How many institutions own CG stock?

A company's 13F filings with the Securities and Exchange Commission (SEC) provides investors with comprehensive information about institutional ownership in a listed company, a sign of strength in terms of how many institutions have confidence in that company. The number of institutional investors who currently own CG shares is 801, representing 64.11% of the company's common stock.

Who are the major shareholders selling The Carlyle Group Inc. stock?

UBS ASSET MANAGEMENT AMERICAS INC, in the last quarter, reduced its stake in CG by -14.08% restricting it's holding to 1.35 million shares of worth nearly $84.64M. SIT INVESTMENT ASSOCIATES INC also lessened -7.15% of the CG shares from its portfolio, reducing its holding to 192.42 thousand shares of worth $12.06M. OPPENHEIMER & CO INC also shunned CG shares holding by -30.57% last quarter which brought its holding to 196.24 thousand shares worth $12.30M.

Investors who are buying CG stock?

As per its latest 13F filing, BANK OF AMERICA CORP /DE/ increased its stake in CG by 4.7% in the last quarter. The institutional holder raised its holding to 1.96 million shares having worth more than $122.80M. SOL CAPITAL MANAGEMENT CO also added 0.89% more shares of CG to its portfolio, raising its holding to 188.24 thousand shares of worth $11.80M. NEW YORK STATE COMMON RETIREMENT FUND also increased its CG shares holding by 16.26% which brought its holding to 207.4 thousand shares worth $13.00M.

CG's major insiders: who are they?

The insider with the most stakes in CG is Rubenstein David M. , director at the company. Additionally, CG stock is highly held by Chief Executive Officer SCHWARTZ HARVEY M and 10 percent owner Carlyle Group Inc. among others.

Did an insider recently sell CG stock?

Company executives, directors, and other insiders own 25.38% percent of The Carlyle Group Inc.'s stock. Within the last six months, there have been 1 transaction(s) in which CG insiders have sold stock, totaling 625K shares. Insiders that have sold shares include RUBENSTEIN DAVID M., FERGUSON JEFFREY W., and D'ANIELLO DANIEL A..

Which insider recently purchased CG stock?

There have been 0 transaction(s) during the past 6-months in which The Carlyle Group Inc. insiders have bought stock, totalling 0 shares

How much of CG does insiders own?

Around 28M The Carlyle Group Inc. shares are held by insiders, which represents about 25.38% of CG stock.

Who is the insider with the largest stake?

CG director, Rubenstein David M. holds the largest portfolio of the company's shares. CG shares owned by Rubenstein total nearly 28 million.

Which institution holds the most shares in CG?

UBS ASSET MANAGEMENT AMERICAS INC is the largest institutional owner in CG which holds 1.35 million shares worth $84.64M or 0.37% of the total CG shares outstanding followed by BANK OF AMERICA CORP /DE/ with ownership of 1.96 million shares representing 0.54% of the CG ownership. SOL CAPITAL MANAGEMENT CO is the third largest stakeholder with 188.24 thousand shares or 0.05% of the ownership worth more than $11.80M.

Is The Carlyle Group Inc. stock optionable?

Stock options give the owner the ability but not the obligation to buy or sell a security at a predetermined price and date. Stock options can be classified into two types: puts and calls. A put is a bet on falling stock, and a call is a bet on rising stock. As far as the CG is concerned, it is a stock which is optionable.

Is there a short position on CG's shares?

Number of CG shares short is 12.89M. Shares short is a market sentiment in which investors have sold their shares short in a given stock but have not yet covered them or closed them out.

About how many outstanding CG shares are there?

As of today, 361.70M shares of CG are outstanding.

Is there many float in CG stock?

Float represents the number of tradeable shares in a specific stock. By subtracting restricted and closely-held shares from a firm's total outstanding shares, we can calculate its floating stock. The term "closely-held shares" refers to shares held by employees, major shareholders, and company insiders. At present, CG has 264.81M shares in float.

CG short ratio: what is it?

Short ratio is calculated by dividing the number of short shares, short interest or bets that shareholders will sell short from the average daily volume. A higher ratio indicates longer times needed to repurchase borrowed shares (sold). The short ratio for CG is 4.79.

Carlyle Group (CG) insider trading activity: Get Latest News Today

Stock Outstanding Shares

Making an investment decision in the stock market involves a certain amount of risk, so it's important to thoroughly review a company's stock before making any decisions. Stock float, number of short positions and outstanding shares are among the many factors an investor should take into account.

ShortableYes

OptionableYes

Short Percent Of Outstanding Shares3.57

Short Percent Of Float4.83

Shares Outstanding361.70M

Shares Float264.81M

Shares Short12.89M

Short Ratio4.79

4.83%

Short % of Float

3.57%

Short % of Shares Outstanding

Market Insider

Investors cannot turn a blind eye to insiders as well as institutional ownership. They need to follow insider trades to determine the direction the stock is likely to take.

Major Holders Summary

25.38% Percentage of Shares held by All Insiders

64.11% Percentage of Shares held by All Institutions

85.91% Percentage of Float held by Institutions

801

Number of Institutions Holding Shares

Institutional Ownership

About 64.11% of CG shares are held by financial institutions. UBS ASSET MANAGEMENT AMERICAS INC is the top corporate investor, holding 1.35M shares valued at $84.64M. A 0.37% stake in The Carlyle Group Inc. is owned by the company. BANK OF AMERICA CORP /DE/ owns 1.96M shares valued at $122.80M, which translates its holding of 0.54% of the stake in the company.

