Carlyle Group Ownership 2024 | Who Owns Carlyle Group Now?

Overview Forecast RevenueFinancials Chart Transcripts

Institutional Ownership

59.02%

Insider Ownership

27.48%

Retail Ownership

13.49%

Institutional Holders

475.00

Carlyle Group Institutional Shareholders

Institutional Shareholders by % of Total Shares

Name	% Total Shares	% Total Assets	Current Shares	Change Amount	Change %	Market Value	Date
BLACKROCK INC.	8.64%	0.03%	31,155,048	9,465,008	43.64%	1,267,698,919	Dec 31, 2023
VANGUARD GROUP INC	6.90%	0.02%	24,876,188	1,756,189	7.60%	1,012,212,089	Dec 31, 2023
CAPITAL WORLD INVESTORS	5.54%	0.14%	19,973,331	3,330	0.02%	812,714,838	Dec 31, 2023
MORGAN STANLEY	3.29%	0.04%	11,875,394	-6,149,541	-34.12%	483,209,843	Dec 31, 2023
WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC	3.08%	1.31%	11,097,795	2,220,367	25.01%	451,569,279	Dec 31, 2023
VULCAN VALUE PARTNERS, LLC	2.34%	5.03%	8,435,231	-1,377,948	-14.04%	343,004,000	Dec 31, 2023
STATE STREET CORP	2.19%	0.02%	7,906,299	2,636,979	50.04%	321,707,306	Dec 31, 2023
ALKEON CAPITAL MANAGEMENT LLC	2.19%	0.72%	7,896,041	-3,534,809	-30.92%	321,289,908	Dec 31, 2023
ARIEL INVESTMENTS, LLC	1.77%	2.59%	6,387,318	22,790	0.36%	259,899,969	Dec 31, 2023
BEUTEL, GOODMAN & CO LTD.	1.20%	0.93%	4,319,731	-15,590	-0.36%	175,769,000	Dec 31, 2023
LEGAL & GENERAL GROUP PLC	1.15%	0.04%	4,136,842	385,312	10.27%	168,328,354	Dec 31, 2023
GEODE CAPITAL MANAGEMENT, LLC	1.00%	0.02%	3,623,414	221,128	6.50%	147,207,679	Dec 31, 2023
AMERIPRISE FINANCIAL INC	0.91%	0.04%	3,271,117	-324,442	-9.02%	133,101,734	Dec 31, 2023
NORGES BANK	0.89%	0.02%	3,213,827	3,213,827	100.00%	130,770,621	Dec 31, 2023
BANK OF NEW YORK MELLON CORP	0.76%	0.02%	2,729,034	929,472	51.65%	111,044,389	Dec 31, 2023
GOLDMAN SACHS GROUP INC	0.72%	0.02%	2,593,761	1,712,133	194.20%	105,540,150	Dec 31, 2023
DIMENSIONAL FUND ADVISORS LP	0.66%	0.03%	2,368,100	84,080	3.68%	96,374,607	Dec 31, 2023
FMR LLC	0.58%	0.01%	2,096,325	-38,328	-1.80%	85,299,462	Dec 31, 2023
ARGENT CAPITAL MANAGEMENT LLC	0.56%	2.68%	2,015,654	-39,229	-1.91%	82,016,979	Dec 31, 2023
BAMCO INC /NY/	0.54%	0.21%	1,947,402	-68,928	-3.42%	79,239,787	Dec 31, 2023

Carlyle Group's largest institutional shareholder is BLACKROCK INC., holding 8.64% of the company's total share outstanding, currently valued at $1.27B. The top 10 institutional shareholders own together 37.14% of the company.

Institutional Shareholders by % of Total Assets

Name	% Total Shares	% Total Assets	Current Shares	Change Amount	Change %	Market Value	Date
VULCAN VALUE PARTNERS, LLC	2.34%	5.03%	8,435,231	-1,377,948	-14.04%	343,004,000	Dec 31, 2023
GATOR CAPITAL MANAGEMENT, LLC	0.05%	3.73%	165,800	225	0.14%	6,746,402	Dec 31, 2023
SIRIOS CAPITAL MANAGEMENT L P	0.12%	3.71%	446,736	446,736	100.00%	18,177,688	Dec 31, 2023
DAVIS ASSET MANAGEMENT, L.P.	0.42%	2.96%	1,500,000	-	-	61,035,000	Dec 31, 2023
SARGENT INVESTMENT GROUP, LLC	0.09%	2.76%	309,455	-1,440	-0.46%	12,591,724	Dec 31, 2023
ARGENT CAPITAL MANAGEMENT LLC	0.56%	2.68%	2,015,654	-39,229	-1.91%	82,016,979	Dec 31, 2023
ARIEL INVESTMENTS, LLC	1.77%	2.59%	6,387,318	22,790	0.36%	259,899,969	Dec 31, 2023
PARTNERS GROUP HOLDING AG	0.14%	1.73%	498,052	8,433	1.72%	20,265,736	Dec 31, 2023
LGT CAPITAL PARTNERS LTD.	0.39%	1.72%	1,420,500	20,500	1.46%	57,800,145	Dec 31, 2023
SEATOWN HOLDINGS PTE. LTD.	0.13%	1.72%	480,500	-512,500	-51.61%	19,551,545	Dec 31, 2023
WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC	3.08%	1.31%	11,097,795	2,220,367	25.01%	451,569,279	Dec 31, 2023
POLARIS CAPITAL MANAGEMENT, LLC	0.18%	1.30%	659,800	-13,600	-2.02%	26,847,262	Dec 31, 2023
PARK CIRCLE CO	0.01%	1.27%	34,765	-	-	1,414,588	Dec 31, 2023
AUGUSTINE ASSET MANAGEMENT INC	0.02%	1.11%	61,747	2,931	4.98%	2,512,480	Dec 31, 2023
WAFRA INC.	0.12%	1.03%	431,780	-510,303	-54.17%	17,569,128	Dec 31, 2023
CAPITAL MANAGEMENT ASSOCIATES /NY/	0.01%	1.00%	19,306	70	0.36%	785,561	Dec 31, 2023
PRIVATE MANAGEMENT GROUP INC	0.17%	0.97%	624,806	-84,753	-11.94%	25,423,356	Dec 31, 2023
BEUTEL, GOODMAN & CO LTD.	1.20%	0.93%	4,319,731	-15,590	-0.36%	175,769,000	Dec 31, 2023
HEMINGTON WEALTH MANAGEMENT	0.02%	0.87%	55,716	-435	-0.77%	2,267,000	Dec 31, 2023
HERBST GROUP, LLC	0.01%	0.86%	32,900	500	1.54%	1,338,701	Dec 31, 2023

The largest Carlyle Group shareholder by % of total assets is VULCAN VALUE PARTNERS, LLC. The company owns 8.44M shares of Carlyle Group (CG), representing 5.03% of its total assets.

