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 |
|---|---|---|---|---|---|
|
Ever Source Wealth Advisors, LLC
|
Nov 10, 2025 Q3 2025 |
1,587
shares
|
$84,634
0.0% of portfolio
|
Q3 2025
Added 2.12%
|
|
|
Bessemer Group Inc
Woodbridge, NJ |
Nov 05, 2025 Q3 2025 |
1,578
shares
|
$84,154
0.0% of portfolio
|
Q3 2025
Reduced 33.73%
|
|
|
Bogart Wealth, LLC
|
Oct 27, 2025 Q3 2025 |
1,576
shares
|
$84,048
0.0% of portfolio
|
Q3 2025
Added 1.03%
|
|
|
Valley National Advisers Inc
|
Oct 17, 2025 Q3 2025 |
1,520
shares
|
$81,061
0.01% of portfolio
|
Q2 2025
Added 31.37%
|
|
|
Ossiam
Paris, I0 |
Nov 14, 2025 Q3 2025 |
1,467
shares
|
$78,235
0.0% of portfolio
|
Q3 2025
Added 1530.0%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Nov 05, 2025 Q3 2025 |
1,463
shares
|
$78,021
0.01% of portfolio
|
Q3 2025
Added 185.74%
|
|
|
Gold Investment Management Ltd.
Edmonton, A0 |
Oct 28, 2025 Q3 2025 |
1,382
shares
|
$73,702
0.03% of portfolio
|
Q4 2023
New holding
|
|
|
Ostrum Asset Management
Paris, I0 |
Nov 14, 2025 Q3 2025 |
1,358
shares
|
$72,422
0.0% of portfolio
|
Q3 2025
Reduced 3.0%
|
|
|
Rothschild Investment LLC
Chicago, IL |
Nov 07, 2025 Q3 2025 |
1,331
shares
|
$70,982
0.0% of portfolio
|
Q3 2025
Added 6.06%
|
|
|
Quadrant Capital Group LLC
Cincinnati, OH |
Nov 13, 2025 Q3 2025 |
1,322
shares
|
$70,502
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Quest Partners LLC
New York, NY |
Nov 03, 2025 Q3 2025 |
1,280
shares
|
$68,262
0.01% of portfolio
|
Q3 2025
Reduced 33.92%
|
|
|
Column Capital Advisors, LLC
|
Nov 03, 2023 Q3 2023 |
1,154
shares
|
$61,542
0.0% of portfolio
|
Q4 2022
Added 477.0%
|
|
|
Bartlett & Co. LLC
|
Jan 08, 2024 Q4 2023 |
1,101
shares
|
$58,716
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Mather Group, Llc.
Chicago, IL |
Oct 20, 2025 Q3 2025 |
1,011
shares
|
$53,916
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Delos Wealth Advisors, LLC
Dallas, TX |
Nov 14, 2025 Q3 2025 |
1,003
shares
|
$53,489
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
Oct 09, 2025 Q3 2025 |
1,001
shares
|
$53,383
0.0% of portfolio
|
Q2 2024
Reduced 9.08%
|
|
|
Retirement Wealth Solutions LLC
Marshfield, WI |
Oct 08, 2025 Q3 2025 |
993
shares
|
$52,956
0.04% of portfolio
|
Q3 2025
Reduced 11.1%
|
|
|
State Of Wyoming
Cheyenne, WY |
Nov 04, 2025 Q3 2025 |
967
shares
|
$51,570
0.01% of portfolio
|
Q3 2025
Reduced 86.84%
|
|
|
Lri Investments, LLC
Palm Beach Gardens, FL |
Nov 03, 2025 Q3 2025 |
949
shares
|
$50,610
0.0% of portfolio
|
Q3 2025
Added 5.8%
|
|
|
Global Retirement Partners, LLC
|
Oct 21, 2025 Q3 2025 |
911
shares
|
$48,583
0.0% of portfolio
|
Q3 2025
Added 81.47%
|
|
|
Bok Financial Private Wealth, Inc.
Denver, CO |
Nov 07, 2025 Q3 2025 |
882
shares
|
$47,037
0.0% of portfolio
|
Q2 2025
Reduced 32.15%
|
|
|
Cva Family Office, LLC
|
Oct 30, 2025 Q3 2025 |
865
shares
|
$46,130
0.01% of portfolio
|
Q2 2025
Reduced 1.93%
|
|
|
Community Bank, N.A.
|
Nov 14, 2025 Q3 2025 |
772
shares
|
$41,170
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Oakworth Capital, Inc.
|
Nov 04, 2025 Q3 2025 |
708
shares
|
$37,757
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Wr Wealth Planners, LLC
Columbia, MO |
Feb 05, 2025 Q4 2024 |
705
shares
|
$37,597
0.01% of portfolio
|
Q4 2024
Added 25.44%
|
|