Carlyle Group Inc.
CGFigures shown here come from public SEC filings. Dates beside each section show the available history.
How Carlyle Group Inc. Makes Money
Follow each dollar of revenue through to what shareholders keep.
From revenue to net income
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Financial Summary
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SEC filings supply these figures; updates after the dates shown are not included. This page includes 16 annual periods. The latest annual period ends Dec 31, 2025. The latest insider filing shown is dated May 29, 2026. The latest institutional report shown is dated Mar 31, 2026; other ownership filings may exist.
Ownership
Who holds the shares, as reported in SEC ownership filings.
Reported 13F positions
Each row shows what a filer reported for one date, not a current position. The link opens that filing.
| Filer | Report date | Shares | Value | Filing |
|---|---|---|---|---|
| VOYA INVESTMENT MANAGEMENT LLC | 2026-03-31 | 19,067 | $923K | SEC filing |
| Annis Gardner Whiting Capital Advisors, LLC | 2026-03-31 | 35 | $1.69K | SEC filing |
| SHP Wealth Management | 2026-03-31 | 48 | $2.32K | SEC filing |
| Prestige Wealth Management Group LLC | 2026-03-31 | 3 | $146 | SEC filing |
| State of Tennessee, Department of Treasury | 2026-03-31 | 101,869 | $4.93M | SEC filing |
| Tidemark, LLC | 2026-03-31 | 59 | $2.86K | SEC filing |
| Aberdeen Group plc | 2026-03-31 | 180,914 | $8.75M | SEC filing |
| AMERICAN CENTURY COMPANIES INC | 2026-03-31 | 121,572 | $5.88M | SEC filing |
| Cornerstone Planning Group LLC | 2026-03-31 | 680 | $34.9K | SEC filing |
| ROYAL LONDON ASSET MANAGEMENT LTD | 2026-03-31 | 205,869 | $9.96M | SEC filing |
| Retirement Wealth Solutions LLC | 2026-03-31 | 404 | $19.5K | SEC filing |
| Resona Asset Management Co.,Ltd. | 2026-03-31 | 66,499 | $3.2M | SEC filing |
| XTX Topco Ltd | 2026-03-31 | 102,073 | $4.94M | SEC filing |
| Holocene Advisors, LP | 2026-03-31 | 317,967 | $15.4M | SEC filing |
| Swedbank AB | 2026-03-31 | 26,842 | $1.3M | SEC filing |
| Parallax Volatility Advisers, L.P. | 2026-03-31 | 49,681 | $2.59M | SEC filing |
| STATE OF MICHIGAN RETIREMENT SYSTEM | 2026-03-31 | 62,400 | $3.02M | SEC filing |
| MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC | 2026-03-31 | 99,445 | $4.81M | SEC filing |
| SIH Partners, LLLP | 2026-03-31 | 18,600 | $900K | SEC filing |
| Vanguard Personalized Indexing Management, LLC | 2026-03-31 | 28,033 | $1.36M | SEC filing |
120 filers have only one report here.
Unusually large insider trades
Each trade is compared with the other insider trades of the same kind in the same security among Carlyle Group Inc.'s recent filings on file. Size alone is context, not a prediction or evidence of improper trading.
- 2026-03-19 · Rubenstein David M.: Larger than 33 of the 35 other insider sales of Common Stock on file. SEC filing
- 2025-12-10 · Rubenstein David M.: Larger than 34 of the 35 other insider sales of Common Stock on file. SEC filing
- 2024-11-12 · D'Aniello Daniel A.: Larger than 32 of the 35 other insider sales of Common Stock on file. SEC filing
- 2022-06-06 · Rubenstein David M.: Larger than all 35 other insider sales of Common Stock on file. SEC filing
Purchases & sales (open market or private)
| Security | Code | Price | Filing | |||
|---|---|---|---|---|---|---|
| 2026-03-19 | Rubenstein David M. · Director | Common Stock | S — Open market or private sale | −500,000 | 46.68 | SEC filing |
| 2025-12-10 | Rubenstein David M. · Director | Common Stock | S — Open market or private sale | −625,000 | 56.55 | SEC filing |
| 2025-08-12 | Ferguson Jeffrey W. · General Counsel | Common Stock | S — Open market or private sale | −14,587 | 63.44 | SEC filing |
| 2025-08-12 | Ferguson Jeffrey W. · General Counsel | Common Stock | S — Open market or private sale | −28,483 | 64.82 | SEC filing |
| 2025-08-12 | Ferguson Jeffrey W. · General Counsel | Common Stock | S — Open market or private sale | −159,536 | 64.20 | SEC filing |
| 2025-08-11 | Ferguson Jeffrey W. · General Counsel | Common Stock | S — Open market or private sale | −97,394 | 62.37 | SEC filing |
| 2025-02-19 | Ferguson Jeffrey W. · General Counsel | Common Stock | S — Open market or private sale | −147,658 | 52.96 | SEC filing |
| 2025-02-18 | Ferguson Jeffrey W. · General Counsel | Common Stock | S — Open market or private sale | −102,342 | 53.20 | SEC filing |
Showing 8 of 10 rows
Grants, exercises, tax & gifts
| Security | Code | Filing | |||
|---|---|---|---|---|---|
| 2026-05-28 | Redett John C. · Co-President | Common Stock | A — Grant, award, or other acquisition | +10,830 | SEC filing |
| 2026-05-28 | Andrews Charles Elliott Jr. · Chief Accounting Officer | Common Stock | A — Grant, award, or other acquisition | +409 | SEC filing |
| 2026-05-28 | Plouffe Justin · Chief Financial Officer | Common Stock | A — Grant, award, or other acquisition | +4,077 | SEC filing |
| 2026-05-28 | Nedelman Jeffrey · Co-President | Common Stock | A — Grant, award, or other acquisition | +7,733 | SEC filing |
| 2026-05-28 | Jenkins Mark David · Co-President | Common Stock | A — Grant, award, or other acquisition | +7,634 | SEC filing |
| 2026-05-28 | LoBue Lindsay · Chief Operating Officer | Common Stock | A — Grant, award, or other acquisition | +3,120 | SEC filing |
| 2026-05-28 | Ferguson Jeffrey W. · General Counsel | Common Stock | A — Grant, award, or other acquisition | +1,274 | SEC filing |
| 2026-05-28 | SCHWARTZ HARVEY M · Chief Executive Officer | Common Stock | A — Grant, award, or other acquisition | +20,743 | SEC filing |
Showing 8 of 28 rows
Other activity
| Security | Code | Filing | |||
|---|---|---|---|---|---|
| 2024-07-10 | Carlyle Group Management L.L.C. · 10% owner | Common Stock | J — Other acquisition or disposition | −17,000 | SEC filing |
Showing 1 of 1 rows
These tables describe filed transactions, not current holdings. Prices are shown as filed; a currency is added only when the filing's data names one. Amended and possible duplicate rows are left out of size comparisons and transaction groups.