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, Q1 2025
Institutional positions in Carlyle Secured Lending, Inc. as of Mar 31, 2025. 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
- 119
- +7 vs. Q4 2024
- Shares held
- 18.4M
- +5.26M (+39.9%) vs. Q4 2024
- Total value
- $298.4M
- +$61.9M (+26.2%) vs. Q4 2024
- New holders
- 20
- 36 more added
- Sold out
- 13
- 32 more reduced
3 institutions that held it in Q4 2024 haven't filed for Q1 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2025
Shares, value and share of portfolio for each institution holding Carlyle Secured Lending, Inc.; share changes are against Q4 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Creative Planning | 4,872,273 | $78.8M | 0.07% | +4,858,884+36,290.1% | Added |
| Morgan Stanley | 2,349,247 | $38.0M | 0.00% | +71,981+3.2% | Added |
| LSV Asset Management | 1,256,089 | $20.3M | 0.05% | −5,600−0.4% | Reduced |
| Van Eck Associates Corp | 1,203,863 | $19.5M | 0.03% | −93,443−7.2% | Reduced |
| Bank of America Corp | 1,061,779 | $17.2M | 0.00% | −130,827−11.0% | Reduced |
| Invesco Ltd. | 657,900 | $10.6M | 0.00% | −1,664−0.3% | Reduced |
| Two Sigma Advisers, LP | 516,800 | $8.36M | 0.02% | +67,700+15.1% | Added |
| UBS Group AG | 411,585 | $6.66M | 0.00% | +28,251+7.4% | Added |
| Two Sigma Investments, LP | 345,805 | $5.60M | 0.01% | +57,739+20.0% | Added |
| Legal & General Group Plc | 332,189 | $5.37M | 0.00% | −4,427−1.3% | Reduced |
| Royal Bank of Canada | 275,612 | $4.46M | 0.00% | +5,054+1.9% | Added |
| Condor Capital Management | 275,409 | $4.46M | 0.42% | +8,573+3.2% | Added |
| Advisors Asset Management, Inc. | 248,348 | $4.02M | 0.08% | +8,378+3.5% | Added |
| Hager Investment Management Services, LLC | 226,166 | $3.66M | 2.56% | −2,101−0.9% | Reduced |
| BlackRock, Inc. | 197,325 | $3.19M | 0.00% | −5,875−2.9% | Reduced |
| Gries Financial LLC | 197,240 | $3.19M | 0.62% | −750−0.4% | Reduced |
| Muzinich & Co., Inc. | 194,717 | $3.15M | 1.93% | −7,755−3.8% | Reduced |
| Ameriprise Financial Inc | 186,304 | $3.01M | 0.00% | +7,474+4.2% | Added |
| Raymond James Financial Inc | 184,149 | $2.98M | 0.00% | +4,385+2.4% | Added |
| Sumitomo Mitsui Trust Holdings, Inc. | 183,401 | $2.97M | 0.00% | −13,982−7.1% | Reduced |
| Novare Capital Management LLC | 175,955 | $2.85M | 0.25% | −2,750−1.5% | Reduced |
| Citadel Advisors LLC | 175,568 | $2.84M | 0.00% | +175,568 | New |
| Ethos Financial Group, LLC | 171,871 | $2.78M | 0.27% | +171,871 | New |
| Denali Advisors LLC | 136,036 | $2.20M | 0.25% | −4,411−3.1% | Reduced |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 130,500 | $2.11M | 0.00% | 00.0% | Unchanged |
| Hennion & Walsh Asset Management, Inc. | 116,635 | $1.89M | 0.08% | −368−0.3% | Reduced |
| Comerica Bank | 88,367 | $1.43M | 0.01% | −78−0.1% | Reduced |
