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Disclosery

CG CARLYLE GROUP INC

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Stock (common), issuer CIK 1527166

624 managers (639 13F filers) reported a position in CG shares at 2025-09-30, 227,740,197 shares in all. 110 filers opened a position and 46 filers sold out during the quarter.

Managers
624
13F filers
639
New
110
Added
221
Reduced
191
Sold out
46
Shares held by filers
227,740,197

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, Q3 2025

Filers in the available 13F reports with a share position at 2025-09-30, 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
HighPoint Advisor Group LLC5,951$373K0.02%new13F-HRTimeline
Pictet North America Advisors SA5,950$373K0.03%013F-HRTimeline
PROFUND ADVISORS LLC5,909$370K0.01%+1,38113F-HRTimeline
EDMOND DE ROTHSCHILD HOLDING S.A.in group EDMOND DE ROTHSCHILD HOLDING …5,850$367K0.01%-7,09113F-HRTimelineGroup
Tidal Investments LLCin group Tidal Investments LLC5,849$367K<0.01%new13F-HRTimelineGroup
CARY STREET PARTNERS ASSET MANAGEMENT L…group of 2 filers holding5,834$366K+100Timeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.5,829$365K<0.01%new13F-HRTimelineGroup
D. E. Shaw & Co., Inc.in group D. E. Shaw & Co., Inc.5,822$365K<0.01%new13F-HRTimelineGroup
MJP ASSOCIATES INC /ADV5,814$365K0.05%-5013F-HRTimeline
Westbourne Investment Advisors, Inc.5,800$364K0.1%-30013F-HRTimeline
Jaffetilchin Investment Partners, LLC5,696$357K0.02%+6513F-HRTimeline
Prentice Wealth Management LLC5,673$356K0.09%+5713F-HRTimeline
NorthRock Partners, LLC5,634$353K0.01%new13F-HRTimeline
Volterra Technologies LP5,528$347K0.23%new13F-HRTimeline
Hamilton Capital Partners Inc.5,429$340K0.01%-41613F-HRTimeline
Cassaday & Co Wealth Management LLC5,363$336K0.01%013F-HRTimeline
Tranquility Partners, LLC5,221$327K0.11%+97913F-HRTimeline
MISSION WEALTH MANAGEMENT, LP5,145$323K0.01%+913F-HRTimeline
KRS Capital Management, LLC5,120$321K0.19%013F-HRTimeline
HARBOR INVESTMENT ADVISORY, LLC5,000$314K0.03%013F-HRTimeline
COMMERCE BANKin group COMMERCE BANK4,949$310K<0.01%new13F-HRTimelineGroup
BFSG, LLC4,915$308K0.03%-2,43013F-HRTimeline
Dynamic Advisor Solutions LLC4,817$302K0.01%-50313F-HRTimeline
Stelac Advisory Services LLC4,686$294K0.1%013F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management4,649$291K0.01%-81113F-HRTimelineGroup
Center For Asset Management LLC4,586$288K0.15%-44713F-HRTimeline
Vestcor Inc4,543$285K0.01%013F-HRTimeline
Investment Partners Asset Management, I…4,528$284K0.19%013F-HRTimeline
Rafferty Asset Management, LLC4,500$282K<0.01%new13F-HRTimeline
Herold Advisors, Inc.4,500$282K0.07%013F-HRTimeline
REGATTA CAPITAL GROUP, LLC4,431$278K0.04%013F-HRTimeline
