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
VIP Balanced Portfolio Variable Insurance Products Fund III 102,1004.9M $0.06 %0.03 %as of Mar 31, 2026 ↗
Nuveen Large Cap Value Index Fund TIAA-CREF Funds 101,4325.1M $0.04 %0.03 %as of Apr 30, 2026 ↗
MidCap S&P 400 Index Fund Principal Funds, Inc 99,2715M $0.38 %0.03 %as of Apr 30, 2026 ↗
Columbia Variable Portfolio - Select Mid Cap Value Fund Columbia Funds Variable Series Trust II 99,0794.8M $1.86 %0.03 %as of Mar 31, 2026 ↗
iShares Russell 2500 ETF iShares Trust 97,8874.7M $0.18 %0.03 %as of Mar 31, 2026 ↗
MOA MID CAP EQUITY INDEX FUND MoA Funds Corp 97,8234.7M $0.39 %0.03 %as of Mar 31, 2026 ↗
VictoryShares US EQ Income Enhanced Volatility Wtd ETF Victory Portfolios II 93,8854.5M $0.63 %0.03 %as of Mar 31, 2026 ↗
STATE STREET SMALL/MID CAP EQUITY INDEX PORTFOLIO STATE STREET INSTITUTIONAL INVESTMENT TRUST 93,3124.5M $0.17 %0.03 %as of Mar 31, 2026 ↗
VANGUARD S&P MID-CAP 400 GROWTH INDEX FUND VANGUARD ADMIRAL FUNDS 92,3344.8M $0.29 %0.03 %as of Feb 28, 2026 ↗
Mid Cap Index Trust John Hancock Variable Insurance Trust 92,1744.5M $0.38 %0.03 %as of Mar 31, 2026 ↗
LVIP Blended Mid Cap Managed Volatility Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST 92,0254.5M $0.66 %0.03 %as of Mar 31, 2026 ↗
Fidelity ZERO Extended Market Index Fund Fidelity Concord Street Trust 91,2734.6M $0.19 %0.03 %as of Apr 30, 2026 ↗
MFS Mid Cap Growth Series MFS VARIABLE INSURANCE TRUST 91,2164.4M $1.38 %0.03 %as of Mar 31, 2026 ↗
NVIT Mid Cap Index Fund Nationwide Variable Insurance Trust 90,7484.4M $0.39 %0.03 %as of Mar 31, 2026 ↗
Fidelity Series Large Cap Value Index Fund Fidelity Salem Street Trust 89,3324.5M $0.04 %0.03 %as of Apr 30, 2026 ↗
VIP Stock Selector Portfolio Variable Insurance Products Fund 88,4004.3M $0.10 %0.02 %as of Mar 31, 2026 ↗
Dimensional US Core Equity Market ETF Dimensional ETF Trust 88,3924.4M $0.04 %0.02 %as of Apr 30, 2026 ↗
MetLife Mid Cap Stock Index Portfolio Brighthouse Funds Trust II 88,0664.3M $0.38 %0.02 %as of Mar 31, 2026 ↗
Sit Mid Cap Growth Fund SIT MID CAP GROWTH FUND INC 85,7004.1M $2.00 %0.02 %as of Mar 31, 2026 ↗
iShares Core S&P U.S. Growth ETF iShares Trust 85,2074.1M $0.02 %0.02 %as of Mar 31, 2026 ↗
Frontier Mid Cap Growth Portfolio Brighthouse Funds Trust II 84,3034.1M $0.43 %0.02 %as of Mar 31, 2026 ↗
Fidelity Nasdaq Composite Index ETF Fidelity Commonwealth Trust 83,2934.3M $0.05 %0.02 %as of Feb 28, 2026 ↗
Fidelity Advisor Financials Fund Fidelity Advisor Series VII 82,6004.1M $0.66 %0.02 %as of Apr 30, 2026 ↗
Schwab 1000 Index Fund SCHWAB INVESTMENTS 82,1644.1M $0.02 %0.02 %as of Apr 30, 2026 ↗
iShares U.S. Financial Services ETF iShares Trust 77,6573.9M $0.19 %0.02 %as of Apr 30, 2026 ↗
