Carlyle Secured LendingCGBD
13F holders, Q4 2025 (December 31)152holders +2
29new positions
27sold out
4famous investors
$12.51avg. 13F price*
At the end of Q4 2025, 152 institutions reported holding Carlyle Secured Lending Inc. (CGBD) in their 13F filings, up 2 from Q3 2025. 29 opened new positions and 27 sold out. The largest holders were Creative Planning ($43.3M), Morgan Stanley ($32.2M) and Rivernorth Capital Management, LLC ($23.7M). 4 famous investors held it, including Ken Griffin (0.0% of Citadel Advisors's portfolio), Cliff Asness (0.0% of AQR Capital Management's portfolio) and Israel Englander (0.0% of Millennium 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 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 29 | $25.5M |
| Exits | 27 | $15.4M |
All 13F filers, Q3 2025 → Q4 2025: 4,588,609 shares bought and 3,929,761 shares sold, net +658,848 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 152 holders
| Creative Planning | 0.03% | Reduce -25.2% | 3,466,030 | $43.3M |
| Morgan Stanley | 0.00% | Add +6.7% | 2,574,644 | $32.2M |
| Rivernorth Capital Management, LLC | 1.13% | Add +58.2% | 1,900,728 | $23.7M |
| Van Eck Associates Corp. | 0.02% | Reduce -7.5% | 1,692,268 | $21.1M |
| Choreo, LLC | 0.22% | Reduce -5.0% | 1,385,100 | $17.6M |
| North Ground Capital | 5.66% | Add +91.6% | 912,220 | $11.4M |
| Invesco Ltd. | 0.00% | Reduce -1.5% | 887,656 | $11.1M |
| UBS Group AG | 0.00% | Add +35.7% | 862,260 | $10.8M |
| Two Sigma Investments, LP | 0.01% | Add +1.4% | 737,400 | $9.2M |
| Muzinich & Co., Inc. | 2.89% | Add +47.3% | 736,442 | $9.2M |
| Mariner, LLC | 0.01% | Add +0.2% | 543,895 | $6.8M |
| Sumitomo Mitsui Trust Group, Inc. | 0.00% | Add +24.2% | 519,735 | $6.5M |
| Legal & General Group Plc | 0.00% | Add +17.8% | 518,842 | $6.5M |
| Toronto Dominion Bank | 0.01% | New | 500,000 | $6.2M |
| BlackRock, Inc. | 0.00% | Add +0.2% | 494,132 | $6.2M |
| Rockefeller Capital Management L.P. | 0.01% | Add +29.0% | 428,516 | $5.4M |
| LSV Asset Management | 0.01% | Reduce -6.8% | 366,750 | $4.6M |
| Bank of America Corp. | 0.00% | Reduce -48.9% | 344,421 | $4.3M |
| Two Sigma Advisers, LP | 0.01% | Reduce -38.0% | 300,500 | $3.8M |
| BI Asset Management Fondsmaeglerselskab A/S | 0.03% | Add +9.7% | 293,858 | $3.7M |
| Wells Fargo & Company | 0.00% | Reduce -0.6% | 269,719 | $3.4M |
| Jane Street Group, LLC | 0.00% | New | 256,473 | $3.2M |
| Closed-End Fund Advisors, Inc. | 1.88% | — | 255,435 | $3.2M |
| Novare Capital Management LLC | 0.23% | Add +17.8% | 241,050 | $3.0M |
| Hager Investment Management Services, LLC | 1.53% | Reduce -5.2% | 224,204 | $2.8M |
| Cliffwater LLC | 0.54% | No change | 207,319 | $2.6M |
| Advisors Asset Management, Inc. | 0.04% | Reduce -13.7% | 203,725 | $2.5M |
| Russell Investments Group, Ltd. | 0.00% | New | 202,640 | $2.5M |
| Hennion & Walsh Asset Management, Inc. | 0.08% | Add +5.4% | 176,354 | $2.2M |
| Corient Private Wealth LP | 0.00% | Reduce -40.4% | 174,650 | $2.2M |
| Focus Partners Wealth | 0.00% | New | 151,749 | $1.9M |
| WCG Wealth Advisors LLC | 0.05% | New | 147,141 | $1.8M |
| Ethos Financial Group, LLC | 0.13% | Reduce -15.4% | 140,177 | $1.8M |
| Ameriprise Financial Inc. | 0.00% | Add +16.1% | 138,133 | $1.7M |
| Raymond James Financial Inc. | 0.00% | Reduce -25.3% | 130,886 | $1.6M |
| Doliver Advisors, LP | 0.38% | No change | 122,581 | $1.5M |
| JPMorgan Chase & Co. | 0.00% | Add +465.6% | 121,612 | $1.5M |
| TrueMark Investments, LLC | 0.27% | Add +517.5% | 111,844 | $1.4M |
| Bright Futures Wealth Management, LLC. | 1.04% | Add +15.6% | 111,522 | $1.4M |
| LPL Financial LLC | 0.00% | Add +5.0% | 109,901 | $1.4M |
| Lansforsakringar Fondforvaltning AB (publ) | 0.01% | New | 105,100 | $1.3M |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 0.00% | No change | 100,250 | $1.3M |
| Comerica Bank | 0.00% | Add +0.3% | 99,255 | $1.2M |
| Samalin Investment Counsel, LLC | 0.43% | New | 97,454 | $1.2M |
