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Carlyle Group shares owned by Advisor OS

Quarter-by-quarter ownership of Carlyle Group (CG) shares owned by Advisor OS from 13F filings

Historical chart of Advisor OS investment in Carlyle Group

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All positions including Carlyle Group held by Advisor OS consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Carlyle Group by Advisor OS

Quarter filed Position value Share count Share price at filing
2025-09-30 $375k 6.0k 62.70
2025-06-30 $337k 6.6k 51.40
2025-03-31 $286k 6.6k 43.59
2024-12-31 $279k 5.5k 50.49

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Top funds holding Carlyle Group

BlackRock
Vanguard Group
Capital World Investors
Harris Associates L.P
State Street Corporation
Morgan Stanley
William Blair Investment Management
Massachusetts Financial Services
Robeco Investment Management
Alkeon Capital Management
Millennium Management
Geode Capital Management
Ariel Investments
UBS Group
Legal & General Group

View all funds holding Carlyle Group