Date	Holder	% Stake	Shares Held	Total Value ($)	Shares	% Change in Portfolio
Sep 30, 2025	UBS ASSET MANAGEMENT AMERICAS INC	0.37%	1.35M	84.64M	-221.27K	-14.08%
Sep 30, 2025	BANK OF AMERICA CORP /DE/	0.54%	1.96M	122.8M	87.93K	+4.70%
Sep 30, 2025	SOL CAPITAL MANAGEMENT CO	0.05%	188.24K	11.8M	1.67K	+0.89%
Sep 30, 2025	SIT INVESTMENT ASSOCIATES INC	0.05%	192.42K	12.06M	-14.82K	-7.15%
Sep 30, 2025	OPPENHEIMER & CO INC	0.05%	196.24K	12.3M	-86.4K	-30.57%
Sep 30, 2025	NEW YORK STATE COMMON RETIREMENT FUND	0.06%	207.4K	13M	29K	+16.26%
Sep 30, 2025	MITSUBISHI UFJ KOKUSAI ASSET MANAGEMENT CO., LTD.	0.06%	208.13K	13.05M	0	0
Sep 30, 2025	BANK OF MONTREAL /CAN/	0.06%	211.66K	13.27M	56	+0.03%
Sep 30, 2025	BRANDYWINE GLOBAL INVESTMENT MANAGEMENT, LLC	0.06%	212.62K	13.33M	-280	-0.13%
Sep 30, 2025	ROYAL LONDON ASSET MANAGEMENT LTD	0.06%	216.52K	13.58M	109.06K	+101.48%
Sep 30, 2025	KOREA INVESTMENT CORP	0.06%	222.5K	13.95M	1.3K	+0.59%
Sep 30, 2025	GALVIN, GAUSTAD & STEIN, LLC	0.06%	233.05K	14.61M	82.09K	+54.38%
Sep 30, 2025	ALLEN MOONEY & BARNES INVESTMENT ADVISORS LLC	0.07%	247.19K	15.5M	-67.25K	-21.39%
Sep 30, 2025	FIRST TRUST ADVISORS LP	0.07%	261.63K	16.4M	-113.14K	-30.19%
Sep 30, 2025	DNB ASSET MANAGEMENT AS	0.07%	264.72K	16.6M	-40.72K	-13.33%
Sep 30, 2025	RETIREMENT SYSTEMS OF ALABAMA	0.09%	314.87K	19.74M	54.45K	+20.91%
Sep 30, 2025	DEUTSCHE BANK AG\	0.09%	332.93K	20.87M	40.67K	+13.92%
Sep 30, 2025	DEPRINCE RACE & ZOLLO INC	0.09%	333.56K	20.91M	-171.97K	-34.02%
Sep 30, 2025	AMERICAN CENTURY COMPANIES INC	0.1%	347.7K	21.8M	206.63K	+146.48%
Sep 30, 2025	AEGON ASSET MANAGEMENT UK PLC	0.1%	361.89K	22.68M	52.03K	+16.79%
Sep 30, 2025	WELLS FARGO & COMPANY/MN	0.11%	393.03K	24.64M	-11.16K	-2.76%
Sep 30, 2025	NATIXIS ADVISORS, L.P.	0.11%	399.86K	25.07M	30.29K	+8.20%
Sep 30, 2025	BLACKROCK, INC.	9.02%	32.5M	2.04B	1.06M	+3.37%
Sep 30, 2025	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.17%	622.9K	39.06M	106.3K	+20.58%
Sep 30, 2025	ENVESTNET ASSET MANAGEMENT INC	0.17%	623.56K	39.1M	-9.57K	-1.51%
Sep 30, 2025	ARGENT CAPITAL MANAGEMENT LLC	0.17%	624.93K	39.18M	-857	-0.14%
Sep 30, 2025	PRIVATE MANAGEMENT GROUP INC	0.19%	668.83K	41.94M	-272.04K	-28.91%
Sep 30, 2025	FRANKLIN STREET ADVISORS INC /NC	0.19%	672.82K	42.19M	6.45K	+0.97%
Sep 30, 2025	RAYMOND JAMES FINANCIAL INC	0.19%	678.02K	42.51M	-14.36K	-2.07%
Sep 30, 2025	LPL FINANCIAL LLC	0.23%	846.39K	53.07M	687.11K	+431.38%
Sep 30, 2025	INVESCO LTD.	0.2%	716.33K	44.91M	-81.69K	-10.24%
Sep 30, 2025	MOORE CAPITAL MANAGEMENT, LP	0.19%	670.08K	42.01M	670.08K	+100.00%
Sep 30, 2025	BEUTEL, GOODMAN & CO LTD.	0.73%	2.62M	164.41M	-149.42K	-5.39%
Sep 30, 2025	HOLOCENE ADVISORS, LP	0.2%	718.56K	45.05M	52.69K	+7.91%
Sep 30, 2025	RHUMBLINE ADVISERS	0.2%	730.87K	45.83M	74.16K	+11.29%
Sep 30, 2025	GOLDMAN SACHS GROUP INC	0.33%	1.2M	75.2M	-996.3K	-45.38%
Sep 30, 2025	FRONTIER CAPITAL MANAGEMENT CO LLC	0.61%	2.2M	138.18M	316.74K	+16.78%
Sep 30, 2025	AMERIPRISE FINANCIAL INC	0.73%	2.64M	165.52M	-129.73K	-4.68%
Sep 30, 2025	DIMENSIONAL FUND ADVISORS LP	0.82%	2.95M	185.27M	-23.39K	-0.79%
Sep 30, 2025	LEGAL & GENERAL GROUP PLC	0.86%	3.08M	193.34M	-283.38K	-8.42%
Sep 30, 2025	NUVEEN, LLC	0.23%	828.85K	51.97M	420.72K	+103.09%
Sep 30, 2025	UBS GROUP AG	1.12%	4.04M	253.14M	407.49K	+11.23%
Sep 30, 2025	ARIEL INVESTMENTS, LLC	1.17%	4.23M	265.43M	-472.16K	-10.03%
Sep 30, 2025	GEODE CAPITAL MANAGEMENT, LLC	1.37%	4.92M	307.74M	635.85K	+14.84%
Sep 30, 2025	ALKEON CAPITAL MANAGEMENT LLC	1.65%	5.94M	372.52M	0	0
Sep 30, 2025	MASSACHUSETTS FINANCIAL SERVICES CO /MA/	2.11%	7.62M	477.65M	479.22K	+6.71%
Sep 30, 2025	WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC	2.43%	8.75M	548.56M	-1.2M	-12.07%
Sep 30, 2025	ROCKEFELLER CAPITAL MANAGEMENT L.P.	0.13%	483.7K	30.33M	-3.55K	-0.73%
Sep 30, 2025	MANUFACTURERS LIFE INSURANCE COMPANY, THE	0.14%	510.11K	31.98M	230.3K	+82.31%
Sep 30, 2025	SUMITOMO MITSUI TRUST HOLDINGS, INC.	0.15%	534.58K	33.52M	11.2K	+2.14%
Sep 30, 2025	ASSETMARK, INC	0.16%	559.29K	35.07M	35.54K	+6.79%
Sep 30, 2025	PRINCIPAL FINANCIAL GROUP INC	0.16%	578.42K	36.27M	93.29K	+19.23%
Sep 30, 2025	POLARIS CAPITAL MANAGEMENT, LLC	0.16%	578.6K	36.28M	-49.1K	-7.82%
Sep 30, 2025	BOSTON PARTNERS	1.71%	6.17M	386.83M	-621.42K	-9.15%
Sep 30, 2025	STATE STREET CORP	2.76%	9.94M	623.37M	1.72M	+20.93%
Sep 30, 2025	MORGAN STANLEY	2.8%	10.11M	633.63M	969.95K	+10.62%
Sep 30, 2025	HARRIS ASSOCIATES L P	3.03%	10.93M	685.19M	-387.83K	-3.43%
Sep 30, 2025	CAPITAL WORLD INVESTORS	5.54%	19.98M	1.25B	17.4K	+0.09%
Sep 30, 2025	VANGUARD GROUP INC	7.06%	25.43M	1.59B	714.43K	+2.89%
Sep 30, 2025	MILLENNIUM MANAGEMENT LLC	0.24%	860.3K	53.94M	594.7K	+223.91%
Sep 30, 2025	JANE STREET GROUP, LLC	0.23%	844.6K	52.96M	-154.2K	-15.44%
Sep 30, 2025	BARCLAYS PLC	0.26%	924.78K	57.98M	257.71K	+38.63%
Sep 30, 2025	FMR LLC	0.31%	1.12M	69.95M	-246.4K	-18.09%
Sep 30, 2025	DAVIS ASSET MANAGEMENT, L.P.	0.28%	1M	62.7M	-500K	-33.33%
Sep 30, 2025	RUSSELL INVESTMENTS GROUP, LTD.	0.29%	1.04M	65.26M	616	+0.06%
Sep 30, 2025	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	0.29%	1.05M	65.73M	-426.24K	-28.91%
Sep 30, 2025	AZORA CAPITAL LP	0.3%	1.08M	67.47M	477.03K	+79.63%
Sep 30, 2025	JPMORGAN CHASE & CO	0.31%	1.13M	70.91M	72.15K	+6.82%
Sep 30, 2025	BALYASNY ASSET MANAGEMENT L.P.	0.33%	1.21M	75.61M	1.21M	+100.00%
Sep 30, 2025	CAPITAL INTERNATIONAL INVESTORS	0.47%	1.71M	106.94M	-370.26K	-17.84%
Sep 30, 2025	ROYAL BANK OF CANADA	0.63%	2.27M	142.27M	-1.04M	-31.53%
Sep 30, 2025	BANK OF NEW YORK MELLON CORP	0.64%	2.32M	145.46M	55.28K	+2.44%
Sep 30, 2025	MARKEL GROUP INC.	0.37%	1.33M	83.2M	0	0
Sep 30, 2025	NORTHERN TRUST CORP	0.71%	2.57M	161.12M	266.08K	+11.55%
Jun 30, 2025	HOLOCENE ADVISORS, LP	0.18%	665.88K	34.23M	200.8K	+43.18%
Jun 30, 2025	FRANKLIN STREET ADVISORS INC /NC	0.18%	666.36K	34.25M	-25.81K	-3.73%
Jun 30, 2025	AMERIPRISE FINANCIAL INC	0.77%	2.77M	142.36M	46.89K	+1.72%
Jun 30, 2025	DIMENSIONAL FUND ADVISORS LP	0.83%	2.98M	153.02M	611.88K	+25.87%
Jun 30, 2025	ALKEON CAPITAL MANAGEMENT LLC	1.65%	5.94M	305.38M	700K	+13.36%
Jun 30, 2025	MASSACHUSETTS FINANCIAL SERVICES CO /MA/	1.98%	7.14M	366.94M	311.3K	+4.56%
Jun 30, 2025	STATE STREET CORP	2.28%	8.22M	422.59M	378.46K	+4.83%
Jun 30, 2025	WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC	2.76%	9.95M	511.4M	-2.22M	-18.26%
Jun 30, 2025	HARRIS ASSOCIATES L P	3.14%	11.32M	581.64M	2.53M	+28.78%
Jun 30, 2025	DNB ASSET MANAGEMENT AS	0.08%	305.43K	15.7M	-18K	-5.56%
Jun 30, 2025	NORGES BANK	0.81%	2.92M	150.12M	2.92M	+100.00%
Jun 30, 2025	LEGAL & GENERAL GROUP PLC	0.93%	3.37M	173.06M	248.11K	+7.96%
Jun 30, 2025	UBS GROUP AG	1.01%	3.63M	186.57M	-1.14M	-23.90%
Jun 30, 2025	AEGON ASSET MANAGEMENT UK PLC	0.09%	309.86K	15.92M	88.45K	+39.95%
Jun 30, 2025	BLACKROCK, INC.	8.72%	31.44M	1.62B	2.18M	+7.45%
Jun 30, 2025	ALLEN MOONEY & BARNES INVESTMENT ADVISORS LLC	0.09%	314.43K	16.16M	8.07K	+2.64%
Jun 30, 2025	MITSUBISHI UFJ KOKUSAI ASSET MANAGEMENT CO., LTD.	0.06%	208.13K	10.7M	31.28K	+17.69%
Jun 30, 2025	SIT INVESTMENT ASSOCIATES INC	0.06%	207.24K	10.65M	-10	0.00%
Jun 30, 2025	CHANNING CAPITAL MANAGEMENT, LLC	0.06%	203.37K	10.45M	26.96K	+15.28%
Jun 30, 2025	NATIONAL BANK OF CANADA /FI/	0.06%	198.5K	10.2M	8.71K	+4.59%
Jun 30, 2025	WESBANCO BANK INC	0.05%	183.51K	9.43M	5.62K	+3.16%
Jun 30, 2025	VAN ECK ASSOCIATES CORP	0.05%	179.57K	9.23M	17.21K	+10.60%
Jun 30, 2025	JEFFERIES FINANCIAL GROUP INC.	0.05%	175K	9M	175K	+100.00%
Jun 30, 2025	GATOR CAPITAL MANAGEMENT, LLC	0.04%	161.54K	8.3M	-600	-0.37%
Jun 30, 2025	SKANDINAVISKA ENSKILDA BANKEN AB (PUBL)	0.04%	160K	8.22M	1.51K	+0.95%
Jun 30, 2025	VANGUARD GROUP INC	6.86%	24.72M	1.27B	426.64K	+1.76%
Jun 30, 2025	CAPITAL WORLD INVESTORS	5.54%	19.96M	1.03B	2.24M	+12.64%
Jun 30, 2025	NORTHERN TRUST CORP	0.64%	2.3M	118.41M	108.4K	+4.94%
Jun 30, 2025	BANK OF NEW YORK MELLON CORP	0.63%	2.26M	116.4M	-11.99K	-0.53%
Jun 30, 2025	GOLDMAN SACHS GROUP INC	0.61%	2.2M	112.85B	1.05M	+91.76%
Jun 30, 2025	MILLENNIUM MANAGEMENT LLC	0.55%	1.99M	102.38M	-4.9M	-71.10%
Jun 30, 2025	AZORA CAPITAL LP	0.17%	599.05K	30.79M	599.05K	+100.00%
Jun 30, 2025	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.15%	551.1K	28.33M	76.5K	+16.12%
Jun 30, 2025	ALYESKA INVESTMENT GROUP, L.P.	0.15%	549.33K	28.24M	549.33K	+100.00%
Jun 30, 2025	MORGAN STANLEY	2.53%	9.14M	469.58B	-825.95K	-8.29%
Jun 30, 2025	ROYAL BANK OF CANADA	0.92%	3.31M	170.32M	2.99M	+915.78%
Jun 30, 2025	BEUTEL, GOODMAN & CO LTD.	0.77%	2.77M	142.46M	-81.57K	-2.86%
Jun 30, 2025	CAPITAL INTERNATIONAL INVESTORS	0.58%	2.08M	106.69M	15.99K	+0.78%
Jun 30, 2025	FRONTIER CAPITAL MANAGEMENT CO LLC	0.52%	1.89M	97M	-746.76K	-28.35%
Jun 30, 2025	BOSTON PARTNERS	1.88%	6.79M	349.23M	-132.53K	-1.91%
Jun 30, 2025	BROWN ADVISORY INC	0.07%	259.85K	13.36M	-43.95K	-14.47%
Jun 30, 2025	KOREA INVESTMENT CORP	0.06%	221.2K	11.37M	79.03K	+55.59%
Jun 30, 2025	LAZARD ASSET MANAGEMENT LLC	0.06%	218.68K	11.24M	-3.56K	-1.60%
Jun 30, 2025	DAVIS ASSET MANAGEMENT, L.P.	0.42%	1.5M	77.1M	0	0
Jun 30, 2025	CSM ADVISORS, LLC	0.07%	266.73K	13.71M	18.87K	+7.61%
Jun 30, 2025	RETIREMENT SYSTEMS OF ALABAMA	0.07%	260.42K	13.39M	3.57K	+1.39%
Jun 30, 2025	ASSETMARK, INC	0.15%	523.75K	26.92M	73.1K	+16.22%
Jun 30, 2025	SUMITOMO MITSUI TRUST HOLDINGS, INC.	0.15%	523.38K	26.9M	34.33K	+7.02%
Jun 30, 2025	DEPRINCE RACE & ZOLLO INC	0.14%	505.54K	25.98M	44.65K	+9.69%
Jun 30, 2025	WEISS ASSET MANAGEMENT LP	0.14%	495.2K	25.45M	495.2K	+100.00%
Jun 30, 2025	ROCKEFELLER CAPITAL MANAGEMENT L.P.	0.14%	487.24K	25.04M	3.16K	+0.65%
Jun 30, 2025	SIRIOS CAPITAL MANAGEMENT L P	0.13%	460.69K	23.68M	-6.77K	-1.45%
Jun 30, 2025	WALLEYE CAPITAL LLC	0.12%	420.53K	21.62M	420.53K	+100.00%
Jun 30, 2025		0.11%	387.19K	19.91M	387.19K	+100.00%
Jun 30, 2025	ALLIANCEBERNSTEIN L.P.	0.11%	407.51K	20.95B	40.29K	+10.97%
Jun 30, 2025	ALGEBRIS (UK) LTD	0.11%	392.87K	20.16M	-89.15K	-18.50%
Jun 30, 2025	ASSENAGON ASSET MANAGEMENT S.A.	0.11%	386.34K	19.86M	140	+0.04%
Jun 30, 2025	CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM	0.1%	372.52K	19.15B	74.54K	+25.01%
Jun 30, 2025	NATIXIS ADVISORS, L.P.	0.1%	369.57K	19M	229.59K	+164.01%
Jun 30, 2025	PRANA CAPITAL MANAGEMENT, LP	0.09%	338K	17.37M	338K	+100.00%
Jun 30, 2025	CASTLEKNIGHT MANAGEMENT LP	0.09%	327.08K	16.81M	234.58K	+253.60%
Jun 30, 2025	SARGENT INVESTMENT GROUP, LLC	0.09%	320.04K	20.13M	19.99K	+6.66%
Jun 30, 2025	GEODE CAPITAL MANAGEMENT, LLC	1.19%	4.28M	219.58M	228.48K	+5.63%
Jun 30, 2025	T. ROWE PRICE INVESTMENT MANAGEMENT, INC.	0.09%	306.9K	15.78M	306.9K	+100.00%
Jun 30, 2025	RAYMOND JAMES FINANCIAL INC	0.19%	692.38K	35.59M	-799.14K	-53.58%
Jun 30, 2025	BARCLAYS PLC	0.19%	667.07K	34.29M	215.73K	+47.80%
Jun 30, 2025	LGT CAPITAL PARTNERS LTD.	0.21%	764K	39.27M	-53K	-6.49%
Jun 30, 2025	INVESCO LTD.	0.22%	798.02K	41.02M	55.08K	+7.41%
Jun 30, 2025	PRIVATE MANAGEMENT GROUP INC	0.26%	940.87K	48.36M	58.41K	+6.62%
Jun 30, 2025	JANE STREET GROUP, LLC	0.28%	998.8K	51.34M	195.1K	+24.28%
Jun 30, 2025	RUSSELL INVESTMENTS GROUP, LTD.	0.29%	1.04M	53.44M	13.47K	+1.31%
Jun 30, 2025	JPMORGAN CHASE & CO	0.29%	1.06M	54.42M	12.14K	+1.16%
Jun 30, 2025	MARKEL GROUP INC.	0.37%	1.33M	68.21M	0	0
Jun 30, 2025	GILLSON CAPITAL LP	0.15%	544.21K	27.97M	544.21K	+100.00%
Jun 30, 2025	ARGENT CAPITAL MANAGEMENT LLC	0.17%	625.79K	32.17M	-61.87K	-9.00%
Jun 30, 2025	POLARIS CAPITAL MANAGEMENT, LLC	0.17%	627.7K	32.26M	-26.2K	-4.01%
Jun 30, 2025	FMR LLC	0.38%	1.36M	70.01M	-1.22M	-47.30%
Jun 30, 2025	VERITION FUND MANAGEMENT LLC	0.38%	1.37M	70.39M	1.36M	+13,878.93%
Jun 30, 2025	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	0.41%	1.47M	75.79M	47.39K	+3.32%
Jun 30, 2025	BAMCO INC /NY/	0.41%	1.49M	76.73M	-94.27K	-5.94%
Jun 30, 2025	UBS ASSET MANAGEMENT AMERICAS INC	0.44%	1.57M	80.76M	-33.42K	-2.08%
Jun 30, 2025	AMUNDI	0.08%	291.22K	15.86M	-1.15M	-79.83%
Jun 30, 2025	BANK OF AMERICA CORP /DE/	0.52%	1.87M	96.15M	355.94K	+23.50%
Jun 30, 2025	ARIEL INVESTMENTS, LLC	1.31%	4.71M	241.86M	-133.67K	-2.76%
Jun 30, 2025	ENVESTNET ASSET MANAGEMENT INC	0.18%	633.14K	32.54M	75.56K	+13.55%
Jun 30, 2025	RHUMBLINE ADVISERS	0.18%	656.71K	33.75M	52.81K	+8.75%
