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Disclosery

CG CARLYLE GROUP INC

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Stock (common), issuer CIK 1527166

624 managers (639 13F filers) reported a position in CG shares at 2025-09-30, 227,740,197 shares in all. 110 filers opened a position and 46 filers sold out during the quarter.

Managers
624
13F filers
639
New
110
Added
221
Reduced
191
Sold out
46
Shares held by filers
227,740,197

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, Q3 2025

Filers in the available 13F reports with a share position at 2025-09-30, 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
DIVERSIFIED TRUST CO41,626$2.61M0.05%+4,28013F-HRTimeline
Steward Partners Investment Advisory, L…41,446$2.6M0.01%-65713F-HRTimeline
Sanctuary Advisors, LLC40,034$2.51M0.01%+1,28513F-HR/ATimeline
Miller Value Partners, LLC40,000$2.51M0.92%-30,00013F-HRTimeline
Sierra Capital LLC39,715$2.49M0.27%-7,79813F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC37,934$2.38M<0.01%new13F-HRTimelineGroup
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP36,593$2.29M<0.01%-84113F-HRTimelineGroup
Hilltop Holdings Inc.in group Hilltop Holdings Inc.36,051$2.26M0.12%-1,64613F-HRTimelineGroup
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…35,872$2.25M<0.01%+1,70913F-HRTimelineGroup
BI Asset Management Fondsmaeglerselskab…in group BI Asset Management Fondsmaeg…35,412$2.22M0.02%+23,63713F-HRTimelineGroup
NEUBERGER BERMAN GROUP LLCin group NEUBERGER BERMAN GROUP LLC35,344$2.22M<0.01%-12,44413F-HRTimelineGroup
PARK CIRCLE Co34,765$2.18M1.89%013F-HRTimeline
Pacer Advisors, Inc.34,666$2.17M0.01%+34,66013F-HRTimeline
BRITISH COLUMBIA INVESTMENT MANAGEMENT …33,743$2.12M0.01%-3,19113F-HRTimeline
AMICA MUTUAL INSURANCE CO31,766$1.99M0.18%013F-HRTimeline
MML INVESTORS SERVICES, LLC31,381$1.97M0.01%+1,10913F-HRTimeline
ExodusPoint Capital Management, LP30,989$1.94M0.03%new13F-HRTimeline
TEACHER RETIREMENT SYSTEM OF TEXAS30,745$1.93M0.01%-4,89013F-HRTimeline
WOLVERINE TRADING, LLC29,611$1.92M0.04%-5,87213F-HRTimeline
Generali Asset Management SPA SGR30,518$1.91M0.04%new13F-HRTimeline
Cambridge Investment Research Advisors,…30,500$1.91M0.01%+3,97113F-HRTimeline
Bleakley Financial Group, LLC30,397$1.91M0.04%-7,88613F-HRTimeline
Mirae Asset Global Investments Co., Ltd.group of 2 filers holding30,013$1.88M+11,845Timeline
NISSAY ASSET MANAGEMENT CORP /JAPAN29,879$1.87M0.01%+83513F-HRTimeline
BANQUE PICTET & CIE SA28,700$1.8M0.02%013F-HRTimeline
MEKETA INVESTMENT GROUP INC /ADV28,398$1.78M5.84%-3,47113F-HRTimeline
CREDIT AGRICOLE S Ain group CREDIT AGRICOLE S A28,275$1.77M0.01%13F-HRTimelineGroup
State of Alaska, Department of Revenue28,162$1.76M0.02%+4,21213F-HRTimeline
TOCQUEVILLE ASSET MANAGEMENT L.P.in group TOCQUEVILLE ASSET MANAGEMENT …27,850$1.75M0.03%013F-HRTimelineGroup
MOODY NATIONAL BANK TRUST DIVISIONin group MOODY NATIONAL BANK TRUST DIV…27,726$1.74M0.15%-77913F-HRTimelineGroup
