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 2024
Institutional positions in Carlyle Secured Lending, Inc. as of Jun 30, 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
- 117
- +6 vs. Q1 2024
- Shares held
- 12.8M
- +250.2K (+2.0%) vs. Q1 2024
- Total value
- $227.7M
- +$23.4M (+11.5%) vs. Q1 2024
- New holders
- 19
- 45 more added
- Sold out
- 13
- 27 more reduced
Compare with Q1 2024: 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, Q2 2024
Shares, value and share of portfolio for each institution holding Carlyle Secured Lending, Inc.; share changes are against Q1 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Morgan Stanley | 2,023,504 | $35.9M | 0.00% | +18,889+0.9% | Added |
| LSV Asset Management | 1,550,863 | $27.5M | 0.06% | −16,400−1.0% | Reduced |
| Van Eck Associates Corp | 1,179,099 | $20.9M | 0.03% | +176,185+17.6% | Added |
| Bank of America Corp | 1,054,295 | $18.7M | 0.00% | +91,855+9.5% | Added |
| Two Sigma Advisers, LP | 606,800 | $10.8M | 0.02% | +322,300+113.3% | Added |
| Legal & General Group Plc | 399,738 | $7.09M | 0.00% | −8,248−2.0% | Reduced |
| Two Sigma Investments, LP | 392,378 | $6.96M | 0.02% | +90,785+30.1% | Added |
| Royal Bank of Canada | 268,334 | $4.76M | 0.00% | +17,858+7.1% | Added |
| Condor Capital Management | 264,311 | $4.69M | 0.45% | +36,984+16.3% | Added |
| Muzinich & Co., Inc. | 250,357 | $4.44M | 3.56% | −6,979−2.7% | Reduced |
| Advisors Asset Management, Inc. | 248,548 | $4.41M | 0.09% | −16,777−6.3% | Reduced |
| Sumitomo Mitsui Trust Holdings, Inc. | 245,268 | $4.35M | 0.00% | −13,506−5.2% | Reduced |
| Novare Capital Management LLC | 209,435 | $3.72M | 0.33% | −54,530−20.7% | Reduced |
| Neuberger Berman Group LLC | 208,071 | $3.69M | 0.00% | −61,944−22.9% | Reduced |
| Gries Financial LLC | 197,990 | $3.51M | 0.72% | −13,760−6.5% | Reduced |
| BlackRock Inc. | 185,151 | $3.28M | 0.00% | +1,399+0.8% | Added |
| Ameriprise Financial Inc | 171,790 | $3.05M | 0.00% | +17,377+11.3% | Added |
| Goldman Sachs Group Inc | 168,759 | $2.99M | 0.00% | +10,999+7.0% | Added |
| McKinley Capital Management LLC /Delaware | 166,621 | $2.96M | 0.52% | +336+0.2% | Added |
| Raymond James & Associates | 126,916 | $2.25M | 0.00% | +4,459+3.6% | Added |
| UBS Group AG | 126,900 | $2.25M | 0.00% | −66,220−34.3% | Reduced |
| Hennion & Walsh Asset Management, Inc. | 118,341 | $2.10M | 0.11% | +36,412+44.4% | Added |
| Greenwich Investment Management, Inc. | 104,373 | $1.85M | 1.69% | −18,070−14.8% | Reduced |
| HighTower Advisors, LLC | 88,320 | $1.56M | 0.00% | −75,567−46.1% | Reduced |
| JPMorgan Chase & Co | 74,600 | $1.32M | 0.00% | +40,000+115.6% | Added |
| Advisor Group Holdings, Inc. | 71,763 | $1.27M | 0.00% | +6,774+10.4% | Added |
| Park Circle Co | 71,225 | $1.26M | 1.25% | 00.0% | Unchanged |
| Pathstone Holdings, LLC | 70,596 | $1.25M | 0.01% | +1,342+1.9% | Added |
