Titelia

Fund shareholders of Carlyle Group Inc/The

ISIN US14316J1088 · United States · LEI 529900NGGVF94UK6PG95

Fund shareholders
427
Of which ETFs
116 311 other funds
Value held
5B $ 475.6M SEK · 516.1K €
Share of capital
28.6 % of 356.3M shares on Aug 4, 2026
FundSharesValueWeight in fundShare of capital
Income Fund of America Income Fund of America 11,348,299568.2M $0.39 %3.18 %as of Apr 30, 2026 ↗
iShares Core S&P Mid-Cap ETF iShares Trust 8,591,538415.7M $0.39 %2.41 %as of Mar 31, 2026 ↗
VANGUARD TOTAL STOCK MARKET INDEX FUND VANGUARD INDEX FUNDS 8,016,209387.9M $0.02 %2.25 %as of Mar 31, 2026 ↗
Oakmark Fund HARRIS ASSOCIATES INVESTMENT TRUST 6,716,200325M $1.33 %1.88 %as of Mar 31, 2026 ↗
VANGUARD SMALL-CAP INDEX FUND VANGUARD INDEX FUNDS 5,817,412281.5M $0.17 %1.63 %as of Mar 31, 2026 ↗
Washington Mutual Investors Fund Washington Mutual Investors Fund 5,515,753276.2M $0.13 %1.55 %as of Apr 30, 2026 ↗
VANGUARD WINDSOR II FUND VANGUARD WINDSOR FUNDS 5,148,929257.8M $0.40 %1.44 %as of Apr 30, 2026 ↗
VANGUARD SMALL-CAP VALUE INDEX FUND VANGUARD INDEX FUNDS 3,704,371179.3M $0.30 %1.04 %as of Mar 31, 2026 ↗
MFS Mid Cap Growth Fund MFS Series Trust IV 3,660,200190.3M $1.38 %1.03 %as of Feb 28, 2026 ↗
VANGUARD EXTENDED MARKET INDEX FUND VANGUARD INDEX FUNDS 2,896,786140.2M $0.17 %0.81 %as of Mar 31, 2026 ↗
BlackRock Equity Dividend Fund BlackRock Equity Dividend Fund 1,843,98092.3M $0.47 %0.52 %as of Apr 30, 2026 ↗
Ariel Fund Ariel Investment Trust 1,721,27183.3M $3.25 %0.48 %as of Mar 31, 2026 ↗
MFS Mid Cap Value Fund MFS SERIES TRUST XI 1,672,83280.9M $0.51 %0.47 %as of Mar 31, 2026 ↗
Fidelity Extended Market Index Fund Fidelity Concord Street Trust 1,360,07370.7M $0.17 %0.38 %as of Feb 28, 2026 ↗
State Street(R) SPDR(R) Portfolio S&P 400(TM) Mid Cap ETF SPDR SERIES TRUST 1,267,67061.3M $0.39 %0.36 %as of Mar 31, 2026 ↗
VANGUARD HIGH DIVIDEND YIELD INDEX FUND VANGUARD WHITEHALL FUNDS 1,029,57651.6M $0.05 %0.29 %as of Apr 30, 2026 ↗
iShares Russell Mid-Cap ETF iShares Trust 997,32548.3M $0.10 %0.28 %as of Mar 31, 2026 ↗
Columbia Select Mid Cap Value Fund COLUMBIA FUNDS SERIES TRUST 991,76951.6M $1.78 %0.28 %as of Feb 28, 2026 ↗
Fidelity Mid Cap Index Fund Fidelity Salem Street Trust 968,72548.5M $0.10 %0.27 %as of Apr 30, 2026 ↗
Columbia Acorn Fund COLUMBIA ACORN TRUST 950,83546M $2.05 %0.27 %as of Mar 31, 2026 ↗
iShares S&P Mid-Cap 400 Value ETF iShares Trust 804,37538.9M $0.49 %0.23 %as of Mar 31, 2026 ↗
Strategic Advisers Fidelity U.S. Total Stock Fund Fidelity Rutland Square Trust II 787,80041M $0.02 %0.22 %as of Feb 28, 2026 ↗
Tax-Managed U.S. Large Cap Fund RUSSELL INVESTMENT CO 641,73632.1M $0.27 %0.18 %as of Apr 30, 2026 ↗
iShares S&P Mid-Cap 400 Growth ETF iShares Trust 614,61829.7M $0.30 %0.17 %as of Mar 31, 2026 ↗