Mar 31, 2025	ALKEON CAPITAL MANAGEMENT LLC	1.46%	5.24M	228.47M	-3.14K	-0.06%
Mar 31, 2025	BOSTON PARTNERS	1.93%	6.92M	301.69M	-178.02K	-2.51%
Mar 31, 2025	VULCAN VALUE PARTNERS, LLC	1.44%	5.18M	225.91M	-153.16K	-2.87%
Mar 31, 2025	DIMENSIONAL FUND ADVISORS LP	0.66%	2.37M	103.1M	104.87K	+4.64%
Mar 31, 2025	ENVESTNET ASSET MANAGEMENT INC	0.16%	557.58K	24.3M	70.16K	+14.39%
Mar 31, 2025	SUMITOMO MITSUI TRUST HOLDINGS, INC.	0.14%	489.06K	21.32M	-20.48K	-4.02%
Mar 31, 2025	CAPITAL INTERNATIONAL INVESTORS	0.57%	2.06M	89.79M	6.32K	+0.31%
Mar 31, 2025	ARGENT CAPITAL MANAGEMENT LLC	0.19%	687.65K	29.97M	-1.31M	-65.53%
Mar 31, 2025	AMERIPRISE FINANCIAL INC	0.76%	2.72M	118.68M	485.49K	+21.70%
Mar 31, 2025	CITADEL ADVISORS LLC	0.22%	804.37K	35.06M	99.83K	+14.17%
Mar 31, 2025	INVESCO LTD.	0.21%	742.93K	32.38M	92.2K	+14.17%
Mar 31, 2025	RHUMBLINE ADVISERS	0.17%	603.9K	26.32M	-1.95K	-0.32%
Mar 31, 2025	PRINCIPAL FINANCIAL GROUP INC	0.14%	485.84K	21.18M	1.67K	+0.35%
Mar 31, 2025	ROCKEFELLER CAPITAL MANAGEMENT L.P.	0.13%	484.09K	21.1M	-9.27K	-1.88%
Mar 31, 2025	DAVIS ASSET MANAGEMENT, L.P.	0.42%	1.5M	65.39M	0	0
Mar 31, 2025	MORGAN STANLEY	2.77%	9.96M	434.23M	-1.38M	-12.19%
Mar 31, 2025	HARRIS ASSOCIATES L P	2.44%	8.79M	383.03M	5.6M	+175.74%
Mar 31, 2025	VANGUARD GROUP INC	6.76%	24.29M	1.06B	1.13M	+4.89%
Mar 31, 2025	WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC	3.39%	12.17M	530.55M	-1.08M	-8.14%
Mar 31, 2025	RUSSELL INVESTMENTS GROUP, LTD.	0.29%	1.03M	44.73M	-65.69K	-6.02%
Mar 31, 2025	LGT CAPITAL PARTNERS LTD.	0.23%	817K	35.61M	76K	+10.26%
Mar 31, 2025	JANE STREET GROUP, LLC	0.22%	803.7K	35.03M	298.4K	+59.05%
Mar 31, 2025	UBS GROUP AG	1.33%	4.77M	207.92M	1.57M	+48.99%
Mar 31, 2025	BEUTEL, GOODMAN & CO LTD.	0.79%	2.85M	124.37M	12.13K	+0.43%
Mar 31, 2025	MARKEL GROUP INC.	0.37%	1.33M	57.84M	0	0
Mar 31, 2025	GOLDMAN SACHS GROUP INC	0.32%	1.14M	49.91M	332.53K	+40.93%
Mar 31, 2025	JPMORGAN CHASE & CO	0.29%	1.05M	45.62M	67.17K	+6.86%
Mar 31, 2025	PRIVATE MANAGEMENT GROUP INC	0.25%	882.46K	38.47M	184.51K	+26.44%
Mar 31, 2025	FRANKLIN STREET ADVISORS INC /NC	0.19%	692.17K	30.17M	342.19K	+97.77%
Mar 31, 2025	POLARIS CAPITAL MANAGEMENT, LLC	0.18%	653.9K	28.5M	-91.1K	-12.23%
Mar 31, 2025	STATE STREET CORP	2.18%	7.84M	341.88M	57.5K	+0.74%
Mar 31, 2025	BANK OF NEW YORK MELLON CORP	0.63%	2.28M	99.24M	-73.57K	-3.13%
Mar 31, 2025	UBS ASSET MANAGEMENT AMERICAS INC	0.45%	1.6M	69.94M	441.28K	+37.93%
Mar 31, 2025	BAMCO INC /NY/	0.44%	1.59M	69.18M	-280.2K	-15.01%
Mar 31, 2025	BANK OF AMERICA CORP /DE/	0.42%	1.51M	66.03M	750.33K	+98.16%
Mar 31, 2025	RAYMOND JAMES FINANCIAL INC	0.41%	1.49M	65.02M	-167.89K	-10.12%
Mar 31, 2025	AMUNDI	0.4%	1.44M	55.9M	-920.08K	-38.92%
Mar 31, 2025	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	0.4%	1.43M	62.21M	20.97K	+1.49%
Mar 31, 2025	ALGEBRIS (UK) LTD	0.13%	482.02K	19.45M	228.67K	+90.25%
Mar 31, 2025	CAPITAL WORLD INVESTORS	4.93%	17.72M	772.34M	-2.06M	-10.42%
Mar 31, 2025	NORTHERN TRUST CORP	0.61%	2.2M	95.69M	-9.93K	-0.45%
Mar 31, 2025	BLACKROCK, INC.	8.14%	29.26M	1.28B	5.25M	+21.85%
Mar 31, 2025	ARIEL INVESTMENTS, LLC	1.35%	4.84M	210.94M	-71.52K	-1.46%
Mar 31, 2025	GEODE CAPITAL MANAGEMENT, LLC	1.13%	4.06M	176.41M	167.89K	+4.32%
Mar 31, 2025	LEGAL & GENERAL GROUP PLC	0.87%	3.12M	135.95M	-238.04K	-7.09%
Mar 31, 2025	FMR LLC	0.72%	2.58M	112.67M	28.35K	+1.11%
Mar 31, 2025	FRONTIER CAPITAL MANAGEMENT CO LLC	0.73%	2.63M	114.81M	177.95K	+7.25%
Mar 31, 2025	MILLENNIUM MANAGEMENT LLC	0.34%	1.22M	53.04M	1.21M	+14,559.04%
Mar 31, 2025	CITIGROUP INC	0.17%	623.44K	27.18M	516.76K	+484.41%
Mar 31, 2025	MASSACHUSETTS FINANCIAL SERVICES CO /MA/	1.9%	6.83M	297.61M	476.13K	+7.50%
Mar 31, 2024	CAPITAL INTERNATIONAL INVESTORS	0.84%	3.04M	142.51M	3.04M	+100.00%
Mar 31, 2024	GOLDMAN SACHS GROUP INC	0.22%	796.21K	37.35M	-1.8M	-69.30%
Mar 31, 2024	POINT72 ASSET MANAGEMENT, L.P.	0.23%	813.48K	38.16M	813.48K	+100.00%
Mar 31, 2024	BROWN ADVISORY INC	0.35%	1.26M	59.04M	-15.63K	-1.23%
Mar 31, 2024	MARKEL GROUP INC.	0.37%	1.33M	62.25M	0	0
Mar 31, 2024	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	0.39%	1.41M	65.98M	16.93K	+1.22%
Mar 31, 2024	DAVIS ASSET MANAGEMENT, L.P.	0.42%	1.5M	70.37M	0	0
Mar 31, 2024	THRIVENT FINANCIAL FOR LUTHERANS	0.46%	1.66M	77.66M	-50.14K	-2.94%
Mar 31, 2024	EAGLE ASSET MANAGEMENT INC	0.49%	1.78M	82.49M	1.78M	+100.00%
Mar 31, 2024	NORTHERN TRUST CORP	0.5%	1.81M	84.72M	-126.67K	-6.55%
Mar 31, 2024	BLACKROCK INC.	6.48%	23.37M	1.1B	-7.79M	-24.99%
Mar 31, 2024	POLARIS CAPITAL MANAGEMENT, LLC	0.22%	797.2K	37.4M	137.4K	+20.82%
Mar 31, 2024	VANGUARD GROUP INC	6.47%	23.33M	1.09B	-1.54M	-6.20%
Mar 31, 2024	PRIVATE MANAGEMENT GROUP INC	0.17%	606.66K	28.46M	-18.15K	-2.90%
Mar 31, 2024	INVESCO LTD.	0.17%	608.1K	28.53M	-229.48K	-27.40%
Mar 31, 2024	RHUMBLINE ADVISERS	0.17%	621.66K	29.16M	4.64K	+0.75%
Mar 31, 2024	DEPRINCE RACE & ZOLLO INC	0.18%	632.46K	29.67M	-244.93K	-27.92%
Mar 31, 2024	RUSSELL INVESTMENTS GROUP, LTD.	0.18%	654.08K	30.68M	39.95K	+6.50%
Mar 31, 2024	UBS ASSET MANAGEMENT AMERICAS INC	0.19%	671.58K	31.5M	-2.94K	-0.44%
Mar 31, 2024	CREDIT SUISSE AG/	0.19%	682.53K	32.02M	14.12K	+2.11%
Mar 31, 2024	CAISSE DE DEPOT ET PLACEMENT DU QUEBEC	0.2%	708.66K	33.24M	708.66K	+100.00%
Mar 31, 2024	ROCKEFELLER CAPITAL MANAGEMENT L.P.	0.21%	762.72K	35.78M	-40.16K	-5.00%
Mar 31, 2024	BAMCO INC /NY/	0.54%	1.94M	91.21M	-3K	-0.15%
Mar 31, 2024	FRONTIER CAPITAL MANAGEMENT CO LLC	0.56%	2.01M	94.5M	1.19M	+145.48%
Mar 31, 2024	ARGENT CAPITAL MANAGEMENT LLC	0.58%	2.08M	97.8M	69.1K	+3.43%
Mar 31, 2024	DIMENSIONAL FUND ADVISORS LP	0.59%	2.13M	99.87M	-239.05K	-10.09%
Mar 31, 2024	BOSTON PARTNERS	0.64%	2.33M	109.12M	2.33M	+100.00%
Mar 31, 2024	BANK OF NEW YORK MELLON CORP	0.74%	2.67M	125.35M	-56.83K	-2.08%
Mar 31, 2024	AMERIPRISE FINANCIAL INC	0.85%	3.06M	143.44M	-213.38K	-6.52%
Mar 31, 2024	GEODE CAPITAL MANAGEMENT, LLC	1.05%	3.78M	177.12M	157.85K	+4.36%
Mar 31, 2024	LEGAL & GENERAL GROUP PLC	1.16%	4.18M	195.97M	40.8K	+0.99%
Mar 31, 2024	VULCAN VALUE PARTNERS, LLC	2.16%	7.79M	365.4M	-642.6K	-7.62%
Mar 31, 2024	STATE STREET CORP	2.24%	8.07M	378.66M	165.81K	+2.10%
Mar 31, 2024	MORGAN STANLEY	3.67%	13.25M	621.56M	1.37M	+11.57%
Mar 31, 2024	RAYMOND JAMES & ASSOCIATES	0.14%	517.28K	24.27M	75.65K	+17.13%
Mar 31, 2024	NUVEEN ASSET MANAGEMENT, LLC	0.15%	541.55K	25.4M	-35.11K	-6.09%
Mar 31, 2024	MANUFACTURERS LIFE INSURANCE COMPANY, THE	0.16%	563.29K	26.42M	-2.52K	-0.45%
Mar 31, 2024	UBS GROUP AG	0.17%	604.01K	28.33M	28.99K	+5.04%
Mar 31, 2024	LGT CAPITAL PARTNERS LTD.	0.23%	822K	38.56M	-598.5K	-42.13%
Mar 31, 2024	BARCLAYS PLC	0.23%	822.87K	38.6M	-432.69K	-34.46%
Mar 31, 2024	BANK OF AMERICA CORP /DE/	0.23%	843.9K	39.59M	-553.26K	-39.60%
Mar 31, 2024	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.24%	873.6K	40.98M	218.4K	+33.33%
Mar 31, 2024	PRINCIPAL FINANCIAL GROUP INC	0.25%	907.11K	42.55M	112.68K	+14.18%
Mar 31, 2024	JPMORGAN CHASE & CO	0.32%	1.16M	54.61M	129.91K	+12.56%
Mar 31, 2024	FMR LLC	0.69%	2.49M	116.88M	395.27K	+18.86%
Mar 31, 2024	BEUTEL, GOODMAN & CO LTD.	1.2%	4.32M	202.5M	-2.91K	-0.07%
Mar 31, 2024	ARIEL INVESTMENTS, LLC	1.35%	4.88M	229.06M	-1.5M	-23.55%
Mar 31, 2024	ALKEON CAPITAL MANAGEMENT LLC	2.4%	8.65M	405.59M	750K	+9.50%
Mar 31, 2024	WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC	3.28%	11.82M	554.45M	721.61K	+6.50%
Mar 31, 2024	CAPITAL WORLD INVESTORS	5.56%	20.05M	940.69M	79.68K	+0.40%
Mar 31, 2024	AMERICAN INTERNATIONAL GROUP, INC.	0.08%	286.51K	13.44M	-5.86K	-2.00%
Mar 31, 2024	SARGENT INVESTMENT GROUP, LLC	0.08%	290.24K	13.61M	-19.22K	-6.21%
Mar 31, 2024	ALLIANCEBERNSTEIN L.P.	0.09%	313.43K	14.7M	232	+0.07%
Mar 31, 2024	CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM	0.1%	364.7K	17.11M	-3.76K	-1.02%
Mar 31, 2024	OPPENHEIMER & CO INC	0.11%	394.64K	18.51M	15.53K	+4.10%
Mar 31, 2024	ENVESTNET ASSET MANAGEMENT INC	0.11%	396.32K	18.59M	60.05K	+17.86%
Mar 31, 2024	NATIONAL BANK OF CANADA /FI/	0.11%	404.04K	17.17M	149.61K	+58.80%
Mar 31, 2024	WELLS FARGO & COMPANY/MN	0.12%	437.91K	20.54M	77.26K	+21.42%
Mar 31, 2024	PARTNERS GROUP HOLDING AG	0.12%	438K	20.55M	-60.05K	-12.06%
Mar 31, 2024	CANADA PENSION PLAN INVESTMENT BOARD	0.14%	500K	23.46M	500K	+100.00%
Mar 31, 2024	SPIDERROCK ADVISORS, LLC	0.14%	500.04K	22.51M	500.04K	+100.00%
Mar 31, 2024	SUMITOMO MITSUI TRUST HOLDINGS, INC.	0.14%	503.53K	23.62M	4.77K	+0.96%
Dec 31, 2023	GEODE CAPITAL MANAGEMENT, LLC	1%	3.62M	147.21M	221.13K	+6.50%
Dec 31, 2023	LEGAL & GENERAL GROUP PLC	1.15%	4.14M	168.33M	385.31K	+10.27%
Dec 31, 2023	BEUTEL, GOODMAN & CO LTD.	1.2%	4.32M	175.77M	-15.59K	-0.36%
Dec 31, 2023	ARIEL INVESTMENTS, LLC	1.77%	6.39M	259.9M	22.79K	+0.36%
Dec 31, 2023	ALKEON CAPITAL MANAGEMENT LLC	2.19%	7.9M	321.29M	-3.53M	-30.92%
Dec 31, 2023	STATE STREET CORP	2.19%	7.91M	321.71M	2.64M	+50.04%
Dec 31, 2023	MANUFACTURERS LIFE INSURANCE COMPANY, THE	0.16%	565.81K	23.02M	225.99K	+66.50%
Dec 31, 2023	UBS GROUP AG	0.16%	575.01K	23.4M	-60.24K	-9.48%
Dec 31, 2023	NUVEEN ASSET MANAGEMENT, LLC	0.16%	576.66K	23.46M	8.62K	+1.52%
Dec 31, 2023	CITADEL ADVISORS LLC	0.17%	606.5K	24.68M	355.7K	+141.83%
Dec 31, 2023	RUSSELL INVESTMENTS GROUP, LTD.	0.17%	614.13K	24.99M	49.99K	+8.86%
Dec 31, 2023	RHUMBLINE ADVISERS	0.17%	617.01K	25.11M	377.31K	+157.41%
Dec 31, 2023	PRIVATE MANAGEMENT GROUP INC	0.17%	624.81K	25.42M	-84.75K	-11.94%
Dec 31, 2023	WORLDQUANT MILLENNIUM ADVISORS LLC	0.18%	652.89K	26.57M	491.5K	+304.53%
Dec 31, 2023	POLARIS CAPITAL MANAGEMENT, LLC	0.18%	659.8K	26.85M	-13.6K	-2.02%
Dec 31, 2023	CREDIT SUISSE AG/	0.19%	668.4K	27.2M	-9.84K	-1.45%
Dec 31, 2023	VULCAN VALUE PARTNERS, LLC	2.34%	8.44M	343M	-1.38M	-14.04%
Dec 31, 2023	UBS ASSET MANAGEMENT AMERICAS INC	0.19%	674.52K	27.45M	40.41K	+6.37%
Dec 31, 2023	ALYESKA INVESTMENT GROUP, L.P.	0.19%	701.49K	28.54M	701.49K	+100.00%
Dec 31, 2023	PRICE T ROWE ASSOCIATES INC /MD/	0.21%	759.5K	30.91M	-1.66M	-68.59%
Dec 31, 2023	BALYASNY ASSET MANAGEMENT L.P.	0.22%	779.41K	31.71M	-463.82K	-37.31%
Dec 31, 2023	PRINCIPAL FINANCIAL GROUP INC	0.22%	794.44K	32.33M	777.86K	+4,692.99%
Dec 31, 2023	ROCKEFELLER CAPITAL MANAGEMENT L.P.	0.22%	802.88K	32.67M	-75.42K	-8.59%
Dec 31, 2023	HOLOCENE ADVISORS, LP	0.22%	802.96K	32.67M	539.01K	+204.21%
Dec 31, 2023	FRONTIER CAPITAL MANAGEMENT CO LLC	0.23%	820.62K	33.39M	578.14K	+238.44%
Dec 31, 2023	INVESCO LTD.	0.23%	837.58K	34.08M	277.47K	+49.54%
Dec 31, 2023	DEPRINCE RACE & ZOLLO INC	0.24%	877.39K	35.7M	-9.79K	-1.10%
Dec 31, 2023	JPMORGAN CHASE & CO	0.29%	1.03M	42.08M	353.35K	+51.90%
Dec 31, 2023	BARCLAYS PLC	0.35%	1.26M	51.09M	776.84K	+162.28%
Dec 31, 2023	BROWN ADVISORY INC	0.35%	1.27M	51.85M	-153.66K	-10.76%
Dec 31, 2023	MARKEL GROUP INC.	0.37%	1.33M	54M	0	0
Dec 31, 2023	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	0.39%	1.39M	56.55M	61.78K	+4.65%
Dec 31, 2023	BANK OF AMERICA CORP /DE/	0.39%	1.4M	56.85M	17.04K	+1.23%
Dec 31, 2023	LGT CAPITAL PARTNERS LTD.	0.39%	1.42M	57.8M	20.5K	+1.46%
Dec 31, 2023	DAVIS ASSET MANAGEMENT, L.P.	0.42%	1.5M	61.04M	0	0
Dec 31, 2023	THRIVENT FINANCIAL FOR LUTHERANS	0.47%	1.71M	69.4M	966.46K	+130.76%
Dec 31, 2023	NORTHERN TRUST CORP	0.54%	1.93M	78.64M	361.26K	+22.99%
Dec 31, 2023	BAMCO INC /NY/	0.54%	1.95M	79.24M	-68.93K	-3.42%
Dec 31, 2023	ARGENT CAPITAL MANAGEMENT LLC	0.56%	2.02M	82.02M	-39.23K	-1.91%
Dec 31, 2023	WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC	3.08%	11.1M	451.57M	2.22M	+25.01%
Dec 31, 2023	MORGAN STANLEY	3.29%	11.88M	483.21M	-6.15M	-34.12%
Dec 31, 2023	CAPITAL WORLD INVESTORS	5.54%	19.97M	812.71M	3.33K	+0.02%
Dec 31, 2023	VANGUARD GROUP INC	6.9%	24.88M	1.01B	1.76M	+7.60%
Dec 31, 2023	BLACKROCK INC.	8.64%	31.16M	1.27B	9.47M	+43.64%
Dec 31, 2023	FMR LLC	0.58%	2.1M	85.3M	-38.33K	-1.80%
Dec 31, 2023	DIMENSIONAL FUND ADVISORS LP	0.66%	2.37M	96.37M	84.08K	+3.68%
Dec 31, 2023	GOLDMAN SACHS GROUP INC	0.72%	2.59M	105.54M	1.71M	+194.20%
Dec 31, 2023	BANK OF NEW YORK MELLON CORP	0.76%	2.73M	111.04M	929.47K	+51.65%
Dec 31, 2023	NORGES BANK	0.89%	3.21M	130.77M	3.21M	+100.00%
Dec 31, 2023	AMERIPRISE FINANCIAL INC	0.91%	3.27M	133.1M	-324.44K	-9.02%

