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 |
|---|---|---|---|---|---|
| Envestnet Asset Management Inc | 76,315 | $953.2K | 0.00% | −3,580−4.5% | Reduced |
| Naviter Wealth, LLC | 76,464 | $985.6K | 0.13% | −13,966−15.4% | Reduced |
| Global Retirement Partners, LLC | 79,467 | $992.5K | 0.02% | −9,441−10.6% | Reduced |
| Pathstone Holdings, LLC | 79,619 | $994.4K | 0.00% | +1,924+2.5% | Added |
| Lido Advisors, LLC | 79,087 | $1.02M | 0.00% | −6,179−7.2% | Reduced |
| Brevan Howard Capital Management LP | 85,771 | $1.07M | 0.02% | −22,865−21.0% | Reduced |
| Great West Life Assurance Co | 91,576 | $1.15M | 0.00% | +3,224+3.6% | Added |
| XTX Topco Ltd | 93,764 | $1.17M | 0.03% | +93,764 | New |
| Samalin Investment Counsel, LLC | 97,454 | $1.22M | 0.43% | +97,454 | New |
| Comerica Bank | 99,255 | $1.24M | 0.00% | +256+0.3% | Added |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 100,250 | $1.25M | 0.00% | 00.0% | Unchanged |
| Lansforsakringar Fondforvaltning AB (publ) | 105,100 | $1.31M | 0.01% | +105,100 | New |
| LPL Financial LLC | 109,901 | $1.37M | 0.00% | +5,279+5.0% | Added |
| Bright Futures Wealth Management, LLC. | 111,522 | $1.39M | 1.03% | +15,048+15.6% | Added |
| TrueMark Investments, LLC | 111,844 | $1.40M | 0.27% | +93,731+517.5% | Added |
| JPMorgan Chase & Co | 121,612 | $1.52M | 0.00% | +100,112+465.6% | Added |
| Doliver Advisors, LP | 122,581 | $1.53M | 0.38% | 00.0% | Unchanged |
| Raymond James Financial Inc | 130,886 | $1.63M | 0.00% | −44,388−25.3% | Reduced |
| Ameriprise Financial Inc | 138,133 | $1.73M | 0.00% | +19,186+16.1% | Added |
| Ethos Financial Group, LLC | 140,177 | $1.75M | 0.13% | −25,598−15.4% | Reduced |
| WCG Wealth Advisors LLC | 147,141 | $1.84M | 0.05% | +147,141 | New |
| Colony Group, LLC | 151,749 | $1.90M | 0.00% | +151,749 | New |
| CI Private Wealth, LLC | 174,650 | $2.18M | 0.00% | −118,195−40.4% | Reduced |
| Hennion & Walsh Asset Management, Inc. | 176,354 | $2.20M | 0.08% | +9,042+5.4% | Added |
| Russell Investments Group, Ltd. | 202,640 | $2.53M | 0.00% | +202,640 | New |
| Advisors Asset Management, Inc. | 203,725 | $2.54M | 0.04% | −32,442−13.7% | Reduced |
| Cliffwater LLC | 207,319 | $2.59M | 0.54% | 00.0% | Unchanged |
| Hager Investment Management Services, LLC | 224,204 | $2.80M | 1.53% | −12,254−5.2% | Reduced |
| Novare Capital Management LLC | 241,050 | $3.01M | 0.23% | +36,400+17.8% | Added |
| Closed-End Fund Advisors, Inc. | 255,435 | $3.19M | 1.88% | +255,435 | New |
| Jane Street Group, LLC | 256,473 | $3.20M | 0.00% | +256,473 | New |
| Wells Fargo & Company | 269,719 | $3.37M | 0.00% | −1,580−0.6% | Reduced |
| BI Asset Management Fondsmaeglerselskab A/S | 293,858 | $3.67M | 0.03% | +25,976+9.7% | Added |
| Two Sigma Advisers, LP | 300,500 | $3.75M | 0.01% | −184,200−38.0% | Reduced |
| Bank of America Corp | 344,421 | $4.30M | 0.00% | −328,968−48.9% | Reduced |
| LSV Asset Management | 366,750 | $4.58M | 0.01% | −26,700−6.8% | Reduced |
| Rockefeller Capital Management L.P. | 428,516 | $5.35M | 0.01% | +96,245+29.0% | Added |
| BlackRock, Inc. | 494,132 | $6.17M | 0.00% | +1,003+0.2% | Added |
| Toronto Dominion Bank | 500,000 | $6.25M | 0.01% | +500,000 | New |
| Legal & General Group Plc | 518,842 | $6.49M | 0.00% | +78,404+17.8% | Added |
