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, Q1 2026
Institutional positions in Carlyle Secured Lending, Inc. as of Mar 31, 2026. 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
- 156
- +8 vs. Q4 2025
- Shares held
- 25.6M
- −516.2K (−2.0%) vs. Q4 2025
- Total value
- $280.7M
- −$46.2M (−14.1%) vs. Q4 2025
- New holders
- 30
- 46 more added
- Sold out
- 22
- 46 more reduced
4 institutions that held it in Q4 2025 haven't filed for Q1 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2026
Shares, value and share of portfolio for each institution holding Carlyle Secured Lending, Inc.; share changes are against Q4 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Creative Planning | 3,231,986 | $35.4M | 0.02% | −234,044−6.8% | Reduced |
| Morgan Stanley | 2,634,781 | $28.8M | 0.00% | +60,137+2.3% | Added |
| RSM US Wealth Management LLC | 1,388,224 | $15.7M | 0.19% | +3,124+0.2% | Added |
| Van Eck Associates Corp | 1,312,471 | $14.4M | 0.01% | −379,797−22.4% | Reduced |
| Invesco Ltd. | 1,310,823 | $14.3M | 0.00% | +423,167+47.7% | Added |
| Rivernorth Capital Management, LLC | 1,272,507 | $13.9M | 0.70% | −628,221−33.1% | Reduced |
| UBS Group AG | 1,236,553 | $13.5M | 0.00% | +374,293+43.4% | Added |
| Muzinich & Co., Inc. | 737,744 | $8.07M | 2.82% | +1,302+0.2% | Added |
| Two Sigma Investments, LP | 630,918 | $6.90M | 0.01% | −106,482−14.4% | Reduced |
| Russell Investments Group, Ltd. | 587,183 | $6.42M | 0.01% | +384,543+189.8% | Added |
| Legal & General Group Plc | 551,582 | $6.03M | 0.00% | +32,740+6.3% | Added |
| Mariner, LLC | 548,525 | $6.00M | 0.01% | +4,630+0.9% | Added |
| Sumitomo Mitsui Trust Holdings, Inc. | 519,735 | $5.69M | 0.00% | 00.0% | Unchanged |
| Toronto Dominion Bank | 450,000 | $4.92M | 0.01% | −50,000−10.0% | Reduced |
| Rockefeller Capital Management L.P. | 447,638 | $4.90M | 0.01% | +19,122+4.5% | Added |
| CF Capital LLC | 387,518 | $4.24M | 5.11% | −524,702−57.5% | Reduced |
| LSV Asset Management | 352,150 | $3.85M | 0.01% | −14,600−4.0% | Reduced |
| Colony Group, LLC | 304,864 | $3.34M | 0.00% | +153,115+100.9% | Added |
| BlackRock, Inc. | 283,480 | $3.10M | 0.00% | −210,652−42.6% | Reduced |
| BI Asset Management Fondsmaeglerselskab A/S | 282,558 | $3.09M | 0.03% | −11,300−3.8% | Reduced |
| Novare Capital Management LLC | 251,395 | $2.75M | 0.22% | +10,345+4.3% | Added |
| Bank of America Corp | 250,889 | $2.74M | 0.00% | −93,532−27.2% | Reduced |
| Ares Management LLC | 240,000 | $2.63M | 0.17% | +240,000 | New |
| Advisors Asset Management, Inc. | 211,322 | $2.31M | 0.04% | +7,597+3.7% | Added |
| Cliffwater LLC | 207,319 | $2.27M | 0.60% | 00.0% | Unchanged |
| Hager Investment Management Services, LLC | 200,487 | $2.19M | 1.21% | −23,717−10.6% | Reduced |
| Wells Fargo & Company | 199,166 | $2.18M | 0.00% | −70,553−26.2% | Reduced |
| HighTower Advisors, LLC | 196,706 | $2.15M | 0.00% | +126,535+180.3% | Added |
