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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, Q1 2021

Institutional positions in Carlyle Secured Lending, Inc. as of Mar 31, 2021. 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
90
No complete 13F data for Q4 2020
Shares held
13.7M
No complete 13F data for Q4 2020
Total value
$181.0M
No complete 13F data for Q4 2020

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.

Institutional holdersQ1 2021: 90 institutions
Q1 2021: 90 institutionsQ2 2021: 90 institutionsQ3 2021: 95 institutionsQ4 2021: 96 institutionsQ1 2022: 101 institutionsQ2 2022: 107 institutionsQ3 2022: 95 institutionsQ4 2022: 110 institutionsQ1 2023: 104 institutionsQ2 2023: 98 institutionsQ3 2023: 105 institutionsQ4 2023: 121 institutionsQ1 2024: 111 institutionsQ2 2024: 117 institutionsQ3 2024: 124 institutionsQ4 2024: 115 institutionsQ1 2025: 119 institutionsQ2 2025: 150 institutionsQ3 2025: 150 institutionsQ4 2025: 152 institutionsQ1 2026: 156 institutionsQ2 2026: 142 institutions
Value heldQ1 2021: $181.0M
Q1 2021: $181.0MQ2 2021: $179.8MQ3 2021: $174.9MQ4 2021: $169.0MQ1 2022: $176.3MQ2 2022: $148.9MQ3 2022: $125.2MQ4 2022: $167.2MQ1 2023: $153.5MQ2 2023: $162.5MQ3 2023: $162.3MQ4 2023: $188.9MQ1 2024: $204.3MQ2 2024: $227.7MQ3 2024: $210.3MQ4 2024: $238.0MQ1 2025: $298.4MQ2 2025: $347.8MQ3 2025: $321.6MQ4 2025: $329.7MQ1 2026: $280.7MQ2 2026: $279.0M
Institutions holding CGBD and their total value by quarter
QuarterHoldersValue
Q2 2026142$279.0M
Q1 2026156$280.7M
Q4 2025152$329.7M
Q3 2025150$321.6M
Q2 2025150$347.8M
Q1 2025119$298.4M
Q4 2024115$238.0M
Q3 2024124$210.3M
Q2 2024117$227.7M
Q1 2024111$204.3M
Q4 2023121$188.9M
Q3 2023105$162.3M
Q2 202398$162.5M
Q1 2023104$153.5M
Q4 2022110$167.2M
Q3 202295$125.2M
Q2 2022107$148.9M
Q1 2022101$176.3M
Q4 202196$169.0M
Q3 202195$174.9M
Q2 202190$179.8M
Q1 202190$181.0M

Institutions, Q1 2021

Shares, value and share of portfolio for each institution holding Carlyle Secured Lending, Inc..

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.

