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Carlyle Group shares owned by Jones Financial Companies, L.L

Quarter-by-quarter ownership of Carlyle Group (CG) shares owned by Jones Financial Companies, L.L from 13F filings

Historical chart of Jones Financial Companies, L.L investment in Carlyle Group

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All positions including Carlyle Group held by Jones Financial Companies, L.L consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Carlyle Group by Jones Financial Companies, L.L

Quarter filed Position value Share count Share price at filing
2026-03-31 $12M 256k 45.67
2025-12-31 $555k 9.4k 59.11
2025-09-30 $491k 7.7k 63.99
2025-06-30 $316k 6.1k 51.36
2025-03-31 $219k 5.1k 43.15
2024-12-31 $130k 2.6k 50.49
2024-09-30 $4.4k 100 43.59

More positions owned by Jones Financial Companies, L.L

Vanguard Index Tr Etf (VUG)
Ishares Core Us Aggregate Bond Etf (AGG)
Ishares Core S&p 500 Etf Etf (IVV)
Vanguard S&p 500 Etf Etf (VOO)
Vanguard Index Tr Etf (VTV)
Ishares Trust Core Msci Eafe Etf (IEFA)
Ishares Russell Midcap Etf (IWR)
Spdr Ser Tr Etf (SPYM)
Vanguard Mid Cap Etf Etf (VO)
Vanguard Index Trust Etf (VV)
Ishares Etf (SCZ)
Ishares Core Universal Usd Bd Etf (IUSB)
Ishares Russell 1000 Etf (IWB)
Ishares Broad Usd High Yield Etf (USHY)
Vanguard Ftse Developed Etf (VEA)

View all positions for Jones Financial Companies, L.L

Top funds holding Carlyle Group

BlackRock
Capital World Investors
Harris Associates L.P
Vanguard Portfolio Management
Vanguard Capital Management
Morgan Stanley
State Street Corporation
Millennium Management
Massachusetts Financial Services
William Blair Investment Management
Alkeon Capital Management
Geode Capital Management
Ariel Investments
FMR
Legal & General Group

View all funds holding Carlyle Group