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Get Institutions for : 
The Carlyle Group Inc (CG)  
$31.75 0.00 (0.00%) as of 4:30 Fri 2/14


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 453    33
Total shares held : 
 212,897,504  
% of shares held : 
 61.06%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   39  
Amount of shares held : 
 10,660,747  
% of shares held change : 
   3.06%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price : 
 N/A  
Last Quarter's Ending Price : 
 N/A  
Last Quarter's Average Price : 
 N/A  
Change from last quarter's     
avg. price to the last closing  : 
(%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
66
 5,839,210
 2.74%
 
Increased Positions :
160
 28,076,906
 13.19%
 
Unchanged Positions :
73
 4,417,588
 2.07%
 
Decreased Positions :
154
-18,614,229
-8.74%
 
Closed Positions :
33
-4,641,140
-2.18%
 
Guru Positions :
1
53,990
 0.03%
 
View holdings for period: 3-31-2022 View holdings for period: 6-30-2022 View holdings for period: 9-30-2022 View holdings for period: 12-31-2022 View holdings for period: 3-31-2023 View holdings for period: 6-30-2023 View holdings for period: 09-30-2023 View holdings for the current period

  Page 1 of 1  
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            Institution Name		 Portfolio
Position		 New/Closed
Position
Filing Date
Total Shares
Total Value
Change in Shares
File
   NORGES BANK 516 *New 2023-12-31 3,213,827 $130,771,000 3,213,827
   ALYESKA INVESTMENT GROUP, L.P. 157 *New 2023-12-31 701,494 $28,544,000 701,494
   Retirement Systems of Alabama 412 *New 2023-12-31 271,128 $11,032,000 271,128
   Jessup Wealth Management Inc 10 *New 2024-03-31 162,670 $7,631,000 162,670
   TEXAS PERMANENT SCHOOL FUND 292 *New 2023-12-31 186,981 $7,608,000 186,981
   MUTUAL OF AMERICA CAPITAL MANAGEMENT CORP *New 2023-12-31 132,953 $5,410,000 132,953
   Prana Capital Management LP 67 *New 2023-12-31 108,023 $4,395,000 108,023
   NOMURA HOLDINGS INC 299 *New 2023-12-31 93,706 $3,813,000 93,706
   TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCK 487 *New 2023-12-31 76,000 $3,092,000 76,000
   OREGON PUBLIC EMPLOYEES RETIREMENT FUND 404 *New 2023-12-31 60,923 $2,479,000 60,923
   DEROY & DEVEREAUX PRIVATE INVESTMENT COUNSEL INC 95 *New 2024-03-31 42,385 $1,988,000 42,385
   Simplicity WealthLLC 351 *New 2024-03-31 42,334 $1,986,000 42,334
   NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY 197 *New 2023-12-31 48,159 $1,960,000 48,159
   SUMMIT INVESTMENT ADVISORS INC 307 *New 2023-12-31 48,084 $1,957,000 48,084
   COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS R 636 *New 2023-12-31 47,768 $1,944,000 47,768
   Man Group plc 1128 *New 2023-12-31 41,069 $1,671,000 41,069
   FORA Capital LLC 205 *New 2023-12-31 35,381 $1,440,000 35,381
   BFT FINANCIAL GROUP LLC 98 *New 2023-06-30 43,386 $1,386,000 43,386
   Pacer Advisors Inc. 744 *New 2023-12-31 32,540 $1,324,000 32,540
   FEDERATED INVESTORS INC /PA/ 1103 *New 2023-12-31 26,088 $1,062,000 26,088
   Alpha Paradigm Partners LLC 111 *New 2022-12-31 25,750 $768,000 25,750
   NORDEN GROUP LLC 518 *New 2024-03-31 15,444 $724,000 15,444
   VIRTU FINANCIAL LLC 322 *New 2023-12-31 15,476 $630,000 15,476
