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 |
|---|---|---|---|---|---|
| Oppenheimer & Co Inc | 19,775 | $299.8K | 0.00% | +9,069+84.7% | Added |
| Northstar Group, Inc. | 19,788 | $300.0K | 0.05% | 00.0% | Unchanged |
| Fox Run Management, L.L.C. | 19,836 | $300.7K | 0.05% | +19,836 | New |
| Cary Street Partners Financial LLC | 20,548 | $311.5K | 0.01% | +20,548 | New |
| Joel Isaacson & Co., LLC | 20,777 | $315.0K | 0.01% | +20,777 | New |
| Modera Wealth Management, LLC | 20,815 | $315.6K | 0.00% | +178+0.9% | Added |
| Atria Wealth Solutions, Inc. | 21,081 | $319.6K | 0.00% | −2,119−9.1% | Reduced |
| Dynamic Advisor Solutions LLC | 21,131 | $320.3K | 0.01% | +2,275+12.1% | Added |
| M&T Bank Corp | 21,397 | $324.4K | 0.00% | 00.0% | Unchanged |
| Beverly Hills Private Wealth, LLC | 21,466 | $325.4K | 0.07% | 00.0% | Unchanged |
| Eagle Global Advisors LLC | 21,620 | $327.8K | 0.01% | 00.0% | Unchanged |
| Country Club Bank | 22,083 | $333.9K | 0.02% | +22,083 | New |
| Port Capital LLC | 22,000 | $334.0K | 0.02% | 00.0% | Unchanged |
| Wall Street Access Asset Management, LLC | 23,052 | $349.5K | 0.13% | +13,048+130.4% | Added |
| Evergreen Capital Management LLC | 23,165 | $351.2K | 0.01% | +2,850+14.0% | Added |
| Pinnacle Wealth Management Advisory Group, LLC | 23,287 | $353.0K | 0.03% | +23,287 | New |
| Essex Financial Services, Inc. | 23,500 | $356.3K | 0.03% | 00.0% | Unchanged |
| 5T Wealth, LLC | 24,067 | $364.8K | 0.20% | +24,067 | New |
| Benjamin Edwards Inc | 24,261 | $367.7K | 0.01% | +24,261 | New |
| Navellier & Associates Inc | 24,394 | $369.8K | 0.04% | +5,760+30.9% | Added |
| Eqis Capital Management, Inc. | 24,705 | $374.5K | 0.03% | −312−1.2% | Reduced |
| Kingswood Wealth Advisors, LLC | 24,733 | $375.0K | 0.03% | +24,733 | New |
| Entropy Technologies, LP | 25,193 | $381.9K | 0.04% | +25,193 | New |
| Blair William & Co | 26,176 | $396.8K | 0.00% | −838−3.1% | Reduced |
| MML Investors Services, LLC | 26,563 | $403.0K | 0.00% | +1,532+6.1% | Added |
| Susquehanna International Group, LLP | 26,683 | $404.5K | 0.00% | +26,683 | New |
| Colony Group, LLC | 26,697 | $404.7K | 0.00% | +26,697 | New |
| Manchester Capital Management LLC | 26,800 | $406.3K | 0.05% | 00.0% | Unchanged |
| Summit Financial, LLC | 27,913 | $423.2K | 0.01% | +27,913 | New |
| Pallas Capital Advisors LLC | 28,179 | $427.2K | 0.02% | +28,179 | New |
| Manhattan West Asset Management, LLC | 28,448 | $431.3K | 0.12% | 00.0% | Unchanged |
| Credit Agricole S A | 28,481 | $431.8K | 0.00% | +1,567+5.8% | Added |
| Penbrook Management LLC | 28,630 | $434.0K | 0.30% | +28,630 | New |
| Pinnacle Associates Ltd | 31,620 | $479.4K | 0.01% | +31,620 | New |
| Truist Financial Corp | 31,788 | $481.9K | 0.00% | +20,101+172.0% | Added |
| Grimes & Company, Inc. | 32,151 | $487.4K | 0.01% | +7,823+32.2% | Added |
| Haven Private, LLC | 32,313 | $489.9K | 0.27% | +32,313 | New |
| Accurate Wealth Management, LLC | 32,980 | $491.4K | 0.09% | +32,980 | New |
| Private Advisor Group, LLC | 32,637 | $494.8K | 0.00% | +7,291+28.8% | Added |
| Brinker Capital Investments, LLC | 32,661 | $495.1K | 0.00% | +32,661 | New |
| Orion Portfolio Solutions, LLC | 32,661 | $495.1K | 0.00% | +32,661 | New |
| Quadrant Capital Group LLC | 33,195 | $503.2K | 0.03% | +32,000+2,677.8% | Added |
| Klingman & Associates, LLC | 33,538 | $508.4K | 0.03% | −29,000−46.4% | Reduced |
| Virtu Financial LLC | 33,668 | $510.0K | 0.03% | +33,668 | New |
| Delphi Management Inc | 33,880 | $514.0K | 0.50% | +4,373+14.8% | Added |
| Silvercrest Asset Management Group LLC | 33,982 | $515.2K | 0.00% | −45,060−57.0% | Reduced |
| RDA Financial Network | 34,312 | $520.2K | 0.15% | +2,944+9.4% | Added |
| Trust Co of Vermont | 34,355 | $520.8K | 0.03% | 00.0% | Unchanged |
| Nicholas Hoffman & Company, LLC. | 34,505 | $523.1K | 0.02% | −4,026−10.4% | Reduced |
| Guggenheim Capital LLC | 35,050 | $531.4K | 0.00% | +2,136+6.5% | Added |
