Carlyle Secured Lending, Inc. (CGBD) Institutional OwnershipQ2 2026 13F Data|Updated 2026-11-07
Institutional ownership increased this quarter (+1.37 pp), though top 10 holders maintain a highly concentrated 57.1% of institutional value.
Ranked by reported Q2 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 | 3.1M | $32.5M | -4.5% | 4.442% | 0.02% |
| 2 | MORGAN STANLEY | 2.8M | $29.5M | +6.2% | 4.028% | 0.00% |
| 3 | VAN ECK ASSOCIATES CORP | 1.7M | $18.4M | +33.3% | 2.516% | 0.01% |
| 4 | UBS Group AG | 1.4M | $14.7M | +12.8% | 2.007% | 0.00% |
| 5 | CHOREO, LLC | 1.4M | $14.3M | -1.9% | 1.959% | 0.16% |
| 6 | Invesco Ltd. | 1.2M | $12.5M | -9.6% | 1.705% | 0.00% |
| 7 | Lalia Capital, LLC | 927K | $9.8M | — | 1.334% | 4.75% |
| 8 | Russell Investments Group, Ltd. | 871K | $9.2M | +48.3% | 1.253% | 0.01% |
| 9 | Muzinich & Co., Inc. | 741K | $7.8M | +0.5% | 1.067% | 2.67% |
| 10 | North Ground Capital | 616K | $6.5M | +59.0% | 0.886% | 7.78% |
| 11 | Legal & General Group Plc | 578K | $6.1M | +4.7% | 0.831% | 0.00% |
| 12 | Mariner, LLC | 563K | $6.0M | +2.7% | 0.810% | 0.01% |
| 13 | CITADEL ADVISORS LLC | 524K | $5.5M | +1047.0% | 0.754% | 0.00% |
| 14 | Sumitomo Mitsui Trust Group, Inc. | 520K | $5.5M | 0.0% | 0.748% | 0.00% |
| 15 | Diameter Capital Partners LP | 508K | $5.4M | — | 0.732% | 0.22% |
| 16 | CAZ INVESTMENTS LP | 505K | $5.3M | +2423.3% | 0.726% | 0.42% |
| 17 | ARES MANAGEMENT LLC | 472K | $5.0M | +96.7% | 0.679% | 0.22% |
| 18 | Arax Advisory Partners | 466K | $4.9M | +144.6% | 0.670% | 0.03% |
| 19 | TWO SIGMA INVESTMENTS, LP | 449K | $4.7M | -28.9% | 0.646% | 0.00% |
| 20 | Rockefeller Capital Management L.P. | 445K | $4.7M | -0.7% | 0.640% | 0.01% |
| 21 | NOVARE CAPITAL MANAGEMENT LLC | 287K | $3.0M | +14.3% | 0.414% | 0.21% |
| 22 | BANK OF AMERICA CORP /DE/ | 280K | $3.0M | +11.8% | 0.404% | 0.00% |
| 23 | BlackRock, Inc. | 277K | $2.9M | -2.3% | 0.398% | 0.00% |
| 24 | TORONTO DOMINION BANK | 263K | $2.8M | -41.5% | 0.379% | 0.00% |
| 25 | WCG Wealth Advisors LLC | 229K | $2.4M | +22.9% | 0.330% | 0.06% |
denotes a marquee investor (Buffett, Burry, ARK, Tiger Global, Pershing Square, Baupost and other widely-followed managers). “% of Fund” shows how much of that investor’s total 13F portfolio is invested in CGBD — a direct measure of their conviction.
Filings activity in CGBD during Q2 2026, grouped by how each filer changed its position.
8 quarters of 13F filings · Δ columns show change vs prior quarter
| Quarter | Inst. Holders | Δ Holders | Ownership % | Δ Ownership | Total 13F Value | Δ Value |
|---|---|---|---|---|---|---|
| Q2 2026 | 140 | 10% | 38.22% | +1.37 pp | $272M | +2.7% |
| Q1 2026 | 156 | +3.3% | 36.85% | 1.04 pp | $265M | 15% |
| Q4 2025 | 151 | +4.1% | 37.89% | +3.10 pp | $312M | +9.0% |
| Q3 2025 | 145 | 0.7% | 34.79% | +0.11 pp | $286M | 5.1% |
| Q2 2025 | 146 | +27% | 34.68% | +10.26 pp | $301M | +23% |
| Q1 2025 | 115 | +0.0% | 24.42% | 1.47 pp | $246M | +31% |
| Q4 2024 | 115 | 2.5% | 25.89% | +8.33 pp | $188M | +23% |
| Q3 2024 | 118 | — | 17.56% | — | $152M | — |
Source: SEC 13F institutional filings. Ownership % requires market cap data and will show once linked. Δ columns compare to the immediately prior filed quarter.
Quick answers to the most common questions about buying CGBD stock.
Based on Q2 2026 13F filings, institutional ownership of Carlyle Secured Lending, Inc. stands at 38.2%, held across 140 reporting institutions.
Creative Planning is the largest reported institutional holder of CGBD, with approximately 3,086,927 shares worth $0.03B as of Q2 2026.
Yes — 2 widely-followed marquee investors appear among the top 25 institutional holders of CGBD, including CITADEL ADVISORS LLC, TWO SIGMA INVESTMENTS, LP.
Our composite Smart Money Score for CGBD is 56 out of 100 (Neutral). It combines net institutional buying activity, ownership shift, marquee investor presence, and holder-count growth.
14 institutions opened new positions in CGBD during Q2 2026, while 28 fully exited. 31 added to existing positions and 90 trimmed.
CGBD institutional ownership rose by 1.37 percentage points quarter-over-quarter, with a net change of -16 holders.
The top 10 institutions account for 57.1% of all reported 13F value in CGBD, and the top 25 account for 81.8%.
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.