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Disclosery

CG CARLYLE GROUP INC

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Stock (common), issuer CIK 1527166

561 managers (576 13F filers) reported a position in CG shares at 2025-06-30, 229,862,862 shares in all. 85 filers opened a position and 39 filers sold out during the quarter.

Managers
561
13F filers
576
New
85
Added
237
Reduced
178
Sold out
39
Shares held by filers
229,862,862

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 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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
Investment Partners Asset Management, I…4,528$233K0.16%new13F-HRTimeline
Herold Advisors, Inc.4,500$231K0.05%new13F-HRTimeline
SCHRODER INVESTMENT MANAGEMENT GROUP4,486$231K<0.01%-13,27113F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…4,458$229K0.02%new13F-HRTimeline
EntryPoint Capital, LLC4,452$229K0.11%new13F-HRTimeline
REGATTA CAPITAL GROUP, LLC4,431$228K0.04%-71313F-HRTimeline
Integrated Wealth Concepts LLC4,419$227K<0.01%-1,15413F-HRTimeline
Cornerstone Select Advisors, LLC4,415$227K0.2%new13F-HRTimeline
BARRETT & COMPANY, INC.4,406$226K0.08%013F-HRTimeline
Snowden Capital Advisors LLC4,403$226K0.01%new13F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…4,361$224K0.01%-7,17013F-HRTimelineGroup
Bank Pictet & Cie (Europe) AG4,250$218K<0.01%new13F-HRTimeline
Merit Financial Group, LLC4,246$218K<0.01%new13F-HRTimeline
Mirador Capital Partners LP4,243$218K0.04%new13F-HRTimeline
Tranquility Partners, LLC4,242$218K0.08%new13F-HRTimeline
Absolute Gestao de Investimentos Ltda.4,235$218K0.07%new13F-HRTimeline
Federation des caisses Desjardins du Qu…4,163$214K<0.01%+3,12313F-HRTimeline
Whetstone Capital Advisors, LLC4,093$210K0.06%new13F-HRTimeline
Revisor Wealth Management LLC3,528$206K0.07%new13F-HRTimeline
THURSTON, SPRINGER, MILLER, HERD & TITA…4,008$206K0.03%013F-HRTimeline
Breed's Hill Capital LLC4,000$206K0.1%new13F-HRTimeline
UniSuper Management Pty Ltd4,000$206K<0.01%new13F-HRTimeline
GUGGENHEIM CAPITAL LLCin group GUGGENHEIM CAPITAL LLC3,969$204K<0.01%new13F-HRTimelineGroup
Baltimore-Washington Financial Advisors…3,949$203K0.01%new13F-HRTimeline
FJ Capital Management LLC3,946$203K0.02%new13F-HRTimeline
National Pension Service3,828$197K<0.01%+2,95913F-HRTimeline
Brooklyn Investment Group3,825$197K0.03%+2,76313F-HR/ATimeline
UMB Bank, n.a.3,792$195K<0.01%+34713F-HR/ATimeline
CI INVESTMENTS INC.in group CI INVESTMENTS INC.3,698$190K<0.01%-97913F-HRTimelineGroup
Western Pacific Wealth Management, LP3,356$172K0.17%+913F-HRTimeline
Larson Financial Group LLC3,287$169K0.01%+89113F-HRTimeline
Siemens Fonds Invest GmbH3,155$162K0.01%+64113F-HRTimeline
Leonteq Securities AG3,146$162K0.01%-52713F-HRTimeline
Amica Retiree Medical Trust3,086$159K0.23%-45613F-HRTimeline
Towne Trust Company, N.A3,000$154K0.05%013F-HR/ATimeline
North Capital, Inc.2,843$146K0.13%013F-HRTimeline
Atlantic Union Bankshares Corpin group Atlantic Union Bankshares Corp2,562$130K<0.01%new13F-HRTimelineGroup
Oslo Pensjonsforsikring AS2,460$126K0.02%+74513F-HRTimeline
BESSEMER GROUP INCin group BESSEMER GROUP INC2,381$122K<0.01%+1,16413F-HRTimelineGroup
Tower View Wealth Management LLC2,231$115K0.06%+1713F-HRTimeline
CENTRAL TRUST Co2,120$109K<0.01%013F-HRTimeline
Ramirez Asset Management, Inc.2,100$108K0.02%-20013F-HRTimeline
BNP PARIBAS ASSET MANAGEMENT Holding S.…in group BNP PARIBAS ASSET MANAGEMENT …2,045$105K<0.01%new13F-HRTimelineGroup
Sunbelt Securities, Inc.2,000$101K0.01%013F-HRTimeline
AlphaQuest LLC1,937$99.6K0.01%+43313F-HRTimeline
