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
Swedbank Robur Access Global Swedbank Robur Fonder AB 26,80012.4M SEK0.02 %0.01 %as of Mar 31, 2026 ↗
Dimensional US Sustainability Core 1 ETF Dimensional ETF Trust 26,0891.3M $0.06 %0.01 %as of Apr 30, 2026 ↗
M Capital Appreciation Fund M FUND INC 25,5791.2M $0.47 %0.01 %as of Mar 31, 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 23,5131.2M $0.08 %0.01 %as of Apr 30, 2026 ↗
Goldman Sachs U.S. Equity Dividend and Premium Fund GOLDMAN SACHS TRUST 23,4001.1M $0.03 %0.01 %as of Mar 31, 2026 ↗
ATM Mid Cap Managed Volatility Portfolio EQ Advisors Trust 22,5411.1M $0.37 %0.01 %as of Mar 31, 2026 ↗
Fidelity Balanced K6 Fund Fidelity Puritan Trust 21,9871.1M $0.05 %0.01 %as of Feb 28, 2026 ↗
T. Rowe Price Mid-Cap Index Fund T. ROWE PRICE INDEX TRUST, INC. 21,7271.1M $0.28 %0.01 %as of Mar 31, 2026 ↗
VANGUARD RUSSELL 3000 INDEX FUND VANGUARD SCOTTSDALE FUNDS 21,2071.1M $0.02 %0.01 %as of Feb 28, 2026 ↗
Venerable Mid Cap Index Fund Venerable Variable Insurance Trust 20,9251M $0.10 %0.01 %as of Mar 31, 2026 ↗
Mid Cap Value Fund VALIC Co I 20,8911.1M $0.17 %0.01 %as of Feb 28, 2026 ↗
SA Franklin BW U.S. Large Cap Value Portfolio SUNAMERICA SERIES TRUST 20,5001M $0.08 %0.01 %as of Apr 30, 2026 ↗
EQ/Mid Cap Value Managed Volatility Portfolio EQ Advisors Trust 19,968966.3K $0.06 %0.01 %as of Mar 31, 2026 ↗
JPMorgan Global Allocation Fund JPMorgan Trust I 19,934998.1K $0.04 %0.01 %as of Apr 30, 2026 ↗
Schwab 1000 Index ETF SCHWAB STRATEGIC TRUST 19,9291M $0.02 %0.01 %as of Feb 28, 2026 ↗
Nationwide Fundamental All Cap Equity Portfolio Nationwide Mutual Funds 19,712987K $0.06 %0.01 %as of Apr 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 19,569979.8K $0.02 %0.01 %as of Apr 30, 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 19,127925.6K $0.38 %0.01 %as of Mar 31, 2026 ↗
iShares MSCI World ETF iShares, Inc. 19,009988.3K $0.01 %0.01 %as of Feb 28, 2026 ↗
Xtrackers MSCI USA Climate Action Equity ETF DBX ETF Trust 18,444958.9K $0.03 %0.01 %as of Feb 27, 2026 ↗
Federated Hermes Mid-Cap Index Fund Federated Hermes Index Trust 17,974900K $0.32 %0.01 %as of Apr 30, 2026 ↗
Column Mid Cap Fund Trust for Professional Managers 17,559912.9K $0.08 %0.00 %as of Feb 28, 2026 ↗
VIP Extended Market Index Portfolio Variable Insurance Products Fund II 17,326838.4K $0.18 %0.00 %as of Mar 31, 2026 ↗
WisdomTree U.S. Total Dividend Fund WisdomTree Trust 17,239834.2K $0.06 %0.00 %as of Mar 31, 2026 ↗
Tanaka Growth Fund TANAKA FUNDS INC 16,875877.3K $2.36 %0.00 %as of Feb 28, 2026 ↗
