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Disclosery

CG CARLYLE GROUP INC

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Stock (common), issuer CIK 1527166

516 managers (529 13F filers) reported a position in CG shares at 2025-03-31, 226,218,709 shares in all. 49 filers opened a position and 82 filers sold out during the quarter.

Managers
516
13F filers
529
New
49
Added
222
Reduced
163
Sold out
82
Shares held by filers
226,218,709

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, Q1 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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
DARK FOREST CAPITAL MANAGEMENT LP32,188$1.4M0.06%new13F-HRTimeline
Hennion & Walsh Asset Management, Inc.31,018$1.35M0.06%-11,93813F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…30,003$1.31M<0.01%+1,61013F-HRTimelineGroup
STRS OHIO28,980$1.26M0.01%new13F-HRTimeline
BANQUE PICTET & CIE SA28,700$1.25M0.01%013F-HRTimeline
NISSAY ASSET MANAGEMENT CORP /JAPAN28,315$1.23M0.01%+28913F-HRTimeline
Mirae Asset Global Investments Co., Ltd.in group Mirae Asset Global Investment…28,601$1.23M0.01%+34413F-HRTimelineGroup
MOODY NATIONAL BANK TRUST DIVISIONin group MOODY NATIONAL BANK TRUST DIV…27,971$1.22M0.13%-43813F-HRTimelineGroup
VOYA INVESTMENT MANAGEMENT LLCin group VOYA INVESTMENT MANAGEMENT LLC27,336$1.19M<0.01%+71313F-HR/ATimelineGroup
D.A. DAVIDSON & CO.27,272$1.19M0.01%-80013F-HRTimeline
WOLVERINE TRADING, LLC27,404$1.18M0.04%+1,06313F-HRTimeline
JEPPSON WEALTH MANAGEMENT, LLC27,122$1.18M0.43%+50313F-HRTimeline
MML INVESTORS SERVICES, LLC26,818$1.17M<0.01%+72113F-HRTimeline
Waterfront Wealth Inc.26,063$1.14M0.28%-213F-HRTimeline
OP Asset Management Ltd25,738$1.12M0.02%13F-HR/ATimeline
Atria Investments, Inc25,683$1.12M0.01%+4,76013F-HRTimeline
M&G PLCin group M&G PLC25,000$1.1M0.01%+12,50013F-HRTimelineGroup
Elo Mutual Pension Insurance Co25,129$1.1M0.02%+8,94713F-HRTimeline
Allianz Asset Management GmbHin group Allianz SE25,000$1.09M<0.01%+10,93713F-HRTimelineGroup
New York Life Investment Management LLCin group New York Life Investment Mana…24,848$1.08M0.01%+58613F-HRTimelineGroup
State of Alaska, Department of Revenue24,720$1.08M0.01%+66013F-HRTimeline
Sumitomo Mitsui DS Asset Management Com…in group SUMITOMO MITSUI FINANCIAL GRO…24,699$1.08M0.01%-15413F-HRTimelineGroup
HOERTKORN RICHARD CHARLES24,000$1.05M0.48%-1,00013F-HRTimeline
Cambridge Investment Research Advisors,…23,820$1.04M<0.01%-29113F-HRTimeline
&PARTNERS23,567$1.02M0.01%+3,72613F-HRTimeline
Swiss Life Asset Management Ltdin group Swiss Life Asset Management L…22,491$980K0.01%+7,46813F-HRTimelineGroup
PRUDENTIAL FINANCIAL INCin group PRUDENTIAL FINANCIAL INC19,466$970K<0.01%+3,53013F-HRTimelineGroup
BLAIR WILLIAM & CO/IL21,453$935K<0.01%-4,42713F-HRTimeline
QRG CAPITAL MANAGEMENT, INC.20,829$908K0.01%-1,53013F-HRTimeline
Zhang Financial LLC20,332$886K0.05%+6,49913F-HRTimeline
