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
| Fund | Shares | Value | Weight in fund | Share of capital | |
|---|---|---|---|---|---|
| State Street(R) SPDR(R) S&P(R) 1500 Momentum Tilt ETF SPDR SERIES TRUST | 485 | 23.5K $ | 0.02 % | 0.00 % | as of Mar 31, 2026 ↗ |
| WisdomTree U.S. Adaptive Moving Average Fund WisdomTree Trust | 470 | 22.7K $ | 0.03 % | 0.00 % | as of Mar 31, 2026 ↗ |
| State Street(R) SPDR(R) MSCI ACWI Climate Paris Aligned ETF SPDR INDEX SHARES FUNDS | 462 | 22.4K $ | 0.01 % | 0.00 % | as of Mar 31, 2026 ↗ |
| William Blair Mid Cap Value Fund WILLIAM BLAIR FUNDS | 455 | 22K $ | 1.62 % | 0.00 % | as of Mar 31, 2026 ↗ |
| AB Dynamic Asset Allocation Portfolio AB VARIABLE PRODUCTS SERIES FUND, INC. | 430 | 20.8K $ | 0.01 % | 0.00 % | as of Mar 31, 2026 ↗ |
| E*TRADE No Fee Large Cap Index Fund E Trade Trust | 384 | 19.2K $ | 0.02 % | 0.00 % | as of Apr 30, 2026 ↗ |
| The ESG Growth Portfolio HC Capital Trust | 351 | 17K $ | 0.02 % | 0.00 % | as of Mar 31, 2026 ↗ |
| BlackRock Managed Volatility V.I. Fund BlackRock Variable Series Funds, Inc. | 317 | 15.3K $ | 0.01 % | 0.00 % | as of Mar 31, 2026 ↗ |
| MID-CAP GROWTH PROFUND ProFunds | 283 | 14.2K $ | 0.29 % | 0.00 % | as of Apr 30, 2026 ↗ |
| Parametric Equity Plus ETF Morgan Stanley ETF Trust | 262 | 12.7K $ | 0.05 % | 0.00 % | as of Mar 31, 2026 ↗ |
| The Catholic SRI Growth Portfolio HC Capital Trust | 232 | 11.2K $ | 0.02 % | 0.00 % | as of Mar 31, 2026 ↗ |
| E*TRADE No Fee Total Market Index Fund E Trade Trust | 220 | 11K $ | 0.01 % | 0.00 % | as of Apr 30, 2026 ↗ |
| MID-CAP VALUE PROFUND ProFunds | 216 | 10.8K $ | 0.44 % | 0.00 % | as of Apr 30, 2026 ↗ |
| Mid-Cap 1.5x Strategy Fund Rydex Variable Trust | 216 | 10.5K $ | 0.31 % | 0.00 % | as of Mar 31, 2026 ↗ |
| State Street(R) SPDR(R) Russell 1000 Momentum Focus ETF SPDR SERIES TRUST | 168 | 8.1K $ | 0.03 % | 0.00 % | as of Mar 31, 2026 ↗ |
| VIP Hedged Equity Portfolio Variable Insurance Products Fund VI | 165 | 8K $ | 0.05 % | 0.00 % | as of Mar 31, 2026 ↗ |
| State Street(R) SPDR(R) MSCI World StrategicFactors(SM) ETF SPDR INDEX SHARES FUNDS | 153 | 7.4K $ | 0.00 % | 0.00 % | as of Mar 31, 2026 ↗ |
| SA Franklin Tactical Opportunities Portfolio SUNAMERICA SERIES TRUST | 121 | 6.1K $ | 0.01 % | 0.00 % | as of Apr 30, 2026 ↗ |
| Global Strategist Portfolio MORGAN STANLEY VARIABLE INSURANCE FUND INC. | 109 | 5.3K $ | 0.01 % | 0.00 % | as of Mar 31, 2026 ↗ |
| WisdomTree 500 Digital Fund WisdomTree Digital Trust | 80 | 3.9K $ | 0.02 % | 0.00 % | as of Mar 31, 2026 ↗ |
| THRIVENT MODERATELY CONSERVATIVE ALLOCATION FUND Thrivent Mutual Funds | 79 | 4K $ | 0.00 % | 0.00 % | as of Apr 30, 2026 ↗ |
| T. Rowe Price Active Core U.S. Equity ETF T. Rowe Price Exchange-Traded Funds, Inc. | 67 | 3.2K $ | 0.03 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Innovator Equity Premium Income - Daily PutWrite ETF Innovator ETFs Trust | 26 | 1.3K $ | 0.01 % | 0.00 % | as of Apr 30, 2026 ↗ |
| Global X U.S. 500 ETF GLOBAL X FUNDS | 16 | 831.8 $ | 0.02 % | 0.00 % | as of Feb 28, 2026 ↗ |
| WisdomTree Efficient U.S. Plus International Equity Fund WisdomTree Trust | 10 | 483.9 $ | 0.03 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Pacer MSCI World Industry Advantage ETF Pacer Funds Trust | 6 | 300.4 $ | 0.03 % | 0.00 % | as of Apr 30, 2026 ↗ |
| DLTV EUROPE, FI DUX INVERSORES, SGIIC, S.A. | 516.1K € | 2.03 % | as of Dec 31, 2025 ↗ |
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.
