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 |
|---|---|---|---|---|---|
|
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
|
|
|
Barrett & Company, Inc.
Providence, RI |
Oct 31, 2025 Q3 2025 |
4,406
shares
|
$234,971
0.09% of portfolio
|
Q1 2025
Added 72.78%
|
|
|
Glenmede Investment Management, LP
Philadelphia, PA |
Nov 13, 2025 Q3 2025 |
4,285
shares
|
$228,519
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Pictet & Cie (Europe) Sa
|
Oct 21, 2025 Q3 2025 |
4,250
shares
|
$226,652
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Atomi Financial Group, Inc.
Irvine, CA |
Nov 10, 2025 Q3 2025 |
4,154
shares
|
$221,532
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Mirador Capital Partners LP
|
Oct 06, 2025 Q3 2025 |
4,123
shares
|
$219,879
0.04% of portfolio
|
Q3 2025
Reduced 2.83%
|
|
|
American Trust
Lexington, KY |
Nov 17, 2025 Q3 2025 |
4,111
shares
|
$219,239
0.02% of portfolio
|
Q3 2025
Reduced 9.93%
|
|
|
Fora Capital, LLC
Miami, FL |
Nov 13, 2025 Q3 2025 |
4,077
shares
|
$217,426
0.05% of portfolio
|
Q3 2025
New holding
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
Nov 12, 2025 Q3 2025 |
4,049
shares
|
$215,933
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Bnp Paribas Asset Management Holding S.A.
|
Nov 07, 2025 Q3 2025 |
4,005
shares
|
$213,586
0.0% of portfolio
|
Q3 2025
Added 95.84%
|
|
|
Uni Super Management Pty LTD
Melbourne, Victoria, C3 |
Oct 31, 2025 Q3 2025 |
4,000
shares
|
$213,320
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Breed'S Hill Capital LLC
Charlestown, MA |
Aug 08, 2025 Q2 2025 |
4,000
shares
|
$213,320
0.1% of portfolio
|
Q2 2025
New holding
|
|
|
Monument Capital Management
|
Oct 14, 2025 Q3 2025 |
3,974
shares
|
$211,933
0.06% of portfolio
|
Q3 2025
New holding
|
|
|
Vise Technologies, Inc.
New York, NY |
Nov 13, 2025 Q3 2025 |
3,874
shares
|
$206,600
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Crossmark Global Holdings, Inc.
|
Nov 12, 2025 Q3 2025 |
3,837
shares
|
$204,627
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
David R. Rahn & Associates Inc.
|
Oct 22, 2025 Q3 2025 |
3,805
shares
|
$202,920
0.06% of portfolio
|
Q3 2025
New holding
|
|
|
Sagespring Wealth Partners, LLC
Franklin, TN |
Oct 31, 2025 Q3 2025 |
3,799
shares
|
$202,600
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Umb Bank, N.A.
|
Nov 04, 2025 Q3 2025 |
3,784
shares
|
$201,800
0.0% of portfolio
|
Q3 2025
Reduced 0.21%
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
Nov 14, 2025 Q3 2025 |
3,762
shares
|
$200,627
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Atlantic Union Bankshares Corp
|
Nov 04, 2025 Q3 2025 |
3,746
shares
|
$199,774
0.0% of portfolio
|
Q3 2025
Added 46.21%
|
|
|
Sowell Financial Services LLC
North Little Rock, AR |
Oct 17, 2025 Q3 2025 |
3,726
shares
|
$198,707
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Spc Financial, Inc.
|
Nov 05, 2025 Q3 2025 |
3,718
shares
|
$198,280
0.02% of portfolio
|
Q3 2025
New holding
|
|