Carlyle Secured LendingCGBD
13F holders, Q3 2024 (September 30)124holders +7
22new positions
13sold out
3famous investors
$17.01avg. 13F price*
At the end of Q3 2024, 124 institutions reported holding Carlyle Secured Lending Inc. (CGBD) in their 13F filings, up 7 from Q2 2024. 22 opened new positions and 13 sold out. The largest holders were Morgan Stanley ($36.0M), LSV Asset Management ($23.6M) and Van Eck Associates Corp. ($21.7M). 3 famous investors held it, including Israel Englander (0.0% of Millennium Management's portfolio), Ken Griffin (0.0% of Citadel Advisors's portfolio) and Ken Fisher (0.0% of Fisher Asset Management's portfolio).
- Company
- Carlyle Secured Lending Inc.
- CUSIP
- 872280102
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2024 → Q3 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 22 | $10.3M |
| Exits | 13 | $4.3M |
All 13F filers, Q2 2024 → Q3 2024: 1,044,324 shares bought and 1,183,183 shares sold, net −138,859 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 124 holders
| Morgan Stanley | 0.00% | Add +4.9% | 2,122,775 | $36.0M |
| LSV Asset Management | 0.05% | Reduce -10.3% | 1,390,963 | $23.6M |
| Van Eck Associates Corp. | 0.03% | Add +6.2% | 1,251,840 | $21.7M |
| Bank of America Corp. | 0.00% | Add +8.9% | 1,148,573 | $19.5M |
| Two Sigma Advisers, LP | 0.02% | Reduce -21.9% | 474,100 | $8.0M |
| Legal & General Group Plc | 0.00% | Reduce -9.1% | 363,567 | $6.2M |
| Two Sigma Investments, LP | 0.01% | Reduce -12.8% | 342,154 | $5.8M |
| Advisors Asset Management, Inc. | 0.08% | Add +7.0% | 265,982 | $4.5M |
| Royal Bank of Canada | 0.00% | Reduce -1.0% | 265,627 | $4.5M |
| Condor Capital Management | 0.38% | Reduce -6.7% | 246,492 | $4.2M |
| Muzinich & Co., Inc. | 2.90% | Reduce -13.4% | 216,755 | $3.7M |
| Sumitomo Mitsui Trust Group, Inc. | 0.00% | Reduce -13.7% | 211,666 | $3.6M |
| Gries Financial LLC | 0.63% | No change | 197,990 | $3.4M |
| Novare Capital Management LLC | 0.26% | Reduce -15.1% | 177,805 | $3.0M |
| Ameriprise Financial Inc. | 0.00% | Reduce -4.7% | 163,687 | $2.8M |
| BlackRock, Inc. | 0.00% | — | 163,403 | $2.8M |
| Denali Advisors LLC | 0.28% | New | 150,931 | $2.6M |
| UBS Group AG | 0.00% | Add +12.1% | 142,270 | $2.4M |
| Raymond James & Associates | 0.00% | Add +4.6% | 132,790 | $2.3M |
| Herbst Group, LLC | 1.28% | New | 122,060 | $2.1M |
| Hennion & Walsh Asset Management, Inc. | 0.10% | Add +2.2% | 120,911 | $2.1M |
| Goldman Sachs Group Inc. | 0.00% | Reduce -53.3% | 78,880 | $1.3M |
| Osaic Holdings, Inc. | 0.00% | Add +4.4% | 74,937 | $1.3M |
| HighTower Advisors, LLC | 0.00% | Reduce -16.6% | 73,692 | $1.2M |
| Pathstone Holdings, LLC | 0.01% | Add +1.7% | 71,809 | $1.2M |
| PARK CIRCLE Co | 1.08% | No change | 71,225 | $1.2M |
| Neuberger Berman Group LLC | 0.00% | Reduce -68.1% | 66,423 | $1.1M |
| Truist Financial Corp. | 0.00% | No change | 64,959 | $1.1M |
| Macquarie Group Ltd. | 0.00% | No change | 64,600 | $1.1M |
| PNC Financial Services Group, Inc. | 0.00% | No change | 63,888 | $1.1M |
| Bright Futures Wealth Management, LLC. | 0.51% | Add +10.7% | 62,066 | $1.1M |
| LPL Financial LLC | 0.00% | Add +17.2% | 62,525 | $1.1M |
| Lazard Asset Management LLC | 0.00% | Add +65.7% | 61,666 | $1.0M |
| BluePointe Capital Management, LLC | 0.66% | Add +4.8% | 58,273 | $1.0M |
| Raymond James Financial Services Advisors, Inc. | 0.00% | Reduce -3.3% | 56,942 | $966K |
| Millennium Management | 0.00% | New | 55,936 | $949K |
| Trexquant Investment LP | 0.01% | Add +39.8% | 55,730 | $946K |
| Envestnet Asset Management Inc. | 0.00% | Add +26.1% | 51,505 | $874K |
| US Bancorp \de | 0.00% | No change | 50,000 | $849K |
| Cetera Investment Advisers | 0.00% | Add +31.4% | 48,592 | $825K |
| Global Retirement Partners, LLC | 0.02% | Reduce -0.2% | 48,414 | $822K |
| Alps Advisors Inc. | 0.01% | Reduce -4.3% | 47,410 | $805K |
| U.S. Capital Wealth Advisors, LLC | 0.03% | No change | 46,731 | $793K |
