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 |
|---|---|---|---|---|---|
| Next Capital Management LLC | 264,533 | $4.40M | 1.79% | −354,705−57.3% | Reduced |
| M Holdings Securities, Inc. | 279,944 | $4.66M | 0.78% | +13,787+5.2% | Added |
| LPL Financial LLC | 292,650 | $4.87M | 0.00% | +19,056+7.0% | Added |
| Callodine Capital Management, LP | 300,000 | $4.99M | 1.21% | −41,628−12.2% | Reduced |
| Merit Financial Group, LLC | 295,706 | $4.99M | 0.12% | +295,706 | New |
| Baillie Gifford & Co | 307,486 | $5.11M | 0.00% | +83,787+37.5% | Added |
| Credit Suisse AG | 324,605 | $5.40M | 0.01% | 00.0% | Unchanged |
| Advisors Capital Management, LLC | 329,151 | $5.47M | 0.10% | −4,085−1.2% | Reduced |
| UBS Group AG | 330,303 | $5.49M | 0.00% | −40,887−11.0% | Reduced |
| Citigroup Inc | 331,177 | $5.51M | 0.01% | 00.0% | Unchanged |
| Confluence Investment Management LLC | 331,284 | $5.51M | 0.07% | −20,789−5.9% | Reduced |
| Prairiewood Capital, LLC | 336,718 | $5.60M | 2.63% | +17,884+5.6% | Added |
| CIBC Private Wealth Group, LLC | 338,571 | $5.60M | 0.01% | +283+0.1% | Added |
| Tranquility Partners, LLC | 343,361 | $5.71M | 2.21% | +4,036+1.2% | Added |
| Neuberger Berman Group LLC | 359,040 | $5.97M | 0.00% | +14,156+4.1% | Added |
| Shikiar Asset Management Inc | 409,380 | $6.81M | 1.99% | +67,000+19.6% | Added |
| Rockefeller Capital Management L.P. | 432,712 | $7.20M | 0.02% | −172,263−28.5% | Reduced |
| Cliffwater LLC | 444,840 | $7.23M | 1.95% | −312,242−41.2% | Reduced |
| Edge Capital Group, LLC | 445,105 | $7.40M | 0.37% | +6,389+1.5% | Added |
| Citadel Advisors LLC | 461,415 | $7.67M | 0.01% | +169,319+58.0% | Added |
| McKinley Capital Management LLC /Delaware | 488,033 | $8.12M | 0.97% | +12,184+2.6% | Added |
| Two Sigma Advisers, LP | 504,900 | $8.40M | 0.02% | −56,400−10.0% | Reduced |
| First Trust Advisors LP | 505,175 | $8.40M | 0.01% | +154,478+44.0% | Added |
| Captrust Financial Advisors | 510,625 | $8.49M | 0.03% | +316,594+163.2% | Added |
| Granite FO LLC | 590,805 | $8.86M | 5.20% | +398,755+207.6% | Added |
| Muzinich & Co., Inc. | 593,818 | $8.97M | 7.78% | 00.0% | Unchanged |
| Partners Group Holding AG | 599,143 | $9.96M | 0.90% | 00.0% | Unchanged |
| Sumitomo Mitsui Trust Holdings, Inc. | 621,308 | $10.3M | 0.01% | +38,944+6.7% | Added |
| Boston Partners | 721,237 | $12.1M | 0.01% | +721,237 | New |
| HighTower Advisors, LLC | 755,110 | $12.6M | 0.02% | +76,419+11.3% | Added |
| Wells Fargo & Company | 758,764 | $12.6M | 0.00% | +16,529+2.2% | Added |
| BlackRock Inc. | 776,038 | $12.9M | 0.00% | +47,055+6.5% | Added |
| Northeast Financial Consultants Inc | 835,753 | $13.9M | 0.68% | +367,188+78.4% | Added |
| Hirtle Callaghan & Co LLC | – | $14.4M | 0.62% | – | – |
| LSV Asset Management | 1,108,641 | $18.4M | 0.04% | −95,000−7.9% | Reduced |
| Bank of America Corp | 1,122,198 | $18.7M | 0.00% | +158,045+16.4% | Added |
| Arnhold LLC | 1,308,200 | $21.8M | 2.30% | −10,000−0.8% | Reduced |
| Legal & General Group Plc | 1,369,348 | $22.8M | 0.01% | +37,456+2.8% | Added |
| Border to Coast Pensions Partnership Ltd | 1,441,804 | $24.0M | 0.53% | 00.0% | Unchanged |
| Fort Washington Investment Advisors Inc | 1,485,380 | $24.7M | 0.16% | 00.0% | Unchanged |
| Cerity Partners LLC | 1,663,023 | $27.7M | 0.07% | −77,368−4.4% | Reduced |
| Morgan Stanley | 2,019,552 | $33.6M | 0.00% | +672,914+50.0% | Added |
| Sage Mountain Advisors LLC | 2,029,070 | $33.7M | 3.51% | −143,652−6.6% | Reduced |
