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, Q4 2024
Institutional positions in Carlyle Secured Lending, Inc. as of Dec 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
- 115
- −7 vs. Q3 2024
- Shares held
- 13.3M
- +840.0K (+6.7%) vs. Q3 2024
- Total value
- $238.0M
- +$30.9M (+14.9%) vs. Q3 2024
- New holders
- 17
- 40 more added
- Sold out
- 24
- 30 more reduced
2 institutions that held it in Q3 2024 haven't filed for Q4 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2024
Shares, value and share of portfolio for each institution holding Carlyle Secured Lending, Inc.; share changes are against Q3 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Morgan Stanley | 2,277,266 | $40.8M | 0.00% | +154,491+7.3% | Added |
| Van Eck Associates Corp | 1,297,306 | $23.3M | 0.03% | +45,466+3.6% | Added |
| LSV Asset Management | 1,261,689 | $22.6M | 0.05% | −129,274−9.3% | Reduced |
| Bank of America Corp | 1,192,606 | $21.4M | 0.00% | +44,033+3.8% | Added |
| Invesco Ltd. | 659,564 | $11.8M | 0.00% | +616,988+1,449.1% | Added |
| Two Sigma Advisers, LP | 449,100 | $8.05M | 0.02% | −25,000−5.3% | Reduced |
| UBS Group AG | 383,334 | $6.87M | 0.00% | +241,064+169.4% | Added |
| Legal & General Group Plc | 336,616 | $6.04M | 0.00% | −26,951−7.4% | Reduced |
| Two Sigma Investments, LP | 288,066 | $5.17M | 0.01% | −54,088−15.8% | Reduced |
| Royal Bank of Canada | 270,558 | $4.85M | 0.00% | +4,931+1.9% | Added |
| Condor Capital Management | 266,836 | $4.78M | 0.42% | +20,344+8.3% | Added |
| Advisors Asset Management, Inc. | 239,970 | $4.30M | 0.08% | −26,012−9.8% | Reduced |
| Hager Investment Management Services, LLC | 228,267 | $4.09M | 2.56% | +228,267 | New |
| BlackRock, Inc. | 203,200 | $3.64M | 0.00% | +39,797+24.4% | Added |
| Muzinich & Co., Inc. | 202,472 | $3.63M | 2.56% | −14,283−6.6% | Reduced |
| Gries Financial LLC | 197,990 | $3.55M | 0.63% | 00.0% | Unchanged |
| Sumitomo Mitsui Trust Holdings, Inc. | 197,383 | $3.54M | 0.00% | −14,283−6.7% | Reduced |
| Raymond James Financial Inc | 179,764 | $3.22M | 0.00% | +179,764 | New |
| Ameriprise Financial Inc | 178,830 | $3.21M | 0.00% | +15,143+9.3% | Added |
| Novare Capital Management LLC | 178,705 | $3.20M | 0.27% | +900+0.5% | Added |
| Denali Advisors LLC | 140,447 | $2.52M | 0.26% | −10,484−6.9% | Reduced |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 130,500 | $2.34M | 0.00% | +130,500 | New |
| Herbst Group, LLC | 127,180 | $2.28M | 1.42% | +5,120+4.2% | Added |
| Hennion & Walsh Asset Management, Inc. | 117,003 | $2.10M | 0.09% | −3,908−3.2% | Reduced |
| Comerica Bank | 88,445 | $1.59M | 0.01% | +79,227+859.5% | Added |
| HighTower Advisors, LLC | 75,065 | $1.35M | 0.00% | +1,373+1.9% | Added |
| Pathstone Holdings, LLC | 73,100 | $1.31M | 0.01% | +1,291+1.8% | Added |
| Advisor Group Holdings, Inc. | 72,713 | $1.30M | 0.00% | −2,224−3.0% | Reduced |
