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Golub Capital BDC (GBDC) Institutional Ownership

Golub Capital BDC logo
$13.00 +0.03 (+0.23%)
As of 09/4/2026 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)
230
Total
Institutional Inflows
(last 12 months)
$611.34M
Number of
Institutional Sellers
(last 12 months)
127
Total
Institutional Outflows
(last 12 months)
$205.35M
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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
8/27/2026 Corient Private Wealth LP3,162,346$40.73M0.1%-30.2%1.218%
8/26/2026 HighTower Advisors LLC7,345,885$94.62M0.1%+4.2%2.829%
8/23/2026 HB Wealth Management LLC179,528$2.31M0.0%+20.2%0.069%
8/22/2026 Compass Financial Management LLC42,750$559K0.1%N/A0.016%
8/21/2026 Triumph Capital Management10,533$136K0.0%-12.7%0.004%
8/20/2026 Headlands Technologies LLC91,617$1.18M0.1%+179.1%0.035%
8/20/2026 Ancora Advisors LLC8,892$115K0.0%-14.3%0.003%
8/20/2026 Wedbush Securities Inc.39,381$507K0.0%-2.5%0.015%
8/19/2026 Van ECK Associates Corp4,710,275$60.67M0.0%+11.0%1.814%
8/18/2026 Comprehensive Money Management Services LLC13,190$170K0.1%N/A0.005%
8/18/2026 Empowered Funds LLC29,553$381K0.0%N/A0.011%
8/18/2026 Coastal Bridge Advisors LLC1,193,180$15.37M1.0%N/A0.460%
8/17/2026 Almitas Capital LLC20,000$258K0.1%N/A0.008%
8/17/2026 Corient Private Wealth LP3,946,679$50.83M0.0%N/A1.520%
8/17/2026 Bank of America Corp DE3,392,551$43.70M0.0%N/A1.307%
8/15/2026 Magnolia Capital Advisors LLC18,749$241K0.0%N/A0.007%
8/15/2026 Port Capital LLC22,000$283K0.0%N/A0.008%
8/14/2026 Ancora Advisors LLC8,892$115K0.0%N/A0.003%
8/14/2026 Castlekeep Investment Advisors LLC366,121$4.72M2.4%N/A0.141%
8/14/2026 Legal & General Group Plc2,443,383$31.48M0.0%N/A0.941%
8/14/2026 The Manufacturers Life Insurance Company70,893$913K0.0%N/A0.027%
8/14/2026 Palliser Capital UK Ltd20,129$259K0.1%N/A0.008%
8/13/2026 Osbon Capital Management LLC111,755$1.44M1.1%N/A0.043%
8/13/2026 OMERS ADMINISTRATION Corp3,650,215$47.02M0.3%N/A1.406%
8/13/2026 Sanctuary Advisors LLC47,300$609K0.0%N/A0.018%
8/13/2026 Burk Holdings LLC2,365$30K0.0%N/A0.001%
8/13/2026 LM Advisors LLC56,000$721K0.1%N/A0.022%
8/12/2026 Compass Financial Management LLC42,750$559K0.1%N/A0.016%
8/12/2026 CFO4Life Group LLC13,669$176K0.0%N/A0.005%
8/12/2026 EP Wealth Advisors LLC78,991$1.02M0.0%N/A0.030%
8/12/2026 Ieq Capital LLC458,427$5.91M0.0%N/A0.177%
8/12/2026 Lalia Capital LLC2,605,281$33.56M16.3%N/A1.003%
8/12/2026 Manhattan West Asset Management LLC12,057$155K0.0%N/A0.005%
8/11/2026 OneAscent Investment Solutions LLC31,432$405K0.4%N/A0.012%
8/11/2026 OneAscent Wealth Management LLC22,594$291K0.1%N/A0.009%
8/11/2026 Allworth Financial LP1,971$25K0.0%N/A0.001%
8/11/2026 Advisors Capital Management LLC435,853$5.61M0.1%N/A0.168%
8/11/2026 Pasadena Private Wealth LLC55,213$711K0.1%N/A0.021%
8/11/2026 Uptick Partners LLC11,809$152K0.0%N/A0.005%
8/10/2026 Denali Advisors LLC342,960$4.42M0.4%-6.1%0.132%
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8/10/2026 NewEdge Wealth LLC41,825$539K0.0%N/A0.016%
8/7/2026 BlackRock Inc.1,258,215$16.21M0.0%N/A0.485%
8/7/2026 Trust Co. of Vermont5,975$77K0.0%N/A0.002%
8/7/2026 Focused Wealth Management Inc125,391$1.62M0.1%N/A0.048%
8/7/2026 AMG National Trust Bank52,204$672K0.0%N/A0.020%
8/7/2026 Cura Wealth Advisors LLC120,200$1.55M0.7%N/A0.046%
8/6/2026 SCS Capital Management LLC72,372$932K0.0%N/A0.028%
