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The Carlyle Group Inc. (CG) institutional ownership

Latest close $44.74 Jul 20, 2026
Market cap$19.1B 52-week range SectorFinancial Services
Funds holding · Q1 2026
580
reported CG position changes
Top owners · Q1 2026
No disclosed owners are available.
Institutional activity · Q1 2026
Net sold $549M
301 buyers · 279 sellers

The Carlyle Group Inc. (CG) price and institutional activity

Dates

Q1 2026

$837M bought by 301 investors
Regents of the University of California$84MHarris Associates L P$76M +299 more
$1.4B sold by 279 investors
Boston Partners-$305MNorges-$269M +277 more
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Bought Sold Totals per quarter; hover a bar for the names.

The Carlyle Group Inc. (CG) institutional activity · 580

Investor Type Est. change Change Δ Own Date
Boston Partners · Exited −$305M
Change −5.5M Δ Own −100.0% Date Q1 2026
Boston Partners Exited· Q1 2026 −$305M −5.5M −100.0% Q1 2026
Norges · Exited −$269M
Change −4.9M Δ Own −100.0% Date Q1 2026
Norges Exited· Q1 2026 −$269M −4.9M −100.0% Q1 2026
Capital World Investors · Reduced −$118M
Change −2.1M Date Q1 2026
Capital World Investors Reduced· Q1 2026 −$118M −2.1M Q1 2026
Capital International Investors · Exited −$94M
Change −1.7M Δ Own −100.0% Date Q1 2026
Capital International Investors Exited· Q1 2026 −$94M −1.7M −100.0% Q1 2026
Millennium Management LLC · Reduced −$85M
Change −1.5M Date Q1 2026
Millennium Management LLC Reduced· Q1 2026 −$85M −1.5M Q1 2026
Regents of the University of California · New +$84M
Change +1.5M Date Q1 2026
Regents of the University of California New· Q1 2026 +$84M +1.5M Q1 2026
Harris Associates L P · Added +$76M
Change +1.4M Δ Own +9.1% Date Q1 2026
Harris Associates L P Added· Q1 2026 +$76M +1.4M +9.1% Q1 2026
FMR LLC · Added +$74M
Change +1.3M Δ Own +56.5% Date Q1 2026
FMR LLC Added· Q1 2026 +$74M +1.3M +56.5% Q1 2026
Beutel, Goodman & Co Ltd. · Reduced −$51M
Change −916K Date Q1 2026
Beutel, Goodman & Co Ltd. Reduced· Q1 2026 −$51M −916K Q1 2026
Vanguard · Reduced −$46M
Change −836K Date Q1 2026
Vanguard Reduced· Q1 2026 −$46M −836K Q1 2026
William Blair Investment Management, LLC · Reduced −$46M
Change −831K Date Q1 2026
William Blair Investment Management, LLC Reduced· Q1 2026 −$46M −831K Q1 2026
Marshall Wace, LLP · Exited −$41M
Change −742K Δ Own −100.0% Date Q1 2026
Marshall Wace, LLP Exited· Q1 2026 −$41M −742K −100.0% Q1 2026
Prana Capital Management, LP · New +$36M
Change +651K Date Q1 2026
Prana Capital Management, LP New· Q1 2026 +$36M +651K Q1 2026
Royal Bank of Canada · Added +$26M
Change +475K Date Q1 2026
Royal Bank of Canada Added· Q1 2026 +$26M +475K Q1 2026
Alyeska Investment Group, L.P. · Added +$25M
Change +461K Date Q1 2026
Alyeska Investment Group, L.P. Added· Q1 2026 +$25M +461K Q1 2026
Data through Q1 2026 · filed Jun 3, 2026
15 of 580

Famous investor activity in The Carlyle Group Inc. (CG)

