Effectdossier · gearchiveerd kwartaal
CG
The Carlyle Group Inc. · Financial Services · Asset Management
19Gevolgde houders
+3Δ houders
125.17MGehouden aandelen
$7.85BGerapporteerde waarde
+3Nieuwe posities
−1Uitstappen
Momentum-inputs (vergelijkbare managers):
breedte van houders +18.8% ·
aandelenstroom +5.2% ·
netto nieuwe posities +10.5%
— formule
Brede accumulatie — stijgende aandelen bij meer houders
Alle eigendomscijfers: uitsluitend gevolgde 13F-managers, posities in gewone aandelen, rapportageperiode Q3 2025
Eigendom in de tijd
| Kwartaal | Houders | Δ | Aandelen | Gerapporteerde waarde | Nieuw | Uitstappen |
|---|---|---|---|---|---|---|
| Q2 2026 | 143 | +1 | 173.82M | $7.32B | +10 | −8 |
| Q1 2026 | 144 | -2 | 171.70M | $8.31B | +9 | −12 |
| Q4 2025 | 145 | 0 | 197.04M | $11.65B | +1 | — |
| Q3 2025 | 19 | +3 | 125.17M | $7.85B | +3 | −1 |
| Q2 2025 | 14 | -1 | 108.30M | $5.57B | — | −1 |
| Q1 2025 | 12 | -4 | 48.64M | $2.12B | — | −4 |
| Q4 2024 | 16 | +4 | 39.81M | $2.01B | +5 | −1 |
| Q3 2024 | 11 | -2 | 30.63M | $1.32B | — | −2 |
| Q2 2024 | 13 | — | 28.19M | $1.13B | — | — |
Wie het bezit · Q3 2025
| # | Manager | Aandelen | Δ aandelen | Waarde | Hun gewicht | Gehouden | ||
|---|---|---|---|---|---|---|---|---|
| 1 | BlackRock ✦ (passief) | 32.50M | +3.4% | $2.04B | 0.0% | ▲ Add | 2 | SEC ↗ |
| 2 | BlackRock ✦ (passief) | 32.50M | +3.4% | $2.04B | 0.0% | ▲ Add | 2 | SEC ↗ |
| 3 | BlackRock ✦ (passief) | 32.50M | +3.4% | $2.04B | 0.0% | ▲ Add | 2 | SEC ↗ |
| 4 | BlackRock ✦ (passief) | 32.50M | +3.4% | $2.04B | 0.0% | ▲ Add | 2 | SEC ↗ |
| 5 | BlackRock ✦ (passief) | 32.50M | +3.4% | $2.04B | 0.0% | ▲ Add | 2 | SEC ↗ |
| 6 | BlackRock ✦ (passief) | 32.50M | +3.4% | $2.04B | 0.0% | ▲ Add | 2 | SEC ↗ |
| 7 | BlackRock ✦ (passief) | 32.50M | +3.4% | $2.04B | 0.0% | ▲ Add | 2 | SEC ↗ |
| 8 | BlackRock ✦ (passief) | 32.50M | +3.4% | $2.04B | 0.0% | ▲ Add | 2 | SEC ↗ |
| 9 | BlackRock ✦ (passief) | 32.50M | +3.4% | $2.04B | 0.0% | ▲ Add | 2 | SEC ↗ |
| 10 | BlackRock ✦ (passief) | 32.50M | +3.4% | $2.04B | 0.0% | ▲ Add | 2 | SEC ↗ |
| 11 | BlackRock ✦ (passief) | 32.50M | +3.4% | $2.04B | 0.0% | ▲ Add | 2 | SEC ↗ |
| 12 | BlackRock ✦ (passief) | 32.50M | +3.4% | $2.04B | 0.0% | ▲ Add | 2 | SEC ↗ |
| 13 | BlackRock ✦ (passief) | 32.50M | +3.4% | $2.04B | 0.0% | ▲ Add | 2 | SEC ↗ |
| 14 | BlackRock ✦ (passief) | 32.50M | +3.4% | $2.04B | 0.0% | ▲ Add | 2 | SEC ↗ |
| 15 | BlackRock ✦ (passief) | 32.50M | +3.4% | $2.04B | 0.0% | ▲ Add | 2 | SEC ↗ |
| 16 | BlackRock ✦ (passief) | 32.50M | +3.4% | $2.04B | 0.0% | ▲ Add | 2 | SEC ↗ |
| 17 | BlackRock ✦ (passief) | 32.50M | +3.4% | $2.04B | 0.0% | ▲ Add | 2 | SEC ↗ |
| 18 | BlackRock ✦ (passief) | 32.50M | +3.4% | $2.04B | 0.0% | ▲ Add | 2 | SEC ↗ |
| 19 | BlackRock ✦ (passief) | 32.50M | +3.4% | $2.04B | 0.0% | ▲ Add | 2 | SEC ↗ |
| 20 | BlackRock ✦ (passief) | 32.50M | +3.4% | $2.04B | 0.0% | ▲ Add | 2 | SEC ↗ |
| 21 | The Vanguard Group ✦ (passief) | 25.43M | +2.9% | $1.59B | 0.0% | ▲ Add | 2 | SEC ↗ |
| 22 | The Vanguard Group ✦ (passief) | 25.43M | +2.9% | $1.59B | 0.0% | ▲ Add | 2 | SEC ↗ |
