Carlyle Group Inc.
Total Trades
48
Buys
0
Sells
31
Largest Trade
N/A
Insiders
8
Institutional Funds
550
Inst. Value
$1M+
Activist Filings
22
Insider Trades
| Insider | Title | Type | Value | Shares | Price | Date |
|---|---|---|---|---|---|---|
| Rubenstein David M. | Director | SELL | $1M+ | 625K | $56.55 | Dec 12, 2025 |
| Ferguson Jeffrey W. | General Counsel | SELL | $1M+ | 250K | $53.06 | Feb 20, 2025 |
| D'Aniello Daniel A. | Director | SELL | $1M+ | 496K | $51.53 | Nov 14, 2024 |
| Finn Christopher | COO | SELL | $500K+ | 27K | $32.36 | Aug 3, 2023 |
| Buser Curtis L. | CFO | SELL | $500K+ | 26K | $32.36 | Aug 3, 2023 |
| Larson Bruce M. | CHRO | SELL | $100K–$500K | 13K | $32.36 | Aug 3, 2023 |
| Andrews Charles Elliott Jr. | Chief Accounting O… | SELL | $100K–$500K | 7K | $32.36 | Aug 3, 2023 |
| Ferguson Jeffrey W. | General Counsel | SELL | $100K–$500K | 12K | $32.36 | Aug 3, 2023 |
| Larson Bruce M. | CHRO | SELL | $500K+ | 19K | $36.10 | Feb 9, 2023 |
| Larson Bruce M. | CHRO | GRANT | N/A | 43K | — | Feb 9, 2023 |
| Buser Curtis L. | CFO | SELL | $500K+ | 19K | $36.10 | Feb 9, 2023 |
| Buser Curtis L. | CFO | GRANT | N/A | 43K | — | Feb 9, 2023 |
| Ferguson Jeffrey W. | General Counsel | SELL | $100K–$500K | 12K | $36.10 | Feb 9, 2023 |
| Ferguson Jeffrey W. | General Counsel | GRANT | N/A | 27K | — | Feb 9, 2023 |
| Finn Christopher | COO | GRANT | N/A | 43K | — | Feb 9, 2023 |
| Finn Christopher | COO | SELL | $500K+ | 21K | $36.10 | Feb 9, 2023 |
| Finn Christopher | COO | SELL | $100K–$500K | 11K | $36.36 | Feb 3, 2023 |
| Finn Christopher | COO | GRANT | N/A | 140K | — | Feb 3, 2023 |
| Buser Curtis L. | CFO | SELL | $100K–$500K | 10K | $36.36 | Feb 3, 2023 |
| Buser Curtis L. | CFO | GRANT | N/A | 140K | — | Feb 3, 2023 |
| Ferguson Jeffrey W. | General Counsel | GRANT | N/A | 159K | — | Feb 3, 2023 |
| Ferguson Jeffrey W. | General Counsel | SELL | $100K–$500K | 7K | $36.36 | Feb 3, 2023 |
| Larson Bruce M. | CHRO | GRANT | N/A | 214K | — | Feb 3, 2023 |
| Larson Bruce M. | CHRO | SELL | $100K–$500K | 10K | $36.36 | Feb 3, 2023 |
| Ferguson Jeffrey W. | General Counsel | SELL | $100K–$500K | 9K | $37.85 | Aug 2, 2022 |
| Buser Curtis L. | CFO | SELL | $1M+ | 39K | $37.85 | Aug 2, 2022 |
| Larson Bruce M. | CHRO | SELL | $100K–$500K | 9K | $37.85 | Aug 2, 2022 |
| Finn Christopher | COO | SELL | $1M+ | 34K | $37.85 | Aug 2, 2022 |
| Andrews Charles Elliott Jr. | Chief Accounting O… | SELL | $100K–$500K | 5K | $37.85 | Aug 2, 2022 |
| LEE KEWSONG | CEO | SELL | $1M+ | 359K | $48.90 | Feb 11, 2022 |
| LEE KEWSONG | CEO | GRANT | N/A | 1.3M | — | Feb 11, 2022 |
| Buser Curtis L. | CFO | GRANT | N/A | 155K | — | Feb 11, 2022 |
| Buser Curtis L. | CFO | SELL | $1M+ | 72K | $48.90 | Feb 11, 2022 |
| Ferguson Jeffrey W. | General Counsel | GRANT | N/A | 72K | — | Feb 11, 2022 |
| Ferguson Jeffrey W. | General Counsel | SELL | $1M+ | 33K | $48.90 | Feb 11, 2022 |
| Larson Bruce M. | CHRO | SELL | $500K+ | 11K | $48.90 | Feb 11, 2022 |
| Larson Bruce M. | CHRO | GRANT | N/A | 23K | — | Feb 11, 2022 |
| Finn Christopher | COO | SELL | $1M+ | 77K | $48.90 | Feb 11, 2022 |
