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 |
|---|---|---|---|---|---|
|
Synovus Financial Corp
Columbus, GA |
Nov 07, 2025 Q3 2025 |
16,330
shares
|
$870,878
0.01% of portfolio
|
Q3 2025
Reduced 0.53%
|
|
|
Tokio Marine Asset Management CO LTD
Tokyo, M0 |
Oct 27, 2025 Q3 2025 |
16,248
shares
|
$866,505
0.04% of portfolio
|
Q3 2025
Reduced 3.56%
|
|
|
Sterling Capital Management LLC
Charlotte, NC |
Nov 12, 2025 Q3 2025 |
16,170
shares
|
$862,346
0.01% of portfolio
|
Q3 2025
Reduced 7.12%
|
|
|
O'Rourke & Company, Inc
Boston, MA |
Oct 22, 2025 Q3 2025 |
16,132
shares
|
$860,319
0.44% of portfolio
|
Q3 2025
Reduced 2.28%
|
|
|
Stonegate Management LLC
Lake Forest, IL |
Nov 13, 2025 Q3 2025 |
16,000
shares
|
$853,280
0.66% of portfolio
|
Q3 2025
New holding
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Nov 14, 2025 Q3 2025 |
15,745
shares
|
$839,680
0.0% of portfolio
|
Q3 2025
Reduced 10.52%
|
|
|
Emfo, LLC
|
Jul 26, 2024 Q2 2024 |
15,725
shares
|
$838,614
0.57% of portfolio
|
Q2 2024
Reduced 24.13%
|
|
|
Baldwin Brothers LLC
|
Oct 14, 2025 Q3 2025 |
15,720
shares
|
$838,347
0.07% of portfolio
|
Q3 2022
Reduced 1.13%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Nov 10, 2025 Q3 2025 |
15,671
shares
|
$835,734
0.01% of portfolio
|
Q3 2025
Reduced 8.85%
|
|
|
Summit Tx Capital, L.P.
Fort Worth, TX |
Nov 14, 2025 Q3 2025 |
15,659
shares
|
$835,094
0.04% of portfolio
|
Q3 2025
New holding
|
|
|
Kestra Advisory Services, LLC
|
Nov 13, 2025 Q3 2025 |
15,453
shares
|
$824,108
0.0% of portfolio
|
Q3 2025
Reduced 12.59%
|
|
|
Avanza Fonder Ab
Stockholm, V7 |
Oct 16, 2025 Q3 2025 |
15,407
shares
|
$821,655
0.03% of portfolio
|
Q1 2025
Reduced 5.99%
|
|
|
Arete Wealth Advisors, LLC
Chicago, IL |
Nov 12, 2025 Q3 2025 |
15,365
shares
|
$819,415
0.06% of portfolio
|
Q3 2025
Reduced 1.87%
|
|
|
Mackenzie Financial Corp
Toronto Ontario, A6 |
Nov 13, 2025 Q3 2025 |
15,260
shares
|
$813,815
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Nilsine Partners, LLC
Greenwood Village, CO |
Oct 06, 2025 Q3 2025 |
15,134
shares
|
$807,096
0.09% of portfolio
|
Q3 2025
New holding
|
|
|
Roosevelt Investment Group LLC
|
Oct 19, 2022 Q3 2022 |
15,000
shares
|
$799,950
0.03% of portfolio
|
Q3 2022
Added 50.0%
|
|
|
Friedenthal Financial
|
Oct 15, 2025 Q3 2025 |
14,847
shares
|
$791,790
0.55% of portfolio
|
Q3 2025
New holding
|
|
|
Waterway Wealth Management, LLC
The Woodlands, TX |
Nov 06, 2025 Q3 2025 |
14,676
shares
|
$782,671
0.22% of portfolio
|
Q3 2025
New holding
|
|
|
Stablepoint Partners, LLC
Braintree, MA |
Nov 03, 2025 Q3 2025 |
14,562
shares
|
$776,591
0.14% of portfolio
|
Q3 2025
Added 0.01%
|
|
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
Nov 14, 2025 Q3 2025 |
14,533
shares
|
$775,044
0.0% of portfolio
|
Q3 2025
Added 249.1%
|
|
|
Cibc Asset Management Inc
Toronto, A6 |
Oct 31, 2025 Q3 2025 |
14,215
shares
|
$758,085
0.0% of portfolio
|
Q3 2025
Added 0.47%
|
|
|
Us Bancorp \De\
|
Nov 10, 2025 Q3 2025 |
13,568
shares
|
$723,581
0.0% of portfolio
|
Q3 2025
Reduced 1.14%
|
|
|
Davenport & CO LLC
|
Oct 15, 2025 Q3 2025 |
13,525
shares
|
$721,288
0.0% of portfolio
|
Q3 2025
Added 6.24%
|
|
|
Maryland State Retirement & Pension System
|
Oct 28, 2025 Q3 2025 |
13,486
shares
|
$719,208
0.02% of portfolio
|
Q3 2025
Added 6.1%
|
|
|
Asr Vermogensbeheer N.V.
Utrecht, P7 |
Oct 28, 2025 Q3 2025 |
13,191
shares
|
$703,476
0.01% of portfolio
|
Q3 2025
Added 0.04%
|
|