Titelia

Fund shareholders of Carlyle Group Inc/The

ISIN US14316J1088 · United States · LEI 529900NGGVF94UK6PG95

Fund shareholders
394
Of which ETFs
112 282 other funds
Value held
≈ 4.3B $ 4.2B $ · 475.6M SEK · 516.1K €
Share of capital
27.3 % of 356.3M shares on Aug 4, 2026
FundSharesValueWeight in fundShare of capital
U.S. Sustainability Core 1 Portfolio DFA INVESTMENT DIMENSIONS GROUP INC 95,3674.4M $0.05 %0.03 %as of Jul 31, 2026 ↗
BNY Mellon Midcap Index Fund, Inc. BNY MELLON MIDCAP INDEX FUND, INC. 94,6534.4M $0.33 %0.03 %as of Jul 31, 2026 ↗
STATE STREET SMALL/MID CAP EQUITY INDEX PORTFOLIO STATE STREET INSTITUTIONAL INVESTMENT TRUST 93,5123.9M $0.13 %0.03 %as of Jun 30, 2026 ↗
MFS Mid Cap Growth Series MFS VARIABLE INSURANCE TRUST 93,0273.9M $1.10 %0.03 %as of Jun 30, 2026 ↗
MOA MID CAP EQUITY INDEX FUND MoA Funds Corp 92,9243.9M $0.30 %0.03 %as of Jun 30, 2026 ↗
VanEck Morningstar SMID Moat ETF VanEck ETF Trust 92,4003.9M $1.16 %0.03 %as of Jun 30, 2026 ↗
LVIP Blended Mid Cap Managed Volatility Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST 92,3653.9M $0.53 %0.03 %as of Jun 30, 2026 ↗
Nuveen Large Cap Value Index Fund TIAA-CREF Funds 92,1254.2M $0.03 %0.03 %as of Jul 31, 2026 ↗
Dimensional U.S. Equity Market ETF Dimensional ETF Trust 90,7784.2M $0.02 %0.03 %as of Jul 31, 2026 ↗
Mid Cap Index Trust John Hancock Variable Insurance Trust 89,7523.8M $0.29 %0.03 %as of Jun 30, 2026 ↗
Fidelity Series Large Cap Value Index Fund Fidelity Salem Street Trust 89,5734.1M $0.03 %0.03 %as of Jul 31, 2026 ↗
NVIT Mid Cap Index Fund Nationwide Variable Insurance Trust 89,4343.8M $0.30 %0.03 %as of Jun 30, 2026 ↗
VictoryShares US EQ Income Enhanced Volatility Wtd ETF Victory Portfolios II 89,4193.8M $0.52 %0.03 %as of Jun 30, 2026 ↗
iShares Core S&P U.S. Growth ETF iShares Trust 87,0073.7M $0.01 %0.02 %as of Jun 30, 2026 ↗
VIP Stock Selector Portfolio Variable Insurance Products Fund 86,2003.6M $0.07 %0.02 %as of Jun 30, 2026 ↗
Sit Mid Cap Growth Fund SIT MID CAP GROWTH FUND INC 85,7003.6M $1.53 %0.02 %as of Jun 30, 2026 ↗
MetLife Mid Cap Stock Index Portfolio Brighthouse Funds Trust II 85,3023.6M $0.29 %0.02 %as of Jun 30, 2026 ↗
Fidelity Nasdaq Composite Index ETF Fidelity Commonwealth Trust 84,8493.9M $0.04 %0.02 %as of May 31, 2026 ↗
Frontier Mid Cap Growth Portfolio Brighthouse Funds Trust II 83,8853.5M $0.33 %0.02 %as of Jun 30, 2026 ↗
Dimensional US Core Equity Market ETF Dimensional ETF Trust 83,4933.8M $0.03 %0.02 %as of Jul 31, 2026 ↗
Fidelity Advisor Financials Fund Fidelity Advisor Series VII 82,6003.8M $0.56 %0.02 %as of Jul 31, 2026 ↗
Schwab 1000 Index Fund SCHWAB INVESTMENTS 82,1643.8M $0.02 %0.02 %as of Jul 31, 2026 ↗
JPMorgan Small & Mid Cap Enhanced Equity ETF J.P. Morgan Exchange-Traded Fund Trust 80,8113.4M $0.12 %0.02 %as of Jun 30, 2026 ↗
