CG

Carlyle Group Inc
FinancialsUSCUSIP 14316J108◍ Confluence graph
Tracked 13F Holders
519
-218 QoQ
13F Value (tracked)
$9.5B
Insider Net · 180d
-$23.3M
0↑ 1↓
Recent Filings
15
Smart-money sentimentMixed
BearishBullish
13F funds (latest Q)35 adding · 14 trimming
Insider net (180d)-$23.3M

Who owns CG?

519 tracked 13F filers

519 tracked 13F filers disclose a position in CG as of the latest SEC 13F filings, a combined $9.5B in reported value. 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.

All quarters use one ordinary-share-equivalent series. Historical ADS are converted at 2 ADS = 1 ordinary share. Expand a row for the exact calculation; the residual is not classified as a trade.
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
First observed position
No prior filed position
Q1 2026
4VANGUARD CAPITAL MANAGEMENT LLC
$551.3M
11.4M
First observed position
No prior filed position
Q1 2026
5MORGAN STANLEY
$492.2M
10.2M
−0.2%
Reduced · −18K sh
Q1 2026
6STATE STREET CORP
$416.6M
9.9M
+2.2%
Added · +211K sh
Q2 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
9ALKEON CAPITAL MANAGEMENT LLC
$287.5M
5.9M
Held
Q1 2026
10WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC
$249.1M
5.9M
−6.1%
Reduced · −386K sh
Q2 2026
11GEODE CAPITAL MANAGEMENT, LLC
$219.4M
5.2M
+1.5%
Added · +75K sh
Q2 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
21ALGEBRIS
$80.7M
1.9M
+49%
Added · +628K sh
Q2 2026
22GOLDMAN SACHS GROUP INC
$78.6M
1.6M
+31%
Added · +384K sh
Q1 2026
23VANGUARD FIDUCIARY TRUST CO
$77.8M
1.6M
First observed position
No prior filed position
Q1 2026
24UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AME
$73.4M
1.5M
+9.9%
Added · +136K sh
Q1 2026
25REGENTS OF THE UNIVERSITY OF CALIFORNIA
$73.4M
1.5M
New
+1.5M 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.

Is CG being bought or sold by institutions?

Last quarter, 8 funds opened a new position in CG and 27 added to an existing one, while 14 reduced and 0 exited entirely — based on 13F filings from active, signal-eligible managers (passive index funds and other mechanical holders are excluded from this count).

Opened (NEW)
8
funds
Added
27
funds
Reduced
14
funds
Exited
0
funds

Funds that own CG also own

CompanyCo-held byCombined value
MICROSOFT CORPMSFT298 funds$281.1B
NVIDIA CORPNVDA296 funds$402.2B
AMAZON.COM INCAMZN296 funds$207.7B
META PLATFORMS INC-CLASS AMETA296 funds$115.6B
ALPHABET INC-CL AGOOGL293 funds$174.2B
APPLE INCAAPL292 funds$310.5B
JPMORGAN CHASE & COJPM289 funds$67.7B
ELI LILLY & COLLY286 funds$78.1B
BROADCOM INCAVGO283 funds$155.9B
VISA INC-CLASS A SHARESV283 funds$66.2B
ADVANCED MICRO DEVICESAMD283 funds$38.6B
JOHNSON & JOHNSONJNJ282 funds$50.6B

Ranked by how many of CG's institutional holders also hold each name, a cross-fund conviction signal.

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
Mar 19, 2026Rubenstein David M.DirectorSell (S)500K$23.3M
Dec 10, 2025Rubenstein David M.DirectorSell (S)625K$35.3M
Aug 12, 2025Ferguson Jeffrey W.General CounselSell (S)160K$10.2M
Aug 12, 2025Ferguson Jeffrey W.General CounselSell (S)15K$925K
Aug 12, 2025Ferguson Jeffrey W.General CounselSell (S)28K$1.8M
Aug 11, 2025Ferguson Jeffrey W.General CounselSell (S)97K$6.1M
Feb 19, 2025Ferguson Jeffrey W.General CounselSell (S)148K$7.8M
Feb 18, 2025Ferguson Jeffrey W.General CounselSell (S)102K$5.4M
Nov 12, 2024D'Aniello Daniel A.DirectorSell (S)434K$22.3M
Nov 12, 2024D'Aniello Daniel A.DirectorSell (S)61K$3.2M
Dec 15, 2023SCHWARTZ HARVEY MChief Executive Officer, DirectorSell (S)295K$12.3M
Aug 2, 2023Ferguson Jeffrey W.General CounselSell (S)12K$386K

Institutional ownership over time

291 funds-85 since Q3 2024
0260520Q3 2024Q1 2025Q3 2025Q1 2026Q2 2026
funds holding aggregate valuelatest $1.5B · 3 values withheld

Recent filings

15 shown

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Connected entities for CG

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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.

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.