Carlyle Secured LendingCGBD
13F holders, Q2 2025 (June 30)150holders +31
46new positions
13sold out
3famous investors
$13.71avg. 13F price*
At the end of Q2 2025, 150 institutions reported holding Carlyle Secured Lending Inc. (CGBD) in their 13F filings, up 31 from Q1 2025. 46 opened new positions and 13 sold out. The largest holders were Creative Planning ($67.3M), Morgan Stanley ($31.4M) and Prime Capital Investment Advisors, LLC ($30.2M). 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 Q1 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 46 | $90.9M |
| Exits | 13 | $4.7M |
All 13F filers, Q1 2025 → Q2 2025: 8,689,905 shares bought and 1,721,089 shares sold, net +6,968,816 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 150 holders
| Creative Planning | 0.06% | Add +0.9% | 4,916,335 | $67.3M |
| Morgan Stanley | 0.00% | Reduce -2.3% | 2,295,522 | $31.4M |
| Prime Capital Investment Advisors, LLC | 0.40% | New | 2,204,508 | $30.2M |
| Van Eck Associates Corp. | 0.03% | Add +48.4% | 1,785,996 | $24.4M |
| Choreo, LLC | 0.29% | New | 1,458,028 | $20.5M |
| LSV Asset Management | 0.03% | Reduce -31.5% | 860,563 | $11.8M |
| Bank of America Corp. | 0.00% | Reduce -25.1% | 795,522 | $10.9M |
| Invesco Ltd. | 0.00% | Add +18.5% | 779,586 | $10.7M |
| UBS Group AG | 0.00% | Add +37.9% | 567,546 | $7.8M |
| Cliffwater LLC | 1.54% | New | 548,617 | $7.5M |
| Mariner, LLC | 0.01% | New | 543,376 | $7.4M |
| Legal & General Group Plc | 0.00% | Add +38.4% | 459,870 | $6.3M |
| Rivernorth Capital Management, LLC | 0.27% | New | 357,013 | $4.9M |
| Muzinich & Co., Inc. | 2.20% | Add +81.1% | 352,617 | $4.8M |
| Two Sigma Advisers, LP | 0.01% | Reduce -35.2% | 334,700 | $4.6M |
| Royal Bank of Canada | 0.00% | Reduce -3.4% | 266,213 | $3.6M |
| BlackRock, Inc. | 0.00% | Add +33.9% | 264,185 | $3.6M |
| Sumitomo Mitsui Trust Group, Inc. | 0.00% | Add +44.0% | 264,138 | $3.6M |
| Two Sigma Investments, LP | 0.01% | Reduce -29.7% | 242,989 | $3.3M |
| Hager Investment Management Services, LLC | 1.93% | Add +4.5% | 236,263 | $3.2M |
| Advisors Asset Management, Inc. | 0.05% | Reduce -9.9% | 223,857 | $3.1M |
| BI Asset Management Fondsmaeglerselskab A/S | 0.03% | Add +9270.5% | 219,176 | $3.0M |
| Tudor Investment Corporation | 0.02% | Add +376.1% | 219,146 | $3.0M |
| Gries Financial LLC | 0.49% | No change | 197,240 | $2.7M |
| Novare Capital Management LLC | 0.22% | Add +10.6% | 194,680 | $2.7M |
| Ameriprise Financial Inc. | 0.00% | Add +2.5% | 190,921 | $2.6M |
| Y-Intercept (Hong Kong) Ltd | 0.06% | New | 180,466 | $2.5M |
| Raymond James Financial Inc. | 0.00% | Reduce -3.6% | 177,462 | $2.4M |
| Condor Capital Management | 0.21% | Reduce -36.3% | 175,506 | $2.4M |
| Ethos Financial Group, LLC | 0.21% | Add +1.3% | 174,172 | $2.4M |
| Corient Private Wealth LP | 0.00% | New | 167,300 | $2.3M |
| Qube Research & Technologies Ltd | 0.00% | Add +376.2% | 152,607 | $2.1M |
| Summit Trail Advisors, LLC | 0.04% | New | 146,027 | $2.1M |
| Denali Advisors LLC | 0.19% | Reduce -2.6% | 132,433 | $1.8M |
| Doliver Advisors, LP | 0.46% | New | 122,581 | $1.7M |
| Hennion & Walsh Asset Management, Inc. | 0.06% | Reduce -0.3% | 116,342 | $1.6M |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 0.00% | Reduce -21.3% | 102,650 | $1.4M |
| Northeast Financial Consultants Inc | 0.06% | Add +139.0% | 102,219 | $1.4M |
| Naviter Wealth, LLC | 0.16% | New | 90,991 | $1.3M |
| LPL Financial LLC | 0.00% | Add +9.6% | 90,409 | $1.2M |
| Comerica Bank | 0.00% | No change | 88,367 | $1.2M |
| Global Retirement Partners, LLC | 0.03% | — | 81,453 | $1.1M |
| Pathstone Holdings, LLC | 0.00% | Add +2.2% | 76,065 | $1.0M |
| PARK CIRCLE Co | 0.84% | No change | 71,225 | $974K |
| HighTower Advisors, LLC | 0.00% | Add +0.8% | 70,945 | $971K |
