Golub Capital BDC, Inc. Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| STRS OHIO | 10/30/2025 | 16.24 M | $222.30 M | 2.85% | 6.09% |
| CI PRIVATE WEALTH, LLC | 11/14/2025 | 6.09 M | $83.33 M | 297.83% | 2.28% |
| VAN ECK ASSOCIATES CORP | 11/13/2025 | 4.84 M | $66.31 M | 9.04% | 1.82% |
| ALLEN INVESTMENT MANAGEMENT LLC | 11/06/2025 | 4.17 M | $57.13 M | -1.54% | 1.56% |
| BANK OF AMERICA CORP /DE/ | 11/14/2025 | 3.83 M | $52.43 M | 5.74% | 1.44% |
| SOUND INCOME STRATEGIES, LLC | 10/10/2025 | 3.38 M | $45.58 M | 1.96% | 1.27% |
| SAGE MOUNTAIN ADVISORS LLC | 10/29/2025 | 3.03 M | $41.46 M | -0.16% | 1.13% |
| ROCKEFELLER CAPITAL MANAGEMENT L.P. | 11/14/2025 | 2.97 M | $40.67 M | 5.88% | 1.11% |
| GENERALI ASSET MANAGEMENT SPA SGR | 10/21/2025 | 2.63 M | $36.01 M | 4.70% | 0.99% |
| ARES MANAGEMENT LLC | 11/14/2025 | 2.57 M | $35.20 M | 0.00% | 0.96% |
| JPMORGAN CHASE & CO | 11/26/2025 | 2.55 M | $34.89 M | 5.20% | 0.96% |
| HIGHTOWER ADVISORS, LLC | 11/07/2025 | 2.53 M | $34.63 M | 279.41% | 0.95% |
| OMERS ADMINISTRATION CORP | 11/14/2025 | 2.42 M | $33.15 M | 2.85% | 0.91% |
| MORGAN STANLEY | 11/14/2025 | 2.33 M | $31.91 M | -11.48% | 0.87% |
| UBS GROUP AG | 11/13/2025 | 2.21 M | $30.30 M | -8.11% | 0.83% |
| BLACKROCK, INC. | 11/12/2025 | 1.98 M | $27.14 M | 21.02% | 0.74% |
| LEGAL & GENERAL GROUP PLC | 11/13/2025 | 1.75 M | $23.91 M | -7.67% | 0.65% |
| MUZINICH & CO., INC. | 10/20/2025 | 1.63 M | $22.25 M | 32.37% | 0.61% |
| SUMITOMO MITSUI TRUST HOLDINGS, INC. | 10/27/2025 | 1.48 M | $20.24 M | 36.82% | 0.55% |
| ARNHOLD LLC | 11/07/2025 | 1.46 M | $20.02 M | 1.04% | 0.55% |
| MAI CAPITAL MANAGEMENT | 11/10/2025 | 1.30 M | $17.75 M | -1.07% | 0.49% |
| FRANKLIN RESOURCES INC | 11/13/2025 | 1.19 M | $16.29 M | -2.10% | 0.45% |
| BOSTON PARTNERS | 11/13/2025 | 1.14 M | $15.59 M | 0.20% | 0.43% |
| LSV ASSET MANAGEMENT | 11/06/2025 | 1.04 M | $14.26 M | -14.85% | 0.39% |
| HIRTLE CALLAGHAN & CO LLC | 11/13/2025 | 929.97 K | $12.73 M | 0.40% | 0.35% |
| CERITY PARTNERS LLC | 10/22/2025 | 929.23 K | $12.72 M | -20.94% | 0.35% |
| BANK OF MONTREAL /CAN/ | 11/13/2025 | 929.13 K | $12.72 M | 27.95% | 0.35% |
| SIGMA INVESTMENT COUNSELORS INC | 10/29/2025 | 854.28 K | $11.70 M | 6.66% | 0.32% |
| CAPTRUST FINANCIAL ADVISORS | 11/19/2025 | 801.14 K | $10.97 M | -2.38% | 0.30% |
