Carlyle Group Ownership 2024 | Who Owns Carlyle Group Now?
Institutional Ownership
11.47%
Insider Ownership
27.76%
Retail Ownership
60.77%
Institutional Holders
265.00
Carlyle Group Institutional Shareholders
Institutional Shareholders by % of Total Shares
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| VANGUARD GROUP INC | 6.47% | 0.02% | 23,337,147 | 3,731 | 0.02% | 936,986,452 | Jun 30, 2024 |
| BLACKROCK INC. | 6.29% | 0.02% | 22,707,434 | -661,808 | -2.83% | 911,703,466 | Jun 30, 2024 |
| CAPITAL WORLD INVESTORS | 5.55% | 0.13% | 20,044,821 | -8,191 | -0.04% | 804,799,563 | Jun 30, 2024 |
| MORGAN STANLEY | 3.56% | 0.04% | 12,855,796 | -394,170 | -2.97% | 516,160,309 | Jun 30, 2024 |
| WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC | 3.20% | 1.22% | 11,545,457 | -273,946 | -2.32% | 463,550,080 | Jun 30, 2024 |
| ALKEON CAPITAL MANAGEMENT LLC | 2.28% | 0.54% | 8,246,041 | -400,000 | -4.63% | 331,078,546 | Jun 30, 2024 |
| STATE STREET CORP | 2.14% | 0.01% | 7,710,599 | -361,509 | -4.48% | 309,580,550,000 | Jun 30, 2024 |
| VULCAN VALUE PARTNERS, LLC | 2.08% | 4.26% | 7,495,229 | -297,399 | -3.82% | 300,767,000 | Jun 30, 2024 |
| BOSTON PARTNERS | 1.41% | 0.25% | 5,099,928 | 2,773,635 | 119.23% | 204,798,209 | Jun 30, 2024 |
| ARIEL INVESTMENTS, LLC | 1.37% | 2.15% | 4,937,725 | 54,805 | 1.12% | 198,249,659 | Jun 30, 2024 |
| BEUTEL, GOODMAN & CO LTD. | 1.20% | 0.92% | 4,332,629 | 15,810 | 0.37% | 173,955,000 | Jun 30, 2024 |
| LEGAL & GENERAL GROUP PLC | 1.10% | 0.04% | 3,984,269 | -193,377 | -4.63% | 159,968,435 | Jun 30, 2024 |
| GEODE CAPITAL MANAGEMENT, LLC | 1.09% | 0.01% | 3,920,901 | 139,639 | 3.69% | 157,150,262 | Jun 30, 2024 |
| AMERIPRISE FINANCIAL INC | 0.78% | 0.03% | 2,818,804 | -238,936 | -7.81% | 113,174,978 | Jun 30, 2024 |
| BANK OF NEW YORK MELLON CORP | 0.76% | 0.02% | 2,727,870 | 55,662 | 2.08% | 109,523,995 | Jun 30, 2024 |
| CAPITAL INTERNATIONAL INVESTORS | 0.67% | 0.02% | 2,409,989 | -627,970 | -20.67% | 96,761,058 | Jun 30, 2024 |
| FMR LLC | 0.65% | 0.01% | 2,344,237 | -147,353 | -5.91% | 94,121,111 | Jun 30, 2024 |
| DIMENSIONAL FUND ADVISORS LP | 0.63% | 0.02% | 2,266,595 | 137,541 | 6.46% | 90,998,713 | Jun 30, 2024 |
| ARGENT CAPITAL MANAGEMENT LLC | 0.57% | 2.44% | 2,069,748 | -15,003 | -0.72% | 83,100,392 | Jun 30, 2024 |
| BAMCO INC /NY/ | 0.54% | 0.22% | 1,942,253 | -2,149 | -0.11% | 77,981,458 | Jun 30, 2024 |
Carlyle Group's largest institutional shareholder is VANGUARD GROUP INC, holding 6.47% of the company's total share outstanding, currently valued at $936.99M. The top 10 institutional shareholders own together 34.35% 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 | 2.08% | 4.26% | 7,495,229 | -297,399 | -3.82% | 300,767,000 | Jun 30, 2024 |
| SIRIOS CAPITAL MANAGEMENT L P | 0.14% | 3.60% | 515,058 | 58,261 | 12.75% | 20,679,579 | Jun 30, 2024 |
| GATOR CAPITAL MANAGEMENT, LLC | 0.04% | 3.31% | 162,300 | -3,500 | -2.11% | 6,516,345 | Jun 30, 2024 |
| ALGEBRIS (UK) LTD | 0.07% | 2.98% | 246,922 | 246,922 | 100.00% | 9,253,237 | Jun 30, 2024 |
| DAVIS ASSET MANAGEMENT, L.P. | 0.42% | 2.70% | 1,500,000 | - | - | 60,225,000 | Jun 30, 2024 |
| ARGENT CAPITAL MANAGEMENT LLC | 0.57% | 2.44% | 2,069,748 | -15,003 | -0.72% | 83,100,392 | Jun 30, 2024 |
| SARGENT INVESTMENT GROUP, LLC | 0.08% | 2.29% | 279,953 | -10,282 | -3.54% | 11,240,113 | Jun 30, 2024 |
| ARIEL INVESTMENTS, LLC | 1.37% | 2.15% | 4,937,725 | 54,805 | 1.12% | 198,249,659 | Jun 30, 2024 |
| SMH CAPITAL ADVISORS INC | 0.00% | 1.95% | 15,845 | 15,845 | 100.00% | 636,157 | Jun 30, 2024 |
| 0.02% | 1.85% | 63,526 | 63,526 | 100.00% | 2,550,569 | Jun 30, 2024 | |
| POLARIS CAPITAL MANAGEMENT, LLC | 0.22% | 1.67% | 777,000 | -20,200 | -2.53% | 31,196,550 | Jun 30, 2024 |
| PARTNERS GROUP HOLDING AG | 0.14% | 1.49% | 493,578 | 55,578 | 12.69% | 19,817,157 | Jun 30, 2024 |
| PARK CIRCLE CO | 0.01% | 1.33% | 34,765 | - | - | 1,395,815 | Jun 30, 2024 |
| LGT CAPITAL PARTNERS LTD. | 0.27% | 1.33% | 970,000 | 148,000 | 18.00% | 38,945,500 | Jun 30, 2024 |
| PRANA CAPITAL MANAGEMENT, LP | 0.18% | 1.22% | 636,995 | 132,215 | 26.19% | 25,575,349 | Jun 30, 2024 |
| WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC | 3.20% | 1.22% | 11,545,457 | -273,946 | -2.32% | 463,550,080 | Jun 30, 2024 |
| WINSLOW ASSET MANAGEMENT INC | 0.03% | 0.98% | 124,266 | 7,591 | 6.51% | 4,989,000 | Jun 30, 2024 |
| AUGUSTINE ASSET MANAGEMENT INC | 0.02% | 0.97% | 62,849 | 324 | 0.52% | 2,523,383 | Jun 30, 2024 |
| PRIVATE MANAGEMENT GROUP INC | 0.17% | 0.93% | 602,882 | -3,774 | -0.62% | 24,205,712 | Jun 30, 2024 |
| BEUTEL, GOODMAN & CO LTD. | 1.20% | 0.92% | 4,332,629 | 15,810 | 0.37% | 173,955,000 | Jun 30, 2024 |
The largest Carlyle Group shareholder by % of total assets is VULCAN VALUE PARTNERS, LLC. The company owns 7.50M shares of Carlyle Group (CG), representing 4.26% of its total assets.
