Security key
14309L102
- Security type / class
- Equity / COM
- Total 13F shares
- 32,635
- Total 13F value
- $1,786,033
- Share change
- -530
- SEC-reported price per share
- $27.61
- Number of holders
- 2
- Value change
- -$29,103
- Number of sells
- 1
Report period
Q4 2021
Institutions
2
Top holders
2
CG full security history
Ownership snapshot
Full 13F holder table
Newer quarter: Q1 2022
Previous quarter: Q3 2021
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
Capital World Investors
Disclosed value leader
Capital World Investors
Comparable rows
15/15
Latest evidence
30 Sep 2021
13F
Lead comparable stake: 5.4%
Showing 1-6 of 15 holder rows.
Quick read
Capital World Investors leads the comparable SEC ownership view at 5.4%.
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 Capital World Investors's linked filing trail.
Comparable ownership
Top 5
Capital World Investors
5.4%
VANGUARD GROUP INC
5.1%
Vulcan Value Partners, LLC
4.8%
MORGAN STANLEY
4.7%
BlackRock Finance, Inc.
2.2%
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 |
|---|---|---|---|---|---|
| Capital World Investors |
13F
Company
|
5.4%
|
$913,363,000
19,318,159 shares
|
— | 30 Sep 2021 |
| VANGUARD GROUP INC |
13F
Company
|
5.1%
|
$866,143,000
18,319,454 shares
|
— | 30 Sep 2021 |
| Vulcan Value Partners, LLC |
13F
Company
|
4.8%
|
$811,438,000
17,162,398 shares
|
— | 30 Sep 2021 |
| MORGAN STANLEY |
13F
Company
|
4.7%
|
$805,993,000
17,047,259 shares
|
— | 30 Sep 2021 |
| BlackRock Finance, Inc. |
13F
Company
|
2.2%
|
$377,986,000
7,994,579 shares
|
— | 30 Sep 2021 |
| ALKEON CAPITAL MANAGEMENT LLC |
13F
Company
|
2.1%
|
$363,252,000
7,682,985 shares
|
— | 30 Sep 2021 |
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 2021
Investor-level positions for this CUSIP, loaded as an interactive table.
Institutions
2
Shares
32,635
Rows available
2
| 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 2021 vs Q3 2021 Across Filers
Q3 2021 holders
2
Q4 2021 holders
2
Holder diff
0
| Investor | Q3 2021 Shares | Q4 2021 Shares | Share Diff | Share Chg % | Q3 2021 value | Q4 2021 value | Value change | Value Chg % |
|---|
Trend: ostatnie 8 kwartałów (+ wybrane okresy porównania).
Quarterly Holders Trend
Quarterly Value Trend
Quarterly Shares Trend