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 2024
Institutional positions in Carlyle Secured Lending, Inc. as of Mar 31, 2024. 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
- 111
- −9 vs. Q4 2023
- Shares held
- 12.6M
- −56.0K (−0.4%) vs. Q4 2023
- Total value
- $204.3M
- +$15.4M (+8.1%) vs. Q4 2023
- New holders
- 9
- 45 more added
- Sold out
- 18
- 28 more reduced
1 institution that held it in Q4 2023 haven't filed for Q1 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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.
| 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 2024
Shares, value and share of portfolio for each institution holding Carlyle Secured Lending, Inc.; share changes are against Q4 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Morgan Stanley | 2,004,615 | $32.6M | 0.00% | +4580.0% | Added |
| LSV Asset Management | 1,567,263 | $25.5M | 0.05% | −31,400−2.0% | Reduced |
| Van Eck Associates Corp | 1,002,914 | $16.3M | 0.02% | +71,673+7.7% | Added |
| Bank of America Corp | 962,440 | $15.7M | 0.00% | +181,525+23.2% | Added |
| Legal & General Group Plc | 407,986 | $6.64M | 0.00% | +11,266+2.8% | Added |
| Millennium Management LLC | 311,385 | $5.07M | 0.00% | −115,852−27.1% | Reduced |
| Two Sigma Investments, LP | 301,593 | $4.91M | 0.01% | −21,060−6.5% | Reduced |
| Two Sigma Advisers, LP | 284,500 | $4.63M | 0.01% | −11,800−4.0% | Reduced |
| Neuberger Berman Group LLC | 270,015 | $4.40M | 0.00% | +53,101+24.5% | Added |
| Advisors Asset Management, Inc. | 265,325 | $4.32M | 0.08% | +11,573+4.6% | Added |
| Novare Capital Management LLC | 263,965 | $4.30M | 0.39% | +17,725+7.2% | Added |
| Sumitomo Mitsui Trust Holdings, Inc. | 258,774 | $4.21M | 0.00% | +6,527+2.6% | Added |
| Royal Bank of Canada | 250,476 | $4.08M | 0.00% | +30,154+13.7% | Added |
| Muzinich & Co., Inc. | 257,336 | $3.85M | 3.34% | 00.0% | Unchanged |
| Condor Capital Management | 227,327 | $3.70M | 0.36% | +16,714+7.9% | Added |
| Gries Financial LLC | 211,750 | $3.45M | 0.58% | +9,933+4.9% | Added |
| UBS Group AG | 193,120 | $3.14M | 0.00% | +4,906+2.6% | Added |
| BlackRock Inc. | 183,752 | $2.99M | 0.00% | +18,162+11.0% | Added |
| McKinley Capital Management LLC /Delaware | 166,285 | $2.71M | 0.33% | −6,287−3.6% | Reduced |
| HighTower Advisors, LLC | 163,887 | $2.67M | 0.00% | +6,165+3.9% | Added |
| Goldman Sachs Group Inc | 157,760 | $2.57M | 0.00% | −41,507−20.8% | Reduced |
| Ameriprise Financial Inc | 154,413 | $2.51M | 0.00% | +17,102+12.5% | Added |
| Raymond James & Associates | 122,457 | $1.99M | 0.00% | −9,186−7.0% | Reduced |
| Greenwich Investment Management, Inc. | 122,443 | $1.99M | 1.57% | +9,725+8.6% | Added |
| BI Asset Management Fondsmaeglerselskab A/S | 116,669 | $1.90M | 0.04% | −28,962−19.9% | Reduced |
| D. E. Shaw & Co., Inc. | 99,316 | $1.62M | 0.00% | −161,298−61.9% | Reduced |
