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GOLUB CAPITAL BDC, Inc. hedge fund holdings

GBDCNASDAQ
$12.54-0.11 (-0.87%)as of Oct 2, 2026

Every quarter, large institutional investment managers with over $100M in U.S.-listed assets under management disclose their U.S. equity holdings through 13F filings. Read together, those filings show which businesses professional capital is moving into and out of.

Price vs funds buying and selling

GBDC · close · 13FReported Aug 14, 2026

Price vs funds buying and selling data

Showing the 1Y range: Oct 2, 2025 to Oct 2, 2026. Price (-8.7%). 0 fund reports plotted in this window as 0 markers; nearby trades of the same kind are grouped.

Transactions plotted on the price chart
DateCategoryPersonRoleActionAmountChange in holding
Funds buying · new + increased
Funds selling · reduced + closed
Net buyers vs sellers
Buying = new + increased; selling = reduced + closed. Counts exclude position changes under 5% of the fund's holding last quarter.

Price and fund activity data

Quarterly 13F fund buying and selling activity
QuarterFunds buyingFunds sellingBoughtSoldFilersReported
Q2 202597103$134M$126M305Aug 14, 2025
Q3 202511187$158M$108M318Nov 14, 2025
Q4 2025109118$150M$105M339Feb 14, 2026
Q1 2026120130$192M$223M334May 15, 2026
Q2 202693113$113M$83.9M301Aug 14, 2026

