| 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, 606 institutional investors reported holding 228,869,903 shares of Carlyle Group Inc. - Common Stock (CG). This represents 64% of the company’s total 358,111,643 outstanding shares.
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 |
| Period | Reported Shares, Excl. Options | Value, Excl. Options | Value Change | Price (Median) | Investors |
|---|---|---|---|---|---|
| 2025 Q4 | 228,869,903 | $13,527,487,932 | +$80,151,839 | $59.11 | 606 |
| 2025 Q3 | 227,627,700 | $14,268,999,749 | -$66,204,265 | $62.70 | 630 |
| 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 |