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 |
|---|---|---|---|---|---|
| Muzinich & Co., Inc. | 202,472 | $3.63M | 2.56% | −14,283−6.6% | Reduced |
| BlackRock, Inc. | 203,200 | $3.64M | 0.00% | +39,797+24.4% | Added |
| Hager Investment Management Services, LLC | 228,267 | $4.09M | 2.56% | +228,267 | New |
| Advisors Asset Management, Inc. | 239,970 | $4.30M | 0.08% | −26,012−9.8% | Reduced |
| Condor Capital Management | 266,836 | $4.78M | 0.42% | +20,344+8.3% | Added |
| Royal Bank of Canada | 270,558 | $4.85M | 0.00% | +4,931+1.9% | Added |
| Two Sigma Investments, LP | 288,066 | $5.17M | 0.01% | −54,088−15.8% | Reduced |
| Legal & General Group Plc | 336,616 | $6.04M | 0.00% | −26,951−7.4% | Reduced |
| UBS Group AG | 383,334 | $6.87M | 0.00% | +241,064+169.4% | Added |
| Two Sigma Advisers, LP | 449,100 | $8.05M | 0.02% | −25,000−5.3% | Reduced |
| Invesco Ltd. | 659,564 | $11.8M | 0.00% | +616,988+1,449.1% | Added |
| Bank of America Corp | 1,192,606 | $21.4M | 0.00% | +44,033+3.8% | Added |
| LSV Asset Management | 1,261,689 | $22.6M | 0.05% | −129,274−9.3% | Reduced |
| Van Eck Associates Corp | 1,297,306 | $23.3M | 0.03% | +45,466+3.6% | Added |
| Morgan Stanley | 2,277,266 | $40.8M | 0.00% | +154,491+7.3% | Added |
| Goldman Sachs Group Inc | 0 | $0 | 0.00% | −78,880−100.0% | Sold out |
| Neuberger Berman Group LLC | 0 | $0 | 0.00% | −66,423−100.0% | Sold out |
| The PNC Financial Services Group, Inc. | 0 | $0 | 0.00% | −63,888−100.0% | Sold out |
| Lazard Asset Management LLC | 0 | $0 | 0.00% | −61,666−100.0% | Sold out |
| Millennium Management LLC | 0 | $0 | 0.00% | −55,936−100.0% | Sold out |
| Alps Advisors Inc | 0 | $0 | 0.00% | −47,410−100.0% | Sold out |
| Franklin Resources Inc | 0 | $0 | 0.00% | −33,889−100.0% | Sold out |
| ExodusPoint Capital Management, LP | 0 | $0 | 0.00% | −30,991−100.0% | Sold out |
| Y-Intercept (Hong Kong) Ltd | 0 | $0 | 0.00% | −29,011−100.0% | Sold out |
| Deerfield Management Company, L.P. (Series C) | 0 | $0 | 0.00% | −23,006−100.0% | Sold out |
| Wealth Enhancement Advisory Services, LLC | 0 | $0 | 0.00% | −19,150−100.0% | Sold out |
| Jump Financial, LLC | 0 | $0 | 0.00% | −18,535−100.0% | Sold out |
| Citadel Advisors LLC | 0 | $0 | 0.00% | −18,102−100.0% | Sold out |
| Good Life Advisors, LLC | 0 | $0 | 0.00% | −14,892−100.0% | Sold out |
| Private Advisor Group, LLC | 0 | $0 | 0.00% | −13,850−100.0% | Sold out |
| Jane Street Group, LLC | 0 | $0 | 0.00% | −13,775−100.0% | Sold out |
| Kimelman & Baird, LLC | 0 | $0 | 0.00% | −1,950−100.0% | Sold out |
| CIBC Private Wealth Group, LLC | 0 | $0 | 0.00% | −1,355−100.0% | Sold out |
| Jaffetilchin Investment Partners, LLC | 0 | $0 | 0.00% | −1,111−100.0% | Sold out |
| IFP Advisors, Inc | 0 | $0 | 0.00% | −500−100.0% | Sold out |
| NBC Securities, Inc. | 0 | $0 | 0.00% | −400−100.0% | Sold out |
| Fifth Third Bancorp | 0 | $0 | 0.00% | −200−100.0% | Sold out |
| Frazier Financial Advisors, LLC | 0 | $0 | 0.00% | −136−100.0% | Sold out |
| Bogart Wealth, LLC | 0 | $0 | 0.00% | −100−100.0% | Sold out |
| Raymond James & Associates | – | – | – | – | Not filed |
| Raymond James Financial Services Advisors, Inc. | – | – | – | – | Not filed |