Carlyle Secured LendingCGBD
13F holders, Q3 2025 (September 30)150holders
20new positions
20sold out
3famous investors
$12.53avg. 13F price*
At the end of Q3 2025, 150 institutions reported holding Carlyle Secured Lending Inc. (CGBD) in their 13F filings, unchanged from Q2 2025. 20 opened new positions and 20 sold out. The largest holders were Creative Planning ($57.9M), Morgan Stanley ($30.2M) and Van Eck Associates Corp. ($22.9M). 3 famous investors held it, including Israel Englander (0.0% of Millennium Management's portfolio), David E. Shaw (0.0% of D. E. Shaw & Co.'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 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 20 | $15.9M |
| Exits | 20 | $40.3M |
All 13F filers, Q2 2025 → Q3 2025: 4,851,257 shares bought and 4,556,442 shares sold, net +294,815 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 150 holders
| Creative Planning | 0.04% | Reduce -5.8% | 4,631,450 | $57.9M |
| Morgan Stanley | 0.00% | Add +5.1% | 2,412,671 | $30.2M |
| Van Eck Associates Corp. | 0.02% | Add +2.4% | 1,829,519 | $22.9M |
| Choreo, LLC | 0.25% | Add +0.1% | 1,458,708 | $18.8M |
| Rivernorth Capital Management, LLC | 0.86% | Add +236.4% | 1,201,142 | $15.0M |
| Invesco Ltd. | 0.00% | Add +15.6% | 901,237 | $11.3M |
| Two Sigma Investments, LP | 0.01% | Add +199.4% | 727,570 | $9.1M |
| Bank of America Corp. | 0.00% | Reduce -15.3% | 673,389 | $8.4M |
| UBS Group AG | 0.00% | Add +12.0% | 635,484 | $7.9M |
| Mariner, LLC | 0.01% | Reduce -0.1% | 543,021 | $6.8M |
| Muzinich & Co., Inc. | 2.42% | Add +41.8% | 499,918 | $6.2M |
| BlackRock, Inc. | 0.00% | Add +86.7% | 493,129 | $6.2M |
| Two Sigma Advisers, LP | 0.01% | Add +44.8% | 484,700 | $6.1M |
| North Ground Capital | 3.65% | New | 476,134 | $6.0M |
| Legal & General Group Plc | 0.00% | Reduce -4.2% | 440,438 | $5.5M |
| Sumitomo Mitsui Trust Group, Inc. | 0.00% | Add +58.4% | 418,493 | $5.2M |
| LSV Asset Management | 0.01% | Reduce -54.3% | 393,450 | $4.9M |
| Rockefeller Capital Management L.P. | 0.01% | Add +383.8% | 332,271 | $4.2M |
| Corient Private Wealth LP | 0.01% | Add +75.0% | 292,845 | $3.7M |
| Wells Fargo & Company | 0.00% | Add +696.7% | 271,299 | $3.4M |
| BI Asset Management Fondsmaeglerselskab A/S | 0.03% | Add +22.2% | 267,882 | $3.3M |
| Hager Investment Management Services, LLC | 1.60% | Add +0.1% | 236,458 | $3.0M |
| Advisors Asset Management, Inc. | 0.05% | Add +5.5% | 236,167 | $3.0M |
| Cliffwater LLC | 0.55% | Reduce -62.2% | 207,319 | $2.6M |
| Qube Research & Technologies Ltd | 0.00% | Add +35.6% | 206,966 | $2.6M |
| Novare Capital Management LLC | 0.19% | Add +5.1% | 204,650 | $2.6M |
| Gries Financial LLC | 0.37% | Reduce -4.8% | 187,755 | $2.3M |
| Condor Capital Management | 0.19% | Add +4.2% | 182,951 | $2.3M |
| Raymond James Financial Inc. | 0.00% | Reduce -1.2% | 175,274 | $2.2M |
| Royal Bank of Canada | 0.00% | Reduce -37.1% | 167,412 | $2.1M |
| Hennion & Walsh Asset Management, Inc. | 0.08% | Add +43.8% | 167,312 | $2.1M |
| Ethos Financial Group, LLC | 0.16% | Reduce -4.8% | 165,775 | $2.1M |
| NorthCoast Asset Management LLC | 0.01% | New | 151,749 | $1.9M |
| Summit Trail Advisors, LLC | 0.03% | No change | 146,027 | $1.9M |
| Marshall Wace, LLP | 0.00% | New | 140,736 | $1.8M |
| Y-Intercept (Hong Kong) Ltd | 0.04% | Reduce -29.4% | 127,321 | $1.6M |
| Doliver Advisors, LP | 0.40% | No change | 122,581 | $1.5M |
| Ameriprise Financial Inc. | 0.00% | Reduce -37.7% | 118,947 | $1.5M |
| Denali Advisors LLC | 0.16% | Reduce -16.0% | 111,211 | $1.4M |
| Brevan Howard Capital Management LP | 0.02% | Add +925.6% | 108,636 | $1.4M |
| LPL Financial LLC | 0.00% | Add +15.7% | 104,622 | $1.3M |
| Connor, Clark & Lunn Investment Management Ltd. | 0.00% | New | 100,936 | $1.3M |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 0.00% | Reduce -2.3% | 100,250 | $1.3M |
| Comerica Bank | 0.00% | Add +12.0% | 98,999 | $1.2M |