| Truist Financial Corp | 64,959 | $1.15M | 0.00% | −271−0.4% | Reduced |
| Macquarie Group Ltd | 64,600 | $1.15M | 0.00% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 63,888 | $1.13M | 0.00% | 00.0% | Unchanged |
| ExodusPoint Capital Management, LP | 61,657 | $1.09M | 0.01% | +28,677+87.0% | Added |
| BI Asset Management Fondsmaeglerselskab A/S | 59,036 | $1.05M | 0.02% | −57,633−49.4% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 58,899 | $1.04M | 0.00% | +901+1.6% | Added |
| Tudor Investment Corp Et Al | 58,805 | $1.04M | 0.01% | −4,470−7.1% | Reduced |
| BluePointe Capital Management, LLC | 55,582 | $1.01M | 0.68% | +10,109+22.2% | Added |
| Bright Futures Wealth Management, LLC. | 56,079 | $947.7K | 0.51% | +2,473+4.6% | Added |
| LPL Financial LLC | 53,336 | $946.2K | 0.00% | −2,341−4.2% | Reduced |
| US Bancorp | 50,000 | $887.0K | 0.00% | 00.0% | Unchanged |
| GFS Advisors, LLC | 25,856 | $882.0K | 0.15% | −23,844−48.0% | Reduced |
| Alps Advisors Inc | 49,530 | $878.7K | 0.01% | +1,625+3.4% | Added |
| Global Retirement Partners, LLC | 48,495 | $860.3K | 0.03% | +1,787+3.8% | Added |
| Great West Life Assurance Co | 47,494 | $843.0K | 0.00% | +916+2.0% | Added |
| U.S. Capital Wealth Advisors, LLC | 46,731 | $829.0K | 0.03% | +1,400+3.1% | Added |
| Virtus ETF Advisers LLC | 42,895 | $761.0K | 0.37% | +3,162+8.0% | Added |
| Northeast Financial Consultants Inc | 42,770 | $758.7K | 0.03% | 00.0% | Unchanged |
| Invesco Ltd. | 42,635 | $756.3K | 0.00% | +739+1.8% | Added |
| FineMark National Bank & Trust | 41,624 | $738.4K | 0.03% | 00.0% | Unchanged |
| Envestnet Asset Management Inc | 40,837 | $724.4K | 0.00% | +6,947+20.5% | Added |
| Janney Montgomery Scott LLC | 40,514 | $719.0K | 0.00% | −10,603−20.7% | Reduced |
| Trexquant Investment LP | 39,878 | $707.4K | 0.01% | +39,878 | New |
| Lazard Asset Management LLC | 37,226 | $660.0K | 0.00% | +24,113+183.9% | Added |
| Cetera Investment Advisers | 36,995 | $656.3K | 0.00% | +6,823+22.6% | Added |
| Kovack Advisors, Inc. | 36,889 | $654.4K | 0.07% | −522−1.4% | Reduced |
| Arkadios Wealth Advisors | 36,265 | $643.3K | 0.04% | +155+0.4% | Added |
| Cambridge Investment Research Advisors, Inc. | 36,251 | $643.0K | 0.00% | −1,945−5.1% | Reduced |
| Qube Research & Technologies Ltd | 36,050 | $639.5K | 0.00% | −502−1.4% | Reduced |
| Glenmede Trust Co NA | 35,829 | $635.6K | 0.00% | 00.0% | Unchanged |
| Redhawk Wealth Advisors, Inc. | 33,909 | $601.5K | 0.09% | +33,909 | New |
| Citadel Advisors LLC | 33,527 | $594.8K | 0.00% | +769+2.3% | Added |
| Keebeck Wealth Management, LLC | 31,000 | $564.5K | 0.08% | 00.0% | Unchanged |
| Commonwealth Equity Services, LLC | 31,490 | $559.0K | 0.00% | +10,852+52.6% | Added |
| Rockefeller Capital Management L.P. | 29,568 | $524.5K | 0.00% | +455+1.6% | Added |
