Security record · archived quarter
CG
The Carlyle Group Inc. · Financial Services · Asset Management
145Tracked holders
0Δ holders
197.04MShares held
$11.65BReported value
+1New positions
−0Exits
Momentum inputs (comparable managers): holder breadth 0.0% · share flow +3.9% · net new positions +0.7% — formula
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q4 2025
Ownership over time
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| Q2 2026 | 141 | +1 | 170.37M | $7.18B | +10 | −10 |
| 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 | — | — |
Who holds it · Q4 2025
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | BlackRock ✦ (passive) | 30.70M | -5.5% | $1.81B | 0.0% | ▼ Trim | 3 | SEC ↗ ×20 |
| 2 | The Vanguard Group ✦ (passive) | 26.37M | +3.7% | $1.56B | 0.0% | ▲ Add | 3 | SEC ↗ ×5 |
| 3 | Capital World Investors ✦ | 19.97M | 0.0% | $1.18B | 0.2% | ▼ Trim | 7 | SEC ↗ |
| 4 | Harris Associates (Oakmark) ✦ | 15.20M | +39.1% | $898.37M | 1.1% | ▲ Add | 5 | SEC ↗ ×2 |
| 5 | Morgan Stanley ✦ | 10.19M | +0.8% | $602.33M | 0.0% | ▲ Add | 2 | SEC ↗ ×12 |
| 6 | State Street Global Advisors ✦ (passive) | 9.55M | -4.0% | $564.21M | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 7 | Millennium Management ✦ | 8.34M | +69.2% | $493.01M | 0.4% | ▲ Add | 7 | SEC ↗ |
| 8 | Massachusetts Financial Services Co… | 7.74M | — | $457.23M | 0.1% | n/c | 1 | SEC ↗ ×7 |
| 9 | Alkeon Capital Management Llc | 5.94M | — | $351.19M | 1.5% | n/c | 1 | SEC ↗ ×2 |
| 10 | Boston Partners | 5.53M | — | $327.16M | 0.3% | n/c | 1 | SEC ↗ ×4 |
| 11 | Geode Capital Management ✦ (passive) | 5.00M | +1.6% | $294.82M | 0.0% | ▲ Add | 7 | SEC ↗ ×2 |
| 12 | Norges Bank ✦ (passive) | 4.88M | New | $288.26M | 0.0% | New | 1 | SEC ↗ |
| 13 | Legal & General Group Plc | 3.26M | — | $192.72M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 14 | Dimensional Fund Advisors Lp | 3.18M | — | $187.79M | 0.0% | n/c | 1 | SEC ↗ ×5 |
| 15 | UBS Group AG | 2.54M | — | $149.93M | 0.0% | n/c | 1 | SEC ↗ ×4 |
| 16 | Ameriprise Financial Inc | 2.51M | — | $148.10M | 0.0% | n/c | 1 | SEC ↗ ×4 |
| 17 | Northern Trust Corp | 2.48M | — | $146.77M | 0.0% | n/c | 1 | SEC ↗ ×8 |
| 18 | Fidelity (FMR) ✦ | 2.37M | +112.1% | $139.89M | 0.0% | ▲ Add | 3 | SEC ↗ ×5 |
| 19 | Bank of New York Mellon Corp | 2.02M | — | $119.67M | 0.0% | n/c | 1 | SEC ↗ ×14 |
| 20 | Capital International Investors | 1.71M | — | $101.30M | 0.0% | n/c | 1 | SEC ↗ |
| 21 | Bank Of America Corp /De/ | 1.49M | — | $88.11M | 0.0% | n/c | 1 | SEC ↗ ×8 |
| 22 | UBS AM, a distinct business unit of… | 1.38M | — | $81.59M | 0.0% | n/c | 1 | SEC ↗ ×11 |
| 23 | Markel Group ✦ | 1.33M | 0.0% | $78.44M | 0.6% | Held | 7 | SEC ↗ ×2 |
| 24 | Goldman Sachs Group ✦ | 1.24M | +3.4% | $73.30M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 25 | Invesco Ltd. | 1.12M | — | $65.98M | 0.0% | n/c | 1 | SEC ↗ ×8 |
| 26 | Charles Schwab Investment… | 1.07M | — | $63.07M | 0.0% | n/c | 1 | SEC ↗ |
| 27 | JPMorgan Chase ✦ | 979.20K | -56.7% | $57.88M | 0.0% | ▼ Trim | 2 | SEC ↗ ×7 |
| 28 | Russell Investments Group, Ltd. | 933.53K | — | $55.20M | 0.1% | n/c | 1 | SEC ↗ ×12 |
| 29 | LPL Financial LLC | 929.77K | — | $54.96M | 0.0% | n/c | 1 | SEC ↗ |
| 30 | Amundi | 818.53K | — | $48.38M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 31 | Marshall Wace ✦ | 742.26K | +6303.7% | $43.87M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 32 | Rhumbline Advisers | 702.88K | — | $41.55M | 0.0% | n/c | 1 | SEC ↗ |
