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

Latest Period

Q4 2025

Institutions Reporting

44

Shares (Excl. Options)

16,345,769

Price

$12.19

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Type / Class
Equity / Common stock
Symbol
PSBD on NYSE
Shares outstanding
31,469,088
Price per share
$9.77
All holders as of 31 Dec 2025
Q4 2025
Total 13F shares
16,345,769
Total reported value
$200,792,080
% of total 13F portfolios
0%
Share change
-17,933
Value change
-$387,271
Number of holders
44
Price from insider filings
$9.77
Reported Shares, Excluding Options vs Price
Reported Value, Excluding Options
Total Investors

Quick Takeaways

  • PSBD - Palmer Square Capital BDC Inc. - Common stock is tracked under CUSIP 69702V107.
  • 44 institutions reported positions in Q4 2025.
  • 5 significant owners is listed from Schedule 13D/13G reporting.

What Changed

  • Holder count moved from 44 to 8 between Q4 2025 and Q1 2026.
  • Reported value moved from $200,792,080 to $44,039,049.

Why This Matters

  • 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.

Source Evidence

Source: SEC Form 13F

Latest holder context comes from 44 institutions filings for Q4 2025.

Open SEC Evidence

Investment Quick Answers

What is CUSIP 69702V107?
CUSIP 69702V107 identifies PSBD - Palmer Square Capital BDC Inc. - Common stock in SEC 13F datasets.

Where can I see the latest institutional holders?
Review the Q4 2025 holders report and the ownership history table below.

Significant Owners of Palmer Square Capital BDC Inc. - Common stock (PSBD) based on Schedule 13D/G filings

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.

Top 25 Institutional Shareholders

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

Institutional Holders of Palmer Square Capital BDC Inc. - Common stock (PSBD) across Reporting Periods

Period Reported Shares, Excl. Options Value, Excl. Options Value Change Price (Median) Investors
2026 Q1 4,494,073 $44,039,049 +$1,396,504 $9.77 8
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
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