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, Q3 2025
Institutional positions in Carlyle Secured Lending, Inc. as of Sep 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
- +1 vs. Q2 2025
- Shares held
- 25.7M
- +391.3K (+1.5%) vs. Q2 2025
- Total value
- $321.6M
- −$24.8M (−7.2%) vs. Q2 2025
- New holders
- 21
- 55 more added
- Sold out
- 20
- 37 more reduced
1 institution that held it in Q2 2025 haven't filed for Q3 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2025
Shares, value and share of portfolio for each institution holding Carlyle Secured Lending, Inc.; share changes are against Q2 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Creative Planning | 4,631,450 | $57.9M | 0.04% | −284,885−5.8% | Reduced |
| Morgan Stanley | 2,412,671 | $30.2M | 0.00% | +117,149+5.1% | Added |
| Van Eck Associates Corp | 1,829,519 | $22.9M | 0.02% | +43,523+2.4% | Added |
| RSM US Wealth Management LLC | 1,458,708 | $18.8M | 0.25% | +6800.0% | Added |
| Rivernorth Capital Management, LLC | 1,201,142 | $15.0M | 0.86% | +844,129+236.4% | Added |
| Invesco Ltd. | 901,237 | $11.3M | 0.00% | +121,651+15.6% | Added |
| Two Sigma Investments, LP | 727,570 | $9.09M | 0.01% | +484,581+199.4% | Added |
| Bank of America Corp | 673,389 | $8.42M | 0.00% | −122,133−15.4% | Reduced |
| UBS Group AG | 635,484 | $7.94M | 0.00% | +67,938+12.0% | Added |
| Mariner, LLC | 543,021 | $6.79M | 0.01% | −355−0.1% | Reduced |
| Muzinich & Co., Inc. | 499,918 | $6.25M | 2.42% | +147,301+41.8% | Added |
| BlackRock, Inc. | 493,129 | $6.16M | 0.00% | +228,944+86.7% | Added |
| Two Sigma Advisers, LP | 484,700 | $6.06M | 0.01% | +150,000+44.8% | Added |
| CF Capital LLC | 476,134 | $5.95M | 3.65% | +476,134 | New |
| Legal & General Group Plc | 440,438 | $5.51M | 0.00% | −19,432−4.2% | Reduced |
| Sumitomo Mitsui Trust Holdings, Inc. | 418,493 | $5.23M | 0.00% | +154,355+58.4% | Added |
| LSV Asset Management | 393,450 | $4.92M | 0.01% | −467,113−54.3% | Reduced |
| Rockefeller Capital Management L.P. | 332,271 | $4.15M | 0.01% | +263,590+383.8% | Added |
| CI Private Wealth, LLC | 292,845 | $3.66M | 0.01% | +125,545+75.0% | Added |
| Wells Fargo & Company | 271,299 | $3.39M | 0.00% | +237,246+696.7% | Added |
| BI Asset Management Fondsmaeglerselskab A/S | 267,882 | $3.35M | 0.03% | +48,706+22.2% | Added |
| Hager Investment Management Services, LLC | 236,458 | $2.96M | 1.60% | +195+0.1% | Added |
| Advisors Asset Management, Inc. | 236,167 | $2.95M | 0.05% | +12,310+5.5% | Added |
| Cliffwater LLC | 207,319 | $2.59M | 0.55% | −341,298−62.2% | Reduced |
| Qube Research & Technologies Ltd | 206,966 | $2.59M | 0.00% | +54,359+35.6% | Added |
| Novare Capital Management LLC | 204,650 | $2.56M | 0.19% | +9,970+5.1% | Added |
| Gries Financial LLC | 187,755 | $2.35M | 0.37% | −9,485−4.8% | Reduced |
| Condor Capital Management | 182,951 | $2.29M | 0.19% | +7,445+4.2% | Added |
