Carlyle Secured LendingCGBD
13F holders, Q1 2024 (March 31)111holders
4famous investors
$16.26avg. 13F price*
At the end of Q1 2024, 111 institutions reported holding Carlyle Secured Lending Inc. (CGBD) in their 13F filings. The largest holders were Morgan Stanley ($32.6M), LSV Asset Management ($25.5M) and Van Eck Associates Corp. ($16.3M). 4 famous investors held it, including Paul Tudor Jones (0.0% of Tudor Investment Corporation's portfolio), Israel Englander (0.0% of Millennium Management's portfolio) and David E. Shaw (0.0% of D. E. Shaw & Co.'s portfolio).
- Company
- Carlyle Secured Lending Inc.
- CUSIP
- 872280102
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 8 | $1.3M |
| Exits | 16 | $2.5M |
Ownership 111 holders
| Morgan Stanley | 0.00% | Add +0.0% | 2,004,615 | $32.6M |
| LSV Asset Management | 0.05% | Reduce -2.0% | 1,567,263 | $25.5M |
| Van Eck Associates Corp. | 0.02% | Add +7.7% | 1,002,914 | $16.3M |
| Bank of America Corp. | 0.00% | Add +23.3% | 962,440 | $15.7M |
| Legal & General Group Plc | 0.00% | Add +2.8% | 407,986 | $6.6M |
| Millennium Management | 0.00% | Reduce -27.1% | 311,385 | $5.1M |
| Two Sigma Investments, LP | 0.01% | Reduce -6.5% | 301,593 | $4.9M |
| Two Sigma Advisers, LP | 0.01% | Reduce -4.0% | 284,500 | $4.6M |
| Neuberger Berman Group LLC | 0.00% | Add +24.5% | 270,015 | $4.4M |
| Advisors Asset Management, Inc. | 0.08% | Add +4.6% | 265,325 | $4.3M |
| Novare Capital Management LLC | 0.39% | Add +7.2% | 263,965 | $4.3M |
| Sumitomo Mitsui Trust Group, Inc. | 0.00% | Add +2.6% | 258,774 | $4.2M |
| Royal Bank of Canada | 0.00% | Add +13.7% | 250,476 | $4.1M |
| Muzinich & Co., Inc. | 3.34% | No change | 257,336 | $3.8M |
| Condor Capital Management | 0.36% | Add +7.9% | 227,327 | $3.7M |
| Gries Financial LLC | 0.58% | Add +4.9% | 211,750 | $3.4M |
| UBS Group AG | 0.00% | Add +2.6% | 193,120 | $3.1M |
| BlackRock Inc. | 0.00% | Add +11.0% | 183,752 | $3.0M |
| McKinley Capital Management LLC | 0.33% | Reduce -3.6% | 166,285 | $2.7M |
| HighTower Advisors, LLC | 0.00% | Add +3.9% | 163,887 | $2.7M |
| Goldman Sachs Group Inc. | 0.00% | Reduce -20.8% | 157,760 | $2.6M |
| Ameriprise Financial Inc. | 0.00% | Add +12.4% | 154,413 | $2.5M |
| Raymond James & Associates | 0.00% | Reduce -7.0% | 122,457 | $2.0M |
| Greenwich Investment Management, Inc. | 1.57% | Add +8.6% | 122,443 | $2.0M |
| BI Asset Management Fondsmaeglerselskab A/S | 0.04% | Reduce -19.9% | 116,669 | $1.9M |
| D. E. Shaw & Co. | 0.00% | Reduce -61.9% | 99,316 | $1.6M |
| Hennion & Walsh Asset Management, Inc. | 0.07% | Add +166.6% | 81,929 | $1.3M |
| PARK CIRCLE Co | 1.08% | No change | 71,225 | $1.2M |
| Pathstone Holdings, LLC | 0.01% | Add +1.9% | 69,254 | $1.1M |
| Truist Financial Corp. | 0.00% | Reduce -53.6% | 65,230 | $1.1M |
