CARLYLE SECURED LENDING INC (CGBD)
Institutional ownership reported to the SEC as of Q2 2026, across 31 quarters.
135
Reporting holders
$280.2M
Reported value
38.0%
Of shares outstanding
1.8%
Held as options
-15
Holder change
Institutions report 26,116,277 shares against 68,804,581 outstanding. Shares only - option lines are excluded, which is why this can be compared with the company at all. The count comes from the cover page of the company's own most recent report, so it is dated when that was filed rather than at quarter end.
Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| Creative Planning | $32.5M | 3,086,927 | 0.02% | 7q | -4.5%-$1.5M |
| MORGAN STANLEY | $29.5M | 2,799,104 | 0.00% | 35q | +6.2%+$1.7M |
| VAN ECK ASSOCIATES CORP | $18.4M | 1,748,836 | 0.01% | 31q | +33.2%+$4.6M |
| UBS Group AG | $14.7M | 1,395,189 | 0.00% | 31q | +12.8%+$1.7M |
| CHOREO, LLC | $14.3M | 1,361,251 | 0.16% | 5q | -1.9%-$284.0K |
| Invesco Ltd. | $12.5M | 1,184,888 | 0.00% | 13q | -9.6%-$1.3M |
| Diameter Capital Partners LP | $10.7M | 1,016,774 | 0.43% | new | NEW |
| Lalia Capital, LLC | $9.8M | 927,333 | 4.75% | new | NEW |
| Russell Investments Group, Ltd. | $9.2M | 870,513 | 0.01% | 3q | +48.3%+$3.0M |
| Muzinich & Co., Inc. | $7.8M | 741,278 | 2.67% | 31q | HELD |
| North Ground Capital | $6.5M | 616,000 | 7.78% | 4q | +59.0%+$2.4M |
| Legal & General Group Plc | $6.1M | 577,568 | 0.00% | 31q | +4.7%+$274.0K |
| Mariner, LLC | $6.0M | 563,240 | 0.01% | 5q | +2.7%+$155.6K |
| CITADEL ADVISORS LLC | $5.5M | 77,293 | 0.00% | 25q | HELD |
| Sumitomo Mitsui Trust Group, Inc. | $5.5M | 519,735 | 0.00% | 26q | HELD |
| ARES MANAGEMENT LLC | $5.0M | 472,187 | 0.22% | 2q | +96.7%+$2.4M |
| Arax Advisory Partners | $4.9M | 465,613 | 0.03% | 6q | +144.6%+$2.9M |
| TWO SIGMA INVESTMENTS, LP | $4.7M | 448,847 | 0.00% | 31q | -28.9%-$1.9M |
| Rockefeller Capital Management L.P. | $4.7M | 444,533 | 0.01% | 28q | -0.7%-$32.7K |
| Corient Private Wealth LP | $3.8M | 364,938 | 0.00% | 5q | +108.2%+$2.0M |
| NOVARE CAPITAL MANAGEMENT LLC | $3.0M | 287,445 | 0.21% | 29q | +14.3%+$379.6K |
| BANK OF AMERICA CORP /DE/ | $3.0M | 280,420 | 0.00% | 31q | +11.8%+$311.0K |
| BlackRock, Inc. | $2.9M | 276,868 | 0.00% | 8q | -2.3%-$69.6K |
| TORONTO DOMINION BANK | $2.8M | 263,276 | 0.00% | 3q | -41.5%-$2.0M |
| WCG Wealth Advisors LLC | $2.4M | 229,477 | 0.06% | 3q | +22.9%+$450.5K |
| Callodine Capital Management, LP | $2.4M | 225,000 | 0.15% | new | NEW |
| WELLS FARGO & COMPANY/MN | $2.4M | 224,183 | 0.00% | 31q | -43.7%-$1.8M |
| Cliffwater LLC | $2.2M | 207,319 | 0.54% | 5q | HELD |
| Advisors Asset Management, Inc. | $2.1M | 200,997 | 0.03% | 23q | -4.9%-$108.7K |
