Carlyle Group Inc. - Net Worth and Insider Trading

Carlyle Group Inc. Net Worth

The estimated net worth of Carlyle Group Inc. is at least $3.9 Billion dollars as of 2024-07-19. Carlyle Group Inc. is the 10% Owner of Ortho Clinical Diagnostics Holdings PLC and owns about 118,106,000 shares of Ortho Clinical Diagnostics Holdings PLC (OCDX) stock worth over $2.1 Billion. Carlyle Group Inc. is the 10% Owner of MKS Instruments Inc and owns about 6,482,732 shares of MKS Instruments Inc (MKSI) stock worth over $835 Million. Carlyle Group Inc. is also the of ZoomInfo Technologies Inc and owns about 40,307,862 shares of ZoomInfo Technologies Inc (ZI) stock worth over $464 Million. Besides these, Carlyle Group Inc. also holds QuidelOrtho Corp (QDEL) , Vera Therapeutics Inc (VERA) , Jasper Therapeutics Inc (JSPR) , CommScope Holding Co Inc (COMM) . Details can be seen in Carlyle Group Inc.'s Latest Holdings Summary section.

Disclaimer: The insider information is derived from SEC filings. The estimated net worth is based on the assumption that Carlyle Group Inc. has not made any transactions after 2024-07-17 and currently still holds the listed stock(s).

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Transaction Summary of Carlyle Group Inc.

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Carlyle Group Inc. Insider Ownership Reports

Based on ownership reports from SEC filings, as the reporting owner, Carlyle Group Inc. owns 41 companies in total, including PPD Inc (PPD) , ZoomInfo Technologies Inc (ZI) , and CoreSite Realty Corp (COR) among others .

Click here to see the complete history of Carlyle Group Inc.’s form 4 insider trades.

Insider Ownership Summary of Carlyle Group Inc.

Ticker Comapny Transaction Date Type of Owner
PPD PPD Inc 2020-09-21 10 percent owner
ZI ZoomInfo Technologies Inc 2022-08-15 10 percent owner
COR CoreSite Realty Corp 2020-08-05 10 percent owner
LIMIT LIMIT 2020-01-30 10 percent owner
LIMIT LIMIT 2020-01-09 10 percent owner
LIMIT LIMIT 2019-12-19 10 percent owner
LIMIT LIMIT 2016-11-16 10 percent owner
LIMIT LIMIT 2019-02-01 10 percent owner
LIMIT LIMIT 2017-06-06 10 percent owner
LIMIT LIMIT 2016-10-26 10 percent owner
LIMIT LIMIT 2015-08-17 10 percent owner
LIMIT LIMIT 2015-12-07 10 percent owner
LIMIT LIMIT 2015-12-04 10 percent owner
LIMIT LIMIT 2015-10-13 10 percent owner
LIMIT LIMIT 2012-05-02 10 percent owner
LIMIT LIMIT 2012-05-02 10 percent owner
LIMIT LIMIT 2014-12-16 10 percent owner
LIMIT LIMIT 2012-05-02 10 percent owner
LIMIT LIMIT 2012-05-02 10 percent owner
LIMIT LIMIT 2012-05-02 10 percent owner
LIMIT LIMIT 2013-11-19 10 percent owner
LIMIT LIMIT 2012-05-02 10 percent owner
LIMIT LIMIT 2013-04-12 10 percent owner
LIMIT LIMIT 2012-05-02 10 percent owner
LIMIT LIMIT 2012-05-02 10 percent owner
LIMIT LIMIT 2012-09-27 10 percent owner
LIMIT LIMIT 2012-08-15 10 percent owner
LIMIT LIMIT 2012-05-02 10 percent owner
LIMIT LIMIT 2012-05-02 10 percent owner
LIMIT LIMIT 2012-05-02 10 percent owner
LIMIT LIMIT 2012-05-02 10 percent owner
LIMIT LIMIT 2019-02-01 10 percent owner
LIMIT LIMIT 2019-12-19 10 percent owner
LIMIT LIMIT 2021-09-14 10 percent owner
LIMIT LIMIT 2023-05-08 10 percent owner
LIMIT LIMIT 2022-08-01 10 percent owner
LIMIT LIMIT 2024-02-08 10 percent owner
LIMIT LIMIT 2022-08-01 10 percent owner
LIMIT LIMIT 2022-08-17 10 percent owner
LIMIT LIMIT 2024-07-05 10 percent owner
LIMIT LIMIT 2023-01-12 10 percent owner

Carlyle Group Inc. Latest Holdings Summary

Carlyle Group Inc. currently owns a total of 7 stocks. Among these stocks, Carlyle Group Inc. owns 118,106,000 shares of Ortho Clinical Diagnostics Holdings PLC (OCDX) as of September 14, 2021, with a value of $2.1 Billion and a weighting of 53.9%. Carlyle Group Inc. owns 6,482,732 shares of MKS Instruments Inc (MKSI) as of May 8, 2023, with a value of $835 Million and a weighting of 21.62%. Carlyle Group Inc. also owns 40,307,862 shares of ZoomInfo Technologies Inc (ZI) as of August 15, 2022, with a value of $464 Million and a weighting of 12.02%. The other 4 stocks QuidelOrtho Corp (QDEL) , Vera Therapeutics Inc (VERA) , Jasper Therapeutics Inc (JSPR) , CommScope Holding Co Inc (COMM) have a combined weighting of 12.47% among all his current holdings.

