Public record / Tickers / GBDC

GBDC — GOLUB CAPITAL BDC, Inc.†

Both disclosure regimes on one name: who in Congress filed about GBDC, which institutions reported holding it. Each section keeps its own clock — congressional trades on the 45-day PTR clock, 13F holdings as quarter-end snapshots.

Congress txns
10
all PTR rows naming GBDC
Members · 12m
0
0 buys · 0 sells · by trade date
Latest PTR
08-06
filed 2024-08-06
13F holders
315
top-315 slice · 2026-03-31
Congress = transactions in statutory ranges, 45-day lag · Institutions = quarter-end positions, 45-day lagas of 2026-10-01 13:54 UTCno price data — a disclosure record, not a chart

David P. Joyce · $15.0K–$50.0K

SELL · traded 2023-06-19 → filed 2024-08-06. Ranked over every GBDC row by the provable lower bound, never a point estimate.

No member disclosed GBDC in the trailing 12 months

Counts of disclosures by trade date, not dollars — ranges cannot be netted across members. Flow ranges per member are in the table below.

9 rows filed past the 45-day window

Late disclosure is stated on the row, never editorialised. Both dates and the receipt stay on every row.

Congress · disclosure timeline

TRADE DATES · 24M · ▲ BUY ▼ SELL · HEIGHT = LOG LOWER BOUND

No dated GBDC rows fall inside the trailing 24 months by trade date.

Trade date, not filing date — the lag lives in the table below. 0 rows placed.

PLANNED institutional holder flow by quarter

Congressional disclosures

ALL PTR ROWS NAMING GBDC · SORTED FILED ↓ · STATUTORY RANGES · FILED ≤45D LATEfull congressional view ↗
Latest congressional filings mentioning GBDC
FiledMemberSide · OwnerTraded · LagAmountRange · FlagsSrc
2024-08-06David P. Joyce R–OH-14SELL partial (partial sale)Traded 2023-06-30 LATE·403d$1K–$15K
2024-08-06David P. Joyce R–OH-14SELL partial (partial sale)Traded 2023-06-19 LATE·414d$15K–$50K
2024-08-06David P. Joyce R–OH-14SELLTraded 2022-07-14 LATE·754d$15K–$50K
2024-08-06David P. Joyce R–OH-14SELLTraded 2022-07-12 LATE·756d$15K–$50K
2022-12-07Teresa Leger Fernandez D–NM-3SELLTraded 2021-01-20 LATE·686d$15K–$50K
Each row shows the trade date and the filing date; the gap between them is the disclosure lag.all 10 ↗

Members active in GBDC

12M · NET LOWER BOUND · COMMITTEES AS OF TRADE DATE · SNAPSHOT 2026-10-01

No member disclosed GBDC in the trailing 12 months.

Congress ↔ notable managers · GBDC

who in Congress disclosed purchases or sales beside which notable managers added or trimmed

Congress · last 90 days

Buyers
0 — —
Sellers
0 — —

filed 2026-07-03 → 2026-10-01 · totals are statutory ranges

Notable managers · quarter ended 2026-03-31

Adding
0 — $0 held
Trimming
1 Caxton Associates $1.4M held

NEW + ADD vs TRIM + EXIT, by shares · $ = reported value now, not the change · GOLUB CAP BDC INC

Merged timeline of congressional filings and notable-manager moves on GBDC
DateWhoChangeSize
2026-05-14Caxton Associates 13FTRIM−36,564 sh

1 newest rows · every row dates by its filing date: a disclosure's, or the 13F's for the quarter · a 13F row is a quarter-end snapshot, not a trade

