CG

Carlyle Group Inc$46.63 1.13%
FinancialsUSCUSIP 14316J108· EOD Jul 16, 2026◍ Confluence graph
Tracked 13F Holders
398
-5 QoQ
13F Value (tracked)
$9.5B
Insider Net · 180d
-$23.3M
0↑ 1↓
Recent Filings
15
Smart-money sentimentMixed
BearishBullish
13F funds (latest Q)32 adding · 15 trimming
Insider net (180d)-$23.3M

Price & smart-money activity

$46.63 1.13%5Y +6.7%
$22.32$34.63$46.95$59.26$71.572021202220232024202520261362424635010765573645726168608686353665575569547560916586742848728287928841209498119123106713
Hover for who · click for detailEnd-of-day closing prices52w $40.52 – $69.35
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Ask your agent what changed in CG

This stock page is the public Follow view. For one current, evidence-backed answer, use capital_change_brief through REST or MCP. It compares tracked 13F changes with qualifying Form 4 activity and cites the SEC evidence.

Copy-paste
curl -H "Authorization: Bearer YOUR_API_KEY" \
  "https://arkolith.com/api/v1/stocks/CG/capital-change-brief"
Ask your agent
Use Arkolith's capital_change_brief for CG.
Tell me what changed, whether insider activity
corroborates it, and cite the SEC evidence.

Top institutional holders

398 tracked 13F filers
5 source-reported value rows are withheld because the reported units do not agree with same-security peers. Share counts remain visible and unchanged.
#FundPosition valueSharesLast moveAs ofHistory
1BlackRock, Inc.
$1.5B
31.0M
+1.1%
Added · +328K sh
Q1 2026
2HARRIS ASSOCIATES L P
$802.5M
16.6M
+9.1%
Added · +1.4M sh
Q1 2026
3VANGUARD PORTFOLIO MANAGEMENT LLC
$571.9M
11.8M
New
+11.8M sh
Q1 2026
4VANGUARD CAPITAL MANAGEMENT LLC
$551.3M
11.4M
New
+11.4M sh
Q1 2026
5MORGAN STANLEY
$492.2M
10.2M
−0.2%
Reduced · −18K sh
Q1 2026
6STATE STREET CORP
$468.5M
9.7M
+1.4%
Added · +136K sh
Q1 2026
7MASSACHUSETTS FINANCIAL SERVICES CO /MA/
$372.9M
7.6M
−1.1%
Reduced · −86K sh
Q1 2026
8MILLENNIUM MANAGEMENT LLC
$329.2M
6.8M
−18%
Reduced · −1.5M sh
Q1 2026
9WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC
$304.9M
6.3M
−12%
Reduced · −831K sh
Q1 2026
10ALKEON CAPITAL MANAGEMENT LLC
$287.5M
5.9M
Held
Q1 2026
11GEODE CAPITAL MANAGEMENT, LLC
$248.6M
5.1M
+3.0%
Added · +149K sh
Q1 2026
12NORGES BANK
$288.3M
4.9M
+67%
Added · +2.0M sh
Q4 2025
13ARIEL INVESTMENTS, LLC
$192.7M
4.0M
+0.8%
Added · +31K sh
Q1 2026
14FMR LLC
$179.3M
3.7M
+57%
Added · +1.3M sh
Q1 2026
15Legal & General Group Plc
$169.5M
3.5M
+7.4%
Added · +242K sh
Q1 2026
16DIMENSIONAL FUND ADVISORS LP
$147.3M
3.0M
−4.1%
Reduced · −130K sh
Q1 2026
17UBS Group AG
$140.4M
2.9M
+14%
Added · +366K sh
Q1 2026
18AMERIPRISE FINANCIAL INC
$131.7M
2.7M
+8.6%
Added · +216K sh
Q1 2026
19NORTHERN TRUST CORP
$121.0M
2.5M
+0.7%
Added · +17K sh
Q1 2026
20Bank of New York Mellon Corp
$99.1M
2.0M
+1.1%
Added · +23K sh
Q1 2026
21GOLDMAN SACHS GROUP INC
$78.6M
1.6M
+31%
Added · +384K sh
Q1 2026
22VANGUARD FIDUCIARY TRUST CO
$77.8M
1.6M
New
+1.6M sh
Q1 2026
23UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AME
$73.4M
1.5M
+9.9%
Added · +136K sh
Q1 2026
24REGENTS OF THE UNIVERSITY OF CALIFORNIA
$73.4M
1.5M
New
+1.5M sh
Q1 2026
25BANK OF AMERICA CORP /DE/
$64.8M
1.3M
−10%
Reduced · −152K sh
Q1 2026

Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.

Fund activity: latest quarter

Opened (NEW)
9
funds
Added
23
funds
Reduced
15
funds
Exited
0
funds

Insider activity (Form 4)

Full insider page →
Buys · 180d
$0
0 insiders
Sells · 180d
$23.3M
1 insiders
Net
-$23.3M
1 P/S txns
Signal
Net Selling
open-market
DateInsiderRoleActionSharesValue
May 28, 2026Ferguson Jeffrey W.General CounselGrant (A)1K$0
May 28, 2026SCHWARTZ HARVEY MChief Executive Officer, DirectorGrant (A)21K$0
May 28, 2026Andrews Charles Elliott Jr.Chief Accounting OfficerGrant (A)409$0
May 28, 2026Redett John C.Co-PresidentGrant (A)11K$0
May 28, 2026Plouffe JustinChief Financial OfficerGrant (A)4K$0
May 28, 2026Jenkins Mark DavidCo-PresidentGrant (A)8K$0
May 28, 2026Nedelman JeffreyCo-PresidentGrant (A)8K$0
May 28, 2026LoBue LindsayChief Operating OfficerGrant (A)3K$0
May 1, 2026ORDAN MARK SDirectorGrant (A)4K$0
May 1, 2026ORDAN MARK SDirectorGrant (A)4K$220K
May 1, 2026FILLER LINDADirectorGrant (A)4K$0
May 1, 2026HANCE JAMES H JRDirectorGrant (A)4K$0

Institutional ownership over time

403 funds+80 since Q3 2024
0204408Q3 2024Q1 2025Q3 2025Q1 2026
funds holding aggregate valuelatest $9.2B · 5 values withheld

Funds that own CG also own

CompanyCo-held byCombined value
META PLATFORMS INC-CLASS AMETA186 funds$95.9B
NVIDIA CORPNVDA185 funds$326.0B
MICROSOFT CORPMSFT185 funds$233.4B
ALPHABET INC-CL AGOOGL184 funds$143.9B
AMAZON.COM INCAMZN182 funds$176.0B
APPLE INCAAPL181 funds$250.1B
BROADCOM INCAVGO180 funds$124.8B
MASTERCARD INC - AMA180 funds$45.8B
JPMORGAN CHASE & COJPM179 funds$57.3B
VISA INC-CLASS A SHARESV179 funds$51.7B
BLACKSTONE INCBX177 funds$6.1B
ALPHABET INC-CL CGOOG176 funds$104.3B

Ranked by how many of CG's institutional holders also hold each name, a cross-fund conviction signal. Via the MCP server (ticker.co_held).

Recent filings

15 shown

Browse more

13F holdings + Form 4 insider transactions + end-of-day price history + the live filing stream, joined for CG. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes. Every panel above is one call to the Arkolith API & MCP server.