Skip to main content
Livermore
Livermore
ZHEN

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, Q4 2021

Institutional positions in Carlyle Secured Lending, Inc. as of Dec 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
96
+1 vs. Q3 2021
Shares held
12.3M
−734.0K (−5.6%) vs. Q3 2021
Total value
$169.0M
−$5.93M (−3.4%) vs. Q3 2021
New holders
15
40 more added
Sold out
14
21 more reduced

Compare with Q3 2021: 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.

Institutional holdersQ4 2021: 96 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 heldQ4 2021: $169.0M
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, Q4 2021

Shares, value and share of portfolio for each institution holding Carlyle Secured Lending, Inc.; share changes are against Q3 2021.

Institutions holding CGBD in Q4 2021
InstitutionSharesValue% of portfolioChange in sharesAction
Baystate Wealth Management LLC400$5.00K0.00%+400New
Sound Income Strategies, LLC729$10.0K0.00%+322+79.1%Added
Barnett & Company, Inc.900$12.0K0.01%00.0%Unchanged
AllSquare Wealth Management LLC1,700$23.0K0.01%00.0%Unchanged
Tradition Wealth Management, LLC2,412$33.0K0.00%+39+1.6%Added
Quantbot Technologies LP3,100$42.0K0.00%+300+10.7%Added
Steward Partners Investment Advisory, LLC3,800$52.0K0.00%−258−6.4%Reduced
Future Financial Wealth Managment LLC4,000$55.0K0.04%+4,000New
IFP Advisors, Inc4,587$63.0K0.00%00.0%Unchanged
PEAK6 Investments LLC6,278$86.0K0.00%−990−13.6%Reduced
Wells Fargo & Company7,590$104.0K0.00%+2,617+52.6%Added
Blair William & Co10,000$137.0K0.00%00.0%Unchanged
S.C. Financial Services, Inc.10,000$143.0K0.16%+10,000New
Boothbay Fund Management, LLC10,850$149.0K0.00%+10,850New
First Republic Investment Management, Inc.11,100$152.0K0.00%00.0%Unchanged
Edge Capital Group, LLC11,314$155.0K0.01%00.0%Unchanged
Marcum Wealth, LLC11,314$155.0K0.02%00.0%Unchanged
Comerica Bank11,385$160.0K0.00%00.0%Unchanged
National Asset Management, Inc.12,069$166.0K0.00%+341+2.9%Added
Roosevelt Investment Group LLC13,490$185.0K0.01%−6,519−32.6%Reduced
WealthTrust Axiom LLC14,100$193.0K0.06%−18,200−56.3%Reduced
Commonwealth Equity Services, LLC14,808$203.0K0.00%+154+1.1%Added
Regatta Capital Group, LLC15,604$214.0K0.07%+15,604New
ExodusPoint Capital Management, LP16,074$221.0K0.00%+163+1.0%Added
BNP Paribas Arbitrage, SA16,395$225.1K0.00%+16,395New
Independent Financial Group, LLC16,630$228.3K0.02%00.0%Unchanged
Harbor Investment Advisory, LLC16,776$230.0K0.03%00.0%Unchanged
Great West Life Assurance Co17,540$240.0K0.00%−470−2.6%Reduced
Cerity Partners LLC18,370$252.0K0.00%+306+1.7%Added
Cetera Investment Advisers18,747$257.0K0.00%+7,492+66.6%Added
LPL Financial LLC18,936$260.0K0.00%+1,816+10.6%Added
Stifel Financial Corp20,063$275.0K0.00%−5,559−21.7%Reduced
Trexquant Investment LP20,704$284.0K0.02%+20,704New
Atom Investors LP21,773$299.0K0.08%+21,773New
Eagle Global Advisors LLC23,960$329.0K0.02%+23,960New
Rockefeller Capital Management L.P.26,375$362.0K0.00%+165+0.6%Added
Verdence Capital Advisors LLC27,121$372.0K0.04%00.0%Unchanged
HRT Financial LP29,551$405.0K0.00%+6,420+27.8%Added
PDT Partners, LLC30,107$413.0K0.03%+2,409+8.7%Added
Caxton Associates LP32,323$444.0K0.06%+32,323New
Jump Financial, LLC32,900$452.0K0.03%+32,900New
YorkBridge Wealth Partners, LLC34,900$479.0K0.11%00.0%Unchanged
Quadrature Capital Ltd35,367$486.0K0.03%+9,408+36.2%Added
Pathstone Family Office, LLC35,619$489.0K0.01%+462+1.3%Added
