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, Q1 2024
Institutional positions in Golub Capital BDC, Inc. as of Mar 31, 2024. 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
- 252
- −4 vs. Q4 2023
- Shares held
- 64.7M
- −3.71M (−5.4%) vs. Q4 2023
- Total value
- $1.09B
- +$55.6M (+5.4%) vs. Q4 2023
- New holders
- 30
- 114 more added
- Sold out
- 34
- 59 more reduced
4 institutions that held it in Q4 2023 haven't filed for Q1 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2024
Shares, value and share of portfolio for each institution holding Golub Capital BDC, Inc.; share changes are against Q4 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| STRS Ohio | 6,152,913 | $102.3M | 0.41% | −3,149,809−33.9% | Reduced |
| Lindbrook Capital, LLC | 3,683,018 | $61.2M | 5.73% | −1,010,529−21.5% | Reduced |
| Omers Administration Corp | 3,253,460 | $54.1M | 0.62% | +92,449+2.9% | Added |
| Van Eck Associates Corp | 2,872,157 | $47.8M | 0.07% | +399,231+16.1% | Added |
| Sound Income Strategies, LLC | 2,661,937 | $44.3M | 3.31% | +116,366+4.6% | Added |
| JPMorgan Chase & Co | 2,587,090 | $43.0M | 0.00% | −495,795−16.1% | Reduced |
| Ares Management LLC | 2,157,554 | $35.9M | 0.84% | +331,526+18.2% | Added |
| Allen Investment Management LLC | 2,101,032 | $34.9M | 0.44% | +479,339+29.6% | Added |
| Sage Mountain Advisors LLC | 2,029,070 | $33.7M | 3.51% | −143,652−6.6% | Reduced |
| Morgan Stanley | 2,019,552 | $33.6M | 0.00% | +672,914+50.0% | Added |
| Cerity Partners LLC | 1,663,023 | $27.7M | 0.07% | −77,368−4.4% | Reduced |
| Fort Washington Investment Advisors Inc | 1,485,380 | $24.7M | 0.16% | 00.0% | Unchanged |
| Border to Coast Pensions Partnership Ltd | 1,441,804 | $24.0M | 0.53% | 00.0% | Unchanged |
| Legal & General Group Plc | 1,369,348 | $22.8M | 0.01% | +37,456+2.8% | Added |
| Arnhold LLC | 1,308,200 | $21.8M | 2.30% | −10,000−0.8% | Reduced |
| Bank of America Corp | 1,122,198 | $18.7M | 0.00% | +158,045+16.4% | Added |
| LSV Asset Management | 1,108,641 | $18.4M | 0.04% | −95,000−7.9% | Reduced |
| Hirtle Callaghan & Co LLC | – | $14.4M | 0.62% | – | – |
| Northeast Financial Consultants Inc | 835,753 | $13.9M | 0.68% | +367,188+78.4% | Added |
| BlackRock Inc. | 776,038 | $12.9M | 0.00% | +47,055+6.5% | Added |
| Wells Fargo & Company | 758,764 | $12.6M | 0.00% | +16,529+2.2% | Added |
| HighTower Advisors, LLC | 755,110 | $12.6M | 0.02% | +76,419+11.3% | Added |
| Boston Partners | 721,237 | $12.1M | 0.01% | +721,237 | New |
| Sumitomo Mitsui Trust Holdings, Inc. | 621,308 | $10.3M | 0.01% | +38,944+6.7% | Added |
| Partners Group Holding AG | 599,143 | $9.96M | 0.90% | 00.0% | Unchanged |
| Muzinich & Co., Inc. | 593,818 | $8.97M | 7.78% | 00.0% | Unchanged |
| Granite FO LLC | 590,805 | $8.86M | 5.20% | +398,755+207.6% | Added |
| Captrust Financial Advisors | 510,625 | $8.49M | 0.03% | +316,594+163.2% | Added |