Institutional holders · 13F · Quarter ended 2026-03-31 · longs only

Top institutional holders of GBDC for quarter 2026-03-31
#FilerValueSecuritiesFlagsSrc
1HighTower Advisors, LLC$89.2M1
2Corient Private Wealth LLC$56.6M1
3UBS Group AG$51.4M1
4Sage Mountain Advisors LLC$47.6M1
5OMERS ADMINISTRATION Corp$45.1M1
6BANK OF AMERICA CORP /DE/$41.4M1
7Rockefeller Capital Management L.P.$35.5M1
8Generali Asset Management SPA SGR$33.3M1
9Lalia Capital, LLC$32.2M1
10Legal & General Group Plc$28.4M1
11Muzinich & Co., Inc.$25.1M1
12MORGAN STANLEY$25.0M1
13Arnhold LLC$19.5M1
14Coastal Bridge Advisors, LLC$16.4M1
15MAI Capital Management$15.5M1
16BlackRock, Inc.$15.1M1
17FRANKLIN RESOURCES INC$14.5M1
18BANK OF MONTREAL /CAN/$13.4M1
19D. E. Shaw & Co., Inc.$12.1M1
20SIGMA INVESTMENT COUNSELORS INC$11.9M1
21Cerity Partners LLC$10.9M1
22WELLS FARGO & COMPANY/MN$9.4M1
23Boston Partners$8.4M1
24Next Capital Management LLC$7.2M1
25Prairiewood Capital, LLC$6.6M1
26COMMONWEALTH EQUITY SERVICES, LLC$6.3M1
27Lido Advisors, LLC$6.2M1
28LPL Financial LLC$6.1M1
29North Ground Capital$6.1M1
30Pathstone Holdings, LLC$5.4M1
31RAYMOND JAMES FINANCIAL INC$5.3M1
32CONDOR CAPITAL MANAGEMENT$5.3M1
33Focus Partners Wealth$5.2M1
34Advisors Capital Management, LLC$4.9M1
35Advisors Asset Management, Inc.$4.8M1
36Granite FO LLC$4.8M1
37Wealthspire Advisors, LLC$4.7M1
38MERCER GLOBAL ADVISORS INC /ADV$4.6M1
39DENALI ADVISORS LLC$4.6M1
40Tranquility Partners, LLC$4.6M1
41CASTLEKEEP INVESTMENT ADVISORS LLC$4.4M1
42BROWN ADVISORY INC$4.4M1
43STATE STREET CORP$4.1M1
44Hennion & Walsh Asset Management, Inc.$4.0M1
45D.A. DAVIDSON & CO.$4.0M1
46&PARTNERS$3.9M1
47Universal- Beteiligungs- und Servicegesellschaft mbH$3.9M1
48STIFEL FINANCIAL CORP$3.9M1
49ENVESTNET ASSET MANAGEMENT INC$3.8M1
50Robertson Stephens Wealth Management, LLC$3.5M1
51FIRST NATIONAL TRUST CO$3.3M1
52IEQ CAPITAL, LLC$3.3M1
53Naviter Wealth, LLC$3.2M1
54TRED AVON FAMILY WEALTH, LLC$3.1M1
55United Advisor Group, LLC$3.1M1
56Family Manage LLC$2.9M1
57OPPENHEIMER & CO INC$2.9M1
58Snowden Capital Advisors LLC$2.7M1
59Advisor OS, LLC$2.7M1
60Callodine Capital Management, LP$2.5M1
61FIRST TRUST ADVISORS LP$2.5M1
62PRELUDE CAPITAL MANAGEMENT, LLC$2.2M1
63Silverberg Bernstein Capital Management LLC$1.9M1
64HB Wealth Management, LLC$1.9M1
65Alpine Global Management, LLC$1.9M1
66STABLEFORD CAPITAL II LLC$1.8M1
67TWO SIGMA INVESTMENTS, LP$1.8M1
68Invesco Ltd.$1.8M1
69Texas Yale Capital Corp.$1.8M1
70Focused Wealth Management, Inc$1.7M1
71Lansforsakringar Fondforvaltning AB (publ)$1.6M1
72CURA WEALTH ADVISORS, LLC$1.5M1
73Cetera Investment Advisers$1.5M1
74Legacy Capital Wealth Partners, LLC$1.5M1
75Independent Family Office, LLC$1.5M1
76Berkeley Capital Partners, LLC$1.5M1
77CAXTON ASSOCIATES LLP$1.4M1
78Truvestments Capital LLC$1.4M1
79Abundance Wealth Counselors$1.3M1
80INDEPENDENT FINANCIAL GROUP, LLC$1.3M1
81ROYAL BANK OF CANADA$1.3M1
82Global Wealth Management Investment Advisory, Inc.$1.2M1
83EP Wealth Advisors, LLC$1.2M1
84AlTi Global, Inc.$1.2M1
85Quantinno Capital Management LP$1.2M1
86ExodusPoint Capital Management, LP$1.1M1
87Squarepoint Ops LLC$1.1M1
88Amplius Wealth Advisors, LLC$1.1M1
89Mariner, LLC$1.0M1
90J. Safra Sarasin Holding AG$1.0M1
91Tidal Investments LLC$1.0M1
92Cresset Asset Management, LLC$1.0M1
93Caprock Group, LLC$955K1
94SIGNATUREFD, LLC$952K1
95Onyx Bridge Wealth Group LLC$939K1
96FAMILY WEALTH PARTNERS, LLC$924K1
97MERIDIAN INVESTMENT COUNSEL INC.$917K1
