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 Mar 31, 2025
Ownership Breakdown
551
Institutional Holders
▼ 43 vs Q4
$9.86B
Total Inst. Value
▼ $1.05B vs Q4
359.97M
Shares Outstanding
freeFloat 72.70%
226.34M
13F Shares Held
▲ 10.52M vs Q4
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
Q1 2025 · SEC 13F
Showing top 10 holders
| Holder | Shares | % Owned | Weight | Value | Reported | Change |
|---|---|---|---|---|---|---|
BLACKROCK, INC. investment advice | 29.26M | 8.14% | 8.14% | $1.28T | May 2, 2025 | ▲ 5.25M |
VANGUARD GROUP INC investment advice | 24.29M | 6.76% | 6.76% | $1.06T | May 9, 2025 | ▲ 1.13M |
CAPITAL WORLD INVESTORS investment advice | 17.72M | 4.93% | 4.93% | $772.34B | May 12, 2025 | ▼ 2.06M |
WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC investment advice | 12.17M | 3.39% | 3.39% | $530.55B | May 9, 2025 | ▼ 1.08M |
MORGAN STANLEY investment advice | 9.96M | 2.77% | 2.77% | $434.23B | May 15, 2025 | ▼ 1.38M |
HARRIS ASSOCIATES L P investment advice | 8.79M | 2.44% | 2.44% | $383.03B | May 15, 2025 | ▲ 5.60M |
STATE STREET CORP investment advice | 7.84M | 2.18% | 2.18% | $341.88B | May 15, 2025 | ▲ 57.5K |
BOSTON PARTNERS investment advice | 6.92M | 1.93% | 1.93% | $301.69B | May 13, 2025 | ▼ 178.0K |
MILLENNIUM MANAGEMENT LLC investment advice | 6.89M | 1.92% | 1.92% | $300.40B | May 15, 2025 | ▲ 5.40M |
MASSACHUSETTS FINANCIAL SERVICES CO /MA/ investment advice | 6.83M | 1.90% | 1.90% | $297.61B | May 2, 2025 | ▲ 476.1K |
Data from SEC Form 13F filings. Ownership bar normalised to largest holder. Change flags: isNew / isSoldOut / changeInSharesNumber (FMP extract-analytics/holder).
Institutional Activity
Q1 2025 vs prior quarter
Q1 2025
30
Increased
+25.04M shares0
New Positions
first time holders18
Decreased
−8.10M shares0
Sold Out
fully exitedNet shares change (top 50)
+16.94M
+25.04M / −8.10M
Net new holders
+12
0 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 62.9% of total shares outstanding. Company insiders own approximately 27.30%, while retail and public investors account for the remaining 9.83%.
The largest institutional shareholder of The Carlyle Group Inc. is BLACKROCK, INC., holding approximately 29.26 million shares — equal to 8.14% of outstanding shares — as of March 31, 2025.
A total of 551 institutional investors currently hold CG stock, with a combined institutional value of approximately $9.86 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 62.9% of shares. The largest shareholder is BLACKROCK, INC. with a 8.14% stake. Company insiders hold 27.30%. Data sourced from SEC Form 13F as of March 31, 2025.