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Golub Capital BDC (GBDC) Institutional Ownership

$16.30
-0.02 (-0.12%)
(As of 05/29/2024 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)
140
Total
Institutional Inflows
(last 12 months)
$177.35M
Number of
Institutional Sellers
(last 12 months)
72
Total
Institutional Outflows
(last 12 months)
$122.19M
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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
5/28/2024 Boston Partners721,237$12.13M0.0%N/A0.420%
5/24/2024 Cetera Advisors LLC59,811$995K0.0%N/A0.035%
5/21/2024 Delphi Management Inc. MA39,038$649K0.5%+9.8%0.023%
5/20/2024 Virtu Financial LLC15,425$257K0.0%N/A0.009%
5/20/2024Strategic Wealth Partners Ltd.11,467$191K0.0%-32.4%0.007%
5/20/2024 EMC Capital Management17,121$285K0.2%N/A0.010%
5/17/2024 Comerica Bank16,966$282K0.0%-6.9%0.010%
5/17/2024 Tidal Investments LLC65,932$1.10M0.0%+7.3%0.038%
5/16/2024 Silvercrest Asset Management Group LLC33,077$550K0.0%+3.0%0.019%
5/15/2024 Truvestments Capital LLC141,687$2.36M0.9%+576.2%0.083%
5/15/2024 Quadrature Capital Ltd44,483$740K0.0%+83.9%0.026%
5/14/2024 Advisors Asset Management Inc.114,104$1.90M0.0%+13.9%0.067%
5/14/2024 Mattern Wealth Management LLC13,000$216K0.1%+30.0%0.008%
5/14/2024 CANADA LIFE ASSURANCE Co161,639$2.69M0.0%+6.0%0.094%
5/13/2024 Atlanta Consulting Group Advisors LLC18,300$304K0.1%N/A0.011%
5/11/2024 Cliffwater LLC444,840$7.23M1.9%-41.2%0.259%
5/11/2024 MAS Advisors LLC12,587$209K0.2%N/A0.007%
5/11/2024 Hillsdale Investment Management Inc.2,640$44K0.0%-25.0%0.002%
5/11/2024 Hirtle Callaghan & Co LLC867,861$14.43M0.6%+1.0%0.506%
5/10/2024 Prevail Innovative Wealth Advisors LLC39,942$664K0.2%+68.4%0.023%
5/9/2024 Condor Capital Management245,979$4.09M0.4%+6.3%0.143%
5/9/2024 Texas Yale Capital Corp.146,487$2.44M0.1%-1.3%0.085%
5/9/2024 Eagle Bay Advisors LLC72,449$1.21M0.8%-13.3%0.042%
5/8/2024 Entropy Technologies LP12,783$213K0.0%N/A0.007%
5/8/2024 ProShare Advisors LLC23,948$398K0.0%+13.6%0.014%
5/8/2024 Tranquility Partners LLC343,361$5.71M2.2%+1.2%0.200%
5/7/2024 Arnhold LLC1,308,200$21.76M2.3%-0.8%0.763%
5/7/2024 Allen Investment Management LLC2,101,032$34.94M0.4%+29.6%1.225%
5/7/2024 Oppenheimer & Co. Inc.11,571$192K0.0%-7.4%0.007%
5/7/2024 SG Americas Securities LLC52,820$878K0.0%N/A0.031%
5/6/2024 Quantbot Technologies LP78,090$1.30M0.1%+42.4%0.046%
5/6/2024 LSV Asset Management1,108,641$18.44M0.0%-7.9%0.646%
5/3/2024 BI Asset Management Fondsmaeglerselskab A S27,588$459K0.0%-38.3%0.016%
5/2/2024 Mckinley Capital Management LLC488,033$8.12M1.0%+2.6%0.285%
5/1/2024 Janney Montgomery Scott LLC95,991$1.60M0.0%+5.2%0.056%
5/1/2024 BNP Paribas Financial Markets6,898$115K0.0%+39.1%0.004%
5/1/2024 Precision Wealth Strategies LLC13,449$224K0.2%N/A0.008%
5/1/2024 Klingman & Associates LLC62,050$1.03M0.1%+11.3%0.036%
5/1/2024 Baillie Gifford & Co.307,486$5.11M0.0%+37.5%0.179%
