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, Q4 2025
Institutional positions in Palmer Square Capital BDC Inc. as of Dec 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
- 46
- +7 vs. Q3 2025
- Shares held
- 16.3M
- +228.1K (+1.4%) vs. Q3 2025
- Total value
- $201.3M
- +$1.78M (+0.9%) vs. Q3 2025
- New holders
- 12
- 12 more added
- Sold out
- 5
- 13 more reduced
Compare with Q3 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, Q4 2025
Shares, value and share of portfolio for each institution holding Palmer Square Capital BDC Inc.; share changes are against Q3 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| OV Management LLC | 3,730,065 | $45.5M | 39.38% | 00.0% | Unchanged |
| 1248 Management, LLC | 2,954,713 | $37.3M | 19.95% | 00.0% | Unchanged |
| Mariner, LLC | 2,654,014 | $32.4M | 0.04% | −423,752−13.8% | Reduced |
| Vivaldi Asset Management, LLC | 1,288,337 | $15.7M | 0.95% | −10.0% | Reduced |
| Pandi, LLC | 911,854 | $11.1M | 1.77% | 00.0% | Unchanged |
| Rivernorth Capital Management, LLC | 580,542 | $7.08M | 0.33% | +580,542 | New |
| Bienville Capital Management, LLC | 558,394 | $7.05M | 1.12% | −355,635−38.9% | Reduced |
| Bank of America Corp | 520,384 | $6.34M | 0.00% | +153,349+41.8% | Added |
| Arlington Partners LLC | 461,609 | $5.63M | 40.02% | 00.0% | Unchanged |
| Sunesis Advisors, LLC | 298,959 | $3.64M | 1.65% | 00.0% | Unchanged |
| Two Sigma Investments, LP | 242,407 | $2.95M | 0.00% | +110,862+84.3% | Added |
| Hennion & Walsh Asset Management, Inc. | 220,334 | $2.69M | 0.09% | −7,281−3.2% | Reduced |
| Closed-End Fund Advisors, Inc. | 220,334 | $2.69M | 1.59% | +220,334 | New |
| Vivaldi Capital Management, LLC | 215,336 | $2.62M | 0.36% | 00.0% | Unchanged |
| Two Sigma Advisers, LP | 193,600 | $2.36M | 0.00% | +93,000+92.4% | Added |
| Renaissance Technologies LLC | 183,000 | $2.23M | 0.00% | +28,900+18.8% | Added |
| Citadel Advisors LLC | 120,004 | $1.46M | 0.00% | +101,225+539.0% | Added |
| Millennium Management LLC | 112,838 | $1.38M | 0.00% | −21,411−15.9% | Reduced |
| BlackRock, Inc. | 105,354 | $1.28M | 0.00% | +5,289+5.3% | Added |
| Umb Bank N A | 81,522 | $993.8K | 0.01% | 00.0% | Unchanged |
| Opal Wealth Advisors, LLC | 76,334 | $930.5K | 0.24% | +76,334 | New |
| FMR LLC | 74,067 | $902.9K | 0.00% | −161,462−68.6% | Reduced |
| CAPROCK Group, Inc. | 62,395 | $787.4K | 0.02% | −12,427−16.6% | Reduced |
| Advisor OS, LLC | 56,161 | $684.6K | 0.06% | +56,161 | New |
| Mid-American Wealth Advisory Group, Inc. | 54,528 | $664.7K | 0.28% | +24,654+82.5% | Added |
| Trexquant Investment LP | 50,118 | $610.9K | 0.01% | +7,496+17.6% | Added |
| StoryOne LLC | 0 | $527.7K | 0.32% | 0 | New |
| Jane Street Group, LLC | 39,531 | $481.9K | 0.00% | +25,771+187.3% | Added |
| Marshall Wace, LLP | 31,590 | $385.1K | 0.00% | −78,331−71.3% | Reduced |
| XTX Topco Ltd | 28,792 | $351.0K | 0.01% | +28,792 | New |
| BNP Paribas Arbitrage, SA | 28,634 | $349.0K | 0.00% | +28,234+7,058.5% | Added |
| Prime Capital Investment Advisors, LLC | 26,000 | $316.9K | 0.00% | +1,500+6.1% | Added |
| Clear Harbor Asset Management, LLC | 25,047 | $305.3K | 0.02% | +25,047 | New |
| Confluence Investment Management LLC | 23,401 | $285.3K | 0.00% | −2,362−9.2% | Reduced |
| Creative Planning | 20,319 | $247.7K | 0.00% | +32+0.2% | Added |
| Morgan Stanley | 19,749 | $240.7K | 0.00% | −237,771−92.3% | Reduced |
| Point72 Asset Management, L.P. | 14,035 | $171.1K | 0.00% | +14,035 | New |
| Warren Averett Asset Management, LLC | 12,683 | $154.6K | 0.00% | +12,683 | New |
| Royal Bank of Canada | 12,413 | $151.0K | 0.00% | −928−7.0% | Reduced |
| Dorsey & Whitney Trust CO LLC | 10,452 | $127.4K | 0.01% | 00.0% | Unchanged |
| Two Sigma Securities, LLC | 10,139 | $123.6K | 0.02% | +10,139 | New |
| Harbour Investments, Inc. | 7,000 | $85.3K | 0.00% | +7,000 | New |
| Arlington Trust Co LLC | 5,198 | $63.4K | 0.01% | 00.0% | Unchanged |
| UBS Group AG | 3,183 | $38.8K | 0.00% | −21,002−86.8% | Reduced |
| International Assets Investment Management, LLC | 400 | $4.88K | 0.00% | +400 | New |
| Wells Fargo & Company | 1 | $6 | 0.00% | −2,500−100.0% | Reduced |
| Atwood & Palmer Inc | 0 | $0 | 0.00% | −34,010−100.0% | Sold out |
| Gibson Capital, LLC | 0 | $0 | 0.00% | −12,490−100.0% | Sold out |
| JPMorgan Chase & Co | 0 | $0 | 0.00% | −6,425−100.0% | Sold out |
| Evolution Wealth Management Inc. | 0 | $0 | 0.00% | −5,756−100.0% | Sold out |
| Tower Research Capital LLC (TRC) | 0 | $0 | 0.00% | −100−100.0% | Sold out |