CARLYLE SECURED LENDING INC (CGBD) Institutional Shareholders
CARLYLE SECURED LENDING INC (CGBD) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026. The institutional investors covered on this page collectively reported approximately $237.49M in CGBD holdings during the latest filing period.
Morgan Stanley is currently the largest disclosed institutional shareholder of CGBD tracked by InsiderSet, reporting ownership valued at approximately $29.47M 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 $31.77M, representing an estimated gain of +7.79% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 54% of the total disclosed CGBD value among the investors covered in this analysis. Major shareholders include Morgan Stanley, Van Eck Associates Corp, Ubs Group Ag, 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
$237.49M
Largest Holder
Morgan Stanley
Largest Position
$29.47M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
126
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% | 2,799,104 | $29,474,576 | $31,769,830 | +$2,295,254 | +7.79% | |
| Van Eck Associates Corp | 0.01% | 1,748,836 | $18,415,243 | $19,849,289 | +$1,434,046 | +7.79% | |
| Ubs Group Ag | 0.00% | 1,395,189 | $14,691,340 | $15,835,395 | +$1,144,055 | +7.79% | |
| Choreo, Llc | 0.16% | 1,361,251 | $14,334,039 | $15,450,199 | +$1,116,160 | +7.79% | |
| Invesco Ltd. | 0.00% | 1,184,888 | $12,476,865 | $13,448,479 | +$971,614 | +7.79% | |
| Lalia Capital, Llc | 4.75% | 927,333 | $9,764,816 | $10,525,230 | +$760,414 | +7.79% | |
| Russell Investments Group, Ltd. | 0.01% | 870,513 | $9,166,501 | $9,880,323 | +$713,822 | +7.79% | |
| Muzinich & Co., Inc. | 2.67% | 741,278 | $7,805,661 | $8,413,505 | +$607,844 | +7.79% | |
| North Ground Capital | 7.78% | 616,000 | $6,486,480 | $6,991,600 | +$505,120 | +7.79% | |
| Legal & General Group Plc | 0.00% | 577,568 | $6,090,454 | $6,555,397 | +$464,943 | +7.63% | |
| Mariner, Llc | 0.01% | 563,240 | $5,955,544 | $6,392,774 | +$437,230 | +7.34% | |
| Sumitomo Mitsui Trust Group, Inc. | 0.00% | 519,735 | $5,472,810 | $5,898,992 | +$426,182 | +7.79% | |
| Diameter Capital Partners Lp | 0.57% | 508,387 | $5,353,315 | $5,770,192 | +$416,877 | +7.79% | |
| Ares Management Llc | 0.22% | 472,187 | $4,972,129 | $5,359,322 | +$387,193 | +7.79% | |
| Arax Advisory Partners | 0.03% | 465,613 | $4,902,899 | $5,284,708 | +$381,809 | +7.79% | |
| Two Sigma Investments, Lp | 0.00% | 448,847 | $4,726,359 | $5,094,413 | +$368,054 | +7.79% | |
| Rockefeller Capital Management L.P. | 0.01% | 444,533 | $4,680,937 | $5,045,450 | +$364,513 | +7.79% | |
| Novare Capital Management Llc | 0.21% | 287,445 | $3,026,796 | $3,262,501 | +$235,705 | +7.79% | |
| Bank Of America Corp | 0.00% | 280,420 | $2,952,821 | $3,182,767 | +$229,946 | +7.79% | |
| Blackrock, Inc. | 0.00% | 276,868 | $2,915,420 | $3,142,452 | +$227,032 | +7.79% | |
| Toronto Dominion Bank | 0.00% | 263,276 | $2,772,296 | $2,988,183 | +$215,887 | +7.79% | |
| Wcg Wealth Advisors Llc | 0.06% | 229,477 | $2,416,394 | $2,604,564 | +$188,170 | +7.79% | |
| Callodine Capital Management, Lp | 0.16% | 225,000 | $2,369,250 | $2,553,750 | +$184,500 | +7.79% | |
| Wells Fargo & Company/Mn | 0.00% | 224,183 | $2,360,652 | $2,544,477 | +$183,825 | +7.79% | |
| Cliffwater Llc | 0.54% | 207,319 | $2,183,069 | $2,353,071 | +$170,002 | +7.79% | |
| Advisors Asset Management, Inc. | 0.03% | 200,997 | $2,116,498 | $2,281,316 | +$164,818 | +7.79% | |
| Corient Private Wealth Llc | 0.00% | 182,469 | $1,921,396 | $2,071,023 | +$149,627 | +7.79% | |