| Golden State Equity Partners | 35,712 | $541.4K | 0.10% | −381−1.1% | Reduced |
| ProShare Advisors LLC | 36,063 | $546.7K | 0.00% | +6,025+20.1% | Added |
| GWM Advisors LLC | 36,356 | $551.2K | 0.00% | +9,214+33.9% | Added |
| Brown Brothers Harriman & Co | 36,667 | $555.9K | 0.00% | +36,667 | New |
| Moors & Cabot, Inc. | 37,225 | $564.3K | 0.03% | −918−2.4% | Reduced |
| Magnolia Capital Advisors LLC | 37,312 | $565.7K | 0.15% | +11,492+44.5% | Added |
| CIBC Private Wealth Group, LLC | 37,977 | $569.3K | 0.00% | −1,791−4.5% | Reduced |
| Keel Point, LLC | 37,843 | $573.7K | 0.05% | +37,843 | New |
| OneAscent Family Office, LLC | 39,033 | $592.0K | 1.08% | +39,033 | New |
| XTX Topco Ltd | 39,586 | $600.1K | 0.05% | +6,432+19.4% | Added |
| Riverbridge Partners LLC | 39,749 | $602.6K | 0.01% | +213+0.5% | Added |
| Union Bancaire Privee, UBP SA | 39,891 | $604.7K | 0.01% | +39,891 | New |
| Geneos Wealth Management Inc. | 39,899 | $604.9K | 0.02% | −1,726−4.1% | Reduced |
| Evercore Wealth Management, LLC | 40,250 | $610.2K | 0.01% | 00.0% | Unchanged |
| Mandatum Life Insurance Co Ltd | 40,816 | $618.8K | 0.18% | +1,997+5.1% | Added |
| Cambridge Investment Research Advisors, Inc. | 41,123 | $623.0K | 0.00% | +23,774+137.0% | Added |
| Wedbush Securities Inc | 41,381 | $627.0K | 0.02% | 00.0% | Unchanged |
| IFC Advisors LLC | 42,238 | $640.3K | 0.14% | +42,238 | New |
| BBR Partners, LLC | 43,331 | $656.9K | 0.05% | 00.0% | Unchanged |
| Redhawk Wealth Advisors, Inc. | 45,643 | $692.0K | 0.09% | −7,591−14.3% | Reduced |
| Chicago Partners Investment Group LLC | 47,148 | $706.7K | 0.02% | −68−0.1% | Reduced |
| Nations Financial Group Inc, | 46,774 | $709.1K | 0.05% | −238−0.5% | Reduced |
| Triumph Capital Management | 48,522 | $735.6K | 0.25% | −34,925−41.9% | Reduced |
| Mercer Global Advisors Inc | 49,694 | $753.4K | 0.00% | +49,694 | New |
| Amplius Wealth Advisors, LLC | 50,231 | $761.5K | 0.08% | +2,007+4.2% | Added |
| Virtus ETF Advisers LLC | 50,686 | $768.4K | 0.31% | +4,764+10.4% | Added |
| Wealthedge Investment Advisors, LLC | 53,665 | $813.6K | 0.37% | +53,665 | New |
| Abundance Wealth Counselors | 55,685 | $844.0K | 0.18% | −122,813−68.8% | Reduced |
| Evoke Wealth, LLC | 56,153 | $851.3K | 0.02% | +16,809+42.7% | Added |
| Whipplewood Advisors, LLC | 56,439 | $855.6K | 0.49% | +56,439 | New |
| Advisor Group Holdings, Inc. | 58,413 | $885.7K | 0.00% | −54,766−48.4% | Reduced |
| Manufacturers Life Insurance Company, The | 59,218 | $897.7K | 0.00% | −944−1.6% | Reduced |
| Silverberg Bernstein Capital Management LLC | 60,100 | $911.1K | 0.80% | 00.0% | Unchanged |
| Creative Planning | 62,101 | $941.4K | 0.00% | −119,994−65.9% | Reduced |
| Neville Rodie & Shaw Inc | 62,463 | $947.0K | 0.07% | +7,906+14.5% | Added |
| Barclays PLC | 64,432 | $976.8K | 0.00% | −125,700−66.1% | Reduced |
| Kovitz Investment Group Partners, LLC | 65,868 | $998.6K | 0.00% | −16,388−19.9% | Reduced |
| Douglass Winthrop Advisors, LLC | 65,987 | $1.00M | 0.02% | 00.0% | Unchanged |
| Family Management Corp | 66,174 | $1.00M | 0.16% | −92−0.1% | Reduced |
| Ameriprise Financial Inc | 66,378 | $1.01M | 0.00% | +9,429+16.6% | Added |
| AMG National Trust Bank | 67,139 | $1.02M | 0.03% | 00.0% | Unchanged |
| Onyx Bridge Wealth Group LLC | 68,886 | $1.04M | 0.15% | +7,729+12.6% | Added |
| Edgemoor Investment Advisors, Inc. | 71,480 | $1.08M | 0.10% | −5,187−6.8% | Reduced |
| Mariner, LLC | 71,948 | $1.09M | 0.00% | −61,297−46.0% | Reduced |
| Global Wealth Management Investment Advisory, Inc. | 72,549 | $1.10M | 0.23% | +6,629+10.1% | Added |
| Squarepoint Ops LLC | 73,355 | $1.11M | 0.00% | +47,564+184.4% | Added |
| Sanctuary Advisors, LLC | 72,884 | $1.14M | 0.01% | +896+1.2% | Added |
| NBT Bank N A | 76,287 | $1.16M | 0.08% | −2,000−2.6% | Reduced |
| Greenland Capital Management LP | 77,000 | $1.17M | 0.23% | −84,100−52.2% | Reduced |
| Toroso Investments, LLC | 77,910 | $1.18M | 0.01% | +1,750+2.3% | Added |