Carlyle Group Ownership | Who Owns Carlyle Group?
Carlyle Group Ownership Summary
Carlyle Group is owned by 63.65% institutional investors, 25.92% insiders, and 10.42% retail investors. Blackrock funding, inc. /de is the largest institutional shareholder, holding 8.72% 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 | 63.65% | 25.92% | 10.42% |
| Sector | Financial Services Stocks | 48.97% | 15.42% | 35.61% |
| Industry | Asset Management Stocks | 47.91% | 9.99% | 42.10% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Blackrock funding, inc. /de | 31.44M | 8.72% | $1.62B |
| Vanguard group | 23.16M | 6.49% | $1.17B |
| Blackrock | 22.71M | 6.29% | $911.70M |
| Capital world investors | 19.96M | 5.54% | $1.03B |
| Morgan stanley | 12.86M | 3.56% | $516.16M |
| Harris associates l p | 11.32M | 3.14% | $581.64M |
| William blair investment management | 9.95M | 2.76% | $511.40M |
| State street | 7.79M | 2.18% | $393.10M |
| Boston partners | 7.10M | 1.99% | $358.69M |
| Massachusetts financial services co /ma/ | 7.14M | 1.98% | $366.94M |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Meketa capital | 47.35K | 5.36% | $2.39M |
| Meketa investment group inc /adv | 31.87K | 4.96% | $1.64M |
| Sirios capital management l p | 460.69K | 3.43% | $23.68M |
| Algebris (uk) | 392.87K | 3.18% | $20.16M |
| Davis asset management | 1.50M | 3.00% | $77.10M |
| Ariel investments | 4.71M | 2.74% | $241.86M |
| Sargent investment group | 320.04K | 2.72% | $20.13M |
| Allen mooney & barnes investment advisors | 314.43K | 2.65% | $16.16M |
| Gator capital management | 161.53K | 2.57% | $8.30M |
| Phase 2 partners | 63.89K | 2.42% | $3.23M |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Ubs group | 3.20M | 0.03% | 2.55M |
| Harris associates l p | 11.32M | 0.95% | 2.53M |
| Capital world investors | 19.96M | 0.15% | 2.24M |
| Blackrock funding, inc. /de | 31.44M | 0.03% | 2.18M |
| Verition fund management | 1.37M | 0.31% | 1.36M |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Vulcan value partners | - | - | -5.18M |
| William blair investment management | 9.95M | 1.36% | -2.22M |
| Balyasny asset management | - | - | -1.58M |
| Fmr | 2.56M | 0.01% | -1.50M |
| Amundi | 291.21K | 0.01% | -1.15M |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Norges bank | 882.01K | 0.01% | 882.01K | $44.53M |
| Alyeska investment group | 549.33K | 0.10% | 549.33K | $28.24M |
| Gillson capital lp | 544.21K | 2.14% | 544.21K | $27.97M |
| Weiss asset management lp | 495.20K | 0.29% | 495.20K | $25.45M |
| T. rowe price investment management | 306.90K | 0.01% | 306.90K | $15.78M |
Sold Out
| Holder | Change |
|---|---|
| Clear point advisors | -1.00 |
| Nelson, van denburg & campbell wealth management group | -2.00 |
| Activest wealth management | -3.00 |
| Capital performance advisors llp | -4.00 |
| Anfield capital management | -6.00 |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| 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% |
| Jun 30, 2024 | 524 | -2.96% | 210,271,593 | 2.06% | 58 | 1.79% | 235 | -13.60% | 183 | 12.27% |
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 | 1.93% | -12.48K |
| 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 | 1.36% | - |
| Capital Group Wash Mutual Invtrs Comp | 4.69M | 1.30% | 1.32M |
| American Funds Washington Mutual A | 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 Q3 | - | 4 |
| 2025 Q2 | - | - |
| 2025 Q1 | - | 2 |
| 2024 Q4 | - | 2 |
| 2024 Q3 | - | - |
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