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, Q3 2022
Institutional positions in Golub Capital BDC, Inc. as of Sep 30, 2022. 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
- 230
- −7 vs. Q2 2022
- Shares held
- 73.4M
- +905.5K (+1.2%) vs. Q2 2022
- Total value
- $910.2M
- −$30.4M (−3.2%) vs. Q2 2022
- New holders
- 30
- 92 more added
- Sold out
- 37
- 63 more reduced
4 institutions that held it in Q2 2022 haven't filed for Q3 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 2022: 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, Q3 2022
Shares, value and share of portfolio for each institution holding Golub Capital BDC, Inc.; share changes are against Q2 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Momentum Advisors, LLC | 34,630 | $429.0K | 0.47% | +1,327+4.0% | Added |
| Cowen Prime Advisors LLC | 34,800 | $431.0K | 0.25% | −24−0.1% | Reduced |
| Simon Quick Advisors, LLC | 35,075 | $435.0K | 0.06% | −17,775−33.6% | Reduced |
| Virtus Investment Advisers, Inc. | 35,905 | $445.0K | 0.20% | +35,905 | New |
| Northstar Group, Inc. | 38,138 | $472.0K | 0.14% | −949−2.4% | Reduced |
| Amplius Wealth Advisors, LLC | 38,254 | $474.0K | 0.08% | 00.0% | Unchanged |
| Mackenzie Financial Corp | 39,768 | $493.0K | 0.00% | −14,003−26.0% | Reduced |
| Advisors Asset Management, Inc. | 40,139 | $497.0K | 0.01% | +59+0.1% | Added |
| Balyasny Asset Management LLC | 40,745 | $505.0K | 0.00% | +40,745 | New |
| Riverbridge Partners LLC | 41,650 | $516.0K | 0.01% | +1,129+2.8% | Added |
| Banque Pictet & Cie SA | 43,224 | $535.5K | 0.01% | +974+2.3% | Added |
| Pictet North America Advisors SA | 43,224 | $535.5K | 0.09% | +974+2.3% | Added |
| International Assets Investment Management, LLC | 45,323 | $562.0K | 0.12% | +3,650+8.8% | Added |
| Toroso Investments, LLC | 45,952 | $569.0K | 0.02% | +901+2.0% | Added |
| LSV Asset Management | 46,600 | $577.0K | 0.00% | −22,942−33.0% | Reduced |
| Cetera Advisors LLC | 47,359 | $587.0K | 0.02% | +47,359 | New |
| Janney Montgomery Scott LLC | 47,898 | $593.0K | 0.00% | +9,183+23.7% | Added |
| Northern Trust Corp | 48,100 | $596.0K | 0.00% | +11,267+30.6% | Added |
| M Holdings Securities, Inc. | 48,744 | $604.0K | 0.07% | +21,663+80.0% | Added |
| AE Wealth Management LLC | 48,971 | $607.0K | 0.00% | +2,248+4.8% | Added |
| Global Endowment Management, LP | 50,000 | $620.0K | 0.06% | −60,000−54.5% | Reduced |
| Royal Bank of Canada | 50,229 | $623.0K | 0.00% | +1,381+2.8% | Added |
| GraniteShares Advisors LLC | 51,129 | $633.0K | 0.51% | −610−1.2% | Reduced |
| Blair William & Co | 52,376 | $649.0K | 0.00% | +1,000+1.9% | Added |
| Bank of New York Mellon Corp | 53,315 | $661.0K | 0.00% | +8,493+18.9% | Added |
| Pekin Hardy Strauss, Inc. | 54,091 | $670.0K | 0.11% | −553−1.0% | Reduced |
| Geneos Wealth Management Inc. | 55,847 | $691.0K | 0.05% | −11,230−16.7% | Reduced |
