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 |
|---|---|---|---|---|---|
|
Root Financial Partners, LLC
Solana Beach, CA |
Oct 29, 2025 Q3 2025 |
702
shares
|
$37,437
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Marshall & Sterling Wealth Advisors Inc.
Poughkeepsie, NY |
Nov 07, 2025 Q3 2025 |
690
shares
|
$36,797
0.03% of portfolio
|
Q3 2025
Added 563.46%
|
|
|
Brown Brothers Harriman & CO
New York, NY |
Nov 13, 2025 Q3 2025 |
647
shares
|
$34,504
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Motco
|
Oct 22, 2025 Q3 2025 |
642
shares
|
$34,237
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
Nov 10, 2025 Q3 2025 |
634
shares
|
$33,811
0.02% of portfolio
|
Q3 2025
Added 29.12%
|
|
|
Central Trust CO
Jefferson City, MO |
Nov 06, 2025 Q3 2025 |
600
shares
|
$31,998
0.0% of portfolio
|
Q3 2025
Reduced 71.7%
|
|
|
Burleson & Company, LLC
|
Jan 30, 2023 Q4 2022 |
600
shares
|
$31,998
0.0% of portfolio
|
Q3 2022
Reduced 1.64%
|
|
|
Cornerstone Planning Group LLC
Fairfield, NJ |
Nov 04, 2025 Q3 2025 |
589
shares
|
$31,411
0.01% of portfolio
|
Q3 2025
Added 20.94%
|
|
|
Massmutual Trust CO Fsb
|
Oct 22, 2025 Q3 2025 |
581
shares
|
$30,984
0.0% of portfolio
|
Q3 2025
Reduced 0.17%
|
|
|
Main Street Group, LTD
Glen Allen, VA |
Nov 07, 2025 Q3 2025 |
568
shares
|
$30,291
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Nov 03, 2025 Q3 2025 |
550
shares
|
$29,331
0.0% of portfolio
|
Q3 2025
Added 10.0%
|
|
|
Allworth Financial LP
|
Dec 02, 2025 Q3 2025 |
545
shares
|
$29,064
0.0% of portfolio
|
Q3 2025
Added 9.44%
|
|
|
Quarry LP
New York, NY |
Nov 14, 2025 Q3 2025 |
519
shares
|
$27,678
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Wfa Of San Diego, LLC
|
Aug 14, 2025 Q2 2025 |
500
shares
|
$26,665
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Nisa Investment Advisors, LLC
|
Oct 23, 2025 Q3 2025 |
441
shares
|
$23,518
0.0% of portfolio
|
Q2 2025
Added 175.63%
|
|
|
Rise Advisors, LLC
|
Oct 08, 2025 Q3 2025 |
439
shares
|
$23,411
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Capital Advisors, Ltd. LLC
|
Oct 16, 2025 Q3 2025 |
399
shares
|
$21,278
0.0% of portfolio
|
Q2 2025
Added 2.31%
|
|
|
Parallel Advisors, LLC
|
Nov 12, 2025 Q3 2025 |
393
shares
|
$20,958
0.0% of portfolio
|
Q2 2025
Added 1.81%
|
|
|
First Horizon Advisors, Inc.
|
Aug 05, 2025 Q2 2025 |
385
shares
|
$20,532
0.0% of portfolio
|
Q2 2025
Added 21.45%
|
|
|
Hemington Wealth Management
|
Oct 24, 2025 Q3 2025 |
384
shares
|
$20,478
0.0% of portfolio
|
Q3 2025
Added 41.18%
|
|
|
Wealthspire Advisors, LLC
New York, NY |
Nov 13, 2025 Q3 2025 |
347
shares
|
$18,505
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Tsfg, LLC
|
Nov 04, 2025 Q3 2025 |
300
shares
|
$15,999
0.0% of portfolio
|
Q1 2020
New holding
|
|
|
Harvest Group Wealth Management, LLC
|
Apr 28, 2023 Q1 2023 |
300
shares
|
$15,999
0.01% of portfolio
|
Q1 2023
New holding
|
|
|
Proathlete Wealth Management LLC
Boca Raton, FL |
Oct 07, 2025 Q3 2025 |
297
shares
|
$15,839
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Fortitude Family Office, LLC
Scottsdale, AZ |
Oct 17, 2025 Q3 2025 |
282
shares
|
$15,039
0.0% of portfolio
|
Q3 2025
Added 1.81%
|
|