WisdomTree U.S. LargeCap Dividend Fund WisdomTree Trust 80,4783.4M $0.06 %0.02 %as of Jun 30, 2026 ↗
iShares U.S. Financial Services ETF iShares Trust 77,7633.6M $0.16 %0.02 %as of Jul 31, 2026 ↗
Avantis U.S. Equity ETF American Century ETF Trust 74,6793.4M $0.03 %0.02 %as of May 31, 2026 ↗
iShares MSCI ACWI ETF iShares Trust 73,3623.4M $0.01 %0.02 %as of Jul 31, 2026 ↗
Strategic Advisers U.S. Total Stock Fund Fidelity Rutland Square Trust II 73,1303.3M $0.00 %0.02 %as of May 31, 2026 ↗
LVIP State Street Mid-Cap Index Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST 72,3863M $0.30 %0.02 %as of Jun 30, 2026 ↗
iShares Russell 3000 ETF iShares Trust 70,0522.9M $0.02 %0.02 %as of Jun 30, 2026 ↗
William Blair Small-Mid Cap Core Fund WILLIAM BLAIR FUNDS 69,3172.9M $1.09 %0.02 %as of Jun 30, 2026 ↗
Fidelity MSCI Financials Index ETF FIDELITY COVINGTON TRUST 68,7833.2M $0.13 %0.02 %as of Jul 31, 2026 ↗
Goldman Sachs Equal Weight U.S. Large Cap Equity ETF Goldman Sachs ETF Trust 68,2553.1M $0.17 %0.02 %as of May 31, 2026 ↗
Schwab Fundamental U.S. Large Company Index Fund SCHWAB CAPITAL TRUST 66,8903.1M $0.02 %0.02 %as of Jul 31, 2026 ↗
Handelsbanken Global Småbolag Index Criteria Handelsbanken Fonder AB 66,70030.7M SEK0.11 %0.02 %as of Mar 31, 2026 ↗
Six Circles U.S. Unconstrained Equity Fund SIX CIRCLES TRUST 65,8692.8M $0.01 %0.02 %as of Jun 30, 2026 ↗
Victory 500 Index Fund Victory Portfolios III 62,1702.9M $0.02 %0.02 %as of Jul 31, 2026 ↗
MFS Mid Cap Value Portfolio MFS VARIABLE INSURANCE TRUST III 61,6242.6M $0.39 %0.02 %as of Jun 30, 2026 ↗
Financial Industries Trust John Hancock Variable Insurance Trust 58,4412.5M $1.93 %0.02 %as of Jun 30, 2026 ↗
NVIT BlackRock Equity Dividend Fund Nationwide Variable Insurance Trust 57,6812.4M $0.38 %0.02 %as of Jun 30, 2026 ↗
THRIVENT MID CAP INDEX PORTFOLIO Thrivent Series Fund, Inc. 57,5552.4M $0.30 %0.02 %as of Jun 30, 2026 ↗
Innovator Equity Managed Floor ETF Innovator ETFs Trust 56,9932.6M $0.12 %0.02 %as of Jul 31, 2026 ↗
iShares MSCI USA Equal Weighted ETF iShares, Inc. 56,9012.6M $0.15 %0.02 %as of May 31, 2026 ↗
Dividend Value Fund VALIC Co I 55,1242.5M $0.27 %0.02 %as of May 31, 2026 ↗
AB EQUITY INCOME FUND INC AB EQUITY INCOME FUND INC 54,9602.5M $0.32 %0.02 %as of May 31, 2026 ↗
EQ/400 Managed Volatility Portfolio EQ Advisors Trust 54,0932.3M $0.27 %0.02 %as of Jun 30, 2026 ↗
Schwab U.S. Mid-Cap Index Fund SCHWAB CAPITAL TRUST 53,7482.5M $0.09 %0.02 %as of Jul 31, 2026 ↗
MassMutual Mid Cap Growth Fund MASSMUTUAL SELECT FUNDS 53,5302.3M $0.09 %0.02 %as of Jun 30, 2026 ↗
William Blair Growth Fund WILLIAM BLAIR FUNDS 53,1522.2M $0.99 %0.01 %as of Jun 30, 2026 ↗
Bridge Builder Small/Mid Cap Growth Fund Bridge Builder Trust 50,6242.1M $0.02 %0.01 %as of Jun 30, 2026 ↗
