GBDC Institutional Ownership
Golub Capital BDC, Inc.
1W: +3.0%
1M: -1.0%
3M: -3.4%
YTD: -8.9%
1Y: -10.5%
3Y: +12.3%
5Y: +20.7%
$12.36
+0.24 (+1.98%)
Weekly Expected Move ±2.4%
$12
$12
$12
$12
$13
Credit Risk of going bust: not rated, financial company (lending is its business) Bonds: $174.9M held by 143 funds, 163 bp over Treasuries → details ▾
Not rated: lending and leverage are a financial company's business, which the model misreads.
Bond figures are fund-reported marks (SEC N-PORT) as of Jul 2026. How these are computed.
Bond figures are fund-reported marks (SEC N-PORT) as of Jul 2026. How these are computed.
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Institutional Ownership — GBDC
377
Institutional Holders
-28 vs prior quarter
0.0%
Ownership
+0.00pp
$2B
Total Invested
30
New Positions
126
Increased
160
Reduced
55
Closed
3.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (424 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | STRS OHIO | 17,576,643 | $217M | +436,111 | +2.5% | 28Q | SEC ↗ |
| 2 | HighTower Advisors, LLC | 7,345,885 | $91M | +299,240 | +4.2% | 39Q | SEC ↗ |
| 3 | VAN ECK ASSOCIATES CORP | 4,710,275 | $58M | +466,249 | +11.0% | 15Q | SEC ↗ |
| 4 | Sound Income Strategies, LLC | 3,876,087 | $48M | +125,554 | +3.3% | 35Q | SEC ↗ |
| 5 | UBS Group AG | 3,849,396 | $48M | -207,971 | -5.1% | 47Q | SEC ↗ |
| 6 | Sage Mountain Advisors LLC | 3,829,164 | $47M | +72,893 | +1.9% | 23Q | SEC ↗ |
| 7 | OMERS ADMINISTRATION Corp | 3,650,215 | $45M | +90,569 | +2.5% | 33Q | SEC ↗ |
| 8 | BANK OF AMERICA CORP /DE | 3,392,551 | $42M | +122,634 | +3.8% | 15Q | SEC ↗ |
| 9 | JPMORGAN CHASE & CO | 3,384,088 | $42M | -132,158 | -3.8% | 43Q | SEC ↗ |
| 10 | ARES MANAGEMENT LLC | 3,357,115 | $41M | +298,759 | +9.8% | 26Q | SEC ↗ |
| 11 | Allen Investment Management, LLC | 3,174,058 | $39M | -191,842 | -5.7% | 47Q | SEC ↗ |
| 12 | Corient Private Wealth LP | 3,162,346 | $39M | -1,365,434 | -30.2% | 15Q | SEC ↗ |
| 13 | Rockefeller Capital Management L.P. | 2,799,784 | $35M | -3,084 | -0.1% | 27Q | SEC ↗ |
| 14 | Generali Asset Management SPA SGR | 2,630,739 | $33M | — | +0.0% | 6Q | SEC ↗ |
| 15 | Lalia Capital, LLC | 2,605,281 | $32M | +63,355 | +2.5% | 3Q | SEC ↗ |
| 16 | Legal & General Group Plc | 2,443,383 | $30M | +204,724 | +9.1% | 27Q | SEC ↗ |
| 17 | MORGAN STANLEY | 2,354,219 | $29M | +376,873 | +19.1% | 60Q | SEC ↗ |
| 18 | Muzinich & Co., Inc. | 2,055,071 | $25M | +69,583 | +3.5% | 47Q | SEC ↗ |
| 19 | Russell Investments Group, Ltd. | 1,765,242 | $22M | +482,424 | +37.6% | 3Q | SEC ↗ |
| 20 | FRANKLIN RESOURCES INC | 1,652,518 | $20M | +505,131 | +44.0% | 10Q | SEC ↗ |
| 21 | Sumitomo Mitsui Trust Group, Inc. | 1,552,650 | $19M | +38,106 | +2.5% | 26Q | SEC ↗ |
| 22 | Arnhold LLC | 1,537,089 | $19M | — | +0.0% | 34Q | SEC ↗ |
| 23 | Ensign Peak Advisors, Inc NEW | 1,289,976 | $16M | — | +0.0% | 1Q | SEC ↗ |
| 24 | BlackRock, Inc. | 1,258,215 | $16M | +64,391 | +5.4% | 8Q | SEC ↗ |
| 25 | MAI Capital Management | 1,235,407 | $15M | +14,669 | +1.2% | 7Q | SEC ↗ |
| 26 | Coastal Bridge Advisors, LLC | 1,193,180 | $15M | -99,224 | -7.7% | 3Q | SEC ↗ |
| 27 | BROWN BROTHERS HARRIMAN & CO | 942,550 | $12M | — | +0.0% | 2Q | SEC ↗ |
