CARLYLE SECURED LENDING INC (CGBD) Institutional Ownership and Insiders Activity
CARLYLE SECURED LENDING INC (CGBD) is widely held by institutional investors, with 141 firms reporting positions valued at approximately $278.05M based on SEC Form 13F filings for the quarter ended June 30, 2026.
Creative Planning is the largest disclosed holder, reporting approximately $31.79M in CGBD holdings in its latest filing.
Institutional Holders
141
Total Reported Value
$278.05M
Largest Holder
Creative Planning
Largest Position
$31.79M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
143
Funds Exiting Positions
1
Top Institutional Owners
View allInvestorReported Balance
- Creative Planning$31.79M
- Morgan Stanley$29.47M
- Van Eck Associates Corp$18.42M
- Choreo, Llc$14.94M
- Ubs Group Ag$14.69M
Related CGBD Institutional Insights:
- CGBD 13F Institutional Holders
- CGBD Superinvestors
- CGBD Institutional Ownership Changes
- Financial Services Sector Institutional Ownership
- Financial Services Sector Portfolio Overlap
- Institutional Portfolio Overlap & Shared Holdings
- Most Bought Financial Services Stocks By Institutional Investors
- Most Sold Financial Services Stocks By Institutional Investors
- CGBD Insider Trading & SEC Form 4 Activity
- CGBD Articles
- Top Institutional Investor Stock Rankings