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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
AdvisorNet Financial, Inc28$4080.00%+1+3.7%Added
NBC Securities, Inc.400$5.00K0.00%+400New
Nomura Asset Management Co Ltd403$5.84K0.00%00.0%Unchanged
Citigroup Inc410$5.95K0.00%+370+925.0%Added
Quarry LP410$5.95K0.00%+410New
Baystate Wealth Management LLC491$7.13K0.00%+13+2.7%Added
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$24.6K0.02%00.0%Unchanged
Allworth Financial LP2,528$36.7K0.00%00.0%Unchanged
Tower Research Capital LLC (TRC)2,581$37.4K0.00%+1,593+161.2%Added
Tradition Wealth Management, LLC2,727$40.0K0.00%+47+1.8%Added
Steward Partners Investment Advisory, LLC4,294$62.3K0.00%+121+2.9%Added
EMC Capital Management5,741$83.0K0.06%00.0%Unchanged
Harbor Investment Advisory, LLC5,892$85.4K0.01%00.0%Unchanged
Sunbelt Securities, Inc.8,797$127.6K0.02%00.0%Unchanged
One Capital Management, LLC10,000$145.0K0.01%+10,000New
CI Private Wealth, LLC10,264$148.8K0.00%−409−3.8%Reduced
PEAK6 Investments LLC10,397$150.8K0.01%+9,244+801.7%Added
Citadel Advisors LLC10,988$159.3K0.00%−14,868−57.5%Reduced
Great Valley Advisor Group, Inc.11,100$160.9K0.01%00.0%Unchanged
Edge Capital Group, LLC11,314$164.1K0.01%00.0%Unchanged
Marcum Wealth, LLC11,314$164.1K0.02%00.0%Unchanged
Aquatic Capital Management LLC11,600$168.0K0.01%+5,600+93.3%Added
Grimes & Company, Inc.11,623$168.5K0.01%00.0%Unchanged
Jump Financial, LLC11,700$169.7K0.01%+1,000+9.3%Added
HB Wealth Management, LLC11,790$171.0K0.00%00.0%Unchanged
Captrust Financial Advisors11,799$171.1K0.00%+274+2.4%Added
Lazard Asset Management LLC12,349$179.0K0.00%+4,298+53.4%Added
Comerica Bank12,619$183.0K0.00%+12,619New
First Republic Investment Management, Inc.13,100$189.9K0.00%00.0%Unchanged
Guggenheim Capital LLC15,360$222.7K0.00%+2,388+18.4%Added
Dynamic Technology Lab Private Ltd15,576$226.0K0.02%+15,576New
Independent Financial Group, LLC16,447$238.5K0.02%−5,062−23.5%Reduced
GFS Advisors, LLC16,950$246.0K0.04%+16,950New
Envestnet Asset Management Inc18,505$268.3K0.00%+1,095+6.3%Added
Qube Research & Technologies Ltd18,749$271.9K0.00%+18,749New
Northern Trust Corp18,773$272.2K0.00%−20,872−52.6%Reduced
Gsa Capital Partners LLP20,193$293.0K0.03%+20,193New
Financial Alternatives, Inc20,961$303.9K0.28%00.0%Unchanged
Wells Fargo & Company21,293$308.7K0.00%−2,698−11.2%Reduced
Commonwealth Equity Services, LLC21,381$310.0K0.00%+4,770+28.7%Added
JPMorgan Chase & Co21,550$312.5K0.00%+50+0.2%Added
Verdence Capital Advisors LLC23,554$341.5K0.04%−8,367−26.2%Reduced
Axxcess Wealth Management, LLC23,573$341.8K0.01%+23,573New
BNP Paribas Arbitrage, SA24,216$351.1K0.00%+24,216New
Winton Group Ltd25,798$374.1K0.03%+25,798New
Cambridge Investment Research Advisors, Inc.26,270$381.0K0.00%+6,912+35.7%Added
Y-Intercept (Hong Kong) Ltd26,857$389.4K0.04%+26,857New
Invesco Ltd.27,169$394.0K0.00%+10,596+63.9%Added
Rockefeller Capital Management L.P.29,443$426.9K0.00%+8,137+38.2%Added
Clarus Group, Inc.29,464$427.2K0.31%00.0%Unchanged