Fidelity Balanced Fund Fidelity Puritan Trust 608,10031.6M $0.05 %0.17 %as of Feb 28, 2026 ↗
iShares Russell 1000 Value ETF iShares Trust 601,05529.1M $0.04 %0.17 %as of Mar 31, 2026 ↗
William Blair Large Cap Growth Fund WILLIAM BLAIR FUNDS 587,65728.4M $1.56 %0.16 %as of Mar 31, 2026 ↗
Dimensional U.S. Core Equity 2 ETF Dimensional ETF Trust 495,53024.8M $0.06 %0.14 %as of Apr 30, 2026 ↗
Fidelity Total Market Index Fund Fidelity Concord Street Trust 485,87425.3M $0.02 %0.14 %as of Feb 28, 2026 ↗
Carnegie Listed Private Equity Carnegie Fonder AB 459,476211.9M SEK3.30 %0.13 %as of Mar 31, 2026 ↗
Select Brokerage and Investment Management Portfolio Fidelity Select Portfolios 455,20023.7M $2.39 %0.13 %as of Feb 28, 2026 ↗
Fidelity U.S. Equity Central Fund Fidelity Central Investment Portfolios LLC 405,30019.6M $0.10 %0.11 %as of Mar 31, 2026 ↗
VANGUARD S&P MID-CAP 400 INDEX FUND VANGUARD ADMIRAL FUNDS 394,98920.5M $0.39 %0.11 %as of Feb 28, 2026 ↗
Ariel Appreciation Fund Ariel Investment Trust 394,13319.1M $2.18 %0.11 %as of Mar 31, 2026 ↗
VANGUARD FINANCIALS INDEX FUND VANGUARD WORLD FUND 392,77320.4M $0.15 %0.11 %as of Feb 28, 2026 ↗
Fidelity Series Total Market Index Fund Fidelity Concord Street Trust 385,32020M $0.02 %0.11 %as of Feb 28, 2026 ↗
iShares Russell Mid-Cap Value ETF iShares Trust 376,21118.2M $0.13 %0.11 %as of Mar 31, 2026 ↗
Natixis Oakmark Fund Natixis Funds Trust II 339,78416.4M $1.52 %0.10 %as of Mar 31, 2026 ↗
iShares Core S&P Total U.S. Stock Market ETF iShares Trust 332,30816.1M $0.02 %0.09 %as of Mar 31, 2026 ↗
College Retirement Equities Fund - Total Global Stock Account College Retirement Equities Fund 318,68015.4M $0.01 %0.09 %as of Mar 31, 2026 ↗
AP7 Aktiefond Sjunde AP-fonden 318,407146.8M SEK0.01 %0.09 %as of Mar 31, 2026 ↗
William Blair Small-Mid Cap Growth Fund WILLIAM BLAIR FUNDS 317,49315.4M $1.36 %0.09 %as of Mar 31, 2026 ↗
Washington Mutual Investors Fund AMERICAN FUNDS INSURANCE SERIES 317,35315.4M $0.13 %0.09 %as of Mar 31, 2026 ↗
WisdomTree U.S. Value Fund WisdomTree Trust 293,49014.2M $0.55 %0.08 %as of Mar 31, 2026 ↗
U.S. CORE EQUITY 2 PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 267,86313.4M $0.04 %0.08 %as of Apr 30, 2026 ↗
Schwab U.S. Large-Cap ETF SCHWAB STRATEGIC TRUST 267,16613.9M $0.02 %0.07 %as of Feb 28, 2026 ↗
JNL Mid Cap Index Fund JNL Series Trust 261,83812.7M $0.39 %0.07 %as of Mar 31, 2026 ↗
College Retirement Equities Fund - Global Equities Account College Retirement Equities Fund 249,24312.1M $0.04 %0.07 %as of Mar 31, 2026 ↗
State Street(R) SPDR(R) S & P 400(TM) Mid Cap Value ETF SPDR SERIES TRUST 243,93011.8M $0.49 %0.07 %as of Mar 31, 2026 ↗