| 28 | Nuveen, LLC NEW | 931,687 | $12M | — | +0.0% | 1Q | SEC ↗ |
| 29 | SIGMA INVESTMENT COUNSELORS INC | 922,439 | $11M | -13,934 | -1.5% | 6Q | SEC ↗ |
| 30 | Arax Advisory Partners | 864,877 | $11M | +433,626 | +100.6% | 5Q | SEC ↗ |
| 31 | WELLS FARGO & COMPANY/MN | 853,625 | $11M | +109,919 | +14.8% | 65Q | SEC ↗ |
| 32 | Cerity Partners LLC | 812,128 | $10M | -45,321 | -5.3% | 27Q | SEC ↗ |
| 33 | BANK OF MONTREAL /CAN | 753,317 | $9M | -303,175 | -28.7% | 8Q | SEC ↗ |
| 34 | D. E. Shaw & Co., Inc. | 684,435 | $8M | -268,777 | -28.2% | 3Q | SEC ↗ |
| 35 | Prairiewood Capital, LLC | 562,432 | $7M | +41,001 | +7.9% | 20Q | SEC ↗ |
| 36 | MERCER GLOBAL ADVISORS INC /ADV | 557,919 | $7M | +191,189 | +52.1% | 7Q | SEC ↗ |
| 37 | CAZ INVESTMENTS LP | 516,739 | $6M | +486,739 | +1622.5% | 2Q | SEC ↗ |
| 38 | Next Capital Management LLC | 505,442 | $6M | -61,763 | -10.9% | 31Q | SEC ↗ |
| 39 | Lido Advisors, LLC | 498,198 | $6M | +6,318 | +1.3% | 42Q | SEC ↗ |
| 40 | CAPTRUST FINANCIAL ADVISORS | 474,325 | $6M | -2,367 | -0.5% | 17Q | SEC ↗ |
| 41 | IEQ CAPITAL, LLC | 458,427 | $6M | +199,413 | +77.0% | 27Q | SEC ↗ |
| 42 | Janney Montgomery Scott LLC | 442,331 | $5M | +319,638 | +260.5% | 17Q | SEC ↗ |
| 43 | Focus Partners Wealth | 439,175 | $5M | +30,140 | +7.4% | 7Q | SEC ↗ |
| 44 | COMMONWEALTH EQUITY SERVICES, LLC | 438,634 | $5M | -61,872 | -12.4% | 35Q | SEC ↗ |
| 45 | Advisors Capital Management, LLC | 435,853 | $5M | +45,007 | +11.5% | 34Q | SEC ↗ |
| 46 | Pathstone Holdings, LLC | 423,216 | $5M | -5,359 | -1.3% | 11Q | SEC ↗ |
| 47 | Advisors Asset Management, Inc. | 421,314 | $5M | +42,228 | +11.1% | 63Q | SEC ↗ |
| 48 | CONDOR CAPITAL MANAGEMENT | 415,746 | $5M | -3,222 | -0.8% | 25Q | SEC ↗ |
| 49 | LSV ASSET MANAGEMENT | 409,860 | $5M | -436,040 | -51.5% | 23Q | SEC ↗ |
| 50 | RAYMOND JAMES FINANCIAL INC | 392,900 | $5M | -28,804 | -6.8% | 7Q | SEC ↗ |
Recent Activity
New Positions (20)
| Holder | Shares | Value |
|---|---|---|
| Ensign Peak Advisors, Inc | 1,289,976 | $16M |
| Nuveen, LLC | 931,687 | $12M |
| NORTHERN TRUST CORP | 84,213 | $1M |
| Avestar Capital, LLC | 76,840 | $950K |
| COMPASS FINANCIAL MANAGEMENT LLC | 42,750 | $528K |
| One Charles Private Wealth Services | 38,163 | $472K |
| INTERNATIONAL ASSETS INVESTMENT MAN | 27,693 | $342K |
| Black Swift Group, LLC | 24,875 | $307K |
| Sequoia Financial Advisors, LLC | 22,843 | $282K |
| First Affirmative Financial Network | 22,548 | $279K |
| Palliser Capital (UK) Ltd | 20,129 | $249K |
| Essex Financial Services, Inc. | 19,928 | $246K |
| GRIFFIN ASSET MANAGEMENT, INC. | 18,883 | $233K |
| Rockingstone Advisors LLC | 18,345 | $227K |
| Jain Global LLC | 17,143 | $212K |
| MILLENNIUM MANAGEMENT LLC | 17,064 | $211K |
| SIMPLEX TRADING, LLC | 14,823 | $183K |
| UPTICK PARTNERS, LLC | 11,809 | $146K |
| Annis Gardner Whiting Capital Advis | 11,555 | $143K |
| Sunbelt Securities, Inc. | 11,000 | $136K |
Sold Out (20)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| RIVERNORTH CAPITAL MANAGEMENT, LLC | 1,714,828 | $21M |
| Boston Partners | 662,847 | $8M |
| North Ground Capital | 478,894 | $6M |
| XTX Topco Ltd | 319,407 | $4M |
| First National Trust Co | 264,177 | $3M |