| BI Asset Management Fondsmaeglerselskab A/S | 0.01% | Reduce -22.8% | 45,564 | $773K |
| Janney Montgomery Scott LLC | 0.00% | Add +10.7% | 44,843 | $761K |
| Northeast Financial Consultants Inc | 0.03% | No change | 42,770 | $726K |
| Invesco Ltd. | 0.00% | Reduce -0.1% | 42,576 | $723K |
| FineMark National Bank & Trust | 0.02% | No change | 41,624 | $706K |
| CANADA LIFE ASSURANCE Co | 0.00% | Reduce -16.6% | 39,609 | $673K |
| Virtus Advisers, LLC | 0.31% | Reduce -9.2% | 38,933 | $661K |
| Redhawk Wealth Advisors, Inc. | 0.09% | Add +9.9% | 37,264 | $632K |
| Commonwealth Equity Services, LLC | 0.00% | Add +17.4% | 36,952 | $627K |
| Triumph Capital Management | 0.22% | Add +29.9% | 35,888 | $626K |
| Arkadios Wealth Advisors | 0.03% | Reduce -0.4% | 36,110 | $613K |
| Greenland Capital Management LP | 0.11% | New | 35,000 | $594K |
| Glenmede Trust Co. NA | 0.00% | Reduce -2.8% | 34,829 | $591K |
| Savant Capital, LLC | 0.00% | New | 34,798 | $591K |
| Franklin Resources Inc. | 0.00% | New | 33,889 | $585K |
| Kovack Advisors, Inc. | 0.06% | Reduce -12.8% | 32,181 | $546K |
| Keebeck Wealth Management | 0.08% | No change | 31,000 | $541K |
| Qube Research & Technologies Ltd | 0.00% | Reduce -13.3% | 31,260 | $530K |
| Rockefeller Capital Management L.P. | 0.00% | Add +5.0% | 31,058 | $527K |
| ExodusPoint Capital Management, LP | 0.01% | Reduce -49.7% | 30,991 | $526K |
| Stifel Financial Corp. | 0.00% | Add +3.5% | 30,274 | $514K |
| Clarus Group, Inc. | 0.21% | No change | 29,464 | $500K |
| Verdence Capital Advisors LLC | 0.04% | No change | 29,152 | $495K |
| Y-Intercept (Hong Kong) Ltd | 0.03% | New | 29,011 | $492K |
| Wells Fargo & Company | 0.00% | Reduce -1.9% | 28,885 | $490K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -34.5% | 23,764 | $403K |
| GRIMES & Co WEALTH MANAGEMENT, LLC | 0.01% | Add +14.2% | 23,414 | $397K |
| Deerfield Management Company, L.P. | 0.01% | New | 23,006 | $390K |
| Fisher Asset Management | 0.00% | New | 22,261 | $378K |
| JPMorgan Chase & Co. | 0.00% | Reduce -71.2% | 21,500 | $365K |
| Northern Trust Corp. | 0.00% | New | 21,039 | $357K |
| Independent Financial Group, LLC | 0.01% | No change | 20,615 | $350K |
| Financial Alternatives, Inc | 0.24% | No change | 19,991 | $339K |
| Apollon Wealth Management, LLC | 0.01% | New | 19,848 | $337K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +8.8% | 19,150 | $325K |
| Jump Financial, LLC | 0.01% | Reduce -16.0% | 18,535 | $315K |
| International Assets Investment Management, LLC | 0.03% | No change | 18,125 | $308K |
| Citadel Advisors | 0.00% | Reduce -46.0% | 18,102 | $307K |
| Steward Partners Investment Advisory, LLC | 0.00% | Add +33.9% | 17,598 | $299K |
| Eagle Global Advisors LLC | 0.01% | New | 17,065 | $290K |
| United Advisor Group, LLC | 0.06% | Add +13.6% | 15,105 | $256K |
| Good Life Advisors, LLC | 0.02% | New | 14,892 | $253K |
| Private Advisor Group, LLC | 0.00% | New | 13,850 | $235K |
| Jane Street Group, LLC | 0.00% | Add +30.9% | 13,775 | $234K |
| Activest Wealth Management | 0.07% | No change | 13,725 | $233K |
| Great Valley Advisor Group, Inc. | 0.01% | Add +12.9% | 13,165 | $223K |
| HB Wealth Management, LLC | 0.00% | No change | 11,790 | $200K |
| Marcum Wealth, LLC | 0.02% | No change | 11,314 | $192K |
| Edge Capital Group, LLC | 0.01% | No change | 11,314 | $192K |
| Lido Advisors, LLC | 0.00% | New | 10,169 | $173K |
| Comerica Bank | 0.00% | Add +1.2% | 9,218 | $156K |
| Sunbelt Securities, Inc. | 0.01% | No change | 8,797 | $149K |
| EMC Capital Management | 0.07% | Reduce -36.3% | 8,299 | $112K |
| Tower Research Capital LLC (TRC) | 0.00% | Add +5103.4% | 4,527 | $77K |
| Harbor Investment Advisory, LLC | 0.01% | No change | 4,210 | $71K |
| Allworth Financial LP | 0.00% | No change | 2,528 | $43K |
| Citigroup Inc. | 0.00% | Add +18.2% | 2,191 | $37K |
"% of holder's portfolio" is CGBD's weight in each manager's 13F, not the share of Carlyle Secured Lending Inc. the manager owns.