| Raymond James & Associates | 56,650 | $702.0K | 0.00% | −2,879−4.8% | Reduced |
| HSBC Holdings PLC | 57,666 | $714.0K | 0.00% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 57,727 | $714.0K | 0.00% | +8,803+18.0% | Added |
| Front Barnett Associates LLC | 58,722 | $728.0K | 0.10% | −10.0% | Reduced |
| Nicholas Hoffman & Company, LLC. | 58,853 | $729.0K | 0.03% | +2,550+4.5% | Added |
| Invesco Ltd. | 63,528 | $787.0K | 0.00% | +27,678+77.2% | Added |
| Envestnet Asset Management Inc | 70,771 | $877.0K | 0.00% | +4,547+6.9% | Added |
| Parallel Advisors, LLC | 70,959 | $879.0K | 0.04% | −3,437−4.6% | Reduced |
| Cynosure Management, LLC | 71,402 | $885.0K | 0.95% | +71,402 | New |
| Stifel Financial Corp | 76,754 | $951.0K | 0.00% | −8,547−10.0% | Reduced |
| Jump Financial, LLC | 81,949 | $1.02M | 0.04% | −66,951−45.0% | Reduced |
| Legacy Capital Wealth Partners, LLC | 84,412 | $1.05M | 0.55% | +3,974+4.9% | Added |
| Callodine Capital Management, LP | 85,000 | $1.05M | 0.33% | +35,000+70.0% | Added |
| Axxcess Wealth Management, LLC | 85,068 | $1.05M | 0.11% | +58+0.1% | Added |
| D.A. Davidson & Co. | 85,100 | $1.05M | 0.01% | +4,146+5.1% | Added |
| Commonwealth Equity Services, LLC | 88,841 | $1.10M | 0.00% | +1,768+2.0% | Added |
| Snowden Capital Advisors LLC | 92,041 | $1.14M | 0.05% | +92,041 | New |
| Independent Family Office, LLC | 95,500 | $1.18M | 0.58% | 00.0% | Unchanged |
| Ameriprise Financial Inc | 95,968 | $1.19M | 0.00% | +3,193+3.4% | Added |
| Principal Financial Group Inc | 99,291 | $1.23M | 0.00% | −173,452−63.6% | Reduced |
| First Republic Investment Management, Inc. | 100,376 | $1.24M | 0.00% | +15,056+17.6% | Added |
| Neville Rodie & Shaw Inc | 105,967 | $1.31M | 0.13% | −5,499−4.9% | Reduced |
| Signaturefd, LLC | 105,988 | $1.31M | 0.04% | +635+0.6% | Added |
| Mariner, LLC | 108,238 | $1.34M | 0.01% | +108,238 | New |
| Edgemoor Investment Advisors, Inc. | 110,250 | $1.37M | 0.18% | −593−0.5% | Reduced |
| Shikiar Asset Management Inc | 120,640 | $1.50M | 0.60% | −20,850−14.7% | Reduced |
| Baillie Gifford & Co | 122,100 | $1.51M | 0.00% | 00.0% | Unchanged |
| Brown Advisory Inc | 127,352 | $1.58M | 0.00% | +14,292+12.6% | Added |
| Schechter Investment Advisors, LLC | 138,975 | $1.72M | 0.17% | +174+0.1% | Added |
| Graham Capital Management, L.P. | 140,250 | $1.74M | 0.07% | +140,250 | New |
| First Trust Advisors LP | 142,754 | $1.77M | 0.00% | −3,623−2.5% | Reduced |
| Condor Capital Management | 143,750 | $1.78M | 0.23% | +8,538+6.3% | Added |
| Regentatlantic Capital LLC | 145,226 | $1.80M | 0.05% | −344,518−70.3% | Reduced |
| CIBC Private Wealth Group, LLC | 148,668 | $1.84M | 0.00% | +8,257+5.9% | Added |
| Northeast Financial Consultants Inc | 152,697 | $1.89M | 0.14% | +184+0.1% | Added |
| Texas Yale Capital Corp. | 152,740 | $1.89M | 0.12% | +9,840+6.9% | Added |
| Susquehanna Fundamental Investments, LLC | 161,164 | $2.00M | 0.03% | +161,164 | New |