| HAGER INVESTMENT MANAGEMENT SERVICES, LLC | $1.9M | 182,377 | 0.88% | 7q | -9.0%-$190.7K |
| Hennion & Walsh Asset Management, Inc. | $1.8M | 170,736 | 0.05% | 22q | +17.8%+$271.4K |
| Significant Wealth Partners LLC | $1.7M | 164,757 | 1.88% | 2q | +1.5%+$25.8K |
| HighTower Advisors, LLC | $1.6M | 149,880 | 0.00% | 31q | -23.8%-$493.1K |
| Ethos Financial Group, LLC | $1.4M | 136,990 | 0.10% | 6q | -2.3%-$33.6K |
| XTX Topco Ltd | $1.4M | 136,758 | 0.02% | 3q | +268.5%+$1.0M |
| LPL Financial LLC | $1.4M | 132,350 | 0.00% | 22q | -13.7%-$222.1K |
| AMERIPRISE FINANCIAL INC | $1.3M | 126,936 | 0.00% | 17q | -56.4%-$1.7M |
| DOLIVER ADVISORS, LP | $1.3M | 119,781 | 0.29% | 5q | -5.4%-$72.7K |
| ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ | $1.1M | 108,547 | 0.07% | 2q | -26.0%-$402.2K |
| Samalin Investment Counsel, LLC | $1.1M | 107,636 | 0.35% | 3q | HELD |
| Cetera Investment Advisers | $1.1M | 103,761 | 0.00% | 11q | +9.3%+$93.4K |
| Steward Partners Investment Advisory, LLC | $1.1M | 101,236 | 0.01% | 24q | +111.0%+$560.7K |
| Universal- Beteiligungs- und Servicegesellschaft mbH | $1.1M | 100,250 | 0.00% | 7q | HELD |
| RAYMOND JAMES FINANCIAL INC | $1.0M | 95,496 | 0.00% | 7q | -8.3%-$90.4K |
| Pathstone Holdings, LLC | $881.1K | 83,677 | 0.00% | 11q | +2.6%+$22.7K |
| Balyasny Asset Management L.P. | $867.5K | 82,388 | 0.00% | 2q | +13.7%+$104.5K |
| Closed-End Fund Advisors, Inc. | $822.4K | 78,104 | 0.80% | 3q | -20.9%-$217.8K |
| ENVESTNET ASSET MANAGEMENT INC | $787.2K | 74,753 | 0.00% | 23q | HELD |
| Texas Capital Bank Wealth Management Services Inc | $765.6K | 72,707 | 0.04% | 3q | +1.0%+$7.3K |
| Alpine Global Management, LLC | $752.9K | 71,496 | 0.12% | 2q | -38.2%-$465.1K |
| TRUIST FINANCIAL CORP | $713.5K | 67,757 | 0.00% | 27q | HELD |
| Apollon Wealth Management, LLC | $705.3K | 66,980 | 0.01% | new | NEW |
| DENALI ADVISORS LLC | $699.2K | 66,398 | 0.07% | 8q | -8.7%-$66.5K |
| NEUBERGER BERMAN GROUP LLC | $686.1K | 65,157 | 0.00% | 4q | -8.6%-$64.7K |
| Verdence Capital Advisors LLC | $589.2K | 55,956 | 0.03% | 35q | +33.4%+$147.4K |
| OSAIC HOLDINGS, INC. | $567.3K | 53,857 | 0.00% | 26q | +6.5%+$34.5K |
| Whipplewood Advisors, LLC | $545.7K | 51,820 | 0.37% | 5q | +48.7%+$178.7K |
| Naviter Wealth, LLC | $536.4K | 49,300 | 0.05% | 5q | -29.1%-$219.7K |
| US BANCORP \DE\ | $526.5K | 50,000 | 0.00% | 24q | HELD |
| Virtus Investment Advisers, LLC | $493.4K | 46,857 | 0.11% | 6q | -15.9%-$93.4K |
| Palliser Capital (UK) Ltd | $481.3K | 45,703 | 0.26% | new | NEW |
| COMPASS FINANCIAL MANAGEMENT LLC | $463.6K | 44,160 | 0.06% | new | FIRST |
| SMH CAPITAL ADVISORS INC | $462.2K | 43,892 | 0.91% | 5q | +96.1%+$226.5K |
| Almitas Capital LLC | $451.6K | 42,885 | 0.11% | 3q | HELD |
