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 |
|---|---|---|---|---|---|
| Atria Investments LLC | 71,118 | $1.07M | 0.02% | −116,112−62.0% | Reduced |
| Envestnet Asset Management Inc | 69,663 | $1.05M | 0.00% | −3,876−5.3% | Reduced |
| HRT Financial LP | 68,795 | $1.04M | 0.01% | +53,910+362.2% | Added |
| Quest Partners LLC | 68,130 | $1.03M | 0.22% | +68,130 | New |
| Invesco Ltd. | 67,906 | $1.03M | 0.00% | −3,636−5.1% | Reduced |
| Castlekeep Investment Advisors LLC | 66,704 | $1.01M | 0.72% | +66,704 | New |
| United Capital Financial Advisers, LLC | 66,170 | $999.2K | 0.01% | −147,285−69.0% | Reduced |
| Aquatic Capital Management LLC | 61,700 | $932.0K | 0.02% | +58,600+1,890.3% | Added |
| Toroso Investments, LLC | 61,461 | $928.1K | 0.02% | +2,721+4.6% | Added |
| Silverberg Bernstein Capital Management LLC | 60,100 | $907.5K | 0.87% | +60,100 | New |
| Northern Trust Corp | 59,236 | $894.5K | 0.00% | −31,451−34.7% | Reduced |
| Ameriprise Financial Inc | 58,309 | $880.5K | 0.00% | +5,156+9.7% | Added |
| Klingman & Associates, LLC | 55,750 | $841.8K | 0.06% | 00.0% | Unchanged |
| Family Management Corp | 55,359 | $835.9K | 0.17% | −7,089−11.4% | Reduced |
| Schonfeld Strategic Advisors LLC | 55,300 | $835.0K | 0.01% | +26,100+89.4% | Added |
| Quantbot Technologies LP | 54,840 | $828.1K | 0.05% | +6,705+13.9% | Added |
| Royal Bank of Canada | 53,552 | $809.0K | 0.00% | −8,377−13.5% | Reduced |
| Neville Rodie & Shaw Inc | 53,220 | $803.0K | 0.07% | −4,778−8.2% | Reduced |
| TCW Group Inc | 52,893 | $798.7K | 0.01% | −43,061−44.9% | Reduced |
| Prelude Capital Management, LLC | 52,893 | $798.7K | 0.07% | −37,859−41.7% | Reduced |
| AE Wealth Management LLC | 49,019 | $765.2K | 0.00% | −126−0.3% | Reduced |
| Global Endowment Management, LP | 50,000 | $755.0K | 0.08% | 00.0% | Unchanged |
| Nations Financial Group Inc, | 45,006 | $679.6K | 0.06% | −58−0.1% | Reduced |
| BI Asset Management Fondsmaeglerselskab A/S | 44,699 | $675.0K | 0.01% | −19,624−30.5% | Reduced |
| Abundance Wealth Counselors | 41,783 | $631.0K | 0.16% | +6,971+20.0% | Added |
| GWM Advisors LLC | 40,191 | $626.9K | 0.01% | −2,762−6.4% | Reduced |
| Global Wealth Management Investment Advisory, Inc. | 40,923 | $617.9K | 0.16% | +170.0% | Added |
| Evercore Wealth Management, LLC | 40,250 | $607.8K | 0.01% | +2,263+6.0% | Added |
| Raymond James & Associates | 39,634 | $598.5K | 0.00% | −354−0.9% | Reduced |
| Geneos Wealth Management Inc. | 39,114 | $590.6K | 0.03% | −10,169−20.6% | Reduced |
| Amplius Wealth Advisors, LLC | 38,254 | $577.6K | 0.07% | 00.0% | Unchanged |
| Marshall Wace, LLP | 37,619 | $568.0K | 0.00% | +37,619 | New |
| Advisor Group Holdings, Inc. | 36,872 | $556.8K | 0.00% | −5,368−12.7% | Reduced |
| Nicholas Hoffman & Company, LLC. | 36,623 | $553.0K | 0.03% | −18,659−33.8% | Reduced |
| Golden State Equity Partners | 36,228 | $547.0K | 0.13% | −25−0.1% | Reduced |
| Wedbush Securities Inc | 36,211 | $547.0K | 0.02% | −9,550−20.9% | Reduced |
| Riverbridge Partners LLC | 36,150 | $545.9K | 0.01% | +315+0.9% | Added |
| Delphi Management Inc | 35,546 | $537.0K | 0.49% | +6,543+22.6% | Added |
| Trexquant Investment LP | 35,399 | $534.5K | 0.01% | −98,759−73.6% | Reduced |
| Winton Group Ltd | 34,846 | $526.2K | 0.04% | +8,704+33.3% | Added |
| Trust Co of Vermont | 34,355 | $518.8K | 0.03% | 00.0% | Unchanged |
| Moors & Cabot, Inc. | 34,149 | $515.6K | 0.03% | +63+0.2% | Added |
| Cetera Investment Advisers | 33,964 | $512.9K | 0.00% | +5,532+19.5% | Added |
| Pegasus Partners Ltd. | 33,220 | $501.6K | 0.06% | 00.0% | Unchanged |
| Silvercrest Asset Management Group LLC | 32,107 | $484.8K | 0.00% | +32,107 | New |
| Guggenheim Capital LLC | 32,080 | $484.4K | 0.00% | +1,200+3.9% | Added |
| Virtus Investment Advisers, Inc. | 31,186 | $470.9K | 0.35% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 30,913 | $466.8K | 0.05% | +48+0.2% | Added |
| RDA Financial Network | 30,736 | $464.1K | 0.18% | +175+0.6% | Added |
