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, Q2 2026
Institutional positions in Palmer Square Capital BDC Inc. as of Jun 30, 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
- 42
- −4 vs. Q1 2026
- Shares held
- 15.8M
- −609.1K (−3.7%) vs. Q1 2026
- Total value
- $166.3M
- +$3.89M (+2.4%) vs. Q1 2026
- New holders
- 7
- 17 more added
- Sold out
- 11
- 8 more reduced
Compare with Q1 2026: 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, Q2 2026
Shares, value and share of portfolio for each institution holding Palmer Square Capital BDC Inc.; share changes are against Q1 2026.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Wells Fargo & Company | 1 | $10 | 0.00% | +1 | Added |
| Caitong International Asset Management Co., Ltd | 16 | $167 | 0.00% | +16 | New |
| Jones Financial Companies LLLP | 34 | $364 | 0.00% | +34 | New |
| Global Retirement Partners, LLC | 1,035 | $10.8K | 0.00% | +1,035 | New |
| BNP Paribas Arbitrage, SA | 1,153 | $12.0K | 0.00% | −1,371−54.3% | Reduced |
| Arlington Trust Co LLC | 5,198 | $54.2K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 7,000 | $72.9K | 0.00% | 00.0% | Unchanged |
| Dorsey & Whitney Trust CO LLC | 10,452 | $108.9K | 0.01% | 00.0% | Unchanged |
| Warren Averett Asset Management, LLC | 12,688 | $132.2K | 0.00% | 00.0% | Unchanged |
| Royal Bank of Canada | 13,016 | $136.0K | 0.00% | +1,307+11.2% | Added |
| Confluence Investment Management LLC | 19,157 | $199.6K | 0.00% | −1,524−7.4% | Reduced |
| Catalyst Capital Advisors LLC | 19,447 | $202.6K | 0.00% | +16,084+478.3% | Added |
| SMH Capital Advisors Inc | 19,447 | $202.6K | 0.79% | +19,447 | New |
| Morgan Stanley | 19,639 | $204.6K | 0.00% | −51,705−72.5% | Reduced |
| Creative Planning | 20,287 | $211.4K | 0.00% | 00.0% | Unchanged |
| UBS Group AG | 26,060 | $271.5K | 0.00% | +20,723+388.3% | Added |
| HRT Financial LP | 28,565 | $297.0K | 0.00% | +28,565 | New |
| Jane Street Group, LLC | 29,784 | $310.4K | 0.00% | +13,925+87.8% | Added |
| Waterfront Wealth Inc. | 43,154 | $447.1K | 0.07% | +841+2.0% | Added |
| Clear Harbor Asset Management, LLC | 43,116 | $449.3K | 0.03% | +6,424+17.5% | Added |
| Nottingham Advisors, Inc. | 48,686 | $472.3K | 0.06% | +17,466+55.9% | Added |
| Citadel Advisors LLC | 51,962 | $541.4K | 0.00% | +32,447+166.3% | Added |
| XTX Topco Ltd | 56,612 | $589.9K | 0.01% | +31,926+129.3% | Added |
| Trexquant Investment LP | 57,634 | $600.5K | 0.00% | −7,340−11.3% | Reduced |
| BlackRock, Inc. | 58,382 | $608.3K | 0.00% | +3,039+5.5% | Added |
| Advisor OS, LLC | 63,761 | $664.4K | 0.04% | +391+0.6% | Added |
| Renaissance Technologies LLC | 75,100 | $782.5K | 0.00% | −80,600−51.8% | Reduced |
| Palliser Capital (UK) Ltd | 88,028 | $917.3K | 0.49% | +88,028 | New |
| Squarepoint Ops LLC | 130,704 | $1.36M | 0.00% | +130,704 | New |
| NewGen Asset Management Ltd | 154,539 | $1.61M | 0.88% | +80,855+109.7% | Added |
| Opal Wealth Advisors, LLC | 159,240 | $1.66M | 0.36% | +36,431+29.7% | Added |
| Two Sigma Investments, LP | 186,517 | $1.94M | 0.00% | −124,435−40.0% | Reduced |
| Hennion & Walsh Asset Management, Inc. | 198,062 | $2.06M | 0.06% | −15,878−7.4% | Reduced |
| Sunesis Advisors, LLC | 298,959 | $3.12M | 1.29% | 00.0% | Unchanged |
| Bienville Capital Management, LLC | 425,379 | $4.62M | 0.67% | −99,843−19.0% | Reduced |
| Arlington Partners LLC | 510,344 | $5.32M | 9.60% | 00.0% | Unchanged |
| Bank of America Corp | 669,631 | $6.98M | 0.00% | +92,700+16.1% | Added |
| Pandi, LLC | 911,854 | $9.50M | 1.44% | 00.0% | Unchanged |
| Vivaldi Asset Management, LLC | 1,288,337 | $13.4M | 0.78% | 00.0% | Unchanged |
| Mariner, LLC | 3,160,003 | $32.9M | 0.03% | +79,898+2.6% | Added |
| 1248 Management, LLC | 3,186,701 | $34.4M | 13.47% | +231,988+7.9% | Added |
| OV Management LLC | 3,730,065 | $38.9M | 72.59% | 00.0% | Unchanged |
| Rivernorth Capital Management, LLC | 0 | $0 | 0.00% | −834,603−100.0% | Sold out |
| Vivaldi Capital Management, LLC | 0 | $0 | 0.00% | −167,776−100.0% | Sold out |
| Mid-American Wealth Advisory Group, Inc. | 0 | $0 | 0.00% | −54,528−100.0% | Sold out |
| RMB Capital Management, LLC | 0 | $0 | 0.00% | −60,000−100.0% | Sold out |
| StoryOne LLC | 0 | $0 | 0.00% | 0 | Sold out |
| TrueMark Investments, LLC | 0 | $0 | 0.00% | −19,228−100.0% | Sold out |
| Millennium Management LLC | 0 | $0 | 0.00% | −13,171−100.0% | Sold out |
| Susquehanna International Group, LLP | 0 | $0 | 0.00% | −10,944−100.0% | Sold out |
| International Assets Investment Management, LLC | 0 | $0 | 0.00% | −400−100.0% | Sold out |
| JPMorgan Chase & Co | 0 | $0 | 0.00% | −40−100.0% | Sold out |
| Citigroup Inc | 0 | $0 | 0.00% | −1−100.0% | Sold out |