The Carlyle Group Inc. CG

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42.41 USD +1.51 (+3.69%)

Nov 4, 2026, 2:23 PM EST

41.39 Day range 42.89
35.41 52-week range 67.30
YTD
-28.25%
1 year
-17.10%

Held by funds

215 US ETFs and mutual funds hold CG · largest positions

Funds holding CG, by value held
FundValue heldWeight in fund
NJH $433.99M0.37%
IJH $389.95M0.31%
VTI $314.20M0.01%
VB $222.72M0.13%
VWNFX $204.21M0.31%
VBR $144.92M0.22%
VXF $117.86M0.13%
MDY $81.26M0.31%
SPMD $59.05M0.31%
IWR $46.22M0.08%
FSMAX $45.34M0.12%
FETKX $44.35M0.55%
NIZ $43.68M0.08%
VYM $42.80M0.04%
FSMDX $41.78M0.08%
FBALX $39.89M0.06%
NJJ $39.61M0.47%
IJJ $33.51M0.38%
SCHM $32.66M0.22%
DFAC $31.35M0.04%

Ownership

Held by insiders 26.42%
Held by institutions 64.61%
Float held by institutions 87.80%
Institutions 818

Top institutional holders

Top institutional holders
Holder% heldSharesValueReported
Blackrock Inc.8.98%31,984,0531.31BJun 29, 2026
Harris Associates L.P.4.96%17,661,625722.36MJun 29, 2026
Capital World Investors3.32%11,813,798483.18MJun 29, 2026
Vanguard Portfolio Management LLC3.32%11,830,112483.85MJun 29, 2026
Vanguard Capital Management LLC3.22%11,464,474468.90MJun 29, 2026
Morgan Stanley2.80%9,993,408408.73MJun 29, 2026

Top mutual fund holders

Top mutual fund holders
Holder% heldSharesValueReported
Income Fund of America3.18%11,348,299464.15MSep 29, 2026
iShares Trust-iShares Core S&P Mid-Cap ETF2.64%9,392,593384.16MSep 29, 2026
VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund2.25%8,003,225327.33MJun 29, 2026
HARRIS ASSOCIATES INVESTMENT TRUST-Oakmark Fund2.01%7,162,200292.93MJun 29, 2026
VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund1.62%5,780,713236.43MJun 29, 2026
VANGUARD WINDSOR FUNDS-Vanguard Windsor II Fund1.44%5,148,929210.59MJul 30, 2026
CG insiders
InsiderRelationLatest transactionDateShares held
CONWAY WILLIAM E JRDirectorStock GiftSep 2, 202526,999,600
D'ANIELLO DANIEL A.DirectorSaleNov 11, 20240
FERGUSON JEFFREY WGeneral CounselStock Award(Grant)May 27, 2026783,474
JENKINS MARK DAVIDPresidentStock Award(Grant)Aug 25, 20261,415,480
LOBUE LINDSAYChief Operating OfficerStock Award(Grant)Aug 25, 2026700,578
NEDELMAN JEFFREYPresidentStock Award(Grant)Aug 25, 20261,609,480