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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
FMR LLC1$140.00%+1New
AdvisorNet Financial, Inc26$3740.00%+1+4.0%Added
Belpointe Asset Management LLC184$2.63K0.00%+184New
Baystate Wealth Management LLC449$6.00K0.00%+14+3.2%Added
Parkside Financial Bank & Trust925$13.2K0.00%+925New
Sound Income Strategies, LLC1,191$17.0K0.00%−175−12.8%Reduced
Heritage Wealth Advisors1,500$21.5K0.00%00.0%Unchanged
AllSquare Wealth Management LLC1,700$24.3K0.02%00.0%Unchanged
Advisory Services Network, LLC1,932$27.7K0.00%+1,932New
Quarry LP1,996$28.6K0.03%+1,996New
GWM Advisors LLC2,251$32.2K0.00%+2,251New
Allworth Financial LP2,528$36.2K0.00%00.0%Unchanged
Tradition Wealth Management, LLC2,583$37.0K0.01%+51+2.0%Added
MinichMacGregor Wealth Management, LLC2,616$37.4K0.01%+2,616New
Simplex Trading, LLC2,816$40.0K0.00%+2,816New
Tower Research Capital LLC (TRC)3,998$57.0K0.00%+2,728+214.8%Added
Steward Partners Investment Advisory, LLC4,311$61.7K0.00%+140+3.4%Added
EMC Capital Management5,741$82.0K0.07%+5,741New
Lazard Asset Management LLC7,691$110.0K0.00%+159+2.1%Added
Quantbot Technologies LP8,747$125.2K0.01%+8,747New
Boothbay Fund Management, LLC10,399$148.8K0.01%−164−1.6%Reduced
Captrust Financial Advisors10,960$156.8K0.00%+296+2.8%Added
Edge Capital Group, LLC11,314$161.9K0.01%00.0%Unchanged
Marcum Wealth, LLC11,314$161.9K0.02%00.0%Unchanged
CI Private Wealth, LLC12,376$177.1K0.00%+12,376New
First Republic Investment Management, Inc.13,100$187.5K0.00%−167−1.3%Reduced
Putnam Investments LLC13,471$192.8K0.00%−2,084−13.4%Reduced
Bank of New York Mellon Corp13,485$193.0K0.00%+13,485New
Envestnet Asset Management Inc14,496$207.4K0.00%−20,485−58.6%Reduced
Northern Trust Corp15,039$215.2K0.00%−1,342−8.2%Reduced
Leonteq Securities AG16,000$229.0K0.01%+16,000New
Rockefeller Capital Management L.P.16,584$237.0K0.00%+4,186+33.8%Added
Wells Fargo & Company17,119$245.0K0.00%−3,914−18.6%Reduced
Commonwealth Equity Services, LLC17,655$252.0K0.00%−778−4.2%Reduced
Cubist Systematic Strategies, LLC19,077$273.0K0.00%+19,077New
Cerity Partners LLC19,787$283.2K0.00%+418+2.2%Added
Independent Financial Group, LLC20,215$289.3K0.02%+4,000+24.7%Added
AE Wealth Management LLC20,753$297.0K0.00%+20,753New
HRT Financial LP21,295$304.0K0.00%+21,295New
ExodusPoint Capital Management, LP21,390$306.0K0.00%+21,390New
Financial Alternatives, Inc21,780$311.7K0.31%+21,780New
JPMorgan Chase & Co22,608$324.0K0.00%−43,688−65.9%Reduced
Eagle Global Advisors LLC23,960$342.9K0.02%00.0%Unchanged
Jenkins Wealth24,148$345.6K0.14%+24,148New
Synovus Financial Corp25,000$357.8K0.00%00.0%Unchanged
Virtus ETF Advisers LLC25,229$361.0K0.19%−8,303−24.8%Reduced
Verdence Capital Advisors LLC27,121$388.1K0.05%00.0%Unchanged
Acadian Asset Management LLC27,910$399.0K0.00%+20,618+282.7%Added
National Asset Management, Inc.27,631$399.8K0.01%+10,457+60.9%Added
Clarus Group, Inc.29,464$421.6K0.37%00.0%Unchanged
