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
iShares Core Dividend ETF iShares Trust 22,3111M $0.06 %0.01 %as of Jul 31, 2026 ↗
VANGUARD RUSSELL 3000 INDEX FUND VANGUARD SCOTTSDALE FUNDS 22,1001M $0.02 %0.01 %as of May 31, 2026 ↗
EQ/Mid Cap Value Managed Volatility Portfolio EQ Advisors Trust 21,714914.4K $0.06 %0.01 %as of Jun 30, 2026 ↗
ATM Mid Cap Managed Volatility Portfolio EQ Advisors Trust 21,120889.4K $0.27 %0.01 %as of Jun 30, 2026 ↗
VIP Extended Market Index Portfolio Variable Insurance Products Fund II 21,041886K $0.15 %0.01 %as of Jun 30, 2026 ↗
iShares MSCI World ETF iShares, Inc. 20,950951.8K $0.01 %0.01 %as of May 31, 2026 ↗
JNL/DFA U.S. Core Equity Fund JNL Series Trust 20,945882K $0.05 %0.01 %as of Jun 30, 2026 ↗
Schwab 1000 Index ETF SCHWAB STRATEGIC TRUST 20,805945.2K $0.02 %0.01 %as of May 31, 2026 ↗
Venerable Mid Cap Index Fund Venerable Variable Insurance Trust 20,079845.5K $0.08 %0.01 %as of Jun 30, 2026 ↗
Länsförsäkringar USA Index Länsförsäkringar Fondförvaltning AB 19,6909.1M SEK0.02 %0.01 %as of Mar 31, 2026 ↗
BNY Mellon US Large Cap Core Equity ETF BNY Mellon ETF Trust 19,589901.5K $0.02 %0.01 %as of Jul 31, 2026 ↗
Skandia Balanserad Skandia Fonder AB 19,3318.9M SEK0.04 %0.01 %as of Mar 31, 2026 ↗
SFT Index 400 Mid-Cap Fund Securian Funds Trust 19,151806.4K $0.30 %0.01 %as of Jun 30, 2026 ↗
iShares MSCI USA Size Factor ETF iShares Trust 17,823820.2K $0.19 %0.01 %as of Jul 31, 2026 ↗
WisdomTree U.S. Total Dividend Fund WisdomTree Trust 17,289728K $0.05 %0.00 %as of Jun 30, 2026 ↗
Federated Hermes Mid-Cap Index Fund Federated Hermes Index Trust 17,041784.2K $0.28 %0.00 %as of Jul 31, 2026 ↗
iShares Climate Conscious & Transition MSCI USA ETF iShares Trust 16,930769.1K $0.03 %0.00 %as of May 31, 2026 ↗
Tanaka Growth Fund TANAKA FUNDS INC 16,875766.6K $1.93 %0.00 %as of May 31, 2026 ↗
iShares Total U.S. Stock Market Index Fund BlackRock Funds 16,614764.6K $0.02 %0.00 %as of Jul 31, 2026 ↗
Calvert U.S. Large Cap Value Responsible Index Fund Calvert Responsible Index Series, Inc. 16,405690.8K $0.03 %0.00 %as of Jun 30, 2026 ↗
Strategic Equity Allocation Trust John Hancock Variable Insurance Trust 16,213682.7K $0.02 %0.00 %as of Jun 30, 2026 ↗
JNL/Mellon U.S. Stock Market Index Fund JNL Series Trust 15,952671.7K $0.01 %0.00 %as of Jun 30, 2026 ↗
MFS Global New Discovery Fund MFS SERIES TRUST IV 15,709713.7K $1.06 %0.00 %as of May 31, 2026 ↗
NAA MID GROWTH SERIES New Age Alpha Variable Funds Trust 15,673660K $0.37 %0.00 %as of Jun 30, 2026 ↗
VictoryShares US 500 Volatility Wtd ETF Victory Portfolios II 15,605657.1K $0.12 %0.00 %as of Jun 30, 2026 ↗
