Latest Period
Q1 2026
Security Snapshot
Palmer Square Capital BDC Inc. - Common Stock (PSBD) Institutional Ownership
CUSIP: 69702V107
13F Institutional Holders and Ownership History from Q1 2024 to Q1 2026
Institutions Reporting
44
Shares (Excl. Options)
16,438,861
Price
$9.77
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- Security type / class
- Equity / Common Stock
- Symbol
- PSBD on NYSE
- All holders as of 31 Mar 2026
- Q1 2026
- Total 13F shares
- 16,438,861
- Total 13F value
- $162,026,766
- Portfolio coverage rank
- 0%
- Share change
- +119,202
- Value change
- -$601,592
- Number of holders
- 44
- Shares outstanding
- 31,117,076
- SEC-reported price per share
- $10.72
- Insider filing price
- $10.72
Latest holder snapshot
5 signals
Issuer context
Names, identifiers, and filing context for this profile.
3 identity fields
13F Shares, Excluding Options vs Price
13F Value, Excluding Options
Total Investors
Key facts
- PSBD - Palmer Square Capital BDC Inc. - Common Stock is tracked under CUSIP 69702V107.
- 44 institutions reported positions in Q1 2026.
- 5 significant owners is listed from Schedule 13D/13G reporting.
Change
- Holder count moved from 44 to 44 between Q4 2025 and Q1 2026.
- SEC-reported value moved from $200,792,080 to $162,026,766.
Research use
- You can quickly see who holds this security, then open quarter and manager detail pages for full evidence.
- 13F and Schedule 13D/13G sections are kept together so you can cross-check institutional and beneficial ownership context.
Evidence
Source: SEC Form 13F
Open SEC evidence
Latest holder context comes from 44 institutions filings for Q1 2026.
Security key
69702V107
Latest holder period
Q1 2026
13F holders
44
13D/G owners
5
CIK / CUSIP context first
Open Q1 2026 holders
PSBD full holder history
Palmer Square Capital BDC Inc. SEC filings
Palmer Square Capital BDC Inc. company facts
Palmer Square Capital BDC Inc. insider transactions
Broader feeds
Recent Quarterly Holder Reports
Open recent reporting periods for CUSIP 69702V107:
13D/G owners
Significant owners
Large-stake holder rows connected to Schedule 13D/G evidence.
Rows
5
Security
PSBD
| 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 | 10% | +11% | $33,657,723 | +$1,983,179 | 3,139,713 | +6.3% | Martin Christopher Bicknell | 27 May 2026 |
| BFFV, LLC | 9.1% | $37,613,522 | 2,954,715 | Martin Christopher Bicknell | 12 Mar 2025 | |||
| Alaris Master Fund LP | 8% | 0% | $24,458,325 | -$137,913 | 2,503,411 | -0.56% | Alaris Master Fund LP | 31 Mar 2026 |
| 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 31 Mar 2026, 44 institutional investors reported holding 16,438,861 shares of Palmer Square Capital BDC Inc. - Common Stock (PSBD). This represents 53% of the company’s total 31,117,076 outstanding shares.
13F concentration
Top 25 institutional shareholders
Largest 13F positions for this security by reported shares and value.
Top holder share
52%
| Institution | Ownership % | Shares Held | Share Change % | Portfolio % | Holdings Value |
|---|---|---|---|---|---|
| OV Management LLC | 12% | 3,730,065 | 0% | 74% | $36,442,735 |
| Mariner, LLC | 9.9% | 3,080,105 | +16% | 0.04% | $30,092,626 |
| 1248 Management, LLC | 9.5% | 2,954,713 | 0% | 14% | $29,960,790 |
| First Trust Capital Management L.P. | 4.1% | 1,288,337 | 0% | 0.66% | $12,587,052 |
| Pandi, LLC | 2.9% | 911,854 | 0% | 1.5% | $8,908,814 |
| RIVERNORTH CAPITAL MANAGEMENT, LLC | 2.7% | 834,603 | +44% | 0.41% | $8,154,071 |
| BANK OF AMERICA CORP /DE/ | 1.9% | 576,931 | +11% | 0% | $5,636,615 |
| Bienville Capital Management, LLC | 1.7% | 525,222 | -5.9% | 1% | $5,325,751 |
| Arlington Partners LLC | 1.6% | 510,344 | +11% | 10% | $4,986,061 |
| TWO SIGMA INVESTMENTS, LP | 1% | 310,952 | +28% | 0% | $3,038,001 |
| Sunesis Advisors, LLC | 0.96% | 298,959 | 0% | 1.3% | $2,920,829 |
| Hennion & Walsh Asset Management, Inc. | 0.69% | 213,940 | -2.9% | 0.07% | $2,090,194 |
| Vivaldi Capital Management LP | 0.54% | 167,776 | -22% | 0.23% | $1,639,172 |
| RENAISSANCE TECHNOLOGIES LLC | 0.5% | 155,700 | -15% | 0% | $1,521,189 |
| Opal Wealth Advisors, LLC | 0.39% | 122,809 | +61% | 0.27% | $1,199,844 |
| NewGen Asset Management Ltd | 0.24% | 73,684 | 0.44% | $719,893 | |
| MORGAN STANLEY | 0.23% | 71,344 | +261% | 0% | $697,031 |
| Trexquant Investment LP | 0.21% | 64,974 | +30% | 0% | $634,796 |
| Advisor OS, LLC | 0.2% | 63,370 | +13% | 0.04% | $619,123 |
| Curi Capital, LLC | 0.19% | 60,000 | 0.01% | $586,200 | |
| BlackRock, Inc. | 0.18% | 55,343 | -47% | 0% | $540,701 |
| Mid-American Wealth Advisory Group, Inc. | 0.18% | 54,528 | 0% | 0.28% | $664,696 |
| Waterfront Wealth Inc. | 0.14% | 42,313 | 0.08% | $413,398 | |
| Clear Harbor Asset Management, LLC | 0.12% | 36,692 | +46% | 0.02% | $358,481 |
| NOTTINGHAM ADVISORS, INC. | 0.1% | 31,220 | 0.04% | $305,018 |
Quarter history
Institutional holders across reporting periods
Holder count, reported shares/value, and median price by quarter.
Periods
9
Latest
Q1 2026
Rows shown
1-9 of 9
| Period | 13F Shares, Excl. Options | Value, Excl. Options | Value Change | Price (Median) | Investors |
|---|---|---|---|---|---|
| 2026 Q1 | 16,438,861 | $162,026,766 | -$601,592 | $9.77 | 44 |
| 2025 Q4 | 16,345,769 | $200,792,080 | -$387,271 | $12.19 | 44 |
| 2025 Q3 | 16,117,635 | $199,538,683 | -$10,362,838 | $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 | +$45,215,804 | $13.32 | 35 |
| 2024 Q4 | 13,700,919 | $209,620,241 | +$82,585,404 | $15.20 | 33 |
| 2024 Q3 | 5,185,016 | $84,680,364 | +$33,602,525 | $16.30 | 30 |
| 2024 Q2 | 3,134,525 | $50,660,144 | -$3,865,817 | $16.16 | 28 |
| 2024 Q1 | 3,373,053 | $54,946,235 | +$54,576,305 | $16.29 | 26 |