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 |
|---|---|---|---|---|---|
| Acadian Asset Management LLC | 11 | $0 | 0.00% | 00.0% | Unchanged |
| Caitong International Asset Management Co., Ltd | 10 | $125 | 0.00% | −217−95.6% | Reduced |
| Simplex Trading, LLC | 203 | $2.00K | 0.00% | −996−83.1% | Reduced |
| GWM Advisors LLC | 161 | $2.01K | 0.00% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 180 | $2.35K | 0.00% | 00.0% | Unchanged |
| Wealthspire Advisors, LLC | 219 | $2.74K | 0.00% | +219 | New |
| Truvestments Capital LLC | 289 | $3.61K | 0.00% | −198−40.7% | Reduced |
| Barclays PLC | 301 | $3.76K | 0.00% | +301 | New |
| Chelsea Counsel Co | 340 | $4.39K | 0.00% | 00.0% | Unchanged |
| Advisory Services Network, LLC | 386 | $4.83K | 0.00% | +386 | New |
| NBC Securities, Inc. | 400 | $5.00K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 403 | $5.04K | 0.00% | −3,910−90.7% | Reduced |
| Harbor Investment Advisory, LLC | 450 | $5.63K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 500 | $6.00K | 0.00% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 498 | $6.22K | 0.00% | 00.0% | Unchanged |
| Citigroup Inc | 577 | $7.21K | 0.00% | 00.0% | Unchanged |
| CX Institutional | 601 | $8.00K | 0.00% | +601 | New |
| SRS Capital Advisors, Inc. | 716 | $8.95K | 0.00% | 00.0% | Unchanged |
| Nalls Sherbakoff Group, LLC | 750 | $9.38K | 0.01% | 00.0% | Unchanged |
| Ameritas Advisory Services, LLC | 750 | $9.38K | 0.00% | 00.0% | Unchanged |
| Trust Co of Vermont | 1,080 | $13.5K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 1,437 | $17.1K | 0.00% | +246+20.7% | Added |
| AllSquare Wealth Management LLC | 1,400 | $17.5K | 0.01% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 1,530 | $19.1K | 0.00% | −1,100−41.8% | Reduced |
| Private Wealth Management Group, LLC | 1,904 | $23.8K | 0.01% | +1,904 | New |
| Rossby Financial, LCC | 2,000 | $24.8K | 0.01% | +2,000 | New |
| Heritage Wealth Advisors | 2,100 | $26.3K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 2,528 | $31.6K | 0.00% | 00.0% | Unchanged |
| Quantbot Technologies LP | 2,575 | $32.2K | 0.00% | −8,089−75.9% | Reduced |
| State of Alaska, Department of Revenue | 3,011 | $37.0K | 0.00% | +3,011 | New |
| BNP Paribas Arbitrage, SA | 3,978 | $49.7K | 0.00% | −8,672−68.6% | Reduced |
| Security National Bank | 5,091 | $63.6K | 0.01% | +5,091 | New |
| EMC Capital Management | 6,521 | $82.0K | 0.04% | 00.0% | Unchanged |
| Catalyst Capital Advisors LLC | 7,087 | $88.6K | 0.00% | 00.0% | Unchanged |
| Activest Wealth Management | 8,125 | $101.6K | 0.02% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 9,108 | $113.9K | 0.01% | −2,055−18.4% | Reduced |
| CWM, LLC | 9,770 | $122.0K | 0.00% | +2,934+42.9% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 10,293 | $128.7K | 0.00% | +10,293 | New |
| Equitable Holdings, Inc. | 10,713 | $133.9K | 0.00% | +10,713 | New |
| Cambridge Investment Research Advisors, Inc. | 10,691 | $134.0K | 0.00% | −4,700−30.5% | Reduced |
| Great Valley Advisor Group, Inc. | 11,100 | $138.8K | 0.00% | 00.0% | Unchanged |
| Cerity Partners LLC | 11,146 | $139.3K | 0.00% | +448+4.2% | Added |
| Advisory Research Inc | 11,340 | $141.8K | 0.02% | +953+9.2% | Added |
| SCS Capital Management LLC | 11,314 | $146.0K | 0.00% | 00.0% | Unchanged |
| Wealth Enhancement Advisory Services, LLC | 12,111 | $147.0K | 0.00% | −3,230−21.1% | Reduced |
| Financial Alternatives, Inc | 11,930 | $149.1K | 0.09% | −5,661−32.2% | Reduced |
| Catalina Capital Group, LLC | 12,698 | $158.7K | 0.10% | −6,541−34.0% | Reduced |
| HB Wealth Management, LLC | 13,940 | $174.3K | 0.00% | +2,150+18.2% | Added |
| National Bank of Canada | 14,894 | $185.7K | 0.00% | +2,470+19.9% | Added |
| Eagle Strategies LLC | 14,863 | $185.8K | 0.02% | 00.0% | Unchanged |
