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Carlyle Secured Lending (CGBD) Institutional Ownership

Carlyle Secured Lending logo
$10.68 -0.09 (-0.80%)
As of 10:03 AM Eastern
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Institutional Ownership Changes (13F Filings) for Carlyle Secured Lending (NASDAQ:CGBD)

Current
Institutional Ownership
Percentage
24.51%
Number of
Institutional Buyers
(last 12 months)
93
Total
Institutional Inflows
(last 12 months)
$128.41M
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 DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
8/27/2026Corient Private Wealth LP42,902$452K0.0%-75.5%0.062%
8/26/2026HighTower Advisors LLC149,880$1.58M0.0%-23.8%0.218%
8/22/2026Compass Financial Management LLC44,160$464K0.1%N/A0.064%
8/19/2026Van ECK Associates Corp1,748,836$18.42M0.0%+33.2%2.542%
8/18/2026Glenview Trust Co14,000$147K0.0%N/A0.020%
8/17/2026Almitas Capital LLC42,885$452K0.1%N/A0.062%
8/17/2026Corient Private Wealth LP182,469$1.92M0.0%N/A0.265%
8/17/2026Bank of America Corp DE280,420$2.95M0.0%N/A0.408%
8/14/2026Legal & General Group Plc577,568$6.09M0.0%N/A0.839%
8/14/2026Palliser Capital UK Ltd45,703$481K0.3%N/A0.066%
8/13/2026North Ground Capital616,000$6.49M0.0%N/A0.895%
8/13/2026Burk Holdings LLC3,499$37K0.0%N/A0.005%
8/12/2026Compass Financial Management LLC44,160$464K0.1%N/A0.064%
8/12/2026Commerce Bank40,381$425K0.0%N/A0.058%
8/12/2026CFO4Life Group LLC12,277$129K0.0%N/A0.018%
8/12/2026Quantbot Technologies LP19,084$201K0.0%N/A0.027%
8/12/2026Ieq Capital LLC40,295$424K0.0%N/A0.058%
8/12/2026Lalia Capital LLC927,333$9.77M4.7%N/A1.334%
8/11/2026Allworth Financial LP2,528$27K0.0%N/A0.004%
8/10/2026Denali Advisors LLC66,398$699K0.1%-8.7%0.096%
8/10/2026NewEdge Wealth LLC24,760$261K0.0%N/A0.036%
8/7/2026Texas Capital Bank Wealth Management Services Inc72,707$766K0.0%N/A0.105%
8/7/2026BlackRock Inc.276,868$2.92M0.0%N/A0.398%
8/6/2026Global Retirement Partners LLC15,205$160K0.0%N/A0.022%
8/6/2026SCS Capital Management LLC11,314$123K0.0%N/A0.016%
7/10/2026Doliver Advisors LP119,781$1.26M0.3%-5.4%0.172%
7/9/2026Hennion & Walsh Asset Management Inc.170,736$1.80M0.1%+17.8%0.246%
5/19/2026Bank of America Corp DE250,889$2.75M0.0%-27.2%0.361%
5/18/2026Rivernorth Capital Management LLC1,272,507$13.92M0.7%-33.1%1.831%
5/18/2026Royal Bank of Canada41,141$450K0.0%-16.3%0.059%
5/15/2026Entropy Technologies LP18,913$207K0.0%+37.4%0.027%
5/14/2026Caxton Associates LLP15,424$169K0.0%-75.8%0.022%
5/14/2026Lido Advisors LLC37,512$425K0.0%-52.6%0.054%
5/13/2026Cetera Investment Advisers94,894$1.04M0.0%+25.0%0.137%
5/8/2026Glenview Trust Co14,000$153K0.0%N/A0.020%
5/6/2026Independent Financial Group LLC22,882$250K0.0%N/A0.033%
5/5/2026Beaumont Financial Advisors LLC10,030$110K0.0%N/A0.014%
5/1/2026Fifth Third Bancorp99,557$1.09M0.0%N/A0.142%
4/30/2026Whipplewood Advisors LLC34,853$381K0.2%+99.4%0.050%
4/27/2026Y Intercept Hong Kong Ltd151,465$1.66M0.0%N/A0.216%
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4/24/2026MQS Management LLC22,283$244K0.2%N/A0.032%
4/23/2026Lansforsakringar Fondforvaltning AB publ134,949$1.48M0.0%+28.4%0.192%
4/23/2026Catalina Capital Group LLC15,966$175K0.1%N/A0.023%
4/22/2026Janney Montgomery Scott LLC17,304$189K0.0%-17.6%0.025%
4/20/2026TrueMark Investments LLC32,883$360K0.1%-70.6%0.047%
4/17/2026Novare Capital Management LLC251,395$2.75M0.2%+4.3%0.356%
4/16/2026BI Asset Management Fondsmaeglerselskab A S282,558$3.09M0.0%-3.8%0.400%
3/17/2026Rockefeller Capital Management L.P.428,516$5.35M0.0%+29.0%0.606%
