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, Q2 2025
Institutional positions in Carlyle Secured Lending, Inc. as of Jun 30, 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
- 150
- +35 vs. Q1 2025
- Shares held
- 25.4M
- +7.08M (+38.7%) vs. Q1 2025
- Total value
- $347.8M
- +$51.9M (+17.5%) vs. Q1 2025
- New holders
- 48
- 47 more added
- Sold out
- 13
- 28 more reduced
4 institutions that held it in Q1 2025 haven't filed for Q2 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2025: 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, Q2 2025
Shares, value and share of portfolio for each institution holding Carlyle Secured Lending, Inc.; share changes are against Q1 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Creative Planning | 4,916,335 | $67.3M | 0.06% | +44,062+0.9% | Added |
| Morgan Stanley | 2,295,522 | $31.4M | 0.00% | −53,725−2.3% | Reduced |
| Prime Capital Investment Advisors, LLC | 2,204,508 | $30.2M | 0.40% | +2,204,508 | New |
| Van Eck Associates Corp | 1,785,996 | $24.4M | 0.03% | +582,133+48.4% | Added |
| RSM US Wealth Management LLC | 1,458,028 | $20.5M | 0.29% | +1,458,028 | New |
| LSV Asset Management | 860,563 | $11.8M | 0.03% | −395,526−31.5% | Reduced |
| Bank of America Corp | 795,522 | $10.9M | 0.00% | −266,257−25.1% | Reduced |
| Invesco Ltd. | 779,586 | $10.7M | 0.00% | +121,686+18.5% | Added |
| UBS Group AG | 567,546 | $7.76M | 0.00% | +155,961+37.9% | Added |
| Cliffwater LLC | 548,617 | $7.51M | 1.54% | +548,617 | New |
| Mariner, LLC | 543,376 | $7.43M | 0.01% | +543,376 | New |
| Legal & General Group Plc | 459,870 | $6.29M | 0.00% | +127,681+38.4% | Added |
| Rivernorth Capital Management, LLC | 357,013 | $4.88M | 0.27% | +357,013 | New |
| Muzinich & Co., Inc. | 352,617 | $4.82M | 2.20% | +157,900+81.1% | Added |
| Two Sigma Advisers, LP | 334,700 | $4.58M | 0.01% | −182,100−35.2% | Reduced |
| Royal Bank of Canada | 266,213 | $3.64M | 0.00% | −9,399−3.4% | Reduced |
| BlackRock, Inc. | 264,185 | $3.61M | 0.00% | +66,860+33.9% | Added |
| Sumitomo Mitsui Trust Holdings, Inc. | 264,138 | $3.61M | 0.00% | +80,737+44.0% | Added |
| Two Sigma Investments, LP | 242,989 | $3.32M | 0.01% | −102,816−29.7% | Reduced |
| Hager Investment Management Services, LLC | 236,263 | $3.23M | 1.93% | +10,097+4.5% | Added |
| Advisors Asset Management, Inc. | 223,857 | $3.06M | 0.05% | −24,491−9.9% | Reduced |
| BI Asset Management Fondsmaeglerselskab A/S | 219,176 | $3.00M | 0.03% | +216,837+9,270.5% | Added |
| Tudor Investment Corp Et Al | 219,146 | $3.00M | 0.02% | +173,116+376.1% | Added |
| Gries Financial LLC | 197,240 | $2.70M | 0.49% | 00.0% | Unchanged |
| Novare Capital Management LLC | 194,680 | $2.66M | 0.22% | +18,725+10.6% | Added |
| Ameriprise Financial Inc | 190,921 | $2.61M | 0.00% | +4,617+2.5% | Added |
| Y-Intercept (Hong Kong) Ltd | 180,466 | $2.47M | 0.06% | +180,466 | New |