| LPL Financial LLC | 82,458 | $1.33M | 0.00% | +20,549+33.2% | Added |
| Pathstone Holdings, LLC | 74,437 | $1.20M | 0.01% | +1,337+1.8% | Added |
| Park Circle Co | 71,225 | $1.15M | 1.03% | 00.0% | Unchanged |
| HighTower Advisors, LLC | 70,404 | $1.14M | 0.00% | −4,661−6.2% | Reduced |
| Greenland Capital Management LP | 70,000 | $1.13M | 0.19% | +37,500+115.4% | Added |
| Truist Financial Corp | 64,957 | $1.05M | 0.00% | −20.0% | Reduced |
| Macquarie Group Ltd | 64,600 | $1.04M | 0.00% | 00.0% | Unchanged |
| BluePointe Capital Management, LLC | 61,517 | $1.02M | 0.39% | +2,853+4.9% | Added |
| Envestnet Asset Management Inc | 61,709 | $998.5K | 0.00% | +10,196+19.8% | Added |
| Advisor Group Holdings, Inc. | 61,139 | $989.4K | 0.00% | −11,574−15.9% | Reduced |
| Cetera Investment Advisers | 58,195 | $941.6K | 0.00% | +12,843+28.3% | Added |
| ExodusPoint Capital Management, LP | 57,078 | $924.0K | 0.01% | +57,078 | New |
| Redhawk Wealth Advisors, Inc. | 53,784 | $870.2K | 0.12% | +14,381+36.5% | Added |
| Virtus Investment Advisers, Inc. | 51,990 | $841.2K | 0.23% | +51,990 | New |
| US Bancorp | 50,000 | $809.0K | 0.00% | 00.0% | Unchanged |
| Bright Futures Wealth Management, LLC. | 57,064 | $804.6K | 0.88% | −4,244−6.9% | Reduced |
| Rockefeller Capital Management L.P. | 47,971 | $776.2K | 0.00% | −170.0% | Reduced |
| Tudor Investment Corp Et Al | 46,030 | $744.8K | 0.01% | +46,030 | New |
| Round Rock Advisors, LLC | 45,800 | $741.0K | 0.14% | +27,230+146.6% | Added |
| Stifel Financial Corp | 45,568 | $737.3K | 0.00% | +4,659+11.4% | Added |
| Great West Life Assurance Co | 43,892 | $711.0K | 0.00% | +6,623+17.8% | Added |
| Northeast Financial Consultants Inc | 42,770 | $692.0K | 0.03% | 00.0% | Unchanged |
| Triumph Capital Management | 41,631 | $673.6K | 0.22% | +2,038+5.1% | Added |
| FineMark National Bank & Trust | 41,624 | $673.5K | 0.02% | 00.0% | Unchanged |
| Verdence Capital Advisors LLC | 40,965 | $662.8K | 0.05% | +8,663+26.8% | Added |
| Ieq Capital, LLC | 36,151 | $584.9K | 0.00% | +36,151 | New |
| Janney Montgomery Scott LLC | 36,085 | $584.0K | 0.00% | −6,405−15.1% | Reduced |
| Wells Fargo & Company | 34,289 | $554.8K | 0.00% | +2,511+7.9% | Added |
| JPMorgan Chase & Co | 32,526 | $526.3K | 0.00% | +2,897+9.8% | Added |
| Arkadios Wealth Advisors | 32,410 | $524.4K | 0.02% | 00.0% | Unchanged |
| Glenmede Trust Co NA | 32,175 | $520.6K | 0.00% | −2,654−7.6% | Reduced |
| Qube Research & Technologies Ltd | 32,049 | $518.6K | 0.00% | +13,162+69.7% | Added |
| Commonwealth Equity Services, LLC | 31,107 | $503.0K | 0.00% | +2,495+8.7% | Added |
| Keebeck Wealth Management, LLC | 31,000 | $501.6K | 0.07% | 00.0% | Unchanged |
| Caxton Associates LLP | 29,445 | $476.4K | 0.02% | +29,445 | New |
| AdvisorNet Financial, Inc | 26,062 | $421.7K | 0.03% | +26,030+81,343.8% | Added |
