The Carlyle Group Inc. (CG) Ownership
CG ownership summary
as of October 17, 2026- Institutions
- 64.7% of shares outstanding
- Insiders
- 26.42% of shares outstanding
- Shares outstanding
- 356.3M
- Float
- 258.6M shares available to trade
- Short interest
- 8.31% 22.0M shares short
- Days to cover
- 6.64 short interest up 14.3% vs prior month
- Institutions 64.68%
- Insiders 26.42%
- Other investors 8.90%
CG top institutional holders
20 largest| # | Holder | % of shares | Shares | Value | Change | Reported |
|---|---|---|---|---|---|---|
| 1 | BlackRock Inc | 8.98% | 32.0M | $1.16B | +959,608 (+3.1%) | June 30, 2026 |
| 2 | Harris Associates L.P. | 4.96% | 17.7M | $642.5M | +1.1M (+6.5%) | June 30, 2026 |
| 3 | Vanguard Portfolio Management, LLC | 3.32% | 11.8M | $430.4M | +10,562 (+0.1%) | June 30, 2026 |
| 4 | Capital World Investors | 3.32% | 11.8M | $429.8M | −6.0M (−33.7%) | June 30, 2026 |
| 5 | Vanguard Capital Management, LLC | 3.22% | 11.5M | $417.1M | +70,803 (+0.6%) | June 30, 2026 |
| 6 | Morgan Stanley - Brokerage Accounts | 2.80% | 10.0M | $363.6M | −179,037 (−1.8%) | June 30, 2026 |
| 7 | State Street Corp | 2.78% | 9.9M | $359.9M | +211,112 (+2.2%) | June 30, 2026 |
| 8 | Massachusetts Financial Services Company | 2.17% | 7.7M | $281.6M | +90,515 (+1.2%) | June 30, 2026 |
| 9 | Alkeon Capital Management, LLC | 1.67% | 5.9M | $216.1M | — | June 30, 2026 |
| 10 | William Blair Investment Management, LLC | 1.66% | 5.9M | $215.2M | −386,204 (−6.1%) | June 30, 2026 |
| 11 | Geode Capital Management, LLC | 1.47% | 5.2M | $190.1M | +75,432 (+1.5%) | June 30, 2026 |
| 12 | Ariel Investments, LLC | 1.28% | 4.5M | $165.5M | +566,926 (+14.2%) | June 30, 2026 |
| 13 | FMR Inc | 1.22% | 4.4M | $158.6M | +653,865 (+17.7%) | June 30, 2026 |
| 14 | Legal & General Group PLC | 1.09% | 3.9M | $140.8M | +368,111 (+10.5%) | June 30, 2026 |
| 15 | NORGES BANK | 1.02% | 3.6M | $132.7M | −1.2M (−25.2%) | June 30, 2026 |
| 16 | Amundi | 0.96% | 3.4M | $123.9M | +2.7M (+419.0%) | June 30, 2026 |
| 17 | Dimensional Fund Advisors, Inc. | 0.84% | 3.0M | $109.0M | −50,468 (−1.7%) | June 30, 2026 |
| 18 | Northern Trust Corp | 0.72% | 2.6M | $93.7M | +76,762 (+3.1%) | June 30, 2026 |
| 19 | UBS Group AG | 0.70% | 2.5M | $91.1M | −397,470 (−13.7%) | June 30, 2026 |
| 20 | Point72 Asset Management, L.P. | 0.61% | 2.2M | $79.5M | +2.0M (+976.3%) | June 30, 2026 |
Value at the latest close. Change = shares bought or sold in the latest quarterly filing (13F). In the top 20, 13 holders added 8.9M shares and 6 cut 8.3M.
