Skip to content
Disclosery

CG CARLYLE GROUP INC

Follow

Stock (common), issuer CIK 1527166

551 managers (565 13F filers) reported a position in CG shares at 2024-12-31, 215,694,329 shares in all. 68 filers opened a position and 45 filers sold out during the quarter.

Managers
551
13F filers
565
New
68
Added
191
Reduced
187
Sold out
45
Shares held by filers
215,694,329

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, Q4 2024

Filers in the available 13F reports with a share position at 2024-12-31, 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
Spire Wealth Managementin group Spire Wealth Management4,937$249K0.01%-413F-HRTimelineGroup
UMB Bank, n.a.4,868$246K<0.01%-12813F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
DAYMARK WEALTH PARTNERS, LLC4,842$244K0.01%-7513F-HR/ATimeline
Dynamic Advisor Solutions LLC4,833$244K0.01%-58113F-HRTimeline
Farringdon Capital, Ltd.4,827$244K0.1%13F-HRTimeline
Rafferty Asset Management, LLC4,820$243K<0.01%-2813F-HRTimeline
AVALON CAPITAL MANAGEMENT4,778$241K0.08%013F-HRTimeline
Investment Partners Asset Management, I…4,696$237K0.19%013F-HRTimeline
Mirador Capital Partners LP4,648$235K0.04%new13F-HRTimeline
Tranquility Partners, LLC4,628$234K0.09%-21013F-HRTimeline
Vestcor Inc4,564$230K0.01%013F-HRTimeline
CI INVESTMENTS INC.in group CI INVESTMENTS INC.4,533$229K<0.01%-89613F-HRTimelineGroup
Herold Advisors, Inc.4,500$227K0.05%new13F-HRTimeline
Allspring Global Investments Holdings, …in group Allspring Global Investments …4,428$225K<0.01%-5713F-HRTimelineGroup
Cornerstone Select Advisors, LLC4,415$223K0.21%13F-HRTimeline
UniSuper Management Pty Ltd4,400$222K<0.01%-1,90013F-HRTimeline
Wedmont Private Capital4,391$221K0.01%new13F-HRTimeline
MJP ASSOCIATES INC /ADV4,373$221K0.04%new13F-HRTimeline
TRUST POINT INC.4,274$216K0.01%new13F-HRTimeline
Focus Partners Wealthin group Focus Partners Wealth4,265$215K<0.01%new13F-HR/ATimelineGroup
CWM, LLCin group CWM, LLC4,263$215K<0.01%+39613F-HRTimelineGroup
Bank Pictet & Cie (Europe) AG4,250$215K<0.01%new13F-HR/ATimeline
Amica Retiree Medical Trust4,171$211K0.2%013F-HRTimeline
THURSTON, SPRINGER, MILLER, HERD & TITA…4,008$202K0.04%013F-HRTimeline
Breed's Hill Capital LLC4,000$202K0.11%new13F-HRTimeline
Harvest Fund Management Co., Ltdin group Harvest Fund Management Co., …3,984$201K0.01%new13F-HRTimelineGroup
AlphaQuest LLC3,916$198K0.03%-15,22613F-HRTimeline
PARADIGM ASSET MANAGEMENT CO LLC3,800$192K0.05%new13F-HRTimeline
Western Pacific Wealth Management, LP3,613$182K0.15%+32913F-HRTimeline
Leonteq Securities AG3,441$177K0.02%-25513F-HRTimeline
OSSIAM3,418$173K<0.01%-21,97513F-HRTimeline
Riggs Asset Managment Co. Inc.3,201$162K0.04%new13F-HRTimeline
Optiver Holding B.V.in group Optiver Holding B.V.2,935$148K<0.01%+48813F-HRTimelineGroup
Ramirez Asset Management, Inc.2,800$141K0.03%013F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP2,569$130K<0.01%+2,46913F-HRTimelineGroup
BARRETT & COMPANY, INC.2,550$129K0.05%013F-HRTimeline
Sandy Spring Bank2,542$126K0.01%013F-HRTimeline
Larson Financial Group LLC2,274$115K0.01%+11913F-HRTimeline
Tower View Wealth Management LLC2,198$111K0.06%+1213F-HRTimeline
Sunbelt Securities, Inc.2,000$101K0.01%+1,00013F-HRTimeline
Concord Wealth Partnersin group Concord Wealth Partners2,000$101K0.02%013F-HRTimelineGroup
