Golub Capital BDC Inc Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| STRS OHIO | 07/30/2026 | 17.58 M | $226.39 M | 2.54% | 6.75% |
| HIGHTOWER ADVISORS, LLC | 08/05/2026 | 7.35 M | $94.61 M | 4.25% | 2.82% |
| VAN ECK ASSOCIATES CORP | 08/14/2026 | 4.71 M | $60.67 M | 10.99% | 1.81% |
| SOUND INCOME STRATEGIES, LLC | 07/20/2026 | 3.88 M | $49.92 M | 3.35% | 1.49% |
| UBS GROUP AG | 08/13/2026 | 3.85 M | $49.58 M | -5.13% | 1.48% |
| SAGE MOUNTAIN ADVISORS LLC | 08/05/2026 | 3.83 M | $49.32 M | 1.94% | 1.47% |
| OMERS ADMINISTRATION CORP | 08/13/2026 | 3.65 M | $47.01 M | 2.54% | 1.40% |
| BANK OF AMERICA CORP /DE/ | 08/14/2026 | 3.39 M | $43.70 M | 3.75% | 1.30% |
| JPMORGAN CHASE & CO | 08/12/2026 | 3.38 M | $43.25 M | -3.76% | 1.30% |
| ARES MANAGEMENT LLC | 08/14/2026 | 3.36 M | $43.24 M | 9.77% | 1.29% |
| ALLEN INVESTMENT MANAGEMENT LLC | 08/05/2026 | 3.17 M | $40.88 M | -5.70% | 1.22% |
| CI PRIVATE WEALTH, LLC | 08/27/2026 | 3.16 M | $40.73 M | -30.16% | 1.21% |
| ROCKEFELLER CAPITAL MANAGEMENT L.P. | 08/13/2026 | 2.80 M | $36.06 M | -0.11% | 1.08% |
| GENERALI ASSET MANAGEMENT SPA SGR | 07/30/2026 | 2.63 M | $33.88 M | 0.00% | 1.01% |
| LALIA CAPITAL, LLC | 08/11/2026 | 2.61 M | $33.56 M | 2.49% | 1.00% |
| LEGAL & GENERAL GROUP PLC | 08/14/2026 | 2.44 M | $31.48 M | 9.14% | 0.94% |
| MORGAN STANLEY | 08/13/2026 | 2.35 M | $30.32 M | 19.06% | 0.90% |
| MUZINICH & CO., INC. | 07/27/2026 | 2.06 M | $26.47 M | 3.50% | 0.79% |
| RUSSELL INVESTMENTS GROUP, LTD. | 08/06/2026 | 1.77 M | $22.74 M | 37.61% | 0.68% |
| FRANKLIN RESOURCES INC | 08/13/2026 | 1.65 M | $21.28 M | 44.02% | 0.63% |
| SUMITOMO MITSUI TRUST GROUP, INC. | 07/30/2026 | 1.55 M | $20.00 M | 2.52% | 0.60% |
| ARNHOLD LLC | 07/27/2026 | 1.54 M | $19.80 M | 0.00% | 0.59% |
| ENSIGN PEAK ADVISORS, INC | 08/14/2026 | 1.29 M | $16.61 M | 100.00% | 0.50% |
| BLACKROCK, INC. | 08/07/2026 | 1.26 M | $16.21 M | 5.39% | 0.48% |
| MAI CAPITAL MANAGEMENT | 08/14/2026 | 1.24 M | $15.91 M | 1.20% | 0.47% |
| COASTAL BRIDGE ADVISORS, LLC | 08/17/2026 | 1.19 M | $15.37 M | -7.68% | 0.46% |
| HIRTLE CALLAGHAN & CO LLC | 08/14/2026 | 1.01 M | $13.00 M | -0.69% | 0.39% |
| BROWN BROTHERS HARRIMAN & CO | 08/12/2026 | 942.55 K | $12.14 M | 0.00% | 0.36% |
| NUVEEN, LLC | 08/11/2026 | 931.69 K | $12.07 M | 100.00% | 0.36% |
| SIGMA INVESTMENT COUNSELORS INC | 07/28/2026 | 922.44 K | $11.88 M | -1.49% | 0.35% |
| SRS CAPITAL ADVISORS, INC. | 08/10/2026 | 864.88 K | $11.14 M | 100.55% | 0.33% |
| WELLS FARGO & COMPANY/MN | 08/14/2026 | 853.63 K | $10.99 M | 14.78% | 0.33% |
| CERITY PARTNERS LLC | 08/14/2026 | 812.13 K | $10.46 M | -5.29% | 0.31% |
| BANK OF MONTREAL /CAN/ | 08/12/2026 | 753.32 K | $9.70 M | -28.70% | 0.29% |
| D. E. SHAW & CO., INC. | 08/14/2026 | 684.44 K | $8.82 M | -28.20% | 0.26% |
| PRAIRIEWOOD CAPITAL, LLC | 07/28/2026 | 562.43 K | $7.24 M | 7.86% | 0.22% |
| MERCER GLOBAL ADVISORS INC /ADV | 08/19/2026 | 557.92 K | $7.19 M | 52.13% | 0.21% |
| CAZ INVESTMENTS LP | 08/24/2026 | 516.74 K | $6.66 M | 1,622.46% | 0.20% |
| NEXT CAPITAL MANAGEMENT LLC | 08/03/2026 | 505.44 K | $6.51 M | -10.89% | 0.19% |
| LIDO ADVISORS, LLC | 08/07/2026 | 498.20 K | $6.42 M | 1.28% | 0.19% |
| CAPTRUST FINANCIAL ADVISORS | 08/13/2026 | 474.33 K | $6.11 M | -0.50% | 0.18% |
| IEQ CAPITAL, LLC | 08/11/2026 | 458.43 K | $5.90 M | 76.99% | 0.18% |
| JANNEY MONTGOMERY SCOTT LLC | 08/05/2026 | 442.33 K | $5.70 M | 260.52% | 0.17% |
| COLONY GROUP, LLC | 08/12/2026 | 439.18 K | $5.66 M | 7.37% | 0.17% |
| COMMONWEALTH EQUITY SERVICES, LLC | 07/29/2026 | 438.63 K | $5.65 M | -12.36% | 0.17% |
| ADVISORS CAPITAL MANAGEMENT, LLC | 08/11/2026 | 435.85 K | $5.61 M | 11.52% | 0.17% |
| PATHSTONE HOLDINGS, LLC | 08/13/2026 | 423.22 K | $5.45 M | -1.25% | 0.16% |
| ADVISORS ASSET MANAGEMENT, INC. | 08/14/2026 | 421.31 K | $5.43 M | 11.14% | 0.16% |
| CONDOR CAPITAL MANAGEMENT | 08/12/2026 | 415.75 K | $5.35 M | -0.77% | 0.16% |
| LSV ASSET MANAGEMENT | 08/06/2026 | 409.86 K | $5.28 M | -51.55% | 0.16% |
Golub Capital BDC Inc institutional Ownership - FAQ's
During the previous two years, 499 institutional investors and hedge funds held shares of Golub Capital BDC Inc. The most heavily invested institutionals were:
STRS OHIO: 17.58 M
HighTower Advisors, LLC: 7.35 M
VAN ECK ASSOCIATES CORP: 4.71 M
Sound Income Strategies, LLC: 3.88 M
UBS Group AG: 3.85 M
Sage Mountain Advisors LLC: 3.83 M
46.90% of Golub Capital BDC Inc stock is owned by institutional investors.
Institutional investors have bought a total of 145.92 M shares in the last 24 months. This purchase volume represents approximately $1.78 B in transactions.