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

Q1 2026

Institutions Reporting

593

Shares (Excl. Options)

218,928,985

Price

$48.39

Save this security page for your next review

Keep this CUSIP in your watchlists so you can revisit quarter changes from one place. If you create an account from here, we will bring you back after verification.

Latest holder snapshot 5 signals
Portfolio coverage rank
0.01%
Share change
-9,202,261
Value change
-$612,216,075
Number of holders
593
Issuer context Names, identifiers, and filing context for this profile. 3 identity fields
Shares outstanding
359,757,280
SEC-reported price per share
$50.04
Insider filing price
$50.04
13F Shares, Excluding Options vs Price
13F Value, Excluding Options
Total Investors

Key facts

  • CG - Carlyle Group Inc. - Common Stock is tracked under CUSIP 14316J108.
  • 593 institutions reported positions in Q1 2026.
  • 4 significant owners is listed from Schedule 13D/13G reporting.

Change

  • Holder count moved from 618 to 593 between Q4 2025 and Q1 2026.
  • SEC-reported value moved from $13,538,530,608 to $10,596,229,232.

Research use

  • 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.

Evidence

Source: SEC Form 13F

Latest holder context comes from 593 institutions filings for Q1 2026.

Open SEC evidence

Security key

14316J108

Latest holder period

Q1 2026

13F holders

593

13D/G owners

4

CIK / CUSIP context first

13D/G owners

Significant owners

Large-stake holder rows connected to Schedule 13D/G evidence.

Rows
4
Security
CG
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% -10% $866,655,288 -$99,558,574 17,987,864 -10% Capital World Investors 31 Mar 2026

As of 31 Mar 2026, 593 institutional investors reported holding 218,928,985 shares of Carlyle Group Inc. - Common Stock (CG). This represents 61% of the company’s total 359,757,280 outstanding shares.

13F concentration

Top 25 institutional shareholders

Largest 13F positions for this security by reported shares and value.

Top holder share
48%
Institution Ownership % Shares Held Share Change % Portfolio % Holdings Value
BlackRock, Inc. 8.6% 31,024,445 +1.1% 0.03% $1,501,272,915
Capital World Investors 5% 17,827,216 -11% 0.12% $862,658,982
HARRIS ASSOCIATES L P 4.6% 16,583,907 +9.1% 1.1% $802,495,283
VANGUARD PORTFOLIO MANAGEMENT LLC 3.3% 11,819,550 0% 0.03% $571,948,025
VANGUARD CAPITAL MANAGEMENT LLC 3.2% 11,393,671 0% 0.01% $551,339,740
MORGAN STANLEY 2.8% 10,172,445 -0.17% 0.03% $492,244,715
STATE STREET CORP 2.7% 9,680,870 +1.4% 0.02% $468,457,299
MASSACHUSETTS FINANCIAL SERVICES CO /MA/ 2.1% 7,649,009 -1.1% 0.13% $372,939,645
MILLENNIUM MANAGEMENT LLC 1.9% 6,803,055 -18% 0.25% $329,199,831
WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC 1.8% 6,301,109 -12% 1% $304,910,650
ALKEON CAPITAL MANAGEMENT LLC 1.7% 5,941,316 0% 1.3% $287,500,281
GEODE CAPITAL MANAGEMENT, LLC 1.4% 5,149,123 +3% 0.02% $248,599,036
ARIEL INVESTMENTS, LLC 1.1% 3,981,757 +0.8% 2.2% $192,677,221
FMR LLC 1% 3,704,590 +57% 0.01% $179,265,169
Legal & General Group Plc 0.97% 3,502,332 +7.4% 0.04% $169,477,752
DIMENSIONAL FUND ADVISORS LP 0.85% 3,045,978 -4.1% 0.03% $147,336,949
UBS Group AG 0.81% 2,902,388 +14% 0.02% $140,446,556
AMERIPRISE FINANCIAL INC 0.76% 2,721,593 +8.6% 0.03% $131,697,893
NORTHERN TRUST CORP 0.69% 2,499,796 +0.68% 0.02% $120,965,128
Bank of New York Mellon Corp 0.57% 2,047,650 +1.1% 0.02% $99,085,794
GOLDMAN SACHS GROUP INC 0.45% 1,624,369 +31% 0.01% $78,603,216
VANGUARD FIDUCIARY TRUST CO 0.45% 1,606,839 0% 0.02% $77,754,939
Beutel, Goodman & Co Ltd. 0.42% 1,518,992 -38% 0.5% $73,504,000
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.42% 1,516,611 +9.9% 0.02% $73,388,807
REGENTS OF THE UNIVERSITY OF CALIFORNIA 0.42% 1,516,016 2.4% $73,360,014

Quarter history

Institutional holders across reporting periods

Holder count, reported shares/value, and median price by quarter.

Periods
35
Latest
Q1 2026
Rows shown
1-25 of 35
Period 13F Shares, Excl. Options Value, Excl. Options Value Change Price (Median) Investors
2026 Q1 218,928,985 $10,596,229,232 -$612,216,075 $48.39 593
2025 Q4 229,041,249 $13,538,530,608 +$81,063,802 $59.11 618
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
We use cookies and similar technologies to provide certain features, enhance the user experience and, if you allow them, measure engagement and deliver advertising. Analytics and marketing storage stay off until you grant consent. By clicking on "Agree and continue", you declare your consent to the use of the selected optional cookies. Manage preferences to update or revoke optional consent for future visits. For more information, see our Privacy Policy .