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 |
|---|---|---|---|---|---|
| AdvisorNet Financial, Inc | 27 | $365 | 0.00% | +1+3.8% | Added |
| Gradient Investments LLC | 271 | $3.69K | 0.00% | +271 | New |
| Belpointe Asset Management LLC | 285 | $3.88K | 0.00% | +101+54.9% | Added |
| Nomura Asset Management Co Ltd | 403 | $5.49K | 0.00% | +403 | New |
| Harbor Investment Advisory, LLC | 450 | $6.13K | 0.00% | +450 | New |
| Baystate Wealth Management LLC | 463 | $6.31K | 0.00% | +14+3.1% | Added |
| Sound Income Strategies, LLC | 1,191 | $16.2K | 0.00% | 00.0% | Unchanged |
| Heritage Wealth Advisors | 1,500 | $20.4K | 0.00% | 00.0% | Unchanged |
| AllSquare Wealth Management LLC | 1,700 | $23.2K | 0.01% | 00.0% | Unchanged |
| Advisory Services Network, LLC | 1,720 | $23.4K | 0.00% | −212−11.0% | Reduced |
| Allworth Financial LP | 2,528 | $34.4K | 0.00% | 00.0% | Unchanged |
| Tradition Wealth Management, LLC | 2,628 | $36.0K | 0.00% | +45+1.7% | Added |
| Tucker Asset Management LLC | 3,511 | $47.8K | 0.01% | +3,511 | New |
| Steward Partners Investment Advisory, LLC | 4,042 | $55.1K | 0.00% | −269−6.2% | Reduced |
| PEAK6 Investments LLC | 4,808 | $65.5K | 0.00% | +4,808 | 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 |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 6,000 | $81.7K | 0.01% | +6,000 | New |
| Lazard Asset Management LLC | 7,900 | $107.0K | 0.00% | +209+2.7% | Added |
| Sunbelt Securities, Inc. | 8,797 | $118.0K | 0.02% | +8,797 | New |
| Sage Mountain Advisors LLC | 10,000 | $136.2K | 0.02% | +10,000 | New |
| Guggenheim Capital LLC | 10,107 | $137.7K | 0.00% | +10,107 | New |
| Squarepoint Ops LLC | 10,179 | $138.6K | 0.00% | +10,179 | New |
| Kestra Advisory Services, LLC | 10,398 | $141.6K | 0.00% | +10,398 | New |
| Grimes & Company, Inc. | 11,034 | $150.3K | 0.01% | +11,034 | New |
| Great Valley Advisor Group, Inc. | 11,100 | $151.2K | 0.01% | +11,100 | New |
| Captrust Financial Advisors | 11,224 | $152.9K | 0.00% | +264+2.4% | Added |
| 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 |
| CI Private Wealth, LLC | 11,863 | $161.6K | 0.00% | −513−4.1% | Reduced |
| First Republic Investment Management, Inc. | 13,100 | $178.4K | 0.00% | 00.0% | Unchanged |
| Schonfeld Strategic Advisors LLC | 13,700 | $186.6K | 0.00% | +13,700 | New |
| Virtu Financial LLC | 14,498 | $197.0K | 0.02% | +14,498 | New |
| Northern Trust Corp | 15,235 | $207.5K | 0.00% | +196+1.3% | Added |
| Marshall Wace, LLP | 16,035 | $218.4K | 0.00% | −40,319−71.5% | Reduced |
| Rockefeller Capital Management L.P. | 17,337 | $236.0K | 0.00% | +753+4.5% | Added |
| Caxton Associates LP | 17,979 | $244.9K | 0.04% | −11,970−40.0% | Reduced |
| Commonwealth Equity Services, LLC | 18,265 | $248.0K | 0.00% | +610+3.5% | Added |
| Cerity Partners LLC | 19,794 | $269.6K | 0.00% | +70.0% | Added |
| Envestnet Asset Management Inc | 20,267 | $276.0K | 0.00% | +5,771+39.8% | Added |
| National Asset Management, Inc. | 20,438 | $279.5K | 0.01% | −7,193−26.0% | Reduced |
| Y-Intercept (Hong Kong) Ltd | 20,835 | $283.8K | 0.03% | +20,835 | New |
| Wells Fargo & Company | 21,222 | $289.1K | 0.00% | +4,103+24.0% | Added |
| Independent Financial Group, LLC | 21,509 | $293.0K | 0.02% | +1,294+6.4% | Added |
| Financial Alternatives, Inc | 21,780 | $296.6K | 0.28% | 00.0% | Unchanged |
| Eagle Global Advisors LLC | 23,960 | $326.3K | 0.02% | 00.0% | Unchanged |
| Virtus ETF Advisers LLC | 24,606 | $335.1K | 0.18% | −623−2.5% | Reduced |
| JPMorgan Chase & Co | 25,750 | $350.9K | 0.00% | +3,142+13.9% | Added |
| Verdence Capital Advisors LLC | 27,121 | $369.4K | 0.04% | 00.0% | Unchanged |
| Clarus Group, Inc. | 29,464 | $401.3K | 0.38% | 00.0% | Unchanged |
| Stifel Financial Corp | 31,784 | $432.9K | 0.00% | +471+1.5% | Added |
| Keebeck Wealth Management, LLC | 31,100 | $437.3K | 0.07% | +1,000+3.3% | Added |
