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 2023
Institutional positions in Carlyle Secured Lending, Inc. as of Mar 31, 2023. 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
- 104
- −4 vs. Q4 2022
- Shares held
- 11.3M
- −416.0K (−3.6%) vs. Q4 2022
- Total value
- $153.5M
- −$12.8M (−7.7%) vs. Q4 2022
- New holders
- 19
- 39 more added
- Sold out
- 23
- 25 more reduced
2 institutions that held it in Q4 2022 haven't filed for Q1 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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.
| 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 2023
Shares, value and share of portfolio for each institution holding Carlyle Secured Lending, Inc.; share changes are against Q4 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Morgan Stanley | 1,802,521 | $24.6M | 0.00% | +291,309+19.3% | Added |
| LSV Asset Management | 1,457,000 | $19.8M | 0.04% | +570,628+64.4% | Added |
| Van Eck Associates Corp | 685,461 | $9.34M | 0.02% | +38,148+5.9% | Added |
| Two Sigma Advisers, LP | 411,600 | $5.61M | 0.01% | −37,700−8.4% | Reduced |
| Two Sigma Investments, LP | 400,432 | $5.45M | 0.02% | −88,476−18.1% | Reduced |
| Muzinich & Co., Inc. | 359,598 | $4.90M | 4.23% | +19,998+5.9% | Added |
| Legal & General Group Plc | 357,716 | $4.87M | 0.00% | +17,978+5.3% | Added |
| Sumitomo Mitsui Trust Holdings, Inc. | 355,948 | $4.85M | 0.00% | +16,348+4.8% | Added |
| Bank of America Corp | 294,348 | $4.01M | 0.00% | +22,568+8.3% | Added |
| Novare Capital Management LLC | 282,440 | $3.85M | 0.44% | +1,845+0.7% | Added |
| D. E. Shaw & Co., Inc. | 273,016 | $3.72M | 0.01% | −100,996−27.0% | Reduced |
| BlackRock Inc. | 267,402 | $3.64M | 0.00% | −180,644−40.3% | Reduced |
| Royal Bank of Canada | 235,342 | $3.21M | 0.00% | +48,585+26.0% | Added |
| Neuberger Berman Group LLC | 212,156 | $2.89M | 0.00% | +81,238+62.1% | Added |
| Hennion & Walsh Asset Management, Inc. | 209,052 | $2.85M | 0.17% | −68,233−24.6% | Reduced |
| Gries Financial LLC | 205,939 | $2.80M | 0.83% | −10,658−4.9% | Reduced |
| UBS Group AG | 204,486 | $2.79M | 0.00% | −42,351−17.2% | Reduced |
| McKinley Capital Management LLC /Delaware | 186,881 | $2.55M | 0.34% | −2,278−1.2% | Reduced |
| Condor Capital Management | 153,401 | $2.09M | 0.26% | +21,379+16.2% | Added |
| Truist Financial Corp | 152,717 | $2.08M | 0.00% | −7,397−4.6% | Reduced |
| Cresset Asset Management, LLC | 146,229 | $2.06M | 0.04% | −3,887−2.6% | Reduced |
| HighTower Advisors, LLC | 147,939 | $2.02M | 0.00% | −2,450−1.6% | Reduced |
| Advisors Asset Management, Inc. | 120,221 | $1.64M | 0.03% | +15,774+15.1% | Added |
| Janney Montgomery Scott LLC | 102,432 | $1.40M | 0.01% | +7,992+8.5% | Added |
| BI Asset Management Fondsmaeglerselskab A/S | 99,424 | $1.35M | 0.04% | −2,446−2.4% | Reduced |
| Greenwich Investment Management, Inc. | 94,818 | $1.29M | 0.99% | +94,818 | New |
