Carlyle Group Ownership | Who Owns Carlyle Group?

Overview Forecast RevenueFinancials Chart Transcripts

Carlyle Group Ownership Summary

Carlyle Group is owned by 62.94% institutional investors, 25.47% insiders, and 11.60% retail investors. Blackrock funding, inc. /de is the largest institutional shareholder, holding 9.02% 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	62.94%	25.47%	11.60%
Sector	Financial Services Stocks	36.95%	15.48%	47.58%
Industry	Asset Management Stocks	33.74%	8.99%	57.26%

Institutional Shareholders

Top Institutional Shareholders by Total Shares

Holder	Shares	% Holding	Value
Blackrock funding, inc. /de	32.50M	9.02%	$2.04B
Vanguard group	25.43M	7.06%	$1.59B
Blackrock	22.71M	6.29%	$911.70M
Capital world investors	19.98M	5.54%	$1.25B
Harris associates l p	10.93M	3.03%	$685.19M
Morgan stanley	10.11M	2.80%	$633.63M
State street	9.94M	2.76%	$623.37M
William blair investment management	8.75M	2.43%	$548.56M
Massachusetts financial services co /ma/	7.62M	2.11%	$477.65M
Boston partners	6.17M	1.71%	$386.83M

Top Institutional Shareholders by % of Total Assets

Holder	Shares	% Assets	Value
Meketa investment group inc /adv	28.40K	5.84%	$1.78M
Meketa capital	47.35K	5.36%	$2.39M
Sirios capital management l p	416.14K	3.40%	$26.09M
Azora capital lp	1.08M	3.13%	$67.47M
Ariel investments	4.23M	2.84%	$265.43M
Sargent investment group	307.47K	2.75%	$19.28M
Gator capital management	162.76K	2.59%	$10.21M
Kerusso capital management	65.67K	2.53%	$4.12M
Franklin street advisors inc /nc	672.82K	2.43%	$42.19M
Phase 2 partners	63.89K	2.42%	$3.23M

Top Buyers

Holder	Shares	% Assets	Change
State street	9.94M	0.02%	1.72M
Blackrock funding, inc. /de	32.50M	0.04%	1.06M
Morgan stanley	10.11M	0.04%	969.95K
Millennium management	1.49M	0.04%	912.96K
Norges bank	882.01K	0.01%	882.01K

Top Sellers

Holder	Shares	% Assets	Change
Vulcan value partners	-	-	-5.18M
Balyasny asset management	-	-	-1.58M
Bamco inc /ny/	167.08K	0.03%	-1.33M
Verition fund management	52.22K	0.01%	-1.32M
William blair investment management	8.75M	1.42%	-1.20M

New Positions

Holder	Shares	% Assets	Change	Value
Norges bank	882.01K	0.01%	882.01K	$44.53M
Moore capital management, lp	670.08K	0.58%	670.08K	$42.01M
River road asset management	156.27K	0.11%	156.27K	$9.80M
Edgestream partners	90.25K	0.17%	90.25K	$5.66M
Congress wealth management llc / de /	89.61K	0.04%	89.61K	$4.61M

Sold Out

Holder	Change
Clear point advisors	-1.00
Stephens consulting	-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 %
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%
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%

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	7.96M	2.22%	-180.28K
Vanguard US Total Market Shares ETF	7.32M	2.03%	-115.87K
iShares Core S&P Mid-Cap ETF	6.94M	1.92%	-
Oakmark Investor	6.69M	1.85%	1.86M
Vanguard Small Cap Index	6.14M	1.71%	-39.18K
JHancock Disciplined Value Mid Cap I	4.89M	1.35%	-
American Funds Washington Mutual A	4.69M	1.30%	1.32M
Capital Group Wash Mutual Invtrs Comp	4.69M	1.30%	1.32M
Vanguard Small Cap Value Index Inv	3.95M	1.10%	6.57K

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 Q4	-	-
2025 Q3	-	4
2025 Q2	-	-
2025 Q1	-	2
2024 Q4	-	2

CG Ownership FAQ

Who Owns Carlyle Group?

Carlyle Group shareholders are primarily institutional investors at 62.94%, followed by 25.47% insiders and 11.59% retail investors. The average institutional ownership in Carlyle Group's industry, Asset Management Stocks, is 33.74%, which Carlyle Group exceeds.

Who owns the most shares of Carlyle Group?

Carlyle Group’s largest shareholders are Blackrock funding, inc. /de (32.5M shares, 9.02%), Vanguard group (25.43M shares, 7.06%), and Blackrock (22.71M shares, 6.29%). Together, they hold 22.37% 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 5.84% of its assets in 28.4K Carlyle Group shares, valued at 1.78M$.

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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