Carlyle Secured LendingCGBD
13F holders, Q2 2026 (June 30)142holders −13
16new positions
27sold out
2famous investors
$10.53avg. 13F price*
At the end of Q2 2026, 142 institutions reported holding Carlyle Secured Lending Inc. (CGBD) in their 13F filings, down 13 from Q1 2026. 16 opened new positions and 27 sold out. The largest holders were Creative Planning ($32.5M), Morgan Stanley ($29.5M) and Van Eck Associates Corp. ($18.4M). 2 famous investors held it, including Ken Griffin (0.0% of Citadel Advisors's portfolio) and Cliff Asness (0.0% of AQR Capital Management's portfolio).
- Company
- Carlyle Secured Lending Inc.
- CUSIP
- 872280102
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 16 | $22.8M |
| Exits | 27 | $28.2M |
All 13F filers, Q1 2026 → Q2 2026: 4,951,514 shares bought and 3,960,284 shares sold, net +991,230 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 142 holders
| Creative Planning | 0.02% | Reduce -4.5% | 3,086,927 | $32.5M |
| Morgan Stanley | 0.00% | Add +6.2% | 2,799,104 | $29.5M |
| Van Eck Associates Corp. | 0.01% | Add +33.3% | 1,748,836 | $18.4M |
| UBS Group AG | 0.00% | Add +12.8% | 1,395,189 | $14.7M |
| Choreo, LLC | 0.16% | Reduce -1.9% | 1,361,251 | $14.3M |
| Invesco Ltd. | 0.00% | Reduce -9.6% | 1,184,888 | $12.5M |
| Lalia Capital, LLC | 4.75% | New | 927,333 | $9.8M |
| Russell Investments Group, Ltd. | 0.01% | Add +48.3% | 870,513 | $9.2M |
| Muzinich & Co., Inc. | 2.67% | Add +0.5% | 741,278 | $7.8M |
| North Ground Capital | 7.78% | Add +59.0% | 616,000 | $6.5M |
| Legal & General Group Plc | 0.00% | Add +4.7% | 577,568 | $6.1M |
| Mariner, LLC | 0.01% | Add +2.7% | 563,240 | $6.0M |
| Sumitomo Mitsui Trust Group, Inc. | 0.00% | No change | 519,735 | $5.5M |
| Diameter Capital Partners LP | 0.70% | New | 508,387 | $5.4M |
| Caz Investments LP | 2.53% | Add +2423.3% | 504,665 | $5.3M |
| Ares Management LLC | 0.23% | Add +96.7% | 472,187 | $5.0M |
| Arax Advisory Partners | 0.03% | Add +144.6% | 465,613 | $4.9M |
| Two Sigma Investments, LP | 0.00% | Reduce -28.9% | 448,847 | $4.7M |
| Rockefeller Capital Management L.P. | 0.01% | Reduce -0.7% | 444,533 | $4.7M |
| LSV Asset Management | 0.01% | No change | 352,150 | $3.7M |
| Novare Capital Management LLC | 0.21% | Add +14.3% | 287,445 | $3.0M |
| Bank of America Corp. | 0.00% | Add +11.8% | 280,420 | $3.0M |
| BlackRock, Inc. | 0.00% | Reduce -2.3% | 276,868 | $2.9M |
| Toronto Dominion Bank | 0.00% | Reduce -41.5% | 263,276 | $2.8M |
| WCG Wealth Advisors LLC | 0.06% | Add +22.9% | 229,477 | $2.4M |
| Callodine Capital Management, LP | 0.16% | New | 225,000 | $2.4M |
| Wells Fargo & Company | 0.00% | Add +12.6% | 224,183 | $2.4M |
| Cliffwater LLC | 0.54% | No change | 207,319 | $2.2M |
| Advisors Asset Management, Inc. | 0.03% | Reduce -4.9% | 200,997 | $2.1M |
| Park Avenue Securities LLC | 0.01% | New | 188,424 | $2.0M |
| Hager Investment Management Services, LLC | 0.88% | Reduce -9.0% | 182,377 | $1.9M |
| Hennion & Walsh Asset Management, Inc. | 0.05% | Add +17.8% | 170,736 | $1.8M |
| Significant Wealth Partners LLC | 1.88% | Add +1.5% | 164,757 | $1.7M |
| HighTower Advisors, LLC | 0.00% | Reduce -23.8% | 149,880 | $1.6M |
| Ethos Financial Group, LLC | 0.10% | Reduce -2.3% | 136,990 | $1.4M |
| XTX Topco Ltd | 0.02% | Add +268.5% | 136,758 | $1.4M |
| LPL Financial LLC | 0.00% | Reduce -13.8% | 132,350 | $1.4M |
| Ameriprise Financial Inc. | 0.00% | Reduce -12.9% | 126,936 | $1.3M |
| Doliver Advisors, LP | 0.29% | Reduce -5.5% | 119,781 | $1.3M |
| Zions Bancorporation, National Association | 0.07% | Reduce -26.0% | 108,547 | $1.1M |
| Samalin Investment Counsel, LLC | 0.36% | Add +0.5% | 107,636 | $1.1M |
| Cetera Investment Advisers | 0.00% | Add +9.3% | 103,761 | $1.1M |
| Steward Partners Investment Advisory, LLC | 0.01% | Add +111.0% | 101,236 | $1.1M |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 0.00% | No change | 100,250 | $1.1M |
