Carlyle Secured Lending Inc Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| CREATIVE PLANNING | 02/17/2026 | 3.47 M | $43.29 M | -25.16% | 4.75% |
| MORGAN STANLEY | 02/13/2026 | 2.57 M | $32.16 M | 6.71% | 3.53% |
| RIVERNORTH CAPITAL MANAGEMENT, LLC | 02/17/2026 | 1.90 M | $23.74 M | 58.24% | 2.61% |
| VAN ECK ASSOCIATES CORP | 02/13/2026 | 1.69 M | $21.14 M | -7.50% | 2.32% |
| CHOREO, LLC | 01/23/2026 | 1.39 M | $17.60 M | -5.05% | 1.90% |
| NORTH GROUND CAPITAL | 02/12/2026 | 912.22 K | $11.39 M | 91.59% | 1.25% |
| INVESCO LTD. | 02/19/2026 | 887.66 K | $11.09 M | -1.51% | 1.22% |
| UBS GROUP AG | 01/29/2026 | 862.26 K | $10.77 M | 35.69% | 1.18% |
| TWO SIGMA INVESTMENTS, LP | 02/17/2026 | 737.40 K | $9.21 M | 1.35% | 1.01% |
| MUZINICH & CO., INC. | 01/21/2026 | 736.44 K | $9.20 M | 47.31% | 1.01% |
| MARINER, LLC | 02/13/2026 | 543.90 K | $6.84 M | 0.16% | 0.75% |
| SUMITOMO MITSUI TRUST HOLDINGS, INC. | 01/23/2026 | 519.74 K | $6.49 M | 24.19% | 0.71% |
| LEGAL & GENERAL GROUP PLC | 02/09/2026 | 518.84 K | $6.49 M | 17.80% | 0.71% |
| TORONTO DOMINION BANK | 02/17/2026 | 500.00 K | $6.25 M | 100.00% | 0.69% |
| BLACKROCK, INC. | 02/12/2026 | 494.13 K | $6.17 M | 0.20% | 0.68% |
| ALPINE GLOBAL MANAGEMENT, LLC | 02/17/2026 | 457.34 K | $5.71 M | 82.49% | 0.63% |
| ROCKEFELLER CAPITAL MANAGEMENT L.P. | 03/17/2026 | 428.52 K | $5.35 M | 28.97% | 0.59% |
| LSV ASSET MANAGEMENT | 02/06/2026 | 366.75 K | $4.58 M | -6.79% | 0.50% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 02/17/2026 | 362.20 K | $4.52 M | 100.00% | 0.50% |
| BANK OF AMERICA CORP /DE/ | 02/17/2026 | 344.42 K | $4.30 M | -48.85% | 0.47% |
| TWO SIGMA ADVISERS, LP | 02/17/2026 | 300.50 K | $3.75 M | -38.00% | 0.41% |
| CENTIVA CAPITAL, LP | 02/13/2026 | 300.00 K | $3.75 M | 100.00% | 0.41% |
| BI ASSET MANAGEMENT FONDSMAEGLERSELSKAB A/S | 02/11/2026 | 293.86 K | $3.67 M | 9.70% | 0.40% |
| WELLS FARGO & COMPANY/MN | 02/13/2026 | 269.72 K | $3.37 M | -0.58% | 0.37% |
| JANE STREET GROUP, LLC | 02/12/2026 | 256.47 K | $3.20 M | 100.00% | 0.35% |
| 02/11/2026 | 255.44 K | $3.19 M | 100.00% | 0.35% | |
| NOVARE CAPITAL MANAGEMENT LLC | 02/05/2026 | 241.05 K | $3.01 M | 17.79% | 0.33% |
| HAGER INVESTMENT MANAGEMENT SERVICES, LLC | 01/22/2026 | 224.20 K | $2.80 M | -5.18% | 0.31% |
| CLIFFWATER LLC | 02/12/2026 | 207.32 K | $2.59 M | 0.00% | 0.28% |
| ADVISORS ASSET MANAGEMENT, INC. | 02/12/2026 | 203.73 K | $2.54 M | -13.74% | 0.28% |
| RUSSELL INVESTMENTS GROUP, LTD. | 02/17/2026 | 202.64 K | $2.53 M | 100.00% | 0.28% |
| TUDOR INVESTMENT CORP ET AL | 02/17/2026 | 200.00 K | $2.50 M | 100.00% | 0.27% |
| HENNION & WALSH ASSET MANAGEMENT, INC. | 01/14/2026 | 176.35 K | $2.20 M | 5.40% | 0.24% |
| CI PRIVATE WEALTH, LLC | 03/09/2026 | 174.65 K | $2.18 M | -40.36% | 0.24% |
| COLONY GROUP, LLC | 02/13/2026 | 151.75 K | $1.90 M | 100.00% | 0.21% |
| WCG WEALTH ADVISORS LLC | 02/10/2026 | 147.14 K | $1.84 M | 100.00% | 0.20% |
| ETHOS FINANCIAL GROUP, LLC | 01/20/2026 | 140.18 K | $1.75 M | -15.44% | 0.19% |
| AMERIPRISE FINANCIAL INC | 02/17/2026 | 138.13 K | $1.73 M | 16.13% | 0.19% |
| RAYMOND JAMES FINANCIAL INC | 02/18/2026 | 130.89 K | $1.63 M | -25.32% | 0.18% |
| DOLIVER ADVISORS, LP | 01/06/2026 | 122.58 K | $1.53 M | 0.00% | 0.17% |
| JPMORGAN CHASE & CO | 02/11/2026 | 121.61 K | $1.52 M | 465.64% | 0.17% |
| TRUEMARK INVESTMENTS, LLC | 01/14/2026 | 111.84 K | $1.40 M | 517.48% | 0.15% |
| BRIGHT FUTURES WEALTH MANAGEMENT, LLC. | 02/05/2026 | 111.52 K | $1.39 M | 15.60% | 0.15% |
| LPL FINANCIAL LLC | 02/11/2026 | 109.90 K | $1.37 M | 5.05% | 0.15% |
| LANSFORSAKRINGAR FONDFORVALTNING AB (PUBL) | 02/12/2026 | 105.10 K | $1.31 M | 100.00% | 0.14% |
| UNIVERSAL- BETEILIGUNGS- UND SERVICEGESELLSCHAFT MBH | 01/28/2026 | 100.25 K | $1.25 M | 0.00% | 0.14% |
| COMERICA BANK | 01/29/2026 | 99.26 K | $1.24 M | 0.26% | 0.14% |
| SAMALIN INVESTMENT COUNSEL, LLC | 01/30/2026 | 97.45 K | $1.22 M | 100.00% | 0.13% |
| XTX TOPCO LTD | 02/17/2026 | 93.76 K | $1.17 M | 100.00% | 0.13% |
| GREAT WEST LIFE ASSURANCE CO /CAN/ | 02/13/2026 | 91.58 K | $1.15 M | 3.65% | 0.13% |
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:
UBS Group AG: 1.24 M
Muzinich & Co., Inc.: 737,744
Sumitomo Mitsui Trust Holdings, Inc.: 519,735
BI Asset Management Fondsmaeglerselskab A/S: 282,558
NOVARE CAPITAL MANAGEMENT LLC: 251,395
HighTower Advisors, LLC: 196,706
36.66% of Carlyle Secured Lending Inc stock is owned by institutional investors.
Institutional investors have bought a total of 30.42 M shares in the last 24 months. This purchase volume represents approximately $330.65 M in transactions.