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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, Q3 2023

Institutional positions in Carlyle Secured Lending, Inc. as of Sep 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
105
+7 vs. Q2 2023
Shares held
11.2M
+33.3K (+0.3%) vs. Q2 2023
Total value
$162.3M
−$204.9K (−0.1%) vs. Q2 2023
New holders
15
44 more added
Sold out
8
23 more reduced

Compare with Q2 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 holdersQ3 2023: 105 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 heldQ3 2023: $162.3M
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, Q3 2023

Shares, value and share of portfolio for each institution holding Carlyle Secured Lending, Inc.; share changes are against Q2 2023.

Institutions holding CGBD in Q3 2023
InstitutionSharesValue% of portfolioChange in sharesAction
Morgan Stanley1,886,878$27.4M0.00%+10,560+0.6%Added
LSV Asset Management1,683,463$24.4M0.06%+133,376+8.6%Added
Van Eck Associates Corp842,038$12.2M0.03%+51,413+6.5%Added
Legal & General Group Plc365,674$5.31M0.00%−1,550−0.4%Reduced
Bank of America Corp335,280$4.86M0.00%+30,355+10.0%Added
Two Sigma Investments, LP309,134$4.48M0.01%+825+0.3%Added
D. E. Shaw & Co., Inc.277,147$4.02M0.01%−26,778−8.8%Reduced
Muzinich & Co., Inc.276,163$4.00M3.51%−53,413−16.2%Reduced
Sumitomo Mitsui Trust Holdings, Inc.272,513$3.95M0.00%−53,413−16.4%Reduced
Two Sigma Advisers, LP272,300$3.95M0.01%+12,200+4.7%Added
Novare Capital Management LLC243,565$3.53M0.40%−39,475−13.9%Reduced
Neuberger Berman Group LLC232,248$3.37M0.00%+10,432+4.7%Added
Royal Bank of Canada218,430$3.17M0.00%−15,121−6.5%Reduced
Gries Financial LLC207,939$3.02M0.81%+2,000+1.0%Added
Advisors Asset Management, Inc.206,779$3.00M0.06%+17,426+9.2%Added
Condor Capital Management192,857$2.80M0.34%+24,472+14.5%Added
McKinley Capital Management LLC /Delaware174,709$2.53M0.36%−9,992−5.4%Reduced
UBS Group AG172,873$2.51M0.00%−33,353−16.2%Reduced
BlackRock Inc.158,242$2.29M0.00%−96,012−37.8%Reduced
HighTower Advisors, LLC155,013$2.25M0.00%+2,025+1.3%Added
Truist Financial Corp138,798$2.01M0.00%−3,424−2.4%Reduced
BI Asset Management Fondsmaeglerselskab A/S133,460$1.94M0.04%+28,514+27.2%Added
Greenwich Investment Management, Inc.116,718$1.69M1.34%+15,715+15.6%Added
Ameriprise Financial Inc109,857$1.59M0.00%+19,132+21.1%Added
Millennium Management LLC106,018$1.54M0.00%+76,333+257.1%Added
Goldman Sachs Group Inc90,688$1.31M0.00%+11,808+15.0%Added
Raymond James & Associates72,802$1.06M0.00%+1,025+1.4%Added
Park Circle Co71,225$1.03M0.97%00.0%Unchanged
Tudor Investment Corp Et Al69,700$1.01M0.01%+69,700New
Pathstone Family Office, LLC66,623$966.0K0.01%+1,226+1.9%Added
Macquarie Group Ltd64,600$937.0K0.00%+64,600New
International Assets Investment Management, LLC63,465$933.6K0.13%+1,960+3.2%Added
The PNC Financial Services Group, Inc.63,888$926.4K0.00%00.0%Unchanged
Raymond James Financial Services Advisors, Inc.58,502$848.3K0.00%+3,641+6.6%Added
Advisor Group Holdings, Inc.58,241$844.7K0.00%+9,040+18.4%Added
Hennion & Walsh Asset Management, Inc.55,446$804.0K0.05%−95,986−63.4%Reduced
Alps Advisors Inc51,800$751.1K0.01%−4,500−8.0%Reduced
US Bancorp50,000$725.0K0.00%00.0%Unchanged
LPL Financial LLC48,693$706.1K0.00%+3,295+7.3%Added
Glenmede Trust Co NA46,004$667.1K0.00%00.0%Unchanged
U.S. Capital Wealth Advisors, LLC45,331$657.3K0.03%+5,061+12.6%Added
Great West Life Assurance Co44,885$651.0K0.00%−3,374−7.0%Reduced