| Hager Investment Management Services, Llc | 0.88% | 182,377 | $1,920,433 | $2,069,979 | +$149,546 | +7.79% | |
| Hennion & Walsh Asset Management, Inc. | 0.05% | 170,736 | $1,797,850 | $1,937,854 | +$140,004 | +7.79% | |
| Significant Wealth Partners Llc | 1.88% | 164,757 | $1,734,891 | $1,869,992 | +$135,101 | +7.79% | |
| Hightower Advisors, Llc | 0.00% | 149,880 | $1,578,241 | $1,701,138 | +$122,897 | +7.79% | |
| Lansforsakringar Fondforvaltning Ab (Publ) | 0.01% | 134,949 | $1,476,334 | $1,531,671 | +$55,337 | +3.75% | |
| Ethos Financial Group, Llc | 0.10% | 136,990 | $1,442,502 | $1,554,837 | +$112,335 | +7.79% | |
| Xtx Topco Ltd | 0.02% | 136,758 | $1,440,062 | $1,552,203 | +$112,141 | +7.79% | |
| Lpl Financial Llc | 0.00% | 132,350 | $1,393,647 | $1,502,173 | +$108,526 | +7.79% | |
| Ameriprise Financial Inc | 0.00% | 126,936 | $1,336,639 | $1,440,724 | +$104,085 | +7.79% | |
| Doliver Advisors, Lp | 0.29% | 119,781 | $1,261,294 | $1,359,514 | +$98,220 | +7.79% | |
| Zions Bancorporation, National Association | 0.07% | 108,547 | $1,143,000 | $1,232,008 | +$89,008 | +7.79% | |
| Samalin Investment Counsel, Llc | 0.36% | 107,636 | $1,133,406 | $1,221,669 | +$88,263 | +7.79% | |
| Cetera Investment Advisers | 0.00% | 103,761 | $1,092,606 | $1,177,687 | +$85,081 | +7.79% | |
| Steward Partners Investment Advisory, Llc | 0.01% | 101,236 | $1,066,015 | $1,149,029 | +$83,014 | +7.79% | |
| Universal- Beteiligungs- Und Servicegesellschaft Mbh | 0.00% | 100,250 | $1,055,633 | $1,137,838 | +$82,205 | +7.79% | |
| Raymond James Financial Inc | 0.00% | 95,496 | $1,005,568 | $1,083,880 | +$78,312 | +7.79% | |
| Pathstone Holdings, Llc | 0.00% | 81,522 | $891,849 | $925,275 | +$33,426 | +3.75% | |
| Balyasny Asset Management L.P. | 0.00% | 82,388 | $867,546 | $935,104 | +$67,558 | +7.79% | |
| Closed-End Fund Advisors, Inc. | 0.80% | 78,104 | $822,435 | $886,480 | +$64,045 | +7.79% | |
| Citadel Advisors Llc | 0.00% | 77,293 | $813,895 | $877,276 | +$63,381 | +7.79% | |
| Envestnet Asset Management Inc | 0.00% | 74,753 | $787,151 | $848,447 | +$61,296 | +7.79% | |
| U.S. Capital Wealth Advisors, Llc | 0.02% | 71,432 | $781,466 | $810,753 | +$29,287 | +3.75% | |
| Texas Capital Bank Wealth Management Services Inc | 0.04% | 72,707 | $765,605 | $825,224 | +$59,619 | +7.79% |
Frequently asked questions about CGBD
Who owns the most CGBD stock?
The largest holders of CGBD are typically major institutional investors such as asset managers and hedge funds reporting on Form 13F. The table above ranks tracked superinvestors by reported position size using the latest available filings for CARLYLE SECURED LENDING INC (CGBD).
Is CGBD widely held by superinvestors?
Many widely followed stocks like CGBD appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly CGBD is represented among the institutional managers we track.
What do “Current Estimated Value”, “Gain/loss Since Filing”, and “Estimated Portfolio Performance” mean?
Current Estimated Value is reported share quantity from the latest 13F times our most recent split-adjusted U.S. session close. Gain/loss Since Filing is that estimate minus the reported 13F dollar value; Estimated Portfolio Performance is that difference as a percent of the reported value. Green means the estimate is above the filing value; red means below (not purchase cost). If many filers share the same implied filing price per share, the performance % may match across rows. These are not official fund marks or live quotes.