Skip to content
Disclosery

CG CARLYLE GROUP INC

Follow

Stock (common), issuer CIK 1527166

561 managers (576 13F filers) reported a position in CG shares at 2025-06-30, 229,862,862 shares in all. 85 filers opened a position and 39 filers sold out during the quarter.

Managers
561
13F filers
576
New
85
Added
237
Reduced
178
Sold out
39
Shares held by filers
229,862,862

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, Q2 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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
Sanctuary Advisors, LLC38,749$1.99M0.01%+99413F-HRTimeline
Utah Retirement Systems38,324$1.97M0.02%+2,22413F-HRTimeline
Bleakley Financial Group, LLC38,283$1.97M0.05%-1,38813F-HRTimeline
Hilltop Holdings Inc.in group Hilltop Holdings Inc.37,697$1.94M0.12%-75413F-HRTimelineGroup
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP37,434$1.92M<0.01%-65613F-HRTimelineGroup
DIVERSIFIED TRUST CO37,346$1.92M0.04%-2,99013F-HRTimeline
BRITISH COLUMBIA INVESTMENT MANAGEMENT …36,934$1.9M0.01%-7,52813F-HRTimeline
Tredje AP-fonden36,007$1.85M0.01%+18,98913F-HRTimeline
TEACHER RETIREMENT SYSTEM OF TEXAS35,635$1.83M0.01%+1,65413F-HRTimeline
WOLVERINE TRADING, LLC35,483$1.82M0.05%+8,07913F-HRTimeline
PARK CIRCLE Co34,765$1.79M1.53%013F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…34,163$1.76M<0.01%+4,16013F-HRTimelineGroup
Mariner, LLCin group Mariner, LLC32,976$1.69M<0.01%-7,74913F-HRTimelineGroup
MEKETA INVESTMENT GROUP INC /ADV31,869$1.64M4.96%-91,98513F-HRTimeline
Illinois Municipal Retirement Fund31,811$1.64M0.02%new13F-HRTimeline
AMICA MUTUAL INSURANCE CO31,766$1.63M0.16%-3,48313F-HRTimeline
STRS OHIO31,570$1.62M0.01%+2,59013F-HRTimeline
MML INVESTORS SERVICES, LLC30,272$1.56M<0.01%+3,45413F-HRTimeline
VOYA INVESTMENT MANAGEMENT LLCin group VOYA INVESTMENT MANAGEMENT LLC29,219$1.5M<0.01%+1,88313F-HRTimelineGroup
NISSAY ASSET MANAGEMENT CORP /JAPAN29,044$1.49M0.01%+72913F-HRTimeline
BANQUE PICTET & CIE SA28,700$1.48M0.02%013F-HRTimeline
MOODY NATIONAL BANK TRUST DIVISIONin group MOODY NATIONAL BANK TRUST DIV…28,505$1.47M0.13%+53413F-HRTimelineGroup
TOCQUEVILLE ASSET MANAGEMENT L.P.in group TOCQUEVILLE ASSET MANAGEMENT …27,850$1.43M0.02%new13F-HRTimelineGroup
CAPTRUST FINANCIAL ADVISORS27,115$1.39M<0.01%+13,09013F-HRTimeline
Elo Mutual Pension Insurance Co26,879$1.38M0.03%+1,75013F-HRTimeline
Swedbank ABin group Swedbank AB26,842$1.38M<0.01%13F-HRTimelineGroup
JEPPSON WEALTH MANAGEMENT, LLC26,709$1.37M0.47%-41313F-HRTimeline
Zhang Financial LLC26,608$1.37M0.06%+6,27613F-HRTimeline
Cambridge Investment Research Advisors,…26,529$1.36M<0.01%+2,70913F-HRTimeline
Waterfront Wealth Inc.26,063$1.34M0.3%013F-HRTimeline
OP Asset Management Ltd25,738$1.32M0.02%013F-HR/ATimeline
D.A. DAVIDSON & CO.24,872$1.28M0.01%-2,40013F-HRTimeline
Sumitomo Mitsui DS Asset Management Com…in group SUMITOMO MITSUI FINANCIAL GRO…24,699$1.27M0.01%013F-HRTimelineGroup
