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 |
|---|---|---|---|---|---|
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
Dec 29, 2025 Q3 2025 |
114
shares
|
$6,079
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
First Horizon Corp
Memphis, TN |
Oct 24, 2025 Q3 2025 |
111
shares
|
$5,919
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Jpl Wealth Management, LLC
Highlands Ranch, CO |
Nov 14, 2025 Q3 2025 |
110
shares
|
$5,866
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Meeder Asset Management Inc
|
Oct 24, 2025 Q3 2025 |
107
shares
|
$5,706
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Parkside Financial Bank & Trust
|
Oct 30, 2025 Q3 2025 |
105
shares
|
$5,599
0.0% of portfolio
|
Q2 2025
Reduced 16.67%
|
|
|
Vision Financial Markets LLC
Stamford, CT |
Nov 06, 2025 Q3 2025 |
103
shares
|
$5,492
0.01% of portfolio
|
Q3 2025
Added 0.98%
|
|
|
Steward Financial Group LLC
|
Oct 20, 2023 Q3 2023 |
103
shares
|
$5,492
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Sugarloaf Wealth Management, LLC
|
Jan 10, 2025 Q4 2024 |
79
shares
|
$4,213
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Harvest Fund Management Co., LTD
Beijing, F4 |
Nov 13, 2025 Q3 2025 |
72
shares
|
$3,839
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
Oct 20, 2025 Q3 2025 |
69
shares
|
$3,679
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Avion Wealth
The Woodlands, TX |
Oct 24, 2025 Q3 2025 |
68
shares
|
$3,626
0.0% of portfolio
|
Q3 2025
Added 13.33%
|
|
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
Jul 10, 2025 Q2 2025 |
66
shares
|
$3,519
0.0% of portfolio
|
Q2 2025
Added 1.54%
|
|
|
Nbt Bank N A
|
Oct 28, 2025 Q3 2025 |
63
shares
|
$3,359
0.0% of portfolio
|
Q3 2025
Reduced 76.32%
|
|
|
Cullen/Frost Bankers, Inc.
|
Oct 31, 2025 Q3 2025 |
55
shares
|
$2,933
0.0% of portfolio
|
Q2 2025
Added 189.47%
|
|
|
Private Wealth Management Group, LLC
Princeton, NJ |
Oct 17, 2025 Q3 2025 |
54
shares
|
$2,879
0.0% of portfolio
|
Q2 2025
Reduced 50.0%
|
|
|
Birchbrook, Inc.
Bangor, ME |
Nov 03, 2025 Q3 2025 |
53
shares
|
$2,826
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
Oct 14, 2025 Q3 2025 |
53
shares
|
$2,826
0.0% of portfolio
|
Q3 2025
Added 17.78%
|
|
|
Private Capital Group, LLC
|
Jul 28, 2022 Q2 2022 |
52
shares
|
$2,773
0.0% of portfolio
|
Q1 2022
New holding
|
|
|
Cloud Capital Management, LLC
Seattle, WA |
Nov 03, 2025 Q3 2025 |
47
shares
|
$2,506
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
45
shares
|
$2,399
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
True Wealth Design, LLC
Akron, OH |
Oct 21, 2025 Q3 2025 |
44
shares
|
$2,346
0.0% of portfolio
|
Q2 2025
Added 340.0%
|
|
|
South State Corp
|
Nov 05, 2025 Q3 2025 |
39
shares
|
$2,079
0.0% of portfolio
|
Q3 2025
Reduced 50.63%
|
|
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
Nov 12, 2025 Q3 2025 |
36
shares
|
$1,919
0.0% of portfolio
|
Q4 2024
Reduced 50.0%
|
|
|
Cribstone Capital Management, LLC
Augusta, ME |
Feb 14, 2023 Q4 2022 |
35
shares
|
$1,866
0.0% of portfolio
|
Q3 2021
New holding
|
|
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
Nov 03, 2025 Q3 2025 |
35
shares
|
$1,866
0.0% of portfolio
|
Q2 2025
New holding
|
|