Stamos Capital Partners, L.P.4,425$277K0.05%-10,28213F-HRTimeline
Cornerstone Select Advisors, LLC4,415$277K0.2%013F-HRTimeline
Edgemoor Investment Advisors, Inc.4,414$277K0.02%new13F-HRTimeline
PMG Family Office LLC4,409$276K0.31%13F-HRTimeline
BARRETT & COMPANY, INC.4,406$276K0.09%013F-HRTimeline
Allspring Global Investments Holdings, …in group Allspring Global Investments …4,512$274K<0.01%+4713F-HRTimelineGroup
Glenmede Investment Management, LP4,285$269K<0.01%new13F-HRTimeline
Bank Pictet & Cie (Europe) AG4,250$266K0.01%013F-HRTimeline
Compound Planning, Inc.4,154$260K0.01%new13F-HRTimeline
Mirador Capital Partners LP4,123$258K0.04%-12013F-HRTimeline
American Trust4,111$258K0.02%-45313F-HRTimeline
FORA Capital, LLC4,077$256K0.05%new13F-HRTimeline
BNP PARIBAS ASSET MANAGEMENT Holding S.…in group BNP PARIBAS ASSET MANAGEMENT …4,005$251K<0.01%+1,96013F-HRTimelineGroup
UniSuper Management Pty Ltd4,000$251K<0.01%013F-HRTimeline
Monument Capital Management3,974$249K0.06%new13F-HRTimeline
Cresset Asset Management, LLC3,923$246K<0.01%new13F-HR/ATimeline
Vise Technologies, Inc.3,874$243K0.01%new13F-HRTimeline
Crossmark Global Holdings, Inc.3,837$241K<0.01%new13F-HRTimeline
AVALON CAPITAL MANAGEMENT3,805$239K0.06%new13F-HRTimeline
SAGESPRING WEALTH PARTNERS, LLC3,799$238K<0.01%new13F-HRTimeline
UMB Bank, n.a.3,784$237K<0.01%-813F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…3,762$236K<0.01%new13F-HRTimelineGroup
INTERNATIONAL ASSETS INVESTMENT MANAGEM…4,458$235K0.02%013F-HRTimeline
Sowell Financial Services LLC3,726$234K0.01%new13F-HRTimeline
SPC Financial, Inc.3,718$233K0.02%new13F-HRTimeline
Atlantic Union Bankshares Corpin group Atlantic Union Bankshares Corp3,746$231K<0.01%+1,18413F-HRTimelineGroup
Carnegie Lake Advisors LLC3,665$230K0.09%new13F-HRTimeline
SIG BROKERAGE, LP3,656$229K0.06%new13F-HRTimeline
Callan Family Office, LLC3,604$226K0.01%new13F-HRTimeline
Capital Investment Counsel, Inc3,600$226K0.03%new13F-HRTimeline
CHOREO, LLC3,591$225K<0.01%new13F-HRTimeline
Vinva Investment Management Ltd3,469$225K<0.01%new13F-HRTimeline
Private Wealth Partners, LLC3,500$219K0.02%new13F-HRTimeline
Larson Financial Group LLC3,483$218K0.01%+19613F-HRTimeline
GW HENSSLER & ASSOCIATES LTD3,456$217K0.01%new13F-HRTimeline
STOCK YARDS BANK & TRUST CO3,425$215K0.01%new13F-HRTimeline
Merit Financial Group, LLC3,395$213K<0.01%-85113F-HR/ATimeline
Whetstone Capital Advisors, LLC3,379$212K0.06%-71413F-HRTimeline
Brown Miller Wealth Management, LLC3,377$212K0.06%new13F-HRTimeline
Western Pacific Wealth Management, LP3,356$210K0.21%013F-HRTimeline
Guardian Financial Partners, LLC3,323$208K0.09%new13F-HRTimeline
