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Disclosery

CG CARLYLE GROUP INC

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Stock (common), issuer CIK 1527166

570 managers (591 13F filers) reported a position in CG shares at 2026-06-30, 220,014,427 shares in all. 64 filers opened a position and 76 filers sold out during the quarter.

Managers
570
13F filers
591
New
64
Added
227
Reduced
204
Sold out
76
Shares held by filers
220,014,427

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 2026

Filers in the available 13F reports with a share position at 2026-06-30, 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
HARBOR INVESTMENT ADVISORY, LLC5,008$211K0.01%013F-HRTimeline
M&T Bank Corpin group M&T Bank Corp4,985$210K<0.01%-1613F-HRTimelineGroup
KRS Capital Management, LLC4,950$208K0.1%-17013F-HRTimeline
Tranquility Partners, LLC4,815$203K0.07%013F-HRTimeline
Vestcor Inc4,543$191K<0.01%013F-HRTimeline
STOREBRAND ASSET MANAGEMENT AS4,520$190K<0.01%013F-HRTimeline
BARRETT & COMPANY, INC.4,406$186K0.05%013F-HRTimeline
Global Retirement Partners, LLC4,374$184K<0.01%13F-HRTimeline
MACQUARIE GROUP LTDin group MACQUARIE GROUP LTD4,123$174K<0.01%-56313F-HRTimelineGroup
HUNTINGTON NATIONAL BANKin group HUNTINGTON NATIONAL BANK3,875$163K<0.01%+2,10413F-HRTimelineGroup
Larson Financial Group LLC3,667$154K<0.01%-57313F-HRTimeline
Stelac Advisory Services LLC3,590$151K0.03%013F-HRTimeline
UMB Bank, n.a.3,557$150K<0.01%-37213F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
SPIRIT OF AMERICA MANAGEMENT CORP/NY3,550$149K0.03%-2,50013F-HRTimeline
Hamilton Capital Partners Inc.3,365$142K<0.01%-1,61113F-HRTimeline
Gunpowder Capital Management, LLC dba O…3,312$139K0.1%013F-HRTimeline
NISA INVESTMENT ADVISORS, LLC3,104$131K<0.01%+50613F-HRTimeline
Caitong International Asset Management …3,047$128K0.02%+3,04613F-HRTimeline
Atlantic Union Bankshares Corpin group Atlantic Union Bankshares Corp3,030$127K<0.01%-66413F-HRTimelineGroup
Towne Trust Company, N.A3,000$126K0.04%013F-HRTimeline
Western Pacific Wealth Management, LP2,478$104K0.09%-37113F-HRTimeline
Tower View Wealth Management LLC2,291$96.5K0.04%+1813F-HRTimeline
UNIVERSITY OF TEXAS/TEXAS AM INVESTMENT…2,206$92.9K0.01%new13F-HRTimeline
Aster Capital Management (DIFC) Ltd2,186$92.1K0.02%new13F-HR/ATimeline
Twin Tree Management, LP1,985$83.6K0.01%-2,29913F-HRTimeline
LOS ANGELES CAPITAL MANAGEMENT LLC1,888$79.5K<0.01%+76813F-HRTimeline
Oslo Pensjonsforsikring AS1,884$79.3K0.01%+68513F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management1,850$77.9K<0.01%-1,10613F-HRTimelineGroup
FIL Ltdin group FIL Ltd1,737$73.1K<0.01%+11613F-HRTimelineGroup
Livforsakringsbolaget Skandia, Omsesidi…1,700$71.6K<0.01%013F-HRTimeline
Pinnacle Wealth Planning Services, Inc.1,611$67.8K0.01%-47113F-HRTimeline
