Golub Capital BDC, Inc.
GBDC- Exchange
- Nasdaq
- SEC CIK
- 0001476765
In the last 90 days, Golub Capital BDC, Inc. insiders filed 0 open-market purchases and 1 sale; 319 institutions reported holding it in 13F filings for Q2 2026, worth $1.57B in total; no superinvestor holds it.
13F holders, Q4 2021
Institutional positions in Golub Capital BDC, Inc. as of Dec 31, 2021. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 227
- +25 vs. Q3 2021
- Shares held
- 76.0M
- +2.81M (+3.8%) vs. Q3 2021
- Total value
- $1.17B
- +$9.47M (+0.8%) vs. Q3 2021
- New holders
- 48
- 84 more added
- Sold out
- 23
- 60 more reduced
3 institutions that held it in Q3 2021 haven't filed for Q4 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 2021: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting GBDC on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 319 | $1.57B |
| Q1 2026 | 347 | $1.51B |
| Q4 2025 | 355 | $1.56B |
| Q3 2025 | 331 | $1.47B |
| Q2 2025 | 321 | $1.50B |
| Q1 2025 | 339 | $1.69B |
| Q4 2024 | 328 | $1.59B |
| Q3 2024 | 286 | $1.45B |
| Q2 2024 | 295 | $1.52B |
| Q1 2024 | 252 | $1.09B |
| Q4 2023 | 260 | $1.04B |
| Q3 2023 | 249 | $1.01B |
| Q2 2023 | 243 | $943.7M |
| Q1 2023 | 228 | $955.9M |
| Q4 2022 | 252 | $974.4M |
| Q3 2022 | 230 | $910.2M |
| Q2 2022 | 241 | $947.2M |
| Q1 2022 | 239 | $1.15B |
| Q4 2021 | 227 | $1.17B |
| Q3 2021 | 205 | $1.18B |
| Q2 2021 | 201 | $1.08B |
| Q1 2021 | 203 | $1.06B |
Institutions, Q4 2021
Shares, value and share of portfolio for each institution holding Golub Capital BDC, Inc.; share changes are against Q3 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| STRS Ohio | 20,026,564 | $309.2M | 1.07% | −1,522,424−7.1% | Reduced |
| Baillie Gifford & Co | 3,444,835 | $53.2M | 0.03% | +2,032,505+143.9% | Added |
| Omers Administration Corp | 3,329,995 | $51.4M | 0.67% | +126,186+3.9% | Added |
| Lindbrook Capital, LLC | 2,628,228 | $40.6M | 6.18% | −2,380−0.1% | Reduced |
| JPMorgan Chase & Co | 2,374,298 | $36.7M | 0.00% | +90,788+4.0% | Added |
| HighTower Advisors, LLC | 2,336,197 | $36.1M | 0.08% | +94,498+4.2% | Added |
| Ares Management LLC | 2,131,028 | $32.9M | 0.93% | +307,000+16.8% | Added |
| Southern Farm Bureau Life Insurance | 2,009,826 | $31.0M | 4.25% | −207,500−9.4% | Reduced |
| Fort Washington Investment Advisors Inc | 1,741,145 | $26.9M | 0.16% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 1,711,856 | $26.4M | 3.11% | +87,022+5.4% | Added |
| Sage Mountain Advisors LLC | 1,668,444 | $25.8M | 3.11% | +287,028+20.8% | Added |
| Van Eck Associates Corp | 1,598,165 | $24.7M | 0.06% | +153,113+10.6% | Added |
| Morgan Stanley | 1,375,952 | $21.2M | 0.00% | +163,038+13.4% | Added |
| BlackRock Inc. | 1,371,969 | $21.2M | 0.00% | +113,772+9.0% | Added |
| Millennium Management LLC | 1,308,883 | $20.2M | 0.02% | +1,286,965+5,871.7% | Added |
| Cerity Partners LLC | 1,233,116 | $19.0M | 0.29% | +145,918+13.4% | Added |
| Arnhold LLC | 1,203,611 | $18.6M | 2.10% | −149,747−11.1% | Reduced |
| Wells Fargo & Company | 1,127,289 | $17.4M | 0.00% | +74,757+7.1% | Added |
| Cliffwater LLC | 986,657 | $15.2M | 3.96% | +4,191+0.4% | Added |
| Legal & General Group Plc | 977,978 | $15.1M | 0.00% | −24,930−2.5% | Reduced |
