CGNasdaqInvestment AdviceFiscal year ends December 31Also trades as CGABL
Carlyle Group Inc.
Financials through Q2 FY2026, quarter ended Jun 30, 2026Last filing: 10-Q on Aug 10, 2026
$36.56+0.18 (+0.49%)
Close on Oct 19, 2026
- Market cap
- $13.43B
- P/E (TTM)
- 38.1
- Dividend yield
- 3.83%
Ownership
Institutional holdings as of Jun 30, 2026, from 13F filings
Held by institutions
220M
Shares held, 13F filers
Institutional holders
586
68 new, 77 sold out
Net institutional buying
1M
In Q2 2026
Insider trades, 12 months
0 buys · 3 sales
Net sold $75.78M
Shares held by institutions
Holders of more than 5%
Latest Schedule 13D (active) or 13G (passive) filed by each holder
| Holder | Shares | % of class | Filing | As of |
|---|---|---|---|---|
| Daniel A. D'Aniello | 32,504,102 | 9.00% | 13G (passive) amendment | Mar 31, 2025 |
| William E. Conway, Jr. | 29,999,644 | 8.30% | 13G (passive) amendment | Mar 31, 2025 |
| David M. Rubenstein | 29,249,644 | 8.10% | 13G (passive) amendment | Mar 31, 2025 |
| Carlyle Holdings I GP Sub L.L.C. | 2,801,906 | 6.70% | 13D (active) | Jun 28, 2024 |
| BlackRock, Inc. | 26,522,385 | 7.40% | 13G (passive) amendment | Jun 30, 2026 |
| Capital World Investors | 17,987,864 | 5.00% | 13G (passive) amendment | Mar 31, 2026 |
Top institutional holders
13F holdings as of Jun 30, 2026
| Holder | Shares | % of CG | Value | Change | % of portfolio |
|---|---|---|---|---|---|
| BlackRock, Inc. | 31,984,053 | – | $1.35B | +959,608 | 0.02% |
| Harris Associates L P | 17,661,625 | – | $743.73M | +1,077,718 | 0.99% |
| Vanguard Portfolio Management LLC | 11,830,112 | – | $498.17M | +10,562 | 0.02% |
| Capital World Investors | 11,813,798 | – | $497.48M | −6,013,418 | 0.06% |
| Vanguard Capital Management LLC | 11,464,474 | – | $482.77M | +70,803 | 0.01% |
| Morgan Stanley | 9,993,408 | – | $420.82M | −179,037 | 0.02% |
| State Street Corp | 9,891,982 | – | $416.55M | +211,112 | 0.01% |
| Massachusetts Financial Services Co /Ma/ | 7,739,524 | – | $328.58M | +90,515 | 0.10% |
| Alkeon Capital Management LLC | 5,941,316 | – | $250.19M | – | 0.34% |
| William Blair Investment Management, LLC | 5,914,905 | – | $249.08M | −386,204 | 0.75% |
| Geode Capital Management, LLC | 5,224,555 | – | $219.42M | +75,432 | 0.01% |
| Ariel Investments, LLC | 4,548,683 | – | $191.55M | +566,926 | 1.91% |
| FMR LLC | 4,358,455 | – | $183.53M | +653,865 | 0.01% |
| Legal & General Group Plc | 3,870,443 | – | $162.98M | +368,111 | 0.03% |
| Norges Bank | 3,646,300 | – | $153.55M | New | 0.02% |
| Amundi | 3,406,001 | – | $143.43M | +2,749,781 | 0.03% |
| Dimensional Fund Advisors LP | 2,995,510 | – | $126.09M | −50,468 | 0.02% |
| Northern Trust Corp | 2,576,558 | – | $108.50M | +76,762 | 0.01% |
| UBS Group AG | 2,504,918 | – | $105.48M | −397,470 | 0.01% |
| Point72 Asset Management, L.P. | 2,184,854 | – | $92.00M | +1,981,854 | 0.10% |
Institutional buying and selling by quarter
Positions opened, added to, reduced and closed by 13F filers
| Quarter | Holders | Shares held | New / added | Reduced / closed | Shares bought | Shares sold |
|---|---|---|---|---|---|---|
| Q2 2026 | 586 | 220M | 68 / 228 | 201 / 77 | 25M | 23M |
| Q1 2026 | 604 | 219M | 76 / 235 | 190 / 93 | 41M | 25M |
