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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, 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.

Institutional holdersQ2 2024: 117 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 heldQ2 2024: $227.7M
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, Q2 2024

Shares, value and share of portfolio for each institution holding Carlyle Secured Lending, Inc.; share changes are against Q1 2024.

Institutions holding CGBD in Q2 2024
InstitutionSharesValue% of portfolioChange in sharesAction
Acadian Asset Management LLC11$00.00%00.0%Unchanged
AdvisorNet Financial, Inc30$5370.00%00.0%Unchanged
Tower Research Capital LLC (TRC)87$1.54K0.00%−3,656−97.7%Reduced
Toth Financial Advisory Corp90$1.60K0.00%+90New
GWM Advisors LLC161$2.86K0.00%00.0%Unchanged
Frazier Financial Advisors, LLC249$4.42K0.00%+249New
Chelsea Counsel Co340$6.19K0.00%+340New
NBC Securities, Inc.400$7.00K0.00%00.0%Unchanged
WealthCollab, LLC482$8.55K0.01%00.0%Unchanged
Raleigh Capital Management Inc.520$9.22K0.00%+520New
Sound Income Strategies, LLC1,191$21.1K0.00%00.0%Unchanged
Tyler-Stone Wealth Management1,310$23.2K0.01%00.0%Unchanged
AllSquare Wealth Management LLC1,700$30.2K0.02%00.0%Unchanged
Catalyst Funds Management Pty Ltd1,700$30.2K0.01%+1,700New
Citigroup Inc1,854$32.9K0.00%+505+37.4%Added
Kimelman & Baird, LLC1,950$34.6K0.00%+1,950New
Heritage Wealth Advisors2,100$37.3K0.00%+300+16.7%Added
Allworth Financial LP2,528$45.3K0.00%00.0%Unchanged
Northwestern Mutual Wealth Management Co2,910$51.6K0.00%+2,910New
nVerses Capital, LLC3,000$53.2K0.03%+3,000New
Harbor Investment Advisory, LLC4,210$74.7K0.01%00.0%Unchanged
Group One Trading, L.P.5,237$92.9K0.00%+5,237New
Sunbelt Securities, Inc.8,797$156.1K0.02%00.0%Unchanged
Comerica Bank9,106$161.5K0.00%−3,188−25.9%Reduced
Virtu Financial LLC10,007$178.0K0.01%+10,007New
Kingsview Wealth Management, LLC10,253$181.9K0.00%−274−2.6%Reduced
Jane Street Group, LLC10,526$186.7K0.00%−1,917−15.4%Reduced
Magnetar Financial LLC10,678$189.4K0.00%+10,678New
Edge Capital Group, LLC11,314$200.7K0.01%00.0%Unchanged
Marcum Wealth, LLC11,314$200.7K0.02%00.0%Unchanged
Great Valley Advisor Group, Inc.11,665$206.9K0.01%+565+5.1%Added
HB Wealth Management, LLC11,790$209.2K0.00%00.0%Unchanged
Connor, Clark & Lunn Investment Management Ltd.12,449$220.8K0.00%+2,347+23.2%Added
EMC Capital Management13,021$231.0K0.13%00.0%Unchanged
Steward Partners Investment Advisory, LLC13,147$233.2K0.00%+812+6.6%Added
United Advisor Group, LLC13,302$236.0K0.07%+13,302New
Activest Wealth Management13,725$243.5K0.08%+13,725New
Wealth Enhancement Advisory Services, LLC17,604$312.3K0.00%+17,604New
International Assets Investment Management, LLC18,125$321.5K0.03%00.0%Unchanged
Gsa Capital Partners LLP19,135$339.0K0.02%+19,135New
Truvestments Capital LLC19,899$353.0K0.14%−1,008−4.8%Reduced
Financial Alternatives, Inc19,991$354.6K0.27%00.0%Unchanged
Grimes & Company, Inc.20,502$363.7K0.01%+9,050+79.0%Added
Independent Financial Group, LLC20,615$365.7K0.01%+4,168+25.3%Added
Sanctuary Advisors, LLC22,513$384.8K0.00%+22,513New
Jump Financial, LLC22,072$391.6K0.01%−5,136−18.9%Reduced
D. E. Shaw & Co., Inc.22,439$398.1K0.00%−76,877−77.4%Reduced
