Carlyle Secured Lending CGBD Institutional Ownership

Updated Oct 11, 2026

Carlyle Secured Lending, Inc. (NASDAQ:CGBD) was reported as a holding by 142 institutional investors in 13F filings for the quarter ended June 30, 2026.

• These investors held 37.59% of outstanding shares in Q2 2026, up from 36.09% the quarter before.
• Total shares held in Carlyle Secured Lending rose 2.15% versus Q1 2026, while the number of holders fell 4.70% versus Q2 2025.
• Among the 142 holders of Carlyle Secured Lending, 63 added to their positions, 38 reduced their stakes and 41 left their positions unchanged.
• Institutional investors held 26.14Mn shares of Carlyle Secured Lending in total at the end of Q2 2026, up 549.09K from the prior quarter and up 2.69Mn from a year earlier.
• Creative Planning led 13F holders of CGBD with 3.09Mn shares as of June 30, 2026, or 4.44% of shares outstanding.
• Among holders that already owned Carlyle Secured Lending, the biggest buyers in Q2 2026 were Van Eck Associates Corp (+436.37K shares), Russell Investments Group, Ltd. (+283.33K shares), Arax Advisory Partners (+275.27K shares), Ares Management LLC (+232.19K shares) and North Ground Capital (+228.48K shares).
• On the other side, among holders that kept a position in Carlyle Secured Lending, the largest reductions in Q2 2026 came from BI Asset Management Fondsmaeglerselskab A/S (-230.08K shares), Toronto Dominion Bank (-186.72K shares), Two Sigma Investments, LP (-182.07K shares), Creative Planning (-145.06K shares) and Invesco Ltd. (-125.94K shares).
• According to Business Quant data, the leading holders of CGBD for Q2 2026 were Creative Planning (3.09Mn shares), Morgan Stanley (2.8Mn shares), Van Eck Associates Corp (1.75Mn shares), UBS Group AG (1.4Mn shares), Choreo, LLC (1.36Mn shares), Invesco Ltd. (1.18Mn shares), Lalia Capital, LLC (927.33K shares), Russell Investments Group, Ltd. (870.51K shares), Muzinich & Co., Inc. (741.28K shares) and North Ground Capital (616K shares).