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Disclosery

CG CARLYLE GROUP INC

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Stock (common), issuer CIK 1527166

587 managers (605 13F filers) reported a position in CG shares at 2026-03-31, 218,996,687 shares in all. 64 filers opened a position and 93 filers sold out during the quarter.

Managers
587
13F filers
605
New
64
Added
237
Reduced
188
Sold out
93
Shares held by filers
218,996,687

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 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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
NEUBERGER BERMAN GROUP LLCin group NEUBERGER BERMAN GROUP LLC35,220$1.7M<0.01%-19813F-HRTimelineGroup
Illinois Municipal Retirement Fund34,701$1.68M0.02%-33,59413F-HRTimeline
Lighthouse Investment Partners, LLCin group Lighthouse Investment Partner…33,699$1.63M0.06%new13F-HRTimelineGroup
BRITISH COLUMBIA INVESTMENT MANAGEMENT …32,406$1.57M0.01%-9,18713F-HRTimeline
New Age Alpha Advisors, LLC32,010$1.55M0.07%-72113F-HRTimeline
AMICA MUTUAL INSURANCE CO31,766$1.54M0.13%013F-HRTimeline
WESBANCO BANK INC31,452$1.52M0.04%-126,56613F-HRTimeline
Sierra Capital LLC31,365$1.52M0.17%-4,50013F-HRTimeline
Pacer Advisors, Inc.30,820$1.49M<0.01%-21713F-HR/ATimeline
NISSAY ASSET MANAGEMENT CORP /JAPAN30,668$1.48M0.01%+49313F-HRTimeline
DIVERSIFIED TRUST CO29,077$1.41M0.03%-13,38913F-HRTimeline
BANQUE PICTET & CIE SA28,700$1.39M0.02%013F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…28,636$1.33M<0.01%+6,53713F-HRTimeline
JEPPSON WEALTH MANAGEMENT, LLC27,020$1.31M0.41%+72513F-HRTimeline
Swedbank ABin group Swedbank AB26,842$1.3M<0.01%013F-HRTimelineGroup
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP26,399$1.28M<0.01%-14,22813F-HRTimelineGroup
Avanza Fonder AB26,357$1.28M0.04%013F-HRTimeline
Waterfront Wealth Inc.26,063$1.26M0.23%013F-HRTimeline
Hilltop Holdings Inc.in group Hilltop Holdings Inc.25,870$1.25M0.11%-10,42613F-HRTimelineGroup
&PARTNERS25,747$1.25M0.01%+3,56013F-HRTimeline
ALLSTATE CORPin group ALLSTATE CORP25,694$1.24M0.01%+8,65013F-HRTimelineGroup
State of Alaska, Department of Revenue25,647$1.24M0.01%013F-HRTimeline
Cambridge Investment Research Advisors,…25,480$1.23M<0.01%-3,62613F-HRTimeline
Creative Planningin group Creative Planning25,378$1.23M<0.01%+6,55713F-HRTimelineGroup
Advisors Asset Management, Inc.25,129$1.22M0.02%+3,89213F-HRTimeline
Onyx Bridge Wealth Group LLC24,952$1.21M0.13%013F-HRTimeline
Mariner, LLCin group Mariner, LLC24,931$1.21M<0.01%-77813F-HRTimelineGroup
Steward Partners Investment Advisory, L…24,915$1.21M0.01%-15,09113F-HRTimeline
Swiss Life Asset Management Ltdin group Swiss Life Asset Management L…24,850$1.2M0.01%+4,33513F-HRTimelineGroup
Orion Porfolio Solutions, LLC24,798$1.2M0.01%+1,67513F-HRTimeline
MML INVESTORS SERVICES, LLC24,629$1.19M<0.01%-8,10313F-HRTimeline
