Security key
14309L102
- Security type / class
- Equity / COM
- Total 13F shares
- 2,529,067
- Total 13F value
- $92,969,000
- Share change
- -52,353
- SEC-reported price per share
- $36.76
- Number of holders
- 3
- Value change
- -$1,924,560
- Number of buys
- 1
- Number of sells
- 1
Report period
Q1 2021
Institutions
3
Top holders
3
CG full security history
Ownership snapshot
Full 13F holder table
Newer quarter: Q2 2021
Previous quarter: Q4 2020
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
Vulcan Value Partners, LLC
Disclosed value leader
Vulcan Value Partners, LLC
Comparable rows
15/15
Latest evidence
31 Dec 2020
13F
Lead comparable stake: 7.1%
Showing 1-6 of 15 holder rows.
Quick read
Vulcan Value Partners, LLC leads the comparable SEC ownership view at 7.1%.
15 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 Vulcan Value Partners, LLC's linked filing trail.
Comparable ownership
Top 5
Vulcan Value Partners, LLC
7.1%
VANGUARD GROUP INC
4.2%
MORGAN STANLEY
3.1%
Capital World Investors
2.5%
BlackRock Finance, Inc.
1.9%
Ownership % is shown only when SEC disclosures are safely comparable across share classes.
Detailed SEC evidence table Showing 1-6 of 15 holder rows
| Holder | Evidence | Ownership % | Position | 12M Net Δ | As of |
|---|---|---|---|---|---|
| Vulcan Value Partners, LLC |
13F
Company
|
7.1%
|
$799,182,000
25,419,289 shares
|
— | 31 Dec 2020 |
| VANGUARD GROUP INC |
13F
Company
|
4.2%
|
$478,917,000
15,232,712 shares
|
— | 31 Dec 2020 |
| MORGAN STANLEY |
13F
Company
|
3.1%
|
$352,021,000
11,196,608 shares
|
— | 31 Dec 2020 |
| Capital World Investors |
13F
Company
|
2.5%
|
$285,735,000
9,088,274 shares
|
— | 31 Dec 2020 |
| BlackRock Finance, Inc. |
13F
Company
|
1.9%
|
$213,302,000
6,784,442 shares
|
— | 31 Dec 2020 |
| ALKEON CAPITAL MANAGEMENT LLC |
13F
Company
|
1.6%
|
$184,138,000
5,856,812 shares
|
— | 31 Dec 2020 |
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 Q1 2021
Investor-level positions for this CUSIP, loaded as an interactive table.
Institutions
3
Shares
2,529,067
Rows available
3
| 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 Q1 2021 vs Q4 2020 Across Filers
Q4 2020 holders
3
Q1 2021 holders
3
Holder diff
0
| Investor | Q4 2020 Shares | Q1 2021 Shares | Share Diff | Share Chg % | Q4 2020 value | Q1 2021 value | Value change | Value Chg % |
|---|
Trend: ostatnie 8 kwartałów (+ wybrane okresy porównania).
Quarterly Holders Trend
Quarterly Value Trend
Quarterly Shares Trend