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 2023
Institutional positions in Golub Capital BDC, Inc. as of Dec 31, 2023. 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
- 260
- +15 vs. Q3 2023
- Shares held
- 68.7M
- +274.9K (+0.4%) vs. Q3 2023
- Total value
- $1.04B
- +$34.2M (+3.4%) vs. Q3 2023
- New holders
- 40
- 97 more added
- Sold out
- 25
- 77 more reduced
4 institutions that held it in Q3 2023 haven't filed for Q4 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 2023: 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 2023
Shares, value and share of portfolio for each institution holding Golub Capital BDC, Inc.; share changes are against Q3 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Avion Wealth | 13 | $0 | 0.00% | 00.0% | Unchanged |
| Sofos Investments, Inc. | 3 | $37 | 0.00% | +3 | New |
| GAMMA Investing LLC | 49 | $748 | 0.00% | +49 | New |
| Tucker Asset Management LLC | 78 | $1.18K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 145 | $2.00K | 0.00% | +145 | New |
| Glen Eagle Advisors, LLC | 163 | $2.45K | 0.00% | +5+3.2% | Added |
| Hexagon Capital Partners LLC | 208 | $3.14K | 0.00% | −77−27.0% | Reduced |
| Retirement Group, LLC | 225 | $3.40K | 0.00% | 00.0% | Unchanged |
| Delta Asset Management LLC | 310 | $4.68K | 0.00% | 00.0% | Unchanged |
| BKM Wealth Management, LLC | 323 | $4.88K | 0.00% | +323 | New |
| Neo Ivy Capital Management | 337 | $5.00K | 0.01% | +337 | New |
| EverSource Wealth Advisors, LLC | 377 | $5.69K | 0.00% | +22+6.2% | Added |
| Pin Oak Investment Advisors Inc | 460 | $7.00K | 0.01% | 00.0% | Unchanged |
| Rothschild Investment LLC | 500 | $7.55K | 0.00% | +500 | New |
| Baystate Wealth Management LLC | 602 | $9.10K | 0.00% | +602 | New |
| Steward Partners Investment Advisory, LLC | 700 | $10.6K | 0.00% | 00.0% | Unchanged |
| Cape Investment Advisory, Inc. | 740 | $11.2K | 0.01% | +740 | New |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 800 | $12.1K | 0.00% | 00.0% | Unchanged |
| Raleigh Capital Management Inc. | 885 | $13.4K | 0.01% | +85+10.6% | Added |
| Valley National Advisers Inc | 1,000 | $15.0K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 1,000 | $15.1K | 0.00% | +500+100.0% | Added |
| IFP Advisors, Inc | 1,087 | $16.4K | 0.00% | −67−5.8% | Reduced |
| Allworth Financial LP | 1,097 | $16.6K | 0.00% | +14+1.3% | Added |
| Beacon Capital Management, LLC | 1,199 | $17.6K | 0.00% | 00.0% | Unchanged |
| Quarry LP | 1,174 | $17.7K | 0.01% | +694+144.6% | Added |
| Quadrant Capital Group LLC | 1,329 | $20.1K | 0.00% | −144−9.8% | Reduced |
| Tower Research Capital LLC (TRC) | 1,696 | $25.6K | 0.00% | −1,043−38.1% | Reduced |
| Spire Wealth Management | 1,796 | $27.7K | 0.00% | 00.0% | Unchanged |
| Armstrong Advisory Group, Inc | 1,882 | $28.4K | 0.00% | 00.0% | Unchanged |
| Advisory Services Network, LLC | 1,906 | $28.8K | 0.00% | +1,906 | New |
| Montag A & Associates Inc | 2,000 | $30.2K | 0.00% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 2,125 | $32.1K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 2,199 | $33.2K | 0.00% | +2,000+1,005.0% | Added |
| US Bancorp | 2,296 | $34.7K | 0.00% | +713+45.0% | Added |
| Clearstead Advisors, LLC | 3,070 | $46.4K | 0.00% | 00.0% | Unchanged |
| Basso Capital Management, L.P. | 3,300 | $49.8K | 0.05% | 00.0% | Unchanged |
| Nomura Asset Management Co Ltd | 3,463 | $52.3K | 0.00% | +1,508+77.1% | Added |
| Hillsdale Investment Management Inc. | 3,520 | $53.2K | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 3,760 | $56.8K | 0.01% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 4,030 | $60.9K | 0.00% | +4,030 | New |
| BNP Paribas Arbitrage, SA | 4,958 | $74.9K | 0.00% | −25,600−83.8% | Reduced |
| EntryPoint Capital, LLC | 5,589 | $84.4K | 0.08% | +5,589 | New |
| Lazard Asset Management LLC | 8,199 | $123.0K | 0.00% | +8,199 | New |
| Focused Wealth Management, Inc | 9,406 | $142.0K | 0.02% | 00.0% | Unchanged |
| Larson Financial Group LLC | 9,634 | $145.5K | 0.01% | 00.0% | Unchanged |
| Axxcess Wealth Management, LLC | 10,000 | $151.0K | 0.00% | −5,816−36.8% | Reduced |
| Cary Street Partner Investment Advisory LLC | 10,000 | $151.0K | 0.01% | +10,000 | New |