Insiders

Among the CG insiders holding of 25.38% of the stake in company, RUBENSTEIN DAVID M., director, holds the largest shares of 28M. SCHWARTZ HARVEY M, Chief Executive Officer, is the second largest CG insider with ownership of 6.77M shares. CARLYLE GROUP INC., 10 percent owner, stands third with possession of 6.48M shares of that stake.

Insiders	Designation	Shares Held
RUBENSTEIN DAVID M.	director	28M
SCHWARTZ HARVEY M	Chief Executive Officer	6.77M
CARLYLE GROUP INC.	10 percent owner	6.48M
CLARE PETER J	See remarks.	4.89M
CG SUBSIDIARY HOLDINGS L.L.C.	10 percent owner	4.79M
BUSER CURTIS L.	Chief Financial Officer	1.22M
FINN CHRISTOPHER	Chief Operating Officer	955.59K
FERGUSON JEFFREY W.	General Counsel	753.26K
LEE KEWSONG	Chief Executive Officer	717.77K
LARSON BRUCE M.	Chief Human Resources Officer	403.07K
ANDREWS CHARLES ELLIOTT JR.	Chief Accounting Officer	84.75K
ROBERTSON THOMAS S	director	21.93K
CARLYLE GROUP MANAGEMENT L.L.C.	10 percent owner	0
D'ANIELLO DANIEL A.	director	0

Buying/Selling by Insiders

Date	Insider	Type	Cost	Shares	Value ($)	Shares Total
Dec 10, 2025	RUBENSTEIN DAVID M.	SALE	56.55	625K	35.34M	28M
Aug 12, 2025	FERGUSON JEFFREY W.	SALE	64.82	28.48K	1.85M	753.26K
Aug 11, 2025	FERGUSON JEFFREY W.	SALE	62.37	97.39K	6.07M	955.86K
Feb 19, 2025	FERGUSON JEFFREY W.	SALE	52.96	147.66K	7.82M	1.1M
Feb 18, 2025	FERGUSON JEFFREY W.	SALE	53.20	102.34K	5.44M	1.24M
Nov 12, 2024	D'ANIELLO DANIEL A.	SALE	52.69	61.31K	3.23M	0
Dec 15, 2023	SCHWARTZ HARVEY M	SALE	41.74	295.36K	12.33M	6.77M
Sep 12, 2023	CG SUBSIDIARY HOLDINGS L.L.C.	PURCHASE	8.52	1.27M	10.82M	4.79M
Aug 28, 2023	CG SUBSIDIARY HOLDINGS L.L.C.	PURCHASE	8.30	504.04K	4.18M	504.04K
Aug 02, 2023	FINN CHRISTOPHER	SALE	32.36	27.07K	875.89K	955.59K
Aug 02, 2023	ANDREWS CHARLES ELLIOTT JR.	SALE	32.36	6.67K	215.81K	84.75K
Aug 02, 2023	FERGUSON JEFFREY W.	SALE	32.36	11.94K	386.35K	1.18M
Aug 02, 2023	LARSON BRUCE M.	SALE	32.36	13.41K	434.04K	403.07K
Aug 02, 2023	BUSER CURTIS L.	SALE	32.36	25.83K	835.79K	1.22M
May 08, 2023	CARLYLE GROUP INC.	SALE	86.13	2M	172.25M	6.48M
Feb 07, 2023	FINN CHRISTOPHER	SALE	36.10	20.76K	749.29K	982.65K
Feb 07, 2023	BUSER CURTIS L.	SALE	36.10	19.4K	700.38K	1.25M
Feb 07, 2023	LARSON BRUCE M.	SALE	36.10	19.48K	703.08K	416.48K
Feb 07, 2023	FERGUSON JEFFREY W.	SALE	36.10	12.05K	435.11K	1.19M
Feb 01, 2023	LARSON BRUCE M.	SALE	36.36	10.47K	380.58K	393.37K
Feb 01, 2023	FERGUSON JEFFREY W.	SALE	36.36	6.91K	251.17K	1.18M
Feb 01, 2023	BUSER CURTIS L.	SALE	36.36	10.4K	377.96K	1.22M
Feb 01, 2023	FINN CHRISTOPHER	SALE	36.36	11.1K	403.45K	960.83K
Jan 27, 2023	CARLYLE GROUP INC.	PURCHASE	1.50	3.13M	4.7M	8.76M
Aug 01, 2022	LARSON BRUCE M.	SALE	37.85	8.74K	330.92K	189.71K
Aug 01, 2022	FERGUSON JEFFREY W.	SALE	37.85	9.07K	343.3K	1.03M
Aug 01, 2022	FINN CHRISTOPHER	SALE	37.85	34.05K	1.29M	831.95K
Aug 01, 2022	BUSER CURTIS L.	SALE	37.85	38.89K	1.47M	1.09M
Aug 01, 2022	ANDREWS CHARLES ELLIOTT JR.	SALE	37.85	4.7K	177.82K	35.8K
Jun 06, 2022	RUBENSTEIN DAVID M.	SALE	38.67	2M	77.34M	29.25M
Feb 15, 2022	CARLYLE GROUP INC.	SALE	57.56	177.36K	10.21M	43.71M
Feb 14, 2022	CARLYLE GROUP INC.	SALE	57.30	22.58K	1.29M	43.89M
Feb 11, 2022	CARLYLE GROUP INC.	SALE	57.51	33.06K	1.9M	43.94M
Feb 10, 2022	CARLYLE GROUP INC.	SALE	57.37	108.38K	6.22M	44.13M
Feb 08, 2022	FINN CHRISTOPHER	SALE	48.90	76.9K	3.76M	866K
Feb 08, 2022	FERGUSON JEFFREY W.	SALE	48.90	33.33K	1.63M	1.04M
Feb 08, 2022	LARSON BRUCE M.	SALE	48.90	10.74K	525.33K	198.46K
Feb 08, 2022	BUSER CURTIS L.	SALE	48.90	71.8K	3.51M	1.13M
Feb 08, 2022	LEE KEWSONG	SALE	48.90	359.32K	17.57M	717.77K
Feb 01, 2022	LEE KEWSONG	SALE	52.25	124.88K	6.52M	391.48K
Feb 01, 2022	FINN CHRISTOPHER	SALE	52.25	10.96K	572.45K	787.82K
Feb 01, 2022	FERGUSON JEFFREY W.	SALE	52.25	6.82K	356.35K	999.15K
Feb 01, 2022	LARSON BRUCE M.	SALE	52.25	10.23K	534.52K	186K
Feb 01, 2022	BUSER CURTIS L.	SALE	52.25	10.23K	534.52K	1.05M
Jan 12, 2022	CARLYLE GROUP INC.	SALE	57.51	14.06K	808.76K	44.25M
Jan 05, 2022	CARLYLE GROUP INC.	SALE	57.15	16.24K	928.16K	44.26M
Dec 06, 2021	CARLYLE GROUP INC.	SALE	57.56	30K	1.73M	44.96M
Dec 03, 2021	CARLYLE GROUP INC.	SALE	57.21	212.79K	12.17M	45.1M
Dec 02, 2021	CARLYLE GROUP INC.	SALE	59.78	53.45K	3.2M	45.73M
Dec 01, 2021	CARLYLE GROUP INC.	SALE	59.13	98.71K	5.84M	46.31M
Nov 30, 2021	CARLYLE GROUP INC.	SALE	63.11	238.86K	15.07M	46.96M
Nov 29, 2021	CARLYLE GROUP INC.	SALE	70.01	314.97K	22.05M	47.27M
Nov 26, 2021	CARLYLE GROUP INC.	SALE	69.83	55.03K	3.84M	47.78M
Nov 24, 2021	CARLYLE GROUP INC.	SALE	66.68	16.61K	1.11M	48.15M
Nov 23, 2021	CARLYLE GROUP INC.	SALE	66.96	291.02K	19.49M	48.68M
Nov 22, 2021	CARLYLE GROUP INC.	SALE	73.00	30.89K	2.26M	49.37M
Nov 22, 2021	D'ANIELLO DANIEL A.	SALE	59.10	1.4K	82.74K	32.49M
Nov 09, 2021	RUBENSTEIN DAVID M.	SALE	58.00	2M	116M	31.25M
Nov 03, 2021	ROBERTSON THOMAS S	SALE	56.68	30K	1.7M	21.93K
Aug 26, 2021	D'ANIELLO DANIEL A.	SALE	47.10	5M	235.5M	34.5M
Aug 13, 2021	RUBENSTEIN DAVID M.	SALE	48.86	4.8K	234.53K	33.25M
Aug 11, 2021	RUBENSTEIN DAVID M.	SALE	46.46	2.1M	97.57M	35.15M
Aug 06, 2021	ANDREWS CHARLES ELLIOTT JR.	SALE	47.89	6K	287.34K	22.28K
Aug 05, 2021	D'ANIELLO DANIEL A.	SALE	46.80	5M	234M	38.99M
Aug 03, 2021	CARLYLE GROUP MANAGEMENT L.L.C.	SALE	62.09	200	12.42K	0
Aug 02, 2021	LARSON BRUCE M.	SALE	48.80	860	41.97K	164.36K
Aug 02, 2021	ANDREWS CHARLES ELLIOTT JR.	SALE	48.80	4.21K	205.45K	28.28K
Aug 02, 2021	FINN CHRISTOPHER	SALE	48.80	41.27K	2.01M	766.91K
Aug 02, 2021	FERGUSON JEFFREY W.	SALE	48.80	14.65K	715.07K	987.76K
Aug 02, 2021	LEE KEWSONG	SALE	48.80	16.5K	804.96K	516.36K
Aug 02, 2021	CLARE PETER J	SALE	48.80	15K	731.8K	4.89M
Aug 02, 2021	BUSER CURTIS L.	SALE	48.80	45.67K	2.23M	1.03M
Aug 02, 2021	CARLYLE GROUP MANAGEMENT L.L.C.	SALE	54.84	171.86K	9.43M	0
Jul 30, 2021	CARLYLE GROUP MANAGEMENT L.L.C.	SALE	53.68	9.64K	517.23K	0
Jul 29, 2021	CARLYLE GROUP MANAGEMENT L.L.C.	SALE	54.67	11.96K	653.58K	0
Jul 28, 2021	CARLYLE GROUP MANAGEMENT L.L.C.	SALE	54.90	50.67K	2.78M	0
Jul 27, 2021	CARLYLE GROUP MANAGEMENT L.L.C.	SALE	54.49	10.98K	598.01K	0
Jul 26, 2021	CARLYLE GROUP MANAGEMENT L.L.C.	SALE	54.61	8.95K	489K	0
Jul 23, 2021	CARLYLE GROUP MANAGEMENT L.L.C.	SALE	53.89	72.73K	3.92M	0
Jul 22, 2021	CARLYLE GROUP MANAGEMENT L.L.C.	SALE	53.45	35.46K	1.9M	0
Jul 21, 2021	CARLYLE GROUP MANAGEMENT L.L.C.	SALE	53.02	400	21.21K	0
Jul 20, 2021	CARLYLE GROUP MANAGEMENT L.L.C.	SALE	52.35	123.44K	6.46M	0
Jul 14, 2021	CARLYLE GROUP MANAGEMENT L.L.C.	SALE	53.11	3.48K	184.57K	0
Jul 13, 2021	CARLYLE GROUP MANAGEMENT L.L.C.	SALE	53.94	104.1K	5.62M	0
Jul 12, 2021	CARLYLE GROUP MANAGEMENT L.L.C.	SALE	53.15	9.01K	478.66K	0
Jul 09, 2021	CARLYLE GROUP MANAGEMENT L.L.C.	SALE	52.41	52.53K	2.75M	0
Jul 08, 2021	CARLYLE GROUP MANAGEMENT L.L.C.	SALE	52.09	12.84K	668.91K	0
Jul 07, 2021	CARLYLE GROUP MANAGEMENT L.L.C.	SALE	52.37	26.23K	1.37M	0
Jul 06, 2021	CARLYLE GROUP MANAGEMENT L.L.C.	SALE	53.59	45.8K	2.45M	0
Jul 02, 2021	CARLYLE GROUP MANAGEMENT L.L.C.	SALE	52.03	6.4K	333.04K	0
Jul 01, 2021	CARLYLE GROUP MANAGEMENT L.L.C.	SALE	52.07	1.42K	74.05K	0
Jun 30, 2021	CARLYLE GROUP MANAGEMENT L.L.C.	SALE	53.02	2.85K	151.1K	0
Jun 29, 2021	CARLYLE GROUP MANAGEMENT L.L.C.	SALE	53.46	52.47K	2.81M	0
Jun 28, 2021	CARLYLE GROUP MANAGEMENT L.L.C.	SALE	53.47	100.31K	5.36M	0
Jun 25, 2021	CARLYLE GROUP MANAGEMENT L.L.C.	SALE	52.67	17.55K	924.27K	56.95K
Jun 24, 2021	CARLYLE GROUP MANAGEMENT L.L.C.	SALE	53.60	118.51K	6.35M	14.13K

