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 |
|---|---|---|---|---|---|
| HRT Financial LP | 130,651 | $1.98M | 0.01% | −258,553−66.4% | Reduced |
| Waterloo Capital, L.P. | 127,903 | $1.94M | 0.18% | +7,511+6.2% | Added |
| General Partner, Inc. | 123,041 | $1.86M | 1.21% | 00.0% | Unchanged |
| Wealthedge Investment Advisors, LLC | 120,216 | $1.82M | 0.82% | +66,551+124.0% | Added |
| Janney Montgomery Scott LLC | 119,856 | $1.81M | 0.01% | +4,798+4.2% | Added |
| LRI Investments, LLC | 118,986 | $1.80M | 0.17% | 00.0% | Unchanged |
| Commonwealth Equity Services, LLC | 115,573 | $1.75M | 0.00% | −755−0.6% | Reduced |
| Onyx Bridge Wealth Group LLC | 113,646 | $1.72M | 0.25% | +44,760+65.0% | Added |
| BluePointe Capital Management, LLC | 113,017 | $1.71M | 0.65% | +9,877+9.6% | Added |
| Cetera Investment Advisers | 111,756 | $1.69M | 0.00% | +17,758+18.9% | Added |
| Legacy Capital Wealth Partners, LLC | 110,979 | $1.68M | 0.41% | −8,821−7.4% | Reduced |
| Credit Agricole S A | 108,336 | $1.64M | 0.01% | +79,855+280.4% | Added |
| Independent Financial Group, LLC | 108,265 | $1.64M | 0.06% | −671−0.6% | Reduced |
| Greenland Capital Management LP | 106,000 | $1.60M | 0.28% | +29,000+37.7% | Added |
| Signaturefd, LLC | 92,074 | $1.39M | 0.03% | −14,672−13.7% | Reduced |
| Bryn Mawr Trust Co | 91,056 | $1.38M | 0.03% | −21,120−18.8% | Reduced |
| Mariner, LLC | 86,038 | $1.30M | 0.00% | +14,090+19.6% | Added |
| Invesco Ltd. | 85,378 | $1.29M | 0.00% | −8,002−8.6% | Reduced |
| Goldman Sachs Group Inc | 82,284 | $1.25M | 0.00% | −527,121−86.5% | Reduced |
| Simon Quick Advisors, LLC | 81,639 | $1.24M | 0.07% | −420−0.5% | Reduced |
| CIBC World Markets Inc. | 81,415 | $1.23M | 0.00% | −352,522−81.2% | Reduced |
| Adams Asset Advisors, LLC | 80,190 | $1.21M | 0.17% | 00.0% | Unchanged |
| 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 |
| Creative Planning | 77,938 | $1.18M | 0.00% | +15,837+25.5% | Added |
| Toroso Investments, LLC | 77,910 | $1.18M | 0.01% | 00.0% | Unchanged |
| Cresset Asset Management, LLC | 73,385 | $1.11M | 0.01% | −53,018−41.9% | Reduced |
| State Street Corp | 71,035 | $1.08M | 0.00% | +71,035 | New |
| Sanctuary Advisors, LLC | 71,000 | $1.07M | 0.01% | −1,884−2.6% | Reduced |
| Family Management Corp | 70,663 | $1.07M | 0.18% | +4,489+6.8% | Added |
| Edgemoor Investment Advisors, Inc. | 70,215 | $1.06M | 0.10% | −1,265−1.8% | Reduced |
| Global Wealth Management Investment Advisory, Inc. | 69,868 | $1.06M | 0.21% | −2,681−3.7% | Reduced |
| Abundance Wealth Counselors | 69,638 | $1.05M | 0.22% | +13,953+25.1% | Added |
| Ameriprise Financial Inc | 69,374 | $1.05M | 0.00% | +2,996+4.5% | Added |
| AMG National Trust Bank | 67,139 | $1.02M | 0.03% | 00.0% | Unchanged |
| Albion Financial Group | 66,080 | $1.00M | 0.07% | −43,748−39.8% | Reduced |
| Generali Investments CEE, investicni spolecnost, a.s. | 65,351 | $989.4K | 0.09% | +65,351 | New |
| Kovitz Investment Group Partners, LLC | 65,220 | $987.4K | 0.00% | −648−1.0% | Reduced |
| Advisor Group Holdings, Inc. | 64,781 | $980.9K | 0.00% | +6,368+10.9% | Added |
| Barclays PLC | 64,432 | $975.5K | 0.00% | 00.0% | Unchanged |
| Silverberg Bernstein Capital Management LLC | 63,200 | $956.8K | 0.89% | +3,100+5.2% | Added |
| Redhawk Wealth Advisors, Inc. | 63,082 | $955.1K | 0.13% | +17,439+38.2% | Added |
| Virtus Investment Advisers, Inc. | 63,057 | $954.7K | 0.26% | +63,057 | New |
| Neville Rodie & Shaw Inc | 62,165 | $941.0K | 0.07% | −298−0.5% | Reduced |
| D. E. Shaw & Co., Inc. | 61,295 | $928.0K | 0.00% | −83,454−57.7% | Reduced |
| Whipplewood Advisors, LLC | 451 | $859.1K | 0.51% | −55,988−99.2% | Reduced |
| Evoke Wealth, LLC | 56,153 | $850.2K | 0.02% | 00.0% | Unchanged |
| Susquehanna International Group, LLP | 53,614 | $811.7K | 0.00% | +26,931+100.9% | Added |
| Chicago Partners Investment Group LLC | 57,061 | $809.1K | 0.03% | +9,913+21.0% | Added |
| Mercer Global Advisors Inc | 51,847 | $785.0K | 0.00% | +2,153+4.3% | Added |