WELLINGTON MANAGEMENT GROUP LLPin group WELLINGTON MANAGEMENT GROUP L…3,303$207K<0.01%new13F-HRTimelineGroup
Beckerman Institutional, LLC3,291$206K0.12%new13F-HRTimeline
Fortress Financial Solutions, LLC3,285$206K0.22%new13F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC3,252$204K<0.01%new13F-HRTimelineGroup
Longboard Asset Management, LP3,250$204K0.33%new13F-HRTimeline
GTS SECURITIES LLC3,230$203K0.01%new13F-HRTimeline
Lafayette Investments, Inc.3,200$201K0.04%new13F-HRTimeline
Perigon Wealth Management, LLC3,190$200K<0.01%new13F-HRTimeline
Siemens Fonds Invest GmbH3,128$196K0.01%-2713F-HRTimeline
Amica Retiree Medical Trust3,086$193K0.26%013F-HRTimeline
Towne Trust Company, N.A3,000$188K0.06%013F-HRTimeline
IFP Advisors, Inc2,935$184K<0.01%+2,25513F-HR/ATimeline
North Capital, Inc.2,844$178K0.14%+113F-HRTimeline
HANTZ FINANCIAL SERVICES, INC.2,832$178K<0.01%+1,12913F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
CI INVESTMENTS INC.in group CI INVESTMENTS INC.2,759$173K<0.01%-93913F-HRTimelineGroup
Leonteq Securities AG2,595$163K0.01%-55113F-HRTimeline
Advisory Services Network, LLC2,284$143K<0.01%new13F-HRTimeline
Tower View Wealth Management LLC2,243$141K0.07%+1213F-HRTimeline
Ramirez Asset Management, Inc.2,100$132K0.02%013F-HRTimeline
Covestor Ltd2,082$131K0.07%+1,74513F-HRTimeline
PRIVATE TRUST CO NA2,080$130K0.01%+1,49013F-HRTimeline
OPTIMUM INVESTMENT ADVISORS1,800$113K0.04%013F-HRTimeline
Sunbelt Securities, Inc.1,790$112K0.01%-21013F-HRTimeline
Farther Finance Advisors, LLC1,789$112K<0.01%+63913F-HRTimeline
HUNTINGTON NATIONAL BANKin group HUNTINGTON NATIONAL BANK1,787$112K<0.01%013F-HRTimelineGroup
Livforsakringsbolaget Skandia, Omsesidi…1,700$107K<0.01%013F-HRTimeline
Optiver Holding B.V.in group Optiver Holding B.V.1,594$99.9K<0.01%+79513F-HRTimelineGroup
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…1,587$99.5K<0.01%+3313F-HRTimelineGroup
Bogart Wealth, LLC1,576$98.8K<0.01%+1613F-HRTimeline
BESSEMER GROUP INCin group BESSEMER GROUP INC1,578$98K<0.01%-80313F-HRTimelineGroup
VALLEY NATIONAL ADVISERS INC1,520$95K0.01%013F-HRTimeline
Smartleaf Asset Management LLC1,463$94.9K0.01%+95113F-HRTimeline
OSSIAM1,467$92K<0.01%+1,37713F-HRTimeline
Gold Investment Management Ltd.1,382$86.7K0.03%013F-HRTimeline
OSTRUM ASSET MANAGEMENT1,358$85.1K<0.01%-4213F-HRTimeline
ROTHSCHILD INVESTMENT LLC1,331$83.5K<0.01%+7613F-HRTimeline
QUADRANT CAPITAL GROUP LLC1,322$82.9K<0.01%new13F-HRTimeline
AlphaQuest LLC1,280$80.3K0.01%-65713F-HRTimeline
Oslo Pensjonsforsikring AS1,199$75.2K0.01%-1,26113F-HRTimeline
MATHER GROUP, LLC.1,011$63.4K<0.01%new13F-HRTimeline
Delos Wealth Advisors, LLC1,003$62.9K0.04%013F-HRTimeline
BARTLETT & CO. WEALTH MANAGEMENT LLC1,001$62.8K<0.01%013F-HRTimeline
