DaveManuel.com · Institutional Ownership · Who Owns It
GOLDMAN SACHS BDC INC (GSBD)
Institutional ownership reported to the SEC as of Q2 2026, across 32 quarters.
208
Reporting holders
$491.0M
Reported value
45.9%
Of shares outstanding
0.1%
Calls
0.1%
Puts
+3
Holder change
Institutions report 51,677,208 shares against 112,569,067 outstanding. Shares only - option lines are excluded, which is why this can be compared with the company at all. The count comes from the cover page of the company's own most recent report, so it is dated when that was filed rather than at quarter end.
Calls and puts are the parts of reported value carried in derivative lines rather than shares, and they point in opposite directions: a manager holding calls is positioned for the security, one holding puts against it - or hedging shares they already own, which is why index funds carry so many. Most sites add the two together and report one figure, which averages away the only interesting part.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| GOLDMAN SACHS GROUP INC | $62.0M | 6,535,509 | 0.01% | 31q | HELD |
| PRIVATE MANAGEMENT GROUP INC | $49.1M | 5,178,638 | 1.29% | 2q | +3.5%+$1.7M |
| MORGAN STANLEY | $44.7M | 4,713,836 | 0.00% | 35q | +29.9%+$10.3M |
| Generali Asset Management SPA SGR | $31.2M | 3,294,022 | 0.56% | 7q | HELD |
| ARES MANAGEMENT LLC | $29.8M | 3,147,251 | 1.30% | 6q | +45.0%+$9.3M |
| VAN ECK ASSOCIATES CORP | $25.4M | 2,676,020 | 0.02% | 31q | +29.4%+$5.8M |
| UBS Group AG | $24.4M | 2,577,113 | 0.00% | 31q | +1.9%+$466.6K |
| Lunate Capital Ltd | $20.8M | 2,192,392 | 10.60% | new | NEW |
| Invesco Ltd. | $16.0M | 1,689,253 | 0.00% | 31q | +2.6%+$401.2K |
| Lalia Capital, LLC | $11.3M | 1,193,406 | 5.50% | new | NEW |
| BANK OF AMERICA CORP /DE/ | $10.9M | 1,147,167 | 0.00% | 31q | +15.0%+$1.4M |
| Legal & General Group Plc | $8.9M | 939,770 | 0.00% | 31q | +6.5%+$539.3K |
| Muzinich & Co., Inc. | $8.1M | 853,942 | 2.77% | 31q | +6.5%+$496.8K |
| RAYMOND JAMES FINANCIAL INC | $6.7M | 706,549 | 0.00% | 7q | +1.8%+$120.8K |
| Sumitomo Mitsui Trust Group, Inc. | $6.7M | 701,783 | 0.00% | 26q | +0.7%+$47.4K |
| Cetera Investment Advisers | $6.6M | 696,308 | 0.01% | 12q | +715.2%+$5.8M |
| ENVESTNET ASSET MANAGEMENT INC | $5.9M | 624,970 | 0.00% | new | NEW |
| Columbus Macro, LLC | $5.9M | 619,851 | 0.57% | new | NEW |
| Union Bancaire Privee, UBP SA | $5.7M | 3,713? | 0.06% | 7q | |
| OSAIC HOLDINGS, INC. | $5.3M | 561,573 | 0.01% | 26q | +124.4%+$3.0M |
| Coppell Advisory Solutions LLC | $5.1M | 446? | 0.42% | new | |
| AMERICAN FINANCIAL GROUP INC | $4.8M | 506,562 | 1.69% | 3q | HELD |
| VICTORY CAPITAL MANAGEMENT INC | $4.7M | 497,443 | 0.00% | 2q | +84.3%+$2.2M |
| BlackRock, Inc. | $4.1M | 432,573 | 0.00% | 8q | -2.3%-$97.6K |
| CITADEL ADVISORS LLC | $3.5M incl. $122.3K options PUT | 356,070 | 0.00% | 21q | HELD |
| TRANSCEND CAPITAL ADVISORS, LLC | $3.4M | 356,959 | 0.23% | 6q | -9.2%-$343.3K |
