Institutional HoldersBeta

Who holds a company, from every 13F filed for the quarter, one row per filer exactly as filed, against the latest share count the company reported.

Carlyle Group Inc.

CIK 0001527166CGCGABL· quarter ending 2026-06-30
Shares outstanding
356,332,798
Held by 13F filers
220,297,368
61.8% of shares outstanding
Holders
591
-14 vs 2026-03-31 · 69 new, 83 exited
Value
$9.3B
shares +0.6% vs prior quarter

Share classes (cover page of the 10-Q filed 2026-08-10, as of 2026-08-04)

ClassListedShares outstandingHeld by 13F filers% of classHoldersCUSIP
Common stockCG · NASDAQ356,332,798220,297,36861.8%59114316J108

Each class is compared with its own share count; classes are not added together. A class that is not exchange-listed cannot be held by 13F filers.

Securities (CUSIPs held in 13F this quarter)

tick to combine
CountCUSIPClass (as filers write it)HoldersShares heldClass shares% of classValueOptionsMapped via
14316J108COM591220,297,368356,332,79861.8%$9.3B13 call / 16 put13DGholders →
14314C105PFDnot common137,560——$607K—NPORTholders →

Totals combine the ticked CUSIPs and update as you tick: common-stock classes by default; preferreds, notes, warrants and depositary shares are listed but not counted. "holders →" shows a single CUSIP on its own. Bonds are held as a principal amount, not shares. Options positions are never counted as holdings.

Top holders (250 of 591 · 14316J108)

