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