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Disclosery

CG CARLYLE GROUP INC

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Stock (common), issuer CIK 1527166

614 managers (629 13F filers) reported a position in CG shares at 2025-12-31, 229,067,516 shares in all. 53 filers opened a position and 78 filers sold out during the quarter.

Managers
614
13F filers
629
New
53
Added
203
Reduced
227
Sold out
78
Shares held by filers
229,067,516

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 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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
MJP ASSOCIATES INC /ADV5,343$316K0.04%-47113F-HRTimeline
WELLINGTON MANAGEMENT GROUP LLPin group WELLINGTON MANAGEMENT GROUP L…5,309$314K<0.01%+2,00613F-HRTimelineGroup
SYM FINANCIAL Corp5,299$313K0.03%-1,93713F-HRTimeline
COMMERCE BANKin group COMMERCE BANK5,161$305K<0.01%+21213F-HRTimelineGroup
MISSION WEALTH MANAGEMENT, LP5,139$304K0.01%-613F-HRTimeline
KRS Capital Management, LLC5,120$303K0.17%013F-HRTimeline
HANTZ FINANCIAL SERVICES, INC.5,059$299K<0.01%+2,22713F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
HARBOR INVESTMENT ADVISORY, LLC5,000$296K0.02%013F-HRTimeline
Hamilton Capital Partners Inc.4,976$294K0.01%-45313F-HRTimeline
Tranquility Partners, LLC4,933$292K0.11%-28813F-HRTimeline
BFSG, LLC4,915$291K0.03%013F-HRTimeline
Jump Financial, LLCin group Jump Financial, LLC4,873$288K<0.01%new13F-HRTimelineGroup
Triad Wealth Partners, LLC4,844$286K0.03%-2,81313F-HRTimeline
MACQUARIE GROUP LTDin group MACQUARIE GROUP LTD4,686$277K<0.01%-6,17313F-HRTimelineGroup
Dynamic Advisor Solutions LLC4,672$276K0.01%-14513F-HRTimeline
Havemeyer Place LP4,645$275K0.05%13F-HRTimeline
Farther Finance Advisors, LLC4,586$271K<0.01%+2,79713F-HRTimeline
Flatrock Wealth Partners LLC4,572$270K0.13%13F-HR/ATimeline
Vestcor Inc4,543$269K0.01%013F-HRTimeline
GLENMEDE TRUST CO NAin group GLENMEDE TRUST CO NA4,549$269K<0.01%13F-HRTimelineGroup
Stelac Advisory Services LLC4,510$267K0.09%-17613F-HRTimeline
Herold Advisors, Inc.4,500$266K0.06%013F-HRTimeline
REGATTA CAPITAL GROUP, LLC4,431$262K0.04%013F-HRTimeline
Cornerstone Select Advisors, LLC4,415$261K0.18%013F-HRTimeline
PMG Family Office LLC4,409$261K0.3%013F-HRTimeline
BARRETT & COMPANY, INC.4,406$260K0.09%013F-HRTimeline
UMB Bank, n.a.4,385$259K<0.01%+60113F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Rafferty Asset Management, LLC4,361$258K<0.01%-13913F-HRTimeline
Compound Planning, Inc.4,332$256K0.01%+17813F-HRTimeline
Investment Partners Asset Management, I…4,253$251K0.16%-27513F-HRTimeline
Bank Pictet & Cie (Europe) AG4,250$251K0.01%013F-HRTimeline
Mirador Capital Partners LP4,059$240K0.03%-6413F-HRTimeline
THURSTON, SPRINGER, MILLER, HERD & TITA…4,008$237K0.08%new13F-HRTimeline
UniSuper Management Pty Ltd4,000$236K<0.01%013F-HRTimeline
Fielder Capital Group LLC3,984$235K0.05%new13F-HRTimeline
Cresset Asset Management, LLC3,929$232K<0.01%+613F-HRTimeline
Crossmark Global Holdings, Inc.3,914$231K<0.01%+7713F-HRTimeline
Vise Technologies, Inc.3,874$229K<0.01%013F-HRTimeline
Merit Financial Group, LLC3,839$227K<0.01%+44413F-HRTimeline
AlphaCore Capital LLC3,819$226K0.01%new13F-HRTimeline
AVALON CAPITAL MANAGEMENT3,805$225K0.05%013F-HRTimeline
Comprehensive Money Management Services…3,760$222K0.15%new13F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…3,735$221K0.02%-72313F-HRTimeline
