Carlyle Secured Lending, Inc.
CGBD- Exchange
- Nasdaq
- SEC CIK
- 0001544206
In the last 90 days, Carlyle Secured Lending, Inc. insiders filed 0 open-market purchases and 1 sale; 142 institutions reported holding it in 13F filings for Q2 2026, worth $279.0M in total; no superinvestor holds it.
13F holders, Q2 2026
Institutional positions in Carlyle Secured Lending, Inc. as of Jun 30, 2026. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 142
- −9 vs. Q1 2026
- Shares held
- 26.5M
- +1.05M (+4.1%) vs. Q1 2026
- Total value
- $279.0M
- +$330.4K (+0.1%) vs. Q1 2026
- New holders
- 18
- 43 more added
- Sold out
- 27
- 40 more reduced
5 institutions that held it in Q1 2026 haven't filed for Q2 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2026: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting CGBD on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 142 | $279.0M |
| Q1 2026 | 156 | $280.7M |
| Q4 2025 | 152 | $329.7M |
| Q3 2025 | 150 | $321.6M |
| Q2 2025 | 150 | $347.8M |
| Q1 2025 | 119 | $298.4M |
| Q4 2024 | 115 | $238.0M |
| Q3 2024 | 124 | $210.3M |
| Q2 2024 | 117 | $227.7M |
| Q1 2024 | 111 | $204.3M |
| Q4 2023 | 121 | $188.9M |
| Q3 2023 | 105 | $162.3M |
| Q2 2023 | 98 | $162.5M |
| Q1 2023 | 104 | $153.5M |
| Q4 2022 | 110 | $167.2M |
| Q3 2022 | 95 | $125.2M |
| Q2 2022 | 107 | $148.9M |
| Q1 2022 | 101 | $176.3M |
| Q4 2021 | 96 | $169.0M |
| Q3 2021 | 95 | $174.9M |
| Q2 2021 | 90 | $179.8M |
| Q1 2021 | 90 | $181.0M |
Institutions, Q2 2026
Shares, value and share of portfolio for each institution holding Carlyle Secured Lending, Inc.; share changes are against Q1 2026.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Creative Planning | 3,086,927 | $32.5M | 0.02% | −145,059−4.5% | Reduced |
| Morgan Stanley | 2,799,104 | $29.5M | 0.00% | +164,323+6.2% | Added |
| Van Eck Associates Corp | 1,748,836 | $18.4M | 0.01% | +436,365+33.2% | Added |
| UBS Group AG | 1,395,189 | $14.7M | 0.00% | +158,636+12.8% | Added |
| RSM US Wealth Management LLC | 1,361,251 | $14.3M | 0.16% | −26,973−1.9% | Reduced |
| Invesco Ltd. | 1,184,888 | $12.5M | 0.00% | −125,935−9.6% | Reduced |
| Lalia Capital, LLC | 927,333 | $9.76M | 4.75% | +927,333 | New |
| Russell Investments Group, Ltd. | 870,513 | $9.17M | 0.01% | +283,330+48.3% | Added |
| Muzinich & Co., Inc. | 741,278 | $7.81M | 2.67% | +3,534+0.5% | Added |
| CF Capital LLC | 616,000 | $6.49M | 7.78% | +228,482+59.0% | Added |
| Legal & General Group Plc | 577,568 | $6.09M | 0.00% | +25,986+4.7% | Added |
| Mariner, LLC | 563,240 | $5.96M | 0.01% | +14,715+2.7% | Added |
| Sumitomo Mitsui Trust Holdings, Inc. | 519,735 | $5.47M | 0.00% | 00.0% | Unchanged |
| Diameter Capital Partners LP | 508,387 | $5.35M | 0.57% | +508,387 | New |
| Caz Investments LP | 504,665 | $5.31M | 2.53% | +484,665+2,423.3% | Added |
| Ares Management LLC | 472,187 | $4.97M | 0.22% | +232,187+96.7% | Added |
| SRS Capital Advisors, Inc. | 465,613 | $4.90M | 0.03% | +275,273+144.6% | Added |
| Two Sigma Investments, LP | 448,847 | $4.73M | 0.00% | −182,071−28.9% | Reduced |
| Rockefeller Capital Management L.P. | 444,533 | $4.68M | 0.01% | −3,105−0.7% | Reduced |
| LSV Asset Management | 352,150 | $3.71M | 0.01% | 00.0% | Unchanged |
