Security key
14309L102
- Type / Class
- Equity / COM
- Total 13F shares
- 1
- Share change
- 0
- Total reported value
- $32
- Price per share
- $32.00
- Number of holders
- 1
Report period
Q2 2025
Institutions
1
Top holders
1
CG full security history
Newer quarter: Q3 2025
Previous quarter: Q1 2025
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 |
8.1%
|
29,261,523
|
$1,275,509,790 | — | 31 Mar 2025 | |
| VANGUARD GROUP INC |
13F
|
Company |
6.8%
|
24,292,937
|
$1,058,929,123 | — | 31 Mar 2025 | |
| Capital World Investors |
13F
|
Company |
4.9%
|
17,718,231
|
$772,337,689 | — | 31 Mar 2025 | |
| WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC |
13F
|
Company |
3.4%
|
12,171,478
|
$530,554,729 | — | 31 Mar 2025 | |
| MORGAN STANLEY |
13F
|
Company |
2.8%
|
9,961,726
|
$434,231,720 | — | 31 Mar 2025 | |
| HARRIS ASSOCIATES L P |
13F
|
Company |
2.4%
|
8,787,043
|
$383,027,204 | — | 31 Mar 2025 | |
| STATE STREET CORP |
13F
|
Company |
2.2%
|
7,843,197
|
$341,884,957 | — | 31 Mar 2025 | |
| Boston Partners |
13F
|
Company |
1.9%
|
6,924,066
|
$301,686,393 | — | 31 Mar 2025 | |
| MILLENNIUM MANAGEMENT LLC |
13F
|
Company |
1.9%
|
6,891,525
|
$300,401,575 | — | 31 Mar 2025 | |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ |
13F
|
Company |
1.9%
|
6,827,559
|
$297,613,296 | — | 31 Mar 2025 | |
| ALKEON CAPITAL MANAGEMENT LLC |
13F
|
Company |
1.5%
|
5,241,316
|
$228,468,965 | — | 31 Mar 2025 | |
| Vulcan Value Partners, LLC |
13F
|
Company |
1.4%
|
5,180,438
|
$225,906,736 | — | 31 Mar 2025 | |
| ARIEL INVESTMENTS, LLC |
13F
|
Company |
1.3%
|
4,839,213
|
$210,941,295 | — | 31 Mar 2025 | |
| UBS Group AG |
13F
|
Company |
1.3%
|
4,769,956
|
$207,922,382 | — | 31 Mar 2025 | |
| GEODE CAPITAL MANAGEMENT, LLC |
13F
|
Company |
1.1%
|
4,056,410
|
$176,412,465 | — | 31 Mar 2025 | |
| Legal & General Group Plc |
13F
|
Company |
0.87%
|
3,118,873
|
$135,951,659 | — | 31 Mar 2025 | |
| Beutel, Goodman & Co Ltd. |
13F
|
Company |
0.79%
|
2,853,199
|
$124,370,000 | — | 31 Mar 2025 | |
| AMERIPRISE FINANCIAL INC |
13F
|
Company |
0.76%
|
2,722,737
|
$118,684,107 | — | 31 Mar 2025 | |
| FRONTIER CAPITAL MANAGEMENT CO LLC |
13F
|
Company |
0.73%
|
2,633,914
|
$114,812,320 | — | 31 Mar 2025 | |
| FMR LLC |
13F
|
Company |
0.72%
|
2,584,781
|
$112,670,595 | — | 31 Mar 2025 | |
| DIMENSIONAL FUND ADVISORS LP |
13F
|
Company |
0.66%
|
2,365,374
|
$103,096,033 | — | 31 Mar 2025 | |
| Bank of New York Mellon Corp |
13F
|
Company |
0.63%
|
2,276,666
|
$99,239,876 | — | 31 Mar 2025 | |
| NORTHERN TRUST CORP |
13F
|
Company |
0.61%
|
2,195,250
|
$95,690,947 | — | 31 Mar 2025 | |
| Capital International Investors |
13F
|
Company |
0.57%
|
2,059,785
|
$89,786,028 | — | 31 Mar 2025 | |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC |
13F
|
Company |
0.45%
|
1,604,610
|
$69,944,950 | — | 31 Mar 2025 | |
| BAMCO INC /NY/ |
13F
|
Company |
