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Disclosery

CG CARLYLE GROUP INC

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Stock (common), issuer CIK 1527166

587 managers (605 13F filers) reported a position in CG shares at 2026-03-31, 218,996,687 shares in all. 64 filers opened a position and 93 filers sold out during the quarter.

Managers
587
13F filers
605
New
64
Added
237
Reduced
188
Sold out
93
Shares held by filers
218,996,687

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 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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
Bank Julius Baer & Co. Ltd, Zurich5,000$242K<0.01%new13F-HRTimeline
Krilogy Financial LLC4,700$241K0.01%new13F-HRTimeline
Hamilton Capital Partners Inc.4,976$241K0.01%013F-HRTimeline
EntryPoint Capital, LLC4,943$239K0.07%new13F-HRTimeline
Tranquility Partners, LLC4,815$233K0.09%-11813F-HRTimeline
Focus Partners Wealthin group Focus Partners Wealth4,760$230K<0.01%-3,65813F-HRTimelineGroup
Oasis Advisors, LLC4,758$230K0.05%new13F-HRTimeline
Vise Technologies, Inc.3,874$229K<0.01%013F-HRTimeline
Compound Planning, Inc.4,730$229K0.01%+39813F-HRTimeline
MACQUARIE GROUP LTDin group MACQUARIE GROUP LTD4,686$227K<0.01%013F-HRTimelineGroup
Dynamic Advisor Solutions LLC4,681$227K0.01%+913F-HRTimeline
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…4,609$223K<0.01%-2,50513F-HRTimelineGroup
Snowden Capital Advisors LLC4,581$222K0.01%-2,88513F-HRTimeline
Diversify Advisory Services, LLCgroup of 2 filers holding4,618$221K-2,279Timeline
Flatrock Wealth Partners LLC4,548$220K0.1%-2413F-HRTimeline
Vestcor Inc4,543$220K0.01%013F-HRTimeline
STOREBRAND ASSET MANAGEMENT AS4,520$219K<0.01%-9,05213F-HRTimeline
Herold Advisors, Inc.4,500$218K0.05%013F-HRTimeline
PMG Family Office LLC4,481$217K0.24%+7213F-HRTimeline
REGATTA CAPITAL GROUP, LLC4,431$214K0.03%013F-HRTimeline
Cornerstone Select Advisors, LLC4,415$214K0.13%013F-HRTimeline
COMMERCE BANKin group COMMERCE BANK4,411$213K<0.01%-75013F-HRTimelineGroup
BARRETT & COMPANY, INC.4,406$213K0.07%013F-HRTimeline
Stamos Capital Partners, L.P.4,382$212K0.03%new13F-HRTimeline
DMC Group, LLC4,325$209K0.14%-2,43713F-HRTimeline
GLENMEDE TRUST CO NAin group GLENMEDE TRUST CO NA4,316$209K<0.01%-23313F-HRTimelineGroup
Twin Tree Management, LP4,284$207K0.04%new13F-HRTimeline
Investment Partners Asset Management, I…4,253$206K0.13%013F-HRTimeline
Bank Pictet & Cie (Europe) AG4,250$206K<0.01%013F-HRTimeline
Larson Financial Group LLC4,240$205K0.01%+61513F-HRTimeline
ELEVATION POINT WEALTH PARTNERS, LLC4,161$201K<0.01%new13F-HRTimeline
SlateStone Wealth, LLC4,154$201K0.02%-2,87513F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.3,399$201K<0.01%-6613F-HRTimelineGroup
UMB Bank, n.a.3,929$190K<0.01%-45613F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Atlantic Union Bankshares Corpin group Atlantic Union Bankshares Corp3,694$178K<0.01%-4213F-HRTimelineGroup
Stelac Advisory Services LLC3,590$174K0.04%-92013F-HRTimeline
HOERTKORN RICHARD CHARLES3,500$169K0.14%-16,10013F-HRTimeline
Gunpowder Capital Management, LLC dba O…3,312$160K0.12%013F-HRTimeline