| Private Advisor Group, LLC | 30,472 | $460.1K | 0.00% | +12,992+74.3% | Added |
| Manhattan West Asset Management, LLC | 28,448 | $429.6K | 0.12% | 00.0% | Unchanged |
| Kayne Anderson Capital Advisors LP | 27,000 | $407.7K | 0.01% | +27,000 | New |
| MQS Management LLC | 26,453 | $399.4K | 0.22% | −19,053−41.9% | Reduced |
| Blair William & Co | 26,076 | $393.8K | 0.00% | 00.0% | Unchanged |
| Simon Quick Advisors, LLC | 25,788 | $389.4K | 0.03% | −4,543−15.0% | Reduced |
| Virtus ETF Advisers LLC | 25,715 | $388.3K | 0.25% | −12,210−32.2% | Reduced |
| Navellier & Associates Inc | 24,409 | $368.6K | 0.06% | +6,006+32.6% | Added |
| Quadrature Capital Ltd | 24,188 | $365.2K | 0.01% | +9,472+64.4% | Added |
| Prevail Innovative Wealth Advisors, LLC | 23,712 | $358.1K | 0.17% | +23,712 | New |
| Cambridge Investment Research Advisors, Inc. | 22,799 | $344.0K | 0.00% | −548−2.3% | Reduced |
| Eqis Capital Management, Inc. | 22,573 | $340.9K | 0.03% | +1,286+6.0% | Added |
| Port Capital LLC | 22,000 | $332.0K | 0.02% | 00.0% | Unchanged |
| Onyx Bridge Wealth Group LLC | 21,899 | $330.7K | 0.07% | +635+3.0% | Added |
| Eagle Global Advisors LLC | 21,620 | $326.5K | 0.02% | 00.0% | Unchanged |
| Northstar Group, Inc. | 21,538 | $325.2K | 0.07% | 00.0% | Unchanged |
| Manufacturers Life Insurance Company, The | 21,427 | $323.5K | 0.00% | −379−1.7% | Reduced |
| M&T Bank Corp | 21,397 | $323.1K | 0.00% | +213+1.0% | Added |
| ProShare Advisors LLC | 21,081 | $318.3K | 0.00% | −2,399−10.2% | Reduced |
| Truvestments Capital LLC | 20,952 | $316.4K | 0.14% | +20,952 | New |
| Wealth Enhancement Advisory Services, LLC | 20,833 | $314.6K | 0.00% | +20,833 | New |
| Evergreen Capital Management LLC | 20,312 | $306.7K | 0.01% | +177+0.9% | Added |
| Raymond James Financial Services Advisors, Inc. | 19,629 | $296.4K | 0.00% | +2,083+11.9% | Added |
| MML Investors Services, LLC | 19,021 | $287.0K | 0.00% | +1,142+6.4% | Added |
| Chicago Partners Investment Group LLC | 18,575 | $286.1K | 0.01% | +771+4.3% | Added |
| Umb Bank N A | 18,504 | $279.4K | 0.00% | 00.0% | Unchanged |
| Comerica Bank | 18,221 | $275.1K | 0.00% | +149+0.8% | Added |
| Caxton Associates LP | 18,000 | $271.8K | 0.01% | +18,000 | New |
| New World Advisors LLC | 17,953 | $271.1K | 0.08% | 00.0% | Unchanged |
| Campbell & CO Investment Adviser LLC | 17,240 | $260.3K | 0.02% | +4,745+38.0% | Added |
| Strategic Wealth Partners, Ltd. | 16,970 | $256.2K | 0.03% | −338−2.0% | Reduced |
| Beverly Hills Private Wealth, LLC | 16,866 | $254.7K | 0.07% | +240+1.4% | Added |
| Chilton Investment Co LLC | 16,166 | $244.1K | 0.01% | +16,166 | New |
| Aigen Investment Management, LP | 15,869 | $239.6K | 0.04% | +15,869 | New |
| Fox Run Management, L.L.C. | 15,711 | $237.2K | 0.06% | −6,657−29.8% | Reduced |
| Creative Planning | 15,565 | $235.0K | 0.00% | +1,695+12.2% | Added |
| Wealthspire Advisors, LLC | 15,520 | $234.4K | 0.00% | 00.0% | Unchanged |
| Quent Capital, LLC | 15,311 | $231.2K | 0.03% | 00.0% | Unchanged |
| State of Wyoming | 15,260 | $230.4K | 0.04% | +5,036+49.3% | Added |
| Core Wealth Partners LLC | 15,060 | $227.4K | 0.19% | 00.0% | Unchanged |
| Evoke Wealth, LLC | 14,914 | $225.2K | 0.45% | −42,042−73.8% | Reduced |
| Pine Valley Investments Ltd Liability Co | 14,769 | $223.0K | 0.02% | −487−3.2% | Reduced |
| Romano Brothers and Company | 14,225 | $214.8K | 0.03% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 14,000 | $211.4K | 0.00% | +9,676+223.8% | Added |
| Deerfield Management Company, L.P. (Series C) | 13,955 | $210.7K | 0.00% | +13,955 | New |
| Naviter Wealth, LLC | 13,568 | $204.9K | 0.04% | 00.0% | Unchanged |
| Kestra Advisory Services, LLC | 13,546 | $204.5K | 0.00% | +747+5.8% | Added |
| Mission Wealth Management, LP | 12,863 | $194.2K | 0.01% | 00.0% | Unchanged |
| Squarepoint Ops LLC | 12,575 | $189.9K | 0.00% | +12,575 | New |
| Beaumont Financial Advisors, LLC | 12,528 | $189.2K | 0.02% | +240+2.0% | Added |
| Oppenheimer & Co Inc | 12,491 | $188.6K | 0.00% | +12,491 | New |