Golub Capital BDCGBDC

13F holders, Q1 2024 (March 31)
251holders
3famous investors
$16.60avg. 13F price*

At the end of Q1 2024, 251 institutions reported holding Golub Capital BDC Inc. (GBDC) in their 13F filings. The largest holders were STRS Ohio ($102.3M), Lindbrook Capital, LLC ($61.2M) and OMERS ADMINISTRATION Corp ($54.1M). 3 famous investors held it, including Ken Griffin (0.0% of Citadel Advisors's portfolio), Paul Tudor Jones (0.0% of Tudor Investment Corporation's portfolio) and Israel Englander (0.0% of Millennium Management's portfolio).

Company
Golub Capital BDC Inc.
CUSIP
38173M102
Latest filing quarter
Q2 2026

History

Number of 13F holders

0100200300400 Q1 2024: 251Q1 2024Q2 2024: 294Q2 2024Q3 2024: 285Q3 2024Q4 2024: 327Q4 2024Q1 2025: 337Q1 2025Q2 2025: 320Q2 2025Q3 2025: 330Q3 2025Q4 2025: 354Q4 2025Q1 2026: 346Q1 2026Q2 2026: 318Q2 2026

Total Exit/New Position Q1 2024

InstitutionsTotal Value
New Positions29$32.3M
Exits35$38.1M

Ownership 251 holders

STRS Ohio 0.41% Reduce -33.9% 6,152,913 $102.3M
Lindbrook Capital, LLC 5.73% Reduce -21.5% 3,683,018 $61.2M
OMERS ADMINISTRATION Corp 0.62% Add +2.9% 3,253,460 $54.1M
Van Eck Associates Corp. 0.07% Add +16.1% 2,872,157 $47.8M
Sound Income Strategies, LLC 3.31% Add +4.6% 2,661,937 $44.3M
JPMorgan Chase & Co. 0.00% Reduce -16.1% 2,587,090 $43.0M
Ares Management LLC 0.81% Add +18.2% 2,157,554 $35.9M
Allen Investment Management, LLC 0.44% Add +29.6% 2,101,032 $34.9M
Sage Mountain Advisors LLC 3.51% Reduce -6.6% 2,029,070 $33.7M
Morgan Stanley 0.00% Add +50.0% 2,019,552 $33.6M
Cerity Partners LLC 0.07% Reduce -4.5% 1,663,023 $27.7M
Fort Washington Investment Advisors Inc. 0.16% No change 1,485,380 $24.7M
Border to Coast Pensions Partnership Ltd 0.54% No change 1,441,804 $24.0M
Legal & General Group Plc 0.01% Add +2.8% 1,369,348 $22.8M
Arnhold LLC 2.30% Reduce -0.8% 1,308,200 $21.8M
Bank of America Corp. 0.00% Add +16.4% 1,122,198 $18.7M
LSV Asset Management 0.04% Reduce -7.9% 1,108,641 $18.4M
Northeast Financial Consultants Inc 0.68% Add +78.4% 835,753 $13.9M
BlackRock Inc. 0.00% Add +6.5% 776,038 $12.9M
Wells Fargo & Company 0.00% Add +2.2% 758,764 $12.6M
HighTower Advisors, LLC 0.02% Add +11.3% 755,110 $12.6M
Boston Partners 0.01% New 721,237 $12.1M
Sumitomo Mitsui Trust Group, Inc. 0.01% Add +6.7% 621,308 $10.3M
Partners Group Holding AG 0.90% No change 599,143 $10.0M
Muzinich & Co., Inc. 7.78% No change 593,818 $9.0M
Granite FO LLC 5.20% Add +207.6% 590,805 $8.9M
Captrust Financial Advisors 0.03% Add +163.2% 510,625 $8.5M
First Trust Advisors LP 0.01% Add +44.0% 505,175 $8.4M
Two Sigma Advisers, LP 0.02% Reduce -10.1% 504,900 $8.4M
McKinley Capital Management LLC 0.97% Add +2.6% 488,033 $8.1M
Citadel Advisors 0.01% Add +58.0% 461,415 $7.7M
Edge Capital Group, LLC 0.37% Add +1.5% 445,105 $7.4M
Cliffwater LLC 1.95% Reduce -41.2% 444,840 $7.2M
Rockefeller Capital Management L.P. 0.02% Reduce -28.5% 432,712 $7.2M
Shikiar Asset Management Inc. 2.17% Add +19.6% 409,380 $6.8M
Neuberger Berman Group LLC 0.00% Add +4.1% 359,040 $6.0M
