Skip to content
Disclosery

CG CARLYLE GROUP INC

Follow

Stock (common), issuer CIK 1527166

551 managers (565 13F filers) reported a position in CG shares at 2024-12-31, 215,694,329 shares in all. 68 filers opened a position and 45 filers sold out during the quarter.

Managers
551
13F filers
565
New
68
Added
191
Reduced
187
Sold out
45
Shares held by filers
215,694,329

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q4 2024

Filers in the available 13F reports with a share position at 2024-12-31, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
DIVERSIFIED TRUST CO40,564$2.05M0.05%-19,01413F-HRTimeline
FJARDE AP-FONDEN /FOURTH SWEDISH NATION…40,565$2.05M0.02%-33,60013F-HRTimeline
Bleakley Financial Group, LLC40,190$2.03M0.06%-1,55213F-HRTimeline
Sanctuary Advisors, LLC35,600$2M0.01%+2,24013F-HRTimeline
Mariner, LLCin group Mariner, LLC38,689$1.95M<0.01%+1,12913F-HRTimelineGroup
Hilltop Holdings Inc.in group Hilltop Holdings Inc.38,463$1.94M0.12%-3,70813F-HRTimelineGroup
BI Asset Management Fondsmaeglerselskab…in group BI Asset Management Fondsmaeg…36,888$1.86M0.02%+27,04813F-HRTimelineGroup
XPONANCE LLC36,373$1.84M0.02%+2,22113F-HRTimeline
Utah Retirement Systems36,100$1.82M0.02%013F-HRTimeline
AMICA MUTUAL INSURANCE CO35,249$1.78M0.18%013F-HRTimeline
PARK CIRCLE Co34,765$1.76M1.6%013F-HRTimeline
Wolf Group Capital Advisors51,107$1.63M0.79%013F-HRTimeline
Pacific Capital Partners Ltd32,074$1.62M0.95%-6,00013F-HRTimeline
SG Americas Securities, LLC31,592$1.59M0.01%-3,86513F-HRTimeline
Dynamic Technology Lab Private Ltd31,395$1.58M0.25%+23,56713F-HRTimeline
Aster Capital Management (DIFC) Ltd30,687$1.55M0.59%+30,55813F-HRTimeline
BANQUE PICTET & CIE SA28,700$1.45M0.01%013F-HRTimeline
MOODY NATIONAL BANK TRUST DIVISIONin group MOODY NATIONAL BANK TRUST DIV…28,409$1.43M0.15%-1,91413F-HRTimelineGroup
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…28,393$1.43M<0.01%-20013F-HRTimelineGroup
Mirae Asset Global Investments Co., Ltd.in group Mirae Asset Global Investment…28,257$1.43M0.01%+8,32613F-HRTimelineGroup
NISSAY ASSET MANAGEMENT CORP /JAPAN28,026$1.43M0.01%-29613F-HRTimeline
D.A. DAVIDSON & CO.28,072$1.42M0.01%+75013F-HRTimeline
VOYA INVESTMENT MANAGEMENT LLCin group VOYA INVESTMENT MANAGEMENT LLC26,623$1.34M<0.01%-1,83913F-HR/ATimelineGroup
JEPPSON WEALTH MANAGEMENT, LLC26,619$1.34M0.49%-72013F-HRTimeline
WOLVERINE TRADING, LLC26,341$1.33M0.03%new13F-HRTimeline
MML INVESTORS SERVICES, LLC26,097$1.32M<0.01%+9,01213F-HRTimeline
Waterfront Wealth Inc.26,065$1.32M0.32%-20013F-HRTimeline
BLAIR WILLIAM & CO/IL25,880$1.31M<0.01%-18,55213F-HRTimeline
HOERTKORN RICHARD CHARLES25,000$1.26M0.52%-10013F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…24,901$1.26M<0.01%-5,28313F-HRTimelineGroup
Sumitomo Mitsui DS Asset Management Com…in group SUMITOMO MITSUI FINANCIAL GRO…24,853$1.25M0.01%+7,53913F-HRTimelineGroup
