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 2022
Institutional positions in Carlyle Secured Lending, Inc. as of Mar 31, 2022. 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
- 101
- +5 vs. Q4 2021
- Shares held
- 12.2M
- −68.8K (−0.6%) vs. Q4 2021
- Total value
- $176.3M
- +$7.29M (+4.3%) vs. Q4 2021
- New holders
- 15
- 32 more added
- Sold out
- 10
- 31 more reduced
Compare with Q4 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.
| 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, Q1 2022
Shares, value and share of portfolio for each institution holding Carlyle Secured Lending, Inc.; share changes are against Q4 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Morgan Stanley | 1,294,998 | $18.6M | 0.00% | +80,104+6.6% | Added |
| Van Eck Associates Corp | 1,192,023 | $17.2M | 0.04% | +400,084+50.5% | Added |
| Invesco Ltd. | 930,317 | $13.4M | 0.00% | −129,550−12.2% | Reduced |
| D. E. Shaw & Co., Inc. | 616,071 | $8.87M | 0.01% | −7,538−1.2% | Reduced |
| LSV Asset Management | 554,500 | $7.98M | 0.01% | +13,900+2.6% | Added |
| Callodine Capital Management, LP | 470,000 | $6.76M | 2.20% | −160,000−25.4% | Reduced |
| UBS Group AG | 371,148 | $5.34M | 0.00% | +92,940+33.4% | Added |
| Two Sigma Investments, LP | 369,581 | $5.32M | 0.02% | +39,842+12.1% | Added |
| Muzinich & Co., Inc. | 367,467 | $5.29M | 3.68% | −1,932−0.5% | Reduced |
| Sumitomo Mitsui Trust Holdings, Inc. | 367,467 | $5.29M | 0.00% | −1,932−0.5% | Reduced |
| Hennion & Walsh Asset Management, Inc. | 342,865 | $4.93M | 0.26% | +3,098+0.9% | Added |
| BlackRock Inc. | 341,522 | $4.92M | 0.00% | −41,733−10.9% | Reduced |
| Two Sigma Advisers, LP | 341,100 | $4.91M | 0.01% | +57,306+20.2% | Added |
| Legal & General Group Plc | 292,967 | $4.22M | 0.00% | −19,666−6.3% | Reduced |
| Neuberger Berman Group LLC | 263,917 | $3.80M | 0.00% | +78,206+42.1% | Added |
| Novare Capital Management LLC | 262,445 | $3.78M | 0.40% | −3,150−1.2% | Reduced |
| Bank of America Corp | 257,609 | $3.71M | 0.00% | +95,546+59.0% | Added |
| Gries Financial LLC | 212,667 | $3.06M | 1.13% | 00.0% | Unchanged |
| McKinley Capital Management LLC /Delaware | 205,337 | $2.96M | 0.29% | +222+0.1% | Added |
| HighTower Advisors, LLC | 198,724 | $2.86M | 0.01% | −774−0.4% | Reduced |
| Zeke Capital Advisors, LLC | 165,771 | $2.38M | 0.12% | 00.0% | Unchanged |
| Cresset Asset Management, LLC | 155,177 | $2.35M | 0.02% | +73,475+89.9% | Added |
| HB Wealth Management, LLC | 162,224 | $2.33M | 0.04% | +162,224 | New |
| Royal Bank of Canada | 160,388 | $2.31M | 0.00% | +4,938+3.2% | Added |
| Truist Financial Corp | 108,219 | $1.56M | 0.00% | −197,870−64.6% | Reduced |
| Millennium Management LLC | 100,433 | $1.45M | 0.00% | −3,932−3.8% | Reduced |
| Intrepid Family Office LLC | 100,000 | $1.44M | 2.35% | 00.0% | Unchanged |
