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 | 02/13/2026 | 554.20 K | $1.50 M | 6.02% | 3.84% |
| MORGAN STANLEY | 02/13/2026 | 397.64 K | $1.07 M | 38.52% | 2.76% |
| CITADEL ADVISORS LLC | 02/17/2026 | 80.85 K | $218.29 K | 100.00% | 0.56% |
| NORTH GROUND CAPITAL | 02/12/2026 | 54.30 K | $146.61 K | 100.00% | 0.38% |
| ALPINE GLOBAL MANAGEMENT, LLC | 02/17/2026 | 26.23 K | $70.81 K | 100.00% | 0.18% |
| LPL FINANCIAL LLC | 02/11/2026 | 22.81 K | $61.59 K | -6.94% | 0.16% |
| WESTBOURNE INVESTMENTS, INC. | 01/22/2026 | 19.00 K | $51.30 K | -38.71% | 0.13% |
| GEODE CAPITAL MANAGEMENT, LLC | 02/09/2026 | 16.94 K | $45.73 K | 0.00% | 0.12% |
| BANK OF AMERICA CORP /DE/ | 02/17/2026 | 8.38 K | $22.63 K | 0.00% | 0.06% |
| UBS GROUP AG | 01/29/2026 | 7.04 K | $19.02 K | 124.83% | 0.05% |
| ROCKEFELLER CAPITAL MANAGEMENT L.P. | 03/17/2026 | 6.50 K | $17.56 K | 100.00% | 0.05% |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 02/03/2026 | 4.80 K | $12.96 K | -60.00% | 0.03% |
| LEGACY WEALTH MANAGMENT, LLC/ID | 02/03/2026 | 2.50 K | $6.75 K | 0.00% | 0.02% |
| TRIUMPH CAPITAL MANAGEMENT | 02/12/2026 | 1.00 K | $2.70 K | 0.00% | 0.01% |
| MTM INVESTMENT MANAGEMENT, LLC | 02/09/2026 | 500 | $1.35 K | 0.00% | 0.00% |
| ADVISOR GROUP HOLDINGS, INC. | 02/17/2026 | 23 | $62 | -39.47% | 0.00% |
| RAYMOND JAMES FINANCIAL INC | 02/18/2026 | 0 | $0 | -100.00% | 0.00% |
| ETHOS FINANCIAL GROUP, LLC | 01/20/2026 | 0 | $0 | -100.00% | 0.00% |
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Investcorp Credit Management BDC Inc institutional Ownership - FAQ's
During the previous two years, 20 institutional investors and hedge funds held shares of Investcorp Credit Management BDC Inc. The most heavily invested institutionals were:
Bulldog Investors, LLP: 554,197
MORGAN STANLEY: 397,641
CITADEL ADVISORS LLC: 80,847
North Ground Capital: 54,299
Alpine Global Management, LLC: 26,225
LPL Financial LLC: 22,811
8.33% of Investcorp Credit Management BDC Inc stock is owned by institutional investors.
Institutional investors have bought a total of 1.25 M shares in the last 24 months. This purchase volume represents approximately $3.37 M in transactions.