Carlyle Secured LendingCGBD
13F holders, Q4 2024 (December 31)115holders −9
12new positions
23sold out
1famous investor
$17.86avg. 13F price*
At the end of Q4 2024, 115 institutions reported holding Carlyle Secured Lending Inc. (CGBD) in their 13F filings, down 9 from Q3 2024. 12 opened new positions and 23 sold out. The largest holders were Morgan Stanley ($40.8M), Van Eck Associates Corp. ($23.3M) and LSV Asset Management ($22.6M). One famous investor held it 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 Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 12 | $3.5M |
| Exits | 23 | $10.1M |
All 13F filers, Q3 2024 → Q4 2024: 1,626,828 shares bought and 1,035,585 shares sold, net +591,243 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 115 holders
| Morgan Stanley | 0.00% | Add +7.3% | 2,277,266 | $40.8M |
| Van Eck Associates Corp. | 0.03% | Add +3.6% | 1,297,306 | $23.3M |
| LSV Asset Management | 0.05% | Reduce -9.3% | 1,261,689 | $22.6M |
| Bank of America Corp. | 0.00% | Add +3.8% | 1,192,606 | $21.4M |
| Invesco Ltd. | 0.00% | Add +1449.2% | 659,564 | $11.8M |
| Two Sigma Advisers, LP | 0.02% | Reduce -5.3% | 449,100 | $8.1M |
| UBS Group AG | 0.00% | Add +169.4% | 383,334 | $6.9M |
| Legal & General Group Plc | 0.00% | Reduce -7.4% | 336,616 | $6.0M |
| Two Sigma Investments, LP | 0.01% | Reduce -15.8% | 288,066 | $5.2M |
| Royal Bank of Canada | 0.00% | Add +1.9% | 270,558 | $4.9M |
| Condor Capital Management | 0.42% | Add +8.3% | 266,836 | $4.8M |
| Advisors Asset Management, Inc. | 0.08% | Reduce -9.8% | 239,970 | $4.3M |
| Hager Investment Management Services, LLC | 2.56% | — | 228,267 | $4.1M |
| BlackRock, Inc. | 0.00% | Add +24.4% | 203,200 | $3.6M |
| Muzinich & Co., Inc. | 2.56% | Reduce -6.6% | 202,472 | $3.6M |
| Gries Financial LLC | 0.63% | No change | 197,990 | $3.5M |
| Sumitomo Mitsui Trust Group, Inc. | 0.00% | Reduce -6.8% | 197,383 | $3.5M |
| Raymond James Financial Inc. | 0.00% | — | 179,764 | $3.2M |
| Ameriprise Financial Inc. | 0.00% | Add +9.3% | 178,830 | $3.2M |
| Novare Capital Management LLC | 0.27% | Add +0.5% | 178,705 | $3.2M |
| Denali Advisors LLC | 0.26% | Reduce -7.0% | 140,447 | $2.5M |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 0.00% | — | 130,500 | $2.3M |
| Herbst Group, LLC | 1.42% | Add +4.2% | 127,180 | $2.3M |
| Hennion & Walsh Asset Management, Inc. | 0.10% | Reduce -3.2% | 117,003 | $2.1M |
| Comerica Bank | 0.01% | Add +859.5% | 88,445 | $1.6M |
| HighTower Advisors, LLC | 0.00% | Add +1.9% | 75,065 | $1.3M |
| Pathstone Holdings, LLC | 0.01% | Add +1.8% | 73,100 | $1.3M |
| Osaic Holdings, Inc. | 0.00% | Reduce -3.0% | 72,713 | $1.3M |
| PARK CIRCLE Co | 1.16% | No change | 71,225 | $1.3M |
| Trexquant Investment LP | 0.01% | Add +25.3% | 69,850 | $1.3M |
| Truist Financial Corp. | 0.00% | No change | 64,959 | $1.2M |
| Macquarie Group Ltd. | 0.00% | No change | 64,600 | $1.2M |
| Bright Futures Wealth Management, LLC. | 1.01% | Reduce -1.2% | 61,308 | $1.1M |
| LPL Financial LLC | 0.00% | Reduce -1.0% | 61,909 | $1.1M |
| BluePointe Capital Management, LLC | 0.62% | Add +0.7% | 58,664 | $1.1M |
| Envestnet Asset Management Inc. | 0.00% | Add +0.0% | 51,513 | $924K |
| Global Retirement Partners, LLC | 0.03% | Add +3.5% | 50,093 | $898K |
| US Bancorp \de | 0.00% | No change | 50,000 | $897K |
| GFS Advisors, LLC | 0.14% | New | 49,700 | $891K |
| Rockefeller Capital Management L.P. | 0.00% | Add +54.5% | 47,988 | $860K |
| Virtus Advisers, LLC | 0.35% | Add +22.7% | 47,761 | $856K |
| Cetera Investment Advisers | 0.00% | Reduce -6.7% | 45,352 | $813K |
| Northeast Financial Consultants Inc | 0.03% | No change | 42,770 | $767K |
| Janney Montgomery Scott LLC | 0.00% | Reduce -5.3% | 42,490 | $762K |
| FineMark National Bank & Trust | 0.03% | No change | 41,624 | $746K |
| Stifel Financial Corp. | 0.00% | Add +35.1% | 40,909 | $733K |
| Connor, Clark & Lunn Investment Management Ltd. | 0.00% | New | 39,976 | $717K |
| Triumph Capital Management | 0.24% | Add +10.3% | 39,593 | $710K |
| Redhawk Wealth Advisors, Inc. | 0.10% | Add +5.7% | 39,403 | $706K |
| CANADA LIFE ASSURANCE Co | 0.00% | Reduce -5.9% | 37,269 | $668K |
| U.S. Capital Wealth Advisors, LLC | 0.02% | Reduce -22.5% | 36,200 | $649K |
