Ranked by reported Q1 2026 13F market value
Share of total reported institutional value in ICMB held by the largest 10 / 25 filers.
| # | Institution | Shares Held | Market Value | QoQ Change | Ownership % | % of Fund |
|---|---|---|---|---|---|---|
| 1 | Bulldog Investors, LLP | 597K | $967K | +7.7% | 4.135% | 0.22% |
| 2 | Founders Financial Alliance, LLC | 296K | $479K | β | 2.050% | 0.09% |
| 3 | North Ground Capital | 25K | $41K | -53.3% | 0.176% | 0.05% |
| 4 | LPL Financial LLC | 23K | $37K | +0.4% | 0.159% | 0.00% |
| 5 | TWO SIGMA SECURITIES, LLC | 21K | $33K | β | 0.143% | 0.00% |
| 6 | JANE STREET GROUP, LLC | 17K | $28K | β | 0.118% | 0.00% |
| 7 | GEODE CAPITAL MANAGEMENT, LLC | 17K | $27K | 0.0% | 0.117% | 0.00% |
| 8 | RAYMOND JAMES FINANCIAL INC | 11K | $18K | β | 0.077% | 0.00% |
| 9 | Alpine Global Management, LLC | 11K | $17K | -59.1% | 0.074% | 0.00% |
| 10 | INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 5K | $7K | 0.0% | 0.033% | 0.00% |
| 11 | UBS Group AG | 3K | $5K | -54.0% | 0.022% | 0.00% |
| 12 | Legacy Wealth Managment, LLC/ID | 3K | $4K | 0.0% | 0.017% | 0.00% |
| 13 | MORGAN STANLEY | 1K | $2K | -99.7% | 0.009% | 0.00% |
| 14 | Triumph Capital Management | 1K | $2K | 0.0% | 0.007% | 0.00% |
| 15 | MTM Investment Management, LLC | 500 | $810 | 0.0% | 0.003% | 0.00% |
| 16 | Osbon Capital Management LLC | 472 | $765 | β | 0.003% | 0.00% |
| 17 | Allworth Financial LP | 18 | $29 | β | 0.000% | 0.00% |
| 18 | WELLS FARGO & COMPANY/MN | 0 | $0 | β | 0.000% | 0.00% |
denotes a marquee investor (Buffett, Burry, ARK, Tiger Global, Pershing Square, Baupost and other widely-followed managers). β% of Fundβ shows how much of that investorβs total 13F portfolio is invested in ICMB β a direct measure of their conviction.
Filings activity in ICMB during Q1 2026, grouped by how each filer changed its position.
No institutions added to their position this quarter.
8 quarters of 13F filings Β· Ξ columns show change vs prior quarter
| Quarter | Inst. Holders | Ξ Holders | Ownership % | Ξ Ownership | Total 13F Value | Ξ Value |
|---|---|---|---|---|---|---|
| Q1 2026 | 18 | +5.9% | 9.64% | 9.11 pp | $2M | 49% |
| Q4 2025 | 17 | +13% | 18.75% | +3.78 pp | $3M | +25% |
| Q3 2025 | 15 | 6.3% | 14.97% | +1.73 pp | $3M | +13% |
| Q2 2025 | 16 | +6.7% | 13.24% | +1.92 pp | $2M | +17% |
| Q1 2025 | 15 | 6.3% | 11.32% | +3.00 pp | $2M | +36% |
| Q4 2024 | 16 | +0.0% | 8.32% | +1.63 pp | $1M | +24% |
| Q3 2024 | 16 | +23% | 6.69% | 0.29 pp | $1M | 4.2% |
| Q2 2024 | 13 | β | 6.98% | β | $1M | β |
Source: SEC 13F institutional filings. Ownership % requires market cap data and will show once linked. Ξ columns compare to the immediately prior filed quarter.
Quick answers to the most common questions about buying ICMB stock.
Based on Q1 2026 13F filings, institutional ownership of Investcorp Credit Management BDC, Inc. stands at 9.6%, held across 18 reporting institutions.
Bulldog Investors, LLP is the largest reported institutional holder of ICMB, with approximately 596,780 shares worth $0.00B as of Q1 2026.
Yes β 2 widely-followed marquee investors appear among the top 25 institutional holders of ICMB, including TWO SIGMA SECURITIES, LLC, JANE STREET GROUP, LLC.
Our composite Smart Money Score for ICMB is 46 out of 100 (Neutral). It combines net institutional buying activity, ownership shift, marquee investor presence, and holder-count growth.
6 institutions opened new positions in ICMB during Q1 2026, while 5 fully exited. 0 added to existing positions and 11 trimmed.
ICMB institutional ownership fell by 9.11 percentage points quarter-over-quarter, with a net change of +1 holders.
The top 10 institutions account for 99.1% of all reported 13F value in ICMB, and the top 25 account for 100.0%.
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.
Investcorp Credit Management BDC, Inc. (ICMB) Institutional Ownership