Caxton Associates LP29,949$428.6K0.03%+29,949New
Keebeck Wealth Management, LLC30,100$444.0K0.08%+3,010+11.1%Added
Stifel Financial Corp31,313$448.1K0.00%+787+2.6%Added
Bessemer Group Inc31,500$451.0K0.00%+31,500New
Susquehanna International Group, LLP31,800$455.1K0.00%+31,800New
YorkBridge Wealth Partners, LLC32,025$458.3K0.12%00.0%Unchanged
Arkadios Wealth Advisors33,660$481.7K0.06%+33,660New
Advisor Group Holdings, Inc.36,721$526.0K0.00%+2,890+8.5%Added
Ameriprise Financial Inc37,298$533.0K0.00%+15,185+68.7%Added
Jump Financial, LLC38,000$543.8K0.03%+21,600+131.7%Added
Jane Street Group, LLC38,429$549.9K0.00%+38,429New
U.S. Capital Wealth Advisors, LLC40,270$576.3K0.03%00.0%Unchanged
FineMark National Bank & Trust40,381$577.9K0.03%00.0%Unchanged
Mackenzie Financial Corp40,825$584.2K0.00%−692−1.7%Reduced
Northeast Financial Consultants Inc42,770$612.0K0.04%00.0%Unchanged
GraniteShares Advisors LLC42,844$613.1K0.51%−12,843−23.1%Reduced
LPL Financial LLC45,369$649.2K0.00%+4,850+12.0%Added
Glenmede Trust Co NA46,004$658.3K0.00%00.0%Unchanged
US Bancorp50,000$715.5K0.00%00.0%Unchanged
Dynamic Technology Lab Private Ltd52,095$745.0K0.07%+52,095New
Citadel Advisors LLC53,493$765.5K0.00%+35,388+195.5%Added
Marshall Wace, LLP56,354$806.4K0.00%+31,054+122.7%Added
International Assets Investment Management, LLC57,325$820.3K0.08%+725+1.3%Added
Brookstone Capital Management57,246$831.2K0.02%−1,968−3.3%Reduced
Quadrature Capital Ltd58,154$832.5K0.02%+58,154New
Raymond James Financial Services Advisors, Inc.58,529$837.5K0.00%+1,074+1.9%Added
The PNC Financial Services Group, Inc.63,888$914.2K0.00%00.0%Unchanged
Park Circle Co71,225$1.02M0.99%+71,225New
Great West Life Assurance Co72,772$1.05M0.00%+1,644+2.3%Added
Alps Advisors Inc75,300$1.08M0.01%−10,200−11.9%Reduced
Raymond James & Associates78,898$1.13M0.00%−1,568−1.9%Reduced
Goldman Sachs Group Inc93,499$1.34M0.00%+14,619+18.5%Added
Janney Montgomery Scott LLC94,440$1.35M0.01%+2,816+3.1%Added
BI Asset Management Fondsmaeglerselskab A/S101,870$1.46M0.04%+101,870New
Advisors Asset Management, Inc.104,447$1.49M0.03%−3,944−3.6%Reduced
Neuberger Berman Group LLC130,918$1.87M0.00%−185,297−58.6%Reduced
Condor Capital Management132,022$1.89M0.24%+18,033+15.8%Added
HighTower Advisors, LLC150,389$2.15M0.00%−1,941−1.3%Reduced
Cresset Asset Management, LLC150,116$2.21M0.03%+414+0.3%Added
Truist Financial Corp160,114$2.29M0.00%+79,733+99.2%Added
HB Wealth Management, LLC162,224$2.32M0.04%00.0%Unchanged
Royal Bank of Canada186,757$2.67M0.00%+19,206+11.5%Added
McKinley Capital Management LLC /Delaware189,159$2.71M0.36%−11,277−5.6%Reduced
Gries Financial LLC216,597$3.10M1.03%00.0%Unchanged
UBS Group AG246,837$3.53M0.00%+49,863+25.3%Added
Bank of America Corp271,780$3.89M0.00%−10,193−3.6%Reduced
Hennion & Walsh Asset Management, Inc.277,285$3.97M0.24%−28,080−9.2%Reduced
Novare Capital Management LLC280,595$4.02M0.47%+6,925+2.5%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