The Carlyle Group Inc. Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| VANGUARD GROUP INC | 11/13/2024 | 22.98 M | $989.55 M | -1.53% | 6.44% |
| 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% |
| WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC | 11/08/2024 | 11.48 M | $494.18 M | -0.60% | 3.22% |
| 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% |
| FMR LLC | 11/13/2024 | 4.05 M | $174.47 M | 72.84% | 1.14% |
| 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 | 12/26/2024 | 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 M | -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% |
The Carlyle Group Inc.institutional Ownership - FAQ's
During the previous two years, 618 institutional investors and hedge funds held shares of The Carlyle Group Inc.. The most heavily invested institutionals were:
VANGUARD GROUP INC: 22.98 M
BlackRock Funding, Inc. /DE: 21.35 M
Capital World Investors: 19.73 M
MORGAN STANLEY: 12.67 M
WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC: 11.48 M
ALKEON CAPITAL MANAGEMENT LLC: 8.24 M
58.12% of The Carlyle Group Inc. stock is owned by institutional investors.
Institutional investors have bought a total of 233.75 M shares in the last 24 months. This purchase volume represents approximately $11.81 B in transactions.