Institutional Buyers
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| BOSTON PARTNERS | 1.41% | 0.25% | 5,099,928 | 2,773,635 | 119.23% | 204,798,209 | Jun 30, 2024 |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | 0.48% | 0.02% | 1,715,748 | 1,705,982 | 17468.58% | 68,887,283 | Jun 30, 2024 |
| NORGES BANK | 0.31% | 0.01% | 1,125,323 | 1,125,323 | 100.00% | 45,181,718 | Jun 30, 2024 |
| MARSHALL WACE, LLP | 0.26% | 0.05% | 921,759 | 921,759 | 100.00% | 37,008,624 | Jun 30, 2024 |
| UBS ASSET MANAGEMENT AMERICAS INC | 0.38% | 0.02% | 1,368,657 | 697,077 | 103.80% | 54,951,580 | Jun 30, 2024 |
| BANK OF AMERICA CORP /DE/ | 0.39% | 0.01% | 1,403,344 | 559,442 | 66.29% | 56,344,245 | Jun 30, 2024 |
| AMUNDI | 0.25% | 0.01% | 895,806 | 444,551 | 98.51% | 36,360,766 | Jun 30, 2024 |
| NATIONAL BANK OF CANADA /FI/ | 0.21% | 0.04% | 764,765 | 360,729 | 89.28% | 30,268,696 | Jun 30, 2024 |
| LAZARD ASSET MANAGEMENT LLC | 0.10% | 0.02% | 355,754 | 355,754 | 100.00% | 14,282,000 | Jun 30, 2024 |
| AEGON ASSET MANAGEMENT UK PLC | 0.11% | 0.23% | 400,173 | 347,810 | 664.23% | 16,067,000 | Jun 30, 2024 |
| UBS GROUP AG | 0.25% | 0.01% | 905,583 | 301,578 | 49.93% | 36,359,157 | Jun 30, 2024 |
| WALLEYE CAPITAL LLC | 0.13% | 0.03% | 482,600 | 279,439 | 137.55% | 19,376,390 | Jun 30, 2024 |
| COREBRIDGE FINANCIAL, INC. | 0.08% | 0.06% | 273,145 | 273,145 | 100.00% | 10,966,772 | Jun 30, 2024 |
| HOLOCENE ADVISORS, LP | 0.10% | 0.06% | 367,972 | 266,296 | 261.91% | 14,774,076 | Jun 30, 2024 |
| ASSENAGON ASSET MANAGEMENT S.A. | 0.11% | 0.03% | 387,332 | 250,021 | 182.08% | 15,551,380 | Jun 30, 2024 |
| ALGEBRIS (UK) LTD | 0.07% | 2.98% | 246,922 | 246,922 | 100.00% | 9,253,237 | Jun 30, 2024 |
| QUANTBOT TECHNOLOGIES LP | 0.04% | 0.30% | 155,189 | 155,189 | 100.00% | 6,230,838 | Jun 30, 2024 |
| BROWN ADVISORY INC | 0.39% | 0.07% | 1,407,704 | 149,162 | 11.85% | 56,519,316 | Jun 30, 2024 |
| LGT CAPITAL PARTNERS LTD. | 0.27% | 1.33% | 970,000 | 148,000 | 18.00% | 38,945,500 | Jun 30, 2024 |
| GEODE CAPITAL MANAGEMENT, LLC | 1.09% | 0.01% | 3,920,901 | 139,639 | 3.69% | 157,150,262 | Jun 30, 2024 |
As of Jun 30 2024, Carlyle Group's largest institutional buyer is BOSTON PARTNERS. The company purchased 2.77M stocks of CG, valued at $204.80M.
Institutional Sellers
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| BLACKROCK INC. | 6.29% | 0.02% | 22,707,434 | -661,808 | -2.83% | 911,703,466 | Jun 30, 2024 |
| CAPITAL INTERNATIONAL INVESTORS | 0.67% | 0.02% | 2,409,989 | -627,970 | -20.67% | 96,761,058 | Jun 30, 2024 |
| POINT72 ASSET MANAGEMENT, L.P. | 0.06% | 0.02% | 202,435 | -611,046 | -75.11% | 8,127,765 | Jun 30, 2024 |
| WAFRA INC. | - | - | - | -431,780 | -100.00% | - | Jun 30, 2024 |
| ALKEON CAPITAL MANAGEMENT LLC | 2.28% | 0.54% | 8,246,041 | -400,000 | -4.63% | 331,078,546 | Jun 30, 2024 |
| MORGAN STANLEY | 3.56% | 0.04% | 12,855,796 | -394,170 | -2.97% | 516,160,309 | Jun 30, 2024 |
| STATE STREET CORP | 2.14% | 0.01% | 7,710,599 | -361,509 | -4.48% | 309,580,550,000 | Jun 30, 2024 |
| CINCTIVE CAPITAL MANAGEMENT LP | - | - | - | -318,913 | -100.00% | - | Jun 30, 2024 |
| VULCAN VALUE PARTNERS, LLC | 2.08% | 4.26% | 7,495,229 | -297,399 | -3.82% | 300,767,000 | Jun 30, 2024 |
| AMERICAN INTERNATIONAL GROUP, INC. | - | - | - | -286,508 | -100.00% | - | Jun 30, 2024 |
| WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC | 3.20% | 1.22% | 11,545,457 | -273,946 | -2.32% | 463,550,080 | Jun 30, 2024 |
| CAISSE DE DEPOT ET PLACEMENT DU QUEBEC | 0.12% | 0.04% | 443,595 | -265,062 | -37.40% | 17,810,339 | Jun 30, 2024 |
| AMERIPRISE FINANCIAL INC | 0.78% | 0.03% | 2,818,804 | -238,936 | -7.81% | 113,174,978 | Jun 30, 2024 |
| SIENNA GESTION | - | - | - | -201,805 | -100.00% | - | Jun 30, 2024 |
| LEGAL & GENERAL GROUP PLC | 1.10% | 0.04% | 3,984,269 | -193,377 | -4.63% | 159,968,435 | Jun 30, 2024 |
| PRINCIPAL FINANCIAL GROUP INC | 0.20% | 0.02% | 719,277 | -187,836 | -20.71% | 28,878,971,000 | Jun 30, 2024 |
| HSBC HOLDINGS PLC | 0.02% | 0.00% | 61,562 | -170,605 | -73.48% | 2,470,669 | Jun 30, 2024 |
| FIRST TRUST ADVISORS LP | 0.01% | 0.00% | 26,916 | -166,793 | -86.10% | 1,080,677 | Jun 30, 2024 |
| COMMONWEALTH EQUITY SERVICES, LLC | 0.02% | 0.00% | 72,065 | -165,220 | -69.63% | 2,893,000 | Jun 30, 2024 |
| JESSUP WEALTH MANAGEMENT, INC | - | - | - | -162,670 | -100.00% | - | Jun 30, 2024 |
As of Jun 30 2024, Carlyle Group's biggest institutional seller is BLACKROCK INC.. The company sold -0.66M shares of CG, valued at $911.70M.
