Morgan Stanley
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Morgan Stanley’s Golub Capital BDC GBDC Stock Holding History

Morgan Stanley’s Portfolio GBDC Stock Details GBDC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$30.3M Buy
2,354,219
+376,873
+19% +$4.91M ﹤0.01% 2711
2026
Q1 		$25M Sell
1,977,346
-1,071,329
-35% -$13.7M ﹤0.01% 2733
2025
Q4 		$41.4M Buy
3,048,675
+717,904
+31% +$9.94M ﹤0.01% 2274
2025
Q3 		$31.9M Sell
2,330,771
-302,246
-11% -$4.45M ﹤0.01% 2423
2025
Q2 		$38.6M Buy
2,633,017
+232,527
+10% +$3.39M ﹤0.01% 2163
2025
Q1 		$36.3M Sell
2,400,490
-2,939
-0.1% -$45.1K ﹤0.01% 2111
2024
Q4 		$36.4M Buy
2,403,429
+265,199
+12% +$4.05M ﹤0.01% 2128
2024
Q3 		$32.3M Sell
2,138,230
-273,089
-11% -$4.12M ﹤0.01% 2293
2024
Q2 		$37.9M Buy
2,411,319
+391,767
+19% +$6.43M ﹤0.01% 2014
2024
Q1 		$33.6M Buy
2,019,552
+672,914
+50% +$10.5M ﹤0.01% 2134
2023
Q4 		$20.3M Buy
1,346,638
+57,491
+4% +$846K ﹤0.01% 2666
2023
Q3 		$18.9M Sell
1,289,147
-11,054
-0.9% -$157K ﹤0.01% 2510
2023
Q2 		$17.6M Buy
1,300,201
+7,030
+0.5% +$93.3K ﹤0.01% 2612
2023
Q1 		$17.5M Buy
1,293,171
+130,488
+11% +$1.76M ﹤0.01% 2567
2022
Q4 		$15.3M Sell
1,162,683
-136,903
-11% -$1.8M ﹤0.01% 2608
2022
Q3 		$16.1M Sell
1,299,586
-176,593
-12% -$2.4M ﹤0.01% 2429
2022
Q2 		$19.1M Sell
1,476,179
-112,533
-7% -$1.61M ﹤0.01% 2342
2022
Q1 		$24.2M Buy
1,588,712
+212,760
+15% +$3.29M ﹤0.01% 1923
2021
Q4 		$21.2M Buy
1,375,952
+163,038
+13% +$2.53M ﹤0.01% 2082
2021
Q3 		$19.2M Sell
1,212,914
-18,063
-1% -$284K ﹤0.01% 2130
2021
Q2 		$19M Sell
1,230,977
-50,182
-4% -$779K ﹤0.01% 2208
2021
Q1 		$18.7M Buy
1,281,159
+670,242
+110% +$9.85M ﹤0.01% 1982
2020
Q4 		$8.64M Buy
610,917
+138,682
+29% +$1.9M ﹤0.01% 2669
2020
Q3 		$6.25M Buy
472,235
+156,780
+50% +$1.96M ﹤0.01% 2495
2020
Q2 		$3.67M Sell
315,455
-148
-0% -$1.67K ﹤0.01% 2988
2020
Q1 		$3.88M Sell
315,603
-225,945
-42% -$3.7M ﹤0.01% 2690
2019
Q4 		$9.79M Buy
541,548
+143,200
+36% +$2.53M ﹤0.01% 2457
2019
Q3 		$7.35M Sell
398,348
-8,599
-2% -$155K ﹤0.01% 2450
2019
Q2 		$7.09M Sell
406,947
-14,794
-4% -$259K ﹤0.01% 2538
2019
Q1 		$7.39M Sell
421,741
-23,675
-5% -$417K ﹤0.01% 2340
2018
Q4 		$7.2M Buy
445,416
+18,660
+4% +$332K ﹤0.01% 2480
2018
Q3 		$7.84M Sell
426,756
-62,759
-13% -$1.16M ﹤0.01% 2681
2018
Q2 		$8.77M Sell
489,515
-42,221
-8% -$754K ﹤0.01% 2516
2018
Q1 		$9.32M Buy
531,736
+7,498
+1% +$133K ﹤0.01% 2409
2017
Q4 		$9.35M Buy
524,238
+25,079
+5% +$464K ﹤0.01% 2466
2017
Q3 		$9.2M Buy
499,159
+37,223
+8% +$694K ﹤0.01% 2368
2017
Q2 		$8.65M Sell
461,936
-55,256
-11% -$1.08M ﹤0.01% 2309
2017
Q1 		$10.1M Sell
517,192
-54,765
-10% -$1.02M ﹤0.01% 2189
2016
Q4 		$10.3M Sell
571,957
-59,639
-9% -$1.07M ﹤0.01% 2223
2016
Q3 		$11.5M Sell
631,596
-11,399
-2% -$209K ﹤0.01% 1891
2016
Q2 		$11.4M Sell
642,995
-8,750
-1% -$149K ﹤0.01% 1873
2016
Q1 		$11.1M Sell
651,745
-16,127
-2% -$258K ﹤0.01% 1785
2015
Q4 		$10.9M Buy
667,872
+59,995
+10% +$986K ﹤0.01% 1910
2015
Q3 		$9.51M Buy
607,877
+161,734
+36% +$2.61M ﹤0.01% 1999
2015
Q2 		$7.24M Buy
446,143
+152,532
+52% +$2.58M ﹤0.01% 2437
2015
Q1 		$5.05M Buy
293,611
+178,004
+154% +$3.08M ﹤0.01% 2756
2014
Q4 		$2.03M Buy
115,607
+31,444
+37% +$529K ﹤0.01% 3552
2014
Q3 		$1.31M Sell
84,163
-53,192
-39% -$884K ﹤0.01% 3794
2014
Q2 		$2.38M Buy
137,355
+11,228
+9% +$187K ﹤0.01% 3345
2014
Q1 		$2.2M Sell
126,127
-22,439
-15% -$408K ﹤0.01% 3333
2013
Q4 		$2.78M Buy
148,566
+24,913
+20% +$434K ﹤0.01% 3122
2013
Q3 		$2.1M Buy
123,653
+30,320
+32% +$523K ﹤0.01% 3173
2013
Q2 		$1.6M Buy
+93,333
New +$1.58M ﹤0.01% 3336