change vs 2026-03-31
#FilerShares% of classValueChange
1BlackRock, Inc.31,984,0538.98%$1.3B+959,608 (+3.1%)
2HARRIS ASSOCIATES L P17,661,6254.96%$743.7M+1,077,718 (+6.5%)
3VANGUARD PORTFOLIO MANAGEMENT LLC11,830,1123.32%$498.2M+10,562 (+0.1%)
4Capital World Investors11,813,7983.32%$497.5M-6,013,418 (-33.7%)
5VANGUARD CAPITAL MANAGEMENT LLC11,464,4743.22%$482.8M+70,803 (+0.6%)
6MORGAN STANLEY9,993,4082.80%$420.8M-179,037 (-1.8%)
7STATE STREET CORP9,891,9822.78%$416.6M+211,112 (+2.2%)
8MASSACHUSETTS FINANCIAL SERVICES CO /MA/7,739,5242.17%$328.6M+90,515 (+1.2%)
9ALKEON CAPITAL MANAGEMENT LLC5,941,3161.67%$250.2M—
10WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC5,914,9051.66%$249.1M-386,204 (-6.1%)
11GEODE CAPITAL MANAGEMENT, LLC5,224,5551.47%$219.4M+75,432 (+1.5%)
12ARIEL INVESTMENTS, LLC4,548,6831.28%$191.5M+566,926 (+14.2%)
13FMR LLC4,358,4551.22%$183.5M+653,865 (+17.7%)
14Legal & General Group Plc3,870,4431.09%$163.0M+368,111 (+10.5%)
15NORGES BANK3,646,3001.02%$153.5MNEW
16Amundi3,406,0010.96%$143.4M+2,749,781 (+419.0%)
17DIMENSIONAL FUND ADVISORS LP2,995,5100.84%$126.1M-50,468 (-1.7%)
18NORTHERN TRUST CORP2,576,5580.72%$108.5M+76,762 (+3.1%)
19UBS Group AG2,504,9180.70%$105.5M-397,470 (-13.7%)
20Point72 Asset Management, L.P.2,184,8540.61%$92.0M+1,981,854 (+976.3%)
21ROYAL BANK OF CANADA2,029,6100.57%$85.5M+1,145,931 (+129.7%)
22AMERIPRISE FINANCIAL INC2,026,7720.57%$85.3M-694,821 (-25.5%)
23Bank of New York Mellon Corp2,007,5990.56%$84.5M-40,051 (-2.0%)
24ALGEBRIS (UK) LTD1,923,1590.54%$80.7M+628,125 (+48.5%)
25BANK OF AMERICA CORP /DE/1,886,4900.53%$79.4M+547,683 (+40.9%)
26VANGUARD FIDUCIARY TRUST CO1,640,0800.46%$69.1M+33,241 (+2.1%)
27UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC1,602,7000.45%$67.5M+86,089 (+5.7%)
28GOLDMAN SACHS GROUP INC1,574,1430.44%$66.3M-50,226 (-3.1%)
29Markel Group Inc.1,327,0000.37%$55.9M—
30Beutel, Goodman & Co Ltd.1,270,0590.36%$53.5M-248,933 (-16.4%)
31JANE STREET GROUP, LLC1,218,2380.34%$51.3M+820,832 (+206.5%)
32CHARLES SCHWAB INVESTMENT MANAGEMENT INC1,140,8090.32%$48.0M+12,825 (+1.1%)
33Davis Asset Management, L.P.1,131,0000.32%$47.6M—
34JPMORGAN CHASE & CO1,071,3940.30%$43.4M-105,019 (-8.9%)
35Walleye Capital LLC1,060,7460.30%$44.7M+688,791 (+185.2%)
36Russell Investments Group, Ltd.1,049,8200.29%$44.1M+113,362 (+12.1%)
37Nuveen, LLC955,9650.27%$40.3M-3,551 (-0.4%)
38PRIVATE MANAGEMENT GROUP INC954,7670.27%$40.2M+263,342 (+38.1%)
39CITADEL ADVISORS LLC835,1710.23%$35.2MNEW
40Prana Capital Management, LP813,6180.23%$34.3M+163,032 (+25.1%)
41RENAISSANCE TECHNOLOGIES LLC744,7000.21%$31.4M+608,000 (+444.8%)
42RHUMBLINE ADVISERS737,8190.21%$31.1M+19,168 (+2.7%)
43Invesco Ltd.683,7540.19%$28.8M+6,004 (+0.9%)
44MARSHALL WACE, LLP600,2410.17%$25.3MNEW
45PRINCIPAL FINANCIAL GROUP INC588,5200.17%$24.8M+9,444 (+1.6%)
46DEPRINCE RACE & ZOLLO INC562,4410.16%$23.7M+35,151 (+6.7%)
47FRANKLIN STREET ADVISORS INC /NC560,3270.16%$23.6M-102,899 (-15.5%)
48VANGUARD ASSET MANAGEMENT, Ltd543,4890.15%$22.9M+68,788 (+14.5%)
49Assenagon Asset Management S.A.528,4640.15%$22.3MNEW
50ASSETMARK, INC527,5430.15%$22.2M+62,099 (+13.3%)
51CastleKnight Management LP519,5760.15%$21.9M+46,600 (+9.9%)
52Sumitomo Mitsui Trust Group, Inc.519,2420.15%$21.9M+35,550 (+7.3%)
