Carlyle Secured LendingCGBD
13F holders, Q1 2026 (March 31)155holders +3
29new positions
21sold out
3famous investors
$11.03avg. 13F price*
At the end of Q1 2026, 155 institutions reported holding Carlyle Secured Lending Inc. (CGBD) in their 13F filings, up 3 from Q4 2025. 29 opened new positions and 21 sold out. The largest holders were Creative Planning ($35.4M), Morgan Stanley ($28.8M) and Choreo, LLC ($15.7M). 3 famous investors held it, including Israel Englander (0.0% of Millennium Management's portfolio), Cliff Asness (0.0% of AQR Capital Management'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 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 29 | $14.5M |
| Exits | 21 | $8.4M |
All 13F filers, Q4 2025 → Q1 2026: 3,613,662 shares bought and 3,839,461 shares sold, net −225,799 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 155 holders
| Creative Planning | 0.02% | Reduce -6.8% | 3,231,986 | $35.4M |
| Morgan Stanley | 0.00% | Add +2.3% | 2,634,781 | $28.8M |
| Choreo, LLC | 0.19% | Add +0.2% | 1,388,224 | $15.7M |
| Van Eck Associates Corp. | 0.01% | Reduce -22.4% | 1,312,471 | $14.4M |
| Invesco Ltd. | 0.00% | Add +47.7% | 1,310,823 | $14.3M |
| Rivernorth Capital Management, LLC | 0.70% | Reduce -33.0% | 1,272,507 | $13.9M |
| UBS Group AG | 0.00% | Add +43.4% | 1,236,553 | $13.5M |
| Muzinich & Co., Inc. | 2.82% | Add +0.2% | 737,744 | $8.1M |
| Two Sigma Investments, LP | 0.01% | Reduce -14.4% | 630,918 | $6.9M |
| Russell Investments Group, Ltd. | 0.01% | Add +189.8% | 587,183 | $6.4M |
| Legal & General Group Plc | 0.00% | Add +6.3% | 551,582 | $6.0M |
| Mariner, LLC | 0.01% | Add +0.8% | 548,525 | $6.0M |
| Sumitomo Mitsui Trust Group, Inc. | 0.00% | No change | 519,735 | $5.7M |
| Toronto Dominion Bank | 0.01% | Reduce -10.0% | 450,000 | $4.9M |
| Rockefeller Capital Management L.P. | 0.01% | Add +4.5% | 447,638 | $4.9M |
| North Ground Capital | 5.11% | Reduce -57.5% | 387,518 | $4.2M |
| LSV Asset Management | 0.01% | Reduce -4.0% | 352,150 | $3.9M |
| Focus Partners Wealth | 0.00% | Add +100.9% | 304,864 | $3.3M |
| BlackRock, Inc. | 0.00% | Reduce -42.6% | 283,480 | $3.1M |
| BI Asset Management Fondsmaeglerselskab A/S | 0.03% | Reduce -3.9% | 282,558 | $3.1M |
| Novare Capital Management LLC | 0.22% | Add +4.3% | 251,395 | $2.8M |
| Bank of America Corp. | 0.00% | Reduce -27.2% | 250,889 | $2.7M |
| Ares Management LLC | 0.17% | New | 240,000 | $2.6M |
| Advisors Asset Management, Inc. | 0.04% | Add +3.7% | 211,322 | $2.3M |
| Cliffwater LLC | 0.60% | No change | 207,319 | $2.3M |
| Hager Investment Management Services, LLC | 1.21% | Reduce -10.6% | 200,487 | $2.2M |
| Wells Fargo & Company | 0.00% | Reduce -26.2% | 199,166 | $2.2M |
| HighTower Advisors, LLC | 0.00% | Add +180.3% | 196,706 | $2.2M |
| Arax Advisory Partners | 0.06% | Add +444.8% | 190,340 | $2.1M |
| WCG Wealth Advisors LLC | 0.06% | Add +26.9% | 186,691 | $2.0M |
| GFS Advisors, LLC | 0.13% | Reduce -18.3% | 40,600 | $2.0M |
| Millennium Management | 0.00% | Add +397.7% | 179,500 | $2.0M |
| Corient Private Wealth LP | 0.00% | Add +0.4% | 175,301 | $1.9M |
| Significant Wealth Partners LLC | 2.19% | New | 162,306 | $1.8M |
| Ethos Financial Group, LLC | 0.13% | No change | 140,177 | $1.8M |
| LPL Financial LLC | 0.00% | Add +39.6% | 153,444 | $1.7M |
| Y-Intercept (Hong Kong) Ltd | 0.03% | New | 151,465 | $1.7M |
| Zions Bancorporation, National Association | 0.10% | New | 146,742 | $1.6M |
| Ameriprise Financial Inc. | 0.00% | Add +5.5% | 145,724 | $1.6M |
| Hennion & Walsh Asset Management, Inc. | 0.05% | Reduce -17.8% | 144,959 | $1.6M |
| Lansforsakringar Fondforvaltning AB (publ) | 0.01% | Add +28.4% | 134,949 | $1.5M |
| Doliver Advisors, LP | 0.32% | Add +3.3% | 126,681 | $1.4M |
| Alpine Global Management, LLC | 0.22% | New | 115,663 | $1.3M |
| Samalin Investment Counsel, LLC | 0.42% | Add +9.9% | 107,107 | $1.2M |
