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 |
|---|---|---|---|---|---|
| Wealth Enhancement Advisory Services, LLC | 15,341 | $213.5K | 0.00% | +15,341 | New |
| Cambridge Investment Research Advisors, Inc. | 15,391 | $211.0K | 0.00% | +42+0.3% | Added |
| Eagle Strategies LLC | 14,863 | $203.3K | 0.03% | +14,863 | New |
| Aigen Investment Management, LP | 14,436 | $197.5K | 0.03% | +14,436 | New |
| PharVision Advisers, LLC | 14,041 | $192.1K | 0.28% | +14,041 | New |
| U.S. Capital Wealth Advisors, LLC | 13,850 | $189.5K | 0.01% | +3,540+34.3% | Added |
| Jump Financial, LLC | 13,100 | $179.2K | 0.00% | +13,100 | New |
| Macquarie Group Ltd | 12,900 | $176.0K | 0.00% | −51,700−80.0% | Reduced |
| BNP Paribas Arbitrage, SA | 12,650 | $173.1K | 0.00% | +12,650 | New |
| National Bank of Canada | 12,424 | $169.8K | 0.00% | +12,089+3,608.7% | Added |
| HB Wealth Management, LLC | 11,790 | $161.3K | 0.00% | 00.0% | Unchanged |
| SCS Capital Management LLC | 11,314 | $159.3K | 0.00% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 8,797 | $157.7K | 0.01% | −1,500−14.6% | Reduced |
| AdvisorNet Financial, Inc | 11,163 | $152.7K | 0.01% | −14,899−57.2% | Reduced |
| Great Valley Advisor Group, Inc. | 11,100 | $151.8K | 0.00% | −565−4.8% | Reduced |
| Cerity Partners LLC | 10,698 | $146.4K | 0.00% | +193+1.8% | Added |
| Quantbot Technologies LP | 10,664 | $145.9K | 0.00% | +10,664 | New |
| Brevan Howard Capital Management LP | 10,592 | $144.9K | 0.00% | +10,592 | New |
| Advisory Research Inc | 10,387 | $142.1K | 0.02% | +10,387 | New |
| Activest Wealth Management | 8,125 | $111.2K | 0.03% | −5,600−40.8% | Reduced |
| Catalyst Capital Advisors LLC | 7,087 | $97.0K | 0.00% | +7,087 | New |
| CWM, LLC | 6,836 | $94.0K | 0.00% | +34+0.5% | Added |
| EMC Capital Management | 6,521 | $89.0K | 0.05% | −6,500−49.9% | Reduced |
| Quarry LP | 4,636 | $63.4K | 0.01% | +2,629+131.0% | Added |
| Tower Research Capital LLC (TRC) | 4,313 | $59.0K | 0.00% | +3,925+1,011.6% | Added |
| Northwestern Mutual Wealth Management Co | 2,630 | $36.0K | 0.00% | +1,100+71.9% | Added |
| Allworth Financial LP | 2,528 | $34.6K | 0.00% | 00.0% | Unchanged |
| Heritage Wealth Advisors | 2,100 | $28.7K | 0.00% | 00.0% | Unchanged |
| AllSquare Wealth Management LLC | 1,400 | $19.2K | 0.01% | 00.0% | Unchanged |
| Pension & Wealth Management Advisors, Inc. | 1,345 | $18.4K | 0.01% | +1,345 | New |
| Sound Income Strategies, LLC | 1,191 | $16.3K | 0.00% | 00.0% | Unchanged |
| Simplex Trading, LLC | 1,199 | $16.0K | 0.00% | +778+184.8% | Added |
| Trust Co of Vermont | 1,080 | $14.8K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 1,050 | $14.4K | 0.00% | +1,050 | New |
| Nalls Sherbakoff Group, LLC | 750 | $10.3K | 0.01% | +750 | New |
| Ameritas Advisory Services, LLC | 750 | $10.3K | 0.00% | +750 | New |
| SRS Capital Advisors, Inc. | 716 | $9.79K | 0.00% | 00.0% | Unchanged |
| Citigroup Inc | 577 | $7.89K | 0.00% | −6,730−92.1% | Reduced |
| Dunhill Financial, LLC | 498 | $6.81K | 0.00% | 00.0% | Unchanged |
| Truvestments Capital LLC | 487 | $6.66K | 0.00% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 450 | $6.16K | 0.00% | −3,760−89.3% | Reduced |
| Avion Wealth | 500 | $6.00K | 0.00% | 00.0% | Unchanged |
| NBC Securities, Inc. | 400 | $5.00K | 0.00% | 00.0% | Unchanged |
| Chelsea Counsel Co | 340 | $4.79K | 0.00% | 00.0% | Unchanged |
| Caitong International Asset Management Co., Ltd | 227 | $3.10K | 0.00% | +185+440.5% | Added |
| Jones Financial Companies LLLP | 180 | $2.51K | 0.00% | +180 | New |
| GWM Advisors LLC | 161 | $2.20K | 0.00% | 00.0% | Unchanged |
| YANKCOM Partnership | 64 | $876 | 0.00% | 00.0% | Unchanged |
| Total Investment Management Inc | 1 | $19 | 0.00% | +1 | New |
| Acadian Asset Management LLC | 11 | $0 | 0.00% | 00.0% | Unchanged |
| 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 |