53ENVESTNET ASSET MANAGEMENT INC496,5600.14%$20.9M+25,318 (+5.4%)
54Squarepoint Ops LLC495,6080.14%$20.9M+453,401 (+1074.2%)
55Rockefeller Capital Management L.P.477,6570.13%$20.1M-8,301 (-1.7%)
56MANUFACTURERS LIFE INSURANCE COMPANY, THE451,5200.13%$19.0M-31,582 (-6.5%)
57DEUTSCHE BANK AG\418,3180.12%$17.6M-382,509 (-47.8%)
58CANADA LIFE ASSURANCE Co410,9080.12%$17.3M+33,666 (+8.9%)
59RAYMOND JAMES FINANCIAL INC390,1770.11%$16.4M-9,284 (-2.3%)
60T. Rowe Price Investment Management, Inc.387,7620.11%$16.3M-2,163 (-0.6%)
61WELLS FARGO & COMPANY/MN381,0440.11%$16.0M-599 (-0.2%)
62ALLIANCEBERNSTEIN L.P.375,4850.11%$18.2M+343 (+0.1%)
63VAN ECK ASSOCIATES CORP370,3810.10%$15.6M+126,441 (+51.8%)
64California Public Employees Retirement System317,2660.09%$13.4M-146,910 (-31.6%)
65FRONTIER CAPITAL MANAGEMENT CO LLC316,7240.09%$13.3M-15,582 (-4.7%)
66BANK OF NOVA SCOTIA314,7250.09%$13.3M+208,036 (+195.0%)
67Mitsubishi UFJ Asset Management Co., Ltd.307,6100.09%$13.0M+67,857 (+28.3%)
68BARCLAYS PLC306,5940.09%$12.9M+11,262 (+3.8%)
69BANK OF MONTREAL /CAN/306,1780.09%$12.9M+46,962 (+18.1%)
70CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM303,3150.09%$12.8M-15,804 (-5.0%)
71XTX Topco Ltd303,2220.09%$12.8M+201,149 (+197.1%)
72Sargent Investment Group, LLC300,8210.08%$12.7M-2,862 (-0.9%)
73NATIXIS ADVISORS, LLC292,2490.08%$12.3M-32,572 (-10.0%)
74HSBC HOLDINGS PLC283,2060.08%$11.9M+71,039 (+33.5%)
75Gator Capital Management, LLC282,4250.08%$11.9M+91,230 (+47.7%)
76Cerity Partners LLC279,6580.08%$11.8M-5,543 (-1.9%)
77Jump Financial, LLC277,2940.08%$11.7MNEW
78Retirement Systems of Alabama268,0680.08%$11.3M-50,059 (-15.7%)
79ARGENT CAPITAL MANAGEMENT LLC267,5550.08%$11.3M-19,860 (-6.9%)
80JONES FINANCIAL COMPANIES LLLP264,1350.07%$10.9M+7,885 (+3.1%)
81PRICE T ROWE ASSOCIATES INC /MD/255,2430.07%$10.7M+18,694 (+7.9%)
82CITIGROUP INC250,1890.07%$10.5M+84,839 (+51.3%)
83VICTORY CAPITAL MANAGEMENT INC244,7350.07%$10.3M-5,287 (-2.1%)
84D. E. Shaw & Co., Inc.238,8830.07%$10.1M+221,354 (+1262.8%)
85Allen Mooney & Barnes Investment Advisors LLC238,5000.07%$10.0M-20,236 (-7.8%)
86AQR CAPITAL MANAGEMENT LLC234,9420.07%$9.9M-46,234 (-16.4%)
87BROWN ADVISORY INC233,1270.07%$9.8M-6,418 (-2.7%)
88SOROS FUND MANAGEMENT LLC226,7670.06%$9.5M-18,218 (-7.4%)
89ExodusPoint Capital Management, LP225,7320.06%$9.5MNEW
90MetLife Investment Management, LLC224,5330.06%$9.5M+15,711 (+7.5%)
91OPPENHEIMER & CO INC218,6910.06%$9.2M+27,610 (+14.4%)
92DNB Asset Management AS218,1290.06%$9.2M-18,132 (-7.7%)
93Galvin, Gaustad & Stein, LLC207,5310.06%$8.7M-16,188 (-7.2%)
94ROYAL LONDON ASSET MANAGEMENT LTD204,9290.06%$8.6M-940 (-0.5%)
95Lalia Capital, LLC202,0000.06%$8.5M+160,000 (+381.0%)
96Schonfeld Strategic Advisors LLC201,9580.06%$8.5M+25,246 (+14.3%)
97SIT INVESTMENT ASSOCIATES INC195,3150.05%$8.2M-43,900 (-18.4%)
98APG Asset Management N.V.193,4030.05%$7.1M+60,111 (+45.1%)
99Walleye Trading LLC190,1430.05%$8.0MNEW
100Aberdeen Group plc186,4100.05%$7.8M+5,496 (+3.0%)
101MILLENNIUM MANAGEMENT LLC178,4580.05%$7.5M-6,624,597 (-97.4%)
102FIFTH THIRD BANCORP164,7670.05%$6.9M-17,651 (-9.7%)
103LPL Financial LLC164,4820.05%$6.9M-644,792 (-79.7%)
104NATIONAL BANK OF CANADA /FI/153,6100.04%$6.5M-2,660 (-1.7%)
105STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM152,4670.04%$6.4M-5,620 (-3.6%)
