Recent Quarter Total Invested
$8.44 B
Recent Quarter Institutional Ownership Percentage
58.26%
Total Invested of Last Quarter
$9.66 B
Ownership Percentage of Last Quarter
57.09%
The Carlyle Group Inc. Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| VANGUARD GROUP INC | 08/13/2024 | 23.34 M | $936.99 M | 0.02% | 6.47% |
| BLACKROCK INC. | 08/13/2024 | 22.71 M | $911.70 M | -2.83% | 6.29% |
| CAPITAL WORLD INVESTORS | 08/13/2024 | 20.04 M | $804.80 M | -0.04% | 5.55% |
| MORGAN STANLEY | 08/14/2024 | 12.86 M | $516.16 M | -2.97% | 3.56% |
| WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC | 08/08/2024 | 11.55 M | $463.55 M | -2.32% | 3.20% |
| ALKEON CAPITAL MANAGEMENT LLC | 08/14/2024 | 8.25 M | $331.08 M | -4.63% | 2.28% |
| STATE STREET CORP | 08/14/2024 | 7.71 M | $309.58 M | -4.48% | 2.14% |
| VULCAN VALUE PARTNERS, LLC | 08/14/2024 | 7.50 M | $300.77 M | -3.82% | 2.08% |
| BOSTON PARTNERS | 08/14/2024 | 5.10 M | $204.80 M | 119.23% | 1.41% |
| ARIEL INVESTMENTS, LLC | 08/14/2024 | 4.94 M | $198.25 M | 1.12% | 1.37% |
| BEUTEL, GOODMAN & CO LTD. | 08/13/2024 | 4.33 M | $173.96 M | 0.37% | 1.20% |
| LEGAL & GENERAL GROUP PLC | 08/14/2024 | 3.98 M | $159.97 M | -4.63% | 1.10% |
| GEODE CAPITAL MANAGEMENT, LLC | 08/09/2024 | 3.92 M | $157.15 M | 3.69% | 1.09% |
| AMERIPRISE FINANCIAL INC | 08/14/2024 | 2.82 M | $113.17 M | -7.81% | 0.78% |
| BANK OF NEW YORK MELLON CORP | 07/25/2024 | 2.73 M | $109.52 M | 2.08% | 0.76% |
| CAPITAL INTERNATIONAL INVESTORS | 08/13/2024 | 2.41 M | $96.76 M | -20.67% | 0.67% |
| FMR LLC | 08/13/2024 | 2.34 M | $94.12 M | -5.91% | 0.65% |
| DIMENSIONAL FUND ADVISORS LP | 08/09/2024 | 2.27 M | $91.00 M | 6.46% | 0.63% |
| ARGENT CAPITAL MANAGEMENT LLC | 07/24/2024 | 2.07 M | $83.10 M | -0.72% | 0.57% |
| BAMCO INC /NY/ | 08/14/2024 | 1.94 M | $77.98 M | -0.11% | 0.54% |
| FRONTIER CAPITAL MANAGEMENT CO LLC | 08/14/2024 | 1.94 M | $77.93 M | -3.64% | 0.54% |
| NORTHERN TRUST CORP | 08/14/2024 | 1.91 M | $76.50 M | 5.50% | 0.53% |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | 08/09/2024 | 1.72 M | $68.89 M | 17,468.58% | 0.48% |
| EAGLE ASSET MANAGEMENT INC | 08/12/2024 | 1.69 M | $66.77 M | -5.12% | 0.47% |
| THRIVENT FINANCIAL FOR LUTHERANS | 08/13/2024 | 1.59 M | $64.02 M | -3.68% | 0.44% |
| DAVIS ASSET MANAGEMENT, L.P. | 08/13/2024 | 1.50 M | $60.23 M | 0.00% | 0.42% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 08/12/2024 | 1.42 M | $56.82 M | 0.62% | 0.39% |
| BROWN ADVISORY INC | 08/14/2024 | 1.41 M | $56.52 M | 11.85% | 0.39% |
| BANK OF AMERICA CORP /DE/ | 08/14/2024 | 1.40 M | $56.34 M | 66.29% | 0.39% |
