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
JNL/RAFI Multi-Factor U.S. Equity Fund JNL Series Trust 5,291256K $0.01 %0.00 %as of Mar 31, 2026 ↗
THRIVENT GLOBAL STOCK PORTFOLIO Thrivent Series Fund, Inc. 5,205251.9K $0.01 %0.00 %as of Mar 31, 2026 ↗
AZL Russell 1000 Value Index Fund Allianz Variable Insurance Products Trust 5,205251.9K $0.04 %0.00 %as of Mar 31, 2026 ↗
SIMT LARGE CAP INDEX FUND SEI INSTITUTIONAL MANAGED TRUST 4,900237.1K $0.02 %0.00 %as of Mar 31, 2026 ↗
FlexShares Morningstar US Market Factor Tilt Index Fund FlexShares Trust 4,865243.6K $0.01 %0.00 %as of Apr 30, 2026 ↗
Venerable US Large Cap Strategic Equity Fund Venerable Variable Insurance Trust 4,687226.8K $0.01 %0.00 %as of Mar 31, 2026 ↗
BlackRock Tactical Opportunities Fund BlackRock Funds 4,686234.6K $0.00 %0.00 %as of Apr 30, 2026 ↗
iShares Paris-Aligned Climate Optimized MSCI USA ETF iShares Trust 4,413229.4K $0.01 %0.00 %as of Feb 28, 2026 ↗
The Institutional U.S. Equity Portfolio HC Capital Trust 4,304208.3K $0.01 %0.00 %as of Mar 31, 2026 ↗
Direxion Daily Mid Cap Bull 3X Shares Direxion Shares ETF Trust 4,297215.2K $0.26 %0.00 %as of Apr 30, 2026 ↗
Calvert US Large-Cap Core Responsible Index ETF Morgan Stanley ETF Trust 4,248205.6K $0.03 %0.00 %as of Mar 31, 2026 ↗
iShares Morningstar U.S. Equity ETF iShares Trust 4,185209.5K $0.02 %0.00 %as of Apr 30, 2026 ↗
SEB Global Sustainable Companies Fund SEB Funds AB 4,1701.9M SEK0.14 %0.00 %as of Mar 31, 2026 ↗
Victory Growth & Income Fund Victory Portfolios III 4,086204.6K $0.01 %0.00 %as of Apr 30, 2026 ↗
Nuveen Life Stock Index Fund TIAA-CREF Life Funds 3,768182.3K $0.02 %0.00 %as of Mar 31, 2026 ↗
The Institutional International Equity Portfolio HC Capital Trust 3,757181.8K $0.02 %0.00 %as of Mar 31, 2026 ↗
The Corporate Opportunities Portfolio HC Capital Trust 3,695178.8K $0.09 %0.00 %as of Mar 31, 2026 ↗
MidCap Value Fund I Principal Funds, Inc 3,664183.5K $0.01 %0.00 %as of Apr 30, 2026 ↗
TCW Transform 500 ETF TCW ETF Trust 3,582179.4K $0.02 %0.00 %as of Apr 30, 2026 ↗
ALPS Global Opportunity Portfolio ALPS VARIABLE INVESTMENT TRUST 3,580173.2K $1.00 %0.00 %as of Mar 31, 2026 ↗
LargeCap Value Fund III Principal Funds, Inc 3,513175.9K $0.01 %0.00 %as of Apr 30, 2026 ↗
MFS Global Alternative Strategy Fund MFS Series Trust XV 3,438172.1K $0.08 %0.00 %as of Apr 30, 2026 ↗
GuideMark Small/Mid Cap Core Fund GPS Funds I 3,430166K $0.17 %0.00 %as of Mar 31, 2026 ↗
M Large Cap Value Fund M FUND INC 3,400164.5K $0.09 %0.00 %as of Mar 31, 2026 ↗
Goldman Sachs MarketBeta(R) Russell 1000 Value Equity ETF Goldman Sachs ETF Trust 3,359174.6K $0.04 %0.00 %as of Feb 28, 2026 ↗
