Golub Capital BDC Inc (GBDC) Ownership

16.84 ↓0.14 (-0.82%)

As of May 2, 2024, 3:59pm EST.

Institutions
Mutual Funds

Institutional Ownership

STRS OHIO is the biggest individual institutional holder of Golub Capital BDC Inc (GBDC), owning a total of 9.3 million shares. Combined, the top 31 institutional holders of GBDC own 34.33% of the company with a total of 58.6 million shares.

In the latest ownership report on December 31st 2023, the top 31 institutional holders increased their combined ownership of GBDC by 860 thousand shares. 15 institutions bought 4,105,197 total additional shares and increased their ownership by an average of 343.65%. However 7 institutions sold 3,244,957 total shares and decreased their ownership by an average of 13.12%.

Overall this is a positive sign as the number of shares owned by the top 20 institutional holders of Golub Capital BDC increased by a net total of 860,240 in the latest quarter.

Institution Ownership Chart

Latest Institutional Ownership Changes

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
STRS OHIO	5.453%	-16.594%	9,302,722	-1,850,801	2023-12-31
Lindbrook Capital, LLC	2.751%	-6.037%	4,693,547	-301,558	2023-12-31
OMERS Administration Corp.	1.853%	-5.146%	3,161,011	-171,506	2023-12-31
JPMorgan Chase & Co	1.807%	0.890%	3,082,885	27,198	2023-12-31
Sound Income Strategies	1.492%	3.125%	2,545,571	77,128	2023-12-31
Van Eck Associates Corporation	1.450%	8.688%	2,472,926	197,681	2023-12-31
Sage Mountain Advisors LLC	1.274%	5.150%	2,172,722	106,411	2023-12-31
Ares Management LLC	1.070%	1.017%	1,826,028	18,379	2023-12-31
HPM Partners LLC	1.020%	4,797.540%	1,740,391	1,704,855	2023-12-31
Allen Investment Management LLC	0.951%	18.284%	1,621,693	250,675	2023-12-31
Fort Washington Investment Advisors Inc	0.871%	-14.690%	1,485,380	-255,765	2023-12-31
Border to Coast Pensions Partnership Limited	0.845%	0.000%	1,441,804	0	2023-12-31
Morgan Stanley - Brokerage Accounts	0.789%	4.460%	1,346,638	57,491	2023-12-31
Legal & General Group PLC	0.781%	7.372%	1,331,892	91,443	2023-12-31
Arnhold LLC	0.773%	-12.749%	1,318,200	-192,611	2023-12-31
LSV Asset Management	0.706%	0.885%	1,203,641	10,555	2023-12-31
Millennium Management LLC	0.703%	-22.486%	1,198,715	-347,731	2023-12-31
Partners Group Holding AG Junk	0.703%	94.179%	1,198,286	581,182	2023-12-31
Bank of America Corp	0.565%	71.145%	964,153	400,798	2023-12-31
Goldman Sachs Group Inc	0.538%	135.106%	917,556	527,283	2023-12-31
Hirtle Callaghan & CO Inc	0.504%	4.224%	859,639	34,842	2023-12-31
Cliffwater LLC	0.444%	-14.170%	757,082	-124,985	2023-12-31
BlackRock Inc	0.427%	2.716%	728,983	19,276	2023-12-31