Sumitomo Mitsui DS Asset Management Com…in group SUMITOMO MITSUI FINANCIAL GRO…24,622$1.19M0.01%013F-HRTimelineGroup
Atria Investments, Inc24,433$1.18M0.01%-49413F-HRTimeline
Quantinno Capital Management LP24,202$1.17M<0.01%-3,39313F-HRTimeline
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC23,379$1.13M0.02%-73113F-HRTimelineGroup
NewEdge Advisors, LLC23,290$1.13M<0.01%+6,65813F-HR/ATimeline
GARRISON BRADFORD & ASSOCIATES INC22,643$1.1M1.24%-20013F-HRTimeline
D.A. DAVIDSON & CO.22,318$1.08M0.01%+68613F-HRTimeline
Zhang Financial LLC21,852$1.06M0.04%-1,96613F-HRTimeline
JANUS HENDERSON GROUP PLCin group Janus Henderson21,573$1.04M<0.01%013F-HR/ATimelineGroup
NORDEA INVESTMENT MANAGEMENT ABin group NORDEA INVESTMENT MANAGEMENT …21,804$1.02M<0.01%+3413F-HRTimelineGroup
WELLINGTON MANAGEMENT GROUP LLPin group WELLINGTON MANAGEMENT GROUP L…21,129$1.02M<0.01%+15,82013F-HRTimelineGroup
DAVENPORT & Co LLC20,754$1M0.01%+5,51913F-HRTimeline
DAYMARK WEALTH PARTNERS, LLC20,694$1M0.03%+20313F-HRTimeline
Daiwa Securities Group Inc.in group Daiwa Securities Group Inc.20,573$996K<0.01%+80013F-HRTimelineGroup
PUBLIC EMPLOYEES RETIREMENT ASSOCIATION…20,098$973K<0.01%013F-HRTimeline
Osmosis Investment Management UK Ltd19,812$959K0.03%new13F-HRTimeline
Carson Advisory Inc.19,226$930K0.48%-60013F-HRTimeline
SECURIAN ASSET MANAGEMENT, INC19,127$926K0.04%+21613F-HRTimeline
Ensign Peak Advisors, Inc19,092$924K<0.01%+2,35013F-HR/ATimeline
VOYA INVESTMENT MANAGEMENT LLCin group VOYA INVESTMENT MANAGEMENT LLC19,067$923K<0.01%-6,62613F-HRTimelineGroup
Waterway Wealth Management, LLC19,036$921K0.2%-6,60113F-HRTimeline
SMH CAPITAL ADVISORS INC18,827$911K2.58%-5913F-HR/ATimeline
INTREPID CAPITAL MANAGEMENT INC18,761$908K0.35%+17113F-HRTimeline
Arkadios Wealth Advisors18,621$901K0.01%+33213F-HRTimeline
SIH Partners, LLLPin group SIH Partners, LLLP18,600$900K0.03%new13F-HRTimelineGroup
MACKENZIE FINANCIAL CORP18,300$886K<0.01%+2,08713F-HRTimeline
Cordoba Advisory Partners LLC18,389$884K0.24%013F-HRTimeline
TOKIO MARINE ASSET MANAGEMENT CO LTDin group TOKIO MARINE HOLDINGS, INC.18,236$882K0.03%+83913F-HRTimelineGroup
Gulf International Bank (UK) Ltd18,114$877K0.02%+6,85713F-HRTimeline
FEDERATED HERMES, INC.in group FEDERATED HERMES, INC.17,974$870K<0.01%-69813F-HRTimelineGroup
MOODY NATIONAL BANK TRUST DIVISIONin group MOODY NATIONAL BANK TRUST DIV…17,707$857K0.08%+25913F-HRTimelineGroup
MERCER GLOBAL ADVISORS INC /ADV17,567$850K<0.01%-55013F-HRTimeline
D. E. Shaw & Co., Inc.in group D. E. Shaw & Co., Inc.17,529$848K<0.01%+7,57613F-HRTimelineGroup
JOURNEY STRATEGIC WEALTH LLC17,474$846K0.02%-42913F-HRTimeline
GM Advisory Group, LLC17,231$834K0.03%-1,06713F-HRTimeline
Investment Management Corp of Ontario16,815$814K0.01%+90013F-HRTimeline
QRG CAPITAL MANAGEMENT, INC.16,812$814K0.01%+3,97213F-HRTimeline
Pathstone Holdings, LLCin group Pathstone Holdings, LLC16,672$807K<0.01%+77613F-HRTimelineGroup
O'SHAUGHNESSY ASSET MANAGEMENT, LLC16,506$799K<0.01%-86513F-HRTimeline
