Carlyle Group Inc (The) Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| BLACKROCK, INC. | 08/07/2026 | 31.98 M | $1.35 B | 3.09% | 8.94% |
| HARRIS ASSOCIATES L P | 08/14/2026 | 17.66 M | $743.73 M | 6.50% | 4.94% |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 08/13/2026 | 11.83 M | $498.17 M | 0.09% | 3.31% |
| CAPITAL WORLD INVESTORS | 08/12/2026 | 11.81 M | $497.48 M | -33.73% | 3.30% |
| VANGUARD CAPITAL MANAGEMENT LLC | 08/13/2026 | 11.46 M | $482.77 M | 0.62% | 3.20% |
| MILLENNIUM MANAGEMENT LLC | 08/14/2026 | 10.00 M | $421.10 M | 589.66% | 2.79% |
| MORGAN STANLEY | 08/13/2026 | 9.99 M | $420.82 M | -1.76% | 2.79% |
| STATE STREET CORP | 09/22/2026 | 9.89 M | $416.55 M | 2.18% | 2.75% |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | 08/03/2026 | 7.74 M | $328.58 M | 1.18% | 2.16% |
| ALKEON CAPITAL MANAGEMENT LLC | 08/14/2026 | 5.94 M | $250.19 M | 0.00% | 1.66% |
| WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC | 08/12/2026 | 5.91 M | $249.08 M | -6.13% | 1.65% |
| GEODE CAPITAL MANAGEMENT, LLC | 08/12/2026 | 5.22 M | $219.42 M | 1.46% | 1.46% |
| ARIEL INVESTMENTS, LLC | 08/14/2026 | 4.55 M | $191.55 M | 14.24% | 1.27% |
| FMR LLC | 08/13/2026 | 4.36 M | $183.53 M | 17.65% | 1.22% |
| LEGAL & GENERAL GROUP PLC | 08/14/2026 | 3.87 M | $162.98 M | 10.51% | 1.08% |
| NORGES BANK | 08/12/2026 | 3.65 M | $153.55 M | 100.00% | 1.02% |
| AMUNDI | 08/11/2026 | 3.41 M | $143.43 M | 419.03% | 0.95% |
| DIMENSIONAL FUND ADVISORS LP | 08/11/2026 | 3.00 M | $126.09 M | -1.66% | 0.84% |
| NORTHERN TRUST CORP | 08/13/2026 | 2.58 M | $108.50 M | 3.07% | 0.72% |
| UBS GROUP AG | 08/13/2026 | 2.50 M | $105.48 M | -13.69% | 0.70% |
| POINT72 ASSET MANAGEMENT, L.P. | 08/14/2026 | 2.18 M | $92.00 M | 976.28% | 0.61% |
| ROYAL BANK OF CANADA | 08/14/2026 | 2.03 M | $85.47 M | 129.68% | 0.57% |
| AMERIPRISE FINANCIAL INC | 08/14/2026 | 2.03 M | $85.35 M | -25.53% | 0.57% |
| BANK OF NEW YORK MELLON CORP | 08/06/2026 | 2.01 M | $84.54 M | -1.96% | 0.56% |
| ALGEBRIS (UK) LTD | 08/11/2026 | 1.92 M | $80.73 M | 48.50% | 0.54% |
| BANK OF AMERICA CORP /DE/ | 08/14/2026 | 1.89 M | $79.44 M | 40.91% | 0.53% |
| JANE STREET GROUP, LLC | 08/14/2026 | 1.72 M | $72.62 M | 272.48% | 0.48% |
| VANGUARD FIDUCIARY TRUST CO | 08/13/2026 | 1.64 M | $69.06 M | 2.07% | 0.46% |
| UBS AM, A DISTINCT BUSINESS UNIT OF UBS ASSET MANAGEMENT AMERICAS LLC | 08/13/2026 | 1.60 M | $67.49 M | 5.68% | 0.45% |
| GOLDMAN SACHS GROUP INC | 08/14/2026 | 1.57 M | $66.29 M | -3.09% | 0.44% |
| CAPTION MANAGEMENT, LLC | 08/14/2026 | 1.52 M | $64.15 M | 3,168.88% | 0.43% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 08/14/2026 | 1.52 M | $63.82 M | 21.50% | 0.42% |
| MARKEL GROUP INC. | 07/31/2026 | 1.33 M | $55.88 M | 0.00% | 0.37% |
| BEUTEL, GOODMAN & CO LTD. | 08/12/2026 | 1.27 M | $53.48 M | -16.39% | 0.36% |
| CITADEL ADVISORS LLC | 09/02/2026 | 1.27 M | $53.33 M | 192.07% | 0.35% |
| JANE STREET GROUP, LLC | 08/14/2026 | 1.22 M | $51.30 M | 206.55% | 0.34% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 08/14/2026 | 1.14 M | $48.04 M | 1.14% | 0.32% |
| SIXTH STREET PARTNERS MANAGEMENT COMPANY, L.P. | 08/14/2026 | 1.14 M | $48.04 M | 100.00% | 0.32% |
| DAVIS ASSET MANAGEMENT, L.P. | 08/12/2026 | 1.13 M | $47.63 M | 0.00% | 0.32% |
| JPMORGAN CHASE & CO | 08/12/2026 | 1.07 M | $43.41 M | -8.93% | 0.30% |
| WALLEYE CAPITAL LLC | 08/03/2026 | 1.06 M | $44.67 M | 185.18% | 0.30% |
| RUSSELL INVESTMENTS GROUP, LTD. | 08/06/2026 | 1.05 M | $44.11 M | 12.11% | 0.29% |
| NUVEEN, LLC | 08/11/2026 | 955.97 K | $40.26 M | -0.37% | 0.27% |
| PRIVATE MANAGEMENT GROUP INC | 07/31/2026 | 954.77 K | $40.21 M | 38.09% | 0.27% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 08/14/2026 | 927.70 K | $39.07 M | 126.32% | 0.26% |
| CITADEL ADVISORS LLC | 09/02/2026 | 835.17 K | $35.17 M | 100.00% | 0.23% |
| JANE STREET GROUP, LLC | 08/14/2026 | 827.40 K | $34.84 M | 191.95% | 0.23% |
| PRANA CAPITAL MANAGEMENT, LP | 08/14/2026 | 813.62 K | $34.26 M | 25.06% | 0.23% |
| RENAISSANCE TECHNOLOGIES LLC | 08/13/2026 | 744.70 K | $31.36 M | 444.77% | 0.21% |
| RHUMBLINE ADVISERS | 08/12/2026 | 737.82 K | $31.07 M | 2.67% | 0.21% |
Carlyle Group Inc (The) institutional Ownership - FAQ's
During the previous two years, 808 institutional investors and hedge funds held shares of Carlyle Group Inc (The). The most heavily invested institutionals were:
DIMENSIONAL FUND ADVISORS LP: 2.92 M
Beutel, Goodman & Co Ltd.: 1.94 M
MARKEL GROUP INC.: 1.33 M
PRIVATE MANAGEMENT GROUP INC: 1.08 M
DEPRINCE RACE & ZOLLO INC: 630,776
PRINCIPAL FINANCIAL GROUP INC: 605,640
61.81% of Carlyle Group Inc (The) stock is owned by institutional investors.
Institutional investors have bought a total of 284.12 M shares in the last 24 months. This purchase volume represents approximately $13.87 B in transactions.