Retirement Wealth Solutions LLC993$62.3K0.04%-12413F-HRTimeline
State of Wyoming967$60.6K0.01%-6,38113F-HRTimeline
LRI Investments, LLC949$59.5K<0.01%+5213F-HRTimeline
Global Retirement Partners, LLC911$57.1K<0.01%+40913F-HRTimeline
BOK Financial Private Wealth, Inc.882$55.3K<0.01%013F-HRTimeline
CVA Family Office, LLC865$54.2K0.01%013F-HRTimeline
Community Bank, N.A.772$48.4K0.01%new13F-HRTimeline
OAKWORTH CAPITAL, INC.708$44.4K<0.01%new13F-HRTimeline
Root Financial Partners, LLC702$44K<0.01%new13F-HRTimeline
Marshall & Sterling Wealth Advisors Inc.690$43.3K0.03%+58613F-HRTimeline
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO647$40.6K<0.01%new13F-HRTimelineGroup
MOTCO642$40.3K<0.01%new13F-HRTimeline
CENTRAL TRUST Co600$37.6K<0.01%-1,52013F-HRTimeline
Essential Partners LLC597$37.4K0.01%+713F-HRTimeline
MassMutual Private Wealth & Trust, FSB581$36.4K<0.01%-113F-HRTimeline
Main Street Group, LTD568$35.6K0.01%013F-HRTimeline
Golden State Wealth Management, LLC550$34.5K<0.01%+5013F-HRTimeline
Allworth Financial LP545$34.2K<0.01%+4713F-HRTimeline
Cornerstone Planning Group LLC589$33.3K0.01%+10213F-HRTimeline
Quarry LP519$32.5K0.01%new13F-HRTimeline
WFA of San Diego, LLC500$31.4K0.02%013F-HRTimeline
NISA INVESTMENT ADVISORS, LLC441$27.7K<0.01%013F-HRTimeline
Rise Advisors, LLC439$27.5K0.01%013F-HRTimeline
Capital Advisors, Ltd. LLC399$25K<0.01%013F-HRTimeline
Parallel Advisors, LLC393$24.6K<0.01%013F-HRTimeline
Hemington Wealth Management384$24K<0.01%+11213F-HRTimeline
Wealthspire Advisors, LLC347$21.8K<0.01%new13F-HRTimeline
TSFG, LLC300$19K<0.01%013F-HRTimeline
PROATHLETE WEALTH MANAGEMENT LLC297$18.6K0.01%013F-HRTimeline
Fortitude Family Office, LLC282$17.7K<0.01%+513F-HRTimeline
BOKF, NAin group BOKF, NA276$17.3K<0.01%new13F-HRTimelineGroup
ALBION FINANCIAL GROUP /UT273$17.1K<0.01%new13F-HRTimeline
MAI Capital Management273$17.1K<0.01%+2413F-HRTimeline
Raiffeisen Bank International AGin group Raiffeisen Bank International…262$17K<0.01%new13F-HRTimelineGroup
NBT BANK, N.A.in group NBT BANK, N.A.63$16.7K<0.01%-20313F-HRTimelineGroup
FINANCIAL CONSULATE, INC261$16.4K<0.01%new13F-HRTimeline
High Note Wealth, LLC258$16.2K<0.01%new13F-HRTimeline
Clearstead Trust, LLC250$15.7K<0.01%013F-HRTimeline
Darwin Wealth Management, LLC240$15.1K<0.01%+113F-HRTimeline
Binnacle Investments Inc211$13.2K0.01%013F-HRTimeline
Clayton Financial Group LLC210$13.2K0.01%new13F-HRTimeline
HARBOUR INVESTMENTS, INC.205$12.9K<0.01%+213F-HRTimeline
S&T Bank/PA202$12.7K<0.01%+16113F-HRTimeline
Glen Eagle Advisors, LLC200$12.5K<0.01%013F-HRTimeline
Berbice Capital Management LLC200$12.5K0.01%013F-HRTimeline
AdvisorNet Financial, Inc199$12.5K<0.01%013F-HRTimeline