Bogart Wealth, LLC1,587$66.8K<0.01%-1513F-HRTimeline
VALLEY NATIONAL ADVISERS INC1,520$64K0.01%013F-HRTimeline
Parallel Advisors, LLC1,468$61.8K<0.01%+2113F-HRTimeline
Ramirez Asset Management, Inc.1,400$59K0.01%013F-HRTimeline
ROTHSCHILD INVESTMENT LLC1,394$58.7K<0.01%-13513F-HRTimeline
Gold Investment Management Ltd.1,382$58.2K0.02%013F-HRTimeline
Keating Financial Advisory Services, In…1,378$58K0.01%+12613F-HRTimeline
Tema ETFs LLC1,263$53.2K<0.01%-75113F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…1,250$52.6K<0.01%-62613F-HRTimelineGroup
Smartleaf Asset Management LLC1,294$52.4K<0.01%013F-HRTimeline
CVA Family Office, LLC1,230$51.8K<0.01%+22713F-HRTimeline
LRI Investments, LLC1,218$51.3K<0.01%+18313F-HRTimeline
GHP Investment Advisors, Inc.1,186$49.9K<0.01%013F-HRTimeline
BESSEMER GROUP INCin group BESSEMER GROUP INC1,152$48K<0.01%+19613F-HRTimelineGroup
MATHER GROUP, LLC.1,000$42.1K<0.01%013F-HRTimeline
Essential Partners LLC997$42K0.02%+37013F-HRTimeline
Community Bank, N.A.978$41.2K<0.01%+20613F-HRTimeline
MassMutual Private Wealth & Trust, FSB962$40.5K<0.01%+25813F-HRTimeline
IFP Advisors, Inc880$37.1K<0.01%-26813F-HRTimeline
Allworth Financial LP843$35.5K<0.01%-49113F-HRTimeline
HARBOUR INVESTMENTS, INC.813$34.2K<0.01%+313F-HRTimeline
BARTLETT & CO. WEALTH MANAGEMENT LLC811$34.1K<0.01%013F-HRTimeline
Cape Investment Advisory, Inc.771$32.5K0.01%new13F-HRTimeline
OAKWORTH CAPITAL, INC.708$30K<0.01%013F-HRTimeline
Institute for Wealth Management, LLC.660$27.8K<0.01%new13F-HRTimeline
MOTCO648$27.3K<0.01%+613F-HRTimeline
ADKINS SEALE CAPITAL MANAGEMENT LLC601$25.3K0.02%+5513F-HRTimeline
CENTRAL TRUST Co600$25.3K<0.01%013F-HRTimeline
Golden State Wealth Management, LLC600$25.3K<0.01%013F-HRTimeline
Deseret Mutual Benefit Administrators584$24.6K0.01%013F-HRTimeline
PRIVATE TRUST CO NA570$24K<0.01%-14313F-HRTimeline
Main Street Group, LTD568$23.9K0.01%013F-HRTimeline
BOK Financial Private Wealth, Inc.550$23.2K<0.01%-33213F-HRTimeline
Intesa Sanpaolo Wealth Managementin group Intesa Sanpaolo S.p.A.500$21.1K<0.01%013F-HRTimelineGroup
Cornerstone Planning Group LLC430$18.9K<0.01%-25013F-HRTimeline
Global X Japan Co., Ltd.447$18.8K<0.01%+24913F-HRTimeline
Capital Advisors, Ltd. LLC399$17K<0.01%013F-HRTimeline
EFG International AGin group EFG International AG398$16.8K<0.01%+11813F-HRTimelineGroup
Retirement Wealth Solutions LLC368$15.5K0.01%-3613F-HRTimeline
TSFG, LLC300$13K<0.01%013F-HRTimeline
High Note Wealth, LLC308$13K<0.01%-10913F-HRTimeline
Fortitude Family Office, LLC302$12.7K<0.01%+16813F-HRTimeline
Axiom Investment Management LLC300$12.6K0.01%new13F-HRTimeline
PROATHLETE WEALTH MANAGEMENT LLC297$12.5K<0.01%013F-HRTimeline
S&T Bank/PA294$12.4K<0.01%+20013F-HRTimeline
ALBION FINANCIAL GROUP /UT273$11.5K<0.01%-1613F-HRTimeline