| 33 | Nuveen, LLC | 672.65K | — | $39.76M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 34 | Deutsche Bank Ag\ | 594.12K | — | $35.12M | 0.0% | n/c | 1 | SEC ↗ ×7 |
| 35 | Raymond James Financial Inc | 589.76K | — | $34.86M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 36 | Principal Financial Group Inc | 558.05K | — | $32.99M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 37 | Manufacturers Life Insurance… | 507.57K | — | $30.00M | 0.0% | n/c | 1 | SEC ↗ |
| 38 | Sumitomo Mitsui Trust Group, Inc. | 507.54K | — | $30.00M | 0.0% | n/c | 1 | SEC ↗ |
| 39 | Rockefeller Capital Management L.P. | 480.56K | — | $28.41M | 0.1% | n/c | 1 | SEC ↗ ×3 |
| 40 | Assetmark, Inc | 471.04K | — | $27.84M | 0.1% | n/c | 1 | SEC ↗ |
| 41 | California Public Employees… | 463.61K | — | $27.40M | 0.0% | n/c | 1 | SEC ↗ |
| 42 | Envestnet Asset Management Inc | 459.37K | — | $27.15M | 0.0% | n/c | 1 | SEC ↗ |
| 43 | Alliancebernstein L.P. | 443.30K | — | $26.20M | 0.0% | n/c | 1 | SEC ↗ |
| 44 | Royal Bank Of Canada | 409.01K | — | $24.18M | 0.0% | n/c | 1 | SEC ↗ ×9 |
| 45 | Barclays Plc | 406.74K | — | $24.04M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 46 | Wells Fargo & Company/Mn | 390.44K | — | $23.08M | 0.0% | n/c | 1 | SEC ↗ ×4 |
| 47 | Peak6 Llc | 355.35K | — | $21.00M | 0.3% | n/c | 1 | SEC ↗ ×2 |
| 48 | California State Teachers… | 330.79K | — | $19.55M | 0.0% | n/c | 1 | SEC ↗ |
| 49 | Balyasny Asset Management L.P. | 226.71K | — | $13.40M | 0.0% | n/c | 1 | SEC ↗ |
| 50 | Mitsubishi UFJ Asset Management… | 220.13K | — | $13.40M | 0.0% | n/c | 1 | SEC ↗ |
| 51 | Bank Of Montreal /Can/ | 221.43K | — | $13.09M | 0.0% | n/c | 1 | SEC ↗ ×8 |
| 52 | Korea Investment CORP | 221.10K | — | $13.07M | 0.0% | n/c | 1 | SEC ↗ |
| 53 | Citadel Advisors ✦ | 219.28K | +117.6% | $12.96M | 0.0% | ▲ Add | 7 | SEC ↗ |
| 54 | First Trust Advisors Lp | 217.84K | — | $12.88M | 0.0% | n/c | 1 | SEC ↗ |
| 55 | Hsbc Holdings Plc | 217.23K | — | $12.86M | 0.0% | n/c | 1 | SEC ↗ ×14 |
| 56 | Brown Advisory Inc | 212.42K | — | $12.56M | 0.0% | n/c | 1 | SEC ↗ |
| 57 | T. Rowe Price ✦ | 212.11K | +4.6% | $12.54M | 0.0% | ▲ Add | 7 | SEC ↗ ×2 |
| 58 | Royal London Asset Management Ltd | 210.86K | — | $12.46M | 0.0% | n/c | 1 | SEC ↗ |
| 59 | National Bank Of Canada /Fi/ | 209.59K | — | $12.37M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 60 | Aberdeen Group plc | 175.71K | — | $10.39M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 61 | Citigroup Inc | 172.83K | — | $10.22M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 62 | AQR Capital Management ✦ | 168.60K | +8.2% | $9.97M | 0.0% | ▲ Add | 5 | SEC ↗ ×6 |
| 63 | Lazard Asset Management Llc | 164.71K | — | $9.74M | 0.0% | n/c | 1 | SEC ↗ |
| 64 | Stifel Financial Corp | 162.90K | — | $9.63M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 65 | State Board Of Administration Of… | 158.09K | — | $9.34M | 0.0% | n/c | 1 | SEC ↗ |
| 66 | Bamco Inc /Ny/ | 157.00K | — | $9.28M | 0.0% | n/c | 1 | SEC ↗ |
| 67 | New York State Common Retirement… | 148.69K | — | $8.79M | 0.0% | n/c | 1 | SEC ↗ |
| 68 | American Century Companies Inc | 146.96K | — | $8.69M | 0.0% | n/c | 1 | SEC ↗ |
| 69 | Sei Investments Co | 138.18K | — | $8.17M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 70 | Squarepoint Ops LLC | 137.29K | — | $8.12M | 0.0% | n/c | 1 | SEC ↗ |
| 71 | Danske Bank A/S | 131.31K | — | $7.76M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 72 | Universal- Beteiligungs- und… | 126.34K | — | $7.53M | 0.0% | n/c | 1 | SEC ↗ |
