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 216 Million shares, which have been reported (via 13F filing form) to have a value of $7.73 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Oarsman Capital, Inc.
Milwaukee, WI |
Feb 12, 2025 Q4 2024 |
916
shares
|
$32,829
0.01% of portfolio
|
Q4 2024
Added 198.37%
|
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
Jan 28, 2025 Q4 2024 |
901
shares
|
$32,291
0.0% of portfolio
|
Q4 2024
Added 8090.91%
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
900
shares
|
$32,256
0.0% of portfolio
|
Q4 2024
Added 4.77%
|
|
|
Cva Family Office, LLC
|
Apr 16, 2025 Q1 2025 |
882
shares
|
$31,610
0.01% of portfolio
|
Q1 2025
Added 1.97%
|
|
|
New Square Capital LLC
|
Apr 14, 2025 Q1 2025 |
873
shares
|
$31,288
0.0% of portfolio
|
Q1 2025
Added 14450.0%
|
|
|
Mai Capital Management
|
Feb 14, 2025 Q4 2024 |
846
shares
|
$30,320
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Skopos Labs, Inc.
Riverhead, NY |
Jan 15, 2025 Q4 2024 |
826
shares
|
$29,603
0.01% of portfolio
|
Q4 2024
Added 6.44%
|
|
|
Wr Wealth Planners, LLC
Columbia, MO |
Feb 05, 2025 Q4 2024 |
705
shares
|
$25,267
0.01% of portfolio
|
Q4 2024
Added 25.44%
|
|
|
Quadrant Capital Group LLC
Cincinnati, OH |
Feb 12, 2025 Q4 2024 |
673
shares
|
$24,120
0.0% of portfolio
|
Q3 2024
Added 5.65%
|
|
|
Lri Investments, LLC
Palm Beach Gardens, FL |
Feb 14, 2025 Q4 2024 |
633
shares
|
$22,686
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Burleson & Company, LLC
|
Jan 30, 2023 Q4 2022 |
600
shares
|
$21,504
0.0% of portfolio
|
Q3 2022
Reduced 1.64%
|
|
|
Whipplewood Advisors, LLC
Littleton, CO |
Apr 09, 2025 Q1 2025 |
572
shares
|
$20,500
0.0% of portfolio
|
Q1 2025
Added 5100.0%
|
|
|
Global X Japan Co., Ltd.
Chiyoda Ku, Tokyo, M0 |
Jan 28, 2025 Q4 2024 |
569
shares
|
$20,392
0.0% of portfolio
|
Q4 2024
Added 10.27%
|
|
|
Main Street Group, LTD
Glen Allen, VA |
Feb 14, 2025 Q4 2024 |
568
shares
|
$20,357
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Nisa Investment Advisors, LLC
|
Jan 17, 2025 Q4 2024 |
565
shares
|
$20,249
0.0% of portfolio
|
Q4 2024
Added 253.13%
|
|
|
Valley National Advisers Inc
|
Jan 24, 2025 Q4 2024 |
546
shares
|
$19,568
0.0% of portfolio
|
Q4 2024
Added 149.32%
|
|
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
Feb 13, 2025 Q4 2024 |
501
shares
|
$17,955
0.0% of portfolio
|
Q4 2024
Reduced 60.55%
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Jan 28, 2025 Q4 2024 |
500
shares
|
$17,920
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
National Pension Service
Jeonju Si, Jeollabuk Do, M5 |
Feb 04, 2025 Q4 2024 |
497
shares
|
$17,812
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Massmutual Trust CO Fsb
|
Apr 01, 2025 Q1 2025 |
486
shares
|
$17,418
0.0% of portfolio
|
Q1 2025
Added 97.56%
|
|
|
Cornerstone Planning Group LLC
Fairfield, NJ |
Jan 29, 2025 Q4 2024 |
468
shares
|
$16,773
0.01% of portfolio
|
Q4 2024
Added 18.48%
|
|
|
Acadian Asset Management LLC
Boston, MA |
Feb 11, 2025 Q4 2024 |
455
shares
|
$16,307
0.0% of portfolio
|
Q4 2024
Reduced 39.58%
|
|
|
Td Private Client Wealth LLC
New York, NY |
Feb 11, 2025 Q4 2024 |
446
shares
|
$15,984
0.0% of portfolio
|
Q4 2024
Added 82.04%
|
|
|
Castleview Partners, LLC
Dallas, TX |
Jan 21, 2025 Q4 2024 |
432
shares
|
$15,482
0.01% of portfolio
|
Q3 2022
Reduced 66.46%
|
|
|
Capital Advisors, Ltd. LLC
|
Apr 15, 2025 Q1 2025 |
390
shares
|
$13,977
0.0% of portfolio
|
Q2 2024
Added 500.0%
|