GBDC · Company research
Golub Capital BDC, Inc. (GBDC): Ownership & Institutional Holders
Reported institutional positions. Filing dates and sources matter.
RESEARCH CONTEXT
Understand the numbers
Reported institutional positions. Filing dates and sources matter. Use period, currency, units and source fields when interpreting values.
40records availableFinancial Services
Ownership & Institutional Holders data
Database-backed records only
| holder name | cik | period end | shares held | market value | ownership percent | shares change | shares change percent | filing date | data source |
|---|---|---|---|---|---|---|---|---|---|
| Generali Investments CEE, investicni spolecnost, a.s. | 2047540 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 61624 | 793717 | — | — | — | Jul 13, 2026 | SEC_13F_DATASET |
| SouthState Bank Corp | 764038 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 340 | 4379 | — | — | — | Aug 6, 2026 | SEC_13F_DATASET |
| MACKENZIE FINANCIAL CORP | 919859 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 44394 | 571795 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| General Partner, Inc. | 1800508 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 67500 | 869400 | — | — | — | Jul 6, 2026 | SEC_13F_DATASET |
| BROWN BROTHERS HARRIMAN & CO | 14661 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 942550 | 12140044 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| AMERIPRISE FINANCIAL INC | 820027 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 50190 | 646447 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Nuveen, LLC | 1871926 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 931687 | 12074664 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| SHIKIAR ASSET MANAGEMENT INC | 1058022 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 223750 | 2882 | — | — | — | Jul 21, 2026 | SEC_13F_DATASET |
| Bank of New York Mellon Corp | 1390777 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 138776 | 1787435 | — | — | — | Aug 6, 2026 | SEC_13F_DATASET |
| KELLEHER FINANCIAL ADVISORS | 1507971 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 28201 | 363235 | — | — | — | Aug 6, 2026 | SEC_13F_DATASET |
| STRS OHIO | 820478 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 17576643 | 226387164 | — | — | — | Jul 30, 2026 | SEC_13F_DATASET |
| NEUBERGER BERMAN GROUP LLC | 1465109 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 300689 | 3872874 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| WEDBUSH SECURITIES INC | 1142495 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 39381 | 507 | — | — | — | Jul 28, 2026 | SEC_13F_DATASET |
| Russell Investments Group, Ltd. | 1692234 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1541639 | 19856310 | — | — | — | Aug 6, 2026 | SEC_13F_DATASET |
| PIN OAK INVESTMENT ADVISORS INC | 1094584 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 460 | 6 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| Sumitomo Mitsui Trust Group, Inc. | 1475365 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1552650 | 19998132 | — | — | — | Jul 30, 2026 | SEC_13F_DATASET |
| Adams Asset Advisors, LLC | 1386929 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 177299 | 2283611 | — | — | — | Jul 14, 2026 | SEC_13F_DATASET |
| NEVILLE RODIE & SHAW INC | 71210 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 32892 | 424 | — | — | — | Jul 6, 2026 | SEC_13F_DATASET |
| Border to Coast Pensions Partnership Ltd | 1876496 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 300000 | 3861 | — | — | — | Jul 27, 2026 | SEC_13F_DATASET |
| MassMutual Private Wealth & Trust, FSB | 1103653 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1900 | 24472 | — | — | — | Jul 2, 2026 | SEC_13F_DATASET |
| RIVERBRIDGE PARTNERS LLC | 1112325 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 107382 | 1383081 | — | — | — | Jul 13, 2026 | SEC_13F_DATASET |
| CONFLUENCE INVESTMENT MANAGEMENT LLC | 1442056 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 250338 | 3224353 | — | — | — | Jul 1, 2026 | SEC_13F_DATASET |
| SouthState Bank Corporation | 764038 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 340 | 4379000 | — | — | — | Aug 6, 2026 | SEC_13F_HR |
| CAZ INVESTMENTS LP | 1159363 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 20000 | 257600 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| TRUST CO OF VERMONT | 1134008 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 5975 | 76958 | — | — | — | Aug 7, 2026 | SEC_13F_DATASET |
| LSV ASSET MANAGEMENT | 1050470 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 409860 | 5279 | — | — | — | Aug 6, 2026 | SEC_13F_DATASET |
| BNP PARIBAS FINANCIAL MARKETS | 1166588 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 307379 | 3959042 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| DELPHI MANAGEMENT INC /MA/ | 767684 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 15637 | 201 | — | — | — | Jul 31, 2026 | SEC_13F_DATASET |
| ARES MANAGEMENT LLC | 1259313 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 3357115 | 43239641 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| SouthState Bank Corporation | 764038 | Tue Mar 31 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 340 | 4304000 | — | — | — | May 5, 2026 | SEC_13F_HR |
| NewEdge Advisors, LLC | 1633516 | Tue Mar 31 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 3298 | 41749 | — | — | — | Jun 3, 2026 | SEC_13F_DATASET |
| AMERIPRISE FINANCIAL INC | 820027 | Tue Mar 31 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 53824 | 683408 | — | — | — | Jul 17, 2026 | SEC_13F_DATASET |
| SouthState Bank Corporation | 764038 | Wed Dec 31 2025 00:00:00 GMT+0000 (Coordinated Universal Time) | 340 | 4614000 | — | — | — | Feb 11, 2026 | SEC_13F_HR |
| Jump Financial, LLC | 1831577 | Tue Sep 30 2025 00:00:00 GMT+0000 (Coordinated Universal Time) | 57000 | 780330 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| SouthState Bank Corporation | 764038 | Tue Sep 30 2025 00:00:00 GMT+0000 (Coordinated Universal Time) | 340 | 4655000 | — | — | — | Nov 5, 2025 | SEC_13F_HR |
| Jump Financial, LLC | 1831577 | Mon Jun 30 2025 00:00:00 GMT+0000 (Coordinated Universal Time) | 147119 | 2155293 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| Advisors Asset Management, Inc. | 1297376 | Fri Sep 30 2022 00:00:00 GMT+0000 (Coordinated Universal Time) | 40139 | 497 | — | — | — | Aug 26, 2026 | SEC_13F_DATASET |
| Advisors Asset Management, Inc. | 1297376 | Fri Dec 31 2021 00:00:00 GMT+0000 (Coordinated Universal Time) | 58259 | 899519 | — | — | — | Aug 27, 2026 | SEC_13F_DATASET |
| Advisors Asset Management, Inc. | 1297376 | Sun Jun 30 2019 00:00:00 GMT+0000 (Coordinated Universal Time) | 55905 | 995109 | — | — | — | Aug 18, 2026 | SEC_13F_DATASET |
| Advisors Asset Management, Inc. | 1297376 | Sun Mar 31 2019 00:00:00 GMT+0000 (Coordinated Universal Time) | 84359 | 1508339 | — | — | — | Aug 18, 2026 | SEC_13F_DATASET |
Informational research only, not financial advice. Forecasts are uncertain and can be wrong.