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The Carlyle Group Inc. (CG) Institutional Ownership & Insider Trading

583 institutions reported holding The Carlyle Group Inc. shares in 13F filings for the quarter ended 2026-06-30, according to EquiReason's reading of their SEC filings. 3 insider trades on Form 4 since 2025-10-01.

Source: SEC EDGAR filings · figures as of 2026-06-30 · read by EquiReason

CGThe Carlyle Group Inc.Follow CG — free
Asset Management · Financials
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Price chart with a free account
Market cap
13.8B
P/E TTM
40.2
Dividend yield
3.6%
52-week
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Next earnings
5 Nov, in 12 days

Institutions · all 13F filers

quarter to 30 Jun 2026 · filers in both quarters

583 institutions held 61.8% of the shares. Across filers that reported both quarters, shares held changed -1.0%.

Increased+202New+48Decreased-171Closed-64

Largest moves, shares (millions)

Amundi+2.7MPoint72 Asset Management+2.0MRoyal Bank of Canada+1.1MMillennium Management-6.6MCapital World Investors-6.0MRegents of the University…-1.5M

Institutional flow by quarter

net shares added or trimmed, millions · filers in both quarters
-13.5Sep 24+5.8Dec 24+11.6Mar 25+2.4Jun 25-1.6Sep 25-4.0Dec 25-4.7Mar 26-2.3Jun 26
QuarterHoldersShares held, MChangeIncreasedNewDecreasedClosed
Jun 26583220-1.0%2024817164
Mar 26592219-2.4%1955016976
Dec 25606229-1.8%1684119361
Sep 25615228-0.7%1899116028
Jun 25559230+1.1%2117415326
Mar 25514224+5.5%1833713874
Dec 24550215+2.8%1595816633
Sep 24508207-6.8%1704314841

The Carlyle Group Inc. — questions

Who owns The Carlyle Group Inc. stock?
583 institutions reported The Carlyle Group Inc. shares in 13F filings for the quarter ended 2026-06-30. The largest: BlackRock, Inc. (9.0%), HARRIS ASSOCIATES L P (5.0%), VANGUARD PORTFOLIO MANAGEMENT LLC (3.3%).
Are The Carlyle Group Inc. insiders buying or selling?
3 insider trades on Form 4 since 2025-10-01; the full list, with dates, people and plan status, is on this page.

Every figure on this page comes from The Carlyle Group Inc.'s own SEC filings — see them on SEC EDGAR. Price data is licensed and shown only inside the product.

How these figures are read: methodology · EquiReason.