iShares Total U.S. Stock Market Index Fund BlackRock Funds 16,614831.9K $0.02 %0.00 %as of Apr 30, 2026 ↗
iShares U.S. Carbon Transition Readiness Aware Active ETF BlackRock ETF Trust 16,432822.8K $0.06 %0.00 %as of Apr 30, 2026 ↗
VictoryShares US 500 Volatility Wtd ETF Victory Portfolios II 16,308789.1K $0.15 %0.00 %as of Mar 31, 2026 ↗
MML Equity Fund MML Series Investment Fund II 16,000774.2K $0.09 %0.00 %as of Mar 31, 2026 ↗
NAA MID GROWTH SERIES New Age Alpha Variable Funds Trust 15,995774K $0.48 %0.00 %as of Mar 31, 2026 ↗
JNL/Mellon U.S. Stock Market Index Fund JNL Series Trust 15,952771.9K $0.02 %0.00 %as of Mar 31, 2026 ↗
Guardian Select Mid Cap Core VIP Fund Guardian Variable Products Trust 15,805764.8K $0.48 %0.00 %as of Mar 31, 2026 ↗
EQ/Large Cap Value Managed Volatility Portfolio EQ Advisors Trust 15,669758.2K $0.02 %0.00 %as of Mar 31, 2026 ↗
MFS Global New Discovery Fund MFS SERIES TRUST IV 14,886773.9K $1.09 %0.00 %as of Feb 28, 2026 ↗
LVIP Dimensional U.S. Core Equity 1 Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST 14,680710.4K $0.04 %0.00 %as of Mar 31, 2026 ↗
iShares Core Dividend ETF iShares Trust 13,838692.9K $0.05 %0.00 %as of Apr 30, 2026 ↗
iShares MSCI USA Size Factor ETF iShares Trust 13,626682.3K $0.17 %0.00 %as of Apr 30, 2026 ↗
iShares Climate Conscious & Transition MSCI USA ETF iShares Trust 13,342693.7K $0.03 %0.00 %as of Feb 28, 2026 ↗
Voya RussellTM Mid Cap Index Portfolio Voya VARIABLE PORTFOLIOS INC 13,058631.9K $0.10 %0.00 %as of Mar 31, 2026 ↗
SEB USA Exposure SEB Funds AB 12,8275.9M SEK0.02 %0.00 %as of Mar 31, 2026 ↗
VictoryShares US 500 Enhanced Volatility Wtd ETF Victory Portfolios II 12,517605.7K $0.15 %0.00 %as of Mar 31, 2026 ↗
BlackRock Advantage SMID Cap Fund, Inc. BlackRock Advantage SMID Cap Fund, Inc. 12,247592.6K $0.08 %0.00 %as of Mar 31, 2026 ↗
JNL/DFA U.S. Core Equity Fund JNL Series Trust 11,498556.4K $0.05 %0.00 %as of Mar 31, 2026 ↗
Oakmark Global Large Cap ETF Harris Oakmark ETF Trust 11,425552.9K $1.61 %0.00 %as of Mar 31, 2026 ↗
Bridge Builder Large Cap Value Fund Bridge Builder Trust 11,239543.9K $0.00 %0.00 %as of Mar 31, 2026 ↗
iShares Dow Jones U.S. ETF iShares Trust 11,150558.3K $0.02 %0.00 %as of Apr 30, 2026 ↗
Catalyst/SMH Total Return Income Fund MUTUAL FUND SERIES TRUST 11,000532.3K $2.63 %0.00 %as of Mar 31, 2026 ↗
Morgan Stanley Pathway Small-Mid Cap Equity ETF MORGAN STANLEY PATHWAY FUNDS 10,957569.7K $0.08 %0.00 %as of Feb 28, 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 10,800561.5K $0.05 %0.00 %as of Feb 28, 2026 ↗