Tranquility Partners, LLC 2.21% Add +1.2% 343,361 $5.7M
CIBC Private Wealth Group LLC 0.01% Add +0.1% 338,571 $5.6M
Prairiewood Capital, LLC 2.63% Add +5.6% 336,718 $5.6M
Confluence Investment Management LLC 0.07% Reduce -5.9% 331,284 $5.5M
Citigroup Inc. 0.01% No change 331,177 $5.5M
UBS Group AG 0.00% Reduce -11.0% 330,303 $5.5M
Advisors Capital Management, LLC 0.10% Reduce -1.2% 329,151 $5.5M
Credit Suisse AG/ 0.01% No change 324,605 $5.4M
Baillie Gifford & Co. 0.00% Add +37.5% 307,486 $5.1M
Merit Financial Group, LLC 0.12% New 295,706 $5.0M
Callodine Capital Management, LP 1.21% Reduce -12.2% 300,000 $5.0M
LPL Financial LLC 0.00% Add +7.0% 292,650 $4.9M
M Holdings Securities, Inc. 0.78% Add +5.2% 279,944 $4.7M
Next Capital Management LLC 1.79% Reduce -57.3% 264,533 $4.4M
TCW Group Inc. 0.04% Add +399.5% 264,222 $4.4M
Stifel Financial Corp. 0.00% Add +21.6% 254,112 $4.2M
Franklin Resources Inc. 0.00% New 252,798 $4.2M
Pathstone Holdings, LLC 0.02% Add +2.2% 249,936 $4.2M
Condor Capital Management 0.40% Add +6.3% 245,979 $4.1M
New England Asset Management Inc. 0.63% No change 232,876 $3.9M
Envestnet Asset Management Inc. 0.00% Add +225.3% 226,637 $3.8M
Connor, Clark & Lunn Investment Management Ltd. 0.01% Add +147.9% 201,659 $3.4M
Parallel Advisors, LLC 0.09% Add +0.1% 197,197 $3.3M
D.A. Davidson & Co. 0.03% Add +18.0% 191,604 $3.2M
EP Wealth Advisors, LLC 0.04% Add +0.0% 184,955 $3.1M
Snowden Capital Advisors LLC 0.10% Add +95.4% 184,663 $3.1M
Hennion & Walsh Asset Management, Inc. 0.16% Add +12.8% 175,589 $2.9M
New Vernon Capital Holdings II LLC 1.40% No change 162,540 $2.7M
United Advisor Group, LLC 1.02% New 162,536 $2.7M
CANADA LIFE ASSURANCE Co 0.01% Add +6.0% 161,639 $2.7M
Ieq Capital, LLC 0.04% Add +0.2% 159,826 $2.7M
Mariner, LLC 0.01% Add +8.1% 159,176 $2.6M
Texas Yale Capital Corp. 0.11% Reduce -1.3% 146,487 $2.4M
Naviter Wealth, LLC 0.39% Add +965.8% 144,604 $2.4M
Waterloo Capital, L.P. 0.30% Add +64.8% 142,330 $2.4M
Truvestments Capital LLC 0.91% Add +576.3% 141,687 $2.4M
Corient Private Wealth LP 0.00% Reduce -2.3% 140,377 $2.3M
BluePointe Capital Management, LLC 1.50% Add +0.1% 131,370 $2.2M
Brown Advisory Inc. 0.00% Reduce -3.3% 131,102 $2.2M
HB Wealth Management, LLC 0.03% Reduce -11.1% 125,934 $2.1M
Schechter Investment Advisors, LLC 0.15% Reduce -7.0% 123,718 $2.1M
Two Sigma Investments, LP 0.01% Reduce -82.0% 122,789 $2.0M
General Partner, Inc. 1.28% No change 122,500 $2.0M
Coastal Bridge Advisors, LLC 0.45% Reduce -73.5% 118,676 $2.0M
Advisors Asset Management, Inc. 0.04% Add +13.9% 114,104 $1.9M
Albion Financial Group 0.14% Add +1.1% 112,449 $1.9M
GraniteShares Advisors LLC 0.98% Add +14.6% 111,171 $1.8M
Raymond James & Associates 0.00% Add +179.7% 110,859 $1.8M
Signaturefd, LLC 0.04% Add +0.3% 108,158 $1.8M
Victory Capital Management Inc. 0.00% Add +3.1% 107,604 $1.8M
HRT Financial LP 0.01% Add +51.9% 104,493 $1.7M
Independent Financial Group, LLC 0.08% Add +2.3% 98,802 $1.6M
AlTi Global, Inc. 0.05% No change 97,500 $1.6M
Janney Montgomery Scott LLC 0.00% Add +5.2% 95,991 $1.6M
