The Carlyle Group Inc. Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| BLACKROCK FUNDING, INC. /DE | 02/07/2025 | 24.01 M | $1.21 B | 12.50% | 6.73% |
| VANGUARD GROUP INC | 02/11/2025 | 23.16 M | $1.17 B | 0.79% | 6.49% |
| CAPITAL WORLD INVESTORS | 02/13/2025 | 19.78 M | $998.61 M | 0.26% | 5.54% |
| WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC | 02/10/2025 | 13.25 M | $668.99 M | 15.45% | 3.71% |
| STATE STREET CORP | 02/14/2025 | 7.79 M | $393.10 M | 2.22% | 2.18% |
| BOSTON PARTNERS | 02/11/2025 | 7.10 M | $358.69 M | 7.05% | 1.99% |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | 02/12/2025 | 6.35 M | $320.68 M | 201.40% | 1.78% |
| VULCAN VALUE PARTNERS, LLC | 02/14/2025 | 5.33 M | $269.33 M | -21.42% | 1.50% |
| ALKEON CAPITAL MANAGEMENT LLC | 02/14/2025 | 5.24 M | $264.79 M | -36.35% | 1.47% |
| ARIEL INVESTMENTS, LLC | 02/14/2025 | 4.91 M | $247.94 M | -3.49% | 1.38% |
| GEODE CAPITAL MANAGEMENT, LLC | 02/12/2025 | 3.89 M | $195.97 M | 0.13% | 1.09% |
| LEGAL & GENERAL GROUP PLC | 02/13/2025 | 3.36 M | $169.49 M | -15.08% | 0.94% |
| UBS GROUP AG | 02/14/2025 | 3.20 M | $161.64 M | 390.04% | 0.90% |
| HARRIS ASSOCIATES L P | 02/14/2025 | 3.19 M | $160.90 M | 100.00% | 0.89% |
| BEUTEL, GOODMAN & CO LTD. | 02/12/2025 | 2.84 M | $143.45 M | -33.74% | 0.80% |
| FMR LLC | 02/13/2025 | 2.56 M | $129.07 M | -36.91% | 0.72% |
| FRONTIER CAPITAL MANAGEMENT CO LLC | 02/14/2025 | 2.46 M | $124.00 M | 98.84% | 0.69% |
| AMUNDI | 02/07/2025 | 2.36 M | $123.67 M | 33.60% | 0.66% |
| BANK OF NEW YORK MELLON CORP | 02/04/2025 | 2.35 M | $118.66 M | -9.25% | 0.66% |
| DIMENSIONAL FUND ADVISORS LP | 02/13/2025 | 2.26 M | $114.13 M | -1.74% | 0.63% |
| AMERIPRISE FINANCIAL INC | 02/14/2025 | 2.24 M | $112.96 M | 8.08% | 0.63% |
| CAPITAL INTERNATIONAL INVESTORS | 02/13/2025 | 2.05 M | $103.68 M | 0.16% | 0.58% |
| ARGENT CAPITAL MANAGEMENT LLC | 01/14/2025 | 2.00 M | $100.73 M | -1.74% | 0.56% |
| BAMCO INC /NY/ | 02/14/2025 | 1.87 M | $94.28 M | 0.00% | 0.52% |
| RAYMOND JAMES FINANCIAL INC | 02/13/2025 | 1.66 M | $83.78 M | 100.00% | 0.47% |
| BALYASNY ASSET MANAGEMENT L.P. | 02/14/2025 | 1.58 M | $79.73 M | 24.71% | 0.44% |
| DAVIS ASSET MANAGEMENT, L.P. | 02/14/2025 | 1.50 M | $75.74 M | 0.00% | 0.42% |
| MILLENNIUM MANAGEMENT LLC | 02/14/2025 | 1.49 M | $75.39 M | 157.35% | 0.42% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 02/06/2025 | 1.41 M | $71.00 M | 1.01% | 0.39% |
| MARKEL GROUP INC. | 02/07/2025 | 1.33 M | $67.00 M | 0.00% | 0.37% |
| NATIONAL BANK OF CANADA /FI/ | 02/12/2025 | 1.32 M | $66.59 M | 80.26% | 0.37% |
| UBS ASSET MANAGEMENT AMERICAS INC | 02/14/2025 | 1.16 M | $58.74 M | -17.21% | 0.33% |
| RUSSELL INVESTMENTS GROUP, LTD. | 02/13/2025 | 1.09 M | $55.13 M | 65.93% | 0.31% |
| DEUTSCHE BANK AG\ | 02/14/2025 | 1.04 M | $52.60 M | 250.10% | 0.29% |
| JPMORGAN CHASE & CO | 02/12/2025 | 979,411 | $49.45 M | -48.97% | 0.27% |
| BROWN ADVISORY INC | 02/14/2025 | 882,176 | $44.54 M | -31.86% | 0.25% |
| NORGES BANK | 02/12/2025 | 882,006 | $44.53 M | 100.00% | 0.25% |
| GOLDMAN SACHS GROUP INC | 02/11/2025 | 812,441 | $41.02 M | -12.37% | 0.23% |
| POLARIS CAPITAL MANAGEMENT, LLC | 01/29/2025 | 745,000 | $37.62 M | -3.41% | 0.21% |
| LGT CAPITAL PARTNERS LTD. | 02/07/2025 | 741,000 | $37.41 M | -19.10% | 0.21% |
| PRIVATE MANAGEMENT GROUP INC | 01/27/2025 | 697,950 | $35.24 M | -0.88% | 0.20% |
| INVESCO LTD. | 02/13/2025 | 650,735 | $32.86 M | 9.71% | 0.18% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 02/14/2025 | 648,800 | $32.76 M | 46.62% | 0.18% |
| RHUMBLINE ADVISERS | 01/30/2025 | 605,842 | $30.59 M | 1.21% | 0.17% |
| SUMITOMO MITSUI TRUST HOLDINGS, INC. | 01/28/2025 | 509,538 | $25.73 M | 1.57% | 0.14% |
| JANE STREET GROUP, LLC | 02/14/2025 | 505,300 | $25.51 M | 78.74% | 0.14% |
| ROCKEFELLER CAPITAL MANAGEMENT L.P. | 02/13/2025 | 493,357 | $24.91 M | -28.86% | 0.14% |
| ENVESTNET ASSET MANAGEMENT INC | 02/13/2025 | 487,419 | $24.61 M | 17.29% | 0.14% |
| PRINCIPAL FINANCIAL GROUP INC | 01/31/2025 | 484,167 | $24.45 M | -0.68% | 0.14% |
| NUVEEN ASSET MANAGEMENT, LLC | 02/14/2025 | 483,102 | $24.39 M | 5.87% | 0.14% |
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The Carlyle Group Inc. institutional Ownership - FAQ's
During the previous two years, 656 institutional investors and hedge funds held shares of The Carlyle Group Inc.. The most heavily invested institutionals were:
BlackRock Funding, Inc. /DE: 24.01 M
VANGUARD GROUP INC: 23.16 M
Capital World Investors: 19.78 M
WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC: 13.25 M
STATE STREET CORP: 7.79 M
Boston Partners: 7.1 M
60.42% of The Carlyle Group Inc. stock is owned by institutional investors.
Institutional investors have bought a total of 246.70 M shares in the last 24 months. This purchase volume represents approximately $13.00 B in transactions.