Avantis U.S. Mid Cap Equity ETF American Century ETF Trust 10,758559.3K $0.18 %0.00 %as of Feb 28, 2026 ↗
THRIVENT MID CAP VALUE PORTFOLIO Thrivent Series Fund, Inc. 10,314499.1K $1.00 %0.00 %as of Mar 31, 2026 ↗
First Trust Dorsey Wright Momentum & Value ETF First Trust Exchange-Traded Fund VI 10,148491.1K $1.20 %0.00 %as of Mar 31, 2026 ↗
Calvert U.S. Mid Cap Core Responsible Index Fund Calvert Responsible Index Series, Inc. 10,008484.3K $0.11 %0.00 %as of Mar 31, 2026 ↗
Morgan Stanley Pathway Large Cap Equity ETF MORGAN STANLEY PATHWAY FUNDS 9,785508.7K $0.01 %0.00 %as of Feb 28, 2026 ↗
JNL/Morningstar SMID Moat Focus Index Fund JNL Series Trust 9,692469K $0.65 %0.00 %as of Mar 31, 2026 ↗
WisdomTree U.S. LargeCap Fund WisdomTree Trust 9,534461.4K $0.03 %0.00 %as of Mar 31, 2026 ↗
Movestic Global Investmentbolag Movestic Fonder AB 9,4094.3M SEK0.60 %0.00 %as of Mar 31, 2026 ↗
NAA SMALL CAP VALUE SERIES New Age Alpha Variable Funds Trust 9,299450K $0.92 %0.00 %as of Mar 31, 2026 ↗
JNL/Morningstar PitchBook Listed Private Equity Index Fund JNL Series Trust 9,267448.4K $3.06 %0.00 %as of Mar 31, 2026 ↗
AZL DFA U.S. Core Equity Fund Allianz Variable Insurance Products Trust 9,227446.5K $0.06 %0.00 %as of Mar 31, 2026 ↗
Hartford Multi-Asset Income Fund HARTFORD MUTUAL FUNDS, INC 9,046452.9K $0.08 %0.00 %as of Apr 30, 2026 ↗
ProShares Ultra MidCap400 ProShares Trust 8,653449.9K $0.30 %0.00 %as of Feb 28, 2026 ↗
Schwab U.S. Large-Cap Value Index Fund SCHWAB CAPITAL TRUST 8,509426K $0.04 %0.00 %as of Apr 30, 2026 ↗
LVIP Dimensional U.S. Core Equity 2 Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST 8,434408.1K $0.05 %0.00 %as of Mar 31, 2026 ↗
EQ/Large Cap Value Index Portfolio EQ Advisors Trust 8,346403.9K $0.04 %0.00 %as of Mar 31, 2026 ↗
iShares Morningstar Value ETF iShares Trust 8,339417.5K $0.03 %0.00 %as of Apr 30, 2026 ↗
Sit Small Cap Dividend Growth Fund SIT MUTUAL FUNDS INC 8,075390.7K $0.82 %0.00 %as of Mar 31, 2026 ↗
SIIT LARGE CAP INDEX FUND SEI INSTITUTIONAL INVESTMENTS TRUST 7,900410.7K $0.02 %0.00 %as of Feb 28, 2026 ↗
SA Multi-Managed Mid Cap Value Portfolio SEASONS SERIES TRUST 7,787376.8K $0.21 %0.00 %as of Mar 31, 2026 ↗
Invesco Russell 1000 Equal Weight ETF Invesco Exchange-Traded Fund Trust II 7,784404.7K $0.05 %0.00 %as of Feb 28, 2026 ↗
Schwab Ariel Opportunities ETF SCHWAB STRATEGIC TRUST 7,719373.5K $1.62 %0.00 %as of Mar 31, 2026 ↗
Goldman Sachs MarketBeta U.S. 1000 Equity ETF Goldman Sachs ETF Trust II 7,697400.2K $0.02 %0.00 %as of Feb 28, 2026 ↗
Dimensional US Large Cap Vector ETF Dimensional ETF Trust 7,604380.7K $0.08 %0.00 %as of Apr 30, 2026 ↗
