CGBD Institutional Ownership
Who owns Carlyle Secured Lending, Inc. and what the big funds did with it last quarter, from every SEC 13F filing. 142 funds reported holding CGBD at Jun 30, 2026, together owning 39.3% of the company.
- ▼57 buying vs 66 selling
- ▲Held by funds +2.0 pts
- ▼Funds holding -13
- ●Superinvestors: 1 added, 1 cut
- ●Put/call not meaningful
What the filings show, not a forecast. Positions can be up to 45 days old and leave out short sales.
Funds holding and ownership
8 quartersQuarter over quarter
all 13F filers| Q2 2026 | This quarter | Q1 2026 | Change |
|---|---|---|---|
| Funds holding | 142 | 155 | −8.4% |
| In funds' top 10 | 1 | 1 | 0.0% |
| 13F shares | 27M | 25.6M | +5.4% |
| Held by funds | 39.3% | 37.2% | +2.0 pts |
| New positions | 16 | 29 | −44.8% |
| Increased | 41 | 44 | −6.8% |
| Reduced | 40 | 46 | −13.0% |
| Sold out | 26 | 23 | +13.0% |
| Calls (shares) | 0 | 400K | −100.0% |
| Puts (shares) | 0 | 0 | – |
| Put/call ratio | – | 0.00 | – |
Buyers vs sellers
adding or new vs cutting or sold outSuperinvestors in CGBD
All superinvestors →
Who owns CGBD
share of fund held shares- Index and passive funds14.0%
- Active managers and hedge funds62.3%
- Banks and brokers23.2%
- Pensions, insurers and other0.4%
The top 10 holders own 56.1% of all CGBD shares that funds reported. Groups are our own grouping of filers by name.
Put/call ratio
funds' options, market makers left outAbove 1 means funds hold more puts than calls, a sign of hedging or bets on a fall. Options are valued at the underlying shares.
Filed so far for Q3 2026
28 funds changed their position- Park Avenue Securities LLCAdded+325K sh
- Y-Intercept (Hong Kong) LtdNew+118K sh
- Creative PlanningTrimmed−113K sh
- Samalin Investment Counsel, LLCSold out−108K sh
- Choreo, LLCAdded+36K sh
🔒 Free account: see all 20.
Top holders
Q2 2026| # | Fund | Of company | Shares | Value | Change |
|---|---|---|---|---|---|
| 1 | Creative Planning | 4.49% | 3.1M | $32.5M | −145K |
| 2 | Morgan Stanley | 4.07% | 2.8M | $29.5M | +164K |
| 3 | Van Eck Associates Corp | 2.54% | 1.7M | $18.4M | +436K |
| 4 | UBS Group AG | 2.03% | 1.4M | $14.7M | +159K |
| 5 | Choreo, LLC | 1.98% | 1.4M | $14.3M | −27K |
| 6 | Invesco Ltd. | 1.72% | 1.2M | $12.5M | −126K |
| 7 | Caz Investments LP | 1.50% | 1M | $10.8M | +1M |
| 8 | Lalia Capital, LLC | 1.35% | 927K | $9.8M | +927K |
| 9 | Russell Investments Group, Ltd. | 1.27% | 871K | $9.2M | +283K |
| 10 | Muzinich & Co., Inc. | 1.08% | 741K | $7.8M | +3,534 |
- Caz Investments LP+1M sh+$10.6M
- Lalia Capital, LLC+927K sh+$9.8M
- Diameter Capital Partners LP+508K sh+$5.4M
- Van Eck Associates Corp+436K sh+$4.6M
- Russell Investments Group, Ltd.+283K sh+$3M
- Arax Advisory Partners+275K sh+$2.9M
- Ares Management LLC+232K sh+$2.4M
- North Ground Capital+228K sh+$2.4M
- Rivernorth Capital Management, LLC−1.3M sh−$13.9M
- Focus Partners Wealth−305K sh−$3.3M
- BI Asset Management Fondsmaeglerselskab A/S−230K sh−$2.4M
- GFS Advisors, LLC−41K sh−$2M
- Toronto Dominion Bank−187K sh−$2M
- Millennium Management LLC−180K sh−$2M
- Two Sigma Investments, LP−182K sh−$1.9M
- Y-Intercept (Hong Kong) Ltd−151K sh−$1.7M
CGBD institutional ownership FAQ
Who owns the most CGBD stock?
In Q2 2026 13F filings the largest holder of CGBD was Creative Planning, followed by Morgan Stanley and Van Eck Associates Corp. Index fund managers are usually the biggest holders of large companies.
What percentage of CGBD is owned by institutions?
Funds that file 13F reports held 39.3% of CGBD's shares at Jun 30, 2026, compared with 37.2% a quarter earlier. That counts every manager with more than $100 million in US stocks.
Are hedge funds buying CGBD?
In Q2 2026, 57 funds bought CGBD (16 of them new positions) and 66 sold (26 sold out completely). Among well known investors, 1 added and 1 cut. Our fund sentiment for CGBD is neutral.
What is CGBD's institutional put/call ratio?
Too few option positions were reported for a meaningful ratio.
How current is this CGBD ownership data?
13F filings show holdings at the end of each quarter and are due within 45 days, so positions can be up to six weeks old when they appear. We add each new filing within minutes, and the "filed so far" list shows funds that have already reported the next quarter.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Fund sentiment summarises what 13F filings show and is not a forecast. Holdings come from SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.