Institutional New positions
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| NORGES BANK | 0.31% | 0.01% | 1,125,323 | 1,125,323 | 100.00% | 45,181,718 | Jun 30, 2024 |
| MARSHALL WACE, LLP | 0.26% | 0.05% | 921,759 | 921,759 | 100.00% | 37,008,624 | Jun 30, 2024 |
| COREBRIDGE FINANCIAL, INC. | 0.08% | 0.06% | 273,145 | 273,145 | 100.00% | 10,966,772 | Jun 30, 2024 |
| ALGEBRIS (UK) LTD | 0.07% | 2.98% | 246,922 | 246,922 | 100.00% | 9,253,237 | Jun 30, 2024 |
| QUANTBOT TECHNOLOGIES LP | 0.04% | 0.30% | 155,189 | 155,189 | 100.00% | 6,230,838 | Jun 30, 2024 |
| WESBANCO BANK INC | 0.03% | 0.19% | 125,698 | 125,698 | 100.00% | 5,046,785 | Jun 30, 2024 |
| BARCLAYS PLC | 0.03% | 0.00% | 100,000 | 100,000 | 100.00% | 4,015,000 | Jun 30, 2024 |
| CAMPBELL & CO INVESTMENT ADVISER LLC | 0.03% | 0.31% | 91,522 | 91,522 | 100.00% | 3,674,608 | Jun 30, 2024 |
| FJARDE AP-FONDEN (THE FOURTH SWEDISH NATIONAL PENSIONFUND) | 0.02% | 0.04% | 79,165 | 79,165 | 100.00% | 3,178,000 | Jun 30, 2024 |
| CAPITAL FUND MANAGEMENT S.A. | 0.02% | 0.01% | 64,400 | 64,400 | 100.00% | 2,585,660 | Jun 30, 2024 |
| 0.02% | 1.85% | 63,526 | 63,526 | 100.00% | 2,550,569 | Jun 30, 2024 | |
| POINT72 (DIFC) LTD | 0.01% | 0.07% | 51,575 | 51,575 | 100.00% | 2,070,736 | Jun 30, 2024 |
| CUBIST SYSTEMATIC STRATEGIES, LLC | 0.01% | 0.01% | 44,588 | 44,588 | 100.00% | 1,790,208 | Jun 30, 2024 |
| PERBAK CAPITAL PARTNERS LLP | 0.01% | 0.42% | 35,519 | 35,519 | 100.00% | 1,426,088 | Jun 30, 2024 |
| MIRABELLA FINANCIAL SERVICES LLP | 0.01% | 0.10% | 34,798 | 34,798 | 100.00% | 1,397,140 | Jun 30, 2024 |
| QUADRATURE CAPITAL LTD | 0.01% | 0.02% | 23,213 | 23,213 | 100.00% | 932,234 | Jun 30, 2024 |
| DRW SECURITIES, LLC | 0.01% | 0.03% | 21,675 | 21,675 | 100.00% | 870,251 | Jun 30, 2024 |
| CLEARSTEAD ADVISORS, LLC | 0.01% | 0.01% | 19,862 | 19,862 | 100.00% | 797,460 | Jun 30, 2024 |
| MBB PUBLIC MARKETS I LLC | 0.01% | 0.01% | 18,493 | 18,493 | 100.00% | 742,494 | Jun 30, 2024 |
| TWO SIGMA INVESTMENTS, LP | 0.00% | 0.00% | 16,900 | 16,900 | 100.00% | 678,535 | Jun 30, 2024 |
| SMH CAPITAL ADVISORS INC | 0.00% | 1.95% | 15,845 | 15,845 | 100.00% | 636,157 | Jun 30, 2024 |
| BELPOINTE ASSET MANAGEMENT LLC | 0.00% | 0.04% | 13,319 | 13,319 | 100.00% | 534,758 | Jun 30, 2024 |
| FORTIS CAPITAL ADVISORS, LLC | 0.00% | 0.19% | 13,319 | 13,319 | 100.00% | 534,758 | Jun 30, 2024 |
| SCHRODER INVESTMENT MANAGEMENT GROUP | 0.00% | 0.00% | 10,692 | 10,692 | 100.00% | 429,284 | Jun 30, 2024 |
| CAPSTONE INVESTMENT ADVISORS, LLC | 0.00% | 0.00% | 9,257 | 9,257 | 100.00% | 371,669 | Jun 30, 2024 |
| VERDENCE CAPITAL ADVISORS LLC | 0.00% | 0.03% | 7,442 | 7,442 | 100.00% | 298,796 | Jun 30, 2024 |
| CHOREO, LLC | 0.00% | 0.00% | 7,346 | 7,346 | 100.00% | 291,239 | Jun 30, 2024 |
| TRIAD WEALTH PARTNERS, LLC | 0.00% | 0.15% | 6,965 | 6,965 | 100.00% | 279,645 | Jun 30, 2024 |
| FIFTH THIRD WEALTH ADVISORS LLC | 0.00% | 0.02% | 6,509 | 6,509 | 100.00% | 261,336 | Jun 30, 2024 |
| CATALYST CAPITAL ADVISORS LLC | 0.00% | 0.01% | 6,000 | 6,000 | 100.00% | 240,900 | Jun 30, 2024 |
| RAFFERTY ASSET MANAGEMENT, LLC | 0.00% | 0.00% | 5,328 | 5,328 | 100.00% | 213,919 | Jun 30, 2024 |
| VIDENT ADVISORY, LLC | 0.00% | 0.01% | 5,326 | 5,326 | 100.00% | 213,843 | Jun 30, 2024 |
| ATRIA INVESTMENTS, INC | 0.00% | 0.00% | 5,174 | 5,174 | 100.00% | 207,728 | Jun 30, 2024 |
| MAGNETAR FINANCIAL LLC | 0.00% | 0.00% | 5,129 | 5,129 | 100.00% | 205,929 | Jun 30, 2024 |
| CREDIT AGRICOLE S A | 0.00% | 0.00% | 4,500 | 4,500 | 100.00% | 180,675 | Jun 30, 2024 |
| POINT72 HONG KONG LTD | 0.00% | 0.01% | 4,278 | 4,278 | 100.00% | 171,762 | Jun 30, 2024 |
| THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. | 0.00% | 0.05% | 4,008 | 4,008 | 100.00% | 160,921 | Jun 30, 2024 |
| POINT72 ASIA (SINGAPORE) PTE. LTD. | 0.00% | 0.03% | 3,127 | 3,127 | 100.00% | 125,549 | Jun 30, 2024 |
| TOBAM | 0.00% | 0.00% | 670 | 670 | 100.00% | 27,000 | Jun 30, 2024 |
| GLOBAL X JAPAN CO., LTD. | 0.00% | 0.00% | 314 | 314 | 100.00% | 12,607 | Jun 30, 2024 |
| SIGNATUREFD, LLC | 0.00% | 0.00% | 262 | 262 | 100.00% | 10,519 | Jun 30, 2024 |
| LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA | 0.00% | 0.00% | 200 | 200 | 100.00% | 9,302 | Jun 30, 2024 |
| OPAL WEALTH ADVISORS, LLC | - | 0.00% | 150 | 150 | 100.00% | 6,023 | Jun 30, 2024 |
| CULLEN/FROST BANKERS, INC. | - | - | 85 | 85 | 100.00% | 3,413 | Jun 30, 2024 |
| FOSTER DYKEMA CABOT & PARTNERS, LLC | - | 0.00% | 72 | 72 | 100.00% | 2,891 | Jun 30, 2024 |
| MATHER GROUP, LLC. | - | - | 65 | 65 | 100.00% | 3,049 | Jun 30, 2024 |
| INNEALTA CAPITAL, LLC | - | 0.00% | 44 | 44 | 100.00% | 1,767 | Jun 30, 2024 |
| JONES FINANCIAL COMPANIES LLLP | - | - | 37 | 37 | 100.00% | 1,486 | Jun 30, 2024 |
| NELSON, VAN DENBURG & CAMPBELL WEALTH MANAGEMENT GROUP, LLC | - | - | 2 | 2 | 100.00% | 80 | Jun 30, 2024 |
| CLEAR POINT ADVISORS INC. | - | - | 1 | 1 | 100.00% | 40 | Jun 30, 2024 |
Carlyle Group's largest new institutional shareholder by number of shares is NORGES BANK, purchased 1.13M shares, valued at $45.18M, as of undefined.