Winthrop Partners - WNY, LLC16,369$792K0.42%+5813F-HRTimeline
BALDWIN WEALTH PARTNERS LLC/MA15,720$761K0.06%013F-HRTimeline
O'ROURKE & COMPANY, Inc15,512$751K0.3%+6713F-HRTimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC15,503$750K0.01%-62013F-HRTimelineGroup
CWM, LLCin group CWM, LLC15,477$749K<0.01%+3,12813F-HRTimelineGroup
Guinness Asset Management LTD15,464$748K0.01%-16713F-HRTimeline
Clearstead Advisors, LLC15,301$740K0.01%-67613F-HRTimeline
CIBC Asset Management Inc15,269$739K<0.01%+60913F-HRTimeline
National Pension Service15,248$738K<0.01%+1,50013F-HRTimeline
Empowered Funds, LLC15,199$735K<0.01%+3,23713F-HR/ATimeline
Arete Wealth Advisors, LLC14,920$722K0.05%-21113F-HR/ATimeline
Waverly Advisors, LLC14,848$718K0.01%+3,05613F-HRTimeline
BNP PARIBAS ASSET MANAGEMENT Holding S.…in group BNP PARIBAS ASSET MANAGEMENT …14,260$690K<0.01%-5,46213F-HRTimelineGroup
Havemeyer Place LP14,236$689K0.08%+9,59113F-HRTimeline
Stablepoint Partners, LLC14,177$686K0.1%-113F-HRTimeline
HB Wealth Management, LLC13,883$672K<0.01%+1,65713F-HRTimeline
Cresset Asset Management, LLC13,825$669K<0.01%+9,89613F-HRTimeline
Maryland State Retirement & Pension Sys…13,486$653K0.01%013F-HRTimeline
CREDIT AGRICOLE S Ain group CREDIT AGRICOLE S A13,335$645K<0.01%+7,63513F-HRTimelineGroup
ASR Vermogensbeheer N.V.13,281$643K0.01%+17913F-HRTimeline
Legacy Financial Advisors, Inc.13,002$629K0.09%+1,31913F-HRTimeline
TD PRIVATE CLIENT WEALTH LLC12,732$616K0.01%+25913F-HRTimeline
THOROUGHBRED FINANCIAL SERVICES, LLC12,601$609K0.04%+4413F-HRTimeline
SCHRODER INVESTMENT MANAGEMENT GROUP13,062$606K<0.01%+97213F-HRTimeline
Stiles Financial Services Inc12,439$602K0.18%+5113F-HRTimeline
44 WEALTH MANAGEMENT LLC12,311$596K0.21%-10613F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…12,275$594K0.02%-57813F-HRTimelineGroup
FIRST MANHATTAN CO. LLC.12,250$593K<0.01%013F-HRTimeline
BLAIR WILLIAM & CO/IL12,237$592K<0.01%-5,01113F-HRTimeline
Polymer Capital Management (US) LLC12,122$587K0.09%-6,23213F-HRTimeline
Sterneck Capital Management, LLC11,883$575K0.26%+4,75813F-HRTimeline
CIBC Bancorp USA Inc.in group CIBC Bancorp USA Inc.11,815$572K<0.01%13F-HRTimelineGroup
Brooklyn Investment Group11,795$571K0.02%+2,56613F-HRTimeline
CARRET ASSET MANAGEMENT, LLC11,640$563K0.06%+97513F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\11,579$560K<0.01%-46613F-HRTimelineGroup
Rakuten Investment Management, Inc.in group Rakuten Group, Inc.11,738$545K<0.01%+1,77813F-HRTimelineGroup
North Star Investment Management Corp.11,210$542K0.03%+9813F-HRTimeline
Everhart Financial Group, Inc.11,145$539K0.05%-1,90613F-HRTimeline
CAPSTONE INVESTMENT ADVISORS, LLCin group CAPSTONE INVESTMENT ADVISORS,…11,143$539K<0.01%new13F-HRTimelineGroup
TOBAM11,116$538K0.14%+5,61013F-HRTimeline
J.W. COLE ADVISORS, INC.11,097$537K0.02%-21313F-HRTimeline
McGowan Group Asset Management, Inc.11,085$536K0.07%-23613F-HRTimeline