| Hennion & Walsh Asset Management, Inc. | 81,929 | $1.33M | 0.07% | +51,201+166.6% | Added |
| Park Circle Co | 71,225 | $1.16M | 1.08% | 00.0% | Unchanged |
| Pathstone Holdings, LLC | 69,254 | $1.13M | 0.01% | +1,289+1.9% | Added |
| Truist Financial Corp | 65,230 | $1.06M | 0.00% | −75,380−53.6% | Reduced |
| Advisor Group Holdings, Inc. | 64,989 | $1.06M | 0.00% | +12,575+24.0% | Added |
| Macquarie Group Ltd | 64,600 | $1.05M | 0.00% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 63,888 | $1.04M | 0.00% | 00.0% | Unchanged |
| Tudor Investment Corp Et Al | 63,275 | $1.03M | 0.01% | −43,052−40.5% | Reduced |
| Bright Futures Wealth Management, LLC. | 53,606 | $972.9K | 0.53% | +53,606 | New |
| Raymond James Financial Services Advisors, Inc. | 57,998 | $944.2K | 0.00% | +3,405+6.2% | Added |
| LPL Financial LLC | 55,677 | $906.4K | 0.00% | +5,499+11.0% | Added |
| Janney Montgomery Scott LLC | 51,117 | $832.0K | 0.00% | +6,947+15.7% | Added |
| US Bancorp | 50,000 | $814.0K | 0.00% | 00.0% | Unchanged |
| GFS Advisors, LLC | 49,700 | $809.0K | 0.13% | +32,750+193.2% | Added |
| Alps Advisors Inc | 47,905 | $779.9K | 0.01% | −2,795−5.5% | Reduced |
| BluePointe Capital Management, LLC | 45,473 | $762.1K | 0.52% | −1,894−4.0% | Reduced |
| Global Retirement Partners, LLC | 46,708 | $760.4K | 0.03% | +3,944+9.2% | Added |
| Great West Life Assurance Co | 46,578 | $759.0K | 0.00% | +5,500+13.4% | Added |
| U.S. Capital Wealth Advisors, LLC | 45,331 | $738.0K | 0.03% | 00.0% | Unchanged |
| Northeast Financial Consultants Inc | 42,770 | $696.3K | 0.03% | 00.0% | Unchanged |
| Invesco Ltd. | 41,896 | $682.1K | 0.00% | +7,220+20.8% | Added |
| FineMark National Bank & Trust | 41,624 | $677.6K | 0.03% | 00.0% | Unchanged |
| Quadrature Capital Ltd | 41,039 | $668.1K | 0.01% | +2,533+6.6% | Added |
| Virtus ETF Advisers LLC | 39,733 | $646.9K | 0.34% | +10,519+36.0% | Added |
| Cambridge Investment Research Advisors, Inc. | 38,196 | $622.0K | 0.00% | +10,850+39.7% | Added |
| Kovack Advisors, Inc. | 37,411 | $609.1K | 0.07% | −484−1.3% | Reduced |
| Qube Research & Technologies Ltd | 36,552 | $595.1K | 0.00% | +1,481+4.2% | Added |
| Arkadios Wealth Advisors | 36,110 | $587.9K | 0.05% | 00.0% | Unchanged |
| Glenmede Trust Co NA | 35,829 | $583.3K | 0.00% | 00.0% | Unchanged |
| JPMorgan Chase & Co | 34,600 | $563.3K | 0.00% | −6,774−16.4% | Reduced |
| Envestnet Asset Management Inc | 33,890 | $551.7K | 0.00% | +13,712+68.0% | Added |
| ExodusPoint Capital Management, LP | 32,980 | $537.0K | 0.01% | −21,594−39.6% | Reduced |
| Citadel Advisors LLC | 32,758 | $533.3K | 0.00% | −58,969−64.3% | Reduced |
| Keebeck Wealth Management, LLC | 31,000 | $519.6K | 0.08% | −100−0.3% | Reduced |
| Cetera Investment Advisers | 30,172 | $491.2K | 0.00% | +20,067+198.6% | Added |
| Clarus Group, Inc. | 29,464 | $479.7K | 0.34% | 00.0% | Unchanged |
| Rockefeller Capital Management L.P. | 29,113 | $474.0K | 0.00% | +2,096+7.8% | Added |