| Raymond James & Associates | 92,562 | $1.33M | 0.00% | −2,505−2.6% | Reduced |
| Mackenzie Financial Corp | 89,677 | $1.29M | 0.00% | −1,255−1.4% | Reduced |
| Citadel Advisors LLC | 83,417 | $1.20M | 0.00% | −121,833−59.4% | Reduced |
| Goldman Sachs Group Inc | 78,880 | $1.14M | 0.00% | 00.0% | Unchanged |
| Caxton Associates LP | 74,734 | $1.07M | 0.10% | +42,411+131.2% | Added |
| Bessemer Group Inc | 73,185 | $1.05M | 0.00% | 00.0% | Unchanged |
| Janney Montgomery Scott LLC | 70,655 | $1.02M | 0.00% | +15,626+28.4% | Added |
| JPMorgan Chase & Co | 65,904 | $948.0K | 0.00% | −20,281−23.5% | Reduced |
| Acadian Asset Management LLC | 65,890 | $947.0K | 0.00% | −9,993−13.2% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 60,626 | $872.0K | 0.00% | −3,463−5.4% | Reduced |
| International Assets Investment Management, LLC | 56,600 | $814.0K | 0.15% | 00.0% | Unchanged |
| GraniteShares Advisors LLC | 54,725 | $787.0K | 0.43% | +4,852+9.7% | Added |
| Virtus ETF Advisers LLC | 53,808 | $774.0K | 0.35% | +5,181+10.7% | Added |
| US Bancorp | 50,000 | $720.0K | 0.00% | 00.0% | Unchanged |
| Marshall Wace, LLP | 46,291 | $665.0K | 0.00% | −157,772−77.3% | Reduced |
| Glenmede Trust Co NA | 46,004 | $661.0K | 0.00% | 00.0% | Unchanged |
| Northeast Financial Consultants Inc | 42,770 | $615.0K | 0.04% | 00.0% | Unchanged |
| Condor Capital Management | 42,694 | $614.0K | 0.07% | +42,694 | New |
| FineMark National Bank & Trust | 40,381 | $581.0K | 0.02% | 00.0% | Unchanged |
| U.S. Capital Wealth Advisors, LLC | 40,270 | $579.0K | 0.02% | −425−1.0% | Reduced |
| Envestnet Asset Management Inc | 36,521 | $526.0K | 0.00% | +313+0.9% | Added |
| Pathstone Family Office, LLC | 36,087 | $520.0K | 0.01% | +468+1.3% | Added |
| Advisor Group Holdings, Inc. | 35,139 | $505.0K | 0.00% | −4,519−11.4% | Reduced |
| PDT Partners, LLC | 34,520 | $497.0K | 0.04% | +4,413+14.7% | Added |
| YorkBridge Wealth Partners, LLC | 33,400 | $481.0K | 0.11% | −1,500−4.3% | Reduced |
| Clarus Group, Inc. | 29,464 | $424.0K | 0.29% | −15,537−34.5% | Reduced |
| Quadrature Capital Ltd | 27,923 | $402.0K | 0.02% | −7,444−21.0% | Reduced |
| Verdence Capital Advisors LLC | 27,121 | $390.0K | 0.04% | 00.0% | Unchanged |
| Stifel Financial Corp | 26,815 | $386.0K | 0.00% | +6,752+33.7% | Added |
| Rockefeller Capital Management L.P. | 26,541 | $381.0K | 0.00% | +166+0.6% | Added |
| Bridgeway Capital Management, LLC | 25,000 | $360.0K | 0.01% | −25,000−50.0% | Reduced |
| Synovus Financial Corp | 25,000 | $360.0K | 0.00% | +25,000 | New |
| Wells Fargo & Company | 24,491 | $352.0K | 0.00% | +16,901+222.7% | Added |
| Eagle Global Advisors LLC | 23,960 | $345.0K | 0.02% | 00.0% | Unchanged |
| Jump Financial, LLC | 22,812 | $329.0K | 0.01% | −10,088−30.7% | Reduced |
| Evoke Wealth, LLC | 22,267 | $329.0K | 0.01% | +22,267 | New |
