Goldman Sachs BDC, Inc.: which funds bought and sold
Institutions that bought and sold Goldman Sachs BDC shares in Q2 2026, from the holdings they reported to the SEC on Form 13F for March 31, 2026 and June 30, 2026.
Between March 31, 2026 and June 30, 2026, 99 institutions that filed 13F reports for both quarters added to or opened positions in Goldman Sachs BDC, and 86 cut or closed them. Together they added a net 8.8M shares, +20.6% on what they held at the start of the quarter. Active managers and hedge funds on our list were net buyers of 313K shares (+38.6%); index fund managers were net buyers of 13K shares (+2.0%). 36 opened a new position and 29 sold out entirely.
Bought, Q2 2026 99 institutions, 36 of them new holders Sold, Q2 2026 86 institutions, 29 of them sold out
Net change, all compared +8.8M shares (+20.6%)
Net change, active managers +313K shares (+38.6%), 5 bought, 6 sold
Buyers versus sellers
99 bought 45 86 sold
Active managers and hedge funds 5 bought · 6 sold · +313K
Index fund managers 2 bought · 2 sold · +13K
Other institutions 92 bought · 78 sold · +8.5M
Biggest buyers
| Institution | Change in shares | Shares June 30, 2026 | Value |
|---|---|---|---|
| Lunate Capital Ltd | +2.2M New position | 2.2M | $20.8M |
| Lalia Capital, LLC | +1.2M New position | 1.2M | $11.3M |
| Morgan Stanley | +1.1M +29.9% | 4.7M | $44.7M |
| Ares Management LLC | +976K +45.0% | 3.1M | $29.8M |
| Envestnet Asset Management Inc | +625K New position | 625K | $5.9M |
| Columbus Macro, LLC | +620K New position | 620K | $5.9M |
| Cetera Investment Advisers | +611K +715.2% | 696K | $6.6M |
| Van Eck Associates Corp | +608K +29.4% | 2.7M | $25.4M |
| Citadel Advisors LLC Hedge fund | +356K New position | 356K | $3.4M |
| Osaic Holdings, Inc. | +311K +124.4% | 562K | $5.3M |
| Janney Montgomery Scott LLC | +311K +1830.6% | 328K | $3.1M |
| Callodine Capital Management, LP | +250K New position | 250K | $2.4M |
| Victory Capital Management Inc Active manager | +227K +84.3% | 497K | $4.7M |
| Privium Fund Management (UK) Ltd | +216K New position | 216K | $2.1M |
| Private Management Group Inc | +175K +3.5% | 5.2M | $49.1M |
| Bank Of America Corp | +150K +15.0% | 1.1M | $10.9M |
| Global Wealth Management Investment Advisory, Inc. | +112K New position | 112K | $1.1M |
| Xtx Topco Ltd | +88K New position | 88K | $837,274 |
| Freegulliver LLC | +73K New position | 73K | $688,836 |
| Naviter Wealth, LLC | +70K +38.1% | 253K | $2.5M |
| Institution | Change in shares | Shares June 30, 2026 | Value |
|---|---|---|---|
| Citadel Advisors LLC Hedge fund | +356K New position | 356K | $3.4M |
| Victory Capital Management Inc Active manager | +227K +84.3% | 497K | $4.7M |
| Brown Advisory Inc Active manager | +25K +65.4% | 63K | $599,127 |
| AQR Capital Management LLC Hedge fund | +15K New position | 15K | $143,451 |
| Quantbot Technologies LP Hedge fund | +2,813 New position | 2,813 | $26,667 |
Biggest sellers
| Institution | Change in shares | Shares June 30, 2026 | Value |
|---|---|---|---|
| Hightower Advisors, LLC | −438K −84.2% | 82K | $780,392 |
| First National Trust Co | −311K Sold out | 0 | — |
