Carlyle Group Ownership | Who Owns Carlyle Group?

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Carlyle Group Ownership Summary

Carlyle Group is owned by 58.03% institutional investors, 27.66% insiders, and 14.31% retail investors. Vanguard group is the largest institutional shareholder, holding 6.47% of CG shares. American Funds Income Fund of Amer A is the top mutual fund, with 3.82% of its assets in Carlyle Group shares.

CG Ownership Benchmark

Type	Name	% Inst	% Insiders	% Retail
Stock	Carlyle Group	58.03%	27.66%	14.31%
Sector	Financial Services Stocks	49.66%	13.98%	36.36%
Industry	Asset Management Stocks	41.71%	9.02%	49.27%

Institutional Shareholders

Top Institutional Shareholders by Total Shares

Holder	Shares	% Holding	Value
Vanguard group	23.34M	6.47%	$936.99M
Blackrock	22.71M	6.29%	$911.70M
Capital world investors	20.04M	5.55%	$804.80M
Morgan stanley	12.86M	3.56%	$516.16M
William blair investment management	11.55M	3.20%	$463.55M
Alkeon capital management	8.25M	2.28%	$331.08M
State street	7.71M	2.14%	$309.58M
Vulcan value partners	7.50M	2.08%	$300.77M
Boston partners	5.10M	1.41%	$204.80M
Ariel investments	4.94M	1.37%	$198.25M

Top Institutional Shareholders by % of Total Assets

Holder	Shares	% Assets	Value
Vulcan value partners	7.50M	4.26%	$300.77M
Sirios capital management l p	515.06K	3.60%	$20.68M
Gator capital management	162.30K	3.31%	$6.52M
Algebris (uk)	246.92K	2.98%	$9.25M
Davis asset management	1.50M	2.70%	$60.23M
Argent capital management	2.07M	2.44%	$83.10M
Sargent investment group	279.95K	2.29%	$11.24M
Ariel investments	4.94M	2.15%	$198.25M
Smh capital advisors	15.85K	1.95%	$636.16K
Kerusso capital management	63.53K	1.85%	$2.55M

Top Buyers

Holder	Shares	% Assets	Change
Boston partners	5.10M	0.25%	2.77M
Massachusetts financial services co /ma/	1.72M	0.02%	1.71M
Norges bank	1.13M	0.01%	1.13M
Marshall wace, llp	921.76K	0.05%	921.76K
Ubs asset management americas	1.37M	0.02%	697.08K

Top Sellers

Holder	Shares	% Assets	Change
Blackrock	22.71M	0.02%	-661.81K
Capital investors	2.41M	0.02%	-627.97K
Wafra	-	-	-431.78K
Alkeon capital management	8.25M	0.54%	-400.00K
Morgan stanley	12.86M	0.04%	-394.17K

New Positions

Holder	Shares	% Assets	Change	Value
Norges bank	1.13M	0.01%	1.13M	$45.18M
Marshall wace, llp	921.76K	0.05%	921.76K	$37.01M
Corebridge financial	273.14K	0.06%	273.14K	$10.97M
Algebris (uk)	246.92K	2.98%	246.92K	$9.25M
Quantbot technologies lp	155.19K	0.30%	155.19K	$6.23M

Sold Out

Holder	Change
Mv capital management	-1.00
Nelson, van denburg & campbell wealth management group	-2.00
Anfield capital management	-6.00
Denali advisors	-13.00
Innealta capital	-44.00

Institutional Ownership Trends

Date	Holdings	Change %	Shares	Change %	Ownership	Change %	Increased Position	Change %	Decreased Position	Change %
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%
Sep 30, 2023	428	2.88%	201,523,954	-2.10%	55	1.72%	193	3.21%	140	2.19%

Top Mutual Funds Shareholders

Holder	Shares	% Holding	Change
American Funds Income Fund of Amer A	13.61M	3.82%	-
Vanguard Total Stock Mkt Idx Inv	7.30M	2.04%	-27.85K
iShares Core S&P Mid-Cap ETF	6.62M	1.85%	3.58K
Vanguard Small Cap Index	5.81M	1.62%	11.35K
Capital Group Wash Mutual Invtrs Comp	5.26M	1.48%	444.70K
American Funds Washington Mutual A	5.26M	1.48%	444.70K
JHancock Disciplined Value Mid Cap I	4.89M	1.37%	-
Vanguard Small Cap Value Index Inv	3.92M	1.10%	-1.35K
Vanguard Institutional Extnd Mkt Idx Tr	3.12M	0.87%	-17.22K
Vulcan Value Partners Focus	2.32M	0.65%	48.33K

Recent Insider Transactions

Date	Name	Role	Activity	Value
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
Sep 12, 2023	CG Subsidiary Holdings L.L.C.	-	Buy	$10.82M
Aug 28, 2023	CG Subsidiary Holdings L.L.C.	-	Buy	$4.18M

Insider Transactions Trends

Date	Buy	Sell
2024 Q4	-	2
2024 Q3	-	-
2024 Q2	-	-
2024 Q1	-	-
2023 Q4	-	1

CG Ownership FAQ

Who Owns Carlyle Group?

Carlyle Group shareholders are primarily institutional investors at 58.03%, followed by 27.66% insiders and 14.31% retail investors. The average institutional ownership in Carlyle Group's industry, Asset Management Stocks, is 41.71%, which Carlyle Group exceeds.

Who owns the most shares of Carlyle Group?

Carlyle Group’s largest shareholders are Vanguard group (23.34M shares, 6.47%), Blackrock (22.71M shares, 6.29%), and Capital world investors (20.04M shares, 5.55%). Together, they hold 18.31% of Carlyle Group’s total shares outstanding.

Does Blackrock own Carlyle Group?

Yes, BlackRock owns 6.29% of Carlyle Group, totaling 22.71M shares as of Jun 2024. This represents 0.02% of BlackRock's total assets, with a market value of 911.7M$. In the last quarter, BlackRock decreased its holdings by -662K shares, a -2.83% change.

Who is Carlyle Group’s biggest shareholder by percentage of total assets invested?

Vulcan value partners is Carlyle Group’s biggest shareholder by percentage of total assets invested, with 4.26% of its assets in 7.5M Carlyle Group shares, valued at 300.77M$.

Who is the top mutual fund holder of Carlyle Group shares?

American Funds Income Fund of Amer A is the top mutual fund holder of Carlyle Group shares, with 3.82% of its total shares outstanding invested in 13.61M Carlyle Group shares.

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