Security key
14309L102
- Security type / class
- Equity / COM
- Total 13F shares
- 41,168,780
- Total 13F value
- $942,714,083
- Share change
- +3,044,245
- Put/Call ratio
- 116%
- SEC-reported price per share
- $22.90
- Number of holders
- 169
- Value change
- +$69,620,045
- Number of buys
- 78
- Number of sells
- 59
Open additional details 1 more signal available
Report period
Q4 2017
Institutions
169
Top holders
10
CG full security history
Ownership snapshot
Full 13F holder table
Newer quarter: Q1 2018
Previous quarter: Q3 2017
Carlyle Group Inc. SEC filings
Carlyle Group Inc. company facts
Carlyle Group Inc. 13D/G history
Broader feeds
Reporting periods
Holder history for CUSIP 14309L102
Recent filing periods:
Ownership snapshot
Top reported holders of CG - The Carlyle Group - COM (13F + 13D/G + 3/4/5)
Grouped by holder across the latest SEC ownership disclosures. Start with comparable ownership when available, then verify the linked 13F, 13D/G, or 3/4/5 evidence.
Comparable stake leader
MORGAN STANLEY
Disclosed value leader
MORGAN STANLEY
Comparable rows
0/15
Latest evidence
30 Sep 2017
13F
Highest disclosed value: $135,269,000
15 rows are not safely comparable across share classes.
Showing 1-6 of 15 holder rows.
Quick read
MORGAN STANLEY has the largest disclosed position value at $135.27M.
0 of 15 rows have a safely comparable ownership percentage. Use this as a filing-backed starting point, then open the detailed table for source links, reporting role, position value, share count, and filing date.
Open SEC evidence
Opens MORGAN STANLEY's linked filing trail.
Disclosed position value
Top 5
MORGAN STANLEY
$135.27M
BAMCO INC /NY/
$133.69M
BANK OF AMERICA CORP /DE/
$86.27M
Artemis Investment Management LLP
$66.68M
FMR LLC
$36.05M
Value bars compare disclosed positions; verify each figure against the linked filing evidence.
Detailed SEC evidence table Showing 1-6 of 15 holder rows
| Holder | Evidence | Ownership % | Position | 12M Net Δ | As of |
|---|---|---|---|---|---|
| MORGAN STANLEY |
13F
Company
|
—
class O/S missing
|
$135,269,000
5,731,722 shares
|
— | 30 Sep 2017 |
| BAMCO INC /NY/ |
13F
Company
|
—
class O/S missing
|
$133,694,000
5,665,005 shares
|
— | 30 Sep 2017 |
| BANK OF AMERICA CORP /DE/ |
13F
Company
|
—
class O/S missing
|
$86,274,000
3,655,648 shares
|
— | 30 Sep 2017 |
| Artemis Investment Management LLP |
13F
Company
|
—
class O/S missing
|
$66,675,000
2,828,093 shares
|
— | 30 Sep 2017 |
| FMR LLC |
13F
Company
|
—
class O/S missing
|
$36,051,000
1,527,605 shares
|
— | 30 Sep 2017 |
| DEUTSCHE BANK AG\ |
13F
Company
|
—
class O/S missing
|
$35,138,000
1,488,925 shares
|
— | 30 Sep 2017 |
How to read this table
Rows are grouped by holder and ranked first by SEC-reported ownership % when it is safely comparable, then by disclosed holdings value. — indicates unavailable or non-comparable values; "mixed-class rows" means the latest filing spans non-comparable classes.
13F holder rows
Institutional holders as of Q4 2017
Investor-level positions for this CUSIP, loaded as an interactive table.
Institutions
169
Shares
41,168,780
Rows available
169
| Investor | Option | Weight % | Change % | SEC-reported value | * Price | Shares | Share Change | Activity | Report Period |
|---|
* SEC-reported price is the security price as of the portfolio date and can indicate the last known price at which the security was still held. The marker flags a reported price that did not pass the local price check.
Compare Q4 2017 vs Q3 2017 Across Filers
Q3 2017 holders
153
Q4 2017 holders
169
Holder diff
16
| Investor | Q3 2017 Shares | Q4 2017 Shares | Share Diff | Share Chg % | Q3 2017 value | Q4 2017 value | Value change | Value Chg % |
|---|
Trend: ostatnie 8 kwartałów (+ wybrane okresy porównania).
Quarterly Holders Trend
Quarterly Value Trend
Quarterly Shares Trend