Security Snapshot

Carlyle Group Inc. - Common Stock (CG) Institutional Ownership

CUSIP: 14316J108

13F Institutional Holders and Ownership History from Q3 2017 to Q1 2026

Latest Period

Q4 2025

Institutions Reporting

613

Shares (Excl. Options)

229,014,935

Price

$59.11

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Type / Class
Equity / Common Stock
Symbol
CG on Nasdaq
Shares outstanding
358,111,643
Price per share
$48.18
All holders as of 31 Dec 2025
Q4 2025
Total 13F shares
229,014,935
Total reported value
$13,536,975,189
% of total 13F portfolios
0.01%
Share change
+1,599,421
Value change
+$80,500,305
Number of holders
613
Price from insider filings
$48.18
Reported Shares, Excluding Options vs Price
Reported Value, Excluding Options
Total Investors

Quick Takeaways

  • CG - Carlyle Group Inc. - Common Stock is tracked under CUSIP 14316J108.
  • 613 institutions reported positions in Q4 2025.
  • 4 significant owners is listed from Schedule 13D/13G reporting.

What Changed

  • Holder count moved from 613 to 308 between Q4 2025 and Q1 2026.
  • Reported value moved from $13,536,975,189 to $2,964,906,455.

Why This Matters

  • You can quickly see who holds this security, then open quarter and manager detail pages for full evidence.
  • 13F and Schedule 13D/13G sections are kept together so you can cross-check institutional and beneficial ownership context.

Source Evidence

Source: SEC Form 13F

Latest holder context comes from 613 institutions filings for Q4 2025.

Open SEC Evidence

Investment Quick Answers

What is CUSIP 14316J108?
CUSIP 14316J108 identifies CG - Carlyle Group Inc. - Common Stock in SEC 13F datasets.

Where can I see the latest institutional holders?
Review the Q4 2025 holders report and the ownership history table below.

Significant Owners of Carlyle Group Inc. - Common Stock (CG) based on Schedule 13D/G filings

Filer Ownership Change % Holdings Value Net Change Nb Shares Change % Reporting Name Report Period
D'Aniello Daniel A. 9% $1,268,635,101 32,504,102 Daniel A. D'Aniello 31 Mar 2025
CONWAY WILLIAM E JR 8.3% $1,170,886,105 29,999,644 William E. Conway, Jr. 31 Mar 2025
Rubenstein David M. 8.1% $1,141,613,605 29,249,644 David M. Rubenstein 31 Mar 2025
Capital World Investors 5.6% +14% $1,170,165,604 +$133,555,623 20,054,252 +13% Capital World Investors 30 Jun 2025

As of 31 Dec 2025, 613 institutional investors reported holding 229,014,935 shares of Carlyle Group Inc. - Common Stock (CG). This represents 64% of the company’s total 358,111,643 outstanding shares.

Top 25 Institutional Shareholders

The largest institutional shareholders of Carlyle Group Inc. - Common Stock (CG) together control 52% of the company’s outstanding shares — a level of ownership often associated with strong institutional conviction and long‑term capital commitment.

Institution Ownership % Shares Held Share Change % Portfolio % Holdings Value
BlackRock, Inc. 8.6% 30,696,459 -5.6% 0.03% $1,814,467,680
VANGUARD GROUP INC 7.4% 26,368,246 +3.7% 0.02% $1,558,627,021
Capital World Investors 5.6% 19,970,879 -0.03% 0.16% $1,180,478,658
HARRIS ASSOCIATES L P 4.2% 15,198,269 +39% 1.1% $898,369,695
MORGAN STANLEY 2.8% 10,189,948 +0.83% 0.04% $602,327,924
STATE STREET CORP 2.7% 9,545,119 -4% 0.02% $564,211,984
MILLENNIUM MANAGEMENT LLC 2.3% 8,340,531 +69% 0.35% $493,008,787
MASSACHUSETTS FINANCIAL SERVICES CO /MA/ 2.2% 7,735,298 +1.5% 0.15% $457,233,464
WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC 2% 7,131,902 -18% 1.2% $421,566,732
ALKEON CAPITAL MANAGEMENT LLC 1.7% 5,941,316 0% 1.5% $351,191,189
Boston Partners 1.5% 5,533,198 -10% 0.34% $327,159,576
GEODE CAPITAL MANAGEMENT, LLC 1.4% 4,999,880 +1.6% 0.02% $294,817,173
NORGES BANK 1.4% 4,876,621 0.03% $288,257,067
ARIEL INVESTMENTS, LLC 1.1% 3,950,333 -6.7% 2.5% $233,504,183
Legal & General Group Plc 0.91% 3,260,377 +5.7% 0.04% $192,720,756
DIMENSIONAL FUND ADVISORS LP 0.89% 3,176,369 +7.5% 0.04% $187,785,164
UBS Group AG 0.71% 2,536,538 -37% 0.03% $149,934,762
AMERIPRISE FINANCIAL INC 0.7% 2,505,449 -5.1% 0.03% $148,096,868
NORTHERN TRUST CORP 0.69% 2,483,003 -3.4% 0.02% $146,770,307
Beutel, Goodman & Co Ltd. 0.68% 2,435,137 -7.1% 0.88% $143,940,000
FMR LLC 0.66% 2,366,678 +112% 0.01% $139,894,358
Bank of New York Mellon Corp 0.57% 2,024,585 -13% 0.02% $119,673,254
Capital International Investors 0.48% 1,713,670 +0.48% 0.02% $101,295,034
BANK OF AMERICA CORP /DE/ 0.42% 1,490,564 -24% 0.01% $88,107,246
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.39% 1,380,227 +2.2% 0.02% $81,585,218