| Ieq Capital, LLC | 162,314 | $2.01M | 0.06% | +415+0.3% | Added |
| Albion Financial Group | 163,388 | $2.02M | 0.21% | −8,276−4.8% | Reduced |
| Nicola Wealth Management Ltd. | 169,000 | $2.09M | 0.23% | 00.0% | Unchanged |
| Lido Advisors, LLC | 176,532 | $2.19M | 0.04% | −10,907−5.8% | Reduced |
| Great West Life Assurance Co | 179,534 | $2.22M | 0.01% | +8,931+5.2% | Added |
| Lehman & Derafelo Financial Resources LLC | 197,584 | $2.45M | 0.78% | −156,000−44.1% | Reduced |
| Atria Investments LLC | 199,866 | $2.48M | 0.05% | +85,315+74.5% | Added |
| United Capital Financial Advisers, LLC | 209,370 | $2.59M | 0.02% | −20,500−8.9% | Reduced |
| LPL Financial LLC | 222,588 | $2.76M | 0.00% | +22,078+11.0% | Added |
| Captrust Financial Advisors | 222,679 | $2.76M | 0.02% | +222,679 | New |
| Allen Investment Management LLC | 230,375 | $2.85M | 0.05% | 00.0% | Unchanged |
| Hennion & Walsh Asset Management, Inc. | 231,351 | $2.87M | 0.19% | +6,960+3.1% | Added |
| New England Asset Management Inc | 232,876 | $2.88M | 0.05% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 243,448 | $3.04M | 1.89% | +84,856+53.5% | Added |
| HB Wealth Management, LLC | 259,950 | $3.22M | 0.07% | +142,373+121.1% | Added |
| Prairiewood Capital, LLC | 261,848 | $3.24M | 2.67% | −14,875−5.4% | Reduced |
| Goldman Sachs Group Inc | 275,042 | $3.41M | 0.00% | +68,062+32.9% | Added |
| Polar Capital Holdings Plc | 283,435 | $3.51M | 0.03% | −6,445−2.2% | Reduced |
| Curi Capital | 313,547 | $3.88M | 0.65% | +26,824+9.4% | Added |
| Two Sigma Investments, LP | 316,392 | $3.92M | 0.01% | −106,036−25.1% | Reduced |
| New Vernon Capital Holdings II LLC | 316,404 | $3.92M | 4.09% | +316,404 | New |
| UBS Group AG | 330,692 | $4.10M | 0.00% | +6,995+2.2% | Added |
| Relative Value Partners Group, LLC | 332,811 | $4.12M | 0.34% | +20,143+6.4% | Added |
| Edge Capital Group, LLC | 338,064 | $4.19M | 0.34% | +36,184+12.0% | Added |
| Tranquility Partners, LLC | 347,351 | $4.30M | 2.40% | +13,307+4.0% | Added |
| Confluence Investment Management LLC | 348,397 | $4.32M | 0.07% | −2,354−0.7% | Reduced |
| Neuberger Berman Group LLC | 361,752 | $4.48M | 0.00% | +21,843+6.4% | Added |
| Next Capital Management LLC | 374,246 | $4.64M | 3.50% | +92,848+33.0% | Added |
| Veritable, L.P. | 384,434 | $4.76M | 0.09% | −10,758−2.7% | Reduced |
| Advisors Capital Management, LLC | 368,618 | $4.87M | 0.13% | +33,325+9.9% | Added |
| Clough Capital Partners L P | 403,300 | $5.00M | 0.75% | +403,300 | New |
| Credit Suisse AG | 411,653 | $5.10M | 0.01% | −12,529−3.0% | Reduced |
| HighTower Advisors, LLC | 439,634 | $5.44M | 0.01% | −129,134−22.7% | Reduced |
| Rockefeller Capital Management L.P. | 464,735 | $5.76M | 0.03% | +210,145+82.5% | Added |
| Zeke Capital Advisors, LLC | 464,866 | $5.76M | 0.42% | 00.0% | Unchanged |
| McKinley Capital Management LLC /Delaware | 490,628 | $6.08M | 0.82% | +14,699+3.1% | Added |