Vault-13

GOLDMAN SACHS BDC INC GSBD

SHS · Common Stock · CUSIP 38147U107

228 institutional holders -10 vs Q4 2024
35,233,40735.2m shares reported held*
30.0% of all shares outstanding*
$410.1mreported value*
24 new 87 added 62 reduced 31 sold out net bought ≈ $23.5m (+2.0m shares)

* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once. Holder counts are more reliable. Shares outstanding: 117.3m as of 2025-02-27, from the company's own SEC filing; the percentage can still exceed 100%: lent-out shares are counted by the lender and the buyer, and some reports overlap without saying so. Implied quarter-end price ≈ $11.64. Options: 4 managers hold calls ($402.0k notional), 6 hold puts ($4.0m).

Trends to Q1 2025

Institutional holders

Managers reporting a position, each quarter

0100200300Q3 22: 189Q4 22: 209Q1 23: 214Q2 23: 205Q3 23: 211Q4 23: 214Q1 24: 210Q2 24: 216Q3 24: 203Q4 24: 238Q1 25: 228228Q3 22Q1 23Q3 23Q1 24Q3 24Q1 25
Numbers
QuarterHolders
Q3 2022189
Q4 2022209
Q1 2023214
Q2 2023205
Q3 2023211
Q4 2023214
Q1 2024210
Q2 2024216
Q3 2024203
Q4 2024238
Q1 2025228

Buyers vs sellers

Managers adding to or starting a position, vs cutting or selling out

Bought or addedCut or sold out
2000200Q2 23: 78 bought or addedQ2 23: 87 cut or sold outQ3 23: 91 bought or addedQ3 23: 79 cut or sold outQ3 23Q4 23: 87 bought or addedQ4 23: 88 cut or sold outQ1 24: 101 bought or addedQ1 24: 80 cut or sold outQ1 24Q2 24: 93 bought or addedQ2 24: 82 cut or sold outQ3 24: 89 bought or addedQ3 24: 88 cut or sold outQ3 24Q4 24: 118 bought or addedQ4 24: 75 cut or sold outQ1 25: 111 bought or addedQ1 25: 93 cut or sold outQ1 25
Numbers
QuarterBought or addedCut or sold out
Q2 20237887
Q3 20239179
Q4 20238788
Q1 202410180
Q2 20249382
Q3 20248988
Q4 202411875
Q1 202511193

Calls vs puts

Options held, notional value, last 4 quarters. P/C = puts ÷ calls

CallsPuts
$0$1m$2m$3m$4mQ2 24 calls: $3.3mQ2 24 puts: $169.3kQ2 24P/C 0.05Q3 24 calls: $1.1mQ3 24 puts: $124.7kQ3 24P/C 0.12Q4 24 calls: $219.3kQ4 24 puts: $1.2mQ4 24P/C 5.45Q1 25 calls: $402.0kQ1 25 puts: $4.0mQ1 25P/C 9.83
Numbers
QuarterCallsPutsP/C
Q2 2024$3.3m$169.3k0.05
Q3 2024$1.1m$124.7k0.12
Q4 2024$219.3k$1.2m5.45
Q1 2025$402.0k$4.0m9.83

Biggest buyers

Generali Asset Management SPA SGR Added +1,098,252+1.1m
UBS Group AG Added +507,712+507.7k
ARES MANAGEMENT LLC New +461,984+462.0k
North Ground Capital Added +231,205+231.2k
BI Asset Management Fondsmaeglerselskab A/S Added +193,186+193.2k
Balyasny Asset Management L.P. Added +184,662+184.7k
WELLS FARGO & COMPANY/MN Added +182,165+182.2k
MORGAN STANLEY Added +174,275+174.3k
LOOMIS SAYLES & CO L P New +140,000+140.0k
TRANSCEND CAPITAL ADVISORS, LLC New +136,541+136.5k

