Carlyle Secured Lending Inc
Ownership
Ownership Structure
Who owns Carlyle Secured Lending Inc (CGBD)? This page shows the largest institutions and funds, the ownership structure and the latest insider transactions.
Largest Shareholders
Institutions
| Name | Stake (%) | Shares | Change (%) | Date |
|---|---|---|---|---|
| Creative Planning Inc | 4.67 | 3,231,986 | -6.8 | 03/31/2026 |
| Morgan Stanley - Brokerage Accounts | 3.81 | 2,634,781 | +2.3 | 03/31/2026 |
| RSM US WEALTH MANAGEMENT LLC | 1.97 | 1,361,251 | -1.9 | 06/30/2026 |
| Van Eck Associates Corporation | 1.90 | 1,312,471 | -22.4 | 03/31/2026 |
| Amvescap Plc. | 1.90 | 1,310,823 | +47.7 | 03/31/2026 |
| UBS Group AG | 1.79 | 1,236,553 | +43.4 | 03/31/2026 |
| Lalia Capital, LLC | 1.34 | 927,333 | +0.0 | 06/30/2026 |
| Muzinich & Co Inc | 1.07 | 741,278 | +0.5 | 06/30/2026 |
Funds
| Name | Stake (%) | Shares | Change (%) | Date |
|---|---|---|---|---|
| VanEck BDC Income ETF | 1.97 | 1,365,762 | +0.3 | 08/29/2026 |
| Invesco KBW High Dividend Yld Fincl ETF | 1.74 | 1,201,833 | +0.0 | 08/31/2026 |
Largest reported positions according to regulatory filings; stake as a percentage of shares outstanding, change versus the previous filing. Source: fundamentals data.
Insiders
Insider Transactions
| Date | Person | Role | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| Aug 12, 2026 | Nestor John G. | Director | Sell | 4,979 | 11.18 | 55,673 |
| Aug 12, 2026 | Nestor John G. | Director | Sell | 8,633 | 11.21 | 96,782 |
| Aug 12, 2026 | Nestor John G. | Director | Sell | 87 | 11.24 | 978 |
| Aug 12, 2026 | Nestor John G. | Director | Sell | 3,114 | 11.18 | 34,815 |
Reportable transactions by officers and major shareholders from SEC Form 4 filings. "Other" includes things like stock grants and option exercises without a buy/sell character. View all insider transactions →
Data as of: September 28, 2026 · Source: fundamental data & SEC filings (annual and quarterly reports, 10-K/10-Q)
Note: pure fact-based analysis, not investment advice and not a solicitation to buy or sell. All figures without guarantee.