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 720 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 |
|---|---|---|---|---|---|
|
Kerusso Capital Management LLC
Winston Salem, NC |
Oct 28, 2025 Q3 2025 |
65,665
shares
|
$3.5 Million
2.53% of portfolio
|
Q3 2025
Reduced 5.62%
|
|
|
Janney Montgomery Scott LLC
|
Oct 27, 2025 Q3 2025 |
65,630
shares
|
$3.5 Million
0.01% of portfolio
|
Q3 2025
Reduced 10.13%
|
|
|
Lighthouse Investment Partners, LLC
Palm Beach Gardens, FL |
Nov 14, 2025 Q3 2025 |
65,002
shares
|
$3.47 Million
0.13% of portfolio
|
Q3 2025
Reduced 39.27%
|
|
|
Pictet Asset Management Sa
Geneva 73, V8 |
Aug 10, 2023 Q2 2023 |
64,572
shares
|
$3.44 Million
0.0% of portfolio
|
Q2 2023
Reduced 38.78%
|
|
|
Phase 2 Partners, LLC
San Francisco, CA |
Feb 14, 2025 Q4 2024 |
63,887
shares
|
$3.41 Million
2.78% of portfolio
|
Q4 2024
Reduced 62.84%
|
|
|
Woodbridge CO LTD
Toronto, A6 |
Nov 12, 2025 Q3 2025 |
63,000
shares
|
$3.36 Million
0.63% of portfolio
|
Q2 2025
New holding
|
|
|
Augustine Asset Management Inc
|
Oct 22, 2025 Q3 2025 |
62,056
shares
|
$3.31 Million
0.82% of portfolio
|
Q3 2025
Reduced 1.95%
|
|
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
Nov 06, 2025 Q3 2025 |
62,005
shares
|
$3.31 Million
0.04% of portfolio
|
Q3 2025
Reduced 42.05%
|
|
|
State Of Michigan Retirement System
|
Nov 05, 2025 Q3 2025 |
62,000
shares
|
$3.31 Million
0.02% of portfolio
|
Q3 2025
Added 21.09%
|
|
|
Deroy & Devereaux Private Investment Counsel Inc
|
Oct 28, 2025 Q3 2025 |
60,635
shares
|
$3.23 Million
0.19% of portfolio
|
Q3 2025
Reduced 25.31%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 22, 2025 Q3 2025 |
60,193
shares
|
$3.21 Million
0.0% of portfolio
|
Q3 2025
Reduced 20.13%
|
|
|
Northwestern Mutual Investment Management Company, LLC
|
Nov 07, 2025 Q3 2025 |
58,049
shares
|
$3.1 Million
0.05% of portfolio
|
Q3 2025
Added 22.02%
|
|
|
Landscape Capital Management, L.L.C.
|
Nov 13, 2025 Q3 2025 |
56,427
shares
|
$3.01 Million
0.25% of portfolio
|
Q3 2025
New holding
|
|
|
Coastal Bridge Advisors, LLC
|
Nov 03, 2025 Q3 2025 |
56,137
shares
|
$2.99 Million
0.29% of portfolio
|
Q3 2025
Reduced 5.02%
|
|
|
Sawtooth Solutions, LLC
|
Jan 29, 2024 Q4 2023 |
55,766
shares
|
$2.97 Million
0.06% of portfolio
|
Q4 2023
Reduced 1.44%
|
|
|
Healthcare Of Ontario Pension Plan Trust Fund
Toronto, A6 |
Nov 13, 2025 Q3 2025 |
55,000
shares
|
$2.93 Million
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Jrm Investment Counsel, LLC
|
Nov 12, 2025 Q3 2025 |
54,240
shares
|
$2.89 Million
1.02% of portfolio
|
Q3 2025
New holding
|
|
|
New Mexico Educational Retirement Board
|
Dec 15, 2025 Q3 2025 |
53,800
shares
|
$2.87 Million
0.1% of portfolio
|
Q3 2025
Added 23.39%
|
|
|
Oregon Public Employees Retirement Fund
|
Oct 23, 2025 Q3 2025 |
52,486
shares
|
$2.8 Million
0.04% of portfolio
|
Q3 2025
Added 20.14%
|
|
|
Verition Fund Management LLC
Greenwich, CT |
Nov 14, 2025 Q3 2025 |
52,222
shares
|
$2.78 Million
0.02% of portfolio
|
Q3 2025
Reduced 96.19%
|
|
|
Fjarde Ap Fonden
|
Oct 28, 2025 Q3 2025 |
51,586
shares
|
$2.75 Million
0.03% of portfolio
|
Q3 2025
Added 2.63%
|
|
|
Ensign Peak Advisors, Inc
Salt Lake City, UT |
Nov 13, 2025 Q3 2025 |
51,567
shares
|
$2.75 Million
0.01% of portfolio
|
Q3 2025
Reduced 23.43%
|
|
|
Handelsbanken Fonder Ab
|
Nov 12, 2025 Q3 2025 |
51,300
shares
|
$2.74 Million
0.01% of portfolio
|
Q3 2025
Reduced 10.47%
|
|
|
Gfg Capital, LLC
|
Oct 07, 2025 Q3 2025 |
50,878
shares
|
$2.71 Million
1.15% of portfolio
|
Q3 2025
New holding
|
|
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
Nov 10, 2025 Q3 2025 |
49,676
shares
|
$2.65 Million
0.14% of portfolio
|
Q3 2025
Reduced 8.26%
|
|