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 629 institutions that hold shares in the stock, with a total of 215 Million shares, which have been reported (via 13F filing form) to have a value of $10.5 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Schroder Investment Management Group
London, X0 |
Feb 12, 2025 Q4 2024 |
23,127
shares
|
$1.13 Million
0.0% of portfolio
|
Q4 2024
Added 5.75%
|
|
|
Benjamin Edwards Inc
Clayton, MO |
Feb 14, 2025 Q4 2024 |
23,072
shares
|
$1.13 Million
0.02% of portfolio
|
Q4 2024
Added 28.1%
|
|
|
Franklin Resources Inc
San Mateo, CA |
Feb 12, 2025 Q4 2024 |
23,004
shares
|
$1.12 Million
0.0% of portfolio
|
Q4 2024
Reduced 18.45%
|
|
|
Riverwater Partners LLC
|
Feb 12, 2025 Q4 2024 |
22,706
shares
|
$1.11 Million
0.65% of portfolio
|
Q4 2024
Added 2.6%
|
|
|
Qrg Capital Management, Inc.
Berwyn, PA |
Feb 05, 2025 Q4 2024 |
22,359
shares
|
$1.09 Million
0.01% of portfolio
|
Q4 2024
Reduced 8.53%
|
|
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
Feb 10, 2025 Q4 2024 |
21,538
shares
|
$1.05 Million
0.02% of portfolio
|
Q4 2024
Added 22.51%
|
|
|
Atria Investments LLC
Charlotte, NC |
Feb 06, 2025 Q4 2024 |
20,923
shares
|
$1.02 Million
0.01% of portfolio
|
Q4 2024
Added 5.35%
|
|
|
Amg National Trust Bank
|
Feb 06, 2025 Q4 2024 |
20,911
shares
|
$1.02 Million
0.03% of portfolio
|
Q4 2024
Reduced 64.71%
|
|
|
Arkadios Wealth Advisors
|
Jan 15, 2025 Q4 2024 |
20,146
shares
|
$984,937
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Public Employees Retirement Association Of Colorado
Denver, CO |
Feb 14, 2025 Q4 2024 |
20,098
shares
|
$982,591
0.0% of portfolio
|
Q3 2023
Added 198.32%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Feb 14, 2025 Q4 2024 |
19,841
shares
|
$970,026
0.01% of portfolio
|
Q4 2024
Added 13.52%
|
|
|
Wilbanks Smith & Thomas Asset Management LLC
|
May 07, 2024 Q1 2024 |
19,412
shares
|
$949,052
0.03% of portfolio
|
Q1 2024
Reduced 1.12%
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
Jan 28, 2025 Q4 2024 |
19,261
shares
|
$941,670
0.02% of portfolio
|
Q4 2024
Reduced 16.17%
|
|
|
Entry Point Capital, LLC
New York, NY |
Feb 11, 2025 Q4 2024 |
19,059
shares
|
$931,794
0.43% of portfolio
|
Q4 2024
Added 42.72%
|
|
|
Nordea Investment Management Ab
Stockholm, V7 |
Jan 06, 2025 Q4 2024 |
19,050
shares
|
$931,354
0.0% of portfolio
|
Q4 2024
Added 0.66%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Feb 10, 2025 Q4 2024 |
18,092
shares
|
$884,517
0.01% of portfolio
|
Q4 2024
Reduced 1.7%
|
|
|
O'Rourke & Company, Inc
Boston, MA |
Feb 13, 2025 Q4 2024 |
17,990
shares
|
$879,531
0.46% of portfolio
|
Q4 2024
Added 1.5%
|
|
|
Daiwa Securities Group Inc.
Tokyo, M0 |
Feb 07, 2025 Q4 2024 |
17,873
shares
|
$873,810
0.0% of portfolio
|
Q3 2024
Added 11.9%
|
|
|
Sym Financial Corp
|
Jan 24, 2025 Q4 2024 |
17,832
shares
|
$871,806
0.12% of portfolio
|
Q4 2024
New holding
|
|
|
Ea Series Trust
Havertown, PA |
Jul 27, 2023 Q2 2023 |
17,727
shares
|
$866,673
0.02% of portfolio
|
Q2 2023
New holding
|
|
|
Federated Hermes, Inc.
Pittsburgh, PA |
Feb 13, 2025 Q4 2024 |
17,680
shares
|
$864,375
0.0% of portfolio
|
Q4 2024
Reduced 17.67%
|
|
|
Td Waterhouse Canada Inc.
Toronto, A6 |
Feb 13, 2025 Q4 2024 |
17,621
shares
|
$861,490
0.01% of portfolio
|
Q4 2024
Reduced 21.11%
|
|
|
Aviva PLC
|
Feb 13, 2025 Q4 2024 |
17,408
shares
|
$851,077
0.0% of portfolio
|
Q4 2024
Added 1.32%
|
|
|
Kestra Private Wealth Services, LLC
|
Jan 28, 2025 Q4 2024 |
17,364
shares
|
$848,925
0.02% of portfolio
|
Q4 2024
Reduced 9.69%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Feb 14, 2025 Q4 2024 |
17,306
shares
|
$846,090
0.0% of portfolio
|
Q4 2024
Reduced 34.98%
|