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The company

The Carlyle Group Inc.

CG · Nasdaq

FinancialsCapital Markets & Asset ManagementNot moving yet

CG stood above a rising 150-day average in 9 of the last 52 weekly readings, and has been out of that trend for the last 38 weeks. It is 20.2% below that average now. Capital Markets & Asset Management: 27% of its 97 stocks in an uptrend (−9 points in four weeks); Financials: 46% (−11 points in four weeks).

Statistics

Rotation
Not moving yet
Weeks in an uptrend
out for 38
Industry in uptrend
27% -9 in 4 wk
Insider buys, 12 months
$0
Insider sales, 12 months
$116.2M
Officials’ trades on record
21
Institutions holding
544 (-12)

In the rotation

Each square a week: lit when it closed above a rising 150-day average. 9 of 52 weeks.

17 Apr – 16 Oct
27%44%61%Apr 26Jun 26Jul 26Sep 26Oct 26

Capital Markets & Asset Management: A minority of its stocks are in an uptrend and the share has fallen sharply over four weeks. Financials: About half its stocks are in an uptrend and the share has fallen sharply over four weeks.

Money in and out

1 Nov 2024 – 1 Oct 2026
−$45.0M$0Nov 24May 25Nov 25Apr 26Oct 26

Open-market buys above the line and sales below, in dollars.

Congress and officials

21 disclosed lines: House 16, Senate 1, executive 4; 9 people.

WhoDidAmountTraded
Donald J. Trump Executive branch: Office of Government EthicsWhite House Officesold$1k–$15k23 Jun 2026filed 22 Aug 2026
Donald J. Trump Executive branch: Office of Government EthicsWhite House Officebought$1k–$15k23 Mar 2026filed 14 May 2026
Donald J. Trump Executive branch: Office of Government EthicsWhite House Officesold$1k–$15k4 Mar 2026filed 14 May 2026
Arjun Mody Executive branch: Office of Government EthicsSocial Security Administrationsold$1k–$15k30 Jan 2026filed 10 Apr 2026
Jefferson Shreve House: U.S. House ClerkIN06sold$50k–$100k12 May 2025filed 22 Jun 2025
Jefferson Shreve House: U.S. House ClerkIN06sold$15k–$50k17 Apr 2025filed 8 May 2025
Jefferson Shreve House: U.S. House ClerkIN06bought$50k–$100k7 Apr 2025filed 8 May 2025
Jefferson Shreve House: U.S. House ClerkIN06sold$15k–$50k5 Mar 2025filed 11 Apr 2025
Shri Thanedar House: U.S. House ClerkMI13sold$1k–$15k23 Jan 2023filed 9 Feb 2023
Shri Thanedar House: U.S. House ClerkMI13sold$15k–$50k23 Jan 2023filed 9 Feb 2023
Shri Thanedar House: U.S. House ClerkMI13sold$15k–$50k23 Jan 2023filed 9 Feb 2023
Thomas R. Suozzi House: U.S. House ClerkNY03sold$50k–$100k18 Nov 2021filed 1 Dec 2021

Insiders

Buy orders, 12 months0
Sale orders, 12 months3
Buyers · sellers0 · 1
WhoDidSharesTraded
David M. RubensteinDirectorsold400,000at $42.7411 Sep 2026filed 11 Sep 2026
David M. RubensteinDirectorsold500,000at $46.6819 Mar 2026filed 20 Mar 2026

Lines filed since 2 January 2026, newest first; every insider’s older lines are on their own page.

Institutions

Holders544-12 on the quarter
New · exited69 · 83
Reported value$9.1B

Quarter to 30 Jun 2026, against 31 Mar 2026; newest filing 31 Aug 2026.

ManagerSharesChange
BlackRock, Inc.added · filed 7 Aug 202631,984,053$1.3B+959,608+3.1%
HARRIS ASSOCIATES L Padded · filed 14 Aug 202617,661,625$743.7M+1,077,718+6.5%
VANGUARD PORTFOLIO MANAGEMENT LLCadded · filed 13 Aug 202611,830,112$498.2M+10,562+0.1%
Capital World Investorsreduced · filed 12 Aug 202611,813,798$497.5M-6,013,418−33.7%
VANGUARD CAPITAL MANAGEMENT LLCadded · filed 13 Aug 202611,464,474$482.8M+70,803+0.6%
MORGAN STANLEYreduced · filed 13 Aug 20269,993,408$420.8M-179,037−1.8%
STATE STREET CORPadded · filed 7 Aug 20269,891,982$416.6M+211,112+2.2%
MASSACHUSETTS FINANCIAL SERVICES COadded · filed 3 Aug 20267,739,524$328.6M+90,515+1.2%
ALKEON CAPITAL MANAGEMENT LLCunchanged · filed 14 Aug 20265,941,316$250.2M00.0%
WILLIAM BLAIR INVESTMENT MANAGEMENT, LLCreduced · filed 12 Aug 20265,914,905$249.1M-386,204−6.1%
31 Mar 2023 – 30 Jun 2026
332454576Mar 23Dec 23Dec 24Sep 25Jun 26

News

Everyone who traded it

David M. Rubenstein Company insiderDirector · last 11 Sep 20260 · 12
Charles Elliott Andrews Jr. Company insiderChief Accounting Officer · last 26 Aug 20260 · 4
Harvey M. Schwartz Company insiderChief Executive Officer · last 26 Aug 20260 · 1
Jeffrey Nedelman Company insiderCo-President · last 26 Aug 20260 · 0
John C. Redett Company insiderCo-President · last 26 Aug 20260 · 0
Justin Plouffe Company insiderChief Financial Officer · last 26 Aug 20260 · 0
Kate Elizabeth Heinzelman Company insiderGeneral Counsel · last 26 Aug 20260 · 0
Lindsay LoBue Company insiderChief Operating Officer · last 26 Aug 20260 · 0
Mark David Jenkins Company insiderCo-President · last 26 Aug 20260 · 0
Donald J. Trump Executive branchWhite House Office · last 23 Jun 20261 · 2
Jeffrey W. Ferguson Company insiderGeneral Counsel · last 28 May 20260 · 19
Afsaneh Mashayekhi Beschloss Company insiderDirector · last 1 May 20260 · 0

Same industry

MRX Marex GroupLeading+16%
WT WisdomTreeLeading+9%

Distance from each stock’s own 150-day average.

Government contracts

No federal award is tied to it.

From its SEC filings

Free cash flow marginFY 2025 · to 31 Dec 2025-70.6%
Cash conversionFY 2025 · to 31 Dec 2025-405%
Dividend growthFY 2025 · to 31 Dec 20250.0%
Share count trendFY 2025 · to 24 Feb 20261.1%
Cash and equivalentsFY 2025 · to 31 Dec 2025$2.0B
Free cash flowFY 2025 · to 31 Dec 2025−$3.4B

Analyst forecasts

No analyst forecasts yet.