The Carlyle Group Inc.
US ˙ NasdaqGS ˙ US14316J1088

SecurityCG / The Carlyle Group Inc.
InstitutionNeuberger Berman Group LLC
Latest Disclosed Ownership35,220 shares
Latest Disclosed Value $ 1,704,312
Neuberger Berman Group LLC reports 0.56% decrease in ownership of CG / The Carlyle Group Inc.

On May 14, 2026 - Neuberger Berman Group LLC filed a 13F-HR form disclosing ownership of 35,220 shares of The Carlyle Group Inc. (US:CG) valued at $1,704,296 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 13, 2026 disclosing 35,418 shares of The Carlyle Group Inc.. This represents a change in shares of -0.56% during the quarter. The current value of the position is $1,487,693 USD.

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)
2026-05-14 2026-03-31 13F CARLYLE GROUP Common 14316J108 35,220 -198 -0.56 1,704 -18.59 0.0007
2026-02-13 2025-12-31 13F CARLYLE GROUP Common 14316J108 35,418 74 0.21 2,094 -5.55 0.0016
2025-11-12 2025-09-30 13F CARLYLE GROUP Common 14316J108 35,344 -12,444 -26.04 2,216 -9.77 0.0016
2025-08-25 2025-06-30 13F/A-1 CARLYLE GROUP Common 14316J108 47,788 -27,338 -36.39 2,456 -24.98 0.0019
2025-08-13 2025-06-30 13F CARLYLE GROUP Common 14316J108 47,788 -27,338 2,456 0.0010
2025-05-13 2025-03-31 13F CARLYLE GROUP Common 14316J108 75,126 1,325 1.80 3,275 -12.13 0.0027
2025-02-13 2024-12-31 13F CARLYLE GROUP Common 14316J108 73,801 13,360 22.10 3,726 43.20 0.0030
2024-11-14 2024-09-30 13F CARLYLE GROUP Common 14316J108 60,441 -2,216 -3.54 2,603 3.46 0.0020
2024-11-14 2024-06-30 13F/A-1 CARLYLE GROUP Common 14316J108 62,657 11,222 21.82 2,516 4.27 0.0021
2024-08-13 2024-06-30 13F CARLYLE GROUP Common 14316J108 62,657 11,222 2,516 0.0021
2024-11-14 2024-03-31 13F/A-1 CARLYLE GROUP Common 14316J108 51,435 -5,764 -10.08 2,413 3.65 0.0020
2024-05-13 2024-03-31 13F CARLYLE GROUP Common 14316J108 51,435 -5,764 2,413 0.0020
2024-11-14 2023-12-31 13F/A-2 CARLYLE GROUP Common 14316J108 57,199 4,374 8.28 2,327 46.08 0.0020
2024-02-09 2023-12-31 13F CARLYLE GROUP Common 14316J108 57,199 4,374 2,327 0.0020
2023-11-14 2023-09-30 13F CARLYLE GROUP Common 14316J108 52,825 1,368 2.66 1,593 -3.10 0.0015
2023-08-11 2023-06-30 13F CARLYLE GROUP Common 14316J108 51,457 -422,206 -89.14 1,644 -88.82 0.0015
2023-05-12 2023-03-31 13F CARLYLE GROUP Common 14316J108 473,663 -58,315 -10.96 14,712 -7.33 0.0136
2023-02-13 2022-12-31 13F CARLYLE GROUP Common 14316J108 531,978 4,649 0.88 15,874 16.49 0.0156
2022-11-15 2022-09-30 13F CARLYLE GROUP Common 14316J108 527,329 -273,986 -34.19 13,627 -46.29 0.0142
2022-08-15 2022-06-30 13F CARLYLE GROUP Common 14316J108 801,315 6,170 0.78 25,370 -34.76 0.0255
2022-05-23 2022-03-31 13F/A-1 CARLYLE GROUP Common 14316J108 795,145 -261,377 -24.74 38,888 -31.86 0.0329
2022-05-13 2022-03-31 13F CARLYLE GROUP Common 14316J108 795,145 -261,377 38,336 0.0171
2022-02-11 2021-12-31 13F CARLYLE GROUP Common 14316J108 1,056,522 213,657 25.35 57,067 44.37 0.0448
2021-11-12 2021-09-30 13F CARLYLE GROUP Common 14316J108 842,865 444,277 111.46 39,528 114.72 0.0346
2021-08-13 2021-06-30 13F CARLYLE GROUP Common 14316J108 398,588 -47,104 -10.57 18,409 12.88 0.0161
2021-05-13 2021-03-31 13F CARLYLE GROUP Common 14316J108 445,692 -1,155,265 -72.16 16,308 -67.59 0.0156
2021-02-10 2020-12-31 13F CARLYLE GROUP Common 14316J108 1,600,957 -313,883 -16.39 50,314 6.52 0.0522
2020-11-12 2020-09-30 13F CARLYLE GROUP Common 14316J108 1,914,840 -163,911 -7.89 47,234 -18.56 0.0560
2020-08-13 2020-06-30 13F CARLYLE GROUP Common 14316J108 2,078,751 302,908 17.06 57,997 50.85 0.0721
2020-05-14 2020-03-31 13F CARLYLE GROUP Common 14316J108 1,775,843 1,775,843 38,447 0.0586
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.