Carlyle Secured Lending, Inc. (CGBD) Ownership
CGBD ownership summary
as of October 17, 2026- Institutions
- 40.9% of shares outstanding
- Insiders
- 0.36% of shares outstanding
- Shares outstanding
- 68.8M
- Float
- 0 shares available to trade
- Short interest
- 5.05% 3.5M shares short
- Days to cover
- 8.70 short interest up 16.7% vs prior month
- Institutions 40.86%
- Insiders 0.36%
- Other investors 58.78%
CGBD top institutional holders
20 largest| # | Holder | % of shares | Shares | Value | Change | Reported |
|---|---|---|---|---|---|---|
| 1 | Creative Planning Inc | 4.46% | 3.1M | $32.1M | −145,059 (−4.5%) | June 30, 2026 |
| 2 | Morgan Stanley - Brokerage Accounts | 4.05% | 2.8M | $29.1M | +164,323 (+6.2%) | June 30, 2026 |
| 3 | Van Eck Associates Corporation | 2.53% | 1.7M | $18.2M | +436,365 (+33.2%) | June 30, 2026 |
| 4 | UBS Group AG | 2.02% | 1.4M | $14.5M | +158,636 (+12.8%) | June 30, 2026 |
| 5 | RSM US WEALTH MANAGEMENT LLC | 1.97% | 1.4M | $14.1M | −26,973 (−1.9%) | June 30, 2026 |
| 6 | Amvescap Plc. | 1.71% | 1.2M | $12.3M | −125,935 (−9.6%) | June 30, 2026 |
| 7 | Lalia Capital, LLC | 1.34% | 927K | $9.6M | +927,333 (0.0%) | June 30, 2026 |
| 8 | Muzinich & Co Inc | 1.07% | 741K | $7.7M | +3,534 (+0.5%) | June 30, 2026 |
| 9 | CF Capital LLC | 0.89% | 616K | $6.4M | +228,482 (+59.0%) | June 30, 2026 |
| 10 | Legal & General Group PLC | 0.84% | 578K | $6.0M | +25,986 (+4.7%) | June 30, 2026 |
| 11 | Mariner Wealth Advisors LLC | 0.81% | 563K | $5.9M | +14,715 (+2.7%) | June 30, 2026 |
| 12 | CAZ Investments LP | 0.76% | 525K | $5.5M | +504,665 (+2,523.3%) | June 30, 2026 |
| 13 | Sumitomo Mitsui Trust Group Inc | 0.75% | 520K | $5.4M | — | June 30, 2026 |
| 14 | Diameter Capital Partners LP | 0.74% | 508K | $5.3M | +508,387 (0.0%) | June 30, 2026 |
| 15 | Ares Management LLC | 0.68% | 472K | $4.9M | +232,187 (+96.7%) | June 30, 2026 |
| 16 | SRS Capital Advisors Inc | 0.67% | 466K | $4.8M | +275,273 (+144.6%) | June 30, 2026 |
| 17 | Two Sigma Investments LLC | 0.65% | 449K | $4.7M | −182,071 (−28.9%) | June 30, 2026 |
| 18 | Rockefeller Capital Management L.P. | 0.64% | 445K | $4.6M | −3,105 (−0.7%) | June 30, 2026 |
| 19 | LSV Asset Management | 0.51% | 352K | $3.7M | — | June 30, 2026 |
| 20 | Novare Capital Management LLC | 0.42% | 287K | $3.0M | +36,050 (+14.3%) | June 30, 2026 |
Value at the latest close. Change = shares bought or sold in the latest quarterly filing (13F). In the top 20, 13 holders added 3.5M shares and 5 cut 483K.