BlackRock Dynamic High Income Portfolio BlackRock Funds II 3,163158.4K $0.01 %0.00 %as of Apr 30, 2026 ↗
JNL/Morningstar U.S. Sustainability Index Fund JNL Series Trust 3,095149.8K $0.04 %0.00 %as of Mar 31, 2026 ↗
WisdomTree Efficient Gold Plus Equity Strategy Fund WisdomTree Trust 3,083160.3K $0.02 %0.00 %as of Feb 28, 2026 ↗
BlackRock Advantage SMID Cap V.I. Fund BlackRock Variable Series Funds, Inc. 3,020146.1K $0.10 %0.00 %as of Mar 31, 2026 ↗
Dimensional US Vector Equity ETF Dimensional ETF Trust 2,933146.9K $0.04 %0.00 %as of Apr 30, 2026 ↗
Skandia Försiktig Skandia Fonder AB 2,8351.3M SEK0.03 %0.00 %as of Mar 31, 2026 ↗
Wilmington Large-Cap Strategy Fund Wilmington Funds 2,600130.2K $0.02 %0.00 %as of Apr 30, 2026 ↗
iShares Low Carbon Optimized MSCI ACWI ETF iShares Trust 2,500125.2K $0.01 %0.00 %as of Apr 30, 2026 ↗
JNL/Mellon World Index Fund JNL Series Trust 2,419117.1K $0.01 %0.00 %as of Mar 31, 2026 ↗
Skandia Nordamerika Exponering Skandia Fonder AB 2,4001.1M SEK0.01 %0.00 %as of Mar 31, 2026 ↗
Monteagle Opportunity Equity Fund Monteagle Funds 2,285118.8K $0.71 %0.00 %as of Feb 28, 2026 ↗
State Street(R) SPDR(R) MSCI USA StrategicFactors(SM) ETF SPDR SERIES TRUST 2,278110.2K $0.01 %0.00 %as of Mar 31, 2026 ↗
Parametric Hedged Equity ETF Morgan Stanley ETF Trust 2,262109.5K $0.09 %0.00 %as of Mar 31, 2026 ↗
Goldman Sachs Absolute Return Tracker Fund GOLDMAN SACHS TRUST 2,202106.6K $0.00 %0.00 %as of Mar 31, 2026 ↗
Xtrackers MSCI Kokusai Equity ETF DBX ETF Trust 2,182113.4K $0.02 %0.00 %as of Feb 27, 2026 ↗
Value Equity Index Fund GuideStone Funds 2,153104.2K $0.02 %0.00 %as of Mar 31, 2026 ↗
Dimensional VA U.S. Large Value Portfolio DFA INVESTMENT DIMENSIONS GROUP INC 2,100105.1K $0.01 %0.00 %as of Apr 30, 2026 ↗
ULTRA MID CAP PROFUND ProFunds 2,079104.1K $0.25 %0.00 %as of Apr 30, 2026 ↗
Calvert US Mid-Cap Core Responsible Index ETF Morgan Stanley ETF Trust 2,02898.1K $0.12 %0.00 %as of Mar 31, 2026 ↗
Tema Alternative Asset Managers ETF Tema ETF Trust 2,014104.7K $5.13 %0.00 %as of Feb 28, 2026 ↗
Symmetry Panoramic US Equity Fund Symmetry Panoramic Trust 1,86597K $0.02 %0.00 %as of Feb 28, 2026 ↗
Catholic Values Equity Fund SEI CATHOLIC VALUES TRUST 1,85596.4K $0.02 %0.00 %as of Feb 28, 2026 ↗
BrandywineGLOBAL - Diversified US Large Cap Value Fund Legg Mason Global Asset Management Trust 1,80087.1K $0.09 %0.00 %as of Mar 31, 2026 ↗
THRIVENT MODERATELY AGGRESSIVE ALLOCATION PORTFOLIO Thrivent Series Fund, Inc. 1,77585.9K $0.00 %0.00 %as of Mar 31, 2026 ↗
Länsförsäkringar Sparmål 2035 Länsförsäkringar Fondförvaltning AB 1,676772.6K SEK0.01 %0.00 %as of Mar 31, 2026 ↗