| Bank of America Corp | 928,638 | $14.3M | 0.00% | −51,173−5.2% | Reduced |
| Two Sigma Investments, LP | 874,324 | $13.5M | 0.03% | +59,586+7.3% | Added |
| Sumitomo Mitsui Trust Holdings, Inc. | 722,943 | $11.2M | 0.01% | −44,541−5.8% | Reduced |
| Muzinich & Co., Inc. | 722,943 | $11.1M | 7.69% | −44,541−5.8% | Reduced |
| Regentatlantic Capital LLC | 716,803 | $11.1M | 0.31% | −268,359−27.2% | Reduced |
| Two Sigma Advisers, LP | 662,700 | $10.2M | 0.03% | −112,500−14.5% | Reduced |
| Natixis Advisors, L.P. | 583,434 | $9.01M | 0.03% | +27,426+4.9% | Added |
| McKinley Capital Management LLC /Delaware | 469,161 | $7.24M | 0.65% | −3,925−0.8% | Reduced |
| Zeke Capital Advisors, LLC | 464,866 | $7.18M | 0.42% | 00.0% | Unchanged |
| Hirtle Callaghan & Co LLC | 436,156 | $6.73M | 0.34% | – | – |
| Evergreen Capital Management LLC | 381,408 | $5.89M | 0.24% | +20,389+5.6% | Added |
| HB Wealth Management, LLC | 357,945 | $5.53M | 0.11% | +357,945 | New |
| Lehman & Derafelo Financial Resources LLC | 357,637 | $5.52M | 1.67% | −10,349−2.8% | Reduced |
| Principal Financial Group Inc | 351,529 | $5.43M | 0.00% | +351,529 | New |
| D. E. Shaw & Co., Inc. | 348,235 | $5.38M | 0.01% | +230,188+195.0% | Added |
| Confluence Investment Management LLC | 326,343 | $5.04M | 0.07% | −263−0.1% | Reduced |
| Rockefeller Capital Management L.P. | 308,851 | $4.77M | 0.02% | +55,803+22.1% | Added |
| Advisors Capital Management, LLC | 301,290 | $4.65M | 0.13% | +60,974+25.4% | Added |
| UBS Group AG | 293,872 | $4.54M | 0.00% | −4,130−1.4% | Reduced |
| Citadel Advisors LLC | 292,595 | $4.52M | 0.00% | +271,470+1,285.1% | Added |
| Relative Value Partners Group, LLC | 283,624 | $4.45M | 0.32% | +6,140+2.2% | Added |
| First Trust Advisors LP | 287,897 | $4.45M | 0.00% | −17,027−5.6% | Reduced |
| Polar Capital Holdings Plc | 287,850 | $4.44M | 0.02% | +200,000+227.7% | Added |
| Tranquility Partners, LLC | 285,774 | $4.41M | 2.04% | +24,611+9.4% | Added |
| Curi Capital | 261,071 | $4.03M | 0.70% | +36,637+16.3% | Added |
| HRT Financial LP | 244,081 | $3.77M | 0.02% | +244,081 | New |
| Edge Capital Group, LLC | 241,893 | $3.73M | 0.27% | +29,495+13.9% | Added |
| LPL Financial LLC | 241,781 | $3.73M | 0.00% | +31,011+14.7% | Added |
| Amitell Capital Pte Ltd | 238,715 | $3.69M | 2.56% | 00.0% | Unchanged |
| United Capital Financial Advisers, LLC | 236,870 | $3.66M | 0.02% | +20,470+9.5% | Added |
| New England Asset Management Inc | 232,876 | $3.60M | 0.06% | 00.0% | Unchanged |
| Allen Investment Management LLC | 230,375 | $3.56M | 0.04% | 00.0% | Unchanged |
| Veritable, L.P. | 230,319 | $3.56M | 0.05% | −4,261−1.8% | Reduced |
| Radnor Financial Advisors, LLC | 228,432 | $3.53M | 1.25% | −360,559−61.2% | Reduced |
| Hennion & Walsh Asset Management, Inc. | 227,662 | $3.52M | 0.17% | −4,426−1.9% | Reduced |
| Next Capital Management LLC | 220,411 | $3.40M | 2.34% | −630−0.3% | Reduced |
| ExodusPoint Capital Management, LP | 207,516 | $3.20M | 0.04% | +207,516 | New |
| Prairiewood Capital, LLC | 198,019 | $3.06M | 2.42% | +8,744+4.6% | Added |
| Global Endowment Management, LP | 188,100 | $2.90M | 0.21% | +78,100+71.0% | Added |
| Neuberger Berman Group LLC | 187,684 | $2.90M | 0.00% | −54,273−22.4% | Reduced |