Towne Trust Company, N.A3,000$145K0.05%013F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management2,956$143K<0.01%-41413F-HRTimelineGroup
Western Pacific Wealth Management, LP2,849$138K0.14%013F-HRTimeline
Wilmington Savings Fund Society, FSB2,816$136K<0.01%+2,70013F-HRTimeline
NISA INVESTMENT ADVISORS, LLC2,598$126K<0.01%-84513F-HRTimeline
Advisory Services Network, LLC2,490$121K<0.01%new13F-HRTimeline
Sunbelt Securities, Inc.2,290$111K0.01%+50013F-HRTimeline
Tower View Wealth Management LLC2,273$110K0.06%+1513F-HRTimeline
Pinnacle Wealth Planning Services, Inc.2,082$101K0.01%-9913F-HRTimeline
OSSIAM2,015$97.5K<0.01%+94813F-HRTimeline
Tema ETFs LLC2,014$97.5K0.01%013F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…1,876$90.8K<0.01%+53313F-HR/ATimelineGroup
HUNTINGTON NATIONAL BANKin group HUNTINGTON NATIONAL BANK1,771$85.7K<0.01%013F-HRTimelineGroup
Livforsakringsbolaget Skandia, Omsesidi…1,700$82.2K<0.01%013F-HRTimeline
FIL Ltdin group FIL Ltd1,621$78.4K<0.01%new13F-HRTimelineGroup
Bogart Wealth, LLC1,602$77.5K<0.01%+3113F-HRTimeline
ROTHSCHILD INVESTMENT LLC1,529$74K<0.01%+15213F-HRTimeline
VALLEY NATIONAL ADVISERS INC1,520$73K0.01%013F-HRTimeline
Parallel Advisors, LLC1,447$70K<0.01%+4413F-HR/ATimeline
Ramirez Asset Management, Inc.1,400$67.7K0.01%-70013F-HRTimeline
Gold Investment Management Ltd.1,382$66.9K0.02%013F-HRTimeline
Allworth Financial LP1,334$64.5K<0.01%+61313F-HRTimeline
QUADRANT CAPITAL GROUP LLC1,325$64.1K<0.01%-213F-HR/ATimeline
Keating Financial Advisory Services, In…1,252$60.6K0.01%-3113F-HRTimeline
Smartleaf Asset Management LLC1,294$60.1K<0.01%-33313F-HRTimeline
Oslo Pensjonsforsikring AS1,199$58K0.01%013F-HRTimeline
GHP Investment Advisors, Inc.1,186$57.4K<0.01%new13F-HRTimeline
IFP Advisors, Inc1,148$55.6K<0.01%-1,80113F-HRTimeline
LOS ANGELES CAPITAL MANAGEMENT LLC1,120$54.2K<0.01%013F-HRTimeline
LRI Investments, LLC1,035$50.1K<0.01%+8613F-HRTimeline
CVA Family Office, LLC1,003$48.5K0.01%+13813F-HRTimeline
MATHER GROUP, LLC.1,000$48.4K<0.01%new13F-HRTimeline
BESSEMER GROUP INCin group BESSEMER GROUP INC956$47K<0.01%-70913F-HRTimelineGroup
State of Wyoming958$46.4K0.01%-13013F-HRTimeline
BOK Financial Private Wealth, Inc.882$42.7K<0.01%013F-HRTimeline
BARTLETT & CO. WEALTH MANAGEMENT LLC811$40.5K<0.01%013F-HRTimeline
HARBOUR INVESTMENTS, INC.810$39.1K<0.01%+58213F-HRTimeline
MAI Capital Management805$39K<0.01%+39313F-HRTimeline
Community Bank, N.A.772$37.3K<0.01%013F-HRTimeline
Cornerstone Planning Group LLC680$34.9K<0.01%+13913F-HRTimeline
PRIVATE TRUST CO NA713$34.5K<0.01%-30313F-HRTimeline
OAKWORTH CAPITAL, INC.708$34.3K<0.01%013F-HRTimeline
MassMutual Private Wealth & Trust, FSB704$34.1K<0.01%+8413F-HRTimeline
MOTCO642$31.1K<0.01%013F-HRTimeline
Essential Partners LLC627$30.3K0.01%+2513F-HRTimeline
CENTRAL TRUST Co600$29K<0.01%-713F-HRTimeline
Golden State Wealth Management, LLC600$29K<0.01%013F-HRTimeline
Deseret Mutual Benefit Administrators584$28.3K0.01%+27213F-HRTimeline
Main Street Group, LTD568$27.5K0.01%new13F-HRTimeline
ADKINS SEALE CAPITAL MANAGEMENT LLC546$26.4K0.03%013F-HRTimeline
