Who Holds Carlyle Secured Lending, Inc. (CGBD)? 142 Institutional Holders, Q2 2026
Managers with more than $100 million in US equities report their holdings on Form 13F within 45 days of each quarter end. Quarter ended 30 Jun 2026: 142 holders, $271 million in total.
Largest holders
The 100 largest by value. Change in shares against Q1 2026.
| Manager | Shares | Value | Change | |
|---|---|---|---|---|
| Creative Planning | 3,086,927 | $33 million | -4% | 13F |
| MORGAN STANLEY | 2,799,104 | $29 million | +6% | 13F |
| VAN ECK ASSOCIATES CORP | 1,748,836 | $18 million | +33% | 13F |
| UBS Group AG | 1,395,189 | $15 million | +13% | 13F |
| CHOREO, LLC | 1,361,251 | $14 million | -2% | 13F |
| Invesco Ltd. | 1,184,888 | $12 million | -10% | 13F |
| Lalia Capital, LLC | 927,333 | $10 million | New | 13F |
| Russell Investments Group, Ltd. | 870,513 | $9 million | +48% | 13F |
| Muzinich & Co., Inc. | 741,278 | $8 million | +0% | 13F |
| North Ground Capital | 616,000 | $6 million | +59% | 13F |
| Legal & General Group Plc | 577,568 | $6 million | +5% | 13F |
| Mariner, LLC | 563,240 | $6 million | +3% | 13F |
| Sumitomo Mitsui Trust Group, Inc. | 519,735 | $5 million | +0% | 13F |
| Diameter Capital Partners LP | 508,387 | $5 million | New | 13F |
| CAZ INVESTMENTS LP | 504,665 | $5 million | +2423% | 13F |
| ARES MANAGEMENT LLC | 472,187 | $5 million | +97% | 13F |
| Arax Advisory Partners | 465,613 | $5 million | +145% | 13F |
| TWO SIGMA INVESTMENTS, LP | 448,847 | $5 million | -29% | 13F |
| Rockefeller Capital Management L.P. | 444,533 | $5 million | -1% | 13F |
| NOVARE CAPITAL MANAGEMENT LLC | 287,445 | $3 million | +14% | 13F |
| BANK OF AMERICA CORP /DE/ | 280,420 | $3 million | +12% | 13F |
| BlackRock, Inc. | 276,868 | $3 million | -2% | 13F |
| TORONTO DOMINION BANK | 263,276 | $3 million | -41% | 13F |
| WCG Wealth Advisors LLC | 229,477 | $2 million | +23% | 13F |
| Callodine Capital Management, LP | 225,000 | $2 million | New | 13F |
| WELLS FARGO & COMPANY/MN | 224,183 | $2 million | +13% | 13F |
| Cliffwater LLC | 207,319 | $2 million | +0% | 13F |
| Advisors Asset Management, Inc. | 200,997 | $2 million | -5% | 13F |
| HAGER INVESTMENT MANAGEMENT SERVICES, LLC | 182,377 | $2 million | -9% | 13F |
| Hennion & Walsh Asset Management, Inc. | 170,736 | $2 million | +18% | 13F |
| Significant Wealth Partners LLC | 164,757 | $2 million | +2% | 13F |
| HighTower Advisors, LLC | 149,880 | $2 million | -24% | 13F |
| Ethos Financial Group, LLC | 136,990 | $1 million | -2% | 13F |
| XTX Topco Ltd | 136,758 | $1 million | +269% | 13F |
| LPL Financial LLC | 132,350 | $1 million | -14% | 13F |
| AMERIPRISE FINANCIAL INC | 126,936 | $1 million | -13% | 13F |
| DOLIVER ADVISORS, LP | 119,781 | $1 million | -5% | 13F |
| ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ | 108,547 | $1 million | -26% | 13F |
| Samalin Investment Counsel, LLC | 107,636 | $1 million | +0% | 13F |
| Cetera Investment Advisers | 103,761 | $1 million | +9% | 13F |
| Steward Partners Investment Advisory, LLC | 101,236 | $1 million | +111% | 13F |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 100,250 | $1 million | +0% | 13F |
| RAYMOND JAMES FINANCIAL INC | 95,496 | $1 million | -8% | 13F |
| Pathstone Holdings, LLC | 83,677 | $881,114 | +3% | 13F |
| Balyasny Asset Management L.P. | 82,388 | $867,546 | +14% | 13F |
| Closed-End Fund Advisors, Inc. | 78,104 | $822,435 | -21% | 13F |
| CITADEL ADVISORS LLC | 77,293 | $813,895 | New | 13F |
| ENVESTNET ASSET MANAGEMENT INC | 74,753 | $787,151 | +0% | 13F |
| Texas Capital Bank Wealth Management Services Inc | 72,707 | $765,605 | +1% | 13F |
| Alpine Global Management, LLC | 71,496 | $752,853 | -38% | 13F |
| TRUIST FINANCIAL CORP | 67,757 | $713,481 | +0% | 13F |
| Apollon Wealth Management, LLC | 66,980 | $705,299 | New | 13F |
| DENALI ADVISORS LLC | 66,398 | $699,171 | -9% | 13F |
| NEUBERGER BERMAN GROUP LLC | 65,157 | $686,103 | -9% | 13F |
