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Golub Capital BDC (GBDC) Institutional Ownership

Golub Capital BDC logo
$15.08 +0.19 (+1.28%)
(As of 12/20/2024 05:16 PM ET)

Institutional Ownership Changes (13F Filings) for Golub Capital BDC (NASDAQ:GBDC)

Current
Institutional Ownership
Percentage
42.38%
Number of
Institutional Buyers
(last 12 months)
162
Total
Institutional Inflows
(last 12 months)
$297.27M
Number of
Institutional Sellers
(last 12 months)
62
Total
Institutional Outflows
(last 12 months)
$147.02M
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GBDC Institutional Buying and Selling by Quarter

Golub Capital BDC Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
12/10/2024 Garden State Investment Advisory Services LLC23,900$361K0.1%N/A0.009%
11/27/2024 Franklin Resources Inc.404,865$6.13M0.0%+32.2%0.236%
11/25/2024 Tidal Investments LLC76,160$1.15M0.0%+4.1%0.044%
11/25/2024 Wilmington Savings Fund Society FSB101,477$1.53M0.0%N/A0.059%
11/25/2024 Sanctuary Advisors LLC71,988$1.10M0.0%+1.1%0.042%
11/21/2024 Anchor Investment Management LLC274,115$4.14M0.4%+195.0%0.160%
11/19/2024 TCW Group Inc.568,008$8.58M0.1%+31.9%0.331%
11/15/2024 Barclays PLC190,132$2.87M0.0%+45.5%0.111%
11/15/2024 LRI Investments LLC117,005$1.80M0.2%N/A0.068%
11/15/2024 Y Intercept Hong Kong Ltd27,618$417K0.0%-48.5%0.016%
11/15/2024 Northeast Financial Consultants Inc2,648,321$40.02M1.7%+25.9%1.544%
11/15/2024 XTX Topco Ltd33,154$501K0.0%N/A0.019%
11/15/2024 EP Wealth Advisors LLC186,618$2.82M0.0%+0.9%0.109%
11/15/2024 Jane Street Group LLC74,891$1.13M0.0%-70.0%0.044%
11/15/2024 Kovitz Investment Group Partners LLC82,256$1.24M0.0%N/A0.048%
11/15/2024 Two Sigma Advisers LP791,900$11.97M0.0%-34.0%0.462%
11/15/2024 Stifel Financial Corp400,491$6.05M0.0%+30.1%0.233%
11/15/2024 HighTower Advisors LLC606,015$9.18M0.0%-4.6%0.353%
11/15/2024 Garden State Investment Advisory Services LLC23,900$361K0.1%N/A0.014%
11/14/2024 Captrust Financial Advisors499,739$7.55M0.0%-1.7%0.291%
11/14/2024 Rockefeller Capital Management L.P.3,073,223$46.44M0.1%-23.8%1.792%
11/14/2024 BBR Partners LLC43,331$655K0.0%N/A0.025%
11/14/2024 FORA Capital LLC38,170$577K0.1%N/A0.022%
11/13/2024 Freedom Investment Management Inc.25,017$378K0.0%+12.1%0.015%
11/13/2024 BNP Paribas Financial Markets86,043$1.30M0.0%+517.9%0.050%
11/13/2024 Partners Group Holding AG1,994,663$30.14M2.0%+48.2%1.163%
11/13/2024 Quantbot Technologies LP3,120$47K0.0%-90.7%0.002%
11/13/2024 D.A. Davidson & CO.251,132$3.80M0.0%+12.6%0.146%
11/13/2024 The Manufacturers Life Insurance Company60,162$909K0.0%+70.0%0.035%
11/13/2024 Bank of Montreal Can233,030$3.49M0.0%N/A0.136%
11/13/2024 Truvestments Capital LLC158,984$2.40M0.6%+3.7%0.093%
11/13/2024 Dynamic Technology Lab Private Ltd30,505$461K0.0%-28.0%0.018%
11/12/2024 Cerity Partners LLC1,638,063$24.75M0.1%-5.2%0.955%
11/12/2024 M Holdings Securities Inc.337,175$5.10M1.3%+12.8%0.197%
11/12/2024 Citigroup Inc.342,728$5.18M0.0%+1.7%0.200%
11/12/2024 Navellier & Associates Inc.18,634$282K0.0%-23.9%0.011%
11/8/2024 Moors & Cabot Inc.38,143$576K0.0%+2.3%0.022%
11/8/2024 Advisors Asset Management Inc.164,591$2.49M0.0%+9.5%0.096%
11/8/2024 LGT Capital Partners LTD.577,189$8.72M0.3%N/A0.337%
11/7/2024 Tranquility Partners LLC350,688$5.30M1.9%+1.1%0.204%
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11/7/2024 Pathstone Holdings LLC269,515$4.07M0.0%-5.3%0.157%
11/7/2024 Quest Partners LLC149,970$2.27M0.2%+566.8%0.087%
11/6/2024 Muzinich & Co. Inc.656,641$9.92M7.0%+0.8%0.383%
11/6/2024 BluePointe Capital Management LLC98,785$1.49M1.0%-31.8%0.058%
11/6/2024 Kovack Advisors Inc.24,649$372K0.0%-11.6%0.014%