| Park Circle Co | 71,225 | $1.28M | 1.16% | 00.0% | Unchanged |
| Trexquant Investment LP | 69,850 | $1.25M | 0.01% | +14,120+25.3% | Added |
| Truist Financial Corp | 64,959 | $1.16M | 0.00% | 00.0% | Unchanged |
| Macquarie Group Ltd | 64,600 | $1.16M | 0.00% | 00.0% | Unchanged |
| Bright Futures Wealth Management, LLC. | 61,308 | $1.12M | 1.00% | −758−1.2% | Reduced |
| LPL Financial LLC | 61,909 | $1.11M | 0.00% | −616−1.0% | Reduced |
| BluePointe Capital Management, LLC | 58,664 | $1.08M | 0.62% | +391+0.7% | Added |
| Envestnet Asset Management Inc | 51,513 | $923.6K | 0.00% | +80.0% | Added |
| Global Retirement Partners, LLC | 50,093 | $898.2K | 0.03% | +1,679+3.5% | Added |
| US Bancorp | 50,000 | $896.5K | 0.00% | 00.0% | Unchanged |
| GFS Advisors, LLC | 49,700 | $891.0K | 0.14% | +49,700 | New |
| Rockefeller Capital Management L.P. | 47,988 | $860.4K | 0.00% | +16,930+54.5% | Added |
| Virtus ETF Advisers LLC | 47,761 | $856.4K | 0.35% | +8,828+22.7% | Added |
| Cetera Investment Advisers | 45,352 | $813.2K | 0.00% | −3,240−6.7% | Reduced |
| Northeast Financial Consultants Inc | 42,770 | $766.9K | 0.03% | 00.0% | Unchanged |
| Janney Montgomery Scott LLC | 42,490 | $762.0K | 0.00% | −2,353−5.2% | Reduced |
| FineMark National Bank & Trust | 41,624 | $746.3K | 0.03% | 00.0% | Unchanged |
| Stifel Financial Corp | 40,909 | $733.5K | 0.00% | +10,635+35.1% | Added |
| Connor, Clark & Lunn Investment Management Ltd. | 39,976 | $716.8K | 0.00% | +39,976 | New |
| Triumph Capital Management | 39,593 | $709.9K | 0.24% | +3,705+10.3% | Added |
| Redhawk Wealth Advisors, Inc. | 39,403 | $706.5K | 0.10% | +2,139+5.7% | Added |
| Great West Life Assurance Co | 37,269 | $668.0K | 0.00% | −2,340−5.9% | Reduced |
| U.S. Capital Wealth Advisors, LLC | 36,200 | $649.1K | 0.02% | −10,531−22.5% | Reduced |
| Glenmede Trust Co NA | 34,829 | $624.5K | 0.00% | 00.0% | Unchanged |
| Greenland Capital Management LP | 32,500 | $582.7K | 0.12% | −2,500−7.1% | Reduced |
| Arkadios Wealth Advisors | 32,410 | $581.1K | 0.03% | −3,700−10.2% | Reduced |
| Verdence Capital Advisors LLC | 32,302 | $579.2K | 0.05% | +3,150+10.8% | Added |
| Keebeck Wealth Management, LLC | 31,000 | $569.8K | 0.08% | 00.0% | Unchanged |
| Wells Fargo & Company | 31,778 | $569.8K | 0.00% | +2,893+10.0% | Added |
| Apollon Wealth Management, LLC | 30,386 | $544.8K | 0.01% | +10,538+53.1% | Added |
| Grimes & Company, Inc. | 30,104 | $539.8K | 0.02% | +6,690+28.6% | Added |
| JPMorgan Chase & Co | 29,629 | $531.2K | 0.00% | +8,129+37.8% | Added |
| Commonwealth Equity Services, LLC | 28,612 | $513.0K | 0.00% | −8,340−22.6% | Reduced |
| Kovack Advisors, Inc. | 24,875 | $446.0K | 0.04% | −7,306−22.7% | Reduced |
| United Advisor Group, LLC | 23,919 | $428.9K | 0.08% | +8,814+58.4% | Added |
