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 |
|---|---|---|---|---|---|
| Acadian Asset Management LLC | 11 | $0 | 0.00% | 00.0% | Unchanged |
| Caitong International Asset Management Co., Ltd | 42 | $680 | 0.00% | +42 | New |
| YANKCOM Partnership | 64 | $1.04K | 0.00% | 00.0% | Unchanged |
| Toth Financial Advisory Corp | 90 | $1.46K | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 161 | $2.60K | 0.00% | −925−85.2% | Reduced |
| National Bank of Canada | 335 | $5.41K | 0.00% | −698−67.6% | Reduced |
| Chelsea Counsel Co | 340 | $5.66K | 0.00% | 00.0% | Unchanged |
| NBC Securities, Inc. | 400 | $6.00K | 0.00% | +400 | New |
| Simplex Trading, LLC | 421 | $6.00K | 0.00% | +421 | New |
| Tower Research Capital LLC (TRC) | 388 | $6.28K | 0.00% | −3,944−91.0% | Reduced |
| WealthCollab, LLC | 482 | $7.80K | 0.00% | 00.0% | Unchanged |
| Truvestments Capital LLC | 487 | $7.88K | 0.00% | −804−62.3% | Reduced |
| Avion Wealth | 500 | $8.00K | 0.00% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 498 | $8.06K | 0.00% | +498 | New |
| Assetmark, Inc | 502 | $8.12K | 0.00% | +502 | New |
| SRS Capital Advisors, Inc. | 716 | $11.6K | 0.00% | +716 | New |
| Trust Co of Vermont | 1,080 | $17.5K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 1,191 | $19.3K | 0.00% | 00.0% | Unchanged |
| Darwin Advisors, LLC | 1,200 | $21.5K | 0.01% | 00.0% | Unchanged |
| AllSquare Wealth Management LLC | 1,400 | $22.7K | 0.01% | −300−17.6% | Reduced |
| Northwestern Mutual Wealth Management Co | 1,530 | $24.8K | 0.00% | 00.0% | Unchanged |
| Quarry LP | 2,007 | $32.5K | 0.01% | +2,007 | New |
| Heritage Wealth Advisors | 2,100 | $34.0K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 2,528 | $36.9K | 0.00% | 00.0% | Unchanged |
| BI Asset Management Fondsmaeglerselskab A/S | 2,339 | $38.0K | 0.00% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 4,210 | $68.1K | 0.01% | 00.0% | Unchanged |
| CWM, LLC | 6,802 | $110.0K | 0.00% | +302+4.6% | Added |
| Citigroup Inc | 7,307 | $118.2K | 0.00% | +4,456+156.3% | Added |
| Canton Hathaway, LLC | 9,795 | $158.0K | 0.03% | +7,155+271.0% | Added |
| Sunbelt Securities, Inc. | 10,297 | $166.6K | 0.01% | +1,500+17.1% | Added |
| U.S. Capital Wealth Advisors, LLC | 10,310 | $166.8K | 0.01% | −25,890−71.5% | Reduced |
| Cerity Partners LLC | 10,505 | $170.0K | 0.00% | +10,505 | New |
| Marcum Wealth, LLC | 11,314 | $183.1K | 0.02% | 00.0% | Unchanged |
| SCS Capital Management LLC | 11,314 | $188.2K | 0.00% | +11,314 | New |
| Great Valley Advisor Group, Inc. | 11,665 | $188.7K | 0.00% | 00.0% | Unchanged |
| HB Wealth Management, LLC | 11,790 | $190.8K | 0.00% | 00.0% | Unchanged |
| Quadrature Capital Ltd | 12,777 | $206.6K | 0.00% | +12,777 | New |
| EMC Capital Management | 13,021 | $211.0K | 0.13% | 00.0% | Unchanged |
| Activest Wealth Management | 13,725 | $222.1K | 0.06% | 00.0% | Unchanged |
| Cambridge Investment Research Advisors, Inc. | 15,349 | $248.0K | 0.00% | −104−0.7% | Reduced |
| Financial Alternatives, Inc | 17,591 | $284.6K | 0.20% | −2,400−12.0% | Reduced |
| MGB Wealth Management, LLC | 17,199 | $290.6K | 0.11% | +17,199 | New |
| International Assets Investment Management, LLC | 18,125 | $293.3K | 0.03% | 00.0% | Unchanged |
| Savant Capital, LLC | 18,298 | $296.1K | 0.00% | +438+2.5% | Added |
| Steward Partners Investment Advisory, LLC | 18,751 | $303.4K | 0.00% | +687+3.8% | Added |
| Virtu Financial LLC | 18,967 | $307.0K | 0.02% | +18,967 | New |
| Connor, Clark & Lunn Investment Management Ltd. | 20,413 | $330.3K | 0.00% | −19,563−48.9% | Reduced |
| Independent Financial Group, LLC | 20,615 | $333.6K | 0.01% | 00.0% | Unchanged |
| XTX Topco Ltd | 21,019 | $340.1K | 0.02% | +2,478+13.4% | Added |
| Clarus Group, Inc. | 21,291 | $344.5K | 0.13% | 00.0% | Unchanged |
| Fisher Asset Management, LLC | 22,262 | $360.2K | 0.00% | +10.0% | Added |
