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 |
|---|---|---|---|---|---|
|
North Capital, Inc.
Salt Lake City, UT |
Oct 09, 2025 Q3 2025 |
2,844
shares
|
$151,670
0.14% of portfolio
|
Q3 2025
Added 0.04%
|
|
|
Hantz Financial Services, Inc.
|
Nov 04, 2025 Q3 2025 |
2,832
shares
|
$151,030
0.0% of portfolio
|
Q3 2025
Added 66.29%
|
|
|
Ci Investments Inc.
Toronto, A6 |
Nov 12, 2025 Q3 2025 |
2,759
shares
|
$147,137
0.0% of portfolio
|
Q3 2025
Reduced 25.39%
|
|
|
Ifp Advisors, Inc
|
Dec 02, 2025 Q3 2025 |
2,665
shares
|
$142,124
0.0% of portfolio
|
Q3 2025
Added 291.91%
|
|
|
Sandy Spring Bank
|
May 12, 2025 Q1 2025 |
2,562
shares
|
$136,631
0.0% of portfolio
|
Q1 2025
Added 0.79%
|
|
|
Johnson Midwest Financial, LLC
|
Nov 07, 2023 Q3 2023 |
2,494
shares
|
$133,005
0.17% of portfolio
|
Q2 2023
Reduced 0.99%
|
|
|
Cordasco Financial Network
|
Jul 15, 2022 Q2 2022 |
2,483
shares
|
$132,418
0.06% of portfolio
|
Q2 2022
Added 0.85%
|
|
|
Advisory Services Network, LLC
|
Nov 18, 2025 Q3 2025 |
2,284
shares
|
$121,805
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Cibc Private Wealth Group, LLC
|
Nov 21, 2025 Q3 2025 |
2,254
shares
|
$120,205
0.0% of portfolio
|
Q3 2025
Added 20.09%
|
|
|
Tower View Investment Management & Research LLC
|
Oct 16, 2025 Q3 2025 |
2,243
shares
|
$119,619
0.08% of portfolio
|
Q3 2025
Added 0.54%
|
|
|
Ramirez Asset Management, Inc.
New York, NY |
Nov 12, 2025 Q3 2025 |
2,100
shares
|
$111,993
0.02% of portfolio
|
Q2 2025
Reduced 8.7%
|
|
|
Wellington Shields & Co., LLC
New York, NY |
Nov 05, 2025 Q3 2025 |
2,098
shares
|
$111,886
0.04% of portfolio
|
Q2 2025
Reduced 9.37%
|
|
|
Covestor LTD
Boston, MA |
Oct 30, 2025 Q3 2025 |
2,082
shares
|
$111,033
0.07% of portfolio
|
Q3 2025
Added 517.8%
|
|
|
Private Trust CO Na
|
Oct 15, 2025 Q3 2025 |
2,080
shares
|
$110,926
0.01% of portfolio
|
Q3 2025
Added 252.54%
|
|
|
Seeyond
Paris, I0 |
Feb 13, 2023 Q4 2022 |
1,994
shares
|
$106,340
0.01% of portfolio
|
Q4 2022
Reduced 51.45%
|
|
|
Mirae Asset Global Etfs Holdings Ltd.
Central, K3 |
Nov 14, 2025 Q3 2025 |
1,927
shares
|
$102,766
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Optimum Investment Advisors
|
Oct 20, 2025 Q3 2025 |
1,800
shares
|
$95,994
0.05% of portfolio
|
Q2 2025
Reduced 18.18%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Nov 19, 2025 Q3 2025 |
1,790
shares
|
$95,460
0.01% of portfolio
|
Q3 2025
Reduced 10.5%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 14, 2025 Q3 2025 |
1,789
shares
|
$95,407
0.0% of portfolio
|
Q3 2025
Added 55.57%
|
|
|
Huntington National Bank
Columbus, OH |
Nov 12, 2025 Q3 2025 |
1,787
shares
|
$95,300
0.0% of portfolio
|
Q2 2025
Added 3.77%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Nov 12, 2025 Q3 2025 |
1,758
shares
|
$93,754
0.0% of portfolio
|
Q3 2025
Added 4.21%
|
|
|
Livforsakringsbolaget Skandia, Omsesidigt
Stockholm, V7 |
Nov 18, 2025 Q3 2025 |
1,700
shares
|
$90,661
0.0% of portfolio
|
Q3 2024
Added 1600.0%
|
|
|
Iron Horse Wealth Management, LLC
|
Jul 22, 2025 Q2 2025 |
1,664
shares
|
$88,741
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Desjardins Global Asset Management Inc.
Montreal, A8 |
Jan 30, 2024 Q4 2023 |
1,605
shares
|
$85,594
0.01% of portfolio
|
Q4 2023
Added 1.39%
|
|
|
Optiver Holding B.V.
Amsterdam, P7 |
Nov 10, 2025 Q3 2025 |
1,594
shares
|
$85,008
0.0% of portfolio
|
Q3 2025
Added 99.5%
|
|