Carlyle Secured Lending, Inc. Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| CREATIVE PLANNING | 11/14/2025 | 4.63 M | $57.89 M | -5.79% | 6.35% |
| MORGAN STANLEY | 11/14/2025 | 2.41 M | $30.16 M | 5.10% | 3.31% |
| VAN ECK ASSOCIATES CORP | 11/13/2025 | 1.83 M | $22.87 M | 2.44% | 2.51% |
| CHOREO, LLC | 11/12/2025 | 1.46 M | $18.82 M | 0.05% | 2.00% |
| RIVERNORTH CAPITAL MANAGEMENT, LLC | 11/14/2025 | 1.20 M | $15.01 M | 236.44% | 1.65% |
| INVESCO LTD. | 11/13/2025 | 901.24 K | $11.27 M | 15.60% | 1.24% |
| TWO SIGMA INVESTMENTS, LP | 11/14/2025 | 727.57 K | $9.09 M | 199.43% | 1.00% |
| BANK OF AMERICA CORP /DE/ | 11/14/2025 | 673.39 K | $8.42 M | -15.35% | 0.92% |
| UBS GROUP AG | 11/13/2025 | 635.48 K | $7.94 M | 11.97% | 0.87% |
| MARINER, LLC | 11/14/2025 | 543.02 K | $6.79 M | -0.07% | 0.74% |
| MUZINICH & CO., INC. | 10/20/2025 | 499.92 K | $6.25 M | 41.77% | 0.69% |
| BLACKROCK, INC. | 11/12/2025 | 493.13 K | $6.16 M | 86.66% | 0.68% |
| TWO SIGMA ADVISERS, LP | 11/14/2025 | 484.70 K | $6.06 M | 44.82% | 0.66% |
| NORTH GROUND CAPITAL | 10/29/2025 | 476.13 K | $5.95 M | 100.00% | 0.65% |
| LEGAL & GENERAL GROUP PLC | 11/13/2025 | 440.44 K | $5.51 M | -4.23% | 0.60% |
| SUMITOMO MITSUI TRUST HOLDINGS, INC. | 10/27/2025 | 418.49 K | $5.23 M | 58.44% | 0.57% |
| LSV ASSET MANAGEMENT | 11/06/2025 | 393.45 K | $4.92 M | -54.28% | 0.54% |
| ROCKEFELLER CAPITAL MANAGEMENT L.P. | 11/14/2025 | 332.27 K | $4.15 M | 383.79% | 0.46% |
| CI PRIVATE WEALTH, LLC | 11/14/2025 | 292.85 K | $3.66 M | 75.04% | 0.40% |
| WELLS FARGO & COMPANY/MN | 11/13/2025 | 271.30 K | $3.39 M | 696.70% | 0.37% |
| BI ASSET MANAGEMENT FONDSMAEGLERSELSKAB A/S | 11/05/2025 | 267.88 K | $3.35 M | 22.22% | 0.37% |
| ALPINE GLOBAL MANAGEMENT, LLC | 11/14/2025 | 250.61 K | $3.13 M | 100.00% | 0.34% |
| HAGER INVESTMENT MANAGEMENT SERVICES, LLC | 11/12/2025 | 236.46 K | $2.96 M | 0.08% | 0.32% |
| ADVISORS ASSET MANAGEMENT, INC. | 11/06/2025 | 236.17 K | $2.95 M | 5.50% | 0.32% |
| CLIFFWATER LLC | 11/13/2025 | 207.32 K | $2.59 M | -62.21% | 0.28% |
| QUBE RESEARCH & TECHNOLOGIES LTD | 11/14/2025 | 206.97 K | $2.59 M | 35.62% | 0.28% |
| NOVARE CAPITAL MANAGEMENT LLC | 11/03/2025 | 204.65 K | $2.56 M | 5.12% | 0.28% |
| GRIES FINANCIAL LLC | 10/22/2025 | 187.76 K | $2.35 M | -4.81% | 0.26% |
| CONDOR CAPITAL MANAGEMENT | 11/07/2025 | 182.95 K | $2.29 M | 4.24% | 0.25% |
| RAYMOND JAMES FINANCIAL INC | 11/14/2025 | 175.27 K | $2.19 M | -1.23% | 0.24% |