GATOR CAPITAL LONG/SHORT FUND Caldwell & Orkin Funds, Inc. 50,0002.3M $2.90 %0.01 %as of Jul 31, 2026 ↗
Fidelity Mid Cap Value Index Fund Fidelity Salem Street Trust 49,6012.1M $0.11 %0.01 %as of Jun 30, 2026 ↗
VictoryShares US Large Cap High Div Volatility Wtd ETF Victory Portfolios II 48,9512.1M $0.53 %0.01 %as of Jun 30, 2026 ↗
iShares Russell Mid-Cap Index Fund BlackRock Funds 48,6752.2M $0.09 %0.01 %as of Jul 31, 2026 ↗
Invesco S&P MidCap 400 Revenue ETF Invesco Exchange-Traded Fund Trust II 48,0082.2M $0.18 %0.01 %as of May 31, 2026 ↗
iShares Russell Small/Mid-Cap Index Fund BlackRock Funds 47,9002.2M $0.16 %0.01 %as of Jul 31, 2026 ↗
CVT S&P MidCap 400 Index Portfolio Calvert Variable Trust, Inc. 47,8052M $0.29 %0.01 %as of Jun 30, 2026 ↗
Invesco RAFI US 1000 ETF Invesco Exchange-Traded Fund Trust 46,5062.1M $0.02 %0.01 %as of Jul 31, 2026 ↗
Länsförsäkringar Global Index Länsförsäkringar Fondförvaltning AB 44,89320.7M SEK0.02 %0.01 %as of Mar 31, 2026 ↗
U.S. VECTOR EQUITY PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 44,3142M $0.04 %0.01 %as of Jul 31, 2026 ↗
State Street(R) SPDR(R) Portfolio S&P 1500(R) Composite Stock Market ETF SPDR SERIES TRUST 43,6291.8M $0.01 %0.01 %as of Jun 30, 2026 ↗
VANGUARD RUSSELL 1000 INDEX FUND VANGUARD SCOTTSDALE FUNDS 43,1472M $0.02 %0.01 %as of May 31, 2026 ↗
Sit Dividend Growth Fund SIT MUTUAL FUNDS INC 41,6501.8M $0.72 %0.01 %as of Jun 30, 2026 ↗
SIIT EXTENDED MARKET INDEX FUND SEI INSTITUTIONAL INVESTMENTS TRUST 41,4001.9M $0.14 %0.01 %as of May 31, 2026 ↗
Invesco MSCI USA ETF Invesco Exchange-Traded Fund Trust II 40,7661.9M $0.02 %0.01 %as of May 31, 2026 ↗
Miller Income Fund Advisor Managed Portfolios 40,0001.7M $0.97 %0.01 %as of Jun 30, 2026 ↗
AVIP S&P MidCap 400 Index Portfolio AuguStar Variable Insurance Products Fund Inc 38,8391.6M $0.30 %0.01 %as of Jun 30, 2026 ↗
Fidelity Flex Mid Cap Index Fund Fidelity Salem Street Trust 38,6411.8M $0.28 %0.01 %as of Jul 31, 2026 ↗
VIP Financials Portfolio Variable Insurance Products Fund IV 37,7001.6M $0.58 %0.01 %as of Jun 30, 2026 ↗
SA Mid Cap Index Portfolio SUNAMERICA SERIES TRUST 37,5581.7M $0.33 %0.01 %as of Jul 31, 2026 ↗
Invesco S&P Midcap 400 QVM Multi-Factor ETF Invesco Exchange-Traded Fund Trust II 35,7981.6M $0.38 %0.01 %as of May 31, 2026 ↗
JNL/Mellon Financial Sector Fund JNL Series Trust 35,7441.5M $0.11 %0.01 %as of Jun 30, 2026 ↗
Dimensional US Large Cap Value ETF Dimensional ETF Trust 35,2361.6M $0.02 %0.01 %as of Jul 31, 2026 ↗
T. Rowe Price Extended Equity Market Index Fund T. ROWE PRICE INDEX TRUST, INC. 34,8471.5M $0.12 %0.01 %as of Jun 30, 2026 ↗
Nationwide Mid Cap Market Index Fund Nationwide Mutual Funds 34,5131.6M $0.33 %0.01 %as of Jul 31, 2026 ↗