| Amplius Wealth Advisors, LLC | 51,157 | $774.5K | 0.08% | +926+1.8% | Added |
| Triumph Capital Management | 51,003 | $772.2K | 0.26% | +2,481+5.1% | Added |
| Manufacturers Life Insurance Company, The | 49,855 | $754.8K | 0.00% | −9,363−15.8% | Reduced |
| Evercore Wealth Management, LLC | 49,250 | $745.6K | 0.01% | +9,000+22.4% | Added |
| IFC Advisors LLC | 48,417 | $733.0K | 0.15% | +6,179+14.6% | Added |
| Mandatum Life Insurance Co Ltd | 46,457 | $703.4K | 0.22% | +5,641+13.8% | Added |
| NBT Bank N A | 46,287 | $700.8K | 0.05% | −30,000−39.3% | Reduced |
| Jain Global LLC | 45,351 | $686.6K | 0.01% | +45,351 | New |
| Accurate Wealth Management, LLC | 49,990 | $683.9K | 0.13% | +17,010+51.6% | Added |
| Riverbridge Partners LLC | 44,229 | $669.6K | 0.01% | +4,480+11.3% | Added |
| Nations Financial Group Inc, | 44,194 | $669.1K | 0.05% | −2,580−5.5% | Reduced |
| Pallas Capital Advisors LLC | 44,039 | $666.8K | 0.03% | +15,860+56.3% | Added |
| Arcus Capital Partners, LLC | 43,971 | $665.7K | 0.27% | +43,971 | New |
| Blair William & Co | 43,826 | $663.5K | 0.00% | +17,650+67.4% | Added |
| GWM Advisors LLC | 43,534 | $659.1K | 0.00% | +7,178+19.7% | Added |
| OneAscent Investment Solutions LLC | 43,359 | $656.0K | 0.78% | +43,359 | New |
| Wedbush Securities Inc | 42,881 | $649.0K | 0.02% | +1,500+3.6% | Added |
| Geneos Wealth Management Inc. | 41,942 | $635.0K | 0.02% | +2,043+5.1% | Added |
| Magnolia Capital Advisors LLC | 41,203 | $623.8K | 0.17% | +3,891+10.4% | Added |
| Cambridge Investment Research Advisors, Inc. | 40,828 | $618.0K | 0.00% | −295−0.7% | Reduced |
| Private Advisor Group, LLC | 40,213 | $608.8K | 0.00% | +7,576+23.2% | Added |
| Union Bancaire Privee, UBP SA | 39,891 | $604.0K | 0.01% | 00.0% | Unchanged |
| ProShare Advisors LLC | 39,877 | $603.7K | 0.00% | +3,814+10.6% | Added |
| Apollon Wealth Management, LLC | 39,329 | $595.4K | 0.01% | +39,329 | New |
| Oppenheimer & Co Inc | 39,271 | $594.6K | 0.01% | +19,496+98.6% | Added |
| OneAscent Family Office, LLC | 39,022 | $591.0K | 0.55% | −110.0% | Reduced |
| Keel Point, LLC | 38,806 | $587.5K | 0.05% | +963+2.5% | Added |
| Gsa Capital Partners LLP | 37,243 | $564.0K | 0.05% | −123,543−76.8% | Reduced |
| Brown Brothers Harriman & Co | 36,667 | $555.1K | 0.00% | 00.0% | Unchanged |
| Centiva Capital, LP | 36,604 | $554.2K | 0.03% | +36,604 | New |
| Moors & Cabot, Inc. | 36,603 | $554.2K | 0.03% | −622−1.7% | Reduced |
| Pasadena Private Wealth, LLC | 36,000 | $545.0K | 0.11% | +36,000 | New |
| Douglass Winthrop Advisors, LLC | 35,987 | $544.8K | 0.01% | −30,000−45.5% | Reduced |
| RDA Financial Network | 35,773 | $541.6K | 0.16% | +1,461+4.3% | Added |
| Guggenheim Capital LLC | 35,366 | $535.4K | 0.01% | +316+0.9% | Added |
| Truist Financial Corp | 34,695 | $525.3K | 0.00% | +2,907+9.1% | Added |
| Golden State Equity Partners | 34,564 | $523.3K | 0.10% | −1,148−3.2% | Reduced |
| Trust Co of Vermont | 34,355 | $520.1K | 0.03% | 00.0% | Unchanged |
| CIBC Private Wealth Group, LLC | 39,711 | $517.4K | 0.00% | +1,734+4.6% | Added |
| Silvercrest Asset Management Group LLC | 33,982 | $514.5K | 0.00% | 00.0% | Unchanged |
| MML Investors Services, LLC | 33,887 | $513.0K | 0.00% | +7,324+27.6% | Added |
| Penbrook Management LLC | 33,880 | $512.9K | 0.39% | +5,250+18.3% | Added |
| Shade Tree Advisors LLC | 33,565 | $508.2K | 0.50% | +33,565 | New |
| Klingman & Associates, LLC | 33,538 | $507.8K | 0.03% | 00.0% | Unchanged |
| Colony Group, LLC | 33,355 | $505.0K | 0.00% | +6,658+24.9% | Added |
| Nicholas Hoffman & Company, LLC. | 33,236 | $503.2K | 0.02% | −1,269−3.7% | Reduced |
| Mackenzie Financial Corp | 32,940 | $498.7K | 0.00% | +32,940 | New |
| Brinker Capital Investments, LLC | 31,975 | $484.1K | 0.00% | −686−2.1% | Reduced |
| Orion Portfolio Solutions, LLC | 31,975 | $484.1K | 0.00% | −686−2.1% | Reduced |
| Steward Partners Investment Advisory, LLC | 31,479 | $476.6K | 0.00% | +30,779+4,397.0% | Added |