FFG Partners, LLC27,315$1.71M0.46%new13F-HRTimeline
VOYA INVESTMENT MANAGEMENT LLCin group VOYA INVESTMENT MANAGEMENT LLC27,274$1.71M<0.01%-1,94513F-HRTimelineGroup
Swedbank ABin group Swedbank AB26,842$1.68M<0.01%013F-HRTimelineGroup
JEPPSON WEALTH MANAGEMENT, LLC26,505$1.66M0.53%-20413F-HRTimeline
TWIN CAPITAL MANAGEMENT INC26,301$1.65M0.21%-23,83613F-HRTimeline
Atria Investments, Inc25,888$1.62M0.02%+2,28313F-HRTimeline
OP Asset Management Ltd25,738$1.61M0.02%013F-HR/ATimeline
MALTESE CAPITAL MANAGEMENT LLCin group MALTESE CAPITAL MANAGEMENT LLC25,000$1.57M0.24%new13F-HRTimelineGroup
Onyx Bridge Wealth Group LLC24,951$1.56M0.17%new13F-HRTimeline
Sumitomo Mitsui DS Asset Management Com…in group SUMITOMO MITSUI FINANCIAL GRO…24,622$1.54M0.01%-7713F-HRTimelineGroup
iSAM Funds (UK) Ltdin group iSAM Funds (UK) Ltd24,288$1.52M0.31%+3,47313F-HRTimelineGroup
Trexquant Investment LP24,173$1.52M0.02%-139,46913F-HRTimeline
Waterfront Wealth Inc.26,063$1.51M0.31%013F-HRTimeline
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC24,023$1.51M0.03%+1,28613F-HRTimelineGroup
Zhang Financial LLC23,831$1.49M0.06%-2,77713F-HRTimeline
Mariner, LLCin group Mariner, LLC23,644$1.48M<0.01%-9,33213F-HRTimelineGroup
INCEPTIONR LLC22,960$1.44M0.35%new13F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC22,534$1.41M0.01%+9,98513F-HRTimeline
&PARTNERS22,358$1.4M0.01%-48413F-HRTimeline
D.A. DAVIDSON & CO.22,132$1.39M0.01%-2,74013F-HRTimeline
DAYMARK WEALTH PARTNERS, LLC21,932$1.38M0.05%+3,02313F-HRTimeline
NORDEA INVESTMENT MANAGEMENT ABin group NORDEA INVESTMENT MANAGEMENT …21,746$1.36M<0.01%+1,96613F-HRTimelineGroup
WEALTH ENHANCEMENT ADVISORY SERVICES, L…22,011$1.36M<0.01%+37313F-HRTimeline
FEDERATED HERMES, INC.in group FEDERATED HERMES, INC.21,227$1.33M<0.01%+1,33613F-HRTimelineGroup
Orion Porfolio Solutions, LLC21,202$1.33M0.01%+6,18013F-HRTimeline
BLAIR WILLIAM & CO/IL20,259$1.27M<0.01%+1,08013F-HRTimeline
Concentric Capital Strategies, LP20,206$1.27M0.06%new13F-HRTimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC20,111$1.26M0.01%+3,00013F-HRTimelineGroup
PUBLIC EMPLOYEES RETIREMENT ASSOCIATION…20,098$1.26M<0.01%013F-HRTimeline
Carson Advisory Inc.20,026$1.26M0.68%-70013F-HRTimeline
HOERTKORN RICHARD CHARLES20,000$1.25M0.48%013F-HRTimeline
Daiwa Securities Group Inc.in group Daiwa Securities Group Inc.19,773$1.24M<0.01%+60013F-HRTimelineGroup
CAPTRUST FINANCIAL ADVISORS19,716$1.24M<0.01%-7,39913F-HRTimeline
SECURIAN ASSET MANAGEMENT, INC19,504$1.22M0.03%+3,27813F-HRTimeline
Arkadios Wealth Advisors18,968$1.19M0.03%+1,32113F-HRTimeline
GARRISON BRADFORD & ASSOCIATES INC18,843$1.18M1.26%-10013F-HRTimeline
INTREPID CAPITAL MANAGEMENT INC18,585$1.17M0.46%-66013F-HRTimeline
CenterBook Partners LP18,210$1.14M0.06%+5,20613F-HRTimeline
JOURNEY STRATEGIC WEALTH LLC18,002$1.13M0.03%-23813F-HRTimeline
Pathstone Holdings, LLCin group Pathstone Holdings, LLC17,887$1.12M<0.01%+1,52813F-HRTimelineGroup
