Security key
872280102
- Type / Class
- Equity / COM
- Total 13F shares
- 25,343,407
- Share change
- +6,981,912
- Total reported value
- $347,450,689
- Put/Call ratio
- 40%
- Price per share
- $13.68
- Number of holders
- 146
- Value change
- +$95,471,212
- Number of buys
- 90
- Number of sells
- 41
Report period
Q2 2025
Institutions
146
Top holders
10
CGBD full security history
Newer quarter: Q3 2025
Previous quarter: Q1 2025
Carlyle Secured Lending, Inc. SEC filings
Carlyle Secured Lending, Inc. company facts
Broader feeds
Reporting periods
Holder history for CUSIP 872280102
Recent filing periods:
Top shareholders of CGBD - Carlyle Secured Lending, Inc. - COM (13F + 13D/G + 3/4/5)
Grouped by holder across the latest SEC ownership disclosures. Ownership % is shown only when it is directly reported or safely comparable across share classes.
Methodology: rows are grouped by holder and ranked first by SEC-reported ownership % when it is safely comparable, then by disclosed holdings value. — indicates unavailable or non-comparable values; "mixed-class rows" means the latest filing spans non-comparable classes.
| Holder | Source | Role / Reporting | Ownership % | Shares | Holdings Value | 12M Net Δ | As of | Details |
|---|---|---|---|---|---|---|---|---|
| Creative Planning |
13F
|
Company |
—
class O/S missing
|
4,872,273
|
$78,833,373 | — | 31 Mar 2025 | |
| MORGAN STANLEY |
13F
|
Company |
—
class O/S missing
|
2,349,247
|
$38,010,823 | — | 31 Mar 2025 | |
| LSV ASSET MANAGEMENT |
13F
|
Company |
—
class O/S missing
|
1,256,089
|
$20,324,000 | — | 31 Mar 2025 | |
| VAN ECK ASSOCIATES CORP |
13F
|
Company |
—
class O/S missing
|
1,203,863
|
$19,478,000 | — | 31 Mar 2025 | |
| BANK OF AMERICA CORP /DE/ |
13F
|
Company |
—
class O/S missing
|
1,061,779
|
$17,179,578 | — | 31 Mar 2025 | |
| Invesco Ltd. |
13F
|
Company |
—
class O/S missing
|
657,900
|
$10,644,822 | — | 31 Mar 2025 | |
| TWO SIGMA ADVISERS, LP |
13F
|
Company |
—
class O/S missing
|
516,800
|
$8,361,824 | — | 31 Mar 2025 | |
| UBS Group AG |
13F
|
Company |
—
class O/S missing
|
411,585
|
$6,659,445 | — | 31 Mar 2025 | |
| TWO SIGMA INVESTMENTS, LP |
13F
|
Company |
—
class O/S missing
|
345,805
|
$5,595,125 | — | 31 Mar 2025 | |
| Legal & General Group Plc |
13F
|
Company |
—
class O/S missing
|
332,189
|
$5,371,496 | — | 31 Mar 2025 | |
| ROYAL BANK OF CANADA |
13F
|
Company |
—
class O/S missing
|
275,612
|
$4,460,000 | — | 31 Mar 2025 | |
| CONDOR CAPITAL MANAGEMENT |
13F
|
Company |
—
class O/S missing
|
275,409
|
$4,456,130 | — | 31 Mar 2025 | |
| Advisors Asset Management, Inc. |
13F
|
Company |
—
class O/S missing
|
248,348
|
$4,018,271 | — | 31 Mar 2025 | |
| HAGER INVESTMENT MANAGEMENT SERVICES, LLC |
13F
|
Company |
—
class O/S missing
|
226,166
|
$3,659,359 | — | 31 Mar 2025 | |
| BlackRock, Inc. |
13F
|
Company |
—
class O/S missing
|
197,325
|
$3,192,719 | — | 31 Mar 2025 | |
| GRIES FINANCIAL LLC |
13F
|
Company |
—
class O/S missing
|
197,240
|
$3,191,336 | — | 31 Mar 2025 | |
| Muzinich & Co., Inc. |
13F
|
Company |
—
class O/S missing
|
194,717
|
$3,150,521 | — | 31 Mar 2025 | |
| AMERIPRISE FINANCIAL INC |
13F
|
Company |
—
class O/S missing
|
186,304
|
$3,014,401 | — | 31 Mar 2025 | |
| RAYMOND JAMES FINANCIAL INC |
13F
|
Company |
—
class O/S missing
|
184,149
|
$2,979,530 | — | 31 Mar 2025 | |
| Sumitomo Mitsui Trust Group, Inc. |
13F
|
Company |
—
class O/S missing
|
183,401
|
$2,967,428 | — | 31 Mar 2025 | |
| NOVARE CAPITAL MANAGEMENT LLC |
13F
|
Company |
—
class O/S missing
|
175,955
|
$2,846,952 | — | 31 Mar 2025 | |
| CITADEL ADVISORS LLC |
13F
|
Company |
—
class O/S missing
|
175,568
|
$2,840,690 | — | 31 Mar 2025 | |
| Ethos Financial Group, LLC |
13F
|
Company |
—
class O/S missing
|
171,871
|
$2,780,868 | — | 31 Mar 2025 | |
| DENALI ADVISORS LLC |
13F
|
Company |
—
class O/S missing
|
136,036
|
$2,201,062 | — | 31 Mar 2025 | |
| Mark David Jenkins |
3/4/5
|
Director |
—
class O/S missing
|
128,044
|
$2,149,859 | — | 27 Mar 2025 | |
