Share ownership The Carlyle Group Inc.

CG

US14316J1088

Investment Management & Fund Operators

Real-time Estimate Cboe BZX Other stock markets 12:52:02 12/02/2026 am IST			5-day change	1st Jan Change
54.26 ^USD	-5.94%		-7.76%	-8.88%

10/02	Carlyle to Invest $231.9 million in India's Edelweiss Home Finance Unit	MT
10/02	Edelweiss Financial to bring in Carlyle as strategic majority investor for its housing finance business	RE

Share class: The Carlyle Group Inc.

	Vote	Quantity	Free-Float	Company-owned shares	Total Float
Stock A	1	35,72,00,000	25,82,43,810 ( 72.3 %)	0	72.3 %

Major shareholders: The Carlyle Group Inc.

Name	Equities	%	Valuation
Daniel D'Aniello 9.019 %	3,25,04,102	9.019 %	1 911 M $
David Rubenstein 7.769 %	2,79,99,644	7.769 %	1 646 M $
William Conway 7.491 %	2,69,99,644	7.491 %	1 587 M $
BlackRock Advisors LLC 7.36 %	2,65,25,439	7.36 %	1 559 M $
Vanguard Fiduciary Trust Co. 7.316 %	2,63,68,246	7.316 %	1 550 M $
Capital Research & Management Co. (World Investors) 5.543 %	1,99,75,883	5.543 %	1 174 M $
Harris Associates LP 3.032 %	1,09,28,150	3.032 %	642 M $
Eaton Vance Management 2.804 %	1,01,05,720	2.804 %	594 M $
STATE STREET CORPORATION 2.759 %	99,42,135	2.759 %	584 M $
MFS Investment Management Canada Ltd. 2.146 %	77,35,298	2.146 %	455 M $
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Breakdown by shareholder type

Institutional	54.88%
Individuals	28.09%
Other	5.77%
State Street Corp.	2.76%
Markel Group, Inc.	0.37%
Manulife Financial Corp.	0.14%
Sumitomo Mitsui Trust Group, Inc.	0.14%
Governments	0.07%
Skandinaviska Enskilda Banken AB	0.05%
Danske Bank A/S	0.04%
Fifth Third Bancorp	0.03%
SEI Investments Co.	0.03%
Hilltop Holdings, Inc.	0.01%
Swedbank AB	0.01%
Unknown	7.61%

Based on 1000 largest holdings

Geographical origin of shareholders

United States	52.15%
Individuals	28.1%
United Kingdom	4.41%
Canada	4.06%
Norway	1.45%
Australia	0.71%
Japan	0.34%
Sweden	0.3%
Switzerland	0.21%
Ireland	0.17%
France	0.12%
Luxembourg	0.08%
South Korea	0.07%
Germany	0.06%
Denmark	0.05%
Netherlands	0.04%
Italy	0.03%
Belgium	0.01%
Finland	0.01%
Hong Kong	0.01%
Liechtenstein	0.01%

Based on 1000 largest holdings

The Carlyle Group Inc. is a global investment company. The Company operates through three segments: Global Private Equity, Global Credit, and Global Investment Solutions. The Global Private Equity segment advises the Companyâ€™s buyout, middle market and growth capital funds, its U.S. and internationally focused real estate funds, and its infrastructure and natural resources funds. The segment also includes the NGP Carry Funds advised by NGP. The Global Credit segment advises funds and vehicles that pursue investment strategies including loans and structured credit, direct lending, opportunistic credit, distressed credit, aircraft financing and servicing, infrastructure debt, insurance solutions and global capital markets. The Global Investment Solutions segment advises global private equity programs and related co-investment and secondary activities. It has investment professionals located in over 29 offices across four continents. It also focuses on private student loan portfolio.

Employees

2,500

Sector

Investment Management & Fund Operators

Calendar

26/02 - Business Update Call

More about the company