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CGBD

Carlyle Secured Lending, Inc.
$10.89 -0.05 (-0.46%) At close · Jul 2
Market Cap
$756.82M
Shares
69,497,128

Institutional ownership from SEC Form 13F filings. Investment managers with more than $100 million in U.S. equities must disclose their positions every quarter, within 45 days of quarter-end, so the holdings shown can lag the market by up to a quarter.

Holders: 159
Total Value: $288,784,815
Total Shares: 26,397,156
Showing 1–100 of 161 holdings by value · page 1 of 2

Institutional Ownership Trend

25 quarters

Holder Concentration

Across 159 13F filers · Δ vs Dec 31, 2025
Top Holder
12.2%
Jun 2023 → Mar 2026 · range 12.2% – 26.3%
−0.5 pts
Top 5
37.4%
Jun 2023 → Mar 2026 · range 37.4% – 57.9%
−3.0 pts
Top 10
54.3%
Jun 2023 → Mar 2026 · range 54.3% – 70.2%
−1.2 pts
HHI
432
Jun 2023 → Mar 2026 · range 432 – 1,026
Broadly held−20

Quarterly Activity

vs Dec 31, 2025
New
30
Increased
45
Decreased
50
Sold Out
25
Unchanged
34
Holder count: +5
Institutional value: -15.3%
Shares held: -3.3%

Top Buyers

vs Dec 31, 2025
Institution Added Now Holds Open
Mega Invesco Ltd. +423,167 1,310,823
Large Russell Investments Group, Ltd. +384,543 587,183
Mega UBS Group AG +374,293 1,236,553
Mid Arax Advisory Partners +155,404 190,340
Large Focus Partners Wealth +153,115 304,864

Top Sellers

vs Dec 31, 2025
Institution Sold Now Holds Open
Mid RIVERNORTH CAPITAL MANAGEMENT, LLC −628,221 1,272,507
Micro North Ground Capital −524,702 387,518
Mega VAN ECK ASSOCIATES CORP −379,797 1,312,471
Mega JANE STREET GROUP, LLC −255,973 58,400
Large Creative Planning −234,044 3,231,986

Top New Positions

vs Dec 31, 2025
Institution Acquired Value (USD) Open
Mid ARES MANAGEMENT LLC 240,000 $2,625,600
Micro Significant Wealth Partners LLC 162,306 $1,775,627
Mid Y-Intercept (Hong Kong) Ltd 151,465 $1,657,027
Small ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ 146,742 $1,605,357
Small Alpine Global Management, LLC 115,663 $1,265,353

