Goldman Sachs BDC, Inc. Major Shareholders & Ownership History
Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
---|---|---|---|---|---|
GOLDMAN SACHS GROUP INC | 06/27/2025 | 6.51 M | $75.73 M | 0.00% | 5.55% |
MORGAN STANLEY | 05/15/2025 | 3.17 M | $36.87 M | 5.82% | 2.70% |
VAN ECK ASSOCIATES CORP | 05/15/2025 | 2.60 M | $30.24 M | -4.85% | 2.22% |
05/15/2025 | 2.16 M | $25.15 M | 103.18% | 1.84% | |
UBS GROUP AG | 05/13/2025 | 1.04 M | $12.13 M | 94.85% | 0.89% |
INVESCO LTD. | 05/12/2025 | 877.94 K | $10.21 M | -19.86% | 0.75% |
BANK OF AMERICA CORP /DE/ | 05/15/2025 | 825.59 K | $9.60 M | 15.13% | 0.70% |
QUBE RESEARCH & TECHNOLOGIES LTD | 05/15/2025 | 813.82 K | $9.46 M | -10.12% | 0.69% |
LEGAL & GENERAL GROUP PLC | 05/15/2025 | 780.79 K | $9.08 M | 0.91% | 0.67% |
RAYMOND JAMES FINANCIAL INC | 05/13/2025 | 683.27 K | $7.95 M | 1.89% | 0.58% |
BLACKROCK, INC. | 05/02/2025 | 510.69 K | $5.94 M | 0.75% | 0.44% |
WELLS FARGO & COMPANY/MN | 05/13/2025 | 509.79 K | $5.93 M | 55.60% | 0.43% |
ARES MANAGEMENT LLC | 05/15/2025 | 461.98 K | $5.37 M | 100.00% | 0.39% |
MUZINICH & CO., INC. | 05/05/2025 | 434.15 K | $5.05 M | 9.83% | 0.37% |
ADVISORS CAPITAL MANAGEMENT, LLC | 05/27/2025 | 424.73 K | $4.94 M | -45.20% | 0.36% |
SUMITOMO MITSUI TRUST HOLDINGS, INC. | 04/25/2025 | 418.07 K | $4.86 M | 7.78% | 0.36% |
JPMORGAN CHASE & CO | 05/12/2025 | 391.27 K | $4.55 M | 33.32% | 0.33% |
ROYAL BANK OF CANADA | 05/15/2025 | 368.24 K | $4.28 M | -11.32% | 0.31% |
MERIDIAN WEALTH MANAGEMENT, LLC | 05/12/2025 | 313.29 K | $3.64 M | 12.51% | 0.27% |
TREXQUANT INVESTMENT LP | 05/14/2025 | 305.73 K | $3.56 M | -12.63% | 0.26% |
HIGHTOWER ADVISORS, LLC | 05/13/2025 | 287.98 K | $3.35 M | 53.43% | 0.25% |
SHIKIAR ASSET MANAGEMENT INC | 04/17/2025 | 283.79 K | $3.30 M | -36.95% | 0.24% |
05/14/2025 | 280.00 K | $3.00 M | 473.83% | 0.24% | |
COMMONWEALTH EQUITY SERVICES, LLC | 05/09/2025 | 272.53 K | $3.17 M | 53.94% | 0.23% |
ADAMS ASSET ADVISORS, LLC | 04/21/2025 | 268.59 K | $3.12 M | 2.39% | 0.23% |
HENNION & WALSH ASSET MANAGEMENT, INC. | 04/10/2025 | 266.67 K | $3.10 M | -5.94% | 0.23% |
SAGE RHINO CAPITAL LLC | 05/01/2025 | 263.79 K | $3.07 M | 4.54% | 0.22% |
ICON ADVISERS INC/CO | 05/15/2025 | 255.56 K | $2.97 M | -12.45% | 0.22% |
STRATOS WEALTH PARTNERS, LTD. | 04/30/2025 | 248.79 K | $2.89 M | -5.74% | 0.21% |
