Golub Capital BDC, Inc. Major Shareholders & Ownership History
Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
---|---|---|---|---|---|
CI PRIVATE WEALTH, LLC | 02/10/2025 | 4.86 M | $73.34 M | -9.91% | 1.84% |
VAN ECK ASSOCIATES CORP | 01/29/2025 | 4.52 M | $68.56 M | 13.39% | 1.71% |
ALLEN INVESTMENT MANAGEMENT LLC | 02/10/2025 | 3.69 M | $56.01 M | 37.81% | 1.40% |
SOUND INCOME STRATEGIES, LLC | 01/21/2025 | 3.06 M | $46.32 M | 5.98% | 1.16% |
LINDBROOK CAPITAL, LLC | 02/06/2025 | 3.04 M | $46.09 M | -12.18% | 1.15% |
ROCKEFELLER CAPITAL MANAGEMENT L.P. | 02/13/2025 | 2.85 M | $43.26 M | -7.15% | 1.08% |
ARES MANAGEMENT LLC | 02/14/2025 | 2.84 M | $43.12 M | 0.00% | 1.07% |
NORTHEAST FINANCIAL CONSULTANTS INC | 02/14/2025 | 2.57 M | $38.93 M | -3.04% | 0.97% |
SAGE MOUNTAIN ADVISORS LLC | 02/07/2025 | 2.51 M | $38.04 M | 38.81% | 0.95% |
JPMORGAN CHASE & CO | 02/12/2025 | 2.39 M | $36.17 M | 2.12% | 0.90% |
OMERS ADMINISTRATION CORP | 02/14/2025 | 2.24 M | $33.89 M | -30.53% | 0.84% |
MILLENNIUM MANAGEMENT LLC | 02/14/2025 | 1.91 M | $28.95 M | 167.97% | 0.72% |
PARTNERS GROUP HOLDING AG | 02/11/2025 | 1.82 M | $27.60 M | -8.73% | 0.69% |
LEGAL & GENERAL GROUP PLC | 02/13/2025 | 1.81 M | $27.42 M | -6.93% | 0.68% |
CERITY PARTNERS LLC | 02/13/2025 | 1.59 M | $24.05 M | -3.14% | 0.60% |
ARNHOLD LLC | 02/14/2025 | 1.41 M | $21.41 M | 2.35% | 0.53% |
MAI CAPITAL MANAGEMENT | 02/14/2025 | 1.35 M | $20.44 M | 100.00% | 0.51% |
LSV ASSET MANAGEMENT | 02/13/2025 | 1.31 M | $19.78 M | 5.56% | 0.49% |
BORDER TO COAST PENSIONS PARTNERSHIP LTD | 01/15/2025 | 1.00 M | $15.15 M | -16.67% | 0.38% |
ATRIA INVESTMENTS, INC | 02/06/2025 | 983,286 | $14.91 M | 912.00% | 0.37% |
BOSTON PARTNERS | 02/11/2025 | 936,035 | $14.25 M | 39.48% | 0.35% |
HIRTLE CALLAGHAN & CO LLC | 02/11/2025 | 907,983 | $13.77 M | -2.08% | 0.34% |
BLACKROCK FUNDING, INC. /DE | 02/07/2025 | 905,259 | $13.72 M | 24.38% | 0.34% |
QUBE RESEARCH & TECHNOLOGIES LTD | 02/14/2025 | 786,084 | $11.92 M | 8.85% | 0.30% |
MUZINICH & CO., INC. | 02/05/2025 | 728,365 | $11.04 M | 10.92% | 0.28% |
TWO SIGMA INVESTMENTS, LP | 02/14/2025 | 725,193 | $10.99 M | -50.61% | 0.27% |
SUMITOMO MITSUI TRUST HOLDINGS, INC. | 01/28/2025 | 710,354 | $10.77 M | 10.10% | 0.27% |
FRANKLIN RESOURCES INC | 02/12/2025 | 694,587 | $10.53 M | 71.56% | 0.26% |
LGT CAPITAL PARTNERS LTD. | 02/07/2025 | 648,000 | $9.82 M | 12.27% | 0.25% |
HIGHTOWER ADVISORS, LLC | 02/07/2025 | 648,253 | $9.83 M | 6.97% | 0.24% |
GOLDMAN SACHS GROUP INC | 02/11/2025 | 609,405 | $9.24 M | 366.83% | 0.23% |
NEXT CAPITAL MANAGEMENT LLC | 02/11/2025 | 583,876 | $8.85 M | -24.36% | 0.22% |
TWO SIGMA ADVISERS, LP | 02/14/2025 | 575,100 | $8.72 M | -27.38% | 0.22% |
TCW GROUP INC | 02/04/2025 | 568,008 | $8.61 M | 0.00% | 0.21% |
CAPTRUST FINANCIAL ADVISORS | 02/14/2025 | 555,309 | $8.42 M | 11.12% | 0.21% |
DENALI ADVISORS LLC | 02/04/2025 | 541,003 | $8.20 M | -8.25% | 0.20% |
GRANITE FO LLC | 02/06/2025 | 534,030 | $8.10 M | -9.61% | 0.20% |
CALLODINE CAPITAL MANAGEMENT, LP | 02/13/2025 | 525,000 | $7.96 M | -5.12% | 0.20% |
STIFEL FINANCIAL CORP | 02/13/2025 | 500,246 | $7.58 M | 24.91% | 0.19% |
WELLS FARGO & COMPANY/MN | 02/13/2025 | 494,732 | $7.50 M | -41.29% | 0.19% |
NEUBERGER BERMAN GROUP LLC | 02/13/2025 | 476,675 | $7.18 M | 20.25% | 0.18% |
SHIKIAR ASSET MANAGEMENT INC | 01/15/2025 | 455,730 | $6.91 M | 1.48% | 0.17% |
UBS GROUP AG | 02/14/2025 | 440,135 | $6.67 M | 52.54% | 0.17% |
CIBC WORLD MARKET INC. | 01/23/2025 | 433,937 | $6.58 M | -58.37% | 0.16% |
EDGE CAPITAL GROUP, LLC | 02/04/2025 | 426,170 | $6.46 M | -35.87% | 0.16% |
ONEASCENT WEALTH MANAGEMENT LLC | 02/12/2025 | 421,857 | $6.40 M | 100.00% | 0.16% |
BAILLIE GIFFORD & CO | 01/31/2025 | 418,858 | $6.35 M | 66.45% | 0.16% |
ONEASCENT FINANCIAL SERVICES LLC | 02/12/2025 | 400,729 | $6.08 M | 100.00% | 0.15% |
HRT FINANCIAL LP | 02/14/2025 | 389,204 | $5.90 M | 160.31% | 0.15% |
ENVESTNET ASSET MANAGEMENT INC | 02/13/2025 | 372,363 | $5.65 M | 10.96% | 0.14% |
Golub Capital BDC, Inc. institutional Ownership - FAQ's
During the previous two years, 425 institutional investors and hedge funds held shares of Golub Capital BDC, Inc.. The most heavily invested institutionals were:
CI Private Wealth, LLC: 4.86 M
VAN ECK ASSOCIATES CORP: 4.52 M
Allen Investment Management LLC: 3.69 M
Sound Income Strategies, LLC: 3.06 M
Lindbrook Capital, LLC: 3.04 M
Rockefeller Capital Management L.P.: 2.85 M
33.74% of Golub Capital BDC, Inc. stock is owned by institutional investors.
Institutional investors have bought a total of 116.10 M shares in the last 24 months. This purchase volume represents approximately $1.76 B in transactions.