Carlyle Group Inc (The) Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| BLACKROCK, INC. | 05/13/2026 | 31.02 M | $1.50 B | 1.07% | 8.63% |
| CAPITAL WORLD INVESTORS | 05/13/2026 | 17.83 M | $862.66 M | -10.73% | 4.96% |
| HARRIS ASSOCIATES L P | 05/15/2026 | 16.58 M | $802.50 M | 9.12% | 4.61% |
| 05/08/2026 | 11.82 M | $571.95 M | 100.00% | 3.29% | |
| 05/15/2026 | 11.39 M | $551.34 M | 100.00% | 3.17% | |
| MORGAN STANLEY | 05/15/2026 | 10.17 M | $492.24 M | -0.17% | 2.83% |
| STATE STREET CORP | 05/15/2026 | 9.68 M | $468.46 M | 1.42% | 2.69% |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | 05/14/2026 | 7.65 M | $372.94 M | -1.12% | 2.13% |
| MILLENNIUM MANAGEMENT LLC | 05/15/2026 | 6.80 M | $329.20 M | -18.43% | 1.89% |
| WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC | 05/08/2026 | 6.30 M | $304.91 M | -11.65% | 1.75% |
| ALKEON CAPITAL MANAGEMENT LLC | 05/15/2026 | 5.94 M | $287.50 M | 0.00% | 1.65% |
| GEODE CAPITAL MANAGEMENT, LLC | 05/15/2026 | 5.15 M | $248.60 M | 2.98% | 1.43% |
| ARIEL INVESTMENTS, LLC | 05/14/2026 | 3.98 M | $192.68 M | 0.80% | 1.11% |
| FMR LLC | 05/15/2026 | 3.70 M | $179.27 M | 56.53% | 1.03% |
| LEGAL & GENERAL GROUP PLC | 05/08/2026 | 3.50 M | $169.48 M | 7.42% | 0.97% |
| DIMENSIONAL FUND ADVISORS LP | 05/07/2026 | 3.05 M | $147.34 M | -4.11% | 0.85% |
| UBS GROUP AG | 05/05/2026 | 2.90 M | $140.45 M | 14.42% | 0.81% |
| AMERIPRISE FINANCIAL INC | 05/15/2026 | 2.72 M | $131.70 M | 8.63% | 0.76% |
| NORTHERN TRUST CORP | 05/14/2026 | 2.50 M | $120.97 M | 0.68% | 0.70% |
| BANK OF NEW YORK MELLON CORP | 05/05/2026 | 2.05 M | $99.09 M | 1.14% | 0.57% |
| GOLDMAN SACHS GROUP INC | 05/15/2026 | 1.62 M | $78.60 M | 30.99% | 0.45% |
| VANGUARD FIDUCIARY TRUST CO | 05/08/2026 | 1.61 M | $77.75 M | 100.00% | 0.45% |
| BEUTEL, GOODMAN & CO LTD. | 05/15/2026 | 1.52 M | $73.50 M | -37.62% | 0.42% |
| UBS ASSET MANAGEMENT AMERICAS INC | 05/13/2026 | 1.52 M | $73.39 M | 9.88% | 0.42% |
| REGENTS OF THE UNIVERSITY OF CALIFORNIA | 05/28/2026 | 1.52 M | $73.36 M | 100.00% | 0.42% |
| MILLENNIUM MANAGEMENT LLC | 05/15/2026 | 1.45 M | $70.17 M | 61.54% | 0.40% |
| BANK OF AMERICA CORP /DE/ | 05/18/2026 | 1.34 M | $64.78 M | -10.18% | 0.37% |
| MARKEL GROUP INC. | 05/01/2026 | 1.33 M | $64.21 M | 0.00% | 0.37% |
| ALGEBRIS (UK) LTD | 05/13/2026 | 1.30 M | $62.56 M | 51.78% | 0.36% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 05/15/2026 | 1.25 M | $60.36 M | 43.31% | 0.35% |
| JPMORGAN CHASE & CO | 05/13/2026 | 1.18 M | $54.61 M | 20.14% | 0.33% |
| DAVIS ASSET MANAGEMENT, L.P. | 05/15/2026 | 1.13 M | $54.73 M | 13.10% | 0.31% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 05/15/2026 | 1.13 M | $54.58 M | 5.71% | 0.31% |
| NUVEEN, LLC | 04/30/2026 | 959.52 K | $46.43 M | 42.65% | 0.27% |
| RUSSELL INVESTMENTS GROUP, LTD. | 05/08/2026 | 936.46 K | $45.19 M | 0.31% | 0.26% |
| ROYAL BANK OF CANADA | 05/15/2026 | 883.68 K | $42.76 M | 116.05% | 0.25% |
| LPL FINANCIAL LLC | 05/06/2026 | 809.27 K | $39.16 M | -12.96% | 0.23% |
| DEUTSCHE BANK AG\ | 05/06/2026 | 800.83 K | $38.75 M | 34.79% | 0.22% |
| VALIANT CAPITAL MANAGEMENT, L.P. | 05/15/2026 | 800.00 K | $38.71 M | 100.00% | 0.22% |
| RHUMBLINE ADVISERS | 05/12/2026 | 718.65 K | $34.78 M | 2.24% | 0.20% |
| FREESTONE GROVE PARTNERS LP | 05/15/2026 | 693.26 K | $33.55 M | 56.09% | 0.19% |
| PRIVATE MANAGEMENT GROUP INC | 05/08/2026 | 691.43 K | $33.46 M | 4.14% | 0.19% |
| INVESCO LTD. | 05/12/2026 | 677.75 K | $32.80 M | -39.28% | 0.19% |
| FRANKLIN STREET ADVISORS INC /NC | 04/10/2026 | 663.23 K | $32.09 M | -8.40% | 0.18% |
| AMUNDI | 05/18/2026 | 656.22 K | $31.75 M | -19.83% | 0.18% |
| PRANA CAPITAL MANAGEMENT, LP | 05/15/2026 | 650.59 K | $31.48 M | 100.00% | 0.18% |
| PRINCIPAL FINANCIAL GROUP INC | 05/04/2026 | 579.08 K | $28.02 M | 3.77% | 0.16% |
| GOLDMAN SACHS GROUP INC | 05/15/2026 | 550.00 K | $26.61 M | 100.00% | 0.15% |
| SIRIOS CAPITAL MANAGEMENT L P | 05/15/2026 | 542.25 K | $26.24 M | 24.99% | 0.15% |
| DEPRINCE RACE & ZOLLO INC | 04/24/2026 | 527.29 K | $25.52 M | 14.32% | 0.15% |
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Carlyle Group Inc (The) institutional Ownership - FAQ's
During the previous two years, 772 institutional investors and hedge funds held shares of Carlyle Group Inc (The). The most heavily invested institutionals were:
BlackRock, Inc.: 31.02 M
Capital World Investors: 17.83 M
HARRIS ASSOCIATES L P: 16.58 M
MORGAN STANLEY: 10.17 M
STATE STREET CORP: 9.68 M
MASSACHUSETTS FINANCIAL SERVICES CO /MA/: 7.65 M
60.87% of Carlyle Group Inc (The) stock is owned by institutional investors.
Institutional investors have bought a total of 259.74 M shares in the last 24 months. This purchase volume represents approximately $12.68 B in transactions.