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 |
|---|---|---|---|---|---|
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
Nov 13, 2025 Q3 2025 |
5,696
shares
|
$303,767
0.02% of portfolio
|
Q3 2025
Added 1.15%
|
|
|
Prentice Wealth Management LLC
|
Oct 09, 2025 Q3 2025 |
5,673
shares
|
$302,541
0.09% of portfolio
|
Q3 2025
Added 1.01%
|
|
|
North Rock Partners, LLC
|
Nov 13, 2025 Q3 2025 |
5,634
shares
|
$300,461
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
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
|
Oct 16, 2025 Q3 2025 |
5,120
shares
|
$273,049
0.2% 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
|
Oct 27, 2025 Q3 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%
|
|
|
Dynamic Advisor Solutions LLC
|
Oct 09, 2025 Q3 2025 |
4,817
shares
|
$256,890
0.01% of portfolio
|
Q3 2025
Reduced 9.45%
|
|
|
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%
|
|
|
Spire Wealth Management
|
Oct 23, 2025 Q3 2025 |
4,649
shares
|
$247,931
0.01% of portfolio
|
Q3 2025
Reduced 14.85%
|
|
|
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%
|
|
|
Investment Partners Asset Management, Inc.
Metuchen, NJ |
Oct 20, 2025 Q3 2025 |
4,528
shares
|
$241,478
0.19% of portfolio
|
Q2 2025
New holding
|
|
|
Allspring Global Investments Holdings, LLC
|
Oct 20, 2025 Q3 2025 |
4,512
shares
|
$240,624
0.0% of portfolio
|
Q3 2025
Added 1.05%
|
|
|
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
|
|
|
Herold Advisors, Inc.
|
Nov 13, 2025 Q3 2025 |
4,500
shares
|
$239,985
0.07% of portfolio
|
Q2 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 |
Oct 17, 2025 Q3 2025 |
4,431
shares
|
$236,305
0.05% of portfolio
|
Q2 2025
Reduced 13.86%
|
|