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Carlyle Secured Lending (CGBD) Institutional Ownership

Carlyle Secured Lending logo
$11.35 +0.02 (+0.18%)
As of 08/21/2026 04:00 PM 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)
94
Total
Institutional Inflows
(last 12 months)
$130.70M
Number of
Institutional Sellers
(last 12 months)
51
Total
Institutional Outflows
(last 12 months)
$38.78M
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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
8/22/2026 Compass Financial Management LLC44,160$464K0.1%N/A0.064%
8/19/2026 Van ECK Associates Corp1,748,836$18.42M0.0%+33.2%2.542%
8/18/2026 Glenview Trust Co14,000$147K0.0%N/A0.020%
8/17/2026 Almitas Capital LLC42,885$452K0.1%N/A0.062%
8/17/2026 Corient Private Wealth LP182,469$1.92M0.0%N/A0.265%
8/17/2026 Bank of America Corp DE280,420$2.95M0.0%N/A0.408%
8/14/2026 Legal & General Group Plc577,568$6.09M0.0%N/A0.839%
8/14/2026 Palliser Capital UK Ltd45,703$481K0.3%N/A0.066%
8/13/2026 North Ground Capital616,000$6.49B7.8%N/A0.895%
8/13/2026 Burk Holdings LLC3,499$37K0.0%N/A0.005%
8/12/2026 Compass Financial Management LLC44,160$464K0.1%N/A0.064%
8/12/2026 Commerce Bank40,381$425K0.0%N/A0.058%
8/12/2026 CFO4Life Group LLC12,277$129K0.0%N/A0.018%
8/12/2026 Quantbot Technologies LP19,084$201K0.0%N/A0.027%
8/12/2026 Ieq Capital LLC40,295$424K0.0%N/A0.058%
8/12/2026 Lalia Capital LLC927,333$9.77M4.7%N/A1.334%
8/11/2026 Allworth Financial LP2,528$27K0.0%N/A0.004%
8/10/2026 Denali Advisors LLC66,398$699K0.1%-8.7%0.096%
8/10/2026 NewEdge Wealth LLC24,760$261K0.0%N/A0.036%
8/7/2026 Texas Capital Bank Wealth Management Services Inc72,707$766K0.0%N/A0.105%
8/7/2026 BlackRock Inc.276,868$2.92M0.0%N/A0.398%
8/6/2026 Global Retirement Partners LLC15,205$160K0.0%N/A0.022%
8/6/2026 SCS Capital Management LLC11,314$123K0.0%N/A0.016%
7/10/2026 Doliver Advisors LP119,781$1.26M0.3%-5.4%0.172%
7/9/2026 Hennion & Walsh Asset Management Inc.170,736$1.80M0.1%+17.8%0.246%
5/19/2026 Bank of America Corp DE250,889$2.75M0.0%-27.2%0.361%
5/18/2026 Rivernorth Capital Management LLC1,272,507$13.92M0.7%-33.1%1.831%
5/18/2026 Royal Bank of Canada41,141$450K0.0%-16.3%0.059%
5/15/2026 Entropy Technologies LP18,913$207K0.0%+37.4%0.027%
5/14/2026 Caxton Associates LLP15,424$169K0.0%-75.8%0.022%
5/14/2026 Lido Advisors LLC37,512$425K0.0%-52.6%0.054%
5/13/2026 Cetera Investment Advisers94,894$1.04M0.0%+25.0%0.137%
5/8/2026 Glenview Trust Co14,000$153K0.0%N/A0.020%
5/6/2026 Independent Financial Group LLC22,882$250K0.0%N/A0.033%
5/5/2026 Beaumont Financial Advisors LLC10,030$110K0.0%N/A0.014%
5/1/2026 Fifth Third Bancorp99,557$1.09M0.0%N/A0.142%
4/30/2026 Whipplewood Advisors LLC34,853$381K0.2%+99.4%0.050%
4/27/2026 Y Intercept Hong Kong Ltd151,465$1.66M0.0%N/A0.216%
4/24/2026 MQS Management LLC22,283$244K0.2%N/A0.032%
4/23/2026 Lansforsakringar Fondforvaltning AB publ134,949$1.48M0.0%+28.4%0.192%
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4/23/2026Catalina Capital Group LLC15,966$175K0.1%N/A0.023%
4/22/2026 Janney Montgomery Scott LLC17,304$189K0.0%-17.6%0.025%
4/20/2026 TrueMark Investments LLC32,883$360K0.1%-70.6%0.047%
4/17/2026 Novare Capital Management LLC251,395$2.75M0.2%+4.3%0.356%
4/16/2026 BI Asset Management Fondsmaeglerselskab A S282,558$3.09M0.0%-3.8%0.400%
3/17/2026 Rockefeller Capital Management L.P.428,516$5.35M0.0%+29.0%0.606%
3/9/2026 Corient Private Wealth LLC174,650$2.18M0.0%-40.4%0.247%
3/9/2026 EMC Capital Management5,543$69K0.0%-15.0%0.008%
2/26/2026 Alpine Global Management LLC457,342$5.71M1.0%+82.5%0.897%
2/23/2026 Virtu Financial LLC22,791$285K0.0%N/A0.045%
2/20/2026Sunbelt Securities Inc.34,182$427K0.0%+3.3%0.067%
2/19/2026 Invesco Ltd.887,656$11.09M0.0%-1.5%1.742%
2/19/2026 Corient Private Wealth LLC174,650$2.18M0.0%-40.4%0.343%
