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 2024
Institutional positions in Golub Capital BDC, Inc. as of Sep 30, 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
- 286
- −6 vs. Q2 2024
- Shares held
- 95.0M
- +90.2K (+0.1%) vs. Q2 2024
- Total value
- $1.45B
- −$52.5M (−3.5%) vs. Q2 2024
- New holders
- 40
- 127 more added
- Sold out
- 46
- 70 more reduced
3 institutions that held it in Q2 2024 haven't filed for Q3 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 2024: 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 2024
Shares, value and share of portfolio for each institution holding Golub Capital BDC, Inc.; share changes are against Q2 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Avion Wealth | 13 | $0 | 0.00% | 00.0% | Unchanged |
| FMR LLC | 1 | $15 | 0.00% | −2−66.7% | Reduced |
| Global Retirement Partners, LLC | 6 | $91 | 0.00% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 23 | $348 | 0.00% | +23 | New |
| Deutsche Bank AG | 27 | $408 | 0.00% | +27 | New |
| GAMMA Investing LLC | 49 | $740 | 0.00% | 00.0% | Unchanged |
| GeoWealth Management, LLC | 166 | $2.51K | 0.00% | +166 | New |
| Glen Eagle Advisors, LLC | 178 | $2.69K | 0.00% | +6+3.5% | Added |
| Sunbelt Securities, Inc. | 297 | $4.49K | 0.00% | +3+1.0% | Added |
| Delta Asset Management LLC | 310 | $4.68K | 0.00% | 00.0% | Unchanged |
| Coppell Advisory Solutions LLC | 400 | $5.98K | 0.00% | 00.0% | Unchanged |
| Pin Oak Investment Advisors Inc | 460 | $6.00K | 0.01% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 465 | $7.31K | 0.00% | +322+225.2% | Added |
| Rothschild Investment LLC | 500 | $7.55K | 0.00% | 00.0% | Unchanged |
| Reuter James Wealth Management, LLC | 500 | $7.55K | 0.00% | +500 | New |
| Federation des caisses Desjardins du Quebec | 500 | $7.55K | 0.00% | +500 | New |
| EverSource Wealth Advisors, LLC | 517 | $7.81K | 0.00% | +35+7.3% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 533 | $8.05K | 0.00% | −267−33.4% | Reduced |
| Beacon Capital Management, LLC | 556 | $8.40K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 700 | $10.6K | 0.00% | 00.0% | Unchanged |
| Raleigh Capital Management Inc. | 885 | $13.4K | 0.01% | 00.0% | Unchanged |
| Valley National Advisers Inc | 1,000 | $15.0K | 0.00% | 00.0% | Unchanged |
| Citadel Advisors LLC | 1,190 | $18.0K | 0.00% | −844,996−99.9% | Reduced |
| Quadrant Capital Group LLC | 1,195 | $18.1K | 0.00% | 00.0% | Unchanged |
| WR Wealth Planners, LLC | 1,200 | $18.1K | 0.01% | 00.0% | Unchanged |
| Ridgewood Investments LLC | 1,200 | $18.1K | 0.01% | +1,200 | New |
| Silicon Valley Capital Partners | 1,202 | $18.2K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 1,293 | $19.5K | 0.00% | −19,518−93.8% | Reduced |
| Future Financial Wealth Managment LLC | 1,300 | $19.6K | 0.01% | +1,300 | New |
| Hemington Wealth Management | 1,685 | $25.0K | 0.01% | +1,685 | New |
| Spire Wealth Management | 1,796 | $27.1K | 0.00% | 00.0% | Unchanged |
| Montag A & Associates Inc | 2,000 | $30.2K | 0.00% | 00.0% | Unchanged |
| Nomura Asset Management Co Ltd | 2,063 | $31.2K | 0.00% | +100+5.1% | Added |
| Hexagon Capital Partners LLC | 2,145 | $32.4K | 0.01% | +1,355+171.5% | Added |
| Private Trust Co NA | 2,199 | $33.2K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 2,289 | $34.6K | 0.00% | +90+4.1% | Added |
| Allworth Financial LP | 2,340 | $35.4K | 0.00% | +1,347+135.6% | Added |
| Optiver Holding B.V. | 2,399 | $36.2K | 0.00% | +2,399 | New |
| AdvisorNet Financial, Inc | 2,440 | $36.9K | 0.00% | −200−7.6% | Reduced |
| Clearstead Advisors, LLC | 3,070 | $46.4K | 0.00% | 00.0% | Unchanged |
| Quantbot Technologies LP | 3,120 | $47.1K | 0.00% | −30,563−90.7% | Reduced |
| Basso Capital Management, L.P. | 3,300 | $49.9K | 0.05% | 00.0% | Unchanged |
| EMC Capital Management | 30,425 | $54.0K | 0.04% | +13,304+77.7% | Added |
| Creative Financial Designs Inc | 3,760 | $56.8K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 4,374 | $66.1K | 0.00% | −7,718−63.8% | Reduced |
| Lazard Asset Management LLC | 6,926 | $104.0K | 0.00% | −14,232−67.3% | Reduced |
| BI Asset Management Fondsmaeglerselskab A/S | 9,714 | $147.0K | 0.00% | 00.0% | Unchanged |