| AQR CAPITAL MANAGEMENT LLC | $428.3K | 40,673 | 0.00% | 3q | -1.3%-$5.5K |
| COMMERCE BANK | $425.2K | 40,381 | 0.00% | 2q | HELD |
| IEQ CAPITAL, LLC | $424.3K | 40,295 | 0.00% | 6q | HELD |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $417.0K | options only | 0.00% | 3q | OPTIONS |
| Lido Advisors, LLC | $414.6K | 38,124 | 0.00% | 5q | +1.6%+$6.7K |
| Farther Finance Advisors, LLC | $378.8K | 35,978 | 0.00% | 5q | +2.3%+$8.4K |
| DRW Securities, LLC | $370.7K | 35,202 | 0.01% | 2q | -20.0%-$92.7K |
| MERCER GLOBAL ADVISORS INC /ADV | $369.9K | 35,124 | 0.00% | 5q | +100.0%+$184.9K |
| ROYAL BANK OF CANADA | $363.0K | 34,501 | 0.00% | 31q | -16.1%-$69.9K |
| MAI Capital Management | $355.6K | 33,774 | 0.00% | 5q | HELD |
| Cerberus Capital Management, L.P. | $315.9K | 30,000 | 0.02% | 2q | HELD |
| JANE STREET GROUP, LLC | $313.8K | 29,803 | 0.00% | 3q | HELD |
| Glenview Trust Co | $300.6K | 28,000 | 0.00% | 2q | +100.0%+$150.3K |
| INDEPENDENT FINANCIAL GROUP, LLC | $295.6K | 28,072 | 0.01% | 6q | +22.7%+$54.7K |
| MACKENZIE FINANCIAL CORP | $290.7K | 27,606 | 0.00% | 6q | HELD |
| United Advisor Group, LLC | $275.7K | 26,181 | 0.03% | 9q | -18.9%-$64.4K |
| TRANSCEND CAPITAL ADVISORS, LLC | $263.4K | 25,015 | 0.02% | 5q | HELD |
| NewEdge Wealth, LLC | $260.7K | 24,760 | 0.00% | 3q | HELD |
| Cascade Financial Partners, LLC | $259.2K | 24,620 | 0.02% | new | NEW |
| MQS Management LLC | $256.8K | 24,386 | 0.31% | 2q | +9.4%+$22.1K |
| GLENMEDE TRUST CO NA | $247.5K | 23,500 | 0.00% | 29q | -6.7%-$17.6K |
| Summit Financial, LLC | $229.9K | 21,130 | 0.00% | 2q | HELD |
| Savant Capital, LLC | $225.1K | 21,374 | 0.00% | 8q | +3.5%+$7.5K |
| Aptus Capital Advisors, LLC | $224.2K | 21,291 | 0.00% | 3q | HELD |
| Clarus Group, Inc. | $224.2K | 21,291 | 0.08% | 23q | HELD |
| Cornerstone Advisory, LLC | $220.9K | 20,978 | 0.02% | 3q | +13.9%+$27.0K |
| Cerity Partners LLC | $213.0K | 20,231 | 0.00% | new | NEW |
| JPMORGAN CHASE & CO | $211.8K | 19,500 | 0.00% | 31q | HELD |
| CAZ INVESTMENTS LP | $210.6K | 20,000 | 0.22% | 2q | HELD |
| Black Maple Capital Management LP | $210.6K | 20,000 | 0.12% | new | NEW |
| FIFTH THIRD BANCORP | $203.5K | 19,324 | 0.00% | 2q | -80.6%-$844.9K |
| Quantbot Technologies LP | $201.0K | 19,084 | 0.01% | 5q | +4818.6%+$196.9K |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | $198.3K | 18,125 | 0.01% | 26q | HELD |
| CAPTRUST FINANCIAL ADVISORS | $183.8K | 17,457 | 0.00% | new | NEW |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $176.8K | 16,794 | 0.00% | 5q | HELD |
| Dorsey & Whitney Trust CO LLC | $163.3K | 15,507 | 0.01% | 3q | -3.9%-$6.6K |
Showing the largest 100 of 143 reported holders.