| Verdence Capital Advisors LLC | 55,956 | $589,212 | +33% | 13F |
| OSAIC HOLDINGS, INC. | 53,857 | $567,306 | +6% | 13F |
| Whipplewood Advisors, LLC | 51,820 | $545,665 | +49% | 13F |
| Naviter Wealth, LLC | 49,300 | $536,380 | -29% | 13F |
| US BANCORP \DE\ | 50,000 | $526,500 | +0% | 13F |
| Virtus Investment Advisers, LLC | 46,857 | $493,404 | -16% | 13F |
| Palliser Capital (UK) Ltd | 45,703 | $481,253 | New | 13F |
| COMPASS FINANCIAL MANAGEMENT LLC | 44,160 | $463,558 | New | 13F |
| Corient Private Wealth LP | 42,902 | $451,759 | -76% | 13F |
| Almitas Capital LLC | 42,885 | $451,579 | +0% | 13F |
| AQR CAPITAL MANAGEMENT LLC | 40,673 | $428,287 | -1% | 13F |
| COMMERCE BANK | 40,381 | $425,211 | +0% | 13F |
| IEQ CAPITAL, LLC | 40,295 | $424,306 | +0% | 13F |
| Lido Advisors, LLC | 38,124 | $414,642 | +2% | 13F |
| Farther Finance Advisors, LLC | 35,978 | $378,848 | +2% | 13F |
| DRW Securities, LLC | 35,202 | $370,677 | -20% | 13F |
| ROYAL BANK OF CANADA | 34,501 | $363,000 | -16% | 13F |
| MAI Capital Management | 33,774 | $355,641 | +0% | 13F |
| Cerberus Capital Management, L.P. | 30,000 | $315,900 | +0% | 13F |
| JANE STREET GROUP, LLC | 29,803 | $313,825 | New | 13F |
| INDEPENDENT FINANCIAL GROUP, LLC | 28,072 | $295,598 | +23% | 13F |
| MACKENZIE FINANCIAL CORP | 27,606 | $290,691 | +0% | 13F |
| United Advisor Group, LLC | 26,181 | $275,686 | -19% | 13F |
| TRANSCEND CAPITAL ADVISORS, LLC | 25,015 | $263,408 | +0% | 13F |
| NewEdge Wealth, LLC | 24,760 | $260,723 | +0% | 13F |
| Cascade Financial Partners, LLC | 24,620 | $259,249 | New | 13F |
| MQS Management LLC | 24,386 | $256,785 | +9% | 13F |
| GLENMEDE TRUST CO NA | 23,500 | $247,455 | -7% | 13F |
| SMH CAPITAL ADVISORS INC | 21,946 | $231,091 | -1% | 13F |
| Summit Financial, LLC | 21,130 | $229,894 | +0% | 13F |
| Savant Capital, LLC | 21,374 | $225,064 | +3% | 13F |
| Aptus Capital Advisors, LLC | 21,291 | $224,194 | +0% | 13F |
| Clarus Group, Inc. | 21,291 | $224,194 | +0% | 13F |
| Cornerstone Advisory, LLC | 20,978 | $220,902 | +14% | 13F |
| Cerity Partners LLC | 20,231 | $213,031 | New | 13F |
| JPMORGAN CHASE & CO | 19,500 | $211,770 | +0% | 13F |
| Black Maple Capital Management LP | 20,000 | $210,600 | New | 13F |
| FIFTH THIRD BANCORP | 19,324 | $203,482 | -81% | 13F |
| Quantbot Technologies LP | 19,084 | $200,955 | +4819% | 13F |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 18,125 | $198,288 | +0% | 13F |
| MERCER GLOBAL ADVISORS INC /ADV | 17,562 | $184,928 | +0% | 13F |
| CAPTRUST FINANCIAL ADVISORS | 17,457 | $183,822 | New | 13F |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 16,794 | $176,841 | +0% | 13F |
| Dorsey & Whitney Trust CO LLC | 15,507 | $163,289 | -4% | 13F |
| Global Retirement Partners, LLC | 15,205 | $160,106 | New | 13F |
| Vident Advisory, LLC | 15,047 | $158,445 | New | 13F |
Questions and answers
- How many institutions hold Carlyle Secured Lending, Inc.?
- 142 managers reported Carlyle Secured Lending, Inc. on Form 13F for the quarter ended 30 June 2026, against 155 the quarter before.
- Who is the largest institutional holder of Carlyle Secured Lending, Inc.?
- Creative Planning, with 3,086,927 shares worth $33 million on its 13F for Q2 2026.
- How many institutions bought or sold out of Carlyle Secured Lending, Inc. in Q2 2026?
- 18 managers reported a new position and 31 reported none after holding it the quarter before.
Source: SEC EDGAR, Form 13F (public domain). Counts and values as filed. Cite this page: Tamarly Intelligence, "Who holds Carlyle Secured Lending, Inc., Q2 2026", https://app.tamarly.ai/holders/carlyle-secured-lending, built from SEC EDGAR.
Research from public records, not investment advice. Tamarly holds no investment positions. By reading these pages you accept the Terms of Use; figures can be late or wrong, so check the linked source before relying on one. Terms and policies.