Hennion & Walsh Asset Management, Inc.17,235$1.08M0.04%-6,79013F-HRTimeline
TD Waterhouse Canada Inc.17,716$1.08M0.01%-55913F-HRTimeline
Creative Planningin group Creative Planning16,827$1.06M<0.01%-3,14913F-HRTimelineGroup
Impax Asset Management Group plcin group Impax Asset Management Group …16,691$1.05M0.01%new13F-HRTimelineGroup
TD PRIVATE CLIENT WEALTH LLC16,434$1.03M0.02%+95413F-HRTimeline
44 WEALTH MANAGEMENT LLC16,366$1.03M0.35%+15413F-HRTimeline
SYNOVUS FINANCIAL CORP16,330$1.02M0.01%-8713F-HRTimeline
TOKIO MARINE ASSET MANAGEMENT CO LTDin group TOKIO MARINE HOLDINGS, INC.16,248$1.02M0.04%-60013F-HRTimelineGroup
Sterling Capital Management LLC16,170$1.01M0.01%-1,23913F-HRTimeline
SMH CAPITAL ADVISORS INC19,005$1.01M2.07%-4713F-HRTimeline
O'ROURKE & COMPANY, Inc16,132$1.01M0.42%-37613F-HRTimeline
Stonegate Management LLC16,000$1M0.66%new13F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
MERCER GLOBAL ADVISORS INC /ADV15,745$987K<0.01%-1,85113F-HRTimeline
BALDWIN WEALTH PARTNERS LLC/MA15,720$986K0.06%013F-HRTimeline
Clearstead Advisors, LLC15,671$983K0.01%-1,52213F-HRTimeline
SummitTX Capital, L.P.15,659$982K0.04%new13F-HRTimeline
Avanza Fonder AB15,407$966K0.03%013F-HRTimeline
Arete Wealth Advisors, LLC15,365$963K0.06%-29313F-HRTimeline
MACKENZIE FINANCIAL CORP15,260$957K<0.01%new13F-HRTimeline
Nilsine Partners, LLC15,134$949K0.09%new13F-HRTimeline
Friedenthal Financial14,847$931K0.48%new13F-HRTimeline
Waterway Wealth Management, LLC14,676$920K0.22%new13F-HRTimeline
Stablepoint Partners, LLC14,562$913K0.14%+213F-HRTimeline
Federation des caisses Desjardins du Qu…14,533$911K<0.01%+10,37013F-HRTimeline
CIBC Asset Management Inc14,215$891K<0.01%+6713F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\13,568$851K<0.01%-15613F-HRTimelineGroup
DAVENPORT & Co LLC13,525$848K<0.01%+79413F-HRTimeline
Maryland State Retirement & Pension Sys…13,486$846K0.02%+77513F-HRTimeline
ASR Vermogensbeheer N.V.13,191$827K0.01%+513F-HRTimeline
Empowered Funds, LLC12,877$807K0.01%+5,59913F-HRTimeline
Guinness Asset Management LTD12,201$792K0.01%-21613F-HRTimeline
Stiles Financial Services Inc12,516$785K0.25%+34213F-HRTimeline
THOROUGHBRED FINANCIAL SERVICES, LLC12,513$784K0.05%-1,15013F-HRTimeline
FIRST MANHATTAN CO. LLC.12,250$768K<0.01%-1,82513F-HRTimeline
CWM, LLCin group CWM, LLC12,245$768K<0.01%+98313F-HRTimelineGroup
JANUS HENDERSON GROUP PLCin group Janus Henderson12,173$763K<0.01%013F-HRTimelineGroup
VestGen Advisors, LLC11,935$748K0.02%new13F-HRTimeline
HB Wealth Management, LLC11,916$747K0.01%+63813F-HRTimeline
Retireful, LLC11,703$734K0.71%new13F-HRTimeline
J.W. COLE ADVISORS, INC.11,598$727K0.01%+89513F-HRTimeline
STOREBRAND ASSET MANAGEMENT AS11,594$727K<0.01%+2,65413F-HRTimeline
MARSHALL WACE, LLPin group MARSHALL WACE, LLP11,591$727K<0.01%new13F-HRTimelineGroup
McGowan Group Asset Management, Inc.11,469$719K0.09%+1213F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC11,321$710K0.01%-1,36113F-HRTimelineGroup
