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 653 institutions that hold shares in the stock, with a total of 224 Million shares, which have been reported (via 13F filing form) to have a value of $15.1 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|
Dmg Group, LLC
Birmingham, AL |
Jul 23, 2025 Q2 2025 |
6,389
shares
|
$431,704
0.26% of portfolio
|
Q2 2025
Reduced 18.25%
|
|
|
B. Metzler Seel. Sohn & Co. Ag
Frankfurt, 2M |
Aug 11, 2025 Q2 2025 |
6,365
shares
|
$430,083
0.0% of portfolio
|
Q1 2025
Added 3.5%
|
|
|
Visionary Wealth Advisors
O'fallon, IL |
Aug 13, 2025 Q2 2025 |
6,259
shares
|
$422,920
0.02% of portfolio
|
Q2 2025
Added 0.05%
|
|
|
B. Metzler Seel. Sohn & Co. Holding Ag
Frankfurt, 2M |
Nov 08, 2024 Q3 2024 |
6,150
shares
|
$415,555
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Jones Financial Companies Lllp
|
Aug 13, 2025 Q2 2025 |
6,149
shares
|
$415,487
0.0% of portfolio
|
Q2 2025
Added 21.23%
|
|
|
Lake Street Advisors Group, LLC
|
Feb 04, 2025 Q4 2024 |
6,112
shares
|
$412,987
0.01% of portfolio
|
Q4 2024
Reduced 15.8%
|
|
|
Westbourne Investment Advisors, Inc.
|
Aug 07, 2025 Q2 2025 |
6,100
shares
|
$412,176
0.1% of portfolio
|
Q2 2025
Added 7.02%
|
|
|
Spirit Of America Management Corp
|
Jul 29, 2025 Q2 2025 |
6,050
shares
|
$408,798
0.07% of portfolio
|
Q4 2020
Reduced 24.84%
|
|
|
Pallas Capital Advisors LLC
Braintree, MA |
Jul 09, 2025 Q2 2025 |
6,000
shares
|
$405,419
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Blue Rock Wealth Management LLC
Winston Salem, NC |
May 20, 2025 Q1 2025 |
6,000
shares
|
$405,419
0.22% of portfolio
|
Q1 2025
New holding
|
|
|
Pictet North America Advisors Sa
|
Jul 15, 2025 Q2 2025 |
5,950
shares
|
$402,041
0.03% of portfolio
|
Q4 2023
New holding
|
|
|
Meiji Yasuda Asset Management CO Ltd.
Tokyo, M0 |
Aug 14, 2025 Q2 2025 |
5,866
shares
|
$396,365
0.02% of portfolio
|
Q2 2025
Reduced 30.56%
|
|
|
Mjp Associates Inc
|
Aug 08, 2025 Q2 2025 |
5,864
shares
|
$396,230
0.05% of portfolio
|
Q2 2025
Added 10.85%
|
|
|
Wedmont Private Capital
|
Jul 10, 2025 Q2 2025 |
5,831
shares
|
$394,000
0.01% of portfolio
|
Q2 2025
Added 3.48%
|
|
|
Investment Management Corp Of Ontario
Toronto, Z4 |
Aug 14, 2025 Q2 2025 |
5,709
shares
|
$385,757
0.01% of portfolio
|
Q2 2025
Reduced 13.62%
|
|
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
Aug 12, 2025 Q2 2025 |
5,631
shares
|
$380,486
0.02% of portfolio
|
Q2 2025
Reduced 0.62%
|
|
|
Prentice Wealth Management LLC
|
Jul 30, 2025 Q2 2025 |
5,616
shares
|
$379,473
0.08% of portfolio
|
Q2 2025
Reduced 3.51%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Aug 14, 2025 Q2 2025 |
5,516
shares
|
$372,716
0.0% of portfolio
|
Q2 2025
Added 111.18%
|
|
|
Spire Wealth Management
|
Aug 04, 2025 Q2 2025 |
5,460
shares
|
$368,932
0.01% of portfolio
|
Q2 2025
Added 1.77%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
Aug 14, 2025 Q2 2025 |
5,373
shares
|
$363,053
0.0% of portfolio
|
Q2 2025
Added 3.91%
|
|
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
Aug 05, 2025 Q2 2025 |
5,363
shares
|
$362,377
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Dynamic Advisor Solutions LLC
|
Jul 09, 2025 Q2 2025 |
5,320
shares
|
$359,472
0.01% of portfolio
|
Q2 2025
Added 3.36%
|
|
|
Private Advisor Group, LLC
|
Aug 11, 2025 Q2 2025 |
5,308
shares
|
$358,661
0.0% of portfolio
|
Q2 2025
Reduced 8.21%
|
|
|
Cary Street Partners Financial LLC
Richmond, VA |
Aug 13, 2025 Q2 2025 |
5,243
shares
|
$354,269
0.01% of portfolio
|
Q2 2025
Reduced 0.38%
|
|
|
Credit Agricole S A
|
May 14, 2025 Q1 2025 |
5,171
shares
|
$349,404
0.0% of portfolio
|
Q1 2025
Reduced 29.55%
|