MassMutual Diversified Value Fund MASSMUTUAL SELECT FUNDS 7,600367.8K $0.08 %0.00 %as of Mar 31, 2026 ↗
S&P MidCap Index Fund SHELTON FUNDS 7,560393K $0.35 %0.00 %as of Feb 28, 2026 ↗
Goldman Sachs Innovate Equity ETF Goldman Sachs ETF Trust 7,347382K $0.18 %0.00 %as of Feb 28, 2026 ↗
PD Large-Cap Value Index Portfolio PACIFIC SELECT FUND 7,335354.9K $0.04 %0.00 %as of Mar 31, 2026 ↗
WisdomTree U.S. Efficient Core Fund WisdomTree Trust 7,189347.9K $0.03 %0.00 %as of Mar 31, 2026 ↗
Bridge Builder Small/Mid Cap Value Fund Bridge Builder Trust 7,188347.8K $0.00 %0.00 %as of Mar 31, 2026 ↗
Fidelity Hedged Equity Fund Fidelity Greenwood Street Trust 7,124356.7K $0.05 %0.00 %as of Apr 30, 2026 ↗
John Hancock Multifactor Large Cap ETF John Hancock Exchange-Traded Fund Trust 7,029340.1K $0.03 %0.00 %as of Mar 31, 2026 ↗
Avantis Responsible U.S. Equity ETF American Century ETF Trust 6,815354.3K $0.08 %0.00 %as of Feb 28, 2026 ↗
NAA MID GROWTH FUND New Age Alpha Funds Trust 6,716325K $0.48 %0.00 %as of Mar 31, 2026 ↗
State Street(R) SPDR(R) S&P(R) 1500 Value Tilt ETF SPDR SERIES TRUST 6,537316.3K $0.05 %0.00 %as of Mar 31, 2026 ↗
VIP Total Market Index Portfolio Variable Insurance Products Fund II 6,454312.3K $0.02 %0.00 %as of Mar 31, 2026 ↗
THRIVENT GLOBAL STOCK FUND Thrivent Mutual Funds 6,339317.4K $0.01 %0.00 %as of Apr 30, 2026 ↗
SPIRIT OF AMERICA LARGE CAP VALUE FUND Spirit of America Investment Fund, Inc. 6,050292.8K $0.14 %0.00 %as of Mar 31, 2026 ↗
Voya VACS Index Series MC Portfolio Voya VARIABLE PORTFOLIOS INC 6,009290.8K $0.10 %0.00 %as of Mar 31, 2026 ↗
PD Mid-Cap Index Portfolio PACIFIC SELECT FUND 5,994290K $0.10 %0.00 %as of Mar 31, 2026 ↗
Franklin U.S. Equity Index ETF Franklin Templeton ETF Trust 5,929286.9K $0.02 %0.00 %as of Mar 31, 2026 ↗
Avantis U.S. Equity Fund American Century ETF Trust 5,733298.1K $0.03 %0.00 %as of Feb 28, 2026 ↗
Total Stock Market Index Trust John Hancock Variable Insurance Trust 5,698275.7K $0.03 %0.00 %as of Mar 31, 2026 ↗
TIAA Separate Account VA-1 - Stock Index Account TIAA Separate Account VA-1 5,682275K $0.02 %0.00 %as of Mar 31, 2026 ↗
VictoryShares WestEnd US Sector ETF Victory Portfolios II 5,615271.7K $0.03 %0.00 %as of Mar 31, 2026 ↗
Schwab Fundamental U.S. Broad Market ETF SCHWAB STRATEGIC TRUST 5,352278.3K $0.02 %0.00 %as of Feb 28, 2026 ↗
AST PGIM Aggressive Multi-Asset Portfolio Advanced Series Trust 5,316257.2K $0.00 %0.00 %as of Mar 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 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