   MIRAE ASSET GLOBAL INVESTMENTS CO., LTD. *New 2023-12-31 14,680 $597,000 14,680
   Edgestream Partners L.P. 612 *New 2023-12-31 12,442 $506,000 12,442
   Stamos Capital Partners L.P. 114 *New 2023-12-31 11,980 $487,000 11,980
   Parkside Investments LLC 77 *New 2024-03-31 10,350 $486,000 10,350
   PROSHARE ADVISORS LLC 1084 *New 2023-12-31 11,386 $463,000 11,386
   LEVIN CAPITAL STRATEGIES LP 141 *New 2023-12-31 10,000 $407,000 10,000
   CCM PARTNERS 396 *New 2023-12-31 9,309 $379,000 9,309
   Dynamic Technology Lab Private Ltd 702 *New 2023-12-31 9,095 $370,000 9,095
   ALLSTATE INVESTMENT MANAGEMENT CO 545 *New 2022-12-31 11,005 $328,000 11,005
   STONNINGTON GROUP LLC 184 *New 2023-03-31 10,000 $307,000 10,000
   Machina Capital S.A.S. 194 *New 2023-12-31 7,255 $295,000 7,255
   COLONY GROUP, LLC 686 *New 2023-12-31 6,778 $276,000 6,778
   NORTHEAST INVESTMENT MANAGEMENT 165 *New 2023-12-31 6,500 $264,000 6,500
   PROFUND ADVISORS LLC 853 *New 2023-12-31 6,496 $264,000 6,496
   LANDSCAPE CAPITAL MANAGEMENT L.L.C. 621 *New 2023-12-31 6,168 $251,000 6,168
   DUALITY ADVISERS LP 528 *New 2023-12-31 6,011 $245,000 6,011
   CIBC WORLD MARKETS CORP 709 *New 2023-12-31 6,017 $245,000 6,017
   Pictet North America Advisors SA 124 *New 2023-12-31 5,950 $242,000 5,950
   Private Advisor Group LLC 1926 *New 2023-12-31 5,914 $241,000 5,914
   TWO SIGMA SECURITIES LLC 781 *New 2023-12-31 5,694 $232,000 5,694
   Williams Jones Wealth Management LLC. 453 *New 2023-12-31 5,620 $229,000 5,620
   Investment Partners Asset Management Inc. 126 *New 2024-03-31 4,696 $220,000 4,696
   DAYMARK WEALTH PARTNERS LLC 399 *New 2024-03-31 4,687 $220,000 4,687
   Mirador Capital Partners LP 179 *New 2024-03-31 4,666 $219,000 4,666
   WELLINGTON MANAGEMENT CO LLP 1679 *New 2023-12-31 5,224 $213,000 5,224
   PATHSTONE FAMILY OFFICE, LLC 1492 *New 2023-09-30 6,969 $210,000 6,969
   MISSION WEALTH MANAGEMENT LLC 529 *New 2023-12-31 5,014 $204,000 5,014
   Investment Management Corp of Ontario 650 *New 2023-12-31 5,009 $204,000 5,009
   ATLAS CAPITAL ADVISORS LLC 355 *New 2024-03-31 4,125 $194,000 4,125
   BARRETT & COMPANY INC. 171 *New 2024-03-31 2,600 $122,000 2,600
   Compass Wealth Management LLC 236 *New 2024-03-31 1,215 $57,000 1,215
   ADVISORY SERVICES NETWORK, LLC 2013 *New 2023-12-31 1,168 $48,000 1,168
   SYSTM Wealth Solutions LLC 636 *New 2024-03-31 719 $34,000 719
   Quarry LP 626 *New 2023-12-31 568 $23,000 568
   Farmers & Merchants Trust Co of Chambersburg PA 292 *New 2024-03-31 238 $11,000 238
   HARVEST GROUP WEALTH MANAGEMENT LLC 84 *New 2023-03-31 300 $9,000 300
   HARBOUR INVESTMENTS INC. 2372 *New 2023-12-31 123 $5,000 123
   WETZEL INVESTMENT ADVISORS INC. 659 *New 2024-03-31 109 $5,000 109
   Key Financial Inc 922 *New 2023-12-31 112 $5,000 112
   Beaird Harris Wealth Management LLC 382 *New 2023-12-31 131 $5,000 131
   WOLFF WIESE MAGANA LLC 409 *New 2024-03-31 75 $4,000 75
   BAYSTATE WEALTH MANAGEMENT LLC 1022 *New 2023-12-31 45 $2,000 45
   Efficient Wealth Management LLC *New 2023-12-31 38 $2,000 38
   MV Capital Management Inc. 855 *New 2024-03-31 1 $0 1
   Baldrige Asset Management LLC 465 *New 2023-03-31 7 $0 7
   FWL INVESTMENT MANAGEMENT LLC 251 *New 2023-12-31 0 $0 0
  69 Records found
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