106WINSLOW ASSET MANAGEMENT INC152,1950.04%$6.4M+7,077 (+4.9%)
107TORONTO DOMINION BANK149,8300.04%$6.3M+107,780 (+256.3%)
108SEI INVESTMENTS CO146,7770.04%$6.2M+4,632 (+3.3%)
109STIFEL FINANCIAL CORP144,8740.04%$6.1M-18,892 (-11.5%)
110BNP PARIBAS FINANCIAL MARKETS142,1160.04%$6.0M+24,059 (+20.4%)
111NEW YORK STATE COMMON RETIREMENT FUND141,1000.04%$5.9M-3,795 (-2.6%)
112ADAGE CAPITAL PARTNERS GP, L.L.C.140,1000.04%$5.9M+130,199 (+1315.0%)
113AMERICAN CENTURY COMPANIES INC134,4610.04%$5.7M+12,889 (+10.6%)
114STATE OF WISCONSIN INVESTMENT BOARD133,6080.04%$5.6M+11,023 (+9.0%)
115Texas Yale Capital Corp.132,4290.04%$5.6M+20,197 (+18.0%)
116NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO131,1630.04%$5.5M+8,932 (+7.3%)
117Parallax Volatility Advisers, L.P.128,8720.04%$5.4M+79,191 (+159.4%)
118DANSKE BANK A/S127,8090.04%$5.4M-3,500 (-2.7%)
119Zurcher Kantonalbank (Zurich Cantonalbank)127,5290.04%$5.4M+13,237 (+11.6%)
120Sound Income Strategies, LLC126,7340.04%$5.3M+1,998 (+1.6%)
121Vanguard Global Advisers, LLC124,4170.03%$5.2M-3,227 (-2.5%)
122Allianz Asset Management GmbH120,6110.03%$5.1M-198 (-0.2%)
123Police & Firemen's Retirement System of New Jersey119,7370.03%$5.0M+7,494 (+6.7%)
124Vanguard Investments Australia, Ltd.115,2630.03%$4.9M+7,505 (+7.0%)
125AMALGAMATED BANK114,9960.03%$4.8M-1,843 (-1.6%)
126Caption Management, LLC114,0310.03%$4.8MNEW
127Treasurer of the State of North Carolina113,0320.03%$4.8M+1,070 (+1.0%)
128CAZ INVESTMENTS LP106,0000.03%$4.5MNEW
129STEPHENS INC /AR/102,7370.03%$4.3M+1,195 (+1.2%)
130Mitsubishi UFJ Trust & Banking Corp100,8690.03%$4.2M+8,360 (+9.0%)
131State of Tennessee, Department of Treasury100,0670.03%$4.2M-1,802 (-1.8%)
132SUSQUEHANNA INTERNATIONAL GROUP, LLP100,0020.03%$4.2M+19,636 (+24.4%)
133Universal- Beteiligungs- und Servicegesellschaft mbH99,9460.03%$4.2M+12,421 (+14.2%)
134CITY OF LONDON INVESTMENT MANAGEMENT CO LTD99,7230.03%$4.2M—
135KLP KAPITALFORVALTNING AS99,7000.03%$4.2M+19,300 (+24.0%)
136Kerusso Capital Management LLC99,6750.03%$4.2M+18,919 (+23.4%)
137Asset Management One Co., Ltd.98,9620.03%$4.2M+8,661 (+9.6%)
138Man Group plc97,7200.03%$4.1MNEW
139NEW YORK STATE TEACHERS RETIREMENT SYSTEM97,5860.03%$4.1M+8,418 (+9.4%)
140Pictet Asset Management Holding SA96,7760.03%$4.1M+2,669 (+2.8%)
141MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC96,2760.03%$4.1M-3,169 (-3.2%)
142SG Americas Securities, LLC95,7240.03%$4.0M+24,213 (+33.9%)
143NOMURA ASSET MANAGEMENT CO LTD94,6350.03%$4.0M+14,841 (+18.6%)
144AVIVA PLC93,6560.03%$3.9M+1,959 (+2.1%)
145CAPITAL FUND MANAGEMENT S.A.90,7900.03%$3.8MNEW
146Janney Montgomery Scott LLC85,9280.02%$3.6M+2,406 (+2.9%)
147Cetera Investment Advisers81,5880.02%$3.4M+2,941 (+3.7%)
148State of New Jersey Common Pension Fund D81,3020.02%$3.4M—
149TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY80,0800.02%$3.4M—
150OSAIC HOLDINGS, INC.77,8540.02%$3.3M+1,827 (+2.4%)
151Lansforsakringar Fondforvaltning AB (publ)77,6280.02%$3.3M+5,669 (+7.9%)
152VOLORIDGE INVESTMENT MANAGEMENT, LLC76,3900.02%$3.2MNEW
153Louisiana State Employees Retirement System75,8000.02%$3.2M+600 (+0.8%)
154PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO75,6470.02%$3.2M-475 (-0.6%)
155ARIZONA STATE RETIREMENT SYSTEM75,0750.02%$3.2M+11,190 (+17.5%)
