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 $9.47 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Parkside Financial Bank & Trust
|
Feb 05, 2025 Q4 2024 |
135
shares
|
$5,957
0.0% of portfolio
|
Q4 2024
Added 9.76%
|
|
|
Planning Capital Management Corp
Paoli, PA |
Nov 06, 2024 Q3 2024 |
131
shares
|
$5,781
0.0% of portfolio
|
Q3 2024
Added 0.77%
|
|
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
Feb 10, 2025 Q4 2024 |
131
shares
|
$5,781
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Bell Investment Advisors, Inc
Oakland, CA |
Feb 07, 2025 Q4 2024 |
129
shares
|
$5,692
0.0% of portfolio
|
Q4 2024
Reduced 20.86%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Feb 10, 2025 Q4 2024 |
126
shares
|
$5,560
0.0% of portfolio
|
Q4 2024
Added 17.76%
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Jan 30, 2025 Q4 2024 |
125
shares
|
$5,516
0.0% of portfolio
|
Q4 2024
Reduced 94.84%
|
|
|
Moisand Fitzgerald Tamayo, LLC
|
Feb 04, 2025 Q4 2024 |
121
shares
|
$5,339
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Key F Inancial Inc
|
Jan 31, 2025 Q4 2024 |
112
shares
|
$4,942
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Private Wealth Management Group, LLC
Princeton, NJ |
Jan 27, 2025 Q4 2024 |
108
shares
|
$4,766
0.0% of portfolio
|
Q3 2024
Added 68.75%
|
|
|
Modus Advisors, LLC
|
Jan 03, 2025 Q4 2024 |
108
shares
|
$4,766
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Steward Financial Group LLC
|
Oct 20, 2023 Q3 2023 |
103
shares
|
$4,545
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Bokf, Na
Tulsa, OK |
Feb 13, 2025 Q4 2024 |
96
shares
|
$4,236
0.0% of portfolio
|
Q4 2024
Reduced 29.41%
|
|
|
Farmers & Merchants Investments Inc
|
Jan 28, 2025 Q4 2024 |
80
shares
|
$3,530
0.0% of portfolio
|
Q3 2024
Reduced 71.43%
|
|
|
Sugarloaf Wealth Management, LLC
|
Jan 10, 2025 Q4 2024 |
79
shares
|
$3,486
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Geneos Wealth Management Inc.
|
Jan 21, 2025 Q4 2024 |
76
shares
|
$3,353
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
Nov 04, 2024 Q3 2024 |
65
shares
|
$2,868
0.0% of portfolio
|
Q3 2024
Added 1.56%
|
|
|
Decker Retirement Planning Inc.
Levi, UT |
Jan 14, 2025 Q4 2024 |
56
shares
|
$2,471
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Raleigh Capital Management Inc.
Cary, NC |
Jan 17, 2025 Q4 2024 |
55
shares
|
$2,427
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Private Capital Group, LLC
|
Jul 28, 2022 Q2 2022 |
52
shares
|
$2,294
0.0% of portfolio
|
Q1 2022
New holding
|
|
|
Nemes Rush Group LLC
Novi, MI |
Feb 12, 2025 Q4 2024 |
48
shares
|
$2,118
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
45
shares
|
$1,985
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Avion Wealth
The Woodlands, TX |
Jan 29, 2025 Q4 2024 |
44
shares
|
$1,941
0.0% of portfolio
|
Q4 2024
Added 15.79%
|
|
|
Cullen/Frost Bankers, Inc.
|
Feb 06, 2025 Q4 2024 |
42
shares
|
$1,853
0.0% of portfolio
|
Q4 2024
Reduced 31.15%
|
|
|
Sjs Investment Consulting Inc.
Sylvania, OH |
Jan 21, 2025 Q4 2024 |
42
shares
|
$1,853
0.0% of portfolio
|
Q4 2024
Reduced 2.33%
|
|
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
Jan 22, 2025 Q4 2024 |
38
shares
|
$1,676
0.0% of portfolio
|
Q4 2024
Added 18.75%
|