Callan Family Office, LLC3,712$219K<0.01%+10813F-HRTimeline
Whetstone Capital Advisors, LLC3,696$218K0.07%+31713F-HRTimeline
Atlantic Union Bankshares Corpin group Atlantic Union Bankshares Corp3,736$218K<0.01%-1013F-HRTimelineGroup
Sowell Financial Services LLC3,680$218K0.01%-4613F-HRTimeline
GW HENSSLER & ASSOCIATES LTD3,673$217K0.01%+21713F-HRTimeline
Carnegie Lake Advisors LLC3,665$217K0.08%013F-HRTimeline
CHOREO, LLC3,572$215K<0.01%-1913F-HRTimeline
Tidal Investments LLCin group Tidal Investments LLC3,631$215K<0.01%-2,21813F-HRTimelineGroup
Larson Financial Group LLC3,625$214K0.01%+14213F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.3,606$213K<0.01%new13F-HRTimelineGroup
Capital Investment Counsel, Inc3,600$213K0.03%013F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC3,335$209K<0.01%+8313F-HRTimelineGroup
Equitable Holdings, Inc.in group Equitable Holdings, Inc.3,465$205K<0.01%-2,36413F-HRTimelineGroup
NISA INVESTMENT ADVISORS, LLC3,443$204K<0.01%+3,00213F-HRTimeline
SAGESPRING WEALTH PARTNERS, LLC3,435$203K<0.01%-36413F-HRTimeline
STOCK YARDS BANK & TRUST CO3,425$202K0.01%013F-HRTimeline
TWO SIGMA SECURITIES, LLC3,422$202K0.03%new13F-HRTimeline
Integrated Wealth Concepts LLC3,419$202K<0.01%-4,10113F-HRTimeline
Brown Miller Wealth Management, LLC3,400$201K0.06%+2313F-HRTimeline
TCW GROUP INCin group TCW GROUP INC3,390$200K<0.01%new13F-HRTimelineGroup
Spire Wealth Managementin group Spire Wealth Management3,370$199K0.01%-1,27913F-HRTimelineGroup
Gunpowder Capital Management, LLC dba O…3,312$196K0.15%13F-HRTimeline
Towne Trust Company, N.A3,000$177K0.06%013F-HRTimeline
IFP Advisors, Inc2,949$174K<0.01%+1413F-HRTimeline
Western Pacific Wealth Management, LP2,849$168K0.16%-50713F-HRTimeline
Tower View Wealth Management LLC2,258$133K0.07%+1513F-HRTimeline
Leonteq Securities AG2,216$131K0.01%-37913F-HRTimeline
EDMOND DE ROTHSCHILD HOLDING S.A.in group EDMOND DE ROTHSCHILD HOLDING …2,210$131K<0.01%-3,64013F-HRTimelineGroup
Pinnacle Wealth Planning Services, Inc.2,181$129K0.01%new13F-HRTimeline
Ramirez Asset Management, Inc.2,100$124K0.02%013F-HRTimeline
Tema ETFs LLC2,014$119K0.01%new13F-HRTimeline
AlphaQuest LLC1,940$115K0.01%+66013F-HRTimeline
Sunbelt Securities, Inc.1,790$106K0.01%013F-HRTimeline
HUNTINGTON NATIONAL BANKin group HUNTINGTON NATIONAL BANK1,771$105K<0.01%-1613F-HRTimelineGroup
Livforsakringsbolaget Skandia, Omsesidi…1,700$100K<0.01%013F-HRTimeline
BESSEMER GROUP INCin group BESSEMER GROUP INC1,665$98K<0.01%+8713F-HRTimelineGroup
Smartleaf Asset Management LLC1,627$97.8K<0.01%+16413F-HRTimeline
Bogart Wealth, LLC1,571$92.9K<0.01%-513F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC1,533$90.6K<0.01%new13F-HRTimelineGroup
VALLEY NATIONAL ADVISERS INC1,520$89K0.01%013F-HRTimeline
Covestor Ltd1,443$85K0.04%-63913F-HRTimeline
Parallel Advisors, LLC1,403$82.9K<0.01%+1,01013F-HRTimeline
Gold Investment Management Ltd.1,382$81.7K0.03%013F-HRTimeline
ROTHSCHILD INVESTMENT LLC1,377$81.4K<0.01%+4613F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…1,343$79.4K<0.01%-24413F-HRTimelineGroup
QUADRANT CAPITAL GROUP LLC1,327$78.4K<0.01%+513F-HRTimeline
Keating Financial Advisory Services, In…1,283$75.8K0.01%13F-HRTimeline
Oslo Pensjonsforsikring AS1,199$70.9K0.01%013F-HRTimeline