Northeast Financial Consultants Inc42,770$620.2K0.04%00.0%Unchanged
Keebeck Wealth Management, LLC41,100$614.0K0.11%00.0%Unchanged
Janney Montgomery Scott LLC41,725$605.0K0.00%−80,060−65.7%Reduced
Virtus ETF Advisers LLC41,521$602.1K0.37%+17,481+72.7%Added
FineMark National Bank & Trust40,381$585.5K0.03%00.0%Unchanged
Cresset Asset Management, LLC37,033$553.3K0.00%−109,223−74.7%Reduced
Arkadios Wealth Advisors36,110$523.6K0.05%+1,350+3.9%Added
Kovack Advisors, Inc.32,938$477.6K0.07%−2,131−6.1%Reduced
Beacon Pointe Advisors, LLC32,025$464.4K0.01%+32,025New
Stifel Financial Corp31,459$456.2K0.00%+2,945+10.3%Added
Leonteq Securities AG30,500$442.3K0.05%−10,000−24.7%Reduced
Clarus Group, Inc.29,464$427.2K0.31%00.0%Unchanged
Rockefeller Capital Management L.P.29,443$426.9K0.00%+8,137+38.2%Added
Invesco Ltd.27,169$394.0K0.00%+10,596+63.9%Added
Y-Intercept (Hong Kong) Ltd26,857$389.4K0.04%+26,857New
Cambridge Investment Research Advisors, Inc.26,270$381.0K0.00%+6,912+35.7%Added
Winton Group Ltd25,798$374.1K0.03%+25,798New
BNP Paribas Arbitrage, SA24,216$351.1K0.00%+24,216New
Axxcess Wealth Management, LLC23,573$341.8K0.01%+23,573New
Verdence Capital Advisors LLC23,554$341.5K0.04%−8,367−26.2%Reduced
JPMorgan Chase & Co21,550$312.5K0.00%+50+0.2%Added
Commonwealth Equity Services, LLC21,381$310.0K0.00%+4,770+28.7%Added
Wells Fargo & Company21,293$308.7K0.00%−2,698−11.2%Reduced
Financial Alternatives, Inc20,961$303.9K0.28%00.0%Unchanged
Gsa Capital Partners LLP20,193$293.0K0.03%+20,193New
Northern Trust Corp18,773$272.2K0.00%−20,872−52.6%Reduced
Qube Research & Technologies Ltd18,749$271.9K0.00%+18,749New
Envestnet Asset Management Inc18,505$268.3K0.00%+1,095+6.3%Added
GFS Advisors, LLC16,950$246.0K0.04%+16,950New
Independent Financial Group, LLC16,447$238.5K0.02%−5,062−23.5%Reduced
Dynamic Technology Lab Private Ltd15,576$226.0K0.02%+15,576New
Guggenheim Capital LLC15,360$222.7K0.00%+2,388+18.4%Added
First Republic Investment Management, Inc.13,100$189.9K0.00%00.0%Unchanged
Comerica Bank12,619$183.0K0.00%+12,619New
Lazard Asset Management LLC12,349$179.0K0.00%+4,298+53.4%Added
Captrust Financial Advisors11,799$171.1K0.00%+274+2.4%Added
HB Wealth Management, LLC11,790$171.0K0.00%00.0%Unchanged
Jump Financial, LLC11,700$169.7K0.01%+1,000+9.3%Added
Grimes & Company, Inc.11,623$168.5K0.01%00.0%Unchanged
Aquatic Capital Management LLC11,600$168.0K0.01%+5,600+93.3%Added
Edge Capital Group, LLC11,314$164.1K0.01%00.0%Unchanged
Marcum Wealth, LLC11,314$164.1K0.02%00.0%Unchanged
Great Valley Advisor Group, Inc.11,100$160.9K0.01%00.0%Unchanged
Citadel Advisors LLC10,988$159.3K0.00%−14,868−57.5%Reduced
PEAK6 Investments LLC10,397$150.8K0.01%+9,244+801.7%Added
CI Private Wealth, LLC10,264$148.8K0.00%−409−3.8%Reduced
One Capital Management, LLC10,000$145.0K0.01%+10,000New
Sunbelt Securities, Inc.8,797$127.6K0.02%00.0%Unchanged
Harbor Investment Advisory, LLC5,892$85.4K0.01%00.0%Unchanged
EMC Capital Management5,741$83.0K0.06%00.0%Unchanged
Steward Partners Investment Advisory, LLC4,294$62.3K0.00%+121+2.9%Added
Tradition Wealth Management, LLC2,727$40.0K0.00%+47+1.8%Added
Tower Research Capital LLC (TRC)2,581$37.4K0.00%+1,593+161.2%Added
Allworth Financial LP2,528$36.7K0.00%00.0%Unchanged
AllSquare Wealth Management LLC1,700$24.6K0.02%00.0%Unchanged
Heritage Wealth Advisors1,500$21.8K0.00%00.0%Unchanged
Sound Income Strategies, LLC1,191$17.3K0.00%00.0%Unchanged
Baystate Wealth Management LLC491$7.13K0.00%+13+2.7%Added