3/9/2026Corient Private Wealth LLC174,650$2.18M0.0%-40.4%0.247%
3/9/2026EMC Capital Management5,543$69K0.0%-15.0%0.008%
2/26/2026Alpine Global Management LLC457,342$5.71M1.0%+82.5%0.897%
2/23/2026Virtu Financial LLC22,791$285K0.0%N/A0.045%
2/20/2026Sunbelt Securities Inc.34,182$427K0.0%+3.3%0.067%
2/19/2026Invesco Ltd.887,656$11.09M0.0%-1.5%1.742%
2/19/2026Corient Private Wealth LLC174,650$2.18M0.0%-40.4%0.343%
2/18/2026Mackenzie Financial Corp27,466$348K0.0%+3.2%0.054%
2/18/2026XTX Topco Ltd93,764$1.17M0.0%N/A0.184%
2/18/2026Virtus Investment Advisers LLC63,686$795K0.2%-7.8%0.125%
2/18/2026Toronto Dominion Bank500,000$6.25M0.0%N/A0.981%
2/18/2026Rivernorth Capital Management LLC1,900,728$23.74M1.1%+58.2%3.730%
2/18/2026Millennium Management LLC36,067$450K0.0%-60.5%0.071%
2/17/2026Almitas Capital LLC42,885$536K0.1%N/A0.084%
2/17/2026AQR Capital Management LLC41,471$518K0.0%N/A0.081%
2/17/2026Cetera Investment Advisers75,920$948K0.0%-5.9%0.149%
2/17/2026Osaic Holdings Inc.57,071$713K0.0%-3.3%0.112%
2/17/2026Russell Investments Group Ltd.202,640$2.53M0.0%N/A0.398%
2/17/2026Royal Bank of Canada49,168$614K0.0%-70.6%0.096%
2/16/2026Squarepoint Ops LLC21,470$268K0.0%N/A0.042%
2/16/2026Verition Fund Management LLC19,533$244K0.0%-74.9%0.038%
2/16/2026Mariner LLC543,895$6.84M0.0%+0.2%1.067%
2/16/2026Focus Partners Wealth151,749$1.90M0.0%N/A0.298%
2/16/2026Entropy Technologies LP13,767$172K0.0%N/A0.027%
2/16/2026Arax Advisory Partners34,936$436K0.0%+4,779.3%0.069%
2/16/2026Aptus Capital Advisors LLC21,291$266K0.0%N/A0.042%
2/13/2026Kestra Advisory Services LLC3,777$47K0.0%N/A0.007%
2/13/2026CANADA LIFE ASSURANCE Co91,576$1.15M0.0%+3.6%0.180%
2/13/2026Stifel Financial Corp13,520$169K0.0%-35.1%0.027%
2/13/2026OpenArc Corporate Advisory LLC15,526$194K0.0%N/A0.030%
2/13/2026Ieq Capital LLC40,295$503K0.0%-10.3%0.079%
2/13/2026Wells Fargo & Company MN269,719$3.37M0.0%-0.6%0.529%
2/12/2026Advisors Asset Management Inc.203,725$2.55M0.0%-13.7%0.400%
2/12/2026North Ground Capital912,220$11.39M5.7%+91.6%1.790%
2/12/2026Triumph Capital Management6,886$86K0.0%-82.3%0.014%
2/12/2026Commonwealth Equity Services LLC34,119$426K0.0%-5.1%0.067%
2/12/2026Lansforsakringar Fondforvaltning AB publ 105,100$1.31M0.0%N/A0.206%
2/12/2026Steward Partners Investment Advisory LLC66,098$826K0.0%+228.6%0.130%
2/11/2026Dorsey & Whitney Trust CO LLC16,136$202K0.0%N/A0.032%
2/11/2026Janney Montgomery Scott LLC21,007$262K0.0%-41.6%0.041%
2/11/2026LPL Financial LLC109,901$1.37M0.0%+5.0%0.216%
2/11/2026Closed End Fund Advisors Inc.255,435$3.19M1.9%N/A0.501%
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2/11/2026BI Asset Management Fondsmaeglerselskab A S293,858$3.67M0.0%+9.7%0.577%
2/10/2026Lido Advisors LLC79,087$1.02M0.0%-7.2%0.155%
2/10/2026WCG Wealth Advisors LLC147,141$1.84M0.1%N/A0.289%
2/9/2026Texas Capital Bank Wealth Management Services Inc28,125$351K0.0%N/A0.055%
2/9/2026Legal & General Group Plc518,842$6.49M0.0%+17.8%1.018%
2/6/2026LSV Asset Management366,750$4.58M0.0%-6.8%0.720%
2/6/2026Global Retirement Partners LLC79,467$993K0.0%-10.6%0.156%
2/6/2026HighTower Advisors LLC70,171$876K0.0%-2.0%0.138%
2/5/2026Novare Capital Management LLC241,050$3.01M0.2%+17.8%0.473%
2/3/2026NewEdge Wealth LLC24,760$309K0.0%N/A0.049%


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 10,920,629 shares in the last 24 months. This purchase volume represents approximately $128.41M 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.


Related Companies

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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