| 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% | $37,613,522 | 2,954,715 | Martin Christopher Bicknell | 18 Jan 2024 | |||
| BFFV, LLC | 9.1% | $37,613,522 | 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 31 Dec 2025, 44 institutional investors reported holding 16,345,769 shares of Palmer Square Capital BDC Inc. - Common stock (PSBD). This represents 52% 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% | $45,469,492 |
| 1248 Management, LLC | 9.4% | 2,954,713 | 0% | 20% | $37,288,478 |
| Mariner, LLC | 8.4% | 2,654,014 | -14% | 0.04% | $32,352,428 |
| First Trust Capital Management L.P. | 4.1% | 1,288,337 | -0% | 0.96% | $15,704,828 |
| Pandi, LLC | 2.9% | 911,854 | 0% | 1.8% | $11,115,500 |
| RIVERNORTH CAPITAL MANAGEMENT, LLC | 1.8% | 580,542 | 0.33% | $7,076,807 | |
| Bienville Capital Management, LLC | 1.8% | 558,394 | -39% | 1.1% | $7,046,942 |
| BANK OF AMERICA CORP /DE/ | 1.7% | 520,384 | +42% | 0% | $6,343,481 |
| Arlington Partners LLC | 1.5% | 461,609 | 0% | 40% | $5,627,014 |
| Sunesis Advisors, LLC | 0.95% | 298,959 | 0% | 1.7% | $3,644,310 |
| TWO SIGMA INVESTMENTS, LP | 0.77% | 242,407 | +84% | 0% | $2,954,941 |
| Hennion & Walsh Asset Management, Inc. | 0.7% | 220,334 | -3.2% | 0.09% | $2,685,871 |
| Closed-End Fund Advisors, Inc. | 0.7% | 220,334 | 0% | 1.6% | $2,685,871 |
| Vivaldi Capital Management LP | 0.68% | 215,336 | 0% | 0.36% | $2,624,946 |
| TWO SIGMA ADVISERS, LP | 0.62% | 193,600 | +92% | 0% | $2,359,984 |
| RENAISSANCE TECHNOLOGIES LLC | 0.58% | 183,000 | +19% | 0% | $2,230,770 |
| CITADEL ADVISORS LLC | 0.38% | 120,004 | +539% | 0% | $1,462,848 |
| MILLENNIUM MANAGEMENT LLC | 0.36% | 112,838 | -16% | 0% | $1,375,495 |
| BlackRock, Inc. | 0.33% | 105,354 | +5.3% | 0% | $1,284,265 |
| UMB Bank, n.a. | 0.26% | 81,522 | 0% | 0.01% | $993,753 |
| Opal Wealth Advisors, LLC | 0.24% | 76,334 | 0.24% | $930,512 | |
| FMR LLC | 0.24% | 74,067 | -69% | 0% | $902,877 |
| Caprock Group, LLC | 0.2% | 62,395 | -17% | 0.02% | $787,425 |
| Advisor OS, LLC | 0.18% | 56,161 | 0.06% | $684,603 | |
| Mid-American Wealth Advisory Group, Inc. | 0.17% | 54,528 | +83% | 0.28% | $664,696 |
| Period | Reported Shares, Excl. Options | Value, Excl. Options | Value Change | Price (Median) | Investors |
|---|---|---|---|---|---|
| 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 |