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 |
|---|---|---|---|---|---|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
11,753
shares
|
$574,604
0.01% of portfolio
|
Q2 2024
Reduced 7.3%
|
|
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
Jan 21, 2025 Q4 2024 |
11,675
shares
|
$570,790
0.12% of portfolio
|
Q4 2024
New holding
|
|
|
Edgestream Partners, L.P.
Princeton, NJ |
Feb 06, 2025 Q4 2024 |
11,568
shares
|
$565,559
0.03% of portfolio
|
Q4 2024
Reduced 88.26%
|
|
|
Macquarie Group LTD
Australia, C3 |
Feb 14, 2025 Q4 2024 |
11,544
shares
|
$564,386
0.0% of portfolio
|
Q4 2024
Added 8.68%
|
|
|
Hb Wealth Management, LLC
|
Jan 15, 2025 Q4 2024 |
11,380
shares
|
$556,368
0.01% of portfolio
|
Q4 2024
Added 37.24%
|
|
|
Carret Asset Management, LLC
|
Feb 10, 2025 Q4 2024 |
11,290
shares
|
$551,968
0.06% of portfolio
|
Q4 2024
Reduced 5.05%
|
|
|
Tokio Marine Asset Management CO LTD
Tokyo, M0 |
Jan 24, 2025 Q4 2024 |
11,288
shares
|
$551,870
0.02% of portfolio
|
Q4 2024
Added 6.83%
|
|
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
Jan 24, 2025 Q4 2024 |
11,180
shares
|
$546,590
0.05% of portfolio
|
Q1 2024
Reduced 34.92%
|
|
|
Mc Gowan Group Asset Management, Inc.
Dallas, TX |
Feb 14, 2025 Q4 2024 |
11,148
shares
|
$545,025
0.1% of portfolio
|
Q4 2024
Reduced 0.85%
|
|
|
Allstate Investment Management CO
Northbrook, IL |
Feb 14, 2023 Q4 2022 |
11,005
shares
|
$538,034
0.01% of portfolio
|
Q4 2022
New holding
|
|
|
Schonfeld Strategic Advisors LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
10,955
shares
|
$535,589
0.0% of portfolio
|
Q4 2024
Reduced 75.01%
|
|
|
Degroof Petercam Asset Management
Brussels, C9 |
May 13, 2024 Q1 2024 |
10,800
shares
|
$528,012
0.01% of portfolio
|
Q1 2024
Reduced 89.67%
|
|
|
Fort Sheridan Advisors LLC
Highland Park, IL |
Feb 05, 2025 Q4 2024 |
10,800
shares
|
$528,012
0.08% of portfolio
|
Q3 2024
Added 2.37%
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
10,765
shares
|
$526,300
0.01% of portfolio
|
Q3 2024
Added 7.04%
|
|
|
Axa S.A.
Paris, I0 |
Feb 14, 2025 Q4 2024 |
10,718
shares
|
$524,003
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Pathstone Holdings, LLC
Englewood, NJ |
Feb 14, 2025 Q4 2024 |
10,579
shares
|
$517,207
0.0% of portfolio
|
Q4 2024
Added 9.3%
|
|
|
Cibc World Markets Corp
New York, NY |
Feb 10, 2025 Q4 2024 |
10,483
shares
|
$512,513
0.0% of portfolio
|
Q4 2024
Reduced 23.09%
|
|
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
Feb 10, 2025 Q4 2024 |
10,259
shares
|
$501,562
0.26% of portfolio
|
Q4 2024
Reduced 5.88%
|
|
|
Marshall Wace, LLP
London, X0 |
Feb 13, 2025 Q4 2024 |
10,062
shares
|
$491,931
0.0% of portfolio
|
Q4 2024
Reduced 99.27%
|
|
|
Stonnington Group, LLC
|
Apr 14, 2023 Q1 2023 |
10,000
shares
|
$488,900
0.08% of portfolio
|
Q1 2023
New holding
|
|
|
Pro Share Advisors LLC
|
Feb 13, 2025 Q4 2024 |
9,878
shares
|
$482,935
0.0% of portfolio
|
Q4 2024
Added 7.77%
|
|
|
Moneta Group Investment Advisors LLC
St Louis, MO |
Feb 11, 2025 Q4 2024 |
9,828
shares
|
$480,490
0.01% of portfolio
|
Q4 2024
Added 21.68%
|
|
|
Verition Fund Management LLC
Greenwich, CT |
Feb 14, 2025 Q4 2024 |
9,806
shares
|
$479,415
0.0% of portfolio
|
Q4 2024
Added 33.8%
|
|
|
Regentatlantic Capital LLC
Morristown, NJ |
Nov 14, 2022 Q3 2022 |
9,754
shares
|
$476,873
0.01% of portfolio
|
Q3 2022
Reduced 8.95%
|
|
|
1832 Asset Management L.P.
Toronto, A6 |
Feb 14, 2025 Q4 2024 |
9,705
shares
|
$474,477
0.0% of portfolio
|
Q4 2024
New holding
|