U.S. CORE EQUITY 1 PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 239,05612M $0.03 %0.07 %as of Apr 30, 2026 ↗
VANGUARD EXPLORER VALUE FUND VANGUARD SCOTTSDALE FUNDS 228,48311.9M $0.98 %0.06 %as of Feb 28, 2026 ↗
VANGUARD TOTAL WORLD STOCK INDEX FUND VANGUARD INTERNATIONAL EQUITY INDEX FUNDS 224,83911.3M $0.01 %0.06 %as of Apr 30, 2026 ↗
Fidelity Advisor Stock Selector Mid Cap Fund Fidelity Advisor Series I 223,25211.6M $0.50 %0.06 %as of Feb 28, 2026 ↗
Brown Advisory - Beutel Goodman Large-Cap Value Fund Brown Advisory Funds 219,32210.6M $1.06 %0.06 %as of Mar 31, 2026 ↗
EQ/Mid Cap Index Portfolio EQ Advisors Trust 212,70310.3M $0.39 %0.06 %as of Mar 31, 2026 ↗
Fidelity Nasdaq Composite Index Fund Fidelity Concord Street Trust 211,88811M $0.05 %0.06 %as of Feb 28, 2026 ↗
Nuveen Equity Index Fund TIAA-CREF Funds 210,34610.5M $0.02 %0.06 %as of Apr 30, 2026 ↗
BlackRock Mid-Cap Value Fund BlackRock Mid-Cap Value Series, Inc. 203,90210.2M $0.97 %0.06 %as of Apr 30, 2026 ↗
Mid Cap Index Fund VALIC Co I 198,17410.3M $0.39 %0.06 %as of Feb 28, 2026 ↗
Strategic Advisers U.S. Total Stock Fund Fidelity Rutland Square Trust II 193,23610M $0.01 %0.05 %as of Feb 28, 2026 ↗
JNL/MFS Mid Cap Value Fund JNL Series Trust 193,0019.3M $0.50 %0.05 %as of Mar 31, 2026 ↗
Columbia Mid Cap Index Fund COLUMBIA FUNDS SERIES TRUST 191,3499.9M $0.39 %0.05 %as of Feb 28, 2026 ↗
iShares Russell 1000 ETF iShares Trust 185,7319M $0.02 %0.05 %as of Mar 31, 2026 ↗
Columbia Variable Portfolio - Acorn Fund COLUMBIA FUNDS VARIABLE SERIES TRUST 182,3698.8M $2.04 %0.05 %as of Mar 31, 2026 ↗
Dimensional U.S. Marketwide Value ETF Dimensional ETF Trust 174,8878.8M $0.06 %0.05 %as of Apr 30, 2026 ↗
Destinations Large Cap Equity Fund Brinker Capital Destinations Trust 173,7929M $0.26 %0.05 %as of Feb 28, 2026 ↗
VanEck Alternative Asset Manager ETF VanEck ETF Trust 164,3398M $4.48 %0.05 %as of Mar 31, 2026 ↗
Mid Cap Index Fund Northern Funds 163,3927.9M $0.39 %0.05 %as of Mar 31, 2026 ↗
Financial Industries Fund John Hancock Investment Trust II 161,9668.1M $3.02 %0.05 %as of Apr 30, 2026 ↗
LVIP Baron Growth Opportunities Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST 157,0007.6M $1.19 %0.04 %as of Mar 31, 2026 ↗
Large Cap Index Master Portfolio Master Investment Portfolio 155,8267.5M $0.02 %0.04 %as of Mar 31, 2026 ↗
U.S. Strategic Equity Fund RUSSELL INVESTMENT CO 155,4217.8M $0.26 %0.04 %as of Apr 30, 2026 ↗
State Street(R) SPDR(R) S & P 400(TM) Mid Cap Growth ETF SPDR SERIES TRUST 154,0817.5M $0.30 %0.04 %as of Mar 31, 2026 ↗
Schwab Total Stock Market Index Fund SCHWAB CAPITAL TRUST 152,9367.7M $0.02 %0.04 %as of Apr 30, 2026 ↗
VANGUARD RUSSELL 1000 VALUE INDEX FUND VANGUARD SCOTTSDALE FUNDS 152,0487.9M $0.04 %0.04 %as of Feb 28, 2026 ↗