CREATIVE PLANNING | 05/15/2025 | 244.73 K | $2.85 M | -29.80% | 0.21% |
FIRST NATIONAL TRUST CO | 05/08/2025 | 221.48 K | $2.58 M | 0.00% | 0.19% |
GRANITESHARES ADVISORS LLC | 04/16/2025 | 219.55 K | $2.55 M | 6.45% | 0.19% |
BALYASNY ASSET MANAGEMENT L.P. | 05/15/2025 | 215.26 K | $2.50 M | 603.47% | 0.18% |
QUADRANT PRIVATE WEALTH MANAGEMENT, LLC | 05/06/2025 | 206.28 K | $2.50 M | 13.17% | 0.18% |
ROUND ROCK ADVISORS, LLC | 04/30/2025 | 205.88 K | $2.39 M | 174.72% | 0.18% |
BI ASSET MANAGEMENT FONDSMAEGLERSELSKAB A/S | 05/14/2025 | 199.17 K | $2.32 M | 3,226.22% | 0.17% |
SUSQUEHANNA INTERNATIONAL GROUP, LLP | 05/14/2025 | 195.40 K | $2.27 M | 684.74% | 0.17% |
ADVISOR GROUP HOLDINGS, INC. | 05/12/2025 | 188.67 K | $2.19 M | 5.49% | 0.16% |
GREAT LAKES ADVISORS, LLC | 05/16/2025 | 177.92 K | $2.07 M | -14.29% | 0.15% |
CONFLUENCE INVESTMENT MANAGEMENT LLC | 04/01/2025 | 175.78 K | $2.04 M | -8.52% | 0.15% |
DENALI ADVISORS LLC | 05/05/2025 | 170.45 K | $1.98 M | 11.94% | 0.15% |
LPL FINANCIAL LLC | 05/07/2025 | 169.40 K | $1.97 M | 17.36% | 0.14% |
LIDO ADVISORS, LLC | 05/15/2025 | 160.52 K | $1.94 M | 3.95% | 0.14% |
CAPITAL MARKET STRATEGIES LLC | 04/04/2025 | 148.90 K | $1.73 M | 7.91% | 0.13% |
NAVITER WEALTH, LLC | 04/25/2025 | 147.45 K | $1.79 M | 8.80% | 0.13% |
SUSQUEHANNA INTERNATIONAL GROUP, LLP | 05/14/2025 | 141.62 K | $1.65 M | 368.15% | 0.12% |
LOOMIS SAYLES & CO L P | 05/14/2025 | 140.00 K | $1.63 M | 100.00% | 0.12% |
TRANSCEND CAPITAL ADVISORS, LLC | 04/24/2025 | 136.54 K | $1.59 M | 100.00% | 0.12% |
MERIT FINANCIAL GROUP, LLC | 04/09/2025 | 135.44 K | $1.58 M | 0.00% | 0.12% |
UNITED ADVISOR GROUP, LLC | 04/21/2025 | 132.98 K | $1.55 M | 2.30% | 0.11% |
Goldman Sachs BDC, Inc. institutional Ownership - FAQ's
During the previous two years, 288 institutional investors and hedge funds held shares of Goldman Sachs BDC, Inc.. The most heavily invested institutionals were:
GOLDMAN SACHS GROUP INC: 6.51 M
MORGAN STANLEY: 3.17 M
VAN ECK ASSOCIATES CORP: 2.6 M
UBS Group AG: 1.04 M
Invesco Ltd.: 877,940
BANK OF AMERICA CORP /DE/: 825,590
29.89% of Goldman Sachs BDC, Inc. stock is owned by institutional investors.
Institutional investors have bought a total of 36.54 M shares in the last 24 months. This purchase volume represents approximately $422.04 M in transactions.