13F reference period
Q3 2026
Security Snapshot
Palmer Square Capital BDC Inc. - Common Stock, par value $0.001 per share (PSBD) Institutional Ownership
CUSIP: 69702V107
13F Institutional Holders and Ownership History from Q1 2024 to Q3 2026
Institutions Reporting
29
Shares (Excl. Options)
14.37M
Full value: 14,366,494 · shares · 30 Sep 2026Price
$9.89
The headline uses the Q3 2026 reference period after its reporting deadline. Available reports may still be incomplete or amended.
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- Security type / class
- Equity / Common Stock, par value $0.001 per share
- Symbol
- PSBD on NYSE
- All holders as of 30 Sep 2026
- Q3 2026
- Total 13F shares
- 14,366,494
- Total 13F value
- $143,335,031
- Portfolio coverage rank
- 0%
- Share change
- +291,955
- Value change
- +$2,782,846
- Number of holders
- 29
- Shares outstanding
- 30,172,340
- SEC-reported price per share
- $9.69
- Insider filing price
- $9.69
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
Filing notes and source
Key facts
- PSBD - Palmer Square Capital BDC Inc. - Common Stock, par value $0.001 per share is tracked under CUSIP 69702V107.
- 29 institutions reported positions in Q3 2026.
- 6 significant owners is listed from Schedule 13D/13G reporting.
Change
- Holder count moved from 42 to 29 between Q2 2026 and Q3 2026.
- SEC-reported value moved from to
$166.34M
Full value: $166,340,221 · USD · 30 Jun 2026.$143.34M
Full value: $143,335,031 · USD · 30 Sep 2026
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 29 institutions filings for Q3 2026.
Security key
69702V107
13F reference period
Q3 2026
13F holders
29
13D/G owners
6
CIK / CUSIP context first
Open Q3 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
6
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 | |||
| Mariner, LLC | 11% | +53% | $30,991,217 | +$8,941,913 | 3,198,268 | +41% | Mariner, LLC | 30 Sep 2026 |
| BFFV19, LLC | 10% | +11% | $33,657,723 | +$1,983,179 | 3,139,713 | +6.3% | Martin Christopher Bicknell | 27 May 2026 |
| BFFV, LLC | 10% | +11% | $33,657,723 | +$1,983,179 | 3,139,713 | +6.3% | Martin Christopher Bicknell | 27 May 2026 |
| Alaris Master Fund LP | 4.9% | -39% | $16,138,700 | -$10,472,559 | 1,518,222 | -39% | Alaris Master Fund LP | 30 Jun 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 30 Sep 2026,
29
institutional investors reported holding
shares of
Palmer Square Capital BDC Inc. - Common Stock, par value $0.001 per share (PSBD).
This represents
48%
of the company’s total
outstanding shares.
14.37M
Full value: 14,366,494 · shares · 30 Sep 202630.17M
Full value: 30,172,340 · shares · Stored outstanding share count13F concentration
Top 25 institutional shareholders
Largest 13F positions for this security by reported shares and value.
Top holder share
47%
| Institution | Ownership % | Shares Held | Share Change % | Portfolio % | Holdings Value |
|---|---|---|---|---|---|
| OV Management LLC | 12% | 3,730,065 | 0% | 59% | $36,890,343 |
| 1248 Management, LLC | 11% | 3,328,185 | +4.4% | 12% | $34,180,462 |
| Mariner, LLC | 11% | 3,198,268 | +1.2% | 0.03% | $31,630,871 |
| First Trust Capital Management L.P. | 4.3% | 1,288,337 | 0% | 0.61% | $12,741,653 |
| Pandi, LLC | 3% | 911,854 | 0% | 1.4% | $9,018,236 |
| Arlington Partners LLC | 1.7% | 510,344 | 0% | 7.7% | $5,047,302 |
| Palliser Capital (UK) Ltd | 0.88% | 266,043 | +202% | 1.2% | $2,631,165 |
| NewGen Asset Management Ltd | 0.84% | 254,557 | +65% | 1.6% | $2,517,569 |
| Opal Wealth Advisors, LLC | 0.58% | 175,728 | +10% | 0.36% | $1,737,953 |
| Hennion & Walsh Asset Management, Inc. | 0.49% | 147,128 | -26% | 0.04% | $1,455,096 |
| THOR INVESTMENT MANAGEMENT INC /OH/ /ADV | 0.26% | 77,731 | 0.43% | $768,760 | |
| UMB Private Wealth Management, LLC | 0.21% | 64,522 | 0% | 0.62% | $638,123 |
| Virtus Investment Advisers, LLC | 0.16% | 47,801 | 0.1% | $472,752 | |
| Waterfront Wealth Inc. | 0.14% | 43,261 | +0.25% | 0.07% | $414,383 |
| NOTTINGHAM ADVISORS, INC. | 0.14% | 42,211 | -13% | 0.05% | $416,621 |
| INTRINSIC EDGE CAPITAL MANAGEMENT LLC | 0.12% | 35,000 | 0.06% | $346,150 | |
| Clear Harbor Asset Management, LLC | 0.11% | 32,042 | -26% | 0.02% | $316,895 |
| RENAISSANCE TECHNOLOGIES LLC | 0.1% | 30,700 | -59% | 0% | $303,623 |
| MORGAN STANLEY | 0.09% | 26,089 | +33% | 0% | $258,020 |
| Creative Planning | 0.07% | 20,287 | 0% | 0% | $200,643 |
| AlphaCentric Advisors LLC | 0.07% | 20,000 | 0.18% | $197,800 | |
| Crossingbridge Advisors, LLC | 0.07% | 20,000 | 0.04% | $197,800 | |
| Catalyst Capital Advisors LLC | 0.06% | 19,447 | 0% | 0% | $192,331 |
| SMH CAPITAL ADVISORS INC | 0.06% | 19,447 | 0% | 0.73% | $192,331 |
| CONFLUENCE INVESTMENT MANAGEMENT LLC | 0.06% | 17,481 | -8.7% | 0% | $172,887 |
Quarter history
Institutional holders across reporting periods
Holder count, reported shares/value, and median price by quarter.
Periods
11
Headline period
Q3 2026
Rows shown
1-11 of 11
| Period | 13F Shares, Excl. Options | Value, Excl. Options | Value Change | Price (Median) | Investors |
|---|---|---|---|---|---|
| 2026 Q3 | 14,366,494 | $143,335,031 | +$2,782,846 | $9.89 | 29 |
| 2026 Q2 | 15,829,749 | $166,340,221 | -$5,677,322 | $10.42 | 42 |
| 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 |