0.44%
|
1,587,053
|
$69,179,640 | — | 31 Mar 2025 | |
| BANK OF AMERICA CORP /DE/ |
13F
|
Company |
0.42%
|
1,514,720
|
$66,026,640 | — | 31 Mar 2025 | |
| Davis Asset Management, L.P. |
13F
|
Company |
0.42%
|
1,500,000
|
$65,385,000 | — | 31 Mar 2025 | |
| RAYMOND JAMES FINANCIAL INC |
13F
|
Company |
0.41%
|
1,491,522
|
$65,015,437 | — | 31 Mar 2025 | |
| Amundi |
13F
|
Individual |
0.4%
|
1,444,156
|
$55,903,279 | — | 31 Mar 2025 | |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC |
13F
|
Company |
0.4%
|
1,427,171
|
$62,210,384 | — | 31 Mar 2025 | |
| MARKEL GROUP INC. |
13F
|
Company |
0.37%
|
1,327,000
|
$57,843,930 | — | 31 Mar 2025 | |
| GOLDMAN SACHS GROUP INC |
13F
|
Company |
0.32%
|
1,144,974
|
$49,909,402 | — | 31 Mar 2025 | |
| JPMORGAN CHASE & CO |
13F
|
Company |
0.29%
|
1,046,577
|
$45,620,290 | — | 31 Mar 2025 | |
| Russell Investments Group, Ltd. |
13F
|
Company |
0.29%
|
1,026,231
|
$44,726,640 | — | 31 Mar 2025 | |
| NORGES BANK |
13F
|
Company |
0.27%
|
959,179
|
$41,810,613 | — | 31 Mar 2025 | |
| PRIVATE MANAGEMENT GROUP INC |
13F
|
Company |
0.25%
|
882,459
|
$38,466,388 | — | 31 Mar 2025 | |
| LGT CAPITAL PARTNERS LTD. |
13F
|
Company |
0.23%
|
817,000
|
$35,613,030 | — | 31 Mar 2025 | |
| CITADEL ADVISORS LLC |
13F
|
Company |
0.22%
|
804,369
|
$35,062,445 | — | 31 Mar 2025 | |
| Invesco Ltd. |
13F
|
Company |
0.21%
|
742,934
|
$32,384,495 | — | 31 Mar 2025 | |
| FRANKLIN STREET ADVISORS INC /NC |
13F
|
Company |
0.19%
|
692,173
|
$30,172,000 | — | 31 Mar 2025 | |
| ARGENT CAPITAL MANAGEMENT LLC |
13F
|
Company |
0.19%
|
687,653
|
$29,974,781 | — | 31 Mar 2025 | |
| Polaris Capital Management, LLC |
13F
|
Company |
0.18%
|
653,900
|
$28,503,501 | — | 31 Mar 2025 | |
| CITIGROUP INC |
13F
|
Company |
0.17%
|
623,440
|
$27,175,765 | — | 31 Mar 2025 | |
| RHUMBLINE ADVISERS |
13F
|
Company |
0.17%
|
603,895
|
$26,323,736 | — | 31 Mar 2025 | |
| ENVESTNET ASSET MANAGEMENT INC |
13F
|
Company |
0.15%
|
557,575
|
$24,304,674 | — | 31 Mar 2025 | |
| Sumitomo Mitsui Trust Group, Inc. |
13F
|
Company |
0.14%
|
489,055
|
$21,317,907 | — | 31 Mar 2025 |
Institutional Holders of The Carlyle Group - COM (CG) as of Q2 2025
As of 30 Jun 2025,
The Carlyle Group - COM (CG) was held by
1 institutional
shareholder
that filed Form 13F with the SEC.
Together, they reported ownership of
1 shares.
The largest 1 holders included
HUNTINGTON NATIONAL BANK.
This page lists
1
institutional shareholders reporting positions in this security
for the Q2 2025 filing period.
| Investor | Option | Weight % | Change % | Value $ | * Price | Shares | Share Change | Activity | Report Period |
|---|
Compare Q2 2025 vs Q1 2025 Across Filers
Q1 2025 holders
2
Q2 2025 holders
1
Holder diff
-1
| Investor | Q1 2025 Shares | Q2 2025 Shares | Share Diff | Share Chg % | Q1 2025 Value $ | Q2 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.