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC20,148$878K0.02%+88713F-HRTimelineGroup
PUBLIC EMPLOYEES RETIREMENT ASSOCIATION…20,098$876K<0.01%013F-HRTimeline
FEDERATED HERMES, INC.in group FEDERATED HERMES, INC.19,983$871K<0.01%+2,30313F-HRTimelineGroup
Impact Partnership Wealth, LLC19,775$862K0.18%+8,10013F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV19,458$848K<0.01%+2,15213F-HRTimeline
SMH CAPITAL ADVISORS INC19,426$847K1.97%+4,32213F-HRTimeline
STOREBRAND ASSET MANAGEMENT AS18,798$819K<0.01%+9,39913F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\18,736$817K<0.01%-58,96613F-HRTimelineGroup
Daiwa Securities Group Inc.in group Daiwa Securities Group Inc.18,673$814K<0.01%+80013F-HRTimelineGroup
STALEY CAPITAL ADVISERS INC18,650$813K0.04%new13F-HRTimeline
Carson Advisory Inc.18,426$803K0.54%+3,40013F-HRTimeline
Arkadios Wealth Advisors18,198$793K0.03%-1,94813F-HRTimeline
INTREPID CAPITAL MANAGEMENT INC18,192$793K0.39%+2,45713F-HRTimeline
PINEBRIDGE INVESTMENTS, L.P.18,040$786K0.01%-42,72713F-HRTimeline
SCHRODER INVESTMENT MANAGEMENT GROUP17,757$766K<0.01%-5,37013F-HRTimeline
Clearstead Advisors, LLC17,424$760K0.01%-66813F-HRTimeline
Gulf International Bank (UK) Ltd17,248$751K0.03%013F-HRTimeline
O'ROURKE & COMPANY, Inc17,186$749K0.37%-80413F-HRTimeline
TD Waterhouse Canada Inc.16,880$746K0.01%-74113F-HRTimeline
Tredje AP-fonden17,018$742K0.01%013F-HRTimeline
U S GLOBAL INVESTORS INC17,000$741K0.1%new13F-HRTimeline
NORDEA INVESTMENT MANAGEMENT ABin group NORDEA INVESTMENT MANAGEMENT …17,390$738K<0.01%-1,66013F-HRTimelineGroup
TOKIO MARINE ASSET MANAGEMENT CO LTDin group TOKIO MARINE HOLDINGS, INC.16,848$734K0.03%+5,56013F-HRTimelineGroup
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC16,696$728K0.01%-6,37613F-HRTimelineGroup
THOROUGHBRED FINANCIAL SERVICES, LLC16,539$720K0.04%+1,44213F-HRTimeline
Avanza Fonder AB15,407$713K0.02%-98213F-HRTimeline
SYNOVUS FINANCIAL CORP16,136$703K0.01%+51513F-HRTimeline
SECURIAN ASSET MANAGEMENT, INC15,953$695K0.02%013F-HRTimeline
Arete Wealth Advisors, LLC15,756$687K0.05%-23213F-HRTimeline
BALDWIN WEALTH PARTNERS LLC/MA15,720$685K0.05%013F-HRTimeline
Creative Planningin group Creative Planning15,160$661K<0.01%+1,82013F-HRTimelineGroup
GARRISON BRADFORD & ASSOCIATES INC15,093$658K0.72%+1313F-HRTimeline
SYM FINANCIAL Corp15,006$654K0.08%-2,82613F-HRTimeline
HRT FINANCIAL LP14,598$636K<0.01%new13F-HRTimeline
CIBC Asset Management Inc14,087$614K<0.01%+61313F-HRTimeline
FIRST MANHATTAN CO. LLC.14,075$614K<0.01%013F-HRTimeline
CAPTRUST FINANCIAL ADVISORS14,025$611K<0.01%+6,99113F-HRTimeline
UNITED SERVICES AUTOMOBILE ASSOCIATIONin group UNITED SERVICES AUTOMOBILE AS…13,744$593K0.02%013F-HRTimelineGroup
Pacer Advisors, Inc.13,314$580K<0.01%-29,11513F-HRTimeline
ASR Vermogensbeheer N.V.13,225$576K0.01%13F-HRTimeline
Stablepoint Partners, LLC13,177$574K0.1%-20013F-HRTimeline