| Q4 2025 | 627 | 230M | 81 / 203 | 227 / 78 | 22M | 21M |
| Q3 2025 | 638 | 229M | 118 / 221 | 190 / 45 | 19M | 24M |
| Q2 2025 | 573 | 234M | 91 / 235 | 178 / 40 | 30M | 23M |
| Q1 2025 | 527 | 226M | 55 / 221 | 164 / 83 | 28M | 17M |
| Q4 2024 | 565 | 216M | 95 / 191 | 187 / 45 | 28M | 22M |
| Q3 2024 | 525 | 213M | 59 / 210 | 171 / 46 | 36M | 12M |
| Q2 2024 | 516 | 211M | 58 / 185 | 185 / 54 | 14M | 39M |
| Q1 2024 | 518 | 237M | 89 / 183 | 160 / 38 | 35M | 25M |
| Q4 2023 | 471 | 228M | 98 / 158 | 158 / 33 | 40M | 18M |
| Q3 2023 | 413 | 206M | 52 / 142 | 141 / 31 | 15M | 15M |
Top mutual fund and ETF holders
Latest monthly portfolio reports (Form N-PORT)
| Fund | Shares | % of CG | Value | % of fund | As of |
|---|---|---|---|---|---|
| Income Fund of America | 11,348,299 | – | $522.25M | 0.35% | Jul 31, 2026 |
| iShares Core S&P Mid-Cap ETF | 8,869,711 | – | $373.50M | 0.30% | Jun 30, 2026 |
| Vanguard Total Stock Market Index Fund | 8,003,225 | – | $337.02M | 0.01% | Jun 30, 2026 |
| Oakmark Fund | 7,162,200 | – | $301.60M | 1.26% | Jun 30, 2026 |
| Vanguard Small-Cap Index Fund | 5,780,713 | – | $243.43M | 0.13% | Jun 30, 2026 |
| Vanguard Windsor Ii Fund | 5,148,929 | – | $236.95M | 0.35% | Jul 31, 2026 |
| Vanguard Small-Cap Value Index Fund | 3,660,731 | – | $154.15M | 0.23% | Jun 30, 2026 |
| MFS Mid Cap Growth Fund | 3,643,320 | – | $165.52M | 1.20% | May 31, 2026 |
| Vanguard Extended Market Index Fund | 2,972,439 | – | $125.17M | 0.13% | Jun 30, 2026 |
| Ariel Fund | 1,996,288 | – | $84.06M | 2.90% | Jun 30, 2026 |
| BlackRock Equity Dividend Fund | 1,759,830 | – | $80.99M | 0.40% | Jul 31, 2026 |
| MFS Mid Cap Value Fund | 1,653,035 | – | $69.61M | 0.40% | Jun 30, 2026 |
| Fidelity Extended Market Index Fund | 1,338,760 | – | $60.82M | 0.14% | May 31, 2026 |
| State Street(R) SPDR(R) Portfolio S&P 400(TM) Mid Cap ETF | 1,311,912 | – | $55.24M | 0.30% | Jun 30, 2026 |
| Columbia Select Mid Cap Value Fund | 1,281,769 | – | $58.23M | 1.92% | May 31, 2026 |
Officers, directors and major owners
People who filed Forms 3, 4 or 5 in the last two years
| Name | Role | Shares owned | Latest filing |
|---|---|---|---|
| Harvey M. Schwartz | Chief Executive Officer, Director | 5,273,362 | Aug 28, 2026 |
| Charles Elliott Andrews Jr. | Chief Accounting Officer | 135,668 | Aug 28, 2026 |
| Kate Elizabeth Heinzelman | General Counsel | 11,109 | Aug 28, 2026 |
| Jeffrey Nedelman | Co-President | 1,609,479 | Aug 28, 2026 |
| John C. Redett | Co-President | 1,752,000 | Aug 28, 2026 |
| Justin Plouffe | Chief Financial Officer | 852,461 | Aug 28, 2026 |
| Mark David Jenkins | Co-President | 1,415,478 | Aug 28, 2026 |
| Lindsay LoBue | Chief Operating Officer | 700,578 | Aug 28, 2026 |
| Jeffrey W. Ferguson | General Counsel | 783,474 | May 29, 2026 |
| David M. Rubenstein | Director | 27,299,644 | Sep 11, 2026 |
| Sharda Cherwoo | Director | 20,398 | May 1, 2026 |
| Anthony Welters | Director | 47,849 | May 1, 2026 |
| Linda Filler | Director | 26,163 | May 1, 2026 |
| Lawton W. Fitt | Director | 78,093 | May 1, 2026 |
| Derica W. Rice | Director | 37,917 | May 1, 2026 |
| William Joseph Shaw | Director | 78,093 | May 1, 2026 |
