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 |
|---|---|---|---|---|---|
| Advisor Group Holdings, Inc. | 64,781 | $980.9K | 0.00% | +6,368+10.9% | Added |
| Kovitz Investment Group Partners, LLC | 65,220 | $987.4K | 0.00% | −648−1.0% | Reduced |
| Generali Investments CEE, investicni spolecnost, a.s. | 65,351 | $989.4K | 0.09% | +65,351 | New |
| Albion Financial Group | 66,080 | $1.00M | 0.07% | −43,748−39.8% | Reduced |
| AMG National Trust Bank | 67,139 | $1.02M | 0.03% | 00.0% | Unchanged |
| Ameriprise Financial Inc | 69,374 | $1.05M | 0.00% | +2,996+4.5% | Added |
| Abundance Wealth Counselors | 69,638 | $1.05M | 0.22% | +13,953+25.1% | Added |
| Global Wealth Management Investment Advisory, Inc. | 69,868 | $1.06M | 0.21% | −2,681−3.7% | Reduced |
| Edgemoor Investment Advisors, Inc. | 70,215 | $1.06M | 0.10% | −1,265−1.8% | Reduced |
| Family Management Corp | 70,663 | $1.07M | 0.18% | +4,489+6.8% | Added |
| Sanctuary Advisors, LLC | 71,000 | $1.07M | 0.01% | −1,884−2.6% | Reduced |
| State Street Corp | 71,035 | $1.08M | 0.00% | +71,035 | New |
| Cresset Asset Management, LLC | 73,385 | $1.11M | 0.01% | −53,018−41.9% | Reduced |
| Toroso Investments, LLC | 77,910 | $1.18M | 0.01% | 00.0% | Unchanged |
| Creative Planning | 77,938 | $1.18M | 0.00% | +15,837+25.5% | Added |
| Global Endowment Management, LP | 80,000 | $1.21M | 0.16% | −20,000−20.0% | Reduced |
| J. Safra Sarasin Holding AG | 80,000 | $1.21M | 0.02% | 00.0% | Unchanged |
| Adams Asset Advisors, LLC | 80,190 | $1.21M | 0.17% | 00.0% | Unchanged |
| CIBC World Markets Inc. | 81,415 | $1.23M | 0.00% | −352,522−81.2% | Reduced |
| Simon Quick Advisors, LLC | 81,639 | $1.24M | 0.07% | −420−0.5% | Reduced |
| Goldman Sachs Group Inc | 82,284 | $1.25M | 0.00% | −527,121−86.5% | Reduced |
| Invesco Ltd. | 85,378 | $1.29M | 0.00% | −8,002−8.6% | Reduced |
| Mariner, LLC | 86,038 | $1.30M | 0.00% | +14,090+19.6% | Added |
| Bryn Mawr Trust Co | 91,056 | $1.38M | 0.03% | −21,120−18.8% | Reduced |
| Signaturefd, LLC | 92,074 | $1.39M | 0.03% | −14,672−13.7% | Reduced |
| Greenland Capital Management LP | 106,000 | $1.60M | 0.28% | +29,000+37.7% | Added |
| Independent Financial Group, LLC | 108,265 | $1.64M | 0.06% | −671−0.6% | Reduced |
| Credit Agricole S A | 108,336 | $1.64M | 0.01% | +79,855+280.4% | Added |
| Legacy Capital Wealth Partners, LLC | 110,979 | $1.68M | 0.41% | −8,821−7.4% | Reduced |
| Cetera Investment Advisers | 111,756 | $1.69M | 0.00% | +17,758+18.9% | Added |
| BluePointe Capital Management, LLC | 113,017 | $1.71M | 0.65% | +9,877+9.6% | Added |
| Onyx Bridge Wealth Group LLC | 113,646 | $1.72M | 0.25% | +44,760+65.0% | Added |
| Commonwealth Equity Services, LLC | 115,573 | $1.75M | 0.00% | −755−0.6% | Reduced |