| Raymond James Financial Inc | 177,462 | $2.43M | 0.00% | −6,687−3.6% | Reduced |
| Condor Capital Management | 175,506 | $2.40M | 0.21% | −99,903−36.3% | Reduced |
| Ethos Financial Group, LLC | 174,172 | $2.38M | 0.20% | +2,301+1.3% | Added |
| CI Private Wealth, LLC | 167,300 | $2.29M | 0.00% | +167,300 | New |
| Qube Research & Technologies Ltd | 152,607 | $2.09M | 0.00% | +120,558+376.2% | Added |
| Summit Trail Advisors, LLC | 146,027 | $2.06M | 0.04% | +146,027 | New |
| Denali Advisors LLC | 132,433 | $1.81M | 0.19% | −3,603−2.6% | Reduced |
| Doliver Advisors, LP | 122,581 | $1.68M | 0.46% | +122,581 | New |
| Hennion & Walsh Asset Management, Inc. | 116,342 | $1.59M | 0.06% | −293−0.3% | Reduced |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 102,650 | $1.40M | 0.00% | −27,850−21.3% | Reduced |
| Northeast Financial Consultants Inc | 102,219 | $1.40M | 0.06% | +59,449+139.0% | Added |
| Naviter Wealth, LLC | 90,991 | $1.28M | 0.16% | +90,991 | New |
| LPL Financial LLC | 90,409 | $1.24M | 0.00% | +7,951+9.6% | Added |
| Comerica Bank | 88,367 | $1.21M | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 81,453 | $1.11M | 0.03% | +81,453 | New |
| Pathstone Holdings, LLC | 76,065 | $1.04M | 0.00% | +1,628+2.2% | Added |
| Park Circle Co | 71,225 | $974.4K | 0.84% | 00.0% | Unchanged |
| HighTower Advisors, LLC | 70,945 | $970.5K | 0.00% | +541+0.8% | Added |
| Rockefeller Capital Management L.P. | 68,681 | $939.6K | 0.00% | +20,710+43.2% | Added |
| Envestnet Asset Management Inc | 67,308 | $920.8K | 0.00% | +5,599+9.1% | Added |
| Cetera Investment Advisers | 67,124 | $918.3K | 0.00% | +8,929+15.3% | Added |
| Truist Financial Corp | 64,957 | $888.6K | 0.00% | 00.0% | Unchanged |
| Virtus Investment Advisers, Inc. | 63,217 | $864.8K | 0.29% | +11,227+21.6% | Added |
| Advisor Group Holdings, Inc. | 54,125 | $740.6K | 0.00% | −7,014−11.5% | Reduced |
| Lido Advisors, LLC | 52,234 | $735.5K | 0.00% | +52,234 | New |
| Susquehanna International Group, LLP | 50,389 | $689.3K | 0.00% | +50,389 | New |
| US Bancorp | 50,000 | $684.0K | 0.00% | 00.0% | Unchanged |
| Triumph Capital Management | 49,845 | $681.9K | 0.20% | +8,214+19.7% | Added |
| GFS Advisors, LLC | 49,700 | $680.0K | 0.09% | +49,700 | New |
| Round Rock Advisors, LLC | 46,562 | $637.0K | 0.11% | +762+1.7% | Added |
| Great West Life Assurance Co | 45,932 | $629.0K | 0.00% | +2,040+4.6% | Added |
| Ieq Capital, LLC | 45,745 | $625.8K | 0.00% | +9,594+26.5% | Added |
| Cascade Financial Partners, LLC | 43,840 | $599.7K | 0.07% | +43,840 | New |
| 1858 Wealth Management, LLC | 41,343 | $565.6K | 0.42% | +41,343 | New |
| Citadel Advisors LLC | 41,015 | $561.1K | 0.00% | −134,553−76.6% | Reduced |
| Verdence Capital Advisors LLC | 40,413 | $552.8K | 0.04% | −552−1.3% | Reduced |
