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Golub Capital BDC (GBDC) Institutional Ownership

Golub Capital BDC logo
$15.40 +0.07 (+0.46%)
As of 01/17/2025 04:00 PM Eastern

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

Current
Institutional Ownership
Percentage
42.38%
Number of
Institutional Buyers
(last 12 months)
166
Total
Institutional Inflows
(last 12 months)
$297.50M
Number of
Institutional Sellers
(last 12 months)
63
Total
Institutional Outflows
(last 12 months)
$143.60M
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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
1/17/2025 Mutual Advisors LLC10,868$167K0.0%-10.1%0.004%
1/17/2025 Janney Montgomery Scott LLC115,058$1.74M0.0%+30.3%0.044%
1/17/2025 Kelleher Financial Advisors23,052$349K0.1%+130.4%0.009%
1/17/2025 Albion Financial Group UT109,828$1.67M0.1%-3.6%0.042%
1/17/2025 Simon Quick Advisors LLC82,059$1.24M0.1%+6.1%0.031%
1/16/2025 Amplius Wealth Advisors LLC50,231$761K0.1%+4.2%0.019%
1/16/2025 Prairiewood Capital LLC310,700$4.71M2.0%-2.2%0.118%
1/16/2025 Mandatum Life Insurance Co Ltd40,816$619K0.2%+5.1%0.015%
1/16/2025 Romano Brothers AND Company12,125$184K0.0%-12.6%0.005%
1/15/2025 HB Wealth Management LLC253,913$3.85M0.0%+7.5%0.096%
1/15/2025 Shikiar Asset Management Inc.455,730$6.91M1.8%+1.5%0.172%
1/15/2025 Border to Coast Pensions Partnership Ltd1,000,000$15.15M0.3%-16.7%0.378%
1/15/2025 RDA Financial Network34,312$520K0.2%+9.4%0.013%
1/15/2025 Hennion & Walsh Asset Management Inc.245,619$3.72M0.2%+4.0%0.093%
1/14/2025 Redhawk Wealth Advisors Inc.45,643$692K0.1%-14.3%0.017%
1/14/2025 Accurate Wealth Management LLC32,980$491K0.1%N/A0.012%
1/13/2025 Pallas Capital Advisors LLC28,179$427K0.0%N/A0.011%
1/13/2025 Adams Asset Advisors LLC80,190$1.22M0.2%+29.3%0.030%
1/13/2025 Eagle Bay Advisors LLC183,602$2.78M1.8%+82.1%0.069%
1/8/2025 International Assets Investment Management LLC11,118$170K0.0%-93.4%0.004%
1/6/2025 Neville Rodie & Shaw Inc.62,463$947K0.1%+14.5%0.024%
1/2/2025 Confluence Investment Management LLC347,488$5.27M0.1%+0.5%0.131%
12/26/2024JPMorgan Chase & Co.2,336,309$35.30M0.0%-0.9%0.884%
12/10/2024Garden State Investment Advisory Services LLC23,900$361K0.1%N/A0.009%
11/27/2024Franklin Resources Inc.404,865$6.13M0.0%+32.2%0.153%
11/25/2024Tidal Investments LLC76,160$1.15M0.0%+4.1%0.029%
11/25/2024Wilmington Savings Fund Society FSB101,477$1.53M0.0%N/A0.038%
11/25/2024Sanctuary Advisors LLC71,988$1.10M0.0%+1.1%0.042%
11/21/2024Anchor Investment Management LLC274,115$4.14M0.4%+195.0%0.104%
11/19/2024TCW Group Inc.568,008$8.58M0.1%+31.9%0.331%
11/15/2024Barclays PLC190,132$2.87M0.0%+45.5%0.072%
11/15/2024LRI Investments LLC117,005$1.80M0.2%N/A0.068%
11/15/2024Y Intercept Hong Kong Ltd27,618$417K0.0%-48.5%0.016%
11/15/2024Northeast Financial Consultants Inc2,648,321$40.02M1.7%+25.9%1.544%
11/15/2024XTX Topco Ltd33,154$501K0.0%N/A0.019%
11/15/2024EP Wealth Advisors LLC186,618$2.82M0.0%+0.9%0.109%
11/15/2024Jane Street Group LLC74,891$1.13M0.0%-70.0%0.044%
11/15/2024Kovitz Investment Group Partners LLC82,256$1.24M0.0%N/A0.048%
11/15/2024Two Sigma Advisers LP791,900$11.97M0.0%-34.0%0.462%
11/15/2024Stifel Financial Corp400,491$6.05M0.0%+30.1%0.233%
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11/15/2024HighTower Advisors LLC606,015$9.18M0.0%-4.6%0.353%
11/15/2024Garden State Investment Advisory Services LLC23,900$361K0.1%N/A0.014%
11/14/2024Captrust Financial Advisors499,739$7.55M0.0%-1.7%0.291%
11/14/2024Rockefeller Capital Management L.P.3,073,223$46.44M0.1%-23.8%1.792%
11/14/2024BBR Partners LLC43,331$655K0.0%N/A0.025%
11/14/2024FORA Capital LLC38,170$577K0.1%N/A0.022%
11/13/2024Freedom Investment Management Inc.25,017$378K0.0%+12.1%0.015%
11/13/2024BNP Paribas Financial Markets86,043$1.30M0.0%+517.9%0.050%
11/13/2024Partners Group Holding AG1,994,663$30.14M2.0%+48.2%1.163%
