Security key
872280102
- Type / Class
- Equity / COM
- Total 13F shares
- 26,295,377
- Share change
- +654,513
- Total reported value
- $328,874,899
- Put/Call ratio
- 4%
- Price per share
- $12.49
- Number of holders
- 150
- Value change
- +$8,080,287
- Number of buys
- 68
- Number of sells
- 75
Report period
Q4 2025
Institutions
150
Top holders
10
CGBD full security history
Newer quarter: Q1 2026
Previous quarter: Q3 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
|
4,631,450
|
$57,893,125 | — | 30 Sep 2025 | |
| MORGAN STANLEY |
13F
|
Company |
—
class O/S missing
|
2,412,671
|
$30,158,390 | — | 30 Sep 2025 | |
| VAN ECK ASSOCIATES CORP |
13F
|
Company |
—
class O/S missing
|
1,829,519
|
$22,869,000 | — | 30 Sep 2025 | |
| CHOREO, LLC |
13F
|
Company |
—
class O/S missing
|
1,458,708
|
$18,817,337 | — | 30 Sep 2025 | |
| RIVERNORTH CAPITAL MANAGEMENT, LLC |
13F
|
Company |
—
class O/S missing
|
1,201,142
|
$15,014,275 | — | 30 Sep 2025 | |
| Invesco Ltd. |
13F
|
Company |
—
class O/S missing
|
901,237
|
$11,265,463 | — | 30 Sep 2025 | |
| TWO SIGMA INVESTMENTS, LP |
13F
|
Company |
—
class O/S missing
|
727,570
|
$9,094,625 | — | 30 Sep 2025 | |
| BANK OF AMERICA CORP /DE/ |
13F
|
Company |
—
class O/S missing
|
673,389
|
$8,417,360 | — | 30 Sep 2025 | |
| UBS Group AG |
13F
|
Company |
—
class O/S missing
|
635,484
|
$7,943,550 | — | 30 Sep 2025 | |
| Mariner, LLC |
13F
|
Company |
—
class O/S missing
|
543,021
|
$6,787,758 | — | 30 Sep 2025 | |
| Muzinich & Co., Inc. |
13F
|
Company |
—
class O/S missing
|
499,918
|
$6,248,975 | — | 30 Sep 2025 | |
| BlackRock, Inc. |
13F
|
Company |
—
class O/S missing
|
493,129
|
$6,164,113 | — | 30 Sep 2025 | |
| TWO SIGMA ADVISERS, LP |
13F
|
Company |
—
class O/S missing
|
484,700
|
$6,058,750 | — | 30 Sep 2025 | |
| North Ground Capital |
13F
|
Company |
—
class O/S missing
|
476,134
|
$5,951,675 | — | 30 Sep 2025 | |
| Legal & General Group Plc |
13F
|
Company |
—
class O/S missing
|
440,438
|
$5,505,474 | — | 30 Sep 2025 | |
| Sumitomo Mitsui Trust Group, Inc. |
13F
|
Company |
—
class O/S missing
|
418,493
|
$5,231,163 | — | 30 Sep 2025 | |
| LSV ASSET MANAGEMENT |
13F
|
Company |
—
class O/S missing
|
393,450
|
$4,918,000 | — | 30 Sep 2025 | |
| Rockefeller Capital Management L.P. |
13F
|
Company |
—
class O/S missing
|
332,271
|
$4,153,388 | — | 30 Sep 2025 | |
| Corient Private Wealth LLC |
13F
|
Company |
—
class O/S missing
|
292,845
|
$3,660,562 | — | 30 Sep 2025 | |
| WELLS FARGO & COMPANY/MN |
13F
|
Company |
—
class O/S missing
|
271,299
|
$3,391,233 | — | 30 Sep 2025 | |
| BI Asset Management Fondsmaeglerselskab A/S |
13F
|
Company |
—
class O/S missing
|
267,882
|
$3,349,000 | — | 30 Sep 2025 | |
| HAGER INVESTMENT MANAGEMENT SERVICES, LLC |
13F
|
Company |
—
class O/S missing
|
236,458
|
$2,955,722 | — | 30 Sep 2025 | |
| Advisors Asset Management, Inc. |
13F
|
Company |
—
class O/S missing
|
236,167
|
$2,952,088 | — | 30 Sep 2025 | |
| Cliffwater LLC |
13F
|
Company |
—
class O/S missing
|
207,319
|
$2,591,488 | — | 30 Sep 2025 | |
| Qube Research & Technologies Ltd |
13F
|
Company |
—
class O/S missing
|
206,966
|
$2,587,075 | — | 30 Sep 2025 | |
| NOVARE CAPITAL MANAGEMENT LLC |
13F
|
Company |
—
class O/S missing
|
204,650
|
$2,558,125 | — | 30 Sep 2025 | |
| GRIES FINANCIAL LLC |
13F
|
Company |
—
class O/S missing
|
187,755
|
$2,346,932 | — | 30 Sep 2025 | |
| CONDOR CAPITAL MANAGEMENT |
13F
|
Company |
—
class O/S missing
|
182,951
|