| James H. Hance Jr | Director | 316,538 | May 1, 2026 |
| Mark S. Ordan | Director | 30,613 | May 1, 2026 |
| Afsaneh Mashayekhi Beschloss | Director | 14,689 | May 1, 2026 |
| William E. Conway Jr | Director | 26,999,644 | Sep 5, 2025 |
| Daniel A. D'Aniello | Director | 32,504,102 | Nov 14, 2024 |
Insider trades
Common stock transactions reported on Form 4, newest first
| Insider | Date | Transaction | Shares | Price | Value | Shares after |
|---|---|---|---|---|---|---|
| David M. Rubenstein Director | Sep 11, 2026 | Gift | −100,000 | – | – | 27,299,644 |
| David M. Rubenstein Director | Sep 11, 2026 | Sale | −400,000 | $42.74 | $17.10M | 26,899,644 |
| Lindsay LoBue Chief Operating Officer | Aug 26, 2026 | Award | +2,657 | – | – | 700,578 |
| Jeffrey Nedelman Co-President | Aug 26, 2026 | Award | +6,615 | – | – | 1,609,479 |
| Kate Elizabeth Heinzelman General Counsel | Aug 26, 2026 | Award | +78 | – | – | 11,109 |
| Charles Elliott Andrews Jr. Chief Accounting Officer | Aug 26, 2026 | Award | +304 | – | – | 135,668 |
| John C. Redett Co-President | Aug 26, 2026 | Award | +8,302 | – | – | 1,752,000 |
| Harvey M. Schwartz Chief Executive Officer, Director | Aug 26, 2026 | Award | +19,240 | – | – | 5,273,362 |
| Justin Plouffe Chief Financial Officer | Aug 26, 2026 | Award | +3,769 | – | – | 852,461 |
| Mark David Jenkins Co-President | Aug 26, 2026 | Award | +6,264 | – | – | 1,415,478 |
| Mark David Jenkins Co-President | Aug 1, 2026 | Tax withholding | −124,793 | $46.02 | $5.74M | 1,409,214 |
| Justin Plouffe Chief Financial Officer | Aug 1, 2026 | Tax withholding | −62,533 | $46.02 | $2.88M | 848,692 |
| Charles Elliott Andrews Jr. Chief Accounting Officer | Aug 1, 2026 | Tax withholding | −12,364 | $46.02 | $568.99K | 135,364 |
| Jeffrey Nedelman Co-President | Aug 1, 2026 | Tax withholding | −43,081 | $46.02 | $1.98M | 1,602,864 |
| John C. Redett Co-President | Aug 1, 2026 | Tax withholding | −124,558 | $46.02 | $5.73M | 1,743,698 |
| Lindsay LoBue Chief Operating Officer | Aug 1, 2026 | Tax withholding | −18,284 | $46.02 | $841.43K | 697,921 |
| Kate Elizabeth Heinzelman General Counsel | Aug 1, 2026 | Award | +11,031 | – | – | 11,031 |
| Mark David Jenkins Co-President | May 28, 2026 | Award | +7,634 | – | – | 1,534,007 |
| Lindsay LoBue Chief Operating Officer | May 28, 2026 | Award | +3,120 | – | – | 716,205 |
| Harvey M. Schwartz Chief Executive Officer, Director | May 28, 2026 | Award | +20,743 | – | – | 5,254,122 |
| John C. Redett Co-President | May 28, 2026 | Award | +10,830 | – | – | 1,868,256 |
| Jeffrey Nedelman Co-President | May 28, 2026 | Award | +7,733 | – | – | 1,645,945 |
| Jeffrey W. Ferguson General Counsel | May 28, 2026 | Award | +1,274 | – | – | 783,474 |
| Charles Elliott Andrews Jr. Chief Accounting Officer | May 28, 2026 | Award | +409 | – | – | 147,728 |
| Justin Plouffe Chief Financial Officer | May 28, 2026 | Award | +4,077 | – | – | 911,225 |
| Sharda Cherwoo Director | May 1, 2026 | Award | +4,450 | – | – | 20,398 |
| Derica W. Rice Director | May 1, 2026 | Award | +4,450 | – | – | 33,724 |
| Derica W. Rice Director | May 1, 2026 | Award | +2,933 | $49.44 | $145.01K | 36,657 |
