$CG

$38.55 +$0.02 (0.05%) Live

$CG Overview Financial Statements SEC Filings Executives News Red Flags Capital Raising Ownership Insider Transactions Congressional Trades

Ownership

13F as of Q2 2026 · 356.3M shares outstanding

Who owns CG?

By type of holder

Institutions 61.5% Insiders 27.9% Everyone else 10.6%

Concentration Top 10 holders own 53.6%

D'Aniello Daniel A. 9.1% · BlackRock, Inc. 9.0%

Institutional ownership

61.5%

+0.3 pts vs last qtr

Institutional holders

583

-17 vs last qtr

Net shares bought

+914.4K

by institutions in Q2 2026

New / sold out

66 / 83

positions opened vs closed

How is ownership changing?

Institutions, last 8 quarters

Biggest buyers in Q2 2026

Norges Bank NEW +3.6M
Amundi +2.7M

Biggest sellers in Q2 2026

Millennium Management LLC −6.6M
Capital World Investors −6.0M

Who is planning to sell?

Notices of proposed sale, last 12 months

$76.4M

3 notices from 1 person

Shares covered

1.5M

0.43% of the company

Arranged in advance

of the value is under a 10b5-1 plan

Under a 10b5-1 plan No plan

Largest proposed sellers

David M. Rubenstein Director $76.4M

Every notice on Red Flags →

A Form 144 is notice of a planned sale, not the sale itself. What insiders actually sold is on Insider Transactions.

Is your stake being diluted?

Diluted share count, FY2020–FY2025

+3.5%

+0.69% a year

Each share's claim on the business

−3.4%

shrank without buying or selling a share

Spent on buybacks vs paid in stock

$1.82B vs $1.51B

over 6 fiscal years

Diluted shares, split-adjusted

Buybacks Stock-based comp

How patient are the owners?

Institutional shares by how long they've been held

5+ years67% 3–5 years10% 1–3 years16% Under 1 year8%

Quarterly turnover

10.9%

of institutional shares changed hands

Top 10 managers, median time held

5 years

Super Investors

Investment managers reporting CG on Form 13F

Holder	Shares	% of company	Change vs last qtr	Held since	% of their book
B BlackRock, Inc.	32.0M	8.98%	+959.6K (+3.1%)	≤2021	0.0%
Shares held by quarter Peak holding32.5M (Q3'25) Change over 8 quarters+10.6M Share of the company8.980% BlackRock, Inc.'s full portfolio →
CW Capital World Investors	11.8M	3.32%	−6.0M (−33.7%)	≤2021	0.1%
Shares held by quarter Peak holding20.0M (Q3'25) Change over 8 quarters−7.9M Share of the company3.320% Capital World Investors's full portfolio →

BlackRock, Inc.

32.0M

% of company

8.98%

Change vs last qtr

+959.6K (+3.1%)

Held since

≤2021

Capital World Investors

11.8M

% of company

3.32%

Change vs last qtr

−6.0M (−33.7%)

Held since

≤2021

28 more super investors behind a free account

See every manager holding Carlyle Group Inc, how their position has changed, and how long they've held it.

Institutional Funds

Mutual funds and ETFs reporting CG on Form N-PORT; together they hold 30.2% of the company

Fund	Position value	Shares	% of company	% of the fund	As of
IF Income Fund of America Income Fund of America	$522M	11.3M	3.18%	0.35%	July 31, 2026
IC iShares Core S&P Mid-Cap ETF iShares Trust	$374M	8.9M	2.49%	0.30%	June 30, 2026

Income Fund of America

Position value

$522M

% of company

3.18%

% of the fund

0.35%

As of

July 31, 2026

iShares Core S&P Mid-Cap ETF

iShares Trust

Position value

$374M

% of company

2.49%

% of the fund

0.30%

As of

June 30, 2026

23 more funds behind a free account

See every fund holding Carlyle Group Inc and how much of the fund the position is.

Insiders and 5%+ holders

From Forms 3/4/5 and Schedules 13D/G

Holder	Shares	% of company	Change vs last qtr	8 quarters	Held since	% of their book
DD D'Aniello Daniel A. Insider	32.5M	9.12%	—	—	—	—
Insider holdings come from Form 3/4/5 filings, which are not quarterly. Share of the company9.120% D'Aniello Daniel A.'s insider activity →
CW Conway William E JR Insider	27.0M	7.58%	—	—	—	—
Insider holdings come from Form 3/4/5 filings, which are not quarterly. Share of the company7.580% Conway William E JR's insider activity →

D'Aniello Daniel A.

Insider

32.5M

% of company

9.12%

Change vs last qtr

—

Held since

—

Conway William E JR

Insider

27.0M

% of company

7.58%

Change vs last qtr

—

Held since

—

19 more holders behind a free account

See every insider and 5%+ holder of Carlyle Group Inc.

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