Security key
872280102
- Type / Class
- Equity / COM
- Total 13F shares
- 25,571,974
- Share change
- +281,644
- Total reported value
- $320,495,103
- Put/Call ratio
- 49%
- Price per share
- $12.50
- Number of holders
- 147
- Value change
- +$88,194
- Number of buys
- 74
- Number of sells
- 56
Report period
Q3 2025
Institutions
147
Top holders
10
CGBD full security history
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:
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
|
4,916,335
|
$67,255,457 | — | 30 Jun 2025 | |
| MORGAN STANLEY |
13F
|
Company |
—
class O/S missing
|
2,295,522
|
$31,402,744 | — | 30 Jun 2025 | |
| Prime Capital Investment Advisors, LLC |
13F
|
Company |
—
class O/S missing
|
2,204,508
|
$30,157,669 | — | 30 Jun 2025 | |
| VAN ECK ASSOCIATES CORP |
13F
|
Company |
—
class O/S missing
|
1,785,996
|
$24,432,000 | — | 30 Jun 2025 | |
| CHOREO, LLC |
13F
|
Company |
—
class O/S missing
|
1,458,028
|
$20,529,040 | — | 30 Jun 2025 | |
| LSV ASSET MANAGEMENT |
13F
|
Company |
—
class O/S missing
|
860,563
|
$11,773,000 | — | 30 Jun 2025 | |
| BANK OF AMERICA CORP /DE/ |
13F
|
Company |
—
class O/S missing
|
795,522
|
$10,882,739 | — | 30 Jun 2025 | |
| Invesco Ltd. |
13F
|
Company |
—
class O/S missing
|
779,586
|
$10,664,737 | — | 30 Jun 2025 | |
| UBS Group AG |
13F
|
Company |
—
class O/S missing
|
567,546
|
$7,764,029 | — | 30 Jun 2025 | |
| Cliffwater LLC |
13F
|
Company |
—
class O/S missing
|
548,617
|
$7,505,081 | — | 30 Jun 2025 | |
| Mariner, LLC |
13F
|
Company |
—
class O/S missing
|
543,376
|
$7,433,385 | — | 30 Jun 2025 | |
| Legal & General Group Plc |
13F
|
Company |
—
class O/S missing
|
459,870
|
$6,291,021 | — | 30 Jun 2025 | |
| RIVERNORTH CAPITAL MANAGEMENT, LLC |
13F
|
Company |
—
class O/S missing
|
357,013
|
$4,883,938 | — | 30 Jun 2025 | |
| Muzinich & Co., Inc. |
13F
|
Company |
—
class O/S missing
|
352,617
|
$4,823,800 | — | 30 Jun 2025 | |
| TWO SIGMA ADVISERS, LP |
13F
|
Company |
—
class O/S missing
|
334,700
|
$4,578,696 | — | 30 Jun 2025 | |
| ROYAL BANK OF CANADA |
13F
|
Company |
—
class O/S missing
|
266,213
|
$3,642,000 | — | 30 Jun 2025 | |
| BlackRock, Inc. |
13F
|
Company |
—
class O/S missing
|
264,185
|
$3,614,051 | — | 30 Jun 2025 | |
| Sumitomo Mitsui Trust Group, Inc. |
13F
|
Company |
—
class O/S missing
|
264,138
|
$3,613,408 | — | 30 Jun 2025 | |
| TWO SIGMA INVESTMENTS, LP |
13F
|
Company |
—
class O/S missing
|
242,989
|
$3,324,090 | — | 30 Jun 2025 | |
| HAGER INVESTMENT MANAGEMENT SERVICES, LLC |
13F
|
Company |
—
class O/S missing
|
236,263
|
$3,232,084 | — | 30 Jun 2025 | |
| Advisors Asset Management, Inc. |
13F
|
Company |
—
class O/S missing
|
223,857
|
$3,062,364 | — | 30 Jun 2025 | |
| BI Asset Management Fondsmaeglerselskab A/S |
13F
|
Company |
—
class O/S missing
|
219,176
|
$2,998,000 | — | 30 Jun 2025 | |
| TUDOR INVESTMENT CORP ET AL |
13F
|
Company |
—
class O/S missing
|
219,146
|
$2,997,917 | — | 30 Jun 2025 | |
| GRIES FINANCIAL LLC |
13F
|
Company |
—
class O/S missing
|
197,240
|
$2,698,237 | — | 30 Jun 2025 | |
| NOVARE CAPITAL MANAGEMENT LLC |
13F
|
Company |
—
class O/S missing
|
194,680
|
$2,663,223 | — | 30 Jun 2025 | |
| AMERIPRISE FINANCIAL INC |
13F
|
Company |
—
class O/S missing
|
190,921
|
$2,611,800 | — | 30 Jun 2025 | |
| Y-Intercept (Hong Kong) Ltd |
13F
|
Company |
—
class O/S missing
|
180,466
|
$2,468,775 | — | 30 Jun 2025 | |