Institutional Sold Out
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| WAFRA INC. | - | - | - | -431,780 | -100.00% | - | Jun 30, 2024 |
| CINCTIVE CAPITAL MANAGEMENT LP | - | - | - | -318,913 | -100.00% | - | Jun 30, 2024 |
| AMERICAN INTERNATIONAL GROUP, INC. | - | - | - | -286,508 | -100.00% | - | Jun 30, 2024 |
| SIENNA GESTION | - | - | - | -201,805 | -100.00% | - | Jun 30, 2024 |
| JESSUP WEALTH MANAGEMENT, INC | - | - | - | -162,670 | -100.00% | - | Jun 30, 2024 |
| PHASE 2 PARTNERS, LLC | - | - | - | -107,830 | -100.00% | - | Jun 30, 2024 |
| BARCLAYS PLC | - | - | - | -100,000 | -100.00% | - | Jun 30, 2024 |
| EISLER CAPITAL (UK) LTD. | - | - | - | -87,027 | -100.00% | - | Jun 30, 2024 |
| INTEGRATED ADVISORS NETWORK LLC | - | - | - | -79,281 | -100.00% | - | Jun 30, 2024 |
| TWINBEECH CAPITAL LP | - | - | - | -75,204 | -100.00% | - | Jun 30, 2024 |
| - | - | - | -56,321 | -100.00% | - | Jun 30, 2024 | |
| CAXTON ASSOCIATES LP | - | - | - | -42,799 | -100.00% | - | Jun 30, 2024 |
| BAYESIAN CAPITAL MANAGEMENT, LP | - | - | - | -25,876 | -100.00% | - | Jun 30, 2024 |
| PARADIGM ASSET MANAGEMENT CO LLC | - | - | - | -25,700 | -100.00% | - | Jun 30, 2024 |
| ETHIC INC. | - | - | - | -25,315 | -100.00% | - | Jun 30, 2024 |
| D. E. SHAW & CO., INC. | - | - | - | -25,000 | -100.00% | - | Jun 30, 2024 |
| FJ CAPITAL MANAGEMENT LLC | - | - | - | -24,849 | -100.00% | - | Jun 30, 2024 |
| TWO SIGMA SECURITIES, LLC | - | - | - | -22,900 | -100.00% | - | Jun 30, 2024 |
| GROUP ONE TRADING, L.P. | - | - | - | -20,657 | -100.00% | - | Jun 30, 2024 |
| NOMURA HOLDINGS INC | - | - | - | -20,219 | -100.00% | - | Jun 30, 2024 |
| FRIEDENTHAL FINANCIAL | - | - | - | -16,178 | -100.00% | - | Jun 30, 2024 |
| NORDEN GROUP LLC | - | - | - | -15,444 | -100.00% | - | Jun 30, 2024 |
| AXA S.A. | - | - | - | -14,969 | -100.00% | - | Jun 30, 2024 |
| CONCURRENT INVESTMENT ADVISORS, LLC | - | - | - | -13,368 | -100.00% | - | Jun 30, 2024 |
| AXQ CAPITAL, LP | - | - | - | -13,300 | -100.00% | - | Jun 30, 2024 |
| ENGINEERS GATE MANAGER LP | - | - | - | -13,196 | -100.00% | - | Jun 30, 2024 |
| PARKSIDE INVESTMENTS, LLC | - | - | - | -10,350 | -100.00% | - | Jun 30, 2024 |
| SG AMERICAS SECURITIES, LLC | - | - | - | -10,083 | -100.00% | - | Jun 30, 2024 |
| PEAK6 INVESTMENTS LLC | - | - | - | -9,104 | -100.00% | - | Jun 30, 2024 |
| ASAHI LIFE ASSET MANAGEMENT CO., LTD. | - | - | - | -7,620 | -100.00% | - | Jun 30, 2024 |
| MONOGRAPH WEALTH ADVISORS, LLC | - | - | - | -7,175 | -100.00% | - | Jun 30, 2024 |
| CENTIVA CAPITAL, LP | - | - | - | -6,266 | -100.00% | - | Jun 30, 2024 |
| JEFFERIES FINANCIAL GROUP INC. | - | - | - | -6,104 | -100.00% | - | Jun 30, 2024 |
| DIVERSIFY ADVISORY SERVICES, LLC | - | - | - | -5,523 | -100.00% | - | Jun 30, 2024 |
| TEACHER RETIREMENT SYSTEM OF TEXAS | - | - | - | -5,503 | -100.00% | - | Jun 30, 2024 |
| AQUATIC CAPITAL MANAGEMENT LLC | - | - | - | -5,200 | -100.00% | - | Jun 30, 2024 |
| KENDALL CAPITAL MANAGEMENT | - | - | - | -5,170 | -100.00% | - | Jun 30, 2024 |
| CARY STREET PARTNERS INVESTMENT ADVISORY LLC | - | - | - | -5,000 | -100.00% | - | Jun 30, 2024 |
| SYMMETRY PARTNERS, LLC | - | - | - | -4,972 | -100.00% | - | Jun 30, 2024 |
| COMMERCE BANK | - | - | - | -4,944 | -100.00% | - | Jun 30, 2024 |
| COLONY GROUP, LLC | - | - | - | -4,851 | -100.00% | - | Jun 30, 2024 |
| STOCK YARDS BANK & TRUST CO | - | - | - | -4,800 | -100.00% | - | Jun 30, 2024 |
| INVESTMENT PARTNERS ASSET MANAGEMENT, INC. | - | - | - | -4,696 | -100.00% | - | Jun 30, 2024 |
| DAYMARK WEALTH PARTNERS, LLC | - | - | - | -4,687 | -100.00% | - | Jun 30, 2024 |
| MIRADOR CAPITAL PARTNERS LP | - | - | - | -4,666 | -100.00% | - | Jun 30, 2024 |
| EVERHART FINANCIAL GROUP, INC. | - | - | - | -4,607 | -100.00% | - | Jun 30, 2024 |
| CROSSMARK GLOBAL HOLDINGS, INC. | - | - | - | -4,561 | -100.00% | - | Jun 30, 2024 |
| HEROLD ADVISORS, INC. | - | - | - | -4,500 | -100.00% | - | Jun 30, 2024 |
| WELLINGTON MANAGEMENT GROUP LLP | - | - | - | -4,392 | -100.00% | - | Jun 30, 2024 |
| TOROSO INVESTMENTS, LLC | - | - | - | -4,307 | -100.00% | - | Jun 30, 2024 |
| ATLAS CAPITAL ADVISORS LLC | - | - | - | -4,125 | -100.00% | - | Jun 30, 2024 |
| TWIN TREE MANAGEMENT, LP | - | - | - | -2,100 | -100.00% | - | Jun 30, 2024 |
| ENTRYPOINT CAPITAL, LLC | - | - | - | -1,928 | -100.00% | - | Jun 30, 2024 |
| MAIN STREET GROUP, LTD | - | - | - | -755 | -100.00% | - | Jun 30, 2024 |
| SYSTM WEALTH SOLUTIONS LLC | - | - | - | -719 | -100.00% | - | Jun 30, 2024 |
| KEY FINANCIAL INC | - | - | - | -112 | -100.00% | - | Jun 30, 2024 |
| WETZEL INVESTMENT ADVISORS, INC. | - | - | - | -109 | -100.00% | - | Jun 30, 2024 |
| COLONIAL TRUST CO / SC | - | - | - | -74 | -100.00% | - | Jun 30, 2024 |
| DENALI ADVISORS LLC | - | - | - | -13 | -100.00% | - | Jun 30, 2024 |
| ANFIELD CAPITAL MANAGEMENT, LLC | - | - | - | -6 | -100.00% | - | Jun 30, 2024 |
Carlyle Group's largest sold out institutional shareholder by shares sold is WAFRA INC., sold -0.43M shares, valued at -, as of undefined.
