The Carlyle Group Inc. CG

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42.75 USD +1.85 (+4.52%)

At closeNov 4, 2026, 7:55 PM EST

43.37 +0.62 +1.45%

After hours · Nov 4, 7:55 PM ET

41.39 Day range 42.89
35.41 52-week range 67.30
YTD
-27.68%
1 year
-16.44%

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 819

Top institutional holders

Top institutional holders
Holder% heldSharesValueReported
Blackrock Inc.8.98%31,984,0531.37BJun 29, 2026
Harris Associates L.P.4.96%17,661,625755.03MJun 29, 2026
Capital World Investors3.32%11,813,798505.04MJun 29, 2026
Vanguard Portfolio Management LLC3.32%11,830,112505.74MJun 29, 2026
Vanguard Capital Management LLC3.22%11,464,474490.11MJun 29, 2026
Morgan Stanley2.80%9,993,408427.22MJun 29, 2026

Top mutual fund holders

Top mutual fund holders
Holder% heldSharesValueReported
Income Fund of America3.18%11,348,299485.14MSep 29, 2026
iShares Trust-iShares Core S&P Mid-Cap ETF2.64%9,392,593401.53MSep 29, 2026
VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund2.25%8,003,225342.14MJun 29, 2026
HARRIS ASSOCIATES INVESTMENT TRUST-Oakmark Fund2.01%7,162,200306.18MJun 29, 2026
VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund1.62%5,780,713247.13MJun 29, 2026
VANGUARD WINDSOR FUNDS-Vanguard Windsor II Fund1.44%5,148,929220.12MJul 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