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 716 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 |
|---|---|---|---|---|---|
|
North Rock Partners, LLC
|
Nov 13, 2025 Q3 2025 |
5,634
shares
|
$300,461
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
Jan 15, 2026 Q4 2025 |
5,623
shares
|
$299,874
0.02% of portfolio
|
Q4 2025
Reduced 1.28%
|
|
|
Volterra Technologies LP
New York, NY |
Nov 13, 2025 Q3 2025 |
5,528
shares
|
$294,808
0.03% of portfolio
|
Q3 2025
New holding
|
|
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
Nov 07, 2025 Q3 2025 |
5,363
shares
|
$286,008
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Tranquility Partners, LLC
|
Oct 30, 2025 Q3 2025 |
5,221
shares
|
$278,435
0.11% of portfolio
|
Q3 2025
Added 23.08%
|
|
|
Cary Street Partners Financial LLC
Richmond, VA |
Nov 10, 2025 Q3 2025 |
5,200
shares
|
$277,316
0.01% of portfolio
|
Q3 2025
Reduced 0.82%
|
|
|
Mission Wealth Management, LP
|
Nov 04, 2025 Q3 2025 |
5,145
shares
|
$274,382
0.01% of portfolio
|
Q3 2025
Added 0.18%
|
|
|
Krs Capital Management, LLC
|
Jan 15, 2026 Q4 2025 |
5,120
shares
|
$273,049
0.16% of portfolio
|
Q1 2024
Reduced 24.48%
|
|
|
Highlander Capital Management, LLC
Short Hills, NJ |
May 20, 2024 Q1 2024 |
5,015
shares
|
$267,449
0.1% of portfolio
|
Q1 2024
Reduced 13.01%
|
|
|
Harbor Investment Advisory, LLC
|
Jan 07, 2026 Q4 2025 |
5,000
shares
|
$266,650
0.02% of portfolio
|
Q1 2025
Reduced 9.09%
|
|
|
Commerce Bank
Kansas City, MO |
Nov 12, 2025 Q3 2025 |
4,949
shares
|
$263,930
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Bfsg, LLC
|
Oct 28, 2025 Q3 2025 |
4,915
shares
|
$262,116
0.03% of portfolio
|
Q3 2025
Reduced 33.08%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
4,744
shares
|
$252,997
0.01% of portfolio
|
Q1 2020
Reduced 95.15%
|
|
|
Stelac Advisory Services LLC
New York, NY |
Nov 13, 2025 Q3 2025 |
4,686
shares
|
$249,904
0.1% of portfolio
|
Q2 2025
Added 81.77%
|
|
|
Dynamic Advisor Solutions LLC
|
Jan 08, 2026 Q4 2025 |
4,672
shares
|
$249,157
0.01% of portfolio
|
Q4 2025
Reduced 3.01%
|
|
|
Center For Asset Management LLC
|
Nov 19, 2025 Q3 2025 |
4,586
shares
|
$244,571
0.15% of portfolio
|
Q3 2025
Reduced 8.88%
|
|
|
Vestcor Inc
Fredericton, A3 |
Nov 13, 2025 Q3 2025 |
4,543
shares
|
$242,278
0.01% of portfolio
|
Q2 2025
Reduced 0.46%
|
|
|
Herold Advisors, Inc.
|
Nov 13, 2025 Q3 2025 |
4,500
shares
|
$239,985
0.07% of portfolio
|
Q2 2025
New holding
|
|
|
Rafferty Asset Management, LLC
New York, NY |
Nov 12, 2025 Q3 2025 |
4,500
shares
|
$239,985
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
International Assets Investment Management, LLC
Orlando, FL |
Oct 31, 2025 Q3 2025 |
4,458
shares
|
$237,745
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Regatta Capital Group, LLC
El Segundo, CA |
Jan 13, 2026 Q4 2025 |
4,431
shares
|
$236,305
0.04% of portfolio
|
Q2 2025
Reduced 13.86%
|
|
|
Stamos Capital Partners, L.P.
Menlo Park, CA |
Nov 13, 2025 Q3 2025 |
4,425
shares
|
$235,985
0.05% of portfolio
|
Q3 2025
Reduced 69.91%
|
|
|
Cornerstone Select Advisors, LLC
St. Louis, MO |
Nov 14, 2025 Q3 2025 |
4,415
shares
|
$235,451
0.2% of portfolio
|
Q2 2025
New holding
|
|
|
Edgemoor Investment Advisors, Inc.
|
Nov 06, 2025 Q3 2025 |
4,414
shares
|
$235,398
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Pmg Family Office LLC
Plano, TX |
Dec 22, 2025 Q3 2025 |
4,409
shares
|
$235,131
0.31% of portfolio
|
Q3 2025
New holding
|
|