iShares Morningstar Mid-Cap Value ETF iShares Trust 34,5001.6M $0.14 %0.01 %as of Jul 31, 2026 ↗
Calvert U.S. Large Cap Core Responsible Index Fund Calvert Responsible Index Series, Inc. 34,4591.5M $0.02 %0.01 %as of Jun 30, 2026 ↗
AZL Mid Cap Index Fund Allianz Variable Insurance Products Trust 34,0491.4M $0.30 %0.01 %as of Jun 30, 2026 ↗
U.S. Strategic Equity Fund RUSSELL INVESTMENT FUNDS 33,6721.4M $0.21 %0.01 %as of Jun 30, 2026 ↗
Six Circles Managed Equity Portfolio U.S. Unconstrained Fund SIX CIRCLES TRUST 33,3381.4M $0.00 %0.01 %as of Jun 30, 2026 ↗
Gateway Fund Gateway Trust 32,5351.4M $0.02 %0.01 %as of Jun 30, 2026 ↗
EQ/Common Stock Index Portfolio EQ Advisors Trust 32,0001.3M $0.02 %0.01 %as of Jun 30, 2026 ↗
BlackRock Multi-Asset Income Portfolio BlackRock Funds II 31,5481.5M $0.01 %0.01 %as of Jul 31, 2026 ↗
Fidelity SAI Sustainable Sector Fund Fidelity Summer Street Trust 31,1991.4M $0.17 %0.01 %as of May 31, 2026 ↗
JPMORGAN BETABUILDERS U.S. EQUITY ETF J.P. Morgan Exchange-Traded Fund Trust 29,6861.4M $0.02 %0.01 %as of Jul 31, 2026 ↗
Dimensional US Core Equity 1 ETF Dimensional ETF Trust 29,0821.3M $0.04 %0.01 %as of Jul 31, 2026 ↗
EQ/Fidelity Institutional AM Large Cap Portfolio EQ Advisors Trust 28,6001.2M $0.07 %0.01 %as of Jun 30, 2026 ↗
Pacer Trendpilot US Mid Cap ETF Pacer Funds Trust 28,5701.3M $0.34 %0.01 %as of Jul 31, 2026 ↗
BlackRock Basic Value V.I. Fund BlackRock Variable Series Funds, Inc. 27,8161.2M $0.35 %0.01 %as of Jun 30, 2026 ↗
BlackRock Equity Dividend V.I. Fund BlackRock Variable Series Funds, Inc. 27,8001.2M $0.38 %0.01 %as of Jun 30, 2026 ↗
Fidelity Balanced K6 Fund Fidelity Puritan Trust 27,2371.2M $0.05 %0.01 %as of May 31, 2026 ↗
U.S. Large Cap Equity Portfolio DFA INVESTMENT DIMENSIONS GROUP INC 27,1591.2M $0.05 %0.01 %as of Jul 31, 2026 ↗
Swedbank Robur Access Global Swedbank Robur Fonder AB 26,80012.4M SEK0.02 %0.01 %as of Mar 31, 2026 ↗
U.S. Social Core Equity 2 Portfolio DFA INVESTMENT DIMENSIONS GROUP INC 25,8301.2M $0.05 %0.01 %as of Jul 31, 2026 ↗
M Capital Appreciation Fund NORTHERN LIGHTS FUND TRUST II 25,3321.1M $0.34 %0.01 %as of Jun 30, 2026 ↗
Avanza Global Avanza Fonder AB 24,85311.5M SEK0.03 %0.01 %as of Mar 31, 2026 ↗
iShares Morningstar Mid-Cap ETF iShares Trust 24,5831.1M $0.07 %0.01 %as of Jul 31, 2026 ↗
Dimensional US Sustainability Core 1 ETF Dimensional ETF Trust 23,8651.1M $0.05 %0.01 %as of Jul 31, 2026 ↗
T. Rowe Price Mid-Cap Index Fund T. ROWE PRICE INDEX TRUST, INC. 23,527990.7K $0.20 %0.01 %as of Jun 30, 2026 ↗
Goldman Sachs U.S. Equity Dividend and Premium Fund GOLDMAN SACHS TRUST 23,400985.4K $0.03 %0.01 %as of Jun 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 Listed Private Managers ETF Tema ETF Trust 4.54 %as of May 31, 2026 ↗