New York Life Investment Management LLCin group New York Life Investment Mana…24,262$1.22M0.01%-1,16513F-HRTimelineGroup
Cambridge Investment Research Advisors,…24,111$1.22M<0.01%-63513F-HRTimeline
State of Alaska, Department of Revenue24,060$1.21M0.01%-36513F-HRTimeline
SCHRODER INVESTMENT MANAGEMENT GROUP23,127$1.17M<0.01%+1,25713F-HRTimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC23,072$1.16M0.02%+5,06113F-HRTimelineGroup
Franklin Resourcesgroup of 2 filers holding23,004$1.16M-207,269Timeline
Riverwater Partners LLC22,706$1.15M0.56%+57513F-HRTimeline
Meiji Yasuda Life Insurance Cogroup of 2 filers holding22,704$1.15M+14,050Timeline
QRG CAPITAL MANAGEMENT, INC.22,359$1.13M0.01%-2,08613F-HRTimeline
AMG National Trust Bank20,911$1.06M0.03%-38,33713F-HRTimeline
Atria Investments, Inc20,923$1.06M0.01%+1,06213F-HRTimeline
Arkadios Wealth Advisors20,146$1.02M0.06%new13F-HRTimeline
PUBLIC EMPLOYEES RETIREMENT ASSOCIATION…20,098$1.01M<0.01%013F-HRTimeline
&PARTNERS19,841$1.01M0.01%+2,36313F-HRTimeline
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC19,261$972K0.02%-3,71613F-HRTimelineGroup
NORDEA INVESTMENT MANAGEMENT ABin group NORDEA INVESTMENT MANAGEMENT …19,050$967K<0.01%+12413F-HRTimelineGroup
EntryPoint Capital, LLC19,059$962K0.4%+5,70513F-HRTimeline
Clearstead Advisors, LLC18,092$913K0.01%-31213F-HRTimeline
O'ROURKE & COMPANY, Inc17,990$908K0.44%+26613F-HRTimeline
Daiwa Securities Group Inc.in group Daiwa Securities Group Inc.17,873$902K<0.01%013F-HRTimelineGroup
SYM FINANCIAL Corp17,832$900K0.12%new13F-HRTimeline
FEDERATED HERMES, INC.in group FEDERATED HERMES, INC.17,680$893K<0.01%-3,79413F-HRTimelineGroup
TD Waterhouse Canada Inc.17,621$890K0.01%-4,71513F-HRTimeline
AVIVA PLCin group AVIVA PLC17,408$879K<0.01%+22713F-HRTimelineGroup
MERCER GLOBAL ADVISORS INC /ADV17,306$874K<0.01%-9,31013F-HRTimeline
Gulf International Bank (UK) Ltd17,248$870K0.02%013F-HRTimeline
Tredje AP-fonden17,018$859K0.01%-17,01713F-HRTimeline
Avanza Fonder AB16,389$827K0.02%13F-HRTimeline
Elo Mutual Pension Insurance Co16,182$817K0.02%-4,59613F-HRTimeline
Arete Wealth Advisors, LLC15,988$807K0.06%+4,61913F-HRTimeline
Jain Global LLC15,975$807K0.02%13F-HRTimeline
SECURIAN ASSET MANAGEMENT, INC15,953$805K0.02%-39713F-HRTimeline
PRUDENTIAL FINANCIAL INCin group PRUDENTIAL FINANCIAL INC15,936$804K<0.01%-1,76513F-HRTimelineGroup
Swedbank ABin group Swedbank AB15,826$799K<0.01%013F-HRTimelineGroup
INTREPID CAPITAL MANAGEMENT INC15,735$794K0.4%+71713F-HRTimeline
BALDWIN WEALTH PARTNERS LLC/MA15,720$794K0.06%013F-HRTimeline
SYNOVUS FINANCIAL CORP15,621$789K0.01%+91213F-HRTimeline
JANUS HENDERSON GROUP PLCin group Janus Henderson15,394$777K<0.01%-3,60013F-HRTimelineGroup
SMH CAPITAL ADVISORS INC15,104$763K1.84%-84813F-HRTimeline
THOROUGHBRED FINANCIAL SERVICES, LLC15,097$762K0.05%+4213F-HRTimeline
GARRISON BRADFORD & ASSOCIATES INC15,080$761K0.8%-98813F-HRTimeline
Carson Advisory Inc.15,026$759K0.53%-19713F-HRTimeline