JOURNEY STRATEGIC WEALTH LLC13,004$567K0.02%+67613F-HRTimeline
SEGALL BRYANT & HAMILL, LLC13,000$567K0.01%013F-HRTimeline
JANUS HENDERSON GROUP PLCin group Janus Henderson12,994$560K<0.01%-2,40013F-HRTimelineGroup
B. Riley Wealth Advisors, Inc.12,754$556K0.02%+42213F-HRTimeline
PROMETHIUM ADVISORS,LLC12,565$548K0.35%-35013F-HRTimeline
Sterling Capital Management LLC12,172$531K0.01%-80413F-HRTimeline
Guinness Asset Management LTD12,129$529K0.01%-1,59013F-HRTimeline
Stiles Financial Services Inc12,126$529K0.2%+4513F-HRTimeline
HB Wealth Management, LLC12,037$525K<0.01%+65713F-HRTimeline
DAVENPORT & Co LLC11,973$522K<0.01%+2,60713F-HRTimeline
North Star Investment Management Corp.11,862$517K0.04%-1,13113F-HRTimeline
TBH Global Asset Management, LLC11,773$513K0.1%013F-HRTimeline
Orion Porfolio Solutions, LLC11,678$509K<0.01%+3,26213F-HRTimeline
Orion Portfolio Solutions, LLC11,678$509K<0.01%+3,26213F-HR/ATimeline
MACQUARIE GROUP LTDin group MACQUARIE GROUP LTD11,544$503K<0.01%013F-HR/ATimelineGroup
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…11,531$503K0.01%-1,57413F-HRTimelineGroup
44 WEALTH MANAGEMENT LLC11,520$502K0.19%new13F-HRTimeline
Verdence Capital Advisors LLC11,461$500K0.04%+3,62513F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC11,303$493K0.01%+3,01513F-HRTimelineGroup
Retirement Planning Co of New England, …11,303$493K0.25%+1,04413F-HR/ATimeline
INTECH INVESTMENT MANAGEMENT LLC11,229$489K0.01%-1,58913F-HRTimeline
CARRET ASSET MANAGEMENT, LLC11,190$488K0.06%-10013F-HRTimeline
McGowan Group Asset Management, Inc.11,163$487K0.06%+1513F-HRTimeline
Catalyst Capital Advisors LLC11,000$479K0.01%+5,00013F-HRTimeline
J.W. COLE ADVISORS, INC.10,956$478K0.01%+5,51713F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…10,929$476K<0.01%+5,61113F-HRTimeline
Moors & Cabot, Inc.10,804$471K0.02%+2,65113F-HRTimeline
Fort Sheridan Advisors LLC10,800$471K0.07%013F-HRTimeline
CIBC WORLD MARKETS CORP10,579$461K<0.01%+9613F-HRTimeline
TRITONPOINT WEALTH, LLCin group TritonPoint Partners, LLC10,510$458K0.04%-67013F-HRTimelineGroup
Sterneck Capital Management, LLC10,469$456K0.25%+4,00013F-HRTimeline
AXA S.A.in group AXA S.A.10,443$455K<0.01%-27513F-HRTimelineGroup
Maryland State Retirement & Pension Sys…10,232$446K0.01%-2,28413F-HRTimeline
GREENWOOD CAPITAL ASSOCIATES LLC10,223$446K0.06%new13F-HRTimeline
TD PRIVATE CLIENT WEALTH LLC10,069$439K0.01%+9,62313F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC10,022$437K<0.01%+2,04213F-HRTimeline
DAYMARK WEALTH PARTNERS, LLC10,014$437K0.02%+5,17213F-HR/ATimeline
Verition Fund Management LLC9,796$427K<0.01%-1013F-HRTimeline
BEARING POINT CAPITAL, LLC9,785$427K0.09%+21513F-HRTimeline
1832 Asset Management L.P.9,705$423K<0.01%013F-HRTimeline
AXQ CAPITAL, LP9,417$410K0.16%new13F-HRTimeline
Stamos Capital Partners, L.P.9,089$396K0.1%new13F-HRTimeline
Fiduciary Group, LLC9,000$392K0.04%+20013F-HRTimeline
