CGBD Institutional Ownership & Shareholders
CARLYLE SECURED LENDING INC (CGBD) is currently held by 141 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $278.05M based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Creative Planning is currently the largest disclosed institutional shareholder of CGBD tracked by InsiderSet, reporting ownership valued at approximately $31.79M in its September 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 $32.06M, representing an estimated gain of +0.84% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 56% of the total disclosed CGBD value among the investors covered in this analysis. Major shareholders include Creative Planning, Morgan Stanley, Van Eck Associates Corp, and several other long-term asset managers with concentrated positions in CARLYLE SECURED LENDING INC (CGBD).
This page ranks the largest institutional CGBD 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
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
110
Funds Exiting Positions
1
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Creative Planning | 0.02% | 2,974,022 | $31,792,293 | $32,059,957 | +$267,664 | +0.84% | |
| Morgan Stanley | 0.00% | 2,799,104 | $29,474,576 | $30,174,341 | +$699,765 | +2.37% | |
| Van Eck Associates Corp | 0.01% | 1,748,836 | $18,415,243 | $18,852,452 | +$437,209 | +2.37% | |
| Choreo, Llc | 0.15% | 1,397,178 | $14,935,914 | $15,061,579 | +$125,665 | +0.84% | |
| Ubs Group Ag | 0.00% | 1,395,189 | $14,691,340 | $15,040,137 | +$348,797 | +2.37% | |
| Invesco Ltd. | 0.00% | 1,184,888 | $12,476,865 | $12,773,093 | +$296,228 | +2.37% | |
| Lalia Capital, Llc | 4.75% | 927,333 | $9,764,816 | $9,996,650 | +$231,834 | +2.37% | |
| Russell Investments Group, Ltd. | 0.01% | 870,513 | $9,166,501 | $9,384,130 | +$217,629 | +2.37% | |
| Muzinich & Co., Inc. | 2.74% | 773,421 | $8,267,874 | $8,337,478 | +$69,604 | +0.84% | |
| North Ground Capital | 7.78% | 616,000 | $6,486,480 | $6,640,480 | +$154,000 | +2.37% | |
| Legal & General Group Plc | 0.00% | 577,568 | $6,090,454 | $6,226,183 | +$135,729 | +2.23% | |
| Mariner, Llc | 0.01% | 563,240 | $5,955,544 | $6,071,727 | +$116,183 | +1.95% | |
| Sumitomo Mitsui Trust Group, Inc. | 0.00% | 529,735 | $5,662,867 | $5,710,543 | +$47,676 | +0.84% | |
| Diameter Capital Partners Lp | 0.57% | 508,387 | $5,353,315 | $5,480,412 | +$127,097 | +2.37% | |
| Caz Investments Lp | 2.24% | 504,665 | $5,314,122 | $5,440,289 | +$126,167 | +2.37% | |
| Ares Management Llc | 0.22% | 472,187 | $4,972,129 | $5,090,176 | +$118,047 | +2.37% | |
| Arax Advisory Partners | 0.03% | 465,613 | $4,902,899 | $5,019,308 | +$116,409 | +2.37% | |
| Two Sigma Investments, Lp | 0.00% | 448,847 | $4,726,359 | $4,838,571 | +$112,212 | +2.37% | |
| Rockefeller Capital Management L.P. | 0.01% | 444,533 | $4,680,937 | $4,792,066 | +$111,129 | +2.37% | |
| Lsv Asset Management | 0.01% | 352,150 | $3,708,000 | $3,796,177 | +$88,177 | +2.38% | |
| Novare Capital Management Llc | 0.21% | 287,445 | $3,026,796 | $3,098,657 | +$71,861 | +2.37% | |
| Bank Of America Corp | 0.00% | 280,420 | $2,952,821 | $3,022,928 | +$70,107 | +2.37% | |
| Blackrock, Inc. | 0.00% | 276,868 | $2,915,420 | $2,984,637 | +$69,217 | +2.37% | |
| Toronto Dominion Bank | 0.00% | 263,276 | $2,772,296 | $2,838,115 | +$65,819 | +2.37% | |
| Wcg Wealth Advisors Llc | 0.06% | 229,477 | $2,416,394 | $2,473,762 | +$57,368 | +2.37% | |
| Callodine Capital Management, Lp | 0.16% | 225,000 | $2,369,250 | $2,425,500 | +$56,250 | +2.37% | |
| Wells Fargo & Company/Mn | 0.00% | 224,183 | $2,360,652 | $2,416,693 | +$56,041 | +2.37% | |
| Cliffwater Llc | 0.54% | 207,319 | $2,183,069 | $2,234,899 | +$51,830 | +2.37% | |
