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 2026-09-14 13:21 UTCno price data — a disclosure record, not a chart

David P. Joyce · $15.0K–$50.0K

Sale · 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
Filed ▾MemberSide · OwnerTraded · LagAmountRange · FlagsSrc
2024-08-06David P. Joyce R–OH-14Sale · partial (partial sale)Traded 2023-06-30 LATE·403d$1K–$15K
2024-08-06David P. Joyce R–OH-14Sale · partial (partial sale)Traded 2023-06-19 LATE·414d$15K–$50K
2024-08-06David P. Joyce R–OH-14SaleTraded 2022-07-14 LATE·754d$15K–$50K
2024-08-06David P. Joyce R–OH-14SaleTraded 2022-07-12 LATE·756d$15K–$50K
2022-12-07Teresa Leger Fernandez D–NM-3SaleTraded 2021-01-20 LATE·686d$15K–$50K
Traded → filed dates on every rowEach 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 2026-09-14

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 2026-06-16 → 2026-09-14 · 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 · Congress rows date by filing, 13F rows by quarter end · 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
#FilerValue ▾SecuritiesFlagsSrc
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$01
266BARCLAYS PLC$01
267COMERICA BANK$01
268NATIONAL BANK OF CANADA /FI/$01
269MILLENNIUM MANAGEMENT LLC$01
270CIBC Private Wealth Group LLC$01
271Essex Financial Services, Inc.$01
272Allen Investment Management, LLC$01
273ASSETMARK, INC$01
274Magnetar Financial LLC$01
275GSA CAPITAL PARTNERS LLP$01
276Hudson Bay Capital Management LP$01
277CAPSTONE INVESTMENT ADVISORS, LLC$01
278RIVERNORTH CAPITAL MANAGEMENT, LLC$01
279TWO SIGMA ADVISERS, LP$01
280New Vernon Capital Holdings II LLC$01
281Point72 Asset Management, L.P.$01
282Ironsides Asset Advisors, LLC$01
283Merit Financial Group, LLC$01
284Northstar Group, Inc.$01
285NewEdge Advisors, LLC$01
286Sowell Financial Services LLC$01
287Quadrature Capital Ltd$01
288Schonfeld Strategic Advisors LLC$01
289Cornerstone Wealth Management, LLC$01
290RITHOLTZ WEALTH MANAGEMENT$01
291Blueshift Asset Management, LLC$01
292Qube Research & Technologies Ltd$01
293Global Retirement Partners, LLC$01
294MQS Management LLC$01
295Y-Intercept (Hong Kong) Ltd$01
296Americana Partners, LLC$01
297Mattern Wealth Management LLC$01
298Aquatic Capital Management LLC$01
299INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC$01
300XTX Topco Ltd$01
301AlphaQuest LLC$01
302McElhenny Sheffield Capital Management, LLC$01
303Greenland Capital Management LP$01
304O'ROURKE & COMPANY, Inc$01
305Quarry LP$01
306TrueMark Investments, LLC$01
307Pine Valley Investments Ltd Liability Co$01
308Marex Group Ltd$01
309WealthCollab, LLC$01
310Catalina Capital Group, LLC$01
311Jain Global LLC$01
3125T Wealth, LLC$01
313NerdWallet Wealth Partners, LLC$01
314Arta Finance Wealth Management LLC$01
315Colter Lewis Investment Partners LLC$01
Truncated by Public Filings. The published aggregate ranks the top 315 holders per issuer — a build parameter of the Public Filings aggregation, not a census. Rows beyond it exist in individual filings on EDGAR. methodology §13F ↗
§ derived by Public Filings from the published aggregate (agg_issuer_top_holders); per-filer filed dates, share counts and document links are not in the published aggregate — 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