Biggest sellers

Advisors Capital Management, LLC Reduced -350,303-350.3k
Arcus Capital Partners, LLC Reduced -331,255-331.3k
MARSHALL WACE, LLP Sold out -323,209-323.2k
Invesco Ltd. Reduced -217,549-217.5k
SHIKIAR ASSET MANAGEMENT INC Reduced -166,300-166.3k
Jefferies Financial Group Inc. Sold out -139,673-139.7k
Alpine Global Management, LLC Sold out -133,848-133.8k
VAN ECK ASSOCIATES CORP Reduced -132,497-132.5k
Creative Planning Reduced -103,880-103.9k
Qube Research & Technologies Ltd Reduced -91,592-91.6k

Biggest calls

CITADEL ADVISORS LLC Added $162.8k14.0k shares
SIMPLEX TRADING, LLC Added $131.0k11.3k shares
GROUP ONE TRADING LLC Added $108.2k9.3k shares
CONCOURSE FINANCIAL GROUP SECURITIES, INC. Unchanged $00 shares

Biggest puts

SUSQUEHANNA INTERNATIONAL GROUP, LLP Added $2.3m195.4k shares
CITADEL ADVISORS LLC Added $1.3m110.5k shares
GROUP ONE TRADING LLC Added $309.4k26.6k shares
SIMPLEX TRADING, LLC Reduced $79.0k6.8k shares
Quaker Wealth Management, LLC First filing $5.8k500 shares
CONCOURSE FINANCIAL GROUP SECURITIES, INC. Unchanged $00 shares

Options at notional value: the value of the shares the contracts control, as filers report them, not what the options cost. Not included in the holders, shares or buying above.

Insider purchases and sales in Q1 2025

Shares bought or sold by the company's own officers, directors and 10% owners, in the open market or privately, as they reported to the SEC on Form 4 (due within two business days of the trade). Grants, option exercises, shares withheld for tax and gifts aren't included.

Officers and directors buying vs selling

Number of people, by quarter (10% owners not included)

BuyingSelling
101Q2 23: 1 buyingQ2 23: 0 sellingQ3 23: 0 buyingQ3 23: 0 sellingQ3 23Q4 23: 0 buyingQ4 23: 0 sellingQ1 24: 0 buyingQ1 24: 0 sellingQ1 24Q2 24: 0 buyingQ2 24: 0 sellingQ3 24: 0 buyingQ3 24: 0 sellingQ3 24Q4 24: 0 buyingQ4 24: 1 sellingQ1 25: 0 buyingQ1 25: 0 sellingQ1 25
Numbers
QuarterBuyingBoughtSellingSoldSold under a plan
Q2 20231$263.2k0——
Q3 20230—0——
Q4 20230—0——
Q1 20240—0——
Q2 20240—0——
Q3 20240—0——
Q4 20240—1$16.1k—
Q1 20250—0——

None reported in Q1 2025.

