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 |
|---|---|---|---|---|---|
| Acadian Asset Management LLC | 11 | $0 | 0.00% | 00.0% | Unchanged |
| Citigroup Inc | 1 | $12 | 0.00% | −576−99.8% | Reduced |
| GWM Advisors LLC | 161 | $2.01K | 0.00% | 00.0% | Unchanged |
| Simplex Trading, LLC | 189 | $2.36K | 0.00% | −14−6.9% | Reduced |
| Aspect Partners, LLC | 272 | $3.40K | 0.00% | +272 | New |
| Truvestments Capital LLC | 289 | $3.61K | 0.00% | 00.0% | Unchanged |
| Chelsea Counsel Co | 340 | $4.38K | 0.00% | 00.0% | Unchanged |
| Nomura Asset Management Co Ltd | 369 | $4.61K | 0.00% | +369 | New |
| NBC Securities, Inc. | 400 | $5.00K | 0.00% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 450 | $5.62K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 500 | $6.00K | 0.00% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 660 | $8.24K | 0.00% | +162+32.5% | Added |
| Nalls Sherbakoff Group, LLC | 750 | $9.37K | 0.01% | 00.0% | Unchanged |
| SHP Wealth Management | 1,158 | $14.5K | 0.00% | +1,158 | New |
| Flagship Harbor Advisors, LLC | 1,277 | $16.0K | 0.00% | +1,277 | New |
| LGT Financial Advisors LLC | 1,290 | $16.1K | 0.10% | +1,290 | New |
| Northwestern Mutual Wealth Management Co | 1,530 | $19.1K | 0.00% | 00.0% | Unchanged |
| Rossby Financial, LCC | 2,000 | $25.0K | 0.01% | 00.0% | Unchanged |
| Heritage Wealth Advisors | 2,100 | $26.2K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 2,528 | $31.6K | 0.00% | 00.0% | Unchanged |
| State of Alaska, Department of Revenue | 3,011 | $37.0K | 0.00% | 00.0% | Unchanged |
| Aquatic Capital Management LLC | 3,296 | $41.2K | 0.00% | −24,310−88.1% | Reduced |
| BNP Paribas Arbitrage, SA | 3,678 | $45.9K | 0.00% | −300−7.5% | Reduced |
| Kestra Advisory Services, LLC | 3,777 | $47.2K | 0.00% | +3,777 | New |
| Security National Bank | 4,911 | $61.3K | 0.01% | −180−3.5% | Reduced |
| EMC Capital Management | 5,543 | $69.0K | 0.03% | −978−15.0% | Reduced |
| Activest Wealth Management | 6,007 | $75.0K | 0.01% | −2,118−26.1% | Reduced |
| AdvisorNet Financial, Inc | 6,521 | $81.5K | 0.00% | −2,587−28.4% | Reduced |
| Triumph Capital Management | 6,886 | $86.0K | 0.02% | −31,926−82.3% | Reduced |
| Catalyst Capital Advisors LLC | 7,087 | $88.5K | 0.00% | 00.0% | Unchanged |
| SG Americas Securities, LLC | 8,929 | $112.0K | 0.00% | +8,929 | New |
| CWM, LLC | 9,340 | $117.0K | 0.00% | −430−4.4% | Reduced |
| Sound Income Strategies, LLC | 9,383 | $120.7K | 0.01% | +7,946+553.0% | Added |
| Keebeck Wealth Management, LLC | 10,000 | $128.9K | 0.01% | −21,000−67.7% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 10,827 | $135.0K | 0.00% | +136+1.3% | Added |
| Great Valley Advisor Group, Inc. | 11,100 | $138.6K | 0.00% | 00.0% | Unchanged |
| SCS Capital Management LLC | 11,314 | $145.8K | 0.00% | 00.0% | Unchanged |
| Financial Alternatives, Inc | 11,930 | $149.0K | 0.09% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 12,713 | $158.8K | 0.00% | +12,310+3,054.6% | Added |
| Stifel Financial Corp | 13,520 | $168.9K | 0.00% | −7,300−35.1% | Reduced |
| Entropy Technologies, LP | 13,767 | $171.9K | 0.01% | +13,767 | New |
| Nomura Holdings Inc | 14,375 | $179.5K | 0.00% | +14,375 | New |
| National Bank of Canada | 14,632 | $182.9K | 0.00% | −262−1.8% | Reduced |
| Eagle Strategies LLC | 14,863 | $185.6K | 0.02% | 00.0% | Unchanged |
| OpenArc Corporate Advisory, LLC | 15,526 | $193.9K | 0.00% | +15,526 | New |
| Dorsey & Whitney Trust CO LLC | 16,136 | $201.5K | 0.01% | +16,136 | New |
| Whipplewood Advisors, LLC | 17,480 | $218.3K | 0.14% | −20,610−54.1% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 17,536 | $219.0K | 0.01% | +7,243+70.4% | Added |
| Mercer Global Advisors Inc | 17,562 | $219.3K | 0.00% | −337−1.9% | Reduced |
| International Assets Investment Management, LLC | 18,125 | $226.4K | 0.02% | 00.0% | Unchanged |