State Street Total Return V.I.S. Fund STATE STREET VARIABLE INSURANCE SERIES FUNDS INC 1,65179.9K $0.01 %0.00 %as of Mar 31, 2026 ↗
Länsförsäkringar Sparmål 2040 Länsförsäkringar Fondförvaltning AB 1,635753.7K SEK0.01 %0.00 %as of Mar 31, 2026 ↗
Diversified Equity Master Portfolio Master Investment Portfolio 1,58376.6K $0.00 %0.00 %as of Mar 31, 2026 ↗
ProShares UltraPro MidCap400 ProShares Trust 1,55480.8K $0.25 %0.00 %as of Feb 28, 2026 ↗
State Street Balanced Index Fund STATE STREET INSTITUTIONAL INVESTMENT TRUST 1,55175.1K $0.01 %0.00 %as of Mar 31, 2026 ↗
Avanza USA Avanza Fonder AB 1,504693.3K SEK0.03 %0.00 %as of Mar 31, 2026 ↗
Länsförsäkringar Sparmål 2030 Länsförsäkringar Fondförvaltning AB 1,498690.5K SEK0.00 %0.00 %as of Mar 31, 2026 ↗
THRIVENT MODERATE ALLOCATION PORTFOLIO Thrivent Series Fund, Inc. 1,47471.3K $0.00 %0.00 %as of Mar 31, 2026 ↗
Knights of Columbus U.S. ALL CAP INDEX FUND ADVISORS' INNER CIRCLE III 1,44272.2K $0.02 %0.00 %as of Apr 30, 2026 ↗
Destinations Small-Mid Cap Equity Fund Brinker Capital Destinations Trust 1,41973.8K $0.01 %0.00 %as of Feb 28, 2026 ↗
Longboard Fund NORTHERN LIGHTS FUND TRUST II 1,39572.5K $0.07 %0.00 %as of Feb 28, 2026 ↗
Franklin U.S. Core Dividend Tilt Index ETF Franklin Templeton ETF Trust 1,31263.5K $0.06 %0.00 %as of Mar 31, 2026 ↗
Symmetry Panoramic Global Equity Fund Symmetry Panoramic Trust 1,24464.7K $0.02 %0.00 %as of Feb 28, 2026 ↗
AMT Diversified Equity Fund ADVISER MANAGED TRUST 1,24362.2K $0.02 %0.00 %as of Apr 30, 2026 ↗
THRIVENT MODERATELY AGGRESSIVE ALLOCATION FUND Thrivent Mutual Funds 1,22261.2K $0.00 %0.00 %as of Apr 30, 2026 ↗
SA U.S. Core Market Fund SA FUNDS INVESTMENT TRUST 1,21959K $0.01 %0.00 %as of Mar 31, 2026 ↗
Fidelity Flex Mid Cap Focused Index Fund Fidelity Salem Street Trust 1,21460.8K $0.43 %0.00 %as of Apr 30, 2026 ↗
Länsförsäkringar Sparmål 2045 Länsförsäkringar Fondförvaltning AB 1,208556.9K SEK0.01 %0.00 %as of Mar 31, 2026 ↗
Longview Advantage ETF RBB Fund Trust 1,19862.3K $0.01 %0.00 %as of Feb 28, 2026 ↗
BNY Mellon Mid Cap Multi-Strategy Fund BNY MELLON FUNDS TRUST 1,14459.5K $0.04 %0.00 %as of Feb 28, 2026 ↗
Innovator Equity Managed 100 Buffer ETF Innovator ETFs Trust 1,14457.3K $0.05 %0.00 %as of Apr 30, 2026 ↗
Wilshire 5000 Index Fund Wilshire Mutual Funds Inc 1,12054.2K $0.02 %0.00 %as of Mar 31, 2026 ↗
Transamerica Morgan Stanley Global Allocation VP TRANSAMERICA SERIES TRUST 1,11954.1K $0.01 %0.00 %as of Mar 31, 2026 ↗
AZL MSCI Global Equity Index Fund Allianz Variable Insurance Products Trust 1,10153.3K $0.02 %0.00 %as of Mar 31, 2026 ↗
