Who Owns Carlyle Secured Lending, Inc. (CGBD)?Hedge Fund & Institutional Holders

$10.75-0.11 (-1.01%)Financial ServicesNASDAQ

Institutional Holders

50

as of Q4 2025

Total Institutional Value

$4.3000310002374015e+198T

% of Float Held

4.933944448431419e+292%

QoQ Change in Holders

+15 / -4

Price History

$10.86$12.79$14.71$16.63$18.56Sep 24Jun 25Mar 26

CGBD — Biggest New Institutional Buyers This Quarter

FundActionShares AddedValue Added
North Ground CapitalNew Position+912K+$11.4M
Muzinich & Co., Inc.New Position+736K+$9.2M
Sumitomo Mitsui Trust Group, Inc.New Position+520K+$6.5M
TORONTO DOMINION BANKNew Position+500K+$6.0M
Closed-End Fund Advisors, Inc.New Position+255K+$3.2M
NOVARE CAPITAL MANAGEMENT LLCNew Position+241K+$3.0M
BI Asset Management Fondsmaeglerselskab A/SNew Position+294K+$3.0M
Leonteq Securities AGNew Position+153K+$2.2M
Hennion & Walsh Asset Management, Inc.New Position+176K+$2.2M
JANE STREET GROUP, LLCNew Position+256K+$2.0M
Russell Investments Group, Ltd.New Position+203K+$2.0M
WCG Wealth Advisors LLCNew Position+147K+$1.8M
Ethos Financial Group, LLCNew Position+140K+$1.8M
TrueMark Investments, LLCNew Position+112K+$1.4M
Universal- Beteiligungs- und Servicegesellschaft mbHNew Position+100K+$1.3M

CGBD — Institutions Reducing or Closing Positions

FundActionShares SoldValue Sold
Creative PlanningDecreased-1.2M-$57.9B
CHOREO, LLCDecreased-74K-$18.8B
Invesco Ltd.Decreased-14K-$11.3B
BANK OF AMERICA CORP /DE/Decreased-329K-$8.4B
TWO SIGMA ADVISERS, LPDecreased-184K-$6.1B
Corient Private Wealth LLCDecreased-118K-$3.7B
WELLS FARGO & COMPANY/MNDecreased-2K-$3.4B
HAGER INVESTMENT MANAGEMENT SERVICES, LLCDecreased-12K-$3.0B
Advisors Asset Management, Inc.Decreased-32K-$3.0B
Qube Research & Technologies LtdClosed Position-207K-$2.6B
CONDOR CAPITAL MANAGEMENTClosed Position-183K-$2.3B
RAYMOND JAMES FINANCIAL INCDecreased-44K-$2.2B
ROYAL BANK OF CANADADecreased-118K-$2.1B
Kovitz Investment Group Partners, LLCClosed Position-152K-$1.9B
Summit Trail Advisors, LLCClosed Position-146K-$1.9B

Top Institutional Holders(Q4 2025)

