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 |
|---|---|---|---|---|---|
| Cetera Investment Advisers | 103,761 | $1.09M | 0.00% | +8,867+9.3% | Added |
| Samalin Investment Counsel, LLC | 107,636 | $1.13M | 0.36% | +529+0.5% | Added |
| Zions Bancorporation, National Association | 108,547 | $1.14M | 0.07% | −38,195−26.0% | Reduced |
| Doliver Advisors, LP | 119,781 | $1.26M | 0.29% | −6,900−5.4% | Reduced |
| Ameriprise Financial Inc | 126,936 | $1.34M | 0.00% | −18,788−12.9% | Reduced |
| LPL Financial LLC | 132,350 | $1.39M | 0.00% | −21,094−13.7% | Reduced |
| XTX Topco Ltd | 136,758 | $1.44M | 0.02% | +99,646+268.5% | Added |
| Ethos Financial Group, LLC | 136,990 | $1.44M | 0.10% | −3,187−2.3% | Reduced |
| HighTower Advisors, LLC | 149,880 | $1.58M | 0.00% | −46,826−23.8% | Reduced |
| Significant Wealth Partners LLC | 164,757 | $1.73M | 1.88% | +2,451+1.5% | Added |
| Hennion & Walsh Asset Management, Inc. | 170,736 | $1.80M | 0.05% | +25,777+17.8% | Added |
| Hager Investment Management Services, LLC | 182,377 | $1.92M | 0.88% | −18,110−9.0% | Reduced |
| Park Avenue Securities LLC | 188,424 | $1.98M | 0.01% | +188,424 | New |
| Advisors Asset Management, Inc. | 200,997 | $2.12M | 0.03% | −10,325−4.9% | Reduced |
| Cliffwater LLC | 207,319 | $2.18M | 0.54% | 00.0% | Unchanged |
| Wells Fargo & Company | 224,183 | $2.36M | 0.00% | +25,017+12.6% | Added |
| Callodine Capital Management, LP | 225,000 | $2.37M | 0.16% | +225,000 | New |
| WCG Wealth Advisors LLC | 229,477 | $2.42M | 0.06% | +42,786+22.9% | Added |
| Toronto Dominion Bank | 263,276 | $2.77M | 0.00% | −186,724−41.5% | Reduced |
| BlackRock, Inc. | 276,868 | $2.92M | 0.00% | −6,612−2.3% | Reduced |
| Bank of America Corp | 280,420 | $2.95M | 0.00% | +29,531+11.8% | Added |
| Novare Capital Management LLC | 287,445 | $3.03M | 0.21% | +36,050+14.3% | Added |
| LSV Asset Management | 352,150 | $3.71M | 0.01% | 00.0% | Unchanged |
| Rockefeller Capital Management L.P. | 444,533 | $4.68M | 0.01% | −3,105−0.7% | Reduced |
| Two Sigma Investments, LP | 448,847 | $4.73M | 0.00% | −182,071−28.9% | Reduced |
| SRS Capital Advisors, Inc. | 465,613 | $4.90M | 0.03% | +275,273+144.6% | Added |
| Ares Management LLC | 472,187 | $4.97M | 0.22% | +232,187+96.7% | Added |
| Caz Investments LP | 504,665 | $5.31M | 2.53% | +484,665+2,423.3% | Added |
| Diameter Capital Partners LP | 508,387 | $5.35M | 0.57% | +508,387 | New |
| Sumitomo Mitsui Trust Holdings, Inc. | 519,735 | $5.47M | 0.00% | 00.0% | Unchanged |
| Mariner, LLC | 563,240 | $5.96M | 0.01% | +14,715+2.7% | Added |
| Legal & General Group Plc | 577,568 | $6.09M | 0.00% | +25,986+4.7% | Added |
| CF Capital LLC | 616,000 | $6.49M | 7.78% | +228,482+59.0% | Added |
| Muzinich & Co., Inc. | 741,278 | $7.81M | 2.67% | +3,534+0.5% | Added |
| Russell Investments Group, Ltd. | 870,513 | $9.17M | 0.01% | +283,330+48.3% | Added |