FARMERS & MERCHANTS INVESTMENTS INCin group FARMERS & MERCHANTS INVESTMEN…195$12.2K<0.01%+2513F-HRTimelineGroup
Deseret Mutual Benefit Administrators175$11K<0.01%new13F-HRTimeline
Colonial Trust Co / SCin group Colonial Trust Advisors171$10.7K<0.01%013F-HRTimelineGroup
Bell Investment Advisors, Inc170$10.7K<0.01%013F-HRTimeline
Global X Japan Co., Ltd.154$9.66K<0.01%-27213F-HRTimeline
JFS WEALTH ADVISORS, LLC143$8.29K<0.01%+2713F-HRTimeline
Blue Trust, Inc.125$7.84K<0.01%013F-HRTimeline
Clark Wealth Partners130$7.68K<0.01%-9613F-HRTimeline
Bruce G. Allen Investments, LLC120$7.52K0.01%013F-HRTimeline
Cape Investment Advisory, Inc.114$7.15K0.01%new13F-HRTimeline
FIRST HORIZON CORP111$6.96K<0.01%13F-HRTimeline
JPL Wealth Management, LLC110$6.9K<0.01%new13F-HRTimeline
MEEDER ASSET MANAGEMENT INCin group Meeder Advisory Services, Inc.107$6.71K<0.01%new13F-HRTimelineGroup
Parkside Financial Bank & Trust105$6.58K<0.01%013F-HRTimeline
VISION FINANCIAL MARKETS LLC103$6.4K0.01%+113F-HRTimeline
Harvest Fund Management Co., Ltdin group Harvest Fund Management Co., …72$5K<0.01%new13F-HRTimelineGroup
Quest 10 Wealth Builders, Inc.69$4.33K<0.01%new13F-HRTimeline
Avion Wealth68$4K<0.01%+813F-HRTimeline
Cullen/Frost Bankers, Inc.in group Cullen/Frost Bankers, Inc.55$3.44K<0.01%013F-HRTimelineGroup
DiNuzzo Private Wealth, Inc.53$3.42K<0.01%+813F-HRTimeline
Private Wealth Management Group, LLC54$3.39K<0.01%013F-HRTimeline
True Wealth Design, LLC44$2.76K<0.01%013F-HRTimeline
SouthState Bank Corpin group SouthState Bank Corp39$2.45K<0.01%-4013F-HRTimelineGroup
Principia Wealth Advisory, LLC38$2.38K<0.01%+413F-HRTimeline
FOSTER DYKEMA CABOT & PARTNERS, LLC36$2.26K<0.01%013F-HRTimeline
Annis Gardner Whiting Capital Advisors,…35$2.19K<0.01%013F-HRTimeline
Rialto Wealth Management, LLC35$2.19K<0.01%+1013F-HRTimeline
WPG Advisers, LLC35$2.19K<0.01%013F-HRTimeline
Cloud Capital Management, LLC47$2K<0.01%new13F-HRTimeline
TOBAM24$2K<0.01%013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Versant Capital Management, Inc31$1.94K<0.01%013F-HRTimeline
Transamerica Financial Advisors, LLCin group Transamerica Financial Adviso…28$1.76K<0.01%new13F-HRTimelineGroup
SJS Investment Consulting Inc.28$1.76K<0.01%+513F-HRTimeline
IFS Advisors, LLC23$1.47K<0.01%013F-HRTimeline
Hughes Financial Services, LLC28$1.47K<0.01%013F-HRTimeline
Bay Harbor Wealth Management, LLC23$1.44K<0.01%+1013F-HRTimeline
Atlantic Edge Private Wealth Management…22$1.38K<0.01%new13F-HRTimeline
Quent Capital, LLC22$1.38K<0.01%new13F-HRTimeline
Kilter Group LLC21$1.33K<0.01%013F-HRTimeline
Johnson Financial Group, Inc.in group Johnson Financial Group, Inc.20$1.25K<0.01%new13F-HRTimelineGroup