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Carlyle Group Inc.

CG
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SEC CIK
0001527166

In the last 90 days, Carlyle Group Inc. insiders filed 0 open-market purchases and 1 sale; 588 institutions reported holding it in 13F filings for Q2 2026, worth $9.27B in total; 3 superinvestors hold it, including Harris Associates (Oakmark) and Markel Group.

Other share classesCGABL

Holders of 5% or more of CG

Holders whose latest Schedule 13D or 13G filing reports 5% or more of Carlyle Group Inc., largest stake first. The change is against the holder's previous filing.

Holders of 5% or more of CG
HolderLatest formStakeChangeFirst filedLatest filingFiling
D'Aniello Daniel A.13G/A9.00%32.5M shares–Feb 12, 20213 filingsApr 17, 2025SEC
Conway William E Jr13G/A8.30%30.0M shares–Feb 12, 20213 filingsApr 17, 2025SEC
Rubenstein David M.13G/A8.10%29.2M shares–Feb 12, 20214 filingsApr 17, 2025SEC
BlackRock, Inc.13G/A7.40%26.5M shares–Oct 24, 20243 filingsJul 27, 2026SEC
Capital World Investors13G/A5.00%18.0M shares−0.60 ppfrom 5.60%Feb 11, 20226 filingsMay 14, 2026SEC

Stakes are as of each holder's latest filing. Holders whose last filing was in the old format (before December 18, 2024) have no stake on record and are not listed, and after an acquisition or delisting holders usually stop filing.

13D and 13G filings

43 Schedule 13D and 13G filings on Carlyle Group Inc., newest first, including old-format filings without a stake.

Schedule 13D and 13G filings on CG
Filed (ET)FilerFormStakeChangeEvent dateFiling
Jul 27, 20264:25 PM ETBlackRock, Inc.13G/A7.40%26.5M shares–Jun 30, 2026SEC
May 14, 20261:55 PM ETCapital World Investors13G/A5.00%18.0M shares−0.60 ppfrom 5.60%Mar 31, 2026SEC
Mar 26, 20264:44 PM ETVanguard Group Inc13G/A0.00%0 shares–Below 5%Mar 13, 2026SEC
Aug 13, 202512:56 PM ETCapital World Investors13G5.60%20.1M shares+0.70 ppfrom 4.90%Jun 30, 2025SEC
May 13, 202511:44 AM ETCapital World Investors13G/A4.90%17.8M shares–Below 5%Mar 31, 2025SEC
Apr 17, 20253:44 PM ETRubenstein David M.13G/A8.10%29.2M shares–Mar 31, 2025SEC
Apr 17, 20253:38 PM ETD'Aniello Daniel A.13G/A9.00%32.5M shares–Mar 31, 2025SEC
Apr 17, 20253:36 PM ETConway William E Jr13G/A8.30%30.0M shares–Mar 31, 2025SEC
Apr 17, 20253:34 PM ETCarlyle Group Management L.L.C.13D/A0.00%0 shares–Below 5%Jan 1, 2025SEC
Nov 15, 20245:22 PM ETCarlyle Group Management L.L.C.13D/AOld format–––SEC
Nov 8, 2024BlackRock, Inc.13G/AOld format–––SEC
Oct 24, 2024BlackRock, Inc.13G/AOld format–––SEC
Mar 5, 20244:10 PM ETCarlyle Group Management L.L.C.13D/AOld format–––SEC
Feb 13, 2024Vanguard Group Inc13G/AOld format–––SEC
Feb 12, 202411:22 AM ETMorgan Stanley13G/AOld format–––SEC
Feb 9, 2024Capital World Investors13GOld format–––SEC
Jan 25, 20241:48 PM ETBlackRock Inc.13GOld format–New–SEC
Feb 13, 2023Capital World Investors13G/AOld format–––SEC
Feb 10, 20234:02 PM ETRubenstein David M.13G/AOld format–––SEC
Feb 9, 2023Vanguard Group Inc13G/AOld format–––SEC
Feb 8, 20232:29 PM ETMorgan Stanley13G/AOld format–––SEC
Jun 14, 20224:41 PM ETCarlyle Group Management L.L.C.13D/AOld format–––SEC
Feb 14, 2022Vulcan Value Partners, LLC13G/AOld format–––SEC
Feb 11, 20224:17 PM ETRubenstein David M.13G/AOld format–––SEC
Feb 11, 20224:12 PM ETConway William E Jr13G/AOld format–––SEC
Feb 11, 20224:05 PM ETD'Aniello Daniel A.13G/AOld format–––SEC
Feb 11, 2022Capital World Investors13GOld format–New–SEC
Feb 10, 202210:29 AM ETMorgan Stanley13GOld format–New–SEC
Feb 9, 2022Vanguard Group Inc13GOld format–New–SEC
Nov 19, 20215:25 PM ETCarlyle Group Management L.L.C.13D/AOld format–––SEC
Aug 31, 20215:03 PM ETCarlyle Group Management L.L.C.13D/AOld format–––SEC
Aug 17, 20214:50 PM ETCarlyle Group Management L.L.C.13D/AOld format–––SEC
Aug 6, 20215:22 PM ETCarlyle Group Management L.L.C.13D/AOld format–––SEC
Jul 28, 20218:37 PM ETCarlyle Group Management L.L.C.13D/AOld format–––SEC
Jul 13, 20215:06 PM ETCarlyle Group Management L.L.C.13D/AOld format–––SEC
Jul 13, 2021Mubadala Investment Co PJSC13G/AOld format–––SEC
Mar 19, 20214:38 PM ETCarlyle Group Management L.L.C.13D/AOld format–––SEC
Feb 16, 2021Vulcan Value Partners, LLC13GOld format–New–SEC
Feb 12, 20214:35 PM ETConway William E Jr13GOld format–New–SEC
Feb 12, 20214:33 PM ETRubenstein David M.13GOld format–New–SEC
Feb 12, 20214:32 PM ETD'Aniello Daniel A.13GOld format–New–SEC
Feb 11, 2021Mubadala Investment Co PJSC13GOld format–New–SEC
Jan 8, 20214:59 PM ETCarlyle Group Management L.L.C.13D/AOld format–––SEC

