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 2024
Institutional positions in Golub Capital BDC, Inc. as of Dec 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
- 328
- +48 vs. Q3 2024
- Shares held
- 103.7M
- +9.20M (+9.7%) vs. Q3 2024
- Total value
- $1.59B
- +$145.6M (+10.1%) vs. Q3 2024
- New holders
- 70
- 125 more added
- Sold out
- 22
- 80 more reduced
6 institutions that held it in Q3 2024 haven't filed for Q4 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2024
Shares, value and share of portfolio for each institution holding Golub Capital BDC, Inc.; share changes are against Q3 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Global Retirement Partners, LLC | 6 | $91 | 0.00% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 19 | $288 | 0.00% | +19 | New |
| Bruce G. Allen Investments, LLC | 32 | $485 | 0.00% | +9+39.1% | Added |
| GAMMA Investing LLC | 49 | $743 | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 59 | $894 | 0.00% | +59 | New |
| Principal Securities, Inc. | 160 | $2.43K | 0.00% | +160 | New |
| Glen Eagle Advisors, LLC | 184 | $2.79K | 0.00% | +6+3.4% | Added |
| Compass Wealth Management LLC | 200 | $3.03K | 0.00% | +200 | New |
| Synergy Investment Management, LLC | 211 | $3.20K | 0.00% | +211 | New |
| POM Investment Strategies, LLC | 275 | $4.17K | 0.00% | +275 | New |
| Caitong International Asset Management Co., Ltd | 305 | $4.62K | 0.00% | +305 | New |
| Sunbelt Securities, Inc. | 306 | $4.63K | 0.00% | +9+3.0% | Added |
| Delta Asset Management LLC | 310 | $4.70K | 0.00% | 00.0% | Unchanged |
| Aventura Private Wealth, LLC | 355 | $5.38K | 0.00% | +355 | New |
| Coppell Advisory Solutions LLC | 400 | $6.05K | 0.00% | 00.0% | Unchanged |
| Pin Oak Investment Advisors Inc | 460 | $7.00K | 0.01% | 00.0% | Unchanged |
| Rothschild Investment LLC | 500 | $7.58K | 0.00% | 00.0% | Unchanged |
| Federation des caisses Desjardins du Quebec | 500 | $7.58K | 0.00% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 533 | $8.08K | 0.00% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 574 | $8.70K | 0.00% | +18+3.2% | Added |
| Tower Research Capital LLC (TRC) | 602 | $9.13K | 0.00% | −691−53.4% | Reduced |
| Ronald Blue Trust, Inc. | 671 | $10.2K | 0.00% | +206+44.3% | Added |
| EverSource Wealth Advisors, LLC | 682 | $10.3K | 0.00% | +165+31.9% | Added |
| Steward Partners Investment Advisory, LLC | 700 | $10.6K | 0.00% | 00.0% | Unchanged |
| Synergy Financial Management, LLC | 705 | $10.7K | 0.00% | +705 | New |
| 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 |
| Allworth Financial LP | 1,025 | $15.8K | 0.00% | −1,315−56.2% | Reduced |
| WR Wealth Planners, LLC | 1,200 | $18.2K | 0.01% | 00.0% | Unchanged |
| Silicon Valley Capital Partners | 1,202 | $18.2K | 0.00% | 00.0% | Unchanged |
| VSM Wealth Advisory, LLC | 1,270 | $19.3K | 0.01% | +1,270 | New |
| Future Financial Wealth Managment LLC | 1,300 | $19.7K | 0.01% | 00.0% | Unchanged |
| Hemington Wealth Management | 1,738 | $26.0K | 0.01% | +53+3.1% | Added |
| Spire Wealth Management | 1,796 | $27.2K | 0.00% | 00.0% | Unchanged |
| Group One Trading, L.P. | 1,974 | $29.9K | 0.00% | +1,974 | New |
| Montag A & Associates Inc | 2,000 | $30.3K | 0.00% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 2,162 | $32.8K | 0.00% | −10,000−82.2% | Reduced |
| Private Trust Co NA | 2,199 | $33.3K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 2,340 | $35.5K | 0.00% | −100−4.1% | Reduced |
| BI Asset Management Fondsmaeglerselskab A/S | 2,494 | $38.0K | 0.00% | −7,220−74.3% | Reduced |
| Hexagon Capital Partners LLC | 2,745 | $41.6K | 0.01% | +600+28.0% | Added |
| Optiver Holding B.V. | 3,087 | $46.8K | 0.00% | +688+28.7% | Added |
| Parkside Financial Bank & Trust | 3,116 | $47.2K | 0.01% | +827+36.1% | Added |
| Hurley Capital, LLC | 3,238 | $49.6K | 0.04% | +3,238 | New |
| Basso Capital Management, L.P. | 3,300 | $50.0K | 0.04% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 3,760 | $57.0K | 0.00% | 00.0% | Unchanged |
| Simplex Trading, LLC | 4,557 | $69.0K | 0.00% | +4,557 | New |
