[SCHEDULE 13G/A] Carlyle Group Inc. Amended Passive Investment Disclosure

The Carlyle Group Inc. ownership update: Capital World Investors filed an Amendment No. 1 to Schedule 13G reporting beneficial ownership of 17,987,864 shares, representing 5.0% of the 361,171,067 shares believed outstanding as of the filing.

Rhea-AI Filing Summary

The Carlyle Group Inc. ownership update: Capital World Investors filed an Amendment No. 1 to Schedule 13G reporting beneficial ownership of 17,987,864 shares, representing 5.0% of the 361,171,067 shares believed outstanding as of the filing. The filing shows sole voting power over 17,827,216 shares and sole dispositive power over 17,987,864 shares.

Insights

Institutional Ownership Analyst

Passive investment disclosure by a major asset manager.

Capital World Investors reports holding 17,987,864 shares, or 5.0%, of The Carlyle Group. This places CWI at the regulatory 5% reporting threshold, which can signal a notable passive stake without indicating activist intent.

Holder decisions about future dispositions or filings could affect visible ownership; subsequent SEC filings would show any material change.

Securities Compliance Counsel

Disclosure aligns with Schedule 13G/A reporting requirements.

The amendment identifies Capital World Investors and affiliated investment management entities and certifies beneficial ownership and voting/dispositive powers. The filing is signed and dated 05/13/2026.

Because the report is an amendment to a 13G, it is consistent with passive investor disclosure rules rather than an active Section 13(d) filing.

Key Figures

Beneficial ownership: 17,987,864 shares Percent of class: 5.0% Sole voting power: 17,827,216 shares

3 metrics

Beneficial ownership 17,987,864 shares reported in Schedule 13G/A

Percent of class 5.0% of 361,171,067 shares believed outstanding

Sole voting power 17,827,216 shares as reported for voting authority

Key Terms

Schedule 13G/A, Beneficial ownership, Sole dispositive power

3 terms

Schedule 13G/A regulatory

"Capital World Investors filed an Amendment No. 1 to Schedule 13G"

A Schedule 13G/A is an amended public filing with the U.S. securities regulator that updates a previous Schedule 13G, disclosing when an individual or group holds a substantial (typically over 5%) stake in a company and is claiming a passive, non‑controlling intent. Investors monitor these updates because rising or falling holdings can signal changing confidence, potential future moves, or shifts in voting power — like watching a public ledger where large shareholders quietly adjust their positions.

Beneficial ownership regulatory

"CWI is deemed to be the beneficial owner of 17,987,864 shares"

Beneficial ownership means the person or entity that actually enjoys the benefits of owning shares or other assets — such as receiving dividends, voting rights, or price gains — even if the legal title is held in another name. For investors it matters because knowing who truly controls and profits from a company reveals who can influence decisions, exposes potential conflicts of interest or hidden concentration of power, and affects transparency and risk in the stock.

Sole dispositive power financial

"Sole power to dispose or to direct the disposition of: 17,987,864"

Sole dispositive power is the exclusive legal authority to decide what happens to a security — for example, whether to sell, transfer, or retain shares — without needing anyone else’s permission. Investors care because it signals who truly controls the economic outcome of an investment: like holding the only key to a safe, the holder can realize gains or losses and may trigger regulatory reporting, insider rules, or influence over corporate ownership.

FAQ

AI-generated questions and answers. How Rhea-AI works. Not financial advice.

What stake does Capital World Investors hold in Carlyle (CG)?

Capital World Investors reports beneficial ownership of 17,987,864 shares, representing 5.0% of the 361,171,067 shares believed outstanding as stated in the filing.

When was the Schedule 13G/A amendment for CG signed?

The amendment was signed on 05/13/2026 by Jae Won Chung, Senior Vice President and Associate General Counsel at Capital Research and Management Company.

Does Capital World Investors have voting control over its Carlyle shares?

The filing reports sole voting power for 17,827,216 shares and sole dispositive power for 17,987,864 shares, with no shared voting or dispositive power listed.

Is this filing indicative of activist intentions for CG?

The filing is an amended Schedule 13G, which is used by passive investors; it does not by itself indicate activist intentions or an intent to control the company.

How does this filing classify Capital World Investors?

The filing states Capital World Investors is a division of Capital Research and Management Company and affiliated investment management entities, collectively deemed beneficial owners of the reported shares.

AI-generated analysis. How Rhea-AI works. Not financial advice.

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Accepted by SEC EDGAR 05/14/2026 - 01:55 PM Learn about SEC filing dates

SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549

SCHEDULE 13G

UNDER THE SECURITIES EXCHANGE ACT OF 1934

(Amendment No. 1)

The Carlyle Group Inc.

