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 |
|---|---|---|---|---|---|
| Acadian Asset Management LLC | 11 | $0 | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 32 | $567 | 0.00% | +1+3.2% | Added |
| Parvin Asset Management, LLC | 50 | $897 | 0.00% | +50 | New |
| YANKCOM Partnership | 64 | $1.15K | 0.00% | +64 | New |
| Toth Financial Advisory Corp | 90 | $1.61K | 0.00% | 00.0% | Unchanged |
| Birchbrook, Inc. | 94 | $1.69K | 0.00% | +2+2.2% | Added |
| Group One Trading, L.P. | 294 | $5.27K | 0.00% | +180+157.9% | Added |
| Chelsea Counsel Co | 340 | $6.25K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 500 | $8.00K | 0.00% | 00.0% | Unchanged |
| WealthCollab, LLC | 482 | $8.64K | 0.01% | 00.0% | Unchanged |
| Raleigh Capital Management Inc. | 600 | $10.8K | 0.00% | 00.0% | Unchanged |
| National Bank of Canada | 1,033 | $18.5K | 0.00% | +1,033 | New |
| Trust Co of Vermont | 1,080 | $19.4K | 0.00% | +1,080 | New |
| GWM Advisors LLC | 1,086 | $19.5K | 0.00% | +925+574.5% | Added |
| Sound Income Strategies, LLC | 1,191 | $21.4K | 0.00% | 00.0% | Unchanged |
| Darwin Advisors, LLC | 1,200 | $21.5K | 0.01% | +1,200 | New |
| Truvestments Capital LLC | 1,291 | $23.1K | 0.01% | +304+30.8% | Added |
| Northwestern Mutual Wealth Management Co | 1,530 | $27.4K | 0.00% | −602−28.2% | Reduced |
| AllSquare Wealth Management LLC | 1,700 | $30.5K | 0.02% | 00.0% | Unchanged |
| Heritage Wealth Advisors | 2,100 | $37.7K | 0.00% | 00.0% | Unchanged |
| BI Asset Management Fondsmaeglerselskab A/S | 2,339 | $42.0K | 0.00% | −43,225−94.9% | Reduced |
| Aquatic Capital Management LLC | 2,567 | $46.0K | 0.00% | +2,167+541.8% | Added |
| Allworth Financial LP | 2,528 | $46.3K | 0.00% | 00.0% | Unchanged |
| Canton Hathaway, LLC | 2,640 | $47.0K | 0.01% | +2,640 | New |
| Citigroup Inc | 2,851 | $51.1K | 0.00% | +660+30.1% | Added |
| Harbor Investment Advisory, LLC | 4,210 | $75.5K | 0.01% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 4,332 | $77.7K | 0.00% | −195−4.3% | Reduced |
| CWM, LLC | 6,500 | $117.0K | 0.00% | +6,500 | New |
| Sunbelt Securities, Inc. | 8,797 | $160.6K | 0.01% | 00.0% | Unchanged |
| 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 |
| Great Valley Advisor Group, Inc. | 11,665 | $209.2K | 0.00% | −1,500−11.4% | Reduced |
| Lido Advisors, LLC | 11,416 | $209.7K | 0.00% | +1,247+12.3% | Added |
| HB Wealth Management, LLC | 11,790 | $211.4K | 0.00% | 00.0% | Unchanged |
| EMC Capital Management | 13,021 | $233.0K | 0.13% | +4,722+56.9% | Added |
| Creative Planning | 13,389 | $240.1K | 0.00% | +13,389 | New |
| Activest Wealth Management | 13,725 | $246.1K | 0.07% | 00.0% | Unchanged |
| Cambridge Investment Research Advisors, Inc. | 15,453 | $277.0K | 0.00% | −8,311−35.0% | Reduced |
| Eagle Global Advisors LLC | 17,065 | $306.0K | 0.01% | 00.0% | Unchanged |
| Savant Capital, LLC | 17,860 | $320.2K | 0.00% | −16,938−48.7% | Reduced |
| Steward Partners Investment Advisory, LLC | 18,064 | $323.9K | 0.00% | +466+2.6% | Added |
| International Assets Investment Management, LLC | 18,125 | $328.1K | 0.03% | −289,456−94.1% | Reduced |
| XTX Topco Ltd | 18,541 | $332.4K | 0.03% | +18,541 | New |
| Round Rock Advisors, LLC | 18,570 | $333.0K | 0.07% | +18,570 | New |
| Qube Research & Technologies Ltd | 18,887 | $338.6K | 0.00% | −12,373−39.6% | Reduced |
| Northern Trust Corp | 19,718 | $353.5K | 0.00% | −1,321−6.3% | Reduced |
| Financial Alternatives, Inc | 19,991 | $358.4K | 0.25% | 00.0% | Unchanged |
| Caxton Associates LP | 20,213 | $362.4K | 0.01% | +20,213 | New |
| Independent Financial Group, LLC | 20,615 | $369.6K | 0.01% | 00.0% | Unchanged |
| Clarus Group, Inc. | 21,291 | $381.7K | 0.14% | −8,173−27.7% | Reduced |
| Aptus Capital Advisors, LLC | 21,291 | $391.3K | 0.00% | +21,291 | New |
| Fisher Asset Management, LLC | 22,261 | $399.1K | 0.00% | 00.0% | Unchanged |
