The Carlyle Group Inc. (CG) Insider Trading

Over the last 6 months, 477 institutions increased and 406 reduced their position (13F).

Insider Activity

Sentiment
50/100
Buys (3m)
0
Sells (3m)
0
Net (3m)
$0
Insider trades by month Buys Sells
Dec
Nov
Feb
Aug
Dec
Mar
Context3-month price +10.2%Institutions accumulating (13F)
DateInsiderTypeSharesPrice
Aug 4, 2026Plouffe Justinofficer: Chief Financial OfficerTax62,533$46.02
Aug 4, 2026Jenkins Mark Davidofficer: Co-PresidentTax124,793$46.02
Aug 4, 2026LoBue Lindsayofficer: Chief Operating OfficerTax18,284$46.02
Aug 4, 2026Redett John C.officer: Co-PresidentTax124,558$46.02
Aug 4, 2026Andrews Charles Elliott Jr.officer: Chief Accounting OfficerTax12,364$46.02
Aug 4, 2026Nedelman Jeffreyofficer: Co-PresidentTax43,081$46.02
Aug 4, 2026Heinzelman Kate Elizabethofficer: General CounselGrant11,031
May 29, 2026Andrews Charles Elliott Jr.officer: Chief Accounting OfficerGrant409
May 29, 2026Ferguson Jeffrey W.officer: General CounselGrant1,274
May 29, 2026Plouffe Justinofficer: Chief Financial OfficerGrant4,077
May 29, 2026Nedelman Jeffreyofficer: Co-PresidentGrant7,733
May 29, 2026Redett John C.officer: Co-PresidentGrant10,830
May 29, 2026SCHWARTZ HARVEY Mdirector, officer: Chief Executive OfficerGrant20,743
May 29, 2026Jenkins Mark Davidofficer: Co-PresidentGrant7,634
May 29, 2026LoBue Lindsayofficer: Chief Operating OfficerGrant3,120
May 1, 2026Cherwoo ShardadirectorGrant4,450
May 1, 2026HANCE JAMES H JRdirectorGrant4,450
May 1, 2026SHAW WILLIAM JOSEPHdirectorGrant4,450
May 1, 2026ORDAN MARK SdirectorGrant4,450
May 1, 2026Rice Derica WdirectorGrant2,933$49.44
May 1, 2026FITT LAWTON WdirectorGrant4,450
May 1, 2026BESCHLOSS AFSANEH MASHAYEKHIdirectorGrant4,450
May 1, 2026FILLER LINDAdirectorGrant4,450
May 1, 2026WELTERS ANTHONYdirectorGrant4,450
May 1, 2026Rice Derica WdirectorGrant4,450
Mar 20, 2026Rubenstein David M.directorSell500,000$46.68
Feb 20, 2026SCHWARTZ HARVEY Mdirector, officer: Chief Executive OfficerGrant17,457
Feb 20, 2026Plouffe Justinofficer: Chief Financial OfficerGrant3,431
Feb 20, 2026Ferguson Jeffrey W.officer: General CounselGrant1,070
Feb 20, 2026Redett John C.officer: Co-PresidentGrant9,114

Source: CG SEC Form 4 filings, latest Aug 4, 2026. For informational purposes only — not investment advice.

Institutional activity (13F)

How institutions changed their CG positions over the last 6 months (SEC Form 13F).

Increased
477
New positions
143
Reduced
406
Sold out
80
Largest moves
InstitutionActionSharesFiled
BlackRock, Inc.Increased32.0MAug 7, 2026
BLACKROCK, INC.Increased31.0MMay 13, 2026
CAPITAL WORLD INVESTORSReduced17.8MMay 13, 2026
HARRIS ASSOCIATES L PIncreased17.7MAug 14, 2026
HARRIS ASSOCIATES L PIncreased16.6MMay 15, 2026
VANGUARD PORTFOLIO MANAGEMENT LLCIncreased11.8MAug 13, 2026
VANGUARD PORTFOLIO MANAGEMENT LLCNew Position11.8MMay 8, 2026
Capital World InvestorsReduced11.8MAug 12, 2026
VANGUARD CAPITAL MANAGEMENT LLCIncreased11.5MAug 13, 2026
VANGUARD CAPITAL MANAGEMENT LLCNew Position11.4MMay 15, 2026
MILLENNIUM MANAGEMENT LLCIncreased10.4MAug 14, 2026
MORGAN STANLEYReduced10.2MMay 15, 2026
MORGAN STANLEYReduced10.0MAug 13, 2026
STATE STREET CORPIncreased9.9MAug 7, 2026
STATE STREET CORPIncreased9.7MMay 15, 2026

Source: SEC Form 13F filings. For informational purposes only — not investment advice.