Institutional Buyers

Name	% Total Shares	% Total Assets	Current Shares	Change Amount	Change %	Market Value	Date
BLACKROCK INC.	8.64%	0.03%	31,155,048	9,465,008	43.64%	1,267,698,919	Dec 31, 2023
NORGES BANK	0.89%	0.02%	3,213,827	3,213,827	100.00%	130,770,621	Dec 31, 2023
STATE STREET CORP	2.19%	0.02%	7,906,299	2,636,979	50.04%	321,707,306	Dec 31, 2023
WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC	3.08%	1.31%	11,097,795	2,220,367	25.01%	451,569,279	Dec 31, 2023
VANGUARD GROUP INC	6.90%	0.02%	24,876,188	1,756,189	7.60%	1,012,212,089	Dec 31, 2023
GOLDMAN SACHS GROUP INC	0.72%	0.02%	2,593,761	1,712,133	194.20%	105,540,150	Dec 31, 2023
THRIVENT FINANCIAL FOR LUTHERANS	0.47%	0.15%	1,705,540	966,456	130.76%	69,399,000	Dec 31, 2023
BANK OF NEW YORK MELLON CORP	0.76%	0.02%	2,729,034	929,472	51.65%	111,044,389	Dec 31, 2023
PRINCIPAL FINANCIAL GROUP INC	0.22%	0.02%	794,438	777,863	4692.99%	32,325,682	Dec 31, 2023
BARCLAYS PLC	0.35%	0.02%	1,255,554	776,842	162.28%	51,089,000	Dec 31, 2023
ALYESKA INVESTMENT GROUP, L.P.	0.19%	0.19%	701,494	701,494	100.00%	28,543,791	Dec 31, 2023
FRONTIER CAPITAL MANAGEMENT CO LLC	0.23%	0.34%	820,615	578,142	238.44%	33,390,833	Dec 31, 2023
HOLOCENE ADVISORS, LP	0.22%	0.13%	802,959	539,009	204.21%	32,672,402	Dec 31, 2023
WORLDQUANT MILLENNIUM ADVISORS LLC	0.18%	0.37%	652,889	491,495	304.53%	26,566,053	Dec 31, 2023
SIRIOS CAPITAL MANAGEMENT L P	0.12%	3.71%	446,736	446,736	100.00%	18,177,688	Dec 31, 2023
LEGAL & GENERAL GROUP PLC	1.15%	0.04%	4,136,842	385,312	10.27%	168,328,354	Dec 31, 2023
RHUMBLINE ADVISERS	0.17%	0.03%	617,014	377,309	157.41%	25,106,253	Dec 31, 2023
NORTHERN TRUST CORP	0.54%	0.01%	1,932,728	361,264	22.99%	78,642,702	Dec 31, 2023
CITADEL ADVISORS LLC	0.17%	0.00%	606,500	355,700	141.83%	24,678,485	Dec 31, 2023
JPMORGAN CHASE & CO	0.29%	0.00%	1,034,230	353,349	51.90%	42,082,817	Dec 31, 2023

As of Dec 31 2023, Carlyle Group's largest institutional buyer is BLACKROCK INC.. The company purchased 9.47M stocks of CG, valued at $1.27B.

Institutional Sellers

Name	% Total Shares	% Total Assets	Current Shares	Change Amount	Change %	Market Value	Date
MORGAN STANLEY	3.29%	0.04%	11,875,394	-6,149,541	-34.12%	483,209,843	Dec 31, 2023
ALKEON CAPITAL MANAGEMENT LLC	2.19%	0.72%	7,896,041	-3,534,809	-30.92%	321,289,908	Dec 31, 2023
SECURITY BENEFIT LIFE INSURANCE CO /KS/	-	-	-	-2,617,691	-100.00%	-	Dec 31, 2023
PRICE T ROWE ASSOCIATES INC /MD/	0.21%	0.00%	759,498	-1,658,596	-68.59%	30,905,000	Dec 31, 2023
VULCAN VALUE PARTNERS, LLC	2.34%	5.03%	8,435,231	-1,377,948	-14.04%	343,004,000	Dec 31, 2023
NATIONAL BANK OF CANADA /FI/	0.07%	0.02%	254,424	-851,160	-76.99%	10,037,020	Dec 31, 2023
ASSENAGON ASSET MANAGEMENT S.A.	0.01%	0.00%	19,370	-785,122	-97.59%	788,165,000	Dec 31, 2023
GHISALLO CAPITAL MANAGEMENT LLC	-	-	-	-650,000	-100.00%	-	Dec 31, 2023
MIZUHO MARKETS AMERICAS LLC	-	-	-	-552,989	-100.00%	-	Dec 31, 2023
SEATOWN HOLDINGS PTE. LTD.	0.13%	1.72%	480,500	-512,500	-51.61%	19,551,545	Dec 31, 2023
WAFRA INC.	0.12%	1.03%	431,780	-510,303	-54.17%	17,569,128	Dec 31, 2023
FIRST TRUST ADVISORS LP	0.10%	0.02%	360,454	-487,752	-57.50%	14,666,873	Dec 31, 2023
BALYASNY ASSET MANAGEMENT L.P.	0.22%	0.06%	779,412	-463,823	-37.31%	31,714,274	Dec 31, 2023
AMERIPRISE FINANCIAL INC	0.91%	0.04%	3,271,117	-324,442	-9.02%	133,101,734	Dec 31, 2023
RENAISSANCE TECHNOLOGIES LLC	-	-	-	-192,000	-100.00%	-	Dec 31, 2023
HRT FINANCIAL LP	-	-	-	-161,996	-100.00%	-	Dec 31, 2023
BROWN ADVISORY INC	0.35%	0.07%	1,274,167	-153,655	-10.76%	51,845,855	Dec 31, 2023
BANK OF NOVA SCOTIA	0.02%	0.01%	69,931	-128,428	-64.75%	2,845,269,000	Dec 31, 2023
WOLVERINE TRADING, LLC	0.04%	0.01%	144,400	-102,100	-41.42%	5,875,636	Dec 31, 2023
HANDELSINVEST INVESTERINGSFORVALTNING	0.00%	0.20%	12,152	-97,848	-88.95%	494,000	Dec 31, 2023

As of Dec 31 2023, Carlyle Group's biggest institutional seller is MORGAN STANLEY. The company sold -6.15M shares of CG, valued at $483.21M.