| Verdence Capital Advisors LLC | 27,752 | $451.8K | 0.04% | 00.0% | Unchanged |
| Jump Financial, LLC | 27,208 | $442.9K | 0.01% | +2,425+9.8% | Added |
| Stifel Financial Corp | 26,199 | $426.5K | 0.00% | −6,000−18.6% | Reduced |
| Wells Fargo & Company | 25,852 | $420.9K | 0.00% | +8,430+48.4% | Added |
| Truvestments Capital LLC | 20,907 | $340.4K | 0.13% | +377+1.8% | Added |
| Commonwealth Equity Services, LLC | 20,638 | $336.0K | 0.00% | +670+3.4% | Added |
| Financial Alternatives, Inc | 19,991 | $325.5K | 0.25% | −970−4.6% | Reduced |
| International Assets Investment Management, LLC | 18,125 | $292.0K | 0.03% | 00.0% | Unchanged |
| Axxcess Wealth Management, LLC | 17,573 | $286.1K | 0.01% | 00.0% | Unchanged |
| Independent Financial Group, LLC | 16,447 | $267.8K | 0.01% | 00.0% | Unchanged |
| Cambria Investment Management, L.P. | 16,121 | $262.4K | 0.02% | +16,121 | New |
| Cubist Systematic Strategies, LLC | 15,666 | $255.0K | 0.00% | −6,619−29.7% | Reduced |
| Centiva Capital, LP | 14,767 | $240.4K | 0.01% | +14,767 | New |
| Dynamic Technology Lab Private Ltd | 14,195 | $231.0K | 0.02% | +14,195 | New |
| Lazard Asset Management LLC | 13,113 | $213.0K | 0.00% | +45+0.3% | Added |
| EMC Capital Management | 13,021 | $212.0K | 0.13% | +7,280+126.8% | Added |
| Jane Street Group, LLC | 12,443 | $202.6K | 0.00% | −6,611−34.7% | Reduced |
| Steward Partners Investment Advisory, LLC | 12,335 | $200.8K | 0.00% | +3,486+39.4% | Added |
| Comerica Bank | 12,294 | $200.1K | 0.00% | −360−2.8% | Reduced |
| HB Wealth Management, LLC | 11,790 | $191.9K | 0.00% | 00.0% | Unchanged |
| Beacon Pointe Advisors, LLC | 11,675 | $190.1K | 0.00% | 00.0% | Unchanged |
| Grimes & Company, Inc. | 11,452 | $186.4K | 0.01% | +264+2.4% | Added |
| Y-Intercept (Hong Kong) Ltd | 11,340 | $184.6K | 0.01% | +11,340 | New |
| Edge Capital Group, LLC | 11,314 | $184.2K | 0.01% | 00.0% | Unchanged |
| Marcum Wealth, LLC | 11,314 | $184.2K | 0.02% | 00.0% | Unchanged |
| Great Valley Advisor Group, Inc. | 11,100 | $180.7K | 0.01% | 00.0% | Unchanged |
| Leonteq Securities AG | 11,000 | $179.1K | 0.02% | −19,500−63.9% | Reduced |
| Kingsview Wealth Management, LLC | 10,527 | $171.4K | 0.00% | +10,527 | New |
| Connor, Clark & Lunn Investment Management Ltd. | 10,102 | $164.5K | 0.00% | +10,102 | New |
| Sunbelt Securities, Inc. | 8,797 | $143.2K | 0.02% | 00.0% | Unchanged |
| Aquatic Capital Management LLC | 4,800 | $78.1K | 0.00% | −21,200−81.5% | Reduced |
| Harbor Investment Advisory, LLC | 4,210 | $68.5K | 0.01% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 3,743 | $60.9K | 0.00% | +3,592+2,378.8% | Added |
| Tucker Asset Management LLC | 3,390 | $55.2K | 0.01% | −1,967−36.7% | Reduced |
| Quarry LP | 2,529 | $41.2K | 0.02% | +1,161+84.9% | Added |
| Allworth Financial LP | 2,528 | $41.2K | 0.00% | 00.0% | Unchanged |
| Heritage Wealth Advisors | 1,800 | $29.3K | 0.00% | 00.0% | Unchanged |