| First Trust Advisors LP | 505,175 | $8.40M | 0.01% | +154,478+44.0% | Added |
| Two Sigma Advisers, LP | 504,900 | $8.40M | 0.02% | −56,400−10.0% | Reduced |
| McKinley Capital Management LLC /Delaware | 488,033 | $8.12M | 0.97% | +12,184+2.6% | Added |
| Citadel Advisors LLC | 461,415 | $7.67M | 0.01% | +169,319+58.0% | Added |
| Edge Capital Group, LLC | 445,105 | $7.40M | 0.37% | +6,389+1.5% | Added |
| Cliffwater LLC | 444,840 | $7.23M | 1.95% | −312,242−41.2% | Reduced |
| Rockefeller Capital Management L.P. | 432,712 | $7.20M | 0.02% | −172,263−28.5% | Reduced |
| Shikiar Asset Management Inc | 409,380 | $6.81M | 1.99% | +67,000+19.6% | Added |
| Neuberger Berman Group LLC | 359,040 | $5.97M | 0.00% | +14,156+4.1% | Added |
| Tranquility Partners, LLC | 343,361 | $5.71M | 2.21% | +4,036+1.2% | Added |
| CIBC Private Wealth Group, LLC | 338,571 | $5.60M | 0.01% | +283+0.1% | Added |
| Prairiewood Capital, LLC | 336,718 | $5.60M | 2.63% | +17,884+5.6% | Added |
| Confluence Investment Management LLC | 331,284 | $5.51M | 0.07% | −20,789−5.9% | Reduced |
| Citigroup Inc | 331,177 | $5.51M | 0.01% | 00.0% | Unchanged |
| UBS Group AG | 330,303 | $5.49M | 0.00% | −40,887−11.0% | Reduced |
| Advisors Capital Management, LLC | 329,151 | $5.47M | 0.10% | −4,085−1.2% | Reduced |
| Credit Suisse AG | 324,605 | $5.40M | 0.01% | 00.0% | Unchanged |
| Baillie Gifford & Co | 307,486 | $5.11M | 0.00% | +83,787+37.5% | Added |
| Merit Financial Group, LLC | 295,706 | $4.99M | 0.12% | +295,706 | New |
| Callodine Capital Management, LP | 300,000 | $4.99M | 1.21% | −41,628−12.2% | Reduced |
| LPL Financial LLC | 292,650 | $4.87M | 0.00% | +19,056+7.0% | Added |
| M Holdings Securities, Inc. | 279,944 | $4.66M | 0.78% | +13,787+5.2% | Added |
| Next Capital Management LLC | 264,533 | $4.40M | 1.79% | −354,705−57.3% | Reduced |
| TCW Group Inc | 264,222 | $4.39M | 0.04% | +211,329+399.5% | Added |
| Stifel Financial Corp | 254,112 | $4.23M | 0.00% | +45,101+21.6% | Added |
| Franklin Resources Inc | 252,798 | $4.20M | 0.00% | +252,798 | New |
| Pathstone Holdings, LLC | 249,936 | $4.16M | 0.02% | +5,320+2.2% | Added |
| Condor Capital Management | 245,979 | $4.09M | 0.40% | +14,484+6.3% | Added |
| New England Asset Management Inc | 232,876 | $3.87M | 0.60% | 00.0% | Unchanged |
| Envestnet Asset Management Inc | 226,637 | $3.77M | 0.00% | +156,974+225.3% | Added |
| Connor, Clark & Lunn Investment Management Ltd. | 201,659 | $3.35M | 0.01% | +120,312+147.9% | Added |
| Parallel Advisors, LLC | 197,197 | $3.28M | 0.09% | +236+0.1% | Added |
| D.A. Davidson & Co. | 191,604 | $3.19M | 0.03% | +29,198+18.0% | Added |
| EP Wealth Advisors, LLC | 184,955 | $3.08M | 0.04% | +390.0% | Added |
| Snowden Capital Advisors LLC | 184,663 | $3.07M | 0.10% | +90,155+95.4% | Added |
| Hennion & Walsh Asset Management, Inc. | 175,589 | $2.92M | 0.16% | +19,876+12.8% | Added |
