Who Owns Carlyle Group Stock?
NASDAQ: CGFinanceInvestment ManagersUSD
At close: Oct 9, 4:00 PM ET · Delayed 15 min
Ownership breakdown
- Held by institutions
- 64.76%
- Held by insiders
- 26.42%
- Institutional holders
- 815
- Institutions 64.8%
- Insiders 26.4%
- Public and other 8.8%
Who owns Carlyle Group stock?
Institutional investors own about 64.8% of Carlyle Group's shares, spread across 815 institutions that file 13F reports. That level of institutional ownership is moderate. Insiders, including executives, directors and large founding shareholders, hold 26.42% of CG.
The largest institutional holders are Blackrock Inc. (8.98%), Harris Associates L.P. (4.96%) and Vanguard Portfolio Management LLC (3.32%). Together, the top 10 institutions control 34.9% of shares outstanding. In their latest filings, 6 of the top 10 institutions increased their CG positions and 3 reduced them.
Summary generated from market data by MetaCap's automated system. Methodology
Top institutional holders of CG
| Institution | Shares | % Held | Change |
|---|---|---|---|
| Blackrock Inc. | 31.98M | 8.98% | +3.1% |
| Harris Associates L.P. | 17.66M | 4.96% | +6.5% |
| Vanguard Portfolio Management LLC | 11.83M | 3.32% | +0.1% |
| Capital World Investors | 11.81M | 3.32% | -33.7% |
| Vanguard Capital Management LLC | 11.46M | 3.22% | +0.6% |
| Morgan Stanley | 9.99M | 2.80% | -1.8% |
| State Street Corporation | 9.89M | 2.78% | +2.2% |
| Massachusetts Financial Services Co. | 7.74M | 2.17% | +1.2% |
| Alkeon Capital Management LLC | 5.94M | 1.67% | 0.0% |
| William Blair Investment Management, LLC | 5.91M | 1.66% | -6.1% |
% held is the share of total shares outstanding. Change is the percentage change in the position since the holder's previous 13F filing.
Top mutual fund and ETF holders of CG
| Fund | Shares | % Held |
|---|---|---|
| Income Fund of America | 11.35M | 3.18% |
| iShares Trust-iShares Core S&P Mid-Cap ETF | 9.08M | 2.55% |
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | 8.00M | 2.25% |
| HARRIS ASSOCIATES INVESTMENT TRUST-Oakmark Fund | 7.16M | 2.01% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund | 5.78M | 1.62% |
| VANGUARD WINDSOR FUNDS-Vanguard Windsor II Fund | 5.15M | 1.44% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Value Index Fund | 3.66M | 1.03% |
| MFS Series Trust IV-MFS Mid Cap Growth Fund | 3.64M | 1.02% |
| VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund | 2.97M | 0.83% |
| Ariel Investment Trust-Ariel Fund | 2.00M | 0.56% |
Frequently asked questions
Who is the largest shareholder of Carlyle Group?
Blackrock Inc. is the largest institutional shareholder of CG, owning 8.98% of shares outstanding (31.98M shares) as of its latest 13F filing.
What percentage of Carlyle Group is owned by institutions?
Institutions own about 64.8% of CG shares and 88.0% of the public float.
How much of Carlyle Group do insiders own?
Insiders, such as officers and directors, own about 26.42% of CG shares outstanding.
Where does institutional ownership data come from?
Investment managers with more than $100 million in US equities must file Form 13F with the SEC within 45 days of each quarter-end. Holdings are therefore up to about 4.5 months old when published.