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 |
|---|---|---|---|---|---|
| Raymond James Financial Inc | 184,149 | $2.98M | 0.00% | +4,385+2.4% | Added |
| Ameriprise Financial Inc | 186,304 | $3.01M | 0.00% | +7,474+4.2% | Added |
| Muzinich & Co., Inc. | 194,717 | $3.15M | 1.93% | −7,755−3.8% | Reduced |
| Gries Financial LLC | 197,240 | $3.19M | 0.62% | −750−0.4% | Reduced |
| BlackRock, Inc. | 197,325 | $3.19M | 0.00% | −5,875−2.9% | Reduced |
| Hager Investment Management Services, LLC | 226,166 | $3.66M | 2.56% | −2,101−0.9% | Reduced |
| Advisors Asset Management, Inc. | 248,348 | $4.02M | 0.08% | +8,378+3.5% | Added |
| Condor Capital Management | 275,409 | $4.46M | 0.42% | +8,573+3.2% | Added |
| Royal Bank of Canada | 275,612 | $4.46M | 0.00% | +5,054+1.9% | Added |
| Legal & General Group Plc | 332,189 | $5.37M | 0.00% | −4,427−1.3% | Reduced |
| Two Sigma Investments, LP | 345,805 | $5.60M | 0.01% | +57,739+20.0% | Added |
| UBS Group AG | 411,585 | $6.66M | 0.00% | +28,251+7.4% | Added |
| Two Sigma Advisers, LP | 516,800 | $8.36M | 0.02% | +67,700+15.1% | Added |
| Invesco Ltd. | 657,900 | $10.6M | 0.00% | −1,664−0.3% | Reduced |
| Bank of America Corp | 1,061,779 | $17.2M | 0.00% | −130,827−11.0% | Reduced |
| Van Eck Associates Corp | 1,203,863 | $19.5M | 0.03% | −93,443−7.2% | Reduced |
| LSV Asset Management | 1,256,089 | $20.3M | 0.05% | −5,600−0.4% | Reduced |
| Morgan Stanley | 2,349,247 | $38.0M | 0.00% | +71,981+3.2% | Added |
| Creative Planning | 4,872,273 | $78.8M | 0.07% | +4,858,884+36,290.1% | Added |
| Herbst Group, LLC | 0 | $0 | 0.00% | −127,180−100.0% | Sold out |
| GFS Advisors, LLC | 0 | $0 | 0.00% | −49,700−100.0% | Sold out |
| Virtus ETF Advisers LLC | 0 | $0 | 0.00% | −47,761−100.0% | Sold out |
| Grimes & Company, Inc. | 0 | $0 | 0.00% | −30,104−100.0% | Sold out |
| Kovack Advisors, Inc. | 0 | $0 | 0.00% | −24,875−100.0% | Sold out |
| Aptus Capital Advisors, LLC | 0 | $0 | 0.00% | −21,291−100.0% | Sold out |
| Northern Trust Corp | 0 | $0 | 0.00% | −19,718−100.0% | Sold out |
| Eagle Global Advisors LLC | 0 | $0 | 0.00% | −17,065−100.0% | Sold out |
| Lido Advisors, LLC | 0 | $0 | 0.00% | −11,416−100.0% | Sold out |
| Raleigh Capital Management Inc. | 0 | $0 | 0.00% | −600−100.0% | Sold out |
| Group One Trading, L.P. | 0 | $0 | 0.00% | −294−100.0% | Sold out |
| Birchbrook, Inc. | 0 | $0 | 0.00% | −94−100.0% | Sold out |
| Parvin Asset Management, LLC | 0 | $0 | 0.00% | −50−100.0% | Sold out |
| Global Retirement Partners, LLC | – | – | – | – | Not filed |
| Caxton Associates LP | – | – | – | – | Not filed |
| Edge Capital Group, LLC | – | – | – | – | Not filed |