Institutional Holders of Carlyle Group Inc. - Common Stock (CG) across Reporting Periods

Period Reported Shares, Excl. Options Value, Excl. Options Value Change Price (Median) Investors
2026 Q1 61,273,465 $2,964,906,455 +$22,070,136 $48.39 308
2025 Q4 229,014,935 $13,536,975,189 +$80,500,305 $59.11 613
2025 Q3 227,619,812 $14,268,505,146 -$66,220,756 $62.70 629
2025 Q2 229,946,027 $11,823,031,752 +$283,785,563 $51.40 564
2025 Q1 225,310,921 $9,810,494,383 +$392,530,303 $43.59 518
2024 Q4 215,521,575 $10,885,481,222 +$262,595,235 $50.49 557
2024 Q3 210,543,687 $9,082,251,858 +$75,306,137 $43.06 515
2024 Q2 210,084,524 $8,433,328,622 +$64,587,376 $40.15 505
2024 Q1 209,012,972 $9,799,012,867 -$167,100,971 $46.91 509
2023 Q4 212,826,405 $8,658,957,884 +$301,113,730 $40.69 464
2023 Q3 206,361,624 $6,224,188,488 +$6,017,472 $30.16 409
2023 Q2 206,040,889 $6,583,126,905 +$221,622,373 $31.95 390
2023 Q1 199,261,528 $6,187,423,282 -$19,800,696 $31.06 423
2022 Q4 200,417,889 $5,981,636,494 +$211,097,213 $29.84 423
2022 Q3 194,577,901 $5,029,857,734 +$53,322,753 $25.84 402
2022 Q2 190,197,044 $6,021,585,826 -$32,041,030 $31.66 426
2022 Q1 188,410,536 $9,208,005,014 +$482,629,189 $48.91 466
2021 Q4 178,505,129 $9,797,631,301 +$429,961,421 $54.90 450
2021 Q3 171,096,820 $8,089,805,309 +$1,436,941,832 $47.28 389
2021 Q2 140,732,830 $6,541,114,459 +$593,357,001 $46.48 337
2021 Q1 128,169,556 $4,710,764,623 +$207,587,418 $36.76 309
2020 Q4 122,447,147 $3,849,791,583 +$256,258,990 $31.44 283
2020 Q3 114,470,900 $2,824,202,321 +$83,030,727 $24.67 258
2020 Q2 110,819,800 $3,091,816,891 +$919,080,860 $27.90 240
2020 Q1 79,118,815 $1,712,985,733 +$1,650,825,635 $21.65 187
2019 Q4 2,062,569 $66,169,304 +$65,873,122 $32.08 24
2019 Q3 3,344 $105,908 -$10,044 $35.78 2
2019 Q2 3,737 $107,889 +$68 $34.31 2
2019 Q1 3,734 $95,981 +$146 $32.14 2
2018 Q4 2,726 $42,940 +$110 $15.75 1
2018 Q3 2,719 $61,314 +$68 $22.55 1
2018 Q2 2,716 $57,852 +$85 $21.30 1
2018 Q1 2,712 $57,907 +$85 $21.35 1
2017 Q4 2,708 $62,011 +$3,618 $22.90 1
2017 Q3 2,550 $60,180 +$60,180 $23.60 1
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