| Raymond James Financial Inc | 175,274 | $2.19M | 0.00% | −2,188−1.2% | Reduced |
| Royal Bank of Canada | 167,412 | $2.09M | 0.00% | −98,801−37.1% | Reduced |
| Hennion & Walsh Asset Management, Inc. | 167,312 | $2.09M | 0.08% | +50,970+43.8% | Added |
| Ethos Financial Group, LLC | 165,775 | $2.07M | 0.16% | −8,397−4.8% | Reduced |
| Kovitz Investment Group Partners, LLC | 151,749 | $1.90M | 0.01% | +151,749 | New |
| Summit Trail Advisors, LLC | 146,027 | $1.88M | 0.03% | 00.0% | Unchanged |
| Marshall Wace, LLP | 140,736 | $1.76M | 0.00% | +140,736 | New |
| Y-Intercept (Hong Kong) Ltd | 127,321 | $1.59M | 0.04% | −53,145−29.4% | Reduced |
| Doliver Advisors, LP | 122,581 | $1.53M | 0.40% | 00.0% | Unchanged |
| Ameriprise Financial Inc | 118,947 | $1.49M | 0.00% | −71,974−37.7% | Reduced |
| Denali Advisors LLC | 111,211 | $1.39M | 0.16% | −21,222−16.0% | Reduced |
| Brevan Howard Capital Management LP | 108,636 | $1.36M | 0.02% | +98,044+925.6% | Added |
| LPL Financial LLC | 104,622 | $1.31M | 0.00% | +14,213+15.7% | Added |
| Connor, Clark & Lunn Investment Management Ltd. | 100,936 | $1.26M | 0.00% | +100,936 | New |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 100,250 | $1.25M | 0.00% | −2,400−2.3% | Reduced |
| Comerica Bank | 98,999 | $1.24M | 0.00% | +10,632+12.0% | Added |
| Bright Futures Wealth Management, LLC. | 96,474 | $1.21M | 0.94% | +96,474 | New |
| Naviter Wealth, LLC | 90,430 | $1.17M | 0.14% | −561−0.6% | Reduced |
| Great West Life Assurance Co | 88,352 | $1.14M | 0.00% | +42,420+92.4% | Added |
| Millennium Management LLC | 91,252 | $1.14M | 0.00% | +91,252 | New |
| Global Retirement Partners, LLC | 88,908 | $1.11M | 0.02% | +7,455+9.2% | Added |
| Lido Advisors, LLC | 85,266 | $1.10M | 0.00% | +33,032+63.2% | Added |
| Neuberger Berman Group LLC | 81,483 | $1.02M | 0.00% | +81,483 | New |
| Cetera Investment Advisers | 80,689 | $1.01M | 0.00% | +13,565+20.2% | Added |
| Envestnet Asset Management Inc | 79,895 | $998.7K | 0.00% | +12,587+18.7% | Added |
| Verition Fund Management LLC | 77,947 | $974.3K | 0.01% | +77,947 | New |
| Pathstone Holdings, LLC | 77,695 | $971.2K | 0.00% | +1,630+2.1% | Added |
| HighTower Advisors, LLC | 71,575 | $894.7K | 0.00% | +630+0.9% | Added |
| Virtus Investment Advisers, Inc. | 69,053 | $863.2K | 0.25% | +5,836+9.2% | Added |
| Truist Financial Corp | 64,957 | $812.0K | 0.00% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 58,996 | $780.8K | 0.00% | +4,871+9.0% | Added |
| Pension & Wealth Management Advisors, Inc. | 62,173 | $777.2K | 0.24% | +60,828+4,522.5% | Added |
| Quadrature Capital Ltd | 51,610 | $644.6K | 0.01% | +51,610 | New |
| US Bancorp | 50,000 | $625.0K | 0.00% | 00.0% | Unchanged |
| GFS Advisors, LLC | 49,700 | $621.3K | 0.08% | 00.0% | Unchanged |
| Caxton Associates LLP | 48,026 | $600.3K | 0.02% | +18,581+63.1% | Added |
