Carlyle Group Inc (The) Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| BLACKROCK, INC. | 02/12/2026 | 30.70 M | $1.81 B | -5.55% | 8.56% |
| VANGUARD GROUP INC | 01/29/2026 | 26.37 M | $1.56 B | 3.67% | 7.35% |
| CAPITAL WORLD INVESTORS | 02/11/2026 | 19.97 M | $1.18 B | -0.03% | 5.55% |
| HARRIS ASSOCIATES L P | 02/17/2026 | 15.20 M | $898.37 M | 39.07% | 4.24% |
| MORGAN STANLEY | 02/13/2026 | 10.19 M | $602.33 M | 0.83% | 2.84% |
| STATE STREET CORP | 02/13/2026 | 9.55 M | $564.21 M | -3.99% | 2.66% |
| MILLENNIUM MANAGEMENT LLC | 02/17/2026 | 8.34 M | $493.01 M | 69.18% | 2.32% |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | 01/22/2026 | 7.74 M | $457.23 M | 1.54% | 2.15% |
| WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC | 02/09/2026 | 7.13 M | $421.57 M | -18.48% | 1.98% |
| ALKEON CAPITAL MANAGEMENT LLC | 02/17/2026 | 5.94 M | $351.19 M | 0.00% | 1.66% |
| BOSTON PARTNERS | 02/13/2026 | 5.53 M | $327.16 M | -10.32% | 1.54% |
| GEODE CAPITAL MANAGEMENT, LLC | 02/09/2026 | 5.00 M | $294.82 M | 1.61% | 1.39% |
| NORGES BANK | 02/10/2026 | 4.88 M | $288.26 M | 100.00% | 1.36% |
| ARIEL INVESTMENTS, LLC | 02/13/2026 | 3.95 M | $233.50 M | -6.69% | 1.10% |
| LEGAL & GENERAL GROUP PLC | 02/09/2026 | 3.26 M | $192.72 M | 5.73% | 0.91% |
| DIMENSIONAL FUND ADVISORS LP | 02/12/2026 | 3.18 M | $187.79 M | 7.53% | 0.89% |
| UBS GROUP AG | 01/29/2026 | 2.54 M | $149.93 M | -37.17% | 0.71% |
| AMERIPRISE FINANCIAL INC | 02/17/2026 | 2.51 M | $148.10 M | -5.09% | 0.70% |
| NORTHERN TRUST CORP | 02/17/2026 | 2.48 M | $146.77 M | -3.37% | 0.69% |
| BEUTEL, GOODMAN & CO LTD. | 02/13/2026 | 2.44 M | $143.94 M | -7.13% | 0.68% |
| FMR LLC | 02/17/2026 | 2.37 M | $139.89 M | 112.13% | 0.66% |
| BANK OF NEW YORK MELLON CORP | 02/10/2026 | 2.02 M | $119.67 M | -12.73% | 0.56% |
| CAPITAL INTERNATIONAL INVESTORS | 02/11/2026 | 1.71 M | $101.30 M | 0.48% | 0.48% |
| BANK OF AMERICA CORP /DE/ | 02/17/2026 | 1.49 M | $88.11 M | -23.90% | 0.42% |
| UBS ASSET MANAGEMENT AMERICAS INC | 02/13/2026 | 1.38 M | $81.59 M | 2.24% | 0.38% |
| MARKEL GROUP INC. | 02/06/2026 | 1.33 M | $78.44 M | 0.00% | 0.37% |
| GOLDMAN SACHS GROUP INC | 03/25/2026 | 1.24 M | $73.30 M | 3.40% | 0.34% |
| INVESCO LTD. | 02/19/2026 | 1.12 M | $65.98 M | 55.83% | 0.31% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 02/13/2026 | 1.07 M | $63.07 M | 1.79% | 0.30% |
| DAVIS ASSET MANAGEMENT, L.P. | 02/13/2026 | 1.00 M | $59.11 M | 0.00% | 0.28% |
| JPMORGAN CHASE & CO | 02/11/2026 | 979.20 K | $57.88 M | -13.41% | 0.27% |
| RUSSELL INVESTMENTS GROUP, LTD. | 02/17/2026 | 933.53 K | $55.20 M | -10.26% | 0.26% |
| LPL FINANCIAL LLC | 02/11/2026 | 929.77 K | $54.96 M | 9.85% | 0.26% |
| MILLENNIUM MANAGEMENT LLC | 02/17/2026 | 897.60 K | $53.06 M | 4.34% | 0.25% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 02/17/2026 | 870.40 K | $51.45 M | -13.24% | 0.24% |
| ALGEBRIS (UK) LTD | 02/10/2026 | 853.25 K | $50.46 M | 100.00% | 0.24% |
| AMUNDI | 02/17/2026 | 818.54 K | $48.38 M | 207.94% | 0.23% |
| JANE STREET GROUP, LLC | 02/12/2026 | 783.00 K | $46.28 M | -7.29% | 0.22% |
| MARSHALL WACE, LLP | 02/13/2026 | 742.26 K | $43.87 M | 6,303.74% | 0.21% |
| FRANKLIN STREET ADVISORS INC /NC | 01/21/2026 | 724.04 K | $42.80 M | 7.61% | 0.20% |
| RHUMBLINE ADVISERS | 02/13/2026 | 702.88 K | $41.55 M | -3.83% | 0.20% |
| NUVEEN, LLC | 02/12/2026 | 672.65 K | $39.76 M | -18.85% | 0.19% |
| PRIVATE MANAGEMENT GROUP INC | 02/12/2026 | 663.94 K | $39.25 M | -0.73% | 0.18% |
| ARGENT CAPITAL MANAGEMENT LLC | 01/05/2026 | 602.89 K | $35.64 M | -3.53% | 0.17% |
| DEUTSCHE BANK AG\ | 02/11/2026 | 594.12 K | $35.12 M | 78.45% | 0.17% |
| RAYMOND JAMES FINANCIAL INC | 02/18/2026 | 589.76 K | $34.86 M | -13.02% | 0.16% |
| PRINCIPAL FINANCIAL GROUP INC | 02/02/2026 | 558.05 K | $32.99 M | -3.52% | 0.16% |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | 02/13/2026 | 507.57 K | $30.00 M | -0.50% | 0.14% |
| SUMITOMO MITSUI TRUST HOLDINGS, INC. | 01/23/2026 | 507.54 K | $30.00 M | -5.06% | 0.14% |
| FRONTIER CAPITAL MANAGEMENT CO LLC | 02/17/2026 | 498.99 K | $29.50 M | -77.36% | 0.14% |
Carlyle Group Inc (The) institutional Ownership - FAQ's
During the previous two years, 801 institutional investors and hedge funds held shares of Carlyle Group Inc (The). The most heavily invested institutionals were:
UBS Group AG: 2.9 M
Bank of New York Mellon Corp: 2.05 M
MARKEL GROUP INC.: 1.33 M
Nuveen, LLC: 959,516
FRANKLIN STREET ADVISORS INC /NC: 663,226
PRINCIPAL FINANCIAL GROUP INC: 579,076
63.60% of Carlyle Group Inc (The) stock is owned by institutional investors.
Institutional investors have bought a total of 264.64 M shares in the last 24 months. This purchase volume represents approximately $12.92 B in transactions.