Carlyle Secured LendingCGBD
13F holders, Q2 2024 (June 30)117holders +6
17new positions
13sold out
3famous investors
$17.77avg. 13F price*
At the end of Q2 2024, 117 institutions reported holding Carlyle Secured Lending Inc. (CGBD) in their 13F filings, up 6 from Q1 2024. 17 opened new positions and 13 sold out. The largest holders were Morgan Stanley ($35.9M), LSV Asset Management ($27.5M) and Van Eck Associates Corp. ($20.9M). 3 famous investors held it, including Paul Tudor Jones (0.0% of Tudor Investment Corporation's portfolio), Ken Griffin (0.0% of Citadel Advisors'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 → Q2 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 17 | $3.6M |
| Exits | 13 | $7.4M |
All 13F filers, Q1 2024 → Q2 2024: 1,227,841 shares bought and 1,002,134 shares sold, net +225,707 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 117 holders
| Morgan Stanley | 0.00% | Add +0.9% | 2,023,504 | $35.9M |
| LSV Asset Management | 0.06% | Reduce -1.1% | 1,550,863 | $27.5M |
| Van Eck Associates Corp. | 0.03% | Add +17.6% | 1,179,099 | $20.9M |
| Bank of America Corp. | 0.00% | Add +9.5% | 1,054,295 | $18.7M |
| Two Sigma Advisers, LP | 0.02% | Add +113.3% | 606,800 | $10.8M |
| Legal & General Group Plc | 0.00% | Reduce -2.0% | 399,738 | $7.1M |
| Two Sigma Investments, LP | 0.02% | Add +30.1% | 392,378 | $7.0M |
| Royal Bank of Canada | 0.00% | Add +7.1% | 268,334 | $4.8M |
| Condor Capital Management | 0.45% | Add +16.3% | 264,311 | $4.7M |
| Muzinich & Co., Inc. | 3.56% | Reduce -2.7% | 250,357 | $4.4M |
| Advisors Asset Management, Inc. | 0.09% | Reduce -6.3% | 248,548 | $4.4M |
| Sumitomo Mitsui Trust Group, Inc. | 0.00% | Reduce -5.2% | 245,268 | $4.4M |
| Novare Capital Management LLC | 0.33% | Reduce -20.7% | 209,435 | $3.7M |
| Neuberger Berman Group LLC | 0.00% | Reduce -22.9% | 208,071 | $3.7M |
| Gries Financial LLC | 0.72% | Reduce -6.5% | 197,990 | $3.5M |
| BlackRock Inc. | 0.00% | Add +0.8% | 185,151 | $3.3M |
| Ameriprise Financial Inc. | 0.00% | Add +11.3% | 171,790 | $3.0M |
| Goldman Sachs Group Inc. | 0.00% | Add +7.0% | 168,759 | $3.0M |
| McKinley Capital Management LLC | 0.52% | Add +0.2% | 166,621 | $3.0M |
| Raymond James & Associates | 0.00% | Add +3.6% | 126,916 | $2.3M |
| UBS Group AG | 0.00% | Reduce -34.3% | 126,900 | $2.3M |
| Hennion & Walsh Asset Management, Inc. | 0.11% | Add +44.4% | 118,341 | $2.1M |
| Greenwich Investment Management, Inc. | 1.69% | Reduce -14.8% | 104,373 | $1.9M |
| HighTower Advisors, LLC | 0.00% | Reduce -46.1% | 88,320 | $1.6M |
| JPMorgan Chase & Co. | 0.00% | Add +115.6% | 74,600 | $1.3M |
| Osaic Holdings, Inc. | 0.00% | Add +10.4% | 71,763 | $1.3M |
| PARK CIRCLE Co | 1.25% | No change | 71,225 | $1.3M |
| Pathstone Holdings, LLC | 0.01% | Add +1.9% | 70,596 | $1.3M |
| Truist Financial Corp. | 0.00% | Reduce -0.4% | 64,959 | $1.2M |
| Macquarie Group Ltd. | 0.00% | No change | 64,600 | $1.1M |
| PNC Financial Services Group, Inc. | 0.00% | No change | 63,888 | $1.1M |
| ExodusPoint Capital Management, LP | 0.01% | Add +87.0% | 61,657 | $1.1M |
| BI Asset Management Fondsmaeglerselskab A/S | 0.02% | Reduce -49.4% | 59,036 | $1.0M |
| Raymond James Financial Services Advisors, Inc. | 0.00% | Add +1.6% | 58,899 | $1.0M |
| Tudor Investment Corporation | 0.01% | Reduce -7.1% | 58,805 | $1.0M |
| BluePointe Capital Management, LLC | 0.68% | Add +22.2% | 55,582 | $1.0M |
| Bright Futures Wealth Management, LLC. | 0.51% | Add +4.6% | 56,079 | $948K |
| LPL Financial LLC | 0.00% | Reduce -4.2% | 53,336 | $946K |
| US Bancorp \de | 0.00% | No change | 50,000 | $887K |
| GFS Advisors, LLC | 0.14% | Reduce -48.0% | 25,856 | $882K |
| Alps Advisors Inc. | 0.01% | Add +3.4% | 49,530 | $879K |
| Global Retirement Partners, LLC | 0.03% | Add +3.8% | 48,495 | $860K |
| CANADA LIFE ASSURANCE Co | 0.00% | Add +2.0% | 47,494 | $843K |
| U.S. Capital Wealth Advisors, LLC | 0.03% | Add +3.1% | 46,731 | $829K |
