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 |
|---|---|---|---|---|---|
| Acadian Asset Management LLC | 11 | $0 | 0.00% | 00.0% | Unchanged |
| Total Investment Management Inc | 1 | $19 | 0.00% | +1 | New |
| YANKCOM Partnership | 64 | $876 | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 161 | $2.20K | 0.00% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 180 | $2.51K | 0.00% | +180 | New |
| Caitong International Asset Management Co., Ltd | 227 | $3.10K | 0.00% | +185+440.5% | Added |
| Chelsea Counsel Co | 340 | $4.79K | 0.00% | 00.0% | Unchanged |
| NBC Securities, Inc. | 400 | $5.00K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 500 | $6.00K | 0.00% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 450 | $6.16K | 0.00% | −3,760−89.3% | Reduced |
| Truvestments Capital LLC | 487 | $6.66K | 0.00% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 498 | $6.81K | 0.00% | 00.0% | Unchanged |
| Citigroup Inc | 577 | $7.89K | 0.00% | −6,730−92.1% | Reduced |
| SRS Capital Advisors, Inc. | 716 | $9.79K | 0.00% | 00.0% | Unchanged |
| Nalls Sherbakoff Group, LLC | 750 | $10.3K | 0.01% | +750 | New |
| Ameritas Advisory Services, LLC | 750 | $10.3K | 0.00% | +750 | New |
| Farther Finance Advisors, LLC | 1,050 | $14.4K | 0.00% | +1,050 | New |
| Trust Co of Vermont | 1,080 | $14.8K | 0.00% | 00.0% | Unchanged |
| Simplex Trading, LLC | 1,199 | $16.0K | 0.00% | +778+184.8% | Added |
| Sound Income Strategies, LLC | 1,191 | $16.3K | 0.00% | 00.0% | Unchanged |
| Pension & Wealth Management Advisors, Inc. | 1,345 | $18.4K | 0.01% | +1,345 | New |
| AllSquare Wealth Management LLC | 1,400 | $19.2K | 0.01% | 00.0% | Unchanged |
| Heritage Wealth Advisors | 2,100 | $28.7K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 2,528 | $34.6K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 2,630 | $36.0K | 0.00% | +1,100+71.9% | Added |
| Tower Research Capital LLC (TRC) | 4,313 | $59.0K | 0.00% | +3,925+1,011.6% | Added |
| Quarry LP | 4,636 | $63.4K | 0.01% | +2,629+131.0% | Added |
| EMC Capital Management | 6,521 | $89.0K | 0.05% | −6,500−49.9% | Reduced |
| CWM, LLC | 6,836 | $94.0K | 0.00% | +34+0.5% | Added |
| Catalyst Capital Advisors LLC | 7,087 | $97.0K | 0.00% | +7,087 | New |
| Activest Wealth Management | 8,125 | $111.2K | 0.03% | −5,600−40.8% | Reduced |
| Advisory Research Inc | 10,387 | $142.1K | 0.02% | +10,387 | New |
| Brevan Howard Capital Management LP | 10,592 | $144.9K | 0.00% | +10,592 | New |
| Quantbot Technologies LP | 10,664 | $145.9K | 0.00% | +10,664 | New |
| Cerity Partners LLC | 10,698 | $146.4K | 0.00% | +193+1.8% | Added |
| Great Valley Advisor Group, Inc. | 11,100 | $151.8K | 0.00% | −565−4.8% | Reduced |
| AdvisorNet Financial, Inc | 11,163 | $152.7K | 0.01% | −14,899−57.2% | Reduced |
| Sunbelt Securities, Inc. | 8,797 | $157.7K | 0.01% | −1,500−14.6% | Reduced |
| SCS Capital Management LLC | 11,314 | $159.3K | 0.00% | 00.0% | Unchanged |
| HB Wealth Management, LLC | 11,790 | $161.3K | 0.00% | 00.0% | Unchanged |
| National Bank of Canada | 12,424 | $169.8K | 0.00% | +12,089+3,608.7% | Added |
| BNP Paribas Arbitrage, SA | 12,650 | $173.1K | 0.00% | +12,650 | New |
| Macquarie Group Ltd | 12,900 | $176.0K | 0.00% | −51,700−80.0% | Reduced |
| Jump Financial, LLC | 13,100 | $179.2K | 0.00% | +13,100 | New |
| U.S. Capital Wealth Advisors, LLC | 13,850 | $189.5K | 0.01% | +3,540+34.3% | Added |
| PharVision Advisers, LLC | 14,041 | $192.1K | 0.28% | +14,041 | New |
| Aigen Investment Management, LP | 14,436 | $197.5K | 0.03% | +14,436 | New |
| Eagle Strategies LLC | 14,863 | $203.3K | 0.03% | +14,863 | New |
| Cambridge Investment Research Advisors, Inc. | 15,391 | $211.0K | 0.00% | +42+0.3% | Added |
| Wealth Enhancement Advisory Services, LLC | 15,341 | $213.5K | 0.00% | +15,341 | New |