| Raymond James Financial Inc. | 0.00% | Reduce -8.3% | 95,496 | $1.0M |
| CANADA LIFE ASSURANCE Co | 0.00% | Add +13.7% | 90,404 | $951K |
| Pathstone Holdings, LLC | 0.00% | Add +2.6% | 83,677 | $881K |
| Balyasny Asset Management L.P. | 0.00% | Add +13.7% | 82,388 | $868K |
| Janney Montgomery Scott LLC | 0.00% | Add +353.0% | 78,393 | $825K |
| Closed-End Fund Advisors, Inc. | 0.80% | Reduce -20.9% | 78,104 | $822K |
| Citadel Advisors | 0.00% | New | 77,293 | $814K |
| Envestnet Asset Management Inc. | 0.00% | Add +0.0% | 74,753 | $787K |
| Texas Capital Bank Wealth Management Services Inc | 0.04% | Add +1.0% | 72,707 | $766K |
| Alpine Global Management, LLC | 0.12% | Reduce -38.2% | 71,496 | $753K |
| Truist Financial Corp. | 0.00% | No change | 67,757 | $713K |
| Apollon Wealth Management, LLC | 0.01% | New | 66,980 | $705K |
| Denali Advisors LLC | 0.07% | Reduce -8.7% | 66,398 | $699K |
| Neuberger Berman Group LLC | 0.00% | Reduce -8.6% | 65,157 | $686K |
| Verdence Capital Advisors LLC | 0.03% | Add +33.4% | 55,956 | $589K |
| Osaic Holdings, Inc. | 0.00% | Add +6.5% | 53,857 | $567K |
| BI Asset Management Fondsmaeglerselskab A/S | 0.00% | Reduce -81.4% | 52,475 | $553K |
| Whipplewood Advisors, LLC | 0.37% | Add +48.7% | 51,820 | $546K |
| Naviter Wealth, LLC | 0.05% | Reduce -29.1% | 49,300 | $536K |
| US Bancorp \de | 0.00% | No change | 50,000 | $527K |
| Virtus Investment Advisers, LLC | 0.11% | Reduce -15.9% | 46,857 | $493K |
| Palliser Capital (UK) Ltd | 0.26% | New | 45,703 | $481K |
| Compass Financial Management LLC | 0.06% | — | 44,160 | $464K |
| Corient Private Wealth LP | 0.00% | Reduce -75.5% | 42,902 | $452K |
| Almitas Capital LLC | 0.11% | No change | 42,885 | $452K |
| AQR Capital Management | 0.00% | Reduce -1.3% | 40,673 | $428K |
| Commerce Bank | 0.00% | No change | 40,381 | $425K |
| Ieq Capital, LLC | 0.00% | No change | 40,295 | $424K |
| Lido Advisors, LLC | 0.00% | Add +1.6% | 38,124 | $415K |
| Farther Finance Advisors, LLC | 0.00% | Add +2.3% | 35,978 | $379K |
| DRW Securities, LLC | 0.02% | Reduce -20.0% | 35,202 | $371K |
| Royal Bank of Canada | 0.00% | Reduce -16.1% | 34,501 | $363K |
| MAI Capital Management | 0.00% | No change | 33,774 | $356K |
| Cerberus Capital Management, L.P. | 0.02% | No change | 30,000 | $316K |
| Jane Street Group, LLC | 0.00% | New | 29,803 | $314K |
| Independent Financial Group, LLC | 0.01% | Add +22.7% | 28,072 | $296K |
| Mackenzie Financial Corp. | 0.00% | Add +0.0% | 27,606 | $291K |
| United Advisor Group, LLC | 0.03% | Reduce -18.9% | 26,181 | $276K |
| Transcend Capital Advisors, LLC | 0.02% | No change | 25,015 | $263K |
| NewEdge Wealth, LLC | 0.00% | No change | 24,760 | $261K |
| Cascade Financial Partners, LLC | 0.02% | New | 24,620 | $259K |
| MQS Management LLC | 0.31% | Add +9.4% | 24,386 | $257K |
| Glenmede Trust Co. NA | 0.00% | Reduce -6.7% | 23,500 | $247K |
| SMH Capital Advisors Inc. | 0.91% | Reduce -0.9% | 21,946 | $231K |
| Summit Financial, LLC | 0.00% | No change | 21,130 | $230K |
| Savant Capital, LLC | 0.00% | Add +3.5% | 21,374 | $225K |
| Clarus Group, Inc. | 0.08% | No change | 21,291 | $224K |
| Aptus Capital Advisors, LLC | 0.00% | No change | 21,291 | $224K |
| Cornerstone Advisory, LLC | 0.02% | Add +13.9% | 20,978 | $221K |
| Cerity Partners LLC | 0.00% | New | 20,231 | $213K |
| JPMorgan Chase & Co. | 0.00% | No change | 19,500 | $212K |
| Black Maple Capital Management LP | 0.14% | New | 20,000 | $211K |
| Fifth Third Bancorp | 0.00% | Reduce -80.6% | 19,324 | $203K |
| Quantbot Technologies LP | 0.01% | Add +4818.6% | 19,084 | $201K |
| International Assets Investment Management, LLC | 0.01% | No change | 18,125 | $198K |
| Mercer Global Advisors Inc. | 0.00% | No change | 17,562 | $185K |
"% of holder's portfolio" is CGBD's weight in each manager's 13F, not the share of Carlyle Secured Lending Inc. the manager owns.