ProShare Advisors LLC8,992$392K<0.01%-88613F-HRTimeline
BI Asset Management Fondsmaeglerselskab…in group BI Asset Management Fondsmaeg…8,791$383K<0.01%-28,09713F-HRTimelineGroup
E&G Advisors, LLC8,600$375K0.11%013F-HRTimeline
Hamilton Capital Partners Inc.8,537$372K0.02%-24513F-HRTimeline
Stonegate Investment Group, LLC8,511$371K0.01%+2,51113F-HRTimeline
NewEdge Wealth, LLC8,453$368K0.01%+39413F-HRTimeline
Meiji Yasuda Life Insurance Cogroup of 2 filers holding8,447$368K-14,257Timeline
TOWNSQUARE CAPITAL LLC8,357$364K<0.01%new13F-HRTimeline
Segment Wealth Management, LLC8,200$357K0.02%013F-HRTimeline
PFG Investments, LLC8,059$351K0.02%-21213F-HRTimeline
Principle Wealth Partners LLC8,031$350K0.03%013F-HRTimeline
MONETA GROUP INVESTMENT ADVISORS LLC7,989$348K<0.01%-1,83913F-HRTimeline
Kovack Advisors, Inc.7,955$347K0.04%-2913F-HRTimeline
AVIVA PLCin group AVIVA PLC7,947$346K<0.01%-9,46113F-HRTimelineGroup
DMC Group, LLC7,815$341K0.28%+88313F-HRTimeline
SHELTON CAPITAL MANAGEMENT7,745$338K0.01%-19113F-HRTimeline
PRAXIS INVESTMENT MANAGEMENT INC7,720$337K0.02%013F-HRTimeline
Sowell Financial Services LLC7,628$333K0.02%new13F-HRTimeline
Triangle Securities Wealth Management7,615$332K0.09%013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
EdgeRock Capital LLC7,526$328K0.23%+2013F-HRTimeline
iSAM Funds (UK) Ltdin group iSAM Funds (UK) Ltd7,515$328K0.16%-4,25013F-HRTimelineGroup
CWM, LLCin group CWM, LLC7,429$324K<0.01%+3,16613F-HRTimelineGroup
Triad Wealth Partners, LLC7,426$324K0.1%-83913F-HRTimeline
Schonfeld Strategic Advisors LLC7,410$323K<0.01%-3,54513F-HRTimeline
Forum Financial Management, LPin group Forum Financial Management, LP7,384$322K0.01%+84413F-HRTimelineGroup
BFSG, LLC7,130$311K0.04%+81813F-HRTimeline
Glenview Trust Co7,109$310K0.01%-1,28213F-HR/ATimeline
Keebeck Wealth Management7,057$308K0.05%013F-HRTimeline
SlateStone Wealth, LLC7,029$306K0.03%013F-HRTimeline
Pathstone Holdings, LLCin group Pathstone Holdings, LLC6,918$302K<0.01%-3,66113F-HRTimelineGroup
Fayez Sarofim & Coin group Fayez Sarofim & Co6,849$299K<0.01%013F-HRTimelineGroup
CenterStar Asset Management, LLC6,843$298K0.43%new13F-HRTimeline
Everhart Financial Group, Inc.6,832$298K0.04%-13713F-HRTimeline
Investment Management Corp of Ontario6,609$288K0.01%+20013F-HRTimeline
Advisor OS, LLCin group Advisor OS, LLC6,552$286K0.03%+1,03313F-HRTimelineGroup
B. Metzler seel. Sohn & Co. AGin group B. Metzler seel. Sohn & Co. AG6,365$277K<0.01%+21513F-HRTimelineGroup
Rakuten Investment Management, Inc.6,415$277K<0.01%13F-HRTimeline
Vident Advisory, LLCin group Vident Advisory, LLC6,345$277K<0.01%+1,38713F-HRTimelineGroup
GAMMA Investing LLC6,264$273K0.02%+80113F-HR/ATimeline
Visionary Wealth Advisors6,256$273K0.02%-89713F-HRTimeline
SPIRIT OF AMERICA MANAGEMENT CORP/NY6,050$264K0.05%013F-HRTimeline
Three Magnolias Financial Advisors, LLC6,000$262K0.22%new13F-HRTimeline
