| 0.12% |
| 4 | ARES MANAGEMENT LLC | 1.1M | $11.9M | +99.2% | 2.953% | 0.52% |
| 5 | Invesco Ltd. | 1.0M | $10.9M | -2.8% | 2.715% | 0.00% |
| 6 | RIVERNORTH CAPITAL MANAGEMENT, LLC | 703K | $7.7M | — | 1.907% | 0.36% |
| 7 | North Ground Capital | 521K | $5.7M | +53.7% | 1.413% | 6.82% |
| 8 | UBS Group AG | 502K | $5.5M | +41.1% | 1.362% | 0.00% |
| 9 | Mariner, LLC | 441K | $4.8M | -4.8% | 1.197% | 0.01% |
| 10 | Bulldog Investors, LLP | 437K | $4.8M | -4.3% | 1.187% | 1.05% |
| 11 | Russell Investments Group, Ltd. | 433K | $4.7M | +48.1% | 1.175% | 0.00% |
| 12 | Almitas Capital LLC | 357K | $3.9M | 0.0% | 0.969% | 0.93% |
| 13 | Focus Partners Wealth | 299K | $3.3M | -18.6% | 0.812% | 0.00% |
| 14 | CONDOR CAPITAL MANAGEMENT | 280K | $3.1M | -19.1% | 0.760% | 0.23% |
| 15 | Aspen Grove Capital, LLC | 319K | $3.0M | +18.2% | 0.866% | 0.44% |
| 16 | Callodine Capital Management, LP | 192K | $2.1M | +60.0% | 0.521% | 0.14% |
| 17 | WELLS FARGO & COMPANY/MN | 188K | $2.1M | -1.2% | 0.511% | 0.00% |
| 18 | VAN ECK ASSOCIATES CORP | 165K | $1.8M | +3.7% | 0.449% | 0.00% |
| 19 | Cerberus Capital Management, L.P. | 160K | $1.7M | 0.0% | 0.434% | 0.08% |
| 20 | Muzinich & Co., Inc. | 155K | $1.7M | +1.2% | 0.421% | 0.58% |
| 21 | Sumitomo Mitsui Trust Group, Inc. | 153K | $1.7M | 0.0% | 0.415% | 0.00% |
| 22 | HighTower Advisors, LLC | 129K | $1.4M | +7.7% | 0.351% | 0.00% |
| 23 | TWO SIGMA INVESTMENTS, LP | 125K | $1.4M | -58.7% | 0.340% | 0.00% |
| 24 | BlackRock, Inc. | 125K | $1.4M | -2.4% | 0.338% | 0.00% |
| 25 | RAYMOND JAMES FINANCIAL INC | 113K | $1.2M | -31.2% | 0.306% | 0.00% |
denotes a marquee investor (Buffett, Burry, ARK, Tiger Global, Pershing Square, Baupost and other widely-followed managers). “% of Fund” shows how much of that investor’s total 13F portfolio is invested in CCAP — a direct measure of their conviction.
| 56.98% |
| +10.80 pp |
| $317M |
| +13% |
| Q4 2024 | 87 | +7.4% | 46.18% | 0.57 pp | $281M | +3.8% |
| Q3 2024 | 81 | — | 46.75% | — | $271M | — |
Source: SEC 13F institutional filings. Ownership % requires market cap data and will show once linked. Δ columns compare to the immediately prior filed quarter.
13 institutions opened new positions in CCAP during Q2 2026, while 16 fully exited. 16 added to existing positions and 53 trimmed.
CCAP institutional ownership rose by 2.54 percentage points quarter-over-quarter, with a net change of -2 holders.
The top 10 institutions account for 78.8% of all reported 13F value in CCAP, and the top 25 account for 92.5%.
All data is sourced from SEC Form 13F filings, which institutional investment managers with at least $100M in assets are required to file each quarter. We process every 13F filing from EDGAR and recompute the aggregates after each cycle. Insider transactions are sourced from Form 4 filings.
Crescent Capital BDC, Inc. (CCAP) Institutional Ownership