The Carlyle Group - COM (CG)

CUSIP: 14309L102

Q4 2025 13F Holders as of 31 Dec 2025

Type / Class
Equity / COM
Total 13F shares
28,792
Share change
-50
Total reported value
$1,702,032
Price per share
$45.56
Number of holders
2
Value change
-$2,956
Number of sells
1

Security key

14309L102

Report period

Q4 2025

Institutions

2

Top holders

2

Ownership snapshot

Top shareholders 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.

Lead holder
Daniel A. D'Aniello
13D/G signal
Daniel A. D'Aniello
Evidence rows
50
Latest as of
30 Sep 2025
3/4/5 13D/G 13F Lead comparable stake: 9% 13D/G row: Daniel A. D'Aniello Showing first 8 of 50 holder rows. Open remaining rows
Holder Evidence Ownership % Position 12M Net Δ As of
Daniel A. D'Aniello
3/4/5 13D/G
Director
9%
from 13D/G
$1,712,641,134
32,504,102 shares
12 Nov 2024
William E. Conway Jr.
3/4/5 13D/G
Director
8.3%
from 13D/G
$1,684,777,785
26,999,644 shares
03 Sep 2025
David M. Rubenstein
13D/G
8.1%
$1,141,613,605
29,249,644 shares
$0 31 Mar 2025
BlackRock, Inc.
13F
Company
13F
9%
$2,037,839,143
32,501,422 shares
30 Sep 2025
VANGUARD GROUP INC
13F
Company
13F
7.1%
$1,594,712,365
25,434,009 shares
30 Sep 2025
Capital World Investors
13F
Company
13F
5.6%
$1,252,487,864
19,975,883 shares
30 Sep 2025
HARRIS ASSOCIATES L P
13F
Company
13F
3%
$685,194,989
10,928,150 shares
30 Sep 2025
MORGAN STANLEY
13F
Company
13F
2.8%
$633,628,775
10,105,720 shares
30 Sep 2025
Show 42 additional holder rows in the full holder list
Holder Evidence Ownership % Position 12M Net Δ As of
STATE STREET CORP
13F
Company
13F
2.8%
$623,371,865
9,942,135 shares
30 Sep 2025
WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC
13F
Company
13F
2.4%
$548,560,716
8,748,975 shares
30 Sep 2025
MASSACHUSETTS FINANCIAL SERVICES CO /MA/
13F
Company
13F
2.1%
$477,653,302
7,618,075 shares
30 Sep 2025
Boston Partners
13F
Company
13F
1.7%
$386,834,358
6,170,124 shares
30 Sep 2025
ALKEON CAPITAL MANAGEMENT LLC
13F
Company
13F
1.7%
$372,520,514
5,941,316 shares
30 Sep 2025
MILLENNIUM MANAGEMENT LLC
13F
Company
13F
1.4%
$309,115,326
4,930,069 shares
30 Sep 2025
GEODE CAPITAL MANAGEMENT, LLC
13F
Company
13F
1.4%
$307,744,233
4,920,746 shares
30 Sep 2025
ARIEL INVESTMENTS, LLC
13F
Company
13F
1.2%
$265,433,302
4,233,386 shares
30 Sep 2025
UBS Group AG
13F
Company
13F
1.1%
$253,136,013
4,037,257 shares
30 Sep 2025
Legal & General Group Plc
13F
Company
13F
0.86%
$193,341,741
3,083,600 shares
30 Sep 2025
DIMENSIONAL FUND ADVISORS LP
13F
Company
13F
0.82%
$185,271,503
2,953,861 shares
30 Sep 2025
AMERIPRISE FINANCIAL INC
13F
Company
13F
0.73%
$165,521,529
2,639,897 shares
30 Sep 2025
Beutel, Goodman & Co Ltd.
13F
Company
13F
0.73%
$164,412,000
2,622,212 shares
30 Sep 2025
NORTHERN TRUST CORP
13F
Company
13F
0.71%
$161,121,695
2,569,724 shares
30 Sep 2025
Bank of New York Mellon Corp
13F
Company
13F
0.64%
$145,461,239
2,319,956 shares
30 Sep 2025
ROYAL BANK OF CANADA
13F
Company
13F
0.63%
$142,270,000
2,269,053 shares
30 Sep 2025
FRONTIER CAPITAL MANAGEMENT CO LLC
13F
Company
