Golub Capital BDC Ownership | Who Owns Golub Capital BDC?
Golub Capital BDC Ownership Summary
Golub Capital BDC is owned by 47.80% institutional investors, 1.76% insiders, and 50.45% 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 3.86% of its assets in Golub Capital BDC shares.
GBDC Ownership Benchmark
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | Golub Capital BDC | 47.80% | 1.76% | 50.45% |
| Sector | Financial Services Stocks | 86.48% | 14.02% | -0.50% |
| Industry | Asset Management Stocks | 41.88% | 9.11% | 49.01% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Strs ohio | 14.08M | 8.25% | $221.16M |
| Ci private wealth | 6.85M | 4.02% | $107.64M |
| Rockefeller capital management | 4.03M | 2.36% | $63.34M |
| Lindbrook capital | 3.55M | 2.08% | $55.80M |
| Van eck associates | 4.52M | 1.71% | $68.56M |
| Omers administration | 2.65M | 1.55% | $41.67M |
| Bank of america corp /de/ | 2.53M | 1.48% | $39.76M |
| Morgan stanley | 2.41M | 1.41% | $37.88M |
| Jpmorgan chase | 2.36M | 1.38% | $37.03M |
| Ares management | 2.28M | 1.34% | $35.86M |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Muzinich | 651.38K | 7.82% | $10.23M |
| Lindbrook capital | 3.55M | 5.24% | $55.80M |
| Granite fo | 517.65K | 5.20% | $8.13M |
| Next capital management | 771.91K | 5.07% | $12.13M |
| Sound income strategies | 3.06M | 2.87% | $46.32M |
| Sage mountain advisors | 1.67M | 2.43% | $26.23M |
| Arnhold | 1.32M | 2.19% | $20.72M |
| Prairiewood capital | 310.70K | 2.01% | $4.71M |
| Tranquility partners | 342.35K | 1.99% | $5.28M |
| Shikiar asset management | 455.73K | 1.83% | $6.91M |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Strs ohio | 14.08M | 0.87% | 7.92M |
| Ci private wealth | 6.85M | 0.19% | 6.71M |
| Rockefeller capital management | 4.03M | 0.18% | 3.60M |
| Two sigma investments, lp | 1.64M | 0.06% | 1.52M |
| Bank of america corp /de/ | 2.53M | 0.00% | 1.41M |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Cibc world market | 433.94K | 0.01% | -608.41K |
| Omers administration | 2.65M | 0.40% | -601.10K |
| Sage mountain advisors | 1.67M | 2.43% | -359.49K |
| First trust advisors lp | 186.22K | 0.00% | -318.96K |
| Southern farm bureau life insurance | - | - | -307.99K |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| 1832 asset management | 600.00K | 0.01% | 600.00K | $9.43M |
| Ubs asset management americas | 324.61K | 0.00% | 324.61K | $5.10M |
| Fj capital management | 120.79K | 0.20% | 120.79K | $1.90M |
| Nebula research & development | 105.24K | 0.27% | 105.24K | $1.65M |
| Truemark investments | 88.41K | 0.47% | 88.41K | $1.39M |
Sold Out
| Holder | Change |
|---|---|
| Financial gravity asset management | -4.00 |
| Avion wealth | -13.00 |
| Principal securities | -92.00 |
| Group one trading | -177.00 |
| Peak6 investments | -200.00 |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| 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% |
| Sep 30, 2023 | 249 | 2.47% | 68,661,948 | -1.31% | 40 | 2.44% | 126 | 3.28% | 67 | 9.84% |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| Cliffwater Corporate Lending I | 10.19M | 3.86% | 1.80M |
| VanEck BDC Income ETF | 4.30M | 1.63% | - |
| iShares Listed Private Eq ETF USD Dist | 774.24K | 0.29% | - |
| Putnam BDC Income ETF | 687.00K | 0.26% | 189.78K |
| Undrly L&G Pen PMC Diversified | 499.56K | 0.19% | 4.71K |
| Undrly Fid DC L&G Fut Wld Mlt Asst MAGJ | 421.65K | 0.16% | 421.65K |
| Nikko Active BDC Mother | 301.58K | 0.11% | 6.34K |
| Baillie Gifford Diversified Gr B2 Acc | 276.62K | 0.10% | 103.73K |
| Advisors Capital Model Inc w/ Gro | 271.84K | 0.10% | 28.15K |
| First Trust Specialty Finance | 260.00K | 0.10% | - |
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 |
GBDC Ownership FAQ
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