| Rockefeller Capital Management L.P. | 0.00% | Add +43.2% | 68,681 | $940K |
| Envestnet Asset Management Inc. | 0.00% | Add +9.1% | 67,308 | $921K |
| Cetera Investment Advisers | 0.00% | Add +15.3% | 67,124 | $918K |
| Truist Financial Corp. | 0.00% | No change | 64,957 | $889K |
| Virtus Investment Advisers, LLC | 0.29% | Add +21.6% | 63,217 | $865K |
| Osaic Holdings, Inc. | 0.00% | Reduce -11.5% | 54,125 | $741K |
| Lido Advisors, LLC | 0.00% | New | 52,234 | $735K |
| Susquehanna International Group, LLP | 0.00% | New | 50,389 | $689K |
| US Bancorp \de | 0.00% | No change | 50,000 | $684K |
| Triumph Capital Management | 0.20% | Add +19.7% | 49,845 | $682K |
| GFS Advisors, LLC | 0.09% | New | 49,700 | $680K |
| Round Rock Advisors LLC | 0.11% | Add +1.7% | 46,562 | $637K |
| CANADA LIFE ASSURANCE Co | 0.00% | Add +4.7% | 45,932 | $629K |
| Ieq Capital, LLC | 0.00% | Add +26.5% | 45,745 | $626K |
| Cascade Financial Partners, LLC | 0.07% | New | 43,840 | $600K |
| 1858 Wealth Management, LLC | 0.42% | New | 41,343 | $566K |
| Citadel Advisors | 0.00% | Reduce -76.6% | 41,015 | $561K |
| Verdence Capital Advisors LLC | 0.04% | Reduce -1.4% | 40,413 | $553K |
| FineMark National Bank & Trust | 0.02% | Reduce -3.0% | 40,381 | $552K |
| MQS Management LLC | 0.29% | New | 38,917 | $532K |
| Oxford Asset Management LLP | 0.17% | New | 37,198 | $509K |
| Dynamic Technology Lab Private Ltd | 0.07% | New | 37,061 | $507K |
| Janney Montgomery Scott LLC | 0.00% | Reduce -0.8% | 35,804 | $490K |
| Whipplewood Advisors, LLC | 0.26% | New | 34,802 | $476K |
| Magnetar Financial LLC | 0.00% | New | 34,727 | $475K |
| Flputnam Investment Management Co. | 0.01% | New | 34,483 | $472K |
| Aquatic Capital Management LLC | 0.01% | Add +33.8% | 34,407 | $471K |
| Wells Fargo & Company | 0.00% | Reduce -0.7% | 34,053 | $466K |
| Commonwealth Equity Services, LLC | 0.00% | Add +9.3% | 34,003 | $465K |
| Virtu Financial LLC | 0.02% | Add +74.1% | 33,023 | $452K |
| Apollon Wealth Management, LLC | 0.01% | Add +36.5% | 32,590 | $446K |
| Arkadios Wealth Advisors | 0.01% | No change | 32,410 | $443K |
| Steward Partners Investment Advisory, LLC | 0.00% | Add +72.0% | 32,249 | $441K |
| Glenmede Investment Management, LP | 0.00% | — | 32,175 | $440K |
| Keebeck Wealth Management | 0.06% | No change | 31,000 | $436K |
| Stifel Financial Corp. | 0.00% | Reduce -32.4% | 30,820 | $422K |
| Caxton Associates LLP | 0.01% | No change | 29,445 | $403K |
| United Advisor Group, LLC | 0.06% | Add +9.2% | 26,115 | $357K |
| Mackenzie Financial Corp. | 0.00% | Add +3.2% | 25,898 | $354K |
| Patton Albertson Miller Group, LLC | 0.05% | New | 25,114 | $344K |
| Transcend Capital Advisors, LLC | 0.03% | New | 25,015 | $342K |
| Independent Financial Group, LLC | 0.01% | Add +17.1% | 24,134 | $330K |
| Goldman Sachs Group Inc. | 0.00% | New | 22,529 | $308K |
| Fisher Asset Management | 0.00% | Add +0.9% | 22,461 | $307K |
| JPMorgan Chase & Co. | 0.00% | Reduce -31.7% | 22,216 | $304K |
| SMH Capital Advisors Inc. | 0.68% | New | 21,925 | $300K |
| Clarus Group, Inc. | 0.11% | No change | 21,291 | $291K |
| MAI Capital Management | 0.00% | New | 20,797 | $285K |
| Northern Trust Corp. | 0.00% | New | 19,401 | $265K |
| Catalina Capital Group, LLC | 0.18% | New | 19,239 | $263K |
| Savant Capital, LLC | 0.00% | Add +3.1% | 18,874 | $258K |
| International Assets Investment Management, LLC | 0.02% | No change | 18,125 | $248K |
| Mercer Global Advisors Inc. | 0.00% | New | 17,890 | $245K |
| Financial Alternatives, Inc | 0.16% | No change | 17,591 | $241K |
| Arista Wealth Management, LLC | 0.03% | New | 17,573 | $240K |
"% of holder's portfolio" is CGBD's weight in each manager's 13F, not the share of Carlyle Secured Lending Inc. the manager owns.