SageView Advisory Group, LLC1,196$70.7K<0.01%new13F-HRTimeline
State of Wyoming1,088$64.3K0.01%+12113F-HRTimeline
LOS ANGELES CAPITAL MANAGEMENT LLC1,120$63.4K<0.01%new13F-HRTimeline
OSSIAM1,067$63.1K<0.01%-40013F-HRTimeline
OSTRUM ASSET MANAGEMENT1,019$60.2K<0.01%-33913F-HRTimeline
PRIVATE TRUST CO NA1,016$60.1K0.01%-1,06413F-HRTimeline
Delos Wealth Advisors, LLC1,003$59.3K0.04%013F-HRTimeline
Retirement Wealth Solutions LLC995$58.8K0.04%+213F-HRTimeline
LRI Investments, LLC949$56.1K<0.01%013F-HRTimeline
BOK Financial Private Wealth, Inc.882$52.1K<0.01%013F-HRTimeline
CVA Family Office, LLC865$51.1K0.01%013F-HRTimeline
BARTLETT & CO. WEALTH MANAGEMENT LLC811$47.9K<0.01%-19013F-HRTimeline
Community Bank, N.A.772$45.6K0.01%013F-HRTimeline
Allworth Financial LP721$42.6K<0.01%+17613F-HRTimeline
OAKWORTH CAPITAL, INC.708$41.9K<0.01%013F-HRTimeline
MOTCO642$37.9K<0.01%013F-HRTimeline
S&T Bank/PA630$37.2K0.01%+42813F-HRTimeline
MassMutual Private Wealth & Trust, FSB620$36.6K<0.01%+3913F-HRTimeline
CENTRAL TRUST Co607$35.9K<0.01%+713F-HRTimeline
Essential Partners LLC602$35.6K0.01%+513F-HRTimeline
Golden State Wealth Management, LLC600$35.5K<0.01%+5013F-HRTimeline
Root Financial Partners, LLC597$35.3K<0.01%-10513F-HRTimeline
Cornerstone Planning Group LLC541$32.7K0.01%-4813F-HRTimeline
ADKINS SEALE CAPITAL MANAGEMENT LLC546$32.3K0.03%13F-HRTimeline
MAI Capital Management412$24.4K<0.01%+13913F-HRTimeline
Capital Advisors, Ltd. LLC399$24K<0.01%013F-HRTimeline
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO319$18.9K<0.01%-32813F-HRTimelineGroup
Deseret Mutual Benefit Administrators312$18.4K0.01%+13713F-HRTimeline
High Note Wealth, LLC308$18.2K<0.01%+5013F-HRTimeline
TSFG, LLC300$18K<0.01%013F-HRTimeline
PROATHLETE WEALTH MANAGEMENT LLC297$17.6K<0.01%013F-HRTimeline
Quattro Advisors LLC293$17.3K0.01%13F-HRTimeline
Cape Investment Advisory, Inc.275$16.3K<0.01%+16113F-HRTimeline
BOKF, NAin group BOKF, NA274$16.2K<0.01%-213F-HRTimelineGroup
ALBION FINANCIAL GROUP /UT273$16.1K<0.01%013F-HRTimeline
Raiffeisen Bank International AGin group Raiffeisen Bank International…262$15.8K<0.01%013F-HRTimelineGroup
NBT BANK, N.A.in group NBT BANK, N.A.59$15.7K<0.01%-413F-HRTimelineGroup
FINANCIAL CONSULATE, INC261$15.4K<0.01%013F-HRTimeline
Clearstead Trust, LLC250$14.8K<0.01%013F-HRTimeline
Fortitude Family Office, LLC250$14.8K<0.01%-3213F-HRTimeline
Darwin Wealth Management, LLC242$14.3K<0.01%+213F-HRTimeline
FARMERS & MERCHANTS INVESTMENTS INCin group FARMERS & MERCHANTS INVESTMEN…230$13.6K<0.01%+3513F-HRTimelineGroup
HARBOUR INVESTMENTS, INC.228$13.5K<0.01%+2313F-HRTimeline
Torren Management, LLC227$13.4K0.01%13F-HRTimeline
Align Financial, LLC11,940$11.9K0.01%13F-HRTimeline
Glen Eagle Advisors, LLC200$11.8K<0.01%013F-HRTimeline
Berbice Capital Management LLC200$11.8K0.01%013F-HRTimeline
AdvisorNet Financial, Inc199$11.8K<0.01%013F-HRTimeline
JFS WEALTH ADVISORS, LLC190$10.6K<0.01%+4713F-HRTimeline
Bell Investment Advisors, Inc170$10K<0.01%013F-HRTimeline
Fideuram Asset Management (Ireland) dac199$10K<0.01%13F-HRTimeline
Blue Trust, Inc.168$9.93K<0.01%+4313F-HRTimeline
Parkside Financial Bank & Trust148$8.75K<0.01%+4313F-HRTimeline
Modus Advisors, LLC148$8.75K<0.01%new13F-HRTimeline
Colonial Trust Co / SCin group Colonial Trust Advisors147$8.69K<0.01%-2413F-HRTimelineGroup
Hilton Head Capital Partners, LLC138$8.16K<0.01%13F-HRTimeline
