Carlyle Group Inc. - Common Stock (CG)

Historical Holders from Q3 2017 to Q4 2025

Symbol
CG on Nasdaq
Type / Class
Equity / Common Stock
Shares outstanding
358,111,643
All holders as of 30 Sep 2025
Q3 2025
Total 13F shares, excl. options
227,556,696
Holdings value
$14,263,860,777
% of all portfolios
0.01%
Number of holders
622
Number of buys
327
Number of sells
230
Average buys %
+0%
Average sells %
-0%
Reported Shares, Excluding Options vs Price
Reported Value, Excluding Options
Total Investors

Significant Owners of Carlyle Group Inc. - Common Stock (CG) based on Schedule 13D/G filings

Filer Ownership Change % Holdings Value Net Change Nb Shares Change % Reporting Name Report Period
D'Aniello Daniel A. 9% $1,177,623,615 32,504,102 Daniel A. D'Aniello 31 Mar 2025
CONWAY WILLIAM E JR 8.3% $1,086,887,102 29,999,644 William E. Conway, Jr. 31 Mar 2025
Rubenstein David M. 8.1% $1,059,714,602 29,249,644 David M. Rubenstein 31 Mar 2025
Capital World Investors 5.6% +14% $1,291,894,914 +$147,449,070 20,054,252 +13% Capital World Investors 30 Jun 2025
As of 30 Sep 2025 Carlyle Group Inc. - Common Stock (CG) has 622 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC). These institutions hold a total of 227,556,696 shares of 358,111,643 outstanding shares and own 64% of the company stock as of 30 Sep 2025.

Top 25 institutional shareholders of Carlyle Group Inc. - Common Stock (CG) own 51% of the company based on 13F filings as of 30 Sep 2025

Filer Ownership Nb Shares Share Change % Portfolio % Holdings Value
BlackRock, Inc. 9.1% 32,501,422 +3.4% 0.04% $2,037,839,143
VANGUARD GROUP INC 7.1% 25,434,009 +2.9% 0.02% $1,594,712,365
Capital World Investors 5.6% 19,975,883 +0.09% 0.17% $1,252,487,864
HARRIS ASSOCIATES L P 3.1% 10,928,150 -3.4% 1.1% $685,194,989
MORGAN STANLEY 2.8% 10,105,720 +11% 0.04% $633,628,775
STATE STREET CORP 2.8% 9,942,135 +21% 0.02% $623,371,865
WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC 2.4% 8,748,975 -12% 1.4% $548,560,716
MASSACHUSETTS FINANCIAL SERVICES CO /MA/ 2.1% 7,618,075 +6.7% 0.15% $477,653,302
Boston Partners 1.7% 6,170,124 -9.1% 0.4% $386,834,358
ALKEON CAPITAL MANAGEMENT LLC 1.7% 5,941,316 0% 1.7% $372,520,514
MILLENNIUM MANAGEMENT LLC 1.4% 4,930,069 +148% 0.24% $309,115,326
GEODE CAPITAL MANAGEMENT, LLC 1.4% 4,920,746 +15% 0.02% $307,744,233
ARIEL INVESTMENTS, LLC 1.2% 4,233,386 -10% 2.8% $265,433,302
UBS Group AG 1.1% 4,037,257 +11% 0.05% $253,136,013
Legal & General Group Plc 0.86% 3,083,600 -8.4% 0.04% $193,341,741
DIMENSIONAL FUND ADVISORS LP 0.82% 2,953,861 -0.79% 0.04% $185,271,503
AMERIPRISE FINANCIAL INC 0.74% 2,639,897 -4.7% 0.04% $165,521,529
Beutel, Goodman & Co Ltd. 0.73% 2,622,212 -5.4% 0.99% $164,412,000
NORTHERN TRUST CORP 0.72% 2,569,724 +12% 0.02% $161,121,695
Bank of New York Mellon Corp 0.65% 2,319,956 +2.4% 0.03% $145,461,239
ROYAL BANK OF CANADA 0.63% 2,269,053 -32% 0.03% $142,270,000
FRONTIER CAPITAL MANAGEMENT CO LLC 0.62% 2,203,897 +17% 1.2% $138,184,356
BANK OF AMERICA CORP /DE/ 0.55% 1,958,592 +4.7% 0.01% $122,803,695
Capital International Investors 0.48% 1,705,518 -18% 0.02% $106,935,979
UBS AM, A DISTINCT BUSINESS UNIT OF UBS ASSET MANAGEMENT AMERICAS LLC 0.38% 1,349,922 -14% 0.02% $84,640,110

Institutional Holders of Carlyle Group Inc. - Common Stock (CG) across Reporting Periods

Period Reported Shares, Excl. Options Value, Excl. Options Value Change Price Investors
2025 Q4 659,341 $38,973,534 -$5,464,442 $59.11 9
2025 Q3 227,556,696 $14,263,860,777 -$73,547,336 $62.70 622
2025 Q2 229,946,027 $11,823,031,752 +$283,785,278 $51.40 564
2025 Q1 225,194,927 $9,805,437,791 +$399,366,788 $43.59 516
2024 Q4 215,482,011 $10,883,320,164 +$431,760,909 $50.49 555
2024 Q3 206,969,766 $8,928,356,631 -$85,958,812 $43.06 519
2024 Q2 210,260,238 $8,440,386,024 +$200,414,930 $40.15 507
2024 Q1 182,501,907 $8,555,378,954 +$7,011,323 $46.91 509
2023 Q4 138,575 $5,638,774 -$658,697 $40.69 5
2023 Q3 184,023,242 $5,550,462,602 +$73,058,034 $30.16 401
2023 Q2 199,217,693 $6,365,125,597 +$71,209,450 $31.95 384
2023 Q1 198,592,379 $6,166,641,147 -$26,228,780 $31.06 416
2022 Q4 199,777,773 $5,962,535,690 +$216,896,681 $29.84 416
2022 Q3 194,463,134 $5,026,400,947 +$57,389,863 $25.84 395
2022 Q2 188,562,994 $5,967,327,430 -$39,883,568 $31.66 418
2022 Q1 188,269,198 $9,201,092,442 +$477,621,521 $48.91 459
2021 Q4 178,463,547 $9,795,357,234 +$429,562,260 $54.90 446
2021 Q3 171,062,235 $8,088,256,627 +$1,436,444,702 $47.28 387
2021 Q2 140,702,143 $6,539,688,772 +$588,588,641 $46.48 335
2021 Q1 127,853,786 $4,699,165,383 +$210,690,667 $36.76 307
2020 Q4 122,038,777 $3,836,952,179 +$256,213,740 $31.44 280
2020 Q3 113,645,823 $2,803,845,915 +$77,468,659 $24.67 255
2020 Q2 110,781,986 $3,090,569,331 +$916,551,314 $27.90 238
2020 Q1 79,113,151 $1,712,531,388 +$1,646,810,371 $21.65 184
2019 Q4 2,062,569 $66,169,304 +$65,873,090 $32.08 24
2019 Q3 3,344 $105,908 -$10,044 $35.78 2
2019 Q2 3,737 $107,889 +$68 $34.31 2
2019 Q1 3,734 $95,981 +$146 $32.14 2
2018 Q4 2,726 $42,940 +$110 $15.75 1
2018 Q3 2,719 $61,314 +$68 $22.55 1
2018 Q2 2,716 $57,852 +$85 $21.30 1
2018 Q1 2,712 $57,907 +$85 $21.35 1
2017 Q4 2,708 $62,011 +$3,618 $22.90 1
2017 Q3 2,550 $60,180 +$60,180 $23.60 1