CG Smart Money
The Carlyle Group Inc.
1W: +3.3%
1M: -2.5%
3M: -13.8%
YTD: -36.3%
1Y: -33.7%
3Y: +48.9%
5Y: -16.4%
$38.53
-0.22 (-0.57%)
Pre-Market: $37.97 (-0.56, -1.45%)
Weekly Expected Move ±4.8%
$35
$37
$39
$40
$42
Credit Risk of going bust: not rated, financial company (lending is its business) Bonds: $66.0M held by 90 funds, 106 bp over Treasuries → details ▾
Not rated: lending and leverage are a financial company's business, which the model misreads.
Bond figures are fund-reported marks (SEC N-PORT) as of Jul 2026. How these are computed.
Bond figures are fund-reported marks (SEC N-PORT) as of Jul 2026. How these are computed.
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🏦 Institutional Activity
Latest: Q2 2026666
Institutions Holding
-31 vs prior
67.1%
Ownership
-9.17%
67
New
226
Increased
279
Reduced
77
Closed
👔 Insider Trades
25 records| Date | Name | Title | Type | Shares | Price | Value | Filing |
|---|---|---|---|---|---|---|---|
| 2026-09-11 | Rubenstein David M. | director | S-Sale | 400,000 | $42.74 | $17.1M | Filing |
| 2026-09-11 | Rubenstein David M. | director | G-Gift | 100,000 | $— | $0 | Filing |
| 2026-08-26 | SCHWARTZ HARVEY M | officer: chief executive officer | A-Grant/Award | 19,240 | $— | $0 | Filing |
| 2026-08-26 | LoBue Lindsay | officer: chief operating officer | A-Grant/Award | 2,657 | $— | $0 | Filing |
| 2026-08-26 | Jenkins Mark David | officer: co-president | A-Grant/Award | 6,264 | $— | $0 | Filing |
| 2026-08-26 | Nedelman Jeffrey | officer: co-president | A-Grant/Award | 6,615 | $— | $0 | Filing |
| 2026-08-26 | Heinzelman Kate Elizabeth | officer: general counsel | A-Grant/Award | 78 | $— | $0 | Filing |
| 2026-08-26 | Andrews Charles Elliott Jr. | officer: chief accounting officer | A-Grant/Award | 304 | $— | $0 | Filing |
| 2026-08-26 | Plouffe Justin | officer: chief financial officer | A-Grant/Award | 3,769 | $— | $0 | Filing |
| 2026-08-26 | Redett John C. | officer: co-president | A-Grant/Award | 8,302 | $— | $0 | Filing |
| 2026-08-01 | Heinzelman Kate Elizabeth | officer: general counsel | A-Grant/Award | 11,031 | $— | $0 | Filing |
| 2026-08-01 | Redett John C. | officer: co-president | F-Tax Withholding | 124,558 | $46.02 | $5.7M | Filing |
| 2026-08-01 | Plouffe Justin | officer: chief financial officer | F-Tax Withholding | 62,533 | $46.02 | $2.9M | Filing |
| 2026-08-01 | Jenkins Mark David | officer: co-president | F-Tax Withholding | 124,793 | $46.02 | $5.7M | Filing |
| 2026-08-01 | Andrews Charles Elliott Jr. | officer: chief accounting officer | F-Tax Withholding | 12,364 | $46.02 | $569K | Filing |
| 2026-08-01 | Nedelman Jeffrey | officer: co-president | F-Tax Withholding | 43,081 | $46.02 | $2.0M | Filing |
| 2026-08-01 | LoBue Lindsay | officer: chief operating officer | F-Tax Withholding | 18,284 | $46.02 | $841K | Filing |
| 2026-05-28 | Nedelman Jeffrey | officer: co-president | A-Grant/Award | 7,733 | $— | $0 | Filing |
| 2026-05-28 | Plouffe Justin | officer: chief financial officer | A-Grant/Award | 4,077 | $— | $0 | Filing |
| 2026-05-28 | Ferguson Jeffrey W. | officer: general counsel | A-Grant/Award | 1,274 | $— | $0 | Filing |
| 2026-05-28 | SCHWARTZ HARVEY M | officer: chief executive officer | A-Grant/Award | 20,743 | $— | $0 | Filing |
| 2026-05-28 | Redett John C. | officer: co-president | A-Grant/Award | 10,830 | $— | $0 | Filing |
| 2026-05-28 | Andrews Charles Elliott Jr. | officer: chief accounting officer | A-Grant/Award | 409 | $— | $0 | Filing |
| 2026-05-28 | Jenkins Mark David | officer: co-president | A-Grant/Award | 7,634 | $— | $0 | Filing |