Top Sold-Out Positions

vs Dec 31, 2025
Institution Previously Held Last Value (USD) Open
Large TWO SIGMA ADVISERS, LP 300,500 $3,753,245
Micro Bright Futures Wealth Management, LLC. 111,522 $1,392,909
Large COMERICA BANK 99,255 $1,239,694
Mid Global Retirement Partners, LLC 79,467 $992,542
Large Connor, Clark & Lunn Investment Management Ltd. 50,263 $627,784
Filter: New 30 Increased 45 Reduced 50 Sold out 25 Unchanged 34
Showing 100 of 161
All Common Calls Puts
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Holder Value (USD) % of 13F Shares Open
Large Creative Planning $35,357,926 12.24% 3,231,986
Mega MORGAN STANLEY $28,824,500 9.98% 2,634,781
Mid CHOREO, LLC $15,187,170 5.26% 1,388,224
Mega VAN ECK ASSOCIATES CORP $14,358,432 4.97% 1,312,471
Mega Invesco Ltd. $14,340,402 4.97% 1,310,823
Mid RIVERNORTH CAPITAL MANAGEMENT, LLC $13,921,226 4.82% 1,272,507
Mega UBS Group AG $13,527,888 4.68% 1,236,553
Small Muzinich & Co., Inc. $8,070,919 2.79% 737,744
Mega TWO SIGMA INVESTMENTS, LP $6,902,242 2.39% 630,918
Large Russell Investments Group, Ltd. $6,423,782 2.22% 587,183
Mega Legal & General Group Plc $6,034,307 2.09% 551,582
Large Mariner, LLC $6,000,863 2.08% 548,525
Mega Sumitomo Mitsui Trust Group, Inc. $5,685,900 1.97% 519,735
Large TORONTO DOMINION BANK Bank $4,923,000 1.70% 450,000
Large Rockefeller Capital Management L.P. $4,897,159 1.70% 447,638
Micro North Ground Capital $4,239,446 1.47% 387,518
Mega SUSQUEHANNA INTERNATIONAL GROUP, LLP $3,892,452 1.35% 355,800
Large LSV ASSET MANAGEMENT $3,852,521 1.33% 352,150
Large Focus Partners Wealth $3,335,212 1.15% 304,864
Mega BlackRock, Inc. $3,101,270 1.07% 283,480
Mid BI Asset Management Fondsmaeglerselskab A/S $3,091,184 1.07% 282,558
Small NOVARE CAPITAL MANAGEMENT LLC $2,750,261 0.95% 251,395
Mega BANK OF AMERICA CORP /DE/ Bank $2,744,725 0.95% 250,889
Mid ARES MANAGEMENT LLC $2,625,600 0.91% 240,000
Mid Advisors Asset Management, Inc. $2,311,862 0.80% 211,322
Micro Cliffwater LLC $2,268,069 0.79% 207,319
Small HAGER INVESTMENT MANAGEMENT SERVICES, LLC $2,193,327 0.76% 200,487
Large Centiva Capital, LP $2,188,000 0.76% 200,000
Large TUDOR INVESTMENT CORP ET AL $2,188,000 0.76% 200,000
Mega WELLS FARGO & COMPANY/MN $2,178,875 0.75% 199,166
Large HighTower Advisors, LLC $2,151,963 0.75% 196,706
Mid Arax Advisory Partners $2,082,319 0.72% 190,340
Mid WCG Wealth Advisors LLC $2,042,399 0.71% 186,691
Mega MILLENNIUM MANAGEMENT LLC $1,963,730 0.68% 179,500
Large Corient Private Wealth LLC $1,917,792 0.66% 175,301
Micro Significant Wealth Partners LLC $1,775,627 0.61% 162,306
Mega LPL Financial LLC $1,678,677 0.58% 153,444
Mid Y-Intercept (Hong Kong) Ltd $1,657,027 0.57% 151,465
Small ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ Bank $1,605,357 0.56% 146,742
Mega AMERIPRISE FINANCIAL INC $1,594,220 0.55% 145,724
Mid Hennion & Walsh Asset Management, Inc. $1,585,851 0.55% 144,959
Small Ethos Financial Group, LLC $1,533,536 0.53% 140,177
Large Lansforsakringar Fondforvaltning AB (publ) $1,476,342 0.51% 134,949
Small DOLIVER ADVISORS, LP $1,385,890 0.48% 126,681
Small Alpine Global Management, LLC $1,265,353 0.44% 115,663
Small Samalin Investment Counsel, LLC $1,171,750 0.41% 107,107
Mega RAYMOND JAMES FINANCIAL INC $1,138,689 0.39% 104,085
Large Universal- Beteiligungs- und Servicegesellschaft mbH $1,096,735 0.38% 100,250
Large FIFTH THIRD BANCORP Bank $1,089,153 0.38% 99,557
Micro Closed-End Fund Advisors, Inc. $1,080,707 0.37% 98,785
Large Cetera Investment Advisers $1,038,140 0.36% 94,894
Large Pathstone Holdings, LLC $891,850 0.31% 81,522
Large CANADA LIFE ASSURANCE Co Insurance $869,719 0.30% 79,499
Mega ENVESTNET ASSET MANAGEMENT INC $817,688 0.28% 74,743
Small DENALI ADVISORS LLC $795,469 0.28% 72,712
Large Balyasny Asset Management L.P. $792,744 0.27% 72,463
Small Texas Capital Bank Wealth Management Services Inc Bank $787,832 0.27% 72,014
Mid U.S. Capital Wealth Advisors, LLC $781,466 0.27% 71,432
Mega NEUBERGER BERMAN GROUP LLC $780,032 0.27% 71,301
Small Naviter Wealth, LLC $760,220 0.26% 69,490
Large TRUIST FINANCIAL CORP $741,261 0.26% 67,757
Mega JANE STREET GROUP, LLC $638,896 0.22% 58,400
Large CWM, LLC $622,190 0.22% 56,873
Small Virtus Investment Advisers, LLC $609,609 0.21% 55,723
Large OSAIC HOLDINGS, INC. $553,334 0.19% 50,579
Large US BANCORP \DE\ Bank $547,000 0.19% 50,000
Large Steward Partners Investment Advisory, LLC $525,010 0.18% 47,990
Mega CITADEL ADVISORS LLC $499,958 0.17% 45,700
Mid DRW Securities, LLC Broker-Dealer $481,469 0.17% 44,010
Small Avior Wealth Management, LLC $470,934 0.16% 43,047
Small Almitas Capital LLC $469,161 0.16% 42,885
Mid Verdence Capital Advisors LLC $458,987 0.16% 41,955
Mega AQR CAPITAL MANAGEMENT LLC $450,629 0.16% 41,191
Mega ROYAL BANK OF CANADA Bank $450,082 0.16% 41,141
Mid GFS Advisors, LLC $444,164 0.15% 40,600
Large COMMERCE BANK Bank $441,768 0.15% 40,381
Large IEQ CAPITAL, LLC $440,827 0.15% 40,295
Mid Brevan Howard Capital Management LP $418,181 0.14% 38,225
Large Lido Advisors, LLC $410,381 0.14% 37,512
Mid XTX Topco Ltd $406,005 0.14% 37,112
Mid Farther Finance Advisors, LLC $384,847 0.13% 35,178
Micro Whipplewood Advisors, LLC $381,291 0.13% 34,853
Small Sunbelt Securities, Inc. Broker-Dealer $374,115 0.13% 34,197
Mid MAI Capital Management $369,487 0.13% 33,774
Small TrueMark Investments, LLC $359,740 0.12% 32,883
Small United Advisor Group, LLC $353,340 0.12% 32,298
Large COMMONWEALTH EQUITY SERVICES, LLC $345,485 0.12% 31,580
Mid Cerberus Capital Management, L.P. $328,200 0.11% 30,000
Large MACKENZIE FINANCIAL CORP $301,900 0.10% 27,596
Large GLENMEDE TRUST CO NA Bank $275,414 0.10% 25,175
Large Schonfeld Strategic Advisors LLC $274,769 0.10% 25,116
Small TRANSCEND CAPITAL ADVISORS, LLC $273,664 0.09% 25,015
Mid NewEdge Wealth, LLC $270,874 0.09% 24,760
Mega SUSQUEHANNA INTERNATIONAL GROUP, LLP $254,081 0.09% 23,225
Mega Fisher Asset Management, LLC $250,865 0.09% 22,931
Mid INDEPENDENT FINANCIAL GROUP, LLC $250,329 0.09% 22,882
Small MQS Management LLC $243,776 0.08% 22,283
Mid Aptus Capital Advisors, LLC $232,923 0.08% 21,291
Micro Clarus Group, Inc. $232,923 0.08% 21,291
Mid Aquatic Capital Management LLC $232,737 0.08% 21,274
Key facts CIK 1544206 CUSIP 872280102 13F (30d) 20 filings 1 filers

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