CG top mutual fund and ETF holders
20 largest| # | Holder | % of shares | Shares | Value | Change | Reported |
|---|---|---|---|---|---|---|
| 1 | American Funds Income Fd of Amer A | 3.18% | 11.3M | $412.9M | — | June 30, 2026 |
| 2 | iShares Core S&P Mid-Cap ETF | 2.64% | 9.4M | $341.7M | −3,348 (−0.0%) | September 30, 2026 |
| 3 | Vanguard MStar Total Stk Mkt Idx Invest | 2.25% | 8.0M | $291.8M | −9,403 (−0.1%) | August 31, 2026 |
| 4 | Oakmark Investor | 2.01% | 7.2M | $260.6M | +446,000 (+6.6%) | June 30, 2026 |
| 5 | Vanguard Small Cap Index | 1.63% | 5.8M | $210.9M | +4,257 (+0.1%) | August 31, 2026 |
| 6 | Vanguard Windsor II Inv | 1.45% | 5.1M | $187.3M | — | June 30, 2026 |
| 7 | Vanguard MStar Small Cap Value Index | 1.03% | 3.7M | $134.0M | +2,825 (+0.1%) | August 31, 2026 |
| 8 | MFS Mid Cap Growth A | 1.02% | 3.6M | $132.5M | — | August 31, 2026 |
| 9 | Ariel Fund Investor | 0.56% | 2.0M | $72.6M | +275,017 (+16.0%) | June 30, 2026 |
| 10 | State Street® SPDR® S&P MIDCAP 400® ETF | 0.53% | 1.9M | $69.0M | −21,350 (−1.1%) | August 31, 2026 |
| 11 | BlackRock Equity Dividend Instl | 0.49% | 1.8M | $64.0M | −52,035 (−2.9%) | July 31, 2026 |
| 12 | MFS Mid Cap Value A | 0.47% | 1.7M | $60.7M | −19,557 (−1.2%) | August 31, 2026 |
| 13 | State Street SPDR Port S&P 400 Md CpETF | 0.39% | 1.4M | $50.7M | −1,960 (−0.1%) | September 30, 2026 |
| 14 | Columbia Select Mid Cap Value Instl | 0.39% | 1.4M | $50.3M | — | August 31, 2026 |
| 15 | Fidelity Extended Market Index | 0.36% | 1.3M | $46.1M | −13,864 (−1.1%) | August 31, 2026 |
| 16 | Strategic Advisers Fidelity US TtlStk | 0.33% | 1.2M | $42.2M | +181,700 (+18.6%) | August 31, 2026 |
| 17 | iShares Russell Mid-Cap ETF | 0.31% | 1.1M | $40.0M | +2,033 (+0.2%) | September 30, 2026 |
| 18 | Vanguard High Dividend Yield ETF | 0.30% | 1.1M | $39.2M | +9,166 (+0.9%) | August 31, 2026 |
| 19 | Fidelity Equity Dividend Income | 0.29% | 1.0M | $37.7M | +86,900 (+9.1%) | August 31, 2026 |
| 20 | Fidelity Mid Cap Index | 0.29% | 1.0M | $37.3M | +18,782 (+1.9%) | August 31, 2026 |
Funds report holdings monthly or quarterly; dates differ by fund.
CG insider transactions
latest 4| Date | Name | Transaction | Price | Shares | Value |
|---|---|---|---|---|---|
| 2026-03-19 | David M Rubenstein | Sell | $46.68 | 500,000 | $23.3M |
| 2025-12-10 | David M Rubenstein | Sell | $56.55 | 625,000 | $35.3M |
| 2025-08-12 | Jeffrey W Ferguson | Sell | $64.23 | 202,606 | $13.0M |
| 2025-08-11 | Jeffrey W Ferguson | Sell | $62.37 | 97,394 | $6.1M |
Reported trades by company officers, directors and other filers (including disclosures by members of Congress where EODHD lists them). "—" where the filing gives no share count.
CG shares outstanding
Year-end shares outstanding, adjusted for splits.
Who owns CG
Institutional investors own 64.7% of Carlyle's shares and insiders 26.42%. The largest holder is BlackRock Inc with 8.98% of the shares (32.0M), as of June 30, 2026. Among the top 20 institutions, 13 added shares and 6 reduced their stake in the latest filings. Short interest is 8.31% of the float, or 6.64 days of average trading volume. The share count rose 25.4% since 2014.
Related: CG analyst forecast, CG key metrics, CG dividend history. See the CG stock overview for the latest quote and news.
CG ownership FAQ
Who owns the most Carlyle stock?
The largest shareholders of Carlyle are BlackRock Inc (8.98%), Harris Associates L.P. (4.96%), Vanguard Portfolio Management, LLC (3.32%), Capital World Investors (3.32%), Vanguard Capital Management, LLC (3.22%).
What percentage of Carlyle is owned by institutions?
Institutions hold 64.7% of Carlyle's shares outstanding; insiders hold 26.42%.
Which funds own Carlyle?
The largest fund holders of Carlyle are American Funds Income Fd of Amer A (3.18%), iShares Core S&P Mid-Cap ETF (2.64%), Vanguard MStar Total Stk Mkt Idx Invest (2.25%), Oakmark Investor (2.01%), Vanguard Small Cap Index (1.63%).
What is Carlyle's short interest?
22.0M shares of Carlyle were sold short, 8.31% of the float; at the average daily volume it would take 6.64 days to cover.
Are insiders buying or selling Carlyle?
Of the latest 4 reported insider transactions in Carlyle (since August 11, 2025), 0 were purchases and 4 were sales.
How many shares of Carlyle are outstanding?
Carlyle has 356.3M shares outstanding, of which 258.6M are in the public float.