| 2026-05-28 | LoBue Lindsay | officer: chief operating officer | A-Grant/Award | 3,120 | $— | $0 | Filing |
🏛️ Congressional Trades
22 records| Date | Politician | Chamber | Type | Amount | Filing |
|---|---|---|---|---|---|
| 2025-05-11 | Jefferson Shreve | House | Sell | $50,001 - $100,000 | Filing |
| 2025-04-16 | Jefferson Shreve | House | Sell | $15,001 - $50,000 | Filing |
| 2025-04-06 | Jefferson Shreve | House | Buy | $50,001 - $100,000 | Filing |
| 2025-03-04 | Jefferson Shreve | House | Sell | $15,001 - $50,000 | Filing |
| 2025-01-10 | Dave McCormick | Senate | Buy | $250,001 - $500,000 | Filing |
| 2025-01-10 | Dave McCormick | Senate | Buy | $250,001 - $500,000 | Filing |
| 2023-01-23 | Shri Thanedar | House | Sell | $1,001 - $15,000 | Filing |
| 2023-01-23 | Shri Thanedar | House | Sell | $15,001 - $50,000 | Filing |
| 2023-01-23 | Shri Thanedar | House | Sell | $15,001 - $50,000 | Filing |
| 2022-07-19 | Ro Khanna | House | Sell | $1,001 - $15,000 | Filing |
| 2022-06-27 | Ro Khanna | House | Sell | $1,001 - $15,000 | Filing |
| 2022-05-23 | Ro Khanna | House | Buy | $1,001 - $15,000 | Filing |
| 2022-05-10 | Ro Khanna | House | Buy | $1,001 - $15,000 | Filing |
| 2022-05-05 | Ro Khanna | House | Buy | $1,001 - $15,000 | Filing |
| 2022-02-17 | Ro Khanna | House | Sell | $1,001 - $15,000 | Filing |
| 2021-11-18 | Thomas Suozzi | House | Sell | $50,001 - $100,000 | Filing |
| 2021-10-20 | Thomas Suozzi | House | Buy | $50,001 - $100,000 | Filing |
| 2021-05-26 | Dwight Evans | House | Sell | $1,001 - $15,000 | Filing |
| 2020-09-04 | Dwight Evans | House | Buy | $1,001 - $15,000 | Filing |
| 2020-03-02 | Dwight Evans | House | Buy | $1,001 - $15,000 | Filing |
| 2019-04-15 | Dwight Evans | House | Buy | $1,001 - $15,000 | Filing |
| 2013-04-29 | John Hoeven | Senate | Buy | $100,001 - $250,000 | Filing |
🏦 Top Institutional Holders
20 holders| Holder | Shares | Value | Date Reported | Filing | |
|---|---|---|---|---|---|
| BlackRock, Inc. | 31,984,053 | $1.3B | +959,608 | 2026-06-30 | Filing |
| HARRIS ASSOCIATES L P | 17,661,625 | $744M | +1,077,718 | 2026-06-30 | Filing |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 11,830,112 | $498M | +10,562 | 2026-06-30 | Filing |
| Capital World Investors | 11,813,798 | $497M | -6,013,418 | 2026-06-30 | Filing |
| VANGUARD CAPITAL MANAGEMENT LLC | 11,464,474 | $483M | +70,803 | 2026-06-30 | Filing |
| MORGAN STANLEY | 9,993,408 | $421M | -179,037 | 2026-06-30 | Filing |
| STATE STREET CORP | 9,891,982 | $417M | +211,112 | 2026-06-30 | Filing |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA | 7,739,524 | $329M | +90,515 | 2026-06-30 | Filing |
| ALKEON CAPITAL MANAGEMENT LLC | 5,941,316 | $250M | — | 2026-06-30 | Filing |
| WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC | 5,914,905 | $249M | -386,204 | 2026-06-30 | Filing |
| GEODE CAPITAL MANAGEMENT, LLC | 5,224,555 | $219M | +75,432 | 2026-06-30 | Filing |
| ARIEL INVESTMENTS, LLC | 4,548,683 | $192M | +566,926 | 2026-06-30 | Filing |
| FMR LLC | 4,358,455 | $184M | +653,865 | 2026-06-30 | Filing |
| Legal & General Group Plc | 3,870,443 | $163M | +368,111 | 2026-06-30 | Filing |
| NORGES BANK | 3,646,300 | $154M | +3,646,300 | 2026-06-30 | Filing |
| Amundi | 3,406,001 | $143M | +2,749,781 | 2026-06-30 | Filing |
| DIMENSIONAL FUND ADVISORS LP | 2,995,510 | $126M | -50,468 | 2026-06-30 | Filing |
| NORTHERN TRUST CORP | 2,576,558 | $108M | +76,762 | 2026-06-30 | Filing |
| UBS Group AG | 2,504,918 | $105M | -397,470 | 2026-06-30 | Filing |
| Point72 Asset Management, L.P. | 2,184,854 | $92M | +1,981,854 | 2026-06-30 | Filing |