The Carlyle Group Inc. CG NASDAQ

NASDAQ Global Select • Financial Services • Asset Management • US • USD

SharesGrow Score

76/100

4/7 Pass

SharesGrow Intrinsic Value

The Carlyle Group Inc. (CG) has 20 known insider and institutional holders on record. The largest holder is CP VI Eagle Holdings, L.P. with 172,897,387 shares. Other notable holders include Carlyle Group Management L.L.C. and TCG Financial Services, L.P..

Over the last 12 months, insiders have made 64 transactions in CG stock — 34 buys (valued at RSU Award) and 4 sells (valued at $66.6M). Insider buying has outpaced selling during this period, which may signal confidence in the company's prospects.

CG Insider Ownership

Top Holder

CP VI Eagle Holdings, L.P.

172,897,387 shares

Buys (12 mo)

$0.00 value

Sells (12 mo)

$66.6M value

12-Month Transaction Activity

Buy 53%

Sell 6%

Top Insider Holders

#	Name	Role	Shares Owned	Last Filed	Relative Size
1	Cp Vi Eagle Holdings, L.p.	10 Percent Owner	172,897,387	2019-02-11	100%
2	Carlyle Group Management L.l.c.	10 Percent Owner	143,406,000	2021-01-27	83%
3	Tcg Financial Services, L.p.	10 Percent Owner	42,398,583	2012-09-28	25%
4	D'aniello Daniel A.	Director	32,487,102	2021-11-24	19%
5	Tc Group Iv, L.p.	10 Percent Owner	29,330,184	2013-08-15	17%
6	Rubenstein David M.	Director	27,399,644	2026-03-20	16%
7	Conway William E Jr	Director	26,999,644	2025-09-05	16%
8	Falcon Aerospace Holdings, Llc	10 Percent Owner	23,330,184	2014-06-10	13%
9	Cagp, Ltd.	10 Percent Owner	8,248,233	2014-11-07	5%
10	Youngkin Glenn A.	Co-chief Executive Officer	8,172,695	2020-08-05	5%
11	Ross Financial Corp	10 Percent Owner	5,321,700	2004-05-19	3%
12	Schwartz Harvey M	Chief Executive Officer	5,233,379	2026-02-20	3%
13	Clare Peter J	See Remarks.	5,160,798	2023-02-09	3%
14	Cg Subsidiary Holdings L.l.c.	10 Percent Owner	4,785,628	2023-09-14	3%
15	Carlyle Financial Services Harbor, L.p.	10 Percent Owner	2,769,312	2015-06-11	2%
16	Lee Kewsong	Chief Executive Officer	2,198,726	2022-05-02	1%
17	Finn Christopher	Chief Operating Officer	1,917,572	2024-05-23	1%
18	Redett John C.	Co-president	1,857,426	2026-02-20	1%
19	Nedelman Jeffrey	Co-president	1,638,212	2026-02-20	1%
20	Jenkins Mark David	Co-president	1,526,373	2026-02-20	1%

Recent Transactions (last 12 months)

Date	Name	Role	Type	Shares	Price	Value
2026-03-19	Rubenstein David M.	Director	Informative Sell	500,000	$46.68	$23.34M
2026-02-20	Lobue Lindsay	Chief Operating Officer	RSU Award	2,625	-	-
2026-02-20	Nedelman Jeffrey	Co-president	RSU Award	6,507	-	-
2026-02-20	Andrews Charles Elliott Jr.	Chief Accounting Officer	RSU Award	343	-	-
2026-02-20	Jenkins Mark David	Co-president	RSU Award	6,424	-	-
2026-02-20	Plouffe Justin	Chief Financial Officer	RSU Award	3,431	-	-
2026-02-20	Redett John C.	Co-president	RSU Award	9,114	-	-
2026-02-20	Schwartz Harvey M	Chief Executive Officer	RSU Award	17,457	-	-
2026-02-20	Ferguson Jeffrey W.	General Counsel	RSU Award	1,070	-	-
2026-02-14	Schwartz Harvey M	Chief Executive Officer	Tax Withholding of RSU	134,812	$54.49	$7.35M
2026-02-06	Lobue Lindsay	Chief Operating Officer	Tax Withholding of RSU	75,033	$55.41	$4.16M
2026-02-06	Nedelman Jeffrey	Co-president	Tax Withholding of RSU	92,352	$55.41	$5.12M
2026-02-06	Andrews Charles Elliott Jr.	Chief Accounting Officer	Tax Withholding of RSU	6,354	$55.41	$352.08K
2026-02-06	Jenkins Mark David	Co-president	Tax Withholding of RSU	46,176	$55.41	$2.56M
2026-02-06	Plouffe Justin	Chief Financial Officer	Tax Withholding of RSU	46,176	$55.41	$2.56M
2026-02-06	Redett John C.	Co-president	Tax Withholding of RSU	86,781	$55.41	$4.81M
2026-02-06	Ferguson Jeffrey W.	General Counsel	Tax Withholding of RSU	937	$55.41	$51.92K
2026-02-01	Lobue Lindsay	Chief Operating Officer	Tax Withholding of RSU	2,128	$58.78	$125.08K
2026-02-01	Nedelman Jeffrey	Co-president	Tax Withholding of RSU	6,092	$58.78	$358.09K
2026-02-01	Andrews Charles Elliott Jr.	Chief Accounting Officer	Tax Withholding of RSU	1,084	$58.78	$63.72K
2026-02-01	Jenkins Mark David	Co-president	Tax Withholding of RSU	5,812	$58.78	$341.63K
2026-02-01	Plouffe Justin	Chief Financial Officer	Tax Withholding of RSU	2,792	$58.78	$164.11K
2026-02-01	Redett John C.	Co-president	Tax Withholding of RSU	2,926	$58.78	$171.99K
2026-02-01	Schwartz Harvey M	Chief Executive Officer	Tax Withholding of RSU	578,862	$58.78	$34.03M
2026-02-01	Ferguson Jeffrey W.	General Counsel	Tax Withholding of RSU	503	$58.78	$29.57K