Latest Holdings of Carlyle Group Inc.

Ticker Comapny Latest Transaction Date Shares Owned Current Price ($) Current Value ($)
OCDX Ortho Clinical Diagnostics Holdings PLC 2021-09-14 118,106,000 17.63 2,082,208,780
MKSI MKS Instruments Inc 2023-05-08 6,482,732 128.82 835,105,536
ZI ZoomInfo Technologies Inc 2022-08-15 40,307,862 11.52 464,346,570
QDEL QuidelOrtho Corp 2024-07-17 10,730,064 33.20 356,238,125
VERA Vera Therapeutics Inc 2022-08-17 2,960,231 34.82 103,075,243
JSPR Jasper Therapeutics Inc 2024-02-08 1,066,189 20.92 22,304,674
COMM CommScope Holding Co Inc 2016-11-16 0 1.75 0

Holding Weightings of Carlyle Group Inc.


Carlyle Group Inc. Form 4 Trading Tracker

According to the SEC Form 4 filings, Carlyle Group Inc. has made a total of 1 transactions in Ortho Clinical Diagnostics Holdings PLC (OCDX) over the past 5 years, including 0 buys and 1 sells. The most-recent trade in Ortho Clinical Diagnostics Holdings PLC is the sale of 25,300,000 shares on September 14, 2021, which brought Carlyle Group Inc. around $425 Million.

According to the SEC Form 4 filings, Carlyle Group Inc. has made a total of 1 transactions in MKS Instruments Inc (MKSI) over the past 5 years, including 0 buys and 1 sells. The most-recent trade in MKS Instruments Inc is the sale of 2,000,000 shares on May 8, 2023, which brought Carlyle Group Inc. around $172 Million.

According to the SEC Form 4 filings, Carlyle Group Inc. has made a total of 55 transactions in ZoomInfo Technologies Inc (ZI) over the past 5 years, including 0 buys and 55 sells. The most-recent trade in ZoomInfo Technologies Inc is the sale of 167,755 shares on August 15, 2022, which brought Carlyle Group Inc. around $9 Million.

More details on Carlyle Group Inc.'s insider transactions can be found in the Insider Trading History of Carlyle Group Inc. table.

Insider Trading History of Carlyle Group Inc.

No transactions are available. GuruFocus only tracks and displays the purchase and sale of non-derivative security in open market or private transactions from SEC filings with the transaction code of P or S.
Total 0
  • 1
Only the transactions in Open Market or Private Sale at the market prices are included. Other transactions such as conversion of derivative security or exercise of options are not included. Insiders are limited to only officers and/or directors of the company.

Carlyle Group Inc. Trading Performance

GuruFocus tracks the stock performance after each of Carlyle Group Inc.'s buying transactions within different timeframes. To be detailed, the average return of stocks after 3 months bought by Carlyle Group Inc. is -3.34%. GuruFocus also compares Carlyle Group Inc.'s trading performance to market benchmark return within the same time period. The performance of stocks bought by Carlyle Group Inc. within 3 months outperforms 1 times out of 2 transactions in total compared to the return of S&P 500 within the same period.

You can select different timeframes to see how Carlyle Group Inc.'s insider trading performs compared to the benchmark.

Please note GuruFocus will not track the insiders’ transaction performance if he/she does not have buying transactions.

Performance of Carlyle Group Inc.

Average Return

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Average return per transaction

Outperforming Transactions

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0 out of 1 outperforming transactions.
Each transaction is measured over a period and compared to .
1 Month 3 Months 6 Months 1 Year 2 Years 3 Years
Return(%) 34.24 LIMIT LIMIT LIMIT LIMIT LIMIT
Relative Return to S&P 500(%) 34.06 LIMIT LIMIT LIMIT LIMIT LIMIT

Carlyle Group Inc. Ownership Network

Ownership Network List of Carlyle Group Inc.

No Data

Ownership Network Relation of Carlyle Group Inc.

Insider Network Chart

Carlyle Group Inc. Owned Company Details

What does PPD Inc do?

Who are the key executives at PPD Inc?

Carlyle Group Inc. is the 10 percent owner of PPD Inc. Other key executives at PPD Inc include 10 percent owner H&f Corporate Investors Vii, Ltd. , 10 percent owner H&f Corporate Investors Viii, Ltd. , and See Remarks David Michael Johnston .

PPD Inc (PPD) Insider Trades Summary

In summary, during the past 3 months, insiders sold 0 shares of PPD Inc (PPD) in total and bought 0 shares, with a net sale of 0 shares. During the past 18 months, 0 shares of PPD Inc (PPD) were sold and 0 shares were bought by its insiders, resulting in a net sale of 0 shares.

PPD Inc (PPD)'s detailed insider trading history can be found in Insider Trading Tracker table.

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PPD Inc Insider Transactions

No Available Data

Carlyle Group Inc. Mailing Address

Above is the net worth, insider trading, and ownership report for Carlyle Group Inc.. You might contact Carlyle Group Inc. via mailing address: C/o The Carlyle Group, 1001 Pennsylvania Avenue, N.w., Washington Dc 20004.

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