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 |
|---|---|---|---|---|---|
| Lido Advisors, LLC | 85,266 | $1.10M | 0.00% | +33,032+63.2% | Added |
| Global Retirement Partners, LLC | 88,908 | $1.11M | 0.02% | +7,455+9.2% | Added |
| Millennium Management LLC | 91,252 | $1.14M | 0.00% | +91,252 | New |
| Great West Life Assurance Co | 88,352 | $1.14M | 0.00% | +42,420+92.4% | Added |
| Naviter Wealth, LLC | 90,430 | $1.17M | 0.14% | −561−0.6% | Reduced |
| Bright Futures Wealth Management, LLC. | 96,474 | $1.21M | 0.94% | +96,474 | New |
| Comerica Bank | 98,999 | $1.24M | 0.00% | +10,632+12.0% | Added |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 100,250 | $1.25M | 0.00% | −2,400−2.3% | Reduced |
| Connor, Clark & Lunn Investment Management Ltd. | 100,936 | $1.26M | 0.00% | +100,936 | New |
| LPL Financial LLC | 104,622 | $1.31M | 0.00% | +14,213+15.7% | Added |
| Brevan Howard Capital Management LP | 108,636 | $1.36M | 0.02% | +98,044+925.6% | Added |
| Denali Advisors LLC | 111,211 | $1.39M | 0.16% | −21,222−16.0% | Reduced |
| Ameriprise Financial Inc | 118,947 | $1.49M | 0.00% | −71,974−37.7% | Reduced |
| Doliver Advisors, LP | 122,581 | $1.53M | 0.40% | 00.0% | Unchanged |
| Y-Intercept (Hong Kong) Ltd | 127,321 | $1.59M | 0.04% | −53,145−29.4% | Reduced |
| Marshall Wace, LLP | 140,736 | $1.76M | 0.00% | +140,736 | New |
| Summit Trail Advisors, LLC | 146,027 | $1.88M | 0.03% | 00.0% | Unchanged |
| Kovitz Investment Group Partners, LLC | 151,749 | $1.90M | 0.01% | +151,749 | New |
| Ethos Financial Group, LLC | 165,775 | $2.07M | 0.16% | −8,397−4.8% | Reduced |
| Hennion & Walsh Asset Management, Inc. | 167,312 | $2.09M | 0.08% | +50,970+43.8% | Added |
| Royal Bank of Canada | 167,412 | $2.09M | 0.00% | −98,801−37.1% | Reduced |
| Raymond James Financial Inc | 175,274 | $2.19M | 0.00% | −2,188−1.2% | Reduced |
| Condor Capital Management | 182,951 | $2.29M | 0.19% | +7,445+4.2% | Added |
| Gries Financial LLC | 187,755 | $2.35M | 0.37% | −9,485−4.8% | Reduced |
| Novare Capital Management LLC | 204,650 | $2.56M | 0.19% | +9,970+5.1% | Added |
| Qube Research & Technologies Ltd | 206,966 | $2.59M | 0.00% | +54,359+35.6% | Added |
| Cliffwater LLC | 207,319 | $2.59M | 0.55% | −341,298−62.2% | Reduced |
| Advisors Asset Management, Inc. | 236,167 | $2.95M | 0.05% | +12,310+5.5% | Added |
| Hager Investment Management Services, LLC | 236,458 | $2.96M | 1.60% | +195+0.1% | Added |
| BI Asset Management Fondsmaeglerselskab A/S | 267,882 | $3.35M | 0.03% | +48,706+22.2% | Added |
| Wells Fargo & Company | 271,299 | $3.39M | 0.00% | +237,246+696.7% | Added |
| CI Private Wealth, LLC | 292,845 | $3.66M | 0.01% | +125,545+75.0% | Added |
| Rockefeller Capital Management L.P. | 332,271 | $4.15M | 0.01% | +263,590+383.8% | Added |
| LSV Asset Management | 393,450 | $4.92M | 0.01% | −467,113−54.3% | Reduced |
