Ranked by reported Q1 2026 13F market value
Share of total reported institutional value in CGBD held by the largest 10 / 25 filers.
| # | Institution | Shares Held | Market Value | QoQ Change | Ownership % | % of Fund |
|---|---|---|---|---|---|---|
| 1 | Creative Planning | 3.2M | $35.4M | -6.8% | 4.651% | 0.02% |
| 2 | MORGAN STANLEY | 2.6M | $28.8M | +2.3% | 3.791% | 0.00% |
| 3 | RSM US WEALTH MANAGEMENT LLC | 1.4M | $15.7M | +0.2% | 1.998% | 0.19% |
| 4 | Invesco Ltd. | 1.3M | $14.3M | +47.7% | 1.886% | 0.00% |
| 5 | RIVERNORTH CAPITAL MANAGEMENT, LLC | 1.3M | $13.9M | -33.1% | 1.831% | 0.70% |
| 6 | UBS Group AG | 1.2M | $13.5M | +43.4% | 1.779% | 0.00% |
| 7 | Muzinich & Co., Inc. | 738K | $8.1M | +0.2% | 1.061% | 2.82% |
| 8 | TWO SIGMA INVESTMENTS, LP | 631K | $6.9M | -14.4% | 0.908% | 0.01% |
| 9 | Russell Investments Group, Ltd. | 587K | $6.4M | +189.8% | 0.845% | 0.01% |
| 10 | Legal & General Group Plc | 552K | $6.0M | +6.3% | 0.794% | 0.00% |
| 11 | Mariner, LLC | 549K | $6.0M | +0.9% | 0.789% | 0.01% |
| 12 | Sumitomo Mitsui Trust Holdings, Inc. | 520K | $5.7M | 0.0% | 0.748% | 0.00% |
| 13 | TORONTO DOMINION BANK | 450K | $4.9M | -10.0% | 0.647% | 0.01% |
| 14 | Rockefeller Capital Management L.P. | 448K | $4.9M | +4.5% | 0.644% | 0.01% |
| 15 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 392K | $4.3M | -11.8% | 0.564% | 0.00% |
| 16 | North Ground Capital | 388K | $4.2M | -57.5% | 0.558% | 5.11% |
| 17 | Focus Partners Wealth | 305K | $3.3M | +100.9% | 0.439% | 0.00% |
| 18 | BlackRock, Inc. | 283K | $3.1M | -42.6% | 0.408% | 0.00% |
| 19 | NOVARE CAPITAL MANAGEMENT LLC | 251K | $2.8M | +4.3% | 0.362% | 0.22% |
| 20 | BANK OF AMERICA CORP /DE/ | 251K | $2.7M | -27.2% | 0.361% | 0.00% |
| 21 | ARES MANAGEMENT LLC | 240K | $2.6M | β | 0.345% | 0.17% |
| 22 | Cliffwater LLC | 207K | $2.3M | 0.0% | 0.298% | 0.60% |
| 23 | HAGER INVESTMENT MANAGEMENT SERVICES, LLC | 200K | $2.2M | -10.6% | 0.288% | 1.21% |
| 24 | WELLS FARGO & COMPANY/MN | 199K | $2.2M | -26.2% | 0.287% | 0.00% |
| 25 | HighTower Advisors, LLC | 197K | $2.2M | +180.3% | 0.283% | 0.00% |
denotes a marquee investor (Buffett, Burry, ARK, Tiger Global, Pershing Square, Baupost and other widely-followed managers). β% of Fundβ shows how much of that investorβs total 13F portfolio is invested in CGBD β a direct measure of their conviction.
Filings activity in CGBD during Q1 2026, grouped by how each filer changed its position.
Institutions that opened a new CGBD position in Q1 2026
Institutions that fully closed their CGBD position in Q1 2026
8 quarters of 13F filings Β· Ξ columns show change vs prior quarter
| Quarter | Inst. Holders | Ξ Holders | Ownership % | Ξ Ownership | Total 13F Value | Ξ Value |
|---|---|---|---|---|---|---|
| Q1 2026 | 148 | +0.0% | 33.88% | 6.12 pp | $259M | 15% |
| Q4 2025 | 148 | +2.8% | 40.00% | +2.65 pp | $305M | +7.1% |
| Q3 2025 | 144 | 1.4% | 37.35% | 2.14 pp | $285M | 5.4% |
| Q2 2025 | 146 | +27% | 39.49% | +7.28 pp | $301M | +23% |
| Q1 2025 | 115 | +0.0% | 32.21% | +7.57 pp | $246M | +31% |
| Q4 2024 | 115 | 2.5% | 24.64% | +4.68 pp | $188M | +23% |
| Q3 2024 | 118 | +6.3% | 19.96% | 5.09 pp | $152M | 20% |
| Q2 2024 | 111 | β | 25.05% | β | $191M | β |
Source: SEC 13F institutional filings. Ownership % requires market cap data and will show once linked. Ξ columns compare to the immediately prior filed quarter.
Quick answers to the most common questions about buying CGBD stock.
Based on Q1 2026 13F filings, institutional ownership of Carlyle Secured Lending, Inc. stands at 33.9%, held across 148 reporting institutions.
Creative Planning is the largest reported institutional holder of CGBD, with approximately 3,231,986 shares worth $0.04B as of Q1 2026.
Yes β 2 widely-followed marquee investors appear among the top 25 institutional holders of CGBD, including TWO SIGMA INVESTMENTS, LP, SUSQUEHANNA INTERNATIONAL GROUP, LLP.
Our composite Smart Money Score for CGBD is 45 out of 100 (Neutral). It combines net institutional buying activity, ownership shift, marquee investor presence, and holder-count growth.
29 institutions opened new positions in CGBD during Q1 2026, while 29 fully exited. 25 added to existing positions and 91 trimmed.
CGBD institutional ownership fell by 6.12 percentage points quarter-over-quarter, with a net change of +0 holders.
The top 10 institutions account for 57.7% of all reported 13F value in CGBD, and the top 25 account for 78.3%.
All data is sourced from SEC Form 13F filings, which institutional investment managers with at least $100M in assets are required to file each quarter. We process every 13F filing from EDGAR and recompute the aggregates after each cycle. Insider transactions are sourced from Form 4 filings.
Carlyle Secured Lending, Inc. (CGBD) Institutional Ownership