Institutional New positions

Name	% Total Shares	% Total Assets	Current Shares	Change Amount	Change %	Market Value	Date
NORGES BANK	0.89%	0.02%	3,213,827	3,213,827	100.00%	130,770,621	Dec 31, 2023
ALYESKA INVESTMENT GROUP, L.P.	0.19%	0.19%	701,494	701,494	100.00%	28,543,791	Dec 31, 2023
SIRIOS CAPITAL MANAGEMENT L P	0.12%	3.71%	446,736	446,736	100.00%	18,177,688	Dec 31, 2023
RETIREMENT SYSTEMS OF ALABAMA	0.08%	0.05%	271,128	271,128	100.00%	11,032,198	Dec 31, 2023
TEXAS PERMANENT SCHOOL FUND CORP	0.05%	0.07%	186,981	186,981	100.00%	7,608,257	Dec 31, 2023
NATIXIS ADVISORS, L.P.	0.04%	0.02%	159,253	159,253	100.00%	6,480,000	Dec 31, 2023
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	0.04%	0.11%	147,522	147,522	100.00%	3,626,000	Dec 31, 2023
MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC	0.04%	0.06%	132,953	132,953	100.00%	5,409,858	Dec 31, 2023
NOMURA HOLDINGS INC	0.03%	0.01%	121,000	121,000	100.00%	4,923,490,000	Dec 31, 2023
PRANA CAPITAL MANAGEMENT, LP	0.03%	0.26%	108,023	108,023	100.00%	4,395,456	Dec 31, 2023
	0.03%	0.06%	104,500	104,500	100.00%	4,252,105	Dec 31, 2023
YOUSIF CAPITAL MANAGEMENT, LLC	0.03%	0.05%	103,313	103,313	100.00%	4,203,806	Dec 31, 2023
NOMURA HOLDINGS INC	0.03%	0.01%	93,706	93,706	100.00%	3,812,897,000	Dec 31, 2023
	0.02%	0.08%	76,896	76,896	100.00%	3,129,890	Dec 31, 2023
AEGON ASSET MANAGEMENT UK PLC	0.02%	0.04%	69,159	69,159	100.00%	2,814,000	Dec 31, 2023
OREGON PUBLIC EMPLOYEES RETIREMENT FUND	0.02%	0.04%	60,923	60,923	100.00%	2,478,957	Dec 31, 2023
LOUISIANA STATE EMPLOYEES RETIREMENT SYSTEM	0.02%	0.05%	60,800	60,800	100.00%	2,473,952	Dec 31, 2023
STATE OF MICHIGAN RETIREMENT SYSTEM	0.01%	0.01%	51,900	51,900	100.00%	2,111,811,000	Dec 31, 2023
DIVERSIFIED TRUST CO	0.01%	0.07%	51,847	51,847	100.00%	2,109,654,000	Dec 31, 2023
NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC	0.01%	0.05%	48,159	48,159	100.00%	1,959,590	Dec 31, 2023
AMERITAS INVESTMENT PARTNERS, INC.	0.01%	0.07%	48,084	48,084	100.00%	1,956,538	Dec 31, 2023
COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS	0.01%	0.01%	47,768	47,768	100.00%	1,943,680	Dec 31, 2023
NEW MEXICO EDUCATIONAL RETIREMENT BOARD	0.01%	0.07%	43,600	43,600	100.00%	1,774,000	Dec 31, 2023
MAN GROUP PLC	0.01%	0.00%	41,069	41,069	100.00%	1,671,098	Dec 31, 2023
FORA CAPITAL, LLC	0.01%	0.12%	35,381	35,381	100.00%	1,439,653	Dec 31, 2023
NEW YORK STATE TEACHERS RETIREMENT SYSTEM	0.01%	0.00%	33,146	33,146	100.00%	1,349,000	Dec 31, 2023
PACER ADVISORS, INC.	0.01%	0.00%	32,540	32,540	100.00%	1,324,053,000	Dec 31, 2023
FEDERATED HERMES, INC.	0.01%	0.00%	26,088	26,088	100.00%	1,061,521	Dec 31, 2023
STATE OF ALASKA, DEPARTMENT OF REVENUE	0.01%	0.01%	23,380	23,380	100.00%	951,000	Dec 31, 2023
FRIEDENTHAL FINANCIAL	0.01%	0.49%	18,551	18,551	100.00%	754,841	Dec 31, 2023
SECURIAN ASSET MANAGEMENT, INC	0.01%	0.02%	18,230	18,230	100.00%	741,779	Dec 31, 2023
	0.00%	0.07%	17,180	17,180	100.00%	699,054	Dec 31, 2023
OAK THISTLE LLC	0.00%	0.19%	16,113	16,113	100.00%	655,638,000	Dec 31, 2023
	0.00%	0.55%	14,947	14,947	100.00%	608,193	Dec 31, 2023
MIRAE ASSET GLOBAL INVESTMENTS CO., LTD.	0.00%	0.00%	14,680	14,680	100.00%	597,329	Dec 31, 2023
	0.00%	0.14%	13,446	13,446	100.00%	547,118	Dec 31, 2023
EDGESTREAM PARTNERS, L.P.	0.00%	0.04%	12,442	12,442	100.00%	506,265	Dec 31, 2023
STAMOS CAPITAL PARTNERS, L.P.	0.00%	0.13%	11,980	11,980	100.00%	487,466	Dec 31, 2023
	0.00%	0.00%	11,923	11,923	100.00%	485,139	Dec 31, 2023
PROSHARE ADVISORS LLC	0.00%	0.00%	11,386	11,386	100.00%	463,296	Dec 31, 2023
HAP TRADING, LLC	0.00%	0.01%	10,900	10,900	100.00%	46,755,000	Dec 31, 2023
LEVIN CAPITAL STRATEGIES, L.P.	0.00%	0.04%	10,000	10,000	100.00%	406,900	Dec 31, 2023
SHELTON CAPITAL MANAGEMENT	0.00%	0.01%	9,309	9,309	100.00%	378,783	Dec 31, 2023
DYNAMIC TECHNOLOGY LAB PRIVATE LTD	0.00%	0.04%	9,095	9,095	100.00%	370,000	Dec 31, 2023
MACHINA CAPITAL S.A.S.	0.00%	0.19%	7,255	7,255	100.00%	295,206	Dec 31, 2023
SLATESTONE WEALTH, LLC	0.00%	0.04%	7,029	7,029	100.00%	286,000	Dec 31, 2023
	0.00%	0.00%	6,778	6,778	100.00%	276,000	Dec 31, 2023
PARK AVENUE SECURITIES LLC	0.00%	0.00%	6,541	6,541	100.00%	266,000	Dec 31, 2023
NORTHEAST INVESTMENT MANAGEMENT	0.00%	0.01%	6,500	6,500	100.00%	264,485	Dec 31, 2023
PROFUND ADVISORS LLC	0.00%	0.01%	6,496	6,496	100.00%	264,322	Dec 31, 2023
DMC GROUP, LLC	0.00%	0.24%	6,304	6,304	100.00%	256,510	Dec 31, 2023
LANDSCAPE CAPITAL MANAGEMENT, L.L.C.	0.00%	0.02%	6,168	6,168	100.00%	250,976	Dec 31, 2023
CIBC WORLD MARKETS CORP	0.00%	0.00%	6,017	6,017	100.00%	244,831	Dec 31, 2023
DUALITY ADVISERS, LP	0.00%	0.03%	6,011	6,011	100.00%	244,588	Dec 31, 2023
PICTET NORTH AMERICA ADVISORS SA	0.00%	0.03%	5,950	5,950	100.00%	242,106	Dec 31, 2023
PRIVATE ADVISOR GROUP, LLC	0.00%	0.00%	5,914	5,914	100.00%	240,627	Dec 31, 2023
TWO SIGMA SECURITIES, LLC	0.00%	0.00%	5,694	5,694	100.00%	231,689,000	Dec 31, 2023
WILLIAMS JONES WEALTH MANAGEMENT, LLC.	0.00%	0.00%	5,620	5,620	100.00%	228,678	Dec 31, 2023
WESTBOURNE INVESTMENT ADVISORS, INC.	0.00%	0.09%	5,500	5,500	100.00%	224,000	Dec 31, 2023
DYNAMIC ADVISOR SOLUTIONS LLC	0.00%	0.01%	5,423	5,423	100.00%	213,287,000	Dec 31, 2023
WELLINGTON MANAGEMENT GROUP LLP	0.00%	-	5,224	5,224	100.00%	212,564	Dec 31, 2023
REGATTA CAPITAL GROUP, LLC	0.00%	0.06%	5,144	5,144	100.00%	209,310	Dec 31, 2023
MISSION WEALTH MANAGEMENT, LP	0.00%	0.01%	5,014	5,014	100.00%	204,020	Dec 31, 2023
INVESTMENT MANAGEMENT CORP OF ONTARIO	0.00%	0.01%	5,009	5,009	100.00%	203,816	Dec 31, 2023
SYMMETRY PARTNERS, LLC	0.00%	0.01%	4,972	4,972	100.00%	207,000	Dec 31, 2023
YHB INVESTMENT ADVISORS, INC.	0.00%	0.02%	4,965	4,965	100.00%	202,026	Dec 31, 2023
	0.00%	0.02%	1,382	1,382	100.00%	56,234	Dec 31, 2023
ADVISORY SERVICES NETWORK, LLC	0.00%	0.00%	1,168	1,168	100.00%	47,540	Dec 31, 2023
	0.00%	0.01%	941	941	100.00%	37,659	Dec 31, 2023
	0.00%	0.03%	722	722	100.00%	29,378	Dec 31, 2023
QUARRY LP	0.00%	0.00%	568	568	100.00%	23,112	Dec 31, 2023
TENNESSEE VALLEY ASSET MANAGEMENT PARTNERS	0.00%	0.00%	412	412	100.00%	16,757	Dec 31, 2023
	0.00%	0.00%	348	348	100.00%	14,160	Dec 31, 2023
NBT BANK N A /NY	0.00%	0.00%	266	266	100.00%	10,824	Dec 31, 2023
FARMERS & MERCHANTS TRUST CO OF CHAMBERSBURG PA	0.00%	0.01%	238	238	100.00%	10,000	Dec 31, 2023
	0.00%	0.00%	200	200	100.00%	8,138	Dec 31, 2023
	0.00%	0.01%	199	199	100.00%	8,097,000	Dec 31, 2023
	-	0.00%	140	140	100.00%	5,697,000	Dec 31, 2023
	-	0.00%	128	128	100.00%	4,668	Dec 31, 2023
HARBOUR INVESTMENTS, INC.	-	0.00%	123	123	100.00%	5,005	Dec 31, 2023
MOISAND FITZGERALD TAMAYO, LLC	-	0.00%	121	121	100.00%	619,000	Dec 31, 2023
KEY FINANCIAL INC	-	0.00%	112	112	100.00%	4,566	Dec 31, 2023
FARMERS & MERCHANTS INVESTMENTS INC	-	0.00%	80	80	100.00%	3,255,000	Dec 31, 2023
	-	0.00%	64	64	100.00%	2,605	Dec 31, 2023
BAYSTATE WEALTH MANAGEMENT LLC	-	0.00%	45	45	100.00%	1,831	Dec 31, 2023
AVION WEALTH	-	0.00%	38	38	100.00%	2,000	Dec 31, 2023
	-	0.00%	20	20	100.00%	814	Dec 31, 2023
CARMICHAEL HILL & ASSOCIATES, INC.	-	-	12	12	100.00%	62	Dec 31, 2023