OPTIMUM INVESTMENT ADVISORS1,800$92.5K0.04%-40013F-HRTimeline
HUNTINGTON NATIONAL BANKin group HUNTINGTON NATIONAL BANK1,787$91.9K<0.01%+6513F-HRTimelineGroup
HANTZ FINANCIAL SERVICES, INC.1,703$88K<0.01%+1,63913F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Livforsakringsbolaget Skandia, Omsesidi…1,700$87.4K<0.01%013F-HR/ATimeline
Iron Horse Wealth Management, LLC1,664$85.5K0.03%new13F-HRTimeline
Bogart Wealth, LLC1,560$80.2K<0.01%+1313F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…1,554$79.9K<0.01%+37613F-HRTimelineGroup
VALLEY NATIONAL ADVISERS INC1,520$78K0.01%+36313F-HRTimeline
IFP Advisors, Inc680$77.9K<0.01%-44713F-HRTimeline
Gold Investment Management Ltd.1,382$73K0.03%013F-HRTimeline
OSTRUM ASSET MANAGEMENT1,400$72K<0.01%-4113F-HRTimeline
Wilmington Savings Fund Society, FSB1,331$68.4K<0.01%-26013F-HRTimeline
ROTHSCHILD INVESTMENT LLC1,255$64.5K<0.01%+2513F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.1,200$61.7K<0.01%-67713F-HRTimelineGroup
Farther Finance Advisors, LLC1,150$59.1K<0.01%+17713F-HRTimeline
Retirement Wealth Solutions LLC1,117$57.4K0.04%+8813F-HRTimeline
Delos Wealth Advisors, LLC1,003$51.6K0.04%new13F-HRTimeline
BARTLETT & CO. WEALTH MANAGEMENT LLC1,001$51.4K<0.01%013F-HRTimeline
LRI Investments, LLC897$46.1K<0.01%new13F-HRTimeline
BOK Financial Private Wealth, Inc.882$45.3K<0.01%-41813F-HRTimeline
CVA Family Office, LLC865$44.5K0.01%-1713F-HRTimeline
Optiver Holding B.V.in group Optiver Holding B.V.799$41.1K<0.01%new13F-HRTimelineGroup
NewSquare Capital LLC667$34.3K<0.01%-20613F-HRTimeline
Geneos Wealth Management Inc.665$34.2K<0.01%+1513F-HRTimeline
RAFFA WEALTH MANAGEMENT, LLC653$33.6K0.01%new13F-HRTimeline
PRIVATE TRUST CO NA590$30.3K<0.01%-4613F-HRTimeline
Essential Partners LLC590$30.3K0.01%13F-HRTimeline
MassMutual Private Wealth & Trust, FSB582$29.9K<0.01%+9613F-HRTimeline
Cornerstone Planning Group LLC487$29.3K0.01%-4613F-HRTimeline
Main Street Group, LTD568$29.2K0.01%013F-HRTimeline
Smartleaf Asset Management LLC512$26.2K<0.01%-64613F-HRTimeline
Global Retirement Partners, LLC502$25.8K<0.01%13F-HRTimeline
Golden State Wealth Management, LLC500$25.7K<0.01%013F-HRTimeline
WFA of San Diego, LLC500$25.7K0.02%13F-HRTimeline
Allworth Financial LP498$25.6K<0.01%+29913F-HRTimeline
Arax Advisory Partners454$23.4K<0.01%-14613F-HRTimeline
NISA INVESTMENT ADVISORS, LLC441$22.7K<0.01%+28113F-HRTimeline
Rise Advisors, LLC439$22.6K0.01%013F-HRTimeline
Global X Japan Co., Ltd.426$21.9K<0.01%-16513F-HRTimeline
Capital Advisors, Ltd. LLC399$21K<0.01%+913F-HRTimeline
Parallel Advisors, LLC393$20.2K<0.01%+713F-HRTimeline
First Horizon Advisors, Inc.385$19.8K<0.01%+6813F-HRTimeline
TWIN PEAKS WEALTH ADVISORS, LLC292$18.9K0.01%new13F-HRTimeline
Covestor Ltd337$17K0.01%+3113F-HRTimeline
PROATHLETE WEALTH MANAGEMENT LLC297$15.3K<0.01%013F-HRTimeline
TSFG, LLC300$15K<0.01%013F-HRTimeline
Fortitude Family Office, LLC277$14.2K<0.01%+13713F-HRTimeline
NBT BANK, N.A.in group NBT BANK, N.A.266$13.7K<0.01%013F-HRTimelineGroup
SIGNATUREFD, LLC262$13.5K<0.01%-3313F-HRTimeline
Hemington Wealth Management272$13K<0.01%+5913F-HRTimeline
Clearstead Trust, LLC250$12.8K<0.01%new13F-HRTimeline
ATTICUS WEALTH MANAGEMENT, LLC250$12.8K<0.01%013F-HRTimeline
MAI Capital Management249$12.8K<0.01%-59813F-HRTimeline
Darwin Wealth Management, LLC239$12.3K<0.01%new13F-HRTimeline
ACADIAN ASSET MANAGEMENT LLCin group ACADIAN ASSET MANAGEMENT LLC237$12K<0.01%-21813F-HRTimelineGroup
Clark Wealth Partners226$11.6K0.01%-36913F-HRTimeline
Binnacle Investments Inc211$10.8K0.01%+713F-HRTimeline
HARBOUR INVESTMENTS, INC.203$10.4K<0.01%+4213F-HRTimeline