PGIM Quant Solutions Mid-Cap Index Fund Prudential Investment Portfolios 2 1,06053.1K $0.37 %0.00 %as of Apr 30, 2026 ↗
Xtrackers Russell US Multifactor ETF DBX ETF Trust 1,04754.4K $0.02 %0.00 %as of Feb 27, 2026 ↗
William Blair Small-Mid Cap Value Fund WILLIAM BLAIR FUNDS 1,03450K $1.36 %0.00 %as of Mar 31, 2026 ↗
PROFUND VP MIDCAP VALUE ProFunds 99448.1K $0.49 %0.00 %as of Mar 31, 2026 ↗
PROFUND VP MIDCAP GROWTH ProFunds 95146K $0.30 %0.00 %as of Mar 31, 2026 ↗
New Covenant Growth Fund NEW COVENANT FUNDS 92344.7K $0.01 %0.00 %as of Mar 31, 2026 ↗
THRIVENT AGGRESSIVE ALLOCATION FUND Thrivent Mutual Funds 91545.8K $0.00 %0.00 %as of Apr 30, 2026 ↗
AVIP AB Mid Cap Core Portfolio AuguStar Variable Insurance Products Fund Inc 84040.6K $0.04 %0.00 %as of Mar 31, 2026 ↗
Global Strategist Portfolio MORGAN STANLEY INSTITUTIONAL FUND TRUST 79538.5K $0.01 %0.00 %as of Mar 31, 2026 ↗
Six Circles Managed Equity Portfolio International Unconstrained Fund SIX CIRCLES TRUST 78638K $0.00 %0.00 %as of Mar 31, 2026 ↗
THRIVENT AGGRESSIVE ALLOCATION PORTFOLIO Thrivent Series Fund, Inc. 77337.4K $0.00 %0.00 %as of Mar 31, 2026 ↗
Länsförsäkringar Sparmål 2065 Länsförsäkringar Fondförvaltning AB 752346.7K SEK0.01 %0.00 %as of Mar 31, 2026 ↗
Mid-Cap 1.5x Strategy Fund Rydex Series Funds 72835.2K $0.29 %0.00 %as of Mar 31, 2026 ↗
Financial Services Fund Rydex Variable Trust 65931.9K $0.38 %0.00 %as of Mar 31, 2026 ↗
PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF PIMCO Equity Series 62730.3K $0.01 %0.00 %as of Mar 31, 2026 ↗
iShares MSCI Kokusai ETF iShares Trust 61830.9K $0.01 %0.00 %as of Apr 30, 2026 ↗
Länsförsäkringar Sparmål 2025 Länsförsäkringar Fondförvaltning AB 607279.8K SEK0.00 %0.00 %as of Mar 31, 2026 ↗
THRIVENT MODERATE ALLOCATION FUND Thrivent Mutual Funds 59229.6K $0.00 %0.00 %as of Apr 30, 2026 ↗
Financial Services Fund Rydex Series Funds 58228.2K $0.38 %0.00 %as of Mar 31, 2026 ↗
PROFUND VP ULTRAMID CAP ProFunds 53826K $0.28 %0.00 %as of Mar 31, 2026 ↗
Global X Adaptive U.S. Risk Management ETF GLOBAL X FUNDS 53227.7K $0.02 %0.00 %as of Feb 28, 2026 ↗
Avantis Total Equity Markets ETF American Century ETF Trust 51426.7K $0.00 %0.00 %as of Feb 28, 2026 ↗
Innovator Equity Managed 10 Buffer ETF Innovator ETFs Trust 50425.2K $0.09 %0.00 %as of Apr 30, 2026 ↗
THRIVENT MODERATELY CONSERVATIVE ALLOCATION PORTFOLIO Thrivent Series Fund, Inc. 50124.2K $0.00 %0.00 %as of Mar 31, 2026 ↗
MID-CAP PROFUND ProFunds 49724.9K $0.27 %0.00 %as of Apr 30, 2026 ↗
Simplify Next Intangible Core Index ETF Simplify Exchange Traded Funds 48623.5K $0.07 %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