The Carlyle Group Inc.
MX ˙ BMV ˙ US14316J1088
SecurityMX:CG / The Carlyle Group Inc.
InstitutionIFM Investors Pty Ltd
Latest Disclosed Ownership49,608 shares
Latest Disclosed Value $ 2,400,531
IFM Investors Pty Ltd reports 12.38% increase in ownership of CG / The Carlyle Group Inc.

On April 24, 2026 - IFM Investors Pty Ltd filed a 13F-HR form disclosing ownership of 49,608 shares of The Carlyle Group Inc. (MX:CG) valued at $2,400,531 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 12, 2026 disclosing 44,145 shares of The Carlyle Group Inc.. This represents a change in shares of 12.38% during the quarter.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-04-24 2026-03-31 13F CARLYLE GROUP COM 14316J108 49,608 5,463 12.38 2,401 119,900.00 0.0200
2026-02-12 2025-12-31 13F CARLYLE GROUP COM 14316J108 44,145 -4,445 -9.15 3 -99.94 0.0218
2025-10-15 2025-09-30 13F CARLYLE GROUP COM 14316J108 48,590 0 0.00 3,109 24.51 0.0273
2025-07-11 2025-06-30 13F CARLYLE GROUP COM 14316J108 48,590 2,645 5.76 2,498 24.73 0.0238
2025-05-21 2025-03-31 13F/A-1 CARLYLE GROUP COM 14316J108 45,945 0 0.00 2,003 -13.67 0.0217
2025-04-29 2025-03-31 13F CARLYLE GROUP COM 14316J108 46,829 884 2,016 0.0195
2025-04-29 2024-12-31 13F CARLYLE GROUP COM 14316J108 45,945 -884 -1.89 2,320 15.03 0.0236
2024-10-23 2024-09-30 13F CARLYLE GROUP COM 14316J108 46,829 0 0.00 2,016 7.23 0.0193
2024-08-15 2024-06-30 13F CARLYLE GROUP COM 14316J108 46,829 0 0.00 1,880 -14.39 0.0191
2024-04-22 2024-03-31 13F CARLYLE GROUP COM 14316J108 46,829 293 0.63 2,197 219,500.00 0.0240
2024-01-12 2023-12-31 13F CARLYLE GROUP COM 14316J108 46,536 -2,995 -6.05 2 -99.93 0.0231
2023-10-26 2023-09-30 13F CARLYLE GROUP COM 14316J108 49,531 0 0.00 1,494 -5.63 0.0196
2023-07-27 2023-06-30 13F CARLYLE GROUP COM 14316J108 49,531 3,509 7.62 1,583 10.71 0.0207
2023-05-11 2023-03-31 13F CARLYLE GROUP COM 14316J108 46,022 -1,363 -2.88 1,429 1.13 0.0217
2023-02-14 2022-12-31 13F CARLYLE GROUP COM 14316J108 47,385 5,250 12.46 1,414 29.75 0.0237
2022-10-12 2022-09-30 13F CARLYLE GROUP COM 14316J108 42,135 8,570 25.53 1,089 2.45 0.0198
2022-07-15 2022-06-30 13F CARLYLE GROUP COM 14316J108 33,565 11,325 50.92 1,063 -2.30 0.0186
2022-05-06 2022-03-31 13F/A-1 CARLYLE GROUP COM 14316J108 22,240 3,769 20.40 1,088 7.30 0.0169
2022-04-13 2022-03-31 13F CARLYLE GROUP COM 14316J108 22,240 3,769 1,088 0.0170
2022-01-18 2021-12-31 13F CARLYLE GROUP COM 14316J108 18,471 878 4.99 1,014 21.88 0.0186
2021-10-13 2021-09-30 13F CARLYLE GROUP COM 14316J108 17,593 0 0.00 832 1.71 0.0172
2021-07-16 2021-06-30 13F CARLYLE GROUP COM 14316J108 17,593 0 0.00 818 26.43 0.0167
2021-05-05 2021-03-31 13F CARLYLE GROUP COM 14316J108 17,593 1,967 12.59 647 31.77 0.0173
2021-01-13 2020-12-31 13F CARLYLE GROUP COM 14316J108 15,626 5,073 48.07 491 88.85 0.0156
2020-10-16 2020-09-30 13F CARLYLE GROUP COM 14316J108 10,553 608 6.11 260 -6.14 0.0109
2020-07-13 2020-06-30 13F CARLYLE GROUP COM 14316J108 9,945 9,945 277 0.0142
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.