Security key
14309L102
- 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
Report period
Q4 2025
Institutions
2
Top holders
2
CG full security history
Newer quarter: Q1 2026
Previous quarter: Q3 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 by the holder's primary source 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 |
|---|---|---|---|---|---|---|---|---|
| BlackRock, Inc. |
13F
|
Company |
9%
|
32,501,422
|
$2,037,839,143 | — | 30 Sep 2025 | |
| 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. |
3/4/5
13D/G
|
Director |
8.3%
from 13D/G
|
26,999,644
|
$1,684,777,785 | — | 03 Sep 2025 | |
| VANGUARD GROUP INC |
13F
|
Company |
7.1%
|
25,434,009
|
$1,594,712,365 | — | 30 Sep 2025 | |
| Capital World Investors |
13F
|
Company |
5.6%
|
19,975,883
|
$1,252,487,864 | — | 30 Sep 2025 | |
| David M. Rubenstein |
13D/G
|
— |
8.1%
|
29,249,644
|
$1,141,613,605 | $0 | 31 Mar 2025 | |
| HARRIS ASSOCIATES L P |
13F
|
Company |
3%
|
10,928,150
|
$685,194,989 | — | 30 Sep 2025 | |
| MORGAN STANLEY |
13F
|
Company |
2.8%
|
10,105,720
|
$633,628,775 | — | 30 Sep 2025 | |
| STATE STREET CORP |
13F
|
Company |
2.8%
|
9,942,135
|
$623,371,865 | — | 30 Sep 2025 | |
| WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC |
13F
|
Company |
2.4%
|
8,748,975
|
$548,560,716 | — | 30 Sep 2025 | |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ |
13F
|
Company |
2.1%
|
7,618,075
|
$477,653,302 | — | 30 Sep 2025 | |
| Boston Partners |
13F
|
Company |
1.7%
|
6,170,124
|
$386,834,358 | — | 30 Sep 2025 | |
| ALKEON CAPITAL MANAGEMENT LLC |
13F
|
Company |
1.7%
|
5,941,316
|
$372,520,514 | — | 30 Sep 2025 | |
| MILLENNIUM MANAGEMENT LLC |
13F
|
Company |
1.4%
|
4,930,069
|
$309,115,326 | — | 30 Sep 2025 | |
| GEODE CAPITAL MANAGEMENT, LLC |
13F
|
Company |
1.4%
|
4,920,746
|
$307,744,233 | — | 30 Sep 2025 | |
| ARIEL INVESTMENTS, LLC |
13F
|
Company |
1.2%
|
4,233,386
|
$265,433,302 | — | 30 Sep 2025 | |
| UBS Group AG |
13F
|
Company |
1.1%
|
4,037,257
|
$253,136,013 | — | 30 Sep 2025 | |
| Peter J. Clare |
3/4/5
|
Officer, Director |
—
class O/S missing
|
5,434,430
|
$226,829,304 | — | 07 Feb 2023 | |
| Legal & General Group Plc |
13F
|
Company |
0.86%
|
3,083,600
|
$193,341,741 | — | 30 Sep 2025 | |
| DIMENSIONAL FUND ADVISORS LP |
13F
|
Company |
0.82%
|
2,953,861
|
$185,271,503 | — | 30 Sep 2025 | |
| AMERIPRISE FINANCIAL INC |
13F
|
Company |
0.73%
|
2,639,897
|
$165,521,529 | — | 30 Sep 2025 | |
| Beutel, Goodman & Co Ltd. |
13F
|
Company |
0.73%
|
2,622,212
|
$164,412,000 | — | 30 Sep 2025 | |
| NORTHERN TRUST CORP |
13F
|
Company |
0.71%
|
2,569,724
|
$161,121,695 | — | 30 Sep 2025 | |
| Bank of New York Mellon Corp |
13F
|
Company |
0.64%
|
2,319,956
|
$145,461,239 | — | 30 Sep 2025 | |
| ROYAL BANK OF CANADA |
13F
|
Company |
0.63%
|
2,269,053
|
$142,270,000 | — | 30 Sep 2025 | |
| FRONTIER CAPITAL MANAGEMENT CO LLC |
13F
|
Company |
0.61%
|
2,203,897
|
$138,184,356 | — | 30 Sep 2025 | |