| ROYAL BANK OF CANADA | 11/14/2025 | 167.41 K | $2.09 M | -37.11% | 0.23% |
| HENNION & WALSH ASSET MANAGEMENT, INC. | 10/22/2025 | 167.31 K | $2.09 M | 43.81% | 0.23% |
| ETHOS FINANCIAL GROUP, LLC | 10/23/2025 | 165.78 K | $2.07 M | -4.82% | 0.23% |
| KOVITZ INVESTMENT GROUP PARTNERS, LLC | 11/10/2025 | 151.75 K | $1.90 M | 100.00% | 0.21% |
| SUMMIT TRAIL ADVISORS, LLC | 11/14/2025 | 146.03 K | $1.88 M | 0.00% | 0.20% |
| MARSHALL WACE, LLP | 11/13/2025 | 140.74 K | $1.76 M | 100.00% | 0.19% |
| Y-INTERCEPT (HONG KONG) LTD | 10/31/2025 | 127.32 K | $1.59 M | -29.45% | 0.17% |
| DOLIVER ADVISORS, LP | 10/07/2025 | 122.58 K | $1.53 M | 0.00% | 0.17% |
| AMERIPRISE FINANCIAL INC | 11/14/2025 | 118.95 K | $1.49 M | -37.70% | 0.16% |
| DENALI ADVISORS LLC | 11/07/2025 | 111.21 K | $1.39 M | -16.02% | 0.15% |
| BREVAN HOWARD CAPITAL MANAGEMENT LP | 11/14/2025 | 108.64 K | $1.36 M | 925.64% | 0.15% |
| LPL FINANCIAL LLC | 11/12/2025 | 104.62 K | $1.31 M | 15.72% | 0.14% |
| CONNOR, CLARK & LUNN INVESTMENT MANAGEMENT LTD. | 11/13/2025 | 100.94 K | $1.26 M | 100.00% | 0.14% |
| UNIVERSAL- BETEILIGUNGS- UND SERVICEGESELLSCHAFT MBH | 10/30/2025 | 100.25 K | $1.25 M | -2.34% | 0.14% |
| COMERICA BANK | 11/14/2025 | 99.00 K | $1.24 M | 12.03% | 0.14% |
| BRIGHT FUTURES WEALTH MANAGEMENT, LLC. | 11/12/2025 | 96.47 K | $1.21 M | 100.00% | 0.13% |
| MILLENNIUM MANAGEMENT LLC | 11/14/2025 | 91.25 K | $1.14 M | 100.00% | 0.13% |
| NAVITER WEALTH, LLC | 11/06/2025 | 90.43 K | $1.17 M | -0.62% | 0.12% |
| GLOBAL RETIREMENT PARTNERS, LLC | 10/21/2025 | 88.91 K | $1.11 M | 9.15% | 0.12% |
| GREAT WEST LIFE ASSURANCE CO /CAN/ | 11/17/2025 | 88.35 K | $1.14 M | 92.35% | 0.12% |
Explore Related Stocks for Market Trends
Explore our related stocks for the latest market trends and stock news to stay informed and make better decisions.
Carlyle Secured Lending, Inc. institutional Ownership - FAQ's
During the previous two years, 196 institutional investors and hedge funds held shares of Carlyle Secured Lending, Inc.. The most heavily invested institutionals were:
Creative Planning: 4.63 M
MORGAN STANLEY: 2.41 M
VAN ECK ASSOCIATES CORP: 1.83 M
CHOREO, LLC: 1.46 M
RIVERNORTH CAPITAL MANAGEMENT, LLC: 1.2 M
Invesco Ltd.: 901,237
35.42% of Carlyle Secured Lending, Inc. stock is owned by institutional investors.
Institutional investors have bought a total of 28.50 M shares in the last 24 months. This purchase volume represents approximately $356.20 M in transactions.