Insider Transaction Summary (6 Months)

SHARESTRANS

PURCHASE00

SALES625K1

NET SHARES-625K1

SHARES HELD28M1

% NET SHARES-102.23%0%

Frequently Asked Questions

Stock Outstanding Shares

ShortableYes

OptionableYes

Short Percent Of Outstanding Shares3.57

Short Percent Of Float4.83

Shares Outstanding361.70M

Shares Float264.81M

Shares Short12.89M

Short Ratio4.79

4.83%

Short % of Float

3.57%

Short % of Shares Outstanding

Market Insider

Investors cannot turn a blind eye to insiders as well as institutional ownership. They need to follow insider trades to determine the direction the stock is likely to take.

Major Holders Summary

25.38% Percentage of Shares held by All Insiders

64.11% Percentage of Shares held by All Institutions

85.91% Percentage of Float held by Institutions

801

Number of Institutions Holding Shares

Institutional Ownership

Date	Holder	% Stake	Shares Held	Total Value ($)	Shares	% Change in Portfolio
Sep 30, 2025	UBS ASSET MANAGEMENT AMERICAS INC	0.37%	1.35M	84.64M	-221.27K	-14.08%
Sep 30, 2025	BANK OF AMERICA CORP /DE/	0.54%	1.96M	122.8M	87.93K	+4.70%
Sep 30, 2025	SOL CAPITAL MANAGEMENT CO	0.05%	188.24K	11.8M	1.67K	+0.89%
Sep 30, 2025	SIT INVESTMENT ASSOCIATES INC	0.05%	192.42K	12.06M	-14.82K	-7.15%
Sep 30, 2025	OPPENHEIMER & CO INC	0.05%	196.24K	12.3M	-86.4K	-30.57%
Sep 30, 2025	NEW YORK STATE COMMON RETIREMENT FUND	0.06%	207.4K	13M	29K	+16.26%
Sep 30, 2025	MITSUBISHI UFJ KOKUSAI ASSET MANAGEMENT CO., LTD.	0.06%	208.13K	13.05M	0	0
Sep 30, 2025	BANK OF MONTREAL /CAN/	0.06%	211.66K	13.27M	56	+0.03%
Sep 30, 2025	BRANDYWINE GLOBAL INVESTMENT MANAGEMENT, LLC	0.06%	212.62K	13.33M	-280	-0.13%
Sep 30, 2025	ROYAL LONDON ASSET MANAGEMENT LTD	0.06%	216.52K	13.58M	109.06K	+101.48%
Sep 30, 2025	KOREA INVESTMENT CORP	0.06%	222.5K	13.95M	1.3K	+0.59%
Sep 30, 2025	GALVIN, GAUSTAD & STEIN, LLC	0.06%	233.05K	14.61M	82.09K	+54.38%
Sep 30, 2025	ALLEN MOONEY & BARNES INVESTMENT ADVISORS LLC	0.07%	247.19K	15.5M	-67.25K	-21.39%
Sep 30, 2025	FIRST TRUST ADVISORS LP	0.07%	261.63K	16.4M	-113.14K	-30.19%
Sep 30, 2025	DNB ASSET MANAGEMENT AS	0.07%	264.72K	16.6M	-40.72K	-13.33%
Sep 30, 2025	RETIREMENT SYSTEMS OF ALABAMA	0.09%	314.87K	19.74M	54.45K	+20.91%
Sep 30, 2025	DEUTSCHE BANK AG\	0.09%	332.93K	20.87M	40.67K	+13.92%
Sep 30, 2025	DEPRINCE RACE & ZOLLO INC	0.09%	333.56K	20.91M	-171.97K	-34.02%
Sep 30, 2025	AMERICAN CENTURY COMPANIES INC	0.1%	347.7K	21.8M	206.63K	+146.48%
Sep 30, 2025	AEGON ASSET MANAGEMENT UK PLC	0.1%	361.89K	22.68M	52.03K	+16.79%
Sep 30, 2025	WELLS FARGO & COMPANY/MN	0.11%	393.03K	24.64M	-11.16K	-2.76%
Sep 30, 2025	NATIXIS ADVISORS, L.P.	0.11%	399.86K	25.07M	30.29K	+8.20%
Sep 30, 2025	BLACKROCK, INC.	9.02%	32.5M	2.04B	1.06M	+3.37%
Sep 30, 2025	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.17%	622.9K	39.06M	106.3K	+20.58%
Sep 30, 2025	ENVESTNET ASSET MANAGEMENT INC	0.17%	623.56K	39.1M	-9.57K	-1.51%
Sep 30, 2025	ARGENT CAPITAL MANAGEMENT LLC	0.17%	624.93K	39.18M	-857	-0.14%
Sep 30, 2025	PRIVATE MANAGEMENT GROUP INC	0.19%	668.83K	41.94M	-272.04K	-28.91%
Sep 30, 2025	FRANKLIN STREET ADVISORS INC /NC	0.19%	672.82K	42.19M	6.45K	+0.97%
Sep 30, 2025	RAYMOND JAMES FINANCIAL INC	0.19%	678.02K	42.51M	-14.36K	-2.07%
Sep 30, 2025	LPL FINANCIAL LLC	0.23%	846.39K	53.07M	687.11K	+431.38%
Sep 30, 2025	INVESCO LTD.	0.2%	716.33K	44.91M	-81.69K	-10.24%
Sep 30, 2025	MOORE CAPITAL MANAGEMENT, LP	0.19%	670.08K	42.01M	670.08K	+100.00%
Sep 30, 2025	BEUTEL, GOODMAN & CO LTD.	0.73%	2.62M	164.41M	-149.42K	-5.39%
Sep 30, 2025	HOLOCENE ADVISORS, LP	0.2%	718.56K	45.05M	52.69K	+7.91%
Sep 30, 2025	RHUMBLINE ADVISERS	0.2%	730.87K	45.83M	74.16K	+11.29%
Sep 30, 2025	GOLDMAN SACHS GROUP INC	0.33%	1.2M	75.2M	-996.3K	-45.38%
Sep 30, 2025	FRONTIER CAPITAL MANAGEMENT CO LLC	0.61%	2.2M	138.18M	316.74K	+16.78%
Sep 30, 2025	AMERIPRISE FINANCIAL INC	0.73%	2.64M	165.52M	-129.73K	-4.68%
Sep 30, 2025	DIMENSIONAL FUND ADVISORS LP	0.82%	2.95M	185.27M	-23.39K	-0.79%
Sep 30, 2025	LEGAL & GENERAL GROUP PLC	0.86%	3.08M	193.34M	-283.38K	-8.42%
Sep 30, 2025	NUVEEN, LLC	0.23%	828.85K	51.97M	420.72K	+103.09%
Sep 30, 2025	UBS GROUP AG	1.12%	4.04M	253.14M	407.49K	+11.23%
Sep 30, 2025	ARIEL INVESTMENTS, LLC	1.17%	4.23M	265.43M	-472.16K	-10.03%
Sep 30, 2025	GEODE CAPITAL MANAGEMENT, LLC	1.37%	4.92M	307.74M	635.85K	+14.84%
Sep 30, 2025	ALKEON CAPITAL MANAGEMENT LLC	1.65%	5.94M	372.52M	0	0
Sep 30, 2025	MASSACHUSETTS FINANCIAL SERVICES CO /MA/	2.11%	7.62M	477.65M	479.22K	+6.71%
Sep 30, 2025	WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC	2.43%	8.75M	548.56M	-1.2M	-12.07%
Sep 30, 2025	ROCKEFELLER CAPITAL MANAGEMENT L.P.	0.13%	483.7K	30.33M	-3.55K	-0.73%
Sep 30, 2025	MANUFACTURERS LIFE INSURANCE COMPANY, THE	0.14%	510.11K	31.98M	230.3K	+82.31%
Sep 30, 2025	SUMITOMO MITSUI TRUST HOLDINGS, INC.	0.15%	534.58K	33.52M	11.2K	+2.14%
Sep 30, 2025	ASSETMARK, INC	0.16%	559.29K	35.07M	35.54K	+6.79%
Sep 30, 2025	PRINCIPAL FINANCIAL GROUP INC	0.16%	578.42K	36.27M	93.29K	+19.23%
Sep 30, 2025	POLARIS CAPITAL MANAGEMENT, LLC	0.16%	578.6K	36.28M	-49.1K	-7.82%
Sep 30, 2025	BOSTON PARTNERS	1.71%	6.17M	386.83M	-621.42K	-9.15%
Sep 30, 2025	STATE STREET CORP	2.76%	9.94M	623.37M	1.72M	+20.93%
Sep 30, 2025	MORGAN STANLEY	2.8%	10.11M	633.63M	969.95K	+10.62%
Sep 30, 2025	HARRIS ASSOCIATES L P	3.03%	10.93M	685.19M	-387.83K	-3.43%
Sep 30, 2025	CAPITAL WORLD INVESTORS	5.54%	19.98M	1.25B	17.4K	+0.09%
Sep 30, 2025	VANGUARD GROUP INC	7.06%	25.43M	1.59B	714.43K	+2.89%
Sep 30, 2025	MILLENNIUM MANAGEMENT LLC	0.24%	860.3K	53.94M	594.7K	+223.91%
Sep 30, 2025	JANE STREET GROUP, LLC	0.23%	844.6K	52.96M	-154.2K	-15.44%
Sep 30, 2025	BARCLAYS PLC	0.26%	924.78K	57.98M	257.71K	+38.63%
Sep 30, 2025	FMR LLC	0.31%	1.12M	69.95M	-246.4K	-18.09%
Sep 30, 2025	DAVIS ASSET MANAGEMENT, L.P.	0.28%	1M	62.7M	-500K	-33.33%
Sep 30, 2025	RUSSELL INVESTMENTS GROUP, LTD.	0.29%	1.04M	65.26M	616	+0.06%
Sep 30, 2025	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	0.29%	1.05M	65.73M	-426.24K	-28.91%
Sep 30, 2025	AZORA CAPITAL LP	0.3%	1.08M	67.47M	477.03K	+79.63%
Sep 30, 2025	JPMORGAN CHASE & CO	0.31%	1.13M	70.91M	72.15K	+6.82%
Sep 30, 2025	BALYASNY ASSET MANAGEMENT L.P.	0.33%	1.21M	75.61M	1.21M	+100.00%
Sep 30, 2025	CAPITAL INTERNATIONAL INVESTORS	0.47%	1.71M	106.94M	-370.26K	-17.84%
Sep 30, 2025	ROYAL BANK OF CANADA	0.63%	2.27M	142.27M	-1.04M	-31.53%
Sep 30, 2025	BANK OF NEW YORK MELLON CORP	0.64%	2.32M	145.46M	55.28K	+2.44%
Sep 30, 2025	MARKEL GROUP INC.	0.37%	1.33M	83.2M	0	0
Sep 30, 2025	NORTHERN TRUST CORP	0.71%	2.57M	161.12M	266.08K	+11.55%
Jun 30, 2025	HOLOCENE ADVISORS, LP	0.18%	665.88K	34.23M	200.8K	+43.18%
Jun 30, 2025	FRANKLIN STREET ADVISORS INC /NC	0.18%	666.36K	34.25M	-25.81K	-3.73%
Jun 30, 2025	AMERIPRISE FINANCIAL INC	0.77%	2.77M	142.36M	46.89K	+1.72%
Jun 30, 2025	DIMENSIONAL FUND ADVISORS LP	0.83%	2.98M	153.02M	611.88K	+25.87%
Jun 30, 2025	ALKEON CAPITAL MANAGEMENT LLC	1.65%	5.94M	305.38M	700K	+13.36%
Jun 30, 2025	MASSACHUSETTS FINANCIAL SERVICES CO /MA/	1.98%	7.14M	366.94M	311.3K	+4.56%
Jun 30, 2025	STATE STREET CORP	2.28%	8.22M	422.59M	378.46K	+4.83%
Jun 30, 2025	WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC	2.76%	9.95M	511.4M	-2.22M	-18.26%
Jun 30, 2025	HARRIS ASSOCIATES L P	3.14%	11.32M	581.64M	2.53M	+28.78%
Jun 30, 2025	DNB ASSET MANAGEMENT AS	0.08%	305.43K	15.7M	-18K	-5.56%
Jun 30, 2025	NORGES BANK	0.81%	2.92M	150.12M	2.92M	+100.00%
Jun 30, 2025	LEGAL & GENERAL GROUP PLC	0.93%	3.37M	173.06M	248.11K	+7.96%
Jun 30, 2025	UBS GROUP AG	1.01%	3.63M	186.57M	-1.14M	-23.90%
Jun 30, 2025	AEGON ASSET MANAGEMENT UK PLC	0.09%	309.86K	15.92M	88.45K	+39.95%
Jun 30, 2025	BLACKROCK, INC.	8.72%	31.44M	1.62B	2.18M	+7.45%
Jun 30, 2025	ALLEN MOONEY & BARNES INVESTMENT ADVISORS LLC	0.09%	314.43K	16.16M	8.07K	+2.64%
Jun 30, 2025	MITSUBISHI UFJ KOKUSAI ASSET MANAGEMENT CO., LTD.	0.06%	208.13K	10.7M	31.28K	+17.69%
Jun 30, 2025	SIT INVESTMENT ASSOCIATES INC	0.06%	207.24K	10.65M	-10	0.00%
Jun 30, 2025	CHANNING CAPITAL MANAGEMENT, LLC	0.06%	203.37K	10.45M	26.96K	+15.28%
Jun 30, 2025	NATIONAL BANK OF CANADA /FI/	0.06%	198.5K	10.2M	8.71K	+4.59%
Jun 30, 2025	WESBANCO BANK INC	0.05%	183.51K	9.43M	5.62K	+3.16%
Jun 30, 2025	VAN ECK ASSOCIATES CORP	0.05%	179.57K	9.23M	17.21K	+10.60%
Jun 30, 2025	JEFFERIES FINANCIAL GROUP INC.	0.05%	175K	9M	175K	+100.00%
Jun 30, 2025	GATOR CAPITAL MANAGEMENT, LLC	0.04%	161.54K	8.3M	-600	-0.37%
