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, Q2 2026
Institutional positions in Carlyle Secured Lending, Inc. as of Jun 30, 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
- 142
- −9 vs. Q1 2026
- Shares held
- 26.5M
- +1.05M (+4.1%) vs. Q1 2026
- Total value
- $279.0M
- +$330.4K (+0.1%) vs. Q1 2026
- New holders
- 18
- 43 more added
- Sold out
- 27
- 40 more reduced
5 institutions that held it in Q1 2026 haven't filed for Q2 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2026: 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, Q2 2026
Shares, value and share of portfolio for each institution holding Carlyle Secured Lending, Inc.; share changes are against Q1 2026.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Acadian Asset Management LLC | 11 | $0 | 0.00% | 00.0% | Unchanged |
| Altshuler Shaham Ltd | 1 | $6 | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 38 | $397 | 0.00% | −248−86.7% | Reduced |
| Caitong International Asset Management Co., Ltd | 101 | $1.06K | 0.00% | +33+48.5% | Added |
| Simplex Trading, LLC | 129 | $1.36K | 0.00% | −329−71.8% | Reduced |
| GWM Advisors LLC | 161 | $1.70K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 179 | $1.95K | 0.00% | +179 | New |
| Citigroup Inc | 228 | $2.40K | 0.00% | +228 | New |
| Chelsea Counsel Co | 340 | $3.70K | 0.00% | 00.0% | Unchanged |
| NBC Securities, Inc. | 400 | $4.21K | 0.00% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 450 | $4.74K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 500 | $5.00K | 0.00% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 660 | $6.95K | 0.00% | 00.0% | Unchanged |
| Winthrop Capital Management, LLC | 1,000 | $11.0K | 0.00% | +1,000 | New |
| LGT Financial Advisors LLC | 1,290 | $13.6K | 0.07% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 1,530 | $16.1K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 1,755 | $18.5K | 0.00% | −2,670−60.3% | Reduced |
| Group One Trading, L.P. | 1,953 | $20.6K | 0.00% | −13,950−87.7% | Reduced |
| Harbour Investments, Inc. | 1,976 | $20.8K | 0.00% | +67+3.5% | Added |
| Nomura Asset Management Co Ltd | 2,336 | $24.6K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 2,528 | $26.6K | 0.00% | −3−0.1% | Reduced |
| State of Alaska, Department of Revenue | 3,011 | $31.0K | 0.00% | 00.0% | Unchanged |
| Rossby Financial, LCC | 3,000 | $31.6K | 0.01% | 00.0% | Unchanged |
| Burk Holdings LLC | 3,499 | $36.8K | 0.01% | 00.0% | Unchanged |
| Security National Bank | 4,911 | $51.7K | 0.01% | 00.0% | Unchanged |
| Triumph Capital Management | 4,917 | $51.8K | 0.01% | −362−6.9% | Reduced |
| BNP Paribas Arbitrage, SA | 5,765 | $60.7K | 0.00% | +2,087+56.7% | Added |
| Catalyst Capital Advisors LLC | 7,087 | $74.6K | 0.00% | 00.0% | Unchanged |
| Pension & Wealth Management Advisors, Inc. | 9,665 | $101.8K | 0.03% | −65,708−87.2% | Reduced |
| Beaumont Financial Advisors, LLC | 10,373 | $109.2K | 0.01% | +343+3.4% | Added |
| Blair William & Co | 10,894 | $114.7K | 0.00% | 00.0% | Unchanged |
| Great Valley Advisor Group, Inc. | 11,100 | $116.9K | 0.00% | 00.0% | Unchanged |
| SCS Capital Management LLC | 11,314 | $123.1K | 0.00% | 00.0% | Unchanged |
| CFO4Life Group, LLC | 12,277 | $129.3K | 0.02% | +193+1.6% | Added |
| Commonwealth Equity Services, LLC | 13,843 | $145.8K | 0.00% | −17,737−56.2% | Reduced |
| Glenview Trust Co | 14,000 | $147.4K | 0.00% | 00.0% | Unchanged |
| Eagle Strategies LLC | 14,863 | $156.5K | 0.02% | 00.0% | Unchanged |
| Vident Advisory, LLC | 15,047 | $158.4K | 0.00% | +15,047 | New |
| Global Retirement Partners, LLC | 15,205 | $160.1K | 0.00% | +15,205 | New |
| Dorsey & Whitney Trust CO LLC | 15,507 | $163.3K | 0.01% | −629−3.9% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 16,794 | $176.8K | 0.00% | 00.0% | Unchanged |
| Captrust Financial Advisors | 17,457 | $183.8K | 0.00% | +17,457 | New |
| Mercer Global Advisors Inc | 17,562 | $184.9K | 0.00% | 00.0% | Unchanged |
| International Assets Investment Management, LLC | 18,125 | $198.3K | 0.01% | 00.0% | Unchanged |
| Quantbot Technologies LP | 19,084 | $201.0K | 0.01% | +18,696+4,818.6% | Added |
| Fifth Third Bancorp | 19,324 | $203.5K | 0.00% | −80,233−80.6% | Reduced |