| Finn Christopher | COO | GRANT | N/A | 155K | — | Feb 11, 2022 |
| LEE KEWSONG | CEO | SELL | $1M+ | 125K | $52.25 | Feb 3, 2022 |
| Buser Curtis L. | CFO | GRANT | N/A | 32K | — | Feb 3, 2022 |
| Buser Curtis L. | CFO | SELL | $500K+ | 10K | $52.25 | Feb 3, 2022 |
| Larson Bruce M. | CHRO | SELL | $500K+ | 10K | $52.25 | Feb 3, 2022 |
| Larson Bruce M. | CHRO | GRANT | N/A | 32K | — | Feb 3, 2022 |
| Finn Christopher | COO | SELL | $500K+ | 11K | $52.25 | Feb 3, 2022 |
| Finn Christopher | COO | GRANT | N/A | 32K | — | Feb 3, 2022 |
| Ferguson Jeffrey W. | General Counsel | SELL | $100K–$500K | 7K | $52.25 | Feb 3, 2022 |
| Ferguson Jeffrey W. | General Counsel | GRANT | N/A | 18K | — | Feb 3, 2022 |
Institutional Ownership
13F filings as of Dec 31, 2025 · 550 funds holding
| Fund | Shares | Value | Type |
|---|---|---|---|
| Capital World Investors | 20.0M | $1M+ | SH |
| STATE STREET CORP | 9.5M | $1M+ | SH |
| WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC | 7.1M | $1M+ | SH |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | 6.0M | $1M+ | SH |
| NORGES BANK | 4.9M | $1M+ | SH |
| GEODE CAPITAL MANAGEMENT, LLC | 4.1M | $1M+ | SH |
| Beutel, Goodman & Co Ltd. | 2.4M | $1M+ | SH |
| DIMENSIONAL FUND ADVISORS LP | 2.2M | $1M+ | SH |
| Capital International Investors | 1.7M | $1M+ | SH |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 1.1M | $1M+ | SH |
| GOLDMAN SACHS GROUP INC | 1.0M | $1M+ | SH |
| Davis Asset Management, L.P. | 1.0M | $1M+ | SH |
| LPL Financial LLC | 930K | $1M+ | SH |
| ALGEBRIS (UK) LTD | 853K | $1M+ | SH |
| ALGEBRIS (UK) LTD | 853K | $1M+ | SH |
| JANE STREET GROUP, LLC | 783K | $1M+ | SH (Call) |
| FRANKLIN STREET ADVISORS INC /NC | 724K | $1M+ | SH |
| MARSHALL WACE, LLP | 705K | $1M+ | SH |
| RHUMBLINE ADVISERS | 703K | $1M+ | SH |
| PRIVATE MANAGEMENT GROUP INC | 664K | $1M+ | SH |
Activist & 5%+ Owners
SC 13D/13G filings — investors holding 5%+ of outstanding shares
SC 13G · Aug 13, 2025
5.6%
20.1M shares
SC 13G/A · May 13, 2025
4.9%
17.8M shares
SC 13G/A · Apr 17, 2025
8.1%
29.2M shares
SC 13G/A · Apr 17, 2025
9.0%
32.5M shares
SC 13G/A · Apr 17, 2025
8.3%
30.0M shares
Carlyle Group Management L.L.C.
SC 13D/A · Apr 17, 2025
0.0%
0 shares
Carlyle Group Management L.L.C.
SC 13D/A · Nov 15, 2024
37.4%
133.9M shares
SC 13G/A · Nov 8, 2024
6.1%
21.8M shares
SC 13G/A · Oct 24, 2024
6.1%
21.8M shares
Carlyle Group Management L.L.C.
SC 13D/A · Mar 5, 2024
39.0%
140.8M shares
The Vanguard Group - 23-1945930
SC 13G/A · Feb 13, 2024
6.9%
24.9M shares
Morgan Stanley I.R.S. # 36-3145972
SC 13G/A · Feb 12, 2024
2.9%
10.5M shares
Capital World Investors 95-1411037
SC 13G · Feb 9, 2024
5.5%
20.0M shares
SC 13G · Jan 25, 2024
8.6%
31.2M shares
Carlyle Group Management L.L.C.
SC 13D/A · Oct 6, 2023
41.0%
148.0M shares
Capital World Investors 95-1411037
SC 13G/A · Feb 13, 2023
0.6%
2.2M shares
SC 13G/A · Feb 10, 2023
8.1%
29.2M shares
Carlyle Group Management L.L.C.
SC 13D/A · Jun 14, 2022
42.1%
152.1M shares
SC 13G/A · Feb 11, 2022
8.8%
31.2M shares
SC 13G/A · Feb 11, 2022
9.0%
32.0M shares
SC 13G/A · Feb 11, 2022
9.3%
33.0M shares
Capital World Investors 95-1411037
SC 13G · Feb 11, 2022
5.4%
19.3M shares