| UBS ASSET MANAGEMENT AMERICAS INC | 08/14/2024 | 1.37 M | $54.95 M | 103.80% | 0.38% |
| MARKEL GROUP INC. | 08/02/2024 | 1.33 M | $53.28 M | 0.00% | 0.37% |
| JPMORGAN CHASE & CO | 08/12/2024 | 1.14 M | $45.86 M | -1.89% | 0.32% |
| NORGES BANK | 08/14/2024 | 1.13 M | $45.18 M | 100.00% | 0.31% |
| LGT CAPITAL PARTNERS LTD. | 07/12/2024 | 970,000 | $38.95 M | 18.00% | 0.27% |
| BARCLAYS PLC | 08/14/2024 | 937,669 | $37.65 M | 13.95% | 0.26% |
| MARSHALL WACE, LLP | 08/14/2024 | 921,759 | $37.01 M | 100.00% | 0.26% |
| UBS GROUP AG | 08/14/2024 | 905,583 | $36.36 M | 49.93% | 0.25% |
| AMUNDI | 08/14/2024 | 895,806 | $36.36 M | 98.51% | 0.25% |
| ROCKEFELLER CAPITAL MANAGEMENT L.P. | 08/12/2024 | 842,791 | $33.84 M | 10.50% | 0.23% |
| GOLDMAN SACHS GROUP INC | 08/13/2024 | 827,559 | $33.23 M | 3.94% | 0.23% |
| POLARIS CAPITAL MANAGEMENT, LLC | 07/26/2024 | 777,000 | $31.20 M | -2.53% | 0.22% |
| NATIONAL BANK OF CANADA /FI/ | 08/02/2024 | 764,765 | $30.27 M | 89.28% | 0.21% |
| PRINCIPAL FINANCIAL GROUP INC | 07/29/2024 | 719,277 | $28.88 M | -20.71% | 0.20% |
| RUSSELL INVESTMENTS GROUP, LTD. | 08/08/2024 | 656,516 | $26.36 M | 0.37% | 0.18% |
| INVESCO LTD. | 08/13/2024 | 645,754 | $25.93 M | 6.19% | 0.18% |
| PRANA CAPITAL MANAGEMENT, LP | 08/14/2024 | 636,995 | $25.58 M | 26.19% | 0.18% |
| DEPRINCE RACE & ZOLLO INC | 08/14/2024 | 624,258 | $25.06 M | -1.30% | 0.17% |
| RHUMBLINE ADVISERS | 08/01/2024 | 620,693 | $24.92 M | -0.16% | 0.17% |
| PRIVATE MANAGEMENT GROUP INC | 08/06/2024 | 602,882 | $24.21 M | -0.62% | 0.17% |
| CANADA PENSION PLAN INVESTMENT BOARD | 08/12/2024 | 577,800 | $23.20 M | 15.56% | 0.16% |
The Carlyle Group Inc.institutional Ownership - Frequently Asked Questions
-
Who are the largest shareholders of CG shares?
During the previous two years, 627 institutional investors and hedge funds held shares of The Carlyle Group Inc.. The most heavily invested institutionals were:
VANGUARD GROUP INC: 23.34 M
BlackRock Inc.: 22.71 M
Capital World Investors: 20.04 M
MORGAN STANLEY: 12.86 M
WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC: 11.55 M
ALKEON CAPITAL MANAGEMENT LLC: 8.25 M
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What percentage of The Carlyle Group Inc. stock is owned by institutional investors?
58.26% of The Carlyle Group Inc. stock is owned by institutional investors.
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How much institutional buying is happening at CG ?
Institutional investors have bought a total of 216.72 M shares in the last 24 months. This purchase volume represents approximately $10.16 B in transactions.