| Osaic Holdings, Inc. | 0.00% | Add +24.0% | 64,989 | $1.1M |
| Macquarie Group Ltd. | 0.00% | No change | 64,600 | $1.1M |
| PNC Financial Services Group, Inc. | 0.00% | No change | 63,888 | $1.0M |
| Tudor Investment Corporation | 0.01% | Reduce -40.5% | 63,275 | $1.0M |
| Bright Futures Wealth Management, LLC. | 0.53% | — | 53,606 | $973K |
| Raymond James Financial Services Advisors, Inc. | 0.00% | Add +6.2% | 57,998 | $944K |
| LPL Financial LLC | 0.00% | Add +11.0% | 55,677 | $906K |
| Janney Montgomery Scott LLC | 0.00% | Add +15.7% | 51,117 | $832K |
| US Bancorp \de | 0.00% | No change | 50,000 | $814K |
| GFS Advisors, LLC | 0.13% | Add +193.2% | 49,700 | $809K |
| Alps Advisors Inc. | 0.01% | Reduce -5.5% | 47,905 | $780K |
| BluePointe Capital Management, LLC | 0.52% | Reduce -4.0% | 45,473 | $762K |
| Global Retirement Partners, LLC | 0.03% | Add +9.2% | 46,708 | $760K |
| CANADA LIFE ASSURANCE Co | 0.00% | Add +13.4% | 46,578 | $759K |
| U.S. Capital Wealth Advisors, LLC | 0.03% | No change | 45,331 | $738K |
| Northeast Financial Consultants Inc | 0.03% | No change | 42,770 | $696K |
| Invesco Ltd. | 0.00% | Add +20.8% | 41,896 | $682K |
| FineMark National Bank & Trust | 0.03% | No change | 41,624 | $678K |
| Quadrature Capital Ltd | 0.01% | Add +6.6% | 41,039 | $668K |
| Virtus Advisers, LLC | 0.34% | Add +36.0% | 39,733 | $647K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +39.7% | 38,196 | $622K |
| Kovack Advisors, Inc. | 0.07% | Reduce -1.3% | 37,411 | $609K |
| Qube Research & Technologies Ltd | 0.00% | Add +4.2% | 36,552 | $595K |
| Arkadios Wealth Advisors | 0.05% | No change | 36,110 | $588K |
| Glenmede Trust Co. NA | 0.00% | No change | 35,829 | $583K |
| JPMorgan Chase & Co. | 0.00% | Reduce -16.4% | 34,600 | $563K |
| Envestnet Asset Management Inc. | 0.00% | Add +68.0% | 33,890 | $552K |
| ExodusPoint Capital Management, LP | 0.01% | Reduce -39.6% | 32,980 | $537K |
| Citadel Advisors | 0.00% | Reduce -64.3% | 32,758 | $533K |
| Keebeck Wealth Management | 0.08% | Reduce -0.3% | 31,000 | $520K |
| Cetera Investment Advisers | 0.00% | Add +198.6% | 30,172 | $491K |
| Clarus Group, Inc. | 0.34% | No change | 29,464 | $480K |
| Rockefeller Capital Management L.P. | 0.00% | Add +7.8% | 29,113 | $474K |
| Verdence Capital Advisors LLC | 0.04% | No change | 27,752 | $452K |
| Jump Financial, LLC | 0.01% | Add +9.8% | 27,208 | $443K |
| Stifel Financial Corp. | 0.00% | Reduce -18.6% | 26,199 | $427K |
| Wells Fargo & Company | 0.00% | Add +48.4% | 25,852 | $421K |
| Truvestments Capital LLC | 0.13% | Add +1.8% | 20,907 | $340K |
| Commonwealth Equity Services, LLC | 0.00% | Add +3.4% | 20,638 | $336K |
| Financial Alternatives, Inc | 0.25% | Reduce -4.6% | 19,991 | $325K |
| International Assets Investment Management, LLC | 0.03% | No change | 18,125 | $292K |
