CARLYLE SECURED LENDING INC (CGBD) is held by 66 institutional investors that disclose positions via SEC 13F filings. The largest disclosed holder is Creative Planning as of Q1 2026.

Are institutions buying or selling CGBD?

In Q1 2026, 32 institutions opened or increased positions in CARLYLE SECURED LENDING INC while 33 reduced or exited — a net selling quarter.

What is the Smart Money Verdict on CGBD?

The Smart Money Verdict combines four independent sources (institutional 13F activity, insider trades, activist filings, and congressional trades) into a single assessment for CARLYLE SECURED LENDING INC.

How many hedge funds hold CGBD?

66 institutional investors report holding CARLYLE SECURED LENDING INC (CGBD) as of Q1 2026, based on SEC 13F filings.

Is institutional money flowing into CGBD?

As of Q1 2026, tracked institutions in CARLYLE SECURED LENDING INC show 32 buyers versus 33 sellers — net outflows.

CARLYLE SECURED LENDING INC

CGBD·872280102·US·Common Stock·Financial Services - Asset Management

Holders

Avg rating(22 Elite)

$172.8M

Total Value

49% (77)

Fund Consensus

32 buying - 33 selling

Smart Money Verdict

View all

Held by 66 funds

22 elite

Who's Trading

InsiderTFTaylor FrancisBuy $3KMar 20, 2026

InsiderCAChi AlexBuy $97KMar 9, 2026

InsiderNGNestor John G.Sell $40KMar 6, 2026

InsiderNGNestor John G.Sell $10KMar 6, 2026

InsiderHMHennigan Thomas MBuy $50KMar 4, 2026

InsiderNGNestor John G.Sell $84KNov 14, 2025

InsiderHMHennigan Thomas MBuy $101KNov 13, 2025

InsiderJNJoseph NelsonBuy $18KNov 10, 2025

InsiderHMHennigan Thomas MBuy $100KAug 20, 2025

InsiderNGNestor John G.Sell $179KAug 18, 2025

View all insider trades

13F: Mar 31, 2026Insider & Congress: Updated regularly

Fund	Action	Shares	Value	Weight	Est. P&L	Conviction
Creative Planning	Decreased	3.2M(-6.8%)	$35.4M	0.0%	-30.81%	0
MORGAN STANLEY	Increased	2.6M(+2.3%)	$28.8M	0.0%	-28.01%	29
Invesco Ltd.	Increased	1.3M(+47.7%)	$14.3M	0.0%	-22.26%	38
UBS Group AG	Increased	1.2M(+43.4%)	$13.5M	0.0%	-15.03%	38
TWO SIGMA INVESTMENTS, LP	Decreased	630,918(-14.4%)	$6.9M	0.0%	-9.90%	0
Russell Investments Group, Ltd.	Increased	587,183(+189.8%)	$6.4M	0.0%	-8.68%	44
Legal & General Group Plc	Increased	551,582(+6.3%)	$6M	0.0%	+16.69%	29
Mariner, LLC	Increased	548,525(+0.8%)	$6M	0.0%	-16.93%	27
Sumitomo Mitsui Trust Group, Inc.	Unchanged	519,735	$5.7M	0.0%	+12.54%	0
TORONTO DOMINION BANK	Decreased	450,000(-10.0%)	$4.9M	0.0%	-14.46%	0
Rockefeller Capital Management L.P.	Increased	447,638(+4.5%)	$4.9M	0.0%	-12.92%	28
FWFocus Partners Wealth	Increased	304,864(+100.9%)	$3.3M	0.0%	-10.09%	43
BlackRock, Inc.	Decreased	283,480(-42.6%)	$3.1M	0.0%	-23.08%	0
BANK OF AMERICA CORP /DE/	Decreased	250,889(-27.2%)	$2.7M	0.0%	-33.40%	0
WELLS FARGO & COMPANY/MN	Decreased	199,166(-26.2%)	$2.2M	0.0%	-13.98%	0
HighTower Advisors, LLC	Increased	196,706(+180.3%)	$2.2M	0.0%	+11.06%	42
MILLENNIUM MANAGEMENT LLC	Increased	179,500(+397.7%)	$2M	0.0%	-7.05%	42
Corient Private Wealth LLC	Increased	175,301(+0.4%)	$1.9M	0.0%	-15.47%	26
LPL Financial LLC	Increased	153,444(+39.6%)	$1.7M	0.0%	-8.17%	34
AMERIPRISE FINANCIAL INC	Increased	145,724(+5.5%)	$1.6M	0.0%	-10.66%	27