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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.

Q3 2026 data is still coming in (13F filing deadline: Nov 16, 2026), so these numbers are incomplete.

Q3 2026 vs. Q2 2026

How the institutions holding Carlyle Secured Lending, Inc. changed between Q2 2026 and Q3 2026.

All holders in Q3 2026All holders in Q2 2026

13F holders of CGBD: Q2 2026 compared with Q3 2026
MeasureQ2 2026Of which not filed for Q3 2026Q3 2026Change
Holders14214110
Shares26.5M26.4M119.8K0 (0.0%)
Value$279.0M$277.7M$1.28M+$19.2K (+1.5%)

141 institutions that held it in Q2 2026 haven't filed for Q3 2026 yet. Not filing isn't selling, so the changes leave them out.

New holders (0)

Institutions that held Carlyle Secured Lending, Inc. at the end of Q3 2026 but not at the end of Q2 2026.

None.

Sold out (0)

Institutions that held Carlyle Secured Lending, Inc. at the end of Q2 2026 and filed for Q3 2026 without it.

None.

Not filed for Q3 2026 yet (141)

Institutions that held Carlyle Secured Lending, Inc. at the end of Q2 2026 and haven't filed a 13F for Q3 2026. Not filing isn't selling, so they aren't counted as sold out.

Showing the largest 100 of 141 by value.

Institutions holding CGBD in Q2 2026 that haven't filed for Q3 2026
InstitutionShares, Q2 2026Value, Q2 2026
Creative Planning3,086,927$32.5M
Morgan Stanley2,799,104$29.5M
Van Eck Associates Corp1,748,836$18.4M
UBS Group AG1,395,189$14.7M
RSM US Wealth Management LLC1,361,251$14.3M
Invesco Ltd.1,184,888$12.5M
Lalia Capital, LLC927,333$9.76M
Russell Investments Group, Ltd.870,513$9.17M
Muzinich & Co., Inc.741,278$7.81M
CF Capital LLC616,000$6.49M
Legal & General Group Plc577,568$6.09M
Mariner, LLC563,240$5.96M
Sumitomo Mitsui Trust Holdings, Inc.519,735$5.47M
Diameter Capital Partners LP508,387$5.35M
Caz Investments LP504,665$5.31M
Ares Management LLC472,187$4.97M
SRS Capital Advisors, Inc.465,613$4.90M
Two Sigma Investments, LP448,847$4.73M
Rockefeller Capital Management L.P.444,533$4.68M
LSV Asset Management352,150$3.71M
Novare Capital Management LLC287,445$3.03M
Bank of America Corp280,420$2.95M
BlackRock, Inc.276,868$2.92M
Toronto Dominion Bank263,276$2.77M
WCG Wealth Advisors LLC229,477$2.42M
Callodine Capital Management, LP225,000$2.37M
Wells Fargo & Company224,183$2.36M
Cliffwater LLC207,319$2.18M
Advisors Asset Management, Inc.200,997$2.12M
Park Avenue Securities LLC188,424$1.98M
Hager Investment Management Services, LLC182,377$1.92M
Hennion & Walsh Asset Management, Inc.170,736$1.80M
Significant Wealth Partners LLC164,757$1.73M
HighTower Advisors, LLC149,880$1.58M
Ethos Financial Group, LLC136,990$1.44M
XTX Topco Ltd136,758$1.44M
LPL Financial LLC132,350$1.39M
Ameriprise Financial Inc126,936$1.34M
Zions Bancorporation, National Association108,547$1.14M
Samalin Investment Counsel, LLC107,636$1.13M
Cetera Investment Advisers103,761$1.09M
Steward Partners Investment Advisory, LLC101,236$1.07M
Universal- Beteiligungs- und Servicegesellschaft mbH100,250$1.06M
Raymond James Financial Inc95,496$1.01M
Great West Life Assurance Co90,404$951.0K
Pathstone Holdings, LLC83,677$881.1K
Balyasny Asset Management LLC82,388$867.5K
Janney Montgomery Scott LLC78,393$825.0K
Closed-End Fund Advisors, Inc.78,104$822.4K
Citadel Advisors LLC77,293$813.9K
Envestnet Asset Management Inc74,753$787.2K
Texas Capital Bank Wealth Management Services Inc72,707$765.6K
Alpine Global Management, LLC71,496$752.9K
Truist Financial Corp67,757$713.5K
Apollon Wealth Management, LLC66,980$705.3K
Denali Advisors LLC66,398$699.2K
Neuberger Berman Group LLC65,157$686.1K
Verdence Capital Advisors LLC55,956$589.2K
Advisor Group Holdings, Inc.53,857$567.3K
BI Asset Management Fondsmaeglerselskab A/S52,475$553.0K
Whipplewood Advisors, LLC51,820$545.7K
Naviter Wealth, LLC49,300$536.4K
US Bancorp50,000$526.5K
Virtus Investment Advisers, Inc.46,857$493.4K
Palliser Capital (UK) Ltd45,703$481.3K
Compass Financial Management LLC44,160$463.6K
CI Private Wealth, LLC42,902$451.8K
Almitas Capital LLC42,885$451.6K
AQR Capital Management LLC40,673$428.3K
Commerce Bank40,381$425.2K
Ieq Capital, LLC40,295$424.3K
Lido Advisors, LLC38,124$414.6K
Farther Finance Advisors, LLC35,978$378.8K
DRW Securities, LLC35,202$370.7K
Royal Bank of Canada34,501$363.0K
MAI Capital Management33,774$355.6K
Cerberus Capital Management, L.P.30,000$315.9K
Jane Street Group, LLC29,803$313.8K
Independent Financial Group, LLC28,072$295.6K
Mackenzie Financial Corp27,606$290.7K
United Advisor Group, LLC26,181$275.7K
Transcend Wealth Collective, LLC25,015$263.4K
NewEdge Wealth, LLC24,760$260.7K
Cascade Financial Partners, LLC24,620$259.2K
MQS Management LLC24,386$256.8K
Glenmede Trust Co NA23,500$247.5K
SMH Capital Advisors Inc21,946$231.1K
Summit Financial, LLC21,130$229.9K
Savant Capital, LLC21,374$225.1K
Aptus Capital Advisors, LLC21,291$224.2K
Clarus Group, Inc.21,291$224.2K
Cornerstone Advisory, LLC20,978$220.9K
Cerity Partners LLC20,231$213.0K
JPMorgan Chase & Co19,500$211.8K
Black Maple Capital Management LP20,000$210.6K
Fifth Third Bancorp19,324$203.5K
Quantbot Technologies LP19,084$201.0K
International Assets Investment Management, LLC18,125$198.3K
Mercer Global Advisors Inc17,562$184.9K
Captrust Financial Advisors17,457$183.8K