The Carlyle Group Inc. (CG) insider trading

Company insiders, action and economics first; trade and filed dates last.
Dates
Insider Title Type Price Qty Value Owned ΔOwn Trade date Filed date
Lobue Lindsay · Officer Grant (A) 3K
Owned 716K Trade date May 28, 2026 Filed date May 29, 2026
Lobue Lindsay Officer Grant (A) 3K 716K May 28, 2026 May 29, 2026
Jenkins Mark David · Officer Grant (A) 8K
Owned 1.5M Trade date May 28, 2026 Filed date May 29, 2026
Jenkins Mark David Officer Grant (A) 8K 1.5M May 28, 2026 May 29, 2026
Plouffe Justin · CFO Grant (A) 4K
Owned 911K Trade date May 28, 2026 Filed date May 29, 2026
Plouffe Justin CFO Grant (A) 4K 911K May 28, 2026 May 29, 2026
Andrews Charles Elliott Jr · Officer Grant (A) 409
Owned 148K Trade date May 28, 2026 Filed date May 29, 2026
Andrews Charles Elliott Jr Officer Grant (A) 409 148K May 28, 2026 May 29, 2026
Nedelman Jeffrey · Officer Grant (A) 8K
Owned 1.6M Trade date May 28, 2026 Filed date May 29, 2026
Nedelman Jeffrey Officer Grant (A) 8K 1.6M May 28, 2026 May 29, 2026
Redett John C. · Officer Grant (A) 11K
Owned 1.9M Trade date May 28, 2026 Filed date May 29, 2026
Redett John C. Officer Grant (A) 11K 1.9M May 28, 2026 May 29, 2026
Ferguson Jeffrey W. · Officer Grant (A) 1K
Owned 783K Trade date May 28, 2026 Filed date May 29, 2026
Ferguson Jeffrey W. Officer Grant (A) 1K 783K May 28, 2026 May 29, 2026
Schwartz Harvey M. · Director Grant (A) 21K
Owned 5.3M Trade date May 28, 2026 Filed date May 29, 2026
Schwartz Harvey M. Director Grant (A) 21K 5.3M May 28, 2026 May 29, 2026
Cherwoo Sharda · Director Grant (A) 4K
Owned 20K Trade date May 1, 2026 Filed date May 1, 2026
Cherwoo Sharda Director Grant (A) 4K 20K May 1, 2026 May 1, 2026
Hance James H. Jr · Director Grant (A) 4K
Owned 317K Trade date May 1, 2026 Filed date May 1, 2026
Hance James H. Jr Director Grant (A) 4K 317K May 1, 2026 May 1, 2026
Filler Linda · Director Grant (A) 4K
Owned 26K Trade date May 1, 2026 Filed date May 1, 2026
Filler Linda Director Grant (A) 4K 26K May 1, 2026 May 1, 2026
Shaw William Joseph · Director Grant (A) 4K
Owned 78K Trade date May 1, 2026 Filed date May 1, 2026
Shaw William Joseph Director Grant (A) 4K 78K May 1, 2026 May 1, 2026
Ordan Mark S. · Director 2 operations 9K
Price $49.44 Owned 31K Trade date May 1, 2026 Filed date May 1, 2026
Ordan Mark S. Director 2 operations $49.44 9K 31K May 1, 2026 May 1, 2026
Welters Anthony · Director Grant (A) 4K
Owned 48K Trade date May 1, 2026 Filed date May 1, 2026
Welters Anthony Director Grant (A) 4K 48K May 1, 2026 May 1, 2026
Fitt Lawton W. · Director Grant (A) 4K
Owned 78K Trade date May 1, 2026 Filed date May 1, 2026
Fitt Lawton W. Director Grant (A) 4K 78K May 1, 2026 May 1, 2026
15 of 73
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The Carlyle Group Inc. (CG) activist and large shareholders

What are Schedules 13D and 13G?

Dates
Owner/Filer identity Shares reported % of shares outstanding Filing date
Carlyle Group Management L.L.C. 133.9M
% of shares outstanding 37.4% Filing date Nov 15, 2024
Carlyle Group Management L.L.C. 133.9M 37.4% Nov 15, 2024
D'Aniello Daniel A. 33.0M
% of shares outstanding 9.3% Filing date Feb 11, 2022
D'Aniello Daniel A. 33.0M 9.3% Feb 11, 2022
Conway William E Jr 32.0M
% of shares outstanding 9.0% Filing date Feb 11, 2022
Conway William E Jr 32.0M 9.0% Feb 11, 2022
BlackRock Inc. 31.2M
% of shares outstanding 8.6% Filing date Jan 25, 2024
BlackRock Inc. 31.2M 8.6% Jan 25, 2024
Rubenstein David M. 29.2M
% of shares outstanding 8.1% Filing date Feb 10, 2023
Rubenstein David M. 29.2M 8.1% Feb 10, 2023
Vanguard Group Inc 24.9M
% of shares outstanding 6.9% Filing date Feb 13, 2024
Vanguard Group Inc 24.9M 6.9% Feb 13, 2024
Blackrock, Inc. 21.8M
% of shares outstanding 6.1% Filing date Nov 8, 2024
Blackrock, Inc. 21.8M 6.1% Nov 8, 2024
Capital World Investors 20.0M
% of shares outstanding 5.5% Filing date Feb 9, 2024
Capital World Investors 20.0M 5.5% Feb 9, 2024
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The Carlyle Group Inc. (CG) ownership FAQ

Who owns CG?

580 reporting institutions disclosed CG position changes in the Q1 2026 snapshot.

How is institutional activity calculated?

For each manager, WhoBought compares accepted consecutive 13F share counts. Share change is current shares minus prior shares. Estimated dollar change is that signed share change multiplied by the split-adjusted quarter-mean close. The activity table on this page uses Q1 2026.

What are activist and large shareholder filings?

An investor crossing 5% of a share class generally files Schedule 13D for activist intent or Schedule 13G for a passive position. The technical form names appear here rather than in the activity rows.

Where does this data come from?

Ownership and institutional activity come from SEC Form 13F filings. Insider activity comes from SEC Form 4, and large-shareholder activity from SEC Schedules 13D and 13G. FMP supplies price data only. Company logos use the local verified Parqet cache with one shared fallback.

Why are ownership reports delayed?

Form 13F is a quarterly disclosure and is normally filed after the quarter ends. Every ownership and activity value therefore names its represented period; it is not presented as a live position.

How are missing table values shown?

A muted dash marks a missing table value. It means the filing omitted the value, comparable data is unavailable, or no prior position exists for comparison.