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 135 | $280.2M | 26,116,277 | 14 | 39 | 39 | 1.8% |
| Q1 2026 | 150 | $274.9M | 23,905,812 | 30 | 40 | 43 | 3.9% |
| Q4 2025 | 143 | $315.5M | 24,214,150 | 29 | 36 | 42 | 4.0% |
| Q3 2025 | 139 | $289.3M | 22,997,762 | 18 | 48 | 33 | 0.4% |
| Q2 2025 | 138 | $312.4M | 22,672,286 | 45 | 41 | 23 | 0.5% |
| Q1 2025 | 107 | $256.5M | 15,753,554 | 16 | 30 | 23 | 0.7% |
| Q4 2024 | 105 | $194.6M | 10,833,315 | 10 | 36 | 26 | 0.6% |
| Q3 2024 | 111 | $165.8M | 9,695,374 | 21 | 29 | 28 | 0.7% |
| Q2 2024 | 105 | $180.4M | 10,030,446 | 16 | 38 | 22 | 1.1% |
| Q1 2024 | 102 | $226.0M | 13,673,753 | 7 | 38 | 26 | 1.6% |
| Q4 2023 | 104 | $180.2M | 11,703,361 | 17 | 37 | 24 | 2.8% |
| Q3 2023 | 93 | $122.9M | 8,312,428 | 12 | 34 | 19 | 1.9% |
| Q2 2023 | 86 | $122.3M | 8,288,452 | 5 | 28 | 25 | 1.3% |
| Q1 2023 | 92 | $118.1M | 8,505,063 | 18 | 28 | 23 | 1.9% |
| Q4 2022 | 88 | $120.4M | 8,320,364 | 18 | 25 | 19 | 1.0% |
| Q3 2022 | 95 | $127.3M | 10,980,348 | 6 | 32 | 32 | 1.2% |
| Q2 2022 | 106 | $150.7M | 11,690,501 | 19 | 35 | 29 | 1.3% |
| Q1 2022 | 100 | $178.7M | 12,289,220 | 15 | 31 | 30 | 1.0% |
| Q4 2021 | 97 | $170.2M | 12,290,837 | 11 | 37 | 22 | 0.8% |
| Q3 2021 | 95 | $175.6M | 13,024,829 | 16 | 26 | 22 | 0.5% |
| Q2 2021 | 90 | $180.2M | 13,596,838 | 10 | 26 | 31 | 0.3% |
| Q1 2021 | 89 | $182.5M | 13,717,672 | 11 | 22 | 34 | 0.8% |
| Q4 2020 | 89 | $144.2M | 13,953,133 | 18 | 23 | 27 | 0.7% |
| Q3 2020 | 79 | $131.0M | 14,598,545 | 13 | 23 | 23 | 0.6% |
| Q2 2020 | 83 | $133.4M | 15,356,615 | 12 | 27 | 23 | 0.2% |
| Q1 2020 | 87 | $86.9M | 16,403,317 | 18 | 21 | 27 | 0.1% |
| Q4 2019 | 87 | $240.9M | 17,864,971 | 10 | 30 | 20 | 0.1% |
| Q3 2019 | 96 | $251.2M | 17,359,381 | 13 | 30 | 23 | 0.4% |
| Q2 2019 | 97 | $300.1M | 19,478,701 | 24 | 44 | 17 | 0.9% |
| Q1 2019 | 91 | $242.0M | 16,638,696 | 16 | 37 | 23 | 0.3% |
| Q4 2018 | 89 | $214.6M | 17,255,372 | 5 | 3 | 1 | 0.0% |