Schwab U.S. Broad Market ETF SCHWAB STRATEGIC TRUST 151,4577.9M $0.02 %0.04 %as of Feb 28, 2026 ↗
EQ/MFS Mid Cap Focused Growth Portfolio EQ Advisors Trust 150,4437.3M $1.49 %0.04 %as of Mar 31, 2026 ↗
Invesco Global Listed Private Equity ETF Invesco Exchange-Traded Fund Trust 150,4247.5M $2.96 %0.04 %as of Apr 30, 2026 ↗
iShares U.S. Financials ETF iShares Trust 145,5697.3M $0.21 %0.04 %as of Apr 30, 2026 ↗
DIVERSIFIED VALUE PORTFOLIO VANGUARD VARIABLE INSURANCE FUNDS 143,3006.9M $0.50 %0.04 %as of Mar 31, 2026 ↗
VANGUARD BALANCED INDEX FUND VANGUARD VALLEY FORGE FUNDS 142,1686.9M $0.01 %0.04 %as of Mar 31, 2026 ↗
State Street(R) SPDR(R) S&P(R) Capital Markets ETF SPDR SERIES TRUST 141,2176.8M $1.64 %0.04 %as of Mar 31, 2026 ↗
LVIP BlackRock Dividend Value Managed Volatility Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST 140,6966.8M $0.35 %0.04 %as of Mar 31, 2026 ↗
Schwab U.S. Large-Cap Value ETF SCHWAB STRATEGIC TRUST 136,8197.1M $0.05 %0.04 %as of Feb 28, 2026 ↗
iShares Core S&P U.S. Value ETF iShares Trust 135,5556.6M $0.03 %0.04 %as of Mar 31, 2026 ↗
Fidelity ZERO Total Market Index Fund Fidelity Concord Street Trust 134,4866.7M $0.02 %0.04 %as of Apr 30, 2026 ↗
BlackRock High Equity Income Fund BlackRock Funds 133,5366.9M $0.33 %0.04 %as of Feb 27, 2026 ↗
Select Financials Portfolio Fidelity Select Portfolios 132,4006.9M $0.70 %0.04 %as of Feb 28, 2026 ↗
Fidelity Series All-Sector Equity Fund Fidelity Devonshire Trust 130,8006.5M $0.12 %0.04 %as of Apr 30, 2026 ↗
VANGUARD S&P MID-CAP 400 VALUE INDEX FUND VANGUARD ADMIRAL FUNDS 130,4066.8M $0.50 %0.04 %as of Feb 28, 2026 ↗
GROWTH EQUITY FUND GuideStone Funds 121,5245.9M $0.43 %0.03 %as of Mar 31, 2026 ↗
Schwab Fundamental U.S. Large Company ETF SCHWAB STRATEGIC TRUST 121,1576.3M $0.03 %0.03 %as of Feb 28, 2026 ↗
VANGUARD INSTITUTIONAL TOTAL STOCK MARKET INDEX FUND VANGUARD INSTITUTIONAL INDEX FUNDS 120,8355.8M $0.02 %0.03 %as of Mar 31, 2026 ↗
Index 400 Stock Portfolio NORTHWESTERN MUTUAL SERIES FUND INC 120,6845.8M $0.39 %0.03 %as of Mar 31, 2026 ↗
LVIP BlackRock Equity Dividend Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST 120,4035.8M $0.49 %0.03 %as of Mar 31, 2026 ↗
Empower S&P Mid Cap 400 Index Fund EMPOWER FUNDS, INC. 120,3655.8M $0.39 %0.03 %as of Mar 31, 2026 ↗
U.S. Sustainability Core 1 Portfolio DFA INVESTMENT DIMENSIONS GROUP INC 120,2786M $0.07 %0.03 %as of Apr 30, 2026 ↗
Fidelity Large Cap Value Index Fund Fidelity Salem Street Trust 106,4335.3M $0.04 %0.03 %as of Apr 30, 2026 ↗
John Hancock Multifactor Mid Cap ETF John Hancock Exchange-Traded Fund Trust 105,3875.1M $0.10 %0.03 %as of Mar 31, 2026 ↗
BNY Mellon Midcap Index Fund, Inc. BNY MELLON MIDCAP INDEX FUND, INC. 104,7875.2M $0.38 %0.03 %as of Apr 30, 2026 ↗

