BlackRock (CG) discloses 26.5M-share, 7.4% passive stake in Carlyle Group
Rhea-AI Filing Summary
BlackRock, Inc. filed an amended Schedule 13G reporting passive ownership of common stock of Carlyle Group, Inc.. BlackRock reports beneficial ownership of 26,522,385 Carlyle common shares, representing 7.4% of the class. It has sole voting power over 25,084,207 shares and sole dispositive power over 26,522,385 shares, with no shared voting or dispositive power. The filing notes that various underlying persons have rights to dividends or sale proceeds related to these shares, but no single such person has an interest in more than five percent of Carlyle’s outstanding common stock.
Positive
- None.
Negative
- None.
Key Figures
Beneficial ownership: 26,522,385 shares
Ownership percentage: 7.4%
Sole voting power: 25,084,207 shares
+3 more
6 metrics
Beneficial ownership
26,522,385 shares
Common stock of Carlyle Group, Inc. reported by BlackRock, Inc. under Item 4(a)
Ownership percentage
7.4%
Percent of Carlyle Group, Inc. common stock class reported as beneficially owned
Sole voting power
25,084,207 shares
Shares of Carlyle common stock over which BlackRock has sole voting power
Shared voting power
0 shares
Shares of Carlyle common stock over which BlackRock has shared voting power
Sole dispositive power
26,522,385 shares
Shares of Carlyle common stock over which BlackRock has sole dispositive power
Shared dispositive power
0 shares
Shares of Carlyle common stock over which BlackRock has shared dispositive power
Key Terms
beneficially owned, Sole Voting Power, Sole Dispositive Power, Schedule 13G, +1 more
5 terms
beneficially owned financial
"reflects the securities beneficially owned, or deemed to be beneficially owned, by certain business units"
Beneficially owned describes securities or assets where a person has the economic rights and control—such as the right to receive dividends and to direct voting—even if legal title is held in another name. Think of it like having the keys and using a car that’s registered to someone else: you get the benefits and make decisions. Investors care because beneficial ownership reveals who truly controls value and voting power, affecting corporate decisions and takeover dynamics.
Sole Voting Power financial
"5 | Sole Voting Power 25,084,207.00 6 | Shared Voting Power 0.00"
Sole voting power is the exclusive right to cast votes attached to a shareholder’s stock without needing approval from anyone else. Like holding the only remote control for a TV, it lets that holder decide corporate matters such as board members, mergers, and policy changes, making it important to investors because it concentrates control and can strongly influence a company’s strategy and the value of its shares.
Sole Dispositive Power financial
"7 | Sole Dispositive Power 26,522,385.00 8 | Shared Dispositive Power 0.00"
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.
Schedule 13G regulatory
"In accordance with SEC Release No. 34-39538 this schedule reflects the securities"
A Schedule 13G is a formal document that investors file with the government when they acquire a large ownership stake in a company, usually for investment purposes rather than control. It helps keep the public informed about who owns significant parts of a company's shares, which can influence how the company is managed and how investors make decisions. Filing this schedule is important for transparency and understanding the ownership landscape of publicly traded companies.
parent holding company financial
"Identification and Classification of the Subsidiary Which Acquired the Security Being Reported on by the Parent Holding Company"
AI-generated analysis. How Rhea-AI works. Not financial advice.
FAQ
What percentage of Carlyle Group, Inc. (CG) does BlackRock currently report owning?
BlackRock reports beneficial ownership of 7.4% of Carlyle Group, Inc.’s common stock. This percentage is based on 26,522,385 shares reported as beneficially owned under Schedule 13G/A, reflecting a passive institutional ownership position.
Do any underlying BlackRock clients hold more than 5% of Carlyle Group, Inc. (CG)?
No. The filing states that while various persons may receive dividends or sale proceeds from Carlyle shares managed by BlackRock, no one person’s interest exceeds five percent of Carlyle’s total outstanding common shares.
Is BlackRock’s Carlyle Group, Inc. (CG) position aggregated across all its business units?
No. The filing covers securities beneficially owned by certain “Reporting Business Units” of BlackRock. It expressly excludes securities, if any, held by other business units whose ownership is disaggregated under SEC Release No. 34-39538.