| Afsaneh Mashayekhi Beschloss Director | May 1, 2026 | Award | +4,450 | – | – | 14,689 |
| Linda Filler Director | May 1, 2026 | Award | +4,450 | – | – | 26,163 |
| Mark S. Ordan Director | May 1, 2026 | Award | +4,450 | $49.44 | $220.01K | 30,613 |
| Mark S. Ordan Director | May 1, 2026 | Award | +4,450 | – | – | 26,163 |
| William Joseph Shaw Director | May 1, 2026 | Award | +4,450 | – | – | 78,093 |
| James H. Hance Jr Director | May 1, 2026 | Award | +4,450 | – | – | 316,538 |
| Lawton W. Fitt Director | May 1, 2026 | Award | +4,450 | – | – | 78,093 |
| Anthony Welters Director | May 1, 2026 | Award | +4,450 | – | – | 47,849 |
| David M. Rubenstein Director | Mar 19, 2026 | Gift | −100,000 | – | – | 27,899,644 |
| David M. Rubenstein Director | Mar 19, 2026 | Sale | −500,000 | $46.68 | $23.34M | 27,399,644 |
| Mark David Jenkins Co-President | Feb 20, 2026 | Award | +6,424 | – | – | 1,526,373 |
| Justin Plouffe Chief Financial Officer | Feb 20, 2026 | Award | +3,431 | – | – | 907,148 |
| Jeffrey Nedelman Co-President | Feb 20, 2026 | Award | +6,507 | – | – | 1,638,212 |
| Charles Elliott Andrews Jr. Chief Accounting Officer | Feb 20, 2026 | Award | +343 | – | – | 147,319 |
| John C. Redett Co-President | Feb 20, 2026 | Award | +9,114 | – | – | 1,857,426 |
| Harvey M. Schwartz Chief Executive Officer, Director | Feb 20, 2026 | Award | +17,457 | – | – | 5,233,379 |
| Jeffrey W. Ferguson General Counsel | Feb 20, 2026 | Award | +1,070 | – | – | 782,200 |
| Lindsay LoBue Chief Operating Officer | Feb 20, 2026 | Award | +2,625 | – | – | 713,085 |
| Harvey M. Schwartz Chief Executive Officer, Director | Feb 14, 2026 | Tax withholding | −134,812 | $54.49 | $7.35M | 5,215,922 |
| Jeffrey Nedelman Co-President | Feb 6, 2026 | Tax withholding | −92,352 | $55.41 | $5.12M | 1,631,705 |
| Jeffrey W. Ferguson General Counsel | Feb 6, 2026 | Tax withholding | −937 | $55.41 | $51.92K | 781,130 |
| Lindsay LoBue Chief Operating Officer | Feb 6, 2026 | Tax withholding | −75,033 | $55.41 | $4.16M | 710,460 |
| Justin Plouffe Chief Financial Officer | Feb 6, 2026 | Tax withholding | −46,176 | $55.41 | $2.56M | 903,717 |
| John C. Redett Co-President | Feb 6, 2026 | Tax withholding | −86,781 | $55.41 | $4.81M | 1,848,312 |
| Mark David Jenkins Co-President | Feb 6, 2026 | Tax withholding | −46,176 | $55.41 | $2.56M | 1,519,949 |
| Charles Elliott Andrews Jr. Chief Accounting Officer | Feb 6, 2026 | Tax withholding | −6,354 | $55.41 | $352.08K | 146,976 |
| John C. Redett Co-President | Feb 1, 2026 | Award | +273,973 | – | – | 1,922,128 |
| John C. Redett Co-President | Feb 1, 2026 | Tax withholding | −2,926 | $58.78 | $171.99K | 1,648,155 |
| John C. Redett Co-President | Feb 1, 2026 | Award | +12,965 | – | – | 1,935,093 |
| Harvey M. Schwartz Chief Executive Officer, Director | Feb 1, 2026 | Tax withholding | −578,862 | $58.78 | $34.03M | 5,350,734 |
| Lindsay LoBue Chief Operating Officer | Feb 1, 2026 | Tax withholding | −2,128 | $58.78 | $125.08K | 658,372 |
| Lindsay LoBue Chief Operating Officer | Feb 1, 2026 | Award | +114,156 | – | – | 772,528 |
Awards, option exercises, tax withholding and gifts are shown alongside open-market buys and sales. Each name links to the filing on SEC EDGAR.
