Comparable stake leader
Daniel A. D'Aniello
SEC ownership of Carlyle Group Inc.
Top holders, 13D/G large-stake signals, insider positions, and transaction flow tied to CIK 0001527166.
Disclosed value leader
Daniel A. D'Aniello
Comparable rows
50/50
Latest evidence
11 Sep 2026
- Public ticker
- CG, CGABL on Nasdaq
- Parsed ownership sources
-
3/4/5, 13D/G, and 13F
Source: Parsed SEC ownership filingsUse: Compare filing families carefully
- Largest SEC-reported holder
-
Daniel A. D'Aniello
Ranking: Comparable ownership first, then disclosed value
- Comparable ownership rows
-
50 of 50
Meaning: Rows with safely comparable ownership %
- Latest 13D/G holder
-
Daniel A. D'Aniello
Source: Latest parsed Schedule 13D/G stake
- Latest parsed ownership date
-
11 Sep 2026
Freshness: Most recent filing date in this holder set
- Issuer CIK
- 0001527166
- Issuer location
- Washington, DC
Ownership snapshot
CIK-linked ownership evidence from parsed SEC filings.
3 signals
Issuer
Names, identifiers, and filing context for this profile.
2 identity fields
Ownership snapshot
Top shareholders of Carlyle Group Inc. (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
Daniel A. D'Aniello
Disclosed value leader
Daniel A. D'Aniello
Comparable rows
50/50
Latest evidence
11 Sep 2026
3/4/5
13D/G
13F
Lead comparable stake: 9%
13D/G row: Daniel A. D'Aniello
Showing 1-8 of 50 holder rows.
Quick read
Daniel A. D'Aniello leads the comparable SEC ownership view at 9%.
50 of 50 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 Daniel A. D'Aniello's linked filing trail.
Comparable ownership
Top 5
Daniel A. D'Aniello
9%
William E. Conway Jr.
8.3%
David M. Rubenstein
8.1%
BlackRock, Inc.
7.4%
Capital World Investors
5%
Ownership % is shown only when SEC disclosures are safely comparable across share classes.
Detailed SEC evidence table Showing 1-8 of 50 holder rows
| Holder | Evidence | Ownership % | Position | 12M Net Δ | As of |
|---|---|---|---|---|---|
| Daniel A. D'Aniello |
3/4/5
13D/G
Director
|
9%
from 13D/G
|
$1,712,641,134
32,504,102 shares
|
— | 12 Nov 2024 |
| William E. Conway Jr. |
3/4/5
13D/G
Director
|
8.3%
from 13D/G
|
$1,684,777,785
26,999,644 shares
|
— | 03 Sep 2025 |
| David M. Rubenstein |
3/4/5
13D/G
Director
|
8.1%
from 13D/G
|
$1,149,690,784
26,899,644 shares
|
-$75,779,750 | 11 Sep 2026 |
| BlackRock, Inc. |
13F
13D/G
Company
|
7.4%
from 13D/G
|
$1,346,848,467
31,984,053 shares
|
— | 30 Jun 2026 |
| Capital World Investors |
13D/G
13F
Company
|
5%
|
$866,655,288
17,987,864 shares
|
-$99,558,574 | 31 Mar 2026 |
| Harvey M. Schwartz |
3/4/5
Chief Executive Officer, Director
|
1.5%
|
$222,061,273
5,273,362 shares
|
— | 26 Aug 2026 |
| John C. Redett |
3/4/5
Co-President
|
0.49%
|
$73,776,720
1,752,000 shares
|
— | 26 Aug 2026 |
| Jeffrey Nedelman |
3/4/5
Co-President
|
0.45%
|
$67,775,160
1,609,479 shares
|
— | 26 Aug 2026 |
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.
Forms 3/4/5 flow
Insider trading overview
Net insider flow leans to selling over the last 12 months. Net value: -$75,779,750.
Buys
$0
Insiders: 0
Sells
$75,779,750
Insiders: 1
Net
-$75,779,750
Shares: -1,525,000
Window
Last 12 months
4 rolling buckets
Buy value
Sell value
Shares: 0
Shares: 1,525,000
| Window (months) | Buy shares | Sell shares | Buy value | Sell value | Net value |
|---|---|---|---|---|---|
| 0-3 | 0 | 400,000 | $0 | $17,096,000 | -$17,096,000 |
| 3-6 | 0 | 500,000 | $0 | $23,340,000 | -$23,340,000 |
| 6-9 | 0 | 0 | $0 | $0 | $0 |
| 9-12 | 0 | 625,000 | $0 | $35,343,750 | -$35,343,750 |
Reporting owners
Insider holders from Forms 3/4/5
Showing 1-20 of 28 reporting-owner rows connected to Carlyle Group Inc.. Open a relationship link for the CIK-to-CIK filing trail.
