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All holdings

Carlyle Group

CG

Source: the SEC Form 13F filings of the managers we follow, latest for Q3 2026. How we use them

Managers holding
3
In their latest 13F (Q3 2026)
See who
Value held
$801m
Combined value at quarter end
Last quarter
1 bought
0 sold or trimmed
Price at Q2 ’26 end
$42.11
-13.0% in the quarter

Prices here are quarter-end prices implied by the 13F filings. Today’s price on Yahoo Finance

Share price change by quarter

+7.3%Q3 ’24
+17.3%Q4 ’24
-13.7%Q1 ’25
+17.9%Q2 ’25
+22.0%Q3 ’25
-5.7%Q4 ’25
-18.1%Q1 ’26
-13.0%Q2 ’26
Q3 ’24: +7.3%; Q4 ’24: +17.3%; Q1 ’25: -13.7%; Q2 ’25: +17.9%; Q3 ’25: +22.0%; Q4 ’25: -5.7%; Q1 ’26: -18.1%; Q2 ’26: -13.0%

Change in the quarter-end price implied by managers’ 13F filings, adjusted for stock splits. Excludes dividends.

Managers holding it, by quarter

2Q4 ’23
2Q1 ’24
2Q2 ’24
2Q3 ’24
4Q4 ’24
4Q1 ’25
3Q2 ’25
3Q3 ’25
3Q4 ’25
3Q1 ’26
3Q2 ’26
0Q3 ’26
Q4 ’23: 2; Q1 ’24: 2; Q2 ’24: 2; Q3 ’24: 2; Q4 ’24: 4; Q1 ’25: 4; Q2 ’25: 3; Q3 ’25: 3; Q4 ’25: 3; Q1 ’26: 3; Q2 ’26: 3; Q3 ’26: 0

Counts the managers on this site whose 13F for that quarter includes Carlyle Group.

Who holds it

Each manager’s latest 13F, sorted by how much of their portfolio it is. Changes are against their previous quarter.

Managers holding Carlyle Group
Harris Associates (Oakmark)1.0%$744m$744mAdded +6.5%7 qtrs
Markel Group0.4%$55.9m$55.9mUnchanged26 qtrs
Miller Value Partners0.4%$1.7m$1.7mUnchanged7 qtrs

Download the holders: CSV · JSON · Markdown

Directors buying and selling

Open-market trades by directors, officers and 10% holders over the last 12 months. How this works
From their Form 4 filings with the SEC. Grants, option exercises and shares sold to pay tax are left out.
Insider purchases and sales of Carlyle Group
Bought or soldFiling
11 Sep 2026Rubenstein David M.Director▼ Sold400,000$42.74$17.1mForm 4

About the company

Sector
Financials · Investment Advice
Incorporated in
Delaware
Financial year ends
31 December
Shares outstanding
356m at 4 Aug 2026
SEC filings
Annual reports and other filings on EDGAR

Revenue and profit

$4.4bn2013
$3.0bn2015
$3.7bn2017
$3.4bn2019
$8.8bn2021
$3.0bn2023
$4.8bn2025
2013: $4.4bn; 2014: $3.9bn; 2015: $3.0bn; 2016: $2.3bn; 2017: $3.7bn; 2018: $2.4bn; 2019: $3.4bn; 2020: $2.9bn; 2021: $8.8bn; 2022: $4.4bn; 2023: $3.0bn; 2024: $5.4bn; 2025: $4.8bn
Carlyle Group revenue and net income by year
YearRevenueNet income
2025$4.8bn$809m
2024$5.4bn$1.0bn
2023$3.0bn−$608m
2022$4.4bn$1.2bn
2021$8.8bn$3.0bn
2020$2.9bn$348m
2019$3.4bn$381m
2018$2.4bn$117m
2017$3.7bn$244m
2016$2.3bn$6.4m
2015$3.0bn−$18.4m
2014$3.9bn$85.8m
2013$4.4bn$104m

From the company’s XBRL financial statements filed with the SEC, for each financial year. Gaps mean the company didn’t report that figure in a standard form.