Golub Capital BDC (GBDC) Institutional Ownership

$17.21
+0.10 (+0.58%)
(As of 10:26 AM 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)
134
Total
Institutional Inflows
(last 12 months)
$173.14M
Number of
Institutional Sellers
(last 12 months)
73
Total
Institutional Outflows
(last 12 months)
$125.49M
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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
4/22/2024Nicholas Hoffman & Company LLC.41,405$689K0.0%+13.1%0.024%
4/22/2024Shikiar Asset Management Inc.409,380$6.81M2.0%+19.6%0.239%
4/22/2024GraniteShares Advisors LLC111,171$1.85M1.0%+14.6%0.065%
4/19/2024Abundance Wealth Counselors48,133$800K0.2%+15.2%0.028%
4/19/2024Albion Financial Group UT112,449$1.87M0.1%+1.1%0.066%
4/19/2024Sumitomo Mitsui Trust Holdings Inc.621,308$10.33M0.0%+6.7%0.362%
4/18/2024Naviter Wealth LLC144,604$2.41M0.4%+965.8%0.084%
4/17/2024Hennion & Walsh Asset Management Inc.175,589$2.92M0.2%+12.8%0.103%
4/15/2024Future Financial Wealth Managment LLC2,300$38K0.0%N/A0.001%
4/15/2024Sound 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%
3/25/2024Quadrature Capital Ltd24,188$365K0.0%+64.4%0.014%
3/22/2024PNC Financial Services Group Inc.14,000$211K0.0%+223.8%0.008%
2/23/2024Chicago Partners Investment Group LLC18,575$286K0.0%+4.3%0.011%
2/15/2024Chilton Investment Co. Inc.16,166$244K0.0%N/A0.009%
2/14/2024Muzinich & Co. Inc.593,818$8.97M6.0%-1.4%0.348%
2/14/2024Evercore Wealth Management LLC40,250$608K0.0%+6.0%0.024%
2/14/2024Partners Group Holding AG599,143$9.05M1.1%-2.9%0.351%
2/14/2024Waterloo Capital L.P.86,383$1.30M0.2%N/A0.051%
2/13/2024Tower Research Capital LLC TRC 1,696$26K0.0%-38.1%0.001%
2/13/2024Edge Capital Group LLC438,716$6.63M0.4%+2.4%0.257%
2/13/2024Hirtle Callaghan & Co LLC859,639$12.98M0.6%+4.2%0.504%
2/13/2024CIBC Private Wealth Group LLC338,288$5.11M0.0%-24.0%0.198%
2/13/2024Prevail Innovative Wealth Advisors LLC23,712$358K0.2%N/A0.014%
2/12/2024Condor Capital Management231,495$3.50M0.4%+6.6%0.136%
2/12/2024Relative Value Partners Group LLC147,687$2.23M0.1%+1.3%0.087%
2/12/2024Evoke Wealth LLC71,870$1.09M0.0%+26.2%0.042%
2/12/2024Parallel Advisors LLC196,961$2.97M0.1%-3.5%0.115%
2/9/2024Nomura Asset Management Co. Ltd.3,463$52K0.0%+77.1%0.002%
2/9/2024TCW Group Inc.52,893$799K0.0%-44.9%0.031%
2/9/2024Aigen Investment Management LP15,869$240K0.0%N/A0.009%
2/9/2024Quest Partners LLC68,130$1.03M0.2%N/A0.040%
2/9/2024Trexquant Investment LP35,399$535K0.0%-73.6%0.021%
2/9/2024Corient Private Wealth LLC143,634$2.17M0.0%+11.9%0.084%
2/9/2024D.A. Davidson & CO.162,406$2.45M0.0%+13.5%0.095%
2/9/2024Wells Fargo & Company MN742,235$11.21M0.0%+5.9%0.435%
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2/9/2024Mckinley Capital Management LLC475,849$7.19M0.9%-0.3%0.279%
2/9/2024BI Asset Management Fondsmaeglerselskab A S44,699$675K0.0%-30.5%0.026%
2/8/2024Navellier & Associates Inc.24,409$369K0.1%+32.6%0.014%
2/8/2024Eagle Bay Advisors LLC83,573$1.26M0.8%-68.4%0.049%
2/8/2024Janney Montgomery Scott LLC91,227$1.38M0.0%+2.2%0.053%
2/7/2024Wambolt & Associates LLC12,458$188K0.0%-13.5%0.007%
2/7/2024Jump Financial LLC104,100$1.57M0.1%+719.7%0.061%
2/7/2024Edgemoor Investment Advisors Inc.84,957$1.28M0.1%-10.1%0.050%
2/7/2024Cary Street Partners Investment Advisory LLC10,000$151K0.0%N/A0.006%
2/7/2024Kayne Anderson Capital Advisors LP27,000$408K0.0%N/A0.016%
2/6/2024Private Advisor Group LLC30,472$460K0.0%+74.3%0.018%
2/6/2024Axxcess Wealth Management LLC10,000$151K0.0%-36.8%0.006%
2/6/2024LSV Asset Management1,203,641$18.18M0.0%+0.9%0.710%
2/5/2024Victory Capital Management Inc.104,351$1.58M0.0%N/A0.062%
2/5/2024Arnhold LLC1,318,200$19.91M2.2%-12.7%0.777%
2/5/2024Van ECK Associates Corp2,472,926$37.34M0.1%+8.7%1.458%
2/5/2024Legacy Capital Wealth Partners LLC100,701$1.52M0.4%-12.9%0.059%
2/2/2024Atria Wealth Solutions Inc.11,386$172K0.0%-10.3%0.007%
2/1/2024Sage Mountain Advisors LLC2,172,722$32.81M3.8%+5.1%1.281%
2/1/2024Shikiar Asset Management Inc.342,380$5.17M1.6%+187.5%0.202%
2/1/2024Signaturefd LLC107,783$1.63M0.0%+1.7%0.064%
2/1/2024Nicholas Hoffman & Company LLC.36,623$553K0.0%-33.8%0.022%
2/1/2024Lindbrook Capital LLC4,693,547$70.87M7.1%-6.0%2.767%