$2,286,888 | — | 30 Sep 2025 | |
| RAYMOND JAMES FINANCIAL INC |
13F
|
Company |
—
class O/S missing
|
175,274
|
$2,190,930 | — | 30 Sep 2025 | |
| Mark David Jenkins |
3/4/5
|
Director |
—
class O/S missing
|
128,044
|
$2,149,859 | — | 27 Mar 2025 | |
| ROYAL BANK OF CANADA |
13F
|
Company |
—
class O/S missing
|
167,412
|
$2,093,000 | — | 30 Sep 2025 | |
| Hennion & Walsh Asset Management, Inc. |
13F
|
Company |
—
class O/S missing
|
167,312
|
$2,091,400 | — | 30 Sep 2025 | |
| Ethos Financial Group, LLC |
13F
|
Company |
—
class O/S missing
|
165,775
|
$2,071,931 | — | 30 Sep 2025 | |
| NorthCoast Asset Management LLC |
13F
|
Company |
—
class O/S missing
|
151,749
|
$1,896,863 | — | 30 Sep 2025 | |
| Summit Trail Advisors, LLC |
13F
|
Company |
—
class O/S missing
|
146,027
|
$1,883,748 | — | 30 Sep 2025 | |
| MARSHALL WACE, LLP |
13F
|
Company |
—
class O/S missing
|
140,736
|
$1,759,202 | — | 30 Sep 2025 | |
| Y-Intercept (Hong Kong) Ltd |
13F
|
Company |
—
class O/S missing
|
127,321
|
$1,591,512 | — | 30 Sep 2025 | |
| DOLIVER ADVISORS, LP |
13F
|
Company |
—
class O/S missing
|
122,581
|
$1,532,263 | — | 30 Sep 2025 | |
| AMERIPRISE FINANCIAL INC |
13F
|
Company |
—
class O/S missing
|
118,947
|
$1,486,834 | — | 30 Sep 2025 | |
| DENALI ADVISORS LLC |
13F
|
Company |
—
class O/S missing
|
111,211
|
$1,390,138 | — | 30 Sep 2025 | |
| Taylor Boswell |
3/4/5
|
President & CIO, Director |
—
class O/S missing
|
93,862
|
$1,387,280 | — | 16 Apr 2021 | |
| Brevan Howard Capital Management LP |
13F
|
Company |
—
class O/S missing
|
108,636
|
$1,357,951 | — | 30 Sep 2025 | |
| LPL Financial LLC |
13F
|
Company |
—
class O/S missing
|
104,622
|
$1,307,772 | — | 30 Sep 2025 | |
| Connor, Clark & Lunn Investment Management Ltd. |
13F
|
Company |
—
class O/S missing
|
100,936
|
$1,261,700 | — | 30 Sep 2025 | |
| Universal- Beteiligungs- und Servicegesellschaft mbH |
13F
|
Individual |
—
class O/S missing
|
100,250
|
$1,253,125 | — | 30 Sep 2025 | |
| COMERICA BANK |
13F
|
Company |
—
class O/S missing
|
98,999
|
$1,237,488 | — | 30 Sep 2025 | |
| Bright Futures Wealth Management, LLC. |
13F
|
Company |
—
class O/S missing
|
96,474
|
$1,205,930 | — | 30 Sep 2025 | |
| Naviter Wealth, LLC |
13F
|
Company |
—
class O/S missing
|
90,430
|
$1,166,547 | — | 30 Sep 2025 | |
| CANADA LIFE ASSURANCE Co |
13F
|
Company |
—
class O/S missing
|
88,352
|
$1,143,000 | — | 30 Sep 2025 | |
| MILLENNIUM MANAGEMENT LLC |
13F
|
Company |
—
class O/S missing
|
91,252
|
$1,140,650 | — | 30 Sep 2025 |
Institutional Holders of Carlyle Secured Lending, Inc. - COM (CGBD) as of Q4 2025
As of 31 Dec 2025,
Carlyle Secured Lending, Inc. - COM (CGBD) was held by
150 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
26,295,377 shares.
The largest 10 holders included
Creative Planning, MORGAN STANLEY, RIVERNORTH CAPITAL MANAGEMENT, LLC, VAN ECK ASSOCIATES CORP, CHOREO, LLC, North Ground Capital, Invesco Ltd., UBS Group AG, TWO SIGMA INVESTMENTS, LP, and Muzinich & Co., Inc..
This page lists
150
institutional shareholders reporting positions in this security
for the Q4 2025 filing period.
| Investor | Option | Weight % | Change % | Value $ | * Price | Shares | Share Change | Activity | Report Period |
|---|
Compare Q4 2025 vs Q3 2025 Across Filers
Q3 2025 holders
147
Q4 2025 holders
150
Holder diff
3
| Investor | Q3 2025 Shares | Q4 2025 Shares | Share Diff | Share Chg % | Q3 2025 Value $ | Q4 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.