| Virtus Advisers, LLC | 0.37% | Add +8.0% | 42,895 | $761K |
| Northeast Financial Consultants Inc | 0.04% | No change | 42,770 | $759K |
| Invesco Ltd. | 0.00% | Add +1.8% | 42,635 | $756K |
| FineMark National Bank & Trust | 0.03% | No change | 41,624 | $738K |
| Envestnet Asset Management Inc. | 0.00% | Add +20.5% | 40,837 | $724K |
| Janney Montgomery Scott LLC | 0.00% | Reduce -20.7% | 40,514 | $719K |
| Trexquant Investment LP | 0.01% | New | 39,878 | $707K |
| Lazard Asset Management LLC | 0.00% | Add +183.9% | 37,226 | $660K |
| Cetera Investment Advisers | 0.00% | Add +22.6% | 36,995 | $656K |
| Kovack Advisors, Inc. | 0.07% | Reduce -1.4% | 36,889 | $654K |
| Arkadios Wealth Advisors | 0.04% | Add +0.4% | 36,265 | $643K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -5.1% | 36,251 | $643K |
| Qube Research & Technologies Ltd | 0.00% | Reduce -1.4% | 36,050 | $640K |
| Glenmede Trust Co. NA | 0.00% | No change | 35,829 | $636K |
| Redhawk Wealth Advisors, Inc. | 0.09% | New | 33,909 | $602K |
| Citadel Advisors | 0.00% | Add +2.4% | 33,527 | $595K |
| Keebeck Wealth Management | 0.08% | No change | 31,000 | $565K |
| Commonwealth Equity Services, LLC | 0.00% | Add +52.6% | 31,490 | $559K |
| Rockefeller Capital Management L.P. | 0.00% | Add +1.6% | 29,568 | $525K |
| Clarus Group, Inc. | 0.23% | No change | 29,464 | $523K |
| Wells Fargo & Company | 0.00% | Add +13.9% | 29,456 | $523K |
| Stifel Financial Corp. | 0.00% | Add +11.6% | 29,235 | $519K |
| Verdence Capital Advisors LLC | 0.05% | Add +5.0% | 29,152 | $517K |
| Triumph Capital Management | 0.20% | New | 27,632 | $503K |
| Aquatic Capital Management LLC | 0.02% | Add +408.3% | 24,400 | $433K |
| Cambria Investment Management, L.P. | 0.02% | Add +41.4% | 22,802 | $405K |
| D. E. Shaw & Co. | 0.00% | Reduce -77.4% | 22,439 | $398K |
| Jump Financial, LLC | 0.01% | Reduce -18.9% | 22,072 | $392K |
| Sanctuary Advisors, LLC | 0.00% | — | 22,513 | $385K |
| Independent Financial Group, LLC | 0.01% | Add +25.3% | 20,615 | $366K |
| GRIMES & Co WEALTH MANAGEMENT, LLC | 0.01% | Add +79.0% | 20,502 | $364K |
| Financial Alternatives, Inc | 0.27% | No change | 19,991 | $355K |
| Truvestments Capital LLC | 0.14% | Reduce -4.8% | 19,899 | $353K |
| Gsa Capital Partners LLP | 0.02% | New | 19,135 | $339K |
| International Assets Investment Management, LLC | 0.03% | No change | 18,125 | $322K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | New | 17,604 | $312K |
| Activest Wealth Management | 0.08% | New | 13,725 | $243K |
| United Advisor Group, LLC | 0.07% | New | 13,302 | $236K |
| Steward Partners Investment Advisory, LLC | 0.00% | Add +6.6% | 13,147 | $233K |
| EMC Capital Management | 0.13% | No change | 13,021 | $231K |
| Connor, Clark & Lunn Investment Management Ltd. | 0.00% | Add +23.2% | 12,449 | $221K |
| HB Wealth Management, LLC | 0.00% | No change | 11,790 | $209K |
| Great Valley Advisor Group, Inc. | 0.01% | Add +5.1% | 11,665 | $207K |
| Marcum Wealth, LLC | 0.02% | No change | 11,314 | $201K |
| Edge Capital Group, LLC | 0.01% | No change | 11,314 | $201K |
| Magnetar Financial LLC | 0.00% | New | 10,678 | $189K |
| Jane Street Group, LLC | 0.00% | Reduce -15.4% | 10,526 | $187K |
| Kingsview Wealth Management, LLC | 0.00% | Reduce -2.6% | 10,253 | $182K |
| Virtu Financial LLC | 0.01% | New | 10,007 | $178K |
| Comerica Bank | 0.00% | Reduce -25.9% | 9,106 | $162K |
| Sunbelt Securities, Inc. | 0.02% | No change | 8,797 | $156K |
| Group One Trading LLC | 0.00% | New | 5,237 | $93K |
| Harbor Investment Advisory, LLC | 0.01% | No change | 4,210 | $75K |
| nVerses Capital, LLC | 0.03% | New | 3,000 | $53K |
| Northwestern Mutual Wealth Management Co. | 0.00% | New | 2,910 | $52K |
| Allworth Financial LP | 0.00% | No change | 2,528 | $45K |
"% of holder's portfolio" is CGBD's weight in each manager's 13F, not the share of Carlyle Secured Lending Inc. the manager owns.