CGBD institutional holders
CARLYLE SECURED LENDING INC · 13F, 2026Q2
| Managers holding | 142 |
|---|---|
| Shares held | 26,503,368 |
| Reported value | $279.2m |
| Quarter flows | 18 new, 43 added, 40 trimmed, 31 exited |
Top 25 holders
| Manager | Shares | Value | % of manager's 13F |
|---|---|---|---|
| Creative Planning | 3,086,927 | $32.5m | 0.0% |
| MORGAN STANLEY | 2,799,104 | $29.5m | 0.0% |
| VAN ECK ASSOCIATES CORP | 1,748,836 | $18.4m | 0.0% |
| UBS Group AG | 1,395,189 | $14.7m | 0.0% |
| CHOREO, LLC | 1,361,251 | $14.3m | 0.2% |
| Invesco Ltd. | 1,184,888 | $12.5m | 0.0% |
| Lalia Capital, LLC | 927,333 | $9.8m | 4.7% |
| Russell Investments Group, Ltd. | 870,513 | $9.2m | 0.0% |
| Muzinich & Co., Inc. | 741,278 | $7.8m | 2.7% |
| North Ground Capital | 616,000 | $6.5m | 7.8% |
| Legal & General Group Plc | 577,568 | $6.1m | 0.0% |
| Mariner, LLC | 563,240 | $6.0m | 0.0% |
| CAZ INVESTMENTS LP | 524,665 | $5.5m | 1.0% |
| Sumitomo Mitsui Trust Group, Inc. | 519,735 | $5.5m | 0.0% |
| Diameter Capital Partners LP | 508,387 | $5.4m | 0.4% |
| ARES MANAGEMENT LLC | 472,187 | $5.0m | 0.2% |
| Arax Advisory Partners | 465,613 | $4.9m | 0.0% |
| TWO SIGMA INVESTMENTS, LP | 448,847 | $4.7m | 0.0% |
| Rockefeller Capital Management L.P. | 444,533 | $4.7m | 0.0% |
| LSV ASSET MANAGEMENT | 352,150 | $3.7m | 0.0% |
| NOVARE CAPITAL MANAGEMENT LLC | 287,445 | $3.0m | 0.2% |
| BANK OF AMERICA CORP /DE/ | 280,420 | $3.0m | 0.0% |
| BlackRock, Inc. | 276,868 | $2.9m | 0.0% |
| TORONTO DOMINION BANK | 263,276 | $2.8m | 0.0% |
| WCG Wealth Advisors LLC | 229,477 | $2.4m | 0.1% |
Every holder, line by line, and the full history since 2013: yf.Client().holders("CGBD"). CGBD price history · All 13F data