| Merit Financial Group, LLC | 160,434 | $2M |
| Quantbot Technologies LP | 152,678 | $2M |
| Lansforsakringar Fondforvaltning AB | 124,292 | $2M |
| MARSHALL WACE, LLP | 120,507 | $1M |
| Marex Group plc | 112,529 | $1M |
| Qube Research & Technologies Ltd | 89,332 | $1M |
| Schonfeld Strategic Advisors LLC | 89,202 | $1M |
| ExodusPoint Capital Management, LP | 84,402 | $1M |
| Y-Intercept (Hong Kong) Ltd | 81,818 | $1M |
| GSA CAPITAL PARTNERS LLP | 77,297 | $955K |
| Ascentis Independent Advisors | 75,246 | $930K |
| Ocean Park Asset Management, LLC | 72,973 | $902K |
| Magnetar Financial LLC | 71,626 | $885K |
| Global Endowment Management, LP | 70,000 | $865K |
| TrueMark Investments, LLC | 61,075 | $755K |
Biggest Increases (20)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| FRANKLIN RESOURCES INC | +505,131 | +44.0% | 1,652,518 |
| CAZ INVESTMENTS LP | +486,739 | +1622.5% | 516,739 |
| Russell Investments Group, Ltd. | +482,424 | +37.6% | 1,765,242 |
| VAN ECK ASSOCIATES CORP | +466,249 | +11.0% | 4,710,275 |
| STRS OHIO | +436,111 | +2.5% | 17,576,643 |
| Arax Advisory Partners | +433,626 | +100.6% | 864,877 |
| MORGAN STANLEY | +376,873 | +19.1% | 2,354,219 |
| Janney Montgomery Scott LLC | +319,638 | +260.5% | 442,331 |
| HighTower Advisors, LLC | +299,240 | +4.2% | 7,345,885 |
| ARES MANAGEMENT LLC | +298,759 | +9.8% | 3,357,115 |
| CITADEL ADVISORS LLC | +233,716 | +766.4% | 264,210 |
| Legal & General Group Plc | +204,724 | +9.1% | 2,443,383 |
| TWO SIGMA INVESTMENTS, LP | +202,247 | +142.0% | 344,707 |
| IEQ CAPITAL, LLC | +199,413 | +77.0% | 458,427 |
| MERCER GLOBAL ADVISORS INC /ADV | +191,189 | +52.1% | 557,919 |
| FIRST TRUST ADVISORS LP | +181,333 | +91.2% | 380,183 |
| Sound Income Strategies, LLC | +125,554 | +3.3% | 3,876,087 |
| BANK OF AMERICA CORP /DE | +122,634 | +3.8% | 3,392,551 |
| WELLS FARGO & COMPANY/MN | +109,919 | +14.8% | 853,625 |
| OMERS ADMINISTRATION Corp | +90,569 | +2.5% | 3,650,215 |
Biggest Decreases (20)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| Corient Private Wealth LP | -1,365,434 | -30.2% | 3,162,346 |
| LSV ASSET MANAGEMENT | -436,040 | -51.5% | 409,860 |
| Border to Coast Pensions Partnershi | -325,000 | -52.0% | 300,000 |
| BANK OF MONTREAL /CAN | -303,175 | -28.7% | 753,317 |
| D. E. Shaw & Co., Inc. | -268,777 | -28.2% | 684,435 |
| UBS Group AG | -207,971 | -5.1% | 3,849,396 |
| Waterloo Capital, L.P. | -198,640 | -53.6% | 171,770 |
| Allen Investment Management, LLC | -191,842 | -5.7% | 3,174,058 |
| Callodine Capital Management, LP | -141,888 | -70.9% | 58,112 |
| JPMORGAN CHASE & CO | -132,158 | -3.8% | 3,384,088 |
| LPL Financial LLC | -115,317 | -24.1% | 363,782 |
| Coastal Bridge Advisors, LLC | -99,224 | -7.7% | 1,193,180 |
| Universal- Beteiligungs- und Servic | -84,855 | -27.8% | 220,056 |
| Advisor OS, LLC | -82,106 | -38.4% | 131,847 |
| Squarepoint Ops LLC | -73,971 | -87.8% | 10,288 |
| NEUBERGER BERMAN GROUP LLC | -63,026 | -17.2% | 302,407 |
| COMMONWEALTH EQUITY SERVICES, LLC | -61,872 | -12.4% | 438,634 |
| Next Capital Management LLC | -61,763 | -10.9% | 505,442 |
| CAXTON ASSOCIATES LLP | -56,496 | -50.8% | 54,613 |
| Invesco Ltd. | -53,850 | -38.7% | 85,477 |