Latest Period
Q1 2026
Security Snapshot
The Carlyle Group - COM (CG) Institutional Ownership
CUSIP: 14309L102
13F Institutional Holders and Ownership History from Q1 2014 to Q1 2026
Institutions Reporting
2
Shares (Excl. Options)
28,792
Price
$40.19
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- Security type / class
- Equity / COM
- Symbol
- CG on Nasdaq
- All holders as of 31 Mar 2026
- Q1 2026
- Total 13F shares
- 28,792
- Total 13F value
- $1,393,032
- Share change
- 0
- Number of holders
- 2
- SEC-reported price per share
- $40.19
Latest holder snapshot
3 signals
Issuer context
Names, identifiers, and filing context for this profile.
1 identity field
13F Shares, Excluding Options vs Price
13F Value, Excluding Options
Total Investors
Key facts
- CG - The Carlyle Group - COM is tracked under CUSIP 14309L102.
- 2 institutions reported positions in Q1 2026.
- Schedule 13D/13G significant owner rows are not currently available.
Change
- Holder count moved from 2 to 2 between Q4 2025 and Q1 2026.
- SEC-reported value moved from $1,702,032 to $1,393,032.
Research use
- You can quickly see who holds this security, then open quarter and manager detail pages for full evidence.
- 13F and Schedule 13D/13G sections are kept together so you can cross-check institutional and beneficial ownership context.
Evidence
Source: SEC Form 13F
Open SEC evidence
Latest holder context comes from 2 institutions filings for Q1 2026.
Security key
14309L102
Latest holder period
Q1 2026
13F holders
2
13D/G owners
0
CIK / CUSIP context first
Open Q1 2026 holders
CG full holder history
Carlyle Group Inc. SEC filings
Carlyle Group Inc. company facts
Carlyle Group Inc. insider transactions
Carlyle Group Inc. 13D/G history
Broader feeds
Recent Quarterly Holder Reports
Open recent reporting periods for CUSIP 14309L102:
As of 31 Mar 2026, 2 institutional investors reported holding 28,792 shares of The Carlyle Group - COM (CG).
Quarter history
Institutional holders across reporting periods
Holder count, reported shares/value, and median price by quarter.
Periods
49
Latest
Q1 2026
Rows shown
1-25 of 49
| Period | 13F Shares, Excl. Options | Value, Excl. Options | Value Change | Price (Median) | Investors |
|---|---|---|---|---|---|
| 2026 Q1 | 28,792 | $1,393,032 | $40.19 | 2 | |
| 2025 Q4 | 28,792 | $1,702,032 | -$2,956 | $45.56 | 2 |
| 2025 Q3 | 28,842 | $1,808,032 | -$239,470 | $47.34 | 2 |
| 2025 Q2 | 1 | $32 | $32.00 | 1 | |
| 2025 Q1 | 32,662 | $1,424,032 | -$16,088 | $37.80 | 2 |
| 2024 Q4 | 33,031 | $1,668,032 | -$5,555 | $41.25 | 2 |
| 2024 Q3 | 33,141 | $1,427,032 | $37.53 | 2 | |
| 2024 Q2 | 33,141 | $1,331,032 | $36.08 | 2 | |
| 2024 Q1 | 33,141 | $1,555,032 | +$227,807 | $39.46 | 2 |
| 2023 Q4 | 28,286 | $1,151,032 | -$3,662 | $36.35 | 2 |
| 2023 Q3 | 28,376 | $856,032 | -$1,508 | $31.08 | 2 |
| 2023 Q2 | 28,426 | $908,032 | -$33,765 | $31.97 | 2 |
| 2023 Q1 | 29,483 | $916,032 | -$18,480,734 | $31.53 | 2 |
| 2022 Q4 | 648,758 | $19,359,152 | -$191,973 | $29.85 | 3 |
| 2022 Q3 | 655,190 | $16,930,000 | -$44,445 | $25.84 | 2 |
| 2022 Q2 | 656,910 | $20,798,000 | -$59,368 | $31.66 | 2 |
| 2022 Q1 | 658,883 | $32,225,000 | +$30,630,038 | $48.91 | 3 |
| 2021 Q4 | 32,635 | $1,786,033 | -$29,103 | $27.61 | 2 |
| 2021 Q3 | 33,056 | $1,583,000 | +$47,000 | $23523.23 | 2 |
| 2021 Q2 | 33,055 | $1,536,000 | -$91,754,000 | $46.47 | 1 |
| 2021 Q1 | 2,529,067 | $92,969,000 | -$1,924,560 | $36.76 | 3 |
| 2020 Q4 | 2,581,420 | $81,160,000 | -$5,899,711 | $31.44 | 3 |
| 2020 Q3 | 2,769,070 | $68,313,000 | -$11,052,128 | $24.68 | 3 |
| 2020 Q2 | 3,210,217 | $89,569,977 | +$371,644 | $27.90 | 5 |
| 2020 Q1 | 3,196,812 | $69,214,978 | -$1,618,149,177 | $21.65 | 5 |