The Carlyle Group Inc. Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| BLACKROCK, INC. | 11/12/2025 | 32.50 M | $2.04 B | 3.37% | 9.02% |
| VANGUARD GROUP INC | 11/07/2025 | 25.43 M | $1.59 B | 2.89% | 7.06% |
| CAPITAL WORLD INVESTORS | 11/13/2025 | 19.98 M | $1.25 B | 0.09% | 5.54% |
| HARRIS ASSOCIATES L P | 11/14/2025 | 10.93 M | $685.19 M | -3.43% | 3.03% |
| MORGAN STANLEY | 11/14/2025 | 10.11 M | $633.63 M | 10.62% | 2.80% |
| STATE STREET CORP | 11/14/2025 | 9.94 M | $623.37 M | 20.93% | 2.76% |
| WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC | 11/12/2025 | 8.75 M | $548.56 M | -12.07% | 2.43% |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | 10/29/2025 | 7.62 M | $477.65 M | 6.71% | 2.11% |
| BOSTON PARTNERS | 11/13/2025 | 6.17 M | $386.83 M | -9.15% | 1.71% |
| ALKEON CAPITAL MANAGEMENT LLC | 11/14/2025 | 5.94 M | $372.52 M | 0.00% | 1.65% |
| MILLENNIUM MANAGEMENT LLC | 11/14/2025 | 4.93 M | $309.12 M | 147.50% | 1.37% |
| GEODE CAPITAL MANAGEMENT, LLC | 11/12/2025 | 4.92 M | $307.74 M | 14.84% | 1.37% |
| ARIEL INVESTMENTS, LLC | 11/14/2025 | 4.23 M | $265.43 M | -10.03% | 1.17% |
| UBS GROUP AG | 11/13/2025 | 4.04 M | $253.14 M | 11.23% | 1.12% |
| LEGAL & GENERAL GROUP PLC | 11/13/2025 | 3.08 M | $193.34 M | -8.42% | 0.86% |
| DIMENSIONAL FUND ADVISORS LP | 11/12/2025 | 2.95 M | $185.27 M | -0.79% | 0.82% |
| AMERIPRISE FINANCIAL INC | 11/14/2025 | 2.64 M | $165.52 M | -4.68% | 0.73% |
| BEUTEL, GOODMAN & CO LTD. | 11/14/2025 | 2.62 M | $164.41 M | -5.39% | 0.73% |
| NORTHERN TRUST CORP | 11/14/2025 | 2.57 M | $161.12 M | 11.55% | 0.71% |
| BANK OF NEW YORK MELLON CORP | 11/03/2025 | 2.32 M | $145.46 M | 2.44% | 0.64% |
| ROYAL BANK OF CANADA | 11/14/2025 | 2.27 M | $142.27 M | -31.53% | 0.63% |
| FRONTIER CAPITAL MANAGEMENT CO LLC | 11/14/2025 | 2.20 M | $138.18 M | 16.78% | 0.61% |
| BANK OF AMERICA CORP /DE/ | 11/14/2025 | 1.96 M | $122.80 M | 4.70% | 0.54% |
| CAPITAL INTERNATIONAL INVESTORS | 11/13/2025 | 1.71 M | $106.94 M | -17.84% | 0.47% |
| UBS ASSET MANAGEMENT AMERICAS INC | 11/14/2025 | 1.35 M | $84.64 M | -14.08% | 0.37% |
| MARKEL GROUP INC. | 10/31/2025 | 1.33 M | $83.20 M | 0.00% | 0.37% |
| BALYASNY ASSET MANAGEMENT L.P. | 11/14/2025 | 1.21 M | $75.61 M | 100.00% | 0.33% |
| GOLDMAN SACHS GROUP INC | 11/14/2025 | 1.20 M | $75.20 M | -45.38% | 0.33% |
| JPMORGAN CHASE & CO | 11/26/2025 | 1.13 M | $70.91 M | 6.82% | 0.31% |
| FMR LLC | 11/13/2025 | 1.12 M | $69.95 M | -18.09% | 0.31% |
| AZORA CAPITAL LP | 11/14/2025 | 1.08 M | $67.47 M | 79.63% | 0.30% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 11/10/2025 | 1.05 M | $65.73 M | -28.91% | 0.29% |
| RUSSELL INVESTMENTS GROUP, LTD. | 11/13/2025 | 1.04 M | $65.26 M | 0.06% | 0.29% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 11/14/2025 | 1.00 M | $62.90 M | 82.04% | 0.28% |
| DAVIS ASSET MANAGEMENT, L.P. | 11/14/2025 | 1.00 M | $62.70 M | -33.33% | 0.28% |
| BARCLAYS PLC | 11/12/2025 | 924.78 K | $57.98 M | 38.63% | 0.26% |
| MILLENNIUM MANAGEMENT LLC | 11/14/2025 | 860.30 K | $53.94 M | 223.91% | 0.24% |
| LPL FINANCIAL LLC | 11/12/2025 | 846.39 K | $53.07 M | 431.38% | 0.23% |
| JANE STREET GROUP, LLC | 11/14/2025 | 844.60 K | $52.96 M | -15.44% | 0.23% |
| NUVEEN, LLC | 11/12/2025 | 828.85 K | $51.97 M | 103.09% | 0.23% |
| RHUMBLINE ADVISERS | 11/06/2025 | 730.87 K | $45.83 M | 11.29% | 0.20% |
| HOLOCENE ADVISORS, LP | 11/14/2025 | 718.56 K | $45.05 M | 7.91% | 0.20% |
| INVESCO LTD. | 11/13/2025 | 716.33 K | $44.91 M | -10.24% | 0.20% |
| RAYMOND JAMES FINANCIAL INC | 11/14/2025 | 678.02 K | $42.51 M | -2.07% | 0.19% |
| FRANKLIN STREET ADVISORS INC /NC | 10/09/2025 | 672.82 K | $42.19 M | 0.97% | 0.19% |
| MOORE CAPITAL MANAGEMENT, LP | 11/14/2025 | 670.08 K | $42.01 M | 100.00% | 0.19% |
| PRIVATE MANAGEMENT GROUP INC | 11/13/2025 | 668.83 K | $41.94 M | -28.91% | 0.19% |
| ARGENT CAPITAL MANAGEMENT LLC | 10/14/2025 | 624.93 K | $39.18 M | -0.14% | 0.17% |
| ENVESTNET ASSET MANAGEMENT INC | 11/05/2025 | 623.56 K | $39.10 M | -1.51% | 0.17% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 11/14/2025 | 622.90 K | $39.06 M | 20.58% | 0.17% |
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The Carlyle Group Inc. institutional Ownership - FAQ's
During the previous two years, 780 institutional investors and hedge funds held shares of The Carlyle Group Inc.. The most heavily invested institutionals were:
BlackRock, Inc.: 32.5 M
VANGUARD GROUP INC: 25.43 M
Capital World Investors: 19.98 M
HARRIS ASSOCIATES L P: 10.93 M
MORGAN STANLEY: 10.11 M
STATE STREET CORP: 9.94 M
63.12% of The Carlyle Group Inc. stock is owned by institutional investors.
Institutional investors have bought a total of 263.08 M shares in the last 24 months. This purchase volume represents approximately $16.70 B in transactions.