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 |
|---|---|---|---|---|---|
| Heritage Wealth Advisors | 2,100 | $37.3K | 0.00% | +300+16.7% | Added |
| Kimelman & Baird, LLC | 1,950 | $34.6K | 0.00% | +1,950 | New |
| Citigroup Inc | 1,854 | $32.9K | 0.00% | +505+37.4% | Added |
| AllSquare Wealth Management LLC | 1,700 | $30.2K | 0.02% | 00.0% | Unchanged |
| Catalyst Funds Management Pty Ltd | 1,700 | $30.2K | 0.01% | +1,700 | New |
| Tyler-Stone Wealth Management | 1,310 | $23.2K | 0.01% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 1,191 | $21.1K | 0.00% | 00.0% | Unchanged |
| Raleigh Capital Management Inc. | 520 | $9.22K | 0.00% | +520 | New |
| WealthCollab, LLC | 482 | $8.55K | 0.01% | 00.0% | Unchanged |
| NBC Securities, Inc. | 400 | $7.00K | 0.00% | 00.0% | Unchanged |
| Chelsea Counsel Co | 340 | $6.19K | 0.00% | +340 | New |
| Frazier Financial Advisors, LLC | 249 | $4.42K | 0.00% | +249 | New |
| GWM Advisors LLC | 161 | $2.86K | 0.00% | 00.0% | Unchanged |
| Toth Financial Advisory Corp | 90 | $1.60K | 0.00% | +90 | New |
| Tower Research Capital LLC (TRC) | 87 | $1.54K | 0.00% | −3,656−97.7% | Reduced |
| AdvisorNet Financial, Inc | 30 | $537 | 0.00% | 00.0% | Unchanged |
| Acadian Asset Management LLC | 11 | $0 | 0.00% | 00.0% | Unchanged |
| Millennium Management LLC | 0 | $0 | 0.00% | −311,385−100.0% | Sold out |
| Quadrature Capital Ltd | 0 | $0 | 0.00% | −41,039−100.0% | Sold out |
| Axxcess Wealth Management, LLC | 0 | $0 | 0.00% | −17,573−100.0% | Sold out |
| Cubist Systematic Strategies, LLC | 0 | $0 | 0.00% | −15,666−100.0% | Sold out |
| Centiva Capital, LP | 0 | $0 | 0.00% | −14,767−100.0% | Sold out |
| Dynamic Technology Lab Private Ltd | 0 | $0 | 0.00% | −14,195−100.0% | Sold out |
| Beacon Pointe Advisors, LLC | 0 | $0 | 0.00% | −11,675−100.0% | Sold out |
| Y-Intercept (Hong Kong) Ltd | 0 | $0 | 0.00% | −11,340−100.0% | Sold out |
| Leonteq Securities AG | 0 | $0 | 0.00% | −11,000−100.0% | Sold out |
| Tucker Asset Management LLC | 0 | $0 | 0.00% | −3,390−100.0% | Sold out |
| Quarry LP | 0 | $0 | 0.00% | −2,529−100.0% | Sold out |
| CIBC Private Wealth Group, LLC | 0 | $0 | 0.00% | −1,000−100.0% | Sold out |
| Cape Investment Advisory, Inc. | 0 | $0 | 0.00% | −387−100.0% | Sold out |