CGBD Carlyle Secured Lending, Inc.
Carlyle Secured Lending, Inc. (CGBD) Institutional Ownership
What the institutions did with CGBD last quarter, from their 13F filings. Counting managers rather than shares is the point: a single index fund adding to a position tells you far less than four hundred separate managers all deciding to. Positions as reported for the quarter ended June 30, 2026.
Every manager below opens. Subscribers can see any firm's whole portfolio — every position, its weight, and what they bought, trimmed and exited last quarter.
Sign in or subscribeLargest holders
| Manager | Shares | % of reported |
|---|---|---|
| Creative Planning | 3.1M | 11.8% |
| MORGAN STANLEY | 2.8M | 10.7% |
| VAN ECK ASSOCIATES CORP | 1.7M | 6.7% |
| UBS Group AG | 1.4M | 5.3% |
| CHOREO, LLC | 1.4M | 5.2% |
| Invesco Ltd. | 1.2M | 4.5% |
| Lalia Capital, LLC | 927.3K | 3.5% |
| Russell Investments Group, Ltd. | 870.5K | 3.3% |
| Muzinich & Co., Inc. | 741.3K | 2.8% |
| North Ground Capital | 616.0K | 2.4% |
| Legal & General Group Plc | 577.6K | 2.2% |
| Mariner, LLC | 563.2K | 2.2% |
| Sumitomo Mitsui Trust Group, Inc. | 519.7K | 2.0% |
| Diameter Capital Partners LP | 508.4K | 1.9% |
| ARES MANAGEMENT LLC | 472.2K | 1.8% |
| Arax Advisory Partners | 465.6K | 1.8% |
| TWO SIGMA INVESTMENTS, LP | 448.8K | 1.7% |
| Rockefeller Capital Management L.P. | 444.5K | 1.7% |
| LSV ASSET MANAGEMENT | 352.2K | 1.3% |
| NOVARE CAPITAL MANAGEMENT LLC | 287.4K | 1.1% |
| BANK OF AMERICA CORP /DE/ | 280.4K | 1.1% |
| BlackRock, Inc. | 276.9K | 1.1% |
| TORONTO DOMINION BANK | 263.3K | 1.0% |
| WCG Wealth Advisors LLC | 229.5K | 0.9% |
| Callodine Capital Management, LP | 225.0K | 0.9% |
Largest changes
| Manager | Action | Previous | Current | Change |
|---|---|---|---|---|
| RIVERNORTH CAPITAL MANAGEMENT, LLC | Sold Out | 1.3M | 0 | -1.3M |
| Lalia Capital, LLC | New | 0 | 927.3K | +927.3K |
| Diameter Capital Partners LP | New | 0 | 508.4K | +508.4K |
| VAN ECK ASSOCIATES CORP | Increased | 1.3M | 1.7M | +436.4K |
| Focus Partners Wealth | Sold Out | 304.9K | 0 | -304.9K |
| Russell Investments Group, Ltd. | Increased | 587.2K | 870.5K | +283.3K |
| Arax Advisory Partners | Increased | 190.3K | 465.6K | +275.3K |
| ARES MANAGEMENT LLC | Increased | 240.0K | 472.2K | +232.2K |
| BI Asset Management Fondsmaeglerselskab A/S | Reduced | 282.6K | 52.5K | -230.1K |
| North Ground Capital | Increased | 387.5K | 616.0K | +228.5K |
| Callodine Capital Management, LP | New | 0 | 225.0K | +225.0K |
| PARK AVENUE SECURITIES LLC | New | 0 | 188.4K | +188.4K |
| TORONTO DOMINION BANK | Reduced | 450.0K | 263.3K | -186.7K |
| TWO SIGMA INVESTMENTS, LP | Reduced | 630.9K | 448.8K | -182.1K |
| MILLENNIUM MANAGEMENT LLC | Sold Out | 179.5K | 0 | -179.5K |
| MORGAN STANLEY | Increased | 2.6M | 2.8M | +164.3K |
| UBS Group AG | Increased | 1.2M | 1.4M | +158.6K |
| Y-Intercept (Hong Kong) Ltd | Sold Out | 151.5K | 0 | -151.5K |
| Creative Planning | Reduced | 3.2M | 3.1M | -145.1K |
| Lansforsakringar Fondforvaltning AB (publ) | Sold Out | 134.9K | 0 | -134.9K |
| Invesco Ltd. | Reduced | 1.3M | 1.2M | -125.9K |
| XTX Topco Ltd | Increased | 37.1K | 136.8K | +99.6K |
| FIFTH THIRD BANCORP | Reduced | 99.6K | 19.3K | -80.2K |
| CITADEL ADVISORS LLC | New | 0 | 77.3K | +77.3K |
| PENSION & WEALTH MANAGEMENT ADVISORS, INC. | Reduced | 75.4K | 9.7K | -65.7K |
13F filings are due 45 days after quarter end and cover long positions in U.S.-listed equities only, so this is a lagged and partial picture: shorts, bonds and foreign listings never appear. Options positions are excluded here rather than folded into the share counts. Political ownership is coming.