| Novare Capital Management LLC | 287,445 | $3.03M | 0.21% | +36,050+14.3% | Added |
| Bank of America Corp | 280,420 | $2.95M | 0.00% | +29,531+11.8% | Added |
| BlackRock, Inc. | 276,868 | $2.92M | 0.00% | −6,612−2.3% | Reduced |
| Toronto Dominion Bank | 263,276 | $2.77M | 0.00% | −186,724−41.5% | Reduced |
| WCG Wealth Advisors LLC | 229,477 | $2.42M | 0.06% | +42,786+22.9% | Added |
| Callodine Capital Management, LP | 225,000 | $2.37M | 0.16% | +225,000 | New |
| Wells Fargo & Company | 224,183 | $2.36M | 0.00% | +25,017+12.6% | Added |
| Cliffwater LLC | 207,319 | $2.18M | 0.54% | 00.0% | Unchanged |
| Advisors Asset Management, Inc. | 200,997 | $2.12M | 0.03% | −10,325−4.9% | Reduced |
| Park Avenue Securities LLC | 188,424 | $1.98M | 0.01% | +188,424 | New |
| Hager Investment Management Services, LLC | 182,377 | $1.92M | 0.88% | −18,110−9.0% | Reduced |
| Hennion & Walsh Asset Management, Inc. | 170,736 | $1.80M | 0.05% | +25,777+17.8% | Added |
| Significant Wealth Partners LLC | 164,757 | $1.73M | 1.88% | +2,451+1.5% | Added |
| HighTower Advisors, LLC | 149,880 | $1.58M | 0.00% | −46,826−23.8% | Reduced |
| Ethos Financial Group, LLC | 136,990 | $1.44M | 0.10% | −3,187−2.3% | Reduced |
| XTX Topco Ltd | 136,758 | $1.44M | 0.02% | +99,646+268.5% | Added |
| LPL Financial LLC | 132,350 | $1.39M | 0.00% | −21,094−13.7% | Reduced |
| Ameriprise Financial Inc | 126,936 | $1.34M | 0.00% | −18,788−12.9% | Reduced |
| Doliver Advisors, LP | 119,781 | $1.26M | 0.29% | −6,900−5.4% | Reduced |
| Zions Bancorporation, National Association | 108,547 | $1.14M | 0.07% | −38,195−26.0% | Reduced |
| Samalin Investment Counsel, LLC | 107,636 | $1.13M | 0.36% | +529+0.5% | Added |
| Cetera Investment Advisers | 103,761 | $1.09M | 0.00% | +8,867+9.3% | Added |
| Steward Partners Investment Advisory, LLC | 101,236 | $1.07M | 0.01% | +53,246+111.0% | Added |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 100,250 | $1.06M | 0.00% | 00.0% | Unchanged |
| Raymond James Financial Inc | 95,496 | $1.01M | 0.00% | −8,589−8.3% | Reduced |
| Great West Life Assurance Co | 90,404 | $951.0K | 0.00% | +10,905+13.7% | Added |
| Pathstone Holdings, LLC | 83,677 | $881.1K | 0.00% | +2,155+2.6% | Added |
| Balyasny Asset Management LLC | 82,388 | $867.5K | 0.00% | +9,925+13.7% | Added |
| Janney Montgomery Scott LLC | 78,393 | $825.0K | 0.00% | +61,089+353.0% | Added |
| Closed-End Fund Advisors, Inc. | 78,104 | $822.4K | 0.80% | −20,681−20.9% | Reduced |
| Citadel Advisors LLC | 77,293 | $813.9K | 0.00% | +77,293 | New |
| Envestnet Asset Management Inc | 74,753 | $787.2K | 0.00% | +100.0% | Added |
| Texas Capital Bank Wealth Management Services Inc | 72,707 | $765.6K | 0.04% | +693+1.0% | Added |
| Alpine Global Management, LLC | 71,496 | $752.9K | 0.12% | −44,167−38.2% | Reduced |
| Truist Financial Corp | 67,757 | $713.5K | 0.00% | 00.0% | Unchanged |
| Apollon Wealth Management, LLC | 66,980 | $705.3K | 0.01% | +66,980 | New |
| Denali Advisors LLC | 66,398 | $699.2K | 0.07% | −6,314−8.7% | Reduced |
| Neuberger Berman Group LLC | 65,157 | $686.1K | 0.00% | −6,144−8.6% | Reduced |
| Verdence Capital Advisors LLC | 55,956 | $589.2K | 0.03% | +14,001+33.4% | Added |