| Bi Asset Management Fondsmaeglerselskab A/S | −302K −82.8% | 63K | $595,000 |
| Trexquant Investment LP Hedge fund | −183K Sold out | 0 | — |
| Adams Asset Advisors, LLC | −147K −39.3% | 228K | $2.2M |
| Jane Street Group, LLC | −109K Sold out | 0 | — |
| Maia Wealth LLC | −96K Sold out | 0 | — |
| Pension & Wealth Management Advisors, Inc. | −91K −34.7% | 171K | $1.6M |
| Russell Investments Group, Ltd. | −85K −26.5% | 236K | $2.2M |
| LPL Financial LLC | −65K −30.0% | 151K | $1.4M |
| Creative Planning | −56K −38.4% | 91K | $860,374 |
| Y-Intercept (Hong Kong) Ltd | −53K Sold out | 0 | — |
| Exoduspoint Capital Management, LP Hedge fund | −46K Sold out | 0 | — |
| Caption Management, LLC | −43K −58.3% | 31K | $294,496 |
| Sage Rhino Capital LLC | −43K Sold out | 0 | — |
| Brevan Howard Capital Management LP Hedge fund | −41K −64.1% | 23K | $217,993 |
| Lido Advisors, LLC | −39K −19.3% | 165K | $1.6M |
| Transcend Capital Advisors, LLC | −36K −9.2% | 357K | $3.4M |
| Entropy Technologies, LP | −31K Sold out | 0 | — |
| Independent Financial Group, LLC | −25K −44.7% | 31K | $294,525 |
| Institution | Change in shares | Shares June 30, 2026 | Value |
|---|---|---|---|
| Trexquant Investment LP Hedge fund | −183K Sold out | 0 | — |
| Exoduspoint Capital Management, LP Hedge fund | −46K Sold out | 0 | — |
| Brevan Howard Capital Management LP Hedge fund | −41K −64.1% | 23K | $217,993 |
| Winton Group Ltd Hedge fund | −19K Sold out | 0 | — |
| Verition Fund Management LLC Hedge fund | −14K Sold out | 0 | — |
| Schonfeld Strategic Advisors LLC Hedge fund | −10K Sold out | 0 | — |
New positions
| Institution | Shares | Value June 30, 2026 |
|---|---|---|
| Lunate Capital Ltd | 2.2M | $20.8M |
| Lalia Capital, LLC | 1.2M | $11.3M |
| Envestnet Asset Management Inc | 625K | $5.9M |
| Columbus Macro, LLC | 620K | $5.9M |
| Citadel Advisors LLCHedge fund | 356K | $3.4M |
| Callodine Capital Management, LP | 250K | $2.4M |
| Privium Fund Management (UK) Ltd | 216K | $2.1M |
| Global Wealth Management Investment Advisory, Inc. | 112K | $1.1M |
| Xtx Topco Ltd | 88K | $837,274 |
| Freegulliver LLC | 73K | $688,836 |
Sold out
| Institution | Shares | Value March 31, 2026 |
|---|---|---|
| First National Trust Co | 311K | $2.8M |
| Trexquant Investment LPHedge fund | 183K | $1.6M |
| Jane Street Group, LLC | 109K | $966,233 |
| Maia Wealth LLC | 96K | $848,040 |
| Y-Intercept (Hong Kong) Ltd | 53K | $467,266 |
| Exoduspoint Capital Management, LPHedge fund | 46K | $404,111 |
| Sage Rhino Capital LLC | 43K | $386,147 |
| Entropy Technologies, LP | 31K | $279,383 |
| Belpointe Asset Management LLC | 23K | $206,469 |
| Bridgewealth Advisory Group, LLC | 20K | $181,889 |
Who holds the shares
- Institutions reporting
- 204
- Ten largest holders
- 64.3% of 13F-reported shares
- Index fund managers
- 1.3% of 13F-reported shares
- Active managers and hedge funds
- 2.2% of 13F-reported shares
| Type | Bought | Sold | New | Sold out | Net change in shares | Net % |
|---|---|---|---|---|---|---|
| Active managers and hedge funds | 5 | 6 | 3 | 5 | +313K | +38.6% |
| Index fund managers | 2 | 2 | 0 | 0 | +13K | +2.0% |
| Other institutions | 92 | 78 | 33 | 24 | +8.5M | +20.6% |