CCIF Institutional Ownership & Shareholders
CARLYLE CREDIT INCOME FUND (CCIF) is currently held by 30 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $5.92M based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Morgan Stanley is currently the largest disclosed institutional shareholder of CCIF tracked by InsiderSet, reporting ownership valued at approximately $1.56M in its June 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $1.05M, representing an estimated loss of -32.62% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 90% of the total disclosed CCIF value among the investors covered in this analysis. Major shareholders include Morgan Stanley, J.W. Cole Advisors, Inc., Thomas J. Herzfeld Advisors, Inc., and several other long-term asset managers with concentrated positions in CARLYLE CREDIT INCOME FUND (CCIF).
This page ranks the largest institutional CCIF shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
30
Total Reported Value
$5.92M
Largest Holder
Morgan Stanley
Largest Position
$1.56M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
44
Funds Exiting Positions
1
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Morgan Stanley | 0.00% | 560,658 | $1,564,237 | $1,054,037 | -$510,200 | -32.62% | |
| J.W. Cole Advisors, Inc. | 0.02% | 313,770 | $875,418 | $589,888 | -$285,530 | -32.62% | |
| Thomas J. Herzfeld Advisors, Inc. | 0.23% | 263,404 | $734,897 | $495,200 | -$239,697 | -32.62% | |
| Hancock Whitney Corp | 0.01% | 217,347 | $606,398 | $408,612 | -$197,786 | -32.62% | |
| Eagle Point Credit Management Llc | 0.78% | 186,212 | $519,531 | $350,079 | -$169,452 | -32.62% | |
| Almitas Capital Llc | 0.11% | 157,685 | $439,941 | $296,448 | -$143,493 | -32.62% | |
| Belpointe Asset Management Llc | 0.01% | 61,053 | $170,338 | $114,780 | -$55,558 | -32.62% | |
| Cetera Investment Advisers | 0.00% | 54,188 | $151,183 | $101,873 | -$49,310 | -32.62% | |
| Melfa Wealth Management, Inc. | 0.08% | 52,974 | $147,796 | $99,591 | -$48,205 | -32.62% | |
| Cura Wealth Advisors, Llc | 0.04% | 35,721 | $99,662 | $67,155 | -$32,507 | -32.62% | |
| Xtx Topco Ltd | 0.00% | 30,435 | $84,914 | $57,218 | -$27,696 | -32.62% | |
| Citadel Advisors Llc | 0.00% | 30,153 | $84,127 | $56,688 | -$27,439 | -32.62% | |
| Blackrock, Inc. | 0.00% | 26,205 | $73,112 | $49,265 | -$23,847 | -32.62% | |
| Harbour Investments, Inc. | 0.00% | 24,892 | $69,448 | $46,797 | -$22,651 | -32.62% | |
| Jane Street Group, Llc | 0.00% | 17,301 | $48,270 | $32,526 | -$15,744 | -32.62% | |
| Pasadena Private Wealth, Llc | 0.01% | 17,000 | $47,430 | $31,960 | -$15,470 | -32.62% | |
| Osaic Holdings, Inc. | 0.00% | 15,280 | $42,631 | $28,726 | -$13,905 | -32.62% | |
| Lpl Financial Llc | 0.00% | 14,761 | $41,184 | $27,751 | -$13,433 | -32.62% | |
| Freestate Advisors Llc | 0.03% | 14,885 | $36,170 | $27,984 | -$8,186 | -22.63% | |
| Two Sigma Securities, Llc | 0.00% | 10,392 | $28,994 | $19,537 | -$9,457 | -32.62% | |
| Tactive Advisors, Llc | 0.01% | 11,346 | $27,570 | $21,330 | -$6,240 | -22.63% | |
| Cwm, Llc | 0.00% | 5,676 | $18,220 | $10,671 | -$7,549 | -41.43% | |
| Chung Wu Investment Group, Llc | 0.00% | 2,000 | $5,580 | $3,760 | -$1,820 | -32.62% | |
| Blue Bell Private Wealth Management, Llc | 0.00% | 1,400 | $3,402 | $2,632 | -$770 | -22.63% | |
| Cambridge Investment Research Advisors, Inc. | 0.01% | 1,229,159 | $2,987 | $2,310,819 | +$2,307,832 | +77262.53% | |
| Ubs Group Ag | 0.00% | 291 | $812 | $547 | -$265 | -32.63% | |
| Tower Research Capital Llc (Trc) | 0.00% | 30 | $84 | $56 | -$28 | -32.86% | |
| Wedbush Securities Inc | 0.00% | 11,500 | $28 | $21,620 | +$21,592 | +77114.29% | |
| Wells Fargo & Company/Mn | 0.00% | 1 | $4 | $2 | -$2 | -53.00% | |
| Rockefeller Capital Management L.P. | 0.00% | 1 | $3 | $2 | -$1 | -37.33% |
Frequently asked questions about CCIF
Who are the largest institutional holders of CCIF?
The largest institutional holders of CCIF reported in the latest SEC Form 13F filings include Morgan Stanley, J.W. Cole Advisors, Inc., Thomas J. Herzfeld Advisors, Inc., Hancock Whitney Corp, and Eagle Point Credit Management Llc. InsiderSet ranks institutional holders by their latest reported CCIF position.
What is CCIF institutional ownership?
This page tracks CCIF positions reported by institutional investment managers through SEC Form 13F. CARLYLE CREDIT INCOME FUND (CCIF) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own CCIF?
InsiderSet currently tracks 30 institutional managers reporting CCIF holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of CCIF shareholders.
How much CCIF stock do institutions own?
Institutional investment managers disclosed approximately $5.92M in CCIF holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was CCIF institutional ownership last updated?
The latest CCIF institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional CCIF holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its CCIF position after the reporting date.
Are institutions buying or selling CCIF?
Institutional buying and selling can be analyzed by comparing CCIF positions across consecutive 13F reporting periods. InsiderSet's CCIF Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View CCIF ownership changes.
How has CCIF institutional ownership changed over time?
InsiderSet tracks CCIF institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.