BANK OF NOVA SCOTIAin group BANK OF NOVA SCOTIA24,470$1.26M<0.01%new13F-HRTimelineGroup
Hennion & Walsh Asset Management, Inc.24,025$1.23M0.05%-6,99313F-HRTimeline
State of Alaska, Department of Revenue23,950$1.23M0.01%-77013F-HRTimeline
New York Life Investment Management LLCin group New York Life Investment Mana…23,721$1.22M0.01%-1,12713F-HRTimelineGroup
Atria Investments, Inc23,605$1.21M0.01%-2,07813F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…21,638$1.21M<0.01%+10,70913F-HRTimeline
PINEBRIDGE INVESTMENTS, L.P.22,846$1.17M0.01%+4,80613F-HRTimeline
&PARTNERS22,842$1.17M0.01%-72513F-HRTimeline
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC22,737$1.17M0.02%+2,58913F-HRTimelineGroup
iSAM Funds (UK) Ltdin group iSAM Funds (UK) Ltd20,815$1.07M0.23%+13,30013F-HRTimelineGroup
Carson Advisory Inc.20,726$1.07M0.68%+2,30013F-HRTimeline
AXQ CAPITAL, LP20,570$1.06M0.34%+11,15313F-HRTimeline
PUBLIC EMPLOYEES RETIREMENT ASSOCIATION…20,098$1.03M<0.01%013F-HRTimeline
HOERTKORN RICHARD CHARLES20,000$1.03M0.44%-4,00013F-HRTimeline
Creative Planningin group Creative Planning19,976$1.03M<0.01%+4,81613F-HRTimelineGroup
FEDERATED HERMES, INC.in group FEDERATED HERMES, INC.19,891$1.02M<0.01%-9213F-HRTimelineGroup
NORDEA INVESTMENT MANAGEMENT ABin group NORDEA INVESTMENT MANAGEMENT …19,780$1.01M<0.01%+2,39013F-HRTimelineGroup
INTREPID CAPITAL MANAGEMENT INC19,245$989K0.4%+1,05313F-HRTimeline
BLAIR WILLIAM & CO/IL19,179$986K<0.01%-2,27413F-HRTimeline
Daiwa Securities Group Inc.in group Daiwa Securities Group Inc.19,173$985K<0.01%+50013F-HRTimelineGroup
SMH CAPITAL ADVISORS INC19,052$979K2.22%-37413F-HRTimeline
GARRISON BRADFORD & ASSOCIATES INC18,943$974K1.08%+3,85013F-HRTimeline
DAYMARK WEALTH PARTNERS, LLC18,909$972K0.04%+8,89513F-HRTimeline
TD Waterhouse Canada Inc.18,275$965K0.01%+1,39513F-HRTimeline
QRG CAPITAL MANAGEMENT, INC.18,374$944K0.01%-2,45513F-HRTimeline
JOURNEY STRATEGIC WEALTH LLC18,240$938K0.03%+5,23613F-HRTimeline
Mirae Asset Global Investments Co., Ltd.in group Mirae Asset Global Investment…18,168$934K<0.01%-10,43313F-HRTimelineGroup
Arkadios Wealth Advisors17,647$907K0.03%-55113F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV17,596$904K<0.01%-1,86213F-HRTimeline
Jain Global LLC17,555$902K0.01%new13F-HRTimeline
Sterling Capital Management LLC17,409$895K0.01%+5,23713F-HR/ATimeline
Quantinno Capital Management LP17,201$884K<0.01%new13F-HRTimeline
Clearstead Advisors, LLC17,193$884K0.01%-23113F-HRTimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC17,111$880K0.01%+41513F-HRTimelineGroup
TOKIO MARINE ASSET MANAGEMENT CO LTDin group TOKIO MARINE HOLDINGS, INC.16,848$866K0.03%013F-HRTimelineGroup
O'ROURKE & COMPANY, Inc16,508$849K0.4%-67813F-HRTimeline
SYNOVUS FINANCIAL CORP16,417$844K0.01%+28113F-HRTimeline
Pathstone Holdings, LLCin group Pathstone Holdings, LLC16,359$841K<0.01%+9,44113F-HRTimelineGroup
