What is the 13F Pro Quality Score for CG?

13F Pro ranks Carlyle Group Inc. (CG) on the 13F Pro Quality Score, a 0–100 composite of 32 fundamental signals including return on invested capital, free cash flow consistency, balance-sheet strength, earnings quality, growth durability, and valuation discipline. The score refreshes after each 10-K and 10-Q filing on SEC EDGAR. View CG's current score at https://13fpro.ai/research/CG (free sign-up required for the full ranking).

Which hedge funds own the most CG stock?

Based on the most recent Form 13F-HR filings on SEC EDGAR, the largest reported institutional holders of CG include BlackRock,, Capital World Investors, HARRIS ASSOCIATES L P. Holdings are reported quarterly within 45 days of quarter-end and updated on https://13fpro.ai/research/CG as soon as new 13F filings post.

Where does 13F Pro source CG data?

All Carlyle Group Inc. fundamentals and ownership data come directly from SEC EDGAR. Carlyle Group Inc. files with the SEC under CIK 1527166. 13F Pro ingests XBRL financial facts from 10-K and 10-Q filings, Form 13F-HR institutional holdings, and Form 4 insider transactions, with no third-party rewrites or estimates.

What sector is CG in?

Carlyle Group Inc. (CG) is classified in the Financials sector. 13F Pro publishes sector-level fund flow analysis and quality leaders at https://13fpro.ai/research/sector/financials.

How often is CG research updated on 13F Pro?

CG's fundamentals refresh within hours of each new 10-K or 10-Q filing on SEC EDGAR. Institutional ownership updates after each quarterly 13F filing window. Insider transactions update after each Form 4 filing. The 13F Pro Quality Score recalculates after every fundamentals refresh.

Carlyle Group Inc.(CG)Stock Analysis

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13F Pro Quality Score

47.3/100

Rank #1,605 of 2,879 stocks

View Financials peers →

Rankings refresh quarterly once 80% of peers have filed (~45 days after quarter-end). Next update: ~Aug 14, 2026.

Revenue Growth

57.6/100

Profitability

54.7/100

Balance Sheet

44.6/100

Earnings Quality

83.0/100

Free Cash Flow

6.5/100

Institutional Flow

28.7/100

Revenue Scale

70.6/100

Dilution Risk

19.9/100

CG Stock Analysis & AI Quality Score

AI stock analysis and institutional research for Carlyle Group Inc. (CG), a Financials sector company. 13F Pro's AI-powered ranking engine scores CG at 47.3/100 on a 32-signal composite quality model, placing it at rank #1,605 of 2,879 stocks — the bottom half of the AI-ranked universe. CG scores in the top quartile across earnings quality (83.0). Areas of concern include free cash flow (6.5) and institutional flow (28.7), which score below median versus the broader universe. Shareholder dilution risk is elevated at 19.9/100, reflecting ongoing share issuance or stock-based compensation. Based on the latest XBRL financial filings (Q1 2026), Carlyle Group Inc. reports quarterly revenue of $254.0M, net income of $-132.2M, free cash flow of $-1.3B. Top institutional holders of CG by reported 13-F value include BlackRock,, Capital World Investors, HARRIS ASSOCIATES L P, based on the most recent SEC filings. CG trades on the Nasdaq exchange and files with the SEC under CIK 1527166. 13F Pro's AI research platform runs 10 specialized AI analysts — value, growth, momentum, macro, and activist specialists — that debate CG daily and publish AI-generated analysis with cited SEC sources. The platform aggregates historical XBRL financial facts, 10-Q and 10-K filings, insider Form 4 transactions, and institutional 13-F holdings for Carlyle Group Inc. directly from SEC EDGAR. Carlyle Group Inc.'s 13F Pro composite quality score has ranged between 32 and 83 since 2021, currently 47.3 — a declining long-term trajectory across 28 quarterly and live scoring snapshots.

✦

Fun facts about Carlyle Group Inc.

Quirks, history, and lore behind CG — the kind of stuff that makes a stock memorable.