98REGIONS FINANCIAL CORP$899K1
99Global Endowment Management, LP$886K1
100Focus Partners Advisor Solutions, LLC$884K1
101AMG National Trust Bank$850K1
102Evercore Wealth Management, LLC$795K1
103Commerce Advisors, LLC$793K1
104Accurate Wealth Management, LLC$778K1
105Edgemoor Investment Advisors, Inc.$776K1
106Bayshore Capital Advisors, LLC$760K1
107MANUFACTURERS LIFE INSURANCE COMPANY, THE$750K1
108Ehrenkranz Partners L.P.$727K1
109Brevan Howard Capital Management LP$709K1
110BTG Pactual Asset Management US LLC$698K1
111NewEdge Wealth, LLC$647K1
112Chicago Partners Investment Group LLC$644K1
113Virtus Investment Advisers, LLC$612K1
114Apollon Wealth Management, LLC$602K1
115GUGGENHEIM CAPITAL LLC$601K1
116Sanctuary Advisors, LLC$599K1
117Haven Private, LLC$593K1
118BLAIR WILLIAM & CO/IL$580K1
119Steward Partners Investment Advisory, LLC$572K1
120Geneos Wealth Management Inc.$571K1
121MACKENZIE FINANCIAL CORP$559K1
122Kathmere Capital Management, LLC$559K1
123SCS Capital Management LLC$556K1
124JANE STREET GROUP, LLC$553K1
125BALYASNY ASSET MANAGEMENT L.P.$550K1
126ProShare Advisors LLC$540K1
127ALBION FINANCIAL GROUP /UT$514K1
128Ethos Financial Group, LLC$509K1
129Closed-End Fund Advisors, Inc.$503K1
130EVOKE WEALTH, LLC$493K1
131IFC Advisors LLC$493K1
132Bison Wealth, LLC$469K1
133Investment Research Partners LLC$468K1
134Ascentis Independent Advisors$461K1
135Pasadena Private Wealth, LLC$446K1
136Moors & Cabot, Inc.$441K1
137Empowered Funds, LLC$441K1
138OSAIC HOLDINGS, INC.$430K1
139Shade Tree Advisors LLC$425K1
140SIMON QUICK ADVISORS, LLC$417K1
141Headlands Technologies LLC$416K1
142CASTLE WEALTH MANAGEMENT LLC$403K1
143OneAscent Investment Solutions LLC$398K1
144CITADEL ADVISORS LLC$386K1
145MML INVESTORS SERVICES, LLC$378K1
146Belpointe Asset Management LLC$373K1
147J.M. Arbour, LLC$366K1
148MIRABELLA FINANCIAL SERVICES LLP$364K1
149FOUNDATIONS INVESTMENT ADVISORS, LLC$356K1
150Fieldview Capital Management, LLC$356K1
151Monument Capital Management$355K1
152EVERGREEN CAPITAL MANAGEMENT LLC$353K1
153Klingman & Associates, LLC$352K1
154Segment Wealth Management, LLC$338K1
155Creative Planning$338K1
156Summit Financial, LLC$335K1
157waypoint wealth counsel$326K1
158AQR CAPITAL MANAGEMENT LLC$323K1
159KAVAR CAPITAL PARTNERS GROUP, LLC$318K1
160WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$317K1
161M&T BANK CORP$313K1
162Lighthouse Investment Partners, LLC$309K1
163Signature Wealth Management Partners, LLC$309K1
164OneAscent Wealth Management LLC$296K1
165First Affirmative Financial Network$285K1
166TRUIST FINANCIAL CORP$285K1
167Port Capital LLC$279K1
168INVESTED ADVISORS$278K1
169Private Advisor Group, LLC$276K1
170Spinnaker Investment Group, LLC$272K1
171Manhattan West Asset Management, LLC$271K1
172FIRST MANHATTAN CO. LLC.$263K1
173RDA Financial Network$261K1
174Magnus Financial Group LLC$259K1
175TWO SIGMA SECURITIES, LLC$255K1
176nVerses Capital, LLC$255K1
177Plancorp, LLC$254K1
178Almitas Capital LLC$253K1
179Brucke Financial, Inc.$237K1
180American Capital Advisory, LLC$236K1
181MAGNOLIA CAPITAL ADVISORS LLC$236K1
182SUSQUEHANNA INTERNATIONAL GROUP, LLP$227K1
183Dynamic Advisor Solutions LLC$221K1
184DRW Securities, LLC$220K1
185Joel Isaacson & Co., LLC$219K1
186Keel Point, LLC$218K1
187New World Advisors LLC$210K1
188MATAURO, LLC$210K1
189PROMETHIUM ADVISORS,LLC$207K1
190Significant Wealth Partners LLC$206K1
191BENJAMIN EDWARDS INC$204K1
192Vident Advisory, LLC$203K1
193COLUMBIA ADVISORY PARTNERS LLC$202K1