Carlyle Group Mutual Fund Holders
| Name | % Total Assets | Total Shares | Change Amount | Change % | Date |
|---|---|---|---|---|---|
| ALGER GLOBAL FOCUS FUND | 6.25% | 18,000 | - | - | Jan 31, 2024 |
| ALGER GLOBAL FOCUS FUND | 6.25% | 18,000 | - | - | Jan 31, 2024 |
| BBR ALO Fund, LLC | 2.63% | 280,762 | - | - | Dec 31, 2023 |
| SIT MID CAP GROWTH FUND INC | 1.79% | 96,800 | - | - | Mar 28, 2024 |
| SIT MID CAP GROWTH FUND INC | 1.58% | 85,700 | - | - | Mar 28, 2024 |
| CALDWELL & ORKIN FUNDS INC | 1.46% | 20,000 | - | - | Jan 31, 2024 |
| AGF Investments Trust | 1.21% | -22,873 | 11,036 | -32.55% | Mar 31, 2024 |
| TAX-MANAGED GROWTH PORTFOLIO | 1.21% | 457,373 | - | - | Mar 31, 2024 |
| BLACKROCK LARGE CAP FOCUS VALUE FUND, INC. | 0.68% | 458,407 | -548,713 | -54.48% | Mar 28, 2024 |
| LMP CAPITAL & INCOME FUND INC. | 0.51% | 151,000 | - | - | Feb 29, 2024 |
| Vanguard Montgomery Funds | 0.48% | 115,451 | - | - | Mar 31, 2024 |
| SPDR S&P MIDCAP 400 ETF TRUST | 0.45% | 1,769,922 | 14,952 | 0.85% | Mar 28, 2024 |
| OSI ETF Trust | 0.39% | 68,149 | 3,660 | 5.68% | Mar 31, 2022 |
| BlackRock Advantage SMID Cap Fund, Inc. | 0.35% | 67,758 | - | - | Mar 28, 2024 |
| BARON INVESTMENT FUNDS TRUST (f/k/a BARON ASSET FUND) | 0.34% | 2,400,000 | - | - | Mar 31, 2024 |
| Nuveen Core Equity Alpha Fund | 0.34% | 23,884 | - | - | Mar 31, 2024 |
| BLACKROCK EQUITY DIVIDEND FUND | 0.33% | 3,783,580 | -681,910 | -15.27% | Jan 31, 2024 |
| JOHN HANCOCK INVESTMENT TRUST II | 0.32% | 135,659 | 34,565 | 34.19% | Jan 31, 2024 |
| VANGUARD VALLEY FORGE FUNDS | 0.31% | 162,171 | - | - | Mar 31, 2024 |
| BNY MELLON MIDCAP INDEX FUND, INC. | 0.31% | 133,861 | 133,861 | - | Jan 31, 2024 |
| GROWTH FUND OF AMERICA | 0.27% | 6,758,771 | - | - | Feb 29, 2024 |
| AMERICAN CENTURY QUANTITATIVE EQUITY FUNDS, INC. | 0.26% | 600,104 | - | - | Mar 31, 2024 |
| WASHINGTON MUTUAL INVESTORS FUND | 0.23% | 4,764,995 | 32,835 | 0.69% | Jan 31, 2024 |
| BARON INVESTMENT FUNDS TRUST (f/k/a BARON ASSET FUND) | 0.23% | 1,600,000 | - | - | Mar 31, 2024 |
| LMP CAPITAL & INCOME FUND INC. | 0.21% | 63,200 | - | - | Feb 29, 2024 |
| MORGAN STANLEY VARIABLE INVESTMENT SERIES | 0.19% | 100,000 | - | - | Jun 30, 2023 |
| BLACKROCK MID-CAP VALUE SERIES, INC. | 0.19% | 227,103 | -161,087 | -41.50% | Jan 31, 2024 |
| Western Asset Investment Grade Defined Opportunity Trust Inc. | 0.18% | 360,000 | - | - | Feb 29, 2024 |
| Western Asset Investment Grade Income Fund Inc. | 0.17% | 220,000 | - | - | Mar 28, 2024 |
| Primark Private Equity Investments Fund | 0.15% | 53,174 | - | - | Dec 31, 2023 |
| JOHN HANCOCK FINANCIAL OPPORTUNITIES FUND | 0.15% | 201,936 | - | - | Mar 31, 2024 |
| PIMCO Managed Accounts Trust | 0.14% | 8,000,000 | - | - | Mar 31, 2024 |
| SIT MUTUAL FUNDS INC | 0.14% | 50,175 | 5,600 | 12.56% | Mar 28, 2024 |
| Advantage Advisers Xanthus Fund, L.L.C. | 0.12% | 349,239 | - | - | Mar 31, 2024 |
| Western Asset Investment Grade Income Fund Inc. | 0.12% | 150,000 | - | - | Mar 28, 2024 |
| Federated Hermes Index Trust | 0.12% | 26,088 | 26,088 | - | Jan 31, 2024 |
| Western Asset Investment Grade Defined Opportunity Trust Inc. | 0.11% | 230,000 | - | - | Feb 29, 2024 |
| John Hancock Funds III | 0.11% | 1,733,971 | 1,733,971 | - | Mar 31, 2024 |
| FIDELITY CAPITAL TRUST | 0.11% | 1,209,100 | 26,900 | 2.28% | Jan 31, 2024 |
| SPIRIT OF AMERICA INVESTMENT FUND INC | 0.11% | 6,050 | - | - | Feb 29, 2024 |
| M FUND INC | 0.11% | 49,407 | 7,236 | 17.16% | Mar 31, 2024 |
| ALGER FUNDS II | 0.10% | 23,077 | - | - | Jan 31, 2024 |
| VANGUARD ADMIRAL FUNDS | 0.10% | 440,765 | -16,514 | -3.61% | Feb 29, 2024 |
| STERLING CAPITAL FUNDS | 0.10% | 2,083,000 | - | - | Mar 28, 2024 |
| ALGER INSTITUTIONAL FUNDS | 0.08% | 21,536 | - | - | Jan 31, 2024 |
| DEUTSCHE DWS INVESTMENT TRUST | 0.08% | 243,751 | - | - | Jan 31, 2024 |
| NEW COVENANT FUNDS | 0.08% | 338,000 | - | - | Dec 31, 2023 |
| T. Rowe Price Equity Income Fund, Inc. | 0.07% | 310,000 | - | - | Mar 31, 2024 |
| NUVEEN INVESTMENT TRUST | 0.07% | 39,741 | -31,927 | -44.55% | Mar 31, 2024 |
| ALPS Variable Investment Trust | 0.07% | 20,700 | - | - | Dec 31, 2023 |
| PRUDENTIAL INVESTMENT PORTFOLIOS, INC. 10 | 0.07% | 15,300 | - | - | Jan 31, 2024 |
| BNY MELLON FUNDS TRUST | 0.07% | 5,000,000 | - | - | Aug 31, 2023 |
| ALGER PORTFOLIOS | 0.06% | 24,034 | - | - | Dec 31, 2023 |
| AIM INVESTMENT SECURITIES FUNDS (INVESCO INVESTMENT SECURITIES FUNDS) | 0.06% | 5,453,000 | - | - | Feb 29, 2024 |
| REYNOLDS FUNDS INC | 0.06% | 700 | -700 | -50.00% | Mar 31, 2024 |
