Carlyle Secured Lending Ownership | Who Owns Carlyle Secured Lending?


OverviewForecastRevenueFinancialsChartTranscripts

Carlyle Secured Lending Ownership Summary


Carlyle Secured Lending is owned by 24.81% institutional investors, 0.78% insiders, and 74.41% retail investors. Morgan stanley is the largest institutional shareholder, holding 3.98% of CGBD shares. VanEck BDC Income ETF is the top mutual fund, with 2.33% of its assets in Carlyle Secured Lending shares.

CGBD Ownership Benchmark


TypeName% Inst% Insiders% Retail
StockCarlyle Secured Lending24.81%0.78%74.41%
SectorFinancial Services Stocks 43.20%12.55%44.25%
IndustryAsset Management Stocks39.76%8.77%51.48%

Top Mutual Funds Shareholders


HolderShares% HoldingChange
VanEck BDC Income ETF1.18M2.33%-
iShares Listed Private Eq ETF USD Dist166.76K0.33%-
Nikko Active BDC Mother128.37K0.25%-
LSV Small Cap Value Institutional90.30K0.18%-
Accelerate Diversified Credit Income ETF81.44K0.16%5.76K
Undrly Fid DC L&G Fut Wld Mlt Asst MAGJ80.62K0.16%80.62K
Putnam BDC Income ETF68.65K0.14%-84.39K
Optimum Small-Mid Cap Value Instl64.60K0.13%-
BankInvest Børsnoterede Alt. Akk. W59.04K0.12%-57.63K
Virtus Private Credit ETF44.74K0.09%-

Recent Insider Transactions


DateNameRoleActivityValue
Aug 28, 2024Jenkins Mark David-Buy$16.74K
Aug 29, 2024Jenkins Mark David-Buy$63.95K
Jul 25, 2024Hennigan Thomas M CFOSell$64.25K
Aug 30, 2023Popov Alexander VP and Head of Illiquid CreditBuy$73.90K
Jun 09, 2023LeeKong Aren C. CEO and PresidentBuy$50.03K

Insider Transactions Trends


DateBuySell
2024 Q321
2024 Q1--
2023 Q4--
2023 Q31-
2023 Q28-

CGBD Ownership FAQ


Who Owns Carlyle Secured Lending?

Carlyle Secured Lending shareholders are primarily institutional investors at 24.81%, followed by 0.78% insiders and 74.41% retail investors. The average institutional ownership in Carlyle Secured Lending's industry, Asset Management Stocks, is 39.76%, which Carlyle Secured Lending falls below.

Who owns the most shares of Carlyle Secured Lending?

Carlyle Secured Lending’s largest shareholders are Morgan stanley (2.02M shares, 3.98%), Lsv asset management (1.55M shares, 3.05%), and Van eck associates (1.18M shares, 2.32%). Together, they hold 9.36% of Carlyle Secured Lending’s total shares outstanding.

Does Blackrock own Carlyle Secured Lending?

BlackRock is not among the top 10 institutional shareholders of Carlyle Secured Lending.

Who is Carlyle Secured Lending’s biggest shareholder by percentage of total assets invested?

Muzinich is Carlyle Secured Lending’s biggest shareholder by percentage of total assets invested, with 3.39% of its assets in 250.36K Carlyle Secured Lending shares, valued at 4.44M$.

Who is the top mutual fund holder of Carlyle Secured Lending shares?

VanEck BDC Income ETF is the top mutual fund holder of Carlyle Secured Lending shares, with 2.33% of its total shares outstanding invested in 1.18M Carlyle Secured Lending shares.

Try Tickergate Pro Free

Customize Everything. 100% Flexibility. Fast and Easy to Use (No code or Excel Needed)

  • Customize your own personal stocks lists, views and charts

  • Choose from hundreds of fields, up to 15 years of history

  • Conduct deep comparison analysis

  • Discover trending investment themes

  • Find your next best investment

  • Research stocks using tools