| Arkadios Wealth Advisors | 33,660 | $458.4K | 0.05% | 00.0% | Unchanged |
| Kovack Advisors, Inc. | 35,069 | $477.6K | 0.07% | +35,069 | New |
| Advisor Group Holdings, Inc. | 37,840 | $515.5K | 0.00% | +1,119+3.0% | Added |
| U.S. Capital Wealth Advisors, LLC | 40,270 | $548.5K | 0.03% | 00.0% | Unchanged |
| FineMark National Bank & Trust | 40,381 | $550.0K | 0.02% | 00.0% | Unchanged |
| LPL Financial LLC | 40,693 | $554.2K | 0.00% | −4,676−10.3% | Reduced |
| Leonteq Securities AG | 40,975 | $558.1K | 0.05% | +24,975+156.1% | Added |
| Northeast Financial Consultants Inc | 42,770 | $582.5K | 0.04% | 00.0% | Unchanged |
| Glenmede Trust Co NA | 46,004 | $626.6K | 0.00% | 00.0% | Unchanged |
| Great West Life Assurance Co | 46,209 | $631.0K | 0.00% | −26,563−36.5% | Reduced |
| US Bancorp | 50,000 | $681.0K | 0.00% | 00.0% | Unchanged |
| Emerald Mutual Fund Advisers Trust | 50,910 | $693.4K | 0.04% | +50,910 | New |
| Citadel Advisors LLC | 54,332 | $740.0K | 0.00% | +839+1.6% | Added |
| Mackenzie Financial Corp | 57,311 | $780.6K | 0.00% | +16,486+40.4% | Added |
| HB Wealth Management, LLC | 57,721 | $786.2K | 0.01% | −104,503−64.4% | Reduced |
| International Assets Investment Management, LLC | 57,995 | $789.9K | 0.11% | +670+1.2% | Added |
| Raymond James Financial Services Advisors, Inc. | 58,874 | $801.9K | 0.00% | +345+0.6% | Added |
| Ameriprise Financial Inc | 61,719 | $840.6K | 0.00% | +24,421+65.5% | Added |
| Putnam Investments LLC | 62,171 | $846.8K | 0.00% | +48,700+361.5% | Added |
| The PNC Financial Services Group, Inc. | 63,888 | $870.2K | 0.00% | 00.0% | Unchanged |
| Pathstone Family Office, LLC | 64,060 | $872.5K | 0.01% | +1,171+1.9% | Added |
| Millennium Management LLC | 66,981 | $912.0K | 0.00% | −736,022−91.7% | Reduced |
| Park Circle Co | 71,225 | $970.1K | 0.94% | 00.0% | Unchanged |
| Alps Advisors Inc | 75,300 | $1.03M | 0.01% | 00.0% | Unchanged |
| Raymond James & Associates | 77,476 | $1.06M | 0.00% | −1,422−1.8% | Reduced |
| Goldman Sachs Group Inc | 78,880 | $1.07M | 0.00% | −14,619−15.6% | Reduced |
| Greenwich Investment Management, Inc. | 94,818 | $1.29M | 0.99% | +94,818 | New |
| BI Asset Management Fondsmaeglerselskab A/S | 99,424 | $1.35M | 0.04% | −2,446−2.4% | Reduced |
| Janney Montgomery Scott LLC | 102,432 | $1.40M | 0.01% | +7,992+8.5% | Added |
| Advisors Asset Management, Inc. | 120,221 | $1.64M | 0.03% | +15,774+15.1% | Added |
| HighTower Advisors, LLC | 147,939 | $2.02M | 0.00% | −2,450−1.6% | Reduced |
| Cresset Asset Management, LLC | 146,229 | $2.06M | 0.04% | −3,887−2.6% | Reduced |
| Truist Financial Corp | 152,717 | $2.08M | 0.00% | −7,397−4.6% | Reduced |
| Condor Capital Management | 153,401 | $2.09M | 0.26% | +21,379+16.2% | Added |
| McKinley Capital Management LLC /Delaware | 186,881 | $2.55M | 0.34% | −2,278−1.2% | Reduced |
| UBS Group AG | 204,486 | $2.79M | 0.00% | −42,351−17.2% | Reduced |
| Gries Financial LLC | 205,939 | $2.80M | 0.83% | −10,658−4.9% | Reduced |
| Hennion & Walsh Asset Management, Inc. | 209,052 | $2.85M | 0.17% | −68,233−24.6% | Reduced |
| Neuberger Berman Group LLC | 212,156 | $2.89M | 0.00% | +81,238+62.1% | Added |
| Royal Bank of Canada | 235,342 | $3.21M | 0.00% | +48,585+26.0% | Added |
| BlackRock Inc. | 267,402 | $3.64M | 0.00% | −180,644−40.3% | Reduced |
| D. E. Shaw & Co., Inc. | 273,016 | $3.72M | 0.01% | −100,996−27.0% | Reduced |
| Novare Capital Management LLC | 282,440 | $3.85M | 0.44% | +1,845+0.7% | Added |
| Bank of America Corp | 294,348 | $4.01M | 0.00% | +22,568+8.3% | Added |
| Sumitomo Mitsui Trust Holdings, Inc. | 355,948 | $4.85M | 0.00% | +16,348+4.8% | Added |
| Legal & General Group Plc | 357,716 | $4.87M | 0.00% | +17,978+5.3% | Added |
| Muzinich & Co., Inc. | 359,598 | $4.90M | 4.23% | +19,998+5.9% | Added |
| Two Sigma Investments, LP | 400,432 | $5.45M | 0.02% | −88,476−18.1% | Reduced |