Investcorp Credit Management BDC, Inc. (ICMB) Institutional Ownership

Ownership Summary

A total of 17 institutions have reported a stake in Investcorp Credit Management BDC, Inc. (NASDAQ:ICMB) as of December 2025, according to recent 13F filings with the SEC.

• These investors collectively held 22.7% of the company's total shares outstanding in December 2025, up from 17.6% in September 2025.
• Institutional share ownership changed by 32.19% QoQ, while the number of institutional owners saw an increase of 6.25% YoY.
• Of these 17 institutional investors, 7 increased their holdings in Investcorp Credit Management BDC, while 4 of them reduced positions, and 6 investors maintained their exposure.
• This class of investors increased its holdings in Investcorp Credit Management BDC to 1.20Mn shares for the 13F-cycle ending December 2025, up by 292.88K shares quarter on quarter, and up 689.22K shares year over year.
• The top institutional stake in Investcorp Credit Management BDC as of December 31, 2025 belongs to Bulldog Investors, LLP, which owns 554.20K shares, or 10.44% of the company.
• Among the most significant buyers of Investcorp Credit Management BDC during December 2025 were MORGAN STANLEY (110.57K), CITADEL ADVISORS LLC (80.85K), North Ground Capital (54.30K), Bulldog Investors, LLP (31.45K), Alpine Global Management, LLC (26.23K).
• Leading sellers of Investcorp Credit Management BDC stock in December 2025 included WESTBOURNE INVESTMENTS, INC. (12.00K), INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC (7.20K), LPL Financial LLC (1.70K), OSAIC HOLDINGS, INC. (15).
• The top 10 institutional holders of Investcorp Credit Management BDC for the quarter ending December 2025 included Bulldog Investors, LLP (554.20K), MORGAN STANLEY (397.64K), CITADEL ADVISORS LLC (80.85K), North Ground Capital (54.30K), Alpine Global Management, LLC (26.23K), LPL Financial LLC (22.81K), WESTBOURNE INVESTMENTS, INC. (19.00K), GEODE CAPITAL MANAGEMENT, LLC (16.94K), BANK OF AMERICA CORP /DE/ (8.38K), UBS Group AG (7.04K).