| D. E. Shaw & Co., Inc. | 47,963 | $599.5K | 0.00% | +47,963 | New |
| Verdence Capital Advisors LLC | 44,253 | $568.7K | 0.03% | +3,840+9.5% | Added |
| Ieq Capital, LLC | 44,945 | $561.8K | 0.00% | −800−1.7% | Reduced |
| FineMark National Bank & Trust | 40,381 | $504.8K | 0.02% | 00.0% | Unchanged |
| Triumph Capital Management | 38,812 | $485.2K | 0.13% | −11,033−22.1% | Reduced |
| 1858 Wealth Management, LLC | 38,343 | $479.3K | 0.34% | −3,000−7.3% | Reduced |
| Whipplewood Advisors, LLC | 38,090 | $476.1K | 0.31% | +3,288+9.4% | Added |
| Janney Montgomery Scott LLC | 35,982 | $450.0K | 0.00% | +178+0.5% | Added |
| Commonwealth Equity Services, LLC | 35,962 | $450.0K | 0.00% | +1,959+5.8% | Added |
| Flputnam Investment Management Co | 34,483 | $431.0K | 0.01% | 00.0% | Unchanged |
| United Advisor Group, LLC | 34,366 | $429.6K | 0.06% | +8,251+31.6% | Added |
| Sunbelt Securities, Inc. | 33,082 | $413.5K | 0.03% | +24,285+276.1% | Added |
| Keebeck Wealth Management, LLC | 31,000 | $399.9K | 0.05% | 00.0% | Unchanged |
| MQS Management LLC | 30,243 | $378.0K | 0.22% | −8,674−22.3% | Reduced |
| Transcend Wealth Collective, LLC | 28,646 | $358.1K | 0.03% | +3,631+14.5% | Added |
| Aquatic Capital Management LLC | 27,606 | $345.1K | 0.01% | −6,801−19.8% | Reduced |
| Mackenzie Financial Corp | 26,609 | $332.6K | 0.00% | +711+2.7% | Added |
| Glenmede Investment Management, LP | 25,175 | $314.7K | 0.00% | −7,000−21.8% | Reduced |
| Patton Albertson Miller Group, LLC | 25,114 | $313.9K | 0.04% | 00.0% | Unchanged |
| Independent Financial Group, LLC | 24,559 | $307.0K | 0.01% | +425+1.8% | Added |
| Northern Trust Corp | 24,258 | $303.2K | 0.00% | +4,857+25.0% | Added |
| Fisher Asset Management, LLC | 22,461 | $280.8K | 0.00% | 00.0% | Unchanged |
| SMH Capital Advisors Inc | 21,925 | $277.1K | 0.57% | 00.0% | Unchanged |
| JPMorgan Chase & Co | 21,500 | $268.8K | 0.00% | −716−3.2% | Reduced |
| Clarus Group, Inc. | 21,291 | $266.1K | 0.09% | 00.0% | Unchanged |
| Stifel Financial Corp | 20,820 | $260.3K | 0.00% | −10,000−32.4% | Reduced |
| MAI Capital Management | 20,797 | $260.0K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 20,115 | $251.4K | 0.00% | −12,134−37.6% | Reduced |
| International Assets Investment Management, LLC | 18,125 | $247.6K | 0.02% | 00.0% | Unchanged |
| Savant Capital, LLC | 19,412 | $242.6K | 0.00% | +538+2.9% | Added |
| Aigen Investment Management, LP | 19,117 | $239.0K | 0.04% | +4,681+32.4% | Added |
| Farther Finance Advisors, LLC | 19,100 | $238.8K | 0.00% | +18,050+1,719.0% | Added |
| TrueMark Investments, LLC | 18,113 | $226.4K | 0.04% | +18,113 | New |
| Mercer Global Advisors Inc | 17,899 | $223.7K | 0.00% | +9+0.1% | Added |
| Arista Wealth Management, LLC | 17,573 | $219.7K | 0.03% | 00.0% | Unchanged |
| Goldman Sachs Group Inc | 17,289 | $216.1K | 0.00% | −5,240−23.3% | Reduced |