Gulf International Bank (UK) Ltd11,257$706K0.02%-46413F-HRTimeline
Waverly Advisors, LLC11,228$704K0.01%+5,85513F-HRTimeline
North Star Investment Management Corp.11,079$695K0.04%-54613F-HRTimeline
ProShare Advisors LLC11,076$694K<0.01%+1,62313F-HRTimeline
Investment Management Corp of Ontario11,023$691K0.01%+5,31413F-HRTimeline
Catalyst Capital Advisors LLC11,000$690K0.01%013F-HRTimeline
AXA Investment Managers S.A.10,949$687K<0.01%13F-HRTimeline
MACQUARIE GROUP LTDin group MACQUARIE GROUP LTD10,859$681K<0.01%-68513F-HRTimelineGroup
Fort Sheridan Advisors LLC10,800$677K0.09%013F-HRTimeline
BEARING POINT CAPITAL, LLC10,775$676K0.12%-6013F-HRTimeline
FJ Capital Management LLC10,696$671K0.07%+6,75013F-HRTimeline
CIBC Bancorp USA Inc.group of 2 filers holding10,671$669K+9,471Timeline
CARRET ASSET MANAGEMENT, LLC10,665$669K0.07%-25013F-HRTimeline
TRITONPOINT WEALTH, LLCin group TritonPoint Partners, LLC10,513$659K0.06%013F-HRTimelineGroup
TBH Global Asset Management, LLC10,379$651K0.13%-24613F-HRTimeline
Arax Advisory Partners10,369$650K0.01%+9,91513F-HRTimeline
Legacy Financial Advisors, Inc.10,354$649K0.09%+92713F-HRTimeline
Stonegate Investment Group, LLC10,077$632K0.01%013F-HRTimeline
Moors & Cabot, Inc.10,029$629K0.03%-1,00013F-HRTimeline
Advisors Asset Management, Inc.9,990$626K0.01%+3,26413F-HR/ATimeline
SCHRODER INVESTMENT MANAGEMENT GROUP9,843$617K<0.01%+5,35713F-HRTimeline
Schonfeld Strategic Advisors LLC9,759$612K<0.01%-61,57713F-HRTimeline
VIRGINIA RETIREMENT SYSTEMS ET Al9,400$589K<0.01%new13F-HRTimeline
Allianz Asset Management GmbHin group Allianz SE9,362$587K<0.01%+1,07913F-HRTimelineGroup
GREENWOOD CAPITAL ASSOCIATES LLC9,155$574K0.07%-85713F-HRTimeline
Everhart Financial Group, Inc.9,141$573K0.06%+1,74413F-HRTimeline
RITHOLTZ WEALTH MANAGEMENT9,125$572K0.01%new13F-HRTimeline
Retirement Planning Co of New England, …9,109$571K0.23%-2,06213F-HRTimeline
PROMETHIUM ADVISORS,LLC9,049$567K0.33%-2,17413F-HRTimeline
Jefferies Financial Group Inc.in group Jefferies Financial Group Inc.9,000$564K0.01%-166,00013F-HRTimelineGroup
Fiduciary Group, LLC9,000$564K0.05%013F-HRTimeline
Forum Financial Management, LPin group Forum Financial Management, LP8,908$559K0.01%+88213F-HRTimelineGroup
ALLSTATE CORPin group ALLSTATE CORP8,765$550K0.01%new13F-HRTimelineGroup
Private Advisor Group, LLC8,752$549K<0.01%+3,44413F-HRTimeline
QRG CAPITAL MANAGEMENT, INC.8,716$547K0.01%-9,65813F-HRTimeline
Focus Partners Wealthin group Focus Partners Wealth10,209$541K<0.01%+3,75213F-HRTimelineGroup
WINTON GROUP Ltdin group WINTON GROUP Ltd8,601$539K0.02%new13F-HRTimelineGroup
E&G Advisors, LLC8,600$539K0.13%013F-HRTimeline
GAMMA Investing LLC8,564$537K0.03%+52213F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…8,374$525K0.01%+4,01313F-HRTimelineGroup
Segment Wealth Management, LLC8,200$514K0.03%013F-HRTimeline