Carlyle Group's largest new institutional shareholder by number of shares is NORGES BANK, purchased 3.21M shares, valued at $130.77M, as of undefined.

Institutional Sold Out

Name	% Total Shares	% Total Assets	Current Shares	Change Amount	Change %	Market Value	Date
SECURITY BENEFIT LIFE INSURANCE CO /KS/	-	-	-	-2,617,691	-100.00%	-	Dec 31, 2023
GHISALLO CAPITAL MANAGEMENT LLC	-	-	-	-650,000	-100.00%	-	Dec 31, 2023
MIZUHO MARKETS AMERICAS LLC	-	-	-	-552,989	-100.00%	-	Dec 31, 2023
RENAISSANCE TECHNOLOGIES LLC	-	-	-	-192,000	-100.00%	-	Dec 31, 2023
HRT FINANCIAL LP	-	-	-	-161,996	-100.00%	-	Dec 31, 2023
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND	-	-	-	-89,203	-100.00%	-	Dec 31, 2023
NATIXIS	-	-	-	-78,546	-100.00%	-	Dec 31, 2023
MIRABELLA FINANCIAL SERVICES LLP	-	-	-	-77,993	-100.00%	-	Dec 31, 2023
PROSPERA FINANCIAL SERVICES INC	-	-	-	-72,936	-100.00%	-	Dec 31, 2023
UBS GROUP AG	-	-	-	-41,832	-100.00%	-	Dec 31, 2023
D. E. SHAW & CO., INC.	-	-	-	-32,167	-100.00%	-	Dec 31, 2023
ALPS ADVISORS INC	-	-	-	-23,950	-100.00%	-	Dec 31, 2023
DIVIDEND ASSETS CAPITAL, LLC	-	-	-	-18,200	-100.00%	-	Dec 31, 2023
BRIDGEFRONT CAPITAL, LLC	-	-	-	-12,907	-100.00%	-	Dec 31, 2023
ASAHI LIFE ASSET MANAGEMENT CO., LTD.	-	-	-	-8,520	-100.00%	-	Dec 31, 2023
COLLECTIVE FAMILY OFFICE LLC	-	-	-	-8,350	-100.00%	-	Dec 31, 2023
CREATIVE PLANNING	-	-	-	-8,141	-100.00%	-	Dec 31, 2023
CENTIVA CAPITAL, LP	-	-	-	-7,643	-100.00%	-	Dec 31, 2023
ANCORA ADVISORS, LLC	-	-	-	-7,500	-100.00%	-	Dec 31, 2023
BANCO BILBAO VIZCAYA ARGENTARIA, S.A.	-	-	-	-7,042	-100.00%	-	Dec 31, 2023
CUTLER GROUP LLC / CA	-	-	-	-4,097	-100.00%	-	Dec 31, 2023
BANQUE CANTONALE VAUDOISE	-	-	-	-2,893	-100.00%	-	Dec 31, 2023
CARMEL CAPITAL PARTNERS, LLC	-	-	-	-2,847	-100.00%	-	Dec 31, 2023
CLEAR STREET MARKETS LLC	-	-	-	-1,652	-100.00%	-	Dec 31, 2023
OPTIMUM INVESTMENT ADVISORS	-	-	-	-400	-100.00%	-	Dec 31, 2023
GPS WEALTH STRATEGIES GROUP, LLC	-	-	-	-300	-100.00%	-	Dec 31, 2023
AM SQUARED LTD	-	-	-	-300	-100.00%	-	Dec 31, 2023
GHP INVESTMENT ADVISORS, INC.	-	-	-	-295	-100.00%	-	Dec 31, 2023
CREDIT AGRICOLE S A	-	-	-	-232	-100.00%	-	Dec 31, 2023
JOHNSON FINANCIAL GROUP, INC.	-	-	-	-167	-100.00%	-	Dec 31, 2023
CARY STREET PARTNERS INVESTMENT ADVISORY LLC	-	-	-	-100	-100.00%	-	Dec 31, 2023
VERSANT CAPITAL MANAGEMENT, INC	-	-	-	-43	-100.00%	-	Dec 31, 2023
VALLEY NATIONAL ADVISERS INC	-	-	-	-20	-100.00%	-	Dec 31, 2023
1832 ASSET MANAGEMENT L.P.	-	-	-	-20	-100.00%	-	Dec 31, 2023

Carlyle Group's largest sold out institutional shareholder by shares sold is SECURITY BENEFIT LIFE INSURANCE CO /KS/, sold -2.62M shares, valued at -, as of undefined.