11/13/2024Quantbot Technologies LP3,120$47K0.0%-90.7%0.002%
11/13/2024D.A. Davidson & CO.251,132$3.80M0.0%+12.6%0.146%
11/13/2024The Manufacturers Life Insurance Company60,162$909K0.0%+70.0%0.035%
11/13/2024Bank of Montreal Can233,030$3.49M0.0%N/A0.136%
11/13/2024Truvestments Capital LLC158,984$2.40M0.6%+3.7%0.093%
11/13/2024Dynamic Technology Lab Private Ltd30,505$461K0.0%-28.0%0.018%
11/12/2024Cerity Partners LLC1,638,063$24.75M0.1%-5.2%0.955%
11/12/2024M Holdings Securities Inc.337,175$5.10M1.3%+12.8%0.197%
11/12/2024Citigroup Inc.342,728$5.18M0.0%+1.7%0.200%
11/12/2024Navellier & Associates Inc.18,634$282K0.0%-23.9%0.011%
11/8/2024Moors & Cabot Inc.38,143$576K0.0%+2.3%0.022%
11/8/2024Advisors Asset Management Inc.164,591$2.49M0.0%+9.5%0.096%
11/8/2024LGT Capital Partners LTD.577,189$8.72M0.3%N/A0.337%
11/7/2024Tranquility Partners LLC350,688$5.30M1.9%+1.1%0.204%
11/7/2024Pathstone Holdings LLC269,515$4.07M0.0%-5.3%0.157%
11/7/2024Quest Partners LLC149,970$2.27M0.2%+566.8%0.087%
11/6/2024Muzinich & Co. Inc.656,641$9.92M7.0%+0.8%0.383%
11/6/2024BluePointe Capital Management LLC98,785$1.49M1.0%-31.8%0.058%
11/6/2024Kovack Advisors Inc.24,649$372K0.0%-11.6%0.014%
11/6/2024Oppenheimer & Co. Inc.10,706$162K0.0%N/A0.006%
11/5/2024Sumitomo Mitsui Trust Group Inc.645,187$9.75M0.0%+0.8%0.376%
11/5/2024Baillie Gifford & Co.251,639$3.80M0.0%-50.3%0.147%
11/5/2024First National Trust Co264,177$3.99M0.2%N/A0.154%
11/5/2024GSA Capital Partners LLP19,217$290K0.0%+9.6%0.011%
11/4/2024Legacy Capital Wealth Partners LLC203,230$3.07M0.5%+99.6%0.118%
11/1/2024Atria Investments Inc97,163$1.47M0.0%+9.3%0.057%
11/1/2024Lindbrook Capital LLC3,462,335$52.32M4.6%-2.5%2.019%
11/1/2024SpiderRock Advisors LLC41,081$621K0.0%N/A0.024%
10/31/2024 Confluence Investment Management LLC345,613$5.22M0.1%+2.8%0.202%
10/30/2024Catalina Capital Group LLC12,344$187K0.1%N/A0.007%
10/30/2024Global Wealth Management Investment Advisory Inc.65,920$996K0.2%+51.1%0.038%
10/30/2024United Advisor Group LLC184,076$2.78M0.6%+6.5%0.107%
10/30/2024Cary Street Partners Asset Management LLC10,000$151K0.0%N/A0.006%
10/29/2024Van 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%
10/29/2024Chicago Partners Investment Group LLC47,216$728K0.0%+34.7%0.028%
10/28/2024US Bancorp DE10,340$156K0.0%-7.2%0.006%
10/25/2024Nicholas Hoffman & Company LLC.38,531$582K0.0%+1.8%0.022%
10/24/2024New World Advisors LLC23,407$354K0.1%+7.5%0.014%
10/23/2024Allworth Financial LP2,340$35K0.0%+135.6%0.001%
10/23/2024Grimes & Company Inc.24,328$368K0.0%N/A0.014%
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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%
10/22/2024Private Advisor Group LLC25,346$383K0.0%-17.8%0.015%
10/22/2024Signaturefd LLC106,042$1.60M0.0%-2.0%0.062%
10/21/2024Foundations 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%
10/16/2024Naviter Wealth LLC220,359$3.33M0.5%+26.5%0.128%
(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, 277 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 Northeast Financial Consultants Inc ($40.02M).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 236 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), Sage Mountain Advisors LLC ($912.65K), and Partners Group Holding AG ($760.83K).

How much institutional buying is happening at Golub Capital BDC?

Institutional investors have bought a total of 30,793,162 shares in the last 24 months. This purchase volume represents approximately $458.09M in transactions.

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

Of the 120 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 17,688,771 shares in the last 24 months. This volume of shares sold represents approximately $259.01M in transactions.



This page (NASDAQ:GBDC) was last updated on 1/20/2025 by MarketBeat.com Staff
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