Carlyle Secured Lending Ownership | Who Owns Carlyle Secured Lending?

Overview Forecast RevenueFinancials Chart Transcripts

Carlyle Secured Lending Ownership Summary

Carlyle Secured Lending is owned by 35.35% institutional investors, 0.70% insiders, and 63.95% retail investors. Morgan stanley is the largest institutional shareholder, holding 3.98% of CGBD shares. VanEck BDC Income ETF is the top mutual fund, with 2.24% of its assets in Carlyle Secured Lending shares.

CGBD Ownership Benchmark

Type	Name	% Inst	% Insiders	% Retail
Stock	Carlyle Secured Lending	35.35%	0.70%	63.95%
Sector	Financial Services Stocks	51.64%	15.54%	32.82%
Industry	Asset Management Stocks	50.65%	9.51%	39.84%

Institutional Shareholders

Top Institutional Shareholders by Total Shares

Holder	Shares	% Holding	Value
Morgan stanley	2.02M	3.98%	$35.90M
Prime capital investment advisors	2.20M	3.02%	$30.16M
Van eck associates	1.79M	2.45%	$24.43M
Bank of america corp /de/	1.05M	2.08%	$18.70M
Choreo	1.46M	2.00%	$20.53M
Invesco	659.56K	1.30%	$11.83M
Lsv asset management	860.56K	1.18%	$11.77M
Two sigma advisers, lp	449.10K	0.88%	$8.05M
Ubs group	383.33K	0.75%	$6.87M
Cliffwater	548.62K	0.75%	$7.51M

Top Institutional Shareholders by % of Total Assets

Holder	Shares	% Assets	Value
Muzinich	352.62K	2.09%	$4.82M
Greenwich investment management	104.37K	1.69%	$1.85M
Cliffwater	548.62K	1.54%	$7.51M
Bright futures wealth management, llc.	61.31K	1.00%	$1.12M
Park circle	71.22K	0.83%	$974.36K
Smh capital advisors	21.93K	0.68%	$299.93K
Mckinley capital management	166.62K	0.52%	$2.96M
Gries financial	197.24K	0.49%	$2.70M
Doliver advisors, lp	122.58K	0.46%	$1.68M
Prime capital investment advisors	2.20M	0.40%	$30.16M

Top Buyers

Holder	Shares	% Assets	Change
Prime capital investment advisors	2.20M	0.40%	2.20M
Choreo	1.46M	0.29%	1.46M
Invesco	659.56K	0.00%	616.99K
Van eck associates	1.79M	0.03%	582.13K
Cliffwater	548.62K	1.54%	548.62K

Top Sellers

Holder	Shares	% Assets	Change
Lsv asset management	860.56K	0.03%	-395.53K
Herbst group	-	-	-127.18K
Condor capital management	175.51K	0.21%	-99.90K
Goldman sachs group	-	-	-78.88K
D. e. shaw	22.44K	0.00%	-76.88K

New Positions

Holder	Shares	% Assets	Change	Value
Prime capital investment advisors	2.20M	0.40%	2.20M	$30.16M
Choreo	1.46M	0.29%	1.46M	$20.53M
Cliffwater	548.62K	1.54%	548.62K	$7.51M
Mariner	543.38K	0.01%	543.38K	$7.43M
Rivernorth capital management	357.01K	0.27%	357.01K	$4.88M

Sold Out

Holder	Change
Toth financial advisory	-90.00
Bogart wealth	-100.00
Frazier financial advisors	-136.00
Fifth third bancorp	-200.00
Cape investment advisory	-387.00

Institutional Ownership Trends

Date	Holdings	Change %	Shares	Change %	Ownership	Change %	Increased Position	Change %	Decreased Position	Change %
Jun 30, 2025	149	23.14%	25,772,366	39.85%	35	2.69%	93	60.34%	27	-15.63%
Mar 31, 2025	119	2.59%	18,427,107	37.92%	36	5.25%	58	-	32	6.67%
Dec 31, 2024	79	-35.77%	7,498,017	-40.56%	14	2.40%	38	-32.14%	22	-38.89%
Sep 30, 2024	121	4.31%	12,614,044	-1.17%	24	3.93%	54	-10.00%	37	27.59%
Jun 30, 2024	115	-	12,752,023	1.53%	25	5.05%	60	3.45%	29	11.54%

Top Mutual Funds Shareholders

Holder	Shares	% Holding	Change
VanEck BDC Income ETF	1.64M	2.24%	-3.61K
Invesco KBW High Dividend Yld Fincl ETF	725.80K	1.00%	4.11K
Accelerate Divers Crdt Inc ETF	349.87K	0.48%	154.63K
iShares Listed Private Eq ETF USD Dist	266.15K	0.37%	-
Accelerate Diversified Credit Income ETF	195.50K	0.27%	-12.15K
Nikko Active BDC Mother	128.37K	0.25%	-
Undrly L&G Diversified Life	96.05K	0.19%	38.00
Undrly L&G Pen PMC Diversified	96.01K	0.19%	96.01K
Undrly Fid DC L&G Fut Wld Mlt Asst MAGJ	134.52K	0.18%	50.41K
FID DC L&G Diversified Fund	124.36K	0.17%	4.20K

Recent Insider Transactions

Date	Name	Role	Activity	Value
Aug 18, 2025	Nestor John G.	-	Sell	$178.58K
Aug 20, 2025	Hennigan Thomas M	CFO	Buy	$100.17K
Nov 22, 2024	Jenkins Mark David	-	Buy	$63.82K
Nov 12, 2024	Jenkins Mark David	-	Buy	$582.40K
Nov 11, 2024	Jenkins Mark David	-	Buy	$495.00K

Insider Transactions Trends

Date	Buy	Sell
2025 Q3	1	1
2025 Q1	-	-
2024 Q4	3	-
2024 Q3	2	1
2024 Q1	-	-

CGBD Ownership FAQ

Who Owns Carlyle Secured Lending?

Carlyle Secured Lending shareholders are primarily institutional investors at 35.35%, followed by 0.70% insiders and 63.95% retail investors. The average institutional ownership in Carlyle Secured Lending's industry, Asset Management Stocks, is 50.65%, which Carlyle Secured Lending falls below.

Who owns the most shares of Carlyle Secured Lending?

Carlyle Secured Lending’s largest shareholders are Morgan stanley (2.02M shares, 3.98%), Prime capital investment advisors (2.2M shares, 3.02%), and Van eck associates (1.79M shares, 2.45%). Together, they hold 9.46% of Carlyle Secured Lending’s total shares outstanding.

Does Blackrock own Carlyle Secured Lending?

BlackRock is not among the top 10 institutional shareholders of Carlyle Secured Lending.

Who is Carlyle Secured Lending’s biggest shareholder by percentage of total assets invested?

Muzinich is Carlyle Secured Lending’s biggest shareholder by percentage of total assets invested, with 2.09% of its assets in 352.62K Carlyle Secured Lending shares, valued at 4.82M$.

Who is the top mutual fund holder of Carlyle Secured Lending shares?

VanEck BDC Income ETF is the top mutual fund holder of Carlyle Secured Lending shares, with 2.24% of its total shares outstanding invested in 1.64M Carlyle Secured Lending shares.

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