The Carlyle Group Inc.
MX ˙ BMV ˙ US14316J1088
SecurityMX:CG / The Carlyle Group Inc.
InstitutionLegal & General Group Plc
Latest Disclosed Ownership3,502,332 shares
Latest Disclosed Value $ 169,477,752
Legal & General Group Plc reports 7.42% increase in ownership of CG / The Carlyle Group Inc.

On May 8, 2026 - Legal & General Group Plc filed a 13F-HR form disclosing ownership of 3,502,332 shares of The Carlyle Group Inc. (MX:CG) valued at $169,477,752 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 9, 2026 disclosing 3,260,377 shares of The Carlyle Group Inc.. This represents a change in shares of 7.42% 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)
2026-05-08 2026-03-31 13F CARLYLE GROUP COM 14316J108 3,502,332 241,955 7.42 169,478 -12.06 0.0392
2026-02-09 2025-12-31 13F CARLYLE GROUP COM 14316J108 3,260,377 176,777 5.73 192,721 -0.32 0.0427
2025-11-13 2025-09-30 13F CARLYLE GROUP COM 14316J108 3,083,600 -283,380 -8.42 193,342 11.72 0.0434
2025-08-12 2025-06-30 13F CARLYLE GROUP COM 14316J108 3,366,980 248,107 7.96 173,063 27.30 0.0430
2025-05-15 2025-03-31 13F CARLYLE GROUP COM 14316J108 3,118,873 -238,044 -7.09 135,952 -19.79 0.0370
2025-02-13 2024-12-31 13F CARLYLE GROUP COM 14316J108 3,356,917 -274,661 -7.56 169,491 8.39 0.0448
2025-02-28 2024-09-30 13F/A-2 CARLYLE GROUP COM 14316J108 3,631,578 -56,467 -1.53 156,376 5.61 0.0411
2024-11-14 2024-09-30 13F/A-1 CARLYLE GROUP COM 14316J108 3,953,049 -31,220 170,218 0.0355
2024-11-14 2024-09-30 13F CARLYLE GROUP COM 14316J108 3,953,049 -31,220 170,218 0.0179
2025-05-29 2024-06-30 13F/A-1 CARLYLE GROUP COM 14316J108 3,688,045 -200,866 -5.17 148,075 -18.83 0.0418
2024-08-14 2024-06-30 13F CARLYLE GROUP COM 14316J108 3,984,269 -193,377 159,968 0.0358
2025-05-29 2024-03-31 13F/A-2 CARLYLE GROUP COM 14316J108 3,888,911 40,804 1.06 182,428 16.51 0.0525
2024-07-01 2024-03-31 13F/A-1 CARLYLE GROUP COM 14316J108 4,177,646 40,804 195,973 0.0457
2024-05-14 2024-03-31 13F CARLYLE GROUP COM 14316J108 4,177,646 40,804 195,973 0.0236
2025-05-29 2023-12-31 13F/A-1 CARLYLE GROUP COM 14316J108 3,848,107 96,577 2.57 156,580 38.39 0.0486
2024-02-15 2023-12-31 13F CARLYLE GROUP COM 14316J108 4,136,842 385,312 168,328 0.0432
2023-11-14 2023-09-30 13F CARLYLE GROUP COM 14316J108 3,751,530 2,088 0.06 113,146 -5.55 0.0395
2023-08-14 2023-06-30 13F CARLYLE GROUP COM 14316J108 3,749,442 127,605 3.52 119,795 6.49 0.0390
2023-05-15 2023-03-31 13F CARLYLE GROUP COM 14316J108 3,621,837 63,412 1.78 112,494 5.94 0.0402
2023-02-14 2022-12-31 13F CARLYLE GROUP COM 14316J108 3,558,425 103,518 3.00 106,183 18.94 0.0408
2022-11-14 2022-09-30 13F CARLYLE GROUP COM 14316J108 3,454,907 155,777 4.72 89,275 -14.53 0.0349
2022-08-22 2022-06-30 13F CARLYLE GROUP COM 14316J108 3,299,130 412,152 14.28 104,450 -26.03 0.0370
2022-05-16 2022-03-31 13F CARLYLE GROUP COM 14316J108 2,886,978 280,980 10.78 141,203 -1.30 0.0430
2022-02-14 2021-12-31 13F CARLYLE GROUP COM 14316J108 2,605,998 -147,610 -5.36 143,069 9.89 0.0433
2021-11-15 2021-09-30 13F CARLYLE GROUP COM 14316J108 2,753,608 -132,772 -4.60 130,191 -2.96 0.0423
2021-08-12 2021-06-30 13F CARLYLE GROUP COM 14316J108 2,886,380 296,467 11.45 134,159 40.92 0.0449
2021-05-17 2021-03-31 13F CARLYLE GROUP COM 14316J108 2,589,913 -78,648 -2.95 95,205 13.47 0.0355
2021-02-12 2020-12-31 13F CARLYLE GROUP COM 14316J108 2,668,561 486,760 22.31 83,900 55.88 0.0329
2020-11-13 2020-09-30 13F CARLYLE GROUP COM 14316J108 2,181,801 102,458 4.93 53,825 -7.22 0.0241
2020-08-14 2020-06-30 13F CARLYLE GROUP COM 14316J108 2,079,343 1,276,204 158.90 58,014 233.26 0.0280
2020-05-14 2020-03-31 13F CARLYLE GROUP COM 14316J108 803,139 803,139 17,408 0.0102
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.