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, 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 |
|---|---|---|---|---|---|
| Wells Fargo & Company | 1 | $6 | 0.00% | −2,500−100.0% | Reduced |
| International Assets Investment Management, LLC | 400 | $4.88K | 0.00% | +400 | New |
| UBS Group AG | 3,183 | $38.8K | 0.00% | −21,002−86.8% | Reduced |
| Arlington Trust Co LLC | 5,198 | $63.4K | 0.01% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 7,000 | $85.3K | 0.00% | +7,000 | New |
| Two Sigma Securities, LLC | 10,139 | $123.6K | 0.02% | +10,139 | New |
| Dorsey & Whitney Trust CO LLC | 10,452 | $127.4K | 0.01% | 00.0% | Unchanged |
| Royal Bank of Canada | 12,413 | $151.0K | 0.00% | −928−7.0% | Reduced |
| Warren Averett Asset Management, LLC | 12,683 | $154.6K | 0.00% | +12,683 | New |
| Point72 Asset Management, L.P. | 14,035 | $171.1K | 0.00% | +14,035 | New |
| Morgan Stanley | 19,749 | $240.7K | 0.00% | −237,771−92.3% | Reduced |
| Creative Planning | 20,319 | $247.7K | 0.00% | +32+0.2% | Added |
| Confluence Investment Management LLC | 23,401 | $285.3K | 0.00% | −2,362−9.2% | Reduced |
| Clear Harbor Asset Management, LLC | 25,047 | $305.3K | 0.02% | +25,047 | New |
| Prime Capital Investment Advisors, LLC | 26,000 | $316.9K | 0.00% | +1,500+6.1% | Added |
| BNP Paribas Arbitrage, SA | 28,634 | $349.0K | 0.00% | +28,234+7,058.5% | Added |
| XTX Topco Ltd | 28,792 | $351.0K | 0.01% | +28,792 | New |
| Marshall Wace, LLP | 31,590 | $385.1K | 0.00% | −78,331−71.3% | Reduced |
| Jane Street Group, LLC | 39,531 | $481.9K | 0.00% | +25,771+187.3% | Added |
| StoryOne LLC | 0 | $527.7K | 0.32% | 0 | New |
| Trexquant Investment LP | 50,118 | $610.9K | 0.01% | +7,496+17.6% | Added |
| Mid-American Wealth Advisory Group, Inc. | 54,528 | $664.7K | 0.28% | +24,654+82.5% | Added |
| Advisor OS, LLC | 56,161 | $684.6K | 0.06% | +56,161 | New |
| CAPROCK Group, Inc. | 62,395 | $787.4K | 0.02% | −12,427−16.6% | Reduced |
| FMR LLC | 74,067 | $902.9K | 0.00% | −161,462−68.6% | Reduced |
| Opal Wealth Advisors, LLC | 76,334 | $930.5K | 0.24% | +76,334 | New |
| Umb Bank N A | 81,522 | $993.8K | 0.01% | 00.0% | Unchanged |
| BlackRock, Inc. | 105,354 | $1.28M | 0.00% | +5,289+5.3% | Added |
| Millennium Management LLC | 112,838 | $1.38M | 0.00% | −21,411−15.9% | Reduced |
| Citadel Advisors LLC | 120,004 | $1.46M | 0.00% | +101,225+539.0% | Added |
| Renaissance Technologies LLC | 183,000 | $2.23M | 0.00% | +28,900+18.8% | Added |
| Two Sigma Advisers, LP | 193,600 | $2.36M | 0.00% | +93,000+92.4% | Added |
| Vivaldi Capital Management, LLC | 215,336 | $2.62M | 0.36% | 00.0% | Unchanged |
| 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 |
| Two Sigma Investments, LP | 242,407 | $2.95M | 0.00% | +110,862+84.3% | Added |
| Sunesis Advisors, LLC | 298,959 | $3.64M | 1.65% | 00.0% | Unchanged |
| Arlington Partners LLC | 461,609 | $5.63M | 40.02% | 00.0% | Unchanged |
| Bank of America Corp | 520,384 | $6.34M | 0.00% | +153,349+41.8% | Added |
| Bienville Capital Management, LLC | 558,394 | $7.05M | 1.12% | −355,635−38.9% | Reduced |
| Rivernorth Capital Management, LLC | 580,542 | $7.08M | 0.33% | +580,542 | New |
| Pandi, LLC | 911,854 | $11.1M | 1.77% | 00.0% | Unchanged |
| Vivaldi Asset Management, LLC | 1,288,337 | $15.7M | 0.95% | −10.0% | Reduced |
| Mariner, LLC | 2,654,014 | $32.4M | 0.04% | −423,752−13.8% | Reduced |
| 1248 Management, LLC | 2,954,713 | $37.3M | 19.95% | 00.0% | Unchanged |
| OV Management LLC | 3,730,065 | $45.5M | 39.38% | 00.0% | Unchanged |
| 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 |