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 |
|---|---|---|---|---|---|
| Evanson Asset Management, LLC | 33,066 | $511.0K | 0.05% | +214+0.7% | Added |
| Virtus ETF Advisers LLC | 33,997 | $525.0K | 0.20% | −3,924−10.3% | Reduced |
| Rockland Trust Co | 34,043 | $526.0K | 0.03% | 00.0% | Unchanged |
| Trust Co of Vermont | 34,355 | $530.0K | 0.03% | 00.0% | Unchanged |
| Foundations Investment Advisors, LLC | 33,419 | $530.0K | 0.02% | +143+0.4% | Added |
| Ameriprise Financial Inc | 34,409 | $531.0K | 0.00% | +11,466+50.0% | Added |
| Graham Capital Management, L.P. | 36,157 | $558.0K | 0.03% | +36,157 | New |
| Amplius Wealth Advisors, LLC | 38,254 | $590.0K | 0.08% | +38,254 | New |
| Northstar Group, Inc. | 39,999 | $617.0K | 0.15% | +7,739+24.0% | Added |
| Thrivent Financial for Lutherans | 40,009 | $618.0K | 0.00% | −29,878−42.8% | Reduced |
| AE Wealth Management LLC | 40,603 | $627.0K | 0.00% | +302+0.7% | Added |
| International Assets Investment Management, LLC | 41,673 | $643.0K | 0.11% | 00.0% | Unchanged |
| Cubist Systematic Strategies, LLC | 41,869 | $646.0K | 0.01% | +19,697+88.8% | Added |
| Toroso Investments, LLC | 42,261 | $653.0K | 0.02% | +9,911+30.6% | Added |
| Mercer Global Advisors Inc | 42,773 | $660.0K | 0.00% | −3,796−8.2% | Reduced |
| Stone Run Capital, LLC | 43,000 | $664.0K | 0.21% | 00.0% | Unchanged |
| GraniteShares Advisors LLC | 45,791 | $707.0K | 0.33% | +45,791 | New |
| Parallel Advisors, LLC | 50,008 | $772.0K | 0.03% | +4,236+9.3% | Added |
| Family Management Corp | 51,334 | $793.0K | 0.21% | −229−0.4% | Reduced |
| Bank of New York Mellon Corp | 54,677 | $845.0K | 0.00% | +5,769+11.8% | Added |
| D.A. Davidson & Co. | 56,881 | $878.0K | 0.01% | +16,821+42.0% | Added |
| HSBC Holdings PLC | 57,666 | $890.0K | 0.00% | 00.0% | Unchanged |
| Advisors Asset Management, Inc. | 58,259 | $899.5K | 0.01% | −746−1.3% | Reduced |
| Delphi Financial Group, Inc. | 58,746 | $907.0K | 0.28% | 00.0% | Unchanged |
| Great West Life Assurance Co | 59,560 | $916.0K | 0.00% | −1,823−3.0% | Reduced |
| Nicholas Hoffman & Company, LLC. | 60,188 | $929.0K | 0.03% | +2,201+3.8% | Added |
| Aj Wealth Strategies, LLC | 62,391 | $963.0K | 0.05% | +7,340+13.3% | Added |
| Marshall Wace, LLP | 62,921 | $972.0K | 0.00% | −198,863−76.0% | Reduced |
| Envestnet Asset Management Inc | 63,463 | $980.0K | 0.00% | −9,225−12.7% | Reduced |
| Pekin Hardy Strauss, Inc. | 63,665 | $983.0K | 0.13% | −18,951−22.9% | Reduced |
| Royal Bank of Canada | 64,239 | $992.0K | 0.00% | +5,643+9.6% | Added |
| Parametric Portfolio Associates LLC | 65,203 | $1.01M | 0.00% | 00.0% | Unchanged |
| Raymond James & Associates | 67,868 | $1.05M | 0.00% | −19,571−22.4% | Reduced |