Quarterly action breakdown

Q2 2026
301 filers
New position
24
$32.9M+2.55M sh
Increased
69
$80.5M+6.25M sh
Reduced
67
-$62.6M-4.86M sh
Out / sold
46
-$21.3M-1.66M sh
Last 4 quarters · free
Reported Aug 14, 2026
FundActionChange in dollarValue% of portfolioReported
Ensign Peak Advisors, IncNew Buy+$16.6M$16.6M0.03%Aug 14, 2026
Caz Investments LPAdded 1689.13%+$6.53M$6.91M1.26%Aug 24, 2026
North Ground CapitalSell 100%-$6.06M$00.00%Aug 13, 2026
Van Eck Associates CorpAdded 10.99%+$6.01M$60.7M0.04%Aug 14, 2026
LSV Asset ManagementReduce 51.55%-$5.62M$5.28M0.01%Aug 6, 2026
Border to Coast Pensions Partnership LtdReduce 52.00%-$4.18M$3.86M0.06%Jul 27, 2026
Ares Management LLCAdded 9.77%+$3.85M$43.2M1.88%Aug 14, 2026
First National Trust CoSell 100%-$3.34M$00.00%Jul 30, 2026
Waterloo Capital, L.P.Reduce 53.63%-$2.56M$2.21M0.12%Jul 29, 2026
Allen Investment Management, LLCReduce 5.70%-$2.47M$40.9M0.49%Aug 5, 2026
First Trust Advisors LPAdded 91.19%+$2.34M$4.9M0.00%Aug 11, 2026
Callodine Capital Management, LPReduce 70.94%-$1.83M$748K0.05%Aug 14, 2026
Sound Income Strategies, LLCAdded 3.35%+$1.62M$49.9M2.24%Jul 20, 2026
Lansforsakringar Fondforvaltning AB (publ)Sell 100%-$1.57M$00.00%Aug 13, 2026
Abundance Wealth CounselorsAdded 106.27%+$1.45M$2.82M0.18%Jul 23, 2026
Coastal Bridge Advisors, LLCReduce 7.68%-$1.28M$15.4M0.95%Aug 17, 2026
OMERS ADMINISTRATION CorpAdded 2.54%+$1.17M$47M0.28%Aug 13, 2026
Bayshore Capital Advisors, LLCAdded 141.51%+$1.09M$1.87M0.87%Jul 22, 2026
Advisor OS, LLCReduce 38.38%-$1.06M$1.7M0.11%Aug 5, 2026
Avestar Capital, LLCNew Buy+$990K$990K0.06%Jul 29, 2026
Sage Mountain Advisors LLCAdded 1.94%+$939K$49.3M3.03%Aug 5, 2026
Muzinich & Co., Inc.Added 3.50%+$896K$26.5M9.04%Jul 27, 2026
Global Endowment Management, LPSell 100%-$886K$00.00%Aug 14, 2026
Lalia Capital, LLCAdded 2.49%+$816K$33.6M16.31%Aug 11, 2026
Next Capital Management LLCReduce 10.89%-$796K$6.51M1.76%Aug 3, 2026
Family Manage LLCAdded 25.97%+$764K$3.71M0.38%Aug 14, 2026
Caxton Associates LLPReduce 50.85%-$728K$703K0.01%Aug 14, 2026
LM Advisors LLCAdded 7327.06%+$711K$721K0.08%Aug 12, 2026
Advisors Capital Management, LLCAdded 11.52%+$580K$5.61M0.06%Aug 11, 2026
Kathmere Capital Management, LLCSell 100%-$559K$00.00%Jul 29, 2026
CANADA LIFE ASSURANCE CoAdded 14.82%+$548K$4.25M0.01%Aug 13, 2026
Prairiewood Capital, LLCAdded 7.86%+$528K$7.24M1.88%Jul 28, 2026
Evoke Wealth, LLCSell 100%-$493K$00.00%Aug 10, 2026
One Charles Private Wealth Services, LLCNew Buy+$492K$492K0.11%Jul 15, 2026
Sumitomo Mitsui Trust Group, Inc.Added 2.52%+$491K$20M0.01%Jul 30, 2026
Caprock Group, LLCReduce 49.30%-$479K$493K0.01%Jul 27, 2026
Quantinno Capital Management LPReduce 38.05%-$455K$740K0.00%Aug 13, 2026
Belpointe Asset Management LLCSell 100%-$373K$00.00%Jul 31, 2026
SCS Capital Management LLCAdded 64.68%+$366K$932K0.01%Aug 6, 2026
Whipplewood Advisors, LLCAdded 33.30%+$360K$1.44M0.97%Jul 27, 2026
Fieldview Capital Management, LLCSell 100%-$356K$00.00%Aug 14, 2026
Shikiar Asset Management IncReduce 10.96%-$355K$2.88M0.73%Jul 21, 2026
GraniteShares Advisors LLCAdded 15.06%+$347K$2.65M1.71%Aug 4, 2026
Black Swift Group, LLCNew Buy+$320K$320K0.05%Aug 13, 2026
Kavar Capital Partners Group, LLCSell 100%-$318K$00.00%Jul 20, 2026
Lighthouse Investment Partners, LLCSell 100%-$309K$00.00%Aug 14, 2026
Sequoia Financial Advisors, LLCNew Buy+$294K$294K0.00%Jul 17, 2026
Denali Advisors LLCReduce 6.11%-$288K$4.42M0.44%Aug 10, 2026
