Golub Capital BDC Ownership | Who Owns Golub Capital BDC?
Golub Capital BDC Ownership Summary
Golub Capital BDC is owned by 35.66% institutional investors, 1.38% insiders, and 62.96% 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 5.07% of its assets in Golub Capital BDC shares.
GBDC Ownership Benchmark
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | Golub Capital BDC | 35.66% | 1.38% | 62.96% |
| Sector | Financial Services Stocks | 32.19% | 15.44% | 52.37% |
| Industry | Asset Management Stocks | 45.25% | 8.61% | 46.14% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Strs ohio | 17.14M | 6.50% | $217.00M |
| Ci private wealth | 6.09M | 2.28% | $83.33M |
| Van eck associates | 4.84M | 1.82% | $66.31M |
| Allen investment management | 4.07M | 1.54% | $55.23M |
| Jpmorgan chase | 3.92M | 1.49% | $53.16M |
| Bank of america corp /de/ | 2.53M | 1.48% | $39.76M |
| Sound income strategies | 3.75M | 1.42% | $46.88M |
| Sage mountain advisors | 3.36M | 1.27% | $45.61M |
| Morgan stanley | 3.05M | 1.16% | $41.37M |
| Lindbrook capital | 3.04M | 1.15% | $46.09M |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Muzinich | 1.99M | 8.79% | $25.14M |
| Lindbrook capital | 3.04M | 4.16% | $46.09M |
| Granite fo | 376.30K | 2.82% | $4.76M |
| Sage mountain advisors | 3.36M | 2.42% | $45.61M |
| Sound income strategies | 3.75M | 2.26% | $46.88M |
| North ground capital | 326.11K | 2.20% | $4.43M |
| Ares management | 2.74M | 2.12% | $37.13M |
| Castlekeep investment advisors | 335.16K | 2.06% | $4.55M |
| Prairiewood capital | 521.43K | 1.91% | $6.60M |
| Tranquility partners | 362.81K | 1.73% | $4.59M |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Ci private wealth | 6.09M | 0.13% | 4.56M |
| Bank of america corp /de/ | 2.53M | 0.00% | 1.41M |
| Jpmorgan chase | 3.92M | 0.00% | 1.37M |
| Millennium management | 1.91M | 0.01% | 1.20M |
| Morgan stanley | 3.05M | 0.00% | 717.90K |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Partners group | - | - | -2.00M |
| Lgt capital partners | - | - | -696.00K |
| Franklin resources | 604.17K | 0.00% | -585.86K |
| Tcw group | - | - | -568.01K |
| Baillie gifford | - | - | -548.32K |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Rivernorth capital management | 525.12K | 0.41% | 525.12K | $7.19M |
| Marshall wace, llp | 261.42K | 0.00% | 261.42K | $3.58M |
| Marex group | 112.53K | 0.01% | 112.53K | $1.53M |
| Wright fund management | 72.97K | 0.32% | 72.97K | $923.79K |
| Bayshore capital advisors | 60.00K | 0.32% | 60.00K | $759.60K |
Sold Out
| Holder | Change |
|---|---|
| Financial gravity asset management | -4.00 |
| Avion wealth | -13.00 |
| Jones financial companies lllp | -19.00 |
| 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 % |
|---|---|---|---|---|---|---|---|---|---|---|
| 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% |
| Dec 31, 2024 | 212 | -25.61% | 56,131,852 | -41.30% | 21 | 0.93% | 117 | -29.52% | 57 | -17.39% |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| Cliffwater Corporate Lending I | 13.33M | 5.07% | - |
| VanEck BDC Income ETF | 3.30M | 1.25% | -6.12K |
| Putnam BDC Income ETF | 1.15M | 0.44% | - |
| iShares Listed Private Eq ETF USD Dist | 1.02M | 0.39% | -3.31K |
| 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 |
| Accelerate Divers Crdt Inc ETF | 497.31K | 0.19% | 112.06K |
| Barwon Global Listed Private Equity Fund | 495.42K | 0.19% | - |
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 | - |
GBDC Ownership FAQ
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