CGBD top mutual fund and ETF holders
20 largest| # | Holder | % of shares | Shares | Value | Change | Reported |
|---|---|---|---|---|---|---|
| 1 | VanEck BDC Income ETF | 1.79% | 1.2M | $12.9M | — | September 30, 2026 |
| 2 | Invesco KBW High Dividend Yld Fincl ETF | 1.44% | 993K | $10.3M | — | September 30, 2026 |
| 3 | Accelerate Divers Crdt Inc ETF CAD H | 0.79% | 550K | $5.7M | +24,002 (+4.6%) | September 30, 2026 |
| 4 | BankInvest Børsnoterede Alt. Akk. W | 0.41% | 283K | $2.9M | — | March 31, 2026 |
| 5 | CAZ Strategic Opportunities I | 0.38% | 265K | $2.8M | — | June 30, 2026 |
| 6 | iShares Listed Private Eq ETF USD Dist | 0.35% | 241K | $2.5M | — | September 30, 2026 |
| 7 | LSV Small Cap Value Institutional | 0.14% | 96K | $996,401 | — | June 30, 2026 |
| 8 | FID DC L&G Diversified Fund | 0.13% | 91K | $948,981 | −15,986 (−14.9%) | August 31, 2026 |
| 9 | Virtus Private Credit ETF | 0.07% | 46K | $477,057 | — | September 30, 2026 |
| 10 | Mackenzie Alternative Enhanced Yld A | 0.04% | 28K | $286,826 | — | July 31, 2026 |
| 11 | Mediobanca SICAV PE Strat C | 0.04% | 25K | $259,750 | — | August 31, 2026 |
| 12 | FID DC L&G Retirement Income MA Fund | 0.04% | 24K | $253,287 | −465 (−1.9%) | June 30, 2026 |
| 13 | Monachil Credit Income I | 0.03% | 20K | $207,800 | +20,000 (0.0%) | June 30, 2026 |
| 14 | HMC Deuda Privada Global A | 0.01% | 8,766 | $91,079 | +8,766 (0.0%) | March 31, 2026 |
| 15 | Catalyst/SMH Total Return Income A | 0.01% | 7,087 | $73,634 | — | June 30, 2026 |
| 16 | Compass Dva D Priv Usa Fo de Inv A | 0.01% | 6,771 | $70,351 | −2,000 (−22.8%) | December 31, 2025 |
| 17 | FID DC L&G Multi Asset Fund | <0.01% | 1,385 | $14,390 | −114 (−7.6%) | June 30, 2026 |
| 18 | Counsel Global Listed Private Eq Pl A | <0.01% | 1,117 | $11,606 | — | July 31, 2026 |
| 19 | RiverNorth Active Income ETF | <0.01% | 360 | $3,740 | — | September 30, 2026 |
| 20 | WHITEWOLF Publicly Listed Priv Eq ETF | <0.01% | 59 | $613 | — | September 30, 2026 |
Funds report holdings monthly or quarterly; dates differ by fund.
CGBD insider transactions
latest 5| Date | Name | Transaction | Price | Shares | Value |
|---|---|---|---|---|---|
| 2026-03-20 | Francis Taylor | Buy | $11.22 | 232 | $2,603 |
| 2026-03-06 | John G Nestor | Sell | $11.29 | 4,401 | $49,687 |
| 2025-11-14 | John G Nestor | Sell | $11.87 | 7,085 | $84,099 |
| 2025-08-20 | Thomas M Hennigan | Buy | $13.75 | 7,285 | $100,169 |
| 2025-08-18 | John G Nestor | Sell | $13.49 | 13,238 | $178,581 |
Reported trades by company officers, directors and other filers (including disclosures by members of Congress where EODHD lists them). "—" where the filing gives no share count.
CGBD shares outstanding
Year-end shares outstanding, adjusted for splits.
Who owns CGBD
Institutional investors own 40.9% of Carlyle Secured Lending's shares and insiders 0.36%. The largest holder is Creative Planning Inc with 4.46% of the shares (3.1M), as of June 30, 2026. Among the top 20 institutions, 13 added shares and 5 reduced their stake in the latest filings. Short interest is 5.05% of the float, or 8.70 days of average trading volume. The share count rose 120.5% since 2014.
Related: CGBD analyst forecast, CGBD key metrics, CGBD dividend history. See the CGBD stock overview for the latest quote and news.
CGBD ownership FAQ
Who owns the most Carlyle Secured Lending stock?
The largest shareholders of Carlyle Secured Lending are Creative Planning Inc (4.46%), Morgan Stanley - Brokerage Accounts (4.05%), Van Eck Associates Corporation (2.53%), UBS Group AG (2.02%), RSM US WEALTH MANAGEMENT LLC (1.97%).
What percentage of Carlyle Secured Lending is owned by institutions?
Institutions hold 40.9% of Carlyle Secured Lending's shares outstanding; insiders hold 0.36%.
Which funds own Carlyle Secured Lending?
The largest fund holders of Carlyle Secured Lending are VanEck BDC Income ETF (1.79%), Invesco KBW High Dividend Yld Fincl ETF (1.44%), Accelerate Divers Crdt Inc ETF CAD H (0.79%), BankInvest Børsnoterede Alt. Akk. W (0.41%), CAZ Strategic Opportunities I (0.38%).
What is Carlyle Secured Lending's short interest?
3.5M shares of Carlyle Secured Lending were sold short, 5.05% of the float; at the average daily volume it would take 8.70 days to cover.
Are insiders buying or selling Carlyle Secured Lending?
Of the latest 5 reported insider transactions in Carlyle Secured Lending (since August 18, 2025), 2 were purchases and 3 were sales.
How many shares of Carlyle Secured Lending are outstanding?
Carlyle Secured Lending has 68.8M shares outstanding, of which an unreported number are in the public float.