PSBD Institutional Ownership & Shareholders
PALMER SQUARE CAPITAL BDC IN (PSBD) is currently held by 40 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $148.99M based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Ov Management Llc is currently the largest disclosed institutional shareholder of PSBD tracked by InsiderSet, reporting ownership valued at approximately $38.87M in its June 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $37.04M, representing an estimated loss of -4.70% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 92% of the total disclosed PSBD value among the investors covered in this analysis. Major shareholders include Ov Management Llc, 1248 Management, Llc, Mariner, Llc, and several other long-term asset managers with concentrated positions in PALMER SQUARE CAPITAL BDC IN (PSBD).
This page ranks the largest institutional PSBD shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
40
Total Reported Value
$148.99M
Largest Holder
Ov Management Llc
Largest Position
$38.87M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
62
Funds Exiting Positions
1
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Ov Management Llc | 72.59% | 3,730,065 | $38,867,277 | $37,039,545 | -$1,827,732 | -4.70% | |
| 1248 Management, Llc | 13.47% | 3,186,701 | $34,448,238 | $31,643,941 | -$2,804,297 | -8.14% | |
| Mariner, Llc | 0.03% | 3,160,003 | $32,927,231 | $31,378,830 | -$1,548,401 | -4.70% | |
| Pandi, Llc | 1.44% | 911,854 | $9,501,519 | $9,054,710 | -$446,809 | -4.70% | |
| Bank Of America Corp | 0.00% | 669,631 | $6,977,554 | $6,649,436 | -$328,118 | -4.70% | |
| Arlington Partners Llc | 7.72% | 510,344 | $5,047,302 | $5,067,716 | +$20,414 | +0.40% | |
| Bienville Capital Management, Llc | 0.67% | 425,379 | $4,621,786 | $4,224,013 | -$397,773 | -8.61% | |
| Two Sigma Investments, Lp | 0.00% | 186,517 | $1,943,507 | $1,852,114 | -$91,393 | -4.70% | |
| Opal Wealth Advisors, Llc | 0.36% | 175,728 | $1,737,953 | $1,744,979 | +$7,026 | +0.40% | |
| Newgen Asset Management Ltd | 0.88% | 154,539 | $1,610,296 | $1,534,572 | -$75,724 | -4.70% | |
| Hennion & Walsh Asset Management, Inc. | 0.04% | 147,128 | $1,455,096 | $1,460,981 | +$5,885 | +0.40% | |
| Squarepoint Ops Llc | 0.00% | 130,704 | $1,361,936 | $1,297,891 | -$64,045 | -4.70% | |
| Palliser Capital (Uk) Ltd | 0.49% | 88,028 | $917,252 | $874,118 | -$43,134 | -4.70% | |
| Renaissance Technologies LLC | Jim Simons | 0.00% | 75,100 | $782,542 | $745,743 | -$36,799 | -4.70% |
| Advisor Os, Llc | 0.04% | 63,761 | $664,382 | $633,147 | -$31,235 | -4.70% | |
| Blackrock, Inc. | 0.00% | 58,382 | $608,340 | $579,733 | -$28,607 | -4.70% | |
| Trexquant Investment Lp | 0.00% | 57,634 | $600,546 | $572,306 | -$28,240 | -4.70% | |
| Xtx Topco Ltd | 0.01% | 56,612 | $589,897 | $562,157 | -$27,740 | -4.70% | |
| Citadel Advisors Llc | 0.00% | 51,962 | $541,444 | $515,983 | -$25,461 | -4.70% | |
| Clear Harbor Asset Management, Llc | 0.03% | 43,116 | $449,269 | $428,142 | -$21,127 | -4.70% | |
| Waterfront Wealth Inc. | 0.07% | 43,154 | $447,075 | $428,519 | -$18,556 | -4.15% | |
| Nottingham Advisors, Inc. | 0.05% | 42,211 | $416,621 | $419,155 | +$2,534 | +0.61% | |
| Jane Street Group, Llc | 0.00% | 29,784 | $310,350 | $295,755 | -$14,595 | -4.70% | |
| Hrt Financial Lp | 0.00% | 28,565 | $297,000 | $283,650 | -$13,350 | -4.49% | |
| Ubs Group Ag | 0.00% | 26,060 | $271,545 | $258,776 | -$12,769 | -4.70% | |
| Morgan Stanley | 0.00% | 19,639 | $204,638 | $195,015 | -$9,623 | -4.70% | |
| Creative Planning | 0.00% | 20,287 | $200,643 | $201,450 | +$807 | +0.40% | |
| Catalyst Capital Advisors Llc | 0.00% | 19,447 | $192,331 | $193,109 | +$778 | +0.40% | |
| Smh Capital Advisors Inc | 0.73% | 19,447 | $192,331 | $193,109 | +$778 | +0.40% | |
| Confluence Investment Management Llc | 0.00% | 17,481 | $172,887 | $173,586 | +$699 | +0.40% | |
| Royal Bank Of Canada | 0.00% | 13,016 | $136,000 | $129,249 | -$6,751 | -4.96% | |
| Waverly Advisors, Llc | 0.00% | 12,688 | $132,213 | $125,992 | -$6,221 | -4.71% | |
| Altfest L J & Co Inc | 0.01% | 12,202 | $120,680 | $121,166 | +$486 | +0.40% | |
| Dorsey & Whitney Trust Co Llc | 0.01% | 10,452 | $108,910 | $103,788 | -$5,122 | -4.70% | |
| Harbour Investments, Inc. | 0.00% | 7,000 | $72,940 | $69,510 | -$3,430 | -4.70% | |
| Arlington Trust Co Llc | 0.00% | 5,198 | $51,408 | $51,616 | +$208 | +0.40% | |
| Bnp Paribas Financial Markets | 0.00% | 1,153 | $12,014 | $11,449 | -$565 | -4.70% | |
| Jones Financial Companies Lllp | 0.00% | 34 | $364 | $338 | -$26 | -7.25% | |
| Caitong International Asset Management Co., Ltd | 0.00% | 16 | $158 | $159 | +$1 | +0.56% | |
| Wells Fargo & Company/Mn | 0.00% | 1 | $10 | $10 | -$0 | -0.70% |
Frequently asked questions about PSBD
Who are the largest institutional holders of PSBD?
The largest institutional holders of PSBD reported in the latest SEC Form 13F filings include Ov Management Llc, 1248 Management, Llc, Mariner, Llc, Pandi, Llc, and Bank Of America Corp. InsiderSet ranks institutional holders by their latest reported PSBD position.
What is PSBD institutional ownership?
This page tracks PSBD positions reported by institutional investment managers through SEC Form 13F. PALMER SQUARE CAPITAL BDC IN (PSBD) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own PSBD?
InsiderSet currently tracks 40 institutional managers reporting PSBD holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of PSBD shareholders.
How much PSBD stock do institutions own?
Institutional investment managers disclosed approximately $148.99M in PSBD holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was PSBD institutional ownership last updated?
The latest PSBD institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional PSBD holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its PSBD position after the reporting date.
Are institutions buying or selling PSBD?
Institutional buying and selling can be analyzed by comparing PSBD positions across consecutive 13F reporting periods. InsiderSet's PSBD Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View PSBD ownership changes.
How has PSBD institutional ownership changed over time?
InsiderSet tracks PSBD institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.