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