SECURIAN ASSET MANAGEMENT, INC16,226$834K0.02%+27313F-HRTimeline
44 WEALTH MANAGEMENT LLC16,212$833K0.3%+4,69213F-HRTimeline
BALDWIN WEALTH PARTNERS LLC/MA15,720$808K0.05%013F-HRTimeline
Arete Wealth Advisors, LLC15,658$805K0.06%-9813F-HRTimeline
TD PRIVATE CLIENT WEALTH LLC15,480$796K0.02%+5,41113F-HRTimeline
Avanza Fonder AB15,407$792K0.02%013F-HRTimeline
Aster Capital Management (DIFC) Ltd15,355$789K0.18%new13F-HRTimeline
Orion Porfolio Solutions, LLC15,022$772K0.01%+3,34413F-HR/ATimeline
Stamos Capital Partners, L.P.14,707$756K0.14%+5,61813F-HRTimeline
Stablepoint Partners, LLC14,560$748K0.13%+1,38313F-HRTimeline
CIBC Asset Management Inc14,148$727K<0.01%+6113F-HRTimeline
FIRST MANHATTAN CO. LLC.14,075$723K<0.01%013F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\13,724$705K<0.01%-5,01213F-HRTimelineGroup
THOROUGHBRED FINANCIAL SERVICES, LLC13,663$702K0.05%-2,87613F-HRTimeline
ASR Vermogensbeheer N.V.13,186$678K0.01%-3913F-HRTimeline
CenterBook Partners LP13,004$668K0.04%new13F-HRTimeline
SEGALL BRYANT & HAMILL, LLC13,000$668K0.01%013F-HRTimeline
SYM FINANCIAL Corp12,985$667K0.07%-2,02113F-HRTimeline
EDMOND DE ROTHSCHILD HOLDING S.A.in group EDMOND DE ROTHSCHILD HOLDING …12,941$665K0.01%-179,71613F-HRTimelineGroup
DAVENPORT & Co LLC12,731$654K<0.01%+75813F-HRTimeline
Maryland State Retirement & Pension Sys…12,711$653K0.01%+2,47913F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC12,682$652K0.01%+1,37913F-HRTimelineGroup
O'SHAUGHNESSY ASSET MANAGEMENT, LLC12,549$645K<0.01%+2,52713F-HRTimeline
Guinness Asset Management LTD12,417$638K0.01%+28813F-HRTimeline
Stiles Financial Services Inc12,174$626K0.22%+4813F-HRTimeline
JANUS HENDERSON GROUP PLCin group Janus Henderson12,173$626K<0.01%-82113F-HRTimelineGroup
Brevan Howard Capital Management LPin group Brevan Howard Capital Managem…12,036$619K0.01%new13F-HRTimelineGroup
BI Asset Management Fondsmaeglerselskab…in group BI Asset Management Fondsmaeg…11,775$605K0.01%+2,98413F-HRTimelineGroup
Gulf International Bank (UK) Ltd11,721$602K0.02%-5,52713F-HRTimeline
Verdence Capital Advisors LLC11,673$600K0.04%+21213F-HRTimeline
North Star Investment Management Corp.11,625$598K0.04%-23713F-HRTimeline
MACQUARIE GROUP LTDin group MACQUARIE GROUP LTD11,544$593K<0.01%013F-HRTimelineGroup
McGowan Group Asset Management, Inc.11,457$589K0.07%+29413F-HRTimeline
HB Wealth Management, LLC11,278$580K<0.01%-75913F-HRTimeline
CWM, LLCin group CWM, LLC11,262$579K<0.01%+3,83313F-HRTimelineGroup
PROMETHIUM ADVISORS,LLC11,223$577K0.35%-1,34213F-HRTimeline
Retirement Planning Co of New England, …11,171$574K0.26%-13213F-HRTimeline
Moors & Cabot, Inc.11,029$567K0.03%+22513F-HRTimeline
Catalyst Capital Advisors LLC11,000$565K0.01%013F-HRTimeline
Diversify Advisory Services, LLCin group Diversify Advisory Services, …8,719$565K0.02%new13F-HRTimelineGroup
CARRET ASSET MANAGEMENT, LLC10,915$561K0.06%-27513F-HRTimeline