| Clarus Group, Inc. | 29,464 | $522.7K | 0.23% | 00.0% | Unchanged |
| Wells Fargo & Company | 29,456 | $522.5K | 0.00% | +3,604+13.9% | Added |
| Stifel Financial Corp | 29,235 | $518.6K | 0.00% | +3,036+11.6% | Added |
| Verdence Capital Advisors LLC | 29,152 | $517.2K | 0.05% | +1,400+5.0% | Added |
| Triumph Capital Management | 27,632 | $503.2K | 0.20% | +27,632 | New |
| Aquatic Capital Management LLC | 24,400 | $432.9K | 0.02% | +19,600+408.3% | Added |
| Cambria Investment Management, L.P. | 22,802 | $404.5K | 0.02% | +6,681+41.4% | Added |
| D. E. Shaw & Co., Inc. | 22,439 | $398.1K | 0.00% | −76,877−77.4% | Reduced |
| Jump Financial, LLC | 22,072 | $391.6K | 0.01% | −5,136−18.9% | Reduced |
| Sanctuary Advisors, LLC | 22,513 | $384.8K | 0.00% | +22,513 | New |
| Independent Financial Group, LLC | 20,615 | $365.7K | 0.01% | +4,168+25.3% | Added |
| Grimes & Company, Inc. | 20,502 | $363.7K | 0.01% | +9,050+79.0% | Added |
| Financial Alternatives, Inc | 19,991 | $354.6K | 0.27% | 00.0% | Unchanged |
| Truvestments Capital LLC | 19,899 | $353.0K | 0.14% | −1,008−4.8% | Reduced |
| Gsa Capital Partners LLP | 19,135 | $339.0K | 0.02% | +19,135 | New |
| International Assets Investment Management, LLC | 18,125 | $321.5K | 0.03% | 00.0% | Unchanged |
| Wealth Enhancement Advisory Services, LLC | 17,604 | $312.3K | 0.00% | +17,604 | New |
| Activest Wealth Management | 13,725 | $243.5K | 0.08% | +13,725 | New |
| United Advisor Group, LLC | 13,302 | $236.0K | 0.07% | +13,302 | New |
| Steward Partners Investment Advisory, LLC | 13,147 | $233.2K | 0.00% | +812+6.6% | Added |
| EMC Capital Management | 13,021 | $231.0K | 0.13% | 00.0% | Unchanged |
| Connor, Clark & Lunn Investment Management Ltd. | 12,449 | $220.8K | 0.00% | +2,347+23.2% | Added |
| HB Wealth Management, LLC | 11,790 | $209.2K | 0.00% | 00.0% | Unchanged |
| Great Valley Advisor Group, Inc. | 11,665 | $206.9K | 0.01% | +565+5.1% | Added |
| Edge Capital Group, LLC | 11,314 | $200.7K | 0.01% | 00.0% | Unchanged |
| Marcum Wealth, LLC | 11,314 | $200.7K | 0.02% | 00.0% | Unchanged |
| Magnetar Financial LLC | 10,678 | $189.4K | 0.00% | +10,678 | New |
| Jane Street Group, LLC | 10,526 | $186.7K | 0.00% | −1,917−15.4% | Reduced |
| Kingsview Wealth Management, LLC | 10,253 | $181.9K | 0.00% | −274−2.6% | Reduced |
| Virtu Financial LLC | 10,007 | $178.0K | 0.01% | +10,007 | New |
| Comerica Bank | 9,106 | $161.5K | 0.00% | −3,188−25.9% | Reduced |
| Sunbelt Securities, Inc. | 8,797 | $156.1K | 0.02% | 00.0% | Unchanged |
| Group One Trading, L.P. | 5,237 | $92.9K | 0.00% | +5,237 | New |
| Harbor Investment Advisory, LLC | 4,210 | $74.7K | 0.01% | 00.0% | Unchanged |
| nVerses Capital, LLC | 3,000 | $53.2K | 0.03% | +3,000 | New |
| Northwestern Mutual Wealth Management Co | 2,910 | $51.6K | 0.00% | +2,910 | New |
| Allworth Financial LP | 2,528 | $45.3K | 0.00% | 00.0% | Unchanged |