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.

InstitutionTypeChange in sharesChange Position %SharesReported stock balancePortfolio quarterFiling date
Neuberger Berman Group LlcSell-8,399-10.3%73,084$912.82KQ4 2025Oct 27, 2026
Advisors Asset Management, Inc.Sell-236,167-100.0%0$0.00Q4 2025Aug 26, 2026
Shp Wealth ManagementBuy+1,158—1,158$14.47KQ4 2025Mar 04, 2026
Chelsea Counsel CoBuy+340—340$4.38KQ4 2025Feb 24, 2026
Virtu Financial LlcBuy+22,791—22,791$285.00KQ4 2025Feb 23, 2026
Sunbelt Securities, Inc.Buy+34,182—34,182$426.93KQ4 2025Feb 20, 2026
Corient Private Wealth LlcBuy+174,650—174,650$2.18MQ4 2025Feb 19, 2026
Raymond James Financial IncBuy+130,886—130,886$1.63MQ4 2025Feb 18, 2026
Mackenzie Financial CorpBuy+27,466—27,466$348.41KQ4 2025Feb 18, 2026
Mercer Global Advisors IncBuy+17,562—17,562$219.35KQ4 2025Feb 18, 2026
Newedge Advisors, LlcBuy+161—161$2.01KQ4 2025Feb 18, 2026
Creative PlanningBuy+3,466,030—3,466,030$43.29MQ4 2025Feb 17, 2026
Rivernorth Capital Management, LlcBuy+1,900,728—1,900,728$23.74MQ4 2025Feb 17, 2026
Two Sigma Investments, LpBuy+737,400—737,400$9.21MQ4 2025Feb 17, 2026
Toronto Dominion BankBuy+500,000—500,000$6.25MQ4 2025Feb 17, 2026
Alpine Global Management, LlcBuy+457,342—457,342$5.71MQ4 2025Feb 17, 2026
Rockefeller Capital Management L.P.Buy+428,516—428,516$5.35MQ4 2025Feb 17, 2026
Bank Of America CorpBuy+344,421—344,421$4.30MQ4 2025Feb 17, 2026
Two Sigma Advisers, LpBuy+300,500—300,500$3.75MQ4 2025Feb 17, 2026
Russell Investments Group, Ltd.Buy+202,640—202,640$2.53MQ4 2025Feb 17, 2026
Ameriprise Financial IncBuy+138,133—138,133$1.73MQ4 2025Feb 17, 2026
Xtx Topco LtdBuy+93,764—93,764$1.17MQ4 2025Feb 17, 2026
Brevan Howard Capital Management LpBuy+85,771—85,771$1.07MQ4 2025Feb 17, 2026
Cetera Investment AdvisersBuy+75,920—75,920$948.25KQ4 2025Feb 17, 2026
Susquehanna International Group, LlpBuy+71,754—71,754$896.21KQ4 2025Feb 17, 2026
Citadel Advisors LlcBuy+69,959—69,959$873.79KQ4 2025Feb 17, 2026
Virtus Investment Advisers, LlcBuy+63,686—63,686$795.44KQ4 2025Feb 17, 2026
Osaic Holdings, Inc.Buy+57,071—57,071$713.01KQ4 2025Feb 17, 2026
Royal Bank Of CanadaBuy+49,168—49,168$614.00KQ4 2025Feb 17, 2026
Almitas Capital LlcBuy+42,885—42,885$535.63KQ4 2025Feb 17, 2026
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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.