Golub Capital BDC Ownership | Who Owns Golub Capital BDC?
Golub Capital BDC Ownership Summary
Golub Capital BDC is owned by 27.53% institutional investors, 1.39% insiders, and 71.08% retail investors. Strs ohio is the largest institutional shareholder, holding 6.50% of GBDC shares. Cliffwater Corporate Lending I is the top mutual fund, with 5.11% of its assets in Golub Capital BDC shares.
GBDC Ownership Benchmark
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | Golub Capital BDC | 27.53% | 1.39% | 71.08% |
| Sector | Financial Services Stocks | 37.05% | 15.59% | 47.36% |
| Industry | Asset Management Stocks | 49.15% | 11.31% | 39.54% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Strs ohio | 17.14M | 6.50% | $217.00M |
| Hightower advisors | 7.05M | 2.67% | $89.21M |
| Ci private wealth | 4.53M | 1.72% | $56.60M |
| Van eck associates | 4.24M | 1.61% | $53.73M |
| Ubs group | 4.06M | 1.54% | $51.37M |
| Bank of america corp /de/ | 2.53M | 1.48% | $39.76M |
| Sage mountain advisors | 3.76M | 1.42% | $47.55M |
| Sound income strategies | 3.75M | 1.42% | $46.88M |
| Omers administration | 3.56M | 1.35% | $45.07M |
| Jpmorgan chase | 3.52M | 1.33% | $44.48M |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Muzinich | 1.99M | 8.79% | $25.14M |
| North ground capital | 478.89K | 7.30% | $6.06M |
| Lindbrook capital | 3.04M | 4.16% | $46.09M |
| Sage mountain advisors | 3.76M | 3.33% | $47.55M |
| Granite fo | 376.30K | 2.82% | $4.76M |
| Ares management | 3.06M | 2.55% | $38.72M |
| Castlekeep investment advisors | 346.67K | 2.38% | $4.39M |
| Sound income strategies | 3.75M | 2.26% | $46.88M |
| Next capital management | 567.21K | 2.17% | $7.18M |
| Prairiewood capital | 521.43K | 1.91% | $6.60M |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Hightower advisors | 7.05M | 0.09% | 4.75M |
| Bank of america corp /de/ | 2.53M | 0.00% | 1.41M |
| Ubs group | 4.06M | 0.01% | 1.19M |
| Brown brothers harriman | 942.55K | 0.06% | 942.55K |
| Russell investments group | 1.28M | 0.02% | 922.24K |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Partners group | - | - | -2.00M |
| Rivernorth capital management | - | - | -1.71M |
| Morgan stanley | 1.98M | 0.00% | -1.07M |
| Blackrock funding, inc. /de | 1.19M | 0.00% | -798.27K |
| Allen investment management | 3.37M | 0.53% | -703.99K |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Brown brothers harriman | 942.55K | 0.06% | 942.55K | $11.93M |
| Independent family office | 119.01K | 0.62% | 119.01K | $1.51M |
| Berkeley capital partners | 117.05K | 0.34% | 117.05K | $1.48M |
| Cartesian growth | 96.55K | 0.03% | 96.55K | $1.22M |
| Exoduspoint capital management, lp | 84.40K | 0.01% | 84.40K | $1.07M |
Sold Out
| Holder | Change |
|---|---|
| Financial gravity asset management | -4.00 |
| Danske bank | -7.00 |
| Avion wealth | -13.00 |
| Deutsche bank ag\ | -27.00 |
| Iron horse wealth management | -28.00 |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| Mar 31, 2026 | 212 | -40.62% | 72,587,571 | -37.02% | 27 | 1.44% | 111 | -37.29% | 61 | -50.41% |
| Dec 31, 2025 | 272 | -18.07% | 94,033,728 | -12.09% | 35 | 2.22% | 138 | -23.76% | 90 | -1.10% |
| Sep 30, 2025 | 230 | -27.90% | 76,995,011 | -24.73% | 28 | 1.96% | 127 | -23.95% | 61 | -39.60% |
| Jun 30, 2025 | 315 | -5.41% | 104,410,216 | -6.35% | 39 | 2.24% | 166 | -14.87% | 101 | 23.17% |
| Mar 31, 2025 | 329 | 0.61% | 95,765,967 | 7.35% | 35 | 3.16% | 195 | 1.56% | 79 | -1.25% |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| Cliffwater Corporate Lending I | 13.33M | 5.11% | - |
| VanEck BDC Income ETF | 3.78M | 1.44% | 10.70K |
| Putnam BDC Income ETF | 1.46M | 0.55% | 29.67K |
| iShares Listed Private Eq ETF USD Dist | 1.02M | 0.39% | - |
| Loomis Sayles Core | 502.00K | 0.19% | -338.00K |
| Loomis Sayles Core Fixed Income Trust B | 502.00K | 0.19% | -338.00K |
| 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% | - |
| Undrly Fid DC L&G Fut Wld Mlt Asst MAGJ | 471.97K | 0.18% | 43.99K |
Recent Insider Transactions
| Date | Name | Role | Activity | Value |
|---|---|---|---|---|
| May 27, 2025 | Golub Lawrence E | Chairman | Sell | $249.35K |
| May 27, 2025 | Golub Lawrence E | Chairman | Buy | $91.69M |
| May 27, 2025 | Golub David | Chief Executive Officer | Buy | $91.69M |
| May 27, 2025 | Golub David | Chief Executive Officer | Sell | $249.35K |
| Aug 09, 2024 | Rival Anita J. | - | Buy | $50.30K |
Insider Transactions Trends
| Date | Buy | Sell |
|---|---|---|
| 2025 Q2 | 2 | 2 |
| 2024 Q4 | - | - |
| 2024 Q3 | 34 | - |
| 2024 Q2 | 5 | - |
| 2023 Q2 | 1 | - |
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