| SRS Capital Advisors, Inc. | 190,340 | $2.08M | 0.06% | +155,404+444.8% | Added |
| WCG Wealth Advisors LLC | 186,691 | $2.04M | 0.06% | +39,550+26.9% | Added |
| Millennium Management LLC | 179,500 | $1.96M | 0.00% | +143,433+397.7% | Added |
| CI Private Wealth, LLC | 175,301 | $1.92M | 0.00% | +651+0.4% | Added |
| Significant Wealth Partners LLC | 162,306 | $1.78M | 2.19% | +162,306 | New |
| Ethos Financial Group, LLC | 140,177 | $1.75M | 0.13% | 00.0% | Unchanged |
| LPL Financial LLC | 153,444 | $1.68M | 0.00% | +43,543+39.6% | Added |
| Y-Intercept (Hong Kong) Ltd | 151,465 | $1.66M | 0.03% | +151,465 | New |
| Zions Bancorporation, National Association | 146,742 | $1.61M | 0.10% | +146,742 | New |
| Ameriprise Financial Inc | 145,724 | $1.59M | 0.00% | +7,591+5.5% | Added |
| Hennion & Walsh Asset Management, Inc. | 144,959 | $1.59M | 0.05% | −31,395−17.8% | Reduced |
| Lansforsakringar Fondforvaltning AB (publ) | 134,949 | $1.48M | 0.01% | +29,849+28.4% | Added |
| Doliver Advisors, LP | 126,681 | $1.39M | 0.32% | +4,100+3.3% | Added |
| Alpine Global Management, LLC | 115,663 | $1.27M | 0.19% | +115,663 | New |
| Samalin Investment Counsel, LLC | 107,107 | $1.17M | 0.42% | +9,653+9.9% | Added |
| Raymond James Financial Inc | 104,085 | $1.14M | 0.00% | −26,801−20.5% | Reduced |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 100,250 | $1.10M | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 99,557 | $1.09M | 0.00% | +99,557 | New |
| Closed-End Fund Advisors, Inc. | 98,785 | $1.08M | 1.10% | −156,650−61.3% | Reduced |
| Cetera Investment Advisers | 94,894 | $1.04M | 0.00% | +18,974+25.0% | Added |
| Pathstone Holdings, LLC | 81,522 | $891.8K | 0.00% | +1,903+2.4% | Added |
| Great West Life Assurance Co | 79,499 | $873.0K | 0.00% | −12,077−13.2% | Reduced |
| Pension & Wealth Management Advisors, Inc. | 75,373 | $824.6K | 0.24% | +8,575+12.8% | Added |
| Envestnet Asset Management Inc | 74,743 | $817.7K | 0.00% | −1,572−2.1% | Reduced |
| Denali Advisors LLC | 72,712 | $795.5K | 0.09% | −2,434−3.2% | Reduced |
| Balyasny Asset Management LLC | 72,463 | $792.7K | 0.00% | +72,463 | New |
| Naviter Wealth, LLC | 69,490 | $788.0K | 0.10% | −6,974−9.1% | Reduced |
| Texas Capital Bank Wealth Management Services Inc | 72,014 | $787.8K | 0.05% | +43,889+156.0% | Added |
| U.S. Capital Wealth Advisors, LLC | 71,432 | $781.5K | 0.02% | +26,621+59.4% | Added |
| Neuberger Berman Group LLC | 71,301 | $780.0K | 0.00% | −1,783−2.4% | Reduced |
| Truist Financial Corp | 67,757 | $741.3K | 0.00% | +2,800+4.3% | Added |
| CWM, LLC | 56,873 | $622.2K | 0.00% | +47,533+508.9% | Added |
| Virtus Investment Advisers, Inc. | 55,723 | $609.6K | 0.17% | −7,963−12.5% | Reduced |
| Advisor Group Holdings, Inc. | 50,579 | $553.5K | 0.00% | −6,492−11.4% | Reduced |