Carlyle Group Mutual Fund Holders

Name	% Total Assets	Total Shares	Change Amount	Change %	Date
SIT MID CAP GROWTH FUND INC	3.53%	96,800	-	-	Sep 29, 2023
ALGER GLOBAL FOCUS FUND	3.26%	18,000	-	-	Oct 31, 2023
SIT MID CAP GROWTH FUND INC	3.13%	85,700	-	-	Sep 29, 2023
TAX-MANAGED GROWTH PORTFOLIO	1.36%	457,373	-	-	Dec 31, 2023
Vanguard Montgomery Funds	1.33%	115,451	-	-	Sep 30, 2023
BLACKROCK LARGE CAP FOCUS VALUE FUND, INC.	1.05%	1,090,330	-192,130	-14.98%	Sep 29, 2023
GOLDMAN SACHS VARIABLE INSURANCE TRUST	0.99%	133,681	-	-	Dec 31, 2023
DEUTSCHE DWS INVESTMENT TRUST	0.91%	243,751	-	-	Nov 30, 2023
CALDWELL & ORKIN FUNDS INC	0.89%	20,000	-	-	Oct 31, 2023
AGF Investments Trust	0.80%	-38,481	7,079	-15.54%	Sep 30, 2023
AEGIS FUNDS	0.71%	1,660,099	-	-	Sep 30, 2023
LMP CAPITAL & INCOME FUND INC.	0.69%	151,000	-	-	Nov 30, 2023
BLACKROCK MID-CAP VALUE SERIES, INC.	0.43%	388,190	91,060	30.65%	Oct 31, 2023
BLACKROCK EQUITY DIVIDEND FUND	0.40%	4,465,490	1,513,300	51.26%	Oct 31, 2023
OSI ETF Trust	0.39%	68,149	3,660	5.68%	Mar 31, 2022
AMERICAN CENTURY QUANTITATIVE EQUITY FUNDS, INC.	0.37%	725,900	493,400	212.22%	Sep 30, 2023
BlackRock Enhanced Equity Dividend Trust	0.33%	339,130	-36,570	-9.73%	Sep 30, 2023
BlackRock Advantage SMID Cap Fund, Inc.	0.31%	67,758	-	-	Sep 29, 2023
AMERICAN CENTURY QUANTITATIVE EQUITY FUNDS, INC.	0.30%	600,104	-	-	Sep 30, 2023
T. Rowe Price Equity Income Fund, Inc.	0.30%	1,210,000	-580,000	-32.40%	Sep 30, 2023
LMP CAPITAL & INCOME FUND INC.	0.29%	63,200	-	-	Nov 30, 2023
BARON INVESTMENT FUNDS TRUST (f/k/a BARON ASSET FUND)	0.29%	1,660,000	-10,000	-0.60%	Sep 30, 2023
Nuveen Core Equity Alpha Fund	0.28%	23,884	-	-	Sep 30, 2023
GROWTH FUND OF AMERICA	0.26%	6,758,771	-	-	Nov 30, 2023
WASHINGTON MUTUAL INVESTORS FUND	0.25%	4,732,160	-12,840	-0.27%	Oct 31, 2023
JOHN HANCOCK INVESTMENT TRUST II	0.22%	101,094	53,612	112.91%	Oct 31, 2023
360 Funds	0.22%	6,000	-	-	Nov 30, 2023
REYNOLDS FUNDS INC	0.19%	1,400	-	-	Dec 31, 2023
Primark Private Equity Investments Fund	0.18%	53,174	-29,853	-35.96%	Sep 30, 2023
SIT MUTUAL FUNDS INC	0.17%	51,800	-7,825	-13.12%	Sep 29, 2023
NUVEEN INVESTMENT TRUST	0.17%	68,176	24,633	56.57%	Sep 30, 2023
FIDELITY CAPITAL TRUST	0.15%	1,182,200	411,500	53.39%	Oct 31, 2023
M FUND INC	0.11%	42,406	4,683	12.41%	Sep 30, 2023
VANGUARD ADMIRAL FUNDS	0.11%	457,279	457,279	-	Nov 30, 2023
BBR ALO Fund, LLC	0.09%	280,762	-	-	Sep 30, 2023
Advantage Advisers Xanthus Fund, L.L.C.	0.09%	349,239	-	-	Sep 30, 2023
FRANKLIN FUND ALLOCATOR SERIES	0.08%	110,926	-	-	Oct 31, 2023
ALGER INSTITUTIONAL FUNDS	0.07%	21,536	-	-	Oct 31, 2023
Managed Portfolio Series	0.07%	1,000,000	-	-	Nov 30, 2023
BNY MELLON FUNDS TRUST	0.07%	5,000,000	-	-	Aug 31, 2023
Absolute Shares Trust	0.06%	23,069	-	-	Sep 30, 2023
Managed Portfolio Series	0.06%	870,666	-	-	Nov 30, 2023
NEUBERGER BERMAN ADVISERS MANAGEMENT TRUST	0.06%	100,000	-	-	Dec 31, 2023
	0.06%	6,750	-	-	Oct 31, 2023
BNY MELLON FUNDS TRUST	0.05%	4,000,000	-	-	Aug 31, 2023
Engine No. 1 ETF Trust	0.05%	3,182	261	8.94%	Oct 31, 2023
VANGUARD INDEX FUNDS	0.05%	20,567,936	-1,413,811	-6.43%	Sep 30, 2023
ALGER FUNDS II	0.04%	23,077	-	-	Oct 31, 2023
Calvert Responsible Index Series, Inc.	0.04%	74,714	-24	-0.03%	Sep 30, 2023
PRUDENTIAL INVESTMENT PORTFOLIOS, INC. 10	0.04%	15,300	3,400	28.57%	Oct 31, 2023
Weiss Strategic Interval Fund	0.04%	129,534	129,534	-	Sep 30, 2022
Humankind Benefit Corp	0.04%	756	-71	-8.59%	Sep 30, 2023
Pioneer Series Trust VI	0.04%	214,562	-	-	Oct 31, 2023
T. Rowe Price Equity Series, Inc.	0.03%	51,600	-25,600	-33.16%	Sep 30, 2023
SPIRIT OF AMERICA INVESTMENT FUND INC	0.03%	6,050	-	-	Nov 30, 2023
SIT MUTUAL FUNDS INC	0.03%	10,525	-	-	Sep 29, 2023
INCOME FUND OF AMERICA	0.03%	13,610,386	-	-	Oct 31, 2023
ANCORA TRUST	0.03%	7,500	-	-	Sep 30, 2023
AIM EQUITY FUNDS (INVESCO EQUITY FUNDS)	0.03%	468,000	-	-	Oct 31, 2023
HENNESSY FUNDS TRUST	0.03%	59,500	-	-	Oct 31, 2023
First Trust Intermediate Duration Preferred & Income Fund	0.03%	476,799	-	-	Oct 31, 2023
Trust for Advised Portfolios	0.03%	527,900	-	-	Sep 30, 2023
FIDELITY COMMONWEALTH TRUST	0.03%	72,889	117	0.16%	Nov 30, 2023
FIRST TRUST EXCHANGE-TRADED FUND	0.03%	322,137	-59,276	-15.54%	Sep 29, 2023
ETF Series Solutions	0.03%	456,648	-	-	Nov 30, 2023
ALGER PORTFOLIOS	0.03%	7,820	-	-	Sep 30, 2023
DELAWARE GROUP EQUITY FUNDS IV	0.03%	27,107	-	-	Sep 29, 2023
TRI-CONTINENTAL CORP	0.03%	140,000	-	-	Sep 30, 2023
VANGUARD FENWAY FUNDS	0.03%	623,722	-	-	Sep 30, 2023
ALPS Variable Investment Trust	0.02%	6,950	-5,950	-46.12%	Sep 30, 2023
Brown Advisory Funds	0.02%	946,690	7,780	0.83%	Sep 30, 2023
ALGER FUNDS	0.02%	28,838	-	-	Oct 31, 2023
FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND	0.02%	99,477	-373,192	-78.95%	Oct 31, 2023
TIAA SEPARATE ACCOUNT VA 1	0.02%	5,682	-	-	Sep 30, 2023
FIDELITY DEVONSHIRE TRUST	0.02%	324,932	-	-	Oct 31, 2023
WILLIAM BLAIR FUNDS	0.02%	1,978,941	389,556	24.51%	Dec 31, 2023
Collaborative Investment Series Trust	0.02%	9,221	-	-	Sep 30, 2023
VARIABLE INSURANCE PRODUCTS FUND IV	0.02%	50,900	-4,800	-8.62%	Sep 30, 2023
Nuveen S&P 500 Dynamic Overwrite Fund	0.02%	1,778	-	-	Sep 30, 2023
DEUTSCHE DWS VARIABLE SERIES I	0.02%	6,492	-	-	Sep 30, 2023
Calvert Variable Products, Inc.	0.02%	48,084	48,084	-	Dec 31, 2023
AMERICAN CENTURY VARIABLE PORTFOLIOS INC	0.02%	44,946	-	-	Sep 30, 2023
John Hancock Exchange-Traded Fund Trust	0.02%	98,960	22,167	28.87%	Oct 31, 2023
Adviser Managed Trust	0.02%	1,241	-	-	Oct 31, 2023
Nushares ETF Trust	0.02%	118,418	-	-	Oct 31, 2023
FIDELITY ADVISOR SERIES VII	0.02%	134,900	-13,000	-8.79%	Oct 31, 2023
FINANCIAL INVESTORS TRUST	0.02%	1,199,247	-163,930	-12.03%	Oct 31, 2023
FIRST TRUST SERIES FUND	0.01%	54,191	-	-	Oct 31, 2023
ROYCE FUND	0.01%	97,205	-	-	Sep 30, 2023
TIMOTHY PLAN	0.01%	47,431	-	-	Sep 30, 2023
JOHN HANCOCK TAX-ADVANTAGED DIVIDEND INCOME FUND	0.01%	69,424	69,424	-	Oct 31, 2023
VANGUARD WHITEHALL FUNDS	0.01%	954,341	5,318	0.56%	Oct 31, 2023
FIDELITY CONCORD STREET TRUST	0.01%	2,043,610	1,908,732	1415.15%	Nov 30, 2023
Forethought Variable Insurance Trust	0.01%	41,976	-	-	Sep 29, 2023
VANGUARD HORIZON FUNDS	0.01%	171,955	-22,883	-11.74%	Sep 30, 2023
JOHN HANCOCK PREMIUM DIVIDEND FUND	0.01%	56,950	56,950	-	Oct 31, 2023
NB Crossroads Private Markets Access Fund LLC	0.01%	60,734	-	-	Sep 30, 2023
FIDELITY SELECT PORTFOLIOS	0.01%	438,200	-37,500	-7.88%	Nov 30, 2023
JOHN HANCOCK PREFERRED INCOME FUND III	0.01%	42,454	42,454	-	Oct 31, 2023
JOHN HANCOCK PREFERRED INCOME FUND II	0.01%	31,825	31,825	-	Oct 31, 2023

