The Carlyle Group
CG
37.80
-1.08
-2.78%
The Carlyle Group
US · CG
#1171 by market cap
Listed 1970
37.80
-1.08
-2.78%
Live - 5344 symbols - heartbeat 125s ago
· 2026-10-07 20:02
After-hours
37.80
0.00%
- Market cap
- 13.47B
- P/E (TTM)i
- 39.38
- P/Bi
- 2.57
- EPSi
- 2.18
- Div yieldi
- 3.70%
- 52W posi
- 1%
Reader sentiment
Are you bullish or bearish on CG?
Anonymous reader poll. Unscientific, not investment advice.
✦ Quant Ownership Signal how this is computed
Distributing
- Total institutional ownership fell 0.6 percentage points.
Institutional ownership
- Held by institutions
- 65.81% -0.55pp
- Institutions
- 690
- As of
- 2026/Q3 vs. prior period
Ownership vs. money flow
AlignedInstitutions trimmed shares last reporting period, and the stock has seen net outflows in main-fund flow over the last 20 trading sessions - the two line up.
Institutional ownership changes are reported quarterly with a lag; fund-flow data is daily. Treat this as a directional cross-check, not a precise timing signal.
Holder types
Mutual Fund53.47%
Individual/Insider27.37%
Hedge Fund4.45%
Public Company4.10%
Sovereign Wealth Fund1.04%
Government Pension Fund0.92%
Private Company0.84%
Insurance Company0.44%
VC/PE Fund0.23%
Other7.13%
Top holders
Daniel D'Aniello
9.12%
BlackRock
8.98%
William Conway
7.58%
David Rubenstein
7.55%
Harris Associates L.P.
4.96%
Vanguard Capital Management, LLC
3.68%
Vanguard Portfolio Management, LLC
3.32%
Capital Research
3.32%
State Street Global Advisors
2.78%
Morgan Stanley
2.26%
Bar length is relative to the largest holder shown here, not to 100% of the company.
Insiders
50 filings tracked · 35 buys · 15 sells
| Name | Role | Stake |
|---|---|---|
| Daniel D'Aniello | Former Chairperson | 9.12% |
| William Conway | Co-Founder & Non-Executive Co-Chairman | 7.58% |
| David Rubenstein | Co-Founder & Non-Executive Co-Chairman | 7.55% |
| Harvey Schwartz | Chief Executive Officer | 1.48% |
| Jeffrey Nedelman | Global Head of Distribution | 0.45% |
| Mark Jenkins | MD & Head of Global Credit | 0.40% |
| Justin Plouffe | Co-Head of Structured Credit Fund, Partner of Global Credit & MD | 0.24% |
| Jeffrey Ferguson | MD & General Counsel | 0.16% |
| John Redett | CFO & Head of Corporate Strategy | 0.11% |
| James Hance | Operating Executive & Director | 0.09% |
Insider transactions most recent Form 4 filings
| Date | Name | Role | Type | Shares | Price |
|---|---|---|---|---|---|
| 2026-09-10 | David Rubenstein | Co-Founder & Non-Executive Co-Chairman | Other Disposition | -100,000 | -- |
| 2026-09-10 | David Rubenstein | Co-Founder & Non-Executive Co-Chairman | Open Market Disposition | -400,000 | $42.74 |
| 2026-08-25 | Mark Jenkins | MD & Head of Global Credit | Other Acquisition | +6,264 | -- |
| 2026-08-25 | John Redett | CFO & Head of Corporate Strategy | Other Acquisition | +8,302 | -- |
| 2026-08-25 | Harvey Schwartz | Chief Executive Officer | Other Acquisition | +19,240 | -- |
| 2026-08-25 | Justin Plouffe | Co-Head of Structured Credit Fund, Partner of Global Credit & MD | Other Acquisition | +3,769 | -- |
| 2026-08-25 | Lindsay Lobue | Managing Director & Partner | Other Acquisition | +2,657 | -- |
| 2026-08-25 | Jeffrey Nedelman | Global Head of Distribution | Other Acquisition | +6,615 | -- |
| 2026-08-25 | Charles Andrews | Chief Accounting Officer | Other Acquisition | +304 | -- |
| 2026-08-25 | Kate Heinzelman | General Counsel | Other Acquisition | +78 | -- |
| 2026-07-31 | Mark Jenkins | MD & Head of Global Credit | Sale to Issuer | -124,793 | $46.02 |
| 2026-07-31 | John Redett | CFO & Head of Corporate Strategy | Sale to Issuer | -124,558 | $46.02 |
| 2026-07-31 | Justin Plouffe | Co-Head of Structured Credit Fund, Partner of Global Credit & MD | Sale to Issuer | -62,533 | $46.02 |
| 2026-07-31 | Lindsay Lobue | Managing Director & Partner | Sale to Issuer | -18,284 | $46.02 |
| 2026-07-31 | Jeffrey Nedelman | Global Head of Distribution | Sale to Issuer | -43,081 | $46.02 |
| 2026-07-31 | Charles Andrews | Chief Accounting Officer | Sale to Issuer | -12,364 | $46.02 |
| 2026-07-31 | Kate Heinzelman | General Counsel | Other Acquisition | +11,031 | -- |
| 2026-05-27 | Jeffrey Ferguson | MD & General Counsel | Other Acquisition | +1,274 | -- |
| 2026-05-27 | Mark Jenkins | MD & Head of Global Credit | Other Acquisition | +7,634 | -- |
| 2026-05-27 | John Redett | CFO & Head of Corporate Strategy | Other Acquisition | +10,830 | -- |
Form 4 filings, most recent per company. "Other Derivative Acquisition" rows are mostly RSU/option vesting, not open-market buying - the Type column says which.
Quote time 2026-10-07 20:02:22 · For reference only, not investment advice and not tailored to your situation.