Independent Family Office, LLC 0.85% No change 95,500 $1.6M
Ameriprise Financial Inc. 0.00% Add +58.6% 92,471 $1.5M
Bank of New York Mellon Corp 0.00% Add +23.0% 89,280 $1.5M
Commonwealth Equity Services, LLC 0.00% Reduce -3.9% 84,037 $1.4M
Edgemoor Investment Advisors, Inc. 0.13% Reduce -2.9% 82,457 $1.4M
Quantbot Technologies LP 0.07% Add +42.4% 78,090 $1.3M
Cresset Asset Management, LLC 0.01% Add +2.3% 77,757 $1.3M
Invesco Ltd. 0.00% Add +7.7% 73,131 $1.2M
Eagle Bay Advisors LLC 0.76% Reduce -13.3% 72,449 $1.2M
Evoke Wealth, LLC 0.04% Add +381.9% 71,870 $1.2M
Atria Investments, Inc 0.02% Reduce -0.0% 71,091 $1.2M
Cetera Investment Advisers 0.00% Add +98.9% 67,551 $1.1M
Tidal Investments LLC 0.02% Add +7.3% 65,932 $1.1M
Castlekeep Investment Advisors LLC 0.79% Reduce -1.3% 65,869 $1.1M
Barclays PLC 0.00% New 64,432 $1.1M
United Capital Financial Advisors, LLC 0.01% Reduce -2.7% 64,370 $1.1M
Klingman & Associates, LLC 0.07% Add +11.3% 62,050 $1.0M
Millennium Management 0.00% Reduce -94.8% 61,907 $1.0M
Osaic Holdings, Inc. 0.00% Add +62.6% 59,941 $997K
Silverberg Bernstein Capital Management LLC 0.96% Reduce -1.7% 59,100 $983K
Royal Bank of Canada 0.00% Add +8.0% 57,833 $962K
Greenland Capital Management LP 0.16% New 56,711 $943K
Northern Trust Corp. 0.00% Reduce -6.7% 55,246 $919K
Neville Rodie & Shaw Inc. 0.07% Add +1.2% 53,842 $895K
Lido Advisors, LLC 0.01% Reduce -31.7% 52,983 $881K
Pegasus Partners Ltd. 0.09% Add +59.3% 52,911 $880K
SG Americas Securities, LLC 0.00% New 52,820 $878K
Global Endowment Management, LP 0.09% No change 50,000 $832K
Abundance Wealth Counselors 0.18% Add +15.2% 48,133 $800K
Nations Financial Group Inc, /Ia/ 0.07% Add +4.5% 47,037 $782K
Family Manage LLC 0.14% Reduce -16.7% 46,131 $767K
Onyx Bridge Wealth Group LLC 0.14% Add +100.1% 43,821 $762K
Quadrature Capital Ltd 0.01% Add +83.9% 44,483 $740K
NewEdge Advisors, LLC 0.01% Add +4.4% 41,966 $698K
Redhawk Wealth Advisors, Inc. 0.11% New 41,791 $695K
Global Wealth Management Investment Advisory, Inc. 0.17% Add +1.3% 41,471 $690K
Nicholas Hoffman & Company, LLC. 0.03% Add +13.1% 41,405 $689K
Evercore Wealth Management, LLC 0.01% No change 40,250 $669K
Prevail Innovative Wealth Advisors, LLC 0.25% Add +68.5% 39,942 $664K
Geneos Wealth Management Inc. 0.03% Add +1.1% 39,548 $658K
Delphi Management Inc. 0.50% Add +9.8% 39,038 $649K
Amplius Wealth Advisors, LLC 0.07% No change 38,254 $636K
Riverbridge Partners LLC 0.01% Add +3.8% 37,537 $624K
Moors & Cabot, Inc. 0.03% Add +8.5% 37,064 $616K
Kestra Private Wealth Services, LLC 0.01% New 36,950 $614K
Wedbush Securities Inc. 0.02% Reduce -0.5% 36,031 $599K
Trust Co. of Vermont 0.03% No change 34,355 $571K
Manufacturers Life Insurance Company, The 0.00% Add +59.8% 34,232 $569K
Tudor Investment Corporation 0.01% Reduce -89.6% 34,170 $568K
Jane Street Group, LLC 0.00% New 33,802 $562K
Virtus Advisers, LLC 0.30% Add +29.9% 33,401 $555K
Jump Financial, LLC 0.02% Reduce -68.0% 33,318 $554K
Deerfield Management Company, L.P. 0.01% Add +138.6% 33,300 $554K
