Golub Capital BDC Ownership | Who Owns Golub Capital BDC?
Golub Capital BDC Ownership Summary
Golub Capital BDC is owned by 39.13% institutional investors, 6.35% insiders, and 54.52% retail investors. Strs ohio is the largest institutional shareholder, holding 8.25% of GBDC shares. Cliffwater Corporate Lending I is the top mutual fund, with 5.01% of its assets in Golub Capital BDC shares.
GBDC Ownership Benchmark
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | Golub Capital BDC | 39.13% | 6.35% | 54.52% |
| Sector | Financial Services Stocks | 51.64% | 15.54% | 32.82% |
| Industry | Asset Management Stocks | 51.84% | 9.46% | 38.70% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Strs ohio | 14.08M | 8.25% | $221.16M |
| Ci private wealth | 4.86M | 1.83% | $73.34M |
| Van eck associates | 4.44M | 1.66% | $65.08M |
| Allen investment management | 4.24M | 1.59% | $62.09M |
| Bank of america corp /de/ | 2.53M | 1.48% | $39.76M |
| Morgan stanley | 2.41M | 1.41% | $37.88M |
| Sound income strategies | 3.38M | 1.27% | $45.58M |
| Lindbrook capital | 3.04M | 1.15% | $46.09M |
| Rockefeller capital management | 2.81M | 1.05% | $41.11M |
| Generali asset management spa sgr | 2.63M | 0.99% | $36.01M |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Muzinich | 1.63M | 8.60% | $22.25M |
| Lindbrook capital | 3.04M | 4.16% | $46.09M |
| Granite fo | 504.54K | 3.75% | $6.91M |
| Sage mountain advisors | 2.51M | 2.78% | $38.04M |
| Oneascent wealth management | 421.86K | 2.64% | $6.39M |
| Sound income strategies | 3.38M | 2.49% | $45.58M |
| Tranquility partners | 342.35K | 1.99% | $5.28M |
| Arnhold | 1.45M | 1.93% | $21.21M |
| Ares management | 2.57M | 1.93% | $37.67M |
| Prairiewood capital | 381.55K | 1.73% | $5.22M |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Strs ohio | 14.08M | 0.87% | 7.92M |
| Bank of america corp /de/ | 2.53M | 0.00% | 1.41M |
| Millennium management | 1.91M | 0.01% | 1.20M |
| Sage mountain advisors | 2.51M | 2.78% | 701.59K |
| Goldman sachs group | 609.40K | 0.00% | 478.87K |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Partners group | - | - | -2.00M |
| Rockefeller capital management | 2.81M | 0.09% | -1.23M |
| Two sigma investments, lp | 725.19K | 0.02% | -743.12K |
| Tcw group | - | - | -568.01K |
| Baillie gifford | - | - | -548.32K |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Oneascent wealth management | 421.86K | 2.64% | 421.86K | $6.39M |
| Srs capital advisors | 325.20K | 0.22% | 325.20K | $4.76M |
| Green square capital advisors | 166.74K | 0.29% | 166.74K | $2.44M |
| Jump financial | 147.12K | 0.02% | 147.12K | $2.16M |
| Neo ivy capital management | 48.66K | 0.15% | 48.66K | $764.00K |
Sold Out
| Holder | Change |
|---|---|
| Fmr | -1.00 |
| Financial gravity asset management | -4.00 |
| Avion wealth | -13.00 |
| Jones financial companies lllp | -19.00 |
| Deutsche bank ag\ | -27.00 |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| 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% |
| Sep 30, 2024 | 283 | -3.74% | 95,582,880 | -0.97% | 47 | 2.05% | 166 | -14.87% | 67 | 28.85% |
| Jun 30, 2024 | 291 | 13.67% | 96,131,332 | 46.81% | 56 | 3.78% | 194 | 31.08% | 52 | -10.34% |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| Cliffwater Corporate Lending I | 13.33M | 5.01% | 1.07M |
| VanEck BDC Income ETF | 3.87M | 1.45% | -3.67K |
| iShares Listed Private Eq ETF USD Dist | 1.51M | 0.57% | - |
| Putnam BDC Income ETF | 1.25M | 0.47% | - |
| Loomis Sayles Core | 540.00K | 0.20% | -80.00K |
| Loomis Sayles Core Fixed Income Trust B | 540.00K | 0.20% | 540.00K |
| Undrly Fid DC L&G Fut Wld Mlt Asst MAGJ | 514.97K | 0.19% | 71.46K |
| 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% | - |
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
Try Tickergate Pro Free
Customize Everything. 100% Flexibility. Fast and Easy to Use (No code or Excel Needed)
Customize your own personal stocks lists, views and charts
Choose from hundreds of fields, up to 15 years of history
Conduct deep comparison analysis
Discover trending investment themes
Find your next best investment
Research stocks using tools