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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, Q2 2023

Institutional positions in Carlyle Secured Lending, Inc. as of Jun 30, 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
98
−6 vs. Q1 2023
Shares held
11.2M
−107.9K (−1.0%) vs. Q1 2023
Total value
$162.5M
+$9.01M (+5.9%) vs. Q1 2023
New holders
9
37 more added
Sold out
15
27 more reduced

Compare with Q1 2023: 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 holdersQ2 2023: 98 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 heldQ2 2023: $162.5M
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, Q2 2023

Shares, value and share of portfolio for each institution holding Carlyle Secured Lending, Inc.; share changes are against Q1 2023.

Institutions holding CGBD in Q2 2023
InstitutionSharesValue% of portfolioChange in sharesAction
AdvisorNet Financial, Inc27$4000.00%00.0%Unchanged
Citigroup Inc40$5820.00%+40New
Nomura Asset Management Co Ltd403$5.87K0.00%00.0%Unchanged
Baystate Wealth Management LLC478$6.96K0.00%+15+3.2%Added
Tower Research Capital LLC (TRC)988$14.4K0.00%−4,751−82.8%Reduced
PEAK6 Investments LLC1,153$16.8K0.00%−3,655−76.0%Reduced
Sound Income Strategies, LLC1,191$17.3K0.00%00.0%Unchanged
Heritage Wealth Advisors1,500$21.8K0.00%00.0%Unchanged
AllSquare Wealth Management LLC1,700$23.5K0.02%00.0%Unchanged
Allworth Financial LP2,528$36.8K0.00%00.0%Unchanged
Tradition Wealth Management, LLC2,680$39.0K0.00%+52+2.0%Added
Simplex Trading, LLC2,924$42.0K0.00%+2,924New
Steward Partners Investment Advisory, LLC4,173$60.8K0.00%+131+3.2%Added
Quantbot Technologies LP4,783$69.6K0.00%+4,783New
EMC Capital Management5,741$84.0K0.17%00.0%Unchanged
Harbor Investment Advisory, LLC5,892$85.8K0.01%+5,442+1,209.3%Added
Aquatic Capital Management LLC6,000$87.0K0.00%+6,000New
Lazard Asset Management LLC8,051$117.0K0.00%+151+1.9%Added
Sunbelt Securities, Inc.8,797$128.1K0.02%00.0%Unchanged
CI Private Wealth, LLC10,673$155.4K0.00%−1,190−10.0%Reduced
Jump Financial, LLC10,700$155.8K0.01%+10,700New
Great Valley Advisor Group, Inc.11,100$161.6K0.01%00.0%Unchanged
Edge Capital Group, LLC11,314$164.7K0.01%00.0%Unchanged
Marcum Wealth, LLC11,314$164.7K0.02%00.0%Unchanged
Captrust Financial Advisors11,525$167.8K0.00%+301+2.7%Added
Grimes & Company, Inc.11,623$169.2K0.01%+589+5.3%Added
HB Wealth Management, LLC11,790$171.7K0.00%−45,931−79.6%Reduced
Nisa Investment Advisors, LLC11,800$171.8K0.00%+11,800New
Guggenheim Capital LLC12,972$188.9K0.00%+2,865+28.3%Added
First Republic Investment Management, Inc.13,100$190.7K0.00%00.0%Unchanged
National Asset Management, Inc.13,446$197.0K0.00%−6,992−34.2%Reduced
Invesco Ltd.16,573$241.3K0.00%+16,573New
Commonwealth Equity Services, LLC16,611$242.0K0.00%−1,654−9.1%Reduced
Envestnet Asset Management Inc17,410$253.5K0.00%−2,857−14.1%Reduced
ExodusPoint Capital Management, LP18,907$275.0K0.00%+18,907New
Cambridge Investment Research Advisors, Inc.19,358$282.0K0.00%+19,358New
Financial Alternatives, Inc20,961$305.2K0.28%−819−3.8%Reduced
Rockefeller Capital Management L.P.21,306$310.2K0.00%+3,969+22.9%Added
JPMorgan Chase & Co21,500$313.0K0.00%−4,250−16.5%Reduced
Independent Financial Group, LLC21,509$313.2K0.02%00.0%Unchanged
Eagle Global Advisors LLC23,960$348.9K0.02%00.0%Unchanged
Wells Fargo & Company23,991$349.3K0.00%+2,769+13.0%Added
Virtus ETF Advisers LLC24,040$350.0K0.21%−566−2.3%Reduced
Citadel Advisors LLC25,856$376.5K0.00%−28,476−52.4%Reduced