2/18/2026 Mackenzie Financial Corp27,466$348K0.0%+3.2%0.054%
2/18/2026 XTX Topco Ltd93,764$1.17M0.0%N/A0.184%
2/18/2026 Virtus Investment Advisers LLC63,686$795K0.2%-7.8%0.125%
2/18/2026 Toronto Dominion Bank500,000$6.25M0.0%N/A0.981%
2/18/2026 Rivernorth Capital Management LLC1,900,728$23.74M1.1%+58.2%3.730%
2/18/2026 Millennium Management LLC36,067$450K0.0%-60.5%0.071%
2/17/2026 Almitas Capital LLC42,885$536K0.1%N/A0.084%
2/17/2026 AQR Capital Management LLC41,471$518K0.0%N/A0.081%
2/17/2026 Cetera Investment Advisers75,920$948K0.0%-5.9%0.149%
2/17/2026 Osaic Holdings Inc.57,071$713K0.0%-3.3%0.112%
2/17/2026 Russell Investments Group Ltd.202,640$2.53M0.0%N/A0.398%
2/17/2026 Royal Bank of Canada49,168$614K0.0%-70.6%0.096%
2/16/2026 Squarepoint Ops LLC21,470$268K0.0%N/A0.042%
2/16/2026 Verition Fund Management LLC19,533$244K0.0%-74.9%0.038%
2/16/2026 Mariner LLC543,895$6.84M0.0%+0.2%1.067%
2/16/2026 Focus Partners Wealth151,749$1.90M0.0%N/A0.298%
2/16/2026 Entropy Technologies LP13,767$172K0.0%N/A0.027%
2/16/2026 Arax Advisory Partners34,936$436K0.0%+4,779.3%0.069%
2/16/2026 Aptus Capital Advisors LLC21,291$266K0.0%N/A0.042%
2/13/2026 Kestra Advisory Services LLC3,777$47K0.0%N/A0.007%
2/13/2026 CANADA LIFE ASSURANCE Co91,576$1.15M0.0%+3.6%0.180%
2/13/2026 Stifel Financial Corp13,520$169K0.0%-35.1%0.027%
2/13/2026 OpenArc Corporate Advisory LLC15,526$194K0.0%N/A0.030%
2/13/2026 Ieq Capital LLC40,295$503K0.0%-10.3%0.079%
2/13/2026 Wells Fargo & Company MN269,719$3.37M0.0%-0.6%0.529%
2/12/2026 Advisors Asset Management Inc.203,725$2.55M0.0%-13.7%0.400%
2/12/2026 North Ground Capital912,220$11.39M5.7%+91.6%1.790%
2/12/2026 Triumph Capital Management6,886$86K0.0%-82.3%0.014%
2/12/2026 Commonwealth Equity Services LLC34,119$426K0.0%-5.1%0.067%
2/12/2026 Lansforsakringar Fondforvaltning AB publ 105,100$1.31M0.0%N/A0.206%
2/12/2026 Steward Partners Investment Advisory LLC66,098$826K0.0%+228.6%0.130%
2/11/2026 Dorsey & Whitney Trust CO LLC16,136$202K0.0%N/A0.032%
2/11/2026 Janney Montgomery Scott LLC21,007$262K0.0%-41.6%0.041%
2/11/2026 LPL Financial LLC109,901$1.37M0.0%+5.0%0.216%
2/11/2026 Closed End Fund Advisors Inc.255,435$3.19M1.9%N/A0.501%
2/11/2026 BI Asset Management Fondsmaeglerselskab A S293,858$3.67M0.0%+9.7%0.577%
2/10/2026 Lido Advisors LLC79,087$1.02M0.0%-7.2%0.155%
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2/10/2026 WCG Wealth Advisors LLC147,141$1.84M0.1%N/A0.289%
2/9/2026 Texas Capital Bank Wealth Management Services Inc28,125$351K0.0%N/A0.055%
2/9/2026 Legal & General Group Plc518,842$6.49M0.0%+17.8%1.018%
2/6/2026 LSV Asset Management366,750$4.58M0.0%-6.8%0.720%
2/6/2026 Global Retirement Partners LLC79,467$993K0.0%-10.6%0.156%
2/6/2026 HighTower Advisors LLC70,171$876K0.0%-2.0%0.138%
2/5/2026 Novare Capital Management LLC241,050$3.01M0.2%+17.8%0.473%
2/3/2026 NewEdge Wealth LLC24,760$309K0.0%N/A0.049%
2/3/2026 Denali Advisors LLC75,146$939K0.1%-32.4%0.147%
1/30/2026 Activest Wealth Management6,007$75K0.0%-26.1%0.012%


CGBD Institutional Ownership - Frequently Asked Questions

During the previous two years, 176 institutional investors and hedge funds held shares of Carlyle Secured Lending. The most heavily invested institutionals were North Ground Capital ($6.49B), 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), and Invesco Ltd. ($11.09M).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 159 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 51 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 Royal Bank of Canada ($126.27K).

Institutional investors have sold a total of 3,218,337 shares in the last 24 months. This volume of shares sold represents approximately $38.78M 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 8/22/2026. New 13F filings are added each quarter as they're published.
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