13F
0.61%
$138,184,356
2,203,897 shares
30 Sep 2025
BANK OF AMERICA CORP /DE/
13F
Company
13F
0.54%
$122,803,695
1,958,592 shares
30 Sep 2025
Capital International Investors
13F
Company
13F
0.47%
$106,935,979
1,705,518 shares
30 Sep 2025
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC
13F
Company
13F
0.38%
$84,640,110
1,349,922 shares
30 Sep 2025
MARKEL GROUP INC.
13F
Company
13F
0.37%
$83,202,900
1,327,000 shares
30 Sep 2025
BALYASNY ASSET MANAGEMENT L.P.
13F
Company
13F
0.34%
$75,611,999
1,205,933 shares
30 Sep 2025
GOLDMAN SACHS GROUP INC
13F
Company
13F
0.33%
$75,197,510
1,199,322 shares
30 Sep 2025
JPMORGAN CHASE & CO
13F
Company
13F
0.31%
$70,909,037
1,130,875 shares
30 Sep 2025
FMR LLC
13F
Company
13F
0.31%
$69,953,304
1,115,682 shares
30 Sep 2025
Azora Capital LP
13F
Company
13F
0.3%
$67,470,404
1,076,083 shares
30 Sep 2025
CHARLES SCHWAB INVESTMENT MANAGEMENT INC
13F
Company
13F
0.29%
$65,729,288
1,048,314 shares
30 Sep 2025
Russell Investments Group, Ltd.
13F
Company
13F
0.29%
$65,261,693
1,040,318 shares
30 Sep 2025
Davis Asset Management, L.P.
13F
Company
13F
0.28%
$62,700,000
1,000,000 shares
30 Sep 2025
BARCLAYS PLC
13F
Company
13F
0.26%
$57,983,956
924,784 shares
30 Sep 2025
LPL Financial LLC
13F
Company
13F
0.24%
$53,068,319
846,385 shares
30 Sep 2025
Nuveen, LLC
13F
Company
13F
0.23%
$51,968,582
828,845 shares
30 Sep 2025
RHUMBLINE ADVISERS
13F
Company
13F
0.2%
$45,825,314
730,867 shares
30 Sep 2025
Holocene Advisors, LP
13F
Company
13F
0.2%
$45,053,837
718,562 shares
30 Sep 2025
Invesco Ltd.
13F
Company
13F
0.2%
$44,914,016
716,332 shares
30 Sep 2025
RAYMOND JAMES FINANCIAL INC
13F
Company
13F
0.19%
$42,511,876
678,021 shares
30 Sep 2025
FRANKLIN STREET ADVISORS INC /NC
13F
Company
13F
0.19%
$42,185,484
672,815 shares
30 Sep 2025
MOORE CAPITAL MANAGEMENT, LP
13F
Company
13F
0.19%
$42,014,016
670,080 shares
30 Sep 2025
PRIVATE MANAGEMENT GROUP INC
13F
Company
13F
0.19%
$41,935,516
668,828 shares
30 Sep 2025
ARGENT CAPITAL MANAGEMENT LLC
13F
Company
13F
0.17%
$39,183,065
624,929 shares
30 Sep 2025
ENVESTNET ASSET MANAGEMENT INC
13F
Company
13F
0.17%
$39,097,454
623,564 shares
30 Sep 2025
Polaris Capital Management, LLC
13F
Company
13F
0.16%
$36,278,220
578,600 shares
30 Sep 2025
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 2025

Investor-level positions for this CUSIP, loaded as an interactive table.

Institutions
2
Shares
28,792
Rows loaded
2
Investor Option Weight % Change % Reported value * Price Shares Share Change Activity Report Period

* 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. An asterisk next to the price means the price is likely invalid.

Compare Q4 2025 vs Q3 2025 Across Filers

Q3 2025 holders
2
Q4 2025 holders
2
Holder diff
0
Investor Q3 2025 Shares Q4 2025 Shares Share Diff Share Chg % Q3 2025 value Q4 2025 value Value change Value Chg %

Trend: ostatnie 8 kwartałów (+ wybrane okresy porównania).

Quarterly Holders Trend
Quarterly Value Trend
Quarterly Shares Trend
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