# 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: 2026-07-08T12:47:47.905Z

## Summary

As of the most recent 13F filing period, Carlyle Group (CG) is held by 3 tracked superinvestors with an aggregate position value of $258.8M representing 03981757132700040000 shares.

## Top institutional holders (3)

| Rank | Manager | Fund | Shares | Value | % of Portfolio | Period |
|------|---------|------|--------|-------|----------------|--------|
| 1 | [John Rogers](https://superinvestorclub.com/manager/76) | Ariel Investments | 3981757 | $192.7M | 2.16% | 2026-03-31 |
| 2 | [Tom Gayner](https://superinvestorclub.com/manager/22) | Markel Group | 1327000 | $64.2M | 0.54% | 2026-03-31 |
| 3 | [Bill Miller](https://superinvestorclub.com/manager/72) | Miller Value Partners | 40000 | $1.9M | 0.51% | 2026-03-31 |

## 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: 3 holders, $258.8M aggregate, 03981757132700040000 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."