Carlyle Group's largest mutual fund holder by % of total assets is "SIT MID CAP GROWTH FUND INC", owning 96.80K shares, compromising 3.53% of its total assets.

Carlyle Group Institutional Ownership Trends

Institutional Holdings Trend

Date	Holdings	Change %
31 Dec, 23	475	12.29%
30 Sep, 23	423	3.17%
30 Jun, 23	410	-5.75%
31 Mar, 23	435	-
31 Dec, 22	435	3.57%
30 Sep, 22	420	-5.83%
30 Jun, 22	446	-8.23%
31 Mar, 22	486	4.52%
31 Dec, 21	465	15.67%
30 Sep, 21	402	14.86%
30 Jun, 21	350	8.70%
31 Mar, 21	322	6.98%
31 Dec, 20	301	9.85%
30 Sep, 20	274	6.20%
30 Jun, 20	258	25.24%
31 Mar, 20	206	692.31%
31 Dec, 19	26	1200.00%
30 Sep, 19	2	-
30 Jun, 19	2	-
31 Mar, 19	2	-

As of 31 Dec 23, 475 institutions are holding Carlyle Group's shares, representing an increase of 12.29% compared to the previous quarter.

Shares Outstanding Trend

Date	Shares Outstanding	Change %
31 Dec, 23	212,819,631	5.61%
30 Sep, 23	201,510,379	0.27%
30 Jun, 23	200,960,707	2.38%
31 Mar, 23	196,296,457	-1.94%
31 Dec, 22	200,173,864	3.00%
30 Sep, 22	194,350,504	1.89%
30 Jun, 22	190,747,332	1.25%
31 Mar, 22	188,387,727	5.73%
31 Dec, 21	178,186,027	4.24%
30 Sep, 21	170,935,057	21.58%
30 Jun, 21	140,589,907	9.88%
31 Mar, 21	127,950,825	4.55%
31 Dec, 20	122,377,374	7.04%
30 Sep, 20	114,331,249	2.25%
30 Jun, 20	111,813,996	42.10%
31 Mar, 20	78,685,957	3713.01%
31 Dec, 19	2,063,619	61611.09%
30 Sep, 19	3,344	-10.52%
30 Jun, 19	3,737	0.08%
31 Mar, 19	3,734	-

Carlyle Group (CG) has 212.82M shares outstanding as of 31 Dec 23, up 5.61% compared to the previous quarter.

