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