| Cornerstone Advisory, LLC | 18,177 | $227.0K | 0.02% | +18,177 | New |
| Verition Fund Management LLC | 19,533 | $244.0K | 0.00% | −58,414−74.9% | Reduced |
| Concurrent Investment Advisors, LLC | 20,000 | $249.8K | 0.00% | +20,000 | New |
| Savant Capital, LLC | 20,039 | $250.3K | 0.00% | +627+3.2% | Added |
| MAI Capital Management | 20,797 | $259.8K | 0.00% | 00.0% | Unchanged |
| Janney Montgomery Scott LLC | 21,007 | $262.0K | 0.00% | −14,975−41.6% | Reduced |
| Farther Finance Advisors, LLC | 21,200 | $264.8K | 0.00% | +2,100+11.0% | Added |
| 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 |
| Squarepoint Ops LLC | 21,470 | $268.2K | 0.00% | +21,470 | New |
| Northern Trust Corp | 21,677 | $270.7K | 0.00% | −2,581−10.6% | Reduced |
| SMH Capital Advisors Inc | 22,138 | $276.5K | 0.56% | +213+1.0% | Added |
| Fisher Asset Management, LLC | 22,461 | $280.5K | 0.00% | 00.0% | Unchanged |
| Virtu Financial LLC | 22,791 | $285.0K | 0.01% | +22,791 | New |
| Independent Financial Group, LLC | 24,559 | $306.7K | 0.01% | 00.0% | Unchanged |
| NewEdge Wealth, LLC | 24,760 | $309.3K | 0.00% | +24,760 | New |
| Glenmede Trust Co NA | 25,175 | $314.4K | 0.00% | +25,175 | New |
| Mackenzie Financial Corp | 27,466 | $348.4K | 0.00% | +857+3.2% | Added |
| Texas Capital Bank Wealth Management Services Inc | 28,125 | $351.3K | 0.02% | +28,125 | New |
| Wealth Enhancement Advisory Services, LLC | 28,755 | $364.0K | 0.00% | +16,644+137.4% | Added |
| Transcend Wealth Collective, LLC | 29,451 | $367.8K | 0.03% | +805+2.8% | Added |
| United Advisor Group, LLC | 32,170 | $401.8K | 0.05% | −2,196−6.4% | Reduced |
| Commonwealth Equity Services, LLC | 34,119 | $426.1K | 0.00% | −1,843−5.1% | Reduced |
| Sunbelt Securities, Inc. | 34,182 | $426.9K | 0.03% | +1,100+3.3% | Added |
| Flputnam Investment Management Co | 34,483 | $430.7K | 0.01% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 34,936 | $436.4K | 0.01% | +34,220+4,779.3% | Added |
| Millennium Management LLC | 36,067 | $450.5K | 0.00% | −55,185−60.5% | Reduced |
| Quantbot Technologies LP | 38,356 | $479.1K | 0.02% | +35,781+1,389.6% | Added |
| Ieq Capital, LLC | 40,295 | $503.3K | 0.00% | −4,650−10.3% | Reduced |
| FineMark National Bank & Trust | 40,381 | $504.4K | 0.02% | 00.0% | Unchanged |
| AQR Capital Management LLC | 41,471 | $518.0K | 0.00% | +41,471 | New |
| Almitas Capital LLC | 42,885 | $535.6K | 0.12% | +42,885 | New |
| U.S. Capital Wealth Advisors, LLC | 44,811 | $559.7K | 0.01% | +44,811 | New |
| Verdence Capital Advisors LLC | 45,753 | $571.5K | 0.03% | +1,500+3.4% | Added |
| Royal Bank of Canada | 49,168 | $614.0K | 0.00% | −118,244−70.6% | Reduced |
| GFS Advisors, LLC | 49,700 | $620.8K | 0.07% | 00.0% | Unchanged |
| US Bancorp | 50,000 | $624.5K | 0.00% | 00.0% | Unchanged |
| Connor, Clark & Lunn Investment Management Ltd. | 50,263 | $627.8K | 0.00% | −50,673−50.2% | Reduced |
| Advisor Group Holdings, Inc. | 57,071 | $713.0K | 0.00% | −1,925−3.3% | Reduced |
| Caxton Associates LLP | 63,655 | $795.1K | 0.02% | +15,629+32.5% | Added |
| Virtus Investment Advisers, Inc. | 63,686 | $795.4K | 0.22% | −5,367−7.8% | Reduced |
| Truist Financial Corp | 64,957 | $811.3K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 66,098 | $825.6K | 0.00% | +45,983+228.6% | Added |
| Pension & Wealth Management Advisors, Inc. | 66,798 | $834.3K | 0.25% | +4,625+7.4% | Added |
| Citadel Advisors LLC | 69,959 | $873.8K | 0.00% | +69,959 | New |
| HighTower Advisors, LLC | 70,171 | $876.4K | 0.00% | −1,404−2.0% | Reduced |
| Susquehanna International Group, LLP | 71,754 | $896.2K | 0.00% | +71,754 | New |
| Neuberger Berman Group LLC | 73,084 | $912.8K | 0.00% | −8,399−10.3% | Reduced |
| Denali Advisors LLC | 75,146 | $938.6K | 0.10% | −36,065−32.4% | Reduced |
| Cetera Investment Advisers | 75,920 | $948.2K | 0.00% | −4,769−5.9% | Reduced |