| Sumitomo Mitsui Trust Holdings, Inc. | 519,735 | $6.49M | 0.00% | +101,242+24.2% | Added |
| Mariner, LLC | 543,895 | $6.84M | 0.01% | +874+0.2% | Added |
| Muzinich & Co., Inc. | 736,442 | $9.20M | 2.89% | +236,524+47.3% | Added |
| Two Sigma Investments, LP | 737,400 | $9.21M | 0.01% | +9,830+1.4% | Added |
| UBS Group AG | 862,260 | $10.8M | 0.00% | +226,776+35.7% | Added |
| Invesco Ltd. | 887,656 | $11.1M | 0.00% | −13,581−1.5% | Reduced |
| CF Capital LLC | 912,220 | $11.4M | 5.66% | +436,086+91.6% | Added |
| RSM US Wealth Management LLC | 1,385,100 | $17.6M | 0.22% | −73,608−5.0% | Reduced |
| Van Eck Associates Corp | 1,692,268 | $21.1M | 0.02% | −137,251−7.5% | Reduced |
| Rivernorth Capital Management, LLC | 1,900,728 | $23.7M | 1.12% | +699,586+58.2% | Added |
| Morgan Stanley | 2,574,644 | $32.2M | 0.00% | +161,973+6.7% | Added |
| Creative Planning | 3,466,030 | $43.3M | 0.03% | −1,165,420−25.2% | Reduced |
| Qube Research & Technologies Ltd | 0 | $0 | 0.00% | −206,966−100.0% | Sold out |
| Condor Capital Management | 0 | $0 | 0.00% | −182,951−100.0% | Sold out |
| Kovitz Investment Group Partners, LLC | 0 | $0 | 0.00% | −151,749−100.0% | Sold out |
| Summit Trail Advisors, LLC | 0 | $0 | 0.00% | −146,027−100.0% | Sold out |
| Marshall Wace, LLP | 0 | $0 | 0.00% | −140,736−100.0% | Sold out |
| Y-Intercept (Hong Kong) Ltd | 0 | $0 | 0.00% | −127,321−100.0% | Sold out |
| Quadrature Capital Ltd | 0 | $0 | 0.00% | −51,610−100.0% | Sold out |
| D. E. Shaw & Co., Inc. | 0 | $0 | 0.00% | −47,963−100.0% | Sold out |
| MQS Management LLC | 0 | $0 | 0.00% | −30,243−100.0% | Sold out |
| Patton Albertson Miller Group, LLC | 0 | $0 | 0.00% | −25,114−100.0% | Sold out |
| Aigen Investment Management, LP | 0 | $0 | 0.00% | −19,117−100.0% | Sold out |
| Arista Wealth Management, LLC | 0 | $0 | 0.00% | −17,573−100.0% | Sold out |
| Goldman Sachs Group Inc | 0 | $0 | 0.00% | −17,289−100.0% | Sold out |
| HB Wealth Management, LLC | 0 | $0 | 0.00% | −13,940−100.0% | Sold out |
| Catalina Capital Group, LLC | 0 | $0 | 0.00% | −12,698−100.0% | Sold out |
| Advisory Research Inc | 0 | $0 | 0.00% | −11,340−100.0% | Sold out |
| Cerity Partners LLC | 0 | $0 | 0.00% | −11,146−100.0% | Sold out |
| Equitable Holdings, Inc. | 0 | $0 | 0.00% | −10,713−100.0% | Sold out |
| Private Wealth Management Group, LLC | 0 | $0 | 0.00% | −1,904−100.0% | Sold out |
| Trust Co of Vermont | 0 | $0 | 0.00% | −1,080−100.0% | Sold out |
| Ameritas Advisory Services, LLC | 0 | $0 | 0.00% | −750−100.0% | Sold out |
| CX Institutional | 0 | $0 | 0.00% | −601−100.0% | Sold out |
| Advisory Services Network, LLC | 0 | $0 | 0.00% | −386−100.0% | Sold out |
| Barclays PLC | 0 | $0 | 0.00% | −301−100.0% | Sold out |
| Wealthspire Advisors, LLC | 0 | $0 | 0.00% | −219−100.0% | Sold out |
| Jones Financial Companies LLLP | 0 | $0 | 0.00% | −180−100.0% | Sold out |
| Caitong International Asset Management Co., Ltd | 0 | $0 | 0.00% | −10−100.0% | Sold out |
| Gries Financial LLC | – | – | – | – | Not filed |
| 1858 Wealth Management, LLC | – | – | – | – | Not filed |
| Glenmede Investment Management, LP | – | – | – | – | Not filed |
| AllSquare Wealth Management LLC | – | – | – | – | Not filed |