Avantis U.S. Mid Cap Value ETF American Century ETF Trust 15,297694.9K $0.11 %0.00 %as of May 31, 2026 ↗
Oakmark Global Large Cap ETF Harris Oakmark ETF Trust 15,235641.5K $1.84 %0.00 %as of Jun 30, 2026 ↗
LVIP Dimensional U.S. Core Equity 1 Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST 14,680618.2K $0.03 %0.00 %as of Jun 30, 2026 ↗
Guardian Select Mid Cap Core VIP Fund Guardian Variable Products Trust 14,663617.5K $0.35 %0.00 %as of Jun 30, 2026 ↗
EQ/Large Cap Value Managed Volatility Portfolio EQ Advisors Trust 14,505610.8K $0.02 %0.00 %as of Jun 30, 2026 ↗
Voya RussellTM Mid Cap Index Portfolio Voya VARIABLE PORTFOLIOS INC 13,713577.5K $0.08 %0.00 %as of Jun 30, 2026 ↗
VANGUARD U.S. VALUE FACTOR ETF VANGUARD WELLINGTON FUND 13,310604.7K $0.07 %0.00 %as of May 31, 2026 ↗
iShares U.S. Carbon Transition Readiness Aware Active ETF BlackRock ETF Trust 13,176606.4K $0.05 %0.00 %as of Jul 31, 2026 ↗
SEB USA Exposure SEB Funds AB 12,8275.9M SEK0.02 %0.00 %as of Mar 31, 2026 ↗
Avantis U.S. Mid Cap Equity ETF American Century ETF Trust 12,304559K $0.14 %0.00 %as of May 31, 2026 ↗
BlackRock Advantage SMID Cap Fund, Inc. BlackRock Advantage SMID Cap Fund, Inc. 12,247515.7K $0.05 %0.00 %as of Jun 30, 2026 ↗
VictoryShares US 500 Enhanced Volatility Wtd ETF Victory Portfolios II 12,063508K $0.12 %0.00 %as of Jun 30, 2026 ↗
Xtrackers MSCI USA Climate Action Equity ETF DBX ETF Trust 11,838537.8K $0.02 %0.00 %as of May 29, 2026 ↗
Calvert U.S. Mid Cap Core Responsible Index Fund Calvert Responsible Index Series, Inc. 11,708493K $0.10 %0.00 %as of Jun 30, 2026 ↗
iShares Dow Jones U.S. ETF iShares Trust 11,082510K $0.02 %0.00 %as of Jul 31, 2026 ↗
Catalyst/SMH Total Return Income Fund MUTUAL FUND SERIES TRUST 11,000463.2K $2.22 %0.00 %as of Jun 30, 2026 ↗
Skandia Global Exponering Skandia Fonder AB 10,9005M SEK0.02 %0.00 %as of Mar 31, 2026 ↗
Avantis U.S. Large Cap Equity ETF American Century ETF Trust 10,722487.1K $0.04 %0.00 %as of May 31, 2026 ↗
Invesco Russell 1000 Equal Weight ETF Invesco Exchange-Traded Fund Trust II 10,612482.1K $0.06 %0.00 %as of May 31, 2026 ↗
Morgan Stanley Pathway Small-Mid Cap Equity ETF MORGAN STANLEY PATHWAY FUNDS 10,383471.7K $0.06 %0.00 %as of May 31, 2026 ↗
Morgan Stanley Pathway Large Cap Equity ETF MORGAN STANLEY PATHWAY FUNDS 10,023455.3K $0.01 %0.00 %as of May 31, 2026 ↗
Movestic Global Investmentbolag Movestic Fonder AB 9,4094.3M SEK0.60 %0.00 %as of Mar 31, 2026 ↗
ProShares Ultra MidCap400 ProShares Trust 8,967407.4K $0.26 %0.00 %as of May 31, 2026 ↗
S&P MidCap Index Fund SHELTON FUNDS 8,676394.2K $0.34 %0.00 %as of May 31, 2026 ↗
Hartford Multi-Asset Income Fund HARTFORD MUTUAL FUNDS, INC 8,521392.1K $0.07 %0.00 %as of Jul 31, 2026 ↗
