CARLYLE SECURED LENDING INC (CGBD) Institutional Ownership Changes & 13F Activity
CARLYLE SECURED LENDING INC (CGBD). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q4 2025). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Creative Planning, Rivernorth Capital Management, Llc, Two Sigma Investments, Lp, Toronto Dominion Bank, and Alpine Global Management, Llc.
| Institution | Type | Change in shares | Change Position % | Shares | Reported stock balance | Portfolio quarter | Filing date |
|---|---|---|---|---|---|---|---|
| Neuberger Berman Group Llc | Sell | -8,399 | -10.3% | 73,084 | $912.82K | Q4 2025 | Oct 27, 2026 |
| Advisors Asset Management, Inc. | Sell | -236,167 | -100.0% | 0 | $0.00 | Q4 2025 | Aug 26, 2026 |
| Shp Wealth Management | Buy | +1,158 | — | 1,158 | $14.47K | Q4 2025 | Mar 04, 2026 |
| Chelsea Counsel Co | Buy | +340 | — | 340 | $4.38K | Q4 2025 | Feb 24, 2026 |
| Virtu Financial Llc | Buy | +22,791 | — | 22,791 | $285.00K | Q4 2025 | Feb 23, 2026 |
| Sunbelt Securities, Inc. | Buy | +34,182 | — | 34,182 | $426.93K | Q4 2025 | Feb 20, 2026 |
| Corient Private Wealth Llc | Buy | +174,650 | — | 174,650 | $2.18M | Q4 2025 | Feb 19, 2026 |
| Raymond James Financial Inc | Buy | +130,886 | — | 130,886 | $1.63M | Q4 2025 | Feb 18, 2026 |
| Mackenzie Financial Corp | Buy | +27,466 | — | 27,466 | $348.41K | Q4 2025 | Feb 18, 2026 |
| Mercer Global Advisors Inc | Buy | +17,562 | — | 17,562 | $219.35K | Q4 2025 | Feb 18, 2026 |
| Newedge Advisors, Llc | Buy | +161 | — | 161 | $2.01K | Q4 2025 | Feb 18, 2026 |
| Creative Planning | Buy | +3,466,030 | — | 3,466,030 | $43.29M | Q4 2025 | Feb 17, 2026 |
| Rivernorth Capital Management, Llc | Buy | +1,900,728 | — | 1,900,728 | $23.74M | Q4 2025 | Feb 17, 2026 |
| Two Sigma Investments, Lp | Buy | +737,400 | — | 737,400 | $9.21M | Q4 2025 | Feb 17, 2026 |
| Toronto Dominion Bank | Buy | +500,000 | — | 500,000 | $6.25M | Q4 2025 | Feb 17, 2026 |
| Alpine Global Management, Llc | Buy | +457,342 | — | 457,342 | $5.71M | Q4 2025 | Feb 17, 2026 |
| Rockefeller Capital Management L.P. | Buy | +428,516 | — | 428,516 | $5.35M | Q4 2025 | Feb 17, 2026 |
| Bank Of America Corp | Buy | +344,421 | — | 344,421 | $4.30M | Q4 2025 | Feb 17, 2026 |
| Two Sigma Advisers, Lp | Buy | +300,500 | — | 300,500 | $3.75M | Q4 2025 | Feb 17, 2026 |
| Russell Investments Group, Ltd. | Buy | +202,640 | — | 202,640 | $2.53M | Q4 2025 | Feb 17, 2026 |
| Ameriprise Financial Inc | Buy | +138,133 | — | 138,133 | $1.73M | Q4 2025 | Feb 17, 2026 |
| Xtx Topco Ltd | Buy | +93,764 | — | 93,764 | $1.17M | Q4 2025 | Feb 17, 2026 |
| Brevan Howard Capital Management Lp | Buy | +85,771 | — | 85,771 | $1.07M | Q4 2025 | Feb 17, 2026 |
| Cetera Investment Advisers | Buy | +75,920 | — | 75,920 | $948.25K | Q4 2025 | Feb 17, 2026 |
| Susquehanna International Group, Llp | Buy | +71,754 | — | 71,754 | $896.21K | Q4 2025 | Feb 17, 2026 |
| Citadel Advisors Llc | Buy | +69,959 | — | 69,959 | $873.79K | Q4 2025 | Feb 17, 2026 |
| Virtus Investment Advisers, Llc | Buy | +63,686 | — | 63,686 | $795.44K | Q4 2025 | Feb 17, 2026 |
| Osaic Holdings, Inc. | Buy | +57,071 | — | 57,071 | $713.01K | Q4 2025 | Feb 17, 2026 |
| Royal Bank Of Canada | Buy | +49,168 | — | 49,168 | $614.00K | Q4 2025 | Feb 17, 2026 |
| Almitas Capital Llc | Buy | +42,885 | — | 42,885 | $535.63K | Q4 2025 | Feb 17, 2026 |
Frequently asked questions about CGBD activity
Which institutional owners are buying CGBD?
Institutional owners buying CGBD include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.
What does "buy" mean in CGBD activity?
"Buy" means an investor increased their reported position in CGBD compared to the prior reporting period. This reflects growing exposure to CARLYLE SECURED LENDING INC (CGBD) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).
Is institutional interest in CGBD increasing?
Institutional interest in CGBD can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.
Related CGBD Institutional Insights
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- CGBD Insider Trading & SEC Form 4 Activity
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