| Goldman Sachs Group Inc | 17,289 | $216.1K | 0.00% | −5,240−23.3% | Reduced |
| Arista Wealth Management, LLC | 17,573 | $219.7K | 0.03% | 00.0% | Unchanged |
| Mercer Global Advisors Inc | 17,899 | $223.7K | 0.00% | +9+0.1% | Added |
| TrueMark Investments, LLC | 18,113 | $226.4K | 0.04% | +18,113 | New |
| Farther Finance Advisors, LLC | 19,100 | $238.8K | 0.00% | +18,050+1,719.0% | Added |
| Aigen Investment Management, LP | 19,117 | $239.0K | 0.04% | +4,681+32.4% | Added |
| Savant Capital, LLC | 19,412 | $242.6K | 0.00% | +538+2.9% | Added |
| International Assets Investment Management, LLC | 18,125 | $247.6K | 0.02% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 20,115 | $251.4K | 0.00% | −12,134−37.6% | Reduced |
| MAI Capital Management | 20,797 | $260.0K | 0.00% | 00.0% | Unchanged |
| Stifel Financial Corp | 20,820 | $260.3K | 0.00% | −10,000−32.4% | Reduced |
| Clarus Group, Inc. | 21,291 | $266.1K | 0.09% | 00.0% | Unchanged |
| JPMorgan Chase & Co | 21,500 | $268.8K | 0.00% | −716−3.2% | Reduced |
| SMH Capital Advisors Inc | 21,925 | $277.1K | 0.57% | 00.0% | Unchanged |
| Fisher Asset Management, LLC | 22,461 | $280.8K | 0.00% | 00.0% | Unchanged |
| Northern Trust Corp | 24,258 | $303.2K | 0.00% | +4,857+25.0% | Added |
| Independent Financial Group, LLC | 24,559 | $307.0K | 0.01% | +425+1.8% | Added |
| Patton Albertson Miller Group, LLC | 25,114 | $313.9K | 0.04% | 00.0% | Unchanged |
| Glenmede Investment Management, LP | 25,175 | $314.7K | 0.00% | −7,000−21.8% | Reduced |
| Mackenzie Financial Corp | 26,609 | $332.6K | 0.00% | +711+2.7% | Added |
| Aquatic Capital Management LLC | 27,606 | $345.1K | 0.01% | −6,801−19.8% | Reduced |
| Transcend Wealth Collective, LLC | 28,646 | $358.1K | 0.03% | +3,631+14.5% | Added |
| MQS Management LLC | 30,243 | $378.0K | 0.22% | −8,674−22.3% | Reduced |
| Keebeck Wealth Management, LLC | 31,000 | $399.9K | 0.05% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 33,082 | $413.5K | 0.03% | +24,285+276.1% | Added |
| United Advisor Group, LLC | 34,366 | $429.6K | 0.06% | +8,251+31.6% | Added |
| Flputnam Investment Management Co | 34,483 | $431.0K | 0.01% | 00.0% | Unchanged |
| 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 |
| Whipplewood Advisors, LLC | 38,090 | $476.1K | 0.31% | +3,288+9.4% | Added |
| 1858 Wealth Management, LLC | 38,343 | $479.3K | 0.34% | −3,000−7.3% | Reduced |
| Triumph Capital Management | 38,812 | $485.2K | 0.13% | −11,033−22.1% | Reduced |
| FineMark National Bank & Trust | 40,381 | $504.8K | 0.02% | 00.0% | Unchanged |
| Ieq Capital, LLC | 44,945 | $561.8K | 0.00% | −800−1.7% | Reduced |
| Verdence Capital Advisors LLC | 44,253 | $568.7K | 0.03% | +3,840+9.5% | Added |
| D. E. Shaw & Co., Inc. | 47,963 | $599.5K | 0.00% | +47,963 | New |
| Caxton Associates LLP | 48,026 | $600.3K | 0.02% | +18,581+63.1% | Added |
| GFS Advisors, LLC | 49,700 | $621.3K | 0.08% | 00.0% | Unchanged |
| US Bancorp | 50,000 | $625.0K | 0.00% | 00.0% | Unchanged |
| Quadrature Capital Ltd | 51,610 | $644.6K | 0.01% | +51,610 | New |
| Pension & Wealth Management Advisors, Inc. | 62,173 | $777.2K | 0.24% | +60,828+4,522.5% | Added |
| Advisor Group Holdings, Inc. | 58,996 | $780.8K | 0.00% | +4,871+9.0% | Added |
| Truist Financial Corp | 64,957 | $812.0K | 0.00% | 00.0% | Unchanged |
| Virtus Investment Advisers, Inc. | 69,053 | $863.2K | 0.25% | +5,836+9.2% | Added |
| HighTower Advisors, LLC | 71,575 | $894.7K | 0.00% | +630+0.9% | Added |
| Pathstone Holdings, LLC | 77,695 | $971.2K | 0.00% | +1,630+2.1% | Added |
| Verition Fund Management LLC | 77,947 | $974.3K | 0.01% | +77,947 | New |
| Envestnet Asset Management Inc | 79,895 | $998.7K | 0.00% | +12,587+18.7% | Added |
| Cetera Investment Advisers | 80,689 | $1.01M | 0.00% | +13,565+20.2% | Added |
| Neuberger Berman Group LLC | 81,483 | $1.02M | 0.00% | +81,483 | New |