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 |
|---|---|---|---|---|---|
|
Yhb Investment Advisors, Inc.
|
Jan 22, 2025 Q4 2024 |
5,065
shares
|
$247,627
0.02% of portfolio
|
Q1 2024
Reduced 1.97%
|
|
|
Slow Capital, Inc.
|
Jan 22, 2025 Q4 2024 |
5,041
shares
|
$246,454
0.04% of portfolio
|
Q2 2024
Reduced 42.24%
|
|
|
Center For Asset Management LLC
|
Jan 22, 2025 Q4 2024 |
5,033
shares
|
$246,063
0.16% of portfolio
|
Q4 2024
New holding
|
|
|
Carnegie Lake Advisors LLC
Princeton, NJ |
Jan 29, 2025 Q4 2024 |
5,015
shares
|
$245,183
0.1% of portfolio
|
Q3 2024
New holding
|
|
|
Highlander Capital Management, LLC
Short Hills, NJ |
May 20, 2024 Q1 2024 |
5,015
shares
|
$245,183
0.1% of portfolio
|
Q1 2024
Reduced 13.01%
|
|
|
Profund Advisors LLC
|
Feb 13, 2025 Q4 2024 |
4,972
shares
|
$243,081
0.01% of portfolio
|
Q4 2024
Reduced 12.43%
|
|
|
Vident Advisory, LLC
Alpharetta, GA |
Feb 14, 2025 Q4 2024 |
4,958
shares
|
$242,396
0.0% of portfolio
|
Q4 2024
Reduced 9.62%
|
|
|
Spire Wealth Management
|
Jan 24, 2025 Q4 2024 |
4,937
shares
|
$241,369
0.01% of portfolio
|
Q4 2024
Reduced 0.08%
|
|
|
Umb Bank, N.A.
|
Jan 16, 2025 Q4 2024 |
4,868
shares
|
$237,996
0.0% of portfolio
|
Q4 2024
Reduced 2.56%
|
|
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
Jan 17, 2025 Q4 2024 |
4,842
shares
|
$236,725
0.01% of portfolio
|
Q4 2024
Reduced 1.53%
|
|
|
Dynamic Advisor Solutions LLC
|
Jan 21, 2025 Q4 2024 |
4,833
shares
|
$236,285
0.01% of portfolio
|
Q4 2024
Reduced 10.73%
|
|
|
Farringdon Capital, Ltd.
London, X0 |
Feb 13, 2025 Q4 2024 |
4,827
shares
|
$235,992
0.1% of portfolio
|
Q4 2024
New holding
|
|
|
Rafferty Asset Management, LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
4,820
shares
|
$235,649
0.0% of portfolio
|
Q4 2024
Reduced 0.58%
|
|
|
David R. Rahn & Associates Inc.
|
Feb 04, 2025 Q4 2024 |
4,778
shares
|
$233,596
0.08% of portfolio
|
Q3 2024
New holding
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
4,744
shares
|
$231,934
0.01% of portfolio
|
Q1 2020
Reduced 95.15%
|
|
|
Investment Partners Asset Management, Inc.
Metuchen, NJ |
Jan 29, 2025 Q4 2024 |
4,696
shares
|
$229,587
0.19% of portfolio
|
Q3 2024
New holding
|
|
|
Mirador Capital Partners LP
|
Jan 14, 2025 Q4 2024 |
4,648
shares
|
$227,240
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Tranquility Partners, LLC
|
Jan 29, 2025 Q4 2024 |
4,628
shares
|
$226,262
0.09% of portfolio
|
Q4 2024
Reduced 4.34%
|
|
|
Vestcor Inc
Fredericton, A3 |
Feb 10, 2025 Q4 2024 |
4,564
shares
|
$223,133
0.01% of portfolio
|
Q1 2024
Reduced 0.7%
|
|
|
Ci Investments Inc.
Toronto, A6 |
Feb 12, 2025 Q4 2024 |
4,533
shares
|
$221,618
0.0% of portfolio
|
Q4 2024
Reduced 16.5%
|
|
|
Herold Advisors, Inc.
|
Feb 14, 2025 Q4 2024 |
4,500
shares
|
$220,005
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Allspring Global Investments Holdings, LLC
|
Jan 29, 2025 Q4 2024 |
4,428
shares
|
$216,484
0.0% of portfolio
|
Q4 2024
Reduced 1.27%
|
|
|
Cornerstone Select Advisors, LLC
St. Louis, MO |
Feb 14, 2025 Q4 2024 |
4,415
shares
|
$215,849
0.21% of portfolio
|
Q4 2024
New holding
|
|
|
Uni Super Management Pty LTD
Melbourne, Victoria, C3 |
Feb 11, 2025 Q4 2024 |
4,400
shares
|
$215,116
0.0% of portfolio
|
Q4 2024
Reduced 30.16%
|
|
|
Wedmont Private Capital
|
Jan 13, 2025 Q4 2024 |
4,391
shares
|
$214,675
0.01% of portfolio
|
Q4 2024
New holding
|