1
The Basics
U.S. alternative asset management firm · large-cap · listed on Nasdaq · headquartered in Washington, DC.
2
The Numbers
It manages roughly $400 billion in assets across more than 500 investment vehicles — making it one of the largest private equity firms on the planet.
3
The History
Founded in 1987 by three former government insiders, it was named after a New York hotel — and its DC address was no accident, given its early taste for defense and government-adjacent deals.
4
The Secret
Its alumni network reads like a geopolitical who's-who — former secretaries of state, defense secretaries, and heads of state have all passed through its orbit, earning it a reputation as Washington's shadow cabinet.
5
The Lore
It owned Dunkin' Donuts, Hertz, and Booz Allen Hamilton at various points — and famously held a defense contractor stake when the September 11 attacks occurred, with investors including the bin Laden family.
6
The Giveaway
Three founders. One DC address. A name borrowed from a Manhattan hotel on 76th Street. Its ticker is two letters, and its logo is as understated as its power is not.

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Revenue

Q1 2026

$254.0M

Net Income

Q1 2026

$-132.2M

Free Cash Flow

Q1 2026

$-1.3B

Revenue & Net Income

Earnings Per Share

Key Financials Over Time

Export Financial Table · Pro+

Revenue

+83.1% YoY

$5.43BFY 2024

FY21 $8.78BFY22 $4.44BFY23 $2.96BFY24 $5.43B

Net Income

+267.7% YoY

$1.02BFY 2024

FY21 $2.97BFY22 $1.23BFY23 $-608.4MFY24 $1.02B

EPS (Diluted)

+264.9% YoY

$2.77FY 2024

FY21 $8.20FY22 $3.35FY23 $-1.68FY24 $2.77

Total Assets

+9.1% YoY

$23.10BFY 2024

FY21 $21.25BFY22 $21.40BFY23 $21.18BFY24 $23.10B

Total Debt

—FY 2024

FY21 $2.07BFY22 $2.27BFY23 —FY24 —

Op. Cash Flow

-470.7% YoY

$-759.5MFY 2024

FY21 $1.79BFY22 $-379.3MFY23 $204.9MFY24 $-759.5M

Metric	FY 2024	FY 2023	FY 2022	FY 2021	FY 2020	FY 2019
Revenue	$5.43B +83.1%	$2.96B -33.2%	$4.44B -49.5%	$8.78B +199.3%	$2.93B -13.1%	$3.38B
Net Income	$1.02B +267.7%	$-608.4M -149.7%	$1.23B -58.8%	$2.97B +754.3%	$348.2M -8.6%	$380.9M
EPS (Diluted)	$2.77 +264.9%	$-1.68 -150.1%	$3.35 -59.1%	$8.20 +745.4%	$0.97 +3.2%	$0.94
Total Assets	$23.10B +9.1%	$21.18B -1.1%	$21.40B +0.7%	$21.25B +35.8%	$15.64B +13.3%	$13.81B
Total Debt	—	—	$2.27B +9.7%	$2.07B +5.1%	$1.97B -0.3%	$1.98B
Operating Cash Flow	$-759.5M -470.7%	$204.9M +154.0%	$-379.3M -121.2%	$1.79B +1158.5%	$-169.2M -147.2%	$358.6M

AI Insight: CG Financial Trends

Q1 2026 marks Carlyle's first net loss in the observed period as revenue collapsed to $254M — the lowest in eight quarters.

• Revenue fell sharply from $1,901M in Q4 2025 to $254M in Q1 2026, the weakest quarter in the dataset.

• Net income swung to a $132M loss in Q1 2026, versus a $358M profit in Q4 2025 — a $490M quarter-over-quarter reversal.

• Operating cash flow has been negative in five of eight quarters, including a steep -$1,242M in Q1 2026.

• Revenue and earnings showed elevated volatility throughout, ranging from $333M to $2,635M across the eight quarters.

⚠ Q1 2026 net loss of $132M — first loss in the series — warrants monitoring for whether it signals a structural or one-time earnings break.

⚠ Operating cash outflow of -$1,242M in Q1 2026 matches Q2 2024 lows; sustained negative OCF could pressure liquidity.

