Security key
14309L102
- Type / Class
- Equity / COM
- Total 13F shares
- 32,662
- Share change
- -369
- Total reported value
- $1,424,032
- Price per share
- $37.80
- Number of holders
- 2
- Value change
- -$16,088
- Number of sells
- 1
Report period
Q1 2025
Institutions
2
Top holders
2
CG full security history
Newer quarter: Q2 2025
Previous quarter: Q4 2024
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:
Top shareholders of CG - The Carlyle Group - COM (13F + 13D/G + 3/4/5)
Grouped by holder across the latest SEC ownership disclosures. Ownership % is shown only when it is directly reported or safely comparable across share classes.
Methodology: 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.
| Holder | Source | Role / Reporting | Ownership % | Shares | Holdings Value | 12M Net Δ | As of | Details |
|---|---|---|---|---|---|---|---|---|
| Daniel A. D'Aniello |
3/4/5
13D/G
|
Director |
9%
from 13D/G
|
32,504,102
|
$1,712,641,134 | — | 12 Nov 2024 | |
| William E. Conway Jr. |
13D/G
|
— |
8.3%
|
29,999,644
|
$1,170,886,105 | $0 | 31 Mar 2025 | |
| David M. Rubenstein |
13D/G
|
— |
8.1%
|
29,249,644
|
$1,141,613,605 | $0 | 31 Mar 2025 | |
| BlackRock, Inc. |
13F
|
Company |
6.7%
|
24,013,520
|
$1,212,442,617 | — | 31 Dec 2024 | |
| VANGUARD GROUP INC |
13F
|
Company |
6.4%
|
23,161,423
|
$1,169,420,248 | — | 31 Dec 2024 | |
| Capital World Investors |
13F
|
Company |
5.5%
|
19,778,358
|
$998,609,295 | — | 31 Dec 2024 | |
| WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC |
13F
|
Company |
3.7%
|
13,249,941
|
$668,989,529 | — | 31 Dec 2024 | |
| MORGAN STANLEY |
13F
|
Company |
3.2%
|
11,344,252
|
$572,771,372 | — | 31 Dec 2024 | |
| STATE STREET CORP |
13F
|
Company |
2.2%
|
7,785,693
|
$393,101,668 | — | 31 Dec 2024 | |
| Boston Partners |
13F
|
Company |
2%
|
7,102,085
|
$358,687,123 | — | 31 Dec 2024 | |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ |
13F
|
Company |
1.8%
|
6,351,432
|
$320,683,802 | — | 31 Dec 2024 | |
| Vulcan Value Partners, LLC |
13F
|
Company |
1.5%
|
5,333,596
|
$269,327,699 | — | 31 Dec 2024 | |
| ALKEON CAPITAL MANAGEMENT LLC |
13F
|
Company |
1.5%
|
5,244,455
|
$264,792,533 | — | 31 Dec 2024 | |
| ARIEL INVESTMENTS, LLC |
13F
|
Company |
1.4%
|
4,910,736
|
$247,943,060 | — | 31 Dec 2024 | |
| GEODE CAPITAL MANAGEMENT, LLC |
13F
|
Company |
1.1%
|
3,888,522
|
$195,965,622 | — | 31 Dec 2024 | |
| Legal & General Group Plc |
13F
|
Company |
0.93%
|
3,356,917
|
$169,490,756 | — | 31 Dec 2024 | |
| UBS Group AG |
13F
|
Company |
0.89%
|
3,201,433
|
$161,640,354 | — | 31 Dec 2024 | |
| HARRIS ASSOCIATES L P |
13F
|
Company |
0.89%
|
3,186,743
|
$160,898,630 | — | 31 Dec 2024 | |
| Beutel, Goodman & Co Ltd. |
13F
|
Company |
0.79%
|
2,841,072
|
$143,445,000 | — | 31 Dec 2024 | |
| FMR LLC |
13F
|
Company |
0.71%
|
2,556,432
|
$129,074,231 | — | 31 Dec 2024 | |
| FRONTIER CAPITAL MANAGEMENT CO LLC |
13F
|
Company |
0.68%
|
2,455,963
|
$124,001,566 | — | 31 Dec 2024 | |
| Amundi |
13F
|
Individual |
0.66%
|
2,364,231
|
$123,672,923 | — | 31 Dec 2024 | |
| Bank of New York Mellon Corp |
13F
|
Company |
0.65%
|
2,350,238
|
$118,663,532 | — | 31 Dec 2024 | |
| DIMENSIONAL FUND ADVISORS LP |
13F
|
Company |
0.63%
|
2,260,505
|
$114,133,590 | — | 31 Dec 2024 | |
| AMERIPRISE FINANCIAL INC |
13F
|
Company |
0.62%
|
2,237,249
|
$112,958,732 | — | 31 Dec 2024 | |
| NORTHERN TRUST CORP |
13F
|
Company |
0.61%
|
2,205,181
|