Institutional Ownership Trend

Date	Ownership %	Change %
31 Dec, 23	59.02%	1.90%
30 Sep, 23	55.78%	1.82%
30 Jun, 23	55.37%	1.89%
31 Mar, 23	54.08%	1.76%
31 Dec, 22	55.41%	1.93%
30 Sep, 22	53.56%	1.92%
30 Jun, 22	52.77%	1.90%
31 Mar, 22	52.68%	2.09%
31 Dec, 21	50.16%	2.18%
30 Sep, 21	48.02%	3.05%
30 Jun, 21	39.66%	3.04%
31 Mar, 21	36.12%	2.98%
31 Dec, 20	34.81%	3.29%
30 Sep, 20	32.52%	3.16%
30 Jun, 20	32.08%	6.28%
31 Mar, 20	22.60%	6434.37%
31 Dec, 19	0.59%	61711090.00%
30 Sep, 19	0.00%	81345.45%
30 Jun, 19	0.00%	90981.82%
31 Mar, 19	0.00%	-

As of 31 Dec 23, Carlyle Group is held by 59.02% institutional shareholders, representing a 1.90% growth compared to 30 Sep 23.

Institutional Increased Positions Trend

Date	Increased Positions	Change %
31 Dec, 23	248	28.50%
30 Sep, 23	193	4.89%
30 Jun, 23	184	-11.96%
31 Mar, 23	209	-15.73%
31 Dec, 22	248	8.30%
30 Sep, 22	229	-10.89%
30 Jun, 22	257	-9.82%
31 Mar, 22	285	10.89%
31 Dec, 21	257	14.73%
30 Sep, 21	224	19.15%
30 Jun, 21	188	28.77%
31 Mar, 21	146	-9.32%
31 Dec, 20	161	21.05%
30 Sep, 20	133	-12.50%
30 Jun, 20	152	-17.39%
31 Mar, 20	184	636.00%
31 Dec, 19	25	-
30 Sep, 19	-	-100.00%
30 Jun, 19	1	-50.00%
31 Mar, 19	2	-

248 institutional shareholders have increased their position in CG stock as of 31 Dec 23 compared to 193 in the previous quarter (a 28.50% increase).

Institutional Reduced Positions Trend

Date	Reduced Positions	Change %
31 Dec, 23	153	11.68%
30 Sep, 23	137	-
30 Jun, 23	137	-11.04%
31 Mar, 23	154	28.33%
31 Dec, 22	120	-5.51%
30 Sep, 22	127	-1.55%
30 Jun, 22	129	1.57%
31 Mar, 22	127	-
31 Dec, 21	127	29.59%
30 Sep, 21	98	10.11%
30 Jun, 21	89	-19.09%
31 Mar, 21	110	23.60%
31 Dec, 20	89	5.95%
30 Sep, 20	84	42.37%
30 Jun, 20	59	1375.00%
31 Mar, 20	4	-
31 Dec, 19	-	-100.00%
30 Sep, 19	1	-
30 Jun, 19	-	-
31 Mar, 19	-	-

153 institutional shareholders have reduced their position in CG stock as of 31 Dec 23 compared to 137 in the previous quarter (a 11.68% increase).

All Institutional Ownership Trend Data

Date	Holdings	Change %	Shares Outstanding	Change %	Ownership %	Change %	Increased Positions	Change %	Reduced Positions	Change %
31 Dec, 23	475	12.29%	212,819,631	5.61%	59.02%	1.90%	248	28.50%	153	11.68%
30 Sep, 23	423	3.17%	201,510,379	0.27%	55.78%	1.82%	193	4.89%	137	-
30 Jun, 23	410	-5.75%	200,960,707	2.38%	55.37%	1.89%	184	-11.96%	137	-11.04%
31 Mar, 23	435	-	196,296,457	-1.94%	54.08%	1.76%	209	-15.73%	154	28.33%
31 Dec, 22	435	3.57%	200,173,864	3.00%	55.41%	1.93%	248	8.30%	120	-5.51%
30 Sep, 22	420	-5.83%	194,350,504	1.89%	53.56%	1.92%	229	-10.89%	127	-1.55%
30 Jun, 22	446	-8.23%	190,747,332	1.25%	52.77%	1.90%	257	-9.82%	129	1.57%
31 Mar, 22	486	4.52%	188,387,727	5.73%	52.68%	2.09%	285	10.89%	127	-
31 Dec, 21	465	15.67%	178,186,027	4.24%	50.16%	2.18%	257	14.73%	127	29.59%
30 Sep, 21	402	14.86%	170,935,057	21.58%	48.02%	3.05%	224	19.15%	98	10.11%
30 Jun, 21	350	8.70%	140,589,907	9.88%	39.66%	3.04%	188	28.77%	89	-19.09%
31 Mar, 21	322	6.98%	127,950,825	4.55%	36.12%	2.98%	146	-9.32%	110	23.60%
31 Dec, 20	301	9.85%	122,377,374	7.04%	34.81%	3.29%	161	21.05%	89	5.95%
30 Sep, 20	274	6.20%	114,331,249	2.25%	32.52%	3.16%	133	-12.50%	84	42.37%
30 Jun, 20	258	25.24%	111,813,996	42.10%	32.08%	6.28%	152	-17.39%	59	1375.00%
31 Mar, 20	206	692.31%	78,685,957	3713.01%	22.60%	6434.37%	184	636.00%	4	-
31 Dec, 19	26	1200.00%	2,063,619	61611.09%	0.59%	61711090.00%	25	-	-	-100.00%
30 Sep, 19	2	-	3,344	-10.52%	0.00%	81345.45%	-	-100.00%	1	-
30 Jun, 19	2	-	3,737	0.08%	0.00%	90981.82%	1	-50.00%	-	-
31 Mar, 19	2	-	3,734	-	0.00%	-	2	-	-	-

Carlyle Group Insider Shareholders Trades

Open Market Insider Trades

Date	Name	Relation	Role	Transaction	Buy/Sell	Shares	Price	Value	Shares Held	Source
Dec 19, 2023	SCHWARTZ HARVEY M	director, officer	Chief Executive Officer	S-Sale	Sell	295,358	$41.74	$12.33M	6,768,046
Dec 19, 2023	SCHWARTZ HARVEY M	director, officer	Chief Executive Officer	S-Sale	Sell	295,358	$41.74	$12.33M	6,768,046

Open Market Insider Buys

Date	Name	Relation	Role	Transaction	Buy/Sell	Shares	Price	Value	Shares Held	Source

Insider Sells

Date	Name	Relation	Role	Transaction	Buy/Sell	Shares	Price	Value	Shares Held
Feb 08, 2024	Ferguson Jeffrey W.	officer	General Counsel	F-InKind	Sell	16,444	$40.31	$662.86K	1,309,649
Feb 08, 2024	Finn Christopher	officer	Chief Operating Officer	F-InKind	Sell	29,987	$40.31	$1.21M	1,914,114
Feb 05, 2024	Ferguson Jeffrey W.	officer	General Counsel	F-InKind	Sell	6,976	$40.02	$279.18K	1,175,915
Feb 05, 2024	Finn Christopher	officer	Chief Operating Officer	F-InKind	Sell	11,181	$40.02	$447.46K	944,406
Dec 19, 2023	SCHWARTZ HARVEY M	director, officer	Chief Executive Officer	S-Sale	Sell	295,358	$41.74	$12.33M	6,768,046
Dec 19, 2023	SCHWARTZ HARVEY M	director, officer	Chief Executive Officer	S-Sale	Sell	295,358	$41.74	$12.33M	6,768,046

