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 720 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 |
|---|---|---|---|---|---|
|
Swedbank Ab
Stockholm, V7 |
Oct 15, 2025 Q3 2025 |
26,842
shares
|
$1.43 Million
0.0% of portfolio
|
Q1 2025
Added 69.61%
|
|
|
Jeppson Wealth Management, LLC
|
Oct 15, 2025 Q3 2025 |
26,505
shares
|
$1.41 Million
0.53% of portfolio
|
Q3 2025
Reduced 0.76%
|
|
|
Twin Capital Management Inc
|
Nov 05, 2025 Q3 2025 |
26,301
shares
|
$1.4 Million
0.21% of portfolio
|
Q3 2025
Reduced 47.54%
|
|
|
Kestra Private Wealth Services, LLC
|
Nov 14, 2025 Q3 2025 |
26,246
shares
|
$1.4 Million
0.02% of portfolio
|
Q3 2025
Reduced 2.31%
|
|
|
Waterfront Wealth Inc.
|
Nov 05, 2025 Q3 2025 |
26,063
shares
|
$1.39 Million
0.36% of portfolio
|
Q1 2025
Reduced 0.01%
|
|
|
Atria Investments LLC
Charlotte, NC |
Nov 06, 2025 Q3 2025 |
25,888
shares
|
$1.38 Million
0.02% of portfolio
|
Q3 2025
Added 9.67%
|
|
|
Alpha Paradigm Partners, LLC
Chicago, IL |
Feb 13, 2023 Q4 2022 |
25,750
shares
|
$1.37 Million
0.32% of portfolio
|
Q4 2022
New holding
|
|
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
Oct 31, 2025 Q3 2025 |
25,099
shares
|
$1.34 Million
0.02% of portfolio
|
Q3 2025
Added 3.42%
|
|
|
Maltese Capital Management LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
25,000
shares
|
$1.33 Million
0.27% of portfolio
|
Q3 2025
New holding
|
|
|
Onyx Bridge Wealth Group LLC
|
Nov 06, 2025 Q3 2025 |
24,951
shares
|
$1.33 Million
0.19% of portfolio
|
Q3 2025
New holding
|
|
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
Oct 24, 2025 Q3 2025 |
24,622
shares
|
$1.31 Million
0.01% of portfolio
|
Q3 2025
Reduced 0.31%
|
|
|
Gofen & Glossberg LLC
|
Jan 13, 2023 Q4 2022 |
24,400
shares
|
$1.3 Million
0.02% of portfolio
|
Q4 2022
Reduced 35.36%
|
|
|
Isam Funds (Uk) LTD
London, X0 |
Nov 14, 2025 Q3 2025 |
24,288
shares
|
$1.3 Million
0.31% of portfolio
|
Q3 2025
Added 16.69%
|
|
|
Trexquant Investment LP
Stamford, CT |
Nov 14, 2025 Q3 2025 |
24,173
shares
|
$1.29 Million
0.02% of portfolio
|
Q3 2025
Reduced 85.23%
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
Oct 16, 2025 Q3 2025 |
24,023
shares
|
$1.28 Million
0.03% of portfolio
|
Q3 2025
Added 5.66%
|
|
|
Zhang Financial LLC
|
Nov 10, 2025 Q3 2025 |
23,831
shares
|
$1.27 Million
0.06% of portfolio
|
Q3 2025
Reduced 10.44%
|
|
|
Mariner, LLC
Overland Park, KS |
Nov 14, 2025 Q3 2025 |
23,644
shares
|
$1.26 Million
0.0% of portfolio
|
Q3 2025
Reduced 28.3%
|
|
|
Inceptionr LLC
Lafayette, CA |
Nov 13, 2025 Q3 2025 |
22,960
shares
|
$1.22 Million
0.35% of portfolio
|
Q3 2025
New holding
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Nov 13, 2025 Q3 2025 |
22,534
shares
|
$1.2 Million
0.01% of portfolio
|
Q3 2025
Added 79.57%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Nov 14, 2025 Q3 2025 |
22,358
shares
|
$1.19 Million
0.01% of portfolio
|
Q3 2025
Reduced 2.12%
|
|
|
D.A. Davidson & Co.
|
Oct 22, 2025 Q3 2025 |
22,132
shares
|
$1.18 Million
0.01% of portfolio
|
Q3 2025
Reduced 11.02%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Oct 29, 2025 Q3 2025 |
22,011
shares
|
$1.17 Million
0.0% of portfolio
|
Q3 2025
Added 1.72%
|
|
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
Oct 22, 2025 Q3 2025 |
21,932
shares
|
$1.17 Million
0.05% of portfolio
|
Q3 2025
Added 15.99%
|
|
|
Nordea Investment Management Ab
Stockholm, V7 |
Oct 27, 2025 Q3 2025 |
21,746
shares
|
$1.16 Million
0.0% of portfolio
|
Q3 2025
Added 9.94%
|
|
|
Federated Hermes, Inc.
Pittsburgh, PA |
Nov 03, 2025 Q3 2025 |
21,227
shares
|
$1.13 Million
0.0% of portfolio
|
Q3 2025
Added 6.72%
|
|