Share ownership The Carlyle Group Inc.

CG

US14316J1088

Investment Management & Fund Operators

Real-time Estimate Cboe BZX Other stock markets 08:23:18 16/07/2026 pm IST			5-day change	1st Jan Change
46.66 ^USD	+1.20%		+5.09%	-21.45%

16/07	Carlyle's Jeff Currie Says Situation in Energy Is 'Dire'	MT
15/07	BASF Shares Drop After Cash-Flow Guidance Disappoints	DJ

Share class: The Carlyle Group Inc.

	Vote	Quantity	Free-Float	Company-owned shares	Total Float
Stock A	1	35,99,74,427	26,50,27,390 ( 73.62 %)	0	73.62 %

Major shareholders: The Carlyle Group Inc.

Name	Stocks	%	Valuation
Daniel D'Aniello 9.03 %	3,25,04,102	9.03 %	1 369 M $
David Rubenstein 7.612 %	2,73,99,644	7.612 %	1 154 M $
William Conway 7.5 %	2,69,99,644	7.5 %	1 137 M $
BlackRock Advisors LLC 7.213 %	2,59,64,852	7.213 %	1 093 M $
Capital Research & Management Co. (World Investors) 4.952 %	1,78,27,216	4.952 %	751 M $
Harris Associates LP 4.607 %	1,65,83,907	4.607 %	698 M $
Vanguard Portfolio Management LLC 3.283 %	1,18,19,550	3.283 %	498 M $
Vanguard Capital Management LLC 3.165 %	1,13,93,671	3.165 %	480 M $
Eaton Vance Management 2.826 %	1,01,72,445	2.826 %	428 M $
STATE STREET CORPORATION 2.689 %	96,80,870	2.689 %	408 M $
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Name	Stocks	%	Valuation
First Command Advisory Services, Inc. -	9	-	- $

Breakdown by shareholder type

Institutional	53.55%
Individuals	27.9%
Others	5.77%
State Street Corp.	2.69%
Governments	0.5%
Markel Group, Inc.	0.37%
Sumitomo Mitsui Trust Group, Inc.	0.13%
Manulife Financial Corp.	0.13%
Fifth Third Bancorp	0.05%
Danske Bank A/S	0.04%
SEI Investments Co.	0.04%
The Bank of Nova Scotia	0.03%
Swedbank AB	0.01%
Hilltop Holdings, Inc.	0.01%
The Allstate Corp.	0.01%
Unknown	8.77%

Based on 1000 largest holdings

Geographical origin of shareholders

United States	51.94%
Individuals	27.91%
United Kingdom	4.13%
Canada	3.38%
Norway	1.45%
Australia	0.68%
Japan	0.51%
Sweden	0.35%
Ireland	0.23%
Switzerland	0.14%
Luxembourg	0.13%
France	0.07%
Denmark	0.06%
Netherlands	0.05%
Brazil	0.04%
Germany	0.04%
Italy	0.04%
Cayman Islands	0.03%
South Korea	0.02%
Belgium	0.01%
Finland	0.01%
Hong Kong	0.01%

Based on 1000 largest holdings

The Carlyle Group Inc. is a global investment company. The Company operates through three segments including Global Private Equity, Global Credit and Carlyle AlpInvest. The Global Private Equity segment advises the Company's buyout, growth, real estate, infrastructure, and natural resources funds. The Global Private Equity segment also includes the NGP Carry Funds advised by NGP Energy Capital Management (NGP). The Global Credit segment advises funds and vehicles that pursue investment strategies including insurance solutions, liquid credit, opportunistic credit, direct lending, asset-backed finance, aviation finance, infrastructure credit, cross-platform credit products, and global capital markets. The Company's Carlyle AlpInvest segment advises global private equity programs that pursue secondary purchases and financing of existing portfolios, managed co-investment programs, and primary fund investments.

Employees

2,500

Sector

Investment Management & Fund Operators

Calendar

Earnings release - Q2 2026

More about the company