Position in CG
as of Mar 31, 2026
· filed May 13, 2026
Position Value
$862,658,982
-$317,819,675 QoQ
Shares Held
17,827,216
-10.7% QoQ
Ownership
4.95%
of shares outstanding
% of Portfolio
0.12%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in CG Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Mar 31, 2026Capital World Investors holds $12,340,621,997 across 20 Asset Management names. CG ranks #4 (7.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BN |
BROOKFIELD Corp /ON/
|
82,340,675 | $3,332,327,117 | |
| 2 | APO |
Apollo Global Management, Inc.
|
18,907,562 | $2,106,680,558 | |
| 3 | ARES |
Ares Management Corp
|
11,784,120 | $1,285,647,492 | |
| 4 | CG |
Carlyle Group Inc.
This page
|
17,827,216 | $862,658,982 | |
| 5 | BX |
Blackstone Inc.
|
6,926,865 | $796,520,206 | |
| 6 | KKR |
KKR & Co. Inc.
|
8,591,438 | $794,708,015 | |
| 7 | BLK |
BlackRock, Inc.
|
780,008 | $750,141,493 | |
| 8 | PFG |
Principal Financial Group Inc
|
6,026,881 | $543,082,246 |
All Filings in CG
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $862,658,982 | 17,827,216 | Shares | Defined | 2026-05-13 | |
| 2025-12-31 | $1,180,478,657 | 19,970,879 | Shares | Defined | 2026-02-11 | |
| 2025-09-30 | $1,252,487,864 | 19,975,883 | Shares | Defined | 2025-11-13 | |
| 2025-06-30 | $1,025,865,872 | 19,958,480 | Shares | Defined | 2025-08-13 | |
| 2025-03-31 | $772,337,689 | 17,718,231 | Shares | Defined | 2025-05-12 | |
| 2024-12-31 | $998,609,295 | 19,778,358 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $849,469,336 | 19,727,574 | Shares | Defined | 2024-11-13 | |
| 2024-06-30 | $804,799,563 | 20,044,821 | Shares | Defined | 2024-08-13 | |
| 2024-03-31 | $940,686,792 | 20,053,012 | Shares | Defined | 2024-05-14 | |
| 2023-12-31 | $812,714,838 | 19,973,331 | Shares | Defined | 2024-02-13 | |
| 2023-09-30 | $602,295,230 | 19,970,001 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $596,012,553 | 18,654,540 | Shares | Defined | 2023-08-11 | |
| 2023-03-31 | $393,261,344 | 12,661,344 | Shares | Defined | 2023-05-15 | |
| 2022-12-31 | $66,155,280 | 2,217,000 | Shares | Defined | 2023-02-14 | |
| 2022-09-30 | $414,375,563 | 16,036,206 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $558,408,125 | 17,637,654 | Shares | Defined | 2022-08-15 | |
| 2022-03-31 | $943,209,639 | 19,284,597 | Shares | Defined | 2022-05-19 | |
| 2021-12-31 | $1,060,407,719 | 19,315,259 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $913,362,557 | 19,318,159 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $869,968,437 | 18,717,049 | Shares | Defined | 2021-08-16 | |
| 2021-03-31 | $639,227,396 | 17,389,211 | Shares | Defined | 2021-05-14 | |
| 2020-12-31 | $285,735,334 | 9,088,274 | Shares | Defined | 2021-02-12 | |
| 2020-09-30 | $311,264,103 | 12,617,110 | Shares | Defined | 2020-11-13 | |
| 2020-06-30 | $351,990,361 | 12,616,142 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $113,980,495 | 5,264,688 | Shares | Defined | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||