The Carlyle Group Inc. (CG)

Nasdaq: CG · Investment Advice · Washington, DC · filing with the SEC since 2011

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Grade4.3

◀ Past 4.3● Present 4.5▶ Future 3.9

Overview Business Financials Grade Forecast Sentiment Ownership People Filings Patents Chart

Who owns The Carlyle Group Inc.

As filed with the SEC

Holders of 5% or more

Daniel A. D'Aniello holds 9% of Common stock, par value $0.01 per share, as its SCHEDULE 13G/A filed Apr 17, 2025 says.

Directors and officers

report now, of 31 people on the record since 2012. Their holdings as a group are not read here.

Institutions as a whole

n/a

The record does not read the share held by managers that file Form 13F, so none is printed and no split of the rest is estimated. What it holds is the 4 named at left.

Holders of 5% or moreshare of the class, as filed

Daniel A. D'Aniello

SCHEDULE 13G/A · filed Apr 17, 2025 · Common stock, par value $0.01 per share

William E. Conway, Jr.

SCHEDULE 13G/A · filed Apr 17, 2025 · Common stock, par value $0.01 per share

8.3%

David M. Rubenstein

SCHEDULE 13G/A · filed Apr 17, 2025 · Common stock, par value $0.01 per share

8.1%

Blackrock, Inc.

SCHEDULE 13G/A · filed Jul 27, 2026 · Common Stock

7.4%

Capital World Investors

SCHEDULE 13G/A · filed May 14, 2026 · Common Stock · reported falling below 5%, from 5.6% in Aug 13, 2025

under 5%

The Vanguard Group

SCHEDULE 13G/A · filed Mar 26, 2026 · Common Stock · reported falling below 5%

under 5%

Carlyle Group Management L.L.C.

SCHEDULE 13D/A · filed Apr 17, 2025 · Common stock, par value $0.01 per share · reported falling below 5%

under 5%

What CG reports owning in othersstakes of 5% or more, and other ties

StandardAero, Inc. SARO

SCHEDULE 13G/A · filed May 15, 2026 · Common Stock, par value $0.01 per share

25.4%

Medline Inc. MDLN

SCHEDULE 13G/A · filed May 15, 2026 · Class A Common Stock, par value $0.0001 per share

20.6%

Vistance Networks, Inc. VISN

SCHEDULE 13D/A · filed Aug 5, 2025 · Common Stock, par value $0.01 per share

17.5%

Phathom Pharmaceuticals, Inc. PHAT

SCHEDULE 13G/A · filed Aug 28, 2025 · Common Stock, par value $0.0001 per share · reported falling below 5%

under 5%

Spruce Biosciences, Inc. SPRB

SCHEDULE 13D/A · filed Feb 18, 2026 · Common Stock, par value $0.0001 per share · reported falling below 5%

under 5%

SunPower Inc. SPWR

SCHEDULE 13G/A · filed Aug 14, 2026 · Common Stock, par value $0.0001 per share · reported falling below 5%

under 5%

Q32 Bio Inc. QTTB

SCHEDULE 13G/A · filed Jul 6, 2026 · Common Stock, par value $0.0001 per share · reported falling below 5%

under 5%

Jasper Therapeutics, Inc. JSPR

SCHEDULE 13D/A · filed Feb 18, 2026 · Voting Common Stock, par value $0.0001 per share · reported falling below 5%

under 5%

NuCana plc NCNA

SCHEDULE 13D/A · filed Apr 18, 2025 · Ordinary Shares, nominal value (pound)0.04 per share · reported falling below 5%

under 5%

Black Stone Minerals, L.P. BSM

SCHEDULE 13G/A · filed May 13, 2025 · Common Units · reported falling below 5%

under 5%

Other ties the annual report names

Carlyle Asia Partners V, L.P

An entity · legal entity · owns, named in the 10-K filed Feb 27, 2026

Carlyle Partners VI, L.P.

An entity · legal entity · owns, named in the 10-K filed Feb 27, 2026

Carlyle Partners VII, L.P.

An entity · legal entity · owns, named in the 10-K filed Feb 27, 2026

Carlyle Partners VIII, L.P.

An entity · legal entity · owns, named in the 10-K filed Feb 27, 2026

Carried Interest and Giveback Obligations

An entity · legal entity · owns, named in the 10-K filed Feb 27, 2026

Non Carlyle Majority Owned Subsidiaries

An entity · legal entity · owns, named in the 10-K filed Feb 27, 2026

Consolidated Operating Entities

An entity · co registrant · owns, named in the 10-K filed Feb 27, 2026

Non Carlyle Interests in Consolidated Funds

An entity · co registrant · owns, named in the 10-K filed Feb 27, 2026

1,229 subsidiaries in 28 countries, from the list filed with the 10-K filed Feb 27, 2026. Its Form 13F-HR for Jun 30, 2026 lists 19 holdings. The record carries no value for them.

Insider tradesForm 4

3sales

0purchases

0sales on a scheduled plan

1people selling

$75.8Msold, in dollars

$0bought, in dollars

Open-market trades on Form 4 from Nov 3, 2025 to Nov 3, 2026. A scheduled plan is a selling program set in advance under SEC rule 10b5-1. The trades are listed as filed and do not feed the grade.

By calendar yearSoldBought

17181920212223242526

2026 runs to Nov 3, 2026. Dollars as filed, summed by the transaction date.

People who traded in the window1 of 32 on the roster

Person	Role as filed	Sales	Sold	On a plan	Buys	Bought
Rubenstein David M.	The reporting person's title is Founder and Co-Executive Chairman.	3	$75.8M	0	0	$0

SI Assistanton CG · research, not advice