Holders, Q1 2025

#ManagerLocationShares Value% of their portfolioChangeShares change
1 GOLDMAN SACHS GROUP INC 0.01% of their portfolio NEW YORK, NY 6,511,3556.5m $75.7m $75.7m 0.01% Unchanged
2 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 3,170,2853.2m $36.9m $36.9m 0.00% Added +174.3k +174,275
3 VAN ECK ASSOCIATES CORP 0.04% of their portfolio NEW YORK, NY 2,600,2882.6m $30.2m $30.2m 0.04% Reduced -132.5k -132,497
4 Generali Asset Management SPA SGR 0.62% of their portfolio TRIESTE, L6 2,162,6192.2m $25.2m $25.2m 0.62% Added +1.1m +1,098,252
5 UBS Group AG 0.00% of their portfolio ZURICH, V8 1,043,0191.0m $12.1m $12.1m 0.00% Added +507.7k +507,712
6 Invesco Ltd. 0.00% of their portfolio ATLANTA, GA 877,940877.9k $10.2m $10.2m 0.00% Reduced -217.5k -217,549
7 BANK OF AMERICA CORP /DE/ 0.00% of their portfolio CHARLOTTE, NC 825,590825.6k $9.6m $9.6m 0.00% Added +108.5k +108,487
8 Qube Research & Technologies Ltd 0.01% of their portfolio LONDON, X0 813,815813.8k $9.5m $9.5m 0.01% Reduced -91.6k -91,592
9 Legal & General Group Plc 0.00% of their portfolio London, X0 780,786780.8k $9.1m $9.1m 0.00% Added +7.1k +7,062
10 RAYMOND JAMES FINANCIAL INC 0.00% of their portfolio ST. PETERSBURG, FL 683,271683.3k $7.9m $7.9m 0.00% Added +12.7k +12,701
11 BlackRock, Inc. 0.00% of their portfolio New York, NY 510,693510.7k $5.9m $5.9m 0.00% Added +3.8k +3,802
12 WELLS FARGO & COMPANY/MN 0.00% of their portfolio SAN FRANCISCO, CA 509,787509.8k $5.9m $5.9m 0.00% Added +182.2k +182,165
13 ARES MANAGEMENT LLC 0.33% of their portfolio LOS ANGELES, CA 461,984462.0k $5.4m $5.4m 0.33% New
14 Muzinich & Co., Inc. 3.09% of their portfolio NEW YORK, NY 434,147434.1k $5.0m $5.0m 3.09% Added +38.8k +38,845
15 Advisors Capital Management, LLC 0.08% of their portfolio RIDGEWOOD, NJ 424,732424.7k $4.9m $4.9m 0.08% Reduced -350.3k -350,303
16 Sumitomo Mitsui Trust Group, Inc. 0.00% of their portfolio CHIYODA-KU, TOKYO, M0 418,070418.1k $4.9m $4.9m 0.00% Added +30.2k +30,172
17 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 391,274391.3k $4.6m $4.6m 0.00% Added +97.8k +97,783
18 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 368,236368.2k $4.3m $4.3m 0.00% Reduced -47.0k -47,004
19 Meridian Wealth Management, LLC 0.18% of their portfolio LEXINGTON, KY 313,291313.3k $3.6m $3.6m 0.18% Added +34.8k +34,833
20 Trexquant Investment LP 0.04% of their portfolio STAMFORD, CT 305,734305.7k $3.6m $3.6m 0.04% Reduced -44.2k -44,193
21 HighTower Advisors, LLC 0.00% of their portfolio CHICAGO, IL 287,978288.0k $3.3m $3.3m 0.00% Added +100.3k +100,283
22 SHIKIAR ASSET MANAGEMENT INC 0.99% of their portfolio NEW YORK, NY 283,790283.8k $3.3m $3.3m 0.99% Reduced -166.3k -166,300
23 North Ground Capital 3.05% of their portfolio Cohasset, MA 280,000280.0k $3.0m $3.0m 3.05% Added +231.2k +231,205
24 COMMONWEALTH EQUITY SERVICES, LLC 0.00% of their portfolio WALTHAM, MA 272,532272.5k $3.2m $3.2m 0.00% Added +95.5k +95,496
25 Adams Asset Advisors, LLC 0.43% of their portfolio DALLAS, TX 268,593268.6k $3.1m $3.1m 0.43% Added +6.3k +6,259