| Aquatic Capital Management LLC | 25,708 | $416.0K | 0.01% | +23,141+901.5% | Added |
| Mackenzie Financial Corp | 25,090 | $406.0K | 0.00% | +25,090 | New |
| United Advisor Group, LLC | 23,919 | $387.0K | 0.08% | 00.0% | Unchanged |
| Trexquant Investment LP | 23,909 | $386.8K | 0.00% | −45,941−65.8% | Reduced |
| Apollon Wealth Management, LLC | 23,883 | $386.4K | 0.01% | −6,503−21.4% | Reduced |
| Fisher Asset Management, LLC | 22,262 | $360.2K | 0.00% | +10.0% | Added |
| Clarus Group, Inc. | 21,291 | $344.5K | 0.13% | 00.0% | Unchanged |
| XTX Topco Ltd | 21,019 | $340.1K | 0.02% | +2,478+13.4% | Added |
| Independent Financial Group, LLC | 20,615 | $333.6K | 0.01% | 00.0% | Unchanged |
| Connor, Clark & Lunn Investment Management Ltd. | 20,413 | $330.3K | 0.00% | −19,563−48.9% | Reduced |
| Virtu Financial LLC | 18,967 | $307.0K | 0.02% | +18,967 | New |
| Steward Partners Investment Advisory, LLC | 18,751 | $303.4K | 0.00% | +687+3.8% | Added |
| Savant Capital, LLC | 18,298 | $296.1K | 0.00% | +438+2.5% | Added |
| International Assets Investment Management, LLC | 18,125 | $293.3K | 0.03% | 00.0% | Unchanged |
| MGB Wealth Management, LLC | 17,199 | $290.6K | 0.11% | +17,199 | New |
| Financial Alternatives, Inc | 17,591 | $284.6K | 0.20% | −2,400−12.0% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 15,349 | $248.0K | 0.00% | −104−0.7% | Reduced |
| Activest Wealth Management | 13,725 | $222.1K | 0.06% | 00.0% | Unchanged |
| EMC Capital Management | 13,021 | $211.0K | 0.13% | 00.0% | Unchanged |
| Quadrature Capital Ltd | 12,777 | $206.6K | 0.00% | +12,777 | New |
| HB Wealth Management, LLC | 11,790 | $190.8K | 0.00% | 00.0% | Unchanged |
| Great Valley Advisor Group, Inc. | 11,665 | $188.7K | 0.00% | 00.0% | Unchanged |
| SCS Capital Management LLC | 11,314 | $188.2K | 0.00% | +11,314 | New |
| Marcum Wealth, LLC | 11,314 | $183.1K | 0.02% | 00.0% | Unchanged |
| Cerity Partners LLC | 10,505 | $170.0K | 0.00% | +10,505 | New |
| U.S. Capital Wealth Advisors, LLC | 10,310 | $166.8K | 0.01% | −25,890−71.5% | Reduced |
| Sunbelt Securities, Inc. | 10,297 | $166.6K | 0.01% | +1,500+17.1% | Added |
| Canton Hathaway, LLC | 9,795 | $158.0K | 0.03% | +7,155+271.0% | Added |
| Citigroup Inc | 7,307 | $118.2K | 0.00% | +4,456+156.3% | Added |
| CWM, LLC | 6,802 | $110.0K | 0.00% | +302+4.6% | Added |
| Harbor Investment Advisory, LLC | 4,210 | $68.1K | 0.01% | 00.0% | Unchanged |
| BI Asset Management Fondsmaeglerselskab A/S | 2,339 | $38.0K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 2,528 | $36.9K | 0.00% | 00.0% | Unchanged |
| Heritage Wealth Advisors | 2,100 | $34.0K | 0.00% | 00.0% | Unchanged |
| Quarry LP | 2,007 | $32.5K | 0.01% | +2,007 | New |
| Northwestern Mutual Wealth Management Co | 1,530 | $24.8K | 0.00% | 00.0% | Unchanged |
| AllSquare Wealth Management LLC | 1,400 | $22.7K | 0.01% | −300−17.6% | Reduced |