Carlyle Group Inc.
CG- Exchange
- Nasdaq
- Industry
- Investment Advice
- SEC CIK
- 0001527166
In the last 90 days, Carlyle Group Inc. insiders filed 0 open-market purchases and 1 sale; 588 institutions reported holding it in 13F filings for Q2 2026, worth $9.28B in total; 3 superinvestors hold it, including Harris Associates (Oakmark) and Markel Group.
Other share classesCGABL
Key figures
- Insider buysOpen market, last 90 days
- 0
- Insider sellsLast 90 days, $17.1M in total
- 1
- 13F holdersQ2 2026, −9 vs. previous quarter
- 588
- 13F valueReported value at the end of Q2 2026
- $9.28B
- Superinvestors holdingAt the end of Q2 2026
- 3
Price chart
Superinvestors holding CG, Q2 2026
3 superinvestors report holding Carlyle Group Inc. on Form 13F. Percentages are the stock's share of each portfolio.
Harris Associates (Oakmark)
Bill Nygren
1.0%
Carlyle Group Inc.'s share of the portfolio
- Shares
- 17,661,625
- Value
- $743.7M
| Superinvestor | Weight | Value |
|---|---|---|
| Soros Fund Management | 0.1% | $9.55M |
Latest insider trades
Open-market purchases and sales by Carlyle Group Inc. insiders from Form 4, newest first.
| Filed (ET) | Trade date | Filing delay | Insider | Transaction | Shares | Avg price | Value | Holding change | Flags |
|---|---|---|---|---|---|---|---|---|---|
| Sep 11, 2026 (view filing)5:11 PM ET | Sep 11 | Same day | Rubenstein David M.Director | SSale | −400.0K | $42.74 | −$17.1M | −1.5%26.9M after | |
| Mar 20, 2026 (view filing) | Mar 19 | 1 day | Rubenstein David M.Director | SSale | −500.0K | $46.68 | −$23.3M | −1.8%27.4M after | |
| Dec 12, 2025 (view filing) | Dec 10 | 2 days | Rubenstein David M.Director | SSale | −625.0K | $56.55 | −$35.3M | −2.2%28.0M after | |
| Aug 13, 2025 (view filing) | Aug 11-12 | 2 days | Ferguson Jeffrey W.General Counsel | SSale | −300.0K | $63.63 | −$19.1M | −28.5%753.3K after | 4 lots |
| Feb 20, 2025 (view filing) | Feb 18-19 | 2 days | Ferguson Jeffrey W.General Counsel | SSale | −250.0K | $53.06 | −$13.3M | −18.6%1.10M after | 2 lots |
| Nov 14, 2024 (view filing) | Nov 12 | 2 days | D'Aniello Daniel A.Director | SSale | −495.5K | $51.53 | −$25.5M | −100.0%0 after | 2 lots |
| Dec 19, 2023 (view filing) | Dec 15 | 4 days | Schwartz Harvey MChief Executive Officer | SSale | −295.4K | $41.74 | −$12.3M | −4.2%6.77M after | 10b5-1 |
| Aug 3, 2023 (view filing) | Aug 2 | 1 day | Finn ChristopherChief Operating Officer | SSale | −27.1K | $32.36 | −$875.9K | −2.8%955.6K after | |
| Aug 3, 2023 (view filing) | Aug 2 | 1 day | Buser Curtis L.Chief Financial Officer | SSale | −25.8K | $32.36 | −$835.8K | −2.1%1.22M after | |
| Aug 3, 2023 (view filing) | Aug 2 | 1 day | Larson Bruce M.Chief Human Resources Officer | SSale | −13.4K | $32.36 | −$434.0K | −3.2%403.1K after |
Top 10 13F holders, Q2 2026
The largest institutional positions in Carlyle Group Inc. at the end of Q2 2026; share changes are against Q1 2026.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| BlackRock, Inc. | 31,984,053 | $1.35B | 0.02% | +959,608+3.1% | Added |
| Harris Associates L PSuperinvestorHarris Associates (Oakmark) | 17,661,625 | $743.7M | 0.99% | +1,077,718+6.5% | Added |
| Vanguard Portfolio Management LLC | 11,830,112 | $498.2M | 0.02% | +10,562+0.1% | Added |
| Capital World Investors | 11,813,798 | $497.5M | 0.06% | −6,013,418−33.7% | Reduced |
| Vanguard Capital Management LLC | 11,464,474 | $482.8M | 0.01% | +70,803+0.6% | Added |
| Morgan Stanley | 9,993,408 | $420.8M | 0.02% | −179,037−1.8% | Reduced |
| State Street Corp | 9,891,982 | $416.6M | 0.01% | +211,112+2.2% | Added |
| Massachusetts Financial Services Co | 7,739,524 | $328.6M | 0.10% | +90,515+1.2% | Added |
| Alkeon Capital Management LLC | 5,941,316 | $250.2M | 0.96% | 00.0% | Unchanged |
| William Blair Investment Management, LLC | 5,914,905 | $249.1M | 0.75% | −386,204−6.1% | Reduced |