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 139 institutions that hold shares in the stock, with a total of 19.7 Million shares, which have been reported (via 13F filing form) to have a value of $279 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Creative Planning
Overland Park, KS |
May 15, 2025 Q1 2025 |
4,872,273
shares
|
$69 Million
0.07% of portfolio
|
Q1 2025
Added 36290.12%
|
|
|
Morgan Stanley
New York, NY |
May 15, 2025 Q1 2025 |
2,349,247
shares
|
$33.3 Million
0.0% of portfolio
|
Q1 2025
Added 3.16%
|
|
|
Lsv Asset Management
Chicago, IL |
May 08, 2025 Q1 2025 |
1,256,089
shares
|
$17.8 Million
0.05% of portfolio
|
Q1 2025
Reduced 0.44%
|
|
|
Van Eck Associates Corp
|
May 15, 2025 Q1 2025 |
1,203,863
shares
|
$17 Million
0.03% of portfolio
|
Q1 2025
Reduced 7.2%
|
|
|
Bank Of America Corp
Charlotte, NC |
May 15, 2025 Q1 2025 |
1,061,779
shares
|
$15 Million
0.0% of portfolio
|
Q1 2025
Reduced 10.97%
|
|
|
Invesco Ltd.
Atlanta, GA |
May 12, 2025 Q1 2025 |
657,900
shares
|
$9.32 Million
0.0% of portfolio
|
Q1 2025
Reduced 0.25%
|
|
|
David A. Siegel
Two Sigma Advisers, LP | New York, Ny
|
May 15, 2025 Q1 2025 |
516,800
shares
|
$7.32 Million
0.02% of portfolio
|
Q1 2025
Added 15.07%
|
|
|
Ubs Group Ag
|
May 13, 2025 Q1 2025 |
411,585
shares
|
$5.83 Million
0.0% of portfolio
|
Q1 2025
Added 7.37%
|
|
|
Kingstone Capital Partners Texas, LLC
Frisco, TX |
Jul 10, 2025 Q2 2025 |
410,472
shares
|
$5.81 Million
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Two Sigma Investments, LP
New York, NY |
May 15, 2025 Q1 2025 |
345,805
shares
|
$4.9 Million
0.01% of portfolio
|
Q1 2025
Added 20.04%
|
|
|
Legal & General Group PLC
London, X0 |
May 15, 2025 Q1 2025 |
332,189
shares
|
$4.7 Million
0.0% of portfolio
|
Q4 2023
Added 19.43%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
May 15, 2025 Q1 2025 |
275,612
shares
|
$3.9 Million
0.0% of portfolio
|
Q1 2025
Added 1.87%
|
|
|
Condor Capital Management
Martinsville, NJ |
May 12, 2025 Q1 2025 |
275,409
shares
|
$3.9 Million
0.43% of portfolio
|
Q1 2025
Added 3.21%
|
|
|
Advisors Asset Management, Inc.
Monument, CO |
May 15, 2025 Q1 2025 |
248,348
shares
|
$3.52 Million
0.08% of portfolio
|
Q1 2025
Added 3.49%
|
|
|
Hager Investment Management Services, LLC
New London, NH |
May 02, 2025 Q1 2025 |
226,166
shares
|
$3.2 Million
2.58% of portfolio
|
Q1 2025
Reduced 0.92%
|
|
|
Gries Financial LLC
Cleveland, OH |
Jul 14, 2025 Q2 2025 |
197,240
shares
|
$2.79 Million
0.57% of portfolio
|
Q1 2025
Reduced 0.38%
|
|
|
Muzinich & Co., Inc.
New York, NY |
May 05, 2025 Q1 2025 |
194,717
shares
|
$2.76 Million
1.9% of portfolio
|
Q1 2025
Reduced 3.83%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
May 14, 2025 Q1 2025 |
186,304
shares
|
$2.64 Million
0.0% of portfolio
|
Q1 2025
Added 4.18%
|
|
|
Black Rock Inc.
New York, NY |
Aug 13, 2024 Q2 2024 |
185,151
shares
|
$2.62 Million
0.0% of portfolio
|
Q2 2024
Added 0.76%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
May 13, 2025 Q1 2025 |
184,149
shares
|
$2.61 Million
0.0% of portfolio
|
Q1 2025
Added 2.44%
|
|
|
Sumitomo Mitsui Trust Holdings, Inc.
|
Apr 25, 2025 Q1 2025 |
183,401
shares
|
$2.6 Million
0.0% of portfolio
|
Q1 2025
Reduced 7.08%
|
|
|
Novare Capital Management LLC
|
Apr 29, 2025 Q1 2025 |
175,955
shares
|
$2.49 Million
0.25% of portfolio
|
Q1 2025
Reduced 1.54%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
May 15, 2025 Q1 2025 |
175,568
shares
|
$2.49 Million
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Ethos Financial Group, LLC
King Of Prussia, PA |
May 13, 2025 Q1 2025 |
171,871
shares
|
$2.43 Million
0.3% of portfolio
|
Q1 2025
New holding
|
|
|
Mckinley Capital Management LLC
|
Aug 12, 2024 Q2 2024 |
166,621
shares
|
$2.36 Million
0.53% of portfolio
|
Q2 2024
Added 0.2%
|