| Nuveen S&P 500 Dynamic Overwrite Fund | 0.06% | 1,778 | - | - | Mar 31, 2024 |
| Absolute Shares Trust | 0.06% | 23,069 | - | - | Mar 31, 2024 |
| Collaborative Investment Series Trust | 0.06% | 9,221 | - | - | Mar 31, 2024 |
| NEUBERGER BERMAN ADVISERS MANAGEMENT TRUST | 0.05% | 100,000 | - | - | Mar 31, 2024 |
| FORUM FUNDS | 0.05% | 121,300 | 23,900 | 24.54% | Mar 31, 2024 |
| BNY MELLON FUNDS TRUST | 0.05% | 4,000,000 | - | - | Aug 31, 2023 |
| Engine No. 1 ETF Trust | 0.05% | 2,958 | -224 | -7.04% | Jan 31, 2024 |
| VANGUARD INDEX FUNDS | 0.05% | 20,641,132 | -4,586,359 | -18.18% | Mar 31, 2024 |
| MASSMUTUAL PREMIER FUNDS | 0.05% | 1,345,000 | - | - | Dec 31, 2023 |
| EATON VANCE LTD DURATION INCOME FUND | 0.05% | 1,000,000 | - | - | Mar 31, 2024 |
| Managed Portfolio Series | 0.04% | 1,000,000 | - | - | Jan 31, 2024 |
| Calvert Responsible Index Series, Inc. | 0.04% | 73,686 | 31 | 0.04% | Mar 31, 2024 |
| Pioneer Series Trust VI | 0.04% | 214,562 | - | - | Jan 31, 2024 |
| Pioneer Series Trust VI | 0.04% | 214,562 | - | - | Jan 31, 2024 |
| Managed Portfolio Series | 0.04% | 870,666 | - | - | Jan 31, 2024 |
| Weiss Strategic Interval Fund | 0.04% | 129,534 | 129,534 | - | Sep 30, 2022 |
| INCOME FUND OF AMERICA | 0.04% | 13,610,386 | - | - | Jan 31, 2024 |
| ANCORA TRUST | 0.04% | 7,500 | - | - | Mar 31, 2024 |
| AIM EQUITY FUNDS (INVESCO EQUITY FUNDS) | 0.03% | 468,000 | - | - | Jan 31, 2024 |
| AIM EQUITY FUNDS (INVESCO EQUITY FUNDS) | 0.03% | 468,000 | - | - | Jan 31, 2024 |
| GOLDMAN SACHS VARIABLE INSURANCE TRUST | 0.03% | 133,681 | - | - | Mar 31, 2024 |
| ALGER FUNDS | 0.03% | 30,193 | 1,355 | 4.70% | Jan 31, 2024 |
| Humankind Benefit Corp | 0.03% | 698 | -58 | -7.67% | Dec 31, 2023 |
| First Trust Intermediate Duration Preferred & Income Fund | 0.03% | 472,118 | -4,681 | -0.98% | Jan 31, 2024 |
| HENNESSY FUNDS TRUST | 0.03% | 59,500 | - | - | Jan 31, 2024 |
| 360 Funds | 0.03% | 6,000 | - | - | Feb 29, 2024 |
| SIT MUTUAL FUNDS INC | 0.03% | 10,525 | - | - | Mar 28, 2024 |
| FIDELITY DEVONSHIRE TRUST | 0.03% | 278,886 | -46,046 | -14.17% | Jan 31, 2024 |
| ALGER FUNDS | 0.03% | 25,365 | - | - | Jan 31, 2024 |
| Trust for Advised Portfolios | 0.03% | 527,900 | - | - | Dec 31, 2023 |
| FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND | 0.03% | 99,477 | - | - | Jan 31, 2024 |
| Brown Advisory Funds | 0.03% | 954,880 | 31,110 | 3.37% | Mar 31, 2024 |
| TIAA SEPARATE ACCOUNT VA 1 | 0.03% | 5,682 | - | - | Mar 31, 2024 |
| FINANCIAL INVESTORS TRUST | 0.02% | 2,000,000 | - | - | Jan 31, 2024 |
| VANGUARD FENWAY FUNDS | 0.02% | 623,722 | - | - | Mar 31, 2024 |
| DELAWARE GROUP EQUITY FUNDS IV | 0.02% | 27,107 | - | - | Mar 28, 2024 |
| FIDELITY COMMONWEALTH TRUST | 0.02% | 74,098 | 1,209 | 1.66% | Feb 29, 2024 |
| CARILLON SERIES TRUST | 0.02% | 1,295,633 | 1,295,633 | - | Mar 31, 2024 |
| BlackRock Enhanced Equity Dividend Trust | 0.02% | 17,694 | -396,536 | -95.73% | Mar 31, 2024 |
| ALPS Variable Investment Trust | 0.02% | 6,950 | - | - | Dec 31, 2023 |
| SPIRIT OF AMERICA INVESTMENT FUND INC | 0.02% | 20,950 | - | - | Feb 29, 2024 |
| WILLIAM BLAIR FUNDS | 0.02% | 2,153,501 | 174,560 | 8.82% | Mar 31, 2024 |
| SYNTAX ETF TRUST | 0.02% | 670 | -185 | -21.64% | Mar 31, 2024 |
| EATON VANCE MUTUAL FUNDS TRUST | 0.02% | 3,343,000 | - | - | Jan 31, 2024 |
| FIDELITY DESTINY PORTFOLIOS | 0.02% | 43,200 | 43,200 | - | Mar 31, 2024 |
Carlyle Group's largest mutual fund holder by % of total assets is "ALGER GLOBAL FOCUS FUND", owning 18.00K shares, compromising 6.25% of its total assets.
Carlyle Group Institutional Ownership Trends
Institutional Holdings Trend
| Date | Holdings | Change % |
|---|---|---|
| 30 Jun, 24 | 265 | -50.65% |
| 31 Mar, 24 | 537 | 10.27% |
| 31 Dec, 23 | 487 | 14.59% |
| 30 Sep, 23 | 425 | 2.91% |
| 30 Jun, 23 | 413 | -6.14% |
| 31 Mar, 23 | 440 | 0.46% |
| 31 Dec, 22 | 438 | 3.30% |
| 30 Sep, 22 | 424 | -5.57% |
| 30 Jun, 22 | 449 | -8.18% |
| 31 Mar, 22 | 489 | 3.82% |
| 31 Dec, 21 | 471 | 16.01% |
| 30 Sep, 21 | 406 | 14.69% |
| 30 Jun, 21 | 354 | 8.59% |
| 31 Mar, 21 | 326 | 7.24% |
| 31 Dec, 20 | 304 | 9.75% |
| 30 Sep, 20 | 277 | 5.73% |
| 30 Jun, 20 | 262 | 24.76% |
| 31 Mar, 20 | 210 | 707.69% |
| 31 Dec, 19 | 26 | 1200.00% |
| 30 Sep, 19 | 2 | - |
| 30 Jun, 19 | 2 | - |
| 31 Mar, 19 | 2 | 100.00% |
| 31 Dec, 18 | 1 | - |
| 30 Sep, 18 | 1 | - |
| 30 Jun, 18 | 1 | - |
| 31 Mar, 18 | 1 | - |
| 31 Dec, 17 | 1 | - |
| 30 Sep, 17 | 1 | - |
As of 30 Jun 24, 265 institutions are holding Carlyle Group's shares, representing a decrease of -50.65% compared to the previous quarter.
