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 |
|---|---|---|---|---|---|
| Naviter Wealth, LLC | 69,490 | $788.0K | 0.10% | −6,974−9.1% | Reduced |
| Balyasny Asset Management LLC | 72,463 | $792.7K | 0.00% | +72,463 | New |
| Denali Advisors LLC | 72,712 | $795.5K | 0.09% | −2,434−3.2% | Reduced |
| Envestnet Asset Management Inc | 74,743 | $817.7K | 0.00% | −1,572−2.1% | Reduced |
| Pension & Wealth Management Advisors, Inc. | 75,373 | $824.6K | 0.24% | +8,575+12.8% | Added |
| Great West Life Assurance Co | 79,499 | $873.0K | 0.00% | −12,077−13.2% | Reduced |
| Pathstone Holdings, LLC | 81,522 | $891.8K | 0.00% | +1,903+2.4% | Added |
| Cetera Investment Advisers | 94,894 | $1.04M | 0.00% | +18,974+25.0% | Added |
| Closed-End Fund Advisors, Inc. | 98,785 | $1.08M | 1.10% | −156,650−61.3% | Reduced |
| Fifth Third Bancorp | 99,557 | $1.09M | 0.00% | +99,557 | New |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 100,250 | $1.10M | 0.00% | 00.0% | Unchanged |
| Raymond James Financial Inc | 104,085 | $1.14M | 0.00% | −26,801−20.5% | Reduced |
| Samalin Investment Counsel, LLC | 107,107 | $1.17M | 0.42% | +9,653+9.9% | Added |
| Alpine Global Management, LLC | 115,663 | $1.27M | 0.19% | +115,663 | New |
| Doliver Advisors, LP | 126,681 | $1.39M | 0.32% | +4,100+3.3% | Added |
| Lansforsakringar Fondforvaltning AB (publ) | 134,949 | $1.48M | 0.01% | +29,849+28.4% | Added |
| Hennion & Walsh Asset Management, Inc. | 144,959 | $1.59M | 0.05% | −31,395−17.8% | Reduced |
| Ameriprise Financial Inc | 145,724 | $1.59M | 0.00% | +7,591+5.5% | Added |
| Zions Bancorporation, National Association | 146,742 | $1.61M | 0.10% | +146,742 | New |
| Y-Intercept (Hong Kong) Ltd | 151,465 | $1.66M | 0.03% | +151,465 | New |
| LPL Financial LLC | 153,444 | $1.68M | 0.00% | +43,543+39.6% | Added |
| Ethos Financial Group, LLC | 140,177 | $1.75M | 0.13% | 00.0% | Unchanged |
| Significant Wealth Partners LLC | 162,306 | $1.78M | 2.19% | +162,306 | New |
| CI Private Wealth, LLC | 175,301 | $1.92M | 0.00% | +651+0.4% | Added |
| Millennium Management LLC | 179,500 | $1.96M | 0.00% | +143,433+397.7% | Added |
| WCG Wealth Advisors LLC | 186,691 | $2.04M | 0.06% | +39,550+26.9% | Added |
| SRS Capital Advisors, Inc. | 190,340 | $2.08M | 0.06% | +155,404+444.8% | Added |
| HighTower Advisors, LLC | 196,706 | $2.15M | 0.00% | +126,535+180.3% | Added |
| Wells Fargo & Company | 199,166 | $2.18M | 0.00% | −70,553−26.2% | Reduced |
| Hager Investment Management Services, LLC | 200,487 | $2.19M | 1.21% | −23,717−10.6% | Reduced |
| Cliffwater LLC | 207,319 | $2.27M | 0.60% | 00.0% | Unchanged |
| Advisors Asset Management, Inc. | 211,322 | $2.31M | 0.04% | +7,597+3.7% | Added |
| Ares Management LLC | 240,000 | $2.63M | 0.17% | +240,000 | New |
| Bank of America Corp | 250,889 | $2.74M | 0.00% | −93,532−27.2% | Reduced |
| Novare Capital Management LLC | 251,395 | $2.75M | 0.22% | +10,345+4.3% | Added |
| BI Asset Management Fondsmaeglerselskab A/S | 282,558 | $3.09M | 0.03% | −11,300−3.8% | Reduced |
| BlackRock, Inc. | 283,480 | $3.10M | 0.00% | −210,652−42.6% | Reduced |
| Colony Group, LLC | 304,864 | $3.34M | 0.00% | +153,115+100.9% | Added |
| LSV Asset Management | 352,150 | $3.85M | 0.01% | −14,600−4.0% | Reduced |