Silvercrest Asset Management Group LLC 0.00% Add +3.0% 33,077 $550K
Virtus Investment Advisers, LLC 0.38% No change 31,186 $519K
Guggenheim Capital LLC 0.00% Reduce -3.3% 31,011 $516K
Anchor Investment Management, LLC 0.05% Reduce -0.3% 30,829 $513K
Dynamic Technology Lab Private Ltd 0.05% New 30,667 $510K
RDA Financial Network 0.17% Reduce -3.0% 29,799 $496K
Manhattan West Asset Management, LLC 0.11% No change 28,448 $473K
BI Asset Management Fondsmaeglerselskab A/S 0.01% Reduce -38.3% 27,588 $459K
Private Advisor Group, LLC 0.00% Reduce -9.8% 27,492 $457K
Chicago Partners Investment Group LLC 0.02% Add +42.3% 26,427 $455K
Simon Quick Advisors, LLC 0.03% Add +2.6% 26,460 $440K
Blair William & Co. 0.00% Add +0.4% 26,176 $435K
Navellier & Associates Inc. 0.05% Add +3.0% 25,133 $418K
Freedom Investment Management, Inc. 0.03% Add +8.4% 24,478 $407K
MML Investors Services, LLC 0.00% Add +26.4% 24,041 $400K
ProShare Advisors LLC 0.00% Add +13.6% 23,948 $398K
Port Capital LLC 0.02% No change 22,000 $366K
Sowell Financial Services LLC 0.02% New 21,724 $361K
Eagle Global Advisors LLC 0.02% No change 21,620 $360K
Northstar Group, Inc. 0.07% No change 21,538 $358K
M&T Bank Corp 0.00% Add +0.1% 21,409 $356K
Beverly Hills Private Wealth, LLC 0.08% Add +19.6% 20,166 $335K
Aquatic Capital Management LLC 0.01% Reduce -69.0% 19,100 $318K
Gsa Capital Partners LLP 0.03% New 18,923 $315K
Raymond James Financial Services Advisors, Inc. 0.00% Reduce -4.9% 18,664 $310K
Evergreen Capital Management LLC 0.01% Reduce -8.3% 18,632 $310K
UMB Bank, n.a. 0.00% No change 18,504 $308K
Atlanta Consulting Group Advisors, LLC 0.11% — 18,300 $304K
New World Advisors LLC 0.09% No change 17,953 $299K
Mandatum Life Insurance Co Ltd 0.10% Add +55.1% 17,495 $291K
EMC Capital Management 0.17% New 17,121 $285K
Cambridge Investment Research Advisors, Inc. 0.00% Reduce -25.1% 17,078 $284K
Comerica Bank 0.00% Reduce -6.9% 16,966 $282K
Creative Planning 0.00% Add +8.3% 16,859 $280K
Modera Wealth Management, LLC 0.00% New 16,563 $275K
Cary Street Partners Investment Advisory LLC 0.01% Add +60.0% 16,000 $266K
Virtu Financial LLC 0.02% New 15,425 $257K
Quent Capital, LLC 0.03% No change 15,311 $255K
Core Wealth Partners LLC 0.19% No change 15,060 $250K
Pine Valley Investments Ltd Liability Co 0.02% No change 14,769 $246K
PNC Financial Services Group, Inc. 0.00% Add +1.4% 14,200 $236K
Kestra Advisory Services, LLC 0.00% Add +4.1% 14,101 $235K
Romano Brothers and Company 0.03% Reduce -2.5% 13,875 $231K
Precision Wealth Strategies, LLC 0.21% New 13,449 $224K
Mission Wealth Management, LP 0.01% Add +2.7% 13,213 $220K
Atria Wealth Solutions, Inc. 0.00% Add +13.6% 12,932 $220K
Mattern Wealth Management LLC 0.05% Add +30.0% 13,000 $216K
Wealthfront Advisers LLC 0.00% New 12,967 $216K
Entropy Technologies, LP 0.02% New 12,783 $213K
Beaumont Financial Advisors, LLC 0.02% Add +1.9% 12,769 $212K
MAS Advisors LLC 0.24% New 12,587 $209K
NBT Bank, N.A. 0.01% No change 12,300 $205K
Mercer Global Advisors Inc. 0.00% Add +16.8% 12,145 $202K
GRIMES & Co WEALTH MANAGEMENT, LLC 0.01% Add +2.9% 11,756 $195K
