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, Q3 2024
Institutional positions in Carlyle Secured Lending, Inc. as of Sep 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
- 124
- +10 vs. Q2 2024
- Shares held
- 12.7M
- +314.0K (+2.5%) vs. Q2 2024
- Total value
- $210.3M
- −$9.34M (−4.3%) vs. Q2 2024
- New holders
- 23
- 34 more added
- Sold out
- 13
- 36 more reduced
3 institutions that held it in Q2 2024 haven't filed for Q3 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2024
Shares, value and share of portfolio for each institution holding Carlyle Secured Lending, Inc.; share changes are against Q2 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Advisor Group Holdings, Inc. | 74,937 | $1.27M | 0.00% | +3,174+4.4% | Added |
| Goldman Sachs Group Inc | 78,880 | $1.34M | 0.00% | −89,879−53.3% | Reduced |
| Hennion & Walsh Asset Management, Inc. | 120,911 | $2.05M | 0.10% | +2,570+2.2% | Added |
| Herbst Group, LLC | 122,060 | $2.07M | 1.28% | +122,060 | New |
| Raymond James & Associates | 132,790 | $2.25M | 0.00% | +5,874+4.6% | Added |
| UBS Group AG | 142,270 | $2.41M | 0.00% | +15,370+12.1% | Added |
| Denali Advisors LLC | 150,931 | $2.56M | 0.28% | +150,931 | New |
| BlackRock, Inc. | 163,403 | $2.77M | 0.00% | +163,403 | New |
| Ameriprise Financial Inc | 163,687 | $2.78M | 0.00% | −8,103−4.7% | Reduced |
| Novare Capital Management LLC | 177,805 | $3.02M | 0.26% | −31,630−15.1% | Reduced |
| Gries Financial LLC | 197,990 | $3.36M | 0.63% | 00.0% | Unchanged |
| Sumitomo Mitsui Trust Holdings, Inc. | 211,666 | $3.59M | 0.00% | −33,602−13.7% | Reduced |
| Muzinich & Co., Inc. | 216,755 | $3.68M | 2.90% | −33,602−13.4% | Reduced |
| Condor Capital Management | 246,492 | $4.18M | 0.38% | −17,819−6.7% | Reduced |
| Royal Bank of Canada | 265,627 | $4.51M | 0.00% | −2,707−1.0% | Reduced |
| Advisors Asset Management, Inc. | 265,982 | $4.51M | 0.08% | +17,434+7.0% | Added |
| Two Sigma Investments, LP | 342,154 | $5.81M | 0.01% | −50,224−12.8% | Reduced |
| Legal & General Group Plc | 363,567 | $6.17M | 0.00% | −36,171−9.0% | Reduced |
| Two Sigma Advisers, LP | 474,100 | $8.05M | 0.02% | −132,700−21.9% | Reduced |
| Bank of America Corp | 1,148,573 | $19.5M | 0.00% | +94,278+8.9% | Added |
| Van Eck Associates Corp | 1,251,840 | $21.7M | 0.03% | +72,741+6.2% | Added |
| LSV Asset Management | 1,390,963 | $23.6M | 0.05% | −159,900−10.3% | Reduced |
| Morgan Stanley | 2,122,775 | $36.0M | 0.00% | +99,271+4.9% | Added |
| International Assets Investment Management, LLC | 307,581 | – | – | +289,456+1,597.0% | Added |
| Tudor Investment Corp Et Al | 0 | $0 | 0.00% | −58,805−100.0% | Sold out |
| GFS Advisors, LLC | 0 | $0 | 0.00% | −25,856−100.0% | Sold out |
| Cambria Investment Management, L.P. | 0 | $0 | 0.00% | −22,802−100.0% | Sold out |
| D. E. Shaw & Co., Inc. | 0 | $0 | 0.00% | −22,439−100.0% | Sold out |
| Sanctuary Advisors, LLC | 0 | $0 | 0.00% | −22,513−100.0% | Sold out |
| Gsa Capital Partners LLP | 0 | $0 | 0.00% | −19,135−100.0% | Sold out |
| Connor, Clark & Lunn Investment Management Ltd. | 0 | $0 | 0.00% | −12,449−100.0% | Sold out |
| Magnetar Financial LLC | 0 | $0 | 0.00% | −10,678−100.0% | Sold out |
| Kingsview Wealth Management, LLC | 0 | $0 | 0.00% | −10,253−100.0% | Sold out |
| Virtu Financial LLC | 0 | $0 | 0.00% | −10,007−100.0% | Sold out |
| nVerses Capital, LLC | 0 | $0 | 0.00% | −3,000−100.0% | Sold out |
| Catalyst Funds Management Pty Ltd | 0 | $0 | 0.00% | −1,700−100.0% | Sold out |
| Tyler-Stone Wealth Management | 0 | $0 | 0.00% | −1,310−100.0% | Sold out |
| BlackRock Inc. | – | – | – | – | Not filed |
| McKinley Capital Management LLC /Delaware | – | – | – | – | Not filed |
| Greenwich Investment Management, Inc. | – | – | – | – | Not filed |