| Eagle Bay Advisors LLC | 171,044 | $2.65M | 1.72% | +62,328+57.3% | Added |
| Ieq Capital, LLC | 167,551 | $2.59M | 0.06% | +110,000+191.1% | Added |
| Northeast Financial Consultants Inc | 161,202 | $2.49M | 0.15% | −5,261−3.2% | Reduced |
| Signaturefd, LLC | 157,685 | $2.44M | 0.07% | −147−0.1% | Reduced |
| Albion Financial Group | 156,457 | $2.42M | 0.19% | −198,383−55.9% | Reduced |
| Fieldpoint Private Securities, LLC | 154,359 | $2.38M | 0.47% | +1,166+0.8% | Added |
| Spearhead Capital Advisors, LLC | 150,000 | $2.32M | 0.28% | 00.0% | Unchanged |
| Texas Yale Capital Corp. | 148,414 | $2.29M | 0.12% | +7,439+5.3% | Added |
| Shikiar Asset Management Inc | 144,900 | $2.24M | 0.57% | +56,000+63.0% | Added |
| Schechter Investment Advisors, LLC | 141,332 | $2.18M | 0.20% | +141,332 | New |
| CIBC Private Wealth Group, LLC | 140,683 | $2.17M | 0.00% | −927−0.7% | Reduced |
| Concorde Asset Management, LLC | 137,958 | $2.13M | 1.30% | +52,711+61.8% | Added |
| Lido Advisors, LLC | 130,655 | $2.02M | 0.04% | −45,139−25.7% | Reduced |
| First Republic Investment Management, Inc. | 122,586 | $1.89M | 0.00% | −3,188−2.5% | Reduced |
| Edgemoor Investment Advisors, Inc. | 112,718 | $1.74M | 0.18% | −866−0.8% | Reduced |
| Neville Rodie & Shaw Inc | 111,395 | $1.72M | 0.12% | +10.0% | Added |
| Qube Research & Technologies Ltd | 105,584 | $1.63M | 0.01% | +105,584 | New |
| Brown Advisory Inc | 104,281 | $1.61M | 0.00% | +16,215+18.4% | Added |
| Jump Financial, LLC | 102,300 | $1.58M | 0.10% | +102,300 | New |
| Nicola Wealth Management Ltd. | 100,500 | $1.55M | 0.15% | +100,500 | New |
| Independent Family Office, LLC | 95,500 | $1.48M | 0.56% | +95,500 | New |
| Condor Capital Management | 95,336 | $1.47M | 0.16% | +86+0.1% | Added |
| Front Barnett Associates LLC | 89,992 | $1.39M | 0.13% | −13,438−13.0% | Reduced |
| Commonwealth Equity Services, LLC | 88,792 | $1.37M | 0.00% | −4,925−5.3% | Reduced |
| Invesco Ltd. | 88,612 | $1.37M | 0.00% | −40,506−31.4% | Reduced |
| Mid-American Wealth Advisory Group, Inc. | 86,106 | $1.33M | 1.07% | +86,106 | New |
| Mackenzie Financial Corp | 82,318 | $1.27M | 0.00% | +186+0.2% | Added |
| Legacy Capital Wealth Partners, LLC | 78,753 | $1.22M | 0.50% | +3,341+4.4% | Added |
| Axxcess Wealth Management, LLC | 77,668 | $1.20M | 0.09% | +77,668 | New |
| Stifel Financial Corp | 74,686 | $1.15M | 0.00% | +12,047+19.2% | Added |
| Jane Street Group, LLC | 73,612 | $1.14M | 0.00% | −1,082,196−93.6% | Reduced |
| Geneos Wealth Management Inc. | 72,355 | $1.12M | 0.04% | +1,409+2.0% | Added |
| Simon Quick Advisors, LLC | 70,901 | $1.09M | 0.29% | −35,848−33.6% | Reduced |
| LSV Asset Management | 69,100 | $1.07M | 0.00% | +58,900+577.5% | Added |
| Raymond James & Associates | 67,868 | $1.05M | 0.00% | −19,571−22.4% | Reduced |
| Parametric Portfolio Associates LLC | 65,203 | $1.01M | 0.00% | 00.0% | Unchanged |
| Royal Bank of Canada | 64,239 | $992.0K | 0.00% | +5,643+9.6% | Added |
| Pekin Hardy Strauss, Inc. | 63,665 | $983.0K | 0.13% | −18,951−22.9% | Reduced |
| Envestnet Asset Management Inc | 63,463 | $980.0K | 0.00% | −9,225−12.7% | Reduced |
| Marshall Wace, LLP | 62,921 | $972.0K | 0.00% | −198,863−76.0% | Reduced |