Form 144: proposed insider sales

9 notices from officers, directors and other affiliates planning to sell Carlyle Group Inc. shares, newest first.

Form 144 notices for CG
Filed (ET)SellerShares to sellMarket valuePlanned saleBrokerFiling
Nov 12, 20248:53 PM ETDaniel A. D'AnielloCo-Founder and Chariman Emeritus495.5K$26.4MNov 12, 2024J.P. Morgan Securities LLCSEC
Aug 23, 20245:52 PM ETCF Units LLCFormer officer111.9K$4.51MAug 23, 2024Morgan Stanley Smith Barney LLC Executive Financial ServicesSEC
Aug 23, 20245:44 PM ETChristopher FinnFormer officer488.1K$19.6MAug 23, 2024Morgan Stanley Smith Barney LLC Executive Financial ServicesSEC
Feb 15, 20244:14 PM ETBruce M LarsonOfficer12.0K$532.7KFeb 15, 2024Morgan Stanley Smith Barney LLC Executive Financial ServicesSEC
Dec 15, 20234:21 PM ETSchwartz Harvey MOfficer · Director295.4K$12.3MDec 15, 202310b5-1Morgan Stanley Smith Barney LLC Executive Financial ServicesSEC
Aug 2, 20235:25 PM ETJeffrey FergusonOfficer11.9K$386.3KAug 2, 2023Morgan Stanley Smith Barney LLC Executive Financial ServicesSEC
Aug 2, 20235:23 PM ETChristopher FinnOfficer27.1K$875.9KAug 2, 2023Morgan Stanley Smith Barney LLC Executive Financial ServicesSEC
Aug 2, 20235:21 PM ETBruce M LarsonOfficer13.4K$434.0KAug 2, 2023Morgan Stanley Smith Barney LLC Executive Financial ServicesSEC
Aug 2, 20235:19 PM ETCurtis BuserOfficer25.8K$835.8KAug 2, 2023Morgan Stanley Smith Barney LLC Executive Financial ServicesSEC