Carlyle Group Inc. - Common Stock (CG)

CUSIP: 14316J108

Q3 2020 13F Holders as of 30 Sep 2020

Holder snapshot 7 signals
Share change
+3,490,998
Put/Call ratio
24%
SEC-reported price per share
$24.67
Number of holders
258
Value change
+$83,030,727
Number of buys
126
Open additional details 1 more signal available
Number of sells
116
Security identity Names, identifiers, and filing context for this profile. 1 source field
Shares outstanding
358,410,608

Security key

14316J108

Report period

Q3 2020

Institutions

258

Top holders

10

Ownership snapshot

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

Grouped by holder across the latest SEC ownership disclosures. Start with comparable ownership when available, then verify the linked 13F, 13D/G, or 3/4/5 evidence.

Comparable stake leader
Vulcan Value Partners, LLC
Disclosed value leader
Vulcan Value Partners, LLC
Comparable rows
15/15
Latest evidence
30 Jun 2020
13F Lead comparable stake: 6.8% Showing 1-6 of 15 holder rows.

Quick read

Vulcan Value Partners, LLC leads the comparable SEC ownership view at 6.8%.

15 of 15 rows have a safely comparable ownership percentage. Use this as a filing-backed starting point, then open the detailed table for source links, reporting role, position value, share count, and filing date.

Open SEC evidence Opens Vulcan Value Partners, LLC's linked filing trail.
Comparable ownership Top 5
Vulcan Value Partners, LLC 6.8%
VANGUARD GROUP INC 4%
Capital World Investors 3.5%
MORGAN STANLEY 2.3%
BlackRock Finance, Inc. 2%

Ownership % is shown only when SEC disclosures are safely comparable across share classes.

Detailed SEC evidence table Showing 1-6 of 15 holder rows
Holder Evidence Ownership % Position 12M Net Δ As of
Vulcan Value Partners, LLC
13F
Company
13F
6.8%
$677,750,000
24,292,103 shares
30 Jun 2020
VANGUARD GROUP INC
13F
Company
13F
4%
$404,666,000
14,504,167 shares
30 Jun 2020
Capital World Investors
13F
Company
13F
3.5%
$351,990,000
12,616,142 shares
30 Jun 2020
MORGAN STANLEY
13F
Company
13F
2.3%
$230,394,000
8,257,852 shares
30 Jun 2020
BlackRock Finance, Inc.
13F
Company
13F
2%
$195,440,000
7,005,048 shares
30 Jun 2020
ALKEON CAPITAL MANAGEMENT LLC
13F
Company
13F
1%
$104,876,000
3,759,025 shares
30 Jun 2020
How to read this table

Rows are grouped by holder and ranked first by SEC-reported ownership % when it is safely comparable, then by disclosed holdings value. indicates unavailable or non-comparable values; "mixed-class rows" means the latest filing spans non-comparable classes.

13F holder rows

Institutional holders as of Q3 2020

Investor-level positions for this CUSIP, loaded as an interactive table.

Institutions
258
Shares
114,470,900
Rows available
258
Investor Option Weight % Change % SEC-reported value * Price Shares Share Change Activity Report Period

* SEC-reported price is the security price as of the portfolio date and can indicate the last known price at which the security was still held. The marker flags a reported price that did not pass the local price check.

Compare Q3 2020 vs Q2 2020 Across Filers

Q2 2020 holders
240
Q3 2020 holders
258
Holder diff
18
Investor Q2 2020 Shares Q3 2020 Shares Share Diff Share Chg % Q2 2020 value Q3 2020 value Value change Value Chg %
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 .