| LSV Asset Management | 69,100 | $1.07M | 0.00% | +58,900+577.5% | Added |
| Simon Quick Advisors, LLC | 70,901 | $1.09M | 0.29% | −35,848−33.6% | Reduced |
| Geneos Wealth Management Inc. | 72,355 | $1.12M | 0.04% | +1,409+2.0% | Added |
| Jane Street Group, LLC | 73,612 | $1.14M | 0.00% | −1,082,196−93.6% | Reduced |
| Stifel Financial Corp | 74,686 | $1.15M | 0.00% | +12,047+19.2% | Added |
| Axxcess Wealth Management, LLC | 77,668 | $1.20M | 0.09% | +77,668 | New |
| Legacy Capital Wealth Partners, LLC | 78,753 | $1.22M | 0.50% | +3,341+4.4% | Added |
| Mackenzie Financial Corp | 82,318 | $1.27M | 0.00% | +186+0.2% | Added |
| Mid-American Wealth Advisory Group, Inc. | 86,106 | $1.33M | 1.07% | +86,106 | New |
| Invesco Ltd. | 88,612 | $1.37M | 0.00% | −40,506−31.4% | Reduced |
| Commonwealth Equity Services, LLC | 88,792 | $1.37M | 0.00% | −4,925−5.3% | Reduced |
| Front Barnett Associates LLC | 89,992 | $1.39M | 0.13% | −13,438−13.0% | Reduced |
| Condor Capital Management | 95,336 | $1.47M | 0.16% | +86+0.1% | Added |
| Independent Family Office, LLC | 95,500 | $1.48M | 0.56% | +95,500 | New |
| Nicola Wealth Management Ltd. | 100,500 | $1.55M | 0.15% | +100,500 | New |
| Jump Financial, LLC | 102,300 | $1.58M | 0.10% | +102,300 | New |
| Brown Advisory Inc | 104,281 | $1.61M | 0.00% | +16,215+18.4% | Added |
| Qube Research & Technologies Ltd | 105,584 | $1.63M | 0.01% | +105,584 | New |
| Neville Rodie & Shaw Inc | 111,395 | $1.72M | 0.12% | +10.0% | Added |
| Edgemoor Investment Advisors, Inc. | 112,718 | $1.74M | 0.18% | −866−0.8% | Reduced |
| First Republic Investment Management, Inc. | 122,586 | $1.89M | 0.00% | −3,188−2.5% | Reduced |
| Lido Advisors, LLC | 130,655 | $2.02M | 0.04% | −45,139−25.7% | Reduced |
| Concorde Asset Management, LLC | 137,958 | $2.13M | 1.30% | +52,711+61.8% | Added |
| CIBC Private Wealth Group, LLC | 140,683 | $2.17M | 0.00% | −927−0.7% | Reduced |
| Schechter Investment Advisors, LLC | 141,332 | $2.18M | 0.20% | +141,332 | New |
| Shikiar Asset Management Inc | 144,900 | $2.24M | 0.57% | +56,000+63.0% | Added |
| Texas Yale Capital Corp. | 148,414 | $2.29M | 0.12% | +7,439+5.3% | Added |
| Spearhead Capital Advisors, LLC | 150,000 | $2.32M | 0.28% | 00.0% | Unchanged |
| Fieldpoint Private Securities, LLC | 154,359 | $2.38M | 0.47% | +1,166+0.8% | Added |
| Albion Financial Group | 156,457 | $2.42M | 0.19% | −198,383−55.9% | Reduced |
| Signaturefd, LLC | 157,685 | $2.44M | 0.07% | −147−0.1% | Reduced |
| Northeast Financial Consultants Inc | 161,202 | $2.49M | 0.15% | −5,261−3.2% | Reduced |
| Ieq Capital, LLC | 167,551 | $2.59M | 0.06% | +110,000+191.1% | Added |
| Eagle Bay Advisors LLC | 171,044 | $2.65M | 1.72% | +62,328+57.3% | Added |