8/6/2026 Bank of New York Mellon Corp170,131$2.19M0.0%N/A0.066%
8/6/2026 Focus Partners Advisor Solutions LLC74,107$955K0.0%N/A0.029%
8/6/2026 Kelleher Financial Advisors28,201$363K0.1%N/A0.011%
7/10/2026 Family Wealth Partners LLC79,906$1.03M0.3%+9.5%0.031%
7/9/2026 Hennion & Walsh Asset Management Inc.323,215$4.16M0.1%+2.1%0.124%
7/6/2026 Neville Rodie & Shaw Inc.32,892$424K0.0%-5.7%0.013%
7/6/2026 Stableford Capital II LLC140,804$1.81M0.6%-2.0%0.054%
6/3/2026 Parallel Advisors LLC141,065$1.79M0.0%-35.2%0.054%
6/3/2026 NewEdge Advisors LLC3,298$42K0.0%-82.3%0.001%
5/19/2026 Orographic Financial Advisors LLC84,479$1.07M0.8%N/A0.032%
5/19/2026 Bank of America Corp DE3,269,917$41.40M0.0%-7.0%1.255%
5/18/2026Sunbelt Securities Inc.11,000$139K0.0%N/A0.004%
5/18/2026 Royal Bank of Canada100,967$1.28M0.0%+2.4%0.039%
5/18/2026 Empowered Funds LLC34,828$441K0.0%+19.2%0.013%
5/18/2026 Evercore Wealth Management LLC62,814$795K0.0%+10.2%0.024%
5/16/2026 The Manufacturers Life Insurance Company59,240$750K0.0%-6.4%0.023%
5/16/2026 Family Manage LLC228,526$2.89M0.3%+133.5%0.088%
5/15/2026 OMERS ADMINISTRATION Corp3,559,646$45.07M0.3%+17.9%1.367%
5/15/2026 Callodine Capital Management LP200,000$2.53M0.2%-55.6%0.077%
5/14/2026 Caxton Associates LLP111,109$1.41M0.0%-24.8%0.043%
5/14/2026 Lido Advisors LLC491,880$6.23M0.0%-12.2%0.189%
5/13/2026 Cetera Investment Advisers119,901$1.52M0.0%+12.7%0.046%
5/13/2026 Levin Capital Strategies L.P.11,628$147K0.0%+12.9%0.004%
5/13/2026 NewEdge Wealth LLC51,102$647K0.0%+81.7%0.020%
5/13/2026 First Trust Advisors LP198,850$2.52M0.0%+60.0%0.076%
5/8/2026 Cura Wealth Advisors LLC120,200$1.52M0.7%-51.5%0.046%
5/8/2026 NewGen Asset Management Ltd25,600$324K0.1%N/A0.010%
5/7/2026 AlTi Global Inc.96,554$1.22M0.0%N/A0.037%
5/7/2026 Parallel Advisors LLC141,065$1.79M0.0%-35.2%0.054%
5/7/2026 Next Capital Management LLC567,205$7.18M2.2%+132.3%0.215%
5/7/2026 True North Advisors LLC13,420$170K0.0%N/A0.005%
5/6/2026 Simon Quick Advisors LLC32,971$417K0.0%-30.3%0.013%
5/6/2026 Main Street Group LTD3,750$47K0.0%N/A0.001%
5/6/2026 Independent Financial Group LLC69,622$881K0.0%N/A0.026%
5/5/2026 D.A. Davidson & CO.314,297$3.98M0.0%+4.6%0.119%
5/5/2026 Bank of New York Mellon Corp172,431$2.18M0.0%+7.8%0.066%
5/4/2026 Chicago Partners Investment Group LLC48,565$644K0.0%+13.7%0.018%
5/4/2026 IFC Advisors LLC38,956$493K0.1%-16.2%0.015%
5/2/2026 Global Assets Advisory LLC8,090$102K0.0%N/A0.003%
5/2/2026Anchor Investment Management LLC239,802$3.04M0.3%-9.2%0.091%
5/1/2026 Castle Wealth Management LLC31,826$403K0.1%+91.7%0.012%
5/1/2026 Fifth Third Bancorp5,342$68K0.0%N/A0.002%
4/30/2026 Whipplewood Advisors LLC84,040$1.06M0.6%+6.7%0.032%
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4/28/2026 Meridian Investment Counsel Inc.72,400$917K0.2%+12.9%0.028%
4/28/2026 Kathmere Capital Management LLC44,166$559K0.0%N/A0.017%
4/28/2026 Ascentis Independent Advisors75,246$953K0.1%+116.2%0.029%
4/27/2026 HB Wealth Management LLC149,341$1.89M0.0%+20.8%0.057%
4/27/2026 Private Advisor Group LLC21,809$276K0.0%-27.4%0.008%
4/27/2026 New World Advisors LLC16,612$210K0.0%-40.9%0.006%
4/27/2026 Sound Income Strategies LLC3,750,533$46.88M2.3%+4.1%1.425%
4/25/2026 Strs Ohio17,140,532$217.00M0.9%+2.6%6.512%
4/24/2026 Shikiar Asset Management Inc.251,300$3.18M0.9%-32.7%0.095%
4/23/2026 GraniteShares Advisors LLC179,126$2.27M1.6%-10.3%0.068%