| CF Capital LLC | 387,518 | $4.24M | 5.11% | −524,702−57.5% | Reduced |
| Rockefeller Capital Management L.P. | 447,638 | $4.90M | 0.01% | +19,122+4.5% | Added |
| Toronto Dominion Bank | 450,000 | $4.92M | 0.01% | −50,000−10.0% | Reduced |
| Sumitomo Mitsui Trust Holdings, Inc. | 519,735 | $5.69M | 0.00% | 00.0% | Unchanged |
| Mariner, LLC | 548,525 | $6.00M | 0.01% | +4,630+0.9% | Added |
| Legal & General Group Plc | 551,582 | $6.03M | 0.00% | +32,740+6.3% | Added |
| Russell Investments Group, Ltd. | 587,183 | $6.42M | 0.01% | +384,543+189.8% | Added |
| Two Sigma Investments, LP | 630,918 | $6.90M | 0.01% | −106,482−14.4% | Reduced |
| Muzinich & Co., Inc. | 737,744 | $8.07M | 2.82% | +1,302+0.2% | Added |
| UBS Group AG | 1,236,553 | $13.5M | 0.00% | +374,293+43.4% | Added |
| Rivernorth Capital Management, LLC | 1,272,507 | $13.9M | 0.70% | −628,221−33.1% | Reduced |
| Invesco Ltd. | 1,310,823 | $14.3M | 0.00% | +423,167+47.7% | Added |
| Van Eck Associates Corp | 1,312,471 | $14.4M | 0.01% | −379,797−22.4% | Reduced |
| RSM US Wealth Management LLC | 1,388,224 | $15.7M | 0.19% | +3,124+0.2% | Added |
| Morgan Stanley | 2,634,781 | $28.8M | 0.00% | +60,137+2.3% | Added |
| Creative Planning | 3,231,986 | $35.4M | 0.02% | −234,044−6.8% | Reduced |
| GFS Advisors, LLC | 40,600 | – | – | −9,100−18.3% | Reduced |
| Two Sigma Advisers, LP | 0 | $0 | 0.00% | −300,500−100.0% | Sold out |
| Jane Street Group, LLC | 0 | $0 | 0.00% | −256,473−100.0% | Sold out |
| Bright Futures Wealth Management, LLC. | 0 | $0 | 0.00% | −111,522−100.0% | Sold out |
| Citadel Advisors LLC | 0 | $0 | 0.00% | −69,959−100.0% | Sold out |
| Connor, Clark & Lunn Investment Management Ltd. | 0 | $0 | 0.00% | −50,263−100.0% | Sold out |
| Flputnam Investment Management Co | 0 | $0 | 0.00% | −34,483−100.0% | Sold out |
| Northern Trust Corp | 0 | $0 | 0.00% | −21,677−100.0% | Sold out |
| Concurrent Investment Advisors, LLC | 0 | $0 | 0.00% | −20,000−100.0% | Sold out |
| Verition Fund Management LLC | 0 | $0 | 0.00% | −19,533−100.0% | Sold out |
| National Bank of Canada | 0 | $0 | 0.00% | −14,632−100.0% | Sold out |
| Nomura Holdings Inc | 0 | $0 | 0.00% | −14,375−100.0% | Sold out |
| Stifel Financial Corp | 0 | $0 | 0.00% | −13,520−100.0% | Sold out |
| Financial Alternatives, Inc | 0 | $0 | 0.00% | −11,930−100.0% | Sold out |
| Cambridge Investment Research Advisors, Inc. | 0 | $0 | 0.00% | −10,827−100.0% | Sold out |
| Keebeck Wealth Management, LLC | 0 | $0 | 0.00% | −10,000−100.0% | Sold out |
| SG Americas Securities, LLC | 0 | $0 | 0.00% | −8,929−100.0% | Sold out |
| Kestra Advisory Services, LLC | 0 | $0 | 0.00% | −3,777−100.0% | Sold out |
| Flagship Harbor Advisors, LLC | 0 | $0 | 0.00% | −1,277−100.0% | Sold out |
| Nalls Sherbakoff Group, LLC | 0 | $0 | 0.00% | −750−100.0% | Sold out |
| Truvestments Capital LLC | 0 | $0 | 0.00% | −289−100.0% | Sold out |
| Aspect Partners, LLC | 0 | $0 | 0.00% | −272−100.0% | Sold out |
| Citigroup Inc | 0 | $0 | 0.00% | −1−100.0% | Sold out |
| Comerica Bank | – | – | – | – | Not filed |
| Global Retirement Partners, LLC | – | – | – | – | Not filed |
| FineMark National Bank & Trust | – | – | – | – | Not filed |
| EMC Capital Management | – | – | – | – | Not filed |