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 2025
Institutional positions in Golub Capital BDC, Inc. as of Mar 31, 2025. 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
- 339
- +17 vs. Q4 2024
- Shares held
- 110.9M
- +7.99M (+7.8%) vs. Q4 2024
- Total value
- $1.69B
- +$118.5M (+7.5%) vs. Q4 2024
- New holders
- 50
- 150 more added
- Sold out
- 33
- 84 more reduced
6 institutions that held it in Q4 2024 haven't filed for Q1 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2025
Shares, value and share of portfolio for each institution holding Golub Capital BDC, Inc.; share changes are against Q4 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Avion Wealth | 13 | $0 | 0.00% | +13 | New |
| Sunbelt Securities, Inc. | 0 | $2 | 0.00% | −306−100.0% | Reduced |
| Iron Horse Wealth Management, LLC | 28 | $424 | 0.00% | +28 | New |
| Bruce G. Allen Investments, LLC | 39 | $590 | 0.00% | +7+21.9% | Added |
| GAMMA Investing LLC | 49 | $742 | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 55 | $833 | 0.00% | +55 | New |
| SOA Wealth Advisors, LLC. | 59 | $893 | 0.00% | 00.0% | Unchanged |
| FMR LLC | 101 | $1.53K | 0.00% | +101 | New |
| Principal Securities, Inc. | 160 | $2.43K | 0.00% | 00.0% | Unchanged |
| Coldstream Capital Management Inc | 163 | $2.46K | 0.00% | +163 | New |
| Glen Eagle Advisors, LLC | 188 | $2.85K | 0.00% | +4+2.2% | Added |
| Compass Wealth Management LLC | 200 | $3.03K | 0.00% | 00.0% | Unchanged |
| Crewe Advisors LLC | 200 | $3.03K | 0.00% | +200 | New |
| Tower Research Capital LLC (TRC) | 294 | $4.43K | 0.00% | −308−51.2% | Reduced |
| Costello Asset Management, INC | 300 | $4.54K | 0.00% | +300 | New |
| Delta Asset Management LLC | 310 | $4.69K | 0.00% | 00.0% | Unchanged |
| GHP Investment Advisors, Inc. | 313 | $4.74K | 0.00% | +313 | New |
| Aventura Private Wealth, LLC | 355 | $5.38K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 453 | $6.86K | 0.00% | −229−33.6% | Reduced |
| Pin Oak Investment Advisors Inc | 460 | $7.00K | 0.01% | 00.0% | Unchanged |
| Rothschild Investment LLC | 500 | $7.57K | 0.00% | 00.0% | Unchanged |
| Federation des caisses Desjardins du Quebec | 500 | $7.57K | 0.00% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 588 | $8.90K | 0.00% | +14+2.4% | Added |
| Caitong International Asset Management Co., Ltd | 779 | $11.8K | 0.01% | +474+155.4% | Added |
| Allworth Financial LP | 1,011 | $14.6K | 0.00% | −14−1.4% | Reduced |
| Westend Capital Management, LLC | 970 | $14.7K | 0.01% | +970 | New |
| Valley National Advisers Inc | 1,000 | $15.0K | 0.00% | 00.0% | Unchanged |
| Silicon Valley Capital Partners | 1,202 | $18.3K | 0.00% | 00.0% | Unchanged |
| Mowery & Schoenfeld Wealth Management, LLC | 1,570 | $23.8K | 0.05% | +1,570 | New |
| Spire Wealth Management | 1,796 | $27.2K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 2,000 | $30.3K | 0.00% | −199−9.0% | Reduced |
| Montag A & Associates Inc | 2,000 | $30.3K | 0.00% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 2,162 | $32.7K | 0.00% | 00.0% | Unchanged |
| Quarry LP | 2,242 | $33.9K | 0.01% | +2,242 | New |
| BI Asset Management Fondsmaeglerselskab A/S | 2,494 | $38.0K | 0.00% | 00.0% | Unchanged |
| VSM Wealth Advisory, LLC | 2,565 | $38.8K | 0.01% | +1,295+102.0% | Added |
| IFP Advisors, Inc | 2,793 | $42.3K | 0.00% | −2,097−42.9% | Reduced |
| Future Financial Wealth Managment LLC | 2,990 | $45.3K | 0.03% | +1,690+130.0% | Added |
| Optiver Holding B.V. | 3,087 | $46.7K | 0.00% | 00.0% | Unchanged |
| Hurley Capital, LLC | 3,238 | $49.0K | 0.04% | 00.0% | Unchanged |
| Boston Private Wealth LLC | 3,279 | $49.6K | 0.00% | +3,279 | New |
| Promus Capital, LLC | 3,400 | $51.5K | 0.04% | +3,400 | New |
| Hexagon Capital Partners LLC | 3,613 | $54.7K | 0.01% | +868+31.6% | Added |
| Parkside Financial Bank & Trust | 3,808 | $57.7K | 0.01% | +692+22.2% | Added |
| Toronto Dominion Bank | 5,000 | $76.0K | 0.00% | +5,000 | New |
| Ronald Blue Trust, Inc. | 6,001 | $90.9K | 0.00% | +5,330+794.3% | Added |
| Lazard Asset Management LLC | 6,524 | $98.0K | 0.00% | −803−11.0% | Reduced |