26 Hennion & Walsh Asset Management, Inc. 0.14% of their portfolio Parsippany, NJ 266,665266.7k $3.1m $3.1m 0.14% Reduced -16.8k -16,827
27 SAGE RHINO CAPITAL LLC 0.71% of their portfolio MENLO PARK, CA 263,785263.8k $3.1m $3.1m 0.71% Added +11.4k +11,450
28 ICON ADVISERS INC/CO 0.69% of their portfolio GREENWOOD VILLAGE, CO 255,560255.6k $3.0m $3.0m 0.69% Reduced -36.3k -36,343
29 Stratos Wealth Partners, LTD. 0.04% of their portfolio BEACHWOOD, OH 248,793248.8k $2.9m $2.9m 0.04% Reduced -15.1k -15,138
30 Creative Planning 0.00% of their portfolio OVERLAND PARK, KS 244,734244.7k $2.8m $2.8m 0.00% Reduced -103.9k -103,880
31 First National Trust Co 0.10% of their portfolio Johnstown, PA 221,483221.5k $2.6m $2.6m 0.10% Unchanged
32 GraniteShares Advisors LLC 1.63% of their portfolio NEW YORK, NY 219,550219.6k $2.6m $2.6m 1.63% Added +13.3k +13,310
33 Balyasny Asset Management L.P. 0.01% of their portfolio Chicago, IL 215,262215.3k $2.5m $2.5m 0.01% Added +184.7k +184,662
34 Quadrant Private Wealth Management, LLC 0.62% of their portfolio Center Valley, PA 206,279206.3k $2.5m $2.5m 0.62% Added +24.0k +24,000
35 Round Rock Advisors LLC 0.44% of their portfolio WILTON, CT 205,876205.9k $2.4m $2.4m 0.44% Added +130.9k +130,936
36 BI Asset Management Fondsmaeglerselskab A/S 0.03% of their portfolio KOBENHAVN, G7 199,174199.2k $2.3m $2.3m 0.03% Added +193.2k +193,186
37 OSAIC HOLDINGS, INC. 0.00% of their portfolio SCOTTSDALE, AZ 188,674188.7k $2.2m $2.2m 0.00% Added +9.8k +9,825
38 GREAT LAKES ADVISORS, LLC 0.02% of their portfolio CHICAGO, IL 177,915177.9k $2.1m $2.1m 0.02% Reduced -29.7k -29,657
39 CONFLUENCE INVESTMENT MANAGEMENT LLC 0.03% of their portfolio ST. LOUIS, MO 175,783175.8k $2.0m $2.0m 0.03% Reduced -16.4k -16,366
40 DENALI ADVISORS LLC 0.23% of their portfolio SAN DIEGO, CA 170,452170.5k $2.0m $2.0m 0.23% Added +18.2k +18,175
41 LPL Financial LLC 0.00% of their portfolio FORT MILL, SC 169,397169.4k $2.0m $2.0m 0.00% Added +25.1k +25,062
42 Lido Advisors, LLC 0.01% of their portfolio Los Angeles, CA 160,516160.5k $1.9m $1.9m 0.01% Added +6.1k +6,100
43 Capital Market Strategies LLC 1.16% of their portfolio PALM BEACH GARDENS, FL 148,903148.9k $1.7m $1.7m 1.16% Added +10.9k +10,910
44 Naviter Wealth, LLC 0.22% of their portfolio LITTLE ROCK, AR 147,450147.4k $1.8m $1.8m 0.22% Added +11.9k +11,922
45 SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio BALA CYNWYD, PA 141,616141.6k $1.6m $1.6m 0.00% Added +111.4k +111,366
46 LOOMIS SAYLES & CO L P 0.00% of their portfolio BOSTON, MA 140,000140.0k $1.6m $1.6m 0.00% New
47 TRANSCEND CAPITAL ADVISORS, LLC 0.11% of their portfolio MADISON, NJ 136,541136.5k $1.6m $1.6m 0.11% New
48 Merit Financial Group, LLC 0.02% of their portfolio ALPHARETTA, GA 135,444135.4k $1.6m $1.6m 0.02% Unchanged
49 United Advisor Group, LLC 0.32% of their portfolio CINCINNATI, OH 132,979133.0k $1.5m $1.5m 0.32% Added +3.0k +2,990
50 ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio Berwyn, PA 125,142125.1k $1.5m $1.5m 0.00% Added +24.7k +24,687