| Goldman Sachs Group Inc | 78,880 | $1.07M | 0.00% | −14,619−15.6% | Reduced |
| Raymond James & Associates | 77,476 | $1.06M | 0.00% | −1,422−1.8% | Reduced |
| Alps Advisors Inc | 75,300 | $1.03M | 0.01% | 00.0% | Unchanged |
| Park Circle Co | 71,225 | $970.1K | 0.94% | 00.0% | Unchanged |
| Millennium Management LLC | 66,981 | $912.0K | 0.00% | −736,022−91.7% | Reduced |
| Pathstone Family Office, LLC | 64,060 | $872.5K | 0.01% | +1,171+1.9% | Added |
| The PNC Financial Services Group, Inc. | 63,888 | $870.2K | 0.00% | 00.0% | Unchanged |
| Putnam Investments LLC | 62,171 | $846.8K | 0.00% | +48,700+361.5% | Added |
| Ameriprise Financial Inc | 61,719 | $840.6K | 0.00% | +24,421+65.5% | Added |
| Raymond James Financial Services Advisors, Inc. | 58,874 | $801.9K | 0.00% | +345+0.6% | Added |
| International Assets Investment Management, LLC | 57,995 | $789.9K | 0.11% | +670+1.2% | Added |
| HB Wealth Management, LLC | 57,721 | $786.2K | 0.01% | −104,503−64.4% | Reduced |
| Mackenzie Financial Corp | 57,311 | $780.6K | 0.00% | +16,486+40.4% | Added |
| Citadel Advisors LLC | 54,332 | $740.0K | 0.00% | +839+1.6% | Added |
| Emerald Mutual Fund Advisers Trust | 50,910 | $693.4K | 0.04% | +50,910 | New |
| US Bancorp | 50,000 | $681.0K | 0.00% | 00.0% | Unchanged |
| Great West Life Assurance Co | 46,209 | $631.0K | 0.00% | −26,563−36.5% | Reduced |
| Glenmede Trust Co NA | 46,004 | $626.6K | 0.00% | 00.0% | Unchanged |
| Northeast Financial Consultants Inc | 42,770 | $582.5K | 0.04% | 00.0% | Unchanged |
| Leonteq Securities AG | 40,975 | $558.1K | 0.05% | +24,975+156.1% | Added |
| LPL Financial LLC | 40,693 | $554.2K | 0.00% | −4,676−10.3% | Reduced |
| FineMark National Bank & Trust | 40,381 | $550.0K | 0.02% | 00.0% | Unchanged |
| U.S. Capital Wealth Advisors, LLC | 40,270 | $548.5K | 0.03% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 37,840 | $515.5K | 0.00% | +1,119+3.0% | Added |
| Kovack Advisors, Inc. | 35,069 | $477.6K | 0.07% | +35,069 | New |
| Arkadios Wealth Advisors | 33,660 | $458.4K | 0.05% | 00.0% | Unchanged |
| Keebeck Wealth Management, LLC | 31,100 | $437.3K | 0.07% | +1,000+3.3% | Added |
| Stifel Financial Corp | 31,784 | $432.9K | 0.00% | +471+1.5% | Added |
| Clarus Group, Inc. | 29,464 | $401.3K | 0.38% | 00.0% | Unchanged |
| Verdence Capital Advisors LLC | 27,121 | $369.4K | 0.04% | 00.0% | Unchanged |
| JPMorgan Chase & Co | 25,750 | $350.9K | 0.00% | +3,142+13.9% | Added |
| Virtus ETF Advisers LLC | 24,606 | $335.1K | 0.18% | −623−2.5% | Reduced |
| Eagle Global Advisors LLC | 23,960 | $326.3K | 0.02% | 00.0% | Unchanged |
| Financial Alternatives, Inc | 21,780 | $296.6K | 0.28% | 00.0% | Unchanged |
| Independent Financial Group, LLC | 21,509 | $293.0K | 0.02% | +1,294+6.4% | Added |
| Wells Fargo & Company | 21,222 | $289.1K | 0.00% | +4,103+24.0% | Added |
