Carlyle Group Ownership | Who Owns Carlyle Group?
Carlyle Group Ownership Summary
Carlyle Group is owned by 41.89% institutional investors, 27.85% insiders, and 30.26% retail investors. Blackrock funding, inc. /de is the largest institutional shareholder, holding 6.73% of CG shares. American Funds Income Fund of Amer A is the top mutual fund, with 3.81% of its assets in Carlyle Group shares.
CG Ownership Benchmark
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | Carlyle Group | 41.89% | 27.85% | 30.26% |
| Sector | Financial Services Stocks | 40.29% | 14.61% | 45.11% |
| Industry | Asset Management Stocks | 33.12% | 8.74% | 58.14% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Blackrock funding, inc. /de | 24.01M | 6.73% | $1.21B |
| Vanguard group | 23.16M | 6.49% | $1.17B |
| Blackrock | 22.71M | 6.29% | $911.70M |
| Capital world investors | 19.78M | 5.54% | $998.61M |
| William blair investment management | 13.25M | 3.71% | $668.99M |
| Morgan stanley | 12.86M | 3.56% | $516.16M |
| State street | 7.79M | 2.18% | $393.10M |
| Boston partners | 7.10M | 1.99% | $358.69M |
| Massachusetts financial services co /ma/ | 6.35M | 1.78% | $320.68M |
| Vulcan value partners | 5.33M | 1.50% | $269.33M |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Meketa capital | 47.35K | 5.36% | $2.39M |
| Vulcan value partners | 5.33M | 4.50% | $269.33M |
| Sirios capital management l p | 426.76K | 3.87% | $21.55M |
| Algebris (uk) | 253.36K | 3.12% | $12.35M |
| Davis asset management | 1.50M | 3.09% | $75.73M |
| Gator capital management | 162.13K | 3.08% | $8.19M |
| Argent capital management | 2.00M | 2.84% | $100.73M |
| Ariel investments | 4.91M | 2.65% | $247.94M |
| Sargent investment group | 302.38K | 2.50% | $15.28M |
| Phase 2 partners | 63.89K | 2.42% | $3.23M |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Massachusetts financial services co /ma/ | 6.35M | 0.10% | 4.24M |
| Harris associates l p | 3.19M | 0.21% | 3.19M |
| Blackrock funding, inc. /de | 24.01M | 0.02% | 2.67M |
| Ubs group | 3.20M | 0.03% | 2.55M |
| William blair investment management | 13.25M | 1.63% | 1.77M |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Alkeon capital management | 5.24M | 0.54% | -3.00M |
| Fmr | 2.56M | 0.01% | -1.50M |
| Vulcan value partners | 5.33M | 4.50% | -1.45M |
| Beutel, goodman | 2.84M | 0.78% | -1.45M |
| Marshall wace, llp | 10.06K | 0.00% | -1.36M |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Harris associates l p | 3.19M | 0.21% | 3.19M | $160.90M |
| Raymond james financial | 1.66M | 0.03% | 1.66M | $83.78M |
| Norges bank | 882.01K | 0.01% | 882.01K | $44.53M |
| Soros fund management | 459.58K | 0.35% | 459.58K | $23.20M |
| Franklin street advisors inc /nc | 349.98K | 1.18% | 349.98K | $17.67M |
Sold Out
| Holder | Change |
|---|---|
| Clear point advisors | -1.00 |
| Mv capital management | -1.00 |
| Nelson, van denburg & campbell wealth management group | -2.00 |
| Capital performance advisors llp | -4.00 |
| Anfield capital management | -6.00 |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| Dec 31, 2024 | 440 | -18.52% | 149,419,253 | -27.95% | 41 | 1.24% | 210 | -21.05% | 143 | -15.88% |
| Sep 30, 2024 | 531 | 0.57% | 206,999,451 | -1.58% | 58 | 1.68% | 263 | 10.97% | 166 | -10.27% |
| Jun 30, 2024 | 524 | -2.96% | 210,271,593 | 2.06% | 58 | 1.79% | 235 | -13.60% | 183 | 12.27% |
| Mar 31, 2024 | 540 | 10.20% | 206,021,820 | -3.35% | 57 | 1.64% | 272 | 6.25% | 163 | 3.82% |
| Dec 31, 2023 | 490 | 14.49% | 213,170,509 | 5.78% | 58 | 1.89% | 256 | 32.64% | 157 | 12.14% |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| American Funds Income Fund of Amer A | 13.61M | 3.81% | - |
| Vanguard Total Stock Mkt Idx Inv | 7.32M | 2.03% | 29.28K |
| Vanguard US Total Market Shares ETF | 7.32M | 2.03% | -115.87K |
| iShares Core S&P Mid-Cap ETF | 6.89M | 1.91% | 12.08K |
| Vanguard Small Cap Index | 5.94M | 1.64% | 4.84K |
| American Funds Washington Mutual A | 5.32M | 1.49% | 59.45K |
| Capital Group Wash Mutual Invtrs Comp | 5.32M | 1.49% | 59.45K |
| JHancock Disciplined Value Mid Cap I | 5.15M | 1.43% | 14.29K |
| Vanguard Small Cap Value Index Inv | 3.91M | 1.08% | -13.73K |
| MFS Mid Cap Growth A | 3.21M | 0.89% | -20.84K |
Recent Insider Transactions
| Date | Name | Role | Activity | Value |
|---|---|---|---|---|
| Feb 19, 2025 | Ferguson Jeffrey W. | General Counsel | Sell | $7.82M |
| Feb 18, 2025 | Ferguson Jeffrey W. | General Counsel | Sell | $5.44M |
| Nov 12, 2024 | D'Aniello Daniel A. | - | Sell | $3.23M |
| Nov 12, 2024 | D'Aniello Daniel A. | - | Sell | $22.31M |
| Dec 15, 2023 | SCHWARTZ HARVEY M | Chief Executive Officer | Sell | $12.33M |
Insider Transactions Trends
| Date | Buy | Sell |
|---|---|---|
| 2025 Q1 | - | 2 |
| 2024 Q4 | - | 2 |
| 2024 Q3 | - | - |
| 2024 Q2 | - | - |
| 2024 Q1 | - | - |
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