Top Institutions

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
STRS OHIO	5.453%	-16.594%	9,302,722	-1,850,801	2023-12-31
Lindbrook Capital, LLC	2.751%	-6.037%	4,693,547	-301,558	2023-12-31
OMERS Administration Corp.	1.853%	-5.146%	3,161,011	-171,506	2023-12-31
JPMorgan Chase & Co	1.807%	0.890%	3,082,885	27,198	2023-12-31
RiverNorth Capital Management, LLC	1.776%	13.687%	3,034,177	365,292	2022-09-30
Sound Income Strategies	1.492%	3.125%	2,545,571	77,128	2023-12-31
Van Eck Associates Corporation	1.450%	8.688%	2,472,926	197,681	2023-12-31
Sound Income Strategies, LLC	1.347%	2.067%	2,289,090	46,347	2023-03-31
Sage Mountain Advisors LLC	1.274%	5.150%	2,172,722	106,411	2023-12-31
Ares Management LLC	1.070%	1.017%	1,826,028	18,379	2023-12-31
HPM Partners LLC	1.020%	4,797.540%	1,740,391	1,704,855	2023-12-31
Southern Farm Bureau Life Insurance	1.012%	-11.509%	1,730,026	-225,000	2022-12-31
Allen Investment Management LLC	0.951%	18.284%	1,621,693	250,675	2023-12-31
Fort Washington Investment Advisors Inc	0.871%	-14.690%	1,485,380	-255,765	2023-12-31
Border to Coast Pensions Partnership Limited	0.845%	0.000%	1,441,804	0	2023-12-31
Morgan Stanley - Brokerage Accounts	0.789%	4.460%	1,346,638	57,491	2023-12-31
Legal & General Group PLC	0.781%	7.372%	1,331,892	91,443	2023-12-31
Arnhold LLC	0.773%	-12.749%	1,318,200	-192,611	2023-12-31
LSV Asset Management	0.706%	0.885%	1,203,641	10,555	2023-12-31
Millennium Management LLC	0.703%	-22.486%	1,198,715	-347,731	2023-12-31
Partners Group Holding AG Junk	0.703%	94.179%	1,198,286	581,182	2023-12-31
Bank of America Corp	0.565%	71.145%	964,153	400,798	2023-12-31
Next Capital Management LLC	0.565%	-1.449%	963,176	-14,157	2023-09-30
Goldman Sachs Group Inc	0.538%	135.106%	917,556	527,283	2023-12-31
Wells Fargo & Co	0.514%	-3.190%	871,660	-28,724	2023-03-31
Hirtle Callaghan & CO Inc	0.504%	4.224%	859,639	34,842	2023-12-31
Citadel Advisors Llc	0.471%	0.000%	804,168	804,168	2022-12-31
Ulrich Consultants & Investment Group, LLC	0.447%	1.191%	762,965	8,980	2022-09-30
Cliffwater LLC	0.444%	-14.170%	757,082	-124,985	2023-12-31
Two Sigma Advisers, LLC	0.431%	17.257%	734,500	108,100	2023-09-30
BlackRock Inc	0.427%	2.716%	728,983	19,276	2023-12-31

Mutual Fund Ownership

VanEck BDC Income ETF is the biggest individual fund holder of Golub Capital BDC Inc (GBDC), owning a total of 2.9 million shares. Combined, the top 41 mutual fund holders of GBDC own 6.46% of the company with a total of 11 million shares.

In the latest ownership report on March 31st 2024, the top 41 fund holders increased their combined ownership of GBDC by 261 thousand shares. 3 funds bought 272,034 total additional shares and increased their ownership by an average of 0.35%. However 1 funds sold 11,452 total shares and decreased their ownership by an average of 4.45%.

Overall this is a positive sign as the number of shares owned by the top 20 mutual funds holding Golub Capital BDC increased by a net total of 260,582 in the latest report.

Mutual Funds Chart

Latest Mutual Fund Ownership Changes

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
Putnam BDC Income ETF	0.144%	-4.445%	246,169	-11,452	2024-03-31
Multi-Asset Diversified Income ETF	0.140%	1.052%	238,845	2,486	2024-03-31
First Trust Small Cap Core AlphaDEX® ETF	0.108%	0.000%	184,080	0	2024-03-31
Boston Partners Small Cap Value Equity	0.079%	0.000%	134,774	134,774	2024-03-31
Boston Partners Small Cap Value SMA	0.079%	0.000%	134,774	134,774	2024-03-31
LSV Global Managed Volatility	0.059%	0.000%	101,100	0	2024-03-31

