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, Q4 2025
Institutional positions in Carlyle Secured Lending, Inc. as of Dec 31, 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
- 152
- +6 vs. Q3 2025
- Shares held
- 26.4M
- +956.1K (+3.8%) vs. Q3 2025
- Total value
- $329.7M
- +$11.3M (+3.5%) vs. Q3 2025
- New holders
- 33
- 40 more added
- Sold out
- 27
- 48 more reduced
4 institutions that held it in Q3 2025 haven't filed for Q4 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2025
Shares, value and share of portfolio for each institution holding Carlyle Secured Lending, Inc.; share changes are against Q3 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Creative Planning | 3,466,030 | $43.3M | 0.03% | −1,165,420−25.2% | Reduced |
| Morgan Stanley | 2,574,644 | $32.2M | 0.00% | +161,973+6.7% | Added |
| Rivernorth Capital Management, LLC | 1,900,728 | $23.7M | 1.12% | +699,586+58.2% | Added |
| Van Eck Associates Corp | 1,692,268 | $21.1M | 0.02% | −137,251−7.5% | Reduced |
| RSM US Wealth Management LLC | 1,385,100 | $17.6M | 0.22% | −73,608−5.0% | Reduced |
| CF Capital LLC | 912,220 | $11.4M | 5.66% | +436,086+91.6% | Added |
| Invesco Ltd. | 887,656 | $11.1M | 0.00% | −13,581−1.5% | Reduced |
| UBS Group AG | 862,260 | $10.8M | 0.00% | +226,776+35.7% | Added |
| Two Sigma Investments, LP | 737,400 | $9.21M | 0.01% | +9,830+1.4% | Added |
| Muzinich & Co., Inc. | 736,442 | $9.20M | 2.89% | +236,524+47.3% | Added |
| Mariner, LLC | 543,895 | $6.84M | 0.01% | +874+0.2% | Added |
| Sumitomo Mitsui Trust Holdings, Inc. | 519,735 | $6.49M | 0.00% | +101,242+24.2% | Added |
| Legal & General Group Plc | 518,842 | $6.49M | 0.00% | +78,404+17.8% | Added |
| Toronto Dominion Bank | 500,000 | $6.25M | 0.01% | +500,000 | New |
| BlackRock, Inc. | 494,132 | $6.17M | 0.00% | +1,003+0.2% | Added |
| Rockefeller Capital Management L.P. | 428,516 | $5.35M | 0.01% | +96,245+29.0% | Added |
| LSV Asset Management | 366,750 | $4.58M | 0.01% | −26,700−6.8% | Reduced |
| Bank of America Corp | 344,421 | $4.30M | 0.00% | −328,968−48.9% | Reduced |
| Two Sigma Advisers, LP | 300,500 | $3.75M | 0.01% | −184,200−38.0% | Reduced |
| BI Asset Management Fondsmaeglerselskab A/S | 293,858 | $3.67M | 0.03% | +25,976+9.7% | Added |
| Wells Fargo & Company | 269,719 | $3.37M | 0.00% | −1,580−0.6% | Reduced |
| Jane Street Group, LLC | 256,473 | $3.20M | 0.00% | +256,473 | New |
| Closed-End Fund Advisors, Inc. | 255,435 | $3.19M | 1.88% | +255,435 | New |
| Novare Capital Management LLC | 241,050 | $3.01M | 0.23% | +36,400+17.8% | Added |
| Hager Investment Management Services, LLC | 224,204 | $2.80M | 1.53% | −12,254−5.2% | Reduced |
| Cliffwater LLC | 207,319 | $2.59M | 0.54% | 00.0% | Unchanged |
| Advisors Asset Management, Inc. | 203,725 | $2.54M | 0.04% | −32,442−13.7% | Reduced |
| Russell Investments Group, Ltd. | 202,640 | $2.53M | 0.00% | +202,640 | New |