Root Financial Partners, LLC509$24.6K<0.01%-8813F-HRTimeline
Intesa Sanpaolo Wealth Managementin group Intesa Sanpaolo S.p.A.500$24.2K0.01%new13F-HRTimelineGroup
Parkside Financial Bank & Trust474$22.9K<0.01%+32613F-HRTimeline
High Note Wealth, LLC417$20.2K<0.01%+10913F-HRTimeline
Retirement Wealth Solutions LLC404$19.5K0.01%-59113F-HRTimeline
Capital Advisors, Ltd. LLC399$19K<0.01%013F-HRTimeline
Owl Creek Wealth Partners LLC365$17.7K0.01%13F-HRTimeline
CX Institutional333$16K<0.01%+30913F-HRTimeline
TSFG, LLC300$15K<0.01%013F-HRTimeline
PROATHLETE WEALTH MANAGEMENT LLC297$14.4K<0.01%013F-HRTimeline
ALBION FINANCIAL GROUP /UT289$14K<0.01%+1613F-HRTimeline
EFG International AGin group EFG International AG280$13.5K<0.01%new13F-HRTimelineGroup
Bell Investment Advisors, Inc276$13.4K<0.01%+10613F-HRTimeline
TWIN PEAKS WEALTH ADVISORS, LLC276$13.4K<0.01%new13F-HRTimeline
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO275$13.3K<0.01%-4413F-HRTimelineGroup
FINANCIAL CONSULATE, INC273$13.2K<0.01%+1213F-HRTimeline
NBT BANK, N.A.in group NBT BANK, N.A.266$12.9K<0.01%+20713F-HRTimelineGroup
Raiffeisen Bank International AGin group Raiffeisen Bank International…262$12.2K<0.01%013F-HRTimelineGroup
Clearstead Trust, LLC250$12.1K<0.01%013F-HRTimeline
Darwin Wealth Management, LLC244$11.8K<0.01%+213F-HRTimeline
FARMERS & MERCHANTS INVESTMENTS INCin group FARMERS & MERCHANTS INVESTMEN…230$11.1K<0.01%013F-HRTimelineGroup
Quent Capital, LLC207$10K<0.01%+11513F-HRTimeline
Covestor Ltd212$10K0.01%-1,23113F-HRTimeline
AdvisorNet Financial, Inc203$9.82K<0.01%+413F-HRTimeline
Align Financial, LLC202$9.78K0.01%-11,73813F-HRTimeline
EDMOND DE ROTHSCHILD HOLDING S.A.in group EDMOND DE ROTHSCHILD HOLDING …200$9.68K<0.01%-2,01013F-HRTimelineGroup
Bruce G. Allen Investments, LLC199$9.63K0.01%+7913F-HRTimeline
Global X Japan Co., Ltd.198$9.58K<0.01%new13F-HRTimeline
Colonial Trust Advisorsgroup of 2 filers holding194$9.39K+47Timeline
JFS WEALTH ADVISORS, LLC180$8.71K<0.01%-1013F-HRTimeline
SJS Investment Consulting Inc.158$7.65K<0.01%+10513F-HRTimeline
Hilton Head Capital Partners, LLC138$6.68K<0.01%013F-HRTimeline
ZIONS BANCORPORATION, NATIONAL ASSOCIAT…134$6.48K<0.01%+12313F-HRTimeline
Fortitude Family Office, LLC134$6.48K<0.01%-11613F-HRTimeline
Rossby Financial, LCC135$6.4K<0.01%+9613F-HRTimeline
Transamerica Financial Advisors, LLCin group Transamerica Financial Adviso…122$5.91K<0.01%+7013F-HRTimelineGroup
FIRST HORIZON CORP122$5.9K<0.01%013F-HRTimeline
Blue Trust, Inc.118$5.71K<0.01%-5013F-HRTimeline
Avion Wealth120$5K<0.01%+4113F-HRTimeline
Glen Eagle Advisors, LLC100$4.84K<0.01%-10013F-HRTimeline
Clark Wealth Partners98$4.74K<0.01%-3213F-HRTimeline
S&T Bank/PA94$4.55K<0.01%-53613F-HRTimeline
Cullen/Frost Bankers, Inc.in group Cullen/Frost Bankers, Inc.71$3.42K<0.01%+1613F-HRTimelineGroup
BROWN, LISLE/CUMMINGS, INC.69$3.34K<0.01%new13F-HRTimeline
Tidemark, LLC59$2.85K<0.01%new13F-HRTimeline
Key Capital Management, INC58$2.81K<0.01%new13F-HRTimeline
Signature Resources Capital Management,…57$2.76K<0.01%013F-HRTimeline
