Carlyle Secured Lending (CGBD) Institutional Ownership

$11.37 -0.01 (-0.09%)

Closing price 09/11/2026 04:00 PM Eastern

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$11.38 +0.01 (+0.09%)

As of 09/11/2026 07:30 PM Eastern

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Current Institutional Ownership Percentage: 24.51%
Number of Institutional Buyers (last 12 months): 94
Total Institutional Inflows (last 12 months): $130.70M

Number of Institutional Sellers (last 12 months): 52
Total Institutional Outflows (last 12 months): $40.57M

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CGBD Institutional Buying and Selling by Quarter

Carlyle Secured Lending Major Shareholders & Ownership History

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Reporting Date	Major Shareholder Name	Shares Held	Market Value	% of Portfolio	Quarterly Change in Shares	Ownership in Company
8/27/2026	Corient Private Wealth LP	42,902	$452K	0.0%	-75.5%	0.062%
8/26/2026	HighTower Advisors LLC	149,880	$1.58M	0.0%	-23.8%	0.218%
8/22/2026	Compass Financial Management LLC	44,160	$464K	0.1%	N/A	0.064%
8/19/2026	Van ECK Associates Corp	1,748,836	$18.42M	0.0%	+33.2%	2.542%
8/18/2026	Glenview Trust Co	14,000	$147K	0.0%	N/A	0.020%
8/17/2026	Almitas Capital LLC	42,885	$452K	0.1%	N/A	0.062%
8/17/2026	Corient Private Wealth LP	182,469	$1.92M	0.0%	N/A	0.265%
8/17/2026	Bank of America Corp DE	280,420	$2.95M	0.0%	N/A	0.408%
8/14/2026	Legal & General Group Plc	577,568	$6.09M	0.0%	N/A	0.839%
8/14/2026	Palliser Capital UK Ltd	45,703	$481K	0.3%	N/A	0.066%
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8/13/2026	North Ground Capital	616,000	$6.49M	0.0%	N/A	0.895%
8/13/2026	Burk Holdings LLC	3,499	$37K	0.0%	N/A	0.005%
8/12/2026	Compass Financial Management LLC	44,160	$464K	0.1%	N/A	0.064%
8/12/2026	Commerce Bank	40,381	$425K	0.0%	N/A	0.058%
8/12/2026	CFO4Life Group LLC	12,277	$129K	0.0%	N/A	0.018%
8/12/2026	Quantbot Technologies LP	19,084	$201K	0.0%	N/A	0.027%
8/12/2026	Ieq Capital LLC	40,295	$424K	0.0%	N/A	0.058%
8/12/2026	Lalia Capital LLC	927,333	$9.77M	4.7%	N/A	1.334%
8/11/2026	Allworth Financial LP	2,528	$27K	0.0%	N/A	0.004%
8/10/2026	Denali Advisors LLC	66,398	$699K	0.1%	-8.7%	0.096%
8/10/2026	NewEdge Wealth LLC	24,760	$261K	0.0%	N/A	0.036%
8/7/2026	Texas Capital Bank Wealth Management Services Inc	72,707	$766K	0.0%	N/A	0.105%
8/7/2026	BlackRock Inc.	276,868	$2.92M	0.0%	N/A	0.398%
8/6/2026	Global Retirement Partners LLC	15,205	$160K	0.0%	N/A	0.022%
8/6/2026	SCS Capital Management LLC	11,314	$123K	0.0%	N/A	0.016%
7/10/2026	Doliver Advisors LP	119,781	$1.26M	0.3%	-5.4%	0.172%
7/9/2026	Hennion & Walsh Asset Management Inc.	170,736	$1.80M	0.1%	+17.8%	0.246%
5/19/2026	Bank of America Corp DE	250,889	$2.75M	0.0%	-27.2%	0.361%
5/18/2026	Rivernorth Capital Management LLC	1,272,507	$13.92M	0.7%	-33.1%	1.831%
5/18/2026	Royal Bank of Canada	41,141	$450K	0.0%	-16.3%	0.059%
5/15/2026	Entropy Technologies LP	18,913	$207K	0.0%	+37.4%	0.027%