| 73 | State Of Wisconsin Investment Board | 118.26K | — | $6.99M | 0.0% | n/c | 1 | SEC ↗ |
| 74 | Fifth Third Bancorp | 116.87K | — | $6.91M | 0.0% | n/c | 1 | SEC ↗ |
| 75 | Td Asset Management Inc | 116.10K | — | $6.86M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 76 | Zurcher Kantonalbank (Zurich… | 114.16K | — | $6.75M | 0.0% | n/c | 1 | SEC ↗ |
| 77 | Northwestern Mutual Wealth… | 111.64K | — | $6.60M | 0.0% | n/c | 1 | SEC ↗ |
| 78 | Corient Private Wealth LP | 115.44K | — | $5.92M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 79 | Bnp Paribas Financial Markets | 99.09K | — | $5.86M | 0.0% | n/c | 1 | SEC ↗ |
| 80 | Victory Capital Management Inc | 96.06K | — | $5.68M | 0.0% | n/c | 1 | SEC ↗ |
| 81 | Mitsubishi UFJ Trust & Banking Corp | 94.64K | — | $5.59M | 0.0% | n/c | 1 | SEC ↗ |
| 82 | Pictet Asset Management Holding SA | 93.30K | — | $5.52M | 0.0% | n/c | 1 | SEC ↗ |
| 83 | Aviva Plc | 90.42K | — | $5.34M | 0.0% | n/c | 1 | SEC ↗ |
| 84 | Asset Management One Co., Ltd. | 87.25K | — | $5.26M | 0.0% | n/c | 1 | SEC ↗ |
| 85 | Cerity Partners LLC | 86.92K | — | $5.14M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 86 | HighTower Advisors, LLC | 86.04K | — | $5.09M | 0.0% | n/c | 1 | SEC ↗ |
| 87 | Osaic Holdings, Inc. | 79.76K | — | $4.71M | 0.0% | n/c | 1 | SEC ↗ ×4 |
| 88 | Nomura Asset Management Co Ltd | 78.85K | — | $4.66M | 0.0% | n/c | 1 | SEC ↗ |
| 89 | Cetera Investment Advisers | 64.96K | — | $3.84M | 0.0% | n/c | 1 | SEC ↗ |
| 90 | Assenagon Asset Management S.A. | 62.00K | — | $3.66M | 0.0% | n/c | 1 | SEC ↗ |
| 91 | Prudential Financial Inc | 58.67K | — | $3.47M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 92 | Pnc Financial Services Group, Inc. | 56.33K | — | $3.33M | 0.0% | n/c | 1 | SEC ↗ ×5 |
| 93 | Commonwealth Equity Services, Llc | 55.22K | — | $3.26M | 0.0% | n/c | 1 | SEC ↗ |
| 94 | Toronto Dominion Bank | 55.03K | — | $3.25M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 95 | Gotham Asset Management ✦ | 43.47K | 0.0% | $2.57M | 0.0% | Held | 7 | SEC ↗ |
| 96 | Truist Financial Corp | 40.63K | — | $2.40M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 97 | Neuberger Berman Group LLC | 35.42K | — | $2.09M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 98 | Captrust Financial Advisors | 34.07K | — | $2.01M | 0.0% | n/c | 1 | SEC ↗ |
| 99 | Simplex Trading, Llc | 33.13K | — | $1.96M | 0.1% | n/c | 1 | SEC ↗ |
| 100 | Mml Investors Services, Llc | 32.73K | — | $1.93M | 0.0% | n/c | 1 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.
New buyers
| Norges Bank | $288.26M | 0.0% |
Exited
| No tracked exits this quarter. |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 597 holders, 217.73M shares, $10.30B reported. This is a different, older period than the tracked-universe figures above and the two are never mixed.
Frequently co-owned
What else this security's tracked holders most often hold — shared-ownership counts, not fundamental relationships.
Open-market purchases (P)
No open-market insider purchases in our coverage window.
Open-market sales (S)
Sep 11
Rubenstein David M.
Director · 400.00K sh · $17.10M
Awards, exercises and tax withholding are never counted as buys or sales here. Methodology
Jul 27
SC 13G/A — BlackRock, Inc.
Provenance: Ownership from parsed 13F common-stock positions (tracked universe, comparable sets for changes); insider rows from Forms 3/4/5; stakes from Schedules 13D/13G; every filing links to its original on SEC EDGAR.
Reporting period: Q4 2025 ·
Methodology ·
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