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 |
|---|---|---|---|---|---|
| Acadian Asset Management LLC | 11 | $0 | 0.00% | −138−92.6% | Reduced |
| AdvisorNet Financial, Inc | 30 | $481 | 0.00% | +1+3.4% | Added |
| GWM Advisors LLC | 161 | $2.62K | 0.00% | +161 | New |
| NBC Securities, Inc. | 400 | $6.00K | 0.00% | 00.0% | Unchanged |
| Cape Investment Advisory, Inc. | 387 | $6.30K | 0.00% | −4,709−92.4% | Reduced |
| WealthCollab, LLC | 482 | $7.85K | 0.01% | 00.0% | Unchanged |
| CIBC Private Wealth Group, LLC | 1,000 | $16.1K | 0.00% | +1,000 | New |
| Sound Income Strategies, LLC | 1,191 | $19.4K | 0.00% | 00.0% | Unchanged |
| Tyler-Stone Wealth Management | 1,310 | $21.3K | 0.01% | 00.0% | Unchanged |
| Citigroup Inc | 1,349 | $22.0K | 0.00% | +439+48.2% | Added |
| AllSquare Wealth Management LLC | 1,700 | $27.7K | 0.02% | 00.0% | Unchanged |
| Heritage Wealth Advisors | 1,800 | $29.3K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 2,528 | $41.2K | 0.00% | 00.0% | Unchanged |
| Quarry LP | 2,529 | $41.2K | 0.02% | +1,161+84.9% | Added |
| Tucker Asset Management LLC | 3,390 | $55.2K | 0.01% | −1,967−36.7% | Reduced |
| Tower Research Capital LLC (TRC) | 3,743 | $60.9K | 0.00% | +3,592+2,378.8% | Added |
| Harbor Investment Advisory, LLC | 4,210 | $68.5K | 0.01% | 00.0% | Unchanged |
| Aquatic Capital Management LLC | 4,800 | $78.1K | 0.00% | −21,200−81.5% | Reduced |
| Sunbelt Securities, Inc. | 8,797 | $143.2K | 0.02% | 00.0% | Unchanged |
| Connor, Clark & Lunn Investment Management Ltd. | 10,102 | $164.5K | 0.00% | +10,102 | New |
| Kingsview Wealth Management, LLC | 10,527 | $171.4K | 0.00% | +10,527 | New |
| Leonteq Securities AG | 11,000 | $179.1K | 0.02% | −19,500−63.9% | Reduced |
| Great Valley Advisor Group, Inc. | 11,100 | $180.7K | 0.01% | 00.0% | Unchanged |
| 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 |
| Y-Intercept (Hong Kong) Ltd | 11,340 | $184.6K | 0.01% | +11,340 | New |
| Grimes & Company, Inc. | 11,452 | $186.4K | 0.01% | +264+2.4% | Added |
| Beacon Pointe Advisors, LLC | 11,675 | $190.1K | 0.00% | 00.0% | Unchanged |
| HB Wealth Management, LLC | 11,790 | $191.9K | 0.00% | 00.0% | Unchanged |
| Comerica Bank | 12,294 | $200.1K | 0.00% | −360−2.8% | Reduced |
| Steward Partners Investment Advisory, LLC | 12,335 | $200.8K | 0.00% | +3,486+39.4% | Added |
| Jane Street Group, LLC | 12,443 | $202.6K | 0.00% | −6,611−34.7% | Reduced |
| EMC Capital Management | 13,021 | $212.0K | 0.13% | +7,280+126.8% | Added |
| Lazard Asset Management LLC | 13,113 | $213.0K | 0.00% | +45+0.3% | Added |
| Dynamic Technology Lab Private Ltd | 14,195 | $231.0K | 0.02% | +14,195 | New |
| Centiva Capital, LP | 14,767 | $240.4K | 0.01% | +14,767 | New |
| Cubist Systematic Strategies, LLC | 15,666 | $255.0K | 0.00% | −6,619−29.7% | Reduced |
| Cambria Investment Management, L.P. | 16,121 | $262.4K | 0.02% | +16,121 | New |
| Independent Financial Group, LLC | 16,447 | $267.8K | 0.01% | 00.0% | Unchanged |
| Axxcess Wealth Management, LLC | 17,573 | $286.1K | 0.01% | 00.0% | Unchanged |
| International Assets Investment Management, LLC | 18,125 | $292.0K | 0.03% | 00.0% | Unchanged |
| Financial Alternatives, Inc | 19,991 | $325.5K | 0.25% | −970−4.6% | Reduced |
| Commonwealth Equity Services, LLC | 20,638 | $336.0K | 0.00% | +670+3.4% | Added |
| Truvestments Capital LLC | 20,907 | $340.4K | 0.13% | +377+1.8% | Added |
| Wells Fargo & Company | 25,852 | $420.9K | 0.00% | +8,430+48.4% | Added |
| Stifel Financial Corp | 26,199 | $426.5K | 0.00% | −6,000−18.6% | Reduced |
| Jump Financial, LLC | 27,208 | $442.9K | 0.01% | +2,425+9.8% | Added |
| Verdence Capital Advisors LLC | 27,752 | $451.8K | 0.04% | 00.0% | Unchanged |
| Rockefeller Capital Management L.P. | 29,113 | $474.0K | 0.00% | +2,096+7.8% | Added |
| Clarus Group, Inc. | 29,464 | $479.7K | 0.34% | 00.0% | Unchanged |
| Cetera Investment Advisers | 30,172 | $491.2K | 0.00% | +20,067+198.6% | Added |