| Hennion & Walsh Asset Management, Inc. | 176,354 | $2.20M | 0.08% | +9,042+5.4% | Added |
| CI Private Wealth, LLC | 174,650 | $2.18M | 0.00% | −118,195−40.4% | Reduced |
| Colony Group, LLC | 151,749 | $1.90M | 0.00% | +151,749 | New |
| WCG Wealth Advisors LLC | 147,141 | $1.84M | 0.05% | +147,141 | New |
| Ethos Financial Group, LLC | 140,177 | $1.75M | 0.13% | −25,598−15.4% | Reduced |
| Ameriprise Financial Inc | 138,133 | $1.73M | 0.00% | +19,186+16.1% | Added |
| Raymond James Financial Inc | 130,886 | $1.63M | 0.00% | −44,388−25.3% | Reduced |
| Doliver Advisors, LP | 122,581 | $1.53M | 0.38% | 00.0% | Unchanged |
| JPMorgan Chase & Co | 121,612 | $1.52M | 0.00% | +100,112+465.6% | Added |
| TrueMark Investments, LLC | 111,844 | $1.40M | 0.27% | +93,731+517.5% | Added |
| Bright Futures Wealth Management, LLC. | 111,522 | $1.39M | 1.03% | +15,048+15.6% | Added |
| LPL Financial LLC | 109,901 | $1.37M | 0.00% | +5,279+5.0% | Added |
| Lansforsakringar Fondforvaltning AB (publ) | 105,100 | $1.31M | 0.01% | +105,100 | New |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 100,250 | $1.25M | 0.00% | 00.0% | Unchanged |
| Comerica Bank | 99,255 | $1.24M | 0.00% | +256+0.3% | Added |
| Samalin Investment Counsel, LLC | 97,454 | $1.22M | 0.43% | +97,454 | New |
| XTX Topco Ltd | 93,764 | $1.17M | 0.03% | +93,764 | New |
| Great West Life Assurance Co | 91,576 | $1.15M | 0.00% | +3,224+3.6% | Added |
| Brevan Howard Capital Management LP | 85,771 | $1.07M | 0.02% | −22,865−21.0% | Reduced |
| Lido Advisors, LLC | 79,087 | $1.02M | 0.00% | −6,179−7.2% | Reduced |
| Pathstone Holdings, LLC | 79,619 | $994.4K | 0.00% | +1,924+2.5% | Added |
| Global Retirement Partners, LLC | 79,467 | $992.5K | 0.02% | −9,441−10.6% | Reduced |
| Naviter Wealth, LLC | 76,464 | $985.6K | 0.13% | −13,966−15.4% | Reduced |
| Envestnet Asset Management Inc | 76,315 | $953.2K | 0.00% | −3,580−4.5% | Reduced |
| Cetera Investment Advisers | 75,920 | $948.2K | 0.00% | −4,769−5.9% | Reduced |
| Denali Advisors LLC | 75,146 | $938.6K | 0.10% | −36,065−32.4% | Reduced |
| Neuberger Berman Group LLC | 73,084 | $912.8K | 0.00% | −8,399−10.3% | Reduced |
| Susquehanna International Group, LLP | 71,754 | $896.2K | 0.00% | +71,754 | New |
| HighTower Advisors, LLC | 70,171 | $876.4K | 0.00% | −1,404−2.0% | Reduced |
| Citadel Advisors LLC | 69,959 | $873.8K | 0.00% | +69,959 | New |
| Pension & Wealth Management Advisors, Inc. | 66,798 | $834.3K | 0.25% | +4,625+7.4% | Added |
| Steward Partners Investment Advisory, LLC | 66,098 | $825.6K | 0.00% | +45,983+228.6% | Added |
| Truist Financial Corp | 64,957 | $811.3K | 0.00% | 00.0% | Unchanged |
| Virtus Investment Advisers, Inc. | 63,686 | $795.4K | 0.22% | −5,367−7.8% | Reduced |
| Caxton Associates LLP | 63,655 | $795.1K | 0.02% | +15,629+32.5% | Added |
