Carlyle Group Inc
Ownership
Ownership Structure
Who owns Carlyle Group Inc (CG)? This page shows the largest institutions and funds, the ownership structure and the latest insider transactions. 72.6% of the shares are freely tradable; institutional investors hold 65.5%.
Largest Shareholders
Institutions
| Name | Stake (%) | Shares | Change (%) | Date |
|---|---|---|---|---|
| BlackRock Inc | 8.98 | 31,984,053 | +3.1 | 06/30/2026 |
| Harris Associates L.P. | 4.96 | 17,661,625 | +6.5 | 06/30/2026 |
| Vanguard Portfolio Management, LLC | 3.32 | 11,830,112 | +0.1 | 06/30/2026 |
| Capital World Investors | 3.32 | 11,813,798 | -33.7 | 06/30/2026 |
| Vanguard Capital Management, LLC | 3.22 | 11,464,474 | +0.6 | 06/30/2026 |
| Morgan Stanley - Brokerage Accounts | 2.80 | 9,993,408 | -1.8 | 06/30/2026 |
| State Street Corp | 2.78 | 9,891,982 | +2.2 | 06/30/2026 |
Funds
| Name | Stake (%) | Shares | Change (%) | Date |
|---|---|---|---|---|
| American Funds Income Fd of Amer A | 3.18 | 11,348,299 | +0.0 | 09/30/2026 |
| iShares Core S&P Mid-Cap ETF | 2.64 | 9,392,593 | +0.0 | 09/30/2026 |
| Vanguard MStar Total Stk Mkt Idx Invest | 2.22 | 7,922,418 | -1.2 | 09/30/2026 |
Largest reported positions according to regulatory filings; stake as a percentage of shares outstanding, change versus the previous filing. Source: fundamentals data.
Insider holdings
| Person | Role | Shares | Value | As of | Type |
|---|---|---|---|---|---|
| Rubenstein David M. | Director | 26,899,644 | 1,105,575,368 $ | Sep 11, 2026 | direct |
| Schwartz Harvey M | Chief Executive Officer | 5,273,362 | 216,735,178 $ | Aug 26, 2026 | direct |
| Redett John C. | Co-President | 1,752,000 | 72,007,200 $ | Aug 26, 2026 | direct |
| Nedelman Jeffrey | Co-President | 1,609,479 | 66,149,587 $ | Aug 26, 2026 | direct |
| Jenkins Mark David | Co-President | 1,415,478 | 58,176,146 $ | Aug 26, 2026 | direct |
| Plouffe Justin | Chief Financial Officer | 852,461 | 35,036,147 $ | Aug 26, 2026 | direct |
| LoBue Lindsay | Chief Operating Officer | 700,578 | 28,793,756 $ | Aug 26, 2026 | direct |
| Andrews Charles Elliott Jr. | Chief Accounting Officer | 135,668 | 5,575,955 $ | Aug 26, 2026 | direct |
| Heinzelman Kate Elizabeth | General Counsel | 11,109 | 456,580 $ | Aug 26, 2026 | direct |
Holdings as of each person's most recent SEC Form 4 filing — excluding options and RSUs, which are not shares yet. Holdings may have changed between two filings.
Insiders
Insider Transactions
| Date | Person | Role | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| Sep 11, 2026 | Rubenstein David M. | Director | Sell | 400,000 | 42.74 | 17,096,000 |
| Sep 11, 2026 | Rubenstein David M. | Director | Other | 100,000 | 0.00 | – |
| Aug 26, 2026 | Heinzelman Kate Elizabeth | General Counsel | Other | 78 | 0.00 | – |
| Aug 26, 2026 | LoBue Lindsay | Chief Operating Officer | Other | 2,657 | 0.00 | – |
| Aug 26, 2026 | Nedelman Jeffrey | Co-President | Other | 6,615 | 0.00 | – |
| Aug 26, 2026 | Andrews Charles Elliott Jr. | Chief Accounting Officer | Other | 304 | 0.00 | – |
| Aug 26, 2026 | Jenkins Mark David | Co-President | Other | 6,264 | 0.00 | – |
| Aug 26, 2026 | Plouffe Justin | Chief Financial Officer | Other | 3,769 | 0.00 | – |
| Aug 26, 2026 | Redett John C. | Co-President | Other | 8,302 | 0.00 | – |
| Aug 26, 2026 | Schwartz Harvey M | Chief Executive Officer | Other | 19,240 | 0.00 | – |
| Aug 1, 2026 | Heinzelman Kate Elizabeth | General Counsel | Other | 11,031 | 0.00 | – |
| Aug 1, 2026 | LoBue Lindsay | Chief Operating Officer | Other | 18,284 | 46.02 | 841,430 |
| Aug 1, 2026 | Nedelman Jeffrey | Co-President | Other | 43,081 | 46.02 | 1,982,588 |
| Aug 1, 2026 | Andrews Charles Elliott Jr. | Chief Accounting Officer | Other | 12,364 | 46.02 | 568,991 |
| Aug 1, 2026 | Jenkins Mark David | Co-President | Other | 124,793 | 46.02 | 5,742,974 |
| Aug 1, 2026 | Plouffe Justin | Chief Financial Officer | Other | 62,533 | 46.02 | 2,877,769 |
| Aug 1, 2026 | Redett John C. | Co-President | Other | 124,558 | 46.02 | 5,732,159 |
Reportable transactions by officers and major shareholders from SEC Form 4 filings. "Other" includes things like stock grants and option exercises without a buy/sell character. View all insider transactions →
Data as of: November 2, 2026 · Source: fundamental data & SEC filings (annual and quarterly reports, 10-K/10-Q)
Note: pure fact-based analysis, not investment advice and not a solicitation to buy or sell. All figures without guarantee.