⚠ Q3 2025 revenue of $333M similarly preceded a strong Q4 2025 bounce to $1,901M — seasonal or deal-timing patterns may distort single-quarter reads.

AI Insight: CG Ratio Trends

Q1 2026 operating margin collapsed to -70.5%, the first deeply negative quarter in the observable history, signaling a severe one-quarter earnings shock.

• Operating margin swung from +24.3% in Q4 2025 to -70.5% in Q1 2026, a ~95pp quarter-over-quarter deterioration.

• Net profit margin followed, crashing from 18.8% in Q4 2025 to -52.0% in Q1 2026, turning sharply negative.

• ROA turned negative at -1.8% in Q1 2026, reversing the positive 4.9% reading posted just one quarter prior.

• The TTM OpMargin of 19.9% masks Q1 2026 severity, as prior quarters (Q2–Q4 2025) averaged ~26% operating margin.

⚠ Q3 2025 showed NPM collapsing to 0.3% before recovering — Q1 2026's -52.0% suggests recurring volatile, one-off-driven earnings.

⚠ Whether Q1 2026 losses reflect a one-time charge or structural deterioration is critical; next quarter's margin recovery is key.

⚠ ROE, ROIC, and D/E data are entirely absent, leaving capital efficiency and leverage picture incomplete across all periods.

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Available Research

13F Pro tracks comprehensive data for Carlyle Group Inc. including:

SEC EDGAR filings (10-K, 10-Q, 8-K)

XBRL financial facts (revenue, EPS, margins)

Insider transactions (Form 4)

Institutional 13F holdings

Quality rankings (32 signals)

AI analyst debates & daily meetings

Historical financial trends

Peer comparison & sector analysis

Top Institutional Holders of CG

BlackRock, Inc.
$1.5B31,024,445 sh
Capital World Investors
$862.7M17,827,216 sh
HARRIS ASSOCIATES L P
$802.5M16,583,907 sh
VANGUARD PORTFOLIO MANAGEMENT LLC
$571.9M11,819,550 sh
VANGUARD CAPITAL MANAGEMENT LLC
$551.3M11,393,671 sh
MORGAN STANLEY
$492.2M10,172,445 sh
STATE STREET CORP
$468.5M9,680,870 sh
MASSACHUSETTS FINANCIAL SERVICES CO /MA/
$372.9M7,649,009 sh
MILLENNIUM MANAGEMENT LLC
$329.2M6,803,055 sh
WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC
$304.9M6,301,109 sh

Fund	Value	Shares
BlackRock, Inc.	$1.5B	31,024,445
Capital World Investors	$862.7M	17,827,216
HARRIS ASSOCIATES L P	$802.5M	16,583,907
VANGUARD PORTFOLIO MANAGEMENT LLC	$571.9M	11,819,550
VANGUARD CAPITAL MANAGEMENT LLC	$551.3M	11,393,671
MORGAN STANLEY	$492.2M	10,172,445
STATE STREET CORP	$468.5M	9,680,870
MASSACHUSETTS FINANCIAL SERVICES CO /MA/	$372.9M	7,649,009
MILLENNIUM MANAGEMENT LLC	$329.2M	6,803,055
WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC	$304.9M	6,301,109

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Is CG a good stock to buy?

13F Pro's AI-powered analysis of Carlyle Group Inc. (CG) draws on SEC EDGAR-sourced fundamentals, institutional 13F holdings, and insider Form 4 transactions in the Financials sector (listed on Nasdaq). The 32-signal AI Quality Score, current rank, and full bull/bear verdict for CG are available on the CG stock profile dashboard — with the same data, AI insights, ratios, and institutional activity refreshed after every 10-K, 10-Q, 13F, and Form 4 filing.

Which hedge funds own CG?

Institutional investors are required to disclose their holdings quarterly via SEC Form 13F. 13F Pro aggregates these filings to show which hedge funds, mutual funds, and asset managers are buying or selling CG. Combined with insider transaction data from Form 4 filings and AI-powered analysis from 10 specialized research agents, 13F Pro provides a comprehensive view of Carlyle Group Inc.'s investment landscape.