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Disclosery

CG CARLYLE GROUP INC

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Stock (common), issuer CIK 1527166

516 managers (529 13F filers) reported a position in CG shares at 2025-03-31, 226,218,709 shares in all. 49 filers opened a position and 82 filers sold out during the quarter.

Managers
516
13F filers
529
New
49
Added
222
Reduced
163
Sold out
82
Shares held by filers
226,218,709

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 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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
Siemens Fonds Invest GmbH2,514$110K0.01%new13F-HRTimeline
Larson Financial Group LLC2,396$104K<0.01%+12213F-HRTimeline
COLDSTREAM CAPITAL MANAGEMENT INC2,308$101K<0.01%new13F-HRTimeline
Ramirez Asset Management, Inc.2,300$100K0.02%-50013F-HRTimeline
Tower View Wealth Management LLC2,214$96.5K0.06%+1613F-HRTimeline
OPTIMUM INVESTMENT ADVISORS2,200$95.9K0.05%new13F-HRTimeline
CENTRAL TRUST Co2,120$92.4K<0.01%+20013F-HRTimeline
Sunbelt Securities, Inc.2,000$87.2K0.01%013F-HRTimeline
HUNTINGTON NATIONAL BANKin group HUNTINGTON NATIONAL BANK1,722$75.1K<0.01%+1,37413F-HRTimelineGroup
Oslo Pensjonsforsikring AS1,715$74.8K0.01%new13F-HRTimeline
Livforsakringsbolaget Skandia, Omsesidi…1,700$74.1K<0.01%013F-HRTimeline
Wilmington Savings Fund Society, FSB1,591$69.4K<0.01%+69013F-HRTimeline
Bogart Wealth, LLC1,547$67.4K<0.01%+113F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.1,877$66.5K<0.01%+2713F-HRTimelineGroup
AlphaQuest LLC1,504$65.6K0.01%-2,41213F-HRTimeline
OSTRUM ASSET MANAGEMENT1,441$62.8K<0.01%-6713F-HRTimeline
Gold Investment Management Ltd.1,382$60.2K0.03%013F-HRTimeline
BOK Financial Private Wealth, Inc.1,300$56.7K<0.01%013F-HRTimeline
Geneos Wealth Management Inc.650$55.6K<0.01%+57413F-HRTimelineAmount filed as zero, left out of ratios.
ROTHSCHILD INVESTMENT LLC1,230$53.6K<0.01%-1013F-HRTimeline
BESSEMER GROUP INCin group BESSEMER GROUP INC1,217$53K<0.01%+86713F-HRTimelineGroup
Compass Wealth Management LLC1,215$53K0.01%013F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…1,178$51.3K<0.01%+11513F-HRTimelineGroup
VALLEY NATIONAL ADVISERS INC1,157$50K0.01%+61113F-HRTimeline
Smartleaf Asset Management LLC1,158$50K<0.01%-7113F-HRTimeline
IFP Advisors, Inc1,127$49.1K<0.01%-20213F-HRTimeline
Hexagon Capital Partners LLC1,095$47.7K0.01%+1613F-HRTimeline
Brooklyn Investment Group1,062$46.3K0.01%+23613F-HRTimeline
Federation des caisses Desjardins du Qu…1,040$45.3K<0.01%+53913F-HRTimeline
Retirement Wealth Solutions LLC1,029$44.9K0.04%-10613F-HRTimeline
BARTLETT & CO. WEALTH MANAGEMENT LLC1,001$43.6K<0.01%013F-HRTimeline
Farther Finance Advisors, LLC973$43.1K<0.01%+52513F-HRTimeline
Johnson Financial Group, Inc.in group Johnson Financial Group, Inc.951$41.5K<0.01%013F-HRTimelineGroup
CVA Family Office, LLC882$38.4K0.01%+1713F-HRTimeline
NewSquare Capital LLC873$38.1K<0.01%+86713F-HRTimeline
National Pension Service869$37.9K<0.01%+37213F-HRTimeline
MAI Capital Management847$36.9K<0.01%+113F-HRTimeline
PRIVATE TRUST CO NA636$27.7K<0.01%+32113F-HRTimeline
Arax Advisory Partners600$26.2K<0.01%new13F-HRTimeline
Clark Wealth Partners595$25.9K0.02%013F-HRTimeline
Global X Japan Co., Ltd.591$25.8K<0.01%+2213F-HRTimeline
Main Street Group, LTD568$24.8K0.01%013F-HRTimeline
Golden State Wealth Management, LLC500$21.8K<0.01%013F-HR/ATimeline
MassMutual Private Wealth & Trust, FSB486$21.2K<0.01%+24013F-HRTimeline
Cornerstone Planning Group LLC533$19.5K<0.01%+6513F-HRTimeline
Rise Advisors, LLC439$19.1K0.01%new13F-HRTimeline
ACADIAN ASSET MANAGEMENT LLCin group ACADIAN ASSET MANAGEMENT LLC455$19K<0.01%013F-HRTimelineGroup
Capital Advisors, Ltd. LLC390$17K<0.01%013F-HRTimeline
Parallel Advisors, LLC386$16.8K<0.01%-513F-HRTimeline
Wayfinding Financial, LLC342$14K0.01%new13F-HRTimeline
First Horizon Advisors, Inc.317$13.8K<0.01%-3413F-HRTimeline
