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, Q1 2026
Institutional positions in Palmer Square Capital BDC Inc. as of Mar 31, 2026. 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
- 0 vs. Q4 2025
- Shares held
- 16.4M
- +93.1K (+0.6%) vs. Q4 2025
- Total value
- $162.4M
- −$38.9M (−19.3%) vs. Q4 2025
- New holders
- 9
- 12 more added
- Sold out
- 9
- 14 more reduced
Compare with Q4 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, Q1 2026
Shares, value and share of portfolio for each institution holding Palmer Square Capital BDC Inc.; share changes are against Q4 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| OV Management LLC | 3,730,065 | $36.4M | 74.34% | 00.0% | Unchanged |
| Mariner, LLC | 3,080,105 | $30.1M | 0.04% | +426,091+16.1% | Added |
| 1248 Management, LLC | 2,954,713 | $30.0M | 13.89% | 00.0% | Unchanged |
| Vivaldi Asset Management, LLC | 1,288,337 | $12.6M | 0.66% | 00.0% | Unchanged |
| Pandi, LLC | 911,854 | $8.91M | 1.46% | 00.0% | Unchanged |
| Rivernorth Capital Management, LLC | 834,603 | $8.15M | 0.41% | +254,061+43.8% | Added |
| Bank of America Corp | 576,931 | $5.64M | 0.00% | +56,547+10.9% | Added |
| Bienville Capital Management, LLC | 525,222 | $5.33M | 1.01% | −33,172−5.9% | Reduced |
| Arlington Partners LLC | 510,344 | $4.99M | 9.95% | +48,735+10.6% | Added |
| Two Sigma Investments, LP | 310,952 | $3.04M | 0.00% | +68,545+28.3% | Added |
| Sunesis Advisors, LLC | 298,959 | $2.92M | 1.32% | 00.0% | Unchanged |
| Hennion & Walsh Asset Management, Inc. | 213,940 | $2.09M | 0.07% | −6,394−2.9% | Reduced |
| Vivaldi Capital Management, LLC | 167,776 | $1.64M | 0.23% | −47,560−22.1% | Reduced |
| Renaissance Technologies LLC | 155,700 | $1.52M | 0.00% | −27,300−14.9% | Reduced |
| Opal Wealth Advisors, LLC | 122,809 | $1.20M | 0.27% | +46,475+60.9% | Added |
| NewGen Asset Management Ltd | 73,684 | $719.9K | 0.44% | +73,684 | New |
| Morgan Stanley | 71,344 | $697.0K | 0.00% | +51,595+261.3% | Added |
| Mid-American Wealth Advisory Group, Inc. | 54,528 | $664.7K | 0.28% | 00.0% | Unchanged |
| Trexquant Investment LP | 64,974 | $634.8K | 0.00% | +14,856+29.6% | Added |
| Advisor OS, LLC | 63,370 | $619.1K | 0.04% | +7,209+12.8% | Added |
| RMB Capital Management, LLC | 60,000 | $586.2K | 0.01% | +60,000 | New |
| BlackRock, Inc. | 55,343 | $540.7K | 0.00% | −50,011−47.5% | Reduced |
| StoryOne LLC | 0 | $422.9K | 0.24% | 0 | Unchanged |
| Waterfront Wealth Inc. | 42,313 | $413.4K | 0.08% | +42,313 | New |
| Clear Harbor Asset Management, LLC | 36,692 | $358.5K | 0.02% | +11,645+46.5% | Added |
| Nottingham Advisors, Inc. | 31,220 | $305.0K | 0.04% | +31,220 | New |
| XTX Topco Ltd | 24,686 | $241.2K | 0.00% | −4,106−14.3% | Reduced |
| Confluence Investment Management LLC | 20,681 | $202.1K | 0.00% | −2,720−11.6% | Reduced |
| Creative Planning | 20,287 | $198.2K | 0.00% | −32−0.2% | Reduced |
| Citadel Advisors LLC | 19,515 | $190.7K | 0.00% | −100,489−83.7% | Reduced |
| TrueMark Investments, LLC | 19,228 | $187.9K | 0.04% | +19,228 | New |
| Jane Street Group, LLC | 15,859 | $154.9K | 0.00% | −23,672−59.9% | Reduced |
| Millennium Management LLC | 13,171 | $128.7K | 0.00% | −99,667−88.3% | Reduced |
| Warren Averett Asset Management, LLC | 12,688 | $124.0K | 0.00% | +50.0% | Added |
| Royal Bank of Canada | 11,709 | $114.0K | 0.00% | −704−5.7% | Reduced |
| Susquehanna International Group, LLP | 10,944 | $106.9K | 0.00% | +10,944 | New |
| Dorsey & Whitney Trust CO LLC | 10,452 | $102.1K | 0.01% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 7,000 | $68.4K | 0.00% | 00.0% | Unchanged |
| UBS Group AG | 5,337 | $52.1K | 0.00% | +2,154+67.7% | Added |
| Arlington Trust Co LLC | 5,198 | $50.8K | 0.00% | 00.0% | Unchanged |
| Catalyst Capital Advisors LLC | 3,363 | $32.9K | 0.00% | +3,363 | New |
| BNP Paribas Arbitrage, SA | 2,524 | $24.7K | 0.00% | −26,110−91.2% | Reduced |
| International Assets Investment Management, LLC | 400 | $3.87K | 0.00% | 00.0% | Unchanged |
| JPMorgan Chase & Co | 40 | $387 | 0.00% | +40 | New |
| Citigroup Inc | 1 | $10 | 0.00% | +1 | New |
| Wells Fargo & Company | 0 | $3 | 0.00% | −1−100.0% | Reduced |
| Closed-End Fund Advisors, Inc. | 0 | $0 | 0.00% | −220,334−100.0% | Sold out |
| Two Sigma Advisers, LP | 0 | $0 | 0.00% | −193,600−100.0% | Sold out |
| Umb Bank N A | 0 | $0 | 0.00% | −81,522−100.0% | Sold out |
| FMR LLC | 0 | $0 | 0.00% | −74,067−100.0% | Sold out |
| CAPROCK Group, Inc. | 0 | $0 | 0.00% | −62,395−100.0% | Sold out |
| Marshall Wace, LLP | 0 | $0 | 0.00% | −31,590−100.0% | Sold out |
| Prime Capital Investment Advisors, LLC | 0 | $0 | 0.00% | −26,000−100.0% | Sold out |
| Point72 Asset Management, L.P. | 0 | $0 | 0.00% | −14,035−100.0% | Sold out |
| Two Sigma Securities, LLC | 0 | $0 | 0.00% | −10,139−100.0% | Sold out |