| Fisher Asset Management, LLC | 22,261 | $399.1K | 0.00% | 00.0% | Unchanged |
| Aptus Capital Advisors, LLC | 21,291 | $391.3K | 0.00% | +21,291 | New |
| Clarus Group, Inc. | 21,291 | $381.7K | 0.14% | −8,173−27.7% | Reduced |
| Independent Financial Group, LLC | 20,615 | $369.6K | 0.01% | 00.0% | Unchanged |
| Caxton Associates LP | 20,213 | $362.4K | 0.01% | +20,213 | New |
| Financial Alternatives, Inc | 19,991 | $358.4K | 0.25% | 00.0% | Unchanged |
| Northern Trust Corp | 19,718 | $353.5K | 0.00% | −1,321−6.3% | Reduced |
| Qube Research & Technologies Ltd | 18,887 | $338.6K | 0.00% | −12,373−39.6% | Reduced |
| Round Rock Advisors, LLC | 18,570 | $333.0K | 0.07% | +18,570 | New |
| XTX Topco Ltd | 18,541 | $332.4K | 0.03% | +18,541 | New |
| International Assets Investment Management, LLC | 18,125 | $328.1K | 0.03% | −289,456−94.1% | Reduced |
| Steward Partners Investment Advisory, LLC | 18,064 | $323.9K | 0.00% | +466+2.6% | Added |
| Savant Capital, LLC | 17,860 | $320.2K | 0.00% | −16,938−48.7% | Reduced |
| Eagle Global Advisors LLC | 17,065 | $306.0K | 0.01% | 00.0% | Unchanged |
| Cambridge Investment Research Advisors, Inc. | 15,453 | $277.0K | 0.00% | −8,311−35.0% | Reduced |
| Activest Wealth Management | 13,725 | $246.1K | 0.07% | 00.0% | Unchanged |
| Creative Planning | 13,389 | $240.1K | 0.00% | +13,389 | New |
| EMC Capital Management | 13,021 | $233.0K | 0.13% | +4,722+56.9% | Added |
| HB Wealth Management, LLC | 11,790 | $211.4K | 0.00% | 00.0% | Unchanged |
| Lido Advisors, LLC | 11,416 | $209.7K | 0.00% | +1,247+12.3% | Added |
| Great Valley Advisor Group, Inc. | 11,665 | $209.2K | 0.00% | −1,500−11.4% | Reduced |
| Edge Capital Group, LLC | 64,518 | $202.9K | 0.01% | +53,204+470.2% | Added |
| Marcum Wealth, LLC | 11,314 | $202.9K | 0.02% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 8,797 | $160.6K | 0.01% | 00.0% | Unchanged |
| CWM, LLC | 6,500 | $117.0K | 0.00% | +6,500 | New |
| Tower Research Capital LLC (TRC) | 4,332 | $77.7K | 0.00% | −195−4.3% | Reduced |
| Harbor Investment Advisory, LLC | 4,210 | $75.5K | 0.01% | 00.0% | Unchanged |
| Citigroup Inc | 2,851 | $51.1K | 0.00% | +660+30.1% | Added |
| Canton Hathaway, LLC | 2,640 | $47.0K | 0.01% | +2,640 | New |
| Allworth Financial LP | 2,528 | $46.3K | 0.00% | 00.0% | Unchanged |
| Aquatic Capital Management LLC | 2,567 | $46.0K | 0.00% | +2,167+541.8% | Added |
| BI Asset Management Fondsmaeglerselskab A/S | 2,339 | $42.0K | 0.00% | −43,225−94.9% | Reduced |
| Heritage Wealth Advisors | 2,100 | $37.7K | 0.00% | 00.0% | Unchanged |
| AllSquare Wealth Management LLC | 1,700 | $30.5K | 0.02% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 1,530 | $27.4K | 0.00% | −602−28.2% | Reduced |
| Truvestments Capital LLC | 1,291 | $23.1K | 0.01% | +304+30.8% | Added |
| Darwin Advisors, LLC | 1,200 | $21.5K | 0.01% | +1,200 | New |