| Neuberger Berman Group LLC | 187,684 | $2.90M | 0.00% | −54,273−22.4% | Reduced |
| Global Endowment Management, LP | 188,100 | $2.90M | 0.21% | +78,100+71.0% | Added |
| Prairiewood Capital, LLC | 198,019 | $3.06M | 2.42% | +8,744+4.6% | Added |
| ExodusPoint Capital Management, LP | 207,516 | $3.20M | 0.04% | +207,516 | New |
| Next Capital Management LLC | 220,411 | $3.40M | 2.34% | −630−0.3% | Reduced |
| Hennion & Walsh Asset Management, Inc. | 227,662 | $3.52M | 0.17% | −4,426−1.9% | Reduced |
| Radnor Financial Advisors, LLC | 228,432 | $3.53M | 1.25% | −360,559−61.2% | Reduced |
| Veritable, L.P. | 230,319 | $3.56M | 0.05% | −4,261−1.8% | Reduced |
| Allen Investment Management LLC | 230,375 | $3.56M | 0.04% | 00.0% | Unchanged |
| New England Asset Management Inc | 232,876 | $3.60M | 0.06% | 00.0% | Unchanged |
| United Capital Financial Advisers, LLC | 236,870 | $3.66M | 0.02% | +20,470+9.5% | Added |
| Amitell Capital Pte Ltd | 238,715 | $3.69M | 2.56% | 00.0% | Unchanged |
| LPL Financial LLC | 241,781 | $3.73M | 0.00% | +31,011+14.7% | Added |
| Edge Capital Group, LLC | 241,893 | $3.73M | 0.27% | +29,495+13.9% | Added |
| HRT Financial LP | 244,081 | $3.77M | 0.02% | +244,081 | New |
| Curi Capital | 261,071 | $4.03M | 0.70% | +36,637+16.3% | Added |
| Tranquility Partners, LLC | 285,774 | $4.41M | 2.04% | +24,611+9.4% | Added |
| Polar Capital Holdings Plc | 287,850 | $4.44M | 0.02% | +200,000+227.7% | Added |
| First Trust Advisors LP | 287,897 | $4.45M | 0.00% | −17,027−5.6% | Reduced |
| Relative Value Partners Group, LLC | 283,624 | $4.45M | 0.32% | +6,140+2.2% | Added |
| Citadel Advisors LLC | 292,595 | $4.52M | 0.00% | +271,470+1,285.1% | Added |
| UBS Group AG | 293,872 | $4.54M | 0.00% | −4,130−1.4% | Reduced |
| Advisors Capital Management, LLC | 301,290 | $4.65M | 0.13% | +60,974+25.4% | Added |
| Rockefeller Capital Management L.P. | 308,851 | $4.77M | 0.02% | +55,803+22.1% | Added |
| Confluence Investment Management LLC | 326,343 | $5.04M | 0.07% | −263−0.1% | Reduced |
| D. E. Shaw & Co., Inc. | 348,235 | $5.38M | 0.01% | +230,188+195.0% | Added |
| Principal Financial Group Inc | 351,529 | $5.43M | 0.00% | +351,529 | New |
| Lehman & Derafelo Financial Resources LLC | 357,637 | $5.52M | 1.67% | −10,349−2.8% | Reduced |
| HB Wealth Management, LLC | 357,945 | $5.53M | 0.11% | +357,945 | New |
| Evergreen Capital Management LLC | 381,408 | $5.89M | 0.24% | +20,389+5.6% | Added |
| Hirtle Callaghan & Co LLC | 436,156 | $6.73M | 0.34% | – | – |
| Zeke Capital Advisors, LLC | 464,866 | $7.18M | 0.42% | 00.0% | Unchanged |
| McKinley Capital Management LLC /Delaware | 469,161 | $7.24M | 0.65% | −3,925−0.8% | Reduced |