Goldman Sachs Innovate Equity ETF Goldman Sachs ETF Trust 8,471384.8K $0.18 %0.00 %as of May 31, 2026 ↗
LVIP Dimensional U.S. Core Equity 2 Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST 8,434355.2K $0.04 %0.00 %as of Jun 30, 2026 ↗
AZL DFA U.S. Core Equity Fund Allianz Variable Insurance Products Trust 8,426354.8K $0.05 %0.00 %as of Jun 30, 2026 ↗
iShares Morningstar Value ETF iShares Trust 8,343383.9K $0.03 %0.00 %as of Jul 31, 2026 ↗
Schwab U.S. Large-Cap Value Index Fund SCHWAB CAPITAL TRUST 8,181376.5K $0.03 %0.00 %as of Jul 31, 2026 ↗
WisdomTree U.S. LargeCap Fund WisdomTree Trust 8,121342K $0.02 %0.00 %as of Jun 30, 2026 ↗
Sit Small Cap Dividend Growth Fund SIT MUTUAL FUNDS INC 8,075340K $0.62 %0.00 %as of Jun 30, 2026 ↗
EQ/Large Cap Value Index Portfolio EQ Advisors Trust 8,052339.1K $0.03 %0.00 %as of Jun 30, 2026 ↗
SIIT LARGE CAP INDEX FUND SEI INSTITUTIONAL INVESTMENTS TRUST 7,900358.9K $0.02 %0.00 %as of May 31, 2026 ↗
Goldman Sachs MarketBeta U.S. 1000 Equity ETF Goldman Sachs ETF Trust II 7,733351.3K $0.01 %0.00 %as of May 31, 2026 ↗
SA Multi-Managed Mid Cap Value Portfolio SEASONS SERIES TRUST 7,729325.5K $0.16 %0.00 %as of Jun 30, 2026 ↗
Schwab Ariel Opportunities ETF SCHWAB STRATEGIC TRUST 7,673323.1K $1.21 %0.00 %as of Jun 30, 2026 ↗
ALPS Global Opportunity Portfolio ALPS VARIABLE INVESTMENT TRUST 7,340309.1K $1.72 %0.00 %as of Jun 30, 2026 ↗
PD Large-Cap Value Index Portfolio PACIFIC SELECT FUND 7,335308.9K $0.03 %0.00 %as of Jun 30, 2026 ↗
Bridge Builder Small/Mid Cap Value Fund Bridge Builder Trust 7,188302.7K $0.00 %0.00 %as of Jun 30, 2026 ↗
WisdomTree U.S. Efficient Core Fund WisdomTree Trust 7,186302.6K $0.02 %0.00 %as of Jun 30, 2026 ↗
Fidelity Hedged Equity Fund Fidelity Greenwood Street Trust 7,124327.8K $0.04 %0.00 %as of Jul 31, 2026 ↗
John Hancock Multifactor Large Cap ETF John Hancock Exchange-Traded Fund Trust 7,113299.5K $0.03 %0.00 %as of Jun 30, 2026 ↗
Column Mid Cap Fund Trust for Professional Managers 6,996317.8K $0.03 %0.00 %as of May 31, 2026 ↗
Gateway Equity Call Premium Fund Gateway Trust 6,778285.4K $0.09 %0.00 %as of Jun 30, 2026 ↗
Voya VACS Index Series MC Portfolio Voya VARIABLE PORTFOLIOS INC 6,729283.4K $0.08 %0.00 %as of Jun 30, 2026 ↗
Franklin U.S. Equity Index ETF Franklin Templeton ETF Trust 6,666280.7K $0.01 %0.00 %as of Jun 30, 2026 ↗
VictoryShares WestEnd US Sector ETF Victory Portfolios II 6,659280.4K $0.03 %0.00 %as of Jun 30, 2026 ↗
Avantis Responsible U.S. Equity ETF American Century ETF Trust 6,567298.3K $0.06 %0.00 %as of May 31, 2026 ↗
Dimensional US Large Cap Vector ETF Dimensional ETF Trust 6,564302.1K $0.06 %0.00 %as of Jul 31, 2026 ↗
