Palmer Square Capital BDC Inc.
PSBD- Exchange
- NYSE
- SEC CIK
- 0001794776
In the last 90 days, Palmer Square Capital BDC Inc. insiders filed 2 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 |
|---|---|---|---|---|---|
| Tower Research Capital LLC (TRC) | 100 | $1.23K | 0.00% | +100 | New |
| BNP Paribas Arbitrage, SA | 400 | $4.91K | 0.00% | +400 | New |
| Wells Fargo & Company | 2,501 | $30.7K | 0.00% | +10.0% | Added |
| Arlington Trust Co LLC | 5,198 | $63.8K | 0.01% | 00.0% | Unchanged |
| Evolution Wealth Management Inc. | 5,756 | $70.6K | 0.07% | +5,756 | New |
| JPMorgan Chase & Co | 6,425 | $84.6K | 0.00% | 00.0% | Unchanged |
| Dorsey & Whitney Trust CO LLC | 10,452 | $128.2K | 0.01% | 00.0% | Unchanged |
| Gibson Capital, LLC | 12,490 | $153.3K | 0.03% | 00.0% | Unchanged |
| Royal Bank of Canada | 13,341 | $164.0K | 0.00% | −9,364−41.2% | Reduced |
| Jane Street Group, LLC | 13,760 | $168.8K | 0.00% | +13,760 | New |
| Citadel Advisors LLC | 18,779 | $230.4K | 0.00% | +18,779 | New |
| Creative Planning | 20,287 | $248.9K | 0.00% | 00.0% | Unchanged |
| UBS Group AG | 24,185 | $296.8K | 0.00% | −23,732−49.5% | Reduced |
| Prime Capital Investment Advisors, LLC | 24,500 | $300.6K | 0.00% | +24,500 | New |
| Confluence Investment Management LLC | 25,763 | $316.1K | 0.00% | +4,065+18.7% | Added |
| Mid-American Wealth Advisory Group, Inc. | 29,874 | $366.6K | 0.16% | +29,874 | New |
| Atwood & Palmer Inc | 34,010 | $417.3K | 0.02% | 00.0% | Unchanged |
| Trexquant Investment LP | 42,622 | $523.0K | 0.01% | +19,676+85.7% | Added |
| Umb Bank N A | 81,522 | $1.00M | 0.01% | +81,522 | New |
| CAPROCK Group, Inc. | 74,822 | $1.06M | 0.03% | +74,822 | New |
| BlackRock, Inc. | 100,065 | $1.23M | 0.00% | +100,065 | New |
| Two Sigma Advisers, LP | 100,600 | $1.23M | 0.00% | +21,600+27.3% | Added |
| Marshall Wace, LLP | 109,921 | $1.35M | 0.00% | +109,921 | New |
| Two Sigma Investments, LP | 131,545 | $1.61M | 0.00% | +77,393+142.9% | Added |
| Millennium Management LLC | 134,249 | $1.65M | 0.00% | +2,638+2.0% | Added |
| Renaissance Technologies LLC | 154,100 | $1.89M | 0.00% | +84,400+121.1% | Added |
| Vivaldi Capital Management, LLC | 215,336 | $2.64M | 0.37% | 00.0% | Unchanged |
| Hennion & Walsh Asset Management, Inc. | 227,615 | $2.79M | 0.10% | −7,030−3.0% | Reduced |
| FMR LLC | 235,529 | $2.89M | 0.00% | −48,758−17.2% | Reduced |
| Morgan Stanley | 257,520 | $3.16M | 0.00% | +385+0.1% | Added |
| Sunesis Advisors, LLC | 298,959 | $3.67M | 1.71% | +298,959 | New |
| Bank of America Corp | 367,035 | $4.50M | 0.00% | +66,460+22.1% | Added |
| Arlington Partners LLC | 461,609 | $5.66M | 1.96% | 00.0% | Unchanged |
| Pandi, LLC | 911,854 | $11.2M | 1.48% | 00.0% | Unchanged |
| Bienville Capital Management, LLC | 914,029 | $11.6M | 2.21% | −96,649−9.6% | Reduced |
| Vivaldi Asset Management, LLC | 1,288,338 | $15.8M | 1.02% | −712,223−35.6% | Reduced |
| 1248 Management, LLC | 2,954,713 | $37.5M | 21.15% | 00.0% | Unchanged |
| Mariner, LLC | 3,077,766 | $37.8M | 0.05% | −466,034−13.2% | Reduced |
| OV Management LLC | 3,730,065 | $45.8M | 38.81% | 00.0% | Unchanged |
| 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 |