CG — Carlyle Group Inc Com Institutional Holders · Q3 2026
Who owns Carlyle Group Inc Com (CG)? 17 institutions reported holding $24.39M in SEC 13F filings for Q3 2026 (period ended 2026-09-30). Largest holders: Argent Capital Management LLC ($10.3M), Galvin, Gaustad & Stein, LLC ($6.7M), Sound Income Strategies, LLC ($5.0M).
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | ARGENT CAPITAL MANAGEMENT LLC | $10.3M | 258,612 | Trimmed |
| 2 | Galvin, Gaustad & Stein, LLC | $6.7M | 169,328 | Trimmed |
| 3 | Sound Income Strategies, LLC | $5.0M | 129,024 | Added |
| 4 | MOODY NATIONAL BANK TRUST DIVISION | $962,628 | 24,272 | Added |
| 5 | Farther Finance Advisors, LLC | $421,008 | 10,615 | Added |
| 6 | Everhart Financial Group, Inc. | $412,980 | 10,413 | Trimmed |
| 7 | GAMMA Investing LLC | $341,671 | 8,615 | Added |
| 8 | Wedmont Private Capital | $236,829 | 6,169 | Trimmed |
| 9 | MassMutual Private Wealth & Trust, FSB | $41,564 | 1,048 | Added |
| 10 | CX Institutional | $21,000 | 525 | Added |
| 11 | Retirement Wealth Solutions LLC | $13,485 | 340 | Trimmed |
| 12 | Versant Capital Management, Inc | $12,731 | 321 | Added |
| 13 | ARMSTRONG ADVISORY GROUP, INC | $1,547 | 39 | New |
| 14 | Planning Strategies Inc. | $674 | 17 | Added |
| 15 | Davis Capital Management | $357 | 9 | Trimmed |
| 16 | CoreCap Advisors, LLC | $198 | 5 | Trimmed |
| 17 | Allen Mooney & Barnes Investment Advisors LLC | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-09-30