Other funds holding GBDC

SO
STRS Ohio Columbus, Ohio $26.7B AUM 43.32% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $77.5B AUM 28.19% 1-Year Est. Return
SIS
Sound Income Strategies Ft Lauderdale, Florida $2.23B AUM 11.22% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
SMA
Sage Mountain Advisors Atlanta, Georgia $1.63B AUM 18.97% 1-Year Est. Return
OAC
OMERS Administration Corp Toronto, Ontario, Canada $16.7B AUM 35.96% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley's GBDC Position: Q2 2026 in Review

Morgan Stanley increased its Golub Capital BDC (GBDC) stake by 19% in Q2 2026, buying an estimated $4.91M and bringing the position to 2,354,219 shares worth $30.3M. The position accounts for ﹤0.01% of the portfolio, ranked #2711.

Morgan Stanley first reported a position in GBDC in Q2 2013 and has held it in 53 quarters since. The position peaked at $41.4M in Q4 2025. 317 funds tracked by Wall St. Rank hold GBDC as of Q2 2026.

  • Morgan Stanley held 2,354,219 shares of Golub Capital BDC worth $30.3M as of Q2 2026.
  • Morgan Stanley bought 376,873 Golub Capital BDC shares in Q2 2026, an estimated $4.91M.
  • Golub Capital BDC made up ﹤0.01% of Morgan Stanley's portfolio in Q2 2026, its #2711 holding.
  • Morgan Stanley first reported a position in Golub Capital BDC in Q2 2013 and has held it in 53 quarters since.
  • Morgan Stanley's Golub Capital BDC position peaked at $41.4M in Q4 2025.
  • 317 funds tracked by Wall St. Rank held Golub Capital BDC as of Q2 2026.

Based on Morgan Stanley's 13F filing for Q2 2026, filed 13 Aug 2026.