Leonteq Securities AG30,500$442.3K0.05%−10,000−24.7%Reduced
Stifel Financial Corp31,459$456.2K0.00%+2,945+10.3%Added
Beacon Pointe Advisors, LLC32,025$464.4K0.01%+32,025New
Kovack Advisors, Inc.32,938$477.6K0.07%−2,131−6.1%Reduced
Arkadios Wealth Advisors36,110$523.6K0.05%+1,350+3.9%Added
Cresset Asset Management, LLC37,033$553.3K0.00%−109,223−74.7%Reduced
FineMark National Bank & Trust40,381$585.5K0.03%00.0%Unchanged
Virtus ETF Advisers LLC41,521$602.1K0.37%+17,481+72.7%Added
Janney Montgomery Scott LLC41,725$605.0K0.00%−80,060−65.7%Reduced
Keebeck Wealth Management, LLC41,100$614.0K0.11%00.0%Unchanged
Northeast Financial Consultants Inc42,770$620.2K0.04%00.0%Unchanged
Great West Life Assurance Co44,885$651.0K0.00%−3,374−7.0%Reduced
U.S. Capital Wealth Advisors, LLC45,331$657.3K0.03%+5,061+12.6%Added
Glenmede Trust Co NA46,004$667.1K0.00%00.0%Unchanged
LPL Financial LLC48,693$706.1K0.00%+3,295+7.3%Added
US Bancorp50,000$725.0K0.00%00.0%Unchanged
Alps Advisors Inc51,800$751.1K0.01%−4,500−8.0%Reduced
Hennion & Walsh Asset Management, Inc.55,446$804.0K0.05%−95,986−63.4%Reduced
Advisor Group Holdings, Inc.58,241$844.7K0.00%+9,040+18.4%Added
Raymond James Financial Services Advisors, Inc.58,502$848.3K0.00%+3,641+6.6%Added
The PNC Financial Services Group, Inc.63,888$926.4K0.00%00.0%Unchanged
International Assets Investment Management, LLC63,465$933.6K0.13%+1,960+3.2%Added
Macquarie Group Ltd64,600$937.0K0.00%+64,600New
Pathstone Family Office, LLC66,623$966.0K0.01%+1,226+1.9%Added
Tudor Investment Corp Et Al69,700$1.01M0.01%+69,700New
Park Circle Co71,225$1.03M0.97%00.0%Unchanged
Raymond James & Associates72,802$1.06M0.00%+1,025+1.4%Added
Goldman Sachs Group Inc90,688$1.31M0.00%+11,808+15.0%Added
Millennium Management LLC106,018$1.54M0.00%+76,333+257.1%Added
Ameriprise Financial Inc109,857$1.59M0.00%+19,132+21.1%Added
Greenwich Investment Management, Inc.116,718$1.69M1.34%+15,715+15.6%Added
BI Asset Management Fondsmaeglerselskab A/S133,460$1.94M0.04%+28,514+27.2%Added
Truist Financial Corp138,798$2.01M0.00%−3,424−2.4%Reduced
HighTower Advisors, LLC155,013$2.25M0.00%+2,025+1.3%Added
BlackRock Inc.158,242$2.29M0.00%−96,012−37.8%Reduced
UBS Group AG172,873$2.51M0.00%−33,353−16.2%Reduced
McKinley Capital Management LLC /Delaware174,709$2.53M0.36%−9,992−5.4%Reduced
Condor Capital Management192,857$2.80M0.34%+24,472+14.5%Added
Advisors Asset Management, Inc.206,779$3.00M0.06%+17,426+9.2%Added
Gries Financial LLC207,939$3.02M0.81%+2,000+1.0%Added
Royal Bank of Canada218,430$3.17M0.00%−15,121−6.5%Reduced
Neuberger Berman Group LLC232,248$3.37M0.00%+10,432+4.7%Added
Novare Capital Management LLC243,565$3.53M0.40%−39,475−13.9%Reduced
Two Sigma Advisers, LP272,300$3.95M0.01%+12,200+4.7%Added
Sumitomo Mitsui Trust Holdings, Inc.272,513$3.95M0.00%−53,413−16.4%Reduced
Muzinich & Co., Inc.276,163$4.00M3.51%−53,413−16.2%Reduced
D. E. Shaw & Co., Inc.277,147$4.02M0.01%−26,778−8.8%Reduced
Two Sigma Investments, LP309,134$4.48M0.01%+825+0.3%Added