LVIP SSGA Mid-Cap Index Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST 75,9863.7M $0.39 %0.02 %as of Mar 31, 2026 ↗
William Blair Growth Fund WILLIAM BLAIR FUNDS 74,6433.6M $1.87 %0.02 %as of Mar 31, 2026 ↗
iShares MSCI ACWI ETF iShares Trust 73,5263.7M $0.01 %0.02 %as of Apr 30, 2026 ↗
Dimensional U.S. Equity Market ETF Dimensional ETF Trust 71,7353.6M $0.02 %0.02 %as of Apr 30, 2026 ↗
iShares Russell 3000 ETF iShares Trust 70,5913.4M $0.02 %0.02 %as of Mar 31, 2026 ↗
Avantis U.S. Equity ETF American Century ETF Trust 69,8713.6M $0.03 %0.02 %as of Feb 28, 2026 ↗
William Blair Small-Mid Cap Core Fund WILLIAM BLAIR FUNDS 69,3523.4M $1.48 %0.02 %as of Mar 31, 2026 ↗
AB EQUITY INCOME FUND INC AB EQUITY INCOME FUND INC 67,5303.5M $0.49 %0.02 %as of Feb 28, 2026 ↗
Handelsbanken Global Småbolag Index Criteria Handelsbanken Fonder AB 66,70030.7M SEK0.11 %0.02 %as of Mar 31, 2026 ↗
Financial Industries Trust John Hancock Variable Insurance Trust 65,3063.2M $2.60 %0.02 %as of Mar 31, 2026 ↗
Fidelity MSCI Financials Index ETF FIDELITY COVINGTON TRUST 61,8963.1M $0.14 %0.02 %as of Apr 30, 2026 ↗
MFS Mid Cap Value Portfolio MFS VARIABLE INSURANCE TRUST III 61,6243M $0.50 %0.02 %as of Mar 31, 2026 ↗
Schwab Fundamental U.S. Large Company Index Fund SCHWAB CAPITAL TRUST 60,8423M $0.02 %0.02 %as of Apr 30, 2026 ↗
MassMutual Mid Cap Growth Fund MASSMUTUAL SELECT FUNDS 60,8092.9M $0.11 %0.02 %as of Mar 31, 2026 ↗
Victory 500 Index Fund Victory Portfolios III 60,4813M $0.02 %0.02 %as of Apr 30, 2026 ↗
Thrivent Mid Cap Value ETF Thrivent ETF Trust 58,7172.8M $1.00 %0.02 %as of Mar 31, 2026 ↗
EQ/400 Managed Volatility Portfolio EQ Advisors Trust 58,5262.8M $0.37 %0.02 %as of Mar 31, 2026 ↗
THRIVENT MID CAP INDEX PORTFOLIO Thrivent Series Fund, Inc. 58,4662.8M $0.39 %0.02 %as of Mar 31, 2026 ↗
NVIT BlackRock Equity Dividend Fund Nationwide Variable Insurance Trust 57,2232.8M $0.49 %0.02 %as of Mar 31, 2026 ↗
BlackRock Multi-Asset Income Portfolio BlackRock Funds II 55,0682.8M $0.03 %0.02 %as of Apr 30, 2026 ↗
Column Mid Cap Select Fund Trust for Professional Managers 54,7042.8M $0.09 %0.02 %as of Feb 28, 2026 ↗
Goldman Sachs Equal Weight U.S. Large Cap Equity ETF Goldman Sachs ETF Trust 54,6532.8M $0.17 %0.02 %as of Feb 28, 2026 ↗
WisdomTree U.S. LargeCap Dividend Fund WisdomTree Trust 54,3562.6M $0.05 %0.02 %as of Mar 31, 2026 ↗
JPMorgan Small & Mid Cap Enhanced Equity ETF J.P. Morgan Exchange-Traded Fund Trust 53,9742.6M $0.11 %0.02 %as of Mar 31, 2026 ↗
iShares MSCI USA Equal Weighted ETF iShares, Inc. 51,0132.7M $0.17 %0.01 %as of Feb 28, 2026 ↗
Schwab U.S. Mid-Cap Index Fund SCHWAB CAPITAL TRUST 50,1742.5M $0.10 %0.01 %as of Apr 30, 2026 ↗
