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Carlyle Group Inc

CG
59.540USD
+0.690+1.17%
Close 12/19, 16:00ETQuotes delayed by 15 min
21.44BMarket Cap
32.32P/E TTM

Carlyle Group Inc

59.540
+0.690+1.17%

More Details of Carlyle Group Inc Company

The Carlyle Group Inc. is a global investment company. The Company's segments include Global Private Equity, Global Credit and Carlyle AlpInvest. The Global Private Equity segment advises the Company's buyout, growth, real estate, infrastructure, and natural resources funds. The segment also includes the NGP Carry Funds advised by NGP Energy Capital Management (NGP). The Global Credit segment advises funds and vehicles that pursue investment strategies including insurance solutions, liquid credit, opportunistic credit, direct lending, asset-backed finance, aviation finance, infrastructure credit, cross-platform credit products, and global capital markets. The Carlyle AlpInvest segment advises global private equity programs that pursue secondary purchases and financing of existing portfolios, managed co-investment programs, and primary fund investments. The Carlyle AlpInvest segment helps investors meet their objectives through tailored portfolio construction and investment selection.

Carlyle Group Inc Info

Ticker SymbolCG
Company nameCarlyle Group Inc
IPO dateMay 03, 2012
CEOSchwartz (Harvey M)
Number of employees2300
Security typeOrdinary Share
Fiscal year-endMay 03
Address1001 Pennsylvania Avenue NW
CityWASHINGTON
Stock exchangeNASDAQ OMX - NASDAQ BASIC
CountryUnited States of America
Postal code20004
Phone12027295626
Websitehttps://www.carlyle.com
Ticker SymbolCG
IPO dateMay 03, 2012
CEOSchwartz (Harvey M)

Company Executives of Carlyle Group Inc

Name
Name/Position
Position
Shareholding
Change
Mr. Harvey M. Schwartz
Mr. Harvey M. Schwartz
Chief Executive Officer, Director
Chief Executive Officer, Director
1.57M
+1.85%
Mr. Jeffrey W. Ferguson
Mr. Jeffrey W. Ferguson
General Counsel
General Counsel
473.73K
+0.20%
Mr. William Joseph (Bill) Shaw
Mr. William Joseph (Bill) Shaw
Independent Director
Independent Director
73.64K
+7.65%
Mr. Anthony (Tony) Welters, J.D.
Mr. Anthony (Tony) Welters, J.D.
Independent Director
Independent Director
43.40K
-22.92%
Mr. John C. Redett
Mr. John C. Redett
Co-President
Co-President
41.99K
+9.75%
Mr. Derica W. Rice
Mr. Derica W. Rice
Independent Director
Independent Director
33.47K
+35.74%
Mr. Mark S. Ordan
Mr. Mark S. Ordan
Lead Independent Director
Lead Independent Director
21.71K
+31.77%
Ms. Sharda Cherwoo
Ms. Sharda Cherwoo
Independent Director
Independent Director
15.95K
+48.87%
Ms. Lindsay P. Lobue
Ms. Lindsay P. Lobue
Chief Operating Officer
Chief Operating Officer
--
--
Ms. Lawton W. Fitt
Ms. Lawton W. Fitt
Independent Director
Independent Director
--
--
View more
Name
Name/Position
Position
Shareholding
Change
Mr. Harvey M. Schwartz
Mr. Harvey M. Schwartz
Chief Executive Officer, Director
Chief Executive Officer, Director
1.57M
+1.85%
Mr. Jeffrey W. Ferguson
Mr. Jeffrey W. Ferguson
General Counsel
General Counsel
473.73K
+0.20%
Mr. William Joseph (Bill) Shaw
Mr. William Joseph (Bill) Shaw
Independent Director
Independent Director
73.64K
+7.65%
Mr. Anthony (Tony) Welters, J.D.
Mr. Anthony (Tony) Welters, J.D.
Independent Director
Independent Director
43.40K
-22.92%
Mr. John C. Redett
Mr. John C. Redett
Co-President
Co-President
41.99K
+9.75%
Mr. Derica W. Rice
Mr. Derica W. Rice
Independent Director
Independent Director
33.47K
+35.74%

