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 |
|---|---|---|---|---|---|
|
Capital Management Associates
New York, NY |
Feb 10, 2025 Q4 2024 |
13,659
shares
|
$667,788
0.89% of portfolio
|
Q4 2024
Reduced 17.34%
|
|
|
Meiji Yasuda Life Insurance CO
Tokyo, M0 |
Feb 14, 2025 Q4 2024 |
13,600
shares
|
$664,904
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Cibc Asset Management Inc
Toronto, A6 |
Jan 31, 2025 Q4 2024 |
13,474
shares
|
$658,743
0.0% of portfolio
|
Q4 2024
Added 10.6%
|
|
|
Stablepoint Partners, LLC
Braintree, MA |
Jan 21, 2025 Q4 2024 |
13,377
shares
|
$654,001
0.12% of portfolio
|
Q2 2024
Reduced 0.51%
|
|
|
Creative Planning
Overland Park, KS |
Feb 14, 2025 Q4 2024 |
13,340
shares
|
$652,192
0.0% of portfolio
|
Q4 2024
Added 4.32%
|
|
|
Illinois Municipal Retirement Fund
|
Feb 04, 2025 Q4 2024 |
13,317
shares
|
$651,068
0.01% of portfolio
|
Q3 2024
Reduced 52.03%
|
|
|
Machina Capital S.A.S.
Paris, I0 |
Feb 06, 2025 Q4 2024 |
13,295
shares
|
$649,992
0.3% of portfolio
|
Q4 2024
New holding
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
Feb 13, 2025 Q4 2024 |
13,105
shares
|
$640,703
0.01% of portfolio
|
Q4 2024
Reduced 38.92%
|
|
|
Segall Bryant & Hamill, LLC
Chicago, IL |
Feb 11, 2025 Q4 2024 |
13,000
shares
|
$635,570
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
North Star Investment Management Corp.
Chicago, IL |
Feb 10, 2025 Q4 2024 |
12,993
shares
|
$635,227
0.05% of portfolio
|
Q4 2024
Added 4.34%
|
|
|
Sterling Capital Management LLC
Charlotte, NC |
Feb 13, 2025 Q4 2024 |
12,976
shares
|
$634,396
0.01% of portfolio
|
Q4 2024
Added 54.66%
|
|
|
Promethium Advisors,Llc
Bethesda, MD |
Feb 11, 2025 Q4 2024 |
12,915
shares
|
$631,414
0.45% of portfolio
|
Q4 2024
Reduced 1.9%
|
|
|
Fft Wealth Management LLC
West Conshohocken, PA |
Feb 04, 2025 Q4 2024 |
12,887
shares
|
$630,045
0.05% of portfolio
|
Q4 2024
Added 7.18%
|
|
|
Intech Investment Management LLC
West Palm Beach, FL |
Feb 10, 2025 Q4 2024 |
12,818
shares
|
$626,672
0.01% of portfolio
|
Q4 2024
Added 123.0%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Feb 10, 2025 Q4 2024 |
12,592
shares
|
$615,622
0.0% of portfolio
|
Q4 2024
Added 48.84%
|
|
|
Maryland State Retirement & Pension System
|
Feb 10, 2025 Q4 2024 |
12,516
shares
|
$611,907
0.01% of portfolio
|
Q3 2024
Reduced 21.45%
|
|
|
M&G PLC
London, X0 |
Feb 11, 2025 Q4 2024 |
12,500
shares
|
$611,125
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Landscape Capital Management, L.L.C.
|
Feb 12, 2025 Q4 2024 |
12,411
shares
|
$606,773
0.07% of portfolio
|
Q4 2024
Reduced 49.57%
|
|
|
National Asset Management, Inc.
Boca Raton, FL |
Feb 25, 2025 Q4 2024 |
12,332
shares
|
$602,911
0.02% of portfolio
|
Q4 2024
Reduced 4.14%
|
|
|
Journey Strategic Wealth LLC
Summit, NJ |
Jan 24, 2025 Q4 2024 |
12,328
shares
|
$602,715
0.02% of portfolio
|
Q4 2024
Added 4.06%
|
|
|
Fortis Capital Advisors, LLC
Reno, NV |
Feb 13, 2025 Q4 2024 |
12,230
shares
|
$597,924
0.17% of portfolio
|
Q4 2024
New holding
|
|
|
Belpointe Asset Management LLC
|
Feb 13, 2025 Q4 2024 |
12,230
shares
|
$597,924
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Stiles Financial Services Inc
|
Jan 28, 2025 Q4 2024 |
12,081
shares
|
$590,640
0.22% of portfolio
|
Q4 2024
Reduced 1.08%
|
|
|
Tbh Global Asset Management, LLC
Brentwood, TN |
Jan 31, 2025 Q4 2024 |
11,773
shares
|
$575,581
0.14% of portfolio
|
Q2 2024
Reduced 6.09%
|
|
|
Isam Funds (Uk) LTD
London, X0 |
Feb 14, 2025 Q4 2024 |
11,765
shares
|
$575,190
0.44% of portfolio
|
Q4 2024
New holding
|