Institutions holding CGBD in Q1 2021
InstitutionSharesValue% of portfolioChange in sharesAction
Morgan Stanley1,365,705$18.0M0.00%––
Arrowstreet Capital, Limited Partnership1,301,577$17.2M0.02%––
Invesco Ltd.1,141,256$15.1M0.00%––
Van Eck Associates Corp1,028,504$13.6M0.04%––
Callodine Capital Management, LP672,065$8.87M3.85%––
Truist Financial Corp652,607$8.61M0.02%––
D. E. Shaw & Co., Inc.568,358$7.50M0.01%––
Ameriprise Financial Inc554,624$7.32M0.00%––
HighTower Advisors, LLC513,596$6.78M0.02%––
Sumitomo Mitsui Trust Holdings, Inc.449,180$5.93M0.00%––
Muzinich & Co., Inc.447,690$5.91M3.36%––
Legal & General Group Plc394,384$5.21M0.00%––
BlackRock Inc.296,349$3.91M0.00%––
Two Sigma Advisers, LP255,900$3.38M0.01%––
Gries Financial LLC245,817$3.22M1.03%––
Novare Capital Management LLC227,390$3.00M0.36%––
Hennion & Walsh Asset Management, Inc.208,892$2.76M0.17%––
McKinley Capital Management LLC /Delaware199,241$2.63M0.20%––
Neuberger Berman Group LLC182,379$2.41M0.00%––
UBS Group AG163,384$2.16M0.00%––
Two Sigma Investments, LP149,762$1.98M0.01%––
Bank of America Corp123,334$1.63M0.00%––
California Public Employees Retirement System115,400$1.52M0.00%––
Susquehanna International Group, LLP114,708$1.51M0.00%––
Cresset Asset Management, LLC109,227$1.48M0.02%––
Clear Harbor Asset Management, LLC103,700$1.37M0.18%––
Benefit Street Partners LLC102,470$1.35M0.62%––
International Assets Investment Management, LLC113,200$1.33M0.12%––
US Bancorp95,000$1.25M0.00%––
Guggenheim Capital LLC94,361$1.25M0.01%––
Goldman Sachs Group Inc89,562$1.18M0.00%––
LSV Asset Management80,550$1.06M0.00%––
Raymond James Financial Services Advisors, Inc.77,928$1.03M0.00%––
Bessemer Group Inc73,185$966.0K0.00%––
Citadel Advisors LLC70,605$932.0K0.00%––
Royal Bank of Canada70,415$929.0K0.00%––
Raymond James & Associates67,009$885.0K0.00%––
Glenmede Trust Co NA60,251$795.0K0.00%––
Advisors Asset Management, Inc.60,201$794.7K0.01%––
JPMorgan Chase & Co57,796$763.0K0.00%––
YorkBridge Wealth Partners, LLC55,250$729.0K0.22%––
Virtus ETF Advisers LLC51,567$681.0K0.29%––
Susquehanna Fundamental Investments, LLC50,442$666.0K0.01%––
Bridgeway Capital Management, LLC50,000$660.0K0.01%––
Clarus Group, Inc.45,001$614.0K0.51%––
Cornerstone Advisory, LLC40,919$540.0K0.10%––
FineMark National Bank & Trust40,381$533.0K0.02%––
Mackenzie Financial Corp36,169$477.0K0.00%––
Millennium Management LLC35,300$466.0K0.00%––
WealthTrust Axiom LLC34,700$458.0K0.15%––
Pathstone Family Office, LLC34,297$453.0K0.02%––
Advisor Group Holdings, Inc.33,303$439.0K0.00%––
Summit Global Investments31,100$411.0K0.03%––
Marcum Wealth, LLC27,958$369.0K0.06%––
Stifel Financial Corp27,222$359.0K0.00%––
Verdence Capital Advisors LLC27,121$358.0K0.06%––
Envestnet Asset Management Inc26,137$345.0K0.00%––
Rockefeller Capital Management L.P.25,904$341.0K0.00%––
Blair William & Co25,000$330.0K0.00%––
Eagle Global Advisors LLC22,280$294.0K0.02%––
Roosevelt Investment Group LLC21,071$278.0K0.02%––
Stillwater Capital Advisors, LLC21,000$277.0K0.05%––
Quadrature Capital Ltd20,683$273.0K0.01%––
Aigen Investment Management, LP20,169$266.0K0.04%––
Alliancebernstein L.P.19,991$264.0K0.00%––
Independent Financial Group, LLC17,194$227.0K0.03%––
Great West Life Assurance Co16,755$220.0K0.00%––
Acadian Asset Management LLC16,088$212.0K0.00%––
PDT Partners, LLC15,535$205.0K0.01%––
Commonwealth Equity Services, LLC14,893$196.0K0.00%––
Creative Planning12,560$166.0K0.00%––
Stratos Wealth Partners, LTD.12,100$160.0K0.00%––
Comerica Bank11,385$156.0K0.00%––
Edge Capital Group, LLC11,314$149.0K0.01%––
Lindbrook Capital, LLC11,133$147.0K0.03%––
National Asset Management, Inc.11,182$140.0K0.00%––
Steward Partners Investment Advisory, LLC10,558$139.4K0.00%––
LPL Financial LLC10,155$134.0K0.00%––
Barnett & Company, Inc.5,900$78.0K0.04%––
Quantbot Technologies LP5,704$75.0K0.01%––
FNY Investment Advisers, LLC5,601$73.0K0.03%––
IFP Advisors, Inc4,587$61.0K0.00%––
Wells Fargo & Company2,257$30.0K0.00%––
Tradition Wealth Management, LLC2,297$30.0K0.01%––
Newbridge Financial Services Group, Inc.2,000$26.0K0.02%––
AllSquare Wealth Management LLC1,700$22.0K0.01%––
Harbour Investments, Inc.1,077$14.0K0.00%––
Tower Research Capital LLC (TRC)964$12.0K0.00%––
Sound Income Strategies, LLC636$8.39K0.00%––
Simplex Trading, LLC234$3.00K0.00%––