Cambria Investment Management, L.P.22,802$404.5K0.02%+6,681+41.4%Added
Aquatic Capital Management LLC24,400$432.9K0.02%+19,600+408.3%Added
Triumph Capital Management27,632$503.2K0.20%+27,632New
Verdence Capital Advisors LLC29,152$517.2K0.05%+1,400+5.0%Added
Stifel Financial Corp29,235$518.6K0.00%+3,036+11.6%Added
Wells Fargo & Company29,456$522.5K0.00%+3,604+13.9%Added
Clarus Group, Inc.29,464$522.7K0.23%00.0%Unchanged
Rockefeller Capital Management L.P.29,568$524.5K0.00%+455+1.6%Added
Commonwealth Equity Services, LLC31,490$559.0K0.00%+10,852+52.6%Added
Keebeck Wealth Management, LLC31,000$564.5K0.08%00.0%Unchanged
Citadel Advisors LLC33,527$594.8K0.00%+769+2.3%Added
Redhawk Wealth Advisors, Inc.33,909$601.5K0.09%+33,909New
Glenmede Trust Co NA35,829$635.6K0.00%00.0%Unchanged
Qube Research & Technologies Ltd36,050$639.5K0.00%−502−1.4%Reduced
Cambridge Investment Research Advisors, Inc.36,251$643.0K0.00%−1,945−5.1%Reduced
Arkadios Wealth Advisors36,265$643.3K0.04%+155+0.4%Added
Kovack Advisors, Inc.36,889$654.4K0.07%−522−1.4%Reduced
Cetera Investment Advisers36,995$656.3K0.00%+6,823+22.6%Added
Lazard Asset Management LLC37,226$660.0K0.00%+24,113+183.9%Added
Trexquant Investment LP39,878$707.4K0.01%+39,878New
Janney Montgomery Scott LLC40,514$719.0K0.00%−10,603−20.7%Reduced
Envestnet Asset Management Inc40,837$724.4K0.00%+6,947+20.5%Added
FineMark National Bank & Trust41,624$738.4K0.03%00.0%Unchanged
Invesco Ltd.42,635$756.3K0.00%+739+1.8%Added
Northeast Financial Consultants Inc42,770$758.7K0.03%00.0%Unchanged
Virtus ETF Advisers LLC42,895$761.0K0.37%+3,162+8.0%Added
U.S. Capital Wealth Advisors, LLC46,731$829.0K0.03%+1,400+3.1%Added
Great West Life Assurance Co47,494$843.0K0.00%+916+2.0%Added
Global Retirement Partners, LLC48,495$860.3K0.03%+1,787+3.8%Added
Alps Advisors Inc49,530$878.7K0.01%+1,625+3.4%Added
GFS Advisors, LLC25,856$882.0K0.15%−23,844−48.0%Reduced
US Bancorp50,000$887.0K0.00%00.0%Unchanged
LPL Financial LLC53,336$946.2K0.00%−2,341−4.2%Reduced
Bright Futures Wealth Management, LLC.56,079$947.7K0.51%+2,473+4.6%Added
BluePointe Capital Management, LLC55,582$1.01M0.68%+10,109+22.2%Added
Tudor Investment Corp Et Al58,805$1.04M0.01%−4,470−7.1%Reduced
Raymond James Financial Services Advisors, Inc.58,899$1.04M0.00%+901+1.6%Added
BI Asset Management Fondsmaeglerselskab A/S59,036$1.05M0.02%−57,633−49.4%Reduced
ExodusPoint Capital Management, LP61,657$1.09M0.01%+28,677+87.0%Added
The PNC Financial Services Group, Inc.63,888$1.13M0.00%00.0%Unchanged
Macquarie Group Ltd64,600$1.15M0.00%00.0%Unchanged
Truist Financial Corp64,959$1.15M0.00%−271−0.4%Reduced
Pathstone Holdings, LLC70,596$1.25M0.01%+1,342+1.9%Added
Park Circle Co71,225$1.26M1.25%00.0%Unchanged
Advisor Group Holdings, Inc.71,763$1.27M0.00%+6,774+10.4%Added
JPMorgan Chase & Co74,600$1.32M0.00%+40,000+115.6%Added
HighTower Advisors, LLC88,320$1.56M0.00%−75,567−46.1%Reduced
Greenwich Investment Management, Inc.104,373$1.85M1.69%−18,070−14.8%Reduced
Hennion & Walsh Asset Management, Inc.118,341$2.10M0.11%+36,412+44.4%Added
UBS Group AG126,900$2.25M0.00%−66,220−34.3%Reduced
Raymond James & Associates126,916$2.25M0.00%+4,459+3.6%Added
McKinley Capital Management LLC /Delaware166,621$2.96M0.52%+336+0.2%Added
Goldman Sachs Group Inc168,759$2.99M0.00%+10,999+7.0%Added