Glen Eagle Advisors, LLC200$10.3K<0.01%013F-HRTimeline
Berbice Capital Management LLC200$10.3K0.01%013F-HRTimeline
AdvisorNet Financial, Inc199$10.2K<0.01%-2013F-HRTimeline
Riggs Asset Managment Co. Inc.182$9.36K<0.01%-2,73913F-HRTimeline
Colonial Trust Co / SCin group Colonial Trust Advisors171$8.79K<0.01%+3313F-HRTimelineGroup
FARMERS & MERCHANTS INVESTMENTS INCin group FARMERS & MERCHANTS INVESTMEN…170$8.74K<0.01%+2113F-HRTimelineGroup
Bell Investment Advisors, Inc170$8.74K<0.01%+4113F-HRTimeline
Blue Trust, Inc.125$6.42K<0.01%013F-HRTimeline
Bruce G. Allen Investments, LLC120$6.17K<0.01%-7513F-HRTimeline
JFS WEALTH ADVISORS, LLC116$5.41K<0.01%-6813F-HRTimeline
Parkside Financial Bank & Trust105$5.4K<0.01%-2113F-HRTimeline
Marshall & Sterling Wealth Advisors Inc.104$5.35K<0.01%-1313F-HRTimeline
VISION FINANCIAL MARKETS LLC102$5.22K<0.01%+113F-HRTimeline
OSSIAM90$4.63K<0.01%-2,78013F-HRTimeline
SouthState Bank Corpin group SouthState Bank Corp79$4.06K<0.01%+1313F-HRTimelineGroup
ELEVATION POINT WEALTH PARTNERS, LLC65$3.34K<0.01%new13F-HR/ATimeline
Avion Wealth60$3K<0.01%+1613F-HR/ATimeline
OLIVER LAGORE VANVALIN INVESTMENT GROUP66$2.86K<0.01%13F-HRTimeline
Cullen/Frost Bankers, Inc.in group Cullen/Frost Bankers, Inc.55$2.81K<0.01%+3613F-HRTimelineGroup
Private Wealth Management Group, LLC54$2.78K<0.01%-5413F-HRTimeline
DiNuzzo Private Wealth, Inc.45$2.31K<0.01%+613F-HRTimeline
True Wealth Design, LLC44$2.26K<0.01%+3413F-HRTimeline
S&T Bank/PA41$2.11K<0.01%-2213F-HRTimeline
FOSTER DYKEMA CABOT & PARTNERS, LLC36$1.85K<0.01%013F-HRTimeline
Annis Gardner Whiting Capital Advisors,…35$1.8K<0.01%new13F-HRTimeline
WPG Advisers, LLC35$1.8K<0.01%-3613F-HRTimeline
Hughes Financial Services, LLC28$1.76K<0.01%-2013F-HRTimeline
Trifecta Capital Advisors, LLC34$1.75K<0.01%new13F-HRTimeline
Principia Wealth Advisory, LLC34$1.75K<0.01%+1913F-HRTimeline
Versant Capital Management, Inc31$1.59K<0.01%new13F-HRTimeline
Rialto Wealth Management, LLC25$1.28K<0.01%-2113F-HRTimeline
IFS Advisors, LLC23$1.2K<0.01%013F-HRTimeline
SJS Investment Consulting Inc.23$1.18K<0.01%-1413F-HRTimeline
Kilter Group LLC21$1.09K<0.01%new13F-HRTimeline
TOBAM24$1K<0.01%013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Cromwell Holdings LLC18$925<0.01%013F-HRTimeline
Parkworth Wealth Management, Inc.15$771<0.01%+1013F-HRTimeline
WealthTrak Capital Management LLC15$771<0.01%-2013F-HRTimeline
Valued Wealth Advisors LLC14$720<0.01%013F-HRTimeline
HFM Investment Advisors, LLC14$720<0.01%+613F-HRTimeline
Bay Harbor Wealth Management, LLC13$668<0.01%+813F-HRTimeline
American Capital Advisory, LLC11$566<0.01%new13F-HRTimeline
TOTAL INVESTMENT MANAGEMENT INC11$565<0.01%new13F-HRTimeline
Whipplewood Advisors, LLC11$565<0.01%-56113F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV10$514<0.01%new13F-HRTimeline
Financial Management Professionals, Inc.7$360<0.01%new13F-HRTimeline
Quaker Wealth Management, LLC7$360<0.01%new13F-HRTimeline
Pacer Advisors, Inc.6$308<0.01%-13,30813F-HRTimeline
GPS Wealth Strategies Group, LLC6$308<0.01%+513F-HRTimeline
Tortoise Investment Management, LLC5$257<0.01%new13F-HRTimeline
MV CAPITAL MANAGEMENT, INC.4$206<0.01%new13F-HRTimeline
CoreCap Advisors, LLC3$154<0.01%-2713F-HRTimeline
Moisand Fitzgerald Tamayo, LLC121$148<0.01%013F-HRTimeline
Crewe Advisors LLC2$103<0.01%013F-HRTimeline
BIRCHBROOK, INC.53$65<0.01%013F-HRTimeline
Stephens Consulting, LLC1$52<0.01%new13F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.
Activest Wealth Management0$00%-313F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.