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 719 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 |
|---|---|---|---|---|---|
|
Jefferies Financial Group Inc.
New York, NY |
Nov 12, 2025 Q3 2025 |
9,000
shares
|
$479,970
0.0% of portfolio
|
Q3 2025
Reduced 94.86%
|
|
|
Fiduciary Group LLC
Savannah, GA |
Nov 12, 2025 Q3 2025 |
9,000
shares
|
$479,970
0.05% of portfolio
|
Q1 2025
Added 2.27%
|
|
|
Forum Financial Management, LP
Lombard, IL |
Oct 24, 2025 Q3 2025 |
8,908
shares
|
$475,063
0.01% of portfolio
|
Q3 2025
Added 10.99%
|
|
|
New Edge Wealth, LLC
Pittsburgh, PA |
Nov 07, 2025 Q3 2025 |
8,845
shares
|
$471,703
0.01% of portfolio
|
Q3 2025
Added 0.5%
|
|
|
Allstate Corp
Northbrook, IL |
Oct 29, 2025 Q3 2025 |
8,765
shares
|
$467,437
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
Oct 29, 2025 Q3 2025 |
8,752
shares
|
$466,744
0.03% of portfolio
|
Q3 2025
Reduced 25.02%
|
|
|
Private Advisor Group, LLC
|
Nov 12, 2025 Q3 2025 |
8,752
shares
|
$466,744
0.0% of portfolio
|
Q3 2025
Added 64.88%
|
|
|
Qrg Capital Management, Inc.
Berwyn, PA |
Oct 28, 2025 Q3 2025 |
8,716
shares
|
$464,824
0.01% of portfolio
|
Q3 2025
Reduced 52.56%
|
|
|
Park Avenue Securities LLC
|
Jan 05, 2026 Q4 2025 |
8,613
shares
|
$459,331
0.0% of portfolio
|
Q4 2025
Reduced 23.92%
|
|
|
Winton Group LTD
London, X0 |
Nov 13, 2025 Q3 2025 |
8,601
shares
|
$458,691
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
E&G Advisors, LP
|
Oct 20, 2025 Q3 2025 |
8,600
shares
|
$458,638
0.13% of portfolio
|
Q4 2024
Reduced 1.15%
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
Nov 14, 2025 Q3 2025 |
8,374
shares
|
$446,585
0.02% of portfolio
|
Q3 2025
Added 92.02%
|
|
|
Segment Wealth Management, LLC
|
Oct 20, 2025 Q3 2025 |
8,200
shares
|
$437,306
0.03% of portfolio
|
Q1 2022
New holding
|
|
|
Handelsinvest Investeringsforvaltning
|
Apr 19, 2024 Q1 2024 |
7,999
shares
|
$426,586
0.18% of portfolio
|
Q1 2024
Reduced 34.18%
|
|
|
Entry Point Capital, LLC
New York, NY |
Nov 13, 2025 Q3 2025 |
7,936
shares
|
$423,226
0.2% of portfolio
|
Q3 2025
Added 78.26%
|
|
|
Axq Capital, LP
Jersey City, NJ |
Nov 10, 2025 Q3 2025 |
7,927
shares
|
$422,746
0.19% of portfolio
|
Q3 2025
Reduced 61.46%
|
|
|
Savant Capital, LLC
|
Nov 04, 2025 Q3 2025 |
7,888
shares
|
$420,667
0.0% of portfolio
|
Q3 2025
Added 3.45%
|
|
|
National Pension Service
Jeonju Si, Jeollabuk Do, M5 |
Nov 03, 2025 Q3 2025 |
7,810
shares
|
$416,507
0.0% of portfolio
|
Q3 2025
Added 104.02%
|
|
|
Intech Investment Management LLC
West Palm Beach, FL |
Nov 10, 2025 Q3 2025 |
7,740
shares
|
$412,774
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Everence Capital Management Inc
|
Oct 01, 2025 Q3 2025 |
7,720
shares
|
$411,707
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Jones Financial Companies Lllp
|
Nov 04, 2025 Q3 2025 |
7,667
shares
|
$408,881
0.0% of portfolio
|
Q3 2025
Added 24.69%
|
|
|
Triad Wealth Partners, LLC
Lawrence, KS |
Oct 30, 2025 Q3 2025 |
7,657
shares
|
$408,347
0.06% of portfolio
|
Q3 2025
Added 9.28%
|
|
|
1832 Asset Management L.P.
Toronto, A6 |
Nov 14, 2025 Q3 2025 |
7,650
shares
|
$407,974
0.0% of portfolio
|
Q3 2025
Added 13.59%
|
|
|
Diversify Advisory Services, LLC
Sandy, UT |
Nov 12, 2025 Q3 2025 |
7,643
shares
|
$407,601
0.01% of portfolio
|
Q3 2025
Reduced 12.34%
|
|
|
Colony Group LLC
Boston, MA |
Nov 14, 2023 Q3 2023 |
7,592
shares
|
$404,881
0.0% of portfolio
|
Q3 2023
Reduced 7.27%
|
|