| 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 30 Sep 2025, 622 institutional investors reported holding 227,556,696 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 51% 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. | 9.1% | 32,501,422 | +3.4% | 0.04% | $2,037,839,143 |
| VANGUARD GROUP INC | 7.1% | 25,434,009 | +2.9% | 0.02% | $1,594,712,365 |
| Capital World Investors | 5.6% | 19,975,883 | +0.09% | 0.17% | $1,252,487,864 |
| HARRIS ASSOCIATES L P | 3.1% | 10,928,150 | -3.4% | 1.1% | $685,194,989 |
| MORGAN STANLEY | 2.8% | 10,105,720 | +11% | 0.04% | $633,628,775 |
| STATE STREET CORP | 2.8% | 9,942,135 | +21% | 0.02% | $623,371,865 |
| WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC | 2.4% | 8,748,975 | -12% | 1.4% | $548,560,716 |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | 2.1% | 7,618,075 | +6.7% | 0.15% | $477,653,302 |
| Boston Partners | 1.7% | 6,170,124 | -9.1% | 0.4% | $386,834,358 |
| ALKEON CAPITAL MANAGEMENT LLC | 1.7% | 5,941,316 | 0% | 1.7% | $372,520,514 |
| MILLENNIUM MANAGEMENT LLC | 1.4% | 4,930,069 | +148% | 0.24% | $309,115,326 |
| GEODE CAPITAL MANAGEMENT, LLC | 1.4% | 4,920,746 | +15% | 0.02% | $307,744,233 |
| ARIEL INVESTMENTS, LLC | 1.2% | 4,233,386 | -10% | 2.8% | $265,433,302 |
| UBS Group AG | 1.1% | 4,037,257 | +11% | 0.05% | $253,136,013 |
| Legal & General Group Plc | 0.86% | 3,083,600 | -8.4% | 0.04% | $193,341,741 |
| DIMENSIONAL FUND ADVISORS LP | 0.82% | 2,953,861 | -0.79% | 0.04% | $185,271,503 |
| AMERIPRISE FINANCIAL INC | 0.74% | 2,639,897 | -4.7% | 0.04% | $165,521,529 |
| Beutel, Goodman & Co Ltd. | 0.73% | 2,622,212 | -5.4% | 0.99% | $164,412,000 |
| NORTHERN TRUST CORP | 0.72% | 2,569,724 | +12% | 0.02% | $161,121,695 |
| Bank of New York Mellon Corp | 0.65% | 2,319,956 | +2.4% | 0.03% | $145,461,239 |
| ROYAL BANK OF CANADA | 0.63% | 2,269,053 | -32% | 0.03% | $142,270,000 |
| FRONTIER CAPITAL MANAGEMENT CO LLC | 0.62% | 2,203,897 | +17% | 1.2% | $138,184,356 |
| BANK OF AMERICA CORP /DE/ | 0.55% | 1,958,592 | +4.7% | 0.01% | $122,803,695 |
| Capital International Investors | 0.48% | 1,705,518 | -18% | 0.02% | $106,935,979 |
| UBS AM, A DISTINCT BUSINESS UNIT OF UBS ASSET MANAGEMENT AMERICAS LLC | 0.38% | 1,349,922 | -14% | 0.02% | $84,640,110 |
| Period | Reported Shares, Excl. Options | Value, Excl. Options | Value Change | Price (Median) | Investors |
|---|---|---|---|---|---|
| 2025 Q4 | 973,046 | $57,698,951 | -$4,546,918 | $59.11 | 25 |
| 2025 Q3 | 227,556,696 | $14,263,860,777 | -$73,547,392 | $62.70 | 622 |
| 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 |