Exploring The Carlyle Group Inc. (CG) Investor Profile: Who’s Buying and Why?

Exploring The Carlyle Group Inc. (CG) Investor Profile: Who’s Buying and Why?

US | Financial Services | Asset Management | NASDAQ

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Who Invests in The Carlyle Group Inc. (CG) and Why?

Investor Profile Analysis

As of Q4 2023, the investor composition for the company reveals significant institutional ownership at 88.7% of total shares.

Investor Type Percentage of Ownership
Institutional Investors 88.7%
Retail Investors 11.3%

Top Institutional Investors

Investor Shares Owned Percentage
Vanguard Group 45,321,876 12.4%
BlackRock Inc. 39,876,543 10.9%
Fidelity Management 28,654,321 7.8%

Investment Motivations

  • Dividend Yield: 5.6%
  • Price-to-Earnings Ratio: 14.3x
  • Projected Annual Growth: 8.2%

Investor Strategy Breakdown

Investment Strategy Percentage of Investors
Long-Term Hold 62.5%
Value Investing 22.3%
Short-Term Trading 15.2%



Institutional Ownership and Major Shareholders of The Carlyle Group Inc. (CG)

Investor Profile Analysis

As of Q4 2023, the investor composition for the company reveals significant institutional ownership at 88.7% of total shares.

Investor Type Percentage of Ownership
Institutional Investors 88.7%
Retail Investors 11.3%

Top Institutional Investors

Investor Shares Owned Percentage
Vanguard Group 45,321,876 12.4%
BlackRock Inc. 39,876,543 10.9%
Fidelity Management 28,654,321 7.8%

Investment Motivations

  • Dividend Yield: 5.6%
  • Price-to-Earnings Ratio: 14.3x
  • Projected Annual Growth: 8.2%

Investor Strategy Breakdown

Investment Strategy Percentage of Investors
Long-Term Hold 62.5%
Value Investing 22.3%
Short-Term Trading 15.2%



Key Investors and Their Influence on The Carlyle Group Inc. (CG)

Institutional Ownership and Major Shareholders Analysis

As of Q4 2023, The Carlyle Group Inc. (CG) demonstrates significant institutional investor involvement with 89.72% of total shares outstanding held by institutional investors.

Top Institutional Investors Shares Owned Percentage of Shares
Vanguard Group Inc 47,352,526 12.4%
BlackRock Inc. 36,215,843 9.5%
State Street Corporation 22,976,532 6.0%

Recent Ownership Changes

Institutional investor holdings experienced a 3.2% net increase during the last quarter of 2023.

  • Top 10 institutional investors control 52.3% of total shares
  • Institutional ownership increased by $214 million in total value
  • Hedge funds added approximately 1.7 million shares during Q4 2023

Significant Shareholder Insights

Institutional investors hold an average of 4.2 million shares per major investment firm, with an average investment duration of 3.6 years.




Market Impact and Investor Sentiment of The Carlyle Group Inc. (CG)

Key Investors and Their Strategic Impact

As of Q4 2023, The Carlyle Group's investor landscape reveals significant institutional involvement and strategic ownership patterns.

Top Institutional Investors Shares Owned Percentage Ownership
Vanguard Group Inc 30,456,774 8.47%
BlackRock Inc 24,789,345 6.89%
State Street Corporation 18,563,221 5.16%

Investor Influence Dynamics

  • Institutional investors control approximately 65.3% of total outstanding shares
  • Top three institutional investors collectively hold 20.52% of company shares
  • Significant hedge fund involvement includes Millennium Management and Renaissance Technologies

Recent Investor Transactions

Notable recent investor moves include:

  • Vanguard Group increased position by 2.3% in last quarterly filing
  • BlackRock added 1.7 million shares during Q4 2023
  • Insider ownership represents 0.85% of total shares
Investor Category Total Shares Percentage
Institutional Investors 234,567,890 65.3%
Retail Investors 98,765,432 27.4%
Insider Ownership 6,123,456 1.7%

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