Swiss Life Asset Management Ltdin group Swiss Life Asset Management L…15,023$757K0.01%+9,49913F-HRTimelineGroup
Bridgewater Associates, LP14,308$722K<0.01%new13F-HRTimeline
FIRST MANHATTAN CO. LLC.14,075$711K<0.01%013F-HRTimeline
Allianz Asset Management GmbHin group Allianz SE14,063$710K<0.01%-15,16613F-HRTimelineGroup
Zhang Financial LLC13,833$698K0.04%+1,03513F-HRTimeline
UNITED SERVICES AUTOMOBILE ASSOCIATIONin group UNITED SERVICES AUTOMOBILE AS…13,744$694K0.02%013F-HRTimelineGroup
Guinness Asset Management LTD13,719$693K0.01%+4,11313F-HRTimeline
CAPITAL MANAGEMENT ASSOCIATES /NY/13,659$690K0.81%-2,86513F-HRTimeline
CIBC Asset Management Inc13,474$680K<0.01%+1,29113F-HRTimeline
Stablepoint Partners, LLC13,377$675K0.12%013F-HRTimeline
Creative Planningin group Creative Planning13,340$674K<0.01%+55313F-HRTimelineGroup
Illinois Municipal Retirement Fund13,317$672K0.01%013F-HRTimeline
Machina Capital S.A.S.13,295$671K0.28%new13F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…13,105$662K0.01%-8,35213F-HRTimelineGroup
SEGALL BRYANT & HAMILL, LLC13,000$656K0.01%013F-HRTimeline
North Star Investment Management Corp.12,993$656K0.05%+54113F-HRTimeline
Sterling Capital Management LLC12,976$655K0.01%+4,58613F-HRTimeline
PROMETHIUM ADVISORS,LLC12,915$652K0.45%-25013F-HRTimeline
FFT WEALTH MANAGEMENT LLC12,887$651K0.05%+86313F-HRTimeline
INTECH INVESTMENT MANAGEMENT LLC12,818$647K0.01%+7,07013F-HRTimeline
Maryland State Retirement & Pension Sys…12,516$632K0.01%013F-HRTimeline
LANDSCAPE CAPITAL MANAGEMENT, L.L.C.in group LANDSCAPE CAPITAL MANAGEMENT,…12,411$627K0.07%-12,20013F-HRTimelineGroup
M&G PLCin group M&G PLC12,500$625K<0.01%new13F-HRTimelineGroup
B. Riley Wealth Advisors, Inc.12,332$623K0.02%-53213F-HRTimeline
JOURNEY STRATEGIC WEALTH LLC12,328$622K0.02%+48113F-HRTimeline
Stiles Financial Services Inc12,081$610K0.22%-13213F-HRTimeline
TBH Global Asset Management, LLC11,773$594K0.14%013F-HRTimeline
iSAM Funds (UK) Ltdin group iSAM Funds (UK) Ltd11,765$594K0.44%new13F-HRTimelineGroup
Impact Partnership Wealth, LLC11,675$589K0.12%new13F-HRTimeline
Edgestream Partners, L.P.11,568$584K0.02%-86,93613F-HRTimeline
MACQUARIE GROUP LTDin group MACQUARIE GROUP LTD11,544$583K<0.01%+92213F-HRTimelineGroup
HB Wealth Management, LLC11,380$575K0.01%+3,08813F-HRTimeline
CARRET ASSET MANAGEMENT, LLC11,290$570K0.06%-60013F-HRTimeline
TOKIO MARINE ASSET MANAGEMENT CO LTDin group TOKIO MARINE HOLDINGS, INC.11,288$570K0.02%+72213F-HRTimelineGroup
TRITONPOINT WEALTH, LLCin group TritonPoint Partners, LLC11,180$564K0.05%013F-HRTimelineGroup
McGowan Group Asset Management, Inc.11,148$563K0.08%-9613F-HRTimeline
Schonfeld Strategic Advisors LLC10,955$553K<0.01%-32,87713F-HRTimeline
Fort Sheridan Advisors LLC10,800$545K0.08%013F-HRTimeline
AXA S.A.in group AXA S.A.10,718$541K<0.01%new13F-HRTimelineGroup
Pathstone Holdings, LLCin group Pathstone Holdings, LLC10,579$534K<0.01%+90013F-HRTimelineGroup