GATOR CAPITAL LONG/SHORT FUND Caldwell & Orkin Funds, Inc. 50,0002.5M $3.08 %0.01 %as of Apr 30, 2026 ↗
VictoryShares US Large Cap High Div Volatility Wtd ETF Victory Portfolios II 48,9512.4M $0.63 %0.01 %as of Mar 31, 2026 ↗
CVT S&P MidCap 400 Index Portfolio Calvert Variable Trust, Inc. 47,8052.3M $0.38 %0.01 %as of Mar 31, 2026 ↗
Innovator Equity Managed Floor ETF Innovator ETFs Trust 46,2322.3M $0.14 %0.01 %as of Apr 30, 2026 ↗
Calvert U.S. Large Cap Value Responsible Index Fund Calvert Responsible Index Series, Inc. 45,4902.2M $0.12 %0.01 %as of Mar 31, 2026 ↗
Dividend Value Fund VALIC Co I 44,9622.3M $0.32 %0.01 %as of Feb 28, 2026 ↗
Länsförsäkringar Global Index Länsförsäkringar Fondförvaltning AB 44,89320.7M SEK0.02 %0.01 %as of Mar 31, 2026 ↗
iShares Russell Mid-Cap Index Fund BlackRock Funds 44,8322.2M $0.09 %0.01 %as of Apr 30, 2026 ↗
Fidelity Mid Cap Value Index Fund Fidelity Salem Street Trust 44,4592.2M $0.13 %0.01 %as of Mar 31, 2026 ↗
Invesco RAFI US 1000 ETF Invesco Exchange-Traded Fund Trust 44,3972.2M $0.02 %0.01 %as of Apr 30, 2026 ↗
VANGUARD RUSSELL 1000 INDEX FUND VANGUARD SCOTTSDALE FUNDS 43,6992.3M $0.02 %0.01 %as of Feb 28, 2026 ↗
VanEck Morningstar SMID Moat ETF VanEck ETF Trust 43,3102.1M $0.66 %0.01 %as of Mar 31, 2026 ↗
State Street(R) SPDR(R) Portfolio S&P 1500(R) Composite Stock Market ETF SPDR SERIES TRUST 42,9492.1M $0.02 %0.01 %as of Mar 31, 2026 ↗
iShares Russell Small/Mid-Cap Index Fund BlackRock Funds 42,0672.1M $0.17 %0.01 %as of Apr 30, 2026 ↗
Six Circles U.S. Unconstrained Equity Fund SIX CIRCLES TRUST 41,8492M $0.01 %0.01 %as of Mar 31, 2026 ↗
AVIP S&P MidCap 400 Index Portfolio AuguStar Variable Insurance Products Fund Inc 40,9212M $0.39 %0.01 %as of Mar 31, 2026 ↗
Invesco MSCI USA ETF Invesco Exchange-Traded Fund Trust II 40,0262.1M $0.02 %0.01 %as of Feb 28, 2026 ↗
Miller Income Fund Advisor Managed Portfolios 40,0001.9M $1.12 %0.01 %as of Mar 31, 2026 ↗
VIP Financials Portfolio Variable Insurance Products Fund IV 39,8001.9M $0.71 %0.01 %as of Mar 31, 2026 ↗
SIIT EXTENDED MARKET INDEX FUND SEI INSTITUTIONAL INVESTMENTS TRUST 39,5002.1M $0.17 %0.01 %as of Feb 28, 2026 ↗
SA Mid Cap Index Portfolio SUNAMERICA SERIES TRUST 39,4902M $0.38 %0.01 %as of Apr 30, 2026 ↗
JNL/Mellon Financial Sector Fund JNL Series Trust 38,4041.9M $0.14 %0.01 %as of Mar 31, 2026 ↗
Fidelity Flex Mid Cap Index Fund Fidelity Salem Street Trust 37,6571.9M $0.31 %0.01 %as of Apr 30, 2026 ↗
Sit Dividend Growth Fund SIT MUTUAL FUNDS INC 36,8501.8M $0.80 %0.01 %as of Mar 31, 2026 ↗
AZL Mid Cap Index Fund Allianz Variable Insurance Products Trust 36,7831.8M $0.40 %0.01 %as of Mar 31, 2026 ↗
Nationwide Mid Cap Market Index Fund Nationwide Mutual Funds 36,6341.8M $0.38 %0.01 %as of Apr 30, 2026 ↗