51 AMERIPRISE FINANCIAL INC 0.00% of their portfolio MINNEAPOLIS, MN 124,581124.6k $1.4m $1.4m 0.00% Reduced -435 -435
52 Advisors Asset Management, Inc. 0.02% of their portfolio Monument, CO 111,427111.4k $1.3m $1.3m 0.02% Reduced -53 -53
53 CANADA LIFE ASSURANCE Co 0.00% of their portfolio WINNIPEG, A2 111,024111.0k $1.3m $1.3m 0.00% Added +19.7k +19,653
54 Virtus Investment Advisers, LLC 0.35% of their portfolio HARTFORD, CT 109,637109.6k $1.3m $1.3m 0.35% New
55 Garner Asset Management Corp 0.55% of their portfolio PLANO, TX 106,972107.0k $1.2m $1.2m 0.55% New
56 PURSUE WEALTH PARTNERS LLC 0.75% of their portfolio ALAMO, CA 106,182106.2k $1.2m $1.2m 0.75% Reduced -53.9k -53,890
57 Corient Private Wealth LP 0.00% of their portfolio MIAMI, FL 105,950106.0k $1.2m $1.2m 0.00% Reduced -14.5k -14,506
58 UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% of their portfolio NEW YORK, NY 105,800105.8k $1.2m $1.2m 0.00% New
59 Privium Fund Management (UK) Ltd 0.95% of their portfolio LONDON, X0 105,800105.8k $1.2m $1.2m 0.95% Added +5.8k +5,800
60 BNP PARIBAS FINANCIAL MARKETS 0.00% of their portfolio PARIS, I0 102,302102.3k $1.2m $1.2m 0.00% First filing
61 Investment Partners Asset Management, Inc. 0.93% of their portfolio METUCHEN, NJ 102,300102.3k $1.2m $1.2m 0.93% Reduced -12.4k -12,391
62 JANE STREET GROUP, LLC 0.00% of their portfolio NEW YORK, NY 100,730100.7k $1.2m $1.2m 0.00% Reduced -31.4k -31,422
63 Maia Wealth LLC 0.23% of their portfolio DENVER, CO 100,080100.1k $1.0m $1.0m 0.23% Added +6.2k +6,209
64 MILLENNIUM MANAGEMENT LLC 0.00% of their portfolio NEW YORK, NY 99,67599.7k $1.2m $1.2m 0.00% Added +43.4k +43,364
65 Garde Capital, Inc. 0.07% of their portfolio SEATTLE, WA 99,50099.5k $1.2m $1.2m 0.07% New
66 Autumn Glory Partners, LLC 0.56% of their portfolio DALLAS, TX 96,94396.9k $1.1m $1.1m 0.56% Unchanged
67 INDEPENDENT FINANCIAL GROUP, LLC 0.04% of their portfolio SAN DIEGO, CA 90,94090.9k $1.1m $1.1m 0.04% Reduced -100 -100
68 Cohen Capital Management, Inc. 0.18% of their portfolio CORTE MADERA, CA 89,65189.7k $1.0m $1.0m 0.18% Added +7 +7
69 Arkadios Wealth Advisors 0.04% of their portfolio ATLANTA, GA 84,37884.4k $981.3k $981.3k 0.04% Added +9.3k +9,325
70 Stiles Financial Services Inc 0.38% of their portfolio EDINA, MN 84,08384.1k $977.9k $977.9k 0.38% Added +52.4k +52,406
71 Fort Point Capital Partners LLC 0.11% of their portfolio San Francisco, CA 81,92581.9k $952.8k $952.8k 0.11% Unchanged
72 J.W. COLE ADVISORS, INC. 0.03% of their portfolio TAMPA, FL 79,71179.7k $927.0k $927.0k 0.03% Added +19.7k +19,723
73 Cetera Investment Advisers 0.00% of their portfolio SCHAUMBURG, IL 77,68277.7k $903.4k $903.4k 0.00% Added +5.3k +5,323
74 Zuckerman Investment Group, LLC 0.10% of their portfolio CHICAGO, IL 77,00077.0k $895.5k $895.5k 0.10% Reduced -13.0k -13,000
75 PFG Investments, LLC 0.06% of their portfolio WOODBURY, NY 73,88373.9k $859.3k $859.3k 0.06% Added +18.6k +18,633
76 Arcus Capital Partners, LLC 0.33% of their portfolio ATLANTA, GA 70,11470.1k $815.4k $815.4k 0.33% Reduced -331.3k -331,255
