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 |
|---|---|---|---|---|---|
|
Edge Rock Capital LLC
|
Oct 28, 2025 Q3 2025 |
7,573
shares
|
$403,868
0.18% of portfolio
|
Q3 2025
New holding
|
|
|
Shelton Capital Management
Denver, CO |
Nov 14, 2025 Q3 2025 |
7,560
shares
|
$403,174
0.01% of portfolio
|
Q2 2025
Reduced 2.39%
|
|
|
Snowden Capital Advisors LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
7,529
shares
|
$401,521
0.01% of portfolio
|
Q3 2025
Added 71.0%
|
|
|
Integrated Wealth Concepts LLC
|
Nov 14, 2025 Q3 2025 |
7,520
shares
|
$401,041
0.0% of portfolio
|
Q3 2025
Added 70.17%
|
|
|
Kovack Advisors, Inc.
|
Nov 07, 2025 Q3 2025 |
7,502
shares
|
$400,081
0.05% of portfolio
|
Q3 2025
Reduced 16.76%
|
|
|
Oak Thistle LLC
|
Oct 06, 2025 Q3 2025 |
7,325
shares
|
$390,642
0.07% of portfolio
|
Q3 2025
New holding
|
|
|
Sym Financial Corp
|
Nov 03, 2025 Q3 2025 |
7,236
shares
|
$385,895
0.05% of portfolio
|
Q3 2025
Reduced 44.27%
|
|
|
Principle Wealth Partners LLC
|
Nov 03, 2025 Q3 2025 |
7,131
shares
|
$380,296
0.03% of portfolio
|
Q2 2025
Reduced 11.21%
|
|
|
Moneta Group Investment Advisors LLC
St Louis, MO |
Nov 14, 2025 Q3 2025 |
7,115
shares
|
$379,442
0.0% of portfolio
|
Q3 2025
Reduced 1.03%
|
|
|
Glenview Trust CO
Louisville, KY |
Nov 07, 2025 Q3 2025 |
7,109
shares
|
$379,122
0.01% of portfolio
|
Q1 2025
Reduced 15.28%
|
|
|
Keebeck Wealth Management, LLC
Chicago, IL |
Nov 14, 2025 Q3 2025 |
7,057
shares
|
$376,349
0.06% of portfolio
|
Q2 2023
Reduced 0.11%
|
|
|
Slate Stone Wealth, LLC
|
Nov 05, 2025 Q3 2025 |
7,029
shares
|
$374,856
0.04% of portfolio
|
Q4 2023
New holding
|
|
|
Blue Rock Wealth Management LLC
Winston Salem, NC |
Oct 21, 2025 Q3 2025 |
7,000
shares
|
$373,310
0.27% of portfolio
|
Q2 2025
Reduced 14.29%
|
|
|
Pfg Investments, LLC
Woodbury, NY |
Oct 31, 2025 Q3 2025 |
6,999
shares
|
$373,256
0.02% of portfolio
|
Q3 2025
Reduced 12.47%
|
|
|
Pathstone Family Office, LLC
Englewood, NJ |
Nov 08, 2023 Q3 2023 |
6,969
shares
|
$371,656
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Vident Advisory, LLC
Alpharetta, GA |
Nov 14, 2025 Q3 2025 |
6,961
shares
|
$371,230
0.0% of portfolio
|
Q3 2025
Reduced 4.76%
|
|
|
Pluribus Labs, LLC
Mill Valley, CA |
Aug 12, 2022 Q2 2022 |
6,913
shares
|
$368,670
0.4% of portfolio
|
Q2 2022
New holding
|
|
|
Fayez Sarofim & CO
Houston, TX |
Nov 14, 2025 Q3 2025 |
6,849
shares
|
$365,257
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Summit Financial, LLC
Parsippany, NJ |
Nov 14, 2025 Q3 2025 |
6,825
shares
|
$363,977
0.01% of portfolio
|
Q3 2025
Reduced 4.61%
|
|
|
Triangle Securities Wealth Management
|
Oct 15, 2025 Q3 2025 |
6,768
shares
|
$360,937
0.1% of portfolio
|
Q3 2025
Reduced 6.91%
|
|
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
Oct 21, 2025 Q3 2025 |
6,685
shares
|
$356,511
0.02% of portfolio
|
Q3 2025
Added 2.22%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Oct 30, 2025 Q3 2025 |
6,663
shares
|
$355,337
0.0% of portfolio
|
Q3 2025
Reduced 10.23%
|
|
|
Avantax Advisory Services, Inc.
|
Aug 08, 2025 Q2 2025 |
6,626
shares
|
$353,364
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Dmg Group, LLC
Birmingham, AL |
Oct 29, 2025 Q3 2025 |
6,594
shares
|
$351,658
0.29% of portfolio
|
Q3 2025
Added 3.21%
|
|
|
Meiji Yasuda Asset Management CO Ltd.
Tokyo, M0 |
Nov 12, 2025 Q3 2025 |
6,577
shares
|
$350,751
0.02% of portfolio
|
Q3 2025
Added 12.12%
|
|