Jun 30, 2025	SKANDINAVISKA ENSKILDA BANKEN AB (PUBL)	0.04%	160K	8.22M	1.51K	+0.95%
Jun 30, 2025	VANGUARD GROUP INC	6.86%	24.72M	1.27B	426.64K	+1.76%
Jun 30, 2025	CAPITAL WORLD INVESTORS	5.54%	19.96M	1.03B	2.24M	+12.64%
Jun 30, 2025	NORTHERN TRUST CORP	0.64%	2.3M	118.41M	108.4K	+4.94%
Jun 30, 2025	BANK OF NEW YORK MELLON CORP	0.63%	2.26M	116.4M	-11.99K	-0.53%
Jun 30, 2025	GOLDMAN SACHS GROUP INC	0.61%	2.2M	112.85B	1.05M	+91.76%
Jun 30, 2025	MILLENNIUM MANAGEMENT LLC	0.55%	1.99M	102.38M	-4.9M	-71.10%
Jun 30, 2025	AZORA CAPITAL LP	0.17%	599.05K	30.79M	599.05K	+100.00%
Jun 30, 2025	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.15%	551.1K	28.33M	76.5K	+16.12%
Jun 30, 2025	ALYESKA INVESTMENT GROUP, L.P.	0.15%	549.33K	28.24M	549.33K	+100.00%
Jun 30, 2025	MORGAN STANLEY	2.53%	9.14M	469.58B	-825.95K	-8.29%
Jun 30, 2025	ROYAL BANK OF CANADA	0.92%	3.31M	170.32M	2.99M	+915.78%
Jun 30, 2025	BEUTEL, GOODMAN & CO LTD.	0.77%	2.77M	142.46M	-81.57K	-2.86%
Jun 30, 2025	CAPITAL INTERNATIONAL INVESTORS	0.58%	2.08M	106.69M	15.99K	+0.78%
Jun 30, 2025	FRONTIER CAPITAL MANAGEMENT CO LLC	0.52%	1.89M	97M	-746.76K	-28.35%
Jun 30, 2025	BOSTON PARTNERS	1.88%	6.79M	349.23M	-132.53K	-1.91%
Jun 30, 2025	BROWN ADVISORY INC	0.07%	259.85K	13.36M	-43.95K	-14.47%
Jun 30, 2025	KOREA INVESTMENT CORP	0.06%	221.2K	11.37M	79.03K	+55.59%
Jun 30, 2025	LAZARD ASSET MANAGEMENT LLC	0.06%	218.68K	11.24M	-3.56K	-1.60%
Jun 30, 2025	DAVIS ASSET MANAGEMENT, L.P.	0.42%	1.5M	77.1M	0	0
Jun 30, 2025	CSM ADVISORS, LLC	0.07%	266.73K	13.71M	18.87K	+7.61%
Jun 30, 2025	RETIREMENT SYSTEMS OF ALABAMA	0.07%	260.42K	13.39M	3.57K	+1.39%
Jun 30, 2025	ASSETMARK, INC	0.15%	523.75K	26.92M	73.1K	+16.22%
Jun 30, 2025	SUMITOMO MITSUI TRUST HOLDINGS, INC.	0.15%	523.38K	26.9M	34.33K	+7.02%
Jun 30, 2025	DEPRINCE RACE & ZOLLO INC	0.14%	505.54K	25.98M	44.65K	+9.69%
Jun 30, 2025	WEISS ASSET MANAGEMENT LP	0.14%	495.2K	25.45M	495.2K	+100.00%
Jun 30, 2025	ROCKEFELLER CAPITAL MANAGEMENT L.P.	0.14%	487.24K	25.04M	3.16K	+0.65%
Jun 30, 2025	SIRIOS CAPITAL MANAGEMENT L P	0.13%	460.69K	23.68M	-6.77K	-1.45%
Jun 30, 2025	WALLEYE CAPITAL LLC	0.12%	420.53K	21.62M	420.53K	+100.00%
Jun 30, 2025		0.11%	387.19K	19.91M	387.19K	+100.00%
Jun 30, 2025	ALLIANCEBERNSTEIN L.P.	0.11%	407.51K	20.95B	40.29K	+10.97%
Jun 30, 2025	ALGEBRIS (UK) LTD	0.11%	392.87K	20.16M	-89.15K	-18.50%
Jun 30, 2025	ASSENAGON ASSET MANAGEMENT S.A.	0.11%	386.34K	19.86M	140	+0.04%
Jun 30, 2025	CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM	0.1%	372.52K	19.15B	74.54K	+25.01%
Jun 30, 2025	NATIXIS ADVISORS, L.P.	0.1%	369.57K	19M	229.59K	+164.01%
Jun 30, 2025	PRANA CAPITAL MANAGEMENT, LP	0.09%	338K	17.37M	338K	+100.00%
Jun 30, 2025	CASTLEKNIGHT MANAGEMENT LP	0.09%	327.08K	16.81M	234.58K	+253.60%
Jun 30, 2025	SARGENT INVESTMENT GROUP, LLC	0.09%	320.04K	20.13M	19.99K	+6.66%
Jun 30, 2025	GEODE CAPITAL MANAGEMENT, LLC	1.19%	4.28M	219.58M	228.48K	+5.63%
Jun 30, 2025	T. ROWE PRICE INVESTMENT MANAGEMENT, INC.	0.09%	306.9K	15.78M	306.9K	+100.00%
Jun 30, 2025	RAYMOND JAMES FINANCIAL INC	0.19%	692.38K	35.59M	-799.14K	-53.58%
Jun 30, 2025	BARCLAYS PLC	0.19%	667.07K	34.29M	215.73K	+47.80%
Jun 30, 2025	LGT CAPITAL PARTNERS LTD.	0.21%	764K	39.27M	-53K	-6.49%
Jun 30, 2025	INVESCO LTD.	0.22%	798.02K	41.02M	55.08K	+7.41%
Jun 30, 2025	PRIVATE MANAGEMENT GROUP INC	0.26%	940.87K	48.36M	58.41K	+6.62%
Jun 30, 2025	JANE STREET GROUP, LLC	0.28%	998.8K	51.34M	195.1K	+24.28%
Jun 30, 2025	RUSSELL INVESTMENTS GROUP, LTD.	0.29%	1.04M	53.44M	13.47K	+1.31%
Jun 30, 2025	JPMORGAN CHASE & CO	0.29%	1.06M	54.42M	12.14K	+1.16%
Jun 30, 2025	MARKEL GROUP INC.	0.37%	1.33M	68.21M	0	0
Jun 30, 2025	GILLSON CAPITAL LP	0.15%	544.21K	27.97M	544.21K	+100.00%
Jun 30, 2025	ARGENT CAPITAL MANAGEMENT LLC	0.17%	625.79K	32.17M	-61.87K	-9.00%
Jun 30, 2025	POLARIS CAPITAL MANAGEMENT, LLC	0.17%	627.7K	32.26M	-26.2K	-4.01%
Jun 30, 2025	FMR LLC	0.38%	1.36M	70.01M	-1.22M	-47.30%
Jun 30, 2025	VERITION FUND MANAGEMENT LLC	0.38%	1.37M	70.39M	1.36M	+13,878.93%
Jun 30, 2025	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	0.41%	1.47M	75.79M	47.39K	+3.32%
Jun 30, 2025	BAMCO INC /NY/	0.41%	1.49M	76.73M	-94.27K	-5.94%
Jun 30, 2025	UBS ASSET MANAGEMENT AMERICAS INC	0.44%	1.57M	80.76M	-33.42K	-2.08%
Jun 30, 2025	AMUNDI	0.08%	291.22K	15.86M	-1.15M	-79.83%
Jun 30, 2025	BANK OF AMERICA CORP /DE/	0.52%	1.87M	96.15M	355.94K	+23.50%
Jun 30, 2025	ARIEL INVESTMENTS, LLC	1.31%	4.71M	241.86M	-133.67K	-2.76%
Jun 30, 2025	ENVESTNET ASSET MANAGEMENT INC	0.18%	633.14K	32.54M	75.56K	+13.55%
Jun 30, 2025	RHUMBLINE ADVISERS	0.18%	656.71K	33.75M	52.81K	+8.75%
Mar 31, 2025	ALKEON CAPITAL MANAGEMENT LLC	1.46%	5.24M	228.47M	-3.14K	-0.06%
Mar 31, 2025	BOSTON PARTNERS	1.93%	6.92M	301.69M	-178.02K	-2.51%
Mar 31, 2025	VULCAN VALUE PARTNERS, LLC	1.44%	5.18M	225.91M	-153.16K	-2.87%
Mar 31, 2025	DIMENSIONAL FUND ADVISORS LP	0.66%	2.37M	103.1M	104.87K	+4.64%
Mar 31, 2025	ENVESTNET ASSET MANAGEMENT INC	0.16%	557.58K	24.3M	70.16K	+14.39%
Mar 31, 2025	SUMITOMO MITSUI TRUST HOLDINGS, INC.	0.14%	489.06K	21.32M	-20.48K	-4.02%
Mar 31, 2025	CAPITAL INTERNATIONAL INVESTORS	0.57%	2.06M	89.79M	6.32K	+0.31%
Mar 31, 2025	ARGENT CAPITAL MANAGEMENT LLC	0.19%	687.65K	29.97M	-1.31M	-65.53%
Mar 31, 2025	AMERIPRISE FINANCIAL INC	0.76%	2.72M	118.68M	485.49K	+21.70%
Mar 31, 2025	CITADEL ADVISORS LLC	0.22%	804.37K	35.06M	99.83K	+14.17%
Mar 31, 2025	INVESCO LTD.	0.21%	742.93K	32.38M	92.2K	+14.17%
Mar 31, 2025	RHUMBLINE ADVISERS	0.17%	603.9K	26.32M	-1.95K	-0.32%
Mar 31, 2025	PRINCIPAL FINANCIAL GROUP INC	0.14%	485.84K	21.18M	1.67K	+0.35%
Mar 31, 2025	ROCKEFELLER CAPITAL MANAGEMENT L.P.	0.13%	484.09K	21.1M	-9.27K	-1.88%
Mar 31, 2025	DAVIS ASSET MANAGEMENT, L.P.	0.42%	1.5M	65.39M	0	0
Mar 31, 2025	MORGAN STANLEY	2.77%	9.96M	434.23M	-1.38M	-12.19%
Mar 31, 2025	HARRIS ASSOCIATES L P	2.44%	8.79M	383.03M	5.6M	+175.74%
Mar 31, 2025	VANGUARD GROUP INC	6.76%	24.29M	1.06B	1.13M	+4.89%
Mar 31, 2025	WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC	3.39%	12.17M	530.55M	-1.08M	-8.14%
Mar 31, 2025	RUSSELL INVESTMENTS GROUP, LTD.	0.29%	1.03M	44.73M	-65.69K	-6.02%
Mar 31, 2025	LGT CAPITAL PARTNERS LTD.	0.23%	817K	35.61M	76K	+10.26%
Mar 31, 2025	JANE STREET GROUP, LLC	0.22%	803.7K	35.03M	298.4K	+59.05%
Mar 31, 2025	UBS GROUP AG	1.33%	4.77M	207.92M	1.57M	+48.99%
Mar 31, 2025	BEUTEL, GOODMAN & CO LTD.	0.79%	2.85M	124.37M	12.13K	+0.43%
Mar 31, 2025	MARKEL GROUP INC.	0.37%	1.33M	57.84M	0	0
Mar 31, 2025	GOLDMAN SACHS GROUP INC	0.32%	1.14M	49.91M	332.53K	+40.93%
Mar 31, 2025	JPMORGAN CHASE & CO	0.29%	1.05M	45.62M	67.17K	+6.86%
Mar 31, 2025	PRIVATE MANAGEMENT GROUP INC	0.25%	882.46K	38.47M	184.51K	+26.44%
Mar 31, 2025	FRANKLIN STREET ADVISORS INC /NC	0.19%	692.17K	30.17M	342.19K	+97.77%
Mar 31, 2025	POLARIS CAPITAL MANAGEMENT, LLC	0.18%	653.9K	28.5M	-91.1K	-12.23%
Mar 31, 2025	STATE STREET CORP	2.18%	7.84M	341.88M	57.5K	+0.74%
Mar 31, 2025	BANK OF NEW YORK MELLON CORP	0.63%	2.28M	99.24M	-73.57K	-3.13%
Mar 31, 2025	UBS ASSET MANAGEMENT AMERICAS INC	0.45%	1.6M	69.94M	441.28K	+37.93%
Mar 31, 2025	BAMCO INC /NY/	0.44%	1.59M	69.18M	-280.2K	-15.01%
Mar 31, 2025	BANK OF AMERICA CORP /DE/	0.42%	1.51M	66.03M	750.33K	+98.16%
Mar 31, 2025	RAYMOND JAMES FINANCIAL INC	0.41%	1.49M	65.02M	-167.89K	-10.12%
Mar 31, 2025	AMUNDI	0.4%	1.44M	55.9M	-920.08K	-38.92%
Mar 31, 2025	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	0.4%	1.43M	62.21M	20.97K	+1.49%
Mar 31, 2025	ALGEBRIS (UK) LTD	0.13%	482.02K	19.45M	228.67K	+90.25%
Mar 31, 2025	CAPITAL WORLD INVESTORS	4.93%	17.72M	772.34M	-2.06M	-10.42%
Mar 31, 2025	NORTHERN TRUST CORP	0.61%	2.2M	95.69M	-9.93K	-0.45%
Mar 31, 2025	BLACKROCK, INC.	8.14%	29.26M	1.28B	5.25M	+21.85%
Mar 31, 2025	ARIEL INVESTMENTS, LLC	1.35%	4.84M	210.94M	-71.52K	-1.46%
Mar 31, 2025	GEODE CAPITAL MANAGEMENT, LLC	1.13%	4.06M	176.41M	167.89K	+4.32%
Mar 31, 2025	LEGAL & GENERAL GROUP PLC	0.87%	3.12M	135.95M	-238.04K	-7.09%
Mar 31, 2025	FMR LLC	0.72%	2.58M	112.67M	28.35K	+1.11%
Mar 31, 2025	FRONTIER CAPITAL MANAGEMENT CO LLC	0.73%	2.63M	114.81M	177.95K	+7.25%
Mar 31, 2025	MILLENNIUM MANAGEMENT LLC	0.34%	1.22M	53.04M	1.21M	+14,559.04%
Mar 31, 2025	CITIGROUP INC	0.17%	623.44K	27.18M	516.76K	+484.41%
Mar 31, 2025	MASSACHUSETTS FINANCIAL SERVICES CO /MA/	1.9%	6.83M	297.61M	476.13K	+7.50%
Mar 31, 2024	CAPITAL INTERNATIONAL INVESTORS	0.84%	3.04M	142.51M	3.04M	+100.00%