Catalyst Capital Advisors LLC11,000$532K0.01%013F-HRTimeline
Moors & Cabot, Inc.10,879$526K0.02%+1,42513F-HRTimeline
TRITONPOINT WEALTH, LLCin group TritonPoint Partners, LLC10,525$509K0.05%+913F-HRTimelineGroup
Siemens Fonds Invest GmbH10,429$505K0.03%+25213F-HRTimeline
ProShare Advisors LLC10,408$504K<0.01%+213F-HRTimeline
BEARING POINT CAPITAL, LLC10,390$503K0.08%-16,93313F-HRTimeline
EVOLVE PRIVATE WEALTH, LLC10,341$500K0.03%new13F-HRTimeline
Fort Sheridan Advisors LLC10,300$498K0.06%013F-HRTimeline
Federation des caisses Desjardins du Qu…10,208$494K<0.01%+1,89313F-HRTimeline
TBH Global Asset Management, LLC10,035$486K0.1%+22213F-HRTimeline
Retirement Planning Co of New England, …9,915$480K0.2%+42413F-HRTimeline
ADAGE CAPITAL PARTNERS GP, L.L.C.in group ADAGE CAPITAL PARTNERS GP, L.…9,901$479K<0.01%new13F-HRTimelineGroup
TWO SIGMA SECURITIES, LLC9,575$463K0.05%+6,15313F-HRTimeline
Vident Advisory, LLCin group Vident Advisory, LLC9,370$453K<0.01%+2,56513F-HRTimelineGroup
Hennion & Walsh Asset Management, Inc.9,350$452K0.02%013F-HRTimeline
Fiduciary Group, LLC9,164$443K0.04%+16413F-HRTimeline
GAMMA Investing LLC9,062$439K0.02%+4813F-HRTimeline
NewEdge Wealth, LLC9,044$438K0.01%+3513F-HRTimeline
GREENWOOD CAPITAL ASSOCIATES LLC8,859$429K0.05%-31913F-HRTimeline
Sterling Capital Management LLC8,816$427K0.01%-6,68913F-HRTimeline
Saudi Central Bank8,678$420K0.01%new13F-HRTimeline
SHELTON CAPITAL MANAGEMENT8,676$420K0.01%+1,11613F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC8,618$417K<0.01%+513F-HRTimelineGroup
E&G Advisors, LLC8,600$416K0.09%013F-HRTimeline
Cassaday & Co Wealth Management LLC8,363$405K0.01%+3,00013F-HRTimeline
Legato Capital Management LLC8,340$404K0.04%-5,53913F-HRTimeline
Sequoia Financial Advisors, LLC8,290$401K<0.01%+69713F-HRTimeline
Integrated Wealth Concepts LLC8,263$400K<0.01%+4,84413F-HRTimeline
Segment Wealth Management, LLC8,200$397K0.02%013F-HRTimeline
EdgeRock Capital LLC8,045$389K0.11%+48113F-HRTimeline
Quantbot Technologies LP8,044$389K0.02%new13F-HRTimeline
HANTZ FINANCIAL SERVICES, INC.8,046$389K0.01%+2,98713F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
VestGen Advisors, LLC7,576$379K0.01%-4,49513F-HRTimeline
ABN AMRO INVESTMENT SOLUTIONSin group ABN AMRO INVESTMENT SOLUTIONS7,789$377K<0.01%+42213F-HRTimelineGroup
North Dakota State Investment Board7,646$370K0.02%-1,56213F-HRTimeline
Mirae Asset Global Investments Co., Ltd.group of 2 filers holding7,623$369K-17,686Timeline
CARY STREET PARTNERS ASSET MANAGEMENT L…group of 2 filers holding7,445$360K+1,290Timeline
Glenview Trust Co7,141$346K0.01%+3213F-HRTimeline
Principle Wealth Partners LLC7,131$345K0.02%013F-HRTimeline
Wedmont Private Capital7,138$344K0.01%+1,12613F-HRTimeline
FJ Capital Management LLC7,055$341K0.04%new13F-HRTimeline
Merit Financial Group, LLC7,017$340K<0.01%+3,17813F-HRTimeline
Three Magnolias Financial Advisors, LLC7,000$339K0.22%013F-HRTimeline