194GatePass Capital, LLC$202K1
195EAGLE GLOBAL ADVISORS LLC$200K1
196Comprehensive Money Management Services LLC$191K1
197Core Wealth Partners LLC$191K1
198Bank Pictet & Cie (Europe) AG$190K1
199Avior Wealth Management, LLC$184K1
200National Philanthropic Trust$179K1
201Dynamic Technology Lab Private Ltd$173K1
202CIBC Bancorp USA Inc.$170K1
203CFO4Life Group, LLC$170K1
204True North Advisors, LLC$170K1
205Kestra Advisory Services, LLC$163K1
206Permanent Capital Management, LP$161K1
207COLTON GROOME FINANCIAL ADVISORS, LLC$153K1
208Triumph Capital Management$153K1
209ROMANO BROTHERS AND COMPANY$150K1
210Investmark Advisory Group LLC$150K1
211NOMURA HOLDINGS INC$149K1
212LEVIN CAPITAL STRATEGIES, L.P.$147K1
213CAP Partners, LLC$139K1
214Redhawk Wealth Advisors, Inc.$137K1
215US BANCORP \DE\$136K1
216O'SHAUGHNESSY ASSET MANAGEMENT, LLC$132K1
217Wilmington Savings Fund Society, FSB$131K1
218Perigon Wealth Management, LLC$131K1
219TT Capital Management LLC$127K1
220Sepio Capital, LP$127K1
221CARDIFF PARK ADVISORS, LLC$127K1
222Manchester Capital Management LLC$112K1
223UMB Bank, n.a.$112K1
224Global Assets Advisory, LLC$102K1
225Allworth Financial LP$91.4K1
226Union Bancaire Privee, UBP SA$78.0K1
227Tower Research Capital LLC (TRC)$70.6K1
228Blue Trust, Inc.$70.2K1
229FIFTH THIRD BANCORP$67.6K1
230Key Capital Management, INC$66.3K1
231TORONTO DOMINION BANK$65.0K1
232Caitong International Asset Management Co., Ltd$51.8K1
233Clearstead Advisors, LLC$41.1K1
234Hurley Capital, LLC$41.0K1
235Parkside Financial Bank & Trust$40.1K1
236CWM, LLC$37.2K1
237MTM Investment Management, LLC$35.4K1
238Opal Wealth Advisors, LLC$31.3K1
239Burk Holdings LLC$29.9K1
240Harbor Asset Planning, Inc.$20.2K1
241QUADRANT CAPITAL GROUP LLC$18.3K1
242NOMURA ASSET MANAGEMENT CO LTD$13.3K1
243Cassaday & Co Wealth Management LLC$13.2K1
244Crewe Advisors LLC$10.5K1
245Clayton Financial Group LLC$10.2K1
246Wealth Enhancement Trust Services, Inc.$7.8K1
247Quest 10 Wealth Builders, Inc.$6.0K1
248GHP Investment Advisors, Inc.$4.4K1
249DELTA ASSET MANAGEMENT LLC/TN$3.9K1
250CANADA LIFE ASSURANCE Co$3.7K1
251MCGUIRE CAPITAL ADVISORS INC$2.7K1
252Glen Eagle Advisors, LLC$2.7K1
253Pinnacle Wealth Planning Services, Inc.$2.4K1
254Hilton Head Capital Partners, LLC$2.2K1
255WEBSTER BANK, N. A.$2.0K1
256Costello Asset Management, INC$1.3K1
257GROUP ONE TRADING LLC$9241
258GLOBAL STRATEGIC MANAGEMENT INC$6451
259FMR LLC$4681
260NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$2281
261Virtu Financial LLC$2281
262Avail Investment Partners, LLC$1911
263State of Alaska, Department of Revenue$1621
264VALLEY NATIONAL ADVISERS INC$121
265NORTHERN TRUST CORP— value not disclosed1
266BARCLAYS PLC— value not disclosed1
267COMERICA BANK— value not disclosed1
268NATIONAL BANK OF CANADA /FI/— value not disclosed1
269MILLENNIUM MANAGEMENT LLC— value not disclosed1
270CIBC Private Wealth Group LLC— value not disclosed1
271Essex Financial Services, Inc.— value not disclosed1
272Allen Investment Management, LLC— value not disclosed1
273ASSETMARK, INC— value not disclosed1
274Magnetar Financial LLC— value not disclosed1
275GSA CAPITAL PARTNERS LLP— value not disclosed1
276Hudson Bay Capital Management LP— value not disclosed1
277CAPSTONE INVESTMENT ADVISORS, LLC— value not disclosed1
278RIVERNORTH CAPITAL MANAGEMENT, LLC— value not disclosed1
279TWO SIGMA ADVISERS, LP— value not disclosed1
280New Vernon Capital Holdings II LLC— value not disclosed1
