GSBD · Company research
Goldman Sachs BDC, Inc. (GSBD): 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.
80records 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 |
|---|---|---|---|---|---|---|---|---|---|
| Caption Management, LLC | 1706766 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 31065 | 294496 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Adams Asset Advisors, LLC | 1386929 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 227546 | 2157136 | — | — | — | Jul 14, 2026 | SEC_13F_DATASET |
| Aventura Private Wealth, LLC | 2074418 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1000 | 9480 | — | — | — | Jul 15, 2026 | SEC_13F_DATASET |
| Lalia Capital, LLC | 2106818 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1193406 | 11313489 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| Closed-End Fund Advisors, Inc. | 2103520 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 41742 | 395714 | — | — | — | Jul 27, 2026 | SEC_13F_DATASET |
| SAXON INTERESTS, INC. | 1905867 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 142135 | 1347443 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| Hennion & Walsh Asset Management, Inc. | 1861642 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 290170 | 2750812 | — | — | — | Jul 8, 2026 | SEC_13F_DATASET |
| Cohen Capital Management, Inc. | 1508120 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 38694 | 366820 | — | — | — | Jul 8, 2026 | SEC_13F_DATASET |
| Argentarii, LLC | 2030055 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 63000 | 611100 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| Naviter Wealth, LLC | 1855567 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 253413 | 2483197 | — | — | — | Aug 7, 2026 | SEC_13F_DATASET |
| Westmount Partners, LLC | 2051491 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 14790 | 140209 | — | — | — | Jul 7, 2026 | SEC_13F_DATASET |
| CITIGROUP INC | 831001 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 304 | 2882 | — | — | — | Aug 3, 2026 | SEC_13F_DATASET |
| COLUMBIA ADVISORY PARTNERS LLC | 1808179 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 19740 | 187135 | — | — | — | Jul 23, 2026 | SEC_13F_DATASET |
| PRIVATE MANAGEMENT GROUP INC | 1142031 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 5178638 | 49093488 | — | — | — | Jul 31, 2026 | SEC_13F_DATASET |
| Quantbot Technologies LP | 1512991 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 2813 | 26667 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| HUNTINGTON NATIONAL BANK | 49205 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1 | 9 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| DRW Securities, LLC | 1481986 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 41631 | 394661 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Thrivent Financial for Lutherans | 314984 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 147564 | 1399 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Continuum Advisory, LLC | 1846532 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1000 | 9480 | — | — | — | Aug 6, 2026 | SEC_13F_DATASET |
| Crewe Advisors LLC | 1730033 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 9943 | 94260 | — | — | — | Jul 24, 2026 | SEC_13F_DATASET |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 1818604 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 26220 | 251058 | — | — | — | Jul 22, 2026 | SEC_13F_DATASET |
| Tower Research Capital LLC (TRC) | 1533421 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1989 | 18856 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 1141802 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 350 | 3318 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| All Terrain Financial Advisors, LLC | 1731358 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 63494 | 601923 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| GUGGENHEIM CAPITAL LLC | 1283072 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 65334 | 619366 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| HighTower Advisors, LLC | 1462245 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 82320 | 780392 | — | — | — | Aug 5, 2026 | SEC_13F_DATASET |
| FreeGulliver LLC | 2032561 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 72662 | 688836 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| Quadrant Private Wealth Management, LLC | 1727454 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 160233 | 1570281 | — | — | — | Jul 30, 2026 | SEC_13F_DATASET |
| Generali Asset Management SPA SGR | 2046751 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 3294022 | 31227329 | — | — | — | Jul 30, 2026 | SEC_13F_DATASET |
| MORGAN STANLEY | 895421 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1800 | 17064 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| Sumitomo Mitsui Trust Group, Inc. | 1475365 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 701783 | 6652903 | — | — | — | Jul 30, 2026 | SEC_13F_DATASET |
| DENALI ADVISORS LLC | 1142941 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 105680 | 1001847 | — | — | — | Aug 10, 2026 | SEC_13F_DATASET |
| Federation des caisses Desjardins du Quebec | 2022297 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1025 | 9717 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Russell Investments Group, Ltd. | 1692234 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 235584 | 2233336 | — | — | — | Aug 6, 2026 | SEC_13F_DATASET |
| Visionary Wealth Advisors | 1802984 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 10218 | 96867 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| Cetera Investment Advisers | 1666741 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 696308 | 6600997 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| BI Asset Management Fondsmaeglerselskab A/S | 1778131 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 62734 | 595 | — | — | — | Aug 10, 2026 | SEC_13F_DATASET |
| MML INVESTORS SERVICES, LLC | 701059 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 13722 | 130086 | — | — | — | Aug 7, 2026 | SEC_13F_DATASET |
| Allworth Financial LP | 1555170 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 4260 | 40385 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| Arkadios Wealth Advisors | 1800798 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 35769 | 339090 | — | — | — | Aug 10, 2026 | SEC_13F_DATASET |
