Mar 31, 2026 filings. Quarterly 13F reports arrive up to 45 days after quarter end; this register is filed through May 29, 2026.
369 institutional managers reported holding BDC for the quarter ended Mar 31, 2026. Reported positions total over 95% of shares outstanding; the top 10 hold 61%. 62 opened new positions; 41 closed out. Complete ranked register from SEC 13F filings.
| manager | shares | % out | value (Mar 31, 2026 close) | change | held since |
|---|---|---|---|---|---|
| BlackRock | 4.92M | 12.48% | $565.2M | unchanged | ≤2013 |
| Vanguard Group | 4.79M | 12.15% | $550.1M | trimmed -1.1% | ≤2013 |
| FMR (Fidelity) | 3.92M | 9.96% | $450.9M | trimmed -14.4% | 2021 Q3 |
| T. Rowe Price | 3.52M | 8.93% | $404.2M | added +9% | ≤2013 |
| Wellington Management | 1.59M | 4.03% | $182.5M | trimmed -5.8% | ≤2013 |
| State Street | 1.48M | 3.76% | $170.3M | added +0.7% | ≤2013 |
| Fuller & Thaler Asset Management, INC. | 1.05M | 2.67% | $120.7M | added +5% | 2022 Q4 |
| Dimensional Fund Advisors | 1.03M | 2.62% | $118.7M | trimmed -1.8% | ≤2013 |
| Geode Capital | 1.01M | 2.56% | $115.9M | unchanged | ≤2013 |
| Allspring Global Investments Holdings, LLC | 784.9k | 1.99% | $90.2M | trimmed -11.3% | 2021 Q4 |
| Invesco | 741.8k | 1.88% | $85.3M | trimmed -19.8% | ≤2013 |
| Channing Capital Management, LLC | 710.5k | 1.80% | $81.6M | opened | 2022 Q2 |
| Nomura Asset Management International INC. | 557.5k | 1.42% | $64.1M | added +1.4% | 2025 Q4 |
| Northern Trust | 506.1k | 1.28% | $58.2M | added +0.7% | ≤2013 |
| Charles Schwab Investment Management | 495.6k | 1.26% | $57.0M | unchanged | ≤2013 |
| BNY Mellon | 493.6k | 1.25% | $56.7M | trimmed -6.9% | ≤2013 |
| Victory Capital Management INC | 478.0k | 1.21% | $54.9M | trimmed -7.2% | 2016 Q3 |
| Frontier Capital Management CO LLC | 455.3k | 1.16% | $52.3M | trimmed -1.5% | 2020 Q2 |
| T. Rowe Price Investment Management, INC. | 440.2k | 1.12% | $50.6M | added +141.2% | 2025 Q3 |
| Lord, Abbett & CO. LLC | 410.1k | 1.04% | $47.1M | trimmed -8.2% | 2022 Q2 |
| Fisher Investments | 395.8k | 1.00% | $45.5M | added +7% | 2025 Q4 |
| Silvercrest Asset Management Group LLC | 350.3k | 0.89% | $40.3M | trimmed -14.8% | 2021 Q4 |
| Segall Bryant & Hamill, LLC | 341.4k | 0.87% | $39.2M | trimmed -3.5% | 2021 Q2 |
| Newport Trust Company, LLC | 341.1k | 0.87% | $39.2M | unchanged | 2020 Q3 |
| Morgan Stanley | 297.4k | 0.76% | $34.2M | added +2.4% | ≤2013 |
| UBS | 292.9k | 0.74% | $33.7M | trimmed -10.5% | ≤2013 |
| Boston Partners | 284.6k | 0.72% | $32.7M | added +28.5% | ≤2013 |
| Goldman Sachs | 272.2k | 0.69% | $31.3M | trimmed -24.9% | ≤2013 |
| Southernsun Asset Management, LLC (focused) | 258.4k | 0.66% | $29.7M | trimmed -8% | 2018 Q2 |
| Qube Research & Technologies LTD | 249.3k | 0.63% | $28.7M | added +134.4% | 2024 Q4 |
| Bank OF America CORP /DE/ | 238.7k | 0.61% | $27.4M | added +9.4% | ≤2013 |
| Waters Parkerson & CO., LLC | 230.0k | 0.58% | $26.4M | added +0.9% | 2022 Q3 |
| NEW York State Common Retirement Fund | 206.3k | 0.52% | $23.7M | added +553.5% | ≤2013 |
| Retirement Systems of Alabama | 203.1k | 0.52% | $23.3M | added +0.5% | 2014 Q2 |
| Aristotle Capital Boston, LLC | 191.0k | 0.48% | $22.0M | trimmed -13.3% | 2014 Q4 |
| William Blair Investment Management, LLC | 190.5k | 0.48% | $21.9M | trimmed -11.4% | 2021 Q1 |
| Renaissance Technologies | 189.5k | 0.48% | $21.8M | trimmed -21.8% | 2015 Q4 |
| Arrowstreet Capital | 181.7k | 0.46% | $20.9M | trimmed -24.5% | 2022 Q4 |
| MFS Investment Management | 169.3k | 0.43% | $19.5M | opened | 2026 Q1 |
| SEI Investments CO | 155.9k | 0.40% | $17.9M | added +9.4% | ≤2013 |
| Janus Henderson | 155.7k | 0.40% | $17.9M | added +351.7% | 2021 Q3 |
| Public Employees Retirement Association OF Colorado | 152.8k | 0.39% | $17.6M | trimmed -22.7% | ≤2013 |
| Leeward Investments, LLC - MA | 137.4k | 0.35% | $15.8M | added +5.3% | 2022 Q1 |
| Kennedy Capital Management LLC | 127.8k | 0.32% | $14.7M | trimmed -1.6% | 2024 Q2 |
| Rhumbline Advisers | 120.2k | 0.30% | $13.8M | added +0.7% | ≤2013 |
| Principal Financial Group INC | 114.8k | 0.29% | $13.2M | added +33.9% | ≤2013 |
| Ceredex Value Advisors LLC | 113.1k | 0.29% | $13.0M | trimmed -19.7% | 2023 Q1 |
| First Eagle Investment Management | 102.6k | 0.26% | $11.8M | added +28.1% | 2022 Q3 |
| Nuveen | 98.8k | 0.25% | $11.4M | trimmed -15.9% | 2014 Q1 |
| Crawford Investment Counsel INC | 86.7k | 0.22% | $10.0M | trimmed -4.2% | 2022 Q4 |
Largest 50 of 369 shown; the full ranked, searchable register is at boothcheck.com/holders/BDC. Related filers are grouped using the filings' own included-manager declarations. Historically, several managers opening new positions in the same quarter said almost nothing about the quarter that followed (59,118 cases since 2013). A filed record, not a forecast. Nothing here is investment advice.