| 23 | The Vanguard Group ✦ (passief) | 25.43M | +2.9% | $1.59B | 0.0% | ▲ Add | 2 | SEC ↗ |
| 24 | The Vanguard Group ✦ (passief) | 25.43M | +2.9% | $1.59B | 0.0% | ▲ Add | 2 | SEC ↗ |
| 25 | The Vanguard Group ✦ (passief) | 25.43M | +2.9% | $1.59B | 0.0% | ▲ Add | 2 | SEC ↗ |
| 26 | Capital World Investors ✦ | 19.98M | +0.1% | $1.25B | 0.2% | ▲ Add | 6 | SEC ↗ |
| 27 | Harris Associates (Oakmark) ✦ | 10.93M | -3.4% | $685.19M | 1.1% | ▼ Trim | 4 | SEC ↗ |
| 28 | Harris Associates (Oakmark) ✦ | 10.93M | -3.4% | $685.19M | 1.1% | ▼ Trim | 4 | SEC ↗ |
| 29 | Morgan Stanley ✦ | 10.11M | — | $633.63M | 0.0% | n/c | 1 | SEC ↗ |
| 30 | Morgan Stanley ✦ | 10.11M | — | $633.63M | 0.0% | n/c | 1 | SEC ↗ |
| 31 | Morgan Stanley ✦ | 10.11M | — | $633.63M | 0.0% | n/c | 1 | SEC ↗ |
| 32 | Morgan Stanley ✦ | 10.11M | — | $633.63M | 0.0% | n/c | 1 | SEC ↗ |
| 33 | Morgan Stanley ✦ | 10.11M | — | $633.63M | 0.0% | n/c | 1 | SEC ↗ |
| 34 | Morgan Stanley ✦ | 10.11M | — | $633.63M | 0.0% | n/c | 1 | SEC ↗ |
| 35 | Morgan Stanley ✦ | 10.11M | — | $633.63M | 0.0% | n/c | 1 | SEC ↗ |
| 36 | Morgan Stanley ✦ | 10.11M | — | $633.63M | 0.0% | n/c | 1 | SEC ↗ |
| 37 | Morgan Stanley ✦ | 10.11M | — | $633.63M | 0.0% | n/c | 1 | SEC ↗ |
| 38 | Morgan Stanley ✦ | 10.11M | — | $633.63M | 0.0% | n/c | 1 | SEC ↗ |
| 39 | Morgan Stanley ✦ | 10.11M | — | $633.63M | 0.0% | n/c | 1 | SEC ↗ |
| 40 | Morgan Stanley ✦ | 10.11M | — | $633.63M | 0.0% | n/c | 1 | SEC ↗ |
| 41 | Morgan Stanley ✦ | 10.11M | — | $633.63M | 0.0% | n/c | 1 | SEC ↗ |
| 42 | State Street Global Advisors ✦ (passief) | 9.94M | +20.9% | $623.37M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 43 | Millennium Management ✦ | 4.93M | +147.5% | $309.12M | 0.3% | ▲ Add | 6 | SEC ↗ |
| 44 | Geode Capital Management ✦ (passief) | 4.92M | +14.8% | $307.74M | 0.0% | ▲ Add | 6 | SEC ↗ |
| 45 | Geode Capital Management ✦ (passief) | 4.92M | +14.8% | $307.74M | 0.0% | ▲ Add | 6 | SEC ↗ |
| 46 | JPMorgan Chase ✦ | 2.26M | — | $141.82M | 0.0% | n/c | 1 | SEC ↗ |
| 47 | JPMorgan Chase ✦ | 2.26M | — | $141.82M | 0.0% | n/c | 1 | SEC ↗ |
| 48 | JPMorgan Chase ✦ | 2.26M | — | $141.82M | 0.0% | n/c | 1 | SEC ↗ |
| 49 | JPMorgan Chase ✦ | 2.26M | — | $141.82M | 0.0% | n/c | 1 | SEC ↗ |
| 50 | JPMorgan Chase ✦ | 2.26M | — | $141.82M | 0.0% | n/c | 1 | SEC ↗ |
| 51 | JPMorgan Chase ✦ | 2.26M | — | $141.82M | 0.0% | n/c | 1 | SEC ↗ |
| 52 | JPMorgan Chase ✦ | 2.26M | — | $141.82M | 0.0% | n/c | 1 | SEC ↗ |
| 53 | JPMorgan Chase ✦ | 2.26M | — | $141.82M | 0.0% | n/c | 1 | SEC ↗ |
| 54 | JPMorgan Chase ✦ | 2.26M | — | $141.82M | 0.0% | n/c | 1 | SEC ↗ |
| 55 | JPMorgan Chase ✦ | 2.26M | — | $141.82M | 0.0% | n/c | 1 | SEC ↗ |
| 56 | JPMorgan Chase ✦ | 2.26M | — | $141.82M | 0.0% | n/c | 1 | SEC ↗ |
| 57 | JPMorgan Chase ✦ | 2.26M | — | $141.82M | 0.0% | n/c | 1 | SEC ↗ |
| 58 | JPMorgan Chase ✦ | 2.26M | — | $141.82M | 0.0% | n/c | 1 | SEC ↗ |
| 59 | JPMorgan Chase ✦ | 2.26M | — | $141.82M | 0.0% | n/c | 1 | SEC ↗ |
| 60 | JPMorgan Chase ✦ | 2.26M | — | $141.82M | 0.0% | n/c | 1 | SEC ↗ |
