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 720 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 |
|---|---|---|---|---|---|
|
Spc Financial, Inc.
|
Nov 05, 2025 Q3 2025 |
3,718
shares
|
$198,280
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Carnegie Lake Advisors LLC
Princeton, NJ |
Oct 20, 2025 Q3 2025 |
3,665
shares
|
$195,454
0.09% of portfolio
|
Q3 2025
New holding
|
|
|
Sig Brokerage, LP
Bala Cynwyd, PA |
Nov 14, 2025 Q3 2025 |
3,656
shares
|
$194,974
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Callan Family Office, LLC
Radnor, PA |
Nov 04, 2025 Q3 2025 |
3,604
shares
|
$192,201
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Capital Investment Counsel, Inc
|
Oct 31, 2025 Q3 2025 |
3,600
shares
|
$191,988
0.03% of portfolio
|
Q3 2025
New holding
|
|
|
Choreo, LLC
Minneapolis, MN |
Nov 10, 2025 Q3 2025 |
3,591
shares
|
$191,508
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Private Wealth Partners, LLC
|
Nov 03, 2025 Q3 2025 |
3,500
shares
|
$186,655
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Larson Financial Group LLC
|
Nov 14, 2025 Q3 2025 |
3,483
shares
|
$185,748
0.01% of portfolio
|
Q3 2025
Added 5.96%
|
|
|
Vinva Investment Management LTD
Sydney, C3 |
Nov 12, 2025 Q3 2025 |
3,469
shares
|
$185,001
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Stock Yards Bank & Trust CO
Louisville, KY |
Oct 30, 2025 Q3 2025 |
3,425
shares
|
$182,655
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Merit Financial Group, LLC
|
Nov 07, 2025 Q3 2025 |
3,395
shares
|
$181,055
0.0% of portfolio
|
Q3 2025
Reduced 20.04%
|
|
|
Whetstone Capital Advisors, LLC
Shawnee Mission, KS |
Nov 14, 2025 Q3 2025 |
3,379
shares
|
$180,202
0.07% of portfolio
|
Q3 2025
Reduced 17.44%
|
|
|
Brown Miller Wealth Management, LLC
|
Oct 21, 2025 Q3 2025 |
3,377
shares
|
$180,095
0.06% of portfolio
|
Q3 2025
New holding
|
|
|
Western Pacific Wealth Management, LP
|
Oct 21, 2025 Q3 2025 |
3,356
shares
|
$178,975
0.22% of portfolio
|
Q2 2025
Added 0.27%
|
|
|
Guardian Financial Partners, LLC
|
Oct 09, 2025 Q3 2025 |
3,323
shares
|
$177,215
0.11% of portfolio
|
Q3 2025
New holding
|
|
|
Wellington Management Group LLP
Boston, MA |
Nov 14, 2025 Q3 2025 |
3,303
shares
|
$176,148
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Beckerman Institutional, LLC
Ocean Grove, NJ |
Nov 05, 2025 Q3 2025 |
3,291
shares
|
$175,509
0.13% of portfolio
|
Q3 2025
New holding
|
|
|
Fortress Financial Solutions, LLC
Tucson, AZ |
Oct 20, 2025 Q3 2025 |
3,285
shares
|
$175,189
0.22% of portfolio
|
Q3 2025
New holding
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
Nov 14, 2025 Q3 2025 |
3,252
shares
|
$173,429
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Longboard Asset Management, LP
Phoenix, AZ |
Oct 22, 2025 Q3 2025 |
3,250
shares
|
$173,322
0.33% of portfolio
|
Q3 2025
New holding
|
|
|
Gts Securities LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
3,230
shares
|
$172,255
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Lafayette Investments, Inc.
|
Nov 06, 2025 Q3 2025 |
3,200
shares
|
$170,656
0.04% of portfolio
|
Q3 2025
New holding
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Oct 17, 2025 Q3 2025 |
3,190
shares
|
$170,122
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Siemens Fonds Invest Gmb H
Munich, 2M |
Nov 14, 2025 Q3 2025 |
3,128
shares
|
$166,816
0.01% of portfolio
|
Q3 2025
Reduced 0.86%
|
|
|
Amica Retiree Medical Trust
|
Nov 07, 2025 Q3 2025 |
3,086
shares
|
$164,576
0.26% of portfolio
|
Q2 2025
Reduced 12.87%
|
|