11/6/2024 Oppenheimer & Co. Inc.10,706$162K0.0%N/A0.006%
11/5/2024 Sumitomo Mitsui Trust Group Inc.645,187$9.75M0.0%+0.8%0.376%
11/5/2024 Baillie Gifford & Co.251,639$3.80M0.0%-50.3%0.147%
11/5/2024 First National Trust Co264,177$3.99M0.2%N/A0.154%
11/5/2024 GSA Capital Partners LLP19,217$290K0.0%+9.6%0.011%
11/4/2024 Legacy Capital Wealth Partners LLC203,230$3.07M0.5%+99.6%0.118%
11/1/2024 Atria Investments Inc97,163$1.47M0.0%+9.3%0.057%
11/1/2024 Lindbrook Capital LLC3,462,335$52.32M4.6%-2.5%2.019%
11/1/2024 SpiderRock Advisors LLC41,081$621K0.0%N/A0.024%
10/31/2024 Confluence Investment Management LLC345,613$5.22M0.1%+2.8%0.202%
10/30/2024 Catalina Capital Group LLC12,344$187K0.1%N/A0.007%
10/30/2024 Global Wealth Management Investment Advisory Inc.65,920$996K0.2%+51.1%0.038%
10/30/2024 United Advisor Group LLC184,076$2.78M0.6%+6.5%0.107%
10/30/2024 Cary Street Partners Asset Management LLC10,000$151K0.0%N/A0.006%
10/29/2024 Van ECK Associates Corp3,988,219$61.46M0.1%+13.5%2.325%
10/29/2024 Janney Montgomery Scott LLC88,294$1.33M0.0%+6.1%0.051%
10/29/2024 Chicago Partners Investment Group LLC47,216$728K0.0%+34.7%0.028%
10/28/2024 US Bancorp DE10,340$156K0.0%-7.2%0.006%
10/25/2024 Nicholas Hoffman & Company LLC.38,531$582K0.0%+1.8%0.022%
10/24/2024 New World Advisors LLC23,407$354K0.1%+7.5%0.014%
10/23/2024 Allworth Financial LP2,340$35K0.0%+135.6%0.001%
10/23/2024 Grimes & Company Inc.24,328$368K0.0%N/A0.014%
10/23/2024 Hennion & Walsh Asset Management Inc.236,110$3.57M0.2%+13.9%0.138%
10/22/2024 International Assets Investment Management LLC167,993$25.38M0.0%+2,083.7%0.098%
10/22/2024 Eagle Bay Advisors LLC100,815$1.52M0.6%+5.1%0.059%
10/22/2024 Private Advisor Group LLC25,346$383K0.0%-17.8%0.015%
10/22/2024 Signaturefd LLC106,042$1.60M0.0%-2.0%0.062%
10/21/2024 Foundations Investment Advisors LLC15,646$236K0.0%+22.2%0.009%
10/21/2024 Border to Coast Pensions Partnership Ltd1,200,000$18.08M0.4%-14.9%0.700%
10/18/2024Embree Financial Group11,299$171K0.0%N/A0.007%
10/17/2024Onyx Bridge Wealth Group LLC61,157$924K0.1%+36.1%0.036%
10/16/2024 Naviter Wealth LLC220,359$3.33M0.5%+26.5%0.128%
10/16/2024 Amplius Wealth Advisors LLC48,224$729K0.1%+8.7%0.028%
10/11/2024 Creative Planning182,095$2.75M0.0%+1,156.5%0.106%
10/11/2024 Redhawk Wealth Advisors Inc.53,234$804K0.1%+10.6%0.031%
10/10/2024 Sound Income Strategies LLC2,882,861$43.56M2.8%+5.0%1.681%
10/10/2024 Shikiar Asset Management Inc.449,080$6.79M1.8%+8.7%0.262%
10/10/2024 First Affirmative Financial Network12,155$184K0.1%+11.9%0.007%
10/9/2024 Hexagon Capital Partners LLC2,145$32K0.0%+171.5%0.001%
10/8/2024 Dynamic Advisor Solutions LLC18,856$285K0.0%-9.8%0.011%
10/8/2024 Axiom Advisory LLC50,600$763K0.0%+4.1%0.030%
10/5/2024 Silverberg Bernstein Capital Management LLC60,100$908K0.8%+2.6%0.035%
10/1/2024 Neville Rodie & Shaw Inc.54,557$824K0.1%+1.3%0.032%
9/20/2024 Anchor Investment Management LLC92,905$1.46M0.2%+201.4%0.054%
9/5/2024 Sanctuary Advisors LLC71,219$1.24M0.0%N/A0.042%
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8/26/2024Delphi Management Inc. MA41,499$652K0.5%+6.3%0.024%
8/22/2024 Cetera Investment Advisers75,040$1.18M0.0%+11.1%0.044%
8/20/2024 Next Capital Management LLC771,910$12.13M5.1%+191.8%0.450%
8/16/2024 Quarry LP3,868$61K0.0%N/A0.002%
8/16/2024Granite FO LLC517,654$8.13M5.2%N/A0.302%
8/16/2024 Northeast Financial Consultants Inc2,104,195$33.06M1.5%+151.8%1.227%
8/16/2024 Magnolia Capital Advisors LLC11,894$187K0.0%N/A0.007%
8/15/2024 Scientech Research LLC27,013$424K0.1%N/A0.016%
8/15/2024 Mackenzie Financial Corp18,173$285K0.0%N/A0.011%
8/15/2024 The Manufacturers Life Insurance Company35,382$556K0.0%+3.4%0.021%
(Data available from 1/1/2016 forward)