| Allen Investment Management LLC | 2,101,032 | $34.9M | 0.44% | +479,339+29.6% | Added |
| Ares Management LLC | 2,157,554 | $35.9M | 0.84% | +331,526+18.2% | Added |
| JPMorgan Chase & Co | 2,587,090 | $43.0M | 0.00% | −495,795−16.1% | Reduced |
| Sound Income Strategies, LLC | 2,661,937 | $44.3M | 3.31% | +116,366+4.6% | Added |
| Van Eck Associates Corp | 2,872,157 | $47.8M | 0.07% | +399,231+16.1% | Added |
| Omers Administration Corp | 3,253,460 | $54.1M | 0.62% | +92,449+2.9% | Added |
| Lindbrook Capital, LLC | 3,683,018 | $61.2M | 5.73% | −1,010,529−21.5% | Reduced |
| STRS Ohio | 6,152,913 | $102.3M | 0.41% | −3,149,809−33.9% | Reduced |
| Avion Wealth | 13 | – | – | 00.0% | Unchanged |
| Goldman Sachs Group Inc | 0 | $0 | 0.00% | −458,778−100.0% | Sold out |
| Polar Capital Holdings Plc | 0 | $0 | 0.00% | −209,880−100.0% | Sold out |
| Relative Value Partners Group, LLC | 0 | $0 | 0.00% | −147,687−100.0% | Sold out |
| Cubist Systematic Strategies, LLC | 0 | $0 | 0.00% | −140,836−100.0% | Sold out |
| Legacy Capital Wealth Partners, LLC | 0 | $0 | 0.00% | −100,701−100.0% | Sold out |
| D. E. Shaw & Co., Inc. | 0 | $0 | 0.00% | −79,334−100.0% | Sold out |
| Cynosure Management, LLC | 0 | $0 | 0.00% | −71,281−100.0% | Sold out |
| Prelude Capital Management, LLC | 0 | $0 | 0.00% | −52,893−100.0% | Sold out |
| AE Wealth Management LLC | 0 | $0 | 0.00% | −49,019−100.0% | Sold out |
| Marshall Wace, LLP | 0 | $0 | 0.00% | −37,619−100.0% | Sold out |
| Trexquant Investment LP | 0 | $0 | 0.00% | −35,399−100.0% | Sold out |
| Winton Group Ltd | 0 | $0 | 0.00% | −34,846−100.0% | Sold out |
| Kayne Anderson Capital Advisors LP | 0 | $0 | 0.00% | −27,000−100.0% | Sold out |
| MQS Management LLC | 0 | $0 | 0.00% | −26,453−100.0% | Sold out |
| Wealth Enhancement Advisory Services, LLC | 0 | $0 | 0.00% | −20,833−100.0% | Sold out |
| Caxton Associates LP | 0 | $0 | 0.00% | −18,000−100.0% | Sold out |
| Campbell & CO Investment Adviser LLC | 0 | $0 | 0.00% | −17,240−100.0% | Sold out |
| Chilton Investment Co LLC | 0 | $0 | 0.00% | −16,166−100.0% | Sold out |
| Aigen Investment Management, LP | 0 | $0 | 0.00% | −15,869−100.0% | Sold out |
| Fox Run Management, L.L.C. | 0 | $0 | 0.00% | −15,711−100.0% | Sold out |
| Wealthspire Advisors, LLC | 0 | $0 | 0.00% | −15,520−100.0% | Sold out |
| Squarepoint Ops LLC | 0 | $0 | 0.00% | −12,575−100.0% | Sold out |
| Wambolt & Associates, LLC | 0 | $0 | 0.00% | −12,458−100.0% | Sold out |
| Cipher Capital LP | 0 | $0 | 0.00% | −11,879−100.0% | Sold out |
| Evanson Asset Management, LLC | 0 | $0 | 0.00% | −11,363−100.0% | Sold out |
| Focused Wealth Management, Inc | 0 | $0 | 0.00% | −9,406−100.0% | Sold out |
| EntryPoint Capital, LLC | 0 | $0 | 0.00% | −5,589−100.0% | Sold out |
| Northwestern Mutual Wealth Management Co | 0 | $0 | 0.00% | −4,030−100.0% | Sold out |
| Advisory Services Network, LLC | 0 | $0 | 0.00% | −1,906−100.0% | Sold out |
| Spire Wealth Management | 0 | $0 | 0.00% | −1,796−100.0% | Sold out |
| Quarry LP | 0 | $0 | 0.00% | −1,174−100.0% | Sold out |
| Cape Investment Advisory, Inc. | 0 | $0 | 0.00% | −740−100.0% | Sold out |
| BKM Wealth Management, LLC | 0 | $0 | 0.00% | −323−100.0% | Sold out |
| Ronald Blue Trust, Inc. | 0 | $0 | 0.00% | −145−100.0% | Sold out |
| Putnam Investments LLC | – | – | – | – | Not filed |
| Golden State Equity Partners | – | – | – | – | Not filed |
| Baystate Wealth Management LLC | – | – | – | – | Not filed |
| Neo Ivy Capital Management | – | – | – | – | Not filed |