Spinnaker Investment Group, LLCSell 100%-$272K$00.00%Jul 10, 2026
Palliser Capital (UK) LtdNew Buy+$259K$259K0.14%Aug 14, 2026
Pasadena Private Wealth, LLCAdded 56.80%+$258K$711K0.09%Aug 11, 2026
Ehrenkranz Partners L.P.Added 34.82%+$257K$996K0.58%Aug 14, 2026
Essex Financial Services, Inc.New Buy+$257K$257K0.01%Aug 10, 2026
nVerses Capital, LLCSell 100%-$255K$00.00%Aug 4, 2026
Plancorp, LLCSell 100%-$254K$00.00%Jul 14, 2026
Castlekeep Investment Advisors LLCAdded 5.61%+$250K$4.72M2.36%Aug 14, 2026
Griffin Asset Management, Inc.New Buy+$243K$243K0.03%Jul 23, 2026
Independent Financial Group, LLCReduce 18.01%-$239K$1.09M0.02%Jul 15, 2026
Rockingstone Advisors LLCNew Buy+$236K$236K0.09%Jul 14, 2026
Jain Global LLCNew Buy+$221K$221K0.00%Aug 14, 2026
Virtus Investment Advisers, LLCReduce 35.37%-$220K$403K0.09%Aug 11, 2026
D.A. Davidson & Co.Added 5.39%+$218K$4.27M0.02%Jul 24, 2026
Benjamin Edwards IncSell 100%-$204K$00.00%Jul 24, 2026
Crestwood Advisors Group, LLCAdded 151.22%+$203K$337K0.01%Aug 3, 2026
Foundations Investment Advisors, LLCReduce 55.59%-$201K$161K0.00%Aug 14, 2026
AMG National Trust BankReduce 22.24%-$192K$672K0.01%Aug 7, 2026
NewGen Asset Management LtdAdded 56.25%+$185K$515K0.21%Aug 13, 2026
Avior Wealth Management, LLCSell 100%-$184K$00.00%Jul 7, 2026
Evergreen Capital Management LLCAdded 50.95%+$183K$542K0.01%Jul 23, 2026
Sigma Investment Counselors IncReduce 1.49%-$179K$11.9M0.58%Jul 28, 2026
Tranquility Partners, LLCReduce 3.53%-$165K$4.51M1.55%Jul 23, 2026
Signature Wealth Management Partners, LLCReduce 52.48%-$165K$149K0.07%Jul 29, 2026
&PartnersReduce 4.04%-$161K$3.83M0.02%Aug 14, 2026
Permanent Capital Management, LPSell 100%-$161K$00.00%Aug 12, 2026
Naviter Wealth, LLCAdded 4.65%+$153K$3.45M0.31%Aug 7, 2026
Uptick Partners, LLCNew Buy+$152K$152K0.02%Aug 10, 2026
Investmark Advisory Group LLCSell 100%-$150K$00.00%Aug 7, 2026
Annis Gardner Whiting Capital Advisors, LLCNew Buy+$149K$149K0.02%Aug 10, 2026
Levin Capital Strategies, L.P.Sell 100%-$147K$00.00%Jul 31, 2026
EMC Capital ManagementSell 100%-$147K$00.00%Jul 29, 2026
Redhawk Wealth Advisors, Inc.Sell 100%-$137K$00.00%Jul 9, 2026
Monument Capital ManagementAdded 37.78%+$136K$497K0.10%Jul 22, 2026
Oppenheimer & Co IncAdded 4.66%+$135K$3.04M0.03%Aug 3, 2026
Perigon Wealth Management, LLCSell 100%-$131K$00.00%Aug 7, 2026
TT Capital Management LLCSell 100%-$127K$00.00%Aug 4, 2026
Sepio Capital, LPSell 100%-$127K$00.00%Jul 28, 2026
Ethos Financial Group, LLCReduce 25.35%-$123K$361K0.02%Aug 7, 2026
J.M. Arbour, LLCAdded 32.80%+$122K$494K0.43%Aug 14, 2026
Manhattan West Asset Management, LLCReduce 43.58%-$120K$155K0.03%Aug 11, 2026
NewEdge Wealth, LLCReduce 18.15%-$119K$539K0.01%Aug 10, 2026
Simon Quick Advisors, LLCAdded 25.74%+$109K$534K0.02%Jul 28, 2026
Arkadios Wealth AdvisorsAdded 64.13%+$107K$274K0.00%Aug 10, 2026
Global Assets Advisory, LLCSell 100%-$102K$00.00%Jul 27, 2026
Edgemoor Investment Advisors, Inc.Reduce 12.91%-$102K$688K0.05%Aug 7, 2026
Truvestments Capital LLCReduce 7.13%-$99.3K$1.29M0.19%Aug 12, 2026
Nicholas Hoffman & Company, LLC.Added 24.58%+$95K$482K0.01%Aug 4, 2026
Family Wealth Partners, LLCAdded 9.50%+$89.3K$1.03M0.32%Jul 10, 2026
Hennion & Walsh Asset Management, Inc.Added 2.06%+$83.8K$4.16M0.12%Jul 8, 2026
Focused Wealth Management, IncReduce 4.86%-$82.5K$1.62M0.14%Aug 7, 2026
Lido Advisors, LLCAdded 1.28%+$81.4K$6.42M0.02%Aug 7, 2026

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