Clark Wealth Partners130$7.68K<0.01%013F-HRTimeline
FIRST HORIZON CORP122$7.21K<0.01%+1113F-HRTimeline
Bruce G. Allen Investments, LLC120$7.09K<0.01%013F-HRTimeline
Wilmington Savings Fund Society, FSB116$6.86K<0.01%new13F-HRTimeline
VISION FINANCIAL MARKETS LLC103$6.07K0.01%013F-HRTimeline
MEEDER ASSET MANAGEMENT INCin group Meeder Advisory Services, Inc.102$6.03K<0.01%-513F-HRTimelineGroup
SouthState Bank Corpin group SouthState Bank Corp97$5.73K<0.01%+5813F-HRTimelineGroup
Quent Capital, LLC92$5.44K<0.01%+7013F-HRTimeline
Avion Wealth79$4K<0.01%+1113F-HRTimeline
Battery Global Advisors, LLC65$3.84K<0.01%new13F-HRTimeline
Quarry LP64$3.78K<0.01%-45513F-HRTimeline
United Community Bankin group United Community Bank63$3.72K<0.01%new13F-HRTimelineGroup
Signature Resources Capital Management,…57$3.37K<0.01%new13F-HRTimeline
Cullen/Frost Bankers, Inc.in group Cullen/Frost Bankers, Inc.55$3.27K<0.01%013F-HRTimelineGroup
Private Wealth Management Group, LLC54$3.19K<0.01%013F-HRTimeline
SJS Investment Consulting Inc.53$3.13K<0.01%+2513F-HRTimeline
Transamerica Financial Advisors, LLCin group Transamerica Financial Adviso…52$3.07K<0.01%+2413F-HRTimelineGroup
Comprehensive Financial Planning, Inc./…51$3.01K<0.01%new13F-HRTimeline
SHP Wealth Management48$2.84K<0.01%13F-HRTimeline
Bravera Wealth48$2.84K<0.01%13F-HRTimeline
DiNuzzo Private Wealth, Inc.47$2.78K<0.01%-613F-HRTimeline
True Wealth Design, LLC40$2.37K<0.01%-413F-HRTimeline
Principia Wealth Advisory, LLC40$2.36K<0.01%+213F-HRTimeline
Rossby Financial, LCC39$2.31K<0.01%new13F-HRTimeline
JNBA Financial Advisors35$2.07K<0.01%new13F-HRTimeline
Annis Gardner Whiting Capital Advisors,…35$2.07K<0.01%013F-HRTimeline
WPG Advisers, LLC35$2.07K<0.01%013F-HRTimeline
Benson Wealth Management INC33$1.95K<0.01%13F-HRTimeline
Versant Capital Management, Inc31$1.83K<0.01%013F-HRTimeline
Hughes Financial Services, LLC28$1.66K<0.01%013F-HRTimeline
Signature Equity Partners, LLC25$1.49K<0.01%13F-HRTimeline
Rialto Wealth Management, LLC25$1.48K<0.01%-1013F-HRTimeline
Bay Harbor Wealth Management, LLC25$1.48K<0.01%+213F-HRTimeline
Legacy Wealth Managment, LLC/IDin group Legacy Wealth Managment, LLC/…24$1.42K<0.01%new13F-HRTimelineGroup
IFS Advisors, LLC23$1.4K<0.01%013F-HRTimeline
Kilter Group LLC21$1.26K<0.01%013F-HRTimeline
Turning Point Benefit Group, Inc.21$1.24K<0.01%new13F-HRTimeline
Johnson Financial Group, Inc.in group Johnson Financial Group, Inc.20$1.18K<0.01%013F-HRTimelineGroup
Cromwell Holdings LLC18$1.06K<0.01%013F-HRTimeline
1015 Capital Partners, LLC18$1.06K<0.01%13F-HRTimeline
CX Institutional24$1K<0.01%new13F-HRTimeline
HFM Investment Advisors, LLC15$887<0.01%-413F-HRTimeline
Valued Wealth Advisors LLC14$828<0.01%013F-HRTimeline
Cornerstone Financial Management LLC14$828<0.01%13F-HR/ATimeline
Sunrise Financial Services, LLC13$768<0.01%13F-HRTimeline
American Capital Advisory, LLC12$710<0.01%+113F-HRTimeline
Manchester Capital Management LLC11$651<0.01%+313F-HRTimeline
ZIONS BANCORPORATION, NATIONAL ASSOCIAT…11$650<0.01%new13F-HRTimeline
Atlantic Private Wealth, LLC10$595<0.01%new13F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV10$591<0.01%013F-HRTimeline
Bernard Wealth Management Corp.500$570<0.01%new13F-HRTimeline
Seneschal Advisors, LLC8$473<0.01%013F-HRTimeline
Wealth Watch Advisors, INC8$473<0.01%013F-HRTimeline