Mar 31, 2024	GOLDMAN SACHS GROUP INC	0.22%	796.21K	37.35M	-1.8M	-69.30%
Mar 31, 2024	POINT72 ASSET MANAGEMENT, L.P.	0.23%	813.48K	38.16M	813.48K	+100.00%
Mar 31, 2024	BROWN ADVISORY INC	0.35%	1.26M	59.04M	-15.63K	-1.23%
Mar 31, 2024	MARKEL GROUP INC.	0.37%	1.33M	62.25M	0	0
Mar 31, 2024	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	0.39%	1.41M	65.98M	16.93K	+1.22%
Mar 31, 2024	DAVIS ASSET MANAGEMENT, L.P.	0.42%	1.5M	70.37M	0	0
Mar 31, 2024	THRIVENT FINANCIAL FOR LUTHERANS	0.46%	1.66M	77.66M	-50.14K	-2.94%
Mar 31, 2024	EAGLE ASSET MANAGEMENT INC	0.49%	1.78M	82.49M	1.78M	+100.00%
Mar 31, 2024	NORTHERN TRUST CORP	0.5%	1.81M	84.72M	-126.67K	-6.55%
Mar 31, 2024	BLACKROCK INC.	6.48%	23.37M	1.1B	-7.79M	-24.99%
Mar 31, 2024	POLARIS CAPITAL MANAGEMENT, LLC	0.22%	797.2K	37.4M	137.4K	+20.82%
Mar 31, 2024	VANGUARD GROUP INC	6.47%	23.33M	1.09B	-1.54M	-6.20%
Mar 31, 2024	PRIVATE MANAGEMENT GROUP INC	0.17%	606.66K	28.46M	-18.15K	-2.90%
Mar 31, 2024	INVESCO LTD.	0.17%	608.1K	28.53M	-229.48K	-27.40%
Mar 31, 2024	RHUMBLINE ADVISERS	0.17%	621.66K	29.16M	4.64K	+0.75%
Mar 31, 2024	DEPRINCE RACE & ZOLLO INC	0.18%	632.46K	29.67M	-244.93K	-27.92%
Mar 31, 2024	RUSSELL INVESTMENTS GROUP, LTD.	0.18%	654.08K	30.68M	39.95K	+6.50%
Mar 31, 2024	UBS ASSET MANAGEMENT AMERICAS INC	0.19%	671.58K	31.5M	-2.94K	-0.44%
Mar 31, 2024	CREDIT SUISSE AG/	0.19%	682.53K	32.02M	14.12K	+2.11%
Mar 31, 2024	CAISSE DE DEPOT ET PLACEMENT DU QUEBEC	0.2%	708.66K	33.24M	708.66K	+100.00%
Mar 31, 2024	ROCKEFELLER CAPITAL MANAGEMENT L.P.	0.21%	762.72K	35.78M	-40.16K	-5.00%
Mar 31, 2024	BAMCO INC /NY/	0.54%	1.94M	91.21M	-3K	-0.15%
Mar 31, 2024	FRONTIER CAPITAL MANAGEMENT CO LLC	0.56%	2.01M	94.5M	1.19M	+145.48%
Mar 31, 2024	ARGENT CAPITAL MANAGEMENT LLC	0.58%	2.08M	97.8M	69.1K	+3.43%
Mar 31, 2024	DIMENSIONAL FUND ADVISORS LP	0.59%	2.13M	99.87M	-239.05K	-10.09%
Mar 31, 2024	BOSTON PARTNERS	0.64%	2.33M	109.12M	2.33M	+100.00%
Mar 31, 2024	BANK OF NEW YORK MELLON CORP	0.74%	2.67M	125.35M	-56.83K	-2.08%
Mar 31, 2024	AMERIPRISE FINANCIAL INC	0.85%	3.06M	143.44M	-213.38K	-6.52%
Mar 31, 2024	GEODE CAPITAL MANAGEMENT, LLC	1.05%	3.78M	177.12M	157.85K	+4.36%
Mar 31, 2024	LEGAL & GENERAL GROUP PLC	1.16%	4.18M	195.97M	40.8K	+0.99%
Mar 31, 2024	VULCAN VALUE PARTNERS, LLC	2.16%	7.79M	365.4M	-642.6K	-7.62%
Mar 31, 2024	STATE STREET CORP	2.24%	8.07M	378.66M	165.81K	+2.10%
Mar 31, 2024	MORGAN STANLEY	3.67%	13.25M	621.56M	1.37M	+11.57%
Mar 31, 2024	RAYMOND JAMES & ASSOCIATES	0.14%	517.28K	24.27M	75.65K	+17.13%
Mar 31, 2024	NUVEEN ASSET MANAGEMENT, LLC	0.15%	541.55K	25.4M	-35.11K	-6.09%
Mar 31, 2024	MANUFACTURERS LIFE INSURANCE COMPANY, THE	0.16%	563.29K	26.42M	-2.52K	-0.45%
Mar 31, 2024	UBS GROUP AG	0.17%	604.01K	28.33M	28.99K	+5.04%
Mar 31, 2024	LGT CAPITAL PARTNERS LTD.	0.23%	822K	38.56M	-598.5K	-42.13%
Mar 31, 2024	BARCLAYS PLC	0.23%	822.87K	38.6M	-432.69K	-34.46%
Mar 31, 2024	BANK OF AMERICA CORP /DE/	0.23%	843.9K	39.59M	-553.26K	-39.60%
Mar 31, 2024	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.24%	873.6K	40.98M	218.4K	+33.33%
Mar 31, 2024	PRINCIPAL FINANCIAL GROUP INC	0.25%	907.11K	42.55M	112.68K	+14.18%
Mar 31, 2024	JPMORGAN CHASE & CO	0.32%	1.16M	54.61M	129.91K	+12.56%
Mar 31, 2024	FMR LLC	0.69%	2.49M	116.88M	395.27K	+18.86%
Mar 31, 2024	BEUTEL, GOODMAN & CO LTD.	1.2%	4.32M	202.5M	-2.91K	-0.07%
Mar 31, 2024	ARIEL INVESTMENTS, LLC	1.35%	4.88M	229.06M	-1.5M	-23.55%
Mar 31, 2024	ALKEON CAPITAL MANAGEMENT LLC	2.4%	8.65M	405.59M	750K	+9.50%
Mar 31, 2024	WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC	3.28%	11.82M	554.45M	721.61K	+6.50%
Mar 31, 2024	CAPITAL WORLD INVESTORS	5.56%	20.05M	940.69M	79.68K	+0.40%
Mar 31, 2024	AMERICAN INTERNATIONAL GROUP, INC.	0.08%	286.51K	13.44M	-5.86K	-2.00%
Mar 31, 2024	SARGENT INVESTMENT GROUP, LLC	0.08%	290.24K	13.61M	-19.22K	-6.21%
Mar 31, 2024	ALLIANCEBERNSTEIN L.P.	0.09%	313.43K	14.7M	232	+0.07%
Mar 31, 2024	CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM	0.1%	364.7K	17.11M	-3.76K	-1.02%
Mar 31, 2024	OPPENHEIMER & CO INC	0.11%	394.64K	18.51M	15.53K	+4.10%
Mar 31, 2024	ENVESTNET ASSET MANAGEMENT INC	0.11%	396.32K	18.59M	60.05K	+17.86%
Mar 31, 2024	NATIONAL BANK OF CANADA /FI/	0.11%	404.04K	17.17M	149.61K	+58.80%
Mar 31, 2024	WELLS FARGO & COMPANY/MN	0.12%	437.91K	20.54M	77.26K	+21.42%
Mar 31, 2024	PARTNERS GROUP HOLDING AG	0.12%	438K	20.55M	-60.05K	-12.06%
Mar 31, 2024	CANADA PENSION PLAN INVESTMENT BOARD	0.14%	500K	23.46M	500K	+100.00%
Mar 31, 2024	SPIDERROCK ADVISORS, LLC	0.14%	500.04K	22.51M	500.04K	+100.00%
Mar 31, 2024	SUMITOMO MITSUI TRUST HOLDINGS, INC.	0.14%	503.53K	23.62M	4.77K	+0.96%
Dec 31, 2023	GEODE CAPITAL MANAGEMENT, LLC	1%	3.62M	147.21M	221.13K	+6.50%
Dec 31, 2023	LEGAL & GENERAL GROUP PLC	1.15%	4.14M	168.33M	385.31K	+10.27%
Dec 31, 2023	BEUTEL, GOODMAN & CO LTD.	1.2%	4.32M	175.77M	-15.59K	-0.36%
Dec 31, 2023	ARIEL INVESTMENTS, LLC	1.77%	6.39M	259.9M	22.79K	+0.36%
Dec 31, 2023	ALKEON CAPITAL MANAGEMENT LLC	2.19%	7.9M	321.29M	-3.53M	-30.92%
Dec 31, 2023	STATE STREET CORP	2.19%	7.91M	321.71M	2.64M	+50.04%
Dec 31, 2023	MANUFACTURERS LIFE INSURANCE COMPANY, THE	0.16%	565.81K	23.02M	225.99K	+66.50%
Dec 31, 2023	UBS GROUP AG	0.16%	575.01K	23.4M	-60.24K	-9.48%
Dec 31, 2023	NUVEEN ASSET MANAGEMENT, LLC	0.16%	576.66K	23.46M	8.62K	+1.52%
Dec 31, 2023	CITADEL ADVISORS LLC	0.17%	606.5K	24.68M	355.7K	+141.83%
Dec 31, 2023	RUSSELL INVESTMENTS GROUP, LTD.	0.17%	614.13K	24.99M	49.99K	+8.86%
Dec 31, 2023	RHUMBLINE ADVISERS	0.17%	617.01K	25.11M	377.31K	+157.41%
Dec 31, 2023	PRIVATE MANAGEMENT GROUP INC	0.17%	624.81K	25.42M	-84.75K	-11.94%
Dec 31, 2023	WORLDQUANT MILLENNIUM ADVISORS LLC	0.18%	652.89K	26.57M	491.5K	+304.53%
Dec 31, 2023	POLARIS CAPITAL MANAGEMENT, LLC	0.18%	659.8K	26.85M	-13.6K	-2.02%
Dec 31, 2023	CREDIT SUISSE AG/	0.19%	668.4K	27.2M	-9.84K	-1.45%
Dec 31, 2023	VULCAN VALUE PARTNERS, LLC	2.34%	8.44M	343M	-1.38M	-14.04%
Dec 31, 2023	UBS ASSET MANAGEMENT AMERICAS INC	0.19%	674.52K	27.45M	40.41K	+6.37%
Dec 31, 2023	ALYESKA INVESTMENT GROUP, L.P.	0.19%	701.49K	28.54M	701.49K	+100.00%
Dec 31, 2023	PRICE T ROWE ASSOCIATES INC /MD/	0.21%	759.5K	30.91M	-1.66M	-68.59%
Dec 31, 2023	BALYASNY ASSET MANAGEMENT L.P.	0.22%	779.41K	31.71M	-463.82K	-37.31%
Dec 31, 2023	PRINCIPAL FINANCIAL GROUP INC	0.22%	794.44K	32.33M	777.86K	+4,692.99%
Dec 31, 2023	ROCKEFELLER CAPITAL MANAGEMENT L.P.	0.22%	802.88K	32.67M	-75.42K	-8.59%
Dec 31, 2023	HOLOCENE ADVISORS, LP	0.22%	802.96K	32.67M	539.01K	+204.21%
Dec 31, 2023	FRONTIER CAPITAL MANAGEMENT CO LLC	0.23%	820.62K	33.39M	578.14K	+238.44%
Dec 31, 2023	INVESCO LTD.	0.23%	837.58K	34.08M	277.47K	+49.54%
Dec 31, 2023	DEPRINCE RACE & ZOLLO INC	0.24%	877.39K	35.7M	-9.79K	-1.10%
Dec 31, 2023	JPMORGAN CHASE & CO	0.29%	1.03M	42.08M	353.35K	+51.90%
Dec 31, 2023	BARCLAYS PLC	0.35%	1.26M	51.09M	776.84K	+162.28%
Dec 31, 2023	BROWN ADVISORY INC	0.35%	1.27M	51.85M	-153.66K	-10.76%
Dec 31, 2023	MARKEL GROUP INC.	0.37%	1.33M	54M	0	0
Dec 31, 2023	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	0.39%	1.39M	56.55M	61.78K	+4.65%
Dec 31, 2023	BANK OF AMERICA CORP /DE/	0.39%	1.4M	56.85M	17.04K	+1.23%
Dec 31, 2023	LGT CAPITAL PARTNERS LTD.	0.39%	1.42M	57.8M	20.5K	+1.46%
Dec 31, 2023	DAVIS ASSET MANAGEMENT, L.P.	0.42%	1.5M	61.04M	0	0
Dec 31, 2023	THRIVENT FINANCIAL FOR LUTHERANS	0.47%	1.71M	69.4M	966.46K	+130.76%
Dec 31, 2023	NORTHERN TRUST CORP	0.54%	1.93M	78.64M	361.26K	+22.99%
Dec 31, 2023	BAMCO INC /NY/	0.54%	1.95M	79.24M	-68.93K	-3.42%
Dec 31, 2023	ARGENT CAPITAL MANAGEMENT LLC	0.56%	2.02M	82.02M	-39.23K	-1.91%
Dec 31, 2023	WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC	3.08%	11.1M	451.57M	2.22M	+25.01%
Dec 31, 2023	MORGAN STANLEY	3.29%	11.88M	483.21M	-6.15M	-34.12%
Dec 31, 2023	CAPITAL WORLD INVESTORS	5.54%	19.97M	812.71M	3.33K	+0.02%
Dec 31, 2023	VANGUARD GROUP INC	6.9%	24.88M	1.01B	1.76M	+7.60%
Dec 31, 2023	BLACKROCK INC.	8.64%	31.16M	1.27B	9.47M	+43.64%
Dec 31, 2023	FMR LLC	0.58%	2.1M	85.3M	-38.33K	-1.80%
Dec 31, 2023	DIMENSIONAL FUND ADVISORS LP	0.66%	2.37M	96.37M	84.08K	+3.68%
Dec 31, 2023	GOLDMAN SACHS GROUP INC	0.72%	2.59M	105.54M	1.71M	+194.20%
Dec 31, 2023	BANK OF NEW YORK MELLON CORP	0.76%	2.73M	111.04M	929.47K	+51.65%
Dec 31, 2023	NORGES BANK	0.89%	3.21M	130.77M	3.21M	+100.00%
Dec 31, 2023	AMERIPRISE FINANCIAL INC	0.91%	3.27M	133.1M	-324.44K	-9.02%