| Apollon Wealth Management, LLC | 23,883 | $386.4K | 0.01% | −6,503−21.4% | Reduced |
| Trexquant Investment LP | 23,909 | $386.8K | 0.00% | −45,941−65.8% | Reduced |
| United Advisor Group, LLC | 23,919 | $387.0K | 0.08% | 00.0% | Unchanged |
| Mackenzie Financial Corp | 25,090 | $406.0K | 0.00% | +25,090 | New |
| Aquatic Capital Management LLC | 25,708 | $416.0K | 0.01% | +23,141+901.5% | Added |
| AdvisorNet Financial, Inc | 26,062 | $421.7K | 0.03% | +26,030+81,343.8% | Added |
| Caxton Associates LLP | 29,445 | $476.4K | 0.02% | +29,445 | New |
| Keebeck Wealth Management, LLC | 31,000 | $501.6K | 0.07% | 00.0% | Unchanged |
| Commonwealth Equity Services, LLC | 31,107 | $503.0K | 0.00% | +2,495+8.7% | Added |
| Qube Research & Technologies Ltd | 32,049 | $518.6K | 0.00% | +13,162+69.7% | Added |
| Glenmede Trust Co NA | 32,175 | $520.6K | 0.00% | −2,654−7.6% | Reduced |
| Arkadios Wealth Advisors | 32,410 | $524.4K | 0.02% | 00.0% | Unchanged |
| JPMorgan Chase & Co | 32,526 | $526.3K | 0.00% | +2,897+9.8% | Added |
| Wells Fargo & Company | 34,289 | $554.8K | 0.00% | +2,511+7.9% | Added |
| Janney Montgomery Scott LLC | 36,085 | $584.0K | 0.00% | −6,405−15.1% | Reduced |
| Ieq Capital, LLC | 36,151 | $584.9K | 0.00% | +36,151 | New |
| Verdence Capital Advisors LLC | 40,965 | $662.8K | 0.05% | +8,663+26.8% | Added |
| FineMark National Bank & Trust | 41,624 | $673.5K | 0.02% | 00.0% | Unchanged |
| Triumph Capital Management | 41,631 | $673.6K | 0.22% | +2,038+5.1% | Added |
| Northeast Financial Consultants Inc | 42,770 | $692.0K | 0.03% | 00.0% | Unchanged |
| Great West Life Assurance Co | 43,892 | $711.0K | 0.00% | +6,623+17.8% | Added |
| Stifel Financial Corp | 45,568 | $737.3K | 0.00% | +4,659+11.4% | Added |
| Round Rock Advisors, LLC | 45,800 | $741.0K | 0.14% | +27,230+146.6% | Added |
| Tudor Investment Corp Et Al | 46,030 | $744.8K | 0.01% | +46,030 | New |
| Rockefeller Capital Management L.P. | 47,971 | $776.2K | 0.00% | −170.0% | Reduced |
| Bright Futures Wealth Management, LLC. | 57,064 | $804.6K | 0.88% | −4,244−6.9% | Reduced |
| US Bancorp | 50,000 | $809.0K | 0.00% | 00.0% | Unchanged |
| Virtus Investment Advisers, Inc. | 51,990 | $841.2K | 0.23% | +51,990 | New |
| Redhawk Wealth Advisors, Inc. | 53,784 | $870.2K | 0.12% | +14,381+36.5% | Added |
| ExodusPoint Capital Management, LP | 57,078 | $924.0K | 0.01% | +57,078 | New |
| Cetera Investment Advisers | 58,195 | $941.6K | 0.00% | +12,843+28.3% | Added |
| Advisor Group Holdings, Inc. | 61,139 | $989.4K | 0.00% | −11,574−15.9% | Reduced |
| Envestnet Asset Management Inc | 61,709 | $998.5K | 0.00% | +10,196+19.8% | Added |
| BluePointe Capital Management, LLC | 61,517 | $1.02M | 0.39% | +2,853+4.9% | Added |
| Macquarie Group Ltd | 64,600 | $1.04M | 0.00% | 00.0% | Unchanged |
| Truist Financial Corp | 64,957 | $1.05M | 0.00% | −20.0% | Reduced |
| Greenland Capital Management LP | 70,000 | $1.13M | 0.19% | +37,500+115.4% | Added |
| HighTower Advisors, LLC | 70,404 | $1.14M | 0.00% | −4,661−6.2% | Reduced |
| Park Circle Co | 71,225 | $1.15M | 1.03% | 00.0% | Unchanged |
| Pathstone Holdings, LLC | 74,437 | $1.20M | 0.01% | +1,337+1.8% | Added |
| LPL Financial LLC | 82,458 | $1.33M | 0.00% | +20,549+33.2% | Added |
| Comerica Bank | 88,367 | $1.43M | 0.01% | −78−0.1% | Reduced |
| Hennion & Walsh Asset Management, Inc. | 116,635 | $1.89M | 0.08% | −368−0.3% | Reduced |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 130,500 | $2.11M | 0.00% | 00.0% | Unchanged |
| Denali Advisors LLC | 136,036 | $2.20M | 0.25% | −4,411−3.1% | Reduced |
| Ethos Financial Group, LLC | 171,871 | $2.78M | 0.27% | +171,871 | New |
| Citadel Advisors LLC | 175,568 | $2.84M | 0.00% | +175,568 | New |
| Novare Capital Management LLC | 175,955 | $2.85M | 0.25% | −2,750−1.5% | Reduced |
| Sumitomo Mitsui Trust Holdings, Inc. | 183,401 | $2.97M | 0.00% | −13,982−7.1% | Reduced |