Shares Outstanding Trend
| Date | Shares Outstanding | Change % |
|---|---|---|
| 30 Jun, 24 | 41,399,739 | -79.90% |
| 31 Mar, 24 | 205,948,863 | -3.38% |
| 31 Dec, 23 | 213,157,583 | 5.78% |
| 30 Sep, 23 | 201,510,379 | 0.27% |
| 30 Jun, 23 | 200,963,222 | 0.98% |
| 31 Mar, 23 | 199,021,167 | -0.59% |
| 31 Dec, 22 | 200,212,074 | 2.95% |
| 30 Sep, 22 | 194,479,767 | 1.83% |
| 30 Jun, 22 | 190,982,370 | 1.31% |
| 31 Mar, 22 | 188,508,920 | 5.54% |
| 31 Dec, 21 | 178,617,405 | 4.46% |
| 30 Sep, 21 | 170,995,147 | 21.57% |
| 30 Jun, 21 | 140,654,968 | 9.87% |
| 31 Mar, 21 | 128,018,900 | 4.57% |
| 31 Dec, 20 | 122,424,064 | 7.04% |
| 30 Sep, 20 | 114,376,423 | 2.25% |
| 30 Jun, 20 | 111,864,995 | 41.42% |
| 31 Mar, 20 | 79,098,959 | 3733.02% |
| 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 | 36.98% |
| 31 Dec, 18 | 2,726 | 0.26% |
| 30 Sep, 18 | 2,719 | 0.11% |
| 30 Jun, 18 | 2,716 | 0.15% |
| 31 Mar, 18 | 2,712 | 0.15% |
| 31 Dec, 17 | 2,708 | 6.20% |
| 30 Sep, 17 | 2,550 | - |
Carlyle Group (CG) has 41.40M shares outstanding as of 30 Jun 24, down -79.90% compared to the previous quarter.
Institutional Ownership Trend
| Date | Ownership % | Change % |
|---|---|---|
| 30 Jun, 24 | 11.47% | 0.35% |
| 31 Mar, 24 | 57.07% | 1.64% |
| 31 Dec, 23 | 58.98% | 1.89% |
| 30 Sep, 23 | 55.89% | 1.81% |
| 30 Jun, 23 | 55.63% | 1.85% |
| 31 Mar, 23 | 54.84% | 1.79% |
| 31 Dec, 22 | 55.42% | 1.93% |
| 30 Sep, 22 | 53.59% | 1.92% |
| 30 Jun, 22 | 52.84% | 1.90% |
| 31 Mar, 22 | 52.72% | 2.09% |
| 31 Dec, 21 | 50.28% | 2.29% |
| 30 Sep, 21 | 46.88% | 3.11% |
| 30 Jun, 21 | 38.84% | 3.08% |
| 31 Mar, 21 | 35.51% | 3.06% |
| 31 Dec, 20 | 34.04% | 3.34% |
| 30 Sep, 20 | 31.91% | 3.23% |
| 30 Jun, 20 | 31.44% | 6.07% |
| 31 Mar, 20 | 22.75% | 6458.33% |
| 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% | 171225.00% |
| 31 Dec, 18 | 0.00% | 125325.00% |
| 30 Sep, 18 | 0.00% | 125137.50% |
| 30 Jun, 18 | 0.00% | 125187.50% |
| 31 Mar, 18 | 0.00% | 125187.50% |
| 31 Dec, 17 | 0.00% | 151714.29% |
| 30 Sep, 17 | 0.00% | - |
As of 30 Jun 24, Carlyle Group is held by 11.47% institutional shareholders, representing a 0.35% growth compared to 31 Mar 24.
Institutional Increased Positions Trend
| Date | Increased Positions | Change % |
|---|---|---|
| 30 Jun, 24 | 109 | -59.78% |
| 31 Mar, 24 | 271 | 5.86% |
| 31 Dec, 23 | 256 | 33.33% |
| 30 Sep, 23 | 192 | 3.78% |
| 30 Jun, 23 | 185 | -11.06% |
| 31 Mar, 23 | 208 | -16.80% |
| 31 Dec, 22 | 250 | 7.30% |
| 30 Sep, 22 | 233 | -10.04% |
| 30 Jun, 22 | 259 | -9.76% |
| 31 Mar, 22 | 287 | 10.81% |
| 31 Dec, 21 | 259 | 15.63% |
| 30 Sep, 21 | 224 | 17.89% |
| 30 Jun, 21 | 190 | 29.25% |
| 31 Mar, 21 | 147 | -8.70% |
| 31 Dec, 20 | 161 | 21.05% |
| 30 Sep, 20 | 133 | -12.50% |
| 30 Jun, 20 | 152 | -18.28% |
| 31 Mar, 20 | 186 | 644.00% |
| 31 Dec, 19 | 25 | - |
| 30 Sep, 19 | - | -100.00% |
| 30 Jun, 19 | 1 | -50.00% |
| 31 Mar, 19 | 2 | 100.00% |
| 31 Dec, 18 | 1 | - |
| 30 Sep, 18 | 1 | - |
| 30 Jun, 18 | 1 | - |
| 31 Mar, 18 | 1 | - |
| 31 Dec, 17 | 1 | - |
| 30 Sep, 17 | 1 | - |
109 institutional shareholders have increased their position in CG stock as of 30 Jun 24 compared to 271 in the previous quarter (a -59.78% decrease).
Institutional Reduced Positions Trend
| Date | Reduced Positions | Change % |
|---|---|---|
| 30 Jun, 24 | 93 | -42.59% |
| 31 Mar, 24 | 162 | 4.52% |
| 31 Dec, 23 | 155 | 11.51% |
| 30 Sep, 23 | 139 | 1.46% |
| 30 Jun, 23 | 137 | -13.29% |
| 31 Mar, 23 | 158 | 32.77% |
| 31 Dec, 22 | 119 | -4.80% |
| 30 Sep, 22 | 125 | -2.34% |
| 30 Jun, 22 | 128 | 1.59% |
| 31 Mar, 22 | 126 | -1.56% |
| 31 Dec, 21 | 128 | 28.00% |
| 30 Sep, 21 | 100 | 12.36% |
| 30 Jun, 21 | 89 | -19.82% |
| 31 Mar, 21 | 111 | 21.98% |
| 31 Dec, 20 | 91 | 5.81% |
| 30 Sep, 20 | 86 | 40.98% |
| 30 Jun, 20 | 61 | 1425.00% |
| 31 Mar, 20 | 4 | - |
| 31 Dec, 19 | - | -100.00% |
| 30 Sep, 19 | 1 | - |
| 30 Jun, 19 | - | - |
| 31 Mar, 19 | - | - |
| 31 Dec, 18 | - | - |
| 30 Sep, 18 | - | - |
| 30 Jun, 18 | - | - |
| 31 Mar, 18 | - | - |
| 31 Dec, 17 | - | - |
| 30 Sep, 17 | - | - |
93 institutional shareholders have reduced their position in CG stock as of 30 Jun 24 compared to 162 in the previous quarter (a -42.59% decrease).