281Point72 Asset Management, L.P.— value not disclosed1
282Ironsides Asset Advisors, LLC— value not disclosed1
283Merit Financial Group, LLC— value not disclosed1
284Northstar Group, Inc.— value not disclosed1
285NewEdge Advisors, LLC— value not disclosed1
286Sowell Financial Services LLC— value not disclosed1
287Quadrature Capital Ltd— value not disclosed1
288Schonfeld Strategic Advisors LLC— value not disclosed1
289Cornerstone Wealth Management, LLC— value not disclosed1
290RITHOLTZ WEALTH MANAGEMENT— value not disclosed1
291Blueshift Asset Management, LLC— value not disclosed1
292Qube Research & Technologies Ltd— value not disclosed1
293Global Retirement Partners, LLC— value not disclosed1
294MQS Management LLC— value not disclosed1
295Y-Intercept (Hong Kong) Ltd— value not disclosed1
296Americana Partners, LLC— value not disclosed1
297Mattern Wealth Management LLC— value not disclosed1
298Aquatic Capital Management LLC— value not disclosed1
299INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC— value not disclosed1
300XTX Topco Ltd— value not disclosed1
301AlphaQuest LLC— value not disclosed1
302McElhenny Sheffield Capital Management, LLC— value not disclosed1
303Greenland Capital Management LP— value not disclosed1
304O'ROURKE & COMPANY, Inc— value not disclosed1
305Quarry LP— value not disclosed1
306TrueMark Investments, LLC— value not disclosed1
307Pine Valley Investments Ltd Liability Co— value not disclosed1
308Marex Group Ltd— value not disclosed1
309WealthCollab, LLC— value not disclosed1
310Catalina Capital Group, LLC— value not disclosed1
311Jain Global LLC— value not disclosed1
3125T Wealth, LLC— value not disclosed1
313NerdWallet Wealth Partners, LLC— value not disclosed1
314Arta Finance Wealth Management LLC— value not disclosed1
315Colter Lewis Investment Partners LLC— value not disclosed1
Truncated by Public Filings. Every one of the 264 13F filers reporting this share class for the quarter is listed. methodology §13F ↗
§ derived by Public Filings from this build's reviewed ticker-mapping holders list for this share class; that list carries each holder's share count, share change and filed date, which this table does not show, but no document links — the EDGAR link opens the filer's 13F list
n/c Newest filing in this build: 2026-07-31. Per-row filing dates are on each receipt.

Crowding — not available in this build. No holder rows for the selected period, so no percentile can be ranked.

Do the two regimes agree?

TRAILING 12M · CONGRESS vs FILERS NET
Congress net (rows)no rows
Congress net ($ bound)$0
Filers net (actions)not in build
Filers net ($ Q/Q)not in build

The filer side needs per-issuer quarter-over-quarter actions, which the published aggregate does not carry for this issuer. Convergence and divergence are stated only when both sides are computed.

Signals on GBDC

RETAINED WINDOW · ACTIVE HITS

Zero hits on GBDC in the retained window — a computed answer over every rule, not missing coverage.

Every rule, with its definition →

Planned modules for GBDC · financials and macro

Financials — as filed PLANNED

GBDC's as-reported XBRL fundamentals will appear here when the financials module passes its gates. Until then: GBDC on EDGAR ↗

Macro context PLANNED

Rates, inflation, and positioning series land here with the macro module — vintage-aware, never nowcast.

† issuer name from the SEC's present-day ticker file (company_tickers.json) — a present-day mapping, not the name as of each filing