Security key
69702V107
Palmer Square Capital BDC Inc. - Common Stock (PSBD)
CUSIP: 69702V107
Q3 2025 13F Holders as of 30 Sep 2025
- Type / Class
- Equity / Common Stock
- Shares outstanding
- 31,292,638
- Total 13F shares
- 16,117,635
- Share change
- -846,735
- Total reported value
- $199,538,683
- Price per share
- $12.27
- Number of holders
- 39
- Value change
- -$10,362,838
- Number of buys
- 19
- Number of sells
- 12
Report period
Q3 2025
Institutions
39
Top holders
10
PSBD full security history
Newer quarter: Q4 2025
Previous quarter: Q2 2025
Palmer Square Capital BDC Inc. SEC filings
Palmer Square Capital BDC Inc. company facts
Broader feeds
Reporting periods
Holder history for CUSIP 69702V107
Recent filing periods:
Top shareholders of PSBD - Palmer Square Capital BDC Inc. - Common Stock (13F + 13D/G + 3/4/5)
Grouped by holder across the latest SEC ownership disclosures. Ownership % is shown only when it is directly reported or safely comparable across share classes.
Methodology: rows are grouped by holder and ranked first by SEC-reported ownership % when it is safely comparable, then by disclosed holdings value. — indicates unavailable or non-comparable values; "mixed-class rows" means the latest filing spans non-comparable classes.
| Holder | Source | Role / Reporting | Ownership % | Shares | Holdings Value | 12M Net Δ | As of | Details |
|---|---|---|---|---|---|---|---|---|
| Excelsior Holdings D2 LLC |
13D/G
|
— |
12%
|
3,730,065
|
$47,483,727 | $0 | 11 May 2020 | |
| BFFV, LLC |
13D/G
|
Martin Christopher Bicknell |
9.1%
|
2,954,715
|
$37,613,522 | $0 | 12 Mar 2025 | |
| BFFV19, LLC |
13D/G
|
Martin Christopher Bicknell |
9.1%
|
2,954,715
|
$37,613,522 | $0 | 18 Jan 2024 | |
| First Trust Capital Management L.P. |
13F
13D/G
|
Company |
4%
from 13D/G
|
2,000,561
|
$27,927,832 | — | 30 Jun 2025 | |
| OV Management LLC |
13F
|
Company |
12%
|
3,730,065
|
$52,071,707 | — | 30 Jun 2025 | |
| Mariner, LLC |
13F
|
Company |
11%
|
3,543,800
|
$49,471,448 | — | 30 Jun 2025 | |
| 1248 Management, LLC |
13F
|
Company |
9.4%
|
2,954,713
|
$42,488,773 | — | 30 Jun 2025 | |
| Bienville Capital Management, LLC |
13F
|
Company |
3.2%
|
1,010,678
|
$14,533,556 | — | 30 Jun 2025 | |
| Pandi, LLC |
13F
|
Company |
2.9%
|
911,854
|
$12,729,482 | — | 30 Jun 2025 | |
| Arlington Partners LLC |
13F
|
Company |
1.5%
|
461,609
|
$6,444,062 | — | 30 Jun 2025 | |
| BANK OF AMERICA CORP /DE/ |
13F
|
Company |
0.96%
|
300,575
|
$4,196,027 | — | 30 Jun 2025 | |
| FMR LLC |
13F
|
Company |
0.91%
|
284,287
|
$3,968,646 | — | 30 Jun 2025 | |
| MORGAN STANLEY |
13F
|
Company |
0.82%
|
257,135
|
$3,589,605 | — | 30 Jun 2025 | |
| Hennion & Walsh Asset Management, Inc. |
13F
|
Company |
0.75%
|
234,645
|
$3,275,644 | — | 30 Jun 2025 | |
| Vivaldi Capital Management LP |
13F
|
Company |
0.69%
|
215,336
|
$3,006,091 | — | 30 Jun 2025 | |
| MILLENNIUM MANAGEMENT LLC |
13F
|
Company |
0.42%
|
131,611
|
$1,837,290 | — | 30 Jun 2025 | |
| TWO SIGMA ADVISERS, LP |
13F
|
Company |
0.25%
|
79,000
|
$1,102,840 | — | 30 Jun 2025 | |
| RENAISSANCE TECHNOLOGIES LLC |
13F
|
Company |
0.22%
|
69,700
|
$973,012 | — | 30 Jun 2025 | |
| TWO SIGMA INVESTMENTS, LP |
13F
|
Company |
0.17%
|
54,152
|
$755,962 | — | 30 Jun 2025 | |