| Mattern Wealth Management LLC | 10,000 | $151.0K | 0.04% | +10,000 | New |
| Latitude Advisors, LLC | 10,056 | $151.8K | 0.11% | +10,056 | New |
| Perigon Wealth Management, LLC | 10,307 | $155.6K | 0.01% | +10,307 | New |
| Mercer Global Advisors Inc | 10,397 | $157.0K | 0.00% | −179−1.7% | Reduced |
| Cherrydale Wealth Management, LLC | 10,425 | $157.4K | 0.08% | +303+3.0% | Added |
| CFO4Life Group, LLC | 10,741 | $162.2K | 0.03% | −2,388−18.2% | Reduced |
| Mandatum Life Insurance Co Ltd | 11,276 | $170.3K | 0.06% | +11,276 | New |
| Evanson Asset Management, LLC | 11,363 | $171.6K | 0.01% | +283+2.6% | Added |
| Atria Wealth Solutions, Inc. | 11,386 | $171.9K | 0.00% | −1,302−10.3% | Reduced |
| Grimes & Company, Inc. | 11,421 | $172.5K | 0.01% | +325+2.9% | Added |
| Cipher Capital LP | 11,879 | $179.4K | 0.06% | +11,879 | New |
| NBT Bank N A | 12,300 | $185.7K | 0.01% | 00.0% | Unchanged |
| Wambolt & Associates, LLC | 12,458 | $188.1K | 0.06% | −1,936−13.5% | Reduced |
| Oppenheimer & Co Inc | 12,491 | $188.6K | 0.00% | +12,491 | New |
| Beaumont Financial Advisors, LLC | 12,528 | $189.2K | 0.02% | +240+2.0% | Added |
| Squarepoint Ops LLC | 12,575 | $189.9K | 0.00% | +12,575 | New |
| Mission Wealth Management, LP | 12,863 | $194.2K | 0.01% | 00.0% | Unchanged |
| Kestra Advisory Services, LLC | 13,546 | $204.5K | 0.00% | +747+5.8% | Added |
| Naviter Wealth, LLC | 13,568 | $204.9K | 0.04% | 00.0% | Unchanged |
| Deerfield Management Company, L.P. (Series C) | 13,955 | $210.7K | 0.00% | +13,955 | New |
| The PNC Financial Services Group, Inc. | 14,000 | $211.4K | 0.00% | +9,676+223.8% | Added |
| Romano Brothers and Company | 14,225 | $214.8K | 0.03% | 00.0% | Unchanged |
| Pine Valley Investments Ltd Liability Co | 14,769 | $223.0K | 0.02% | −487−3.2% | Reduced |
| Evoke Wealth, LLC | 14,914 | $225.2K | 0.45% | −42,042−73.8% | Reduced |
| Core Wealth Partners LLC | 15,060 | $227.4K | 0.19% | 00.0% | Unchanged |
| State of Wyoming | 15,260 | $230.4K | 0.04% | +5,036+49.3% | Added |
| Quent Capital, LLC | 15,311 | $231.2K | 0.03% | 00.0% | Unchanged |
| Wealthspire Advisors, LLC | 15,520 | $234.4K | 0.00% | 00.0% | Unchanged |
| Creative Planning | 15,565 | $235.0K | 0.00% | +1,695+12.2% | Added |
| Fox Run Management, L.L.C. | 15,711 | $237.2K | 0.06% | −6,657−29.8% | Reduced |
| Aigen Investment Management, LP | 15,869 | $239.6K | 0.04% | +15,869 | New |
| Chilton Investment Co LLC | 16,166 | $244.1K | 0.01% | +16,166 | New |
| Beverly Hills Private Wealth, LLC | 16,866 | $254.7K | 0.07% | +240+1.4% | Added |
| Strategic Wealth Partners, Ltd. | 16,970 | $256.2K | 0.03% | −338−2.0% | Reduced |
| Campbell & CO Investment Adviser LLC | 17,240 | $260.3K | 0.02% | +4,745+38.0% | Added |
| New World Advisors LLC | 17,953 | $271.1K | 0.08% | 00.0% | Unchanged |
| Caxton Associates LP | 18,000 | $271.8K | 0.01% | +18,000 | New |
| Comerica Bank | 18,221 | $275.1K | 0.00% | +149+0.8% | Added |
| Umb Bank N A | 18,504 | $279.4K | 0.00% | 00.0% | Unchanged |
| Chicago Partners Investment Group LLC | 18,575 | $286.1K | 0.01% | +771+4.3% | Added |
| MML Investors Services, LLC | 19,021 | $287.0K | 0.00% | +1,142+6.4% | Added |
| Raymond James Financial Services Advisors, Inc. | 19,629 | $296.4K | 0.00% | +2,083+11.9% | Added |
| Evergreen Capital Management LLC | 20,312 | $306.7K | 0.01% | +177+0.9% | Added |
| Wealth Enhancement Advisory Services, LLC | 20,833 | $314.6K | 0.00% | +20,833 | New |
| Truvestments Capital LLC | 20,952 | $316.4K | 0.14% | +20,952 | New |
| ProShare Advisors LLC | 21,081 | $318.3K | 0.00% | −2,399−10.2% | Reduced |
| M&T Bank Corp | 21,397 | $323.1K | 0.00% | +213+1.0% | Added |
| Manufacturers Life Insurance Company, The | 21,427 | $323.5K | 0.00% | −379−1.7% | Reduced |
| Northstar Group, Inc. | 21,538 | $325.2K | 0.07% | 00.0% | Unchanged |
| Eagle Global Advisors LLC | 21,620 | $326.5K | 0.02% | 00.0% | Unchanged |
| Onyx Bridge Wealth Group LLC | 21,899 | $330.7K | 0.07% | +635+3.0% | Added |
| Port Capital LLC | 22,000 | $332.0K | 0.02% | 00.0% | Unchanged |
| Eqis Capital Management, Inc. | 22,573 | $340.9K | 0.03% | +1,286+6.0% | Added |