Who Owns ICMB?
Investcorp Credit Management BDC, Inc. — Institutional Ownership & 13F Holdings
$1.95
+0.06 (+3.28%)
Market Cap
$38.9M
Shares Outstanding
14,432,472
Institutional Holders
15
Total Inst. Value
$2.1M
% of Float Held
—
QoQ Holder Change
+3
Institutional data as of Q1 2025
New Positions
2
Closed Positions
4
Increased
3
Decreased
4
Institutional Ownership Trend
Top 10 Institutional Holders(Q1 2025)
| # | Fund | Value | Shares |
|---|---|---|---|
| 1 | MORGAN STANLEY | $736K | 229,499 |
| 2 | Bulldog Investors, LLP | $678K | 211,397 |
| 3 | CITADEL ADVISORS LLC | $100K | 30,844 |
| 4 | WESTBOURNE INVESTMENTS, INC.New | $100K | 31,000 |
| 5 | LPL Financial LLC | $91K | 28,416 |
| 6 | INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | $89K | 27,750 |
| 7 | RAYMOND JAMES FINANCIAL INC | $75K | 23,320 |
| 8 | GEODE CAPITAL MANAGEMENT, LLC | $54K | 16,938 |
| 9 | NewEdge Advisors, LLC | $42K | 12,983 |
| 10 | Ethos Financial Group, LLCNew | $38K | 11,840 |
Biggest Buyers & Sellers This Quarter
Top Buyers
| Fund | Shares Added | Value |
|---|---|---|
| MORGAN STANLEY | +6K | $736K |
| Bulldog Investors, LLP | +135K | $678K |
| WESTBOURNE INVESTMENTS, INC.New | +31K | $100K |
| RAYMOND JAMES FINANCIAL INC | +749 | $75K |
| Ethos Financial Group, LLCNew | +12K | $38K |
Top Sellers
| Fund | Shares Removed | Value |
|---|---|---|
| LPL Financial LLC | -22K | $91K |
| CITADEL ADVISORS LLC | -22K | $100K |
| UBS Group AG | -16K | $21K |
| NewEdge Advisors, LLC | -2K | $42K |
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Frequently Asked Questions
How many institutional investors hold ICMB?
As of Q1 2025, 15 institutional investors report holding ICMB (Investcorp Credit Management BDC, Inc.) in their 13F filings.
Which hedge fund owns the most ICMB?
The largest institutional holder of ICMB is MORGAN STANLEY with $736K in shares.
Are institutions buying or selling ICMB?
This quarter, 2 institutions opened new positions in ICMB and 4 closed their positions.
What is 13F institutional ownership?
SEC Form 13F is a quarterly report filed by institutional investment managers with over $100M in qualifying assets. It discloses their US equity holdings, providing transparency into what the largest investors are buying and selling.
How often is institutional ownership data updated?
13F filings are due 45 days after each calendar quarter end (May 15, Aug 14, Nov 14, Feb 14). Data is updated on HedgeTrace as new filings are processed.