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 |
|---|---|---|---|---|---|
|
Mjp Associates Inc
|
Feb 14, 2025 Q4 2024 |
4,373
shares
|
$213,795
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Trust Point Inc.
La Crosse, WI |
Jan 24, 2025 Q4 2024 |
4,274
shares
|
$208,955
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Cwm, LLC
|
Feb 04, 2025 Q4 2024 |
4,263
shares
|
$208,418
0.0% of portfolio
|
Q4 2024
Added 10.24%
|
|
|
Pictet & Cie (Europe) Sa
|
Jan 30, 2025 Q4 2024 |
4,250
shares
|
$207,782
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Amica Retiree Medical Trust
|
Feb 12, 2025 Q4 2024 |
4,171
shares
|
$203,920
0.2% of portfolio
|
Q3 2024
Reduced 40.97%
|
|
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
Jan 14, 2025 Q4 2024 |
4,008
shares
|
$195,951
0.04% of portfolio
|
Q2 2024
New holding
|
|
|
Breed'S Hill Capital LLC
Charlestown, MA |
Feb 18, 2025 Q4 2024 |
4,000
shares
|
$195,560
0.11% of portfolio
|
Q4 2024
New holding
|
|
|
Harvest Fund Management Co., LTD
Beijing, F4 |
Feb 10, 2025 Q4 2024 |
3,984
shares
|
$194,777
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Quest Partners LLC
New York, NY |
Feb 07, 2025 Q4 2024 |
3,916
shares
|
$191,453
0.03% of portfolio
|
Q4 2024
Reduced 79.54%
|
|
|
Paradigm Asset Management CO LLC
|
Feb 03, 2025 Q4 2024 |
3,800
shares
|
$185,782
0.08% of portfolio
|
Q4 2024
New holding
|
|
|
Western Pacific Wealth Management, LP
|
Jan 24, 2025 Q4 2024 |
3,613
shares
|
$176,639
0.15% of portfolio
|
Q4 2024
Added 10.02%
|
|
|
Ossiam
Paris, I0 |
Feb 13, 2025 Q4 2024 |
3,418
shares
|
$167,106
0.0% of portfolio
|
Q4 2024
Reduced 86.54%
|
|
|
Riggs Asset Managment Co. Inc.
|
Jan 24, 2025 Q4 2024 |
3,201
shares
|
$156,496
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Optiver Holding B.V.
Amsterdam, P7 |
Feb 14, 2025 Q4 2024 |
2,935
shares
|
$143,492
0.0% of portfolio
|
Q4 2024
Added 19.94%
|
|
|
Ramirez Asset Management, Inc.
New York, NY |
Feb 12, 2025 Q4 2024 |
2,800
shares
|
$136,892
0.03% of portfolio
|
Q3 2023
New holding
|
|
|
Jones Financial Companies Lllp
|
Feb 05, 2025 Q4 2024 |
2,569
shares
|
$125,598
0.0% of portfolio
|
Q4 2024
Added 2469.0%
|
|
|
Barrett & Company, Inc.
Providence, RI |
Jan 28, 2025 Q4 2024 |
2,550
shares
|
$124,669
0.05% of portfolio
|
Q2 2024
Reduced 1.92%
|
|
|
Sandy Spring Bank
|
Feb 11, 2025 Q4 2024 |
2,542
shares
|
$124,278
0.01% of portfolio
|
Q1 2024
Reduced 5.5%
|
|
|
Johnson Midwest Financial, LLC
|
Nov 07, 2023 Q3 2023 |
2,494
shares
|
$121,931
0.17% of portfolio
|
Q2 2023
Reduced 0.99%
|
|
|
Cordasco Financial Network
|
Jul 15, 2022 Q2 2022 |
2,483
shares
|
$121,393
0.06% of portfolio
|
Q2 2022
Added 0.85%
|
|
|
Wellington Shields & Co., LLC
New York, NY |
Feb 10, 2025 Q4 2024 |
2,315
shares
|
$113,180
0.04% of portfolio
|
Q4 2024
Added 32.66%
|
|
|
Larson Financial Group LLC
|
Feb 07, 2025 Q4 2024 |
2,274
shares
|
$111,175
0.01% of portfolio
|
Q4 2024
Added 5.52%
|
|
|
Tower View Investment Management & Research LLC
|
Feb 05, 2025 Q4 2024 |
2,198
shares
|
$107,460
0.06% of portfolio
|
Q4 2024
Added 0.55%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Feb 18, 2025 Q4 2024 |
2,000
shares
|
$97,780
0.01% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Concord Wealth Partners
|
Jan 23, 2025 Q4 2024 |
2,000
shares
|
$97,780
0.02% of portfolio
|
Q4 2022
New holding
|