| XTX Topco Ltd | 0.03% | New | 93,764 | $1.2M |
| CANADA LIFE ASSURANCE Co | 0.00% | Add +3.6% | 91,576 | $1.1M |
| Brevan Howard Capital Management LP | 0.02% | Reduce -21.1% | 85,771 | $1.1M |
| Lido Advisors, LLC | 0.00% | Reduce -7.3% | 79,087 | $1.0M |
| Pathstone Holdings, LLC | 0.00% | Add +2.5% | 79,619 | $994K |
| Global Retirement Partners, LLC | 0.02% | Reduce -10.6% | 79,467 | $993K |
| Naviter Wealth, LLC | 0.13% | Reduce -15.4% | 76,464 | $986K |
| Envestnet Asset Management Inc. | 0.00% | Reduce -4.5% | 76,315 | $953K |
| Cetera Investment Advisers | 0.00% | Reduce -5.9% | 75,920 | $948K |
| Denali Advisors LLC | 0.10% | Reduce -32.4% | 75,146 | $939K |
| Neuberger Berman Group LLC | 0.00% | Reduce -10.3% | 73,084 | $913K |
| Susquehanna International Group, LLP | 0.00% | New | 71,754 | $896K |
| HighTower Advisors, LLC | 0.00% | Reduce -2.0% | 70,171 | $876K |
| Citadel Advisors | 0.00% | New | 69,959 | $874K |
| Pension & Wealth Management Advisors, Inc. | 0.25% | Add +7.4% | 66,798 | $834K |
| Steward Partners Investment Advisory, LLC | 0.00% | Add +228.6% | 66,098 | $826K |
| Truist Financial Corp. | 0.00% | No change | 64,957 | $811K |
| Virtus Investment Advisers, LLC | 0.22% | Reduce -7.8% | 63,686 | $795K |
| Caxton Associates LLP | 0.02% | Add +32.5% | 63,655 | $795K |
| Osaic Holdings, Inc. | 0.00% | Reduce -3.3% | 57,071 | $713K |
| Connor, Clark & Lunn Investment Management Ltd. | 0.00% | Reduce -50.2% | 50,263 | $628K |
| US Bancorp \de | 0.00% | No change | 50,000 | $625K |
| GFS Advisors, LLC | 0.07% | No change | 49,700 | $621K |
| Royal Bank of Canada | 0.00% | Reduce -70.6% | 49,168 | $614K |
| Verdence Capital Advisors LLC | 0.03% | Add +3.4% | 45,753 | $571K |
| U.S. Capital Wealth Advisors, LLC | 0.01% | New | 44,811 | $560K |
| Almitas Capital LLC | 0.12% | New | 42,885 | $536K |
| AQR Capital Management | 0.00% | New | 41,471 | $518K |
| FineMark National Bank & Trust | 0.02% | No change | 40,381 | $504K |
| Ieq Capital, LLC | 0.00% | Reduce -10.3% | 40,295 | $503K |
| Quantbot Technologies LP | 0.02% | Add +1389.5% | 38,356 | $479K |
| Millennium Management | 0.00% | Reduce -60.5% | 36,067 | $450K |
| Arax Advisory Partners | 0.01% | Add +4779.3% | 34,936 | $436K |
| Flputnam Investment Management Co. | 0.01% | No change | 34,483 | $431K |
| Sunbelt Securities, Inc. | 0.03% | Add +3.3% | 34,182 | $427K |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -5.1% | 34,119 | $426K |
| United Advisor Group, LLC | 0.05% | Reduce -6.4% | 32,170 | $402K |
| Transcend Capital Advisors, LLC | 0.03% | Add +2.8% | 29,451 | $368K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +137.4% | 28,755 | $364K |
| Texas Capital Bank Wealth Management Services Inc | 0.02% | New | 28,125 | $351K |
| Mackenzie Financial Corp. | 0.00% | Add +3.2% | 27,466 | $348K |
| Glenmede Trust Co. NA | 0.00% | — | 25,175 | $314K |
| NewEdge Wealth, LLC | 0.00% | New | 24,760 | $309K |
| Independent Financial Group, LLC | 0.01% | No change | 24,559 | $307K |
| Virtu Financial LLC | 0.01% | New | 22,791 | $285K |
| Fisher Asset Management | 0.00% | No change | 22,461 | $281K |
| SMH Capital Advisors Inc. | 0.56% | Add +1.0% | 22,138 | $277K |
| Northern Trust Corp. | 0.00% | Reduce -10.6% | 21,677 | $271K |
| Squarepoint Ops LLC | 0.00% | New | 21,470 | $268K |
| Clarus Group, Inc. | 0.10% | No change | 21,291 | $266K |
| Aptus Capital Advisors, LLC | 0.00% | New | 21,291 | $266K |
| Farther Finance Advisors, LLC | 0.00% | Add +11.0% | 21,200 | $265K |
| Janney Montgomery Scott LLC | 0.00% | Reduce -41.6% | 21,007 | $262K |
| MAI Capital Management | 0.00% | No change | 20,797 | $260K |
| Savant Capital, LLC | 0.00% | Add +3.2% | 20,039 | $250K |
| Concurrent Investment Advisors, LLC | 0.00% | New | 20,000 | $250K |
"% of holder's portfolio" is CGBD's weight in each manager's 13F, not the share of Carlyle Secured Lending Inc. the manager owns.