Envestnet Asset Management Inc36,208$497.0K0.00%+7,492+26.1%Added
Advisor Group Holdings, Inc.39,658$544.0K0.00%+4,925+14.2%Added
FineMark National Bank & Trust40,381$554.0K0.02%00.0%Unchanged
U.S. Capital Wealth Advisors, LLC40,695$559.0K0.02%+40,695New
Northeast Financial Consultants Inc42,770$587.0K0.04%+42,770New
Cornerstone Advisory, LLC44,430$610.0K0.09%+6,449+17.0%Added
Clarus Group, Inc.45,001$617.0K0.41%00.0%Unchanged
Glenmede Trust Co NA46,004$631.0K0.00%−14,247−23.6%Reduced
Virtus ETF Advisers LLC48,627$668.0K0.25%−11,237−18.8%Reduced
GraniteShares Advisors LLC49,873$684.0K0.32%+49,873New
US Bancorp50,000$687.0K0.00%00.0%Unchanged
Bridgeway Capital Management, LLC50,000$687.0K0.01%00.0%Unchanged
Janney Montgomery Scott LLC55,029$756.0K0.00%+5,755+11.7%Added
International Assets Investment Management, LLC56,600$777.0K0.14%00.0%Unchanged
Raymond James Financial Services Advisors, Inc.64,089$880.0K0.00%−13,870−17.8%Reduced
Advisors Asset Management, Inc.66,992$919.8K0.01%+52+0.1%Added
Bessemer Group Inc73,185$1.00M0.00%00.0%Unchanged
Acadian Asset Management LLC75,883$1.04M0.00%+42,901+130.1%Added
Goldman Sachs Group Inc78,880$1.08M0.00%00.0%Unchanged
Cresset Asset Management, LLC81,702$1.15M0.01%+6,243+8.3%Added
JPMorgan Chase & Co86,185$1.18M0.00%+2,487+3.0%Added
Mackenzie Financial Corp90,932$1.25M0.00%+208+0.2%Added
Raymond James & Associates95,067$1.30M0.00%+130.0%Added
Intrepid Family Office LLC100,000$1.37M1.60%+100,000New
Benefit Street Partners LLC102,470$1.41M0.47%00.0%Unchanged
Millennium Management LLC104,365$1.43M0.00%+33,298+46.9%Added
Royal Bank of Canada155,450$2.13M0.00%+8,206+5.6%Added
Clear Harbor Asset Management, LLC156,305$2.15M0.23%+52,870+51.1%Added
Bank of America Corp162,063$2.23M0.00%+24,575+17.9%Added
Zeke Capital Advisors, LLC165,771$2.28M0.13%+5,196+3.2%Added
Neuberger Berman Group LLC185,711$2.55M0.00%+15,729+9.3%Added
HighTower Advisors, LLC199,498$2.74M0.01%−9,142−4.4%Reduced
Marshall Wace, LLP204,063$2.80M0.01%+105,354+106.7%Added
McKinley Capital Management LLC /Delaware205,115$2.82M0.25%−2,119−1.0%Reduced
Citadel Advisors LLC205,250$2.82M0.00%+163,922+396.6%Added
Gries Financial LLC212,667$2.92M1.19%−33,150−13.5%Reduced
Novare Capital Management LLC265,595$3.65M0.37%−2,645−1.0%Reduced
UBS Group AG278,208$3.82M0.00%+14,279+5.4%Added
Two Sigma Advisers, LP283,794$3.90M0.01%−27,006−8.7%Reduced
Truist Financial Corp306,089$4.20M0.01%−338,678−52.5%Reduced
Legal & General Group Plc312,633$4.29M0.00%−13,155−4.0%Reduced
Two Sigma Investments, LP329,739$4.53M0.01%+44,089+15.4%Added
Hennion & Walsh Asset Management, Inc.339,767$4.67M0.23%+34,766+11.4%Added
Muzinich & Co., Inc.369,399$5.06M3.49%−73,917−16.7%Reduced
Sumitomo Mitsui Trust Holdings, Inc.369,399$5.07M0.00%−73,917−16.7%Reduced
BlackRock Inc.383,255$5.26M0.00%+20,990+5.8%Added
LSV Asset Management540,600$7.42M0.01%+398,700+281.0%Added
D. E. Shaw & Co., Inc.623,609$8.56M0.01%+43,039+7.4%Added
Callodine Capital Management, LP630,000$8.65M3.57%−10,000−1.6%Reduced
Van Eck Associates Corp791,939$10.9M0.03%−22,186−2.7%Reduced
Invesco Ltd.1,059,867$14.6M0.00%−118,039−10.0%Reduced
Morgan Stanley1,214,894$16.7M0.00%+71,892+6.3%Added
Arrowstreet Capital, Limited Partnership0$00.00%−701,898−100.0%Sold out
Ameriprise Financial Inc0$00.00%−554,387−100.0%Sold out
FJ Capital Management LLC0$00.00%−91,000−100.0%Sold out
Susquehanna International Group, LLP0$00.00%−57,438−100.0%Sold out