| LRI Investments, LLC | 118,986 | $1.80M | 0.17% | 00.0% | Unchanged |
| Janney Montgomery Scott LLC | 119,856 | $1.81M | 0.01% | +4,798+4.2% | Added |
| Wealthedge Investment Advisors, LLC | 120,216 | $1.82M | 0.82% | +66,551+124.0% | Added |
| General Partner, Inc. | 123,041 | $1.86M | 1.21% | 00.0% | Unchanged |
| Waterloo Capital, L.P. | 127,903 | $1.94M | 0.18% | +7,511+6.2% | Added |
| HRT Financial LP | 130,651 | $1.98M | 0.01% | −258,553−66.4% | Reduced |
| Royal Bank of Canada | 131,544 | $1.99M | 0.00% | +38,534+41.4% | Added |
| EP Wealth Advisors, LLC | 145,855 | $2.21M | 0.02% | −23,909−14.1% | Reduced |
| Bank of New York Mellon Corp | 148,775 | $2.25M | 0.00% | +34,105+29.7% | Added |
| Texas Yale Capital Corp. | 173,139 | $2.62M | 0.11% | +16,933+10.8% | Added |
| GraniteShares Advisors LLC | 173,185 | $2.62M | 1.67% | +10,500+6.5% | Added |
| Prelude Capital Management, LLC | 175,167 | $2.65M | 0.27% | +25,167+16.8% | Added |
| Advisors Asset Management, Inc. | 176,439 | $2.67M | 0.05% | +13,386+8.2% | Added |
| Ieq Capital, LLC | 183,422 | $2.78M | 0.02% | +15,273+9.1% | Added |
| 1832 Asset Management L.P. | 184,492 | $2.79M | 0.01% | +39,700+27.4% | Added |
| Advisor OS, LLC | 193,220 | $2.93M | 0.33% | +4,417+2.3% | Added |
| United Advisor Group, LLC | 205,482 | $3.11M | 0.64% | +3,832+1.9% | Added |
| Snowden Capital Advisors LLC | 209,891 | $3.18M | 0.10% | +22,639+12.1% | Added |
| Connor, Clark & Lunn Investment Management Ltd. | 215,615 | $3.26M | 0.01% | +14,934+7.4% | Added |
| Parallel Advisors, LLC | 218,694 | $3.31M | 0.07% | +9,330+4.5% | Added |
| BNP Paribas Arbitrage, SA | 231,113 | $3.50M | 0.00% | +92,915+67.2% | Added |
| Bank of Montreal | 232,862 | $3.53M | 0.00% | 00.0% | Unchanged |
| New England Asset Management Inc | 232,876 | $3.53M | 0.57% | 00.0% | Unchanged |
| Naviter Wealth, LLC | 237,138 | $3.62M | 0.44% | +27,412+13.1% | Added |
| Blueprint Investment Partners LLC | 248,161 | $3.76M | 0.69% | −98,888−28.5% | Reduced |
| HB Wealth Management, LLC | 251,150 | $3.80M | 0.03% | −2,763−1.1% | Reduced |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 253,000 | $3.83M | 0.01% | +200+0.1% | Added |
| Great West Life Assurance Co | 254,659 | $3.86M | 0.01% | +113,264+80.1% | Added |
| Eagle Bay Advisors LLC | 260,325 | $3.94M | 3.34% | +76,723+41.8% | Added |
| First National Trust Co | 264,177 | $4.00M | 0.16% | 00.0% | Unchanged |
| Cura Wealth Advisors, LLC | 268,700 | $4.07M | 1.65% | +27,700+11.5% | Added |
| Lido Advisors, LLC | 270,383 | $4.09M | 0.02% | +55,814+26.0% | Added |
| Truvestments Capital LLC | 273,880 | $4.15M | 0.90% | +102,952+60.2% | Added |
| Anchor Investment Management, LLC | 279,423 | $4.23M | 0.39% | +5,308+1.9% | Added |
