Recent Quarter Total Invested
$8.91 B
Recent Quarter Institutional Ownership Percentage
58.03%
Total Invested of Last Quarter
$8.44 B
Ownership Percentage of Last Quarter
58.7%
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 | 11/13/2024 | 21.35 M | $919.17 M | 100.00% | 5.98% |
| CAPITAL WORLD INVESTORS | 11/13/2024 | 19.73 M | $849.47 M | -1.58% | 5.53% |
| MORGAN STANLEY | 11/14/2024 | 12.67 M | $545.68 M | -1.43% | 3.55% |
| ALKEON CAPITAL MANAGEMENT LLC | 11/14/2024 | 8.24 M | $354.81 M | -0.07% | 2.31% |
| STATE STREET CORP | 11/14/2024 | 7.62 M | $327.97 M | -1.22% | 2.14% |
| VULCAN VALUE PARTNERS, LLC | 11/13/2024 | 6.79 M | $292.26 M | -9.44% | 1.90% |
| BOSTON PARTNERS | 11/12/2024 | 6.63 M | $285.80 M | 30.09% | 1.86% |
| ARIEL INVESTMENTS, LLC | 11/13/2024 | 5.09 M | $219.11 M | 3.05% | 1.43% |
| BEUTEL, GOODMAN & CO LTD. | 11/13/2024 | 4.29 M | $184.62 M | -1.04% | 1.20% |
| LEGAL & GENERAL GROUP PLC | 11/14/2024 | 3.95 M | $170.22 M | -0.78% | 1.11% |
| GEODE CAPITAL MANAGEMENT, LLC | 11/12/2024 | 3.88 M | $166.84 M | -0.95% | 1.09% |
| BANK OF NEW YORK MELLON CORP | 11/12/2024 | 2.59 M | $111.51 M | -5.06% | 0.73% |
| DIMENSIONAL FUND ADVISORS LP | 11/07/2024 | 2.30 M | $99.08 M | 1.50% | 0.65% |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | 11/12/2024 | 2.11 M | $90.74 M | 22.82% | 0.59% |
| AMERIPRISE FINANCIAL INC | 11/14/2024 | 2.07 M | $89.13 M | -26.57% | 0.58% |
| CAPITAL INTERNATIONAL INVESTORS | 11/13/2024 | 2.05 M | $88.28 M | -14.93% | 0.57% |
| ARGENT CAPITAL MANAGEMENT LLC | 10/23/2024 | 2.03 M | $87.43 M | -1.90% | 0.57% |
| JPMORGAN CHASE & CO | 11/08/2024 | 1.92 M | $82.65 M | 68.06% | 0.54% |
| BAMCO INC /NY/ | 11/14/2024 | 1.87 M | $80.40 M | -3.86% | 0.52% |
| AMUNDI | 11/13/2024 | 1.77 M | $82.59 M | 97.54% | 0.50% |
| DAVIS ASSET MANAGEMENT, L.P. | 11/12/2024 | 1.50 M | $64.59 M | 0.00% | 0.42% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 11/12/2024 | 1.39 M | $59.95 M | -1.63% | 0.39% |
| MARSHALL WACE, LLP | 11/14/2024 | 1.37 M | $59.13 M | 48.97% | 0.39% |
| MARKEL GROUP INC. | 11/01/2024 | 1.33 M | $57.14 M | 0.00% | 0.37% |
| BROWN ADVISORY INC | 11/13/2024 | 1.29 M | $55.75 M | -8.03% | 0.36% |
| BALYASNY ASSET MANAGEMENT L.P. | 11/14/2024 | 1.27 M | $54.53 M | 5,923.26% | 0.36% |
| FRONTIER CAPITAL MANAGEMENT CO LLC | 11/14/2024 | 1.24 M | $53.18 M | -36.37% | 0.35% |
| EAGLE ASSET MANAGEMENT INC | 11/12/2024 | 1.10 M | $57.77 M | -34.55% | 0.31% |
| GOLDMAN SACHS GROUP INC | 11/14/2024 | 927,100 | $39.92 M | 12.03% | 0.26% |
