The Carlyle Group
Manages private equity, credit and AlpInvest fund solutions through a global platform.
$49.09
After-hours close−0.01 (−0.02%)
At close$49.10(−0.28%)
Something off on this page? Send us feedback.
Breakdown13F · Form 4
Institutions 64.90%233.62M sharesInsiders 18.77%67.57M sharesOther 16.33%58.78M shares
Shares outstanding 359.97M · Float 261.67M · 72.7% free float
Institutions13F, as of Jun 30, 2026
615 holders · 233.62M shares · 68 new positions · 300 increased · 198 reduced · 89 closed
| Holder | Shares | % outstanding | Chg q/q | Filed |
|---|---|---|---|---|
| BlackRock, Inc. | 31.98M | 8.89% | +959.6K | Aug 7, 2026 |
| Harris Associates L P | 17.66M | 4.91% | +1.08M | Aug 14, 2026 |
| Vanguard Portfolio Management LLC | 11.83M | 3.29% | +10.6K | Aug 13, 2026 |
| Capital World Investors | 11.81M | 3.28% | −6.01M | Aug 12, 2026 |
| Vanguard Capital Management LLC | 11.46M | 3.18% | +70.8K | Aug 13, 2026 |
| Morgan Stanley | 9.99M | 2.78% | −179.0K | Aug 13, 2026 |
| State Street Corp | 9.89M | 2.75% | +211.1K | Aug 7, 2026 |
| Massachusetts Financial Services Co /MA/ | 7.74M | 2.15% | +90.5K | Aug 3, 2026 |
Beneficial owners13D/G · 5% or more, as filed
| Holder | % of class | Shares | Form | Filed |
|---|---|---|---|---|
| Daniel A. D'Aniello | 9.00% | 32.50M | 13G | Apr 17, 2025 ↗ |
| William E. Conway, Jr. | 8.30% | 30.00M | 13G | Apr 17, 2025 ↗ |
| David M. Rubenstein | 8.10% | 29.25M | 13G | Apr 17, 2025 ↗ |
| BlackRock, Inc. | 6.10% | 21.85M | Nov 8, 2024 ↗ | |
| Capital World Investors | 5.00% | 17.99M | 13G | May 14, 2026 ↗ |
InsidersForm 4
| Insider | Role | Shares | % outstanding | Filed |
|---|---|---|---|---|
| David M. Rubenstein | director | 27.40M | 7.61% | Mar 20, 2026 |
| William E. Jr Conway | director | 27.00M | 7.50% | Sep 5, 2025 |
| Harvey M. Schwartz | director, officer: Chief Executive Officer | 5.27M | 1.46% | Aug 28, 2026 |
| John C. Redett | officer: Co-President | 1.75M | 0.49% | Aug 28, 2026 |
| Jeffrey Nedelman | officer: Co-President | 1.61M | 0.45% | Aug 28, 2026 |
| Mark David Jenkins | officer: Co-President | 1.42M | 0.39% | Aug 28, 2026 |
| Justin Plouffe | officer: Chief Financial Officer | 852.5K | 0.24% | Aug 28, 2026 |
| Jeffrey W. Ferguson | officer: General Counsel | 783.5K | 0.22% | May 29, 2026 |
| Lindsay LoBue | officer: Chief Operating Officer | 700.6K | 0.19% | Aug 28, 2026 |
| James H. Jr Hance | director | 316.5K | 0.09% | May 1, 2026 |
8 ten-percent owners hold 363.90M shares by Form 4, outside the officers-and-directors figure above · 9 people have not refiled in the last 18 months (19.18M shares), so they are not in the figure above
Latest trades
| Date | Insider | Type | Shares | Avg price | Owned after |
|---|---|---|---|---|---|
| Mar 19, 2026 | David M. Rubensteindirector | Sale | 500,000 | $46.68 | 27,399,644 |
| Dec 10, 2025 | David M. Rubensteindirector | Sale | 625,000 | $56.55 | 27,999,644 |
CongressHouse and Senate disclosures
Not reported.
