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 |
|---|---|---|---|---|---|
|
Oak Thistle LLC
|
Jan 13, 2025 Q4 2024 |
7,361
shares
|
$359,879
0.11% of portfolio
|
Q4 2024
New holding
|
|
|
Credit Agricole S A
|
Feb 14, 2025 Q4 2024 |
7,340
shares
|
$358,852
0.0% of portfolio
|
Q4 2024
Added 41.97%
|
|
|
Visionary Wealth Advisors
O'fallon, IL |
Feb 13, 2025 Q4 2024 |
7,153
shares
|
$349,710
0.02% of portfolio
|
Q4 2024
Reduced 4.0%
|
|
|
Keebeck Wealth Management, LLC
Chicago, IL |
Feb 14, 2025 Q4 2024 |
7,057
shares
|
$345,016
0.05% of portfolio
|
Q2 2023
Reduced 0.11%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Feb 14, 2025 Q4 2024 |
7,034
shares
|
$343,892
0.0% of portfolio
|
Q4 2024
Added 0.77%
|
|
|
Slate Stone Wealth, LLC
|
Feb 10, 2025 Q4 2024 |
7,029
shares
|
$343,647
0.03% of portfolio
|
Q4 2023
New holding
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Feb 03, 2025 Q4 2024 |
7,015
shares
|
$342,963
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Pathstone Family Office, LLC
Englewood, NJ |
Nov 08, 2023 Q3 2023 |
6,969
shares
|
$340,714
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Everhart Financial Group, Inc.
|
Jan 30, 2025 Q4 2024 |
6,969
shares
|
$340,714
0.07% of portfolio
|
Q4 2024
Added 14.47%
|
|
|
Dmg Group, LLC
Birmingham, AL |
Jan 23, 2025 Q4 2024 |
6,932
shares
|
$338,905
0.29% of portfolio
|
Q4 2024
Added 4.26%
|
|
|
Pluribus Labs, LLC
Mill Valley, CA |
Aug 12, 2022 Q2 2022 |
6,913
shares
|
$337,976
0.4% of portfolio
|
Q2 2022
New holding
|
|
|
Fayez Sarofim & CO
Houston, TX |
Feb 14, 2025 Q4 2024 |
6,849
shares
|
$334,847
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Allstate Corp
Northbrook, IL |
Feb 12, 2025 Q4 2024 |
6,691
shares
|
$327,122
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Enterprise Financial Services Corp
Clayton, MO |
Feb 07, 2025 Q4 2024 |
6,677
shares
|
$326,438
0.19% of portfolio
|
Q4 2024
Reduced 0.79%
|
|
|
Jane Street Group, LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
6,640
shares
|
$324,629
0.0% of portfolio
|
Q4 2024
Reduced 93.12%
|
|
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
Jan 14, 2025 Q4 2024 |
6,563
shares
|
$320,865
0.02% of portfolio
|
Q3 2024
Added 0.83%
|
|
|
Forum Financial Management, LP
Lombard, IL |
Feb 20, 2025 Q4 2024 |
6,540
shares
|
$319,740
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Sterneck Capital Management, LLC
Kansas City, MO |
Jan 07, 2025 Q4 2024 |
6,469
shares
|
$316,269
0.18% of portfolio
|
Q4 2024
Reduced 12.8%
|
|
|
Investment Management Corp Of Ontario
Toronto, Z4 |
Feb 14, 2025 Q4 2024 |
6,409
shares
|
$313,336
0.01% of portfolio
|
Q4 2024
Reduced 16.86%
|
|
|
Fieldview Capital Management, LLC
Niles, MI |
Feb 14, 2025 Q4 2024 |
6,321
shares
|
$309,033
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Bfsg, LLC
|
Jan 31, 2025 Q4 2024 |
6,312
shares
|
$308,593
0.04% of portfolio
|
Q4 2024
Reduced 6.65%
|
|
|
B. Metzler Seel. Sohn & Co. Holding Ag
Frankfurt, 2M |
Nov 08, 2024 Q3 2024 |
6,150
shares
|
$300,673
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
B. Metzler Seel. Sohn & Co. Ag
Frankfurt, 2M |
Feb 12, 2025 Q4 2024 |
6,150
shares
|
$300,673
0.0% of portfolio
|
Q2 2024
Added 3.64%
|
|
|
Covenant Partners, LLC
|
Feb 13, 2025 Q4 2024 |
6,129
shares
|
$299,646
0.1% of portfolio
|
Q4 2024
New holding
|
|
|
Lake Street Advisors Group, LLC
|
Feb 04, 2025 Q4 2024 |
6,112
shares
|
$298,815
0.01% of portfolio
|
Q4 2024
Reduced 15.8%
|