Carlyle Group Inc. - Common Stock (CG)

CUSIP: 14316J108

Q3 2017 13F Holders as of 30 Sep 2017

Type / Class
Equity / Common Stock
Shares outstanding
358,111,643
Total 13F shares
2,550
Share change
+2,550
Total reported value
$60,180
Price per share
$23.60
Number of holders
1
Value change
+$60,180
Number of buys
1

Quarterly Holders Quick Answers

What is CUSIP 14316J108?
CUSIP 14316J108 identifies CG - Carlyle Group Inc. - Common Stock in SEC institutional holdings data.

Need full ownership history?
Open the full security ownership history page.

Top shareholders of CG - Carlyle Group Inc. - Common Stock (13F + 13D/G + 3/4/5)

Grouped by holder across the latest SEC ownership disclosures. Ownership % is shown only when it is directly reported or safely comparable across share classes.

Methodology: rows are grouped by holder and ranked by the holder's primary source value. indicates unavailable or non-comparable values; "mixed-class rows" means the latest filing spans non-comparable classes.
Holder Source Role / Reporting Ownership % Shares Holdings Value 12M Net Δ As of Details
MORGAN STANLEY
13F
Company
class O/S missing
5,936,095
$117,237,000 30 Jun 2017
13F
BAMCO INC /NY/
13F
Company
class O/S missing
5,512,505
$108,872,000 30 Jun 2017
13F
Artemis Investment Management LLP
13F
Company
class O/S missing
3,163,828
$62,562,000 30 Jun 2017
13F
GOLDMAN SACHS GROUP INC
13F
Company
class O/S missing
1,981,876
$39,142,000 30 Jun 2017
13F
FMR LLC
13F
Company
class O/S missing
1,901,705
$37,559,000 30 Jun 2017
13F
Coronation Fund Managers Ltd.
13F
Company
class O/S missing
1,223,588
$24,166,000 30 Jun 2017
13F
UBS Group AG
13F
Company
class O/S missing
1,171,773
$23,142,000 30 Jun 2017
13F
DEUTSCHE BANK AG\
13F
Company
class O/S missing
1,132,887
$22,374,000 30 Jun 2017
13F
AMERICAN FINANCIAL GROUP INC
13F
Company
class O/S missing
1,052,914
$20,795,000 30 Jun 2017
13F
JPMORGAN CHASE & CO
13F
Company
class O/S missing
979,761
$19,351,000 30 Jun 2017
13F
BANK OF AMERICA CORP /DE/
13F
Company
class O/S missing
895,285
$17,682,000 30 Jun 2017
13F
ALPS ADVISORS INC
13F
Company
class O/S missing
817,346
$16,142,000 30 Jun 2017
13F
Skandinaviska Enskilda Banken AB (publ)
13F
Company
class O/S missing
782,795
$15,460,000 30 Jun 2017
13F
WELLS FARGO & COMPANY/MN
13F
Company
class O/S missing
775,466
$15,316,000 30 Jun 2017
13F
MARKEL GROUP INC.
13F
Company
class O/S missing
692,000
$13,667,000 30 Jun 2017
13F
Partners Group Holding AG
13F
Company
class O/S missing
580,124
$11,225,000 30 Jun 2017
13F
Hawkins Capital L.P.
13F
Company
class O/S missing
556,897
$10,998,000 30 Jun 2017
13F
LGT CAPITAL PARTNERS LTD.
13F
Company
class O/S missing
435,000
$8,591,000 30 Jun 2017
13F
HONEYWELL INTERNATIONAL INC
13F
Company
class O/S missing
430,965
$8,512,000 30 Jun 2017
13F
RENAISSANCE TECHNOLOGIES LLC
13F
Company
class O/S missing
427,400
$8,441,000 30 Jun 2017
13F
Philadelphia Financial Management of San Francisco, LLC
13F
Company
class O/S missing
381,373
$7,532,000 30 Jun 2017
13F
CITIGROUP INC
13F
Company
class O/S missing
342,766
$6,769,000 30 Jun 2017
13F
MILLER VALUE PARTNERS, LLC
13F
Company
class O/S missing
335,000
$6,616,000 30 Jun 2017
13F
Invesco Ltd.
13F
Company
class O/S missing
295,333
$5,833,000 30 Jun 2017
13F
ALGEBRIS (UK) LTD
13F
Company
class O/S missing
275,247
$5,436,000 30 Jun 2017
13F