| Wiley Bros.-Aintree Capital, LLC | 286,821 | $4.38M | 0.05% | +22,470+8.5% | Added |
| Merit Financial Group, LLC | 295,706 | $4.48M | 0.07% | 00.0% | Unchanged |
| Brown Advisory Inc | 298,354 | $4.52M | 0.01% | −12,704−4.1% | Reduced |
| Envestnet Asset Management Inc | 302,385 | $4.58M | 0.00% | −69,978−18.8% | Reduced |
| D.A. Davidson & Co. | 302,865 | $4.59M | 0.04% | +41,087+15.7% | Added |
| First Trust Advisors LP | 319,107 | $4.83M | 0.00% | −39,029−10.9% | Reduced |
| Prairiewood Capital, LLC | 321,265 | $4.86M | 1.98% | +10,565+3.4% | Added |
| Schechter Investment Advisors, LLC | 325,337 | $4.93M | 0.41% | +100,000+44.4% | Added |
| Advisors Capital Management, LLC | 326,292 | $4.94M | 0.08% | −5,609−1.7% | Reduced |
| Hennion & Walsh Asset Management, Inc. | 329,748 | $4.99M | 0.22% | +84,129+34.3% | Added |
| Pathstone Holdings, LLC | 336,289 | $5.09M | 0.02% | +24,410+7.8% | Added |
| Condor Capital Management | 342,054 | $5.18M | 0.48% | +34,427+11.2% | Added |
| Castlekeep Investment Advisors LLC | 342,447 | $5.18M | 2.66% | +260,982+320.4% | Added |
| Next Capital Management LLC | 342,953 | $5.19M | 2.49% | −240,923−41.3% | Reduced |
| Citigroup Inc | 347,541 | $5.26M | 0.00% | +1,662+0.5% | Added |
| M Holdings Securities, Inc. | 348,587 | $5.28M | 0.88% | +11,087+3.3% | Added |
| Confluence Investment Management LLC | 349,833 | $5.30M | 0.08% | +2,345+0.7% | Added |
| Tranquility Partners, LLC | 351,815 | $5.33M | 2.06% | +9,470+2.8% | Added |
| Hilton Capital Management, LLC | 373,043 | $5.65M | 0.48% | +4,678+1.3% | Added |
| Raymond James Financial Inc | 380,999 | $5.77M | 0.00% | +86,161+29.2% | Added |
| OneAscent Wealth Management LLC | 398,483 | $6.03M | 2.62% | −23,374−5.5% | Reduced |
| Two Sigma Investments, LP | 419,829 | $6.36M | 0.01% | −305,364−42.1% | Reduced |
| SCS Capital Management LLC | 422,846 | $6.40M | 0.08% | +422,846 | New |
| LPL Financial LLC | 424,266 | $6.42M | 0.00% | +58,907+16.1% | Added |
| Atria Investments LLC | 424,936 | $6.43M | 0.08% | −558,350−56.8% | Reduced |
| UBS Asset Management Americas Inc | 428,715 | $6.49M | 0.00% | +428,715 | New |
| Shikiar Asset Management Inc | 445,680 | $6.75M | 2.01% | −10,050−2.2% | Reduced |
| Stifel Financial Corp | 460,870 | $6.98M | 0.01% | −39,376−7.9% | Reduced |
| Neuberger Berman Group LLC | 480,083 | $7.27M | 0.01% | +3,408+0.7% | Added |
| Wells Fargo & Company | 497,978 | $7.54M | 0.00% | +3,246+0.7% | Added |
| Granite FO LLC | 504,535 | $7.64M | 4.34% | −29,495−5.5% | Reduced |
| Callodine Capital Management, LP | 525,000 | $7.95M | 1.32% | 00.0% | Unchanged |
| Two Sigma Advisers, LP | 530,300 | $8.03M | 0.02% | −44,800−7.8% | Reduced |