| Lalia Capital, LLC | 927,333 | $9.76M | 4.75% | +927,333 | New |
| Invesco Ltd. | 1,184,888 | $12.5M | 0.00% | −125,935−9.6% | Reduced |
| RSM US Wealth Management LLC | 1,361,251 | $14.3M | 0.16% | −26,973−1.9% | Reduced |
| UBS Group AG | 1,395,189 | $14.7M | 0.00% | +158,636+12.8% | Added |
| Van Eck Associates Corp | 1,748,836 | $18.4M | 0.01% | +436,365+33.2% | Added |
| Morgan Stanley | 2,799,104 | $29.5M | 0.00% | +164,323+6.2% | Added |
| Creative Planning | 3,086,927 | $32.5M | 0.02% | −145,059−4.5% | Reduced |
| Rivernorth Capital Management, LLC | 0 | $0 | 0.00% | −1,272,507−100.0% | Sold out |
| Colony Group, LLC | 0 | $0 | 0.00% | −304,864−100.0% | Sold out |
| Millennium Management LLC | 0 | $0 | 0.00% | −179,500−100.0% | Sold out |
| Y-Intercept (Hong Kong) Ltd | 0 | $0 | 0.00% | −151,465−100.0% | Sold out |
| Lansforsakringar Fondforvaltning AB (publ) | 0 | $0 | 0.00% | −134,949−100.0% | Sold out |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 0 | $0 | 0.00% | −43,047−100.0% | Sold out |
| Brevan Howard Capital Management LP | 0 | $0 | 0.00% | −38,225−100.0% | Sold out |
| TrueMark Investments, LLC | 0 | $0 | 0.00% | −32,883−100.0% | Sold out |
| Schonfeld Strategic Advisors LLC | 0 | $0 | 0.00% | −25,116−100.0% | Sold out |
| Susquehanna International Group, LLP | 0 | $0 | 0.00% | −23,225−100.0% | Sold out |
| Fisher Asset Management, LLC | 0 | $0 | 0.00% | −22,931−100.0% | Sold out |
| Aquatic Capital Management LLC | 0 | $0 | 0.00% | −21,274−100.0% | Sold out |
| Trexquant Investment LP | 0 | $0 | 0.00% | −20,255−100.0% | Sold out |
| nVerses Capital, LLC | 0 | $0 | 0.00% | −19,664−100.0% | Sold out |
| Entropy Technologies, LP | 0 | $0 | 0.00% | −18,913−100.0% | Sold out |
| OpenArc Corporate Advisory, LLC | 0 | $0 | 0.00% | −15,526−100.0% | Sold out |
| Caxton Associates LLP | 0 | $0 | 0.00% | −15,424−100.0% | Sold out |
| Virtu Financial LLC | 0 | $0 | 0.00% | −12,980−100.0% | Sold out |
| Bryn Mawr Trust Co | 0 | $0 | 0.00% | −11,700−100.0% | Sold out |
| Squarepoint Ops LLC | 0 | $0 | 0.00% | −10,541−100.0% | Sold out |
| Sound Income Strategies, LLC | 0 | $0 | 0.00% | −9,383−100.0% | Sold out |
| Activest Wealth Management | 0 | $0 | 0.00% | −8,125−100.0% | Sold out |
| Heritage Wealth Advisors | 0 | $0 | 0.00% | −2,100−100.0% | Sold out |
| Advisory Services Network, LLC | 0 | $0 | 0.00% | −1,886−100.0% | Sold out |
| WealthCollab, LLC | 0 | $0 | 0.00% | −45−100.0% | Sold out |
| SHP Wealth Management | 0 | $0 | 0.00% | 0 | Sold out |
| GFS Advisors, LLC | 0 | $0 | 0.00% | −40,600−100.0% | Sold out |
| U.S. Capital Wealth Advisors, LLC | – | – | – | – | Not filed |
| CWM, LLC | – | – | – | – | Not filed |
| Sunbelt Securities, Inc. | – | – | – | – | Not filed |
| Catalina Capital Group, LLC | – | – | – | – | Not filed |
| First Affirmative Financial Network | – | – | – | – | Not filed |