| Raymond James Financial Inc. | 0.00% | Reduce -20.5% | 104,085 | $1.1M |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 0.00% | No change | 100,250 | $1.1M |
| Fifth Third Bancorp | 0.00% | New | 99,557 | $1.1M |
| Closed-End Fund Advisors, Inc. | 1.10% | Reduce -61.3% | 98,785 | $1.1M |
| Cetera Investment Advisers | 0.00% | Add +25.0% | 94,894 | $1.0M |
| Pathstone Holdings, LLC | 0.00% | Add +2.4% | 81,522 | $892K |
| CANADA LIFE ASSURANCE Co | 0.00% | Reduce -13.2% | 79,499 | $873K |
| Pension & Wealth Management Advisors, Inc. | 0.24% | Add +12.8% | 75,373 | $825K |
| Envestnet Asset Management Inc. | 0.00% | Reduce -2.1% | 74,743 | $818K |
| Denali Advisors LLC | 0.09% | Reduce -3.2% | 72,712 | $795K |
| Balyasny Asset Management L.P. | 0.00% | New | 72,463 | $793K |
| Naviter Wealth, LLC | 0.10% | Reduce -9.1% | 69,490 | $788K |
| Texas Capital Bank Wealth Management Services Inc | 0.05% | Add +156.1% | 72,014 | $788K |
| U.S. Capital Wealth Advisors, LLC | 0.02% | Add +59.4% | 71,432 | $781K |
| Neuberger Berman Group LLC | 0.00% | Reduce -2.4% | 71,301 | $780K |
| Truist Financial Corp. | 0.00% | Add +4.3% | 67,757 | $741K |
| Cwm, LLC | 0.00% | Add +508.9% | 56,873 | $622K |
| Virtus Investment Advisers, LLC | 0.17% | Reduce -12.5% | 55,723 | $610K |
| Osaic Holdings, Inc. | 0.00% | Reduce -11.4% | 50,579 | $554K |
| US Bancorp \de | 0.00% | No change | 50,000 | $547K |
| Steward Partners Investment Advisory, LLC | 0.00% | Reduce -27.4% | 47,990 | $525K |
| DRW Securities, LLC | 0.03% | New | 44,010 | $481K |
| Avior Wealth Management, LLC | 0.01% | Add +145.5% | 43,047 | $471K |
| Almitas Capital LLC | 0.11% | No change | 42,885 | $469K |
| Verdence Capital Advisors LLC | 0.03% | Reduce -8.3% | 41,955 | $459K |
| AQR Capital Management | 0.00% | Reduce -0.7% | 41,191 | $451K |
| Royal Bank of Canada | 0.00% | Reduce -16.3% | 41,141 | $450K |
| Commerce Bank | 0.00% | New | 40,381 | $442K |
| Ieq Capital, LLC | 0.00% | No change | 40,295 | $441K |
| Lido Advisors, LLC | 0.00% | Reduce -52.6% | 37,512 | $425K |
| Brevan Howard Capital Management LP | 0.00% | Reduce -55.4% | 38,225 | $418K |
| XTX Topco Ltd | 0.01% | Reduce -60.4% | 37,112 | $406K |
| Farther Finance Advisors, LLC | 0.00% | Add +65.9% | 35,178 | $382K |
| Whipplewood Advisors, LLC | 0.20% | Add +99.4% | 34,853 | $381K |
| Sunbelt Securities, Inc. | 0.02% | Add +0.0% | 34,197 | $374K |
| MAI Capital Management | 0.00% | Add +62.4% | 33,774 | $369K |
| TrueMark Investments, LLC | 0.07% | Reduce -70.6% | 32,883 | $360K |
| United Advisor Group, LLC | 0.04% | Add +0.4% | 32,298 | $353K |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -7.4% | 31,580 | $345K |
| Cerberus Capital Management, L.P. | 0.01% | New | 30,000 | $328K |
| Mackenzie Financial Corp. | 0.00% | Add +0.5% | 27,596 | $302K |
| Glenmede Trust Co. NA | 0.00% | No change | 25,175 | $275K |
| Schonfeld Strategic Advisors LLC | 0.00% | New | 25,116 | $275K |
| Transcend Capital Advisors, LLC | 0.02% | Reduce -15.1% | 25,015 | $274K |
| NewEdge Wealth, LLC | 0.00% | No change | 24,760 | $271K |
| Susquehanna International Group, LLP | 0.00% | Reduce -67.6% | 23,225 | $254K |
| Fisher Asset Management | 0.00% | Add +2.1% | 22,931 | $251K |
| Independent Financial Group, LLC | 0.01% | Reduce -6.8% | 22,882 | $250K |
| MQS Management LLC | 0.16% | New | 22,283 | $244K |
| SMH Capital Advisors Inc. | 0.69% | No change | 22,138 | $242K |
| Summit Financial, LLC | 0.00% | New | 21,130 | $240K |
| Clarus Group, Inc. | 0.08% | No change | 21,291 | $233K |
| Aptus Capital Advisors, LLC | 0.00% | No change | 21,291 | $233K |
| Aquatic Capital Management LLC | 0.01% | Add +545.5% | 21,274 | $233K |
| Savant Capital, LLC | 0.00% | Add +3.1% | 20,661 | $226K |
| Trexquant Investment LP | 0.00% | New | 20,255 | $222K |
"% of holder's portfolio" is CGBD's weight in each manager's 13F, not the share of Carlyle Secured Lending Inc. the manager owns.