Verdence Capital Advisors LLC8,752$510K0.03%-2,92113F-HRTimeline
EntryPoint Capital, LLC7,936$498K0.19%+3,48413F-HRTimeline
AXQ CAPITAL, LP7,927$497K0.19%-12,64313F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP7,667$490K<0.01%+1,51813F-HRTimelineGroup
National Pension Service7,810$490K<0.01%+3,98213F-HRTimeline
INTECH INVESTMENT MANAGEMENT LLC7,740$485K<0.01%new13F-HRTimeline
PRAXIS INVESTMENT MANAGEMENT INC7,720$484K0.03%013F-HRTimeline
Triad Wealth Partners, LLC7,657$480K0.06%+65013F-HRTimeline
1832 Asset Management L.P.7,650$480K<0.01%+91513F-HRTimeline
EdgeRock Capital LLC7,573$475K0.13%+4613F-HRTimeline
SHELTON CAPITAL MANAGEMENT7,560$474K0.01%013F-HRTimeline
Snowden Capital Advisors LLC7,529$472K0.01%+3,12613F-HRTimeline
Integrated Wealth Concepts LLC7,520$472K<0.01%+3,10113F-HRTimeline
Kovack Advisors, Inc.7,502$470K0.04%-1,51013F-HRTimeline
NewEdge Wealth, LLC8,845$460K0.01%+4413F-HRTimeline
Oak Thistle LLC7,325$459K0.07%new13F-HRTimeline
SYM FINANCIAL Corp7,236$454K0.05%-5,74913F-HRTimeline
Principle Wealth Partners LLC7,131$447K0.03%013F-HRTimeline
MONETA GROUP INVESTMENT ADVISORS LLC7,115$446K<0.01%-7413F-HRTimeline
Glenview Trust Co7,109$446K0.01%013F-HRTimeline
Keebeck Wealth Management7,057$442K0.05%013F-HRTimeline
SlateStone Wealth, LLC7,029$441K0.04%013F-HRTimeline
Three Magnolias Financial Advisors, LLC7,000$439K0.27%+1,00013F-HRTimeline
PFG Investments, LLC6,999$439K0.02%-99713F-HRTimeline
Vident Advisory, LLCin group Vident Advisory, LLC6,961$436K<0.01%-34813F-HRTimelineGroup
Fayez Sarofim & Coin group Fayez Sarofim & Co6,849$429K<0.01%013F-HRTimelineGroup
Summit Financial, LLC6,825$428K0.01%-33013F-HRTimeline
Triangle Securities Wealth Management6,768$424K0.1%-50213F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
DMC Group, LLC6,594$413K0.29%+20513F-HRTimeline
Meiji Yasuda Life Insurance Cogroup of 2 filers holding6,577$412K-3,968Timeline
Sterneck Capital Management, LLC6,569$412K0.19%-3,90013F-HRTimeline
B. Riley Wealth Advisors, Inc.6,485$407K0.02%-2,75313F-HRTimeline
EQUITABLE TRUST CO6,482$406K0.02%013F-HRTimeline
Robertson Stephens Wealth Management, L…6,396$401K0.01%+1,64713F-HRTimeline
B. Metzler seel. Sohn & Co. AGin group B. Metzler seel. Sohn & Co. AG6,365$399K<0.01%013F-HRTimelineGroup
BANK OF NOVA SCOTIAin group BANK OF NOVA SCOTIA6,348$399K<0.01%-18,12213F-HRTimelineGroup
Diversify Advisory Services, LLCin group Diversify Advisory Services, …7,643$396K0.01%-1,07613F-HRTimelineGroup
Wedmont Private Capital6,380$393K0.01%+54913F-HRTimeline
Visionary Wealth Advisors6,261$393K0.02%+213F-HRTimeline
STRS OHIO6,253$392K<0.01%-25,31713F-HRTimeline
SPIRIT OF AMERICA MANAGEMENT CORP/NY6,050$379K0.08%013F-HRTimeline
Pallas Capital Advisors LLC6,022$378K0.01%+2213F-HRTimeline
NewEdge Advisors, LLC5,981$375K<0.01%+46513F-HRTimeline
Advisor OS, LLCin group Advisor OS, LLC5,972$374K0.03%-58013F-HRTimelineGroup
MGO ONE SEVEN LLC5,961$374K0.01%+1,23613F-HRTimeline