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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.

Institutional holdersQ1 2026: 156 institutions
Q1 2021: 90 institutionsQ2 2021: 90 institutionsQ3 2021: 95 institutionsQ4 2021: 96 institutionsQ1 2022: 101 institutionsQ2 2022: 107 institutionsQ3 2022: 95 institutionsQ4 2022: 110 institutionsQ1 2023: 104 institutionsQ2 2023: 98 institutionsQ3 2023: 105 institutionsQ4 2023: 121 institutionsQ1 2024: 111 institutionsQ2 2024: 117 institutionsQ3 2024: 124 institutionsQ4 2024: 115 institutionsQ1 2025: 119 institutionsQ2 2025: 150 institutionsQ3 2025: 150 institutionsQ4 2025: 152 institutionsQ1 2026: 156 institutionsQ2 2026: 142 institutions
Value heldQ1 2026: $280.7M
Q1 2021: $181.0MQ2 2021: $179.8MQ3 2021: $174.9MQ4 2021: $169.0MQ1 2022: $176.3MQ2 2022: $148.9MQ3 2022: $125.2MQ4 2022: $167.2MQ1 2023: $153.5MQ2 2023: $162.5MQ3 2023: $162.3MQ4 2023: $188.9MQ1 2024: $204.3MQ2 2024: $227.7MQ3 2024: $210.3MQ4 2024: $238.0MQ1 2025: $298.4MQ2 2025: $347.8MQ3 2025: $321.6MQ4 2025: $329.7MQ1 2026: $280.7MQ2 2026: $279.0M
Institutions holding CGBD and their total value by quarter
QuarterHoldersValue
Q2 2026142$279.0M
Q1 2026156$280.7M
Q4 2025152$329.7M
Q3 2025150$321.6M
Q2 2025150$347.8M
Q1 2025119$298.4M
Q4 2024115$238.0M
Q3 2024124$210.3M
Q2 2024117$227.7M
Q1 2024111$204.3M
Q4 2023121$188.9M
Q3 2023105$162.3M
Q2 202398$162.5M
Q1 2023104$153.5M
Q4 2022110$167.2M
Q3 202295$125.2M
Q2 2022107$148.9M
Q1 2022101$176.3M
Q4 202196$169.0M
Q3 202195$174.9M
Q2 202190$179.8M
Q1 202190$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.

Institutions holding CGBD in Q1 2026
InstitutionSharesValue% of portfolioChange in sharesAction
Acadian Asset Management LLC11$00.00%00.0%Unchanged
Altshuler Shaham Ltd1$20.00%+1New
SHP Wealth Management0$40.00%−1,158−100.0%Reduced
WealthCollab, LLC45$4930.00%+45New
Caitong International Asset Management Co., Ltd68$7440.00%+68New
GWM Advisors LLC161$1.76K0.00%00.0%Unchanged
AdvisorNet Financial, Inc286$3.13K0.00%−6,235−95.6%Reduced
Chelsea Counsel Co340$3.86K0.00%00.0%Unchanged
Quantbot Technologies LP388$4.25K0.00%−37,968−99.0%Reduced
NBC Securities, Inc.400$4.38K0.00%00.0%Unchanged
Harbor Investment Advisory, LLC450$4.92K0.00%00.0%Unchanged
Avion Wealth500$5.00K0.00%00.0%Unchanged
Simplex Trading, LLC458$5.01K0.00%+269+142.3%Added
Dunhill Financial, LLC660$7.22K0.00%00.0%Unchanged
LGT Financial Advisors LLC1,290$14.1K0.07%00.0%Unchanged
Northwestern Mutual Wealth Management Co1,530$16.7K0.00%00.0%Unchanged
Advisory Services Network, LLC1,886$20.6K0.00%+1,886New
Harbour Investments, Inc.1,909$20.9K0.00%+1,909New
Heritage Wealth Advisors2,100$23.0K0.00%00.0%Unchanged
Nomura Asset Management Co Ltd2,336$25.6K0.00%+1,967+533.1%Added
Allworth Financial LP2,531$27.7K0.00%+3+0.1%Added
State of Alaska, Department of Revenue3,011$32.0K0.00%00.0%Unchanged
Rossby Financial, LCC3,000$32.6K0.01%+1,000+50.0%Added
Burk Holdings LLC3,499$38.3K0.02%+3,499New
BNP Paribas Arbitrage, SA3,678$40.2K0.00%00.0%Unchanged
Tower Research Capital LLC (TRC)4,425$48.4K0.00%−8,288−65.2%Reduced
Security National Bank4,911$53.7K0.01%00.0%Unchanged
Triumph Capital Management5,279$59.9K0.01%−1,607−23.3%Reduced
Catalyst Capital Advisors LLC7,087$77.5K0.00%00.0%Unchanged
Activest Wealth Management8,125$88.9K0.02%+2,118+35.3%Added
Sound Income Strategies, LLC9,383$101.9K0.00%00.0%Unchanged
Beaumont Financial Advisors, LLC10,030$109.7K0.01%+10,030New
First Affirmative Financial Network10,084$110.3K0.04%+10,084New
Squarepoint Ops LLC10,541$115.3K0.00%−10,929−50.9%Reduced
Blair William & Co10,894$119.2K0.00%+10,894New
Great Valley Advisor Group, Inc.11,100$121.4K0.00%00.0%Unchanged
Bryn Mawr Trust Co11,700$128.0K0.00%+11,700New