| LPL Financial LLC | 21,929 | $316.0K | 0.00% | +2,993+15.8% | Added |
| Great West Life Assurance Co | 19,936 | $305.0K | 0.00% | +2,396+13.7% | Added |
| Cerity Partners LLC | 18,680 | $269.0K | 0.00% | +310+1.7% | Added |
| Cetera Investment Advisers | 18,543 | $267.0K | 0.00% | −204−1.1% | Reduced |
| Susquehanna International Group, LLP | 18,517 | $266.0K | 0.00% | +18,517 | New |
| Independent Financial Group, LLC | 16,630 | $239.3K | 0.02% | 00.0% | Unchanged |
| Commonwealth Equity Services, LLC | 15,826 | $227.0K | 0.00% | +1,018+6.9% | Added |
| Regatta Capital Group, LLC | 15,604 | $225.0K | 0.08% | 00.0% | Unchanged |
| Trexquant Investment LP | 15,555 | $224.0K | 0.01% | −5,149−24.9% | Reduced |
| ExodusPoint Capital Management, LP | 14,627 | $210.0K | 0.00% | −1,447−9.0% | Reduced |
| Roosevelt Investment Group LLC | 13,490 | $194.0K | 0.01% | 00.0% | Unchanged |
| Alliancebernstein L.P. | 13,425 | $193.0K | 0.00% | +13,425 | New |
| First Republic Investment Management, Inc. | 13,100 | $189.0K | 0.00% | +2,000+18.0% | Added |
| Northern Trust Corp | 13,127 | $189.0K | 0.00% | +13,127 | New |
| National Asset Management, Inc. | 12,354 | $178.0K | 0.01% | +285+2.4% | Added |
| Cornerstone Advisory, LLC | 12,065 | $174.0K | 0.03% | −32,365−72.8% | Reduced |
| Welch & Forbes LLC | 12,090 | $174.0K | 0.00% | +12,090 | New |
| Comerica Bank | 11,385 | $169.0K | 0.00% | 00.0% | Unchanged |
| Edge Capital Group, LLC | 11,314 | $163.0K | 0.01% | 00.0% | Unchanged |
| Marcum Wealth, LLC | 11,314 | $163.0K | 0.02% | 00.0% | Unchanged |
| S.C. Financial Services, Inc. | 10,000 | $144.0K | 0.18% | 00.0% | Unchanged |
| Blair William & Co | 10,000 | $144.0K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 4,587 | $83.0K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 4,408 | $63.0K | 0.00% | +4,408 | New |
| Steward Partners Investment Advisory, LLC | 4,150 | $60.0K | 0.00% | +350+9.2% | Added |
| Future Financial Wealth Managment LLC | 4,000 | $58.0K | 0.05% | 00.0% | Unchanged |
| BNP Paribas Arbitrage, SA | 3,753 | $54.0K | 0.00% | −12,642−77.1% | Reduced |
| Tradition Wealth Management, LLC | 2,450 | $35.0K | 0.00% | +38+1.6% | Added |
| AllSquare Wealth Management LLC | 1,700 | $24.0K | 0.01% | 00.0% | Unchanged |
| PEAK6 Investments LLC | 934 | $13.0K | 0.00% | −5,344−85.1% | Reduced |
| Sound Income Strategies, LLC | 891 | $13.0K | 0.00% | +162+22.2% | Added |
| Baystate Wealth Management LLC | 410 | $6.00K | 0.00% | +10+2.5% | Added |
| Monetary Management Group Inc | 300 | $4.00K | 0.00% | +300 | New |
| PSI Advisors, LLC | 250 | $4.00K | 0.00% | +250 | New |
| Barclays PLC | 160 | $2.00K | 0.00% | +160 | New |
| Group One Trading, L.P. | 100 | $1.00K | 0.00% | +100 | New |
| AdvisorNet Financial, Inc | 24 | $0 | 0.00% | +24 | New |