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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, Q4 2022

Institutional positions in Carlyle Secured Lending, Inc. as of Dec 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
110
+16 vs. Q3 2022
Shares held
11.7M
+814.8K (+7.5%) vs. Q3 2022
Total value
$167.2M
+$42.1M (+33.6%) vs. Q3 2022
New holders
28
40 more added
Sold out
12
24 more reduced

1 institution that held it in Q3 2022 haven't filed for Q4 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q3 2022: 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 2022: 110 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 2022: $167.2M
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 2022

Shares, value and share of portfolio for each institution holding Carlyle Secured Lending, Inc.; share changes are against Q3 2022.

Institutions holding CGBD in Q4 2022
InstitutionSharesValue% of portfolioChange in sharesAction
Morgan Stanley1,511,212$21.6M0.00%+182,335+13.7%Added
LSV Asset Management886,372$12.7M0.03%+293,772+49.6%Added
Millennium Management LLC803,003$11.5M0.01%+762,877+1,901.2%Added
Van Eck Associates Corp647,313$9.26M0.02%+23,143+3.7%Added
Two Sigma Investments, LP488,908$7.00M0.02%+117,543+31.7%Added
Two Sigma Advisers, LP449,300$6.43M0.02%+84,900+23.3%Added
BlackRock Inc.448,046$6.41M0.00%+6,404+1.5%Added
D. E. Shaw & Co., Inc.374,012$5.35M0.01%−137,439−26.9%Reduced
Legal & General Group Plc339,738$4.87M0.00%+3,610+1.1%Added
Sumitomo Mitsui Trust Holdings, Inc.339,600$4.86M0.00%−490.0%Reduced
Muzinich & Co., Inc.339,600$4.86M4.29%−490.0%Reduced
Novare Capital Management LLC280,595$4.02M0.47%+6,925+2.5%Added
Hennion & Walsh Asset Management, Inc.277,285$3.97M0.24%−28,080−9.2%Reduced
Bank of America Corp271,780$3.89M0.00%−10,193−3.6%Reduced
UBS Group AG246,837$3.53M0.00%+49,863+25.3%Added
Gries Financial LLC216,597$3.10M1.03%00.0%Unchanged
McKinley Capital Management LLC /Delaware189,159$2.71M0.36%−11,277−5.6%Reduced
Royal Bank of Canada186,757$2.67M0.00%+19,206+11.5%Added
HB Wealth Management, LLC162,224$2.32M0.04%00.0%Unchanged
Truist Financial Corp160,114$2.29M0.00%+79,733+99.2%Added
Cresset Asset Management, LLC150,116$2.21M0.03%+414+0.3%Added
HighTower Advisors, LLC150,389$2.15M0.00%−1,941−1.3%Reduced
Condor Capital Management132,022$1.89M0.24%+18,033+15.8%Added
Neuberger Berman Group LLC130,918$1.87M0.00%−185,297−58.6%Reduced
Advisors Asset Management, Inc.104,447$1.49M0.03%−3,944−3.6%Reduced
BI Asset Management Fondsmaeglerselskab A/S101,870$1.46M0.04%+101,870New
Janney Montgomery Scott LLC94,440$1.35M0.01%+2,816+3.1%Added
Goldman Sachs Group Inc93,499$1.34M0.00%+14,619+18.5%Added
Raymond James & Associates78,898$1.13M0.00%−1,568−1.9%Reduced
Alps Advisors Inc75,300$1.08M0.01%−10,200−11.9%Reduced
Great West Life Assurance Co72,772$1.05M0.00%+1,644+2.3%Added
Park Circle Co71,225$1.02M0.99%+71,225New
The PNC Financial Services Group, Inc.63,888$914.2K0.00%00.0%Unchanged
Raymond James Financial Services Advisors, Inc.58,529$837.5K0.00%+1,074+1.9%Added
Quadrature Capital Ltd58,154$832.5K0.02%+58,154New
Brookstone Capital Management57,246$831.2K0.02%−1,968−3.3%Reduced
International Assets Investment Management, LLC57,325$820.3K0.08%+725+1.3%Added
Marshall Wace, LLP56,354$806.4K0.00%+31,054+122.7%Added
Citadel Advisors LLC53,493$765.5K0.00%+35,388+195.5%Added
Dynamic Technology Lab Private Ltd52,095$745.0K0.07%+52,095New
US Bancorp50,000$715.5K0.00%00.0%Unchanged
