Public ownership evidence

The Carlyle Group Inc. Common Stock (CG) Ownership Disclosures

Read CG insider transactions, institutional 13F filings and Congressional disclosures with report dates, public availability and original receipts.

As of 2026-10-10T12:08:28.848Z

Recent Form 4 activity

2026-09-112026-09-11Rubenstein David M.S400,000Not reported
2026-08-292026-08-26Heinzelman Kate ElizabethA78Not reported
2026-08-292026-08-26LoBue LindsayA2,657Not reported
2026-08-292026-08-26Nedelman JeffreyA6,615Not reported
2026-08-292026-08-26Andrews Charles Elliott Jr.A304Not reported
2026-08-292026-08-26Jenkins Mark DavidA6,264Not reported
2026-08-292026-08-26Plouffe JustinA3,769Not reported
2026-08-292026-08-26Redett John C.A8,302Not reported
2026-08-292026-08-26SCHWARTZ HARVEY MA19,240Not reported
2026-08-052026-08-01Heinzelman Kate ElizabethA11,031Not reported

90-day public availability window, up to 50 records.

Recent institutional filing receipts

These are raw ticker-matched positions in recent 13F receipts, including amendments. They are not deduplicated current ownership totals. Open the manager profile to inspect its effective filing book.

Cornerstone Financial Management LLC2026-06-302026-08-2914$590None
Cornerstone Financial Management LLC2026-03-312026-08-2914$677None
Cornerstone Financial Management LLC2025-12-312026-08-2914$828None
B. Riley Wealth Advisors, Inc.2025-03-312026-08-2912,754$555,964None
Corient Private Wealth LP2026-06-302026-08-2847,904$2,017,240None
Principia Wealth Advisory, LLC2026-06-302026-08-27140$5,895None
Principia Wealth Advisory, LLC2026-03-312026-08-2749$2,371None
Advisors Asset Management, Inc.2025-09-302026-08-279,990$626,373None
Advisors Asset Management, Inc.2025-06-302026-08-256,726$345,716None
CAZ INVESTMENTS LP2026-06-302026-08-25106,000$4,463,660None
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM2026-06-302026-08-25303,315$12,772,595None
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM2026-06-302026-08-2512,772,595$303,315,000None
Advisors Asset Management, Inc.2025-12-312026-08-2221,237$1,255,319None
Assenagon Asset Management S.A.2026-06-302026-08-22264,232$11,126,810None
DEPRINCE RACE & ZOLLO INC2026-06-302026-08-21562,441$23,684,391None
MERCER GLOBAL ADVISORS INC /ADV2026-06-302026-08-2013,101$551,691None
Ensign Peak Advisors, Inc2026-03-312026-08-1919,092$923,862None
Ensign Peak Advisors, Inc2025-12-312026-08-1916,742$989,620None
Ensign Peak Advisors, Inc2025-09-302026-08-1951,567$3,233,251None
Glenview Trust Co2026-06-302026-08-197,680$323,404None
Livforsakringsbolaget Skandia, Omsesidigt2026-06-302026-08-191,700$71,553None
Rakuten Investment Management, Inc.2026-06-302026-08-1915,066$610,474None
Coastal Bridge Advisors, LLC2026-06-302026-08-1849,352$2,078,207None
Comprehensive Money Management Services LLC2026-06-302026-08-189,621$405,140None
Caitlin John, LLC2026-06-302026-08-1883$3,495None
Corient Private Wealth LP2026-06-302026-08-1851,565$2,170,946None
Empowered Funds, LLC2026-06-302026-08-186,379$268,620None
Empowered Funds, LLC2026-06-302026-08-185,707$240,322None
Empowered Funds, LLC2026-06-302026-08-18934$39,331None
Empowered Funds, LLC2026-06-302026-08-18188$7,917None
Transamerica Financial Advisors, LLC2026-06-302026-08-18133$5,638None
UNITED CAPITAL FINANCIAL ADVISORS, LLC2026-06-302026-08-1828,640$1,206,022None
CAPSTONE INVESTMENT ADVISORS, LLC2026-06-302026-08-1810,372$436,765None
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO2026-06-302026-08-1875,647$3,185,495None
EFG International AG2026-06-302026-08-15398$16,760None
AMERIFLEX GROUP, INC.2026-06-302026-08-1525$1,053None
Synergy Investment Management, LLC2026-06-302026-08-1549$2,190None
TORONTO DOMINION BANK2026-06-302026-08-1510,737$452,000None
TORONTO DOMINION BANK2026-06-302026-08-15139,087$5,856,954None
TORONTO DOMINION BANK2026-06-302026-08-156$234None
SEI INVESTMENTS CO2026-06-302026-08-1581,670$3,439,124None
SEI INVESTMENTS CO2026-06-302026-08-1565,107$2,740,900None
Aster Capital Management (DIFC) Ltd2026-06-302026-08-152,186$92,052None
Seneschal Advisors, LLC2026-06-302026-08-156$253None
Glen Eagle Advisors, LLC2026-06-302026-08-15138$5,811None
Federation des caisses Desjardins du Quebec2026-06-302026-08-1588$3,704None
Federation des caisses Desjardins du Quebec2026-06-302026-08-15474$19,951None
Federation des caisses Desjardins du Quebec2026-06-302026-08-1513,815$581,750None
JPL Wealth Management, LLC2026-06-302026-08-1545$1,895None
Advisors Asset Management, Inc.2026-06-302026-08-1528,780$1,211,926None

90-day public filing window, up to 50 source positions.

Cornerstone Financial Management LLC ↗Cornerstone Financial Management LLC ↗Cornerstone Financial Management LLC ↗B. Riley Wealth Advisors, Inc. ↗Corient Private Wealth LP ↗Principia Wealth Advisory, LLC ↗Principia Wealth Advisory, LLC ↗Advisors Asset Management, Inc. ↗Advisors Asset Management, Inc. ↗CAZ INVESTMENTS LP ↗

Recent Congressional disclosures

No matching Congressional transactions were returned in this source preview.

No records are available for this view.

Bounded public source preview, up to 25 disclosed events.

How to read the disclosure dates

The tables report different things: insider transactions, institutional positions and Congressional transaction ranges. Read each table with its source dates and units. They cannot be added into a combined ownership percentage.

  1. Company insiders

    SEC Form 4 purchases, sales and awards report transactions and their public filing availability.

  2. Institutional managers

    13F reports disclose delayed quarter-end positions. They are not a record of trades between quarters.

  3. Congressional filers

    Periodic transaction reports disclose transaction dates and amount brackets. Public filing dates determine what researchers could know.

Institutional source directory ↗Congressional source directory ↗

Read the transaction codes

Awards use transaction code A, purchases P and sales S. An acquisition from an award is not the same as an open-market purchase. Joint filers may share a transaction. Use original receipts and availability dates to interpret the events.