US Bancorp \de 0.00% Add +405.9% 11,615 $193K
Foundations Investment Advisors, LLC 0.01% New 11,593 $193K
Oppenheimer & Co. Inc. 0.00% Reduce -7.4% 11,571 $192K
Schonfeld Strategic Advisors LLC 0.00% Reduce -79.2% 11,500 $191K
Strategic Wealth Partners, Ltd. 0.02% Reduce -32.4% 11,467 $191K
CFO4Life Group, LLC 0.03% Add +2.0% 10,957 $182K
Cherrydale Wealth Management, LLC 0.08% Add +2.9% 10,730 $178K
First Affirmative Financial Network 0.13% New 10,420 $173K
Perigon Wealth Management, LLC 0.01% Add +1.0% 10,407 $173K
Latitude Advisors, LLC 0.11% Add +2.5% 10,307 $171K
Axxcess Wealth Management, LLC 0.00% No change 10,000 $166K
Steward Partners Investment Advisory, LLC 0.00% Add +1306.3% 9,844 $164K
AlphaQuest LLC 0.03% Reduce -85.7% 9,716 $162K
Larson Financial Group LLC 0.01% No change 9,634 $160K
Lazard Asset Management LLC 0.00% Reduce -2.0% 8,033 $133K
Qube Research & Technologies Ltd 0.00% Reduce -95.8% 7,142 $119K
BNP Paribas Financial Markets 0.00% Add +39.1% 6,898 $115K
nVerses Capital, LLC 0.25% New 6,300 $105K
State of Wyoming 0.01% Reduce -65.4% 5,285 $88K
Creative Financial Designs Inc. 0.01% No change 3,760 $63K
Basso Capital Management, L.P. 0.05% No change 3,300 $55K
Clearstead Advisors, LLC 0.00% No change 3,070 $51K
USA Financial Formulas 0.01% New 2,959 $49K
Hillsdale Investment Management Inc. 0.00% Reduce -25.0% 2,640 $44K
Future Financial Wealth Managment LLC 0.03% New 2,300 $38K
Private Trust Co. NA 0.00% No change 2,199 $37K
AdvisorNet Financial, Inc 0.00% Add +114.0% 2,140 $36K
Ancora Advisors LLC 0.00% No change 2,125 $35K
Parkside Financial Bank & Trust 0.01% New 2,071 $34K
Montag A & Associates Inc. 0.00% No change 2,000 $33K
Nomura Asset Management Co. Ltd. 0.00% Reduce -43.3% 1,963 $33K
Tower Research Capital LLC (TRC) 0.00% Add +1.3% 1,718 $29K
Armstrong Advisory Group, Inc. 0.00% No change 1,882 $28K
Beacon Capital Management, LLC 0.00% No change 1,199 $20K
Quadrant Capital Group LLC 0.00% Reduce -10.1% 1,195 $20K
IFP Advisors, Inc 0.00% No change 1,087 $18K
Allworth Financial LP 0.00% Reduce -6.0% 1,031 $17K
Valley National Advisers Inc. 0.00% No change 1,000 $16K
Raleigh Capital Management Inc. 0.01% No change 885 $15K
Avior Wealth Management, LLC 0.00% No change 800 $13K
Rothschild Investment LLC 0.00% No change 500 $8K
EverSource Wealth Advisors, LLC 0.00% Add +26.3% 476 $8K
Pin Oak Investment Advisors Inc. 0.01% No change 460 $8K
Delta Asset Management LLC 0.00% No change 310 $5K
Retirement Group, LLC 0.00% No change 225 $4K
Hexagon Capital Partners LLC 0.00% Reduce -1.9% 204 $3K
Group One Trading LLC 0.00% New 177 $3K
Glen Eagle Advisors, LLC 0.00% No change 163 $3K
Principal Securities, Inc. 0.00% New 92 $2K
Tucker Asset Management LLC 0.00% No change 78 $1K
Avion Wealth 0.00% No change 13 $1K
GAMMA Investing LLC 0.00% No change 49 $815
Financial Gravity Asset Management, Inc. 0.00% Add +33.3% 4 $66
FMR LLC 0.00% New 2 $33

"% of holder's portfolio" is GBDC's weight in each manager's 13F, not the share of Golub Capital BDC Inc. the manager owns.