Follow-The-Filings

Security

CG

Carlyle Group Inc. · COM

Equity holders as of 2026 Q1 (each manager’s latest book)

14 owners 3 new 4 exits max 2.2% (John Rogers - Ariel Inves...)

grid → activity →
owners 14
max % 2.2%
tracked value $5.2B
qoq N 3 A 5 R 2 E 4

holders

sorted by % of portfolio · long equity only · exits show last held size

manager % port activity shares value history
John Rogers - Ariel Investments, LLC 2026 Q1 2.2% Add -0.37 pp 3,981,757 $193M hist
Bill Nygren / Oakmark - Harris Associates L P 2026 Q1 1.1% Add -0.07 pp 16,583,907 $802M hist
Bill Miller - Miller Value Partners, LLC 2026 Q1 0.5% — 40,000 $1.9B hist
Israel Englander - Millennium Management LLC 2026 Q1 0.1% Reduce -0.07 pp 6,803,055 $329M hist
George Soros - Soros Fund Management LLC 2026 Q1 0.1% New 0.1% 244,985 $12M hist
Norges Bank 2025 Q4 stale 0.0% Exit -0.03 pp 4,876,621 $288M hist
Vanguard Group Inc. 2025 Q4 stale 0.0% Add 0.00 pp 26,368,246 $1.6B hist
Natixis Advisors, LLC 2026 Q1 0.0% Reduce -0.01 pp 324,821 $16M hist
Ron Baron - Bamco Inc. /NY/ (Baron Capital) 2026 Q1 0.0% — 157,000 $8M hist
Cliff Asness - Aqr Capital Management LLC 2026 Q1 0.0% Add 0.00 pp 281,176 $14M hist
Steve Cohen - Point72 Asset Management, L.P. 2026 Q1 0.0% New 0.0% 203,000 $10M hist
Renaissance Technologies LLC 2026 Q1 0.0% New 0.0% 136,700 $7M hist
Joel Greenblatt - Gotham Asset Management, LLC 2026 Q1 0.0% — 43,467 $2M hist
D. E. Shaw & Co., Inc. 2026 Q1 0.0% Add 0.00 pp 17,529 $848 hist
Marshall Wace - Marshall Wace, LLP exited 2026 Q1 last 2025 Q4 0.0% Exit -0.04 pp 742,257 $44M hist
Dmitry Balyasny - Balyasny Asset Management L.P. exited 2026 Q1 last 2025 Q4 0.0% Exit -0.02 pp 226,712 $13M hist
Ken Griffin - Citadel Advisors LLC exited 2026 Q1 last 2025 Q4 0.0% Exit 0.00 pp 219,275 $13M hist
Ancora Advisors LLC exited 2026 Q1 last 2025 Q4 0.0% Exit 0.00 pp 1,533 $91 hist

14 current · 4 exited last period · options excluded

financials

US-GAAP annual · as tagged in Form 10-K · fiscal years · values link to the SEC filing

Income statement

Metric FY2023 FY2024 FY2025
Revenue $2.96B $5.43B $4.78B
Gross profit — — —
Gross margin — — —
Net income -$608.4M $1.02B $808.7M
Net margin * -20.5% 18.8% 16.9%

Balance sheet

Metric FY2023 FY2024 FY2025
Total current assets — — —
Total non-current assets — — —
Total assets $21.18B $23.1B $29.12B
Total current liabilities — — —
Total non-current liabilities — — —
Total equity $5.78B $6.35B $7.06B

Cash flow

Metric FY2023 FY2024 FY2025
Cash from operations $204.9M -$759.5M -$3.28B
Cash from investing -$43.6M -$77.6M -$99.4M
Cash from financing -$99.6M $682.8M $3.99B
Net change in cash $80.6M -$175.6M $707.1M

Source: SEC companyfacts (US-GAAP 10-K) · * = computed (not a single XBRL tag) · fiscal year as labeled by the issuer · not adjusted or audited by Follow-The-Filings

ownership over time

filing count by report period · click a bar for that quarter’s holders