B. Riley Wealth Advisors, Inc.7,269$337K0.02%+213F-HRTimeline
Keebeck Wealth Management6,955$337K0.04%-10213F-HRTimeline
PROMETHIUM ADVISORS,LLC6,894$334K0.17%-37013F-HRTimeline
PensionDanmark Pensionsforsikringsaktie…6,800$329K<0.01%013F-HRTimeline
Summit Financial, LLC6,752$327K<0.01%-3113F-HRTimeline
Robertson Stephens Wealth Management, L…6,595$319K0.01%013F-HRTimeline
MGO ONE SEVEN LLC6,538$316K0.01%+64513F-HRTimeline
Meiji Yasuda Asset Management Co Ltd.in group Meiji Yasuda Life Insurance Co6,513$315K0.02%+3213F-HRTimelineGroup
Triangle Securities Wealth Management6,430$311K0.07%-3813F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Private Advisor Group, LLC6,429$311K<0.01%+86313F-HRTimeline
PFG Investments, LLC6,368$308K0.01%-45613F-HRTimeline
B. Metzler seel. Sohn & Co. AGin group B. Metzler seel. Sohn & Co. AG6,365$308K<0.01%013F-HRTimelineGroup
Kovack Advisors, Inc.6,388$303K0.02%-1,67313F-HRTimeline
STRS OHIO6,255$303K<0.01%-1013F-HRTimeline
EQUITABLE TRUST CO6,235$302K0.01%-16213F-HRTimeline
Pallas Capital Advisors LLC6,129$297K0.01%+8613F-HRTimeline
AlphaGrep UK Ltd6,065$293K0.09%new13F-HRTimeline
SPIRIT OF AMERICA MANAGEMENT CORP/NY6,050$293K0.06%013F-HRTimeline
Comprehensive Money Management Services…6,025$292K0.19%+2,26513F-HRTimeline
MONETA GROUP INVESTMENT ADVISORS LLC6,012$291K<0.01%+15613F-HRTimeline
Pictet North America Advisors SA5,950$288K0.03%013F-HRTimeline
Prentice Wealth Management LLC5,870$284K0.06%+4613F-HRTimeline
Visionary Wealth Advisors5,856$283K0.01%-29813F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC5,750$278K0.01%-1,80013F-HR/ATimeline
1832 Asset Management L.P.5,735$278K<0.01%-2,23513F-HRTimeline
Triad Wealth Partners, LLC5,689$275K0.02%+84513F-HRTimeline
Integrated Advisors Network LLC5,617$272K0.01%-41,81713F-HRTimeline
Sagewood Asset Management LP5,599$271K0.08%-1,30613F-HRTimeline
AE Wealth Management LLC5,576$270K<0.01%new13F-HRTimeline
Westbourne Investment Advisors, Inc.5,500$266K0.08%-30013F-HRTimeline
Gateway Wealth Partners, LLC5,460$264K0.01%new13F-HRTimeline
PROFUND ADVISORS LLC5,409$262K0.01%-6413F-HRTimeline
Fayez Sarofim & Coin group Fayez Sarofim & Co5,399$261K<0.01%-1,45013F-HRTimelineGroup
SYM FINANCIAL Corp5,382$260K0.03%+8313F-HRTimeline
OSTRUM ASSET MANAGEMENT5,345$259K0.01%+4,32613F-HRTimeline
Jaffetilchin Investment Partners, LLC5,317$257K0.02%-30613F-HRTimeline
Whetstone Capital Advisors, LLC5,312$257K0.1%+1,61613F-HRTimeline
Alpine Global Management, LLC5,290$256K0.04%new13F-HRTimeline
BFSG, LLC5,266$255K0.02%+35113F-HRTimeline
MISSION WEALTH MANAGEMENT, LP5,129$248K0.01%-1013F-HRTimeline
KRS Capital Management, LLC5,120$248K0.15%013F-HRTimeline
Farther Finance Advisors, LLC5,215$247K<0.01%+62913F-HRTimeline
Leonteq Securities AG5,013$243K0.01%+2,79713F-HRTimeline
HARBOR INVESTMENT ADVISORY, LLC5,008$242K0.02%+813F-HRTimeline
M&T Bank Corpin group M&T Bank Corp5,001$242K<0.01%-38413F-HR/ATimelineGroup