Security key
14309L102
- Security type / class
- Equity / COM
- Total 13F shares
- 44,929,523
- Total 13F value
- $1,013,126,795
- Share change
- +3,602,063
- Put/Call ratio
- 41%
- SEC-reported price per share
- $22.55
- Number of holders
- 166
- Value change
- +$81,772,242
- Number of buys
- 78
- Number of sells
- 61
Open additional details 1 more signal available
Report period
Q3 2018
Institutions
166
Top holders
10
CG full security history
Ownership snapshot
Full 13F holder table
Newer quarter: Q4 2018
Previous quarter: Q2 2018
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 Jun 2018
13F
Highest disclosed value: $160,004,000
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 $160M.
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
$160M
BANK OF AMERICA CORP /DE/
$70.27M
Artemis Investment Management LLP
$69.66M
BAMCO INC /NY/
$69.38M
ALKEON CAPITAL MANAGEMENT LLC
$44.86M
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
|
$160,004,000
7,511,941 shares
|
— | 30 Jun 2018 |
| BANK OF AMERICA CORP /DE/ |
13F
Company
|
—
class O/S missing
|
$70,269,000
3,299,013 shares
|
— | 30 Jun 2018 |
| Artemis Investment Management LLP |
13F
Company
|
—
class O/S missing
|
$69,656,000
3,273,762 shares
|
— | 30 Jun 2018 |
| BAMCO INC /NY/ |
13F
Company
|
—
class O/S missing
|
$69,376,000
3,257,075 shares
|
— | 30 Jun 2018 |
| ALKEON CAPITAL MANAGEMENT LLC |
13F
Company
|
—
class O/S missing
|
$44,862,000
2,106,228 shares
|
— | 30 Jun 2018 |
| JPMORGAN CHASE & CO |
13F
Company
|
—
class O/S missing
|
$32,513,000
1,526,428 shares
|
— | 30 Jun 2018 |
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 Q3 2018
Investor-level positions for this CUSIP, loaded as an interactive table.
Institutions
166
Shares
44,929,523
Rows available
166
| 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 Q3 2018 vs Q2 2018 Across Filers
Q2 2018 holders
159
Q3 2018 holders
166
Holder diff
7
| Investor | Q2 2018 Shares | Q3 2018 Shares | Share Diff | Share Chg % | Q2 2018 value | Q3 2018 value | Value change | Value Chg % |
|---|
Trend: ostatnie 8 kwartałów (+ wybrane okresy porównania).
Quarterly Holders Trend
Quarterly Value Trend
Quarterly Shares Trend