The Carlyle Group Inc.
MX ˙ BMV ˙ US14316J1088
SecurityMX:CG / The Carlyle Group Inc.
InstitutionVictory Capital Management Inc
Latest Disclosed Ownership250,022 shares
Latest Disclosed Value $ 12,098,565
Victory Capital Management Inc reports 160.26% increase in ownership of CG / The Carlyle Group Inc.

On May 15, 2026 - Victory Capital Management Inc filed a 13F-HR form disclosing ownership of 250,022 shares of The Carlyle Group Inc. (MX:CG) valued at $12,098,565 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 13, 2026 disclosing 96,065 shares of The Carlyle Group Inc.. This represents a change in shares of 160.26% 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)
2026-05-15 2026-03-31 13F CARLYLE GROUP COM 14316J108 250,022 153,957 160.26 12,099 113.07 0.0058
2026-02-13 2025-12-31 13F CARLYLE GROUP COM 14316J108 96,065 891 0.94 5,678 -4.84 0.0032
2025-11-12 2025-09-30 13F CARLYLE GROUP COM 14316J108 95,174 -154,404 -61.87 5,967 -53.48 0.0035
2025-08-13 2025-06-30 13F CARLYLE GROUP COM 14316J108 249,578 -11,363 -4.35 12,828 12.78 0.0083
2025-05-02 2025-03-31 13F CARLYLE GROUP COM 14316J108 260,941 185,521 245.98 11,374 198.77 0.0116
2025-02-06 2024-12-31 13F CARLYLE GROUP COM 14316J108 75,420 35,437 88.63 3,808 121.21 0.0037
2024-11-05 2024-09-30 13F CARLYLE GROUP COM 14316J108 39,983 -8,391 -17.35 1,722 -11.38 0.0017
2024-08-05 2024-06-30 13F CARLYLE GROUP COM 14316J108 48,374 3,883 8.73 1,942 -6.95 0.0019
2024-05-03 2024-03-31 13F CARLYLE GROUP COM 14316J108 44,491 -404,447 -90.09 2,087 -88.58 0.0020
2024-02-05 2023-12-31 13F CARLYLE GROUP COM 14316J108 448,938 129,390 40.49 18,267 89.55 0.0192
2023-11-06 2023-09-30 13F CARLYLE GROUP COM 14316J108 319,548 -65,243 -16.96 9,638 -21.61 0.0111
2023-07-27 2023-06-30 13F CARLYLE GROUP COM 14316J108 384,791 -320,942 -45.48 12,294 -43.91 0.0135
2023-05-02 2023-03-31 13F CARLYLE GROUP COM 14316J108 705,733 49,365 7.52 21,920 11.92 0.0246
2023-04-25 2022-12-31 13F/A-3 CARLYLE GROUP COM 14316J108 656,368 -56,293 -7.90 19,586 6.36 0.0225
2023-03-10 2022-12-31 13F/A-2 CARLYLE GROUP COM 14316J108 656,368 -56,293 19,586 0.0214
2023-02-10 2022-12-31 13F/A-1 CARLYLE GROUP COM 14316J108 656,368 -56,293 19,586 0.0135
2023-02-09 2022-12-31 13F CARLYLE GROUP COM 14316J108 613,931 -98,730 22,083 0.0150
2022-11-02 2022-09-30 13F CARLYLE GROUP COM 14316J108 712,661 551,798 343.02 18,415 261.57 0.0215
2022-08-01 2022-06-30 13F CARLYLE GROUP COM 14316J108 160,863 810 0.51 5,093 -12.31 0.0058
2022-05-04 2022-03-31 13F CARLYLE GROUP COM 14316J108 160,053 -60,538 -27.44 5,808 -52.04 0.0058
2022-02-07 2021-12-31 13F CARLYLE GROUP COM 14316J108 220,591 -4,741 -2.10 12,110 13.67 0.0111
2021-11-02 2021-09-30 13F CARLYLE GROUP COM 14316J108 225,332 -283,052 -55.68 10,654 -54.91 0.0104
2021-08-03 2021-06-30 13F CARLYLE GROUP COM 14316J108 508,384 85,675 20.27 23,630 52.07 0.0227
2021-05-04 2021-03-31 13F CARLYLE GROUP COM 14316J108 422,709 391,935 1,273.59 15,539 1,505.27 0.0159
2021-02-01 2020-12-31 13F CARLYLE GROUP COM 14316J108 30,774 2,503 8.85 968 38.88 0.0011
2020-11-09 2020-09-30 13F Carlyle Group COM 14316J108 28,271 -5,701 -16.78 697 -26.48 0.0009
2020-08-07 2020-06-30 13F CARLYLE GROUP COM 14316J108 33,972 97 0.29 948 29.33 0.0013
2020-05-12 2020-03-31 13F/A-1 CARLYLE GROUP COM 14316J108 33,875 33,875 733 0.0012
2020-05-04 2020-03-31 13F CARLYLE GROUP COM 14316J108 33,875 733
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.