| Arista Wealth Management, LLC | 17,573 | $240.4K | 0.03% | +17,573 | New |
| Financial Alternatives, Inc | 17,591 | $240.6K | 0.16% | 00.0% | Unchanged |
| Mercer Global Advisors Inc | 17,890 | $244.7K | 0.00% | +17,890 | New |
| International Assets Investment Management, LLC | 18,125 | $247.9K | 0.02% | 00.0% | Unchanged |
| Savant Capital, LLC | 18,874 | $258.2K | 0.00% | +576+3.1% | Added |
| Catalina Capital Group, LLC | 19,239 | $263.2K | 0.18% | +19,239 | New |
| Northern Trust Corp | 19,401 | $265.4K | 0.00% | +19,401 | New |
| MAI Capital Management | 20,797 | $284.5K | 0.00% | +20,797 | New |
| Clarus Group, Inc. | 21,291 | $291.3K | 0.11% | 00.0% | Unchanged |
| SMH Capital Advisors Inc | 21,925 | $299.9K | 0.68% | +21,925 | New |
| JPMorgan Chase & Co | 22,216 | $303.9K | 0.00% | −10,310−31.7% | Reduced |
| Fisher Asset Management, LLC | 22,461 | $307.3K | 0.00% | +199+0.9% | Added |
| Goldman Sachs Group Inc | 22,529 | $308.2K | 0.00% | +22,529 | New |
| Independent Financial Group, LLC | 24,134 | $330.2K | 0.01% | +3,519+17.1% | Added |
| Transcend Wealth Collective, LLC | 25,015 | $342.2K | 0.03% | +25,015 | New |
| Patton Albertson Miller Group, LLC | 25,114 | $343.6K | 0.05% | +25,114 | New |
| Mackenzie Financial Corp | 25,898 | $354.3K | 0.00% | +808+3.2% | Added |
| United Advisor Group, LLC | 26,115 | $357.3K | 0.06% | +2,196+9.2% | Added |
| Caxton Associates LLP | 29,445 | $402.8K | 0.01% | 00.0% | Unchanged |
| Stifel Financial Corp | 30,820 | $421.6K | 0.00% | −14,748−32.4% | Reduced |
| Keebeck Wealth Management, LLC | 31,000 | $436.5K | 0.06% | 00.0% | Unchanged |
| Glenmede Investment Management, LP | 32,175 | $440.2K | 0.00% | +32,175 | New |
| Steward Partners Investment Advisory, LLC | 32,249 | $441.2K | 0.00% | +13,498+72.0% | Added |
| Arkadios Wealth Advisors | 32,410 | $443.4K | 0.01% | 00.0% | Unchanged |
| Apollon Wealth Management, LLC | 32,590 | $445.8K | 0.01% | +8,707+36.5% | Added |
| Virtu Financial LLC | 33,023 | $452.0K | 0.02% | +14,056+74.1% | Added |
| Commonwealth Equity Services, LLC | 34,003 | $465.0K | 0.00% | +2,896+9.3% | Added |
| Wells Fargo & Company | 34,053 | $465.8K | 0.00% | −236−0.7% | Reduced |
| Aquatic Capital Management LLC | 34,407 | $470.7K | 0.01% | +8,699+33.8% | Added |
| Flputnam Investment Management Co | 34,483 | $471.7K | 0.01% | +34,483 | New |
| Magnetar Financial LLC | 34,727 | $475.1K | 0.00% | +34,727 | New |
| Whipplewood Advisors, LLC | 34,802 | $476.1K | 0.26% | +34,802 | New |
| Janney Montgomery Scott LLC | 35,804 | $490.0K | 0.00% | −281−0.8% | Reduced |
| Dynamic Technology Lab Private Ltd | 37,061 | $507.0K | 0.07% | +37,061 | New |
| Oxford Asset Management LLP | 37,198 | $508.9K | 0.17% | +37,198 | New |
| MQS Management LLC | 38,917 | $532.4K | 0.29% | +38,917 | New |
| FineMark National Bank & Trust | 40,381 | $552.4K | 0.02% | −1,243−3.0% | Reduced |
| Verdence Capital Advisors LLC | 40,413 | $552.8K | 0.04% | −552−1.3% | Reduced |
| Citadel Advisors LLC | 41,015 | $561.1K | 0.00% | −134,553−76.6% | Reduced |
| 1858 Wealth Management, LLC | 41,343 | $565.6K | 0.42% | +41,343 | New |
| Cascade Financial Partners, LLC | 43,840 | $599.7K | 0.07% | +43,840 | New |
| Ieq Capital, LLC | 45,745 | $625.8K | 0.00% | +9,594+26.5% | Added |
| Great West Life Assurance Co | 45,932 | $629.0K | 0.00% | +2,040+4.6% | Added |
| Round Rock Advisors, LLC | 46,562 | $637.0K | 0.11% | +762+1.7% | Added |
| GFS Advisors, LLC | 49,700 | $680.0K | 0.09% | +49,700 | New |
| Triumph Capital Management | 49,845 | $681.9K | 0.20% | +8,214+19.7% | Added |
| US Bancorp | 50,000 | $684.0K | 0.00% | 00.0% | Unchanged |
| Susquehanna International Group, LLP | 50,389 | $689.3K | 0.00% | +50,389 | New |
| Lido Advisors, LLC | 52,234 | $735.5K | 0.00% | +52,234 | New |
| Advisor Group Holdings, Inc. | 54,125 | $740.6K | 0.00% | −7,014−11.5% | Reduced |