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CG Carlyle Group Inc.

Financials, filed as CARLYLE GROUP INC (COM), Equity As of 2026 Q2 among managers we track Quote on Google Finance, opens in a new tab

Bought by 2 managers in 2026 Q2, sold by 2

  • 5 Owners
  • Max 1.9%
  • $1B
  • 2 add 1 reduce 1 exit

In 2026 Q2 John Rogers and Bill Nygren / Oakmark added to Carlyle Group, George Soros trimmed, and Ron Baron sold out.

Who owns this now

Largest portfolio weights among holders, up to 1.9% (John Rogers, Ariel Investments). Not free-float ownership.

  1. John Rogers Add 1.9%
  2. Bill Nygren / Oakmark Add 0.99%
  3. Thomas Gayner 0.43%
  4. Bill Miller 0.40%
  5. George Soros Reduce 0.12%

Who owns CG

Sorted by value, long equity only, as of 2026 Q2.

History
Bill Nygren / Oakmark, Harris Associates L P 0.99% Add +6.5% 17,661,625 $744M History
John Rogers, Ariel Investments 1.9% Add +14.2% 4,548,683 $192M History
Thomas Gayner, Markel Group 0.43% Hold 1,327,000 $56M History
George Soros, Soros Fund Management 0.12%, was 0.13% Reduce −7.4% 226,767 $9.5M History
Bill Miller, Miller Value Partners 0.40% Hold 40,000 $1.7M History
Ron Baron, Bamco Inc. (Baron Capital) exited 2026 Q2 Last 2026 Q1 0.02% Exit −0.02% 157,000 $7.6M History

5 current, 1 exited last period, options excluded

Weight bar: held both quarters added sold at this quarter’s reported price

Insider trades

Open-market buys and sales by CG's executives, directors and 10% owners in the last 12 months, from their Form 4s

All CG insider trades
  • None no insider bought on the open market
  • $75.8M sold by 1 insider outside a trading plan
  • None no planned (10b5-1) sales
  1. David M. Rubenstein Director
    Sale
    $17.1M 400,000 shares at $42.74 1.5% of stake
    Traded Sep 11 Filed Sep 11
    ↗
  2. David M. Rubenstein Director
    Sale
    $23.3M 500,000 shares at $46.68 1.8% of stake
    Traded Mar 19 Filed Mar 20
    ↗
  3. David M. Rubenstein Director
    Sale
    $35.3M 625,000 shares at $56.55 2.2% of stake
    Traded Dec 10, 2025 Filed Dec 12, 2025
    ↗

Also filed in the last 12 months, not counted as buying or selling: 57 stock grants, 23 share withholdings for taxes, and 5 gifts.

Congress

1 member of Congress traded CG in the last three years: 1 buy and 3 sales. 1 member listed it in 2025 annual reports.

All Congress trades
  1. Jefferson Shreve R-IN-6 Sell $50K–$100K May 12, 2025 filed Jun 22, 2025
  2. Jefferson Shreve R-IN-6 Partial sale $15K–$50K Apr 17, 2025 filed May 8, 2025
  3. Jefferson Shreve R-IN-6 Buy $50K–$100K Apr 7, 2025 filed May 8, 2025
  4. Jefferson Shreve R-IN-6 Sell $15K–$50K Mar 5, 2025 filed Apr 11, 2025

SEC filings

Recent issuer filings from EDGAR, 12 shown.

Filed Form Detail Links
SCHEDULE 13G/A — Filing Doc
10-Q Filing Doc
8-K 2.02,9.01 Filing Doc
SCHEDULE 13G/A — Filing Doc
SCHEDULE 13G/A — Filing Doc
8-K 5.02,5.07,9.01 Filing Doc
8-K 5.02,7.01,9.01 Filing Doc
SCHEDULE 13G/A — Filing Doc
SCHEDULE 13G/A — Filing Doc
SCHEDULE 13G/A — Filing Doc
10-Q Filing Doc
8-K 2.02,9.01 Filing Doc

Source: SEC EDGAR submissions, updated 12 days ago. All on EDGAR

Financials

US-GAAP annual figures by fiscal year, as tagged in Form 10-K. Each value links to its SEC filing.

Income statement

Metric FY2023 FY2024 FY2025
Revenue $2.96B $5.43B $4.78B
Net income -$0.608B $1.02B $0.809B
Net margin * -20.5% 18.8% 16.9%

Balance sheet

Metric FY2023 FY2024 FY2025
Total assets $21.18B $23.1B $29.12B
Total equity $5.78B $6.35B $7.06B

Cash flow

Metric FY2023 FY2024 FY2025
Cash from operations $0.205B -$0.76B -$3.28B
Cash from investing -$43.6M -$77.6M -$99.4M
Cash from financing -$0.1B $0.683B $3.99B
Net change in cash $80.6M -$175.6M $707.1M

Source: SEC companyfacts (US-GAAP 10-K). A * marks a computed figure, not a single XBRL tag. Fiscal years are as the issuer labels them. Follow The Filings does not adjust or audit these figures.

Ownership over time

13Fs that reported it each quarter. Click a bar for that quarter’s holders.