Carlyle Group Ownership | Who Owns Carlyle Group?

Overview Forecast RevenueFinancials Chart Transcripts

Carlyle Group Ownership Summary

Carlyle Group is owned by 33.65% institutional investors, 26.36% insiders, and 39.99% retail investors. Blackrock funding, inc. /de is the largest institutional shareholder, holding 8.63% of CG shares. American Funds Income Fund of Amer A is the top mutual fund, with 3.14% of its assets in Carlyle Group shares.

CG Ownership Benchmark

Type	Name	% Inst	% Insiders	% Retail
Stock	Carlyle Group	33.65%	26.36%	39.99%
Sector	Financial Services Stocks	37.05%	15.59%	47.36%
Industry	Asset Management Stocks	49.02%	11.57%	39.41%

Institutional Shareholders

Top Institutional Shareholders by Total Shares

Holder	Shares	% Holding	Value
Blackrock funding, inc. /de	31.02M	8.63%	$1.50B
Vanguard group	26.37M	7.32%	$1.56B
Blackrock	22.71M	6.29%	$911.70M
Capital world investors	17.83M	4.96%	$862.66M
Harris associates l p	16.58M	4.61%	$802.50M
Morgan stanley	10.17M	2.83%	$492.24M
State street	9.68M	2.69%	$468.46M
Massachusetts financial services co /ma/	7.65M	2.13%	$372.94M
Millennium management	6.80M	1.89%	$329.20M
William blair investment management	6.30M	1.75%	$304.91M

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)	1.30M	4.53%	$62.56M
Sirios capital management l p	542.25K	3.18%	$26.24M
Azora capital lp	1.08M	3.13%	$67.47M
Smh capital advisors	911.00	2.77%	$911.03K
Regents of the university of california	1.52M	2.59%	$73.36M
Phase 2 partners	63.89K	2.42%	$3.23M
Ariel investments	3.98M	2.16%	$192.68M
Franklin street advisors inc /nc	663.23K	1.97%	$32.09M

Top Buyers

Holder	Shares	% Assets	Change
Norges bank	4.88M	0.03%	4.88M
Vanguard fiduciary trust	1.61M	0.02%	1.61M
Regents of the university of california	1.52M	2.59%	1.52M
Harris associates l p	16.58M	1.07%	1.39M
Fmr	3.70M	0.01%	1.34M

Top Sellers

Holder	Shares	% Assets	Change
Boston partners	-	-	-5.53M
Vulcan value partners	-	-	-5.18M
Capital world investors	17.83M	0.12%	-2.14M
Capital investors	-	-	-1.71M
Millennium management	6.80M	0.14%	-1.54M

New Positions

Holder	Shares	% Assets	Change	Value
Norges bank	4.88M	0.03%	4.88M	$288.26M
Vanguard fiduciary trust	1.61M	0.02%	1.61M	$77.75M
Regents of the university of california	1.52M	2.59%	1.52M	$73.36M
Moore capital management, lp	670.08K	0.58%	670.08K	$42.01M
Vanguard asset management	474.70K	0.02%	474.70K	$22.97M

Sold Out

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

Institutional Ownership Trends

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

Top Mutual Funds Shareholders

Holder	Shares	% Holding	Change
American Funds Income Fund of Amer A	11.35M	3.14%	-3.08M
iShares Core S&P Mid-Cap ETF	8.76M	2.43%	-4.42K
Vanguard Total Stock Mkt Idx Inv	8.04M	2.23%	20.10K
Vanguard US Total Market Shares ETF	7.32M	2.03%	-115.87K
Oakmark Investor	6.72M	1.88%	29.00K
Vanguard Small Cap Index	5.81M	1.62%	-11.99K
Capital Group Wash Mutual Invtrs Comp	5.52M	1.54%	821.39K
American Funds Washington Mutual A	5.52M	1.53%	821.39K
Vanguard Windsor II Inv	5.15M	1.43%	1.01M
Vanguard Small Cap Value Index Inv	3.73M	1.04%	26.29K

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 33.65%, followed by 26.36% insiders and 39.99% retail investors. The average institutional ownership in Carlyle Group's industry, Asset Management Stocks, is 49.02%, which Carlyle Group falls below.

Who owns the most shares of Carlyle Group?

Carlyle Group’s largest shareholders are Blackrock funding, inc. /de (31.02M shares, 8.63%), Vanguard group (26.37M shares, 7.32%), and Blackrock (22.71M shares, 6.29%). Together, they hold 22.24% 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 Fund of Amer A is the top mutual fund holder of Carlyle Group shares, with 3.14% of its total shares outstanding invested in 11.35M Carlyle Group shares.

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