Revenue Breakdown

Currency: USDUpdated: Mon, Oct 6
Currency: USDUpdated: Mon, Oct 6
FY2025Q2
FY2025Q1
FY2024
FY2024Q4
FY2024Q3
FY2024Q2
FY2024Q1
FY2023
FY2023Q4
FY2023Q3
FY2023Q2
FY2023Q1
FY2022
FY2022Q4
FY2022Q3
FY2022Q2
FY2022Q1
FY2021
FY2020
FY2019
FY2018
By BusinessUSD
Name
Revenue
Proportion
Fund Management Fee
1.24B
0.00%
Relevant data have not been disclosed by the company yet.
By Business
By Region
By BusinessUSD
Name
Revenue
Proportion
Fund Management Fee
1.24B
0.00%

Shareholding Stats

Updated: Sun, Nov 16
Updated: Sun, Nov 16
Shareholders
Shareholder Types
Shareholders
Shareholders
Proportion
D'Aniello (Daniel A.)
9.02%
Rubenstein David M
7.77%
Conway (William E. JR)
7.49%
The Vanguard Group, Inc.
7.03%
BlackRock Institutional Trust Company, N.A.
5.99%
Other
62.70%
Shareholders
Shareholders
Proportion
D'Aniello (Daniel A.)
9.02%
Rubenstein David M
7.77%
Conway (William E. JR)
7.49%
The Vanguard Group, Inc.
7.03%
BlackRock Institutional Trust Company, N.A.
5.99%
Other
62.70%
Shareholder Types
Shareholders
Proportion
Investment Advisor
35.41%
Individual Investor
25.05%
Investment Advisor/Hedge Fund
22.79%
Hedge Fund
2.83%
Research Firm
2.45%
Sovereign Wealth Fund
0.92%
Pension Fund
0.91%
Bank and Trust
0.58%
Insurance Company
0.05%
Other
9.01%

Institutional Shareholding

Updated: Mon, Dec 8
Updated: Mon, Dec 8
Reporting Period
No. of institutions
Shares Held
Proportion
Change
2025Q4
1147
239.39M
68.41%
-40.89K
2025Q3
1169
239.49M
69.32%
+4.50M
2025Q2
1107
234.84M
68.03%
+2.99M
2025Q1
1101
231.21M
66.12%
-7.63M
2024Q4
1094
220.09M
65.14%
+3.39M
2024Q3
1048
216.10M
64.61%
+1.77M
2024Q2
1060
214.29M
64.05%
+981.83K
2024Q1
1081
213.41M
65.67%
-24.39M
2023Q4
1065
217.75M
63.11%
+6.44M
2023Q3
1035
211.08M
63.71%
+132.48K
View more

Shareholder Activity

Name
Shares Held
Proportion
Change
Chg %
Date
D'Aniello (Daniel A.)
32.50M
8.99%
-3.00M
-8.45%
Apr 04, 2025
Rubenstein David M
29.25M
8.09%
--
--
Apr 04, 2025
Conway (William E. JR)
27.00M
7.46%
-2.00M
-6.90%
Sep 03, 2025
The Vanguard Group, Inc.
24.62M
6.81%
-255.24K
-1.03%
Jun 30, 2025
BlackRock Institutional Trust Company, N.A.
19.13M
5.29%
+420.38K
+2.25%
Jun 30, 2025
Capital World Investors
19.96M
5.52%
+2.24M
+12.64%
Jun 30, 2025
Harris Associates L.P.
11.32M
3.13%
+2.53M
+28.78%
Jun 30, 2025
State Street Investment Management (US)
8.22M
2.27%
+378.45K
+4.83%
Jun 30, 2025
William Blair Investment Management, LLC
9.95M
2.75%
-2.22M
-18.26%
Jun 30, 2025
MFS Investment Management
7.00M
1.93%
+261.89K
+3.89%
Jun 30, 2025
View more

Related ETFs

Updated: Sat, Dec 6
Updated: Sat, Dec 6
Name
Proportion
WHITEWOLF Publicly Listed Private Equity ETF
3.66%
Invesco Global Listed Private Equity ETF
2.57%
First Trust Dorsey Wright Momentum & Dividend ETF
2.3%
Schwab Ariel Opportunities ETF
2.23%
Invesco Bloomberg MVP Multi-Factor ETF
1.5%
SPDR S&P Capital Markets ETF
1.35%
WisdomTree U.S. MidCap Dividend Fund
0.78%
SoFi Next 500 ETF
0.75%
VanEck Morningstar SMID Moat ETF
0.72%
Vanguard S&P Mid-Cap 400 Value Index Fund
0.59%
View more
WHITEWOLF Publicly Listed Private Equity ETF
Proportion3.66%
Invesco Global Listed Private Equity ETF
Proportion2.57%
First Trust Dorsey Wright Momentum & Dividend ETF
Proportion2.3%
Schwab Ariel Opportunities ETF
Proportion2.23%
Invesco Bloomberg MVP Multi-Factor ETF
Proportion1.5%
SPDR S&P Capital Markets ETF
Proportion1.35%
WisdomTree U.S. MidCap Dividend Fund
Proportion0.78%
SoFi Next 500 ETF
Proportion0.75%
VanEck Morningstar SMID Moat ETF
Proportion0.72%
Vanguard S&P Mid-Cap 400 Value Index Fund
Proportion0.59%