5/1/2024 Private Advisor Group LLC27,492$457K0.0%-9.8%0.016%
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4/30/2024 Van ECK Associates Corp2,872,157$47.76M0.1%+16.1%1.675%
4/30/2024 HB Wealth Management LLC125,934$2.09M0.0%-11.1%0.073%
4/30/2024Commonwealth Equity Services LLC84,037$1.40M0.0%-3.9%0.049%
4/29/2024 Onyx Bridge Wealth Group LLC43,821$762K0.1%+100.1%0.026%
4/26/2024 Prairiewood Capital LLC336,718$5.60M2.6%+5.6%0.196%
4/26/2024 Riverbridge Partners LLC37,537$624K0.0%+3.8%0.022%
4/25/2024 Lindbrook Capital LLC3,683,018$61.25M5.7%-21.5%2.147%
4/24/2024 Pegasus Partners Ltd.52,911$880K0.1%+59.3%0.031%
4/23/2024 Sage Mountain Advisors LLC2,029,070$33.74M3.5%-6.6%1.183%
4/23/2024 Nations Financial Group Inc. IA ADV47,037$782K0.1%+4.5%0.027%
4/22/2024 Nicholas Hoffman & Company LLC.41,405$689K0.0%+13.1%0.024%
4/22/2024 Shikiar Asset Management Inc.409,380$6.81M2.0%+19.6%0.239%
4/22/2024 GraniteShares Advisors LLC111,171$1.85M1.0%+14.6%0.065%
4/19/2024 Abundance Wealth Counselors48,133$800K0.2%+15.2%0.028%
4/19/2024 Albion Financial Group UT112,449$1.87M0.1%+1.1%0.066%
4/19/2024 Sumitomo Mitsui Trust Holdings Inc.621,308$10.33M0.0%+6.7%0.362%
4/18/2024 Naviter Wealth LLC144,604$2.41M0.4%+965.8%0.084%
4/17/2024 Hennion & Walsh Asset Management Inc.175,589$2.92M0.2%+12.8%0.103%
4/15/2024 Future Financial Wealth Managment LLC2,300$38K0.0%N/A0.001%
4/15/2024 Sound Income Strategies LLC2,661,937$44.27M3.3%+4.6%1.560%
4/11/2024 RDA Financial Network29,799$496K0.2%-3.0%0.017%
4/11/2024 First Affirmative Financial Network10,420$173K0.1%N/A0.006%
4/11/2024 Silverberg Bernstein Capital Management LLC59,100$983K1.0%-1.7%0.035%
4/9/2024 Neville Rodie & Shaw Inc.53,842$895K0.1%+1.2%0.032%
4/1/2024 Confluence Investment Management LLC331,284$5.51M0.1%N/A0.194%
3/25/2024 Quadrature Capital Ltd24,188$365K0.0%+64.4%0.014%
3/22/2024 PNC Financial Services Group Inc.14,000$211K0.0%+223.8%0.008%
2/23/2024 Chicago Partners Investment Group LLC18,575$286K0.0%+4.3%0.011%
2/15/2024 Chilton Investment Co. Inc.16,166$244K0.0%N/A0.009%
2/14/2024 Muzinich & Co. Inc.593,818$8.97M6.0%-1.4%0.348%
2/14/2024 Evercore Wealth Management LLC40,250$608K0.0%+6.0%0.024%
2/14/2024 Partners Group Holding AG599,143$9.05M1.1%-2.9%0.351%
2/14/2024 Waterloo Capital L.P.86,383$1.30M0.2%N/A0.051%
2/13/2024 Tower Research Capital LLC TRC1,696$26K0.0%-38.1%0.001%
2/13/2024 Edge Capital Group LLC438,716$6.63M0.4%+2.4%0.257%
2/13/2024 Hirtle Callaghan & Co LLC859,639$12.98M0.6%+4.2%0.504%
2/13/2024 CIBC Private Wealth Group LLC338,288$5.11M0.0%-24.0%0.198%
2/13/2024 Prevail Innovative Wealth Advisors LLC23,712$358K0.2%N/A0.014%
2/12/2024 Condor Capital Management231,495$3.50M0.4%+6.6%0.136%
2/12/2024 Relative Value Partners Group LLC147,687$2.23M0.1%+1.3%0.087%
2/12/2024 Evoke Wealth LLC71,870$1.09M0.0%+26.2%0.042%
2/12/2024 Parallel Advisors LLC196,961$2.97M0.1%-3.5%0.115%