77 HB Wealth Management, LLC 0.01% of their portfolio Atlanta, GA 67,26867.3k $782.3k $782.3k 0.01% Added +29.3k +29,296
78 OLYMPUS WEALTH MANAGEMENT, LLC 0.32% of their portfolio COTTONWOOD HEIGHTS, UT 62,32862.3k $724.9k $724.9k 0.32% Unchanged
79 Rockefeller Capital Management L.P. 0.00% of their portfolio NEW YORK, NY 61,53661.5k $715.7k $715.7k 0.00% Reduced -85.2k -85,222
80 KRAEMATON INVESTMENT ADVISORS, INC 0.71% of their portfolio BRAINTREE, MA 60,36260.4k $702.0k $702.0k 0.71% Reduced -6.8k -6,786
81 PENSION & WEALTH MANAGEMENT ADVISORS, INC. 0.26% of their portfolio WALTHAM, MA 59,36659.4k $690.4k $690.4k 0.26% Added +2.6k +2,617
82 TOWNSQUARE CAPITAL LLC 0.01% of their portfolio Lehi, UT 59,29159.3k $689.6k $689.6k 0.01% Added +6.5k +6,536
83 MQS Management LLC 0.39% of their portfolio NEW YORK, NY 57,82357.8k $672.5k $672.5k 0.39% New
84 Steward Partners Investment Advisory, LLC 0.01% of their portfolio STAMFORD, CT 56,50456.5k $657.1k $657.1k 0.01% Reduced -79.8k -79,811
85 Mandatum Life Insurance Co Ltd 0.20% of their portfolio HELSINKI, H9 56,37156.4k $655.6k $655.6k 0.20% Added +14.7k +14,696
86 Y-Intercept (Hong Kong) Ltd 0.04% of their portfolio HONG KONG, K3 55,89655.9k $650.1k $650.1k 0.04% Added +15.8k +15,792
87 Bravias Capital Group, LLC 0.52% of their portfolio ISELIN, NJ 55,26855.3k $642.8k $642.8k 0.52% Reduced -300 -300
88 MML INVESTORS SERVICES, LLC 0.00% of their portfolio SPRINGFIELD, MA 53,95554.0k $627.0k $627.0k 0.00% Reduced -829 -829
89 Texas Yale Capital Corp. 0.03% of their portfolio ST. PETERSBURG, FL 53,31453.3k $620.0k $620.0k 0.03% Added +23.0k +22,980
90 Private Advisor Group, LLC 0.00% of their portfolio MORRISTOWN, NJ 52,34152.3k $608.7k $608.7k 0.00% Added +10.6k +10,639
91 COLUMBIA ADVISORY PARTNERS LLC 0.52% of their portfolio SPOKANE, WA 51,64751.6k $600.7k $600.7k 0.52% Added +33.2k +33,188
92 Icon Wealth Advisors, LLC 0.05% of their portfolio HOUSTON, TX 49,76549.8k $578.8k $578.8k 0.05% New
93 Financial Alternatives, Inc 0.40% of their portfolio LA JOLLA, CA 47,85747.9k $556.6k $556.6k 0.40% Reduced -5.6k -5,570
94 AXXCESS WEALTH MANAGEMENT, LLC 0.02% of their portfolio CARLSBAD, CA 47,24547.2k $549.5k $549.5k 0.02% Unchanged
95 Apollon Wealth Management, LLC 0.01% of their portfolio MOUNT PLEASANT, SC 46,46546.5k $540.4k $540.4k 0.01% Added +17.7k +17,725
96 Parallel Advisors, LLC 0.01% of their portfolio SAN FRANCISCO, CA 45,20045.2k $525.7k $525.7k 0.01% Reduced -11.8k -11,802
97 Founders Financial Alliance, LLC 0.12% of their portfolio RALEIGH, NC 41,10441.1k $478.0k $478.0k 0.12% Added +3.6k +3,609
98 BALDWIN WEALTH PARTNERS LLC/MA 0.03% of their portfolio Marion, MA 40,95441.0k $476.3k $476.3k 0.03% Added +801 +801
99 WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 0.00% of their portfolio PLYMOUTH, MN 39,53839.5k $459.8k $459.8k 0.00% New
100 Cubist Systematic Strategies, LLC 0.01% of their portfolio STAMFORD, CT 38,95839.0k $453.1k $453.1k 0.01% Added +20.6k +20,575