Robeco Institutional Asset Management B.V.
13F
Company
class O/S missing
250,000
$4,938,000 30 Jun 2017
13F
MCKINLEY CAPITAL MANAGEMENT LLC
13F
Company
class O/S missing
224,632
$4,436,000 30 Jun 2017
13F
Legal & General Group Plc
13F
Company
class O/S missing
224,075
$4,431,000 30 Jun 2017
13F
NN Investment Partners Holdings N.V.
13F
Company
class O/S missing
214,200
$4,231,000 30 Jun 2017
13F
ROYCE & ASSOCIATES LP
13F
Company
class O/S missing
182,700
$3,608,000 30 Jun 2017
13F
SUSQUEHANNA INTERNATIONAL GROUP, LLP
13F
Company
class O/S missing
182,456
$3,604,000 30 Jun 2017
13F
GSA CAPITAL PARTNERS LLP
13F
Company
class O/S missing
179,338
$3,542,000 30 Jun 2017
13F
SOL Capital Management CO
13F
Company
class O/S missing
170,700
$3,371,000 30 Jun 2017
13F
Bramshill Investments, LLC
13F
Company
class O/S missing
168,682
$3,331,000 30 Jun 2017
13F
PNC FINANCIAL SERVICES GROUP, INC.
13F
Company
class O/S missing
155,846
$3,078,000 30 Jun 2017
13F
CREDIT SUISSE AG/
13F
Company
class O/S missing
152,678
$3,015,000 30 Jun 2017
13F
UNITED CAPITAL FINANCIAL ADVISORS, LLC
13F
Company
class O/S missing
146,796
$2,899,000 30 Jun 2017
13F
EnTrustPermal Management LLC
13F
Company
class O/S missing
144,900
$2,862,000 30 Jun 2017
13F
WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC
13F
Company
class O/S missing
143,795
$2,840,000 30 Jun 2017
13F
ROYAL BANK OF CANADA
13F
Company
class O/S missing
135,795
$2,682,000 30 Jun 2017
13F
OPPENHEIMER & CO INC
13F
Company
class O/S missing
113,410
$2,240,000 30 Jun 2017
13F
Verde Servicos Internacionais S.A.
13F
Company
class O/S missing
110,546
$2,183,000 30 Jun 2017
13F
BW Gestao de Investimentos Ltda.
13F
Company
class O/S missing
89,640
$1,770,000 30 Jun 2017
13F
CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM
13F
Company
class O/S missing
87,800
$1,734,000 30 Jun 2017
13F
Perigon Wealth Management, LLC
13F
Company
class O/S missing
82,752
$1,634,000 30 Jun 2017
13F
BALYASNY ASSET MANAGEMENT L.P.
13F
Company
class O/S missing
80,553
$1,591,000 30 Jun 2017
13F
Allianz Asset Management GmbH
13F
Company
class O/S missing
75,800
$1,497,000 30 Jun 2017
13F
AUGUSTINE ASSET MANAGEMENT INC
13F
Company
class O/S missing
74,523
$1,471,000 30 Jun 2017
13F
Texas Yale Capital Corp.
13F
Company
class O/S missing
73,970
$1,461,000 30 Jun 2017
13F
STIFEL FINANCIAL CORP
13F
Company
class O/S missing
70,634
$1,405,000 30 Jun 2017
13F

Institutional Holders of Carlyle Group Inc. - Common Stock (CG) as of Q3 2017

As of 30 Sep 2017, Carlyle Group Inc. - Common Stock (CG) was held by 1 institutional shareholder that filed Form 13F with the SEC. Together, they reported ownership of 2,550 shares. The largest 1 holders included Anchor Investment Management, LLC. This page lists 1 institutional shareholders reporting positions in this security for the Q3 2017 filing period.
Investor Option Weight % Change % Value $ * Price Shares Share Change Activity Report Period

Compare Q3 2017 vs Q4 2025 Across Filers

Q4 2025 holders
613
Q3 2017 holders
1
Holder diff
-612
Investor Q4 2025 Shares Q3 2017 Shares Share Diff Share Chg % Q4 2025 Value $ Q3 2017 Value $ Value Diff $ Value Chg %

Trend: ostatnie 8 kwartałów (+ wybrane okresy porównania).

Quarterly Holders Trend
Quarterly Value Trend
Quarterly Shares Trend
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.
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