1/31/2024Tranquility Partners LLC339,325$5.12M2.1%-32.0%0.200%
1/30/2024Latitude Advisors LLC10,056$152K0.1%N/A0.006%
1/30/2024GraniteShares Advisors LLC97,017$1.47M1.3%-12.5%0.057%
1/30/2024Strs Ohio9,302,722$140.47M0.6%-16.6%5.485%
1/30/2024Sumitomo Mitsui Trust Holdings Inc.582,364$8.79M0.0%-1.2%0.343%
1/29/2024Perigon Wealth Management LLC10,307$156K0.0%N/A0.006%
1/26/2024Cerity Partners LLC1,740,391$26.28M0.0%+4,797.5%1.026%
1/26/2024Albion Financial Group UT111,244$1.68M0.1%-6.3%0.066%
1/26/2024Geneos Wealth Management Inc.39,114$591K0.0%-20.6%0.023%
1/26/2024Baillie Gifford & Co.223,699$3.38M0.0%+19.1%0.132%
1/25/2024 International Assets Investment Management LLC116,164$1.75M0.0%N/A0.068%
1/24/2024 International Assets Investment Management LLC116,164$1.75M0.0%N/A0.068%
1/24/2024Private Trust Co. NA2,199$33K0.0%+1,005.0%0.001%
1/19/2024Next Capital Management LLC619,238$9.35M4.0%-35.7%0.365%
1/17/2024Schechter Investment Advisors LLC132,974$2.01M0.2%-12.5%0.078%
1/17/2024 Silverberg Bernstein Capital Management LLC60,100$908K0.9%N/A0.035%
1/17/2024Abundance Wealth Counselors41,783$631K0.2%+20.0%0.025%
1/17/2024Fort Washington Investment Advisors Inc. OH1,485,380$22.43M0.2%-14.7%0.876%
1/16/2024Simon Quick Advisors LLC25,788$389K0.0%-15.0%0.015%
1/16/2024Raymond James Financial Services Advisors Inc.19,629$296K0.0%+11.9%0.012%
1/16/2024Prairiewood Capital LLC318,834$4.81M2.5%+10.3%0.188%
1/16/2024HB Wealth Management LLC141,604$2.14M0.0%+34.8%0.083%
1/10/2024Sound Income Strategies LLC2,545,571$38.44M3.2%+3.1%1.501%
1/2/2024Anchor Investment Management LLC30,913$467K0.1%N/A0.018%
1/2/2024 Neville Rodie & Shaw Inc.53,220$803K0.1%-8.2%0.031%
11/24/2023EP Wealth Advisors LLC184,878$2.71M0.0%+2,075.5%0.109%
11/22/2023Polar Capital Holdings Plc209,880$3.08M0.0%-17.7%0.124%
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11/16/2023Tudor Investment Corp Et Al169,298$2.48M0.0%+1,131.3%0.100%
11/16/2023Advisors Capital Management LLC397,647$5.83M0.1%+1.8%0.234%
11/15/2023Toroso Investments LLC58,740$862K0.0%+6.4%0.035%
11/15/2023Lido Advisors LLC93,112$1.37M0.0%-19.7%0.055%
11/15/2023Axxcess Wealth Management LLC15,816$232K0.0%-91.0%0.009%
11/15/2023Advisors Asset Management Inc.72,376$1.06M0.0%-1.2%0.043%
11/14/2023Quadrature Capital Ltd14,716$216K0.0%N/A0.009%
11/14/2023Northeast Financial Consultants Inc411,795$6.04M0.4%-6.2%0.243%
11/14/2023Trexquant Investment LP134,158$1.97M0.0%+324.7%0.079%
11/14/2023Mckinley Capital Management LLC477,088$7.00M1.0%-3.8%0.281%
(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, 250 institutional investors and hedge funds held shares of Golub Capital BDC. The most heavily invested institutionals were Strs Ohio ($140.47M), Lindbrook Capital LLC ($70.87M), OMERS ADMINISTRATION Corp ($48.89M), Sound Income Strategies LLC ($44.27M), JPMorgan Chase & Co. ($42.17M), Van ECK Associates Corp ($37.34M), and Sage Mountain Advisors LLC ($32.81M).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 210 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: Cerity Partners LLC ($2.82M), Lindbrook Capital LLC ($2.16M), Border to Coast Pensions Partnership Ltd ($1.44M), Van ECK Associates Corp ($1.24M), LSV Asset Management ($1.17M), Allen Investment Management LLC ($1.14M), and Sage Mountain Advisors LLC ($1.13M).

How much institutional buying is happening at Golub Capital BDC?

Institutional investors have bought a total of 26,629,421 shares in the last 24 months. This purchase volume represents approximately $370.38M in transactions.

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

Of the 127 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. ($3.32M), HighTower Advisors LLC ($1.64M), Southern Farm Bureau Life Insurance ($1.25M), Sage Mountain Advisors LLC ($573.96K), HB Wealth Management LLC ($549.70K), and Cerity Partners LLC ($435.87K).

How much institutional selling is happening at Golub Capital BDC?

Institutional investors have sold a total of 24,785,483 shares in the last 24 months. This volume of shares sold represents approximately $340.38M in transactions.


This page (NASDAQ:GBDC) was last updated on 4/23/2024 by MarketBeat.com Staff

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