| Creative Financial Designs Inc | 6,936 | $105.0K | 0.01% | +3,176+84.5% | Added |
| Quest Partners LLC | 7,067 | $107.0K | 0.01% | +2,184+44.7% | Added |
| Simplex Trading, LLC | 8,686 | $131.0K | 0.00% | +4,129+90.6% | Added |
| Quadrant Capital Group LLC | 8,696 | $131.7K | 0.00% | −24,499−73.8% | Reduced |
| Umb Bank N A | 8,826 | $133.6K | 0.00% | −9,678−52.3% | Reduced |
| Cardiff Park Advisors, LLC | 10,000 | $151.4K | 0.01% | +10,000 | New |
| J.W. Cole Advisors, Inc. | 10,178 | $154.1K | 0.00% | +10,178 | New |
| US Bancorp | 10,340 | $156.5K | 0.00% | 00.0% | Unchanged |
| Haven Private, LLC | 10,630 | $160.9K | 0.09% | −21,683−67.1% | Reduced |
| Comprehensive Money Management Services LLC | 10,670 | $161.5K | 0.13% | +10,670 | New |
| Cove Street Capital, LLC | 10,833 | $164.0K | 0.26% | 00.0% | Unchanged |
| Perigon Wealth Management, LLC | 10,911 | $165.2K | 0.00% | +7+0.1% | Added |
| Ancora Advisors, LLC | 10,984 | $166.3K | 0.00% | −507−4.4% | Reduced |
| Eagle Global Advisors LLC | 11,010 | $166.7K | 0.01% | −10,610−49.1% | Reduced |
| Focused Wealth Management, Inc | 11,025 | $166.9K | 0.02% | +392+3.7% | Added |
| Envestnet Portfolio Solutions, Inc. | 11,098 | $168.0K | 0.00% | −3,596−24.5% | Reduced |
| International Assets Investment Management, LLC | 11,118 | $168.3K | 0.01% | 00.0% | Unchanged |
| TrueMark Investments, LLC | 11,157 | $168.9K | 0.04% | −172,237−93.9% | Reduced |
| Signature Wealth Management Partners, LLC | 11,172 | $169.1K | 0.11% | +11,172 | New |
| Plan A Wealth LLC | 11,555 | $174.9K | 0.14% | +467+4.2% | Added |
| O'Rourke & Company, Inc | 11,623 | $176.0K | 0.09% | +11,623 | New |
| Williams Jones Wealth Management, LLC. | 11,717 | $177.4K | 0.00% | 00.0% | Unchanged |
| Kensington Investment Counsel, LLC | 11,966 | $181.2K | 0.08% | +11,966 | New |
| Romano Brothers and Company | 12,125 | $183.6K | 0.02% | 00.0% | Unchanged |
| CFO4Life Group, LLC | 12,176 | $184.3K | 0.03% | +255+2.1% | Added |
| Pine Valley Investments Ltd Liability Co | 12,415 | $188.0K | 0.01% | −1,054−7.8% | Reduced |
| Comerica Bank | 12,513 | $189.4K | 0.00% | −1,629−11.5% | Reduced |
| Ironsides Asset Advisors, LLC | 12,950 | $196.1K | 0.06% | +12,950 | New |
| Cornerstone Wealth Management, LLC | 13,092 | $198.2K | 0.01% | +2,541+24.1% | Added |
| Northwestern Mutual Wealth Management Co | 13,425 | $203.3K | 0.00% | +13,425 | New |
| Pictet & Cie (Europe) SA | 13,500 | $204.4K | 0.00% | +13,500 | New |
| Catalina Capital Group, LLC | 13,565 | $205.4K | 0.14% | +965+7.7% | Added |
| Allspring Global Investments Holdings, LLC | 13,900 | $210.4K | 0.00% | +13,900 | New |
| Mattern Wealth Management LLC | 14,000 | $212.0K | 0.05% | 00.0% | Unchanged |
| Beaumont Financial Advisors, LLC | 14,094 | $213.4K | 0.02% | +243+1.8% | Added |
| Legacy Advisors, LLC | 14,100 | $213.5K | 0.02% | 00.0% | Unchanged |
| Mirae Asset Global Investments Co., Ltd. | 14,334 | $218.6K | 0.00% | +356+2.5% | Added |
| Sowell Financial Services LLC | 14,902 | $225.6K | 0.01% | +848+6.0% | Added |
| Core Wealth Partners LLC | 15,060 | $228.0K | 0.13% | 00.0% | Unchanged |
| Kingswood Wealth Advisors, LLC | 15,240 | $231.4K | 0.02% | −9,493−38.4% | Reduced |
| Quent Capital, LLC | 15,311 | $231.8K | 0.02% | 00.0% | Unchanged |
| Columbia Advisory Partners LLC | 15,348 | $232.4K | 0.20% | +484+3.3% | Added |
| Vident Advisory, LLC | 15,634 | $236.7K | 0.00% | +15,634 | New |
| Equitable Holdings, Inc. | 15,909 | $240.9K | 0.00% | +15,909 | New |
| Atria Wealth Solutions, Inc. | 15,916 | $241.0K | 0.00% | −5,165−24.5% | Reduced |
| Nomura Asset Management Co Ltd | 16,027 | $242.6K | 0.00% | 00.0% | Unchanged |
| MAS Advisors LLC | 16,629 | $251.8K | 0.39% | +4,083+32.5% | Added |
| AdvisorNet Financial, Inc | 16,636 | $251.9K | 0.02% | +14,296+610.9% | Added |
| AlphaCore Capital LLC | 16,869 | $255.4K | 0.02% | +16,869 | New |
| Navellier & Associates Inc | 18,177 | $256.8K | 0.04% | −6,217−25.5% | Reduced |
| Serenus Wealth Advisors, LLC | 17,068 | $258.4K | 0.04% | 00.0% | Unchanged |
| EMC Capital Management | 17,121 | $259.0K | 0.16% | 00.0% | Unchanged |
| AlphaQ Advisors LLC | 17,886 | $270.8K | 0.65% | +17,886 | New |