| Cary Street Partners Asset Management LLC | 10,000 | $151.1K | 0.02% | +10,000 | New |
| Wall Street Access Asset Management, LLC | 10,004 | $151.2K | 0.06% | +10,004 | New |
| Ancora Advisors, LLC | 10,181 | $153.8K | 0.00% | +8,056+379.1% | Added |
| US Bancorp | 10,340 | $156.2K | 0.00% | −800−7.2% | Reduced |
| Focused Wealth Management, Inc | 10,348 | $156.4K | 0.02% | +254+2.5% | Added |
| Perigon Wealth Management, LLC | 10,489 | $158.5K | 0.00% | 00.0% | Unchanged |
| Strategic Wealth Partners, Ltd. | 10,649 | $160.9K | 0.02% | +30.0% | Added |
| Oppenheimer & Co Inc | 10,706 | $161.8K | 0.00% | +10,706 | New |
| Cove Street Capital, LLC | 10,833 | $163.7K | 0.13% | +8,333+333.3% | Added |
| Mission Wealth Management, LP | 11,263 | $170.2K | 0.00% | −950−7.8% | Reduced |
| Embree Financial Group | 11,299 | $170.7K | 0.03% | +11,299 | New |
| IFG Advisory, LLC | 11,420 | $172.6K | 0.01% | +1,300+12.8% | Added |
| National Philanthropic Trust | 11,520 | $174.1K | 0.00% | +11,520 | New |
| CFO4Life Group, LLC | 11,646 | $176.0K | 0.03% | +246+2.2% | Added |
| Truist Financial Corp | 11,687 | $176.6K | 0.00% | +11,687 | New |
| MAS Advisors LLC | 12,135 | $183.4K | 0.39% | +40.0% | Added |
| First Affirmative Financial Network | 12,155 | $183.7K | 0.10% | +1,294+11.9% | Added |
| The PNC Financial Services Group, Inc. | 12,162 | $183.8K | 0.00% | −11,838−49.3% | Reduced |
| Catalina Capital Group, LLC | 12,344 | $186.5K | 0.06% | +12,344 | New |
| Mutual Advisors, LLC | 12,090 | $188.0K | 0.01% | −2,047−14.5% | Reduced |
| Mattern Wealth Management LLC | 13,000 | $196.4K | 0.04% | 00.0% | Unchanged |
| Wealthfront Advisers LLC | 13,282 | $200.7K | 0.00% | +305+2.4% | Added |
| Beaumont Financial Advisors, LLC | 13,325 | $201.3K | 0.02% | +88+0.7% | Added |
| Comerica Bank | 13,837 | $209.1K | 0.00% | −1,258−8.3% | Reduced |
| Romano Brothers and Company | 13,875 | $209.7K | 0.03% | 00.0% | Unchanged |
| Legacy Advisors, LLC | 14,100 | $213.1K | 0.02% | 00.0% | Unchanged |
| Nebula Research & Development LLC | 14,264 | $215.5K | 0.03% | −90,980−86.4% | Reduced |
| Promethium Advisors,llc | 14,600 | $220.6K | 0.16% | +14,600 | New |
| Pine Valley Investments Ltd Liability Co | 14,769 | $223.2K | 0.02% | 00.0% | Unchanged |
| Core Wealth Partners LLC | 15,060 | $227.6K | 0.14% | 00.0% | Unchanged |
| Quent Capital, LLC | 15,311 | $231.3K | 0.02% | 00.0% | Unchanged |
| Wiley Bros.-Aintree Capital, LLC | 15,317 | $231.4K | 0.00% | +15,317 | New |
| Columbia Advisory Partners LLC | 15,477 | $233.9K | 0.22% | +1,598+11.5% | Added |
| Foundations Investment Advisors, LLC | 15,646 | $236.4K | 0.00% | +2,841+22.2% | Added |
| Marex Group plc | 16,782 | $253.6K | 0.01% | −14,661−46.6% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 17,349 | $262.0K | 0.00% | +3,120+21.9% | Added |
| Umb Bank N A | 18,504 | $279.6K | 0.00% | 00.0% | Unchanged |
| Navellier & Associates Inc | 18,634 | $281.6K | 0.04% | −5,847−23.9% | Reduced |
| Dynamic Advisor Solutions LLC | 18,856 | $284.9K | 0.01% | −2,049−9.8% | Reduced |
| Sowell Financial Services LLC | 18,953 | $286.0K | 0.01% | +18,953 | New |
| Gsa Capital Partners LLP | 19,217 | $290.0K | 0.02% | +1,685+9.6% | Added |
| Boyd Wealth Management, LLC | 19,591 | $296.0K | 0.15% | +228+1.2% | Added |
| Northstar Group, Inc. | 19,788 | $299.0K | 0.05% | −500−2.5% | Reduced |
| Cary Street Partner Investment Advisory LLC | 20,259 | $306.1K | 0.01% | +4,259+26.6% | Added |
| Evergreen Capital Management LLC | 20,315 | $307.0K | 0.01% | +1,683+9.0% | Added |
| Modera Wealth Management, LLC | 20,637 | $311.8K | 0.00% | +159+0.8% | Added |
| M&T Bank Corp | 21,397 | $323.3K | 0.00% | −12−0.1% | Reduced |
| Beverly Hills Private Wealth, LLC | 21,466 | $324.4K | 0.07% | +1,300+6.4% | Added |
| Eagle Global Advisors LLC | 21,620 | $326.7K | 0.02% | 00.0% | Unchanged |
| Port Capital LLC | 22,000 | $332.0K | 0.01% | 00.0% | Unchanged |
| Tudor Investment Corp Et Al | 21,988 | $332.2K | 0.00% | −70,040−76.1% | Reduced |
| Atria Wealth Solutions, Inc. | 23,200 | $352.0K | 0.00% | +2,574+12.5% | Added |
| New World Advisors LLC | 23,407 | $353.7K | 0.09% | +1,639+7.5% | Added |