| Advisor Group Holdings, Inc. | 57,071 | $713.0K | 0.00% | −1,925−3.3% | Reduced |
| Connor, Clark & Lunn Investment Management Ltd. | 50,263 | $627.8K | 0.00% | −50,673−50.2% | Reduced |
| US Bancorp | 50,000 | $624.5K | 0.00% | 00.0% | Unchanged |
| GFS Advisors, LLC | 49,700 | $620.8K | 0.07% | 00.0% | Unchanged |
| Royal Bank of Canada | 49,168 | $614.0K | 0.00% | −118,244−70.6% | Reduced |
| Verdence Capital Advisors LLC | 45,753 | $571.5K | 0.03% | +1,500+3.4% | Added |
| U.S. Capital Wealth Advisors, LLC | 44,811 | $559.7K | 0.01% | +44,811 | New |
| Almitas Capital LLC | 42,885 | $535.6K | 0.12% | +42,885 | New |
| AQR Capital Management LLC | 41,471 | $518.0K | 0.00% | +41,471 | New |
| FineMark National Bank & Trust | 40,381 | $504.4K | 0.02% | 00.0% | Unchanged |
| Ieq Capital, LLC | 40,295 | $503.3K | 0.00% | −4,650−10.3% | Reduced |
| Quantbot Technologies LP | 38,356 | $479.1K | 0.02% | +35,781+1,389.6% | Added |
| Millennium Management LLC | 36,067 | $450.5K | 0.00% | −55,185−60.5% | Reduced |
| SRS Capital Advisors, Inc. | 34,936 | $436.4K | 0.01% | +34,220+4,779.3% | Added |
| Flputnam Investment Management Co | 34,483 | $430.7K | 0.01% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 34,182 | $426.9K | 0.03% | +1,100+3.3% | Added |
| Commonwealth Equity Services, LLC | 34,119 | $426.1K | 0.00% | −1,843−5.1% | Reduced |
| United Advisor Group, LLC | 32,170 | $401.8K | 0.05% | −2,196−6.4% | Reduced |
| Transcend Wealth Collective, LLC | 29,451 | $367.8K | 0.03% | +805+2.8% | Added |
| Wealth Enhancement Advisory Services, LLC | 28,755 | $364.0K | 0.00% | +16,644+137.4% | Added |
| Texas Capital Bank Wealth Management Services Inc | 28,125 | $351.3K | 0.02% | +28,125 | New |
| Mackenzie Financial Corp | 27,466 | $348.4K | 0.00% | +857+3.2% | Added |
| Glenmede Trust Co NA | 25,175 | $314.4K | 0.00% | +25,175 | New |
| NewEdge Wealth, LLC | 24,760 | $309.3K | 0.00% | +24,760 | New |
| Independent Financial Group, LLC | 24,559 | $306.7K | 0.01% | 00.0% | Unchanged |
| Virtu Financial LLC | 22,791 | $285.0K | 0.01% | +22,791 | New |
| Fisher Asset Management, LLC | 22,461 | $280.5K | 0.00% | 00.0% | Unchanged |
| SMH Capital Advisors Inc | 22,138 | $276.5K | 0.56% | +213+1.0% | Added |
| Northern Trust Corp | 21,677 | $270.7K | 0.00% | −2,581−10.6% | Reduced |
| Squarepoint Ops LLC | 21,470 | $268.2K | 0.00% | +21,470 | New |
| Clarus Group, Inc. | 21,291 | $265.9K | 0.10% | 00.0% | Unchanged |
| Aptus Capital Advisors, LLC | 21,291 | $265.9K | 0.00% | +21,291 | New |
| Farther Finance Advisors, LLC | 21,200 | $264.8K | 0.00% | +2,100+11.0% | Added |
| Janney Montgomery Scott LLC | 21,007 | $262.0K | 0.00% | −14,975−41.6% | Reduced |
| MAI Capital Management | 20,797 | $259.8K | 0.00% | 00.0% | Unchanged |
| Savant Capital, LLC | 20,039 | $250.3K | 0.00% | +627+3.2% | Added |
| Concurrent Investment Advisors, LLC | 20,000 | $249.8K | 0.00% | +20,000 | New |