Glenmede Trust Co NA46,004$658.3K0.00%00.0%Unchanged
LPL Financial LLC45,369$649.2K0.00%+4,850+12.0%Added
GraniteShares Advisors LLC42,844$613.1K0.51%−12,843−23.1%Reduced
Northeast Financial Consultants Inc42,770$612.0K0.04%00.0%Unchanged
Mackenzie Financial Corp40,825$584.2K0.00%−692−1.7%Reduced
FineMark National Bank & Trust40,381$577.9K0.03%00.0%Unchanged
U.S. Capital Wealth Advisors, LLC40,270$576.3K0.03%00.0%Unchanged
Jane Street Group, LLC38,429$549.9K0.00%+38,429New
Jump Financial, LLC38,000$543.8K0.03%+21,600+131.7%Added
Ameriprise Financial Inc37,298$533.0K0.00%+15,185+68.7%Added
Advisor Group Holdings, Inc.36,721$526.0K0.00%+2,890+8.5%Added
Arkadios Wealth Advisors33,660$481.7K0.06%+33,660New
YorkBridge Wealth Partners, LLC32,025$458.3K0.12%00.0%Unchanged
Susquehanna International Group, LLP31,800$455.1K0.00%+31,800New
Bessemer Group Inc31,500$451.0K0.00%+31,500New
Stifel Financial Corp31,313$448.1K0.00%+787+2.6%Added
Keebeck Wealth Management, LLC30,100$444.0K0.08%+3,010+11.1%Added
Caxton Associates LP29,949$428.6K0.03%+29,949New
Clarus Group, Inc.29,464$421.6K0.37%00.0%Unchanged
National Asset Management, Inc.27,631$399.8K0.01%+10,457+60.9%Added
Acadian Asset Management LLC27,910$399.0K0.00%+20,618+282.7%Added
Verdence Capital Advisors LLC27,121$388.1K0.05%00.0%Unchanged
Virtus ETF Advisers LLC25,229$361.0K0.19%−8,303−24.8%Reduced
Synovus Financial Corp25,000$357.8K0.00%00.0%Unchanged
Jenkins Wealth24,148$345.6K0.14%+24,148New
Eagle Global Advisors LLC23,960$342.9K0.02%00.0%Unchanged
JPMorgan Chase & Co22,608$324.0K0.00%−43,688−65.9%Reduced
Financial Alternatives, Inc21,780$311.7K0.31%+21,780New
ExodusPoint Capital Management, LP21,390$306.0K0.00%+21,390New
HRT Financial LP21,295$304.0K0.00%+21,295New
AE Wealth Management LLC20,753$297.0K0.00%+20,753New
Independent Financial Group, LLC20,215$289.3K0.02%+4,000+24.7%Added
Cerity Partners LLC19,787$283.2K0.00%+418+2.2%Added
Cubist Systematic Strategies, LLC19,077$273.0K0.00%+19,077New
Commonwealth Equity Services, LLC17,655$252.0K0.00%−778−4.2%Reduced
Wells Fargo & Company17,119$245.0K0.00%−3,914−18.6%Reduced
Rockefeller Capital Management L.P.16,584$237.0K0.00%+4,186+33.8%Added
Leonteq Securities AG16,000$229.0K0.01%+16,000New
Northern Trust Corp15,039$215.2K0.00%−1,342−8.2%Reduced
Envestnet Asset Management Inc14,496$207.4K0.00%−20,485−58.6%Reduced
Bank of New York Mellon Corp13,485$193.0K0.00%+13,485New
Putnam Investments LLC13,471$192.8K0.00%−2,084−13.4%Reduced
First Republic Investment Management, Inc.13,100$187.5K0.00%−167−1.3%Reduced
CI Private Wealth, LLC12,376$177.1K0.00%+12,376New
Edge Capital Group, LLC11,314$161.9K0.01%00.0%Unchanged
Marcum Wealth, LLC11,314$161.9K0.02%00.0%Unchanged
Captrust Financial Advisors10,960$156.8K0.00%+296+2.8%Added
Boothbay Fund Management, LLC10,399$148.8K0.01%−164−1.6%Reduced
Quantbot Technologies LP8,747$125.2K0.01%+8,747New
Lazard Asset Management LLC7,691$110.0K0.00%+159+2.1%Added
EMC Capital Management5,741$82.0K0.07%+5,741New
Steward Partners Investment Advisory, LLC4,311$61.7K0.00%+140+3.4%Added
Tower Research Capital LLC (TRC)3,998$57.0K0.00%+2,728+214.8%Added
Simplex Trading, LLC2,816$40.0K0.00%+2,816New
MinichMacGregor Wealth Management, LLC2,616$37.4K0.01%+2,616New
Tradition Wealth Management, LLC2,583$37.0K0.01%+51+2.0%Added
Allworth Financial LP2,528$36.2K0.00%00.0%Unchanged
GWM Advisors LLC2,251$32.2K0.00%+2,251New
Quarry LP1,996$28.6K0.03%+1,996New