BEARING POINT CAPITAL, LLC10,835$557K0.1%+1,05013F-HRTimeline
Fort Sheridan Advisors LLC10,800$555K0.08%013F-HRTimeline
J.W. COLE ADVISORS, INC.10,703$550K0.01%-25313F-HRTimeline
TBH Global Asset Management, LLC10,625$546K0.12%-1,14813F-HRTimeline
AXA S.A.in group AXA S.A.10,578$544K<0.01%+13513F-HRTimelineGroup
Meiji Yasuda Life Insurance Cogroup of 2 filers holding10,545$542K+2,098Timeline
NewEdge Wealth, LLC8,801$542K0.01%+34813F-HRTimeline
TRITONPOINT WEALTH, LLCin group TritonPoint Partners, LLC10,513$540K0.05%+313F-HRTimelineGroup
Sterneck Capital Management, LLC10,469$538K0.27%013F-HRTimeline
Stonegate Investment Group, LLC10,077$518K0.01%+1,56613F-HRTimeline
GREENWOOD CAPITAL ASSOCIATES LLC10,012$515K0.06%-21113F-HRTimeline
AVIVA PLCin group AVIVA PLC9,916$510K<0.01%+1,96913F-HRTimelineGroup
OLD MISSION CAPITAL LLC9,780$503K0.01%new13F-HRTimeline
CIBC WORLD MARKETS CORP9,777$503K<0.01%-80213F-HRTimeline
ProShare Advisors LLC9,453$486K<0.01%+46113F-HRTimeline
Legacy Financial Advisors, Inc.9,427$485K0.08%new13F-HRTimeline
B. Riley Wealth Advisors, Inc.9,238$475K0.02%-3,51613F-HRTimeline
Kovack Advisors, Inc.9,012$463K0.05%+1,05713F-HRTimeline
Fiduciary Group, LLC9,000$463K0.04%013F-HRTimeline
STOREBRAND ASSET MANAGEMENT AS8,940$460K<0.01%-9,85813F-HRTimeline
E&G Advisors, LLC8,600$442K0.11%013F-HRTimeline
SG Americas Securities, LLC8,310$427K<0.01%-239,52613F-HRTimeline
Allianz Asset Management GmbHin group Allianz SE8,283$426K<0.01%-16,71713F-HRTimelineGroup
Segment Wealth Management, LLC8,200$421K0.03%013F-HRTimeline
GAMMA Investing LLC8,042$413K0.03%+1,77813F-HRTimeline
Forum Financial Management, LPin group Forum Financial Management, LP8,026$413K0.01%+64213F-HRTimelineGroup
PFG Investments, LLC7,996$411K0.02%-6313F-HRTimeline
TWO SIGMA SECURITIES, LLC7,908$406K0.05%new13F-HRTimeline
PRAXIS INVESTMENT MANAGEMENT INC7,720$397K0.03%013F-HRTimeline
SHELTON CAPITAL MANAGEMENT7,560$389K0.01%-18513F-HRTimeline
EdgeRock Capital LLC7,527$387K0.12%+113F-HRTimeline
Everhart Financial Group, Inc.7,397$380K0.04%+56513F-HRTimeline
State of Wyoming7,348$378K0.05%new13F-HRTimeline
BFSG, LLC7,345$378K0.04%+21513F-HRTimeline
Vident Advisory, LLCin group Vident Advisory, LLC7,309$376K<0.01%+96413F-HRTimelineGroup
Empowered Funds, LLC7,278$374K<0.01%-40,95913F-HRTimeline
Triangle Securities Wealth Management7,270$374K0.09%-34513F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
MONETA GROUP INVESTMENT ADVISORS LLC7,189$370K<0.01%-80013F-HRTimeline
Summit Financial, LLC7,155$368K0.01%new13F-HRTimeline
Principle Wealth Partners LLC7,131$367K0.02%-90013F-HRTimeline
Glenview Trust Co7,109$365K0.01%013F-HRTimeline
Keebeck Wealth Management7,057$363K0.05%013F-HRTimeline
SlateStone Wealth, LLC7,029$361K0.03%013F-HRTimeline
Triad Wealth Partners, LLC7,007$360K0.07%-41913F-HRTimeline
Fayez Sarofim & Coin group Fayez Sarofim & Co6,849$352K<0.01%013F-HRTimelineGroup