CENTRAL TRUST Co1,920$96.9K<0.01%new13F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.1,850$96.8K<0.01%-913F-HRTimelineGroup
R Squared Ltd1,780$89.9K0.09%13F-HRTimeline
Livforsakringsbolaget Skandia, Omsesidi…1,700$85.8K<0.01%013F-HRTimeline
Bogart Wealth, LLC1,546$78.1K<0.01%013F-HRTimeline
OSTRUM ASSET MANAGEMENT1,508$76.1K0.01%-6313F-HRTimeline
Quarry LP1,408$71.1K0.01%new13F-HRTimeline
Gold Investment Management Ltd.1,382$69.8K0.03%013F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…1,227$69.5K<0.01%+23513F-HRTimeline
IFP Advisors, Inc1,329$67.1K<0.01%+42413F-HRTimeline
BOK Financial Private Wealth, Inc.1,300$65.6K<0.01%013F-HRTimeline
ROTHSCHILD INVESTMENT LLC1,240$62.6K<0.01%-1013F-HRTimeline
Smartleaf Asset Management LLC1,229$62.1K0.01%+29613F-HRTimeline
Compass Wealth Management LLC1,215$61.3K0.01%013F-HRTimeline
Retirement Wealth Solutions LLC1,135$57.1K0.05%13F-HRTimeline
Hexagon Capital Partners LLC1,079$54.5K0.01%+7613F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…1,063$53.7K<0.01%+67113F-HRTimelineGroup
Johnson Financial Group, Inc.in group Johnson Financial Group, Inc.951$53.4K<0.01%new13F-HRTimelineGroup
BARTLETT & CO. WEALTH MANAGEMENT LLC1,001$50.5K<0.01%013F-HRTimeline
WASHINGTON TRUST Co1,000$50.5K<0.01%013F-HRTimeline
OARSMAN CAPITAL, INC.916$46.2K0.01%+60913F-HRTimeline
Wilmington Savings Fund Society, FSB901$45.5K<0.01%+89013F-HRTimeline
Global Retirement Partners, LLC900$45.4K<0.01%+4113F-HRTimeline
CVA Family Office, LLC865$43.7K0.01%013F-HRTimeline
MAI Capital Management846$42.7K<0.01%new13F-HRTimeline
Brooklyn Investment Group826$41.7K0.01%+5013F-HRTimeline
WR Wealth Planners, LLC705$35.6K0.01%+14313F-HRTimeline
QUADRANT CAPITAL GROUP LLC673$34K<0.01%013F-HRTimeline
LRI Investments, LLC633$32K<0.01%new13F-HRTimeline
Clark Wealth Partners595$30K0.02%13F-HRTimeline
Global X Japan Co., Ltd.569$28.7K<0.01%+5313F-HRTimeline
Main Street Group, LTD568$28.7K0.01%new13F-HRTimeline
NISA INVESTMENT ADVISORS, LLC565$28.5K<0.01%+40513F-HRTimeline
AdvisorNet Financial, Inc543$27.4K<0.01%+613F-HRTimeline
VALLEY NATIONAL ADVISERS INC546$27K<0.01%+32713F-HRTimeline
Cornerstone Planning Group LLC468$26.1K0.01%+7313F-HRTimeline
Federation des caisses Desjardins du Qu…501$25.3K<0.01%-76913F-HRTimeline
Golden State Wealth Management, LLC500$25.2K<0.01%13F-HRTimeline
National Pension Service497$25.1K<0.01%new13F-HRTimeline
Farther Finance Advisors, LLC448$22.6K<0.01%-8113F-HRTimeline
TD PRIVATE CLIENT WEALTH LLC446$22.5K<0.01%+20113F-HRTimeline
ACADIAN ASSET MANAGEMENT LLCin group ACADIAN ASSET MANAGEMENT LLC455$22K<0.01%-29813F-HRTimelineGroup
Castleview Partners, LLC432$21.9K0.01%013F-HR/ATimeline
Capital Advisors, Ltd. LLC390$20K<0.01%013F-HRTimeline
Parallel Advisors, LLC391$19.7K<0.01%+13613F-HRTimeline
Caitong International Asset Management …375$18.9K0.02%13F-HR/ATimeline
BESSEMER GROUP INCin group BESSEMER GROUP INC350$18K<0.01%-63813F-HRTimelineGroup
First Horizon Advisors, Inc.351$17.7K<0.01%-613F-HRTimeline
HUNTINGTON NATIONAL BANKin group HUNTINGTON NATIONAL BANK348$17.6K<0.01%+813F-HRTimelineGroup
PRIVATE TRUST CO NA315$15.9K<0.01%013F-HRTimeline
Covestor Ltd303$15K0.01%+2213F-HRTimeline
TSFG, LLC300$15K<0.01%013F-HRTimeline
NBT BANK, N.A.in group NBT BANK, N.A.266$13.4K<0.01%013F-HRTimelineGroup
SIGNATUREFD, LLC262$13.2K<0.01%013F-HRTimeline
ATTICUS WEALTH MANAGEMENT, LLC250$12.6K<0.01%013F-HRTimeline