Owl Creek Wealth Partners LLC255$10.7K<0.01%-11013F-HRTimeline
LifeSteps Financial, Inc.251$10.6K<0.01%new13F-HRTimeline
Clearstead Trust, LLC250$10.5K<0.01%013F-HRTimeline
Darwin Wealth Management, LLC245$10.4K<0.01%+113F-HRTimeline
Colonial Trust Advisorsgroup of 2 filers holding244$10.3K+50Timeline
Parkside Financial Bank & Trust227$9.56K<0.01%-24713F-HRTimeline
FARMERS & MERCHANTS INVESTMENTS INCin group FARMERS & MERCHANTS INVESTMEN…220$9.26K<0.01%-1013F-HRTimelineGroup
AdvisorNet Financial, Inc202$8.51K<0.01%-113F-HRTimeline
Align Financial, LLC202$8.51K<0.01%013F-HRTimeline
EDMOND DE ROTHSCHILD HOLDING S.A.in group EDMOND DE ROTHSCHILD HOLDING …200$8.42K<0.01%013F-HRTimelineGroup
Covestor Ltd194$8K<0.01%-1813F-HRTimeline
JFS WEALTH ADVISORS, LLC169$7.12K<0.01%-1113F-HRTimeline
NVWM, LLC160$6.75K<0.01%new13F-HRTimeline
ZIONS BANCORPORATION, NATIONAL ASSOCIAT…156$6.57K<0.01%+2213F-HRTimeline
FIDUCIARY FINANCIAL ADVISORS151$6.23K<0.01%new13F-HRTimeline
CX Institutional142$6K<0.01%-19113F-HRTimeline
Bell Investment Advisors, Inc140$5.9K<0.01%-13613F-HRTimeline
Principia Wealth Advisory, LLC140$5.89K<0.01%+9113F-HRTimeline
Glen Eagle Advisors, LLC138$5.81K<0.01%+3813F-HRTimeline
Hilton Head Capital Partners, LLC138$5.81K<0.01%013F-HRTimeline
Transamerica Financial Advisors, LLCin group Transamerica Financial Adviso…133$5.64K<0.01%+1113F-HRTimelineGroup
Continuum Advisory, LLC130$5.47K<0.01%new13F-HRTimeline
Abound Wealth Management128$5.39K<0.01%new13F-HRTimeline
Bruce G. Allen Investments, LLC120$5.05K<0.01%-7913F-HRTimeline
Blue Trust, Inc.118$4.97K<0.01%013F-HRTimeline
Wilmington Savings Fund Society, FSB116$4.88K<0.01%-2,70013F-HRTimeline
Silver Grove Financial Group, Inc.107$4.51K<0.01%new13F-HRTimeline
FIRST HORIZON CORP102$4.3K<0.01%-2013F-HRTimeline
Clark Wealth Partners98$4.13K<0.01%013F-HRTimeline
Rossby Financial, LCC90$3.79K<0.01%-4513F-HRTimeline
CoreCap Advisors, LLC88$3.71K<0.01%+8513F-HRTimeline
Quarry LP86$3.62K<0.01%new13F-HRTimeline
Cullen/Frost Bankers, Inc.in group Cullen/Frost Bankers, Inc.83$3.5K<0.01%+1213F-HRTimelineGroup
Caitlin John, LLC83$3.5K<0.01%new13F-HRTimeline
BROWN, LISLE/CUMMINGS, INC.69$2.91K<0.01%013F-HRTimeline
Creative Capital Management Investments…66$2.78K<0.01%new13F-HRTimeline
WPG Advisers, LLC62$2.61K<0.01%+3313F-HRTimeline
Cromwell Holdings LLC61$2.57K<0.01%+813F-HRTimeline
SJS Investment Consulting Inc.57$2.4K<0.01%-10113F-HRTimeline
Signature Resources Capital Management,…57$2.4K<0.01%013F-HRTimeline
Private Wealth Management Group, LLC54$2.27K<0.01%013F-HRTimeline
Synergy Investment Management, LLC49$2.19K<0.01%new13F-HRTimeline
DiNuzzo Private Wealth, Inc.48$2.02K<0.01%+213F-HRTimeline
SHP Wealth Management48$2.02K<0.01%013F-HRTimeline
Bravera Wealth48$2.02K<0.01%013F-HRTimeline
Avion Wealth71$2K<0.01%-4913F-HRTimeline
