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 |
|---|---|---|---|---|---|
| Truvestments Capital LLC | 158,984 | $2.40M | 0.64% | +5,697+3.7% | Added |
| Ieq Capital, LLC | 160,814 | $2.43M | 0.03% | +497+0.3% | Added |
| Greenland Capital Management LP | 161,100 | $2.43M | 0.44% | +24,100+17.6% | Added |
| First Trust Advisors LP | 161,118 | $2.43M | 0.00% | −25,098−13.5% | Reduced |
| Advisors Asset Management, Inc. | 164,591 | $2.49M | 0.05% | +14,214+9.5% | Added |
| Cresset Asset Management, LLC | 164,714 | $2.49M | 0.01% | −125,664−43.3% | Reduced |
| Abundance Wealth Counselors | 178,498 | $2.70M | 0.56% | −8,847−4.7% | Reduced |
| Creative Planning | 182,095 | $2.75M | 0.00% | +167,603+1,156.5% | Added |
| United Advisor Group, LLC | 184,076 | $2.78M | 0.63% | +11,293+6.5% | Added |
| Snowden Capital Advisors LLC | 186,438 | $2.82M | 0.08% | +1,680+0.9% | Added |
| EP Wealth Advisors, LLC | 186,618 | $2.82M | 0.02% | +1,617+0.9% | Added |
| Barclays PLC | 190,132 | $2.87M | 0.00% | +59,443+45.5% | Added |
| 1832 Asset Management L.P. | 200,000 | $3.02M | 0.01% | −400,000−66.7% | Reduced |
| Legacy Capital Wealth Partners, LLC | 203,230 | $3.07M | 0.61% | +101,409+99.6% | Added |
| Naviter Wealth, LLC | 220,359 | $3.33M | 0.46% | +46,145+26.5% | Added |
| Parallel Advisors, LLC | 223,832 | $3.38M | 0.08% | +10,993+5.2% | Added |
| Schechter Investment Advisors, LLC | 225,337 | $3.40M | 0.25% | +102,922+84.1% | Added |
| Bank of Montreal | 233,030 | $3.49M | 0.00% | +233,030 | New |
| New England Asset Management Inc | 232,876 | $3.52M | 0.55% | 00.0% | Unchanged |
| Hennion & Walsh Asset Management, Inc. | 236,110 | $3.57M | 0.17% | +28,825+13.9% | Added |
| HB Wealth Management, LLC | 236,149 | $3.57M | 0.04% | −148,446−38.6% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 249,109 | $3.76M | 0.01% | +112,334+82.1% | Added |
| D.A. Davidson & Co. | 251,132 | $3.79M | 0.03% | +28,031+12.6% | Added |
| Baillie Gifford & Co | 251,639 | $3.80M | 0.00% | −254,320−50.3% | Reduced |
| First National Trust Co | 264,177 | $3.99M | 0.15% | +264,177 | New |
| Pathstone Holdings, LLC | 269,515 | $4.07M | 0.02% | −15,021−5.3% | Reduced |
| Anchor Investment Management, LLC | 274,115 | $4.14M | 0.39% | +181,210+195.0% | Added |
| Advisor OS, LLC | 274,890 | $4.15M | 0.41% | +274,890 | New |
| UBS Group AG | 288,538 | $4.36M | 0.00% | −143,969−33.3% | Reduced |
| Merit Financial Group, LLC | 295,706 | $4.47M | 0.10% | 00.0% | Unchanged |
| LPL Financial LLC | 298,253 | $4.51M | 0.00% | −194−0.1% | Reduced |
| Condor Capital Management | 300,022 | $4.53M | 0.41% | +609+0.2% | Added |
| Prairiewood Capital, LLC | 317,629 | $4.80M | 2.03% | −4,563−1.4% | Reduced |
| Brown Advisory Inc | 320,008 | $4.84M | 0.01% | +125,095+64.2% | Added |
| UBS Asset Management Americas Inc | 324,605 | $4.90M | 0.00% | 00.0% | Unchanged |
| Advisors Capital Management, LLC | 335,507 | $5.07M | 0.08% | +818+0.2% | Added |
| Envestnet Asset Management Inc | 335,587 | $5.07M | 0.00% | +74,511+28.5% | Added |
| M Holdings Securities, Inc. | 337,175 | $5.09M | 1.28% | +38,213+12.8% | Added |
| Citigroup Inc | 342,728 | $5.18M | 0.00% | +5,612+1.7% | Added |
| Confluence Investment Management LLC | 345,613 | $5.22M | 0.07% | +9,494+2.8% | Added |
| Tranquility Partners, LLC | 350,688 | $5.30M | 1.92% | +3,848+1.1% | Added |
| Neuberger Berman Group LLC | 396,417 | $5.99M | 0.00% | +42,089+11.9% | Added |
| Stifel Financial Corp | 400,491 | $6.05M | 0.01% | +92,712+30.1% | Added |
| Franklin Resources Inc | 404,865 | $6.13M | 0.00% | +98,685+32.2% | Added |
| Shikiar Asset Management Inc | 449,080 | $6.79M | 1.78% | +36,100+8.7% | Added |
| Captrust Financial Advisors | 499,739 | $7.55M | 0.02% | −8,525−1.7% | Reduced |
| Callodine Capital Management, LP | 553,314 | $8.36M | 1.74% | +328,314+145.9% | Added |
| TCW Group Inc | 568,008 | $8.58M | 0.08% | +137,306+31.9% | Added |
| LGT Capital Partners Ltd. | 577,189 | $8.72M | 0.30% | +577,189 | New |
| Denali Advisors LLC | 589,649 | $8.91M | 0.96% | +589,649 | New |
