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.
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Each block is one manager, sized by shares held and colored by how much they moved the position last quarter. Green added, red cut, grey stood pat.
Largest holders
| Manager | Shares | % of reported |
|---|---|---|
| Creative Planning | 3.1M | 11.6% |
| MORGAN STANLEY | 2.8M | 10.6% |
| VAN ECK ASSOCIATES CORP | 1.7M | 6.6% |
| UBS Group AG | 1.4M | 5.3% |
| CHOREO, LLC | 1.4M | 5.1% |
| 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 | 2.3% |
| Legal & General Group Plc | 577.6K | 2.2% |
| Mariner, LLC | 563.2K | 2.1% |
| CAZ INVESTMENTS LP | 524.7K | 2.0% |
| 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 | 1.0% |
| TORONTO DOMINION BANK | 263.3K | 1.0% |
| WCG Wealth Advisors LLC | 229.5K | 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 |
| CAZ INVESTMENTS LP | Increased | 20.0K | 524.7K | +504.7K |
| 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 |
| Corient Private Wealth LP | Reduced | 175.3K | 42.9K | -132.4K |
| 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 |
| Janney Montgomery Scott LLC | Increased | 17.3K | 78.4K | +61.1K |
| Steward Partners Investment Advisory, LLC | Increased | 48.0K | 101.2K | +53.2K |
| HighTower Advisors, LLC | Reduced | 196.7K | 149.9K | -46.8K |
| Palliser Capital (UK) Ltd | New | 0 | 45.7K | +45.7K |
| Alpine Global Management, LLC | Reduced | 115.7K | 71.5K | -44.2K |
| Avior Wealth Management, LLC | Sold Out | 43.0K | 0 | -43.0K |
| WCG Wealth Advisors LLC | Increased | 186.7K | 229.5K | +42.8K |
| GFS Advisors, LLC | Sold Out | 40.6K | 0 | -40.6K |
| Brevan Howard Capital Management LP | Sold Out | 38.2K | 0 | -38.2K |
| ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ | Reduced | 146.7K | 108.5K | -38.2K |
| NOVARE CAPITAL MANAGEMENT LLC | Increased | 251.4K | 287.4K | +36.1K |
| TrueMark Investments, LLC | Sold Out | 32.9K | 0 | -32.9K |
| JANE STREET GROUP, LLC | New | 0 | 29.8K | +29.8K |
| BANK OF AMERICA CORP /DE/ | Increased | 250.9K | 280.4K | +29.5K |
| CHOREO, LLC | Reduced | 1.4M | 1.4M | -27.0K |
| Legal & General Group Plc | Increased | 551.6K | 577.6K | +26.0K |
| Hennion & Walsh Asset Management, Inc. | Increased | 145.0K | 170.7K | +25.8K |
| Schonfeld Strategic Advisors LLC | Sold Out | 25.1K | 0 | -25.1K |
| WELLS FARGO & COMPANY/MN | Increased | 199.2K | 224.2K | +25.0K |
| Cascade Financial Partners, LLC | New | 0 | 24.6K | +24.6K |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Sold Out | 23.2K | 0 | -23.2K |
| Fisher Asset Management, LLC | Sold Out | 22.9K | 0 | -22.9K |
| Aquatic Capital Management LLC | Sold Out | 21.3K | 0 | -21.3K |
| LPL Financial LLC | Reduced | 153.4K | 132.4K | -21.1K |
| Closed-End Fund Advisors, Inc. | Reduced | 98.8K | 78.1K | -20.7K |
| Trexquant Investment LP | Sold Out | 20.3K | 0 | -20.3K |
| Cerity Partners LLC | New | 0 | 20.2K | +20.2K |
| Naviter Wealth, LLC | Reduced | 69.5K | 49.3K | -20.2K |
| Black Maple Capital Management LP | New | 0 | 20.0K | +20.0K |
| nVerses Capital, LLC | Sold Out | 19.7K | 0 | -19.7K |
| Entropy Technologies, LP | Sold Out | 18.9K | 0 | -18.9K |
| AMERIPRISE FINANCIAL INC | Reduced | 145.7K | 126.9K | -18.8K |
| Quantbot Technologies LP | Increased | 388 | 19.1K | +18.7K |
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.