Invesco Ltd.

Position in CG — Carlyle Group Inc.

CIK 914208 Atlanta, GA

Back to CG Full portfolio

Position in CG

as of Mar 31, 2026 · filed May 12, 2026 Compact

Position Value

$32,796,319

-$33,183,855 QoQ

Shares Held

677,750

-39.3% QoQ

Ownership

0.188%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 0% Shared 82% None 18%

Common Shares in CG Over Time

Shares Held

Position Value (USD)

Position in Asset Management

Financial Services · as of Mar 31, 2026

Invesco Ltd. holds $8,331,021,416 across 281 Asset Management names. CG ranks #23 (0.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	STT	State Street Corp	7,825,922	$990,448,680
2	KKR	KKR & Co. Inc.	9,986,008	$923,705,737
3	BLK	BlackRock, Inc.	635,138	$610,818,556
4	NTRS	Northern Trust Corp	3,514,155	$490,470,605
5	AMP	Ameriprise Financial Inc	921,700	$409,603,472
6	TROW	Price T Rowe Group Inc	4,116,891	$371,096,550
7	BX	Blackstone Inc.	3,111,980	$357,846,576
8	BEN	Franklin Resources Inc	13,564,400	$320,391,123

All Filings in CG

Export CSV

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$32,796,319	677,750	-39.3%	Shares	Defined	2026-05-12
2025-12-31	$65,980,174	1,116,227	+55.8%	Shares	Defined	2026-02-19
2025-09-30	$44,914,015	716,332	-10.2%	Shares	Defined	2025-11-13
2025-06-30	$41,018,072	798,017	+7.4%	Shares	Defined	2025-08-13
2025-03-31	$32,384,490	742,934	+14.2%	Shares	Defined	2025-05-12
2024-12-31	$32,855,608	650,735	+9.7%	Shares	Defined	2025-02-13
2024-09-30	$25,540,132	593,129	-8.1%	Shares	Defined	2024-11-12
2024-06-30	$25,927,021	645,754	+6.2%	Shares	Defined	2024-08-13
2024-03-31	$28,525,874	608,098	-27.4%	Shares	Defined	2024-05-14
2023-12-31	$34,081,208	837,582	+49.5%	Shares	Defined	2024-02-13
2023-09-30	$16,893,005	560,113	+8.5%	Shares	Defined	2023-11-13
2023-06-30	$16,490,159	516,124	+11.8%	Shares	Defined	2023-08-11
2023-03-31	$14,341,889	461,748	-35.6%	Shares	Defined	2023-05-12
2022-12-31	$21,388,411	716,770	+82.1%	Shares	Defined	2023-02-13
2022-09-30	$10,173,514	393,712	-11.1%	Shares	Defined	2022-11-14
2022-06-30	$14,016,068	442,706	+15.5%	Shares	Defined	2022-08-15
2022-03-31	$18,748,667	383,330	-23.7%	Shares	Defined	2022-05-16
2021-12-31	$27,585,381	502,466	+6.1%	Shares	Defined	2022-02-14
2021-09-30	$22,382,870	473,411	+48.8%	Shares	Defined	2021-11-15
2021-06-30	$14,785,472	318,104	+27.0%	Shares	Defined	2021-08-17
2021-03-31	$9,205,217	250,414	+64.1%	Shares	Defined	2021-05-17
2020-12-31	$4,796,423	152,558	+10.6%	Shares	Defined	2021-02-16
2020-09-30	$3,404,287	137,993	-14.0%	Shares	Defined	2020-11-16
2020-06-30	$4,476,805	160,459	-74.7%	Shares	Defined	2020-08-14
2020-03-31	$13,743,938	634,824	—	Shares	Defined	2020-05-15
No filing history on record for this holder in this stock.