GBDC Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of GBDC shares?

During the previous two years, 281 institutional investors and hedge funds held shares of Golub Capital BDC. The most heavily invested institutionals were Strs Ohio ($140.47M), Van ECK Associates Corp ($61.46M), Lindbrook Capital LLC ($52.32M), OMERS ADMINISTRATION Corp ($48.89M), Rockefeller Capital Management L.P. ($46.44M), Sound Income Strategies LLC ($43.56M), and JPMorgan Chase & Co. ($42.17M).Learn more on GBDC's institutional investors.

What percentage of Golub Capital BDC stock is owned by institutional investors?

42.38% of Golub Capital BDC stock is owned by institutional investors. Learn more on GBDC's institutional investor holdings.

Which institutional investors have been buying Golub Capital BDC stock?

Of the 239 institutional investors that purchased Golub Capital BDC stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Van ECK Associates Corp ($2.24M), Northeast Financial Consultants Inc ($1.88M), Allen Investment Management LLC ($1.77M), Cerity Partners LLC ($1.70M), LSV Asset Management ($1.17M), Next Capital Management LLC ($1.11M), and Sage Mountain Advisors LLC ($912.65K).

How much institutional buying is happening at Golub Capital BDC?

Institutional investors have bought a total of 31,522,843 shares in the last 24 months. This purchase volume represents approximately $467.18M in transactions.

Which Golub Capital BDC major shareholders have been selling company stock?

Of the 119 institutional investors that sold Golub Capital BDC stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Strs Ohio ($4.12M), Fort Washington Investment Advisors Inc. OH ($1.61M), Lindbrook Capital LLC ($1.44M), Southern Farm Bureau Life Insurance ($1.19M), Rockefeller Capital Management L.P. ($958.66K), Cliffwater LLC ($595.63K), and Sage Mountain Advisors LLC ($503.14K).

How much institutional selling is happening at Golub Capital BDC?

Institutional investors have sold a total of 17,335,042 shares in the last 24 months. This volume of shares sold represents approximately $253.56M in transactions.



This page (NASDAQ:GBDC) was last updated on 12/21/2024 by MarketBeat.com Staff
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