| Janney Montgomery Scott LLC | $3.1M | 328,196 | 0.01% | 4q | +1830.6%+$2.9M |
| GraniteShares Advisors LLC | $2.8M | 290,788 | 1.77% | 19q | +15.5%+$369.1K |
| Hennion & Walsh Asset Management, Inc. | $2.8M | 290,170 | 0.08% | 22q | -6.1%-$179.9K |
| ROYAL BANK OF CANADA | $2.6M | 278,702 | 0.00% | 31q | +16.5%+$373.5K |
| WELLS FARGO & COMPANY/MN | $2.6M | 270,627 | 0.00% | 31q | +14.0%+$315.5K |
| Naviter Wealth, LLC | $2.5M | 253,413 | 0.23% | 10q | +38.1%+$685.7K |
| Callodine Capital Management, LP | $2.4M | 250,000 | 0.15% | new | NEW |
| Russell Investments Group, Ltd. | $2.2M | 235,692 | 0.00% | 2q | -26.5%-$805.5K |
| Adams Asset Advisors, LLC | $2.2M | 227,546 | 0.24% | 15q | -39.3%-$1.4M |
| Privium Fund Management (UK) Ltd | $2.1M | 216,000 | 0.87% | new | NEW |
| SBE LLC DBA CEDAR COVE WEALTH PARTNERS | $1.9M | 202,760 | 0.90% | 3q | +5.8%+$105.4K |
| Significant Wealth Partners LLC | $1.9M | 197,283 | 2.03% | 2q | +1.6%+$30.2K |
| AMERIPRISE FINANCIAL INC | $1.6M | 173,144 | 0.00% | 27q | +6.5%+$99.4K |
| PENSION & WEALTH MANAGEMENT ADVISORS, INC. | $1.6M | 171,030 | 0.44% | 7q | -34.7%-$859.8K |
| Lido Advisors, LLC | $1.6M | 164,679 | 0.00% | 22q | -19.3%-$385.8K |
| STATE STREET CORP | $1.6M | 164,155 | 0.00% | 6q | +17.8%+$243.5K |
| Quadrant Private Wealth Management, LLC | $1.6M | 160,233 | 0.35% | 29q | HELD |
| LPL Financial LLC | $1.4M | 151,254 | 0.00% | 26q | -30.0%-$615.6K |
| Stiles Financial Services Inc | $1.4M | 147,845 | 0.35% | 7q | -1.9%-$27.3K |
| Thrivent Financial for Lutherans | $1.4M | 147,564 | 0.00% | 3q | +6.4%+$84.5K |
| CANADA LIFE ASSURANCE Co | $1.4M | 145,449 | 0.00% | 27q | +16.9%+$198.0K |
| SAXON INTERESTS, INC. | $1.3M | 142,135 | 0.37% | 3q | +15.6%+$182.2K |
| LOOMIS SAYLES & CO L P | $1.3M | 140,000 | 0.00% | 6q | HELD |
| NORDEN GROUP LLC | $1.3M | 134,698 | 0.10% | 12q | +46.1%+$403.0K |
| J.W. COLE ADVISORS, INC. | $1.1M | 120,656 | 0.02% | 8q | HELD |
| Ethos Financial Group, LLC | $1.1M | 120,283 | 0.07% | 6q | +4.8%+$49.6K |
| Global Wealth Management Investment Advisory, Inc. | $1.1M | 112,297 | 0.15% | new | NEW |
| Corient Private Wealth LP | $1.0M | 108,143 | 0.00% | 15q | -3.4%-$35.8K |
| DENALI ADVISORS LLC | $1.0M | 105,680 | 0.10% | 8q | -5.4%-$56.9K |
| SHIKIAR ASSET MANAGEMENT INC | $975.0K | 102,900 | 0.25% | 21q | +49.2%+$321.7K |
| United Advisor Group, LLC | $957.1K | 100,963 | 0.10% | 10q | HELD |
| Garde Capital, Inc. | $920.6K | 97,107 | 0.04% | 6q | +3.7%+$32.6K |
| HB Wealth Management, LLC | $918.3K | 96,865 | 0.01% | 19q | +61.4%+$349.3K |
| Stratos Wealth Partners, LTD. | $890.6K | 93,947 | 0.01% | 22q | -9.2%-$90.2K |
| Creative Planning | $860.4K | 90,757 | 0.00% | 28q | -38.4%-$535.3K |
| XTX Topco Ltd | $837.3K | 88,320 | 0.01% | new | NEW |
| STEEL GROVE CAPITAL ADVISORS, LLC | $815.7K | 86,049 | 0.08% | 3q | +1.8%+$14.0K |
| HighTower Advisors, LLC | $780.4K | 82,320 | 0.00% | 31q | -84.2%-$4.2M |