Pictet North America Advisors SA5,950$259K0.03%013F-HRTimeline
Prentice Wealth Management LLC5,820$254K0.07%new13F-HRTimeline
Private Advisor Group, LLC5,783$252K<0.01%+213F-HRTimeline
Westbourne Investment Advisors, Inc.5,700$248K0.09%013F-HRTimeline
CARY STREET PARTNERS ASSET MANAGEMENT L…group of 2 filers holding5,671$247K+63Timeline
Jaffetilchin Investment Partners, LLC5,666$247K0.02%+4513F-HRTimeline
Integrated Wealth Concepts LLC5,573$243K<0.01%+1813F-HRTimeline
CHOREO, LLC5,540$241K<0.01%-30913F-HRTimeline
Focus Partners Wealthin group Focus Partners Wealth5,434$237K<0.01%+1,16913F-HR/ATimelineGroup
Spire Wealth Managementin group Spire Wealth Management5,365$234K0.01%+42813F-HRTimelineGroup
MJP ASSOCIATES INC /ADV5,290$231K0.04%+91713F-HRTimeline
Fort Point Capital Partners LLC5,225$228K0.03%013F-HRTimeline
WELLINGTON MANAGEMENT GROUP LLPin group WELLINGTON MANAGEMENT GROUP L…5,224$228K<0.01%-3,44013F-HRTimelineGroup
M&T Bank Corpin group M&T Bank Corp5,185$226K<0.01%-91813F-HRTimelineGroup
Waverly Advisors, LLC5,171$225K<0.01%new13F-HRTimeline
CREDIT AGRICOLE S Ain group CREDIT AGRICOLE S A5,171$225K<0.01%-2,16913F-HRTimelineGroup
Dynamic Advisor Solutions LLC5,147$224K0.01%+31413F-HRTimeline
REGATTA CAPITAL GROUP, LLC5,144$224K0.04%013F-HRTimeline
MISSION WEALTH MANAGEMENT, LP5,123$223K0.01%-113F-HRTimeline
KRS Capital Management, LLC5,120$223K0.18%013F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP5,072$219K<0.01%+2,50313F-HR/ATimelineGroup
HARBOR INVESTMENT ADVISORY, LLC5,000$218K0.02%-50013F-HRTimeline
PROFUND ADVISORS LLC4,786$209K0.01%-18613F-HRTimeline
AVALON CAPITAL MANAGEMENT4,778$208K0.06%013F-HRTimeline
Wedmont Private Capital5,635$204K0.01%+1,24413F-HRTimeline
CI INVESTMENTS INC.in group CI INVESTMENTS INC.4,677$204K<0.01%+14413F-HRTimelineGroup
Center For Asset Management LLC4,659$203K0.12%-37413F-HRTimeline
Teza Capital Management LLC4,620$201K0.09%new13F-HRTimeline
Vestcor Inc4,564$199K0.01%013F-HRTimeline
BARRETT & COMPANY, INC.4,406$192K0.08%+1,85613F-HRTimeline
THURSTON, SPRINGER, MILLER, HERD & TITA…4,008$175K0.03%013F-HRTimeline
PARADIGM ASSET MANAGEMENT CO LLC3,800$166K0.04%013F-HRTimeline
Leonteq Securities AG3,673$158K0.01%+23213F-HRTimeline
Amica Retiree Medical Trust3,542$154K0.24%-62913F-HRTimeline
UMB Bank, n.a.3,445$150K<0.01%-1,42313F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Western Pacific Wealth Management, LP3,347$146K0.13%-26613F-HRTimeline
Towne Trust Company, N.A3,000$131K0.05%new13F-HRTimeline
Walleye Capital LLCgroup of 2 filers holding2,996$131K-416,159Timeline
Riggs Asset Managment Co. Inc.2,921$127K0.04%-28013F-HRTimeline
OSSIAM2,870$125K<0.01%-54813F-HRTimeline
North Capital, Inc.2,843$124K0.12%13F-HRTimeline
NewEdge Advisors, LLC2,612$114K<0.01%-6,66613F-HRTimeline
Stelac Advisory Services LLC2,578$112K0.05%new13F-HRTimeline
Sandy Spring Bank2,562$110K<0.01%+2013F-HRTimeline