Carlyle Secured LendingCGBD
13F holders, Q1 2025 (March 31)119holders +4
18new positions
13sold out
3famous investors
$16.18avg. 13F price*
At the end of Q1 2025, 119 institutions reported holding Carlyle Secured Lending Inc. (CGBD) in their 13F filings, up 4 from Q4 2024. 18 opened new positions and 13 sold out. The largest holders were Creative Planning ($78.8M), Morgan Stanley ($38.0M) and LSV Asset Management ($20.3M). 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 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 Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 18 | $10.4M |
| Exits | 13 | $6.3M |
All 13F filers, Q4 2024 → Q1 2025: 5,993,270 shares bought and 760,808 shares sold, net +5,232,462 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 119 holders
| Creative Planning | 0.07% | Add +36290.1% | 4,872,273 | $78.8M |
| Morgan Stanley | 0.00% | Add +3.2% | 2,349,247 | $38.0M |
| LSV Asset Management | 0.05% | Reduce -0.4% | 1,256,089 | $20.3M |
| Van Eck Associates Corp. | 0.03% | Reduce -7.2% | 1,203,863 | $19.5M |
| Bank of America Corp. | 0.00% | Reduce -11.0% | 1,061,779 | $17.2M |
| Invesco Ltd. | 0.00% | Reduce -0.3% | 657,900 | $10.6M |
| Two Sigma Advisers, LP | 0.02% | Add +15.1% | 516,800 | $8.4M |
| UBS Group AG | 0.00% | Add +7.4% | 411,585 | $6.7M |
| Two Sigma Investments, LP | 0.01% | Add +20.0% | 345,805 | $5.6M |
| Legal & General Group Plc | 0.00% | Reduce -1.3% | 332,189 | $5.4M |
| Royal Bank of Canada | 0.00% | Add +1.9% | 275,612 | $4.5M |
| Condor Capital Management | 0.42% | Add +3.2% | 275,409 | $4.5M |
| Advisors Asset Management, Inc. | 0.08% | Add +3.5% | 248,348 | $4.0M |
| Hager Investment Management Services, LLC | 2.56% | Reduce -0.9% | 226,166 | $3.7M |
| BlackRock, Inc. | 0.00% | Reduce -2.9% | 197,325 | $3.2M |
| Gries Financial LLC | 0.62% | Reduce -0.4% | 197,240 | $3.2M |
| Muzinich & Co., Inc. | 1.93% | Reduce -3.8% | 194,717 | $3.2M |
| Ameriprise Financial Inc. | 0.00% | Add +4.2% | 186,304 | $3.0M |
| Raymond James Financial Inc. | 0.00% | Add +2.4% | 184,149 | $3.0M |
| Sumitomo Mitsui Trust Group, Inc. | 0.00% | Reduce -7.1% | 183,401 | $3.0M |
| Novare Capital Management LLC | 0.25% | Reduce -1.5% | 175,955 | $2.8M |
| Citadel Advisors | 0.00% | New | 175,568 | $2.8M |
| Ethos Financial Group, LLC | 0.27% | New | 171,871 | $2.8M |
| Denali Advisors LLC | 0.25% | Reduce -3.1% | 136,036 | $2.2M |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 0.00% | No change | 130,500 | $2.1M |
| Hennion & Walsh Asset Management, Inc. | 0.08% | Reduce -0.3% | 116,635 | $1.9M |
| Comerica Bank | 0.01% | Reduce -0.1% | 88,367 | $1.4M |
| LPL Financial LLC | 0.00% | Add +33.2% | 82,458 | $1.3M |
| Pathstone Holdings, LLC | 0.01% | Add +1.8% | 74,437 | $1.2M |
| PARK CIRCLE Co | 1.03% | No change | 71,225 | $1.2M |
| HighTower Advisors, LLC | 0.00% | Reduce -6.2% | 70,404 | $1.1M |
| Greenland Capital Management LP | 0.20% | Add +115.4% | 70,000 | $1.1M |
| Truist Financial Corp. | 0.00% | Reduce 0.0% | 64,957 | $1.1M |
| Macquarie Group Ltd. | 0.00% | No change | 64,600 | $1.0M |
| BluePointe Capital Management, LLC | 0.39% | Add +4.9% | 61,517 | $1.0M |
| Envestnet Asset Management Inc. | 0.00% | Add +19.8% | 61,709 | $998K |
| Osaic Holdings, Inc. | 0.00% | Reduce -15.9% | 61,139 | $989K |
| Cetera Investment Advisers | 0.00% | Add +28.3% | 58,195 | $942K |
| ExodusPoint Capital Management, LP | 0.01% | New | 57,078 | $924K |
| Redhawk Wealth Advisors, Inc. | 0.12% | Add +36.5% | 53,784 | $870K |
| Virtus Investment Advisers, LLC | 0.23% | New | 51,990 | $841K |
| US Bancorp \de | 0.00% | No change | 50,000 | $809K |
| Bright Futures Wealth Management, LLC. | 0.89% | Reduce -6.9% | 57,064 | $805K |
| Rockefeller Capital Management L.P. | 0.00% | Reduce -0.0% | 47,971 | $776K |
| Tudor Investment Corporation | 0.01% | New | 46,030 | $745K |
