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 |
|---|---|---|---|---|---|
|
Fort Sheridan Advisors LLC
Highland Park, IL |
Nov 13, 2025 Q3 2025 |
10,800
shares
|
$575,964
0.09% of portfolio
|
Q3 2024
Added 2.37%
|
|
|
Bearing Point Capital, LLC
Bloomington, MN |
Nov 12, 2025 Q3 2025 |
10,775
shares
|
$574,630
0.12% of portfolio
|
Q3 2025
Reduced 0.55%
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
10,765
shares
|
$574,097
0.01% of portfolio
|
Q3 2024
Added 7.04%
|
|
|
Fj Capital Management LLC
Mclean, VA |
Nov 14, 2025 Q3 2025 |
10,696
shares
|
$570,417
0.08% of portfolio
|
Q3 2025
Added 171.06%
|
|
|
Carret Asset Management, LLC
|
Nov 13, 2025 Q3 2025 |
10,665
shares
|
$568,764
0.07% of portfolio
|
Q3 2025
Reduced 2.29%
|
|
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
Oct 15, 2025 Q3 2025 |
10,513
shares
|
$560,658
0.06% of portfolio
|
Q2 2025
Added 0.03%
|
|
|
Tbh Global Asset Management, LLC
Brentwood, TN |
Oct 20, 2025 Q3 2025 |
10,379
shares
|
$553,512
0.14% of portfolio
|
Q3 2025
Reduced 2.32%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Nov 14, 2025 Q3 2025 |
10,369
shares
|
$552,978
0.01% of portfolio
|
Q3 2025
Added 2183.92%
|
|
|
Legacy Financial Advisors, Inc.
|
Nov 10, 2025 Q3 2025 |
10,354
shares
|
$552,178
0.11% of portfolio
|
Q3 2025
Added 9.83%
|
|
|
Stonegate Investment Group, LLC
Birmingham, AL |
Nov 03, 2025 Q3 2025 |
10,077
shares
|
$537,406
0.02% of portfolio
|
Q2 2025
Added 18.4%
|
|
|
Moors & Cabot, Inc.
Boston, MA |
Nov 14, 2025 Q3 2025 |
10,029
shares
|
$534,846
0.03% of portfolio
|
Q3 2025
Reduced 9.07%
|
|
|
Stonnington Group, LLC
|
Apr 14, 2023 Q1 2023 |
10,000
shares
|
$533,300
0.08% of portfolio
|
Q1 2023
New holding
|
|
|
Advisors Asset Management, Inc.
Monument, CO |
Nov 06, 2025 Q3 2025 |
9,990
shares
|
$532,766
0.01% of portfolio
|
Q3 2025
Added 48.53%
|
|
|
Schroder Investment Management Group
London, X0 |
Nov 12, 2025 Q3 2025 |
9,843
shares
|
$524,927
0.0% of portfolio
|
Q3 2025
Added 119.42%
|
|
|
Cibc World Markets Corp
New York, NY |
Aug 14, 2025 Q2 2025 |
9,777
shares
|
$521,407
0.0% of portfolio
|
Q2 2025
Reduced 7.58%
|
|
|
Schonfeld Strategic Advisors LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
9,759
shares
|
$520,447
0.0% of portfolio
|
Q3 2025
Reduced 86.32%
|
|
|
Regentatlantic Capital LLC
Morristown, NJ |
Nov 14, 2022 Q3 2022 |
9,754
shares
|
$520,180
0.01% of portfolio
|
Q3 2022
Reduced 8.95%
|
|
|
Virginia Retirement Systems Et Al
Richmond, VA |
Oct 20, 2025 Q3 2025 |
9,400
shares
|
$501,302
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Allianz Asset Management Gmb H
Munich, 2M |
Nov 04, 2025 Q3 2025 |
9,362
shares
|
$499,275
0.0% of portfolio
|
Q3 2025
Added 13.03%
|
|
|
Greenwood Capital Associates LLC
Greenwood, SC |
Oct 16, 2025 Q3 2025 |
9,155
shares
|
$488,236
0.07% of portfolio
|
Q3 2025
Reduced 8.56%
|
|
|
Everhart Financial Group, Inc.
|
Nov 04, 2025 Q3 2025 |
9,141
shares
|
$487,489
0.06% of portfolio
|
Q3 2025
Added 23.58%
|
|
|
Ritholtz Wealth Management
|
Oct 28, 2025 Q3 2025 |
9,125
shares
|
$486,636
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
Nov 03, 2025 Q3 2025 |
9,109
shares
|
$485,782
0.24% of portfolio
|
Q3 2025
Reduced 18.46%
|
|
|
Promethium Advisors,Llc
Bethesda, MD |
Nov 14, 2025 Q3 2025 |
9,049
shares
|
$482,583
0.33% of portfolio
|
Q3 2025
Reduced 19.37%
|
|
|
Gamma Investing LLC
Foster City, CA |
Jan 02, 2026 Q4 2025 |
9,014
shares
|
$480,716
0.03% of portfolio
|
Q4 2025
Added 5.25%
|
|