| Keebeck Wealth Management, LLC | 31,000 | $519.6K | 0.08% | −100−0.3% | Reduced |
| Citadel Advisors LLC | 32,758 | $533.3K | 0.00% | −58,969−64.3% | Reduced |
| ExodusPoint Capital Management, LP | 32,980 | $537.0K | 0.01% | −21,594−39.6% | Reduced |
| Envestnet Asset Management Inc | 33,890 | $551.7K | 0.00% | +13,712+68.0% | Added |
| JPMorgan Chase & Co | 34,600 | $563.3K | 0.00% | −6,774−16.4% | Reduced |
| Glenmede Trust Co NA | 35,829 | $583.3K | 0.00% | 00.0% | Unchanged |
| Arkadios Wealth Advisors | 36,110 | $587.9K | 0.05% | 00.0% | Unchanged |
| Qube Research & Technologies Ltd | 36,552 | $595.1K | 0.00% | +1,481+4.2% | Added |
| Kovack Advisors, Inc. | 37,411 | $609.1K | 0.07% | −484−1.3% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 38,196 | $622.0K | 0.00% | +10,850+39.7% | Added |
| Virtus ETF Advisers LLC | 39,733 | $646.9K | 0.34% | +10,519+36.0% | Added |
| Quadrature Capital Ltd | 41,039 | $668.1K | 0.01% | +2,533+6.6% | Added |
| FineMark National Bank & Trust | 41,624 | $677.6K | 0.03% | 00.0% | Unchanged |
| Invesco Ltd. | 41,896 | $682.1K | 0.00% | +7,220+20.8% | Added |
| Northeast Financial Consultants Inc | 42,770 | $696.3K | 0.03% | 00.0% | Unchanged |
| U.S. Capital Wealth Advisors, LLC | 45,331 | $738.0K | 0.03% | 00.0% | Unchanged |
| Great West Life Assurance Co | 46,578 | $759.0K | 0.00% | +5,500+13.4% | Added |
| Global Retirement Partners, LLC | 46,708 | $760.4K | 0.03% | +3,944+9.2% | Added |
| BluePointe Capital Management, LLC | 45,473 | $762.1K | 0.52% | −1,894−4.0% | Reduced |
| Alps Advisors Inc | 47,905 | $779.9K | 0.01% | −2,795−5.5% | Reduced |
| GFS Advisors, LLC | 49,700 | $809.0K | 0.13% | +32,750+193.2% | Added |
| US Bancorp | 50,000 | $814.0K | 0.00% | 00.0% | Unchanged |
| Janney Montgomery Scott LLC | 51,117 | $832.0K | 0.00% | +6,947+15.7% | Added |
| LPL Financial LLC | 55,677 | $906.4K | 0.00% | +5,499+11.0% | Added |
| Raymond James Financial Services Advisors, Inc. | 57,998 | $944.2K | 0.00% | +3,405+6.2% | Added |
| Bright Futures Wealth Management, LLC. | 53,606 | $972.9K | 0.53% | +53,606 | New |
| Tudor Investment Corp Et Al | 63,275 | $1.03M | 0.01% | −43,052−40.5% | Reduced |
| The PNC Financial Services Group, Inc. | 63,888 | $1.04M | 0.00% | 00.0% | Unchanged |
| Macquarie Group Ltd | 64,600 | $1.05M | 0.00% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 64,989 | $1.06M | 0.00% | +12,575+24.0% | Added |
| Truist Financial Corp | 65,230 | $1.06M | 0.00% | −75,380−53.6% | Reduced |
| Pathstone Holdings, LLC | 69,254 | $1.13M | 0.01% | +1,289+1.9% | Added |
| Park Circle Co | 71,225 | $1.16M | 1.08% | 00.0% | Unchanged |
| Hennion & Walsh Asset Management, Inc. | 81,929 | $1.33M | 0.07% | +51,201+166.6% | Added |
| D. E. Shaw & Co., Inc. | 99,316 | $1.62M | 0.00% | −161,298−61.9% | Reduced |
| BI Asset Management Fondsmaeglerselskab A/S | 116,669 | $1.90M | 0.04% | −28,962−19.9% | Reduced |
| Greenwich Investment Management, Inc. | 122,443 | $1.99M | 1.57% | +9,725+8.6% | Added |
| Raymond James & Associates | 122,457 | $1.99M | 0.00% | −9,186−7.0% | Reduced |
| Ameriprise Financial Inc | 154,413 | $2.51M | 0.00% | +17,102+12.5% | Added |
| Goldman Sachs Group Inc | 157,760 | $2.57M | 0.00% | −41,507−20.8% | Reduced |
| HighTower Advisors, LLC | 163,887 | $2.67M | 0.00% | +6,165+3.9% | Added |
| McKinley Capital Management LLC /Delaware | 166,285 | $2.71M | 0.33% | −6,287−3.6% | Reduced |
| BlackRock Inc. | 183,752 | $2.99M | 0.00% | +18,162+11.0% | Added |
| UBS Group AG | 193,120 | $3.14M | 0.00% | +4,906+2.6% | Added |
| Gries Financial LLC | 211,750 | $3.45M | 0.58% | +9,933+4.9% | Added |
| Condor Capital Management | 227,327 | $3.70M | 0.36% | +16,714+7.9% | Added |
| Muzinich & Co., Inc. | 257,336 | $3.85M | 3.34% | 00.0% | Unchanged |
| Royal Bank of Canada | 250,476 | $4.08M | 0.00% | +30,154+13.7% | Added |
| Sumitomo Mitsui Trust Holdings, Inc. | 258,774 | $4.21M | 0.00% | +6,527+2.6% | Added |