| Black Maple Capital Management LP | 20,000 | $210.6K | 0.14% | +20,000 | New |
| JPMorgan Chase & Co | 19,500 | $211.8K | 0.00% | 00.0% | Unchanged |
| Cerity Partners LLC | 20,231 | $213.0K | 0.00% | +20,231 | New |
| Cornerstone Advisory, LLC | 20,978 | $220.9K | 0.02% | +2,563+13.9% | Added |
| Aptus Capital Advisors, LLC | 21,291 | $224.2K | 0.00% | 00.0% | Unchanged |
| Clarus Group, Inc. | 21,291 | $224.2K | 0.08% | 00.0% | Unchanged |
| Savant Capital, LLC | 21,374 | $225.1K | 0.00% | +713+3.5% | Added |
| Summit Financial, LLC | 21,130 | $229.9K | 0.00% | 00.0% | Unchanged |
| SMH Capital Advisors Inc | 21,946 | $231.1K | 0.91% | −192−0.9% | Reduced |
| Glenmede Trust Co NA | 23,500 | $247.5K | 0.00% | −1,675−6.7% | Reduced |
| MQS Management LLC | 24,386 | $256.8K | 0.31% | +2,103+9.4% | Added |
| Cascade Financial Partners, LLC | 24,620 | $259.2K | 0.02% | +24,620 | New |
| NewEdge Wealth, LLC | 24,760 | $260.7K | 0.00% | 00.0% | Unchanged |
| Transcend Wealth Collective, LLC | 25,015 | $263.4K | 0.02% | 00.0% | Unchanged |
| United Advisor Group, LLC | 26,181 | $275.7K | 0.03% | −6,117−18.9% | Reduced |
| Mackenzie Financial Corp | 27,606 | $290.7K | 0.00% | +100.0% | Added |
| Independent Financial Group, LLC | 28,072 | $295.6K | 0.01% | +5,190+22.7% | Added |
| Jane Street Group, LLC | 29,803 | $313.8K | 0.00% | +29,803 | New |
| Cerberus Capital Management, L.P. | 30,000 | $315.9K | 0.02% | 00.0% | Unchanged |
| MAI Capital Management | 33,774 | $355.6K | 0.00% | 00.0% | Unchanged |
| Royal Bank of Canada | 34,501 | $363.0K | 0.00% | −6,640−16.1% | Reduced |
| DRW Securities, LLC | 35,202 | $370.7K | 0.02% | −8,808−20.0% | Reduced |
| Farther Finance Advisors, LLC | 35,978 | $378.8K | 0.00% | +800+2.3% | Added |
| Lido Advisors, LLC | 38,124 | $414.6K | 0.00% | +612+1.6% | Added |
| Ieq Capital, LLC | 40,295 | $424.3K | 0.00% | 00.0% | Unchanged |
| Commerce Bank | 40,381 | $425.2K | 0.00% | 00.0% | Unchanged |
| AQR Capital Management LLC | 40,673 | $428.3K | 0.00% | −518−1.3% | Reduced |
| Almitas Capital LLC | 42,885 | $451.6K | 0.11% | 00.0% | Unchanged |
| CI Private Wealth, LLC | 42,902 | $451.8K | 0.00% | −132,399−75.5% | Reduced |
| Compass Financial Management LLC | 44,160 | $463.6K | 0.06% | +44,160 | New |
| Palliser Capital (UK) Ltd | 45,703 | $481.3K | 0.26% | +45,703 | New |
| Virtus Investment Advisers, Inc. | 46,857 | $493.4K | 0.11% | −8,866−15.9% | Reduced |
| US Bancorp | 50,000 | $526.5K | 0.00% | 00.0% | Unchanged |
| Naviter Wealth, LLC | 49,300 | $536.4K | 0.05% | −20,190−29.1% | Reduced |
| Whipplewood Advisors, LLC | 51,820 | $545.7K | 0.37% | +16,967+48.7% | Added |
| BI Asset Management Fondsmaeglerselskab A/S | 52,475 | $553.0K | 0.00% | −230,083−81.4% | Reduced |
| Advisor Group Holdings, Inc. | 53,857 | $567.3K | 0.00% | +3,278+6.5% | Added |
| Verdence Capital Advisors LLC | 55,956 | $589.2K | 0.03% | +14,001+33.4% | Added |
| Neuberger Berman Group LLC | 65,157 | $686.1K | 0.00% | −6,144−8.6% | Reduced |
| Denali Advisors LLC | 66,398 | $699.2K | 0.07% | −6,314−8.7% | Reduced |
| Apollon Wealth Management, LLC | 66,980 | $705.3K | 0.01% | +66,980 | New |
| Truist Financial Corp | 67,757 | $713.5K | 0.00% | 00.0% | Unchanged |
| Alpine Global Management, LLC | 71,496 | $752.9K | 0.12% | −44,167−38.2% | Reduced |
| Texas Capital Bank Wealth Management Services Inc | 72,707 | $765.6K | 0.04% | +693+1.0% | Added |
| Envestnet Asset Management Inc | 74,753 | $787.2K | 0.00% | +100.0% | Added |
| Citadel Advisors LLC | 77,293 | $813.9K | 0.00% | +77,293 | New |
| Closed-End Fund Advisors, Inc. | 78,104 | $822.4K | 0.80% | −20,681−20.9% | Reduced |
| Janney Montgomery Scott LLC | 78,393 | $825.0K | 0.00% | +61,089+353.0% | Added |
| Balyasny Asset Management LLC | 82,388 | $867.5K | 0.00% | +9,925+13.7% | Added |
| Pathstone Holdings, LLC | 83,677 | $881.1K | 0.00% | +2,155+2.6% | Added |
| Great West Life Assurance Co | 90,404 | $951.0K | 0.00% | +10,905+13.7% | Added |
| Raymond James Financial Inc | 95,496 | $1.01M | 0.00% | −8,589−8.3% | Reduced |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 100,250 | $1.06M | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 101,236 | $1.07M | 0.01% | +53,246+111.0% | Added |