The Carlyle Group Inc. (CG) Shareholders & Insider Trades
Carlyle shareholders at a glance
The largest holder of Carlyle stock is Daniel D'Aniello9.122 %, with 32.5 million shares (9.12% of the company), worth about $1.57 billion as of September 25, 2026. The 10 largest holders together own 52.2%.
In Q2 2026, 627 institutional holdings reports listed 233.0 million shares worth $9.58 billion, up 6.4% in shares from Q1 2026.
Insiders reported 78 transactions in the last two years: 5 sales worth $116.57 million and no purchases. The newest one on file is from May 1, 2026 (Hance James Henry Jr, Director).
Major holders as of September 25, 2026; quarterly totals from institutional holdings reports (latest Q2 2026); insider transactions on file through May 1, 2026.
The Carlyle Group Inc.
Shareholders Summary
2026Q2
Ownership by Type
Geographic Distribution
Largest Carlyle shareholders
| Holder | Shares | % of company | Value |
|---|---|---|---|
| Daniel D'Aniello9.122 % | 32.5 million | 9.12% | $1.6B |
| William Conway7.577 % | 27.0 million | 7.58% | $1.3B |
| BlackRock Advisors LLC | 27.0 million | 7.58% | $1.3B |
| David Rubenstein7.549 % | 26.9 million | 7.55% | $1.3B |
| Harris Associates LP | 17.7 million | 4.96% | $855.0M |
| Vanguard Portfolio Management LLC | 11.8 million | 3.32% | $572.0M |
| Capital Research & Management Co. (World Investors) | 11.8 million | 3.31% | $572.0M |
| Vanguard Capital Management LLC | 11.5 million | 3.22% | $555.0M |
| Eaton Vance Management | 10.0 million | 2.81% | $484.0M |
| State Street Corporation | 9.9 million | 2.78% | $479.0M |
As of September 25, 2026.
Carlyle institutional holdings by quarter
| Quarter | Reports | Shares | Value |
|---|---|---|---|
| Q2 2026 | 627 | 233.0 million | $9.6B |
| Q1 2026 | 639 | 219.0 million | $10.6B |
| Q4 2025 | 665 | 230.0 million | $13.6B |
| Q3 2025 | 676 | 229.0 million | $14.4B |
| Q2 2025 | 615 | 234.0 million | $12.0B |
| Q1 2025 | 561 | 227.0 million | $9.9B |
| Q4 2024 | 598 | 216.0 million | $10.9B |
| Q3 2024 | 557 | 213.0 million | $9.2B |
Shares and value held by institutions that file quarterly holdings reports (options not included).
Carlyle insider trades
| Insider | Date | Title | Transaction | Value |
|---|---|---|---|---|
| Hance James Henry Jr | May 1, 2026 | Director | Stock Award(Grant) at price 0.00 per share. | – |
| Shaw William Joseph | May 1, 2026 | Director | Stock Award(Grant) at price 0.00 per share. | – |
| Ordan Mark S | May 1, 2026 | Director | Stock Award(Grant) at price 0.00 - 49.44 per share. | $220,008 |
| Rice Derica W | May 1, 2026 | Director | Stock Award(Grant) at price 0.00 - 49.44 per share. | $145,008 |
| Welters Anthony | May 1, 2026 | Director | Stock Award(Grant) at price 0.00 per share. | – |
| Beschloss Afsaneh Mashayekhi | May 1, 2026 | Director | Stock Award(Grant) at price 0.00 per share. | – |
| Fitt Lawton Wehle | May 1, 2026 | Director | Stock Award(Grant) at price 0.00 per share. | – |
| Cherwoo Sharda | May 1, 2026 | Director | Stock Award(Grant) at price 0.00 per share. | – |
| Filler Linda | May 1, 2026 | Director | Stock Award(Grant) at price 0.00 per share. | – |
| Rubenstein David M | Mar 19, 2026 | Director | Stock Gift at price 0.00 per share. | – |
| Rubenstein David M | Mar 19, 2026 | Director | Sale at price 46.68 per share. | $23.3M |
| Ferguson Jeffrey W | Feb 20, 2026 | General Counsel | Stock Award(Grant) at price 0.00 per share. | – |
Newest 12 of 78 insider transactions in the last two years.
Questions and answers
Who owns the most Carlyle stock?
Daniel D'Aniello9.122 %, with 9.12% of the company (as of September 25, 2026). Next: William Conway7.577 % (7.58%) and BlackRock Advisors LLC (7.58%).
How many institutions own Carlyle stock?
627 institutional holdings reports listed Carlyle shares in Q2 2026, 233.0 million shares in all worth $9.58 billion.
Are Carlyle insiders buying or selling the stock?
In the last two years insiders reported 5 sales and no purchases (78 transactions in all); the newest on file is from May 1, 2026.