Download this table: CSV, JSON

Report an error

The funds most exposed to it

The weight is the share of a fund's net assets. The holders table ranks funds by number of shares. This one ranks them by the weight of the company in each fund.

FundWeight in fund
Tema Alternative Asset Managers ETF Tema ETF Trust 5.13 %as of Feb 28, 2026 ↗
VanEck Alternative Asset Manager ETF VanEck ETF Trust 4.48 %as of Mar 31, 2026 ↗
Carnegie Listed Private Equity Carnegie Fonder AB 3.30 %as of Mar 31, 2026 ↗
Ariel Fund Ariel Investment Trust 3.25 %as of Mar 31, 2026 ↗
GATOR CAPITAL LONG/SHORT FUND Caldwell & Orkin Funds, Inc. 3.08 %as of Apr 30, 2026 ↗
JNL/Morningstar PitchBook Listed Private Equity Index Fund JNL Series Trust 3.06 %as of Mar 31, 2026 ↗
Financial Industries Fund John Hancock Investment Trust II 3.02 %as of Apr 30, 2026 ↗
Invesco Global Listed Private Equity ETF Invesco Exchange-Traded Fund Trust 2.96 %as of Apr 30, 2026 ↗
Catalyst/SMH Total Return Income Fund MUTUAL FUND SERIES TRUST 2.63 %as of Mar 31, 2026 ↗
Financial Industries Trust John Hancock Variable Insurance Trust 2.60 %as of Mar 31, 2026 ↗

Quarter after quarter

Each row is one quarter of SEC filings, newest first. The change compares each quarter with the one before.

QuarterShareholdersChangeSharesChange
2026Q2405+11100,942,890-3.4 %
2026Q1394-10104,475,419+0.5 %
2025Q4404+11103,961,059-3.0 %
2025Q3393-8107,141,933+2.5 %
2025Q2401+20104,579,377+6.7 %
2025Q1381+1298,014,088+4.0 %
2024Q4369-1994,277,840+0.5 %
2024Q3388093,800,623-2.2 %
2024Q2388+1295,928,968+4.5 %
2024Q1376+4291,757,845+13.3 %
2023Q433481,006,533

Institutional managers

590 managers declare this company to the SEC (Form 13F). The table shows the 25 largest.

ManagerSharesValue
BlackRock, Inc.31,024,4451.5B $as of Mar 31, 2026
Capital World Investors17,827,216862.7M $as of Mar 31, 2026
HARRIS ASSOCIATES L P16,583,907802.5M $as of Mar 31, 2026
MORGAN STANLEY10,172,445492.2M $as of Mar 31, 2026
STATE STREET CORP9,680,870468.5M $as of Mar 31, 2026
MASSACHUSETTS FINANCIAL SERVICES CO /MA/7,649,009372.9M $as of Mar 31, 2026
MILLENNIUM MANAGEMENT LLC6,803,055329.2M $as of Mar 31, 2026
WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC6,301,109304.9M $as of Mar 31, 2026
ALKEON CAPITAL MANAGEMENT LLC5,941,316287.5M $as of Mar 31, 2026
GEODE CAPITAL MANAGEMENT, LLC5,149,123248.6M $as of Mar 31, 2026
ARIEL INVESTMENTS, LLC3,981,757192.7M $as of Mar 31, 2026
FMR LLC3,704,590179.3M $as of Mar 31, 2026
Legal & General Group Plc3,502,332169.5M $as of Mar 31, 2026
DIMENSIONAL FUND ADVISORS LP3,045,978147.3M $as of Mar 31, 2026
UBS Group AG2,902,388140.4M $as of Mar 31, 2026
AMERIPRISE FINANCIAL INC2,721,593131.7M $as of Mar 31, 2026
NORTHERN TRUST CORP2,499,796121M $as of Mar 31, 2026
Bank of New York Mellon Corp2,047,65099.1M $as of Mar 31, 2026
GOLDMAN SACHS GROUP INC1,624,36978.6M $as of Mar 31, 2026
Beutel, Goodman & Co Ltd.1,518,99273.5K $as of Mar 31, 2026
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC1,516,61173.4M $as of Mar 31, 2026
REGENTS OF THE UNIVERSITY OF CALIFORNIA1,516,01673.4M $as of Mar 31, 2026
BANK OF AMERICA CORP /DE/1,338,80764.8M $as of Mar 31, 2026
Markel Group Inc.1,327,00064.2M $as of Mar 31, 2026
ALGEBRIS (UK) LTD1,295,03462.6M $as of Mar 31, 2026