| FineMark National Bank & Trust | 40,381 | $552.4K | 0.02% | −1,243−3.0% | Reduced |
| MQS Management LLC | 38,917 | $532.4K | 0.29% | +38,917 | New |
| Oxford Asset Management LLP | 37,198 | $508.9K | 0.17% | +37,198 | New |
| Dynamic Technology Lab Private Ltd | 37,061 | $507.0K | 0.07% | +37,061 | New |
| Janney Montgomery Scott LLC | 35,804 | $490.0K | 0.00% | −281−0.8% | Reduced |
| Whipplewood Advisors, LLC | 34,802 | $476.1K | 0.26% | +34,802 | New |
| Magnetar Financial LLC | 34,727 | $475.1K | 0.00% | +34,727 | New |
| Flputnam Investment Management Co | 34,483 | $471.7K | 0.01% | +34,483 | New |
| Aquatic Capital Management LLC | 34,407 | $470.7K | 0.01% | +8,699+33.8% | Added |
| Wells Fargo & Company | 34,053 | $465.8K | 0.00% | −236−0.7% | Reduced |
| Commonwealth Equity Services, LLC | 34,003 | $465.0K | 0.00% | +2,896+9.3% | Added |
| Virtu Financial LLC | 33,023 | $452.0K | 0.02% | +14,056+74.1% | Added |
| Apollon Wealth Management, LLC | 32,590 | $445.8K | 0.01% | +8,707+36.5% | Added |
| Arkadios Wealth Advisors | 32,410 | $443.4K | 0.01% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 32,249 | $441.2K | 0.00% | +13,498+72.0% | Added |
| Glenmede Investment Management, LP | 32,175 | $440.2K | 0.00% | +32,175 | New |
| Keebeck Wealth Management, LLC | 31,000 | $436.5K | 0.06% | 00.0% | Unchanged |
| Stifel Financial Corp | 30,820 | $421.6K | 0.00% | −14,748−32.4% | Reduced |
| Caxton Associates LLP | 29,445 | $402.8K | 0.01% | 00.0% | Unchanged |
| United Advisor Group, LLC | 26,115 | $357.3K | 0.06% | +2,196+9.2% | Added |
| Mackenzie Financial Corp | 25,898 | $354.3K | 0.00% | +808+3.2% | Added |
| Patton Albertson Miller Group, LLC | 25,114 | $343.6K | 0.05% | +25,114 | New |
| Transcend Wealth Collective, LLC | 25,015 | $342.2K | 0.03% | +25,015 | New |
| Independent Financial Group, LLC | 24,134 | $330.2K | 0.01% | +3,519+17.1% | Added |
| Goldman Sachs Group Inc | 22,529 | $308.2K | 0.00% | +22,529 | New |
| Fisher Asset Management, LLC | 22,461 | $307.3K | 0.00% | +199+0.9% | Added |
| JPMorgan Chase & Co | 22,216 | $303.9K | 0.00% | −10,310−31.7% | Reduced |
| SMH Capital Advisors Inc | 21,925 | $299.9K | 0.68% | +21,925 | New |
| Clarus Group, Inc. | 21,291 | $291.3K | 0.11% | 00.0% | Unchanged |
| MAI Capital Management | 20,797 | $284.5K | 0.00% | +20,797 | New |
| Northern Trust Corp | 19,401 | $265.4K | 0.00% | +19,401 | New |
| Catalina Capital Group, LLC | 19,239 | $263.2K | 0.18% | +19,239 | New |
| Savant Capital, LLC | 18,874 | $258.2K | 0.00% | +576+3.1% | Added |
| International Assets Investment Management, LLC | 18,125 | $247.9K | 0.02% | 00.0% | Unchanged |
| Mercer Global Advisors Inc | 17,890 | $244.7K | 0.00% | +17,890 | New |
| Financial Alternatives, Inc | 17,591 | $240.6K | 0.16% | 00.0% | Unchanged |
| Arista Wealth Management, LLC | 17,573 | $240.4K | 0.03% | +17,573 | New |