Security key
872280102
- Security type / class
- Equity / COM
- Total 13F shares
- 25,571,974
- Total 13F value
- $320,495,103
- Share change
- +281,644
- Put/Call ratio
- 49%
- SEC-reported price per share
- $12.50
- Number of holders
- 147
- Value change
- +$88,194
- Number of buys
- 74
- Number of sells
- 56
Open additional details 1 more signal available
Report period
Q3 2025
Institutions
147
Top holders
10
CGBD full security history
Ownership snapshot
Full 13F holder table
Newer quarter: Q4 2025
Previous quarter: Q2 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:
Ownership snapshot
Top reported holders of CGBD - Carlyle Secured Lending, Inc. - COM (13F + 13D/G + 3/4/5)
Grouped by holder across the latest SEC ownership disclosures. Start with comparable ownership when available, then verify the linked 13F, 13D/G, or 3/4/5 evidence.
Comparable stake leader
Creative Planning
Disclosed value leader
Creative Planning
Comparable rows
0/15
Latest evidence
30 Jun 2025
13F
Highest disclosed value: $67,255,457
15 rows are not safely comparable across share classes.
Showing 1-6 of 15 holder rows.
Quick read
Creative Planning has the largest disclosed position value at $67.26M.
0 of 15 rows have a safely comparable ownership percentage. Use this as a filing-backed starting point, then open the detailed table for source links, reporting role, position value, share count, and filing date.
Open SEC evidence
Opens Creative Planning's linked filing trail.
Disclosed position value
Top 5
Creative Planning
$67.26M
MORGAN STANLEY
$31.4M
Prime Capital Investment Advisors...
$30.16M
VAN ECK ASSOCIATES CORP
$24.43M
CHOREO, LLC
$20.53M
Value bars compare disclosed positions; verify each figure against the linked filing evidence.
Detailed SEC evidence table Showing 1-6 of 15 holder rows
| Holder | Evidence | Ownership % | Position | 12M Net Δ | As of |
|---|---|---|---|---|---|
| Creative Planning |
13F
Company
|
—
class O/S missing
|
$67,255,457
4,916,335 shares
|
— | 30 Jun 2025 |
| MORGAN STANLEY |
13F
Company
|
—
class O/S missing
|
$31,402,744
2,295,522 shares
|
— | 30 Jun 2025 |
| Prime Capital Investment Advisors, LLC |
13F
Company
|
—
class O/S missing
|
$30,157,669
2,204,508 shares
|
— | 30 Jun 2025 |
| VAN ECK ASSOCIATES CORP |
13F
Company
|
—
class O/S missing
|
$24,432,000
1,785,996 shares
|
— | 30 Jun 2025 |
| CHOREO, LLC |
13F
Company
|
—
class O/S missing
|
$20,529,040
1,458,028 shares
|
— | 30 Jun 2025 |
| LSV ASSET MANAGEMENT |
13F
Company
|
—
class O/S missing
|
$11,773,000
860,563 shares
|
— | 30 Jun 2025 |
How to read this table
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.
13F holder rows
Institutional holders as of Q3 2025
Investor-level positions for this CUSIP, loaded as an interactive table.
Institutions
147
Shares
25,571,974
Rows available
147
| Investor | Option | Weight % | Change % | SEC-reported value | * Price | Shares | Share Change | Activity | Report Period |
|---|
* SEC-reported price is the security price as of the portfolio date and can indicate the last known price at which the security was still held. The marker flags a reported price that did not pass the local price check.
Compare Q3 2025 vs Q2 2025 Across Filers
Q2 2025 holders
146
Q3 2025 holders
147
Holder diff
1
| Investor | Q2 2025 Shares | Q3 2025 Shares | Share Diff | Share Chg % | Q2 2025 value | Q3 2025 value | Value change | Value Chg % |
|---|
Trend: ostatnie 8 kwartałów (+ wybrane okresy porównania).
Quarterly Holders Trend
Quarterly Value Trend
Quarterly Shares Trend