Insiders

Insiders	Designation	Shares Held
RUBENSTEIN DAVID M.	director	28M
SCHWARTZ HARVEY M	Chief Executive Officer	6.77M
CARLYLE GROUP INC.	10 percent owner	6.48M
CLARE PETER J	See remarks.	4.89M
CG SUBSIDIARY HOLDINGS L.L.C.	10 percent owner	4.79M
BUSER CURTIS L.	Chief Financial Officer	1.22M
FINN CHRISTOPHER	Chief Operating Officer	955.59K
FERGUSON JEFFREY W.	General Counsel	753.26K
LEE KEWSONG	Chief Executive Officer	717.77K
LARSON BRUCE M.	Chief Human Resources Officer	403.07K
ANDREWS CHARLES ELLIOTT JR.	Chief Accounting Officer	84.75K
ROBERTSON THOMAS S	director	21.93K
CARLYLE GROUP MANAGEMENT L.L.C.	10 percent owner	0
D'ANIELLO DANIEL A.	director	0

Buying/Selling by Insiders

Date	Insider	Type	Cost	Shares	Value ($)	Shares Total
Dec 10, 2025	RUBENSTEIN DAVID M.	SALE	56.55	625K	35.34M	28M
Aug 12, 2025	FERGUSON JEFFREY W.	SALE	64.82	28.48K	1.85M	753.26K
Aug 11, 2025	FERGUSON JEFFREY W.	SALE	62.37	97.39K	6.07M	955.86K
Feb 19, 2025	FERGUSON JEFFREY W.	SALE	52.96	147.66K	7.82M	1.1M
Feb 18, 2025	FERGUSON JEFFREY W.	SALE	53.20	102.34K	5.44M	1.24M
Nov 12, 2024	D'ANIELLO DANIEL A.	SALE	52.69	61.31K	3.23M	0
Dec 15, 2023	SCHWARTZ HARVEY M	SALE	41.74	295.36K	12.33M	6.77M
Sep 12, 2023	CG SUBSIDIARY HOLDINGS L.L.C.	PURCHASE	8.52	1.27M	10.82M	4.79M
Aug 28, 2023	CG SUBSIDIARY HOLDINGS L.L.C.	PURCHASE	8.30	504.04K	4.18M	504.04K
Aug 02, 2023	FINN CHRISTOPHER	SALE	32.36	27.07K	875.89K	955.59K
Aug 02, 2023	ANDREWS CHARLES ELLIOTT JR.	SALE	32.36	6.67K	215.81K	84.75K
Aug 02, 2023	FERGUSON JEFFREY W.	SALE	32.36	11.94K	386.35K	1.18M
Aug 02, 2023	LARSON BRUCE M.	SALE	32.36	13.41K	434.04K	403.07K
Aug 02, 2023	BUSER CURTIS L.	SALE	32.36	25.83K	835.79K	1.22M
May 08, 2023	CARLYLE GROUP INC.	SALE	86.13	2M	172.25M	6.48M
Feb 07, 2023	FINN CHRISTOPHER	SALE	36.10	20.76K	749.29K	982.65K
Feb 07, 2023	BUSER CURTIS L.	SALE	36.10	19.4K	700.38K	1.25M
Feb 07, 2023	LARSON BRUCE M.	SALE	36.10	19.48K	703.08K	416.48K
Feb 07, 2023	FERGUSON JEFFREY W.	SALE	36.10	12.05K	435.11K	1.19M
Feb 01, 2023	LARSON BRUCE M.	SALE	36.36	10.47K	380.58K	393.37K
Feb 01, 2023	FERGUSON JEFFREY W.	SALE	36.36	6.91K	251.17K	1.18M
Feb 01, 2023	BUSER CURTIS L.	SALE	36.36	10.4K	377.96K	1.22M
Feb 01, 2023	FINN CHRISTOPHER	SALE	36.36	11.1K	403.45K	960.83K
Jan 27, 2023	CARLYLE GROUP INC.	PURCHASE	1.50	3.13M	4.7M	8.76M
Aug 01, 2022	LARSON BRUCE M.	SALE	37.85	8.74K	330.92K	189.71K
Aug 01, 2022	FERGUSON JEFFREY W.	SALE	37.85	9.07K	343.3K	1.03M
Aug 01, 2022	FINN CHRISTOPHER	SALE	37.85	34.05K	1.29M	831.95K
Aug 01, 2022	BUSER CURTIS L.	SALE	37.85	38.89K	1.47M	1.09M
Aug 01, 2022	ANDREWS CHARLES ELLIOTT JR.	SALE	37.85	4.7K	177.82K	35.8K
Jun 06, 2022	RUBENSTEIN DAVID M.	SALE	38.67	2M	77.34M	29.25M
Feb 15, 2022	CARLYLE GROUP INC.	SALE	57.56	177.36K	10.21M	43.71M
Feb 14, 2022	CARLYLE GROUP INC.	SALE	57.30	22.58K	1.29M	43.89M
Feb 11, 2022	CARLYLE GROUP INC.	SALE	57.51	33.06K	1.9M	43.94M
Feb 10, 2022	CARLYLE GROUP INC.	SALE	57.37	108.38K	6.22M	44.13M
Feb 08, 2022	FINN CHRISTOPHER	SALE	48.90	76.9K	3.76M	866K
Feb 08, 2022	FERGUSON JEFFREY W.	SALE	48.90	33.33K	1.63M	1.04M
Feb 08, 2022	LARSON BRUCE M.	SALE	48.90	10.74K	525.33K	198.46K
Feb 08, 2022	BUSER CURTIS L.	SALE	48.90	71.8K	3.51M	1.13M
Feb 08, 2022	LEE KEWSONG	SALE	48.90	359.32K	17.57M	717.77K
Feb 01, 2022	LEE KEWSONG	SALE	52.25	124.88K	6.52M	391.48K
Feb 01, 2022	FINN CHRISTOPHER	SALE	52.25	10.96K	572.45K	787.82K
Feb 01, 2022	FERGUSON JEFFREY W.	SALE	52.25	6.82K	356.35K	999.15K
Feb 01, 2022	LARSON BRUCE M.	SALE	52.25	10.23K	534.52K	186K
Feb 01, 2022	BUSER CURTIS L.	SALE	52.25	10.23K	534.52K	1.05M
Jan 12, 2022	CARLYLE GROUP INC.	SALE	57.51	14.06K	808.76K	44.25M
Jan 05, 2022	CARLYLE GROUP INC.	SALE	57.15	16.24K	928.16K	44.26M
Dec 06, 2021	CARLYLE GROUP INC.	SALE	57.56	30K	1.73M	44.96M
Dec 03, 2021	CARLYLE GROUP INC.	SALE	57.21	212.79K	12.17M	45.1M
Dec 02, 2021	CARLYLE GROUP INC.	SALE	59.78	53.45K	3.2M	45.73M
Dec 01, 2021	CARLYLE GROUP INC.	SALE	59.13	98.71K	5.84M	46.31M
Nov 30, 2021	CARLYLE GROUP INC.	SALE	63.11	238.86K	15.07M	46.96M
Nov 29, 2021	CARLYLE GROUP INC.	SALE	70.01	314.97K	22.05M	47.27M
Nov 26, 2021	CARLYLE GROUP INC.	SALE	69.83	55.03K	3.84M	47.78M
Nov 24, 2021	CARLYLE GROUP INC.	SALE	66.68	16.61K	1.11M	48.15M
Nov 23, 2021	CARLYLE GROUP INC.	SALE	66.96	291.02K	19.49M	48.68M
Nov 22, 2021	CARLYLE GROUP INC.	SALE	73.00	30.89K	2.26M	49.37M
Nov 22, 2021	D'ANIELLO DANIEL A.	SALE	59.10	1.4K	82.74K	32.49M
Nov 09, 2021	RUBENSTEIN DAVID M.	SALE	58.00	2M	116M	31.25M
Nov 03, 2021	ROBERTSON THOMAS S	SALE	56.68	30K	1.7M	21.93K
Aug 26, 2021	D'ANIELLO DANIEL A.	SALE	47.10	5M	235.5M	34.5M
Aug 13, 2021	RUBENSTEIN DAVID M.	SALE	48.86	4.8K	234.53K	33.25M
Aug 11, 2021	RUBENSTEIN DAVID M.	SALE	46.46	2.1M	97.57M	35.15M
Aug 06, 2021	ANDREWS CHARLES ELLIOTT JR.	SALE	47.89	6K	287.34K	22.28K
Aug 05, 2021	D'ANIELLO DANIEL A.	SALE	46.80	5M	234M	38.99M
Aug 03, 2021	CARLYLE GROUP MANAGEMENT L.L.C.	SALE	62.09	200	12.42K	0
Aug 02, 2021	LARSON BRUCE M.	SALE	48.80	860	41.97K	164.36K
Aug 02, 2021	ANDREWS CHARLES ELLIOTT JR.	SALE	48.80	4.21K	205.45K	28.28K
Aug 02, 2021	FINN CHRISTOPHER	SALE	48.80	41.27K	2.01M	766.91K
Aug 02, 2021	FERGUSON JEFFREY W.	SALE	48.80	14.65K	715.07K	987.76K
Aug 02, 2021	LEE KEWSONG	SALE	48.80	16.5K	804.96K	516.36K
Aug 02, 2021	CLARE PETER J	SALE	48.80	15K	731.8K	4.89M
Aug 02, 2021	BUSER CURTIS L.	SALE	48.80	45.67K	2.23M	1.03M
Aug 02, 2021	CARLYLE GROUP MANAGEMENT L.L.C.	SALE	54.84	171.86K	9.43M	0
Jul 30, 2021	CARLYLE GROUP MANAGEMENT L.L.C.	SALE	53.68	9.64K	517.23K	0
Jul 29, 2021	CARLYLE GROUP MANAGEMENT L.L.C.	SALE	54.67	11.96K	653.58K	0
Jul 28, 2021	CARLYLE GROUP MANAGEMENT L.L.C.	SALE	54.90	50.67K	2.78M	0
Jul 27, 2021	CARLYLE GROUP MANAGEMENT L.L.C.	SALE	54.49	10.98K	598.01K	0
Jul 26, 2021	CARLYLE GROUP MANAGEMENT L.L.C.	SALE	54.61	8.95K	489K	0
Jul 23, 2021	CARLYLE GROUP MANAGEMENT L.L.C.	SALE	53.89	72.73K	3.92M	0
Jul 22, 2021	CARLYLE GROUP MANAGEMENT L.L.C.	SALE	53.45	35.46K	1.9M	0
Jul 21, 2021	CARLYLE GROUP MANAGEMENT L.L.C.	SALE	53.02	400	21.21K	0
Jul 20, 2021	CARLYLE GROUP MANAGEMENT L.L.C.	SALE	52.35	123.44K	6.46M	0
Jul 14, 2021	CARLYLE GROUP MANAGEMENT L.L.C.	SALE	53.11	3.48K	184.57K	0
Jul 13, 2021	CARLYLE GROUP MANAGEMENT L.L.C.	SALE	53.94	104.1K	5.62M	0
Jul 12, 2021	CARLYLE GROUP MANAGEMENT L.L.C.	SALE	53.15	9.01K	478.66K	0
Jul 09, 2021	CARLYLE GROUP MANAGEMENT L.L.C.	SALE	52.41	52.53K	2.75M	0
Jul 08, 2021	CARLYLE GROUP MANAGEMENT L.L.C.	SALE	52.09	12.84K	668.91K	0
Jul 07, 2021	CARLYLE GROUP MANAGEMENT L.L.C.	SALE	52.37	26.23K	1.37M	0
Jul 06, 2021	CARLYLE GROUP MANAGEMENT L.L.C.	SALE	53.59	45.8K	2.45M	0
Jul 02, 2021	CARLYLE GROUP MANAGEMENT L.L.C.	SALE	52.03	6.4K	333.04K	0
Jul 01, 2021	CARLYLE GROUP MANAGEMENT L.L.C.	SALE	52.07	1.42K	74.05K	0
Jun 30, 2021	CARLYLE GROUP MANAGEMENT L.L.C.	SALE	53.02	2.85K	151.1K	0
Jun 29, 2021	CARLYLE GROUP MANAGEMENT L.L.C.	SALE	53.46	52.47K	2.81M	0
Jun 28, 2021	CARLYLE GROUP MANAGEMENT L.L.C.	SALE	53.47	100.31K	5.36M	0
Jun 25, 2021	CARLYLE GROUP MANAGEMENT L.L.C.	SALE	52.67	17.55K	924.27K	56.95K
Jun 24, 2021	CARLYLE GROUP MANAGEMENT L.L.C.	SALE	53.60	118.51K	6.35M	14.13K

Insider Transaction Summary (6 Months)

SHARESTRANS

PURCHASE00

SALES625K1

NET SHARES-625K1

SHARES HELD28M1

% NET SHARES-102.23%0%

CG Stock Ownership Breakdown

Carlyle Group

Stock Outstanding Shares

Market Insider

Institutional Ownership

Insiders

Buying/Selling by Insiders

Insider Transaction Summary (6 Months)

Frequently Asked Questions

Stock Outstanding Shares

Market Insider

Institutional Ownership

Insiders

Buying/Selling by Insiders

Insider Transaction Summary (6 Months)

Frequently Asked Questions