5/14/2026	Caxton Associates LLP	15,424	$169K	0.0%	-75.8%	0.022%
5/14/2026	Lido Advisors LLC	37,512	$425K	0.0%	-52.6%	0.054%
5/13/2026	Cetera Investment Advisers	94,894	$1.04M	0.0%	+25.0%	0.137%
5/8/2026	Glenview Trust Co	14,000	$153K	0.0%	N/A	0.020%
5/6/2026	Independent Financial Group LLC	22,882	$250K	0.0%	N/A	0.033%
5/5/2026	Beaumont Financial Advisors LLC	10,030	$110K	0.0%	N/A	0.014%
5/1/2026	Fifth Third Bancorp	99,557	$1.09M	0.0%	N/A	0.142%
4/30/2026	Whipplewood Advisors LLC	34,853	$381K	0.2%	+99.4%	0.050%
4/27/2026	Y Intercept Hong Kong Ltd	151,465	$1.66M	0.0%	N/A	0.216%
BlackRock and Vanguard already own THIS (Ad) Institutions own roughly 88 percent of an overlooked American oil and natural gas company. BlackRock holds 32 million shares worth about 716 million dollars, while Vanguard owns 48 million shares worth nearly 1.1 billion dollars. The company generates approximately 3.2 billion dollars in operating income against a market value of only about 8 billion dollars, and it has signed a multi-year AI agreement with Palantir to improve equipment reliability and well performance. Click here to learn about this overlooked AI energy stock
4/24/2026	MQS Management LLC	22,283	$244K	0.2%	N/A	0.032%
4/23/2026	Lansforsakringar Fondforvaltning AB publ	134,949	$1.48M	0.0%	+28.4%	0.192%
4/23/2026	Catalina Capital Group LLC	15,966	$175K	0.1%	N/A	0.023%
4/22/2026	Janney Montgomery Scott LLC	17,304	$189K	0.0%	-17.6%	0.025%
4/20/2026	TrueMark Investments LLC	32,883	$360K	0.1%	-70.6%	0.047%
4/17/2026	Novare Capital Management LLC	251,395	$2.75M	0.2%	+4.3%	0.356%
4/16/2026	BI Asset Management Fondsmaeglerselskab A S	282,558	$3.09M	0.0%	-3.8%	0.400%
3/17/2026	Rockefeller Capital Management L.P.	428,516	$5.35M	0.0%	+29.0%	0.606%
3/9/2026	Corient Private Wealth LLC	174,650	$2.18M	0.0%	-40.4%	0.247%
3/9/2026	EMC Capital Management	5,543	$69K	0.0%	-15.0%	0.008%
2/26/2026	Alpine Global Management LLC	457,342	$5.71M	1.0%	+82.5%	0.897%
2/23/2026	Virtu Financial LLC	22,791	$285K	0.0%	N/A	0.045%
2/20/2026	Sunbelt Securities Inc.	34,182	$427K	0.0%	+3.3%	0.067%
2/19/2026	Invesco Ltd.	887,656	$11.09M	0.0%	-1.5%	1.742%
2/19/2026	Corient Private Wealth LLC	174,650	$2.18M	0.0%	-40.4%	0.343%
2/18/2026	Mackenzie Financial Corp	27,466	$348K	0.0%	+3.2%	0.054%
2/18/2026	XTX Topco Ltd	93,764	$1.17M	0.0%	N/A	0.184%
2/18/2026	Virtus Investment Advisers LLC	63,686	$795K	0.2%	-7.8%	0.125%
2/18/2026	Toronto Dominion Bank	500,000	$6.25M	0.0%	N/A	0.981%
2/18/2026	Rivernorth Capital Management LLC	1,900,728	$23.74M	1.1%	+58.2%	3.730%
2/18/2026	Millennium Management LLC	36,067	$450K	0.0%	-60.5%	0.071%
2/17/2026	Almitas Capital LLC	42,885	$536K	0.1%	N/A	0.084%
2/17/2026	AQR Capital Management LLC	41,471	$518K	0.0%	N/A	0.081%
2/17/2026	Cetera Investment Advisers	75,920	$948K	0.0%	-5.9%	0.149%
2/17/2026	Osaic Holdings Inc.	57,071	$713K	0.0%	-3.3%	0.112%
2/17/2026	Russell Investments Group Ltd.	202,640	$2.53M	0.0%	N/A	0.398%
