Carlyle Secured Lending, Inc. Common Stock — Institutional Ownership
Which tracked institutions hold CGBD, and how they changed the position last quarter. Latest holdings as of Jun 30, 2026. Source: SEC 13-F filings.
16
Funds holding
$73149811
Total value held
Buying
8 added/new · 5 reduced
| # | Institution | Value | Shares | Δ Shares | Change (QoQ) |
|---|---|---|---|---|---|
| 1 | Morgan Stanley | $29474576 | 2799104 | +164323 | +6.24% |
| 2 | Ubs Group Ag | $14691340 | 1395189 | +1395189 | NEW BUY |
| 3 | Invesco Ltd. | $12476865 | 1184888 | +1184888 | NEW BUY |
| 4 | Bank Of America Corp /De/ | $2952821 | 280420 | +29531 | +11.77% |
| 5 | Blackrock, Inc. | $2915420 | 276868 | -6612 | -2.33% |
| 6 | Toronto Dominion Bank | $2772296 | 263276 | -186724 | -41.49% |
| 7 | Wells Fargo & Company/Mn | $2360652 | 224183 | +25017 | +12.56% |
| 8 | Ameriprise Financial Inc | $1336639 | 126936 | +126936 | NEW BUY |
| 9 | Zions Bancorporation, National Association /Ut/ | $1143000 | 108547 | +108547 | NEW BUY |
| 10 | Raymond James Financial Inc | $1005568 | 95496 | -8589 | -8.25% |
| 11 | Truist Financial Corp | $713481 | 67757 | — | Held |
| 12 | Us Bancorp \De\ | $526500 | 50000 | — | Held |
| 13 | Royal Bank Of Canada | $363000 | 34501 | -6640 | -16.14% |
| 14 | Jpmorgan Chase & Co | $211770 | 19500 | — | Held |
| 15 | Fifth Third Bancorp | $203482 | 19324 | -80233 | -80.59% |
| 16 | Citigroup Inc | $2401 | 228 | +227 | +22700.00% |
Aggregated across tracked institutional filers. Reported quarterly on SEC Form 13-F and may lag. For research only — not investment advice.