#FundSharesValue% of PortfolioType
1Creative Planning3,466,030$43.0M0.03%Share
2MORGAN STANLEY2,548,830$31.0M0.00%Share
3RIVERNORTH CAPITAL MANAGEMENT, LLC1,900,728$23.7M1.12%Share
4CHOREO, LLC1,385,100$17.6M0.22%Share
5VAN ECK ASSOCIATES CORP1,359,108$16.0M0.01%Share
6North Ground Capital912,220$11.4M5.66%Share
7Invesco Ltd.882,042$11.0M0.00%Share
8UBS Group AG855,058$10.7M0.00%Share
9Muzinich & Co., Inc.736,442$9.2M2.89%Share
10TWO SIGMA INVESTMENTS, LP737,400$9.0M0.01%Share
11Sumitomo Mitsui Trust Group, Inc.519,735$6.5M0.00%Share
12BlackRock, Inc.493,555$6.0M0.00%Share
13Mariner, LLC543,895$6.0M0.01%Share
14TORONTO DOMINION BANK500,000$6.0M0.01%Share
15Legal & General Group Plc518,842$6.0M0.00%Share
16Alpine Global Management, LLC457,342$5.7M0.97%Share
17Rockefeller Capital Management L.P.428,516$5.0M0.01%Share
18LSV ASSET MANAGEMENT366,750$4.6M0.01%Share
19SUSQUEHANNA INTERNATIONAL GROUP, LLP362,200$4.0M0.00%Call
20VAN ECK ASSOCIATES CORP333,160$4.0M0.00%Share
21Centiva Capital, LP300,000$3.7M0.03%Call
22NOVARE CAPITAL MANAGEMENT LLC241,050$3.0M0.22%Share
23BANK OF AMERICA CORP /DE/251,528$3.0M0.00%Share
24TWO SIGMA ADVISERS, LP300,500$3.0M0.01%Share
25BI Asset Management Fondsmaeglerselskab A/S293,858$3.0M0.03%Share
26HAGER INVESTMENT MANAGEMENT SERVICES, LLC224,204$2.8M1.53%Share
27Cliffwater LLC207,319$2.6M0.54%Share
28Closed-End Fund Advisors, Inc.176,354$2.2M1.30%Share
29Hennion & Walsh Asset Management, Inc.176,354$2.2M0.08%Share
30Corient Private Wealth LLC174,650$2.2M0.00%Share
31TUDOR INVESTMENT CORP ET AL200,000$2.0M0.00%Call
32JANE STREET GROUP, LLC192,170$2.0M0.00%Share
33Advisors Asset Management, Inc.203,725$2.0M0.03%Share
34Russell Investments Group, Ltd.202,640$2.0M0.00%Share
35WELLS FARGO & COMPANY/MN229,972$2.0M0.00%Share
36WCG Wealth Advisors LLC147,141$1.8M0.05%Share
37Ethos Financial Group, LLC140,177$1.8M0.13%Share
38DOLIVER ADVISORS, LP122,581$1.5M0.38%Share
39TrueMark Investments, LLC111,844$1.4M0.27%Share
40Bright Futures Wealth Management, LLC.111,522$1.4M1.03%Share
41NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO5,810$1.3M0.00%Share
42Universal- Beteiligungs- und Servicegesellschaft mbH100,250$1.3M0.00%Share
43Samalin Investment Counsel, LLC97,454$1.2M0.43%Share
44COMERICA BANK94,026$1.2M0.00%Share
45CANADA LIFE ASSURANCE Co91,576$1.0M0.00%Share
46Lansforsakringar Fondforvaltning AB (publ)105,100$1.0M0.00%Share
47Focus Partners Wealth151,749$1.0M0.00%Share
48LPL Financial LLC109,901$1.0M0.00%Share
49JPMORGAN CHASE & CO102,112$1.0M0.00%Share
50XTX Topco Ltd93,764$1.0M0.03%Share

CGBD Institutional Ownership History

QuarterHoldersTotal ValueChange
Q4 2025150$303.1M+46
Q3 2025104$252.2B-25
Q2 2025129$235.6B+11
Q1 2025118$254.5B+14
Q4 2024104$9.1T+10
Q3 202494$100.8T+8
Q2 202486$101.5T+2
Q1 202484$91.2T—

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As of Q4 2025, 50 institutional investors hold CGBD (Carlyle Secured Lending, Inc.). The largest holder is Creative Planning with $43.0M in shares. This quarter, 15 institutions opened new positions and 4 closed their positions.

Frequently Asked Questions

How many hedge funds own CGBD?

As of Q4 2025, 50 institutional investors report holding CGBD (Carlyle Secured Lending, Inc.) in their 13F filings.

Who is the largest institutional holder of CGBD?

The largest institutional holder of CGBD is Creative Planning with $43.0M in shares.

Is institutional ownership of CGBD increasing or decreasing?

This quarter, 15 institutions opened new positions in CGBD and 4 closed their positions.