| Filer | Ownership | Change % | Holdings Value | Net Change | Nb Shares | Change % | Reporting Name | Report Period |
|---|---|---|---|---|---|---|---|---|
| Excelsior Holdings D2 LLC | 12% | $47,483,727 | 3,730,065 | Excelsior Holdings D2 LLC | 11 May 2020 | |||
| BFFV19, LLC | 9.1% | $21,156,546 | 2,954,715 | Martin Christopher Bicknell | 18 Jan 2024 | |||
| BFFV, LLC | 9.1% | $21,156,546 | 2,954,715 | Martin Christopher Bicknell | 12 Mar 2025 | |||
| Alaris Master Fund LP | 8% | $30,688,654 | 2,517,527 | Alaris Master Fund LP | 31 Dec 2025 | |||
| First Trust Capital Management L.P. | 4% | -23% | $15,807,907 | -$4,866,896 | 1,288,338 | -24% | First Trust Capital Management L.P. | 30 Sep 2025 |
As of 30 Sep 2025, 39 institutional investors reported holding 16,117,635 shares of Palmer Square Capital BDC Inc. - Common stock (PSBD). This represents 51% of the company’s total 31,469,088 outstanding shares.
The largest institutional shareholders of Palmer Square Capital BDC Inc. - Common stock (PSBD) together control 51% of the company’s outstanding shares — a level of ownership often associated with strong institutional conviction and long‑term capital commitment.
| Institution | Ownership % | Shares Held | Share Change % | Portfolio % | Holdings Value |
|---|---|---|---|---|---|
| OV Management LLC | 12% | 3,730,065 | 0% | 39% | $45,767,898 |
| Mariner, LLC | 9.8% | 3,077,766 | -13% | 0.05% | $37,764,189 |
| 1248 Management, LLC | 9.4% | 2,954,713 | 0% | 21% | $37,495,308 |
| First Trust Capital Management L.P. | 4.1% | 1,288,338 | -36% | 1% | $15,807,907 |
| Bienville Capital Management, LLC | 2.9% | 914,029 | -9.6% | 2.2% | $11,599,033 |
| Pandi, LLC | 2.9% | 911,854 | 0% | 1.5% | $11,188,449 |
| Arlington Partners LLC | 1.5% | 461,609 | 0% | 2% | $5,663,942 |
| BANK OF AMERICA CORP /DE/ | 1.2% | 367,035 | +22% | 0% | $4,503,519 |
| Sunesis Advisors, LLC | 0.95% | 298,959 | -37% | 1.7% | $3,668,227 |
| MORGAN STANLEY | 0.82% | 257,520 | +0.15% | 0% | $3,159,770 |
| FMR LLC | 0.75% | 235,529 | -17% | 0% | $2,889,941 |
| Hennion & Walsh Asset Management, Inc. | 0.72% | 227,615 | -3% | 0.1% | $2,792,836 |
| Vivaldi Capital Management LP | 0.68% | 215,336 | 0% | 0.37% | $2,642,173 |
| RENAISSANCE TECHNOLOGIES LLC | 0.49% | 154,100 | +121% | 0% | $1,890,807 |
| MILLENNIUM MANAGEMENT LLC | 0.43% | 134,249 | +2% | 0% | $1,647,235 |
| TWO SIGMA INVESTMENTS, LP | 0.42% | 131,545 | +143% | 0% | $1,614,057 |
| MARSHALL WACE, LLP | 0.35% | 109,921 | 0% | $1,348,730 | |
| TWO SIGMA ADVISERS, LP | 0.32% | 100,600 | +27% | 0% | $1,234,362 |
| BlackRock, Inc. | 0.32% | 100,065 | 0% | $1,227,798 | |
| UMB Bank, n.a. | 0.26% | 81,522 | 0.01% | $1,000,275 | |
| Caprock Group, LLC | 0.24% | 74,822 | 0.03% | $1,062,472 | |
| Trexquant Investment LP | 0.14% | 42,622 | +86% | 0.01% | $522,972 |
| ATWOOD & PALMER INC | 0.11% | 34,010 | 0% | 0.02% | $417,303 |
| Mid-American Wealth Advisory Group, Inc. | 0.09% | 29,874 | 0.16% | $366,554 | |
| CONFLUENCE INVESTMENT MANAGEMENT LLC | 0.08% | 25,763 | +19% | 0% | $316,112 |
| Period | Reported Shares, Excl. Options | Value, Excl. Options | Value Change | Price (Median) | Investors |
|---|---|---|---|---|---|
| 2025 Q4 | 23,401 | $285,258 | -$28,793 | $12.19 | 1 |
| 2025 Q3 | 16,117,635 | $199,538,683 | -$10,362,837 | $12.27 | 39 |
| 2025 Q2 | 16,491,936 | $231,891,892 | -$1,585,708 | $13.96 | 31 |
| 2025 Q1 | 17,086,170 | $229,137,998 | +$45,215,799 | $13.32 | 35 |
| 2024 Q4 | 13,700,919 | $209,620,241 | +$82,585,405 | $15.20 | 33 |
| 2024 Q3 | 5,185,016 | $84,680,364 | +$33,602,537 | $16.30 | 30 |
| 2024 Q2 | 3,134,525 | $50,660,144 | -$3,865,818 | $16.16 | 28 |
| 2024 Q1 | 3,373,053 | $54,946,235 | +$54,353,205 | $16.29 | 26 |