All Institutional Ownership Trend Data
| Date | Holdings | Change % | Shares Outstanding | Change % | Ownership % | Change % | Increased Positions | Change % | Reduced Positions | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| 30 Jun, 24 | 265 | -50.65% | 41,399,739 | -79.90% | 11.47% | 0.35% | 109 | -59.78% | 93 | -42.59% |
| 31 Mar, 24 | 537 | 10.27% | 205,948,863 | -3.38% | 57.07% | 1.64% | 271 | 5.86% | 162 | 4.52% |
| 31 Dec, 23 | 487 | 14.59% | 213,157,583 | 5.78% | 58.98% | 1.89% | 256 | 33.33% | 155 | 11.51% |
| 30 Sep, 23 | 425 | 2.91% | 201,510,379 | 0.27% | 55.89% | 1.81% | 192 | 3.78% | 139 | 1.46% |
| 30 Jun, 23 | 413 | -6.14% | 200,963,222 | 0.98% | 55.63% | 1.85% | 185 | -11.06% | 137 | -13.29% |
| 31 Mar, 23 | 440 | 0.46% | 199,021,167 | -0.59% | 54.84% | 1.79% | 208 | -16.80% | 158 | 32.77% |
| 31 Dec, 22 | 438 | 3.30% | 200,212,074 | 2.95% | 55.42% | 1.93% | 250 | 7.30% | 119 | -4.80% |
| 30 Sep, 22 | 424 | -5.57% | 194,479,767 | 1.83% | 53.59% | 1.92% | 233 | -10.04% | 125 | -2.34% |
| 30 Jun, 22 | 449 | -8.18% | 190,982,370 | 1.31% | 52.84% | 1.90% | 259 | -9.76% | 128 | 1.59% |
| 31 Mar, 22 | 489 | 3.82% | 188,508,920 | 5.54% | 52.72% | 2.09% | 287 | 10.81% | 126 | -1.56% |
| 31 Dec, 21 | 471 | 16.01% | 178,617,405 | 4.46% | 50.28% | 2.29% | 259 | 15.63% | 128 | 28.00% |
| 30 Sep, 21 | 406 | 14.69% | 170,995,147 | 21.57% | 46.88% | 3.11% | 224 | 17.89% | 100 | 12.36% |
| 30 Jun, 21 | 354 | 8.59% | 140,654,968 | 9.87% | 38.84% | 3.08% | 190 | 29.25% | 89 | -19.82% |
| 31 Mar, 21 | 326 | 7.24% | 128,018,900 | 4.57% | 35.51% | 3.06% | 147 | -8.70% | 111 | 21.98% |
| 31 Dec, 20 | 304 | 9.75% | 122,424,064 | 7.04% | 34.04% | 3.34% | 161 | 21.05% | 91 | 5.81% |
| 30 Sep, 20 | 277 | 5.73% | 114,376,423 | 2.25% | 31.91% | 3.23% | 133 | -12.50% | 86 | 40.98% |
| 30 Jun, 20 | 262 | 24.76% | 111,864,995 | 41.42% | 31.44% | 6.07% | 152 | -18.28% | 61 | 1425.00% |
| 31 Mar, 20 | 210 | 707.69% | 79,098,959 | 3733.02% | 22.75% | 6458.33% | 186 | 644.00% | 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 | 100.00% | 3,734 | 36.98% | 0.00% | 171225.00% | 2 | 100.00% | - | - |
| 31 Dec, 18 | 1 | - | 2,726 | 0.26% | 0.00% | 125325.00% | 1 | - | - | - |
| 30 Sep, 18 | 1 | - | 2,719 | 0.11% | 0.00% | 125137.50% | 1 | - | - | - |
| 30 Jun, 18 | 1 | - | 2,716 | 0.15% | 0.00% | 125187.50% | 1 | - | - | - |
| 31 Mar, 18 | 1 | - | 2,712 | 0.15% | 0.00% | 125187.50% | 1 | - | - | - |
| 31 Dec, 17 | 1 | - | 2,708 | 6.20% | 0.00% | 151714.29% | 1 | - | - | - |
| 30 Sep, 17 | 1 | - | 2,550 | - | 0.00% | - | 1 | - | - | - |
Carlyle Group Insider Shareholders Trades
Open Market Insider Trades
| Date | Name | Relation | Role | Transaction | Buy/Sell | Shares | Price | Value | Shares Held | Source |
|---|
Open Market Insider Buys
| Date | Name | Relation | Role | Transaction | Buy/Sell | Shares | Price | Value | Shares Held | Source |
|---|
Insider Sells
All Insider Owners Trades
The last insider sell of Carlyle Group's stock was made by Andrews Charles Elliott Jr. on Aug 02 2024, selling 13,773 shares at $49.74 per share (valued at $685.07K).
Carlyle Group Insider Ownership Trends
All Insider Trades Trend
| Date | Buy | Sell | Buy/Sell Ratio |
|---|---|---|---|
| Q3 2024 | - | 4 | - |
| Q2 2024 | 14 | 1 | 1400.00% |
| Q1 2024 | 15 | 4 | 375.00% |
| Q4 2023 | 1 | 2 | 50.00% |
| Q3 2023 | 5 | 5 | 100.00% |
| Q2 2023 | 10 | - | - |
| Q1 2023 | 13 | 8 | 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% |
0 total buy trades, and 4 total sell trades (buy/sell ratio of 0.00%) were made by Carlyle Group's insiders, as of Q3 2024.
Open Market Insider Trades Trend
| Date | Buy | Sell | Buy/Sell Ratio |
|---|---|---|---|
| Q3 2024 | - | - | - |
| Q2 2024 | - | - | - |
| Q1 2024 | - | - | - |
| Q4 2023 | - | 1 | - |
| Q3 2023 | 4 | 5 | 80.00% |
| Q2 2023 | - | - | - |
| Q1 2023 | - | 8 | - |
| 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 | - | - | - |
As of Q3 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. |
| NMFC | New Mountain Finance Corporation |
| GBDC | Golub Capital BDC, Inc. |
| APO | Apollo Global Management, Inc. |
| TSLX | Sixth Street Specialty Lending, Inc. |
| BX | Blackstone Inc. |
| OWL | Blue Owl Capital Inc. |
| ARES | Ares Management Corporation |
| HLNE | Hamilton Lane Incorporated |
| TCPC | BlackRock TCP Capital Corp. |
| BLK | BlackRock, Inc. |
| KKR | KKR & Co. Inc. |
CG Ownership FAQ
Who Owns Carlyle Group?
Carlyle Group is owned by institutional shareholders (11.47%), insiders (27.76%), and public (60.77%). The largest institutional shareholder of Carlyle Group is VANGUARD GROUP INC (6.47% of total shares) and the top mutual fund owner is ALGER GLOBAL FOCUS FUND (6.25% of total shares).
Who are the major institutional shareholders of Carlyle Group?
Carlyle Group's major institutional shareholders are VANGUARD GROUP INC, BLACKROCK INC., CAPITAL WORLD INVESTORS, MORGAN STANLEY, and WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC. The top five shareholders own together 25.07% of the company's share outstanding.
How many Carlyle Group shareholders are there?
As of Jun 2024, there are 265 institutional shareholders of Carlyle Group.
What percentage of Carlyle Group is owned by VANGUARD GROUP INC?
VANGUARD GROUP INC owns 23.34M shares of Carlyle Group, representing 6.47% of the company's total shares outstanding, valued at $936.99M (as of Jun 2024).
What percentage of Carlyle Group is owned by BLACKROCK INC?
As of Jun 2024, BLACKROCK INC holds 22.71M shares of Carlyle Group (CG), compromising 6.29% of the company, valued at $911.7M.
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 20.04M of the company's shares outstanding (worth $804.8M).