Share ownership The Carlyle Group Inc.

CG

US14316J1088

Investment Management & Fund Operators

Market Closed - Nasdaq Other stock markets 04:00:00 2025-12-12 pm EST			5-day change	1st Jan Change
58.35 ^USD	-3.04%		+2.17%	+15.57%

Dec. 10	Oracle Misses Quarterly Revenue Estimates, Shares Fall After Hours	MT
Dec. 10	BofA Securities Adjusts Carlyle Group Price Target to $53 From $51	MT

Share class: The Carlyle Group Inc.

	Vote	Quantity	Free-Float	Company-owned shares	Total Float
Stock A	1	357,200,000	258,243,810 ( 72.3 %)	0	72.3 %

Major shareholders: The Carlyle Group Inc.

Name	Equities	%	Valuation
Daniel D'Aniello 9.019 %	32,504,102	9.019 %	1 772 M $
David Rubenstein 8.116 %	29,249,644	8.116 %	1 595 M $
William Conway 7.491 %	26,999,644	7.491 %	1 472 M $
BlackRock Advisors LLC 7.36 %	26,525,439	7.36 %	1 446 M $
Vanguard Fiduciary Trust Co. 7.057 %	25,434,009	7.057 %	1 387 M $
Capital Research & Management Co. (World Investors) 5.543 %	19,975,883	5.543 %	1 089 M $
Harris Associates LP 3.032 %	10,928,150	3.032 %	596 M $
Eaton Vance Management 2.804 %	10,105,720	2.804 %	551 M $
STATE STREET CORPORATION 2.759 %	9,942,135	2.759 %	542 M $
William Blair Investment Management LLC 2.428 %	8,748,975	2.428 %	477 M $
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Breakdown by shareholder type

Institutional	56.33%
Individuals	27.28%
Other	5.29%
State Street Corp.	2.76%
Markel Group, Inc.	0.37%
Sumitomo Mitsui Trust Group, Inc.	0.15%
Manulife Financial Corp.	0.14%
Governments	0.07%
Skandinaviska Enskilda Banken AB	0.05%
SEI Investments Co.	0.03%
Fifth Third Bancorp	0.03%
Danske Bank A/S	0.03%
Hilltop Holdings, Inc.	0.01%
Swedbank AB	0.01%
Unknown	7.45%

Based on 1000 largest holdings

Geographical origin of shareholders

United States	53.67%
Individuals	27.28%
United Kingdom	4.16%
Canada	4.11%
Norway	0.91%
Australia	0.74%
Sweden	0.36%
Japan	0.34%
Switzerland	0.2%
Ireland	0.18%
France	0.12%
Luxembourg	0.11%
Germany	0.1%
South Korea	0.07%
Italy	0.06%
Denmark	0.05%
Netherlands	0.04%
Belgium	0.02%
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 Companyâs 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

2,300

Sector

Investment Management & Fund Operators

Calendar

Feb. 10 - Q4 2025 Earnings Release (Projected)

More about the company