CG: Carlyle Group, Inc. insider trading, 5% holders and institutional ownership
From public SEC filings: open-market insider purchases and sales (Form 4, last 180 days), holders of 5% or more (Schedules 13D and 13G) and institutional ownership (Form 13F). Insider and 5% data delayed 48 hours.
Insider trading
0 open-market buys totaling - and 0 sales totaling - in the last 180 days.
Activist and 5% holders
| Filed | What | Holder | Stake | Change | Filing |
|---|---|---|---|---|---|
| 2026-07-27 | 13G amendment | BlackRock, Inc. | 7.40% | SEC |
Institutional ownership (Q2 2026)
592 institutions reported holding $9.11B of Carlyle Group, Inc. on Form 13F (606 the quarter before). 64 opened a new position and 77 sold out. Shares held by institutions: +1%.
| Largest holders | Shares | Value |
|---|---|---|
| BlackRock, Inc. | 31,984,053 | $1.35B |
| HARRIS ASSOCIATES L P | 17,661,625 | $743.73M |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 11,830,112 | $498.17M |
| Capital World Investors | 11,813,798 | $497.48M |
| VANGUARD CAPITAL MANAGEMENT LLC | 11,464,474 | $482.77M |
| MORGAN STANLEY | 9,993,408 | $420.82M |
| STATE STREET CORP | 9,891,982 | $416.55M |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | 7,739,524 | $328.58M |
| ALKEON CAPITAL MANAGEMENT LLC | 5,941,316 | $250.19M |
| WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC | 5,914,905 | $249.08M |
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