Golub Capital BDC (GBDC) Institutional Ownership

$16.89
+0.05 (+0.30%)
(As of 05/3/2024 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)
133
Total
Institutional Inflows
(last 12 months)
$160.88M
Number of
Institutional Sellers
(last 12 months)
72
Total
Institutional Outflows
(last 12 months)
$121.57M
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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
5/3/2024BI 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%
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%
3/25/2024Quadrature Capital Ltd24,188$365K0.0%+64.4%0.014%
3/22/2024PNC Financial Services Group Inc.14,000$211K0.0%+223.8%0.008%
2/23/2024 Chicago 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%
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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%
2/9/2024 Mckinley 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%
2/8/2024 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%
2/7/2024Jump 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%
2/7/2024 Cary Street Partners Investment Advisory LLC10,000$151K0.0%N/A0.006%
2/7/2024Kayne Anderson Capital Advisors LP27,000$408K0.0%N/A0.016%
2/6/2024 Private 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%
2/5/2024 Van 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%
2/1/2024 Sage Mountain Advisors LLC2,172,722$32.81M3.8%+5.1%1.281%
2/1/2024 Shikiar Asset Management Inc.342,380$5.17M1.6%+187.5%0.202%
2/1/2024Signaturefd LLC107,783$1.63M0.0%+1.7%0.064%
2/1/2024 Nicholas Hoffman & Company LLC.36,623$553K0.0%-33.8%0.022%
2/1/2024 Lindbrook Capital LLC4,693,547$70.87M7.1%-6.0%2.767%
1/31/2024Tranquility Partners LLC339,325$5.12M2.1%-32.0%0.200%
1/30/2024 Latitude Advisors LLC10,056$152K0.1%N/A0.006%
1/30/2024 GraniteShares Advisors LLC97,017$1.47M1.3%-12.5%0.057%
1/30/2024Strs Ohio9,302,722$140.47M0.6%-16.6%5.485%
1/30/2024 Sumitomo Mitsui Trust Holdings Inc.582,364$8.79M0.0%-1.2%0.343%
1/29/2024 Perigon Wealth Management LLC10,307$156K0.0%N/A0.006%
1/26/2024Cerity Partners LLC1,740,391$26.28M0.0%+4,797.5%1.026%
1/26/2024 Albion 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%
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1/26/2024 Baillie 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%
1/24/2024 Private 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%
1/17/2024 Abundance Wealth Counselors41,783$631K0.2%+20.0%0.025%
1/17/2024 Fort Washington Investment Advisors Inc. OH1,485,380$22.43M0.2%-14.7%0.876%
1/16/2024 Simon Quick Advisors LLC25,788$389K0.0%-15.0%0.015%
(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, 246 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 Sage Mountain Advisors LLC ($33.74M).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 208 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), Van ECK Associates Corp ($1.64M), Border to Coast Pensions Partnership Ltd ($1.44M), 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 25,767,505 shares in the last 24 months. This purchase volume represents approximately $358.10M in transactions.

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

Of the 126 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), Lindbrook Capital LLC ($1.35M), Southern Farm Bureau Life Insurance ($1.19M), Sage Mountain Advisors LLC ($717.61K), and HB Wealth Management LLC ($565.37K).

How much institutional selling is happening at Golub Capital BDC?

Institutional investors have sold a total of 25,806,941 shares in the last 24 months. This volume of shares sold represents approximately $357.61M in transactions.


This page (NASDAQ:GBDC) was last updated on 5/4/2024 by MarketBeat.com Staff

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