2/17/2026	Royal Bank of Canada	49,168	$614K	0.0%	-70.6%	0.096%
2/16/2026	Squarepoint Ops LLC	21,470	$268K	0.0%	N/A	0.042%
2/16/2026	Verition Fund Management LLC	19,533	$244K	0.0%	-74.9%	0.038%
2/16/2026	Mariner LLC	543,895	$6.84M	0.0%	+0.2%	1.067%
2/16/2026	Focus Partners Wealth	151,749	$1.90M	0.0%	N/A	0.298%
2/16/2026	Entropy Technologies LP	13,767	$172K	0.0%	N/A	0.027%
2/16/2026	Arax Advisory Partners	34,936	$436K	0.0%	+4,779.3%	0.069%
2/16/2026	Aptus Capital Advisors LLC	21,291	$266K	0.0%	N/A	0.042%
2/13/2026	Kestra Advisory Services LLC	3,777	$47K	0.0%	N/A	0.007%
2/13/2026	CANADA LIFE ASSURANCE Co	91,576	$1.15M	0.0%	+3.6%	0.180%
2/13/2026	Stifel Financial Corp	13,520	$169K	0.0%	-35.1%	0.027%
2/13/2026	OpenArc Corporate Advisory LLC	15,526	$194K	0.0%	N/A	0.030%
2/13/2026	Ieq Capital LLC	40,295	$503K	0.0%	-10.3%	0.079%
2/13/2026	Wells Fargo & Company MN	269,719	$3.37M	0.0%	-0.6%	0.529%
2/12/2026	Advisors Asset Management Inc.	203,725	$2.55M	0.0%	-13.7%	0.400%
2/12/2026	North Ground Capital	912,220	$11.39M	5.7%	+91.6%	1.790%
2/12/2026	Triumph Capital Management	6,886	$86K	0.0%	-82.3%	0.014%
2/12/2026	Commonwealth Equity Services LLC	34,119	$426K	0.0%	-5.1%	0.067%
2/12/2026	Lansforsakringar Fondforvaltning AB publ	105,100	$1.31M	0.0%	N/A	0.206%
2/12/2026	Steward Partners Investment Advisory LLC	66,098	$826K	0.0%	+228.6%	0.130%
2/11/2026	Dorsey & Whitney Trust CO LLC	16,136	$202K	0.0%	N/A	0.032%
2/11/2026	Janney Montgomery Scott LLC	21,007	$262K	0.0%	-41.6%	0.041%
2/11/2026	LPL Financial LLC	109,901	$1.37M	0.0%	+5.0%	0.216%
2/11/2026	Closed End Fund Advisors Inc.	255,435	$3.19M	1.9%	N/A	0.501%
BlackRock and Vanguard already own THIS (Ad) Institutions own roughly 88 percent of an overlooked American oil and natural gas company. BlackRock holds 32 million shares worth about 716 million dollars, while Vanguard owns 48 million shares worth nearly 1.1 billion dollars. The company generates approximately 3.2 billion dollars in operating income against a market value of only about 8 billion dollars, and it has signed a multi-year AI agreement with Palantir to improve equipment reliability and well performance. Click here to learn about this overlooked AI energy stock
2/11/2026	BI Asset Management Fondsmaeglerselskab A S	293,858	$3.67M	0.0%	+9.7%	0.577%
2/10/2026	Lido Advisors LLC	79,087	$1.02M	0.0%	-7.2%	0.155%
2/10/2026	WCG Wealth Advisors LLC	147,141	$1.84M	0.1%	N/A	0.289%
2/9/2026	Texas Capital Bank Wealth Management Services Inc	28,125	$351K	0.0%	N/A	0.055%
2/9/2026	Legal & General Group Plc	518,842	$6.49M	0.0%	+17.8%	1.018%
2/6/2026	LSV Asset Management	366,750	$4.58M	0.0%	-6.8%	0.720%
2/6/2026	Global Retirement Partners LLC	79,467	$993K	0.0%	-10.6%	0.156%
2/6/2026	HighTower Advisors LLC	70,171	$876K	0.0%	-2.0%	0.138%
2/5/2026	Novare Capital Management LLC	241,050	$3.01M	0.2%	+17.8%	0.473%
2/3/2026	NewEdge Wealth LLC	24,760	$309K	0.0%	N/A	0.049%