| RAYMOND JAMES FINANCIAL INC |
13F
|
Company |
—
class O/S missing
|
177,462
|
$2,427,683 | — | 30 Jun 2025 | |
| CONDOR CAPITAL MANAGEMENT |
13F
|
Company |
—
class O/S missing
|
175,506
|
$2,400,932 | — | 30 Jun 2025 | |
| Ethos Financial Group, LLC |
13F
|
Company |
—
class O/S missing
|
174,172
|
$2,382,751 | — | 30 Jun 2025 | |
| Corient Private Wealth LLC |
13F
|
Company |
—
class O/S missing
|
167,300
|
$2,288,665 | — | 30 Jun 2025 | |
| Mark David Jenkins |
3/4/5
|
Director |
—
class O/S missing
|
128,044
|
$2,149,859 | — | 27 Mar 2025 | |
| Qube Research & Technologies Ltd |
13F
|
Company |
—
class O/S missing
|
152,607
|
$2,087,664 | — | 30 Jun 2025 | |
| Summit Trail Advisors, LLC |
13F
|
Company |
—
class O/S missing
|
146,027
|
$2,056,060 | — | 30 Jun 2025 | |
| DENALI ADVISORS LLC |
13F
|
Company |
—
class O/S missing
|
132,433
|
$1,811,683 | — | 30 Jun 2025 | |
| DOLIVER ADVISORS, LP |
13F
|
Company |
—
class O/S missing
|
122,581
|
$1,676,908 | — | 30 Jun 2025 | |
| Hennion & Walsh Asset Management, Inc. |
13F
|
Company |
—
class O/S missing
|
116,342
|
$1,591,559 | — | 30 Jun 2025 | |
| Universal- Beteiligungs- und Servicegesellschaft mbH |
13F
|
Individual |
—
class O/S missing
|
102,650
|
$1,404,252 | — | 30 Jun 2025 | |
| Northeast Financial Consultants Inc |
13F
|
Company |
—
class O/S missing
|
102,219
|
$1,398,356 | — | 30 Jun 2025 | |
| Taylor Boswell |
3/4/5
|
President & CIO, Director |
—
class O/S missing
|
93,862
|
$1,387,280 | — | 16 Apr 2021 | |
| Naviter Wealth, LLC |
13F
|
Company |
—
class O/S missing
|
90,991
|
$1,277,216 | — | 30 Jun 2025 | |
| LPL Financial LLC |
13F
|
Company |
—
class O/S missing
|
90,409
|
$1,236,801 | — | 30 Jun 2025 | |
| COMERICA BANK |
13F
|
Company |
—
class O/S missing
|
88,367
|
$1,208,860 | — | 30 Jun 2025 | |
| Global Retirement Partners, LLC |
13F
|
Company |
—
class O/S missing
|
81,453
|
$1,114,275 | — | 30 Jun 2025 | |
| Pathstone Holdings, LLC |
13F
|
Company |
—
class O/S missing
|
76,065
|
$1,040,573 | — | 30 Jun 2025 | |
| PARK CIRCLE Co |
13F
|
Company |
—
class O/S missing
|
71,225
|
$974,358 | — | 30 Jun 2025 | |
| HighTower Advisors, LLC |
13F
|
Company |
—
class O/S missing
|
70,945
|
$970,522 | — | 30 Jun 2025 | |
| Linda Pace |
3/4/5
|
Director |
—
class O/S missing
|
57,436
|
$964,350 | — | 27 Mar 2025 | |
| Rockefeller Capital Management L.P. |
13F
|
Company |
—
class O/S missing
|
68,681
|
$939,557 | — | 30 Jun 2025 | |
| ENVESTNET ASSET MANAGEMENT INC |
13F
|
Company |
—
class O/S missing
|
67,308
|
$920,773 | — | 30 Jun 2025 |
Institutional Holders of Carlyle Secured Lending, Inc. - COM (CGBD) as of Q3 2025
As of 30 Sep 2025,
Carlyle Secured Lending, Inc. - COM (CGBD) was held by
147 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
25,571,974 shares.
The largest 10 holders included
Creative Planning, MORGAN STANLEY, VAN ECK ASSOCIATES CORP, CHOREO, LLC, RIVERNORTH CAPITAL MANAGEMENT, LLC, Invesco Ltd., TWO SIGMA INVESTMENTS, LP, BANK OF AMERICA CORP /DE/, UBS Group AG, and Mariner, LLC.
This page lists
148
institutional shareholders reporting positions in this security
for the Q3 2025 filing period.
| Investor | Option | Weight % | Change % | Value $ | * Price | Shares | Share Change | Activity | Report Period |
|---|
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 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.