Bay Harbor Wealth Management, LLC47$1.98K<0.01%+1813F-HRTimeline
JPL Wealth Management, LLC45$1.9K<0.01%013F-HRTimeline
SouthState Bank Corpin group SouthState Bank Corp44$1.85K<0.01%-613F-HRTimelineGroup
MARSHALL INVESTMENT MANAGEMENT, LLC44$1.85K<0.01%new13F-HRTimeline
MANNING & NAPIER ADVISORS LLC44$1.78K<0.01%new13F-HRTimeline
Rialto Wealth Management, LLC42$1.77K<0.01%+1513F-HRTimeline
True Wealth Design, LLC40$1.69K<0.01%013F-HRTimeline
JNBA Financial Advisors35$1.47K<0.01%013F-HRTimeline
Hughes Financial Services, LLC35$1.47K<0.01%+513F-HRTimeline
Versant Capital Management, Inc33$1.39K<0.01%-1813F-HRTimeline
Benson Wealth Management INC33$1.39K<0.01%013F-HRTimeline
HFM Investment Advisors, LLC28$1.18K<0.01%+1513F-HRTimeline
FINANCIAL CONSULATE, INC26$1.09K<0.01%-24713F-HRTimeline
Signature Equity Partners, LLC26$1.07K<0.01%+113F-HRTimeline
AMERIFLEX GROUP, INC.25$1.05K<0.01%new13F-HRTimeline
IFS Advisors, LLC23$1.01K<0.01%013F-HRTimeline
RAFFA WEALTH MANAGEMENT, LLC23$969<0.01%+2113F-HRTimeline
Atlatl Advisers LLC23$969<0.01%new13F-HRTimeline
Kilter Group LLC21$895<0.01%013F-HRTimeline
American Capital Advisory, LLC19$801<0.01%+1013F-HRTimeline
1015 Capital Partners, LLC16$674<0.01%013F-HRTimeline
Cornerstone Financial Management LLC14$590<0.01%013F-HR/ATimeline
Davis Capital Management13$547<0.01%new13F-HRTimeline
Sunrise Financial Services, LLC13$547<0.01%013F-HRTimeline
Torren Management, LLC13$531<0.01%013F-HRTimeline
Physician Wealth Advisors, Inc.12$506<0.01%new13F-HRTimeline
Bare Financial Services, Inc12$505<0.01%-4213F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV10$421<0.01%013F-HRTimeline
Quent Capital, LLC8$337<0.01%-19913F-HRTimeline
DecisionPoint Financial, LLC7$297<0.01%new13F-HRTimeline
Quaker Wealth Management, LLC7$295<0.01%-313F-HRTimeline
Prestige Wealth Management Group LLC7$295<0.01%+413F-HRTimeline
Seneschal Advisors, LLC6$253<0.01%013F-HRTimeline
Plante Moran Financial Advisors, LLC5$211<0.01%new13F-HRTimeline
MV CAPITAL MANAGEMENT, INC.5$211<0.01%+113F-HR/ATimeline
Highland Investment Advisors LLC4$168<0.01%13F-HRTimeline
MARYLAND CAPITAL ADVISORS INC.3$127<0.01%13F-HRTimeline
Moisand Fitzgerald Tamayo, LLC121$115<0.01%013F-HRTimeline
Crewe Advisors LLC2$85<0.01%013F-HRTimeline
3 FACTOR INDEXING, LLC2$85<0.01%013F-HRTimeline
Planning Strategies Inc.2$84<0.01%13F-HRTimeline
BIRCHBROOK, INC.53$51<0.01%013F-HRTimeline
PROFFITT & GOODSON INC10$10<0.01%013F-HRTimeline
Navigoe, LLC3$00%new13F-HRTimelineValue filed as zero, left out of ratios.
NFSG Corp0$00%new13F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.
Activest Wealth Management0$00%-4813F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.
Erste Asset Management GmbHin group Erste Asset Management GmbH0$00%013F-HRTimelineGroupValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.