The Carlyle Group Inc. CG
39.63 USD -3.13 (-7.31%)
Nov 5, 2026, 10:22 AM EST
39.58 Day range 42.86
35.41 52-week range 67.30
- YTD
- -32.96%
- 1 year
- -23.87%
Held by funds
215 US ETFs and mutual funds hold CG · largest positions
Ownership
Held by insiders 26.42%
Held by institutions 64.61%
Float held by institutions 87.80%
Institutions 819
Top institutional holders
| Holder | % held | Shares | Value | Reported |
|---|---|---|---|---|
| Blackrock Inc. | 8.98% | 31,984,053 | 1.37B | Jun 29, 2026 |
| Harris Associates L.P. | 4.96% | 17,661,625 | 755.03M | Jun 29, 2026 |
| Capital World Investors | 3.32% | 11,813,798 | 505.04M | Jun 29, 2026 |
| Vanguard Portfolio Management LLC | 3.32% | 11,830,112 | 505.74M | Jun 29, 2026 |
| Vanguard Capital Management LLC | 3.22% | 11,464,474 | 490.11M | Jun 29, 2026 |
| Morgan Stanley | 2.80% | 9,993,408 | 427.22M | Jun 29, 2026 |
Top mutual fund holders
| Holder | % held | Shares | Value | Reported |
|---|---|---|---|---|
| Income Fund of America | 3.18% | 11,348,299 | 485.14M | Sep 29, 2026 |
| iShares Trust-iShares Core S&P Mid-Cap ETF | 2.64% | 9,392,593 | 401.53M | Sep 29, 2026 |
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | 2.25% | 8,003,225 | 342.14M | Jun 29, 2026 |
| HARRIS ASSOCIATES INVESTMENT TRUST-Oakmark Fund | 2.01% | 7,162,200 | 306.18M | Jun 29, 2026 |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund | 1.62% | 5,780,713 | 247.13M | Jun 29, 2026 |
| VANGUARD WINDSOR FUNDS-Vanguard Windsor II Fund | 1.44% | 5,148,929 | 220.12M | Jul 30, 2026 |
Insiders
| Insider | Relation | Latest transaction | Date | Shares held |
|---|---|---|---|---|
| CONWAY WILLIAM E JR | Director | Stock Gift | Sep 2, 2025 | 26,999,600 |
| D'ANIELLO DANIEL A. | Director | Sale | Nov 11, 2024 | 0 |
| FERGUSON JEFFREY W | General Counsel | Stock Award(Grant) | May 27, 2026 | 783,474 |
| JENKINS MARK DAVID | President | Stock Award(Grant) | Aug 25, 2026 | 1,415,480 |
| LOBUE LINDSAY | Chief Operating Officer | Stock Award(Grant) | Aug 25, 2026 | 700,578 |
| NEDELMAN JEFFREY | President | Stock Award(Grant) | Aug 25, 2026 | 1,609,480 |