156FJARDE AP-FONDEN /FOURTH SWEDISH NATIONAL PENSION FUND74,8360.02%$3.2M+1,600 (+2.2%)
157YOUSIF CAPITAL MANAGEMENT, LLC74,2050.02%$3.1M-4,414 (-5.6%)
158one8zero8, LLC74,1300.02%$3.1M—
159Wellington Shields Capital Management, LLC71,3100.02%$3.0M-6,234 (-8.0%)
160Resona Asset Management Co.,Ltd.69,1920.02%$2.9M+2,693 (+4.0%)
161Handelsbanken Fonder AB68,2000.02%$2.9M+1,500 (+2.2%)
162TD Waterhouse Canada Inc.64,2890.02%$2.7M+5,423 (+9.2%)
163KBC Group NV63,9450.02%$2.7M+12,594 (+24.5%)
164CAPTRUST FINANCIAL ADVISORS63,6650.02%$2.7M+8,111 (+14.6%)
165COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS62,0490.02%$2.6M-2,969 (-4.6%)
166Compagnie Lombard Odier SCmA62,0050.02%$2.6M—
167AUGUSTINE ASSET MANAGEMENT INC61,9720.02%$2.6M-427 (-0.7%)
168IFM Investors Pty Ltd61,9190.02%$2.6M+12,311 (+24.8%)
169STATE OF MICHIGAN RETIREMENT SYSTEM60,6000.02%$2.6M-1,800 (-2.9%)
170Lighthouse Investment Partners, LLC58,3590.02%$2.5M+24,660 (+73.2%)
171NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC58,3020.02%$2.5M+168 (+0.3%)
172Thrivent Financial for Lutherans57,5550.02%$2.4M-90,657 (-61.2%)
173SEB Asset Management AB55,4120.02%$2.3M+4,978 (+9.9%)
174Buckland Partners Management Co LLC54,4000.02%$2.3M—
175PRUDENTIAL FINANCIAL INC53,8610.02%$2.3M+3,595 (+7.2%)
176NEW MEXICO EDUCATIONAL RETIREMENT BOARD53,8000.02%$2.3M—
177OREGON PUBLIC EMPLOYEES RETIREMENT FUND53,5520.02%$2.3M+300 (+0.6%)
178GFG Capital, LLC51,9420.01%$2.2M+2,131 (+4.3%)
179COMMONWEALTH EQUITY SERVICES, LLC49,9540.01%$2.1M-6,102 (-10.9%)
180Vontobel Holding Ltd.49,8440.01%$2.1MNEW
181Coastal Bridge Advisors, LLC49,3520.01%$2.1M-3,811 (-7.2%)
182TWO SIGMA INVESTMENTS, LP48,9310.01%$2.1MNEW
183Corient Private Wealth LP47,9040.01%$2.0M-3,130 (-6.1%)
184Ameritas Investment Partners, Inc.47,8050.01%$2.0M—
185TD Asset Management Inc46,8710.01%$2.0M-46,562 (-49.8%)
186XPONANCE LLC46,8600.01%$2.0M+1,845 (+4.1%)
187Chicago Partners Investment Group LLC46,6400.01%$2.1M-30,392 (-39.5%)
188HighTower Advisors, LLC45,7190.01%$1.9M-21,046 (-31.5%)
189PNC Financial Services Group, Inc.44,0610.01%$1.9M+1,057 (+2.5%)
190Eurizon Capital SGR S.p.A.43,3810.01%$1.8M+1,616 (+3.9%)
191Gotham Asset Management, LLC43,1390.01%$1.8M-328 (-0.8%)
192DekaBank Deutsche Girozentrale42,0230.01%$2.0M—
193LBP AM SA41,3980.01%$1.7M+1,521 (+3.8%)
194TWINBEECH CAPITAL LP41,3850.01%$1.7M-52,103 (-55.7%)
195&PARTNERS41,3670.01%$1.7M+15,620 (+60.7%)
196Utah Retirement Systems40,2670.01%$1.7M-2,186 (-5.1%)
197Miller Value Partners, LLC40,0000.01%$1.7M—
198GATEWAY INVESTMENT ADVISERS LLC39,8120.01%$1.7MNEW
199Campbell & CO Investment Adviser LLC39,2730.01%$1.7MNEW
200BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp39,2480.01%$1.7M+6,842 (+21.1%)
201Cambridge Investment Research Advisors, Inc.37,4180.01%$1.6M+11,938 (+46.9%)
202SIRIOS CAPITAL MANAGEMENT L P37,1230.01%$1.6M-505,128 (-93.2%)
203Sanctuary Advisors, LLC37,0730.01%$1.6M-898 (-2.4%)
204Korea Investment CORP36,9050.01%$1.6M—
205Bleakley Financial Group, LLC35,9870.01%$1.5M-800 (-2.2%)
206NISSAY ASSET MANAGEMENT CORP /JAPAN35,2950.01%$1.5M+4,627 (+15.1%)
207Quantbot Technologies LP34,9740.01%$1.5M+26,930 (+334.8%)
208BNP PARIBAS ASSET MANAGEMENT Holding S.A.34,6670.01%$1.5M+20,407 (+143.1%)