| Sumitomo Mitsui Trust Holdings, Inc. | 418,493 | $5.23M | 0.00% | +154,355+58.4% | Added |
| Legal & General Group Plc | 440,438 | $5.51M | 0.00% | −19,432−4.2% | Reduced |
| CF Capital LLC | 476,134 | $5.95M | 3.65% | +476,134 | New |
| Two Sigma Advisers, LP | 484,700 | $6.06M | 0.01% | +150,000+44.8% | Added |
| BlackRock, Inc. | 493,129 | $6.16M | 0.00% | +228,944+86.7% | Added |
| Muzinich & Co., Inc. | 499,918 | $6.25M | 2.42% | +147,301+41.8% | Added |
| Mariner, LLC | 543,021 | $6.79M | 0.01% | −355−0.1% | Reduced |
| UBS Group AG | 635,484 | $7.94M | 0.00% | +67,938+12.0% | Added |
| Bank of America Corp | 673,389 | $8.42M | 0.00% | −122,133−15.4% | Reduced |
| Two Sigma Investments, LP | 727,570 | $9.09M | 0.01% | +484,581+199.4% | Added |
| Invesco Ltd. | 901,237 | $11.3M | 0.00% | +121,651+15.6% | Added |
| Rivernorth Capital Management, LLC | 1,201,142 | $15.0M | 0.86% | +844,129+236.4% | Added |
| RSM US Wealth Management LLC | 1,458,708 | $18.8M | 0.25% | +6800.0% | Added |
| Van Eck Associates Corp | 1,829,519 | $22.9M | 0.02% | +43,523+2.4% | Added |
| Morgan Stanley | 2,412,671 | $30.2M | 0.00% | +117,149+5.1% | Added |
| Creative Planning | 4,631,450 | $57.9M | 0.04% | −284,885−5.8% | Reduced |
| Prime Capital Investment Advisors, LLC | 0 | $0 | 0.00% | −2,204,508−100.0% | Sold out |
| Tudor Investment Corp Et Al | 0 | $0 | 0.00% | −219,146−100.0% | Sold out |
| Park Circle Co | 0 | $0 | 0.00% | −71,225−100.0% | Sold out |
| Susquehanna International Group, LLP | 0 | $0 | 0.00% | −50,389−100.0% | Sold out |
| Round Rock Advisors, LLC | 0 | $0 | 0.00% | −46,562−100.0% | Sold out |
| Cascade Financial Partners, LLC | 0 | $0 | 0.00% | −43,840−100.0% | Sold out |
| Citadel Advisors LLC | 0 | $0 | 0.00% | −41,015−100.0% | Sold out |
| Oxford Asset Management LLP | 0 | $0 | 0.00% | −37,198−100.0% | Sold out |
| Dynamic Technology Lab Private Ltd | 0 | $0 | 0.00% | −37,061−100.0% | Sold out |
| Magnetar Financial LLC | 0 | $0 | 0.00% | −34,727−100.0% | Sold out |
| Virtu Financial LLC | 0 | $0 | 0.00% | −33,023−100.0% | Sold out |
| Apollon Wealth Management, LLC | 0 | $0 | 0.00% | −32,590−100.0% | Sold out |
| Arkadios Wealth Advisors | 0 | $0 | 0.00% | −32,410−100.0% | Sold out |
| PharVision Advisers, LLC | 0 | $0 | 0.00% | −14,041−100.0% | Sold out |
| U.S. Capital Wealth Advisors, LLC | 0 | $0 | 0.00% | −13,850−100.0% | Sold out |
| Jump Financial, LLC | 0 | $0 | 0.00% | −13,100−100.0% | Sold out |
| Macquarie Group Ltd | 0 | $0 | 0.00% | −12,900−100.0% | Sold out |
| Quarry LP | 0 | $0 | 0.00% | −4,636−100.0% | Sold out |
| YANKCOM Partnership | 0 | $0 | 0.00% | −64−100.0% | Sold out |
| Total Investment Management Inc | 0 | $0 | 0.00% | −1−100.0% | Sold out |
| Northeast Financial Consultants Inc | – | – | – | – | Not filed |