Carlyle Secured Lending Inc Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| CREATIVE PLANNING | 05/12/2026 | 3.23 M | $35.36 M | -6.75% | 4.77% |
| MORGAN STANLEY | 05/15/2026 | 2.63 M | $28.82 M | 2.34% | 3.89% |
| CHOREO, LLC | 05/13/2026 | 1.39 M | $15.74 M | 0.23% | 2.05% |
| VAN ECK ASSOCIATES CORP | 05/15/2026 | 1.31 M | $14.36 M | -22.44% | 1.94% |
| INVESCO LTD. | 05/12/2026 | 1.31 M | $14.34 M | 47.67% | 1.94% |
| RIVERNORTH CAPITAL MANAGEMENT, LLC | 05/15/2026 | 1.27 M | $13.92 M | -33.05% | 1.88% |
| UBS GROUP AG | 05/05/2026 | 1.24 M | $13.53 M | 43.41% | 1.83% |
| MUZINICH & CO., INC. | 04/24/2026 | 737.74 K | $8.07 M | 0.18% | 1.09% |
| TWO SIGMA INVESTMENTS, LP | 05/15/2026 | 630.92 K | $6.90 M | -14.44% | 0.93% |
| RUSSELL INVESTMENTS GROUP, LTD. | 05/08/2026 | 587.18 K | $6.42 M | 189.77% | 0.87% |
| LEGAL & GENERAL GROUP PLC | 05/08/2026 | 551.58 K | $6.03 M | 6.31% | 0.81% |
| MARINER, LLC | 05/13/2026 | 548.53 K | $6.00 M | 0.85% | 0.81% |
| SUMITOMO MITSUI TRUST HOLDINGS, INC. | 04/30/2026 | 519.74 K | $5.69 M | 0.00% | 0.77% |
| TORONTO DOMINION BANK | 05/15/2026 | 450.00 K | $4.92 M | -10.00% | 0.66% |
| ROCKEFELLER CAPITAL MANAGEMENT L.P. | 05/14/2026 | 447.64 K | $4.90 M | 4.46% | 0.66% |
| NORTH GROUND CAPITAL | 05/11/2026 | 387.52 K | $4.24 M | -57.52% | 0.57% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 05/15/2026 | 355.80 K | $3.89 M | -1.77% | 0.53% |
| LSV ASSET MANAGEMENT | 05/11/2026 | 352.15 K | $3.85 M | -3.98% | 0.52% |
| COLONY GROUP, LLC | 05/15/2026 | 304.86 K | $3.34 M | 100.90% | 0.45% |
| BLACKROCK, INC. | 05/13/2026 | 283.48 K | $3.10 M | -42.63% | 0.42% |
| BI ASSET MANAGEMENT FONDSMAEGLERSELSKAB A/S | 04/16/2026 | 282.56 K | $3.09 M | -3.85% | 0.42% |
| NOVARE CAPITAL MANAGEMENT LLC | 04/17/2026 | 251.40 K | $2.75 M | 4.29% | 0.37% |
| BANK OF AMERICA CORP /DE/ | 05/18/2026 | 250.89 K | $2.74 M | -27.16% | 0.37% |
| ARES MANAGEMENT LLC | 05/15/2026 | 240.00 K | $2.63 M | 100.00% | 0.35% |
| ADVISORS ASSET MANAGEMENT, INC. | 05/15/2026 | 211.32 K | $2.31 M | 3.73% | 0.31% |
| CLIFFWATER LLC | 05/13/2026 | 207.32 K | $2.27 M | 0.00% | 0.31% |
| HAGER INVESTMENT MANAGEMENT SERVICES, LLC | 05/12/2026 | 200.49 K | $2.19 M | -10.58% | 0.30% |
| TUDOR INVESTMENT CORP ET AL | 05/15/2026 | 200.00 K | $2.19 M | 0.00% | 0.30% |
| CENTIVA CAPITAL, LP | 05/14/2026 | 200.00 K | $2.19 M | -33.33% | 0.30% |
| WELLS FARGO & COMPANY/MN | 05/11/2026 | 199.17 K | $2.18 M | -26.16% | 0.29% |
| HIGHTOWER ADVISORS, LLC | 05/05/2026 | 196.71 K | $2.15 M | 180.32% | 0.29% |
| SRS CAPITAL ADVISORS, INC. | 05/13/2026 | 190.34 K | $2.08 M | 444.82% | 0.28% |
| WCG WEALTH ADVISORS LLC | 05/12/2026 | 186.69 K | $2.04 M | 26.88% | 0.28% |
| MILLENNIUM MANAGEMENT LLC | 05/15/2026 | 179.50 K | $1.96 M | 397.68% | 0.27% |
| CI PRIVATE WEALTH, LLC | 05/15/2026 | 175.30 K | $1.92 M | 0.37% | 0.26% |
| SIGNIFICANT WEALTH PARTNERS LLC | 04/08/2026 | 162.31 K | $1.78 M | 100.00% | 0.24% |
| LPL FINANCIAL LLC | 05/06/2026 | 153.44 K | $1.68 M | 39.62% | 0.23% |
| Y-INTERCEPT (HONG KONG) LTD | 04/27/2026 | 151.47 K | $1.66 M | 100.00% | 0.22% |
| ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ | 05/08/2026 | 146.74 K | $1.61 M | 100.00% | 0.22% |
| AMERIPRISE FINANCIAL INC | 05/15/2026 | 145.72 K | $1.59 M | 5.50% | 0.22% |
| HENNION & WALSH ASSET MANAGEMENT, INC. | 05/13/2026 | 144.96 K | $1.59 M | -17.80% | 0.21% |
| ETHOS FINANCIAL GROUP, LLC | 05/05/2026 | 140.18 K | $1.75 M | 0.00% | 0.21% |
| LANSFORSAKRINGAR FONDFORVALTNING AB (PUBL) | 04/23/2026 | 134.95 K | $1.48 M | 28.40% | 0.20% |
| DOLIVER ADVISORS, LP | 04/08/2026 | 126.68 K | $1.39 M | 3.34% | 0.19% |
| ALPINE GLOBAL MANAGEMENT, LLC | 05/15/2026 | 115.66 K | $1.27 M | -74.71% | 0.17% |
| SAMALIN INVESTMENT COUNSEL, LLC | 04/23/2026 | 107.11 K | $1.17 M | 9.91% | 0.16% |
| RAYMOND JAMES FINANCIAL INC | 05/14/2026 | 104.09 K | $1.14 M | -20.48% | 0.15% |
| UNIVERSAL- BETEILIGUNGS- UND SERVICEGESELLSCHAFT MBH | 05/11/2026 | 100.25 K | $1.10 M | 0.00% | 0.15% |
| FIFTH THIRD BANCORP | 05/01/2026 | 99.56 K | $1.09 M | 100.00% | 0.15% |
| 05/11/2026 | 98.79 K | $1.08 M | -61.33% | 0.15% |
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Carlyle Secured Lending Inc institutional Ownership - FAQ's
During the previous two years, 210 institutional investors and hedge funds held shares of Carlyle Secured Lending Inc. The most heavily invested institutionals were:
Creative Planning: 3.23 M
MORGAN STANLEY: 2.63 M
CHOREO, LLC: 1.39 M
VAN ECK ASSOCIATES CORP: 1.31 M
Invesco Ltd.: 1.31 M
RIVERNORTH CAPITAL MANAGEMENT, LLC: 1.27 M
37.69% of Carlyle Secured Lending Inc stock is owned by institutional investors.
Institutional investors have bought a total of 28.83 M shares in the last 24 months. This purchase volume represents approximately $313.39 M in transactions.