Declared shareholders of Carlyle Group Inc/The

There is 1 beneficial ownership filing. These stakes do not add up. An asset manager that files includes its own funds, which already appear among the funds on this page.

ShareholderDeclared stakeShares
Capital World Investors 5.00 %17,987,864as of Mar 31, 2026 · SCHEDULE 13G

Funds holding the debt of Carlyle Group Inc/The

70 funds declare 70 bond lines of this company. The table shows the 25 largest holdings. The amount is the one the fund files. It is not a share of the debt, because no regulator publishes the amount outstanding in open access.

FundBond linesValue
VANGUARD INTERMEDIATE-TERM CORPORATE BOND INDEX FUND139.8M $as of Feb 28, 2026
Guggenheim Total Return Bond Fund132.5M $as of Mar 31, 2026
MFS Corporate Bond Fund119.4M $as of Apr 30, 2026
VANGUARD INTERMEDIATE-TERM INVESTMENT-GRADE FUND117.8M $as of Apr 30, 2026
VANGUARD TOTAL BOND MARKET II INDEX FUND19.7M $as of Mar 31, 2026
VANGUARD INTERMEDIATE-TERM BOND INDEX FUND15.5M $as of Mar 31, 2026
iShares 5-10 Year Investment Grade Corporate Bond ETF15.4M $as of Feb 28, 2026
PIMCO Sector Fund Series - I14.3M $as of Mar 31, 2026
Capital Income Builder13.9M $as of Apr 30, 2026
Invesco Equity and Income Fund13.8M $as of Feb 28, 2026
Schwab 5-10 Year Corporate Bond ETF13.7M $as of Mar 31, 2026
VANGUARD CORE BOND FUND13.6M $as of Mar 31, 2026
Guggenheim Core Bond Fund13.5M $as of Mar 31, 2026
Victory Core Plus Intermediate Bond Fund13.3M $as of Apr 30, 2026
Invesco Corporate Bond Fund12.8M $as of Feb 28, 2026
1919 Socially Responsive Balanced Fund12.6M $as of Mar 31, 2026
iShares Core U.S. Aggregate Bond ETF12.6M $as of Feb 28, 2026
State Street(R) SPDR(R) Portfolio Intermediate Term Corporate Bond ETF11.5M $as of Mar 31, 2026
MFS Diversified Income Fund11.2M $as of Feb 28, 2026
VANGUARD STAR CORE-PLUS BOND FUND11.1M $as of Apr 30, 2026
MFS Global Opportunistic Bond Fund11.1M $as of Feb 28, 2026
American Funds Multi-Sector Income Fund1965.8K $as of Mar 31, 2026
Nuveen Bond Index Fund1964.8K $as of Mar 31, 2026
VictoryShares Core Plus Bond ETF1879.1K $as of Mar 31, 2026
VANGUARD CORE BOND ETF1854.9K $as of Mar 31, 2026
Cite this page

Titelia. "Fund shareholders of Carlyle Group Inc/The". https://titelia.com/en/stocks/carlyle-group-inc-the-US14316J1088