| Fund | Weight 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.
| Quarter | Shareholders | Change | Shares | Change |
|---|---|---|---|---|
| 2026Q2 | 405 | +11 | 100,942,890 | -3.4 % |
| 2026Q1 | 394 | -10 | 104,475,419 | +0.5 % |
| 2025Q4 | 404 | +11 | 103,961,059 | -3.0 % |
| 2025Q3 | 393 | -8 | 107,141,933 | +2.5 % |
| 2025Q2 | 401 | +20 | 104,579,377 | +6.7 % |
| 2025Q1 | 381 | +12 | 98,014,088 | +4.0 % |
| 2024Q4 | 369 | -19 | 94,277,840 | +0.5 % |
| 2024Q3 | 388 | 0 | 93,800,623 | -2.2 % |
| 2024Q2 | 388 | +12 | 95,928,968 | +4.5 % |
| 2024Q1 | 376 | +42 | 91,757,845 | +13.3 % |
| 2023Q4 | 334 | 81,006,533 |
Institutional managers
590 managers declare this company to the SEC (Form 13F). The table shows the 25 largest.
| Manager | Shares | Value | |
|---|---|---|---|
| BlackRock, Inc. | 31,024,445 | 1.5B $ | as of Mar 31, 2026 |
| Capital World Investors | 17,827,216 | 862.7M $ | as of Mar 31, 2026 |
| HARRIS ASSOCIATES L P | 16,583,907 | 802.5M $ | as of Mar 31, 2026 |
| MORGAN STANLEY | 10,172,445 | 492.2M $ | as of Mar 31, 2026 |
| STATE STREET CORP | 9,680,870 | 468.5M $ | as of Mar 31, 2026 |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | 7,649,009 | 372.9M $ | as of Mar 31, 2026 |
| MILLENNIUM MANAGEMENT LLC | 6,803,055 | 329.2M $ | as of Mar 31, 2026 |
| WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC | 6,301,109 | 304.9M $ | as of Mar 31, 2026 |
| ALKEON CAPITAL MANAGEMENT LLC | 5,941,316 | 287.5M $ | as of Mar 31, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | 5,149,123 | 248.6M $ | as of Mar 31, 2026 |
| ARIEL INVESTMENTS, LLC | 3,981,757 | 192.7M $ | as of Mar 31, 2026 |
| FMR LLC | 3,704,590 | 179.3M $ | as of Mar 31, 2026 |
| Legal & General Group Plc | 3,502,332 | 169.5M $ | as of Mar 31, 2026 |
| DIMENSIONAL FUND ADVISORS LP | 3,045,978 | 147.3M $ | as of Mar 31, 2026 |
| UBS Group AG | 2,902,388 | 140.4M $ | as of Mar 31, 2026 |
| AMERIPRISE FINANCIAL INC | 2,721,593 | 131.7M $ | as of Mar 31, 2026 |
| NORTHERN TRUST CORP | 2,499,796 | 121M $ | as of Mar 31, 2026 |
| Bank of New York Mellon Corp | 2,047,650 | 99.1M $ | as of Mar 31, 2026 |
| GOLDMAN SACHS GROUP INC | 1,624,369 | 78.6M $ | as of Mar 31, 2026 |
| Beutel, Goodman & Co Ltd. | 1,518,992 | 73.5K $ | as of Mar 31, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 1,516,611 | 73.4M $ | as of Mar 31, 2026 |
| REGENTS OF THE UNIVERSITY OF CALIFORNIA | 1,516,016 | 73.4M $ | as of Mar 31, 2026 |
| BANK OF AMERICA CORP /DE/ | 1,338,807 | 64.8M $ | as of Mar 31, 2026 |
| Markel Group Inc. | 1,327,000 | 64.2M $ | as of Mar 31, 2026 |
| ALGEBRIS (UK) LTD | 1,295,034 | 62.6M $ | 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.
| Shareholder | Declared stake | Shares | |
|---|---|---|---|
| Capital World Investors | 5.00 % | 17,987,864 | as 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.
Cite this page
Titelia. "Fund shareholders of Carlyle Group Inc/The". https://titelia.com/en/stocks/carlyle-group-inc-the-US14316J1088