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 |
|---|---|---|---|---|---|
| Virtus Investment Advisers, Inc. | 63,217 | $864.8K | 0.29% | +11,227+21.6% | Added |
| Truist Financial Corp | 64,957 | $888.6K | 0.00% | 00.0% | Unchanged |
| Cetera Investment Advisers | 67,124 | $918.3K | 0.00% | +8,929+15.3% | Added |
| Envestnet Asset Management Inc | 67,308 | $920.8K | 0.00% | +5,599+9.1% | Added |
| Rockefeller Capital Management L.P. | 68,681 | $939.6K | 0.00% | +20,710+43.2% | Added |
| HighTower Advisors, LLC | 70,945 | $970.5K | 0.00% | +541+0.8% | Added |
| Park Circle Co | 71,225 | $974.4K | 0.84% | 00.0% | Unchanged |
| Pathstone Holdings, LLC | 76,065 | $1.04M | 0.00% | +1,628+2.2% | Added |
| Global Retirement Partners, LLC | 81,453 | $1.11M | 0.03% | +81,453 | New |
| Comerica Bank | 88,367 | $1.21M | 0.00% | 00.0% | Unchanged |
| LPL Financial LLC | 90,409 | $1.24M | 0.00% | +7,951+9.6% | Added |
| Naviter Wealth, LLC | 90,991 | $1.28M | 0.16% | +90,991 | New |
| Northeast Financial Consultants Inc | 102,219 | $1.40M | 0.06% | +59,449+139.0% | Added |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 102,650 | $1.40M | 0.00% | −27,850−21.3% | Reduced |
| Hennion & Walsh Asset Management, Inc. | 116,342 | $1.59M | 0.06% | −293−0.3% | Reduced |
| Doliver Advisors, LP | 122,581 | $1.68M | 0.46% | +122,581 | New |
| Denali Advisors LLC | 132,433 | $1.81M | 0.19% | −3,603−2.6% | Reduced |
| Summit Trail Advisors, LLC | 146,027 | $2.06M | 0.04% | +146,027 | New |
| Qube Research & Technologies Ltd | 152,607 | $2.09M | 0.00% | +120,558+376.2% | Added |
| CI Private Wealth, LLC | 167,300 | $2.29M | 0.00% | +167,300 | New |
| Ethos Financial Group, LLC | 174,172 | $2.38M | 0.20% | +2,301+1.3% | Added |
| Condor Capital Management | 175,506 | $2.40M | 0.21% | −99,903−36.3% | Reduced |
| Raymond James Financial Inc | 177,462 | $2.43M | 0.00% | −6,687−3.6% | Reduced |
| Y-Intercept (Hong Kong) Ltd | 180,466 | $2.47M | 0.06% | +180,466 | New |
| Ameriprise Financial Inc | 190,921 | $2.61M | 0.00% | +4,617+2.5% | Added |
| Novare Capital Management LLC | 194,680 | $2.66M | 0.22% | +18,725+10.6% | Added |
| Gries Financial LLC | 197,240 | $2.70M | 0.49% | 00.0% | Unchanged |
| Tudor Investment Corp Et Al | 219,146 | $3.00M | 0.02% | +173,116+376.1% | Added |
| BI Asset Management Fondsmaeglerselskab A/S | 219,176 | $3.00M | 0.03% | +216,837+9,270.5% | Added |
| Advisors Asset Management, Inc. | 223,857 | $3.06M | 0.05% | −24,491−9.9% | Reduced |
| Hager Investment Management Services, LLC | 236,263 | $3.23M | 1.93% | +10,097+4.5% | Added |
| Two Sigma Investments, LP | 242,989 | $3.32M | 0.01% | −102,816−29.7% | Reduced |
| Sumitomo Mitsui Trust Holdings, Inc. | 264,138 | $3.61M | 0.00% | +80,737+44.0% | Added |
| BlackRock, Inc. | 264,185 | $3.61M | 0.00% | +66,860+33.9% | Added |
| Royal Bank of Canada | 266,213 | $3.64M | 0.00% | −9,399−3.4% | Reduced |
| Two Sigma Advisers, LP | 334,700 | $4.58M | 0.01% | −182,100−35.2% | Reduced |
| Muzinich & Co., Inc. | 352,617 | $4.82M | 2.20% | +157,900+81.1% | Added |
| Rivernorth Capital Management, LLC | 357,013 | $4.88M | 0.27% | +357,013 | New |
| Legal & General Group Plc | 459,870 | $6.29M | 0.00% | +127,681+38.4% | Added |
| Mariner, LLC | 543,376 | $7.43M | 0.01% | +543,376 | New |
| Cliffwater LLC | 548,617 | $7.51M | 1.54% | +548,617 | New |
| UBS Group AG | 567,546 | $7.76M | 0.00% | +155,961+37.9% | Added |
| Invesco Ltd. | 779,586 | $10.7M | 0.00% | +121,686+18.5% | Added |
| Bank of America Corp | 795,522 | $10.9M | 0.00% | −266,257−25.1% | Reduced |
| LSV Asset Management | 860,563 | $11.8M | 0.03% | −395,526−31.5% | Reduced |
| RSM US Wealth Management LLC | 1,458,028 | $20.5M | 0.29% | +1,458,028 | New |
| Van Eck Associates Corp | 1,785,996 | $24.4M | 0.03% | +582,133+48.4% | Added |
| Prime Capital Investment Advisors, LLC | 2,204,508 | $30.2M | 0.40% | +2,204,508 | New |
| Morgan Stanley | 2,295,522 | $31.4M | 0.00% | −53,725−2.3% | Reduced |
| Creative Planning | 4,916,335 | $67.3M | 0.06% | +44,062+0.9% | Added |
| Greenland Capital Management LP | 0 | $0 | 0.00% | −70,000−100.0% | Sold out |
| ExodusPoint Capital Management, LP | 0 | $0 | 0.00% | −57,078−100.0% | Sold out |
| Redhawk Wealth Advisors, Inc. | 0 | $0 | 0.00% | −53,784−100.0% | Sold out |
| Trexquant Investment LP | 0 | $0 | 0.00% | −23,909−100.0% | Sold out |
| XTX Topco Ltd | 0 | $0 | 0.00% | −21,019−100.0% | Sold out |
| Connor, Clark & Lunn Investment Management Ltd. | 0 | $0 | 0.00% | −20,413−100.0% | Sold out |
| MGB Wealth Management, LLC | 0 | $0 | 0.00% | −17,199−100.0% | Sold out |
| Quadrature Capital Ltd | 0 | $0 | 0.00% | −12,777−100.0% | Sold out |
| Canton Hathaway, LLC | 0 | $0 | 0.00% | −9,795−100.0% | Sold out |
| Darwin Advisors, LLC | 0 | $0 | 0.00% | −1,200−100.0% | Sold out |
| Assetmark, Inc | 0 | $0 | 0.00% | −502−100.0% | Sold out |
| WealthCollab, LLC | 0 | $0 | 0.00% | −482−100.0% | Sold out |
| Toth Financial Advisory Corp | 0 | $0 | 0.00% | −90−100.0% | Sold out |
| BluePointe Capital Management, LLC | – | – | – | – | Not filed |
| Bright Futures Wealth Management, LLC. | – | – | – | – | Not filed |
| Glenmede Trust Co NA | – | – | – | – | Not filed |
| Marcum Wealth, LLC | – | – | – | – | Not filed |