| UBS Group AG |
13F
|
Company |
0.15%
|
47,917
|
$668,921 | — | 30 Jun 2025 | |
| ATWOOD & PALMER INC |
13F
|
Company |
0.11%
|
34,010
|
$474,780 | — | 30 Jun 2025 | |
| Trexquant Investment LP |
13F
|
Company |
0.07%
|
22,946
|
$320,326 | — | 30 Jun 2025 | |
| ROYAL BANK OF CANADA |
13F
|
Company |
0.07%
|
22,705
|
$316,000 | — | 30 Jun 2025 | |
| CONFLUENCE INVESTMENT MANAGEMENT LLC |
13F
|
Company |
0.07%
|
21,698
|
$302,904 | — | 30 Jun 2025 | |
| Creative Planning |
13F
|
Company |
0.06%
|
20,287
|
$283,207 | — | 30 Jun 2025 | |
| Marble Harbor Investment Counsel, LLC |
13F
|
Company |
0.06%
|
17,900
|
$249,884 | — | 30 Jun 2025 | |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP |
13F
|
Company |
0.05%
|
14,134
|
$197,311 | — | 30 Jun 2025 | |
| Gibson Capital, LLC |
13F
|
Company |
0.04%
|
12,490
|
$174,360 | — | 30 Jun 2025 | |
| HRT FINANCIAL LP |
13F
|
Company |
0.04%
|
11,966
|
$167,000 | — | 30 Jun 2025 | |
| Dorsey & Whitney Trust CO LLC |
13F
|
Company |
0.03%
|
10,452
|
$145,910 | — | 30 Jun 2025 | |
| JPMORGAN CHASE & CO |
13F
|
Company |
0.02%
|
6,425
|
$89,693 | — | 30 Jun 2025 | |
| Arlington Trust Co LLC |
13F
|
Company |
0.02%
|
5,198
|
$72,564 | — | 30 Jun 2025 | |
| WELLS FARGO & COMPANY/MN |
13F
|
Company |
0.01%
|
2,500
|
$34,900 | — | 30 Jun 2025 | |
| NewEdge Advisors, LLC |
13F
|
Company |
0.01%
|
1,587
|
$22,155 | — | 30 Jun 2025 | |
| Caravel Holdings LLC |
3/4/5
|
10%+ Owner |
—
class O/S missing
|
3,983,290
|
$61,661,327 | — | 01 Oct 2021 | |
| Martin C. Bicknell |
3/4/5
|
10%+ Owner |
—
class O/S missing
|
1,562,896
|
$24,193,635 | — | 17 Jan 2024 | |
| Matthew L. Bloomfield |
3/4/5
|
President |
—
class O/S missing
|
138,129
|
$2,004,252 | — | 21 Mar 2025 | |
| Angie K. Long |
3/4/5
|
Chief Investment Officer |
—
class O/S missing
|
98,005
|
$1,517,116 | — | 17 Jan 2024 | |
| Christopher D. Long |
3/4/5
|
CEO & President, Director |
—
class O/S missing
|
98,005
|
$1,517,116 | — | 17 Jan 2024 |
Institutional Holders of Palmer Square Capital BDC Inc. - Common Stock (PSBD) as of Q3 2025
As of 30 Sep 2025,
Palmer Square Capital BDC Inc. - Common Stock (PSBD) was held by
39 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
16,117,635 shares.
The largest 10 holders included
OV Management LLC, Mariner, LLC, 1248 Management, LLC, First Trust Capital Management L.P., Bienville Capital Management, LLC, Pandi, LLC, Arlington Partners LLC, BANK OF AMERICA CORP /DE/, Sunesis Advisors, LLC, and MORGAN STANLEY.
This page lists
39
institutional shareholders reporting positions in this security
for the Q3 2025 filing period.
| Investor | Option | Weight % | Change % | Value $ | * Price | Shares | Share Change | Activity | Report Period |
|---|
Compare Q3 2025 vs Q2 2025 Across Filers
Q2 2025 holders
31
Q3 2025 holders
39
Holder diff
8
| Investor | Q2 2025 Shares | Q3 2025 Shares | Share Diff | Share Chg % | Q2 2025 Value $ | Q3 2025 Value $ | Value Diff $ | Value Chg % |
|---|
Trend: ostatnie 8 kwartałów (+ wybrane okresy porównania).
Quarterly Holders Trend
Quarterly Value Trend
Quarterly Shares Trend
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.
An asterisk sign (*) next to the price indicates that the price is likely invalid.