| Axxcess Wealth Management, LLC | 0.01% | No change | 17,573 | $286K |
| Independent Financial Group, LLC | 0.01% | No change | 16,447 | $268K |
| Cambria Investment Management, L.P. | 0.02% | New | 16,121 | $262K |
| Cubist Systematic Strategies, LLC | 0.00% | Reduce -29.7% | 15,666 | $255K |
| Centiva Capital, LP | 0.01% | New | 14,767 | $240K |
| Dynamic Technology Lab Private Ltd | 0.02% | New | 14,195 | $231K |
| Lazard Asset Management LLC | 0.00% | Add +0.3% | 13,113 | $213K |
| EMC Capital Management | 0.13% | Add +126.8% | 13,021 | $212K |
| Jane Street Group, LLC | 0.00% | Reduce -34.7% | 12,443 | $203K |
| Steward Partners Investment Advisory, LLC | 0.00% | Add +39.4% | 12,335 | $201K |
| Comerica Bank | 0.00% | Reduce -2.8% | 12,294 | $200K |
| HB Wealth Management, LLC | 0.00% | No change | 11,790 | $192K |
| Beacon Pointe Advisors, LLC | 0.00% | No change | 11,675 | $190K |
| GRIMES & Co WEALTH MANAGEMENT, LLC | 0.01% | Add +2.4% | 11,452 | $186K |
| Y-Intercept (Hong Kong) Ltd | 0.01% | New | 11,340 | $185K |
| Marcum Wealth, LLC | 0.02% | No change | 11,314 | $184K |
| Edge Capital Group, LLC | 0.01% | No change | 11,314 | $184K |
| Great Valley Advisor Group, Inc. | 0.01% | No change | 11,100 | $181K |
| Leonteq Securities AG | 0.02% | Reduce -63.9% | 11,000 | $179K |
| Kingsview Wealth Management, LLC | 0.00% | New | 10,527 | $171K |
| Connor, Clark & Lunn Investment Management Ltd. | 0.00% | New | 10,102 | $164K |
| Sunbelt Securities, Inc. | 0.02% | No change | 8,797 | $143K |
| Aquatic Capital Management LLC | 0.00% | Reduce -81.5% | 4,800 | $78K |
| Harbor Investment Advisory, LLC | 0.01% | No change | 4,210 | $69K |
| Tower Research Capital LLC (TRC) | 0.00% | Add +2378.8% | 3,743 | $61K |
| Tucker Asset Management LLC | 0.01% | Reduce -36.7% | 3,390 | $55K |
| Quarry LP | 0.02% | Add +84.9% | 2,529 | $41K |
| Allworth Financial LP | 0.00% | No change | 2,528 | $41K |
| Heritage Wealth Advisors | 0.00% | No change | 1,800 | $29K |
| AllSquare Wealth Management LLC | 0.02% | No change | 1,700 | $28K |
| Citigroup Inc. | 0.00% | Add +48.2% | 1,349 | $22K |
| Tyler-Stone Wealth Management | 0.01% | No change | 1,310 | $21K |
| Sound Income Strategies, LLC | 0.00% | No change | 1,191 | $19K |
| CIBC Private Wealth Group LLC | 0.00% | New | 1,000 | $16K |
| WealthCollab, LLC | 0.01% | No change | 482 | $8K |
| Cape Investment Advisory, Inc. | 0.00% | Reduce -92.4% | 387 | $6K |
| Lanark Financial, Inc. | 0.00% | No change | 400 | $6K |
| NewEdge Advisors, LLC | 0.00% | New | 161 | $3K |
| AdvisorNet Financial, Inc | 0.00% | Add +3.5% | 30 | $481 |
| Acadian Asset Management LLC | 0.00% | Reduce -92.6% | 11 | $0 |
"% of holder's portfolio" is CGBD's weight in each manager's 13F, not the share of Carlyle Secured Lending Inc. the manager owns.