EVERMAY WEALTH MANAGEMENT LLC248$12.5K<0.01%013F-HRTimeline
MassMutual Private Wealth & Trust, FSB246$12.4K<0.01%+11913F-HRTimeline
Farmers & Merchants Trust Co of Chamber…238$12K<0.01%013F-HRTimeline
Glen Eagle Advisors, LLC200$10.1K<0.01%013F-HRTimeline
Berbice Capital Management LLC200$10.1K0.01%13F-HRTimeline
Allworth Financial LP165$9.34K<0.01%+11613F-HRTimeline
Annis Gardner Whiting Capital Advisors,…177$8.94K<0.01%013F-HRTimeline
Bruce G. Allen Investments, LLC169$8.53K0.01%-1013F-HRTimeline
JFS WEALTH ADVISORS, LLC172$8.16K<0.01%+7613F-HRTimeline
Hemington Wealth Management165$8K<0.01%+6913F-HRTimeline
Fortitude Family Office, LLC140$7.07K<0.01%013F-HRTimeline
Parkside Financial Bank & Trust135$6.82K<0.01%+1213F-HRTimeline
Beaird Harris Wealth Management, LLC131$6.62K<0.01%013F-HRTimeline
Bell Investment Advisors, Inc129$6.51K<0.01%-3413F-HRTimeline
HARBOUR INVESTMENTS, INC.126$6.36K<0.01%+1913F-HRTimeline
Blue Trust, Inc.125$6.31K<0.01%-1,78413F-HR/ATimeline
Key Financial Inc112$5.67K<0.01%013F-HRTimeline
Modus Advisors, LLC108$5.45K<0.01%new13F-HRTimeline
Private Wealth Management Group, LLC108$5.45K<0.01%013F-HRTimeline
BOKF, NAin group BOKF, NA96$4.83K<0.01%-4013F-HRTimelineGroup
FARMERS & MERCHANTS INVESTMENTS INCin group FARMERS & MERCHANTS INVESTMEN…80$4.04K<0.01%013F-HRTimelineGroup
Sugarloaf Wealth Management, LLC79$3.99K<0.01%new13F-HRTimeline
Geneos Wealth Management Inc.76$3.84K<0.01%013F-HRTimeline
OLIVER LAGORE VANVALIN INVESTMENT GROUP65$3.29K<0.01%013F-HRTimeline
Decker Retirement Planning Inc.56$2.83K<0.01%13F-HRTimeline
Raleigh Capital Management Inc.55$2.78K<0.01%013F-HRTimeline
Nemes Rush Group LLC48$2.42K<0.01%new13F-HRTimeline
Cullen/Frost Bankers, Inc.in group Cullen/Frost Bankers, Inc.42$2.12K<0.01%-1913F-HRTimelineGroup
SJS Investment Consulting Inc.42$2.12K<0.01%-113F-HRTimeline
Avion Wealth44$2K<0.01%+613F-HRTimeline
DiNuzzo Private Wealth, Inc.38$1.92K<0.01%+613F-HRTimeline
Colonial Trust Advisorsgroup of 2 filers holding38$1.92K-214Timeline
FOSTER DYKEMA CABOT & PARTNERS, LLC36$1.82K<0.01%-3613F-HRTimeline
Continuum Advisory, LLC32$1.62K<0.01%-313F-HRTimeline
Cassady Schiller Wealth Management, LLC28$1.41K<0.01%new13F-HRTimeline
IFS Advisors, LLC23$1.16K<0.01%+113F-HRTimeline
GeoWealth Management, LLC21$1.06K<0.01%013F-HRTimeline
Valued Wealth Advisors LLC14$707<0.01%013F-HRTimeline
Global Financial Private Client, LLC13$656<0.01%new13F-HRTimeline
Whipplewood Advisors, LLC11$555<0.01%13F-HRTimeline
MATHER GROUP, LLC.10$505<0.01%013F-HRTimeline
WealthTrak Capital Management LLC10$505<0.01%13F-HRTimeline
CoreCap Advisors, LLC9$454<0.01%013F-HRTimeline
WPG Advisers, LLC9$454<0.01%13F-HRTimeline
SALEM INVESTMENT COUNSELORS INC8$404<0.01%new13F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
New Millennium Group LLC7$353<0.01%new13F-HRTimeline
Moisand Fitzgerald Tamayo, LLC121$332<0.01%013F-HRTimeline
NewSquare Capital LLC6$303<0.01%new13F-HRTimeline
Kohmann Bosshard Financial Services, LLC6$303<0.01%new13F-HRTimeline
Parkworth Wealth Management, Inc.5$252<0.01%13F-HRTimeline
BIRCHBROOK, INC.53$146<0.01%013F-HRTimeline
Crewe Advisors LLC2$101<0.01%013F-HRTimeline
Cape Investment Advisory, Inc.2$101<0.01%new13F-HRTimeline
Principia Wealth Advisory, LLC2$101<0.01%13F-HRTimeline
Activest Wealth Management1$50<0.01%new13F-HRTimeline