Ranked by reported Q1 2026 13F market value
Share of total reported institutional value in PDCC held by the largest 10 / 25 filers.
| # | Institution | Shares Held | Market Value | QoQ Change | Ownership % | % of Fund |
|---|---|---|---|---|---|---|
| 1 | University of Wisconsin Foundation | 1.5M | $15.3M | — | 21.444% | 13.61% |
| 2 | Jefferies Financial Group Inc. | 250K | $2.6M | -0.1% | 3.671% | 0.02% |
| 3 | GOLDMAN SACHS GROUP INC | 249K | $2.6M | 0.0% | 3.665% | 0.00% |
| 4 | PRUDENTIAL FINANCIAL INC | 161K | $1.7M | 0.0% | 2.372% | 0.00% |
| 5 | KINGSWOOD WEALTH ADVISORS, LLC | 85K | $893K | -5.1% | 1.249% | 0.04% |
| 6 | ADVISOR GROUP HOLDINGS, INC. | 3K | $34K | +103.1% | 0.048% | 0.00% |
| 7 | MORGAN STANLEY | 1K | $11K | 0.0% | 0.015% | 0.00% |
| 8 | N.E.W. Advisory Services LLC | 510 | $5K | -49.0% | 0.007% | 0.00% |
| 9 | UBS Group AG | 235 | $2K | +17.5% | 0.003% | 0.00% |
| 10 | WELLS FARGO & COMPANY/MN | 1 | $10 | — | 0.000% | 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 PDCC — a direct measure of their conviction.
Filings activity in PDCC during Q1 2026, grouped by how each filer changed its position.
7 quarters of 13F filings · Δ columns show change vs prior quarter
| Quarter | Inst. Holders | Δ Holders | Ownership % | Δ Ownership | Total 13F Value | Δ Value |
|---|---|---|---|---|---|---|
| Q1 2026 | 10 | +25% | 36.20% | +19.82 pp | $23M | +121% |
| Q4 2025 | 8 | 11% | 16.38% | 40.68 pp | $11M | 71% |
| Q3 2025 | 9 | +13% | 57.06% | 4.97 pp | $37M | 8.0% |
| Q2 2025 | 8 | +0.0% | 62.03% | 3.49 pp | $40M | 5.3% |
| Q1 2025 | 8 | +14% | 65.52% | 7.32 pp | $42M | 10% |
| Q4 2024 | 7 | +0.0% | 72.84% | +1.26 pp | $47M | +1.8% |
| Q3 2024 | 7 | — | 71.58% | — | $46M | — |
Source: SEC 13F institutional filings. Ownership % requires market cap data and will show once linked. Δ columns compare to the immediately prior filed quarter.
Quick answers to the most common questions about buying PDCC stock.
Based on Q1 2026 13F filings, institutional ownership of Pearl Diver Credit Company Inc. stands at 36.2%, held across 10 reporting institutions.
University of Wisconsin Foundation is the largest reported institutional holder of PDCC, with approximately 1,459,021 shares worth $0.02B as of Q1 2026.
No marquee "smart money" managers (Berkshire, Burry, ARK, Tiger Global, Pershing Square, Baupost, etc.) currently appear among the top 25 institutional holders of PDCC.
Our composite Smart Money Score for PDCC is 62 out of 100 (Bullish). It combines net institutional buying activity, ownership shift, marquee investor presence, and holder-count growth.
2 institutions opened new positions in PDCC during Q1 2026, while 0 fully exited. 1 added to existing positions and 7 trimmed.
PDCC institutional ownership rose by 19.82 percentage points quarter-over-quarter, with a net change of +2 holders.
The top 10 institutions account for 100.0% of all reported 13F value in PDCC, 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.
Pearl Diver Credit Company Inc. (PDCC) Institutional Ownership