13F Insight
DOSSIER · 13F Holders · Q1 2026Cheap mega-capRe-rated
CGBD

CARLYLE SECURED LENDING INC

175 institutions still hold CARLYLE SECURED LENDING INC as of Q1 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 872280102·175 13F holders·last filed Mar 31, 2026
Market cap
—
▼ 1.9%
vs prior quarter
13F value held
$193M
56.0% inst. owned
of float
Holders
175
+93 QoQ
filers reporting
Activity
+32 / −32
+1,007 added · −865 reduced
this quarter
Concentration
18.35%
Creative Planning #1
top holder share
AI Holders Summary · Q1 2026

175 institutions reported CGBD in Q1 2026. Creative Planning leads at 18.4% of the visible book. +93 net new institutions vs prior quarter — accumulation reading.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

#HolderValueShares% port.Quarter
01
Creative Planning
CIK 0001540235
$35M3.2M0.02%Q1 202602
MORGAN STANLEY
CIK 0000895421
$29M2.6M0.00%Q1 202603
CHOREO, LLC
CIK 0001679031
$16M1.4M0.19%Q1 202604
Invesco Ltd.
CIK 0000914208
$14M1.3M0.00%Q1 202605
RIVERNORTH CAPITAL MANAGEMENT, LLC
CIK 0001447578
$14M1.3M0.70%Q1 202606
UBS Group AG
CIK 0001610520
$14M1.2M0.00%Q1 202607
Muzinich & Co., Inc.
CIK 0001618824
$9M736K2.89%Q4 202508
TWO SIGMA INVESTMENTS, LP
CIK 0001179392
$7M631K0.01%Q1 202609
Russell Investments Group, Ltd.
CIK 0001692234
$6M587K0.01%Q1 202610
Legal & General Group Plc
CIK 0000764068
$6M552K0.00%Q1 202611
Mariner, LLC
CIK 0001373442
$6M549K0.01%Q1 202612
Sumitomo Mitsui Trust Group, Inc.
CIK 0001475365
$6M520K0.00%Q1 202613
TORONTO DOMINION BANK
CIK 0000947263
$5M450K0.01%Q1 202614
Rockefeller Capital Management L.P.
CIK 0001739439
$5M448K0.01%Q1 202615
SUSQUEHANNA INTERNATIONAL GROUP, LLP
CIK 0001446194· Market maker
$4M392K0.00%Q1 202616
North Ground Capital
CIK 0002055446
$4M388K5.11%Q1 202617
TWO SIGMA ADVISERS, LP
CIK 0001478735
$4M301K0.01%Q4 202518
BlackRock, Inc.
CIK 0002012383
$3M283K0.00%Q1 202619
NOVARE CAPITAL MANAGEMENT LLC
CIK 0001388409
$3M251K0.22%Q1 202620
BANK OF AMERICA CORP /DE/
CIK 0000070858
$3M251K0.00%Q1 2026
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