Institutional Ownership Carlyle Group Inc. (CG)
This table provides information about the institutional ownership of Carlyle Group Inc. (CG). We have compiled data on the 649 institutions that hold shares in the stock, with a total of 223 Million shares, which have been reported (via 13F filing form) to have a value of $14.5 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Private Wealth Management Group, LLC
Princeton, NJ |
Jul 29, 2025 Q2 2025 |
54
shares
|
$3,497
0.0% of portfolio
|
Q2 2025
Reduced 50.0%
|
|
|
Birchbrook, Inc.
Bangor, ME |
Aug 11, 2025 Q2 2025 |
53
shares
|
$3,432
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Private Capital Group, LLC
|
Jul 28, 2022 Q2 2022 |
52
shares
|
$3,367
0.0% of portfolio
|
Q1 2022
New holding
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
45
shares
|
$2,914
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
Jul 17, 2025 Q2 2025 |
45
shares
|
$2,914
0.0% of portfolio
|
Q2 2025
Added 15.38%
|
|
|
True Wealth Design, LLC
Akron, OH |
Aug 06, 2025 Q2 2025 |
44
shares
|
$2,849
0.0% of portfolio
|
Q2 2025
Added 340.0%
|
|
|
S&T Bank
Indiana, PA |
Aug 06, 2025 Q2 2025 |
41
shares
|
$2,655
0.0% of portfolio
|
Q2 2025
Reduced 34.92%
|
|
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
Aug 12, 2025 Q2 2025 |
36
shares
|
$2,331
0.0% of portfolio
|
Q4 2024
Reduced 50.0%
|
|
|
Cribstone Capital Management, LLC
Augusta, ME |
Feb 14, 2023 Q4 2022 |
35
shares
|
$2,266
0.0% of portfolio
|
Q3 2021
New holding
|
|
|
Wealth Trak Capital Management LLC
Virginia Beach, VA |
May 15, 2025 Q1 2025 |
35
shares
|
$2,266
0.0% of portfolio
|
Q1 2025
Added 250.0%
|
|
|
Wpg Advisers, LLC
Baltimore, MD |
Aug 11, 2025 Q2 2025 |
35
shares
|
$2,266
0.0% of portfolio
|
Q2 2025
Reduced 50.7%
|
|
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
Aug 11, 2025 Q2 2025 |
35
shares
|
$2,266
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
Jul 23, 2025 Q2 2025 |
34
shares
|
$2,201
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Principia Wealth Advisory, LLC
Dallas, TX |
Aug 14, 2025 Q2 2025 |
34
shares
|
$2,201
0.0% of portfolio
|
Q2 2025
Added 126.67%
|
|
|
Versant Capital Management, Inc
|
Jul 07, 2025 Q2 2025 |
31
shares
|
$2,007
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Hughes Financial Services, LLC
Herndon, VA |
Aug 07, 2025 Q2 2025 |
28
shares
|
$1,813
0.0% of portfolio
|
Q2 2025
Reduced 41.67%
|
|
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
Feb 10, 2025 Q4 2024 |
28
shares
|
$1,813
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Rialto Wealth Management, LLC
Syracuse, NY |
Aug 06, 2025 Q2 2025 |
25
shares
|
$1,619
0.0% of portfolio
|
Q2 2025
Reduced 45.65%
|
|
|
Tobam
|
Aug 08, 2025 Q2 2025 |
24
shares
|
$1,554
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Sjs Investment Consulting Inc.
Sylvania, OH |
Jul 15, 2025 Q2 2025 |
23
shares
|
$1,489
0.0% of portfolio
|
Q2 2025
Reduced 37.84%
|
|
|
Ifs Advisors, LLC
|
Jul 22, 2025 Q2 2025 |
23
shares
|
$1,489
0.0% of portfolio
|
Q4 2024
Added 4.55%
|
|
|
Kilter Group LLC
Rhinebeck, NY |
Aug 13, 2025 Q2 2025 |
21
shares
|
$1,359
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Cromwell Holdings LLC
Jackson, WY |
Jul 21, 2025 Q2 2025 |
18
shares
|
$1,165
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Four Thought Financial, LLC
Venice, FL |
Nov 21, 2022 Q3 2022 |
16
shares
|
$1,036
0.0% of portfolio
|
Q2 2022
Reduced 78.67%
|
|
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
Aug 13, 2025 Q2 2025 |
15
shares
|
$971
0.0% of portfolio
|
Q2 2025
Added 200.0%
|