| Cordoba Advisory Partners LLC | $779.6K | 79,546 | 0.17% | 3q | +20.5%+$132.7K |
| Meridian Wealth Management, LLC | $749.7K | 79,077 | 0.02% | 9q | -10.4%-$86.7K |
| Arax Advisory Partners | $746.6K | 78,758 | 0.00% | 6q | +687.6%+$651.8K |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $743.2K CALL+PUT | options only | 0.00% | 10q | OPTIONS |
| NORTHERN TRUST CORP | $710.2K | 74,920 | 0.00% | 21q | HELD |
| Icon Wealth Advisors, LLC | $706.2K | 74,489 | 0.04% | 6q | HELD |
| FreeGulliver LLC | $688.8K | 72,662 | 0.24% | new | NEW |
| TT Capital Management LLC | $681.1K | 71,850 | 0.53% | 4q | +4.8%+$31.3K |
| Virtus Investment Advisers, LLC | $642.2K | 67,747 | 0.15% | 6q | -23.7%-$199.0K |
| PFG Investments, LLC | $639.0K | 67,406 | 0.02% | 10q | -7.5%-$51.7K |
| GUGGENHEIM CAPITAL LLC | $619.4K | 65,334 | 0.00% | 31q | +10.3%+$57.7K |
| Argentarii, LLC | $611.1K | 63,000 | 0.18% | 3q | HELD |
| BLAIR WILLIAM & CO/IL | $609.4K | 64,280 | 0.00% | new | NEW |
| All Terrain Financial Advisors, LLC | $601.9K | 63,494 | 0.10% | new | NEW |
| Texas Yale Capital Corp. | $599.2K | 63,210 | 0.01% | 31q | +44.4%+$184.4K |
| BROWN ADVISORY INC | $599.1K | 63,199 | 0.00% | 2q | +65.4%+$237.0K |
| BI Asset Management Fondsmaeglerselskab A/S | $595.0K | 62,734 | 0.00% | 15q | -82.8%-$2.9M |
| CIDEL ASSET MANAGEMENT INC | $570.7K | 60,200 | 0.03% | new | NEW |
| Tidal Investments LLC | $556.3K | 58,686 | 0.00% | 3q | +5.5%+$28.9K |
| COMPASS FINANCIAL MANAGEMENT LLC | $521.7K | 58,285 | 0.06% | new | FIRST |
| Almitas Capital LLC | $474.0K | 50,000 | 0.11% | 3q | HELD |
| Arkadios Wealth Advisors | $452.4K | 47,719 | 0.01% | 23q | -12.0%-$61.6K |
| Delphi Financial Group, Inc. | $447.2K | 47,177 | 0.22% | 2q | HELD |
| Garner Asset Management Corp | $427.0K | 45,045 | 0.14% | 6q | -23.3%-$130.0K |
| AXXCESS WEALTH MANAGEMENT, LLC | $419.8K | 44,287 | 0.01% | 19q | HELD |
| Founders Financial Alliance, LLC | $412.0K | 43,458 | 0.05% | 12q | -3.2%-$13.4K |
| Closed-End Fund Advisors, Inc. | $395.7K | 41,742 | 0.39% | 3q | -1.4%-$5.6K |
| DRW Securities, LLC | $394.7K | 41,631 | 0.01% | 2q | -26.8%-$144.7K |
| Autumn Glory Partners, LLC | $388.1K | 40,943 | 0.11% | 12q | HELD |
| Jefferies Financial Group Inc. | $372.5K | 39,295 | 0.00% | 2q | +115.1%+$199.3K |
| Cohen Capital Management, Inc. | $366.8K | 38,694 | 0.05% | 23q | HELD |
| Kendall Capital Management | $366.6K | 38,675 | 0.06% | 9q | +140.1%+$214.0K |
| Black Maple Capital Management LP | $355.5K | 37,500 | 0.20% | 3q | +50.0%+$118.5K |
| WEALTH ALLIANCE, LLC | $341.6K | 36,036 | 0.03% | 21q | HELD |
| Tyche Wealth Partners LLC | $323.3K | 34,100 | 0.05% | 6q | +24.9%+$64.5K |
| Investment Partners Asset Management, Inc. | $319.7K | 33,724 | 0.18% | 11q | +4.7%+$14.2K |
Showing the largest 100 of 210 reported holders. The count of 208 above leaves out 2 positions whose reported value failed our price check; they are listed here as filed.