| Quest Partners LLC | 4,883 | $74.0K | 0.01% | −145,087−96.7% | Reduced |
| IFP Advisors, Inc | 4,890 | $74.1K | 0.00% | +516+11.8% | Added |
| Lazard Asset Management LLC | 7,327 | $111.0K | 0.00% | +401+5.8% | Added |
| Marex Group plc | 10,000 | $151.6K | 0.00% | −6,782−40.4% | Reduced |
| GatePass Capital, LLC | 10,000 | $151.6K | 0.17% | +10,000 | New |
| US Bancorp | 10,340 | $156.8K | 0.00% | 00.0% | Unchanged |
| Cornerstone Wealth Management, LLC | 10,551 | $160.0K | 0.01% | +10,551 | New |
| Focused Wealth Management, Inc | 10,633 | $161.2K | 0.02% | +285+2.8% | Added |
| Cove Street Capital, LLC | 10,833 | $164.2K | 0.19% | 00.0% | Unchanged |
| Engineers Gate Manager LP | 10,977 | $166.4K | 0.00% | +10,977 | New |
| Mutual Advisors, LLC | 10,868 | $166.6K | 0.00% | −1,222−10.1% | Reduced |
| IFG Advisory, LLC | 11,000 | $166.8K | 0.01% | −420−3.7% | Reduced |
| Perigon Wealth Management, LLC | 10,904 | $167.2K | 0.00% | +415+4.0% | Added |
| Plan A Wealth LLC | 11,088 | $168.1K | 0.15% | +11,088 | New |
| Strategic Wealth Partners, Ltd. | 10,568 | $168.2K | 0.01% | −81−0.8% | Reduced |
| International Assets Investment Management, LLC | 11,118 | $169.8K | 0.01% | −156,875−93.4% | Reduced |
| Empowered Funds, LLC | 11,423 | $173.2K | 0.00% | +11,423 | New |
| Ancora Advisors, LLC | 11,491 | $174.2K | 0.00% | +1,310+12.9% | Added |
| National Philanthropic Trust | 11,520 | $174.6K | 0.00% | 00.0% | Unchanged |
| Embree Financial Group | 11,618 | $176.1K | 0.03% | +319+2.8% | Added |
| First Affirmative Financial Network | 11,634 | $176.4K | 0.10% | −521−4.3% | Reduced |
| Williams Jones Wealth Management, LLC. | 11,717 | $177.6K | 0.00% | +11,717 | New |
| Avantax Advisory Services, Inc. | 11,817 | $179.1K | 0.00% | +11,817 | New |
| CFO4Life Group, LLC | 11,921 | $180.7K | 0.03% | +275+2.4% | Added |
| Aquatic Capital Management LLC | 12,007 | $182.0K | 0.00% | +12,007 | New |
| Romano Brothers and Company | 12,125 | $183.8K | 0.02% | −1,750−12.6% | Reduced |
| MAS Advisors LLC | 12,546 | $190.2K | 0.32% | +411+3.4% | Added |
| Catalina Capital Group, LLC | 12,600 | $191.0K | 0.06% | +256+2.1% | Added |
| Clearstead Advisors, LLC | 12,997 | $197.0K | 0.00% | +9,927+323.4% | Added |
| Pine Valley Investments Ltd Liability Co | 13,469 | $204.2K | 0.01% | −1,300−8.8% | Reduced |
| Beaumont Financial Advisors, LLC | 13,851 | $210.0K | 0.02% | +526+3.9% | Added |
| Mirae Asset Global Investments Co., Ltd. | 13,978 | $211.3K | 0.00% | +13,978 | New |
| Mattern Wealth Management LLC | 14,000 | $212.2K | 0.05% | +1,000+7.7% | Added |
| Sowell Financial Services LLC | 14,054 | $213.1K | 0.01% | −4,899−25.8% | Reduced |
| Legacy Advisors, LLC | 14,100 | $213.8K | 0.02% | 00.0% | Unchanged |
| Comerica Bank | 14,142 | $214.4K | 0.00% | +305+2.2% | Added |
| Promethium Advisors,llc | 14,600 | $221.3K | 0.15% | 00.0% | Unchanged |
| Envestnet Portfolio Solutions, Inc. | 14,694 | $222.8K | 0.00% | +14,694 | New |
| Columbia Advisory Partners LLC | 14,864 | $225.3K | 0.21% | −613−4.0% | Reduced |
| Core Wealth Partners LLC | 15,060 | $228.3K | 0.13% | 00.0% | Unchanged |
| Quent Capital, LLC | 15,311 | $232.1K | 0.02% | 00.0% | Unchanged |
| GeoWealth Management, LLC | 15,616 | $236.7K | 0.01% | +15,450+9,307.2% | Added |
| Vise Technologies, Inc. | 15,998 | $242.5K | 0.02% | +15,998 | New |
| Nomura Asset Management Co Ltd | 16,027 | $243.0K | 0.00% | +13,964+676.9% | Added |
| Foundations Investment Advisors, LLC | 16,264 | $246.6K | 0.00% | +618+3.9% | Added |
| Dark Forest Capital Management LP | 17,053 | $258.5K | 0.04% | +17,053 | New |
| Serenus Wealth Advisors, LLC | 17,068 | $258.8K | 0.04% | +17,068 | New |
| EMC Capital Management | 17,121 | $260.0K | 0.15% | −13,304−43.7% | Reduced |
| New World Advisors LLC | 17,953 | $272.2K | 0.07% | −5,454−23.3% | Reduced |
| AXA S.A. | 18,138 | $275.0K | 0.00% | +18,138 | New |
| Umb Bank N A | 18,504 | $280.5K | 0.00% | 00.0% | Unchanged |
| Wealthspire Advisors, LLC | 19,512 | $295.8K | 0.00% | +19,512 | New |
| Kovack Advisors, Inc. | 19,526 | $296.0K | 0.03% | −5,123−20.8% | Reduced |