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 |
|---|---|---|---|---|---|
|
Bokf, Na
Tulsa, OK |
Nov 13, 2025 Q3 2025 |
276
shares
|
$14,719
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Albion Financial Group
|
Oct 20, 2025 Q3 2025 |
273
shares
|
$14,559
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Mai Capital Management
|
Nov 10, 2025 Q3 2025 |
273
shares
|
$14,559
0.0% of portfolio
|
Q3 2025
Reduced 67.77%
|
|
|
Raiffeisen Bank International Ag
Vienna, C4 |
Nov 10, 2025 Q3 2025 |
262
shares
|
$13,972
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Financial Consulate, Inc
|
Oct 20, 2025 Q3 2025 |
261
shares
|
$13,919
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
High Note Wealth, LLC
Deephaven, MN |
Nov 03, 2025 Q3 2025 |
258
shares
|
$13,759
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Clearstead Trust, LLC
Portland, ME |
Nov 10, 2025 Q3 2025 |
250
shares
|
$13,332
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Darwin Advisors, LLC
|
Oct 16, 2025 Q3 2025 |
240
shares
|
$12,799
0.01% of portfolio
|
Q3 2025
Added 0.42%
|
|
|
Binnacle Investments Inc
Urbandale, IA |
Nov 14, 2025 Q3 2025 |
211
shares
|
$11,252
0.01% of portfolio
|
Q2 2025
Added 3.43%
|
|
|
Clayton Financial Group LLC
St. Louis, MO |
Oct 15, 2025 Q3 2025 |
210
shares
|
$11,199
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 12, 2025 Q3 2025 |
205
shares
|
$10,932
0.0% of portfolio
|
Q3 2025
Added 0.99%
|
|
|
S&T Bank
Indiana, PA |
Nov 14, 2025 Q3 2025 |
202
shares
|
$10,772
0.0% of portfolio
|
Q3 2025
Added 392.68%
|
|
|
Glen Eagle Advisors, LLC
Kingston, NJ |
Nov 14, 2025 Q3 2025 |
200
shares
|
$10,666
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Berbice Capital Management LLC
Melville, NY |
Nov 12, 2025 Q3 2025 |
200
shares
|
$10,666
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Advisor Net Financial, Inc
|
Oct 09, 2025 Q3 2025 |
199
shares
|
$10,612
0.0% of portfolio
|
Q2 2025
Reduced 9.13%
|
|
|
Farmers & Merchants Investments Inc
|
Oct 17, 2025 Q3 2025 |
195
shares
|
$10,399
0.0% of portfolio
|
Q3 2025
Added 14.71%
|
|
|
Deseret Mutual Benefit Administrators
|
Oct 30, 2025 Q3 2025 |
175
shares
|
$9,332
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Colonial Trust CO / Sc
Spartanburg, SC |
Nov 10, 2025 Q3 2025 |
171
shares
|
$9,119
0.0% of portfolio
|
Q2 2025
Added 23.91%
|
|
|
Bell Investment Advisors, Inc
Oakland, CA |
Nov 21, 2025 Q3 2025 |
170
shares
|
$9,066
0.0% of portfolio
|
Q2 2025
Added 31.78%
|
|
|
Global X Japan Co., Ltd.
Chiyoda Ku, Tokyo, M0 |
Oct 15, 2025 Q3 2025 |
154
shares
|
$8,212
0.0% of portfolio
|
Q3 2025
Reduced 63.85%
|
|
|
Jfs Wealth Advisors, LLC
|
Nov 10, 2025 Q3 2025 |
143
shares
|
$7,626
0.0% of portfolio
|
Q3 2025
Added 23.28%
|
|
|
Planning Capital Management Corp
Paoli, PA |
Nov 06, 2024 Q3 2024 |
131
shares
|
$6,986
0.0% of portfolio
|
Q3 2024
Added 0.77%
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Oct 16, 2025 Q3 2025 |
125
shares
|
$6,666
0.0% of portfolio
|
Q4 2024
Reduced 94.84%
|
|
|
Moisand Fitzgerald Tamayo, LLC
|
Oct 23, 2025 Q3 2025 |
121
shares
|
$6,452
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Bruce G. Allen Investments, LLC
Denver, CO |
Oct 30, 2025 Q3 2025 |
120
shares
|
$6,399
0.01% of portfolio
|
Q2 2025
Reduced 38.46%
|
|