Covestor Ltd306$13K0.01%+313F-HRTimeline
TSFG, LLC300$13K<0.01%013F-HRTimeline
PROATHLETE WEALTH MANAGEMENT LLC297$12.9K<0.01%new13F-HRTimeline
SIGNATUREFD, LLC295$12.9K<0.01%+3313F-HRTimeline
NBT BANK, N.A.in group NBT BANK, N.A.266$11.6K<0.01%013F-HRTimelineGroup
ATTICUS WEALTH MANAGEMENT, LLC250$10.9K<0.01%013F-HRTimeline
Farmers & Merchants Trust Co of Chamber…238$10K<0.01%013F-HRTimeline
AdvisorNet Financial, Inc219$9.55K<0.01%-32413F-HRTimeline
Hemington Wealth Management213$9K<0.01%+4813F-HRTimeline
Binnacle Investments Inc204$8.89K0.01%13F-HRTimeline
Glen Eagle Advisors, LLC200$8.72K<0.01%013F-HRTimeline
Berbice Capital Management LLC200$8.72K0.01%013F-HRTimeline
Bruce G. Allen Investments, LLC195$8.5K0.01%+2613F-HRTimeline
Allworth Financial LP199$7.71K<0.01%+3413F-HRTimeline
JFS WEALTH ADVISORS, LLC184$7.55K<0.01%+1213F-HRTimeline
HARBOUR INVESTMENTS, INC.161$7.02K<0.01%+3513F-HRTimeline
NISA INVESTMENT ADVISORS, LLC160$6.97K<0.01%-40513F-HRTimeline
FARMERS & MERCHANTS INVESTMENTS INCin group FARMERS & MERCHANTS INVESTMEN…149$6.5K<0.01%+6913F-HRTimelineGroup
Fortitude Family Office, LLC140$6.1K<0.01%013F-HRTimeline
Colonial Trust Co / SCin group Colonial Trust Advisors138$6.01K<0.01%+10013F-HRTimelineGroup
Bell Investment Advisors, Inc129$5.62K<0.01%013F-HRTimeline
Parkside Financial Bank & Trust126$5.49K<0.01%-913F-HRTimeline
QUADRANT CAPITAL GROUP LLC125$5.45K<0.01%-54813F-HRTimeline
Blue Trust, Inc.125$5.45K<0.01%013F-HRTimeline
Marshall & Sterling Wealth Advisors Inc.117$5.1K<0.01%new13F-HRTimeline
Key Financial Inc112$4.89K<0.01%013F-HRTimeline
Private Wealth Management Group, LLC108$4.71K<0.01%013F-HRTimeline
VISION FINANCIAL MARKETS LLC101$4.39K<0.01%new13F-HRTimeline
Saudi Central Bank91$3.97K0.02%new13F-HRTimeline
Beacon Capital Management, LLC91$3.97K<0.01%new13F-HRTimeline
WPG Advisers, LLC71$3.1K<0.01%+6213F-HRTimeline
HANTZ FINANCIAL SERVICES, INC.64$3K<0.01%new13F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
SouthState Bank Corpin group SouthState Bank Corp66$2.88K<0.01%new13F-HRTimelineGroup
S&T Bank/PA63$2.75K<0.01%new13F-HRTimeline
Hughes Financial Services, LLC48$2.12K<0.01%new13F-HRTimeline
BOKF, NAin group BOKF, NA48$2.09K<0.01%-4813F-HRTimelineGroup
Rialto Wealth Management, LLC46$2.01K<0.01%new13F-HRTimeline
Global Financial Private Client, LLC46$2K<0.01%+3313F-HRTimeline
Avion Wealth44$2K<0.01%013F-HRTimeline
DiNuzzo Private Wealth, Inc.39$1.7K<0.01%+113F-HRTimeline
SJS Investment Consulting Inc.37$1.61K<0.01%-513F-HRTimeline
FOSTER DYKEMA CABOT & PARTNERS, LLC36$1.57K<0.01%013F-HRTimeline
WealthTrak Capital Management LLC35$1.53K<0.01%+2513F-HRTimeline
SVB WEALTH LLC30$1.31K<0.01%new13F-HRTimeline
CoreCap Advisors, LLC30$1.31K<0.01%+2113F-HRTimeline
IFS Advisors, LLC23$1.01K<0.01%013F-HRTimeline
TOBAM24$1K<0.01%new13F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Cullen/Frost Bankers, Inc.in group Cullen/Frost Bankers, Inc.19$834<0.01%-2313F-HRTimelineGroup
Cromwell Holdings LLC18$785<0.01%new13F-HRTimeline
Valued Wealth Advisors LLC14$611<0.01%013F-HRTimeline
Principia Wealth Advisory, LLC15$593<0.01%+1313F-HRTimeline
Whipplewood Advisors, LLC572$479<0.01%+56113F-HRTimeline
MATHER GROUP, LLC.10$436<0.01%013F-HRTimeline
True Wealth Design, LLC10$436<0.01%new13F-HRTimeline
SALEM INVESTMENT COUNSELORS INC8$349<0.01%013F-HRTimeline
HFM Investment Advisors, LLC8$349<0.01%13F-HRTimeline
Parkworth Wealth Management, Inc.5$218<0.01%013F-HRTimeline
Bay Harbor Wealth Management, LLC5$217<0.01%new13F-HRTimeline
Activest Wealth Management3$131<0.01%+213F-HRTimeline
Moisand Fitzgerald Tamayo, LLC121$111<0.01%013F-HRTimeline
Crewe Advisors LLC2$88<0.01%013F-HRTimeline
Cape Investment Advisory, Inc.2$87<0.01%013F-HRTimeline
BIRCHBROOK, INC.53$49<0.01%013F-HRTimeline
GPS Wealth Strategies Group, LLC1$44<0.01%new13F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0-1,22713F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.