13F reference period
Q2 2026
Security Snapshot
Carlyle Group Inc. - Common Stock (CG) Institutional Ownership
CUSIP: 14316J108
13F Institutional Holders and Ownership History from Q3 2017 to Q3 2026
Institutions Reporting
585
Shares (Excl. Options)
220,019,534
Price
$42.11
The headline uses the Q2 2026 reference period after its reporting deadline. Available reports may still be incomplete or amended. Newer periods in the history table contain incoming reports and may be incomplete.
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- Security type / class
- Equity / Common Stock
- Symbol
- CG on Nasdaq
- All holders as of 30 Jun 2026
- Q2 2026
- Total 13F shares
- 220,019,534
- Total 13F value
- $9,266,711,464
- Portfolio coverage rank
- 0.01%
- Share change
- +1,060,644
- Value change
- +$13,860,949
- Number of holders
- 585
- Shares outstanding
- 358,410,608
- SEC-reported price per share
- $39.66
- Insider filing price
- $39.66
Latest holder snapshot
5 signals
Issuer context
Names, identifiers, and filing context for this profile.
3 identity fields
13F Shares, Excluding Options vs Price
13F Value, Excluding Options
Total Investors
Filing notes and source
Key facts
- CG - Carlyle Group Inc. - Common Stock is tracked under CUSIP 14316J108.
- 585 institutions reported positions in Q2 2026.
- 5 significant owners is listed from Schedule 13D/13G reporting.
Change
- Holder count moved from 601 to 585 between Q1 2026 and Q2 2026.
- SEC-reported value moved from $10,601,501,382 to $9,266,711,464.
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
Open SEC evidence
Latest holder context comes from 585 institutions filings for Q2 2026.
Security key
14316J108
13F reference period
Q2 2026
13F holders
585
13D/G owners
5
CIK / CUSIP context first
Open Q2 2026 holders
CG full holder history
Carlyle Group Inc. SEC filings
Carlyle Group Inc. company facts
Carlyle Group Inc. insider transactions
Carlyle Group Inc. 13D/G history
Broader feeds
Recent Quarterly Holder Reports
Open recent reporting periods for CUSIP 14316J108:
13D/G owners
Significant owners
Large-stake holder rows connected to Schedule 13D/G evidence.
Rows
5
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 | |||
| BlackRock, Inc. | 7.4% | $1,116,857,632 | 26,522,385 | BlackRock, Inc. | 30 Jun 2026 | |||
| Capital World Investors | 5% | -10% | $866,655,288 | -$99,558,574 | 17,987,864 | -10% | Capital World Investors | 31 Mar 2026 |
As of 30 Jun 2026, 585 institutional investors reported holding 220,019,534 shares of Carlyle Group Inc. - Common Stock (CG). This represents 61% of the company’s total 358,410,608 outstanding shares.
13F concentration
Top 25 institutional shareholders
Largest 13F positions for this security by reported shares and value.
Top holder share
47%
| Institution | Ownership % | Shares Held | Share Change % | Portfolio % | Holdings Value |
|---|---|---|---|---|---|
| BlackRock, Inc. | 8.9% | 31,984,053 | +3.1% | 0.02% | $1,346,848,467 |
| HARRIS ASSOCIATES L P | 4.9% | 17,661,625 | +6.5% | 0.99% | $743,731,033 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 3.3% | 11,830,112 | +0.09% | 0.02% | $498,166,016 |
| Capital World Investors | 3.3% | 11,813,798 | -34% | 0.06% | $497,479,034 |
| VANGUARD CAPITAL MANAGEMENT LLC | 3.2% | 11,464,474 | +0.62% | 0.01% | $482,769,000 |
| MORGAN STANLEY | 2.8% | 9,993,407 | -1.8% | 0.02% | $420,822,433 |
| STATE STREET CORP | 2.8% | 9,891,982 | +2.2% | 0.01% | $416,551,362 |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | 2.2% | 7,739,524 | +1.2% | 0.11% | $328,575,798 |
| ALKEON CAPITAL MANAGEMENT LLC | 1.7% | 5,941,316 | 0% | 0.96% | $250,188,817 |
| WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC | 1.7% | 5,914,905 | -6.1% | 0.75% | $249,076,659 |
| GEODE CAPITAL MANAGEMENT, LLC | 1.5% | 5,224,555 | +1.5% | 0.01% | $219,418,555 |
| ARIEL INVESTMENTS, LLC | 1.3% | 4,548,683 | +14% | 1.9% | $191,545,041 |
| FMR LLC | 1.2% | 4,358,455 | +18% | 0.01% | $183,534,538 |
| Legal & General Group Plc | 1.1% | 3,870,443 | +11% | 0.03% | $162,984,397 |
| NORGES BANK | 1% | 3,646,300 | 0.02% | $153,545,693 | |
| Amundi | 0.95% | 3,406,001 | +419% | 0.03% | $143,426,702 |
| DIMENSIONAL FUND ADVISORS LP | 0.84% | 2,995,510 | -1.7% | 0.02% | $126,091,095 |
| NORTHERN TRUST CORP | 0.72% | 2,576,558 | +3.1% | 0.01% | $108,498,858 |
| UBS Group AG | 0.7% | 2,504,918 | -14% | 0.02% | $105,482,098 |
| Point72 Asset Management, L.P. | 0.61% | 2,184,854 | +976% | 0.14% | $92,004,202 |
| ROYAL BANK OF CANADA | 0.57% | 2,029,610 | +130% | 0.01% | $85,466,000 |
| AMERIPRISE FINANCIAL INC | 0.57% | 2,026,772 | -26% | 0.02% | $85,347,596 |
| Bank of New York Mellon Corp | 0.56% | 2,007,599 | -2% | 0.01% | $84,539,984 |
| ALGEBRIS (UK) LTD | 0.54% | 1,923,159 | +49% | 5.3% | $80,729,190 |
| BANK OF AMERICA CORP /DE/ | 0.53% | 1,886,490 | +41% | 0.01% | $79,440,076 |
Quarter history
Institutional holders across reporting periods
Holder count, reported shares/value, and median price by quarter.
Periods
37
Headline period
Q2 2026
Rows shown
1-25 of 37
| Period | 13F Shares, Excl. Options | Value, Excl. Options | Value Change | Price (Median) | Investors |
|---|---|---|---|---|---|
| 2026 Q3 | 2,659,709 | $105,304,012 | -$21,530,513 | $39.66 | 86 |
| 2026 Q2 | 220,019,534 | $9,266,711,464 | +$13,860,949 | $42.11 | 585 |
| 2026 Q1 | 219,037,944 | $10,601,501,382 | -$609,439,052 | $48.39 | 601 |
| 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 |