| Hennion & Walsh Asset Management, Inc. | 0.06% | 202,234 | $2,161,881 | $2,180,083 | +$18,202 | +0.84% | |
| Hager Investment Management Services, Llc | 0.88% | 182,377 | $1,920,433 | $1,966,024 | +$45,591 | +2.37% | |
| Significant Wealth Partners Llc | 1.88% | 164,757 | $1,734,891 | $1,776,080 | +$41,189 | +2.37% | |
| Lansforsakringar Fondforvaltning Ab (Publ) | 0.01% | 134,949 | $1,476,334 | $1,454,750 | -$21,584 | -1.46% | |
| Ethos Financial Group, Llc | 0.10% | 136,990 | $1,442,502 | $1,476,752 | +$34,250 | +2.37% | |
| Xtx Topco Ltd | 0.02% | 136,758 | $1,440,062 | $1,474,251 | +$34,189 | +2.37% | |
| Lpl Financial Llc | 0.00% | 132,350 | $1,393,647 | $1,426,733 | +$33,086 | +2.37% | |
| Ameriprise Financial Inc | 0.00% | 126,936 | $1,336,639 | $1,368,370 | +$31,731 | +2.37% | |
| Doliver Advisors, Lp | 0.28% | 119,781 | $1,280,459 | $1,291,239 | +$10,780 | +0.84% | |
| Y-Intercept (Hong Kong) Ltd | 0.03% | 117,747 | $1,258,715 | $1,269,313 | +$10,598 | +0.84% | |
| Zions Bancorporation, National Association | 0.07% | 108,547 | $1,143,000 | $1,170,137 | +$27,137 | +2.37% | |
| Cetera Investment Advisers | 0.00% | 103,761 | $1,092,606 | $1,118,544 | +$25,938 | +2.37% | |
| Steward Partners Investment Advisory, Llc | 0.01% | 101,236 | $1,066,015 | $1,091,324 | +$25,309 | +2.37% | |
| Universal- Beteiligungs- Und Servicegesellschaft Mbh | 0.00% | 100,250 | $1,055,633 | $1,080,695 | +$25,062 | +2.37% | |
| Raymond James Financial Inc | 0.00% | 95,496 | $1,005,568 | $1,029,447 | +$23,879 | +2.37% | |
| Canada Life Assurance Co | 0.00% | 90,404 | $951,000 | $974,555 | +$23,555 | +2.48% | |
| Advisors Asset Management, Inc. | 0.01% | 66,992 | $919,800 | $722,174 | -$197,626 | -21.49% | |
| Neuberger Berman Group Llc | 0.00% | 73,084 | $912,819 | $787,846 | -$124,973 | -13.69% | |
| Pathstone Holdings, Llc | 0.00% | 81,522 | $891,849 | $878,807 | -$13,042 | -1.46% | |
| Balyasny Asset Management L.P. | 0.00% | 82,388 | $867,546 | $888,143 | +$20,597 | +2.37% | |
| Janney Montgomery Scott Llc | 0.00% | 78,393 | $825,000 | $845,077 | +$20,077 | +2.43% | |
| Closed-End Fund Advisors, Inc. | 0.80% | 78,104 | $822,435 | $841,961 | +$19,526 | +2.37% |
Frequently asked questions about CGBD
Who are the largest institutional holders of CGBD?
The largest institutional holders of CGBD reported in the latest SEC Form 13F filings include Creative Planning, Morgan Stanley, Van Eck Associates Corp, Choreo, Llc, and Ubs Group Ag. InsiderSet ranks institutional holders by their latest reported CGBD position.
What is CGBD institutional ownership?
This page tracks CGBD positions reported by institutional investment managers through SEC Form 13F. CARLYLE SECURED LENDING INC (CGBD) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own CGBD?
InsiderSet currently tracks 141 institutional managers reporting CGBD 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 CGBD shareholders.
How much CGBD stock do institutions own?
Institutional investment managers disclosed approximately $278.05M in CGBD holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was CGBD institutional ownership last updated?
The latest CGBD 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 CGBD 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 CGBD position after the reporting date.
Are institutions buying or selling CGBD?
Institutional buying and selling can be analyzed by comparing CGBD positions across consecutive 13F reporting periods. InsiderSet's CGBD Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View CGBD ownership changes.
How has CGBD institutional ownership changed over time?
InsiderSet tracks CGBD institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.