Palmer Square Capital BDC Inc.
PSBD- Exchange
- NYSE
- SEC CIK
- 0001794776
In the last 90 days, Palmer Square Capital BDC Inc. insiders filed 3 open-market purchases and 0 sales; 42 institutions reported holding it in 13F filings for Q2 2026, worth $166.3M in total; no superinvestor holds it.
13F holders, Q3 2025
Institutional positions in Palmer Square Capital BDC Inc. as of Sep 30, 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
- 39
- +8 vs. Q2 2025
- Shares held
- 16.1M
- −374.3K (−2.3%) vs. Q2 2025
- Total value
- $199.5M
- −$32.4M (−14.0%) vs. Q2 2025
- New holders
- 12
- 9 more added
- Sold out
- 4
- 7 more reduced
Compare with Q2 2025: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting PSBD 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 | 42 | $166.3M |
| Q1 2026 | 46 | $162.4M |
| Q4 2025 | 46 | $201.3M |
| Q3 2025 | 39 | $199.5M |
| Q2 2025 | 31 | $231.9M |
| Q1 2025 | 35 | $229.1M |
| Q4 2024 | 33 | $209.6M |
| Q3 2024 | 30 | $84.7M |
| Q2 2024 | 28 | $50.7M |
| Q1 2024 | 26 | $54.9M |
| Q4 2023 | 0 | $0 |
| Q3 2023 | 0 | $0 |
| Q2 2023 | 0 | $0 |
| Q1 2023 | 0 | $0 |
| Q4 2022 | 0 | $0 |
| Q3 2022 | 0 | $0 |
| Q2 2022 | 0 | $0 |
| Q1 2022 | 0 | $0 |
| Q4 2021 | 0 | $0 |
| Q3 2021 | 0 | $0 |
| Q2 2021 | 0 | $0 |
| Q1 2021 | 0 | $0 |
Institutions, Q3 2025
Shares, value and share of portfolio for each institution holding Palmer Square Capital BDC Inc.; share changes are against Q2 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| OV Management LLC | 3,730,065 | $45.8M | 38.81% | 00.0% | Unchanged |
| Mariner, LLC | 3,077,766 | $37.8M | 0.05% | −466,034−13.2% | Reduced |
| 1248 Management, LLC | 2,954,713 | $37.5M | 21.15% | 00.0% | Unchanged |
| Vivaldi Asset Management, LLC | 1,288,338 | $15.8M | 1.02% | −712,223−35.6% | Reduced |
| Bienville Capital Management, LLC | 914,029 | $11.6M | 2.21% | −96,649−9.6% | Reduced |
| Pandi, LLC | 911,854 | $11.2M | 1.48% | 00.0% | Unchanged |
| Arlington Partners LLC | 461,609 | $5.66M | 1.96% | 00.0% | Unchanged |
| Bank of America Corp | 367,035 | $4.50M | 0.00% | +66,460+22.1% | Added |
| Sunesis Advisors, LLC | 298,959 | $3.67M | 1.71% | +298,959 | New |
| Morgan Stanley | 257,520 | $3.16M | 0.00% | +385+0.1% | Added |
| FMR LLC | 235,529 | $2.89M | 0.00% | −48,758−17.2% | Reduced |
| Hennion & Walsh Asset Management, Inc. | 227,615 | $2.79M | 0.10% | −7,030−3.0% | Reduced |
| Vivaldi Capital Management, LLC | 215,336 | $2.64M | 0.37% | 00.0% | Unchanged |
| Renaissance Technologies LLC | 154,100 | $1.89M | 0.00% | +84,400+121.1% | Added |
| Millennium Management LLC | 134,249 | $1.65M | 0.00% | +2,638+2.0% | Added |
| Two Sigma Investments, LP | 131,545 | $1.61M | 0.00% | +77,393+142.9% | Added |
| Marshall Wace, LLP | 109,921 | $1.35M | 0.00% | +109,921 | New |
| Two Sigma Advisers, LP | 100,600 | $1.23M | 0.00% | +21,600+27.3% | Added |
| BlackRock, Inc. | 100,065 | $1.23M | 0.00% | +100,065 | New |
| CAPROCK Group, Inc. | 74,822 | $1.06M | 0.03% | +74,822 | New |
| Umb Bank N A | 81,522 | $1.00M | 0.01% | +81,522 | New |
| Trexquant Investment LP | 42,622 | $523.0K | 0.01% | +19,676+85.7% | Added |
| Atwood & Palmer Inc | 34,010 | $417.3K | 0.02% | 00.0% | Unchanged |
| Mid-American Wealth Advisory Group, Inc. | 29,874 | $366.6K | 0.16% | +29,874 | New |
| Confluence Investment Management LLC | 25,763 | $316.1K | 0.00% | +4,065+18.7% | Added |
| Prime Capital Investment Advisors, LLC | 24,500 | $300.6K | 0.00% | +24,500 | New |
| UBS Group AG | 24,185 | $296.8K | 0.00% | −23,732−49.5% | Reduced |
| Creative Planning | 20,287 | $248.9K | 0.00% | 00.0% | Unchanged |
| Citadel Advisors LLC | 18,779 | $230.4K | 0.00% | +18,779 | New |
| Jane Street Group, LLC | 13,760 | $168.8K | 0.00% | +13,760 | New |
| Royal Bank of Canada | 13,341 | $164.0K | 0.00% | −9,364−41.2% | Reduced |
| Gibson Capital, LLC | 12,490 | $153.3K | 0.03% | 00.0% | Unchanged |
| Dorsey & Whitney Trust CO LLC | 10,452 | $128.2K | 0.01% | 00.0% | Unchanged |
| JPMorgan Chase & Co | 6,425 | $84.6K | 0.00% | 00.0% | Unchanged |
| Evolution Wealth Management Inc. | 5,756 | $70.6K | 0.07% | +5,756 | New |
| Arlington Trust Co LLC | 5,198 | $63.8K | 0.01% | 00.0% | Unchanged |
| Wells Fargo & Company | 2,501 | $30.7K | 0.00% | +10.0% | Added |
| BNP Paribas Arbitrage, SA | 400 | $4.91K | 0.00% | +400 | New |
| Tower Research Capital LLC (TRC) | 100 | $1.23K | 0.00% | +100 | New |
| Marble Harbor Investment Counsel, LLC | 0 | $0 | 0.00% | −17,900−100.0% | Sold out |
| Susquehanna International Group, LLP | 0 | $0 | 0.00% | −14,134−100.0% | Sold out |
| HRT Financial LP | 0 | $0 | 0.00% | −11,966−100.0% | Sold out |
| GWM Advisors LLC | 0 | $0 | 0.00% | −1,587−100.0% | Sold out |