| 61 | JPMorgan Chase ✦ | 2.26M | — | $141.82M | 0.0% | n/c | 1 | SEC ↗ |
| 62 | Markel Group ✦ | 1.33M | 0.0% | $83.20M | 0.7% | Held | 6 | SEC ↗ |
| 63 | Markel Group ✦ | 1.33M | 0.0% | $83.20M | 0.7% | Held | 6 | SEC ↗ |
| 64 | Goldman Sachs Group ✦ | 1.20M | — | $75.20M | 0.0% | n/c | 1 | SEC ↗ |
| 65 | Goldman Sachs Group ✦ | 1.20M | — | $75.20M | 0.0% | n/c | 1 | SEC ↗ |
| 66 | Fidelity (FMR) ✦ | 1.12M | -18.1% | $69.95M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 67 | Fidelity (FMR) ✦ | 1.12M | -18.1% | $69.95M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 68 | Fidelity (FMR) ✦ | 1.12M | -18.1% | $69.95M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 69 | T. Rowe Price ✦ | 202.72K | +20.4% | $12.71M | 0.0% | ▲ Add | 6 | SEC ↗ |
| 70 | T. Rowe Price ✦ | 202.72K | +20.4% | $12.71M | 0.0% | ▲ Add | 6 | SEC ↗ |
| 71 | AQR Capital Management ✦ | 155.80K | +4.3% | $9.77M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 72 | AQR Capital Management ✦ | 155.80K | +4.3% | $9.77M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 73 | AQR Capital Management ✦ | 155.80K | +4.3% | $9.77M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 74 | AQR Capital Management ✦ | 155.80K | +4.3% | $9.77M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 75 | AQR Capital Management ✦ | 155.80K | +4.3% | $9.77M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 76 | Citadel Advisors ✦ | 100.76K | -74.3% | $6.32M | 0.0% | ▼ Trim | 6 | SEC ↗ |
| 77 | Gotham Asset Management ✦ | 43.47K | -0.6% | $2.73M | 0.0% | ▼ Trim | 6 | SEC ↗ |
| 78 | Marshall Wace ✦ | 11.59K | Nieuw | $726,756 | 0.0% | New | 1 | SEC ↗ |
| 79 | D. E. Shaw & Co. ✦ | 5.82K | Nieuw | $365,039 | 0.0% | New | 1 | SEC ↗ |
| 80 | Wellington Management ✦ | 3.30K | Nieuw | $207,098 | 0.0% | New | 1 | SEC ↗ |
| 81 | Wellington Management ✦ | 3.30K | Nieuw | $207,098 | 0.0% | New | 1 | SEC ↗ |
"Hun gewicht" = het aandeel van de positie in de gerapporteerde 13F-aandelenwaarde van die beheerder — de overtuigingsmaatstaf. ✦ = gecureerde beheerder.
Nieuwe kopers
| Marshall Wace | $726,756 | 0.0% |
| D. E. Shaw & Co. | $365,039 | 0.0% |
| Wellington Management | $207,098 | 0.0% |
| Wellington Management | $207,098 | 0.0% |
Verlaten
| Norges Bank | $150.12M | was 0.0% |
Volledige marktcontext: over ALLE 13F-indieners (SEC gestructureerde data, Q1 2026): 597 houders, 217.73M aandelen, $10.30B gerapporteerd. Dit betreft een andere, oudere periode dan de bovenstaande cijfers van het gevolgde universum; beide worden nooit gecombineerd.
Vaak gezamenlijk in bezit
Wat de gevolgde houders van dit effect verder het vaakst bezitten — aantallen gedeeld eigendom, geen fundamentele relaties.
Herkomst: Eigendom op basis van geparseerde 13F common-stockposities (gevolgde universum, vergelijkbare sets voor wijzigingen); insider-rijen afkomstig van formulieren 3/4/5; belangen uit Schedules 13D/13G; elke indiening verwijst naar het origineel op SEC EDGAR.
Rapportageperiode: Q3 2025 ·
Methodologie ·
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