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 |
|---|---|---|---|---|---|
|
Seeyond
Paris, I0 |
Feb 13, 2023 Q4 2022 |
1,994
shares
|
$97,486
0.01% of portfolio
|
Q4 2022
Reduced 51.45%
|
|
|
Central Trust CO
Jefferson City, MO |
Jan 24, 2025 Q4 2024 |
1,920
shares
|
$93,868
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Cibc Private Wealth Group, LLC
|
Feb 12, 2025 Q4 2024 |
1,850
shares
|
$90,446
0.0% of portfolio
|
Q4 2024
Reduced 0.48%
|
|
|
Siemens Fonds Invest Gmb H
Munich, 2M |
Feb 14, 2025 Q4 2024 |
1,781
shares
|
$87,073
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
R Squared LTD
Central, K3 |
Jan 22, 2025 Q4 2024 |
1,780
shares
|
$87,024
0.09% of portfolio
|
Q4 2024
New holding
|
|
|
Livforsakringsbolaget Skandia, Omsesidigt
Stockholm, V7 |
Jan 28, 2025 Q4 2024 |
1,700
shares
|
$83,113
0.0% of portfolio
|
Q3 2024
Added 1600.0%
|
|
|
Desjardins Global Asset Management Inc.
Montreal, A8 |
Jan 30, 2024 Q4 2023 |
1,605
shares
|
$78,468
0.01% of portfolio
|
Q4 2023
Added 1.39%
|
|
|
Bogart Wealth, LLC
|
Jan 29, 2025 Q4 2024 |
1,546
shares
|
$75,583
0.0% of portfolio
|
Q3 2024
Added 0.06%
|
|
|
Ostrum Asset Management
Paris, I0 |
Feb 13, 2025 Q4 2024 |
1,508
shares
|
$73,726
0.01% of portfolio
|
Q4 2024
Reduced 4.01%
|
|
|
Quarry LP
New York, NY |
Feb 14, 2025 Q4 2024 |
1,408
shares
|
$68,837
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Jan 30, 2025 Q4 2024 |
1,403
shares
|
$68,592
0.0% of portfolio
|
Q4 2024
Added 54.52%
|
|
|
Gold Investment Management Ltd.
Edmonton, A0 |
Feb 10, 2025 Q4 2024 |
1,382
shares
|
$67,565
0.03% of portfolio
|
Q4 2023
New holding
|
|
|
Ifp Advisors, Inc
|
Feb 04, 2025 Q4 2024 |
1,329
shares
|
$64,974
0.0% of portfolio
|
Q4 2024
Added 46.85%
|
|
|
Bok Financial Private Wealth, Inc.
Denver, CO |
Feb 07, 2025 Q4 2024 |
1,300
shares
|
$63,557
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Rothschild Investment LLC
Chicago, IL |
Feb 04, 2025 Q4 2024 |
1,240
shares
|
$60,623
0.0% of portfolio
|
Q4 2024
Reduced 0.8%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Feb 05, 2025 Q4 2024 |
1,229
shares
|
$60,085
0.01% of portfolio
|
Q4 2024
Added 31.73%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Feb 13, 2025 Q4 2024 |
1,227
shares
|
$59,988
0.0% of portfolio
|
Q4 2024
Added 23.69%
|
|
|
Compass Wealth Management LLC
Guilford, CT |
Jan 21, 2025 Q4 2024 |
1,215
shares
|
$59,401
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Column Capital Advisors, LLC
|
Nov 03, 2023 Q3 2023 |
1,154
shares
|
$56,419
0.0% of portfolio
|
Q4 2022
Added 477.0%
|
|
|
Retirement Wealth Solutions LLC
Marshfield, WI |
Jan 15, 2025 Q4 2024 |
1,135
shares
|
$55,490
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Bartlett & Co. LLC
|
Jan 08, 2024 Q4 2023 |
1,101
shares
|
$53,827
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Hexagon Capital Partners LLC
|
Feb 07, 2025 Q4 2024 |
1,079
shares
|
$52,752
0.01% of portfolio
|
Q4 2024
Added 7.58%
|
|
|
Ever Source Wealth Advisors, LLC
|
Feb 07, 2025 Q4 2024 |
1,063
shares
|
$51,970
0.0% of portfolio
|
Q4 2024
Added 171.17%
|
|
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
Jan 17, 2025 Q4 2024 |
1,001
shares
|
$48,938
0.0% of portfolio
|
Q2 2024
Reduced 9.08%
|
|
|
Washington Trust CO
|
Jan 30, 2025 Q4 2024 |
1,000
shares
|
$48,890
0.0% of portfolio
|
Q1 2023
Added 99900.0%
|