The Carlyle Group Inc.
The Carlyle Group Inc. (CG) Stock Ownership
Institutional vs insider vs public ownership from 13F and float data — top holders, activity, and insider trades below.
SEC 13F · FMP · CG · as of Sep 30, 2025
Ownership Breakdown
667
Institutional Holders
▲ 68 vs Q2
$14.29B
Total Inst. Value
▲ $2.46B vs Q2
359.97M
Shares Outstanding
freeFloat 72.70%
227.79M
13F Shares Held
▼ 2.26M vs Q2
Institutional ownership = 13F shares ÷ total outstanding. Insider % = 100 − free float. Public % = free float − institution %. Data: FMP /symbol-positions-summary + /shares-float + SEC EDGAR.
Top Institutional Holders
CG largest shareholders · institutional ownership
Q3 2025 · SEC 13F
Showing top 10 holders
| Holder | Shares | % Owned | Weight | Value | Reported | Change |
|---|---|---|---|---|---|---|
BLACKROCK, INC. investment advice | 32.50M | 9.02% | 9.02% | $2.04T | Nov 12, 2025 | ▲ 1.06M |
VANGUARD GROUP INC investment advice | 25.43M | 7.06% | 7.06% | $1.59T | Nov 7, 2025 | ▲ 714.4K |
CAPITAL WORLD INVESTORS investment advice | 19.98M | 5.54% | 5.54% | $1.25T | Nov 13, 2025 | ▲ 17.4K |
HARRIS ASSOCIATES L P investment advice | 10.93M | 3.03% | 3.03% | $685.19B | Nov 14, 2025 | ▼ 387.8K |
MORGAN STANLEY investment advice | 10.11M | 2.80% | 2.80% | $633.63B | May 27, 2026 | ▲ 969.9K |
STATE STREET CORP investment advice | 9.94M | 2.76% | 2.76% | $623.37B | Nov 14, 2025 | ▲ 1.72M |
WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC investment advice | 8.75M | 2.43% | 2.43% | $548.56B | Nov 12, 2025 | ▼ 1.20M |
MASSACHUSETTS FINANCIAL SERVICES CO /MA/ investment advice | 7.62M | 2.11% | 2.11% | $477.65B | Oct 29, 2025 | ▲ 479.2K |
BOSTON PARTNERS investment advice | 6.17M | 1.71% | 1.71% | $386.83B | Nov 13, 2025 | ▼ 621.4K |
ALKEON CAPITAL MANAGEMENT LLC investment advice | 5.94M | 1.65% | 1.65% | $372.52B | Nov 14, 2025 | — held |
Data from SEC Form 13F filings. Ownership bar normalised to largest holder. Change flags: isNew / isSoldOut / changeInSharesNumber (FMP extract-analytics/holder).
Institutional Activity
Q3 2025 vs prior quarter
Q3 2025
25
Increased
+12.87M shares2
New Positions
first time holders21
Decreased
−7.61M shares0
Sold Out
fully exitedNet shares change (top 50)
+5.26M
+12.87M / −7.61M
Net new holders
+6
2 new / 0 exited
Based on top 50 institutional holders by position size. Fields: isNew, isSoldOut, changeInSharesNumber (FMP extract-analytics/holder, limit=50).
Insider Buying vs Selling
CG insider trading · insider activity
Source: SEC Form 4
19
Buy transactions
0
Sell transactions
0.00
Buy/Sell ratio
$0M
Total disposed
Recent Insider Transactions
Showing 10 most recent · Common Stock only
| Name · Role | Date | Type | Shares | Price | Value | After Trans. | Filing |
|---|---|---|---|---|---|---|---|
LoBue Lindsay Chief Operating Officer | May 28, 2026 | Award | 3,120 | — | — | 716.2K | Form 4 ↗ |
Jenkins Mark David Co-President | May 28, 2026 | Award | 7,634 | — | — | 1.53M | Form 4 ↗ |
Plouffe Justin Chief Financial Officer | May 28, 2026 | Award | 4,077 | — | — | 911.2K | Form 4 ↗ |
Andrews Charles Elliott Jr. Chief Accounting Officer | May 28, 2026 | Award | 409 | — | — | 147.7K | Form 4 ↗ |
Nedelman Jeffrey Co-President | May 28, 2026 | Award | 7,733 | — | — | 1.65M | Form 4 ↗ |
Redett John C. Co-President | May 28, 2026 | Award | 10,830 | — | — | 1.87M | Form 4 ↗ |
Ferguson Jeffrey W. General Counsel | May 28, 2026 | Award | 1,274 | — | — | 783.5K | Form 4 ↗ |
SCHWARTZ HARVEY M Chief Executive Officer | May 28, 2026 | Award | 20,743 | — | — | 5.25M | Form 4 ↗ |
Cherwoo Sharda director | May 1, 2026 | Award | 4,450 | — | — | 20.4K | Form 4 ↗ |
HANCE JAMES H JR director | May 1, 2026 | Award | 4,450 | — | — | 316.5K | Form 4 ↗ |
Source: /insider-trading/search (FMP stable). Buy/Sell direction: acquisitionOrDisposition A=Buy, D=Sell. RSU vesting (M-Exempt) excluded from sentiment bar. All data from SEC EDGAR public filings.
About institutional & insider ownership
The Carlyle Group Inc. (CG) is primarily owned by institutional investors, who hold approximately 63.3% of total shares outstanding. Company insiders own approximately 27.30%, while retail and public investors account for the remaining 9.42%.
The largest institutional shareholder of The Carlyle Group Inc. is BLACKROCK, INC., holding approximately 32.50 million shares — equal to 9.02% of outstanding shares — as of September 30, 2025.
A total of 667 institutional investors currently hold CG stock, with a combined institutional value of approximately $14.29 billion as of the most recent 13F filing period.
Frequently asked questions
CG ownershipThe Carlyle Group Inc. (CG) is primarily owned by institutional investors, who hold approximately 63.3% of shares. The largest shareholder is BLACKROCK, INC. with a 9.02% stake. Company insiders hold 27.30%. Data sourced from SEC Form 13F as of September 30, 2025.