Golub Capital BDC Ownership | Who Owns Golub Capital BDC?
Golub Capital BDC Ownership Summary
Golub Capital BDC is owned by 21.19% institutional investors, 6.47% insiders, and 72.34% retail investors. Strs ohio is the largest institutional shareholder, holding 8.25% of GBDC shares. Cliffwater Corporate Lending I is the top mutual fund, with 4.32% of its assets in Golub Capital BDC shares.
GBDC Ownership Benchmark
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | Golub Capital BDC | 21.19% | 6.47% | 72.34% |
| Sector | Financial Services Stocks | 40.29% | 14.61% | 45.11% |
| Industry | Asset Management Stocks | 33.12% | 8.74% | 58.14% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Strs ohio | 14.08M | 8.25% | $221.16M |
| Ci private wealth | 4.86M | 1.83% | $73.34M |
| Van eck associates | 4.52M | 1.71% | $68.56M |
| Bank of america corp /de/ | 2.53M | 1.48% | $39.76M |
| Morgan stanley | 2.41M | 1.41% | $37.88M |
| Allen investment management | 3.69M | 1.39% | $56.01M |
| Sound income strategies | 3.06M | 1.15% | $46.32M |
| Lindbrook capital | 3.04M | 1.15% | $46.09M |
| Rockefeller capital management | 2.85M | 1.08% | $43.26M |
| Ares management | 2.84M | 1.07% | $43.12M |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Muzinich | 728.37K | 6.92% | $11.04M |
| M securities | 5.12K | 4.67% | $337.50K |
| Granite fo | 534.03K | 4.62% | $8.10M |
| Lindbrook capital | 3.04M | 4.16% | $46.09M |
| Next capital management | 583.88K | 3.58% | $8.85M |
| Sound income strategies | 3.06M | 2.87% | $46.32M |
| Sage mountain advisors | 2.51M | 2.78% | $38.04M |
| Oneascent wealth management | 421.86K | 2.64% | $6.39M |
| Arnhold | 1.41M | 2.11% | $21.41M |
| Prairiewood capital | 310.70K | 2.01% | $4.71M |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Strs ohio | 14.08M | 0.87% | 7.92M |
| Bank of america corp /de/ | 2.53M | 0.00% | 1.41M |
| Mai capital management | 1.35M | 0.15% | 1.35M |
| Millennium management | 1.91M | 0.01% | 1.20M |
| Allen investment management | 3.69M | 0.65% | 1.01M |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Omers administration | 2.24M | 0.30% | -982.75K |
| Two sigma investments, lp | 725.19K | 0.02% | -743.12K |
| Cibc world market | 433.94K | 0.01% | -608.41K |
| Ci private wealth | 4.86M | 0.12% | -534.49K |
| Lindbrook capital | 3.04M | 4.16% | -421.80K |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Mai capital management | 1.35M | 0.15% | 1.35M | $20.44M |
| Oneascent wealth management | 421.86K | 2.64% | 421.86K | $6.39M |
| Oneascent financial services | 400.73K | 0.52% | 400.73K | $6.08M |
| Hilton capital management | 368.37K | 0.48% | 368.37K | $5.58M |
| Blueprint investment partners | 347.05K | 0.83% | 347.05K | $5.26M |
Sold Out
| Holder | Change |
|---|---|
| Fmr | -1.00 |
| Financial gravity asset management | -4.00 |
| Avion wealth | -13.00 |
| Deutsche bank ag\ | -27.00 |
| Peak6 investments | -200.00 |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| Dec 31, 2024 | 212 | -25.61% | 56,131,852 | -41.30% | 21 | 0.93% | 117 | -29.52% | 57 | -17.39% |
| Sep 30, 2024 | 283 | -3.74% | 95,582,880 | -0.97% | 47 | 2.05% | 166 | -14.87% | 67 | 28.85% |
| Jun 30, 2024 | 291 | 13.67% | 96,131,332 | 46.81% | 56 | 3.78% | 194 | 31.08% | 52 | -10.34% |
| Mar 31, 2024 | 256 | -1.54% | 65,481,291 | -4.48% | 38 | 2.36% | 148 | 8.03% | 58 | -23.68% |
| Dec 31, 2023 | 260 | 4.42% | 68,553,605 | -0.16% | 40 | 2.48% | 137 | 8.73% | 76 | 13.43% |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| Cliffwater Corporate Lending I | 11.46M | 4.32% | 1.27M |
| VanEck BDC Income ETF | 4.01M | 1.51% | - |
| iShares Listed Private Eq ETF USD Dist | 1.16M | 0.44% | - |
| Putnam BDC Income ETF | 976.77K | 0.37% | 143.53K |
| Undrly L&G Diversified Life | 499.46K | 0.19% | -99.00 |
| Undrly L&G Pen PMC Diversified | 499.56K | 0.19% | 4.71K |
| Barwon Global Listed Private Equity Fund | 495.42K | 0.19% | - |
| FID DC L&G Diversified Fund | 448.42K | 0.17% | -22.96K |
| Barwon Global Listed Private Equity AF | 441.69K | 0.17% | 497.00 |
| Undrly Fid DC L&G Fut Wld Mlt Asst MAGJ | 411.24K | 0.15% | -10.42K |
Recent Insider Transactions
| Date | Name | Role | Activity | Value |
|---|---|---|---|---|
| Aug 09, 2024 | Rival Anita J. | - | Buy | $50.30K |
| Sep 06, 2024 | Golub Lawrence E | Chairman | Buy | $295.60K |
| Sep 05, 2024 | Golub Lawrence E | Chairman | Buy | $298.20K |
| Sep 05, 2024 | Golub David | Chief Executive Officer | Buy | $298.20K |
| Sep 06, 2024 | Golub David | Chief Executive Officer | Buy | $295.60K |
Insider Transactions Trends
| Date | Buy | Sell |
|---|---|---|
| 2024 Q3 | 33 | - |
| 2024 Q2 | 5 | - |
| 2023 Q2 | 1 | - |
| 2022 Q3 | 1 | - |
| 2022 Q1 | - | 2 |
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