Carlyle Group Ownership | Who Owns Carlyle Group?

Overview Forecast RevenueFinancials Chart Transcripts

Carlyle Group Ownership Summary

Carlyle Group is owned by 62.40% institutional investors, 26.33% insiders, and 11.26% 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 3.99% of its assets in Carlyle Group shares.

CG Ownership Benchmark

Type	Name	% Inst	% Insiders	% Retail
Stock	Carlyle Group	62.40%	26.33%	11.26%
Sector	Financial Services Stocks	71.97%	15.45%	12.58%
Industry	Asset Management Stocks	32.52%	9.69%	57.79%

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
Alkeon capital management	5.24M	1.47%	$264.79M

Top Institutional Shareholders by % of Total Assets

Holder	Shares	% Assets	Value
Meketa capital	47.35K	5.36%	$2.39M
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
Kerusso capital management	67.77K	2.19%	$3.42M

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
Vulcan value partners	-	-	-5.18M
Alkeon capital management	5.24M	0.54%	-3.00M
Balyasny asset management	-	-	-1.58M
Fmr	2.56M	0.01%	-1.50M
Beutel, goodman	2.84M	0.78%	-1.45M

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
Franklin street advisors inc /nc	349.98K	1.18%	349.98K	$17.67M
Apg asset management	142.60K	0.02%	142.60K	$6.95M

Sold Out

Holder	Change
Mv capital management	-1.00
Clear point advisors	-1.00
Nelson, van denburg & campbell wealth management group	-2.00
Activest wealth management	-3.00
Capital performance advisors llp	-4.00

Institutional Ownership Trends

Date	Holdings	Change %	Shares	Change %	Ownership	Change %	Increased Position	Change %	Decreased Position	Change %
Mar 31, 2025	539	-8.33%	224,323,466	4.01%	62	1.71%	272	-4.56%	164	-12.77%
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%

Top Mutual Funds Shareholders

Holder	Shares	% Holding	Change
American Funds Income Fund of Amer A	14.42M	3.99%	814.31K
Vanguard Total Stock Mkt Idx Inv	8.14M	2.25%	108.61K
Vanguard US Total Market Shares ETF	7.32M	2.03%	-115.87K
iShares Core S&P Mid-Cap ETF	6.94M	1.93%	-12.48K
Oakmark Investor	6.69M	1.85%	1.86M
Vanguard Small Cap Index	6.18M	1.71%	-137.78K
JHancock Disciplined Value Mid Cap I	4.89M	1.36%	-
Capital Group Wash Mutual Invtrs Comp	4.69M	1.30%	1.32M
American Funds Washington Mutual A	4.69M	1.30%	1.32M
Vanguard Small Cap Value Index Inv	3.94M	1.09%	-118.63K

Recent Insider Transactions

Date	Name	Role	Activity	Value
Aug 11, 2025	Ferguson Jeffrey W.	General Counsel	Sell	$6.07M
Aug 12, 2025	Ferguson Jeffrey W.	General Counsel	Sell	$10.24M
Aug 12, 2025	Ferguson Jeffrey W.	General Counsel	Sell	$1.85M
Aug 12, 2025	Ferguson Jeffrey W.	General Counsel	Sell	$925.40K
Feb 18, 2025	Ferguson Jeffrey W.	General Counsel	Sell	$5.44M

Insider Transactions Trends

Date	Buy	Sell
2025 Q3	-	4
2025 Q2	-	-
2025 Q1	-	2
2024 Q4	-	2
2024 Q3	-	-

CG Ownership FAQ

Who Owns Carlyle Group?

Carlyle Group shareholders are primarily institutional investors at 62.40%, followed by 26.33% insiders and 11.27% retail investors. The average institutional ownership in Carlyle Group's industry, Asset Management Stocks, is 32.52%, which Carlyle Group exceeds.

Who owns the most shares of Carlyle Group?

Carlyle Group’s largest shareholders are Blackrock funding, inc. /de (24.01M shares, 6.73%), Vanguard group (23.16M shares, 6.49%), and Blackrock (22.71M shares, 6.29%). Together, they hold 19.52% 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?

Meketa capital is Carlyle Group’s biggest shareholder by percentage of total assets invested, with 5.36% of its assets in 47.35K Carlyle Group shares, valued at 2.39M$.

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 3.99% of its total shares outstanding invested in 14.42M Carlyle Group shares.

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