$111,339,589 | — | 31 Dec 2024 | |
| Capital International Investors |
13F
|
Company |
0.57%
|
2,053,464
|
$103,679,397 | — | 31 Dec 2024 | |
| ARGENT CAPITAL MANAGEMENT LLC |
13F
|
Company |
0.55%
|
1,995,109
|
$100,733,042 | — | 31 Dec 2024 | |
| BAMCO INC /NY/ |
13F
|
Company |
0.52%
|
1,867,253
|
$94,277,604 | — | 31 Dec 2024 | |
| RAYMOND JAMES FINANCIAL INC |
13F
|
Company |
0.46%
|
1,659,413
|
$83,783,713 | — | 31 Dec 2024 | |
| BALYASNY ASSET MANAGEMENT L.P. |
13F
|
Company |
0.44%
|
1,579,178
|
$79,732,697 | — | 31 Dec 2024 | |
| Davis Asset Management, L.P. |
13F
|
Company |
0.42%
|
1,500,000
|
$75,735,000 | — | 31 Dec 2024 | |
| MILLENNIUM MANAGEMENT LLC |
13F
|
Company |
0.42%
|
1,493,167
|
$75,390,002 | — | 31 Dec 2024 | |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC |
13F
|
Company |
0.39%
|
1,406,201
|
$70,999,088 | — | 31 Dec 2024 | |
| MARKEL GROUP INC. |
13F
|
Company |
0.37%
|
1,327,000
|
$67,000,230 | — | 31 Dec 2024 | |
| NATIONAL BANK OF CANADA /FI/ |
13F
|
Company |
0.37%
|
1,318,766
|
$66,594,957 | — | 31 Dec 2024 | |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC |
13F
|
Company |
0.32%
|
1,163,334
|
$58,736,736 | — | 31 Dec 2024 | |
| Russell Investments Group, Ltd. |
13F
|
Company |
0.3%
|
1,091,923
|
$55,131,687 | — | 31 Dec 2024 | |
| DEUTSCHE BANK AG\ |
13F
|
Company |
0.29%
|
1,041,816
|
$52,601,290 | — | 31 Dec 2024 | |
| JPMORGAN CHASE & CO |
13F
|
Company |
0.27%
|
979,411
|
$49,450,461 | — | 31 Dec 2024 | |
| BROWN ADVISORY INC |
13F
|
Company |
0.25%
|
882,176
|
$44,541,067 | — | 31 Dec 2024 | |
| NORGES BANK |
13F
|
Company |
0.25%
|
882,006
|
$44,532,483 | — | 31 Dec 2024 | |
| GOLDMAN SACHS GROUP INC |
13F
|
Company |
0.23%
|
812,441
|
$41,020,146 | — | 31 Dec 2024 | |
| BANK OF AMERICA CORP /DE/ |
13F
|
Company |
0.21%
|
764,394
|
$38,594,232 | — | 31 Dec 2024 | |
| Polaris Capital Management, LLC |
13F
|
Company |
0.21%
|
745,000
|
$37,615,050 | — | 31 Dec 2024 | |
| LGT CAPITAL PARTNERS LTD. |
13F
|
Company |
0.21%
|
741,000
|
$37,413,090 | — | 31 Dec 2024 | |
| CITADEL ADVISORS LLC |
13F
|
Company |
0.2%
|
704,537
|
$35,572,073 | — | 31 Dec 2024 | |
| PRIVATE MANAGEMENT GROUP INC |
13F
|
Company |
0.19%
|
697,950
|
$35,239,495 | — | 31 Dec 2024 | |
| Invesco Ltd. |
13F
|
Company |
0.18%
|
650,735
|
$32,855,609 | — | 31 Dec 2024 | |
| RHUMBLINE ADVISERS |
13F
|
Company |
0.17%
|
605,842
|
$30,588,915 | — | 31 Dec 2024 |
Institutional Holders of The Carlyle Group - COM (CG) as of Q1 2025
As of 31 Mar 2025,
The Carlyle Group - COM (CG) was held by
2 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
32,662 shares.
The largest 2 holders included
TANAKA CAPITAL MANAGEMENT INC and HUNTINGTON NATIONAL BANK.
This page lists
2
institutional shareholders reporting positions in this security
for the Q1 2025 filing period.
| Investor | Option | Weight % | Change % | Value $ | * Price | Shares | Share Change | Activity | Report Period |
|---|
Compare Q1 2025 vs Q4 2024 Across Filers
Q4 2024 holders
2
Q1 2025 holders
2
Holder diff
0
| Investor | Q4 2024 Shares | Q1 2025 Shares | Share Diff | Share Chg % | Q4 2024 Value $ | Q1 2025 Value $ | Value Diff $ | Value Chg % |
|---|
Trend: ostatnie 8 kwartałów (+ wybrane okresy porównania).
Quarterly Holders Trend
Quarterly Value Trend
Quarterly Shares Trend
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.
An asterisk sign (*) next to the price indicates that the price is likely invalid.