Golub Capital BDC, Inc. Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| STRS OHIO | 11/01/2024 | 14.53 M | $219.61 M | 3.25% | 7.27% |
| CI PRIVATE WEALTH, LLC | 11/12/2024 | 5.39 M | $81.50 M | -21.28% | 2.70% |
| VAN ECK ASSOCIATES CORP | 10/29/2024 | 3.99 M | $61.46 M | 13.53% | 1.99% |
| LINDBROOK CAPITAL, LLC | 11/01/2024 | 3.46 M | $52.32 M | -2.53% | 1.73% |
| OMERS ADMINISTRATION CORP | 11/13/2024 | 3.22 M | $48.63 M | 21.35% | 1.61% |
| ROCKEFELLER CAPITAL MANAGEMENT L.P. | 11/14/2024 | 3.07 M | $46.44 M | -23.78% | 1.54% |
| SOUND INCOME STRATEGIES, LLC | 10/10/2024 | 2.88 M | $43.56 M | 5.02% | 1.44% |
| ARES MANAGEMENT LLC | 11/14/2024 | 2.84 M | $42.98 M | 24.59% | 1.42% |
| ALLEN INVESTMENT MANAGEMENT LLC | 11/07/2024 | 2.68 M | $40.51 M | 19.33% | 1.34% |
| NORTHEAST FINANCIAL CONSULTANTS INC | 11/15/2024 | 2.65 M | $40.02 M | 25.86% | 1.32% |
| JPMORGAN CHASE & CO | 12/26/2024 | 2.34 M | $35.30 M | -0.89% | 1.17% |
| MORGAN STANLEY | 11/14/2024 | 2.14 M | $32.31 M | -11.33% | 1.07% |
| PARTNERS GROUP HOLDING AG | 11/13/2024 | 1.99 M | $30.14 M | 48.21% | 1.00% |
| LEGAL & GENERAL GROUP PLC | 11/14/2024 | 1.94 M | $29.39 M | 36.50% | 0.97% |
| SAGE MOUNTAIN ADVISORS LLC | 10/29/2024 | 1.81 M | $27.32 M | 8.28% | 0.90% |
| CERITY PARTNERS LLC | 11/12/2024 | 1.64 M | $24.75 M | -5.18% | 0.82% |
| TWO SIGMA INVESTMENTS, LP | 11/14/2024 | 1.47 M | $22.19 M | -10.62% | 0.73% |
| ARNHOLD LLC | 11/13/2024 | 1.38 M | $20.85 M | 4.62% | 0.69% |
| BANK OF AMERICA CORP /DE/ | 11/14/2024 | 1.25 M | $18.81 M | -50.80% | 0.62% |
| LSV ASSET MANAGEMENT | 11/12/2024 | 1.24 M | $18.68 M | 11.61% | 0.62% |
| BORDER TO COAST PENSIONS PARTNERSHIP LTD | 10/21/2024 | 1.20 M | $18.08 M | -14.89% | 0.60% |
| CIBC WORLD MARKET INC. | 11/12/2024 | 1.04 M | $15.75 M | -0.56% | 0.52% |
| HIRTLE CALLAGHAN & CO LLC | 11/13/2024 | 927,240 | $14.01 M | 65.12% | 0.46% |
| WELLS FARGO & COMPANY/MN | 11/13/2024 | 842,616 | $12.73 M | 17.54% | 0.42% |
| TWO SIGMA ADVISERS, LP | 11/14/2024 | 791,900 | $11.97 M | -34.05% | 0.40% |
| NEXT CAPITAL MANAGEMENT LLC | 11/07/2024 | 771,910 | $11.66 M | 0.00% | 0.39% |
| BLACKROCK FUNDING, INC. /DE | 11/13/2024 | 727,832 | $11.00 M | 100.00% | 0.36% |
| QUBE RESEARCH & TECHNOLOGIES LTD | 11/14/2024 | 722,161 | $10.91 M | 0.05% | 0.36% |
| MILLENNIUM MANAGEMENT LLC | 11/14/2024 | 712,504 | $10.77 M | -9.42% | 0.36% |
| BOSTON PARTNERS | 11/12/2024 | 671,088 | $10.20 M | -3.09% | 0.34% |
| EDGE CAPITAL GROUP, LLC | 11/12/2024 | 664,547 | $10.04 M | 4.77% | 0.33% |
| MUZINICH & CO., INC. | 11/06/2024 | 656,641 | $9.92 M | 0.81% | 0.33% |
| SUMITOMO MITSUI TRUST HOLDINGS, INC. | 11/05/2024 | 645,187 | $9.75 M | 0.82% | 0.32% |
| HIGHTOWER ADVISORS, LLC | 11/14/2024 | 606,015 | $9.18 M | -4.64% | 0.30% |
| GRANITE FO LLC | 10/18/2024 | 590,805 | $8.93 M | 14.13% | 0.30% |
| DENALI ADVISORS LLC | 11/13/2024 | 589,649 | $8.91 M | 100.00% | 0.29% |
| LGT CAPITAL PARTNERS LTD. | 11/08/2024 | 577,189 | $8.72 M | 100.00% | 0.29% |
| TCW GROUP INC | 11/19/2024 | 568,008 | $8.58 M | 31.88% | 0.28% |
| CALLODINE CAPITAL MANAGEMENT, LP | 11/13/2024 | 553,314 | $8.36 M | 145.92% | 0.28% |
| CAPTRUST FINANCIAL ADVISORS | 11/14/2024 | 499,739 | $7.55 M | -1.68% | 0.25% |
| SHIKIAR ASSET MANAGEMENT INC | 10/10/2024 | 449,080 | $6.79 M | 8.74% | 0.22% |
| FRANKLIN RESOURCES INC | 11/27/2024 | 404,865 | $6.13 M | 32.23% | 0.20% |
| STIFEL FINANCIAL CORP | 11/14/2024 | 400,491 | $6.05 M | 30.12% | 0.20% |
| NEUBERGER BERMAN GROUP LLC | 11/14/2024 | 396,417 | $5.99 M | 11.88% | 0.20% |
| TRANQUILITY PARTNERS, LLC | 11/07/2024 | 350,688 | $5.30 M | 1.11% | 0.18% |
| CONFLUENCE INVESTMENT MANAGEMENT LLC | 10/31/2024 | 345,613 | $5.22 M | 2.82% | 0.17% |
| M HOLDINGS SECURITIES, INC. | 11/12/2024 | 337,175 | $5.10 M | 12.78% | 0.17% |
| ENVESTNET ASSET MANAGEMENT INC | 11/07/2024 | 335,587 | $5.07 M | 28.54% | 0.17% |
| ADVISORS CAPITAL MANAGEMENT, LLC | 11/14/2024 | 335,507 | $5.07 M | 0.24% | 0.17% |
| BROWN ADVISORY INC | 11/13/2024 | 320,008 | $4.84 M | 64.18% | 0.16% |
Golub Capital BDC, Inc.institutional Ownership - FAQ's
During the previous two years, 409 institutional investors and hedge funds held shares of Golub Capital BDC, Inc.. The most heavily invested institutionals were:
STRS OHIO: 14.53 M
CI Private Wealth, LLC: 5.39 M
VAN ECK ASSOCIATES CORP: 3.99 M
Lindbrook Capital, LLC: 3.46 M
OMERS ADMINISTRATION Corp: 3.22 M
Rockefeller Capital Management L.P.: 3.07 M
47.80% of Golub Capital BDC, Inc. stock is owned by institutional investors.
Institutional investors have bought a total of 109.31 M shares in the last 24 months. This purchase volume represents approximately $1.67 B in transactions.