| Bright Futures Wealth Management, LLC. | 0.95% | — | 96,474 | $1.2M |
| Naviter Wealth, LLC | 0.14% | Reduce -0.6% | 90,430 | $1.2M |
| CANADA LIFE ASSURANCE Co | 0.00% | Add +92.3% | 88,352 | $1.1M |
| Millennium Management | 0.00% | New | 91,252 | $1.1M |
| Global Retirement Partners, LLC | 0.02% | Add +9.2% | 88,908 | $1.1M |
| Lido Advisors, LLC | 0.00% | Add +63.2% | 85,266 | $1.1M |
| Neuberger Berman Group LLC | 0.00% | New | 81,483 | $1.0M |
| Cetera Investment Advisers | 0.00% | Add +20.2% | 80,689 | $1.0M |
| Envestnet Asset Management Inc. | 0.00% | Add +18.7% | 79,895 | $999K |
| Verition Fund Management LLC | 0.01% | New | 77,947 | $974K |
| Pathstone Holdings, LLC | 0.00% | Add +2.1% | 77,695 | $971K |
| HighTower Advisors, LLC | 0.00% | Add +0.9% | 71,575 | $895K |
| Virtus Investment Advisers, LLC | 0.25% | Add +9.2% | 69,053 | $863K |
| Truist Financial Corp. | 0.00% | No change | 64,957 | $812K |
| Osaic Holdings, Inc. | 0.00% | Add +9.0% | 58,996 | $781K |
| Pension & Wealth Management Advisors, Inc. | 0.24% | Add +4522.5% | 62,173 | $777K |
| Quadrature Capital Ltd | 0.01% | New | 51,610 | $645K |
| US Bancorp \de | 0.00% | No change | 50,000 | $625K |
| GFS Advisors, LLC | 0.08% | No change | 49,700 | $621K |
| Caxton Associates LLP | 0.02% | Add +63.1% | 48,026 | $600K |
| D. E. Shaw & Co. | 0.00% | New | 47,963 | $600K |
| Verdence Capital Advisors LLC | 0.03% | Add +9.5% | 44,253 | $569K |
| Ieq Capital, LLC | 0.00% | Reduce -1.8% | 44,945 | $562K |
| FineMark National Bank & Trust | 0.02% | No change | 40,381 | $505K |
| Triumph Capital Management | 0.13% | Reduce -22.1% | 38,812 | $485K |
| 1858 Wealth Management, LLC | 0.34% | Reduce -7.3% | 38,343 | $479K |
| Whipplewood Advisors, LLC | 0.31% | Add +9.4% | 38,090 | $476K |
| Janney Montgomery Scott LLC | 0.00% | Add +0.5% | 35,982 | $450K |
| Commonwealth Equity Services, LLC | 0.00% | Add +5.8% | 35,962 | $450K |
| Flputnam Investment Management Co. | 0.01% | No change | 34,483 | $431K |
| United Advisor Group, LLC | 0.06% | Add +31.6% | 34,366 | $430K |
| Sunbelt Securities, Inc. | 0.03% | Add +276.1% | 33,082 | $414K |
| Keebeck Wealth Management | 0.05% | No change | 31,000 | $400K |
| MQS Management LLC | 0.22% | Reduce -22.3% | 30,243 | $378K |
| Transcend Capital Advisors, LLC | 0.03% | Add +14.5% | 28,646 | $358K |
| Aquatic Capital Management LLC | 0.01% | Reduce -19.8% | 27,606 | $345K |
| Mackenzie Financial Corp. | 0.00% | Add +2.8% | 26,609 | $333K |
| Glenmede Investment Management, LP | 0.00% | Reduce -21.8% | 25,175 | $315K |
| Patton Albertson Miller Group, LLC | 0.04% | No change | 25,114 | $314K |
| Independent Financial Group, LLC | 0.01% | Add +1.8% | 24,559 | $307K |
| Northern Trust Corp. | 0.00% | Add +25.0% | 24,258 | $303K |
| Fisher Asset Management | 0.00% | No change | 22,461 | $281K |
| SMH Capital Advisors Inc. | 0.57% | No change | 21,925 | $277K |
| JPMorgan Chase & Co. | 0.00% | Reduce -3.2% | 21,500 | $269K |
| Clarus Group, Inc. | 0.09% | No change | 21,291 | $266K |
| Stifel Financial Corp. | 0.00% | Reduce -32.5% | 20,820 | $260K |
| MAI Capital Management | 0.00% | No change | 20,797 | $260K |
| Steward Partners Investment Advisory, LLC | 0.00% | Reduce -37.6% | 20,115 | $251K |
| International Assets Investment Management, LLC | 0.02% | No change | 18,125 | $248K |
| Savant Capital, LLC | 0.00% | Add +2.9% | 19,412 | $243K |
| Aigen Investment Management, LP | 0.04% | Add +32.4% | 19,117 | $239K |
| Farther Finance Advisors, LLC | 0.00% | Add +1719.0% | 19,100 | $239K |
| TrueMark Investments, LLC | 0.04% | New | 18,113 | $226K |
| Mercer Global Advisors Inc. | 0.00% | Add +0.1% | 17,899 | $224K |
| Arista Wealth Management, LLC | 0.03% | No change | 17,573 | $220K |
| Goldman Sachs Group Inc. | 0.00% | Reduce -23.3% | 17,289 | $216K |
"% of holder's portfolio" is CGBD's weight in each manager's 13F, not the share of Carlyle Secured Lending Inc. the manager owns.