2/9/2024 Nomura Asset Management Co. Ltd.3,463$52K0.0%+77.1%0.002%
2/9/2024 TCW Group Inc.52,893$799K0.0%-44.9%0.031%
2/9/2024 Aigen Investment Management LP15,869$240K0.0%N/A0.009%
2/9/2024 Quest Partners LLC68,130$1.03M0.2%N/A0.040%
2/9/2024 Trexquant Investment LP35,399$535K0.0%-73.6%0.021%
2/9/2024 Corient Private Wealth LLC143,634$2.17M0.0%+11.9%0.084%
2/9/2024 D.A. Davidson & CO.162,406$2.45M0.0%+13.5%0.095%
2/9/2024 Wells Fargo & Company MN742,235$11.21M0.0%+5.9%0.435%
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2/9/2024 Mckinley Capital Management LLC475,849$7.19M0.9%-0.3%0.279%
2/9/2024 BI Asset Management Fondsmaeglerselskab A S44,699$675K0.0%-30.5%0.026%
2/8/2024 Navellier & Associates Inc.24,409$369K0.1%+32.6%0.014%
2/8/2024 Eagle Bay Advisors LLC83,573$1.26M0.8%-68.4%0.049%
2/8/2024 Janney Montgomery Scott LLC91,227$1.38M0.0%+2.2%0.053%
2/7/2024 Wambolt & Associates LLC12,458$188K0.0%-13.5%0.007%
2/7/2024 Jump Financial LLC104,100$1.57M0.1%+719.7%0.061%
2/7/2024 Edgemoor Investment Advisors Inc.84,957$1.28M0.1%-10.1%0.050%
2/7/2024 Cary Street Partners Investment Advisory LLC10,000$151K0.0%N/A0.006%
2/7/2024 Kayne Anderson Capital Advisors LP27,000$408K0.0%N/A0.016%
(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, 255 institutional investors and hedge funds held shares of Golub Capital BDC. The most heavily invested institutionals were Strs Ohio ($140.47M), Lindbrook Capital LLC ($61.25M), OMERS ADMINISTRATION Corp ($48.89M), Van ECK Associates Corp ($47.76M), Sound Income Strategies LLC ($44.27M), JPMorgan Chase & Co. ($42.17M), and Allen Investment Management LLC ($34.94M).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 217 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: Lindbrook Capital LLC ($2.16M), Cerity Partners LLC ($1.70M), Allen Investment Management LLC ($1.62M), LSV Asset Management ($1.17M), Sage Mountain Advisors LLC ($1.13M), Van ECK Associates Corp ($1.12M), and Sound Income Strategies LLC ($917.78K).

How much institutional buying is happening at Golub Capital BDC?

Institutional investors have bought a total of 25,371,212 shares in the last 24 months. This purchase volume represents approximately $354.39M in transactions.

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

Of the 124 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 ($9.55M), Baillie Gifford & Co. ($2.86M), Lindbrook Capital LLC ($1.35M), Southern Farm Bureau Life Insurance ($1.19M), Cliffwater LLC ($595.63K), HB Wealth Management LLC ($565.37K), and Cerity Partners LLC ($435.87K).

How much institutional selling is happening at Golub Capital BDC?

Institutional investors have sold a total of 23,351,288 shares in the last 24 months. This volume of shares sold represents approximately $320.89M in transactions.


This page (NASDAQ:GBDC) was last updated on 5/30/2024 by MarketBeat.com Staff

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