All Insider Owners Trades

Date	Name	Relation	Role	Transaction	Buy/Sell	Shares	Price	Value	Shares Held
Feb 16, 2024	SCHWARTZ HARVEY M	director, officer	Chief Executive Officer	A-Award	Buy	731,351	-	-	7,499,397
Feb 08, 2024	Ferguson Jeffrey W.	officer	General Counsel	A-Award	Buy	36,460	-	-	1,326,093
Feb 08, 2024	Ferguson Jeffrey W.	officer	General Counsel	F-InKind	Sell	16,444	$40.31	$662.86K	1,309,649
Feb 08, 2024	Ferguson Jeffrey W.	officer	General Counsel	A-Award	Buy	6,268	-	-	1,289,633
Feb 08, 2024	Ferguson Jeffrey W.	officer	General Counsel	A-Award	Buy	107,450	-	-	1,283,365
Feb 08, 2024	Redett John C.	officer	Chief Financial Officer	A-Award	Buy	501,003	-	-	977,351
Feb 08, 2024	Redett John C.	officer	Chief Financial Officer	A-Award	Buy	8,955	-	-	476,348
Feb 08, 2024	Redett John C.	officer	Chief Financial Officer	A-Award	Buy	429,800	-	-	467,393
Feb 08, 2024	Andrews Charles Elliott Jr.	officer	Chief Accounting Officer	A-Award	Buy	37,576	-	-	144,708
Feb 08, 2024	Andrews Charles Elliott Jr.	officer	Chief Accounting Officer	A-Award	Buy	4,478	-	-	107,132
Feb 08, 2024	Andrews Charles Elliott Jr.	officer	Chief Accounting Officer	A-Award	Buy	17,909	-	-	102,654
Feb 08, 2024	Finn Christopher	officer	Chief Operating Officer	A-Award	Buy	59,937	-	-	1,944,101
Feb 08, 2024	Finn Christopher	officer	Chief Operating Officer	F-InKind	Sell	29,987	$40.31	$1.21M	1,914,114
Feb 08, 2024	Finn Christopher	officer	Chief Operating Officer	A-Award	Buy	501,003	-	-	1,884,164
Feb 08, 2024	Finn Christopher	officer	Chief Operating Officer	A-Award	Buy	8,955	-	-	1,383,161
Feb 08, 2024	Finn Christopher	officer	Chief Operating Officer	A-Award	Buy	429,800	-	-	1,374,206
Feb 05, 2024	Ferguson Jeffrey W.	officer	General Counsel	F-InKind	Sell	6,976	$40.02	$279.18K	1,175,915
Feb 05, 2024	Finn Christopher	officer	Chief Operating Officer	F-InKind	Sell	11,181	$40.02	$447.46K	944,406
Dec 19, 2023	SCHWARTZ HARVEY M	director, officer	Chief Executive Officer	S-Sale	Sell	295,358	$41.74	$12.33M	6,768,046
Dec 19, 2023	SCHWARTZ HARVEY M	director, officer	Chief Executive Officer	S-Sale	Sell	295,358	$41.74	$12.33M	6,768,046

The last insider sell of Carlyle Group's stock was made by Ferguson Jeffrey W. on Feb 08 2024, selling 16,444 shares at $40.31 per share (valued at $662.86K).

Carlyle Group Insider Ownership Trends

All Insider Trades Trend

Date	Buy	Sell	Buy/Sell Ratio
Q1 2024	14	4	350.00%
Q4 2023	2	4	50.00%
Q3 2023	10	10	100.00%
Q2 2023	20	-	-
Q1 2023	26	16	162.50%
Q4 2022	1	-	-
Q3 2022	1	5	20.00%
Q2 2022	10	1	1000.00%
Q1 2022	14	10	140.00%
Q4 2021	1	7	14.29%
Q3 2021	20	74	27.03%
Q2 2021	17	29	58.62%
Q1 2021	13	13	100.00%
Q4 2020	3	9	33.33%
Q3 2020	2	16	12.50%
Q2 2020	9	7	128.57%
Q1 2020	24	25	96.00%
Q4 2019	2	1	200.00%
Q3 2019	1	7	14.29%
Q2 2019	7	1	700.00%

14 total buy trades, and 4 total sell trades (buy/sell ratio of 3.50%) were made by Carlyle Group's insiders, as of Q1 2024.

Open Market Insider Trades Trend

Date	Buy	Sell	Buy/Sell Ratio
Q1 2024	-	-	-
Q4 2023	-	2	-
Q3 2023	8	10	80.00%
Q2 2023	-	-	-
Q1 2023	-	16	-
Q4 2022	-	-	-
Q3 2022	-	5	-
Q2 2022	-	1	-
Q1 2022	-	10	-
Q4 2021	-	4	-
Q3 2021	-	53	-
Q2 2021	-	19	-
Q1 2021	-	8	-
Q4 2020	-	5	-
Q3 2020	-	10	-
Q2 2020	-	3	-
Q1 2020	-	4	-
Q4 2019	-	-	-
Q3 2019	-	6	-
Q2 2019	-	1	-

As of Q1 2024, Insider owners conducted 0 open market buy trades and 0 open market sell trades of Carlyle Group's stocks.

Carlyle Group Peer Ownership

Ticker	Company
TPVG	TriplePoint Venture Growth BDC Corp.
APO	Apollo Global Management, Inc.
NMFC	New Mountain Finance Corporation
OWL	Blue Owl Capital Inc.
TSLX	Sixth Street Specialty Lending, Inc.
BLK	BlackRock, Inc.
GBDC	Golub Capital BDC, Inc.
ARES	Ares Management Corporation
KKR	KKR & Co. Inc.
TCPC	BlackRock TCP Capital Corp.
HLNE	Hamilton Lane Incorporated
BX	Blackstone Inc.

CG Ownership FAQ

Who Owns Carlyle Group?

Carlyle Group is owned by institutional shareholders (59.02%), insiders (27.48%), and public (13.49%). The largest institutional shareholder of Carlyle Group is BLACKROCK INC. (8.64% of total shares) and the top mutual fund owner is SIT MID CAP GROWTH FUND INC (3.53% of total shares).

Who are the major institutional shareholders of Carlyle Group?

Carlyle Group's major institutional shareholders are BLACKROCK INC., VANGUARD GROUP INC, CAPITAL WORLD INVESTORS, MORGAN STANLEY, and WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC. The top five shareholders own together 27.45% of the company's share outstanding.

How many Carlyle Group shareholders are there?

As of Dec 2023, there are 475 institutional shareholders of Carlyle Group.

What percentage of Carlyle Group is owned by BLACKROCK INC?

BLACKROCK INC owns 31.16M shares of Carlyle Group, representing 8.64% of the company's total shares outstanding, valued at $1.27B (as of Dec 2023).

What percentage of Carlyle Group is owned by VANGUARD GROUP INC?

As of Dec 2023, VANGUARD GROUP INC holds 24.88M shares of Carlyle Group (CG), compromising 6.90% of the company, valued at $1.01B.

What percentage of Carlyle Group is owned by CAPITAL WORLD INVESTORS?

CAPITAL WORLD INVESTORS is the third largest holder of Carlyle Group. The company owns 19.97M of the company's shares outstanding (worth $812.71M).