VanEck Alternative Asset Manager ETF VanEck ETF Trust 4.48 %as of Jun 30, 2026 ↗
Carnegie Listed Private Equity Carnegie Fonder AB 3.30 %as of Mar 31, 2026 ↗
Invesco Global Listed Private Equity ETF Invesco Exchange-Traded Fund Trust 3.05 %as of Jul 31, 2026 ↗
Ariel Fund Ariel Investment Trust 2.90 %as of Jun 30, 2026 ↗
GATOR CAPITAL LONG/SHORT FUND Caldwell & Orkin Funds, Inc. 2.90 %as of Jul 31, 2026 ↗
Select Brokerage and Investment Management Portfolio Fidelity Select Portfolios 2.24 %as of May 31, 2026 ↗
Catalyst/SMH Total Return Income Fund MUTUAL FUND SERIES TRUST 2.22 %as of Jun 30, 2026 ↗
DLTV EUROPE, FI DUX INVERSORES, SGIIC, S.A. 2.03 %as of Dec 31, 2025 ↗
Financial Industries Fund John Hancock Investment Trust II 2.01 %as of Jul 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
2026Q3372-3396,308,036-4.6 %
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
BlackRock, Inc. 7.40 %26,522,385as of Jun 30, 2026 · SCHEDULE 13G

Funds holding the debt of Carlyle Group Inc/The

67 funds declare 67 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 FUND133.8M $as of May 31, 2026
Guggenheim Total Return Bond Fund128.9M $as of Jun 30, 2026
VANGUARD INTERMEDIATE-TERM INVESTMENT-GRADE FUND117.5M $as of Jul 31, 2026
MFS Corporate Bond Fund115.2M $as of Jul 31, 2026
VANGUARD TOTAL BOND MARKET II INDEX FUND19.6M $as of Jun 30, 2026
VANGUARD INTERMEDIATE-TERM BOND INDEX FUND15.4M $as of Jun 30, 2026
iShares 5-10 Year Investment Grade Corporate Bond ETF15M $as of May 31, 2026
Schwab 5-10 Year Corporate Bond ETF14.6M $as of Jun 30, 2026
Capital Income Builder13.8M $as of Jul 31, 2026
Invesco Equity and Income Fund13.7M $as of May 31, 2026
VANGUARD CORE BOND FUND13.5M $as of Jun 30, 2026
1919 Socially Responsive Balanced Fund12.6M $as of Jun 30, 2026
iShares Core U.S. Aggregate Bond ETF12.6M $as of May 31, 2026
Victory Core Plus Intermediate Bond Fund12.5M $as of Jul 31, 2026
Guggenheim Core Bond Fund12.4M $as of Jun 30, 2026
State Street(R) SPDR(R) Portfolio Intermediate Term Corporate Bond ETF11.5M $as of Jun 30, 2026
VANGUARD STAR CORE-PLUS BOND FUND11.1M $as of Jul 31, 2026
American Funds Multi-Sector Income Fund1957.7K $as of Jun 30, 2026
Nuveen Bond Index Fund1957.3K $as of Jun 30, 2026
MFS Diversified Income Fund1936.5K $as of May 31, 2026
MFS Global Opportunistic Bond Fund1886.2K $as of May 31, 2026
iShares Broad USD Investment Grade Corporate Bond ETF1868.9K $as of May 31, 2026
VANGUARD CORE BOND ETF1846K $as of Jun 30, 2026
iShares iBonds Dec 2035 Term Corporate ETF1840K $as of Jul 31, 2026
iShares Core Universal USD Bond ETF1835.3K $as of Jul 31, 2026
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Titelia. "Fund shareholders of Carlyle Group Inc/The". https://titelia.com/en/stocks/carlyle-group-inc-the-US14316J1088