| ProShare Advisors LLC | 1357955 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 20491 | 194255 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| J.W. COLE ADVISORS, INC. | 1404763 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 120656 | 1143821 | — | — | — | Jul 21, 2026 | SEC_13F_DATASET |
| NORDEN GROUP LLC | 1990699 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 134698 | 1276938 | — | — | — | Jul 29, 2026 | SEC_13F_DATASET |
| BlackRock, Inc. | 2012383 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 432566 | 4100726 | — | — | — | Aug 7, 2026 | SEC_13F_DATASET |
| Investment Partners Asset Management, Inc. | 1384416 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 33724 | 319704 | — | — | — | Jul 24, 2026 | SEC_13F_DATASET |
| Clearstead Advisors, LLC | 842775 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 750 | 7110 | — | — | — | Aug 6, 2026 | SEC_13F_DATASET |
| Corient Private Wealth LP | 1948780 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 108143 | 1025370 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| STEPHENS INC /AR/ | 757657 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 10740 | 101815 | — | — | — | Jul 29, 2026 | SEC_13F_DATASET |
| Stratos Wealth Partners, LTD. | 1612865 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 93947 | 890620 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| Meridian Wealth Management, LLC | 1697300 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 79077 | 749652 | — | — | — | Aug 5, 2026 | SEC_13F_DATASET |
| Cornerstone Select Advisors, LLC | 2055366 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 17050 | 161634 | — | — | — | Aug 5, 2026 | SEC_13F_DATASET |
| WEALTH ALLIANCE, LLC | 1793904 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 36036 | 341621 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| Privium Fund Management (UK) Ltd | 1845773 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 216000 | 2097360 | — | — | — | Aug 7, 2026 | SEC_13F_DATASET |
| Jefferies Financial Group Inc. | 96223 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 39295 | 372517 | — | — | — | Aug 17, 2026 | SEC_13F_DATASET |
| Global Wealth Management Investment Advisory, Inc. | 1767855 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 112297 | 1064576 | — | — | — | Jul 29, 2026 | SEC_13F_DATASET |
| Rialto Wealth Management, LLC | 2054966 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1868 | 17705 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| Sound Income Strategies, LLC | 1730960 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 10263 | 97290 | — | — | — | Jul 20, 2026 | SEC_13F_DATASET |
| GOLDMAN SACHS GROUP INC | 886982 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 5831299 | 55280715 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Columbus Macro, LLC | 1727269 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 619851 | 5876187 | — | — | — | Jul 22, 2026 | SEC_13F_DATASET |
| MERCER GLOBAL ADVISORS INC /ADV | 853758 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 9792 | 92828 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| Physician Wealth Advisors, Inc. | 1795173 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 218 | 2067 | — | — | — | Jul 20, 2026 | SEC_13F_DATASET |
| Wealth Architects, LLC | 1611518 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 20615 | 195430 | — | — | — | Jul 23, 2026 | SEC_13F_DATASET |
| ROTHSCHILD INVESTMENT LLC | 85338 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 7000 | 66360 | — | — | — | Aug 6, 2026 | SEC_13F_DATASET |
| Osbon Capital Management LLC | 1784418 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 17273 | 163757 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| TRANSCEND CAPITAL ADVISORS, LLC | 1776082 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 356959 | 3383975 | — | — | — | Aug 4, 2026 | SEC_13F_DATASET |
| Cordoba Advisory Partners LLC | 2067133 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 79546 | 779551 | — | — | — | Jul 21, 2026 | SEC_13F_DATASET |
| OSAIC HOLDINGS, INC. | 1677044 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1000 | 9480 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| BNP PARIBAS FINANCIAL MARKETS | 1166588 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 10325 | 97881 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| ADKINS SEALE CAPITAL MANAGEMENT LLC | 2147212 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 3084 | 29236 | — | — | — | Aug 5, 2026 | SEC_13F_DATASET |
| Generali Investments CEE, investicni spolecnost, a.s. | 2047540 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 26807 | 254130 | — | — | — | Jul 13, 2026 | SEC_13F_DATASET |
| VAN ECK ASSOCIATES CORP | 869178 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 2136780 | 20256674 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| FIRST MANHATTAN CO. LLC. | 728083 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 21400 | 209720 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| FIFTH THIRD BANCORP | 35527 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1765 | 16732 | — | — | — | Aug 5, 2026 | SEC_13F_DATASET |
| PARK AVENUE SECURITIES LLC | 1071640 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 15965 | 151 | — | — | — | Jul 20, 2026 | SEC_13F_DATASET |
| Delphi Financial Group, Inc. | 859139 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 47177 | 447238 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| DOLIVER ADVISORS, LP | 938077 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 14313 | 135689 | — | — | — | Jul 10, 2026 | SEC_13F_DATASET |
| COMPASS FINANCIAL MANAGEMENT LLC | 2148724 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 58285 | 521651 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| Stiles Financial Services Inc | 1904832 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 147845 | 1401573 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| Farther Finance Advisors, LLC | 1992825 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1066 | 10106 | — | — | — | Jul 17, 2026 | SEC_13F_DATASET |
| Rossby Financial, LCC | 2056510 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 100 | 948 | — | — | — | Aug 4, 2026 | SEC_13F_DATASET |
Informational research only, not financial advice. Forecasts are uncertain and can be wrong.