Goldman Sachs BDC Ownership | Who Owns Goldman Sachs BDC?
Goldman Sachs BDC Ownership Summary
Goldman Sachs BDC is owned by 31.46% institutional investors, 0.12% insiders, and 68.42% retail investors. Goldman sachs group is the largest institutional shareholder, holding 5.94% of GSBD shares. VanEck BDC Income ETF is the top mutual fund, with 2.19% of its assets in Goldman Sachs BDC shares.
GSBD Ownership Benchmark
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | Goldman Sachs BDC | 31.46% | 0.12% | 68.42% |
| Sector | Financial Services Stocks | 43.07% | 12.53% | 44.40% |
| Industry | Asset Management Stocks | 39.76% | 8.77% | 51.47% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Goldman sachs group | 6.54M | 5.94% | $98.28M |
| Morgan stanley | 4.25M | 3.86% | $63.82M |
| Van eck associates | 2.45M | 2.23% | $36.84M |
| Marshall wace, llp | 1.23M | 1.12% | $18.53M |
| Raymond james financial services advisors | 1.01M | 0.92% | $15.21M |
| Legal & general group | 882.22K | 0.80% | $13.26M |
| Bank of america corp /de/ | 877.27K | 0.80% | $13.19M |
| Invesco | 742.63K | 0.67% | $11.16M |
| Advisors capital management | 718.08K | 0.65% | $10.79M |
| Raymond james & associates | 645.13K | 0.59% | $9.70M |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Greenwich investment management | 364.81K | 5.02% | $5.48M |
| Muzinich | 427.82K | 4.91% | $6.43M |
| Icapital wealth | 486.72K | 3.99% | $7.32M |
| Arcus capital partners | 401.37K | 2.33% | $6.05M |
| Shikiar asset management | 554.29K | 2.23% | $8.33M |
| Kraematon investment advisors | 94.35K | 1.44% | $1.42M |
| Cascade investment group | 106.48K | 1.25% | $1.60M |
| Quadrant private wealth management | 206.41K | 0.73% | $3.20M |
| Autumn glory partners | 93.44K | 0.72% | $1.40M |
| Financial alternatives | 59.41K | 0.67% | $892.92K |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Marshall wace, llp | 1.23M | 0.02% | 1.23M |
| Van eck associates | 2.45M | 0.05% | 413.75K |
| Meridian wealth management | 254.59K | 0.46% | 254.59K |
| Norges bank | 153.50K | 0.00% | 153.50K |
| Morgan stanley | 4.25M | 0.00% | 149.67K |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Callodine capital management, lp | - | - | -700.00K |
| Hrt financial lp | - | - | -136.83K |
| Fort washington investment advisors inc /oh/ | - | - | -135.06K |
| Raymond james financial services advisors | 1.01M | 0.02% | -126.66K |
| Rockefeller capital management | 324.85K | 0.01% | -97.65K |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Marshall wace, llp | 1.23M | 0.02% | 1.23M | $18.53M |
| Norges bank | 153.50K | 0.00% | 153.50K | $2.31M |
| Truemark investments | 95.68K | 0.49% | 95.68K | $1.44M |
| Keel point | 44.17K | 0.05% | 44.17K | $601.66K |
| Summit trail advisors | 40.92K | 0.02% | 40.92K | $633.50K |
Sold Out
| Holder | Change |
|---|---|
| Northwestern mutual wealth management | -83.00 |
| Tyler-stone wealth management | -301.00 |
| Assetmark | -315.00 |
| Ashton thomas private wealth | -501.00 |
| Kayne anderson rudnick investment management | -549.00 |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| Jun 30, 2024 | 211 | -0.47% | 34,627,192 | 4.98% | 31 | 3.47% | 93 | -8.82% | 59 | 20.41% |
| Mar 31, 2024 | 212 | - | 32,983,539 | 4.05% | 30 | 3.59% | 102 | 8.51% | 49 | -25.76% |
| Dec 31, 2023 | 212 | 0.47% | 31,698,319 | 1.85% | 28 | 3.58% | 94 | - | 66 | 13.79% |
| Sep 30, 2023 | 211 | 2.43% | 31,123,574 | -1.18% | 28 | 3.14% | 94 | 17.50% | 58 | -3.33% |
| Jun 30, 2023 | 206 | -5.07% | 31,496,265 | 0.20% | 30 | 3.33% | 80 | -16.67% | 60 | -7.69% |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| VanEck BDC Income ETF | 2.56M | 2.19% | - |
| Invesco KBW High Dividend Yld Fincl ETF | 953.20K | 0.82% | - |
| Columbus Macro Alternative High-Yield | 429.38K | 0.37% | 38.80K |
| iShares Listed Private Eq ETF USD Dist | 412.33K | 0.35% | - |
| BB Ações Globais Instit Bdr Nível I FIA | 210.00K | 0.18% | - |
| Undrly L&G Pen PMC Diversified | 208.23K | 0.18% | -1.25K |
| Nikko Active BDC Mother | 197.41K | 0.17% | 9.40K |
| GraniteShares HIPS US High Income ETF | 159.66K | 0.14% | - |
| Fort Washington Strategic Income | 135.06K | 0.12% | - |
| First Trust Specialty Finance | 135.00K | 0.12% | - |
Recent Insider Transactions
| Date | Name | Role | Activity | Value |
|---|---|---|---|---|
| May 08, 2023 | Miller David | See Remarks. | Buy | $263.12K |
| Mar 10, 2021 | Lane Ann B | - | Buy | $191.52K |
| Mar 11, 2021 | MCGEE SUSAN B | - | Buy | $154.15K |
| Mar 10, 2021 | MCGEE SUSAN B | - | Buy | $264.63K |
| Mar 02, 2021 | Lamm, Jonathan | CFO & Treasurer | Sell | $47.53K |
Insider Transactions Trends
| Date | Buy | Sell |
|---|---|---|
| 2023 Q2 | 1 | - |
| 2022 Q3 | - | - |
| 2022 Q2 | - | - |
| 2022 Q1 | - | - |
| 2021 Q4 | - | - |
GSBD Ownership FAQ
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