Carlyle Secured Lending Inc Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| CREATIVE PLANNING | 08/13/2026 | 3.09 M | $32.51 M | -4.49% | 4.35% |
| MORGAN STANLEY | 08/13/2026 | 2.80 M | $29.47 M | 6.24% | 3.95% |
| VAN ECK ASSOCIATES CORP | 08/14/2026 | 1.75 M | $18.42 M | 33.25% | 2.47% |
| UBS GROUP AG | 08/13/2026 | 1.40 M | $14.69 M | 12.83% | 1.97% |
| CHOREO, LLC | 08/04/2026 | 1.36 M | $14.33 M | -1.94% | 1.92% |
| INVESCO LTD. | 08/14/2026 | 1.18 M | $12.48 M | -9.61% | 1.67% |
| LALIA CAPITAL, LLC | 08/11/2026 | 927.33 K | $9.76 M | 100.00% | 1.31% |
| RUSSELL INVESTMENTS GROUP, LTD. | 08/06/2026 | 870.51 K | $9.17 M | 48.25% | 1.23% |
| MUZINICH & CO., INC. | 07/27/2026 | 741.28 K | $7.81 M | 0.48% | 1.05% |
| NORTH GROUND CAPITAL | 08/13/2026 | 616.00 K | $6.49 M | 58.96% | 0.87% |
| LEGAL & GENERAL GROUP PLC | 08/14/2026 | 577.57 K | $6.09 M | 4.71% | 0.81% |
| MARINER, LLC | 08/13/2026 | 563.24 K | $5.96 M | 2.68% | 0.79% |
| SUMITOMO MITSUI TRUST GROUP, INC. | 07/30/2026 | 519.74 K | $5.47 M | 0.00% | 0.73% |
| DIAMETER CAPITAL PARTNERS LP | 08/14/2026 | 508.39 K | $5.35 M | 100.00% | 0.72% |
| CAZ INVESTMENTS LP | 08/24/2026 | 504.67 K | $5.31 M | 2,423.33% | 0.71% |
| ARES MANAGEMENT LLC | 08/14/2026 | 472.19 K | $4.97 M | 96.74% | 0.67% |
| SRS CAPITAL ADVISORS, INC. | 08/10/2026 | 465.61 K | $4.90 M | 144.62% | 0.66% |
| TWO SIGMA INVESTMENTS, LP | 08/14/2026 | 448.85 K | $4.73 M | -28.86% | 0.63% |
| ROCKEFELLER CAPITAL MANAGEMENT L.P. | 08/13/2026 | 444.53 K | $4.68 M | -0.69% | 0.63% |
| CITADEL ADVISORS LLC | 09/02/2026 | 428.30 K | $4.51 M | 100.00% | 0.60% |
| LSV ASSET MANAGEMENT | 08/06/2026 | 352.15 K | $3.71 M | 0.00% | 0.50% |
| NOVARE CAPITAL MANAGEMENT LLC | 08/07/2026 | 287.45 K | $3.03 M | 14.34% | 0.41% |
| BANK OF AMERICA CORP /DE/ | 08/14/2026 | 280.42 K | $2.95 M | 11.77% | 0.40% |
| BLACKROCK, INC. | 08/07/2026 | 276.87 K | $2.92 M | -2.33% | 0.39% |
| TORONTO DOMINION BANK | 08/14/2026 | 263.28 K | $2.77 M | -41.49% | 0.37% |
| WCG WEALTH ADVISORS LLC | 08/14/2026 | 229.48 K | $2.42 M | 22.92% | 0.32% |
| CALLODINE CAPITAL MANAGEMENT, LP | 08/14/2026 | 225.00 K | $2.37 M | 100.00% | 0.32% |
| WELLS FARGO & COMPANY/MN | 08/14/2026 | 224.18 K | $2.36 M | 12.56% | 0.32% |
| CLIFFWATER LLC | 08/12/2026 | 207.32 K | $2.18 M | 0.00% | 0.29% |
| ADVISORS ASSET MANAGEMENT, INC. | 08/14/2026 | 201.00 K | $2.12 M | -4.89% | 0.28% |
| PARK AVENUE SECURITIES LLC | 07/20/2026 | 188.42 K | $1.98 M | 100.00% | 0.27% |
| HAGER INVESTMENT MANAGEMENT SERVICES, LLC | 07/20/2026 | 182.38 K | $1.92 M | -9.03% | 0.26% |
| HENNION & WALSH ASSET MANAGEMENT, INC. | 07/08/2026 | 170.74 K | $1.80 M | 17.78% | 0.24% |
| SIGNIFICANT WEALTH PARTNERS LLC | 07/14/2026 | 164.76 K | $1.73 M | 1.51% | 0.23% |
| HIGHTOWER ADVISORS, LLC | 08/05/2026 | 149.88 K | $1.58 M | -23.81% | 0.21% |
| ETHOS FINANCIAL GROUP, LLC | 08/07/2026 | 136.99 K | $1.44 M | -2.27% | 0.19% |
| XTX TOPCO LTD | 08/14/2026 | 136.76 K | $1.44 M | 268.50% | 0.19% |
| LPL FINANCIAL LLC | 08/07/2026 | 132.35 K | $1.39 M | -13.75% | 0.19% |
| AMERIPRISE FINANCIAL INC | 08/14/2026 | 126.94 K | $1.34 M | -12.89% | 0.18% |
| DOLIVER ADVISORS, LP | 07/10/2026 | 119.78 K | $1.26 M | -5.45% | 0.17% |
| ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ | 07/31/2026 | 108.55 K | $1.14 M | -26.03% | 0.15% |
| SAMALIN INVESTMENT COUNSEL, LLC | 07/27/2026 | 107.64 K | $1.13 M | 0.49% | 0.15% |
| CETERA INVESTMENT ADVISERS | 08/12/2026 | 103.76 K | $1.09 M | 9.34% | 0.15% |
| STEWARD PARTNERS INVESTMENT ADVISORY, LLC | 08/13/2026 | 101.24 K | $1.07 M | 110.95% | 0.14% |
| UNIVERSAL- BETEILIGUNGS- UND SERVICEGESELLSCHAFT MBH | 08/06/2026 | 100.25 K | $1.06 M | 0.00% | 0.14% |
| RAYMOND JAMES FINANCIAL INC | 08/14/2026 | 95.50 K | $1.01 M | -8.25% | 0.13% |
| GREAT WEST LIFE ASSURANCE CO /CAN/ | 08/13/2026 | 90.40 K | $951.00 K | 13.72% | 0.13% |
| PATHSTONE HOLDINGS, LLC | 08/13/2026 | 83.68 K | $881.11 K | 2.64% | 0.12% |
| BALYASNY ASSET MANAGEMENT L.P. | 08/14/2026 | 82.39 K | $867.55 K | 13.70% | 0.12% |
| JANNEY MONTGOMERY SCOTT LLC | 08/05/2026 | 78.39 K | $825.00 K | 353.03% | 0.11% |
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Carlyle Secured Lending Inc institutional Ownership - FAQ's
During the previous two years, 205 institutional investors and hedge funds held shares of Carlyle Secured Lending Inc. The most heavily invested institutionals were:
Creative Planning: 3.09 M
MORGAN STANLEY: 2.8 M
VAN ECK ASSOCIATES CORP: 1.75 M
UBS Group AG: 1.4 M
CHOREO, LLC: 1.36 M
Invesco Ltd.: 1.18 M
37.35% of Carlyle Secured Lending Inc stock is owned by institutional investors.
Institutional investors have bought a total of 30.01 M shares in the last 24 months. This purchase volume represents approximately $326.17 M in transactions.