Who Owns CARLYLE SECURED LENDING INC (CGBD)? -- Institutional Holders (2026-06-30)
171 institutions reported holding $280.4M of CARLYLE SECURED LENDING INC (CGBD) in SEC 13F filings for 2026-06-30. Largest institutional holders: Creative Planning ($32.5M), MORGAN STANLEY ($29.5M), VAN ECK ASSOCIATES CORP ($18.4M), UBS Group AG ($14.7M), CHOREO, LLC ($14.3M). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|
| 1 | Creative Planning | $32.5M | 3.1M | Trimmed |
| 2 | MORGAN STANLEY | $29.5M | 2.8M | Added |
| 3 | VAN ECK ASSOCIATES CORP | $18.4M | 1.7M | Added |
| 4 | UBS Group AG | $14.7M | 1.4M | Added |
| 5 | CHOREO, LLC | $14.3M | 1.4M | Trimmed |
| 6 | Invesco Ltd. | $12.5M | 1.2M | Trimmed |
| 7 | Lalia Capital, LLC | $9.8M | 927,333 | New |
| 8 | Russell Investments Group, Ltd. | $9.2M | 870,513 | Added |
| 9 | Muzinich & Co., Inc. | $7.8M | 741,278 | Added |
| 10 | North Ground Capital | $6.5M | 616,000 | Added |
| 11 | Legal & General Group Plc | $6.1M | 577,568 | Added |
| 12 | Mariner, LLC | $6.0M | 563,240 | Added |
| 13 | CITADEL ADVISORS LLC | $5.5M | 524,193 | Added |
| 14 | Sumitomo Mitsui Trust Group, Inc. | $5.5M | 519,735 | Hold |
| 15 | Diameter Capital Partners LP | $5.4M | 508,387 | New |
| 16 | ARES MANAGEMENT LLC | $5.0M | 472,187 | Added |
| 17 | Arax Advisory Partners | $4.9M | 465,613 | Added |
| 18 | TWO SIGMA INVESTMENTS, LP | $4.7M | 448,847 | Trimmed |
| 19 | Rockefeller Capital Management L.P. | $4.7M | 444,533 | Trimmed |
| 20 | LSV ASSET MANAGEMENT | $3.7M | 352,150 | Hold |
| 21 | NOVARE CAPITAL MANAGEMENT LLC | $3.0M | 287,445 | Added |
| 22 | BANK OF AMERICA CORP /DE/ | $3.0M | 280,420 | Added |
| 23 | BlackRock, Inc. | $2.9M | 276,868 | Trimmed |
| 24 | TORONTO DOMINION BANK | $2.8M | 263,276 | Trimmed |
| 25 | WCG Wealth Advisors LLC | $2.4M | 229,477 | Added |
Source: SEC Form 13F filings · as of 2026-06-30