Rows
28
Largest Forms 3/4/5 holder
Daniel A. D'Aniello
Net 12M change
-$75,779,750
Latest report
11 Sep 2026
| Name | Relationship | Holdings Value | Past Year Net Change | Change % | Valuation | Report Date |
|---|---|---|---|---|---|---|
| Daniel A. D'Aniello | Director | $1,712,641,134 | Mixed | 12 Nov 2024 | ||
| William E. Conway Jr. | Director | $1,684,777,785 | Mixed | 03 Sep 2025 | ||
| David M. Rubenstein | Director | $1,149,690,784 | -$75,779,750 | -6.2% | Filing P/S | 11 Sep 2026 |
| Peter J. Clare | Officer, Director | $226,829,304 | Mixed | 07 Feb 2023 | ||
| Harvey M. Schwartz | Chief Executive Officer, Director | $222,061,273 | Median | 26 Aug 2026 | ||
| Kewsong Lee | Chief Executive Officer, Director | $103,609,005 | Mixed | 01 May 2022 | ||
| Christopher Finn | Chief Operating Officer | $86,516,282 | Mixed | 21 May 2024 | ||
| John C. Redett | Co-President | $73,776,720 | Median | 26 Aug 2026 | ||
| Jeffrey Nedelman | Co-President | $67,775,160 | Median | 26 Aug 2026 | ||
| Mark David Jenkins | Co-President | $59,605,778 | Median | 26 Aug 2026 | ||
| Curtis L. Buser | Chief Financial Officer | $50,981,049 | Mixed | 02 Aug 2023 | ||
| Jeffrey W. Ferguson | General Counsel | $37,912,306 | Mixed | 28 May 2026 | ||
| Justin Plouffe | Chief Financial Officer | $35,897,132 | Median | 26 Aug 2026 | ||
| Lindsay LoBue | Chief Operating Officer | $29,501,339 | Median | 26 Aug 2026 | ||
| Bruce M. Larson | Chief Human Resources Officer | $16,823,818 | Mixed | 02 Aug 2023 | ||
| James H. Hance Jr. | Director | $15,317,273 | Mixed | 01 May 2026 | ||
| Charles E. Andrews Jr. | Chief Accounting Officer | $5,712,979 | Median | 26 Aug 2026 | ||
| Lawton W. Fitt | Director | $3,778,920 | Mixed | 01 May 2026 | ||
| William Joseph Shaw | Director | $3,778,920 | Mixed | 01 May 2026 | ||
| Anthony Welters | Director | $2,315,413 | Mixed | 01 May 2026 |
Recent insider transactions for Carlyle Group Inc.
Showing up to 300 recent insider transactions from the last 12 months.
| Insider | Symbol | Class | Transaction | % | SEC-reported value | SEC-reported price | Shares | Shares owned | Date | Ownership |
|---|---|---|---|---|---|---|---|---|---|---|
| David M. Rubenstein | CG | Common Stock | Sale | -1.47% | $17,096,000 | $42.74 | -400,000 | 26,899,644 | 11 Sep 2026 | Direct |
| David M. Rubenstein | CG | Common Stock | Gift | -0.36% | -100,000 | 27,299,644 | 11 Sep 2026 | Direct | ||
| Jeffrey Nedelman | CG | Common Stock | Award | 0.41% | 6,615 | 1,609,479 | 26 Aug 2026 | Direct | ||
| Kate E. Heinzelman | CG | Common Stock | Award | 0.71% | 78 | 11,109 | 26 Aug 2026 | Direct | ||
| Charles E. Andrews Jr. | CG | Common Stock | Award | 0.22% | 304 | 135,668 | 26 Aug 2026 | Direct | ||
| Justin Plouffe | CG | Common Stock | Award | 0.44% | 3,769 | 852,461 | 26 Aug 2026 | Direct | ||
| John C. Redett | CG | Common Stock | Award | 0.48% | 8,302 | 1,752,000 | 26 Aug 2026 | Direct | ||
| Harvey M. Schwartz | CG | Common Stock | Award | 0.37% | 19,240 | 5,273,362 | 26 Aug 2026 | Direct | ||
| Lindsay LoBue | CG | Common Stock | Award | 0.38% | 2,657 | 700,578 | 26 Aug 2026 | Direct | ||
| Mark David Jenkins | CG | Common Stock | Award | 0.44% | 6,264 | 1,415,478 | 26 Aug 2026 | Direct | ||
| Charles E. Andrews Jr. | CG | Common Stock | Tax liability | -8.37% | -12,364 | 135,364 | 01 Aug 2026 | Direct | ||
| Justin Plouffe | CG | Common Stock | Tax liability | -6.86% | -62,533 | 848,692 | 01 Aug 2026 | Direct | ||
| John C. Redett | CG | Common Stock | Tax liability | -6.67% | -124,558 | 1,743,698 | 01 Aug 2026 | Direct | ||
| Kate E. Heinzelman | CG | Common Stock | Award | 11,031 | 11,031 | 01 Aug 2026 | Direct | |||
| Jeffrey Nedelman | CG | Common Stock | Tax liability | -2.62% | -43,081 | 1,602,864 | 01 Aug 2026 | Direct | ||