| US Bancorp | 50,000 | $547.0K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 47,990 | $525.0K | 0.00% | −18,108−27.4% | Reduced |
| DRW Securities, LLC | 44,010 | $481.5K | 0.03% | +44,010 | New |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 43,047 | $470.9K | 0.01% | +25,511+145.5% | Added |
| Almitas Capital LLC | 42,885 | $469.2K | 0.11% | 00.0% | Unchanged |
| Verdence Capital Advisors LLC | 41,955 | $459.0K | 0.03% | −3,798−8.3% | Reduced |
| AQR Capital Management LLC | 41,191 | $450.6K | 0.00% | −280−0.7% | Reduced |
| Royal Bank of Canada | 41,141 | $450.0K | 0.00% | −8,027−16.3% | Reduced |
| Commerce Bank | 40,381 | $441.8K | 0.00% | +40,381 | New |
| Ieq Capital, LLC | 40,295 | $440.8K | 0.00% | 00.0% | Unchanged |
| Lido Advisors, LLC | 37,512 | $425.4K | 0.00% | −41,575−52.6% | Reduced |
| Brevan Howard Capital Management LP | 38,225 | $418.2K | 0.00% | −47,546−55.4% | Reduced |
| XTX Topco Ltd | 37,112 | $406.0K | 0.01% | −56,652−60.4% | Reduced |
| Farther Finance Advisors, LLC | 35,178 | $382.0K | 0.00% | +13,978+65.9% | Added |
| Whipplewood Advisors, LLC | 34,853 | $381.3K | 0.20% | +17,373+99.4% | Added |
| Sunbelt Securities, Inc. | 34,197 | $374.1K | 0.02% | +150.0% | Added |
| MAI Capital Management | 33,774 | $369.5K | 0.00% | +12,977+62.4% | Added |
| TrueMark Investments, LLC | 32,883 | $359.7K | 0.07% | −78,961−70.6% | Reduced |
| United Advisor Group, LLC | 32,298 | $353.3K | 0.04% | +128+0.4% | Added |
| Commonwealth Equity Services, LLC | 31,580 | $345.5K | 0.00% | −2,539−7.4% | Reduced |
| Cerberus Capital Management, L.P. | 30,000 | $328.2K | 0.01% | +30,000 | New |
| Mackenzie Financial Corp | 27,596 | $301.9K | 0.00% | +130+0.5% | Added |
| Glenmede Trust Co NA | 25,175 | $275.4K | 0.00% | 00.0% | Unchanged |
| Schonfeld Strategic Advisors LLC | 25,116 | $274.8K | 0.00% | +25,116 | New |
| Transcend Wealth Collective, LLC | 25,015 | $273.7K | 0.02% | −4,436−15.1% | Reduced |
| NewEdge Wealth, LLC | 24,760 | $270.9K | 0.00% | 00.0% | Unchanged |
| Susquehanna International Group, LLP | 23,225 | $254.1K | 0.00% | −48,529−67.6% | Reduced |
| Fisher Asset Management, LLC | 22,931 | $250.9K | 0.00% | +470+2.1% | Added |
| Independent Financial Group, LLC | 22,882 | $250.3K | 0.01% | −1,677−6.8% | Reduced |
| MQS Management LLC | 22,283 | $243.8K | 0.16% | +22,283 | New |
| SMH Capital Advisors Inc | 22,138 | $242.2K | 0.68% | 00.0% | Unchanged |
| Summit Financial, LLC | 21,130 | $239.6K | 0.00% | +21,130 | New |
| Aptus Capital Advisors, LLC | 21,291 | $232.9K | 0.00% | 00.0% | Unchanged |
| Clarus Group, Inc. | 21,291 | $232.9K | 0.08% | 00.0% | Unchanged |
| Aquatic Capital Management LLC | 21,274 | $232.7K | 0.01% | +17,978+545.4% | Added |
| Savant Capital, LLC | 20,661 | $226.0K | 0.00% | +622+3.1% | Added |
| Trexquant Investment LP | 20,255 | $221.6K | 0.00% | +20,255 | New |
| JPMorgan Chase & Co | 19,500 | $220.2K | 0.00% | −102,112−84.0% | Reduced |