| Advisor Group Holdings, Inc. | 53,857 | $567.3K | 0.00% | +3,278+6.5% | Added |
| BI Asset Management Fondsmaeglerselskab A/S | 52,475 | $553.0K | 0.00% | −230,083−81.4% | Reduced |
| Whipplewood Advisors, LLC | 51,820 | $545.7K | 0.37% | +16,967+48.7% | Added |
| Naviter Wealth, LLC | 49,300 | $536.4K | 0.05% | −20,190−29.1% | Reduced |
| US Bancorp | 50,000 | $526.5K | 0.00% | 00.0% | Unchanged |
| Virtus Investment Advisers, Inc. | 46,857 | $493.4K | 0.11% | −8,866−15.9% | Reduced |
| Palliser Capital (UK) Ltd | 45,703 | $481.3K | 0.26% | +45,703 | New |
| Compass Financial Management LLC | 44,160 | $463.6K | 0.06% | +44,160 | New |
| CI Private Wealth, LLC | 42,902 | $451.8K | 0.00% | −132,399−75.5% | Reduced |
| Almitas Capital LLC | 42,885 | $451.6K | 0.11% | 00.0% | Unchanged |
| AQR Capital Management LLC | 40,673 | $428.3K | 0.00% | −518−1.3% | Reduced |
| Commerce Bank | 40,381 | $425.2K | 0.00% | 00.0% | Unchanged |
| Ieq Capital, LLC | 40,295 | $424.3K | 0.00% | 00.0% | Unchanged |
| Lido Advisors, LLC | 38,124 | $414.6K | 0.00% | +612+1.6% | Added |
| Farther Finance Advisors, LLC | 35,978 | $378.8K | 0.00% | +800+2.3% | Added |
| DRW Securities, LLC | 35,202 | $370.7K | 0.02% | −8,808−20.0% | Reduced |
| Royal Bank of Canada | 34,501 | $363.0K | 0.00% | −6,640−16.1% | Reduced |
| MAI Capital Management | 33,774 | $355.6K | 0.00% | 00.0% | Unchanged |
| Cerberus Capital Management, L.P. | 30,000 | $315.9K | 0.02% | 00.0% | Unchanged |
| Jane Street Group, LLC | 29,803 | $313.8K | 0.00% | +29,803 | New |
| Independent Financial Group, LLC | 28,072 | $295.6K | 0.01% | +5,190+22.7% | Added |
| Mackenzie Financial Corp | 27,606 | $290.7K | 0.00% | +100.0% | Added |
| United Advisor Group, LLC | 26,181 | $275.7K | 0.03% | −6,117−18.9% | Reduced |
| Transcend Wealth Collective, LLC | 25,015 | $263.4K | 0.02% | 00.0% | Unchanged |
| NewEdge Wealth, LLC | 24,760 | $260.7K | 0.00% | 00.0% | Unchanged |
| Cascade Financial Partners, LLC | 24,620 | $259.2K | 0.02% | +24,620 | New |
| MQS Management LLC | 24,386 | $256.8K | 0.31% | +2,103+9.4% | Added |
| Glenmede Trust Co NA | 23,500 | $247.5K | 0.00% | −1,675−6.7% | Reduced |
| SMH Capital Advisors Inc | 21,946 | $231.1K | 0.91% | −192−0.9% | Reduced |
| Summit Financial, LLC | 21,130 | $229.9K | 0.00% | 00.0% | Unchanged |
| Savant Capital, LLC | 21,374 | $225.1K | 0.00% | +713+3.5% | Added |
| Aptus Capital Advisors, LLC | 21,291 | $224.2K | 0.00% | 00.0% | Unchanged |
| Clarus Group, Inc. | 21,291 | $224.2K | 0.08% | 00.0% | Unchanged |
| Cornerstone Advisory, LLC | 20,978 | $220.9K | 0.02% | +2,563+13.9% | Added |
| Cerity Partners LLC | 20,231 | $213.0K | 0.00% | +20,231 | New |
| JPMorgan Chase & Co | 19,500 | $211.8K | 0.00% | 00.0% | Unchanged |
| Black Maple Capital Management LP | 20,000 | $210.6K | 0.14% | +20,000 | New |
| Fifth Third Bancorp | 19,324 | $203.5K | 0.00% | −80,233−80.6% | Reduced |
| Quantbot Technologies LP | 19,084 | $201.0K | 0.01% | +18,696+4,818.6% | Added |
| International Assets Investment Management, LLC | 18,125 | $198.3K | 0.01% | 00.0% | Unchanged |
| Mercer Global Advisors Inc | 17,562 | $184.9K | 0.00% | 00.0% | Unchanged |