U.S. VECTOR EQUITY PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 35,7131.8M $0.03 %0.01 %as of Apr 30, 2026 ↗
Dimensional US Large Cap Value ETF Dimensional ETF Trust 35,6551.8M $0.03 %0.01 %as of Apr 30, 2026 ↗
T. Rowe Price Extended Equity Market Index Fund T. ROWE PRICE INDEX TRUST, INC. 34,8471.7M $0.17 %0.01 %as of Mar 31, 2026 ↗
Calvert U.S. Large Cap Core Responsible Index Fund Calvert Responsible Index Series, Inc. 34,4591.7M $0.03 %0.01 %as of Mar 31, 2026 ↗
Six Circles Managed Equity Portfolio U.S. Unconstrained Fund SIX CIRCLES TRUST 33,3381.6M $0.01 %0.01 %as of Mar 31, 2026 ↗
First Trust Dorsey Wright Momentum & Dividend ETF First Trust Exchange-Traded Fund VI 33,0271.6M $2.55 %0.01 %as of Mar 31, 2026 ↗
EQ/Common Stock Index Portfolio EQ Advisors Trust 32,0001.5M $0.02 %0.01 %as of Mar 31, 2026 ↗
THE U.S. LARGE CAP VALUE SERIES DFA INVESTMENT TRUST CO 31,8431.6M $0.01 %0.01 %as of Apr 30, 2026 ↗
Invesco S&P Midcap 400 QVM Multi-Factor ETF Invesco Exchange-Traded Fund Trust II 31,2941.6M $0.40 %0.01 %as of Feb 28, 2026 ↗
iShares Morningstar Mid-Cap Value ETF iShares Trust 30,6041.5M $0.15 %0.01 %as of Apr 30, 2026 ↗
Invesco S&P MidCap 400 Revenue ETF Invesco Exchange-Traded Fund Trust II 30,1271.6M $0.14 %0.01 %as of Feb 28, 2026 ↗
Pacer Trendpilot US Mid Cap ETF Pacer Funds Trust 29,7711.5M $0.38 %0.01 %as of Apr 30, 2026 ↗
State Street(R) SPDR(R) Russell 1000 Yield Focus ETF SPDR SERIES TRUST 29,6511.4M $0.17 %0.01 %as of Mar 31, 2026 ↗
BlackRock Equity Dividend V.I. Fund BlackRock Variable Series Funds, Inc. 29,1001.4M $0.49 %0.01 %as of Mar 31, 2026 ↗
U.S. Strategic Equity Fund RUSSELL INVESTMENT FUNDS 28,6431.4M $0.23 %0.01 %as of Mar 31, 2026 ↗
EQ/Fidelity Institutional AM Large Cap Portfolio EQ Advisors Trust 28,6001.4M $0.10 %0.01 %as of Mar 31, 2026 ↗
Strategic Equity Allocation Trust John Hancock Variable Insurance Trust 28,2721.4M $0.03 %0.01 %as of Mar 31, 2026 ↗
Dimensional US Core Equity 1 ETF Dimensional ETF Trust 27,8351.4M $0.05 %0.01 %as of Apr 30, 2026 ↗
BlackRock Basic Value V.I. Fund BlackRock Variable Series Funds, Inc. 27,8161.3M $0.44 %0.01 %as of Mar 31, 2026 ↗
Invesco Russell 1000 Dynamic Multifactor ETF Invesco Exchange-Traded Self-Indexed Fund Trust 27,3401.4M $0.03 %0.01 %as of Feb 28, 2026 ↗
U.S. Social Core Equity 2 Portfolio DFA INVESTMENT DIMENSIONS GROUP INC 27,2721.4M $0.06 %0.01 %as of Apr 30, 2026 ↗
JPMORGAN BETABUILDERS U.S. EQUITY ETF J.P. Morgan Exchange-Traded Fund Trust 27,2031.4M $0.02 %0.01 %as of Apr 30, 2026 ↗
U.S. Large Cap Equity Portfolio DFA INVESTMENT DIMENSIONS GROUP INC 27,1591.4M $0.05 %0.01 %as of Apr 30, 2026 ↗

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