Top Mutual Funds

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
VanEck BDC Income ETF	1.684%	0.494%	2,873,332	14,124	2024-03-29
RiverNorth Doubleline Strategic Inc I	0.481%	-17.200%	821,097	-170,561	2022-09-30
iShares Listed Private Eq ETF USD Dist	0.376%	0.000%	641,184	0	2024-03-28
McKinley Capital Business Development Co	0.313%	-10.040%	531,618	-59,329	2023-03-31
Undrly L&G Pen PMC Multi Asset	0.310%	-10.639%	528,395	-62,910	2023-09-30
RiverNorth Opportunities	0.220%	0.000%	375,596	0	2022-10-31
Partners Group Listed Priv Eq EUR I Acc	0.201%	0.000%	342,566	0	2023-08-31
Undrly L&G Pen PMC Diversified	0.185%	0.095%	315,506	300	2024-02-29
Nikko Active BDC Mother	0.173%	-1.419%	295,242	-4,249	2023-11-20
Nikko High Income BDC Mother Fund	0.172%	1.267%	294,041	3,679	2023-11-20
First Trust Specialty Finance	0.164%	0.000%	280,000	0	2023-11-30
Putnam BDC Income ETF	0.144%	-4.445%	246,169	-11,452	2024-03-31
Advisors Capital Model Inc w/ Gro	0.143%	-24.020%	243,689	-77,039	2023-12-31
Multi-Asset Diversified Income ETF	0.140%	1.052%	238,845	2,486	2024-03-31
CIBC Atlas Income Opportunities Instl	0.127%	0.000%	215,919	0	2024-01-31
Baillie Gifford Sustainable MA B Acc	0.126%	72.114%	215,241	90,184	2024-02-29
Polar Capital Global Financials Ord	0.123%	0.000%	209,880	0	2023-11-30
McKinley Capital U.S. Equity Income	0.109%	-3.126%	184,761	-5,962	2023-03-31
First Trust Small Cap Core AlphaDEX® ETF	0.108%	0.000%	184,080	0	2024-03-31
Victory Market Neutral Income I	0.086%	0.000%	146,211	146,211	2022-12-31
Boston Partners Small Cap Value Equity	0.079%	0.000%	134,774	134,774	2024-03-31
Boston Partners Small Cap Value SMA	0.079%	0.000%	134,774	134,774	2024-03-31
Fort Washington Strategic Income	0.079%	-38.153%	134,165	-82,765	2023-12-31
GraniteShares HIPS US High Income ETF	0.065%	0.000%	111,171	0	2024-03-28
Scotia Diversified Balanced A	0.064%	45.225%	108,650	33,835	2024-02-29
VictoryShares US Sm Md Cp Val Momt ETF	0.063%	0.000%	107,604	0	2024-03-29
LSV Small Cap Value Institutional	0.062%	0.000%	106,023	0	2023-12-31
LSV Global Managed Volatility	0.059%	0.000%	101,100	0	2024-03-31
Mediobanca SICAV PE Strat C	0.059%	0.000%	100,000	0	2024-02-29
SEI GMF Global Mgd Vol H GBP Wlth A Inc	0.056%	2.134%	94,668	1,978	2024-02-29
BankInvest Børsnoterede Alt. Akk. W	0.047%	9.023%	80,463	6,659	2023-02-28
RiverNorth Core Opportunity R	0.045%	0.000%	77,091	0	2022-09-30
Polar Capital Fincls Income B1 Inst Inc	0.043%	0.000%	73,555	0	2023-04-30
Invesco Global Listed Private Equity ETF	0.042%	-2.518%	71,542	-1,848	2023-09-28
Partners Group Generations I B Acc	0.040%	0.000%	67,467	0	2023-11-30
FlexShares® Listed Priv Eq ETF USD Acc	0.037%	0.000%	63,255	0	2023-10-31
Baillie Gifford WW Dvrs Ret B USDAcc	0.037%	0.000%	62,404	62,404	2023-08-31
Sound Enhanced Fixed Income ETF	0.032%	0.000%	54,962	0	2023-04-28
Clough Global Dividend and Income	0.031%	0.000%	52,100	0	2023-02-28
Mackenzie Diversified Alternatives F5	0.030%	0.000%	51,506	0	2022-08-31
Confluence BDC-Wrap	0.029%	-2.144%	50,031	-1,096	2022-12-31