| United Advisor Group, LLC | 23,919 | $428.9K | 0.08% | +8,814+58.4% | Added |
| Kovack Advisors, Inc. | 24,875 | $446.0K | 0.04% | −7,306−22.7% | Reduced |
| Commonwealth Equity Services, LLC | 28,612 | $513.0K | 0.00% | −8,340−22.6% | Reduced |
| JPMorgan Chase & Co | 29,629 | $531.2K | 0.00% | +8,129+37.8% | Added |
| Grimes & Company, Inc. | 30,104 | $539.8K | 0.02% | +6,690+28.6% | Added |
| Apollon Wealth Management, LLC | 30,386 | $544.8K | 0.01% | +10,538+53.1% | Added |
| Wells Fargo & Company | 31,778 | $569.8K | 0.00% | +2,893+10.0% | Added |
| Keebeck Wealth Management, LLC | 31,000 | $569.8K | 0.08% | 00.0% | Unchanged |
| Verdence Capital Advisors LLC | 32,302 | $579.2K | 0.05% | +3,150+10.8% | Added |
| Arkadios Wealth Advisors | 32,410 | $581.1K | 0.03% | −3,700−10.2% | Reduced |
| Greenland Capital Management LP | 32,500 | $582.7K | 0.12% | −2,500−7.1% | Reduced |
| Glenmede Trust Co NA | 34,829 | $624.5K | 0.00% | 00.0% | Unchanged |
| U.S. Capital Wealth Advisors, LLC | 36,200 | $649.1K | 0.02% | −10,531−22.5% | Reduced |
| Great West Life Assurance Co | 37,269 | $668.0K | 0.00% | −2,340−5.9% | Reduced |
| Redhawk Wealth Advisors, Inc. | 39,403 | $706.5K | 0.10% | +2,139+5.7% | Added |
| Triumph Capital Management | 39,593 | $709.9K | 0.24% | +3,705+10.3% | Added |
| Connor, Clark & Lunn Investment Management Ltd. | 39,976 | $716.8K | 0.00% | +39,976 | New |
| Stifel Financial Corp | 40,909 | $733.5K | 0.00% | +10,635+35.1% | Added |
| FineMark National Bank & Trust | 41,624 | $746.3K | 0.03% | 00.0% | Unchanged |
| Janney Montgomery Scott LLC | 42,490 | $762.0K | 0.00% | −2,353−5.2% | Reduced |
| Northeast Financial Consultants Inc | 42,770 | $766.9K | 0.03% | 00.0% | Unchanged |
| Cetera Investment Advisers | 45,352 | $813.2K | 0.00% | −3,240−6.7% | Reduced |
| Virtus ETF Advisers LLC | 47,761 | $856.4K | 0.35% | +8,828+22.7% | Added |
| Rockefeller Capital Management L.P. | 47,988 | $860.4K | 0.00% | +16,930+54.5% | Added |
| GFS Advisors, LLC | 49,700 | $891.0K | 0.14% | +49,700 | New |
| US Bancorp | 50,000 | $896.5K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 50,093 | $898.2K | 0.03% | +1,679+3.5% | Added |
| Envestnet Asset Management Inc | 51,513 | $923.6K | 0.00% | +80.0% | Added |
| BluePointe Capital Management, LLC | 58,664 | $1.08M | 0.62% | +391+0.7% | Added |
| LPL Financial LLC | 61,909 | $1.11M | 0.00% | −616−1.0% | Reduced |
| Bright Futures Wealth Management, LLC. | 61,308 | $1.12M | 1.00% | −758−1.2% | Reduced |
| Macquarie Group Ltd | 64,600 | $1.16M | 0.00% | 00.0% | Unchanged |
| Truist Financial Corp | 64,959 | $1.16M | 0.00% | 00.0% | Unchanged |
| Trexquant Investment LP | 69,850 | $1.25M | 0.01% | +14,120+25.3% | Added |
| Park Circle Co | 71,225 | $1.28M | 1.16% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 72,713 | $1.30M | 0.00% | −2,224−3.0% | Reduced |
| Pathstone Holdings, LLC | 73,100 | $1.31M | 0.01% | +1,291+1.8% | Added |
| HighTower Advisors, LLC | 75,065 | $1.35M | 0.00% | +1,373+1.9% | Added |
| Comerica Bank | 88,445 | $1.59M | 0.01% | +79,227+859.5% | Added |
| Hennion & Walsh Asset Management, Inc. | 117,003 | $2.10M | 0.09% | −3,908−3.2% | Reduced |
| Herbst Group, LLC | 127,180 | $2.28M | 1.42% | +5,120+4.2% | Added |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 130,500 | $2.34M | 0.00% | +130,500 | New |
| Denali Advisors LLC | 140,447 | $2.52M | 0.26% | −10,484−6.9% | Reduced |
| Novare Capital Management LLC | 178,705 | $3.20M | 0.27% | +900+0.5% | Added |
| Ameriprise Financial Inc | 178,830 | $3.21M | 0.00% | +15,143+9.3% | Added |
| Raymond James Financial Inc | 179,764 | $3.22M | 0.00% | +179,764 | New |
| Sumitomo Mitsui Trust Holdings, Inc. | 197,383 | $3.54M | 0.00% | −14,283−6.7% | Reduced |
| Gries Financial LLC | 197,990 | $3.55M | 0.63% | 00.0% | Unchanged |