Private Wealth Management Group, LLC54$2.61K<0.01%013F-HRTimeline
Bare Financial Services, Inc54$2.61K<0.01%new13F-HRTimeline
Cromwell Holdings LLC53$2.56K<0.01%+3513F-HRTimeline
Versant Capital Management, Inc51$2.47K<0.01%+2013F-HRTimeline
SouthState Bank Corpin group SouthState Bank Corp50$2.42K<0.01%-4713F-HRTimelineGroup
Principia Wealth Advisory, LLC49$2.37K<0.01%+913F-HRTimeline
SHP Wealth Management48$2.32K<0.01%013F-HRTimeline
Activest Wealth Management48$2.32K<0.01%new13F-HRTimeline
Bravera Wealth48$2.32K<0.01%013F-HRTimeline
DiNuzzo Private Wealth, Inc.46$2.23K<0.01%-113F-HRTimeline
JPL Wealth Management, LLC45$2.18K<0.01%new13F-HR/ATimeline
Stone House Investment Management, LLC41$1.98K<0.01%new13F-HRTimeline
True Wealth Design, LLC40$1.94K<0.01%013F-HRTimeline
JNBA Financial Advisors35$1.69K<0.01%013F-HRTimeline
Annis Gardner Whiting Capital Advisors,…35$1.69K<0.01%013F-HRTimeline
Benson Wealth Management INC33$1.6K<0.01%013F-HRTimeline
Hughes Financial Services, LLC30$1.45K<0.01%+213F-HRTimeline
Bay Harbor Wealth Management, LLC29$1.4K<0.01%+413F-HRTimeline
WPG Advisers, LLC29$1.4K<0.01%-613F-HRTimeline
Rialto Wealth Management, LLC27$1.31K<0.01%+213F-HRTimeline
Signature Equity Partners, LLC25$1.23K<0.01%013F-HRTimeline
Legacy Wealth Managment, LLC/IDin group Legacy Wealth Managment, LLC/…24$1.16K<0.01%013F-HRTimelineGroup
IFS Advisors, LLC23$1.15K<0.01%013F-HRTimeline
Kilter Group LLC21$1.03K<0.01%013F-HRTimeline
1015 Capital Partners, LLC16$774<0.01%-213F-HRTimeline
Cornerstone Financial Management LLC14$677<0.01%013F-HR/ATimeline
HFM Investment Advisors, LLC13$629<0.01%-213F-HRTimeline
Sunrise Financial Services, LLC13$629<0.01%013F-HRTimeline
Torren Management, LLC13$610<0.01%-21413F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV10$484<0.01%013F-HRTimeline
Quaker Wealth Management, LLC10$484<0.01%+313F-HRTimeline
Bernard Wealth Management Corp.500$475<0.01%013F-HRTimeline
American Capital Advisory, LLC9$436<0.01%-313F-HRTimeline
TopTier Wealth Management, LLC9$436<0.01%new13F-HRTimeline
Investors Portfolio Services LLC7$343<0.01%new13F-HRTimeline
Financial Management Professionals, Inc.7$339<0.01%013F-HRTimeline
Intentional Wealth Strategies, LLC7$339<0.01%13F-HRTimeline
Seneschal Advisors, LLC6$291<0.01%-213F-HRTimeline
Vermillion Wealth Management, Inc.6$290<0.01%new13F-HRTimeline
Dunhill Financial, LLC5$276<0.01%-113F-HRTimeline
MV CAPITAL MANAGEMENT, INC.4$194<0.01%013F-HRTimeline
Prestige Wealth Management Group LLC3$146<0.01%new13F-HRTimeline
CoreCap Advisors, LLC3$145<0.01%013F-HRTimeline
Moisand Fitzgerald Tamayo, LLC121$115<0.01%013F-HRTimeline
RAFFA WEALTH MANAGEMENT, LLC2$97<0.01%new13F-HRTimeline
Crewe Advisors LLC2$97<0.01%013F-HRTimeline
3 FACTOR INDEXING, LLC2$97<0.01%13F-HRTimeline
BIRCHBROOK, INC.53$51<0.01%013F-HRTimeline
Caitong International Asset Management …1$48<0.01%new13F-HRTimeline
CURIO WEALTH, LLC1$48<0.01%new13F-HRTimeline
PROFFITT & GOODSON INC10$10<0.01%013F-HRTimeline
Erste Asset Management GmbHin group Erste Asset Management GmbH0$00%013F-HRTimelineGroupValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.