| Universal- Beteiligungs- und Servicegesellschaft mbH |
13F
|
Individual |
—
class O/S missing
|
130,500
|
$2,111,490 | — | 31 Mar 2025 | |
| Hennion & Walsh Asset Management, Inc. |
13F
|
Company |
—
class O/S missing
|
116,635
|
$1,887,154 | — | 31 Mar 2025 | |
| COMERICA BANK |
13F
|
Company |
—
class O/S missing
|
88,367
|
$1,429,778 | — | 31 Mar 2025 | |
| Taylor Boswell |
3/4/5
|
President & CIO, Director |
—
class O/S missing
|
93,862
|
$1,387,280 | — | 16 Apr 2021 | |
| LPL Financial LLC |
13F
|
Company |
—
class O/S missing
|
82,458
|
$1,334,169 | — | 31 Mar 2025 | |
| Pathstone Holdings, LLC |
13F
|
Company |
—
class O/S missing
|
74,437
|
$1,204,378 | — | 31 Mar 2025 | |
| PARK CIRCLE Co |
13F
|
Company |
—
class O/S missing
|
71,225
|
$1,152,421 | — | 31 Mar 2025 | |
| HighTower Advisors, LLC |
13F
|
Company |
—
class O/S missing
|
70,404
|
$1,139,139 | — | 31 Mar 2025 | |
| Greenland Capital Management LP |
13F
|
Company |
—
class O/S missing
|
70,000
|
$1,132,600 | — | 31 Mar 2025 | |
| TRUIST FINANCIAL CORP |
13F
|
Company |
—
class O/S missing
|
64,957
|
$1,051,004 | — | 31 Mar 2025 | |
| MACQUARIE GROUP LTD |
13F
|
Company |
—
class O/S missing
|
64,600
|
$1,045,000 | — | 31 Mar 2025 | |
| BluePointe Capital Management, LLC |
13F
|
Company |
—
class O/S missing
|
61,517
|
$1,024,331 | — | 31 Mar 2025 | |
| ENVESTNET ASSET MANAGEMENT INC |
13F
|
Company |
—
class O/S missing
|
61,709
|
$998,450 | — | 31 Mar 2025 | |
| OSAIC HOLDINGS, INC. |
13F
|
Company |
—
class O/S missing
|
61,139
|
$989,448 | — | 31 Mar 2025 | |
| Linda Pace |
3/4/5
|
Director |
—
class O/S missing
|
57,436
|
$964,350 | — | 27 Mar 2025 | |
| Cetera Investment Advisers |
13F
|
Company |
—
class O/S missing
|
58,195
|
$941,597 | — | 31 Mar 2025 | |
| ExodusPoint Capital Management, LP |
13F
|
Company |
—
class O/S missing
|
57,078
|
$924,000 | — | 31 Mar 2025 | |
| Redhawk Wealth Advisors, Inc. |
13F
|
Company |
—
class O/S missing
|
53,784
|
$870,230 | — | 31 Mar 2025 | |
| Virtus Investment Advisers, LLC |
13F
|
Company |
—
class O/S missing
|
51,990
|
$841,198 | — | 31 Mar 2025 | |
| US BANCORP \DE\ |
13F
|
Company |
—
class O/S missing
|
50,000
|
$809,000 | — | 31 Mar 2025 | |
| Bright Futures Wealth Management, LLC. |
13F
|
Company |
—
class O/S missing
|
57,064
|
$804,606 | — | 31 Mar 2025 | |
| Alexander Popov |
3/4/5
|
VP and Head of Illiquid Credit |
—
class O/S missing
|
47,853
|
$803,452 | — | 27 Mar 2025 | |
| Rockefeller Capital Management L.P. |
13F
|
Company |
—
class O/S missing
|
47,971
|
$776,181 | — | 31 Mar 2025 | |
| TUDOR INVESTMENT CORP ET AL |
13F
|
Company |
—
class O/S missing
|
46,030
|
$744,765 | — | 31 Mar 2025 | |
| Round Rock Advisors LLC |
13F
|
Company |
—
class O/S missing
|
45,800
|
$741,044 | — | 31 Mar 2025 |
Institutional Holders of Carlyle Secured Lending, Inc. - COM (CGBD) as of Q2 2025
As of 30 Jun 2025,
Carlyle Secured Lending, Inc. - COM (CGBD) was held by
146 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
25,343,407 shares.
The largest 10 holders included
Creative Planning, MORGAN STANLEY, Prime Capital Investment Advisors, LLC, VAN ECK ASSOCIATES CORP, CHOREO, LLC, LSV ASSET MANAGEMENT, BANK OF AMERICA CORP /DE/, Invesco Ltd., UBS Group AG, and Cliffwater LLC.
This page lists
148
institutional shareholders reporting positions in this security
for the Q2 2025 filing period.
| Investor | Option | Weight % | Change % | Value $ | * Price | Shares | Share Change | Activity | Report Period |
|---|
Compare Q2 2025 vs Q1 2025 Across Filers
Q1 2025 holders
117
Q2 2025 holders
146
Holder diff
29
| Investor | Q1 2025 Shares | Q2 2025 Shares | Share Diff | Share Chg % | Q1 2025 Value $ | Q2 2025 Value $ | Value Diff $ | Value Chg % |
|---|
Trend: ostatnie 8 kwartałów (+ wybrane okresy porównania).
Quarterly Holders Trend
Quarterly Value Trend
Quarterly Shares Trend
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.
An asterisk sign (*) next to the price indicates that the price is likely invalid.