CIBC WORLD MARKETS CORP10,483$529K<0.01%-3,14813F-HRTimeline
Retirement Planning Co of New England, …10,259$518K0.25%-64113F-HRTimeline
MARSHALL WACE, LLPin group MARSHALL WACE, LLP10,062$508K<0.01%-1,363,10513F-HRTimelineGroup
ProShare Advisors LLC9,878$499K<0.01%+71213F-HRTimeline
MONETA GROUP INVESTMENT ADVISORS LLC9,828$496K0.01%+1,75113F-HRTimeline
Verition Fund Management LLC9,806$495K<0.01%+2,47713F-HRTimeline
Belpointe Asset Management LLC12,230$491K0.03%new13F-HRTimeline
Fortis Capital Advisors, LLC12,230$491K0.17%new13F-HRTimeline
1832 Asset Management L.P.9,705$490K<0.01%new13F-HRTimeline
BEARING POINT CAPITAL, LLC9,570$483K0.1%13F-HRTimeline
STOREBRAND ASSET MANAGEMENT AS9,399$475K<0.01%+5,41813F-HRTimeline
DAVENPORT & Co LLC9,366$473K<0.01%+1,27213F-HRTimeline
NewEdge Advisors, LLC9,278$468K<0.01%+4,32713F-HRTimeline
Fiduciary Group, LLC8,800$444K0.04%+30013F-HRTimeline
Hamilton Capital Partners Inc.8,782$443K0.03%+3,18213F-HRTimeline
WELLINGTON MANAGEMENT GROUP LLPin group WELLINGTON MANAGEMENT GROUP L…8,664$437K<0.01%+34413F-HRTimelineGroup
E&G Advisors, LLC8,600$434K0.12%-10013F-HRTimeline
Orion Porfolio Solutions, LLC8,416$425K<0.01%new13F-HRTimeline
Orion Portfolio Solutions, LLC8,416$425K<0.01%new13F-HRTimeline
Glenview Trust Co8,391$424K0.01%013F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC8,288$418K<0.01%+1,52113F-HRTimelineGroup
PFG Investments, LLC8,271$418K0.03%-1,34313F-HRTimeline
Triad Wealth Partners, LLC8,265$417K0.15%new13F-HRTimeline
Segment Wealth Management, LLC8,200$414K0.03%013F-HRTimeline
Moors & Cabot, Inc.8,153$412K0.02%-40013F-HRTimeline
NewEdge Wealth, LLC8,059$407K0.01%+5213F-HRTimeline
Principle Wealth Partners LLC8,031$405K0.03%013F-HRTimeline
Kovack Advisors, Inc.7,984$403K0.04%-1,14413F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC7,980$403K<0.01%+2,51113F-HRTimeline
SHELTON CAPITAL MANAGEMENT7,936$401K0.01%-71813F-HRTimeline
Verdence Capital Advisors LLC7,836$396K0.03%+1713F-HRTimeline
PRAXIS INVESTMENT MANAGEMENT INC7,720$390K0.03%new13F-HRTimeline
Triangle Securities Wealth Management7,615$384K0.1%-73013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
FIFTH THIRD BANK, NATIONAL ASSOCIATIONgroup of 2 filers holding7,525$380K+337Timeline
EdgeRock Capital LLC7,506$379K0.25%013F-HRTimeline
Oak Thistle LLC7,361$372K0.11%new13F-HRTimeline
CREDIT AGRICOLE S Ain group CREDIT AGRICOLE S A7,340$371K<0.01%+2,17013F-HRTimelineGroup
Visionary Wealth Advisors7,153$361K0.02%-29813F-HRTimeline
Keebeck Wealth Management7,057$356K0.05%013F-HRTimeline
CAPTRUST FINANCIAL ADVISORS7,034$355K<0.01%+5413F-HRTimeline
SlateStone Wealth, LLC7,029$355K0.03%013F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…7,015$354K0.01%new13F-HRTimelineGroup
Everhart Financial Group, Inc.6,969$352K0.07%+88113F-HRTimeline
DMC Group, LLC6,932$350K0.28%+28313F-HRTimeline
Fayez Sarofim & Coin group Fayez Sarofim & Co6,849$346K<0.01%013F-HRTimelineGroup