CGBD Institutional Ownership - Frequently Asked Questions

During the previous two years, 175 institutional investors and hedge funds held shares of Carlyle Secured Lending. The most heavily invested institutionals were Creative Planning ($57.89M), Prime Capital Investment Advisors LLC ($30.16M), Van ECK Associates Corp ($18.42M), Choreo LLC ($17.61M), Rivernorth Capital Management LLC ($13.92M), Invesco Ltd. ($11.09M), and UBS Group AG ($10.77M).Learn more on Carlyle Secured Lending's institutional investors.

24.51% of Carlyle Secured Lending's stock is owned by institutional investors. Learn more on CGBD's institutional investor holdings.

Of the 158 institutional investors that purchased Carlyle Secured Lending's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Prime Capital Investment Advisors LLC ($2.20M), North Ground Capital ($1.53M), Choreo LLC ($1.46M), Lalia Capital LLC ($927.33K), Invesco Ltd. ($860.33K), Legal & General Group Plc ($783.65K), and Rivernorth Capital Management LLC ($699.59K).

Institutional investors have bought a total of 11,087,929 shares in the last 24 months. This purchase volume represents approximately $130.70M in transactions.

Of the 52 institutional investors that sold Carlyle Secured Lending's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Rivernorth Capital Management LLC ($628.22K), LSV Asset Management ($493.81K), Cliffwater LLC ($341.30K), Creative Planning ($284.89K), Corient Private Wealth LLC ($236.39K), Bank of America Corp DE ($215.67K), and Corient Private Wealth LP ($132.40K).

Institutional investors have sold a total of 3,390,548 shares in the last 24 months. This volume of shares sold represents approximately $40.57M in transactions.

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Institutional ownership data for NASDAQ:CGBD is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 8/27/2026. New 13F filings are added each quarter as they're published.

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Carlyle Secured Lending (CGBD) Institutional Ownership

CGBD Institutional Buying and Selling by Quarter

Carlyle Secured Lending Major Shareholders & Ownership History

CGBD Institutional Ownership - Frequently Asked Questions

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Carlyle Secured Lending (CGBD) Institutional Ownership

Institutional Ownership Changes (13F Filings) for Carlyle Secured Lending (NASDAQ:CGBD)

CGBD Institutional Buying and Selling by Quarter

Carlyle Secured Lending Major Shareholders & Ownership History

CGBD Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of CGBD shares?

What percentage of Carlyle Secured Lending's stock is owned by institutional investors?

Which institutional investors have been buying Carlyle Secured Lending's stock?

How much institutional buying is happening at Carlyle Secured Lending?

Which of Carlyle Secured Lending's major shareholders have been selling company stock?

How much institutional selling is happening at Carlyle Secured Lending?

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