Stifel Financial Corp28,514$415.2K0.00%−3,270−10.3%Reduced
Clarus Group, Inc.29,464$429.0K0.31%00.0%Unchanged
Millennium Management LLC29,685$432.2K0.00%−37,296−55.7%Reduced
Verdence Capital Advisors LLC31,921$464.8K0.05%+4,800+17.7%Added
Arkadios Wealth Advisors34,760$506.1K0.06%+1,100+3.3%Added
Kovack Advisors, Inc.35,069$510.6K0.07%00.0%Unchanged
Northern Trust Corp39,645$577.2K0.00%+24,410+160.2%Added
U.S. Capital Wealth Advisors, LLC40,270$586.3K0.03%00.0%Unchanged
FineMark National Bank & Trust40,381$587.9K0.02%00.0%Unchanged
Leonteq Securities AG40,500$589.7K0.06%−475−1.2%Reduced
Keebeck Wealth Management, LLC41,100$616.5K0.08%+10,000+32.2%Added
Northeast Financial Consultants Inc42,770$622.7K0.04%00.0%Unchanged
Glenmede Trust Co NA46,004$626.6K0.00%00.0%Unchanged
Mackenzie Financial Corp44,246$650.4K0.00%−13,065−22.8%Reduced
LPL Financial LLC45,398$661.0K0.00%+4,705+11.6%Added
Great West Life Assurance Co48,259$707.0K0.00%+2,050+4.4%Added
Advisor Group Holdings, Inc.49,201$716.5K0.00%+11,361+30.0%Added
US Bancorp50,000$728.0K0.00%00.0%Unchanged
Raymond James Financial Services Advisors, Inc.54,861$798.8K0.00%−4,013−6.8%Reduced
Alps Advisors Inc56,300$819.7K0.01%−19,000−25.2%Reduced
International Assets Investment Management, LLC61,505$895.5K0.12%+3,510+6.1%Added
The PNC Financial Services Group, Inc.63,888$930.2K0.00%00.0%Unchanged
Pathstone Family Office, LLC65,397$952.2K0.01%+1,337+2.1%Added
Putnam Investments LLC68,332$994.9K0.00%+6,161+9.9%Added
Park Circle Co71,225$1.04M0.98%00.0%Unchanged
Raymond James & Associates71,777$1.05M0.00%−5,699−7.4%Reduced
Goldman Sachs Group Inc78,880$1.15M0.00%00.0%Unchanged
Ameriprise Financial Inc90,725$1.33M0.00%+29,006+47.0%Added
Greenwich Investment Management, Inc.101,003$1.47M1.11%+6,185+6.5%Added
BI Asset Management Fondsmaeglerselskab A/S104,946$1.53M0.04%+5,522+5.6%Added
Janney Montgomery Scott LLC121,785$1.77M0.01%+19,353+18.9%Added
Truist Financial Corp142,222$2.07M0.00%−10,495−6.9%Reduced
Cresset Asset Management, LLC146,256$2.19M0.02%+270.0%Added
Hennion & Walsh Asset Management, Inc.151,432$2.21M0.13%−57,620−27.6%Reduced
HighTower Advisors, LLC152,988$2.23M0.00%+5,049+3.4%Added
Condor Capital Management168,385$2.45M0.29%+14,984+9.8%Added
McKinley Capital Management LLC /Delaware184,701$2.69M0.36%−2,180−1.2%Reduced
Advisors Asset Management, Inc.189,353$2.76M0.06%+69,132+57.5%Added
Gries Financial LLC205,939$3.00M0.83%00.0%Unchanged
UBS Group AG206,226$3.00M0.00%+1,740+0.9%Added
Neuberger Berman Group LLC221,816$3.23M0.00%+9,660+4.6%Added
Royal Bank of Canada233,551$3.40M0.00%−1,791−0.8%Reduced
BlackRock Inc.254,254$3.70M0.00%−13,148−4.9%Reduced
Two Sigma Advisers, LP260,100$3.79M0.01%−151,500−36.8%Reduced
Novare Capital Management LLC283,040$4.12M0.44%+600+0.2%Added
D. E. Shaw & Co., Inc.303,925$4.43M0.01%+30,909+11.3%Added
Bank of America Corp304,925$4.44M0.00%+10,577+3.6%Added
Two Sigma Investments, LP308,309$4.49M0.01%−92,123−23.0%Reduced
Sumitomo Mitsui Trust Holdings, Inc.325,926$4.75M0.00%−30,022−8.4%Reduced
Muzinich & Co., Inc.329,576$4.80M4.23%−30,022−8.3%Reduced
Legal & General Group Plc367,224$5.35M0.00%+9,508+2.7%Added
Van Eck Associates Corp790,625$11.5M0.03%+105,164+15.3%Added
LSV Asset Management1,550,087$22.6M0.05%+93,087+6.4%Added
Morgan Stanley1,876,318$27.3M0.00%+73,797+4.1%Added
Emerald Mutual Fund Advisers Trust0$00.00%−50,910−100.0%Sold out
Y-Intercept (Hong Kong) Ltd0$00.00%−20,835−100.0%Sold out