ALLSTATE CORPin group ALLSTATE CORP6,691$338K0.01%new13F-HRTimelineGroup
Enterprise Financial Services Corpin group Enterprise Financial Services…6,677$337K0.19%-5313F-HRTimelineGroup
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC6,640$335K<0.01%-89,81713F-HRTimelineGroup
Forum Financial Management, LPin group Forum Financial Management, LP6,540$330K0.01%new13F-HR/ATimelineGroup
Sterneck Capital Management, LLC6,469$327K0.18%-95013F-HRTimeline
Investment Management Corp of Ontario6,409$324K0.01%-1,30013F-HRTimeline
Fieldview Capital Management, LLC6,321$319K0.05%13F-HRTimeline
BFSG, LLC6,312$319K0.04%-45013F-HRTimeline
B. Metzler seel. Sohn & Co. AGin group B. Metzler seel. Sohn & Co. AG6,150$311K<0.01%013F-HRTimelineGroup
Covenant Partners, LLC6,129$309K0.1%new13F-HRTimeline
LAKE STREET ADVISORS GROUP, LLC6,112$309K0.01%-1,14713F-HRTimeline
M&T Bank Corpin group M&T Bank Corp6,103$308K<0.01%+92813F-HRTimelineGroup
SPIRIT OF AMERICA MANAGEMENT CORP/NY6,050$305K0.06%013F-HRTimeline
Catalyst Capital Advisors LLC6,000$303K0.01%-65313F-HRTimeline
Stonegate Investment Group, LLC6,000$303K0.01%013F-HRTimeline
Pictet North America Advisors SA5,950$300K0.03%013F-HRTimeline
CHOREO, LLC5,849$295K<0.01%-2,93513F-HRTimeline
Private Advisor Group, LLC5,781$292K<0.01%-2,93213F-HRTimeline
Westbourne Investment Advisors, Inc.5,700$288K0.1%013F-HRTimeline
Cresset Asset Management, LLC5,671$286K<0.01%-5,78813F-HRTimeline
Jaffetilchin Investment Partners, LLC5,621$284K0.02%-513F-HRTimeline
CARY STREET PARTNERS ASSET MANAGEMENT L…group of 2 filers holding5,608$283K+549Timeline
Integrated Wealth Concepts LLC5,555$280K<0.01%+6613F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC5,526$279K<0.01%new13F-HRTimelineGroup
Advisor OS, LLCin group Advisor OS, LLC5,519$279K0.03%new13F-HRTimelineGroup
HARBOR INVESTMENT ADVISORY, LLC5,500$278K0.03%-50013F-HRTimeline
GAMMA Investing LLC5,463$276K0.02%+50913F-HRTimeline
J.W. COLE ADVISORS, INC.5,439$275K0.01%new13F-HRTimeline
American Trust5,320$269K0.02%+34013F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…5,318$269K<0.01%-1,22513F-HR/ATimeline
Fort Point Capital Partners LLC5,225$264K0.03%-39513F-HRTimeline
Tidal Investments LLCin group Tidal Investments LLC5,219$264K<0.01%+30613F-HRTimelineGroup
REGATTA CAPITAL GROUP, LLC5,144$260K0.05%013F-HRTimeline
MISSION WEALTH MANAGEMENT, LP5,124$259K0.01%+11013F-HRTimeline
KRS Capital Management, LLC5,120$259K0.18%013F-HRTimeline
Cutter & CO Brokerage, Inc.5,117$258K0.06%+2613F-HRTimeline
YHB Investment Advisors, Inc.5,065$256K0.02%013F-HRTimeline
Slow Capital, Inc.5,041$255K0.04%013F-HRTimeline
Center For Asset Management LLC5,033$254K0.16%new13F-HRTimeline
Carnegie Lake Advisors LLC5,015$253K0.1%013F-HRTimeline
PROFUND ADVISORS LLC4,972$251K0.01%-70613F-HRTimeline
Vident Advisory, LLCin group Vident Advisory, LLC4,958$250K<0.01%-52813F-HRTimelineGroup