NAA MID GROWTH FUND New Age Alpha Funds Trust 6,555276K $0.36 %0.00 %as of Jun 30, 2026 ↗
VIP Total Market Index Portfolio Variable Insurance Products Fund II 6,375268.5K $0.01 %0.00 %as of Jun 30, 2026 ↗
PD Mid-Cap Index Portfolio PACIFIC SELECT FUND 6,001252.7K $0.08 %0.00 %as of Jun 30, 2026 ↗
MidCap Value Fund I Principal Funds, Inc 5,958274.2K $0.01 %0.00 %as of Jul 31, 2026 ↗
Schwab Fundamental U.S. Broad Market ETF SCHWAB STRATEGIC TRUST 5,941269.9K $0.02 %0.00 %as of May 31, 2026 ↗
TIAA Separate Account VA-1 - Stock Index Account TIAA Separate Account VA-1 5,682239.3K $0.02 %0.00 %as of Jun 30, 2026 ↗
Total Stock Market Index Trust John Hancock Variable Insurance Trust 5,566234.4K $0.02 %0.00 %as of Jun 30, 2026 ↗
Goldman Sachs Absolute Return Tracker Fund GOLDMAN SACHS TRUST 5,514232.2K $0.00 %0.00 %as of Jun 30, 2026 ↗
NAA SMID CAP VALUE FUND New Age Alpha Funds Trust 5,403227.5K $0.08 %0.00 %as of Jun 30, 2026 ↗
AZL Russell 1000 Value Index Fund Allianz Variable Insurance Products Trust 5,205219.2K $0.03 %0.00 %as of Jun 30, 2026 ↗
JNL/Morningstar SMID Moat Focus Index Fund JNL Series Trust 4,988210K $1.16 %0.00 %as of Jun 30, 2026 ↗
SIMT LARGE CAP INDEX FUND SEI INSTITUTIONAL MANAGED TRUST 4,900206.3K $0.02 %0.00 %as of Jun 30, 2026 ↗
Parametric Hedged Equity ETF Morgan Stanley ETF Trust 4,817202.8K $0.14 %0.00 %as of Jun 30, 2026 ↗
Calvert U.S. Large Cap Growth Responsible Index Fund Calvert Responsible Index Series, Inc. 4,782201.4K $0.02 %0.00 %as of Jun 30, 2026 ↗
The Institutional U.S. Equity Portfolio HC Capital Trust 4,758200.4K $0.01 %0.00 %as of Jun 30, 2026 ↗
AST PGIM Aggressive Multi-Asset Portfolio Advanced Series Trust 4,711198.4K $0.00 %0.00 %as of Jun 30, 2026 ↗
State Street(R) SPDR(R) S&P(R) 1500 Value Tilt ETF SPDR SERIES TRUST 4,702198K $0.03 %0.00 %as of Jun 30, 2026 ↗
Dimensional US Vector Equity ETF Dimensional ETF Trust 4,564210K $0.04 %0.00 %as of Jul 31, 2026 ↗
Calvert US Large-Cap Core Responsible Index ETF Morgan Stanley ETF Trust 4,508189.8K $0.02 %0.00 %as of Jun 30, 2026 ↗
iShares Paris-Aligned Climate Optimized MSCI USA ETF iShares Trust 4,469203K $0.01 %0.00 %as of May 31, 2026 ↗
Victory Growth & Income Fund Victory Portfolios III 4,394202.2K $0.01 %0.00 %as of Jul 31, 2026 ↗
iShares Morningstar U.S. Equity ETF iShares Trust 4,185192.6K $0.02 %0.00 %as of Jul 31, 2026 ↗
SEB Global Sustainable Companies Fund SEB Funds AB 4,1701.9M SEK0.14 %0.00 %as of Mar 31, 2026 ↗
FlexShares Morningstar US Market Factor Tilt Index Fund FlexShares Trust 3,950181.8K $0.01 %0.00 %as of Jul 31, 2026 ↗
Avantis U.S. Equity Fund American Century ETF Trust 3,807173K $0.02 %0.00 %as of May 31, 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