Who owns Carlyle Secured Lending, Inc.?
Prices and market caps: Cboe delayed data, at least 15 minutes delayed. Not real-time. Fundamentals from company filings.
Institutional ownership of CGBD from SEC Form 13F filings across 142 reporting managers. All positions are from one synchronized reporting period — 2026-06-30 books, filed up to 45 days after quarter end — so every row is comparable.
As of the 2026-06-30 reporting period, 142 institutions disclosed 26.0M shares of Carlyle Secured Lending, Inc. worth $273.9M — about 37.4% of shares outstanding; the largest disclosed holder is Creative Planning. Source: SEC Form 13F filings, parsed by EvidInvest.
142
13F holders
$273.9M
value, 2026 filers
37.4%
of shares outstanding (26.0M sh)
20
new positions (2026 filers)
Top institutional holders
ordered by shares owned · positions as of 2026-06-30 · % of fund = share of the manager's own book · % of co. = share of CGBD's shares outstanding
| # | Manager | Shares | Value | % of fund | % of co. | Δ shares QoQ |
|---|---|---|---|---|---|---|
| 1 | Creative Planning | 3.1M | $32.5M | 0.0% | 4.4% | -4.5% |
| 2 | MORGAN STANLEY | 2.8M | $29.5M | 0.0% | 4% | +6.2% |
| 3 | VAN ECK ASSOCIATES CORP | 1.7M | $18.4M | 0.0% | 2.5% | +33.2% |
| 4 | UBS Group AG | 1.4M | $14.7M | 0.0% | 2% | +12.8% |
| 5 | CHOREO, LLC | 1.4M | $14.3M | 0.2% | 2% | -1.9% |
| 6 | Invesco Ltd. | 1.2M | $12.5M | 0.0% | 1.7% | -9.6% |
| 7 | Lalia Capital, LLCNEW | 927,333 | $9.8M | 4.7% | 1.3% | new |
| 8 | Russell Investments Group, Ltd. | 870,513 | $9.2M | 0.0% | 1.3% | +48.3% |
| 9 | Muzinich & Co., Inc. | 741,278 | $7.8M | 2.7% | 1.1% | +0.5% |
| 10 | North Ground Capital | 616,000 | $6.5M | 7.8% | 0.9% | +59.0% |
| 11 | Legal & General Group Plc | 577,568 | $6.1M | 0.0% | 0.8% | +4.7% |
| 12 | Mariner, LLC | 563,240 | $6.0M | 0.0% | 0.8% | +2.7% |
| 13 | Sumitomo Mitsui Trust Group, Inc. | 519,735 | $5.5M | 0.0% | 0.7% | 0.0% |
| 14 | Diameter Capital Partners LPNEW | 508,387 | $5.4M | 0.4% | 0.7% | new |
| 15 | ARES MANAGEMENT LLC | 472,187 | $5.0M | 0.2% | 0.7% | +96.7% |
| 16 | Arax Advisory Partners | 465,613 | $4.9M | 0.0% | 0.7% | +144.6% |
| 17 | TWO SIGMA INVESTMENTS, LP | 448,847 | $4.7M | 0.0% | 0.6% | -28.9% |
| 18 | Rockefeller Capital Management L.P. | 444,533 | $4.7M | 0.0% | 0.6% | -0.7% |
| 19 | LSV ASSET MANAGEMENT | 352,150 | $3.7M | 0.0% | 0.5% | 0.0% |
| 20 | NOVARE CAPITAL MANAGEMENT LLC | 287,445 | $3.0M | 0.2% | 0.4% | +14.3% |
| 21 | BANK OF AMERICA CORP /DE/ | 280,420 | $3.0M | 0.0% | 0.4% | +11.8% |
| 22 | BlackRock, Inc. | 276,868 | $2.9M | 0.0% | 0.4% | -2.3% |
| 23 | TORONTO DOMINION BANK | 263,276 | $2.8M | 0.0% | 0.4% | -41.5% |
| 24 | WCG Wealth Advisors LLC | 229,477 | $2.4M | 0.1% | 0.3% | +22.9% |
| 25 | Callodine Capital Management, LPNEW | 225,000 | $2.4M | 0.2% | 0.3% | new |
Source: SEC Form 13F-HR filings (institutional managers over $100M in US-listed positions). 13Fs disclose long positions only, up to 45 days after quarter end; each manager's latest filed quarter is shown per row and dollar values are the manager's filed marks. Aggregates labeled "2026 filers" count only managers whose latest book is a 2026 quarter. Related: valuation · options positioning · supply chain. Research, not investment advice.