GBDC Institutional Ownership - Frequently Asked Questions

During the previous two years, 417 institutional investors and hedge funds held shares of Golub Capital BDC. The most heavily invested institutionals were Strs Ohio ($217.00M), HighTower Advisors LLC ($94.62M), Corient Private Wealth LLC ($70.80M), Van ECK Associates Corp ($60.67M), Northeast Financial Consultants Inc ($56.95M), Allen Investment Management LLC ($55.23M), and JPMorgan Chase & Co. ($53.16M).Learn more on Golub Capital BDC's institutional investors.

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

Of the 372 institutional investors that purchased Golub Capital BDC's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Strs Ohio ($17.14M), Lalia Capital LLC ($5.08M), OMERS ADMINISTRATION Corp ($4.91M), Bank of America Corp DE ($4.77M), Corient Private Wealth LP ($3.95M), Legal & General Group Plc ($2.79M), and HighTower Advisors LLC ($2.25M).

Institutional investors have bought a total of 46,282,116 shares in the last 24 months. This purchase volume represents approximately $611.34M in transactions.

Of the 127 institutional investors that sold Golub Capital BDC's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Corient Private Wealth LLC ($4.41M), Corient Private Wealth LP ($1.37M), Millennium Management LLC ($1.30M), Rockefeller Capital Management L.P. ($660.11K), Franklin Resources Inc. ($611.40K), M Holdings Securities Inc. ($331.46K), and Cerity Partners LLC ($328.01K).

Institutional investors have sold a total of 15,060,941 shares in the last 24 months. This volume of shares sold represents approximately $205.35M in transactions.



Institutional ownership data for NASDAQ:GBDC is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 8/27/2026. New 13F filings are added each quarter as they're published.
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