| Y-Intercept (Hong Kong) Ltd | 20,835 | $283.8K | 0.03% | +20,835 | New |
| National Asset Management, Inc. | 20,438 | $279.5K | 0.01% | −7,193−26.0% | Reduced |
| Envestnet Asset Management Inc | 20,267 | $276.0K | 0.00% | +5,771+39.8% | Added |
| Cerity Partners LLC | 19,794 | $269.6K | 0.00% | +70.0% | Added |
| Commonwealth Equity Services, LLC | 18,265 | $248.0K | 0.00% | +610+3.5% | Added |
| Caxton Associates LP | 17,979 | $244.9K | 0.04% | −11,970−40.0% | Reduced |
| Rockefeller Capital Management L.P. | 17,337 | $236.0K | 0.00% | +753+4.5% | Added |
| Marshall Wace, LLP | 16,035 | $218.4K | 0.00% | −40,319−71.5% | Reduced |
| Northern Trust Corp | 15,235 | $207.5K | 0.00% | +196+1.3% | Added |
| Virtu Financial LLC | 14,498 | $197.0K | 0.02% | +14,498 | New |
| Schonfeld Strategic Advisors LLC | 13,700 | $186.6K | 0.00% | +13,700 | New |
| First Republic Investment Management, Inc. | 13,100 | $178.4K | 0.00% | 00.0% | Unchanged |
| CI Private Wealth, LLC | 11,863 | $161.6K | 0.00% | −513−4.1% | Reduced |
| Edge Capital Group, LLC | 11,314 | $154.1K | 0.01% | 00.0% | Unchanged |
| Marcum Wealth, LLC | 11,314 | $154.1K | 0.02% | 00.0% | Unchanged |
| Captrust Financial Advisors | 11,224 | $152.9K | 0.00% | +264+2.4% | Added |
| Great Valley Advisor Group, Inc. | 11,100 | $151.2K | 0.01% | +11,100 | New |
| Grimes & Company, Inc. | 11,034 | $150.3K | 0.01% | +11,034 | New |
| Kestra Advisory Services, LLC | 10,398 | $141.6K | 0.00% | +10,398 | New |
| Squarepoint Ops LLC | 10,179 | $138.6K | 0.00% | +10,179 | New |
| Guggenheim Capital LLC | 10,107 | $137.7K | 0.00% | +10,107 | New |
| Sage Mountain Advisors LLC | 10,000 | $136.2K | 0.02% | +10,000 | New |
| Sunbelt Securities, Inc. | 8,797 | $118.0K | 0.02% | +8,797 | New |
| Lazard Asset Management LLC | 7,900 | $107.0K | 0.00% | +209+2.7% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 6,000 | $81.7K | 0.01% | +6,000 | New |
| EMC Capital Management | 5,741 | $78.0K | 0.07% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 5,739 | $78.0K | 0.00% | +1,741+43.5% | Added |
| PEAK6 Investments LLC | 4,808 | $65.5K | 0.00% | +4,808 | New |
| Steward Partners Investment Advisory, LLC | 4,042 | $55.1K | 0.00% | −269−6.2% | Reduced |
| Tucker Asset Management LLC | 3,511 | $47.8K | 0.01% | +3,511 | New |
| Tradition Wealth Management, LLC | 2,628 | $36.0K | 0.00% | +45+1.7% | Added |
| Allworth Financial LP | 2,528 | $34.4K | 0.00% | 00.0% | Unchanged |
| Advisory Services Network, LLC | 1,720 | $23.4K | 0.00% | −212−11.0% | Reduced |
| AllSquare Wealth Management LLC | 1,700 | $23.2K | 0.01% | 00.0% | Unchanged |
| Heritage Wealth Advisors | 1,500 | $20.4K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 1,191 | $16.2K | 0.00% | 00.0% | Unchanged |
| Baystate Wealth Management LLC | 463 | $6.31K | 0.00% | +14+3.1% | Added |
| Harbor Investment Advisory, LLC | 450 | $6.13K | 0.00% | +450 | New |