| New Vernon Capital Holdings II LLC | 162,540 | $2.70M | 1.40% | 00.0% | Unchanged |
| United Advisor Group, LLC | 162,536 | $2.70M | 1.02% | +162,536 | New |
| Great West Life Assurance Co | 161,639 | $2.69M | 0.01% | +9,145+6.0% | Added |
| Ieq Capital, LLC | 159,826 | $2.66M | 0.04% | +347+0.2% | Added |
| Mariner, LLC | 159,176 | $2.65M | 0.01% | +11,944+8.1% | Added |
| Texas Yale Capital Corp. | 146,487 | $2.44M | 0.11% | −1,868−1.3% | Reduced |
| Naviter Wealth, LLC | 144,604 | $2.40M | 0.39% | +131,036+965.8% | Added |
| Waterloo Capital, L.P. | 142,330 | $2.37M | 0.30% | +55,947+64.8% | Added |
| Truvestments Capital LLC | 141,687 | $2.36M | 0.91% | +120,735+576.2% | Added |
| CI Private Wealth, LLC | 140,377 | $2.33M | 0.00% | −3,257−2.3% | Reduced |
| BluePointe Capital Management, LLC | 131,370 | $2.18M | 1.50% | +125+0.1% | Added |
| Brown Advisory Inc | 131,102 | $2.18M | 0.00% | −4,460−3.3% | Reduced |
| HB Wealth Management, LLC | 125,934 | $2.09M | 0.03% | −15,670−11.1% | Reduced |
| Schechter Investment Advisors, LLC | 123,718 | $2.06M | 0.15% | −9,256−7.0% | Reduced |
| Two Sigma Investments, LP | 122,789 | $2.04M | 0.01% | −558,917−82.0% | Reduced |
| General Partner, Inc. | 122,500 | $2.04M | 1.28% | 00.0% | Unchanged |
| Coastal Bridge Advisors, LLC | 118,676 | $1.97M | 0.45% | −329,854−73.5% | Reduced |
| Advisors Asset Management, Inc. | 114,104 | $1.90M | 0.04% | +13,901+13.9% | Added |
| Albion Financial Group | 112,449 | $1.87M | 0.14% | +1,205+1.1% | Added |
| GraniteShares Advisors LLC | 111,171 | $1.85M | 0.98% | +14,154+14.6% | Added |
| Raymond James & Associates | 110,859 | $1.84M | 0.00% | +71,225+179.7% | Added |
| Signaturefd, LLC | 108,158 | $1.80M | 0.04% | +375+0.3% | Added |
| Victory Capital Management Inc | 107,604 | $1.79M | 0.00% | +3,253+3.1% | Added |
| HRT Financial LP | 104,493 | $1.74M | 0.01% | +35,698+51.9% | Added |
| Independent Financial Group, LLC | 98,802 | $1.64M | 0.08% | +2,232+2.3% | Added |
| AlTi Global, Inc. | 97,500 | $1.62M | 0.05% | 00.0% | Unchanged |
| Janney Montgomery Scott LLC | 95,991 | $1.60M | 0.00% | +4,764+5.2% | Added |
| Independent Family Office, LLC | 95,500 | $1.59M | 0.85% | 00.0% | Unchanged |
| Ameriprise Financial Inc | 92,471 | $1.49M | 0.00% | +34,162+58.6% | Added |
| Bank of New York Mellon Corp | 89,280 | $1.48M | 0.00% | +16,674+23.0% | Added |
| Commonwealth Equity Services, LLC | 84,037 | $1.40M | 0.00% | −3,391−3.9% | Reduced |
| Edgemoor Investment Advisors, Inc. | 82,457 | $1.37M | 0.13% | −2,500−2.9% | Reduced |
| Quantbot Technologies LP | 78,090 | $1.30M | 0.07% | +23,250+42.4% | Added |
| Cresset Asset Management, LLC | 77,757 | $1.29M | 0.01% | +1,729+2.3% | Added |
| Invesco Ltd. | 73,131 | $1.22M | 0.00% | +5,225+7.7% | Added |
| Eagle Bay Advisors LLC | 72,449 | $1.20M | 0.76% | −11,124−13.3% | Reduced |