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 719 institutions that hold shares in the stock, with a total of 221 Million shares, which have been reported (via 13F filing form) to have a value of $11.8 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Wpg Advisers, LLC
Baltimore, MD |
Oct 29, 2025 Q3 2025 |
35
shares
|
$1,866
0.0% of portfolio
|
Q2 2025
Reduced 50.7%
|
|
|
Rialto Wealth Management, LLC
Syracuse, NY |
Nov 07, 2025 Q3 2025 |
35
shares
|
$1,866
0.0% of portfolio
|
Q3 2025
Added 40.0%
|
|
|
Principia Wealth Advisory, LLC
Dallas, TX |
Aug 14, 2025 Q2 2025 |
34
shares
|
$1,813
0.0% of portfolio
|
Q2 2025
Added 126.67%
|
|
|
Versant Capital Management, Inc
|
Oct 27, 2025 Q3 2025 |
31
shares
|
$1,653
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Sjs Investment Consulting Inc.
Sylvania, OH |
Oct 21, 2025 Q3 2025 |
28
shares
|
$1,493
0.0% of portfolio
|
Q3 2025
Added 21.74%
|
|
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
Nov 14, 2025 Q3 2025 |
28
shares
|
$1,493
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
Feb 10, 2025 Q4 2024 |
28
shares
|
$1,493
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Hughes Financial Services, LLC
Herndon, VA |
Nov 14, 2025 Q3 2025 |
28
shares
|
$1,493
0.0% of portfolio
|
Q2 2025
Reduced 41.67%
|
|
|
Tobam
|
Nov 07, 2025 Q3 2025 |
24
shares
|
$1,279
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Ifs Advisors, LLC
|
Oct 15, 2025 Q3 2025 |
23
shares
|
$1,226
0.0% of portfolio
|
Q4 2024
Added 4.55%
|
|
|
Bay Harbor Wealth Management, LLC
|
Oct 09, 2025 Q3 2025 |
23
shares
|
$1,226
0.0% of portfolio
|
Q3 2025
Added 76.92%
|
|
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
Oct 24, 2025 Q3 2025 |
22
shares
|
$1,173
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Quent Capital, LLC
|
Oct 27, 2025 Q3 2025 |
22
shares
|
$1,173
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Kilter Group LLC
Rhinebeck, NY |
Aug 13, 2025 Q2 2025 |
21
shares
|
$1,119
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Johnson Financial Group, Inc.
Racine, WI |
Nov 13, 2025 Q3 2025 |
20
shares
|
$1,066
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Hfm Investment Advisors, LLC
Glassboro, NJ |
Nov 12, 2025 Q3 2025 |
19
shares
|
$1,013
0.0% of portfolio
|
Q3 2025
Added 35.71%
|
|
|
Cromwell Holdings LLC
Jackson, WY |
Oct 23, 2025 Q3 2025 |
18
shares
|
$959
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Four Thought Financial, LLC
Venice, FL |
Nov 21, 2022 Q3 2022 |
16
shares
|
$853
0.0% of portfolio
|
Q2 2022
Reduced 78.67%
|
|
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
Aug 13, 2025 Q2 2025 |
15
shares
|
$799
0.0% of portfolio
|
Q2 2025
Added 200.0%
|
|
|
Valued Wealth Advisors LLC
Holladay, UT |
Oct 28, 2025 Q3 2025 |
14
shares
|
$746
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Tortoise Investment Management, LLC
|
Nov 13, 2025 Q3 2025 |
13
shares
|
$693
0.0% of portfolio
|
Q3 2025
Added 160.0%
|
|
|
Carmichael Hill & Associates, Inc.
|
Oct 29, 2024 Q3 2024 |
12
shares
|
$639
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
American Capital Advisory, LLC
Ketchum, ID |
Oct 28, 2025 Q3 2025 |
11
shares
|
$586
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Creative Financial Designs Inc
|
Nov 12, 2025 Q3 2025 |
10
shares
|
$533
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Proffitt & Goodson Inc
|
Oct 21, 2025 Q3 2025 |
10
shares
|
$533
0.0% of portfolio
|
Q3 2025
New holding
|
|