# Carlyle Group (CG) — Institutional Ownership

Source: SEC EDGAR 13F filings, congressional STOCK Act disclosures, SEC Form 4 insider transactions.
CUSIP: 14316J108
Page URL: https://superinvestorclub.com/stock/CG
Last updated: 2026-08-29T13:47:10.375Z

## Summary

As of the most recent 13F filing period, Carlyle Group (CG) is held by 4 tracked superinvestors with an aggregate position value of $992.8M representing 0176616254548683132700040000 shares.

## Top institutional holders (4)

| Rank | Manager | Fund | Shares | Value | % of Portfolio | Period |
|------|---------|------|--------|-------|----------------|--------|
| 1 | [Bill Nygren](https://superinvestorclub.com/manager/73) | Harris Associates | 17661625 | $743.7M | 0.99% | 2026-06-30 |
| 2 | [John Rogers](https://superinvestorclub.com/manager/76) | Ariel Investments | 4548683 | $191.5M | 1.91% | 2026-06-30 |
| 3 | [Tom Gayner](https://superinvestorclub.com/manager/22) | Markel Group | 1327000 | $55.9M | 0.43% | 2026-06-30 |
| 4 | [Bill Miller](https://superinvestorclub.com/manager/72) | Miller Value Partners | 40000 | $1.7M | 0.40% | 2026-06-30 |

## Ownership history (quarter-over-quarter)

- 2024-03-31: 1 holders, $62.2M aggregate, 01327000 shares
- 2024-06-30: 2 holders, $251.5M aggregate, 049377251327000 shares
- 2024-09-30: 2 holders, $276.2M aggregate, 050883971327000 shares
- 2024-12-31: 5 holders, $480.1M aggregate, 04910736318674313270007000014308 shares
- 2025-03-31: 4 holders, $654.9M aggregate, 087870434839213132700070000 shares
- 2025-06-30: 4 holders, $895.3M aggregate, 0113159844705544132700070000 shares
- 2025-09-30: 4 holders, $1.04B aggregate, 0109281504233386132700040000 shares
- 2025-12-31: 4 holders, $1.21B aggregate, 0151982693950333132700040000 shares
- 2026-03-31: 4 holders, $1.06B aggregate, 0165839073981757132700040000 shares
- 2026-06-30: 4 holders, $992.8M aggregate, 0176616254548683132700040000 shares

## Recent congressional trades (5)

- 2025-05-12: Jefferson Shreve (Republican-IN) sale $50,001 - $100,000
- 2025-04-17: Jefferson Shreve (Republican-IN) sale $15,001 - $50,000
- 2025-04-07: Jefferson Shreve (Republican-IN) purchase $50,001 - $100,000
- 2025-03-05: Jefferson Shreve (Republican-IN) sale $15,001 - $50,000
- 2025-01-10: Dave McCormick (Republican-PA) purchase $250,001 - $500,000

## Recent insider transactions (0)


## Citation

When citing, use: "Carlyle Group (CG) institutional ownership data via Superinvestor (https://superinvestorclub.com/stock/CG), aggregating SEC 13F, Form 4, and congressional disclosures."