Carlyle Group Ownership | Who Owns Carlyle Group?

Overview Forecast RevenueFinancials Chart Transcripts

Carlyle Group Ownership Summary

Carlyle Group is owned by 61.29% institutional investors, 26.54% insiders, and 12.16% retail investors. Blackrock funding, inc. /de is the largest institutional shareholder, holding 8.90% of CG shares. American Funds Income Fd of Amer A is the top mutual fund, with 3.15% of its assets in Carlyle Group shares.

CG Ownership Benchmark

Type	Name	% Inst	% Insiders	% Retail
Stock	Carlyle Group	61.29%	26.54%	12.16%
Sector	Financial Services Stocks	736.16%	13.84%	-650.00%
Industry	Asset Management Stocks	45.26%	11.02%	43.73%

Institutional Shareholders

Top Institutional Shareholders by Total Shares

Holder	Shares	% Holding	Value
Blackrock funding, inc. /de	31.98M	8.90%	$1.35B
Vanguard group	26.37M	7.32%	$1.56B
Blackrock	22.71M	6.29%	$911.70M
Harris associates l p	17.66M	4.92%	$743.73M
Capital world investors	11.81M	3.29%	$497.48M
Vanguard capital management	11.46M	3.19%	$482.77M
Morgan stanley	9.99M	2.78%	$420.82M
State street	9.89M	2.75%	$416.55M
Massachusetts financial services co /ma/	7.74M	2.15%	$328.58M
Alkeon capital management	5.94M	1.65%	$250.19M

Top Institutional Shareholders by % of Total Assets

Holder	Shares	% Assets	Value
Meketa investment group inc /adv	28.40K	5.67%	$1.68M
Meketa capital	47.35K	5.36%	$2.39M
Algebris (uk)	1.92M	5.32%	$80.73M
Azora capital lp	1.08M	3.13%	$67.47M
Smh capital advisors	18.63K	3.07%	$784.37K
Gator capital management	282.43K	2.50%	$11.89M
Phase 2 partners	63.89K	2.42%	$3.23M
Ariel investments	4.55M	1.91%	$191.55M
Kerusso capital management	99.67K	1.53%	$4.20M
Allen mooney & barnes investment advisors	238.50K	1.53%	$10.04M

Top Buyers

Holder	Shares	% Assets	Change
Norges bank	3.65M	0.02%	3.65M
Amundi	3.41M	0.03%	2.75M
Point72 asset management	2.18M	0.10%	1.98M
Royal bank of canada	2.03M	0.01%	1.15M
Sixth street partners management company	1.14M	0.01%	1.14M

Top Sellers

Holder	Shares	% Assets	Change
Millennium management	178.46K	0.00%	-6.62M
Capital world investors	11.81M	0.06%	-6.01M
Boston partners	-	-	-5.53M
Vulcan value partners	-	-	-5.18M
Capital investors	-	-	-1.71M

New Positions

Holder	Shares	% Assets	Change	Value
Norges bank	3.65M	0.02%	3.65M	$153.55M
Sixth street partners management company	1.14M	0.01%	1.14M	$48.04M
Moore capital management, lp	670.08K	0.58%	670.08K	$42.01M
Walleye trading	190.14K	0.01%	190.14K	$8.01M
Caption management	114.03K	0.02%	114.03K	$4.80M

Sold Out

Holder	Change
Clear point advisors	-1.00
Stephens consulting	-1.00
Curio wealth	-1.00
Nelson, van denburg & campbell wealth management group	-2.00
Eastern bank	-3.00

Institutional Ownership Trends

Date	Holdings	Change %	Shares	Change %	Ownership	Change %	Increased Position	Change %	Decreased Position	Change %
Jun 30, 2026	609	-3.64%	220,168,820	0.55%	61	1.65%	295	-5.14%	197	1.03%
Mar 31, 2026	424	-34.37%	121,025,854	-47.16%	33	0.83%	203	-26.71%	130	-43.97%
Dec 31, 2025	467	-29.35%	175,321,732	-23.02%	48	1.22%	192	-44.67%	173	-7.49%
Sep 30, 2025	636	9.28%	226,820,898	4.50%	62	1.74%	334	2.14%	178	4.71%
Jun 30, 2025	582	6.99%	229,408,182	1.98%	63	1.63%	324	18.25%	170	2.41%

Top Mutual Funds Shareholders

Holder	Shares	% Holding	Change
American Funds Income Fd of Amer A	11.35M	3.15%	-
American Funds Income Fund of Amer A	11.35M	3.14%	-3.08M
iShares Core S&P Mid-Cap ETF	8.90M	2.47%	274.00
Vanguard MStar Total Stk Mkt Idx Invest	8.03M	2.27%	24.59K
Vanguard Total Stock Mkt Idx Inv	8.00M	2.22%	-44.44K
Vanguard Morn Total Stk Mkt Idx Investor	8.00M	2.22%	-44.44K
Vanguard US Total Market Shares ETF	7.32M	2.03%	-115.87K
Oakmark Investor	7.16M	1.99%	446.00K
Vanguard Small Cap Index	5.79M	1.64%	12.65K
Capital Group Wash Mutual Invtrs Comp	5.52M	1.54%	821.39K

Recent Insider Transactions

Date	Name	Role	Activity	Value
Mar 19, 2026	Rubenstein David M.	-	Sell	$23.34M
Dec 10, 2025	Rubenstein David M.	-	Sell	$35.34M
Aug 12, 2025	Ferguson Jeffrey W.	General Counsel	Sell	$10.24M
Aug 12, 2025	Ferguson Jeffrey W.	General Counsel	Sell	$925.40K
Aug 12, 2025	Ferguson Jeffrey W.	General Counsel	Sell	$1.85M

Insider Transactions Trends

Date	Buy	Sell
2026 Q2	-	-
2026 Q1	-	1
2025 Q4	-	1
2025 Q3	-	4
2025 Q2	-	-

CG Ownership FAQ

Who Owns Carlyle Group?

Carlyle Group shareholders are primarily institutional investors at 61.29%, followed by 26.54% insiders and 12.17% retail investors. The average institutional ownership in Carlyle Group's industry, Asset Management Stocks, is 45.26%, which Carlyle Group exceeds.

Who owns the most shares of Carlyle Group?

Carlyle Group’s largest shareholders are Blackrock funding, inc. /de (31.98M shares, 8.90%), Vanguard group (26.37M shares, 7.32%), and Blackrock (22.71M shares, 6.29%). Together, they hold 22.52% 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 investment group inc /adv is Carlyle Group’s biggest shareholder by percentage of total assets invested, with 5.67% of its assets in 28.4K Carlyle Group shares, valued at 1.68M$.

Who is the top mutual fund holder of Carlyle Group shares?

American Funds Income Fd of Amer A is the top mutual fund holder of Carlyle Group shares, with 3.15% of its total shares outstanding invested in 11.35M Carlyle Group shares.

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