Dividend

A total of 2.15B USD has been distributed in dividends over the past 5 years.
Date
Dividend
Record Date
Payment Date
Ex-dividend Date
Oct 31, 2025
CG.NB Interim Cash Dividend of gross USD 0.35 paid on Nov 19, 2025 going ex on Nov 10, 2025
Nov 10, 2025
Nov 19, 2025
Nov 10, 2025
Aug 06, 2025
CG.NB Interim Cash Dividend of gross USD 0.35 paid on Aug 28, 2025 going ex on Aug 18, 2025
Aug 18, 2025
Aug 28, 2025
Aug 18, 2025
May 08, 2025
CG.NB Interim Cash Dividend of gross USD 0.35 paid on May 27, 2025 going ex on May 19, 2025
May 19, 2025
May 27, 2025
May 19, 2025
Feb 11, 2025
CG.NB Final Cash Dividend of gross USD 0.35 paid on Feb 28, 2025 going ex on Feb 21, 2025
Feb 21, 2025
Feb 28, 2025
Feb 21, 2025
Nov 07, 2024
CG.NB Interim Cash Dividend of gross USD 0.35 paid on Nov 25, 2024 going ex on Nov 18, 2024
Nov 18, 2024
Nov 25, 2024
Nov 18, 2024
Aug 05, 2024
CG.NB Interim Cash Dividend of gross USD 0.35 paid on Aug 26, 2024 going ex on Aug 16, 2024
Aug 16, 2024
Aug 26, 2024
Aug 16, 2024
May 02, 2024
CG.NB Interim Cash Dividend of gross USD 0.35 paid on May 21, 2024 going ex on May 13, 2024
May 14, 2024
May 21, 2024
May 13, 2024
Feb 07, 2024
CG.NB Final Cash Dividend of gross USD 0.35 paid on Mar 01, 2024 going ex on Feb 22, 2024
Feb 23, 2024
Mar 01, 2024
Feb 22, 2024
Nov 07, 2023
CG.NB Interim Cash Dividend of gross USD 0.35 paid on Nov 29, 2023 going ex on Nov 20, 2023
Nov 21, 2023
Nov 29, 2023
Nov 20, 2023
Aug 02, 2023
CG.NB Interim Cash Dividend of gross USD 0.35 paid on Aug 23, 2023 going ex on Aug 14, 2023
Aug 15, 2023
Aug 23, 2023
Aug 14, 2023
View more

Stock Split

Date
Type
Ratio
No Data
Date
Type
Ratio
No Data

FAQs

Who are the top five shareholders of Carlyle Group Inc?

The top five shareholders of Carlyle Group Inc are:
D'Aniello (Daniel A.) holds 32.50M shares, accounting for 8.99% of the total shares.
Rubenstein David M holds 29.25M shares, accounting for 8.09% of the total shares.
Conway (William E. JR) holds 27.00M shares, accounting for 7.46% of the total shares.
The Vanguard Group, Inc. holds 24.62M shares, accounting for 6.81% of the total shares.
BlackRock Institutional Trust Company, N.A. holds 19.13M shares, accounting for 5.29% of the total shares.

What are the top three shareholder types of Carlyle Group Inc?

The top three shareholder types of Carlyle Group Inc are:
D'Aniello (Daniel A.)
Rubenstein David M
Conway (William E. JR)

How many institutions hold shares of Carlyle Group Inc (CG)?

As of 2025Q4, 1147 institutions hold shares of Carlyle Group Inc, with a combined market value of approximately 239.39M, accounting for 68.41% of the total shares. Compared to 2025Q3, institutional shareholding has increased by -0.90%.

What is the biggest source of revenue for Carlyle Group Inc?

In FY2025Q2, the Fund Management Fee business generated the highest revenue for Carlyle Group Inc, amounting to 1.24B and accounting for --% of total revenue.
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