13FPulse
中
CG

CG CARLYLE GROUP INC/THE

2026Q2 · CUSIP 14316J108 · Sector: Financials

Normal

Fund flows are within the usual range

Funds that own it
568
Institutions that reported holding it to the SEC
Net decrease in holders
28
Last quarter 596 → now 568
How unusual is that
Bottom 20%
Stronger than only 5% of US stocks
What the filings say, in one paragraph

568 funds held CG at the end of 2026Q2, down 28 from the quarter before. Fund flows are within the usual range — nothing unusual. On the business itself, revenue over the last 12 months was $3.6B(YoY -41.9%), the P/E is 50.4x, return on equity is 5.1%. CG has had 14 buying rushes in its history, and the price moved +8.7% on average over the six months after (that is the raw price move, not how much it beat the market by). It sits in the Financials sector.

How many funds owned it, quarter by quarter

Bars = net change in institutional holders, positive (green) or negative (red). Line = total institutional holders.

2017Q4: holders=1 2018Q1: holders=1 2018Q2: holders=1 2018Q3: holders=1 2018Q4: holders=1 2019Q1: holders=1 2019Q2: holders=1 2019Q3: holders=1 2019Q4: holders=25 2020Q1: holders=190 2020Q2: holders=240 2020Q3: holders=257 2020Q4: holders=288 2021Q1: holders=312 2021Q2: holders=339 2021Q3: holders=390 2021Q4: holders=457 2022Q1: holders=482 2022Q2: holders=436 2022Q3: holders=412 2022Q4: holders=428 2023Q1: holders=425 2023Q2: holders=392 2023Q3: holders=410 2023Q4: holders=470 2024Q1: holders=516 2024Q2: holders=515 2024Q3: holders=522 2024Q4: holders=566 2025Q1: holders=521 2025Q2: holders=569 2025Q3: holders=636 2025Q4: holders=621 2026Q1: holders=596 2026Q2: holders=568 -165 -82.5 +0 +82.5 +165 0334668 17Q418Q419Q420Q421Q422Q423Q424Q425Q426Q2 Net change in holders (bars) Total funds holding (line)

What happened after each past buying rush 14 times in its history

Quarter of the rush How unusual then Price, next 3 months Price, next 6 months
2025Q3 Top 5% +3.8% -10.6%
2025Q2 Top 10% -15.4% -12.3%
2024Q4 Top 20% -7.8% +25.0%
2024Q1 Top 5% -2.8% +18.2%
2023Q4 Top 10% -1.9% -4.6%
2023Q3 Top 10% +42.3% +41.7%
2022Q1 Top 10% -3.6% -18.6%
2021Q4 Top 10% -23.6% -26.4%

These are the raw price moves, not how much it beat the market by. Compare them against the market over the same months — in a strong bull market almost everything is up.

Show all the numbers (large funds, value held, options…) ▾
Of them, large funds
237
Change in large funds
+7
Total value they hold
$9.2B
Funds buying for the first time
68
Funds that sold out entirely
96
Price change that quarter
+3.8%
Funds holding puts (bearish)
16
Funds holding calls (bullish)
13

These are for people who want to dig. Skip them if they do not mean anything to you — the three numbers above are enough.

8,697 institutions have filed for this quarter. 13F permits late filing and a small number arrive in the weeks after the deadline, so the holder counts and changes below may tick up.

Fundamentals

PE (TTM)
50.4
EPS (TTM)
$0.96
EPS YoY
-71.9%
Revenue (TTM)
$3.6B
Revenue YoY
-41.9%
Net margin
10.1%
ROE
5.1%
Debt ratio
74.4%
FCF (TTM)
-$4.1B
Dividend (TTM)
$1.40
Quarterly Revenue & EPS
2021-09-30: EPS 1.46 2021-12-31: EPS 1.78 2022-03-31: EPS 1.57 2022-06-30: EPS 0.67 2022-09-30: EPS 0.77 2022-12-31: EPS 0.34 2023-03-31: EPS 0.28 2023-06-30: EPS -0.27 2023-09-30: EPS 0.22 2023-12-31: EPS -1.91 2024-03-31: EPS 0.18 2024-06-30: EPS 0.40 2024-09-30: EPS 1.63 2024-12-31: EPS 0.56 2025-03-31: EPS 0.35 2025-06-30: EPS 0.87 2025-09-30: EPS 0.00 2025-12-31: EPS 0.96 2026-03-31: EPS -0.37 2026-06-30: EPS 0.37 0B 1.4B 2.7B $B -2.10 -0.07 1.96 2016201720182019202020212022202320242025202606/26 Revenue EPS

Quarterly figures, revenue up to 10 years back; EPS split-adjusted, early quarters hidden when not calibrable

P/E (TTM) over time
4Y median 25 5 87 169 20222023202420252026

P/E = close around day 47 after quarter-end ÷ TTM EPS then; this is a consistent valuation date, not the company’s actual filing date; loss quarters hidden

Quarterly free cash flow
-1.6B-400M783M 20162017201820192020202120222023202420252026
Latest quarter $-1.3B (2026-03-31)

FCF = operating cash flow − capex, computed from SEC XBRL; banks/insurers have no standard cash-flow structure and are hidden

As of 2026-06-30 · SEC filings (XBRL)

Email me the next update

2026 Q3 holdings are due 2026-11-16. We will email you when the refreshed lists are live.