CG · NASDAQ · Asset Management

The Carlyle Group (CG)

Manages private equity, credit and AlpInvest fund solutions through a global platform.

$40.11
vs last close−0.12 (−0.30%)

13F · 13D/G · Form 4

Institutions61.44%221.16M shares
617 holders · as of Jun 30, 2026
Insiders25.75%92.70M shares
19 holders · as of Sep 11, 2026
Strategic holders65.85%237.04M shares
1 holder · as of Jul 12, 2024
Adds to153.04%

359.97M company shares as of Sep 23, 2026 · institutions as of Jun 30, 2026 · holders as of their latest filing

These groups come from separate filings that can overlap, so they add to 153.04%; nothing is left for Other.

13F · 13D/G · Form 4

HolderStakeSharesDate
Carlyle Group Management L.L.C.1Strategic10 percent owner
65.85%152.13M · 47.43M · 37.49Mfiled Jul 12, 2024
Daniel A. D'Aniello2Insiderdirector
9.03%32.50Mfiled Apr 17, 2025
BlackRock, Inc.Institution
8.89%31.98Mas of Jun 30, 2026
William E. Jr ConwayInsiderdirector
7.50%27.00Mfiled Sep 5, 2025
David M. RubensteinInsiderdirector
7.47%26.90Mfiled Sep 11, 2026
Vulcan Value Partners, LLCInstitution
7.06%25.42Mfiled Feb 16, 2021
Harris Associates L PInstitution
4.91%17.66Mas of Jun 30, 2026
Vanguard Portfolio Management LLCInstitution
3.29%11.83Mas of Jun 30, 2026
Capital World InvestorsInstitution
3.28%11.81Mas of Jun 30, 2026
Vanguard Capital Management LLCInstitution
3.18%11.46Mas of Jun 30, 2026
Morgan StanleyInstitution
2.78%9.99Mas of Jun 30, 2026
State Street CorpInstitution
2.75%9.89Mas of Jun 30, 2026
Massachusetts Financial Services Co /MA/Institution
2.15%7.74Mas of Jun 30, 2026
Alkeon Capital Management LLCInstitution
1.65%5.94Mas of Jun 30, 2026
William Blair Investment Management, LLCInstitution
1.64%5.91Mas of Jun 30, 2026
Geode Capital Management, LLCInstitution
1.45%5.22Mas of Jun 30, 2026
Ariel Investments, LLCInstitution
1.26%4.55Mas of Jun 30, 2026
FMR LLCInstitution
1.21%4.36Mas of Jun 30, 2026
Legal & General Group PLCInstitution
1.08%3.87Mas of Jun 30, 2026
Norges BankInstitution
1.01%3.65Mas of Jun 30, 2026
AmundiInstitution
0.95%3.41Mas of Jun 30, 2026
Dimensional Fund Advisors LPInstitution
0.83%3.00Mas of Jun 30, 2026
Northern Trust CorpInstitution
0.72%2.58Mas of Jun 30, 2026
UBS Group AGInstitution
0.70%2.50Mas of Jun 30, 2026
Point72 Asset Management, L.P.Institution
0.61%2.18Mas of Jun 30, 2026
  1. Carlyle Group Management L.L.C.'s transaction reports restate only vehicles that traded; the 2022 ownership statement (152.13M) less the 17.0K net shares sold since is used instead.
  2. Daniel A. D'Aniello's transaction reports restate only vehicles that traded; the 2025 ownership statement (32.50M) is used instead.

13F, as of Jun 30, 2026

617 holders · 221.16M shares · 65 new positions · 295 increased · 205 reduced · 87 closed

HolderShares% outstandingChg q/qFiled
BlackRock, Inc.31.98M8.89%+959.6KAug 7, 2026
Harris Associates L P17.66M4.91%+1.08MAug 14, 2026
Vanguard Portfolio Management LLC11.83M3.29%+10.6KAug 13, 2026
Capital World Investors11.81M3.28%−6.01MAug 12, 2026
Vanguard Capital Management LLC11.46M3.18%+70.8KAug 13, 2026
Morgan Stanley9.99M2.78%−179.0KAug 13, 2026
State Street Corp9.89M2.75%+211.1KAug 7, 2026
Massachusetts Financial Services Co /MA/7.74M2.15%+90.5KAug 3, 2026

13D/G · 5% or more, as filed

Holder% of classSharesFormFiled
Daniel A. D'Aniello9.00%32.50M13GApr 17, 2025
William E. Conway, Jr.8.30%30.00M13GApr 17, 2025
David M. Rubenstein8.10%29.25M13GApr 17, 2025
BlackRock, Inc.6.10%21.85MNov 8, 2024
Capital World Investors5.00%17.99M13GMay 14, 2026

Form 4

Latest trades

DateInsiderTypeSharesAvg priceOwned after
Sep 11, 2026
David M. Rubensteindirector
Sale400,000$42.7426,899,644
Mar 19, 2026
David M. Rubensteindirector
Sale500,000$46.6827,399,644
Dec 10, 2025
David M. Rubensteindirector
Sale625,000$56.5527,999,644

House and Senate disclosures

Not reported.