Investcorp Credit Management BDC Inc Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| BULLDOG INVESTORS, LLP | 05/08/2026 | 596.78 K | $966.78 K | 7.68% | 4.14% |
| FOUNDERS FINANCIAL ALLIANCE, LLC | 05/11/2026 | 295.79 K | $479.19 K | 100.00% | 2.05% |
| CITADEL ADVISORS LLC | 05/15/2026 | 32.00 K | $51.84 K | 100.00% | 0.22% |
| NORTH GROUND CAPITAL | 05/11/2026 | 25.39 K | $41.13 K | -53.25% | 0.18% |
| LPL FINANCIAL LLC | 05/06/2026 | 22.91 K | $37.12 K | 0.44% | 0.16% |
| TWO SIGMA SECURITIES, LLC | 05/15/2026 | 20.61 K | $33.40 K | 100.00% | 0.14% |
| JANE STREET GROUP, LLC | 05/12/2026 | 17.08 K | $27.66 K | 100.00% | 0.12% |
| GEODE CAPITAL MANAGEMENT, LLC | 05/15/2026 | 16.94 K | $27.44 K | 0.00% | 0.12% |
| RAYMOND JAMES FINANCIAL INC | 05/14/2026 | 11.14 K | $18.04 K | 100.00% | 0.08% |
| ALPINE GLOBAL MANAGEMENT, LLC | 05/15/2026 | 10.72 K | $17.36 K | -59.14% | 0.07% |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 05/01/2026 | 4.80 K | $6.77 K | 0.00% | 0.03% |
| UBS GROUP AG | 05/05/2026 | 3.24 K | $5.25 K | -54.03% | 0.02% |
| LEGACY WEALTH MANAGMENT, LLC/ID | 05/07/2026 | 2.50 K | $4.05 K | 0.00% | 0.02% |
| MORGAN STANLEY | 05/15/2026 | 1.33 K | $2.15 K | -99.67% | 0.01% |
| TRIUMPH CAPITAL MANAGEMENT | 05/13/2026 | 1.00 K | $1.62 K | 0.00% | 0.01% |
| MTM INVESTMENT MANAGEMENT, LLC | 05/06/2026 | 500 | $810 | 0.00% | 0.00% |
| OSBON CAPITAL MANAGEMENT LLC | 05/15/2026 | 472 | $765 | 100.00% | 0.00% |
| ALLWORTH FINANCIAL LP | 05/15/2026 | 18 | $29 | 100.00% | 0.00% |
| BANK OF AMERICA CORP /DE/ | 05/18/2026 | 0 | $0 | -100.00% | 0.00% |
| WESTBOURNE INVESTMENTS, INC. | 05/15/2026 | 0 | $0 | -100.00% | 0.00% |
| CITADEL ADVISORS LLC | 05/15/2026 | 0 | $0 | -100.00% | 0.00% |
| ADVISOR GROUP HOLDINGS, INC. | 05/15/2026 | 0 | $0 | -100.00% | 0.00% |
| ROCKEFELLER CAPITAL MANAGEMENT L.P. | 05/14/2026 | 0 | $0 | -100.00% | 0.00% |
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Investcorp Credit Management BDC Inc institutional Ownership - FAQ's
During the previous two years, 26 institutional investors and hedge funds held shares of Investcorp Credit Management BDC Inc. The most heavily invested institutionals were:
Bulldog Investors, LLP: 596,780
Founders Financial Alliance, LLC: 295,794
North Ground Capital: 25,386
LPL Financial LLC: 22,911
TWO SIGMA SECURITIES, LLC: 20,614
JANE STREET GROUP, LLC: 17,075
7.15% of Investcorp Credit Management BDC Inc stock is owned by institutional investors.
Institutional investors have bought a total of 1.09 M shares in the last 24 months. This purchase volume represents approximately $2.94 M in transactions.