| Round Rock Advisors LLC | 0.14% | Add +146.6% | 45,800 | $741K |
| Stifel Financial Corp. | 0.00% | Add +11.4% | 45,568 | $737K |
| CANADA LIFE ASSURANCE Co | 0.00% | Add +17.8% | 43,892 | $711K |
| Northeast Financial Consultants Inc | 0.03% | No change | 42,770 | $692K |
| Triumph Capital Management | 0.22% | Add +5.2% | 41,631 | $674K |
| FineMark National Bank & Trust | 0.02% | No change | 41,624 | $673K |
| Verdence Capital Advisors LLC | 0.05% | Add +26.8% | 40,965 | $663K |
| Ieq Capital, LLC | 0.00% | New | 36,151 | $585K |
| Janney Montgomery Scott LLC | 0.00% | Reduce -15.1% | 36,085 | $584K |
| Wells Fargo & Company | 0.00% | Add +7.9% | 34,289 | $555K |
| JPMorgan Chase & Co. | 0.00% | Add +9.8% | 32,526 | $526K |
| Arkadios Wealth Advisors | 0.02% | No change | 32,410 | $524K |
| Glenmede Trust Co. NA | 0.00% | Reduce -7.6% | 32,175 | $521K |
| Qube Research & Technologies Ltd | 0.00% | Add +69.7% | 32,049 | $519K |
| Commonwealth Equity Services, LLC | 0.00% | Add +8.7% | 31,107 | $503K |
| Keebeck Wealth Management | 0.07% | No change | 31,000 | $502K |
| Caxton Associates LLP | 0.02% | — | 29,445 | $476K |
| AdvisorNet Financial, Inc | 0.03% | Add +81343.8% | 26,062 | $422K |
| Aquatic Capital Management LLC | 0.01% | Add +901.5% | 25,708 | $416K |
| Mackenzie Financial Corp. | 0.00% | New | 25,090 | $406K |
| United Advisor Group, LLC | 0.08% | No change | 23,919 | $387K |
| Trexquant Investment LP | 0.00% | Reduce -65.8% | 23,909 | $387K |
| Apollon Wealth Management, LLC | 0.01% | Reduce -21.4% | 23,883 | $386K |
| Fisher Asset Management | 0.00% | Add +0.0% | 22,262 | $360K |
| Clarus Group, Inc. | 0.13% | No change | 21,291 | $344K |
| XTX Topco Ltd | 0.02% | Add +13.4% | 21,019 | $340K |
| Independent Financial Group, LLC | 0.01% | No change | 20,615 | $334K |
| Connor, Clark & Lunn Investment Management Ltd. | 0.00% | Reduce -48.9% | 20,413 | $330K |
| Virtu Financial LLC | 0.02% | New | 18,967 | $307K |
| Steward Partners Investment Advisory, LLC | 0.00% | Add +3.8% | 18,751 | $303K |
| Savant Capital, LLC | 0.00% | Add +2.5% | 18,298 | $296K |
| International Assets Investment Management, LLC | 0.03% | No change | 18,125 | $293K |
| MGB Wealth Management, LLC | 0.11% | New | 17,199 | $291K |
| Financial Alternatives, Inc | 0.20% | Reduce -12.0% | 17,591 | $285K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -0.7% | 15,349 | $248K |
| Activest Wealth Management | 0.06% | No change | 13,725 | $222K |
| EMC Capital Management | 0.13% | No change | 13,021 | $211K |
| Quadrature Capital Ltd | 0.00% | New | 12,777 | $207K |
| HB Wealth Management, LLC | 0.00% | No change | 11,790 | $191K |
| Great Valley Advisor Group, Inc. | 0.00% | No change | 11,665 | $189K |
| SCS Capital Management LLC | 0.00% | New | 11,314 | $188K |
| Marcum Wealth, LLC | 0.02% | No change | 11,314 | $183K |
| Cerity Partners LLC | 0.00% | New | 10,505 | $170K |
| U.S. Capital Wealth Advisors, LLC | 0.01% | Reduce -71.5% | 10,310 | $167K |
| Sunbelt Securities, Inc. | 0.01% | Add +17.1% | 10,297 | $167K |
| Canton Hathaway, LLC | 0.03% | Add +271.0% | 9,795 | $158K |
| Citigroup Inc. | 0.00% | Add +156.3% | 7,307 | $118K |
| Cwm, LLC | 0.00% | Add +4.7% | 6,802 | $110K |
| Harbor Investment Advisory, LLC | 0.01% | No change | 4,210 | $68K |
| BI Asset Management Fondsmaeglerselskab A/S | 0.00% | No change | 2,339 | $38K |
| Allworth Financial LP | 0.00% | No change | 2,528 | $37K |
| Heritage Wealth Advisors | 0.00% | No change | 2,100 | $34K |
| Quarry LP | 0.01% | New | 2,007 | $32K |
| Northwestern Mutual Wealth Management Co. | 0.00% | No change | 1,530 | $25K |
| AllSquare Wealth Management LLC | 0.01% | Reduce -17.6% | 1,400 | $23K |
"% of holder's portfolio" is CGBD's weight in each manager's 13F, not the share of Carlyle Secured Lending Inc. the manager owns.