What the insiders did
Open market purchases and sales reported on Form 4 in the last 180 days. Grants, option exercises and shares surrendered to cover tax are left out: they are compensation rather than a decision to buy or sell. Where a broker filled one order in tranches the lines are summed, because it was one decision.
Officers and directors
| Date | Insider | Role | Side | Shares | Value |
|---|---|---|---|---|---|
| 2026-06-10 | Leach Timothy J | Director | Bought | 11,075 | $100.1K |
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q3 2026 | 65 | $71.8M | 7,958,964 | 6 | 24 | 14 | 0.0% |
| Q2 2026 | 208 | $491.0M | 51,677,208 | 34 | 60 | 52 | 0.2% |
| Q1 2026 | 205 | $390.6M | 42,868,954 | 35 | 49 | 73 | 2.4% |
| Q4 2025 | 212 | $369.1M | 38,553,990 | 37 | 48 | 70 | 3.0% |
| Q3 2025 | 214 | $375.4M | 36,768,949 | 24 | 70 | 50 | 0.1% |
| Q2 2025 | 226 | $427.6M | 37,654,758 | 24 | 77 | 63 | 0.8% |
| Q1 2025 | 229 | $414.3M | 35,265,189 | 25 | 86 | 59 | 1.1% |
| Q4 2024 | 238 | $406.0M | 33,303,340 | 39 | 74 | 55 | 0.3% |
| Q3 2024 | 207 | $482.7M | 33,295,092 | 17 | 68 | 57 | 0.2% |
| Q2 2024 | 219 | $532.1M | 35,151,464 | 26 | 62 | 61 | 0.7% |
| Q1 2024 | 215 | $621.2M | 41,272,213 | 31 | 67 | 48 | 0.4% |
| Q4 2023 | 216 | $528.0M | 35,931,311 | 21 | 63 | 64 | 0.3% |
| Q3 2023 | 213 | $458.5M | 31,439,374 | 24 | 61 | 59 | 0.2% |
| Q2 2023 | 207 | $441.2M | 31,678,634 | 17 | 55 | 60 | 0.5% |
| Q1 2023 | 218 | $436.2M | 31,752,194 | 24 | 67 | 63 | 0.5% |
| Q4 2022 | 211 | $412.2M | 29,890,687 | 35 | 58 | 62 | 0.5% |
| Q3 2022 | 186 | $1.4B | 98,304,385 | 12 | 58 | 47 | 0.3% |
| Q2 2022 | 200 | $1.1B | 67,179,111 | 19 | 50 | 50 | 0.4% |
| Q1 2022 | 190 | $1.3B | 67,254,498 | 27 | 64 | 37 | 0.3% |
| Q4 2021 | 187 | $1.2B | 64,742,577 | 31 | 48 | 43 | 0.2% |
| Q3 2021 | 159 | $1.0B | 56,760,826 | 20 | 85 | 26 | 0.1% |
| Q2 2021 | 154 | $859.6M | 43,859,870 | 31 | 74 | 25 | 0.0% |
| Q1 2021 | 140 | $441.6M | 22,845,200 | 41 | 46 | 20 | 0.0% |
| Q4 2020 | 109 | $374.0M | 19,579,951 | 28 | 29 | 26 | 0.0% |
| Q3 2020 | 91 | $218.1M | 14,497,774 | 11 | 24 | 28 | 0.0% |
| Q2 2020 | 90 | $257.5M | 15,866,187 | 7 | 35 | 24 | 0.0% |
| Q1 2020 | 99 | $185.3M | 15,024,545 | 17 | 29 | 31 | 0.0% |
| Q4 2019 | 99 | $391.4M | 18,419,478 | 19 | 32 | 22 | 0.0% |
| Q3 2019 | 80 | $286.3M | 14,251,871 | 9 | 25 | 26 | 0.0% |
| Q2 2019 | 78 | $308.2M | 15,667,049 | 9 | 22 | 25 | 0.0% |
| Q1 2019 | 80 | $332.3M | 16,176,440 | 9 | 32 | 18 | 0.0% |
| Q4 2018 | 83 | $273.6M | 14,887,792 | 3 | 1 | 1 | 0.0% |