| LGT CAPITAL PARTNERS LTD. | 11/08/2024 | 916,000 | $39.44 M | -5.57% | 0.26% |
| DEPRINCE RACE & ZOLLO INC | 11/14/2024 | 817,660 | $35.21 M | 30.98% | 0.23% |
| POLARIS CAPITAL MANAGEMENT, LLC | 11/13/2024 | 771,300 | $33.21 M | -0.73% | 0.22% |
| BANK OF AMERICA CORP /DE/ | 11/14/2024 | 734,008 | $31.61 B | -47.70% | 0.21% |
| NATIONAL BANK OF CANADA /FI/ | 11/15/2024 | 731,593 | $31.50 M | -4.34% | 0.21% |
| PRIVATE MANAGEMENT GROUP INC | 10/29/2024 | 704,150 | $30.32 M | 16.80% | 0.20% |
| ROCKEFELLER CAPITAL MANAGEMENT L.P. | 11/14/2024 | 693,545 | $29.86 M | -17.71% | 0.19% |
| RUSSELL INVESTMENTS GROUP, LTD. | 11/13/2024 | 658,044 | $28.34 M | 0.23% | 0.18% |
| UBS GROUP AG | 11/14/2024 | 653,301 | $28.13 M | -27.86% | 0.18% |
| ALGEBRIS (UK) LTD | 11/13/2024 | 605,052 | $23.39 M | 145.04% | 0.17% |
| RHUMBLINE ADVISERS | 11/12/2024 | 598,624 | $25.78 M | -3.56% | 0.17% |
| INVESCO LTD. | 11/12/2024 | 593,129 | $25.54 M | -8.15% | 0.17% |
| MILLENNIUM MANAGEMENT LLC | 11/14/2024 | 580,205 | $24.98 M | 119.00% | 0.16% |
| RAYMOND JAMES & ASSOCIATES | 10/18/2024 | 546,405 | $23.53 M | 11.27% | 0.15% |
| THRIVENT FINANCIAL FOR LUTHERANS | 11/07/2024 | 516,987 | $22.26 M | -67.58% | 0.14% |
| SUMITOMO MITSUI TRUST HOLDINGS, INC. | 11/05/2024 | 501,647 | $21.60 M | 2.13% | 0.14% |
| SPIDERROCK ADVISORS, LLC | 11/01/2024 | 500,040 | $21.53 M | 0.00% | 0.14% |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | 11/13/2024 | 492,972 | $21.23 M | 3.94% | 0.14% |
| PRINCIPAL FINANCIAL GROUP INC | 10/31/2024 | 487,506 | $20.99 M | -32.22% | 0.14% |
| CITADEL ADVISORS LLC | 11/14/2024 | 487,100 | $20.97 M | 0.58% | 0.14% |
| SIRIOS CAPITAL MANAGEMENT L P | 11/12/2024 | 471,906 | $20.32 M | -8.38% | 0.13% |
The Carlyle Group Inc.institutional Ownership - Frequently Asked Questions
-
Who are the largest shareholders of CG shares?
During the previous two years, 577 institutional investors and hedge funds held shares of The Carlyle Group Inc.. The most heavily invested institutionals were:
BlackRock Funding, Inc. /DE: 21.35 M
Capital World Investors: 19.73 M
MORGAN STANLEY: 12.67 M
ALKEON CAPITAL MANAGEMENT LLC: 8.24 M
STATE STREET CORP: 7.62 M
Vulcan Value Partners, LLC: 6.79 M
-
What percentage of The Carlyle Group Inc. stock is owned by institutional investors?
58.03% of The Carlyle Group Inc. stock is owned by institutional investors.
-
How much institutional buying is happening at CG ?
Institutional investors have bought a total of 193.26 M shares in the last 24 months. This purchase volume represents approximately $10.20 B in transactions.