1832 Asset Management L.P.6,735$346K<0.01%-2,97013F-HRTimeline
Advisors Asset Management, Inc.6,726$346K0.01%new13F-HR/ATimeline
AVANTAX ADVISORY SERVICES, INC.6,626$341K<0.01%new13F-HRTimeline
Advisor OS, LLCin group Advisor OS, LLC6,552$337K0.03%013F-HRTimelineGroup
EQUITABLE TRUST CO6,482$333K0.02%-81,57913F-HRTimeline
Focus Partners Wealthin group Focus Partners Wealth6,457$332K<0.01%+1,02313F-HRTimelineGroup
Wedmont Private Capital5,831$332K0.01%+19613F-HRTimeline
DMC Group, LLC6,389$328K0.26%-1,42613F-HRTimeline
B. Metzler seel. Sohn & Co. AGin group B. Metzler seel. Sohn & Co. AG6,365$327K<0.01%013F-HRTimelineGroup
Visionary Wealth Advisors6,259$322K0.02%+313F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP6,149$315K<0.01%+1,07713F-HRTimelineGroup
Westbourne Investment Advisors, Inc.6,100$314K0.1%+40013F-HRTimeline
SPIRIT OF AMERICA MANAGEMENT CORP/NY6,050$311K0.06%013F-HRTimeline
Pallas Capital Advisors LLC6,000$308K0.01%new13F-HRTimeline
Three Magnolias Financial Advisors, LLC6,000$308K0.21%013F-HRTimeline
Pictet North America Advisors SA5,950$306K0.03%013F-HRTimeline
MJP ASSOCIATES INC /ADV5,864$301K0.04%+57413F-HRTimeline
Hamilton Capital Partners Inc.5,845$300K0.02%-2,69213F-HRTimeline
CARY STREET PARTNERS ASSET MANAGEMENT L…group of 2 filers holding5,734$295K+63Timeline
Investment Management Corp of Ontario5,709$293K<0.01%-90013F-HRTimeline
Jaffetilchin Investment Partners, LLC5,631$289K0.02%-3513F-HRTimeline
Prentice Wealth Management LLC5,616$289K0.08%-20413F-HRTimeline
NewEdge Advisors, LLC5,516$284K<0.01%+2,90413F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management5,460$281K0.01%+9513F-HRTimelineGroup
Waverly Advisors, LLC5,373$276K<0.01%+20213F-HRTimeline
Cassaday & Co Wealth Management LLC5,363$276K0.01%new13F-HRTimeline
Dynamic Advisor Solutions LLC5,320$273K0.01%+17313F-HRTimeline
Private Advisor Group, LLC5,308$273K<0.01%-47513F-HRTimeline
MISSION WEALTH MANAGEMENT, LP5,136$264K0.01%+1313F-HRTimeline
KRS Capital Management, LLC5,120$263K0.18%013F-HRTimeline
Fort Point Capital Partners LLC5,025$258K0.03%-20013F-HRTimeline
Teza Capital Management LLC5,013$258K0.19%+39313F-HRTimeline
HARBOR INVESTMENT ADVISORY, LLC5,000$257K0.02%013F-HRTimeline
Center For Asset Management LLC5,033$254K0.16%+37413F-HRTimeline
Twin Tree Management, LP4,909$252K0.01%new13F-HRTimeline
M&T Bank Corpin group M&T Bank Corp4,835$249K<0.01%-35013F-HRTimelineGroup
Robertson Stephens Wealth Management, L…4,749$244K0.01%new13F-HRTimeline
MGO ONE SEVEN LLC4,725$243K0.01%new13F-HRTimeline
Stelac Advisory Services LLC4,686$241K0.09%+2,10813F-HRTimeline
Allspring Global Investments Holdings, …in group Allspring Global Investments …4,465$236K<0.01%new13F-HRTimelineGroup
American Trust4,564$235K0.02%new13F-HRTimeline
Vestcor Inc4,543$234K0.01%-2113F-HRTimeline
PROFUND ADVISORS LLC4,528$233K0.01%-25813F-HRTimeline