PALMER SQUARE CAPITAL BDC IN (PSBD)
Institutional ownership reported to the SEC as of Q2 2026, across 10 quarters.
Institutions report 15,820,631 shares against 30,651,221 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 |
|---|---|---|---|---|---|
| OV Management LLC | $38.9M | 3,730,065 | 72.59% | 7q | HELD |
| 1248 Management, LLC | $34.4M | 3,186,701 | 13.47% | 7q | +7.9%+$2.5M |
| Mariner, LLC | $32.9M | 3,160,003 | 0.03% | 8q | +2.6%+$832.5K |
| First Trust Capital Management L.P. | $13.4M | 1,288,337 | 0.78% | 10q | HELD |
| Pandi, LLC | $9.5M | 911,854 | 1.44% | 7q | HELD |
| BANK OF AMERICA CORP /DE/ | $7.0M | 669,631 | 0.00% | 10q | +16.1%+$965.9K |
| Arlington Partners LLC | $5.3M | 510,344 | 9.60% | 10q | HELD |
| Bienville Capital Management, LLC | $4.6M | 425,379 | 0.62% | 9q | -19.0%-$1.1M |
| Sunesis Advisors, LLC | $3.1M | 298,959 | 1.29% | 5q | HELD |
| Hennion & Walsh Asset Management, Inc. | $2.1M | 198,062 | 0.06% | 8q | -7.4%-$165.4K |
| TWO SIGMA INVESTMENTS, LP | $1.9M | 186,517 | 0.00% | 10q | -40.0%-$1.3M |
| Opal Wealth Advisors, LLC | $1.7M | 159,240 | 0.36% | 3q | +29.7%+$379.6K |
| NewGen Asset Management Ltd | $1.6M | 154,539 | 0.66% | 2q | +109.7%+$842.5K |
| Squarepoint Ops LLC | $1.4M | 130,704 | 0.00% | new | NEW |
| Palliser Capital (UK) Ltd | $917.3K | 88,028 | 0.49% | new | NEW |
| RENAISSANCE TECHNOLOGIES LLC | $782.5K | 75,100 | 0.00% | 9q | -51.8%-$839.9K |
| Advisor OS, LLC | $664.4K | 63,761 | 0.04% | 3q | +0.6%+$4.1K |
| BlackRock, Inc. | $608.3K | 58,382 | 0.00% | 4q | +5.5%+$31.7K |
| Trexquant Investment LP | $600.5K | 57,634 | 0.00% | 5q | -11.3%-$76.5K |
| XTX Topco Ltd | $589.9K | 56,612 | 0.01% | 3q | +129.3%+$332.7K |
| CITADEL ADVISORS LLC | $541.4K | 51,962 | 0.00% | 4q | +166.3%+$338.1K |
| NOTTINGHAM ADVISORS, INC. | $472.3K | 48,686 | 0.06% | 2q | +55.9%+$169.4K |
| Clear Harbor Asset Management, LLC | $449.3K | 43,116 | 0.03% | 3q | +17.5%+$66.9K |
| Waterfront Wealth Inc. | $447.1K | 43,154 | 0.07% | 2q | +2.0%+$8.7K |
| SMH CAPITAL ADVISORS INC | $405.3K | 38,894 | 0.79% | new | NEW |
| JANE STREET GROUP, LLC | $310.4K | 29,784 | 0.00% | 4q | +87.8%+$145.1K |
| UBS Group AG | $271.5K | 26,060 | 0.00% | 10q | +388.3%+$215.9K |
| Creative Planning | $211.4K | 20,287 | 0.00% | 7q | HELD |
| MORGAN STANLEY | $204.6K | 19,639 | 0.00% | 10q | -72.5%-$538.8K |
| Catalyst Capital Advisors LLC | $202.6K | 19,447 | 0.00% | 2q | +478.3%+$167.6K |
| CONFLUENCE INVESTMENT MANAGEMENT LLC | $199.6K | 19,157 | 0.00% | 10q | -7.4%-$15.9K |
| ROYAL BANK OF CANADA | $136.0K | 13,016 | 0.00% | 10q | +11.2%+$13.7K |
| Waverly Advisors, LLC | $132.2K | 12,688 | 0.00% | 3q | HELD |
| Dorsey & Whitney Trust CO LLC | $108.9K | 10,452 | 0.01% | 10q | HELD |
| HARBOUR INVESTMENTS, INC. | $72.9K | 7,000 | 0.00% | 3q | HELD |
| Arlington Trust Co LLC | $54.2K | 5,198 | 0.00% | 9q | HELD |
| BNP PARIBAS FINANCIAL MARKETS | $12.0K | 1,153 | 0.00% | 4q | -54.3%-$14.3K |
| Global Retirement Partners, LLC | $10.8K | 1,035 | 0.00% | new | NEW |
| JONES FINANCIAL COMPANIES LLLP | $364 | 34 | 0.00% | new | NEW |
| HRT FINANCIAL LP | $297 | 28,565 | 0.00% | new | NEW |
| Caitong International Asset Management Co., Ltd | $167 | 16 | 0.00% | new | NEW |
| WELLS FARGO & COMPANY/MN | $10 | 1 | 0.00% | 9q | HELD |
Five percent filings
Anyone crossing 5% of a company must say so within days - far sooner than the next quarterly holdings report. A 13D declares an intent to influence the company; a 13G is the passive version. See all activist filings →
| Filed | Form | Filer | % of class |
|---|---|---|---|
| 2026-07-02 | 13G/A | Alaris Master Fund LPwith 1 co-filers | 4.9% |
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 | 41 | $166.2M | 15,820,631 | 6 | 16 | 8 | 0.0% |
| Q1 2026 | 46 | $162.4M | 16,438,861 | 9 | 11 | 13 | 0.0% |
| Q4 2025 | 46 | $201.3M | 16,345,770 | 10 | 11 | 12 | 0.0% |
| Q3 2025 | 39 | $199.6M | 16,124,060 | 11 | 8 | 8 | 0.0% |
| Q2 2025 | 30 | $232.0M | 16,502,675 | 2 | 8 | 11 | 0.0% |
| Q1 2025 | 34 | $228.7M | 17,052,890 | 7 | 17 | 4 | 0.0% |
| Q4 2024 | 32 | $209.2M | 13,672,829 | 3 | 15 | 8 | 0.0% |
| Q3 2024 | 28 | $83.9M | 5,137,496 | 5 | 11 | 10 | 0.0% |
| Q2 2024 | 27 | $50.4M | 3,121,043 | 6 | 6 | 12 | 0.0% |
| Q1 2024 | 23 | $53.8M | 3,305,254 | 22 | 0 | 0 | 0.0% |