Institutional Ownership Carlyle Secured Lending, Inc. (CGBD)
This table provides information about the institutional ownership of Carlyle Secured Lending, Inc. (CGBD). We have compiled data on the 167 institutions that hold shares in the stock, with a total of 26.2 Million shares, which have been reported (via 13F filing form) to have a value of $311 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Gries Financial LLC
Cleveland, OH |
Oct 22, 2025 Q3 2025 |
187,755
shares
|
$2.23 Million
0.43% of portfolio
|
Q3 2025
Reduced 4.81%
|
|
|
Black Rock Inc.
New York, NY |
Aug 13, 2024 Q2 2024 |
185,151
shares
|
$2.2 Million
0.0% of portfolio
|
Q2 2024
Added 0.76%
|
|
|
Condor Capital Management
Martinsville, NJ |
Nov 07, 2025 Q3 2025 |
182,951
shares
|
$2.17 Million
0.19% of portfolio
|
Q3 2025
Added 4.24%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Nov 14, 2025 Q3 2025 |
175,274
shares
|
$2.08 Million
0.0% of portfolio
|
Q3 2025
Reduced 1.23%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2025 Q3 2025 |
167,412
shares
|
$1.99 Million
0.0% of portfolio
|
Q2 2025
Reduced 3.41%
|
|
|
Hennion & Walsh Asset Management, Inc.
|
Oct 22, 2025 Q3 2025 |
167,312
shares
|
$1.99 Million
0.08% of portfolio
|
Q3 2025
Added 43.81%
|
|
|
Mckinley Capital Management LLC
|
Aug 12, 2024 Q2 2024 |
166,621
shares
|
$1.98 Million
0.53% of portfolio
|
Q2 2024
Added 0.2%
|
|
|
Ethos Financial Group, LLC
King Of Prussia, PA |
Oct 23, 2025 Q3 2025 |
165,775
shares
|
$1.97 Million
0.19% of portfolio
|
Q3 2025
Reduced 4.82%
|
|
|
Kovitz Investment Group Partners, LLC
|
Nov 10, 2025 Q3 2025 |
151,749
shares
|
$1.8 Million
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Summit Trail Advisors, LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
146,027
shares
|
$1.73 Million
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Marshall Wace, LLP
London, X0 |
Nov 13, 2025 Q3 2025 |
140,736
shares
|
$1.67 Million
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
132,790
shares
|
$1.58 Million
0.0% of portfolio
|
Q3 2024
Added 4.63%
|
|
|
Y Intercept (Hong Kong) LTD
|
Oct 31, 2025 Q3 2025 |
127,321
shares
|
$1.51 Million
0.04% of portfolio
|
Q3 2025
Reduced 29.45%
|
|
|
Doliver Advisors, LP
Houston, TX |
Jan 06, 2026 Q4 2025 |
122,581
shares
|
$1.46 Million
0.38% of portfolio
|
Q2 2025
New holding
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Nov 14, 2025 Q3 2025 |
118,947
shares
|
$1.41 Million
0.0% of portfolio
|
Q3 2025
Reduced 37.7%
|
|
|
Denali Advisors LLC
|
Nov 07, 2025 Q3 2025 |
111,211
shares
|
$1.32 Million
0.16% of portfolio
|
Q3 2025
Reduced 16.02%
|
|
|
Brevan Howard Capital Management LP
St. Helier, Y9 |
Nov 14, 2025 Q3 2025 |
108,636
shares
|
$1.29 Million
0.01% of portfolio
|
Q3 2025
Added 925.64%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 12, 2025 Q3 2025 |
104,622
shares
|
$1.24 Million
0.0% of portfolio
|
Q3 2025
Added 15.72%
|
|
|
Greenwich Investment Management, Inc.
Stamford, CT |
Aug 14, 2024 Q2 2024 |
104,373
shares
|
$1.24 Million
1.75% of portfolio
|
Q2 2024
Reduced 14.76%
|
|
|
Northeast Financial Consultants Inc
Westport, CT |
Aug 15, 2025 Q2 2025 |
102,219
shares
|
$1.21 Million
0.06% of portfolio
|
Q2 2025
Added 139.0%
|
|
|
Connor, Clark & Lunn Investment Management Ltd.
|
Nov 13, 2025 Q3 2025 |
100,936
shares
|
$1.2 Million
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Universal Beteiligungs Und Servicegesellschaft Mb H
Frankfurt Am Main, 2M |
Oct 30, 2025 Q3 2025 |
100,250
shares
|
$1.19 Million
0.0% of portfolio
|
Q3 2025
Reduced 2.34%
|
|
|
Comerica Bank
|
Nov 13, 2025 Q3 2025 |
98,999
shares
|
$1.18 Million
0.0% of portfolio
|
Q3 2025
Added 12.03%
|
|
|
Bright Futures Wealth Management, Llc.
Webster, Ny 14580, NY |
Nov 12, 2025 Q3 2025 |
96,474
shares
|
$1.15 Million
1.08% of portfolio
|
Q3 2025
Added 69.06%
|
|
|
Israel Englander
Millennium Management LLC | New York, Ny
|
Nov 14, 2025 Q3 2025 |
91,252
shares
|
$1.08 Million
0.0% of portfolio
|
Q3 2025
New holding
|
|