| Glenmede Trust Co. NA | 0.00% | No change | 34,829 | $624K |
| Greenland Capital Management LP | 0.12% | Reduce -7.1% | 32,500 | $583K |
| Arkadios Wealth Advisors | 0.03% | Reduce -10.3% | 32,410 | $581K |
| Verdence Capital Advisors LLC | 0.05% | Add +10.8% | 32,302 | $579K |
| Keebeck Wealth Management | 0.08% | No change | 31,000 | $570K |
| Wells Fargo & Company | 0.00% | Add +10.0% | 31,778 | $570K |
| Apollon Wealth Management, LLC | 0.01% | Add +53.1% | 30,386 | $545K |
| GRIMES & Co WEALTH MANAGEMENT, LLC | 0.02% | Add +28.6% | 30,104 | $540K |
| JPMorgan Chase & Co. | 0.00% | Add +37.8% | 29,629 | $531K |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -22.6% | 28,612 | $513K |
| Kovack Advisors, Inc. | 0.04% | Reduce -22.7% | 24,875 | $446K |
| United Advisor Group, LLC | 0.08% | Add +58.4% | 23,919 | $429K |
| Fisher Asset Management | 0.00% | No change | 22,261 | $399K |
| Aptus Capital Advisors, LLC | 0.00% | New | 21,291 | $391K |
| Clarus Group, Inc. | 0.14% | Reduce -27.7% | 21,291 | $382K |
| Independent Financial Group, LLC | 0.01% | No change | 20,615 | $370K |
| Caxton Associates LP | 0.01% | New | 20,213 | $362K |
| Financial Alternatives, Inc | 0.25% | No change | 19,991 | $358K |
| Northern Trust Corp. | 0.00% | Reduce -6.3% | 19,718 | $354K |
| Qube Research & Technologies Ltd | 0.00% | Reduce -39.6% | 18,887 | $339K |
| Round Rock Advisors LLC | 0.07% | New | 18,570 | $333K |
| XTX Topco Ltd | 0.03% | New | 18,541 | $332K |
| International Assets Investment Management, LLC | 0.03% | No change | 18,125 | $328K |
| Steward Partners Investment Advisory, LLC | 0.00% | Add +2.6% | 18,064 | $324K |
| Savant Capital, LLC | 0.00% | Reduce -48.7% | 17,860 | $320K |
| Eagle Global Advisors LLC | 0.01% | No change | 17,065 | $306K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -35.0% | 15,453 | $277K |
| Activest Wealth Management | 0.07% | No change | 13,725 | $246K |
| Creative Planning | 0.00% | New | 13,389 | $240K |
| EMC Capital Management | 0.13% | Add +56.9% | 13,021 | $233K |
| HB Wealth Management, LLC | 0.00% | No change | 11,790 | $211K |
| Lido Advisors, LLC | 0.00% | Add +12.3% | 11,416 | $210K |
| Great Valley Advisor Group, Inc. | 0.00% | Reduce -11.4% | 11,665 | $209K |
| Marcum Wealth, LLC | 0.02% | No change | 11,314 | $203K |
| Edge Capital Group, LLC | 0.01% | Add +470.3% | 64,518 | $203K |
| Sunbelt Securities, Inc. | 0.01% | No change | 8,797 | $161K |
| Cwm, LLC | 0.00% | New | 6,500 | $117K |
| Tower Research Capital LLC (TRC) | 0.00% | Reduce -4.3% | 4,332 | $78K |
| Harbor Investment Advisory, LLC | 0.01% | No change | 4,210 | $75K |
| Citigroup Inc. | 0.00% | Add +30.1% | 2,851 | $51K |
| Canton Hathaway, LLC | 0.01% | New | 2,640 | $47K |
| Allworth Financial LP | 0.00% | No change | 2,528 | $46K |
| Aquatic Capital Management LLC | 0.00% | Add +541.8% | 2,567 | $46K |
| BI Asset Management Fondsmaeglerselskab A/S | 0.00% | Reduce -94.9% | 2,339 | $42K |
| Heritage Wealth Advisors | 0.00% | No change | 2,100 | $38K |
| AllSquare Wealth Management LLC | 0.02% | No change | 1,700 | $30K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -28.2% | 1,530 | $27K |
| Truvestments Capital LLC | 0.01% | Add +30.8% | 1,291 | $23K |
| Darwin Wealth Management, LLC | 0.01% | New | 1,200 | $22K |
| Sound Income Strategies, LLC | 0.00% | No change | 1,191 | $21K |
| NewEdge Advisors, LLC | 0.00% | Add +574.5% | 1,086 | $19K |
| Trust Co. of Vermont | 0.00% | New | 1,080 | $19K |
| National Bank of Canada | 0.00% | New | 1,033 | $19K |
| Raleigh Capital Management Inc. | 0.00% | No change | 600 | $11K |
| WealthCollab, LLC | 0.01% | No change | 482 | $9K |
| Avion Wealth | 0.00% | No change | 500 | $8K |
| Chelsea Counsel Co. | 0.00% | No change | 340 | $6K |
| Group One Trading LLC | 0.00% | Add +157.9% | 294 | $5K |
| Birchbrook, Inc. | 0.00% | Add +2.2% | 94 | $2K |
| Toth Financial Advisory Corp. | 0.00% | No change | 90 | $2K |
| YANKCOM Partnership | 0.00% | — | 64 | $1K |
| Parvin Asset Management, LLC | 0.00% | — | 50 | $897 |
| AdvisorNet Financial, Inc | 0.00% | Add +3.2% | 32 | $567 |
| Acadian Asset Management LLC | 0.00% | No change | 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.