| BANK OF AMERICA CORP /DE/ |
13F
|
Company |
0.54%
|
1,958,592
|
$122,803,695 | — | 30 Sep 2025 | |
| Capital International Investors |
13F
|
Company |
0.47%
|
1,705,518
|
$106,935,979 | — | 30 Sep 2025 | |
| Kewsong Lee |
3/4/5
|
Chief Executive Officer, Director |
—
class O/S missing
|
2,482,289
|
$103,609,005 | — | 01 May 2022 | |
| Christopher Finn |
3/4/5
|
Chief Operating Officer |
—
class O/S missing
|
1,931,167
|
$86,516,282 | — | 21 May 2024 | |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC |
13F
|
Company |
0.38%
|
1,349,922
|
$84,640,110 | — | 30 Sep 2025 | |
| MARKEL GROUP INC. |
13F
|
Company |
0.37%
|
1,327,000
|
$83,202,900 | — | 30 Sep 2025 | |
| BALYASNY ASSET MANAGEMENT L.P. |
13F
|
Company |
0.34%
|
1,205,933
|
$75,611,999 | — | 30 Sep 2025 | |
| GOLDMAN SACHS GROUP INC |
13F
|
Company |
0.33%
|
1,199,322
|
$75,197,510 | — | 30 Sep 2025 | |
| JPMORGAN CHASE & CO |
13F
|
Company |
0.31%
|
1,130,875
|
$70,909,037 | — | 30 Sep 2025 | |
| FMR LLC |
13F
|
Company |
0.31%
|
1,115,682
|
$69,953,304 | — | 30 Sep 2025 | |
| Azora Capital LP |
13F
|
Company |
0.3%
|
1,076,083
|
$67,470,404 | — | 30 Sep 2025 | |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC |
13F
|
Company |
0.29%
|
1,048,314
|
$65,729,288 | — | 30 Sep 2025 | |
| Russell Investments Group, Ltd. |
13F
|
Company |
0.29%
|
1,040,318
|
$65,261,693 | — | 30 Sep 2025 | |
| Davis Asset Management, L.P. |
13F
|
Company |
0.28%
|
1,000,000
|
$62,700,000 | — | 30 Sep 2025 | |
| BARCLAYS PLC |
13F
|
Company |
0.26%
|
924,784
|
$57,983,956 | — | 30 Sep 2025 | |
| LPL Financial LLC |
13F
|
Company |
0.24%
|
846,385
|
$53,068,319 | — | 30 Sep 2025 | |
| Nuveen, LLC |
13F
|
Company |
0.23%
|
828,845
|
$51,968,582 | — | 30 Sep 2025 | |
| Curtis L. Buser |
3/4/5
|
Chief Financial Officer |
—
class O/S missing
|
1,221,416
|
$50,981,049 | — | 02 Aug 2023 | |
| RHUMBLINE ADVISERS |
13F
|
Company |
0.2%
|
730,867
|
$45,825,314 | — | 30 Sep 2025 | |
| Holocene Advisors, LP |
13F
|
Company |
0.2%
|
718,562
|
$45,053,837 | — | 30 Sep 2025 | |
| Invesco Ltd. |
13F
|
Company |
0.2%
|
716,332
|
$44,914,016 | — | 30 Sep 2025 | |
| RAYMOND JAMES FINANCIAL INC |
13F
|
Company |
0.19%
|
678,021
|
$42,511,876 | — | 30 Sep 2025 | |
| FRANKLIN STREET ADVISORS INC /NC |
13F
|
Company |
0.19%
|
672,815
|
$42,185,484 | — | 30 Sep 2025 | |
| MOORE CAPITAL MANAGEMENT, LP |
13F
|
Company |
0.19%
|
670,080
|
$42,014,016 | — | 30 Sep 2025 |
Institutional Holders of The Carlyle Group - COM (CG) as of Q4 2025
As of 31 Dec 2025,
The Carlyle Group - COM (CG) was held by
2 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
28,792 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 Q4 2025 filing period.
| Investor | Option | Weight % | Change % | Value $ | * Price | Shares | Share Change | Activity | Report Period |
|---|
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 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.