SCS Capital Management LLC11,314$128.3K0.00%00.0%Unchanged
CFO4Life Group, LLC12,084$132.2K0.02%+12,084New
Virtu Financial LLC12,980$142.0K0.01%−9,811−43.0%Reduced
Glenview Trust Co14,000$153.2K0.00%+14,000New
Eagle Strategies LLC14,863$162.6K0.02%00.0%Unchanged
Caxton Associates LLP15,424$168.7K0.00%−48,231−75.8%Reduced
OpenArc Corporate Advisory, LLC15,526$169.9K0.00%00.0%Unchanged
Group One Trading, L.P.15,903$174.0K0.01%+15,903New
Catalina Capital Group, LLC15,966$174.7K0.11%+15,966New
Dorsey & Whitney Trust CO LLC16,136$176.5K0.01%00.0%Unchanged
Wealth Enhancement Advisory Services, LLC16,794$184.1K0.00%−11,961−41.6%Reduced
Janney Montgomery Scott LLC17,304$189.0K0.00%−3,703−17.6%Reduced
Mercer Global Advisors Inc17,562$192.1K0.00%00.0%Unchanged
International Assets Investment Management, LLC18,125$196.8K0.01%00.0%Unchanged
Cornerstone Advisory, LLC18,415$201.5K0.02%+238+1.3%Added
Entropy Technologies, LP18,913$206.9K0.01%+5,146+37.4%Added
nVerses Capital, LLC19,664$215.1K0.20%+19,664New
Caz Investments LP20,000$218.8K0.26%+20,000New
JPMorgan Chase & Co19,500$220.2K0.00%−102,112−84.0%Reduced
Trexquant Investment LP20,255$221.6K0.00%+20,255New
Savant Capital, LLC20,661$226.0K0.00%+622+3.1%Added
Aquatic Capital Management LLC21,274$232.7K0.01%+17,978+545.4%Added
Aptus Capital Advisors, LLC21,291$232.9K0.00%00.0%Unchanged
Clarus Group, Inc.21,291$232.9K0.08%00.0%Unchanged
Summit Financial, LLC21,130$239.6K0.00%+21,130New
SMH Capital Advisors Inc22,138$242.2K0.68%00.0%Unchanged
MQS Management LLC22,283$243.8K0.16%+22,283New
Independent Financial Group, LLC22,882$250.3K0.01%−1,677−6.8%Reduced
Fisher Asset Management, LLC22,931$250.9K0.00%+470+2.1%Added
Susquehanna International Group, LLP23,225$254.1K0.00%−48,529−67.6%Reduced
NewEdge Wealth, LLC24,760$270.9K0.00%00.0%Unchanged
Transcend Wealth Collective, LLC25,015$273.7K0.02%−4,436−15.1%Reduced
Schonfeld Strategic Advisors LLC25,116$274.8K0.00%+25,116New
Glenmede Trust Co NA25,175$275.4K0.00%00.0%Unchanged
Mackenzie Financial Corp27,596$301.9K0.00%+130+0.5%Added
Cerberus Capital Management, L.P.30,000$328.2K0.01%+30,000New
Commonwealth Equity Services, LLC31,580$345.5K0.00%−2,539−7.4%Reduced
United Advisor Group, LLC32,298$353.3K0.04%+128+0.4%Added
TrueMark Investments, LLC32,883$359.7K0.07%−78,961−70.6%Reduced
MAI Capital Management33,774$369.5K0.00%+12,977+62.4%Added
Sunbelt Securities, Inc.34,197$374.1K0.02%+150.0%Added
Whipplewood Advisors, LLC34,853$381.3K0.20%+17,373+99.4%Added
Farther Finance Advisors, LLC35,178$382.0K0.00%+13,978+65.9%Added
XTX Topco Ltd37,112$406.0K0.01%−56,652−60.4%Reduced
Brevan Howard Capital Management LP38,225$418.2K0.00%−47,546−55.4%Reduced
Lido Advisors, LLC37,512$425.4K0.00%−41,575−52.6%Reduced
Ieq Capital, LLC40,295$440.8K0.00%00.0%Unchanged
Commerce Bank40,381$441.8K0.00%+40,381New
Royal Bank of Canada41,141$450.0K0.00%−8,027−16.3%Reduced
AQR Capital Management LLC41,191$450.6K0.00%−280−0.7%Reduced
Verdence Capital Advisors LLC41,955$459.0K0.03%−3,798−8.3%Reduced
Almitas Capital LLC42,885$469.2K0.11%00.0%Unchanged
Nelson, Van Denburg & Campbell Wealth Management Group, LLC43,047$470.9K0.01%+25,511+145.5%Added
DRW Securities, LLC44,010$481.5K0.03%+44,010New
Steward Partners Investment Advisory, LLC47,990$525.0K0.00%−18,108−27.4%Reduced
US Bancorp50,000$547.0K0.00%00.0%Unchanged
Advisor Group Holdings, Inc.50,579$553.5K0.00%−6,492−11.4%Reduced
Virtus Investment Advisers, Inc.55,723$609.6K0.17%−7,963−12.5%Reduced
CWM, LLC56,873$622.2K0.00%+47,533+508.9%Added
Truist Financial Corp67,757$741.3K0.00%+2,800+4.3%Added
Neuberger Berman Group LLC71,301$780.0K0.00%−1,783−2.4%Reduced
U.S. Capital Wealth Advisors, LLC71,432$781.5K0.02%+26,621+59.4%Added
Texas Capital Bank Wealth Management Services Inc72,014$787.8K0.05%+43,889+156.0%Added