(Name of Issuer)

Common Stock

(Title of Class of Securities)

14316J108

(CUSIP Number)

03/31/2026

(Date of Event Which Requires Filing of this Statement)

Check the appropriate box to designate the rule pursuant to which this Schedule is filed:

Rule 13d-1(b)

Rule 13d-1(c)

Rule 13d-1(d)

schemaVersion:

SCHEDULE 13G

CUSIP Number(s): 14316J108

1

Names of Reporting Persons

Capital World Investors

2

Check the appropriate box if a member of a Group (see instructions)

(a)
(b)

3

Sec Use Only

4

Citizenship or Place of Organization

DELAWARE

Number of Shares Beneficially Owned by Each Reporting Person With:

5	Sole Voting Power 17,827,216.00
6	Shared Voting Power 0.00
7	Sole Dispositive Power 17,987,864.00
8	Shared Dispositive Power 0.00

9

Aggregate Amount Beneficially Owned by Each Reporting Person

17,987,864.00

10

Check box if the aggregate amount in row (9) excludes certain shares (See Instructions)

11

Percent of class represented by amount in row (9)

5.0 %

12

Type of Reporting Person (See Instructions)

IA

SCHEDULE 13G

Item 1.
(a)	Name of issuer: The Carlyle Group Inc.
(b)	Address of issuer's principal executive offices: 1001 Pennsylvania Ave NW, Washington, DC 20004
Item 2.
(a)	Name of person filing: Capital World Investors
(b)	Address or principal business office or, if none, residence: 333 SOUTH HOPE STREET, 55TH FLOOR, LOS ANGELES, CALIFORNIA 90071
(c)	Citizenship: N/A
(d)	Title of class of securities: Common Stock
(e)	CUSIP No.: 14316J108
Item 3.	If this statement is filed pursuant to §§ 240.13d-1(b) or 240.13d-2(b) or (c), check whether the person filing is a:
(a)	Broker or dealer registered under section 15 of the Act (15 U.S.C. 78o);
(b)	Bank as defined in section 3(a)(6) of the Act (15 U.S.C. 78c);
(c)	Insurance company as defined in section 3(a)(19) of the Act (15 U.S.C. 78c);
(d)	Investment company registered under section 8 of the Investment Company Act of 1940 (15 U.S.C. 80a-8);
(e)	An investment adviser in accordance with § 240.13d-1(b)(1)(ii)(E);
(f)	An employee benefit plan or endowment fund in accordance with § 240.13d-1(b)(1)(ii)(F);
(g)	A parent holding company or control person in accordance with § 240.13d-1(b)(1)(ii)(G);
(h)	A savings associations as defined in Section 3(b) of the Federal Deposit Insurance Act (12 U.S.C. 1813);
(i)	A church plan that is excluded from the definition of an investment company under section 3(c)(14) of the Investment Company Act of 1940 (15 U.S.C. 80a-3);
(j)	A non-U.S. institution in accordance with § 240.13d-1(b)(1)(ii)(J). If filing as a non-U.S. institution in accordance with § 240.13d-1(b)(1)(ii)(J), please specify the type of institution:
(k)	Group, in accordance with Rule 240.13d-1(b)(1)(ii)(K).
Item 4.	Ownership
(a)	Amount beneficially owned: 17,987,864 ** **Capital World Investors ("CWI") is a division of Capital Research and Management Company ("CRMC"), as well as its investment management subsidiaries and affiliates Capital Bank and Trust Company, Capital International, Inc., Capital International Limited, Capital International Sarl, Capital International K.K., Capital Group Private Client Services, Inc., and Capital Group Investment Management Private Limited (together with CRMC, the "investment management entities"). CWI's divisions of each of the investment management entities collectively provide investment management services under the name "Capital World Investors." CWI is deemed to be the beneficial owner of 17,987,864 shares or 5.0% of the 361,171,067 shares believed to be outstanding.
(b)	Percent of class: 5.0 %
(c)	Number of shares as to which the person has:
	(i) Sole power to vote or to direct the vote: 17,827,216
	(ii) Shared power to vote or to direct the vote: 0
	(iii) Sole power to dispose or to direct the disposition of: 17,987,864
	(iv) Shared power to dispose or to direct the disposition of: 0
Item 5.	Ownership of 5 Percent or Less of a Class.
	Ownership of 5 percent or less of a class
Item 6.	Ownership of more than 5 Percent on Behalf of Another Person.
	Not Applicable
Item 7.	Identification and Classification of the Subsidiary Which Acquired the Security Being Reported on by the Parent Holding Company or Control Person.
	Not Applicable
Item 8.	Identification and Classification of Members of the Group.
	Not Applicable
Item 9.	Notice of Dissolution of Group.
	Not Applicable

Item 10.

Certifications:

By signing below I certify that, to the best of my knowledge and belief, the securities referred to above were acquired and are held in the ordinary course of business and were not acquired and are not held for the purpose of or with the effect of changing or influencing the control of the issuer of the securities and were not acquired and are not held in connection with or as a participant in any transaction having that purpose or effect, other than activities solely in connection with a nomination under ?? 240.14a-11.

SIGNATURE

After reasonable inquiry and to the best of my knowledge and belief, I certify that the information set forth in this statement is true, complete and correct.

Capital World Investors

Signature:	Jae Won Chung
Name/Title:	Senior Vice President and Associate General Counsel, Capital Research and Management Company
Date:	05/13/2026