209AMICA MUTUAL INSURANCE CO33,9030.01%$1.4M+2,137 (+6.7%)
210Qsemble Capital Management, LP32,1400.01%$1.4MNEW
211INTREPID CAPITAL MANAGEMENT INC31,8940.01%$1.3M+13,133 (+70.0%)
212Private Advisor Group, LLC31,6160.01%$1.3M+25,187 (+391.8%)
213MML INVESTORS SERVICES, LLC31,4790.01%$1.3M+6,850 (+27.8%)
214Sierra Capital LLC31,3650.01%$1.3M—
215NEUBERGER BERMAN GROUP LLC31,2420.01%$1.3M-3,978 (-11.3%)
216OP Asset Management Ltd30,5320.01%$1.3M-11,419 (-27.2%)
217Swiss Life Asset Management Ltd29,6660.01%$1.2M+4,816 (+19.4%)
218ALLSTATE CORP29,4760.01%$1.2M+3,782 (+14.7%)
219Entropy Technologies, LP29,3730.01%$1.2M-67,192 (-69.6%)
220Pacer Advisors, Inc.29,1820.01%$1.2M-1,638 (-5.3%)
221DIVERSIFIED TRUST CO29,1330.01%$1.2M+56 (+0.2%)
222Advisors Asset Management, Inc.28,7800.01%$1.2M+3,651 (+14.5%)
223BANQUE PICTET & CIE SA28,7000.01%$1.2M—
224UNITED CAPITAL FINANCIAL ADVISORS, LLC28,6400.01%$1.2M+24,031 (+521.4%)
225New Age Alpha Advisors, LLC27,6310.01%$1.2M-4,379 (-13.7%)
226Cercano Management LLC27,5890.01%$1.2MNEW
227WEALTH ENHANCEMENT ADVISORY SERVICES, LLC27,5790.01%$1.2M-1,057 (-3.7%)
228HRT FINANCIAL LP27,2870.01%$1.1M-102,481 (-79.0%)
229Swedbank AB26,8420.01%$1.1M—
230Avanza Fonder AB26,3570.01%$1.1M—
231TRUIST FINANCIAL CORP26,2370.01%$1.1M-162 (-0.6%)
232Waterfront Wealth Inc.25,9080.01%$1.2M-155 (-0.6%)
233JEPPSON WEALTH MANAGEMENT, LLC25,8460.01%$1.1M-1,174 (-4.3%)
234NORDEA INVESTMENT MANAGEMENT AB25,7630.01%$1.1M+3,959 (+18.2%)
235SIMPLEX TRADING, LLC25,4150.01%$1.1MNEW
236State of Alaska, Department of Revenue25,3950.01%$1.1M-252 (-1.0%)
237DAVENPORT & Co LLC25,0820.01%$1.1M+4,328 (+20.9%)
238Onyx Bridge Wealth Group LLC24,9690.01%$1.1M+17 (+0.1%)
239Orion Porfolio Solutions, LLC24,8380.01%$1.0M+40 (+0.2%)
240Daiwa Securities Group Inc.24,6730.01%$1.0M+4,100 (+19.9%)
241Sumitomo Mitsui DS Asset Management Company, Ltd24,6220.01%$1.0M—
242KESTRA PRIVATE WEALTH SERVICES, LLC23,9690.01%$1.0M-178 (-0.7%)
243GROUP ONE TRADING LLC23,9520.01%$1.0MNEW
244Apollon Wealth Management, LLC22,8530.01%$962K-526 (-2.2%)
245NewEdge Advisors, LLC22,7920.01%$960K-498 (-2.1%)
246CREDIT AGRICOLE S A22,5770.01%$951K+9,242 (+69.3%)
247GARRISON BRADFORD & ASSOCIATES INC22,5430.01%$949K-100 (-0.4%)
248Hilltop Holdings Inc.22,5310.01%$949K-3,339 (-12.9%)
249Creative Planning22,3330.01%$940K-3,045 (-12.0%)
250WELLINGTON MANAGEMENT GROUP LLP22,1690.01%$934K+1,040 (+4.9%)
Exited since 2026-03-31 (83 filers; largest 25 shown)
REGENTS OF THE UNIVERSITY OF CALIFORNIA−1,516,016
Freestone Grove Partners LP−693,262
Alyeska Investment Group, L.P.−480,930
Woodline Partners LP−351,606
Holocene Advisors, LP−317,967
Capital International, Inc./CA/−160,648
LAZARD ASSET MANAGEMENT LLC−160,477
BW Gestao de Investimentos Ltda.−160,000
BAMCO INC /NY/−157,000
Cinctive Capital Management LP−155,284
Tredje AP-fonden−103,696
WINTON GROUP Ltd−92,262
Y-Intercept (Hong Kong) Ltd−83,153
Polar Asset Management Partners Inc.−74,007
Stanley-Laman Group, Ltd.−64,679
Mariner, LLC−24,931
JANUS HENDERSON GROUP PLC−21,573
Waterway Wealth Management, LLC−19,036
SIH Partners, LLLP−18,600
JOURNEY STRATEGIC WEALTH LLC−17,474
GM Advisory Group, LLC−17,231
CWM, LLC−15,477
Havemeyer Place LP−14,236
ASR Vermogensbeheer N.V.−13,281
Brooklyn Investment Group−11,795