| Granite FO LLC | 590,805 | $8.93M | 5.05% | +73,151+14.1% | Added |
| HighTower Advisors, LLC | 606,015 | $9.18M | 0.01% | −29,508−4.6% | Reduced |
| Sumitomo Mitsui Trust Holdings, Inc. | 645,187 | $9.75M | 0.01% | +5,264+0.8% | Added |
| Muzinich & Co., Inc. | 656,641 | $9.92M | 7.83% | +5,264+0.8% | Added |
| Edge Capital Group, LLC | 664,547 | $10.0M | 0.45% | +30,234+4.8% | Added |
| Boston Partners | 671,088 | $10.2M | 0.01% | −21,431−3.1% | Reduced |
| Millennium Management LLC | 712,504 | $10.8M | 0.01% | −74,065−9.4% | Reduced |
| Qube Research & Technologies Ltd | 722,161 | $10.9M | 0.02% | +381+0.1% | Added |
| BlackRock, Inc. | 727,832 | $11.0M | 0.00% | +727,832 | New |
| Next Capital Management LLC | 771,910 | $11.7M | 4.76% | 00.0% | Unchanged |
| Two Sigma Advisers, LP | 791,900 | $12.0M | 0.03% | −408,800−34.0% | Reduced |
| Wells Fargo & Company | 842,616 | $12.7M | 0.00% | +125,764+17.5% | Added |
| Hirtle Callaghan & Co LLC | – | $14.0M | 0.57% | – | – |
| CIBC World Markets Inc. | 1,042,347 | $15.8M | 0.04% | −5,908−0.6% | Reduced |
| Border to Coast Pensions Partnership Ltd | 1,200,000 | $18.1M | 0.37% | −210,000−14.9% | Reduced |
| LSV Asset Management | 1,236,318 | $18.7M | 0.04% | +128,577+11.6% | Added |
| Bank of America Corp | 1,245,097 | $18.8M | 0.00% | −1,285,584−50.8% | Reduced |
| Arnhold LLC | 1,380,089 | $20.9M | 2.02% | +60,889+4.6% | Added |
| Two Sigma Investments, LP | 1,468,314 | $22.2M | 0.05% | −174,512−10.6% | Reduced |
| Cerity Partners LLC | 1,638,063 | $24.8M | 0.05% | −89,480−5.2% | Reduced |
| Sage Mountain Advisors LLC | 1,807,855 | $27.3M | 2.33% | +138,276+8.3% | Added |
| Legal & General Group Plc | 1,944,535 | $29.4M | 0.01% | +519,919+36.5% | Added |
| Partners Group Holding AG | 1,994,663 | $30.1M | 1.94% | +648,855+48.2% | Added |
| Morgan Stanley | 2,138,230 | $32.3M | 0.00% | −273,089−11.3% | Reduced |
| JPMorgan Chase & Co | 2,336,309 | $35.3M | 0.00% | −20,946−0.9% | Reduced |
| Northeast Financial Consultants Inc | 2,648,321 | $40.0M | 1.75% | +544,126+25.9% | Added |
| Allen Investment Management LLC | 2,681,079 | $40.5M | 0.48% | +434,286+19.3% | Added |
| Ares Management LLC | 2,844,260 | $43.0M | 1.19% | +561,395+24.6% | Added |
| Sound Income Strategies, LLC | 2,882,861 | $43.6M | 2.80% | +137,813+5.0% | Added |
| Rockefeller Capital Management L.P. | 3,073,223 | $46.4M | 0.12% | −958,664−23.8% | Reduced |
| Omers Administration Corp | 3,218,554 | $48.6M | 0.45% | +566,197+21.3% | Added |
| Lindbrook Capital, LLC | 3,462,335 | $52.3M | 4.63% | −89,750−2.5% | Reduced |
| Van Eck Associates Corp | 3,988,219 | $61.5M | 0.08% | +475,196+13.5% | Added |
| CI Private Wealth, LLC | 5,393,854 | $81.5M | 0.13% | −1,457,843−21.3% | Reduced |
| STRS Ohio | 14,534,315 | $219.6M | 0.84% | +456,898+3.2% | Added |
| International Assets Investment Management, LLC | 167,993 | – | – | +160,300+2,083.7% | Added |
| Cubist Systematic Strategies, LLC | 0 | $0 | 0.00% | −372,076−100.0% | Sold out |
| Southern Farm Bureau Life Insurance | 0 | $0 | 0.00% | −307,988−100.0% | Sold out |
| Callan Family Office, LLC | 0 | $0 | 0.00% | −244,112−100.0% | Sold out |
| Connor, Clark & Lunn Investment Management Ltd. | 0 | $0 | 0.00% | −236,688−100.0% | Sold out |
| Jump Financial, LLC | 0 | $0 | 0.00% | −212,443−100.0% | Sold out |
| Cliffwater LLC | 0 | $0 | 0.00% | −158,036−100.0% | Sold out |
| Fort Washington Investment Advisors Inc | 0 | $0 | 0.00% | −134,165−100.0% | Sold out |
| Aquatic Capital Management LLC | 0 | $0 | 0.00% | −126,500−100.0% | Sold out |
| Victory Capital Management Inc | 0 | $0 | 0.00% | −110,469−100.0% | Sold out |
| Schonfeld Strategic Advisors LLC | 0 | $0 | 0.00% | −73,100−100.0% | Sold out |
| Deerfield Management Company, L.P. (Series C) | 0 | $0 | 0.00% | −67,056−100.0% | Sold out |
| Wealthspire Advisors, LLC | 0 | $0 | 0.00% | −53,112−100.0% | Sold out |
| New Vernon Capital Holdings II LLC | 0 | $0 | 0.00% | −49,559−100.0% | Sold out |
| Neo Ivy Capital Management | 0 | $0 | 0.00% | −48,660−100.0% | Sold out |