Planned insider sales
Notices of proposed sale filed on Form 144 before shares are sold
| Seller | Filed | Shares | Market value | Planned sale | Acquired through |
|---|---|---|---|---|---|
| M. Rubenstein David Director | Sep 11, 2026 | 400,000 | $17.23M | Sep 11, 2026 | Shares received upon exchange of Carlyle Holdings partnership units on a one for one basis in connection with the conversion of the Issuer's predecessor entity to a corporation. |
| M. Rubenstein David Director | Mar 19, 2026 | 500,000 | $23.86M | Mar 19, 2026 | Shares received upon exchange of Carlyle Holdings partnership units on a one for one basis in connection with the conversion of the Issuer's predecessor entity to a corporation. |
| M. Rubenstein David Director | Dec 10, 2025 | 625,000 | $35.34M | Dec 10, 2025 | Shares received upon exchange of Carlyle Holdings partnership units on a one for one basis in connection with the conversion of the Issuer's predecessor entity to a corporation. |
| William Ferguson Rev Trust Jeffrey Officer | Aug 12, 2025 | 202,606 | $13.01M | Aug 12, 2025 | Restricted stock vesting under a registered plan |
| William Ferguson Rev Trust Jeffrey Officer | Aug 11, 2025 | 97,394 | $6.07M | Aug 11, 2025 | Performance Stock Units |
| William Ferguson Rev Trust Jeffrey Officer | Feb 19, 2025 | 147,658 | $7.82M | Feb 19, 2025 | Performance-based restricted stock units vesting under a registered plan |
| William Ferguson Rev Trust Jeffrey Officer | Feb 18, 2025 | 102,342 | $5.44M | Feb 18, 2025 | Restricted stock units vesting under a registered plan |
| A. D'Aniello Daniel Co-Founder and Chariman Emeritus | Nov 12, 2024 | 495,542 | $26.38M | Nov 12, 2024 | Shares received upon exchange of Carlyle Holdings partnership units on a one for one basis in connection with the conversion of the Issuer's predecessor entity to a corporation. |
| Units Llc Cf Former Officer | Aug 23, 2024 | 111,928 | $4.51M | Aug 23, 2024 | Restricted stock vesting under a registered plan |
| Finn Christopher Former Officer | Aug 23, 2024 | 488,072 | $19.64M | Aug 23, 2024 | Restricted stock vesting under a registered plan |
| M. Larson Bruce Officer | Feb 15, 2024 | 12,000 | $532.75K | Feb 15, 2024 | Performance Stock Units |
| Harvey M. Schwartz Officer, Director | Dec 15, 2023 | 295,358 | $12.33M | Dec 15, 2023 | Issuance of shares upon vesting of restricted stock units, where such issuance was registered on Form S-8 |
| M. Larson Bruce Officer | Aug 2, 2023 | 13,413 | $434.04K | Aug 2, 2023 | Restricted Stock Units Vested under Issuer S-8 Registered Plan |
| Buser Curtis Officer | Aug 2, 2023 | 25,828 | $835.79K | Aug 2, 2023 | Restricted Stock Units Vested under Issuer S-8 Registered Plan |
| Finn Christopher Officer | Aug 2, 2023 | 27,067 | $875.89K | Aug 2, 2023 | Restricted Stock Units Vested under Issuer S-8 Registered Plan |