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 628 institutions that hold shares in the stock, with a total of 215 Million shares, which have been reported (via 13F filing form) to have a value of $9.68 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Leo Brokerage, LLC
|
Jul 25, 2023 Q2 2023 |
43,386
shares
|
$1.87 Million
0.16% of portfolio
|
Q2 2023
New holding
|
|
|
Oregon Public Employees Retirement Fund
|
Feb 04, 2025 Q4 2024 |
42,979
shares
|
$1.85 Million
0.04% of portfolio
|
Q4 2024
Added 0.94%
|
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
42,966
shares
|
$1.85 Million
0.0% of portfolio
|
Q3 2023
Added 1.67%
|
|
|
Hennion & Walsh Asset Management, Inc.
|
Jan 14, 2025 Q4 2024 |
42,956
shares
|
$1.85 Million
0.1% of portfolio
|
Q4 2024
Reduced 9.61%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Feb 07, 2025 Q4 2024 |
42,915
shares
|
$1.85 Million
0.0% of portfolio
|
Q4 2024
Added 8.86%
|
|
|
Pacer Advisors, Inc.
Malvern, PA |
Jan 22, 2025 Q4 2024 |
42,429
shares
|
$1.83 Million
0.01% of portfolio
|
Q4 2024
Reduced 3.36%
|
|
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
Feb 13, 2025 Q4 2024 |
42,269
shares
|
$1.82 Million
0.07% of portfolio
|
Q4 2024
Reduced 2.01%
|
|
|
Deka Bank Deutsche Girozentrale
|
Jan 29, 2025 Q4 2024 |
42,023
shares
|
$1.81 Million
0.0% of portfolio
|
Q3 2024
Added 10.09%
|
|
|
First Trust Advisors LP
Wheaton, IL |
Feb 13, 2025 Q4 2024 |
41,530
shares
|
$1.79 Million
0.0% of portfolio
|
Q4 2024
Added 22.58%
|
|
|
Herbst Group, LLC
Westport, CT |
Jan 15, 2025 Q4 2024 |
41,475
shares
|
$1.79 Million
1.35% of portfolio
|
Q4 2024
Added 4.93%
|
|
|
Quantbot Technologies LP
New York, NY |
Feb 11, 2025 Q4 2024 |
41,032
shares
|
$1.77 Million
0.08% of portfolio
|
Q4 2024
Reduced 41.85%
|
|
|
Truist Financial Corp
|
Jan 31, 2025 Q4 2024 |
40,687
shares
|
$1.76 Million
0.0% of portfolio
|
Q4 2024
Added 6.04%
|
|
|
Fjarde Ap Fonden
|
Feb 04, 2025 Q4 2024 |
40,565
shares
|
$1.75 Million
0.02% of portfolio
|
Q4 2024
Reduced 45.3%
|
|
|
Diversified Trust CO
|
Jan 07, 2025 Q4 2024 |
40,564
shares
|
$1.75 Million
0.06% of portfolio
|
Q4 2024
Reduced 31.91%
|
|
|
Bleakley Financial Group, LLC
Fairfield, NJ |
Jan 27, 2025 Q4 2024 |
40,190
shares
|
$1.73 Million
0.06% of portfolio
|
Q4 2024
Reduced 3.72%
|
|
|
Mariner, LLC
Overland Park, KS |
Feb 13, 2025 Q4 2024 |
38,689
shares
|
$1.67 Million
0.0% of portfolio
|
Q4 2024
Added 3.01%
|
|
|
Hilltop Holdings Inc.
Dallas, TX |
Feb 14, 2025 Q4 2024 |
38,463
shares
|
$1.66 Million
0.13% of portfolio
|
Q4 2024
Reduced 8.79%
|
|
|
Strs Ohio
|
Nov 01, 2024 Q3 2024 |
37,799
shares
|
$1.63 Million
0.01% of portfolio
|
Q3 2024
Added 12.41%
|
|
|
Bi Asset Management Fondsmaeglerselskab A
Kobenhavn, G7 |
Feb 13, 2025 Q4 2024 |
36,888
shares
|
$1.59 Million
0.02% of portfolio
|
Q4 2024
Added 274.88%
|
|
|
Xponance, Inc.
|
Feb 10, 2025 Q4 2024 |
36,373
shares
|
$1.57 Million
0.02% of portfolio
|
Q4 2024
Added 6.5%
|
|
|
Utah Retirement Systems
Salt Lake City, UT |
Feb 14, 2025 Q4 2024 |
36,100
shares
|
$1.56 Million
0.02% of portfolio
|
Q2 2024
Reduced 0.82%
|
|
|
Walleye Trading LLC
Plymouth, MN |
Feb 13, 2025 Q4 2024 |
35,889
shares
|
$1.55 Million
0.0% of portfolio
|
Q4 2024
Reduced 44.8%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Feb 07, 2025 Q4 2024 |
35,821
shares
|
$1.55 Million
0.0% of portfolio
|
Q4 2024
Reduced 8.66%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
35,600
shares
|
$1.54 Million
0.01% of portfolio
|
Q4 2024
Added 6.71%
|
|
|
Amica Mutual Insurance CO
|
Feb 12, 2025 Q4 2024 |
35,249
shares
|
$1.52 Million
0.18% of portfolio
|
Q3 2024
Added 12.97%
|