GOLDMAN SACHS BDC INC (GSBD)
Institutional ownership reported to the SEC as of Q2 2026, across 31 quarters.
200
Reporting holders
$484.2M
Reported value
45.3%
Of shares outstanding
0.2%
Held as options
+6
Holder change
Institutions report 50,958,211 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.
Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.
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 | HELD |
| OSAIC HOLDINGS, INC. | $5.3M | 561,573 | 0.01% | 26q | +124.4%+$3.0M |
| Coppell Advisory Solutions LLC | $5.1M | 446 | 0.42% | new | 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 | 356,070 | 0.00% | 21q | HELD |
| TRANSCEND CAPITAL ADVISORS, LLC | $3.4M | 356,959 | 0.23% | 6q | -9.2%-$343.3K |
| 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 | -43.0%-$1.9M |
| 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 |
| Corient Private Wealth LP | $2.1M | 216,287 | 0.00% | 15q | +93.3%+$989.6K |
| 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 | -46.8%-$1.4M |
| 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 |
| 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 |
| DENALI ADVISORS LLC | $1.0M | 105,680 | 0.10% | 8q | -5.4%-$56.9K |
| 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 | 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 |
| 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 |
| Crestwood Advisors Group, LLC | $312.6K | 32,975 | 0.00% | new | NEW |
| Parallel Advisors, LLC | $312.4K | 32,956 | 0.00% | 23q | +6.6%+$19.2K |
| INDEPENDENT FINANCIAL GROUP, LLC | $294.5K | 31,068 | 0.01% | 6q | -44.7%-$237.9K |
| Caption Management, LLC | $294.5K | 31,065 | 0.00% | 3q | -58.3%-$412.3K |
| COMMONWEALTH EQUITY SERVICES, LLC | $290.4K | 30,633 | 0.00% | 22q | -35.0%-$156.3K |
Showing the largest 100 of 211 reported holders.
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 |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 200 | $484.2M | 50,958,211 | 34 | 54 | 51 | 0.2% |
| Q1 2026 | 194 | $368.9M | 40,420,669 | 35 | 47 | 66 | 2.6% |
| Q4 2025 | 198 | $335.3M | 34,916,163 | 35 | 44 | 66 | 3.2% |
| Q3 2025 | 199 | $331.5M | 32,459,641 | 21 | 61 | 50 | 0.1% |
| Q2 2025 | 210 | $380.9M | 33,510,766 | 23 | 71 | 57 | 0.9% |
| Q1 2025 | 212 | $369.5M | 31,429,557 | 24 | 77 | 56 | 1.1% |
| Q4 2024 | 219 | $360.9M | 29,597,557 | 34 | 68 | 51 | 0.3% |
| Q3 2024 | 191 | $396.2M | 28,699,821 | 17 | 60 | 52 | 0.3% |
| Q2 2024 | 198 | $467.7M | 30,918,816 | 26 | 54 | 53 | 0.6% |
| Q1 2024 | 191 | $558.5M | 37,107,493 | 31 | 57 | 40 | 0.4% |
| Q4 2023 | 191 | $472.7M | 32,172,672 | 18 | 55 | 53 | 0.2% |
| Q3 2023 | 186 | $407.3M | 27,929,405 | 22 | 48 | 54 | 0.2% |
| Q2 2023 | 176 | $390.4M | 28,021,948 | 13 | 44 | 51 | 0.5% |
| Q1 2023 | 186 | $379.6M | 27,672,873 | 23 | 53 | 53 | 0.5% |
| Q4 2022 | 169 | $351.7M | 25,510,934 | 26 | 46 | 50 | 0.5% |
| Q3 2022 | 187 | $430.6M | 29,409,631 | 12 | 58 | 48 | 1.0% |
| Q2 2022 | 200 | $503.9M | 29,674,960 | 19 | 49 | 51 | 1.0% |
| Q1 2022 | 190 | $592.0M | 29,971,486 | 27 | 64 | 38 | 0.6% |
| Q4 2021 | 186 | $526.5M | 27,338,488 | 30 | 48 | 42 | 0.5% |
| Q3 2021 | 159 | $499.7M | 27,138,478 | 20 | 85 | 26 | 0.1% |
| Q2 2021 | 155 | $455.6M | 23,246,509 | 32 | 74 | 24 | 0.0% |
| Q1 2021 | 143 | $387.0M | 20,017,320 | 42 | 47 | 21 | 0.0% |
| Q4 2020 | 109 | $316.4M | 16,545,988 | 28 | 29 | 26 | 0.0% |
| Q3 2020 | 91 | $217.5M | 14,462,809 | 11 | 24 | 28 | 0.0% |
| Q2 2020 | 90 | $237.6M | 14,642,412 | 7 | 35 | 24 | 0.0% |
| Q1 2020 | 99 | $170.2M | 13,800,770 | 17 | 29 | 31 | 0.0% |
| Q4 2019 | 99 | $304.5M | 14,324,577 | 19 | 31 | 22 | 0.0% |
| Q3 2019 | 80 | $285.6M | 14,216,906 | 9 | 25 | 25 | 0.0% |
| Q2 2019 | 78 | $284.1M | 14,443,274 | 9 | 22 | 25 | 0.0% |
| Q1 2019 | 80 | $294.7M | 14,348,270 | 9 | 32 | 18 | 0.0% |
| Q4 2018 | 83 | $267.1M | 14,530,150 | 3 | 1 | 1 | 0.0% |