| Lindsay LoBue | CG | Common Stock | Tax liability | -2.55% | -18,284 | 697,921 | 01 Aug 2026 | Direct | ||
| Mark David Jenkins | CG | Common Stock | Tax liability | -8.14% | -124,793 | 1,409,214 | 01 Aug 2026 | Direct | ||
| Lindsay LoBue | CG | Common Stock | Award | 0.44% | 3,120 | 716,205 | 28 May 2026 | Direct | ||
| Mark David Jenkins | CG | Common Stock | Award | 0.5% | 7,634 | 1,534,007 | 28 May 2026 | Direct | ||
| Justin Plouffe | CG | Common Stock | Award | 0.45% | 4,077 | 911,225 | 28 May 2026 | Direct | ||
| Charles E. Andrews Jr. | CG | Common Stock | Award | 0.28% | 409 | 147,728 | 28 May 2026 | Direct | ||
| Jeffrey Nedelman | CG | Common Stock | Award | 0.47% | 7,733 | 1,645,945 | 28 May 2026 | Direct | ||
| John C. Redett | CG | Common Stock | Award | 0.58% | 10,830 | 1,868,256 | 28 May 2026 | Direct | ||
| Jeffrey W. Ferguson | CG | Common Stock | Award | 0.16% | 1,274 | 783,474 | 28 May 2026 | Direct | ||
| Harvey M. Schwartz | CG | Common Stock | Award | 0.4% | 20,743 | 5,254,122 | 28 May 2026 | Direct | ||
| Sharda Cherwoo | CG | Common Stock | Award | 27.9% | 4,450 | 20,398 | 01 May 2026 | Direct | ||
| James H. Hance Jr. | CG | Common Stock | Award | 1.43% | 4,450 | 316,538 | 01 May 2026 | Direct | ||
| Linda Filler | CG | Common Stock | Award | 20.5% | 4,450 | 26,163 | 01 May 2026 | Direct | ||
| William J. Shaw | CG | Common Stock | Award | 6.04% | 4,450 | 78,093 | 01 May 2026 | Direct | ||
| Mark S. Ordan | CG | Common Stock | Award | 41% | 8,900 | 30,613 | 01 May 2026 | Direct | ||
| Anthony S. Welters | CG | Common Stock | Award | 10.2% | 4,450 | 47,849 | 01 May 2026 | Direct | ||
| Lawton W. Fitt | CG | Common Stock | Award | 6.04% | 4,450 | 78,093 | 01 May 2026 | Direct | ||
| Derica W. Rice | CG | Common Stock | Award | 25.2% | 7,383 | 36,657 | 01 May 2026 | Direct | ||
| Afsaneh Mashayekhi Beschloss | CG | Common Stock | Award | 43.5% | 4,450 | 14,689 | 01 May 2026 | Direct | ||
| David M. Rubenstein | CG | Common Stock | Sale | -1.79% | $23,340,000 | $46.68 | -500,000 | 27,399,644 | 19 Mar 2026 | Direct |
| David M. Rubenstein | CG | Common Stock | Gift | -0.36% | -100,000 | 27,899,644 | 19 Mar 2026 | Direct | ||
| John C. Redett | CG | Common Stock | Award | 0.49% | 9,114 | 1,857,426 | 20 Feb 2026 | Direct | ||
| Charles E. Andrews Jr. | CG | Common Stock | Award | 0.23% | 343 | 147,319 | 20 Feb 2026 | Direct | ||
| Mark David Jenkins | CG | Common Stock | Award | 0.42% | 6,424 | 1,526,373 | 20 Feb 2026 | Direct | ||
| Justin Plouffe | CG | Common Stock | Award | 0.38% | 3,431 | 907,148 | 20 Feb 2026 | Direct | ||
| Jeffrey Nedelman | CG | Common Stock | Award | 0.4% | 6,507 | 1,638,212 | 20 Feb 2026 | Direct | ||
| Jeffrey W. Ferguson | CG | Common Stock | Award | 0.14% | 1,070 | 782,200 | 20 Feb 2026 | Direct | ||
| Harvey M. Schwartz | CG | Common Stock | Award | 0.33% | 17,457 | 5,233,379 | 20 Feb 2026 | Direct | ||
| Lindsay LoBue | CG | Common Stock | Award | 0.37% | 2,625 | 713,085 | 20 Feb 2026 | Direct | ||
| Harvey M. Schwartz | CG | Common Stock | Tax liability | -2.52% | -134,812 | 5,215,922 | 14 Feb 2026 | Direct | ||
| Justin Plouffe | CG | Common Stock | Tax liability | -4.86% | -46,176 | 903,717 | 06 Feb 2026 | Direct | ||
| Jeffrey W. Ferguson | CG | Common Stock | Tax liability | -0.12% | -937 | 781,130 | 06 Feb 2026 | Direct | ||
| Charles E. Andrews Jr. | CG | Common Stock | Tax liability | -4.14% | -6,354 | 146,976 | 06 Feb 2026 | Direct | ||
| Mark David Jenkins | CG | Common Stock | Tax liability | -2.95% | -46,176 | 1,519,949 | 06 Feb 2026 | Direct | ||
| John C. Redett | CG | Common Stock | Tax liability | -4.48% | -86,781 | 1,848,312 | 06 Feb 2026 | Direct |
* marks a reported price that did not pass the local price check.