Large holders from 13D/13G (latest per reporting person, last 2 years)

Filed when a holder crosses 5% or changes materially, so often more current than the quarter-end 13F. Percentages are the filer's own, against the share count they used.

Reporting personFormFiledEventShares% of class
BlackRock, Inc.SCHEDULE 13G/A2026-07-272026-06-3026,522,3857.4%
Capital World InvestorsSCHEDULE 13G/A2026-05-142026-03-3117,987,8645%
The Vanguard GroupSCHEDULE 13G/A2026-03-262026-03-1300%
Carlyle Group Management L.L.C.SCHEDULE 13D/A2025-04-172025-01-0100%
Daniel A. D'AnielloSCHEDULE 13G/A2025-04-172025-03-3132,504,1029%
David M. RubensteinSCHEDULE 13G/A2025-04-172025-03-3129,249,6448.1%
William E. Conway, Jr.SCHEDULE 13G/A2025-04-172025-03-3129,999,6448.3%

Source: SEC Form 13F-HR information tables for the quarter ending 2026-06-30 (filed within 45 days of quarter end; amendments applied; values normalised to dollars), the share count from the company's latest 10-K/10-Q XBRL cover page, and Schedule 13D/13G filings. Each row is a legal 13F filer as filed — related entities (e.g. Vanguard's advisers) are not merged. Retail brokerage accounts are not reported on 13F, so the remainder is mostly retail and insiders.