| BORDER TO COAST PENSIONS PARTNERSHIP LTD | 11/05/2025 | 800.00 K | $10.95 M | -5.88% | 0.30% |
| RAYMOND JAMES FINANCIAL INC | 11/14/2025 | 789.97 K | $10.81 M | 107.09% | 0.30% |
| MILLENNIUM MANAGEMENT LLC | 11/14/2025 | 708.43 K | $9.70 M | -46.21% | 0.27% |
| PATHSTONE HOLDINGS, LLC | 11/13/2025 | 649.28 K | $8.89 M | 93.79% | 0.24% |
| WELLS FARGO & COMPANY/MN | 11/13/2025 | 578.05 K | $7.91 M | 2.13% | 0.22% |
| BROWN ADVISORY INC | 11/14/2025 | 567.98 K | $7.78 M | 376.31% | 0.21% |
| LIDO ADVISORS, LLC | 11/14/2025 | 566.03 K | $7.75 M | 25.03% | 0.21% |
| STIFEL FINANCIAL CORP | 11/12/2025 | 533.80 K | $7.31 M | 14.83% | 0.20% |
| RIVERNORTH CAPITAL MANAGEMENT, LLC | 11/14/2025 | 525.12 K | $7.19 M | 100.00% | 0.20% |
| CALLODINE CAPITAL MANAGEMENT, LP | 11/13/2025 | 521.24 K | $7.14 M | 0.00% | 0.20% |
| GRANITE FO LLC | 10/22/2025 | 504.54 K | $6.91 M | 0.00% | 0.19% |
| DENALI ADVISORS LLC | 11/07/2025 | 433.26 K | $5.93 M | -20.09% | 0.16% |
| HENNION & WALSH ASSET MANAGEMENT, INC. | 10/22/2025 | 432.51 K | $5.92 M | 7.47% | 0.16% |
| LPL FINANCIAL LLC | 11/12/2025 | 428.95 K | $5.87 M | 1.54% | 0.16% |
| SHIKIAR ASSET MANAGEMENT INC | 10/14/2025 | 405.72 K | $5.55 M | -8.54% | 0.15% |
| QUBE RESEARCH & TECHNOLOGIES LTD | 11/14/2025 | 398.43 K | $5.45 M | -14.74% | 0.15% |
| NEUBERGER BERMAN GROUP LLC | 11/12/2025 | 389.87 K | $5.34 M | -16.81% | 0.15% |
| PRAIRIEWOOD CAPITAL, LLC | 10/14/2025 | 381.55 K | $5.22 M | 11.86% | 0.14% |
| CASTLEKEEP INVESTMENT ADVISORS LLC | 11/05/2025 | 377.39 K | $5.17 M | 10.88% | 0.14% |
| SRS CAPITAL ADVISORS, INC. | 11/14/2025 | 369.56 K | $5.06 M | 13.64% | 0.14% |
| CONFLUENCE INVESTMENT MANAGEMENT LLC | 10/14/2025 | 367.75 K | $5.03 M | -18.49% | 0.14% |
Golub Capital BDC, Inc. institutional Ownership - FAQ's
During the previous two years, 469 institutional investors and hedge funds held shares of Golub Capital BDC, Inc.. The most heavily invested institutionals were:
STRS OHIO: 16.24 M
CI Private Wealth, LLC: 6.09 M
VAN ECK ASSOCIATES CORP: 4.84 M
Allen Investment Management LLC: 4.17 M
BANK OF AMERICA CORP /DE/: 3.83 M
Sound Income Strategies, LLC: 3.38 M
40.06% of Golub Capital BDC, Inc. stock is owned by institutional investors.
Institutional investors have bought a total of 130.24 M shares in the last 24 months. This purchase volume represents approximately $1.86 B in transactions.