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

Institutions by Trading Activity

Ownership Statistics

14,431,202Shares Outstanding

1,209,214Shares held by institutions

$2,466,797Value of institutional holdings

8.38%Institutional ownership %

31.69%Shares Changed QoQ

17No. of institutional investors

Shares Owned by Institutions

Shares Purchased/Sold by Institutions

Ownership Summary

Investcorp Credit Management BDC, Inc. (NASDAQ:ICMB) is held by 17 institutional investors per 13F filings through December 2025.

They owned 8.3% of outstanding stock in December 2025, up from 6.5% the prior quarter.
Their total shares held in ICMB increased 30.98% quarter over quarter, and separately, investors owning Investcorp Credit Management BDC increased 6.25% from a year ago.
During the quarter, 7 of these 17 funds increased positions in ICMB, 5 reduced exposure, and 5 held steady.
Combined, these investors held 1.2Mn shares in ICMB for December 2025, up by 284.5K shares quarter on quarter, and up 420.45K shares year over year.
As of December 31, 2025, Bulldog Investors, LLP held the largest stake in Investcorp Credit Management BDC with 554.2K shares, accounting for 3.84% of total shares outstanding.
The most significant purchases of ICMB for the quarter ending December 2025 came from Morgan Stanley (110.57K), CITADEL ADVISORS LLC (80.85K), North Ground Capital (54.3K), Bulldog Investors, LLP (31.44K), Alpine Global Management, LLC (26.22K).
The biggest sellers of Investcorp Credit Management BDC for the quarter ending December 2025 included WESTBOURNE INVESTMENTS, INC. (12.0K), Bank Of America Corp /De/ (8.38K), INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC (7.2K), LPL Financial LLC (1.7K), OSAIC HOLDINGS, INC. (15).
Business Quant data shows the 10 biggest positions in Investcorp Credit Management BDC as of December 2025 are held by Bulldog Investors, LLP (554.2K), Morgan Stanley (397.64K), CITADEL ADVISORS LLC (80.85K), North Ground Capital (54.3K), Alpine Global Management, LLC (26.22K), LPL Financial LLC (22.81K), WESTBOURNE INVESTMENTS, INC. (19.0K), GEODE CAPITAL MANAGEMENT, LLC (16.94K), Rockefeller Capital Management L.P. (13.01K), Bank Of America Corp /De/ (8.38K).

17 Institutional Holders

1,209,214 Total Shares Held

Rows:

Download Data

Owner Name	Date	Shares Held	Change (QoQ)	Change (%)	Value (USD)
Bulldog Investors, LLP	31 Dec, 2025	554,197	31,445	6.02%	$1,496,332.00
Morgan Stanley	31 Dec, 2025	397,641	110,570	38.52%	$1,073,631.00
CITADEL ADVISORS LLC	31 Dec, 2025	80,847	80,847	0.00%	$218,287.00
North Ground Capital	31 Dec, 2025	54,299	54,299	0.00%	$146,607.00
Alpine Global Management, LLC	31 Dec, 2025	26,225	26,225	0.00%	$70,808.00
LPL Financial LLC	31 Dec, 2025	22,811	-1,700	-6.94%	$61,590.00
WESTBOURNE INVESTMENTS, INC.	31 Dec, 2025	19,000	-12,000	-38.71%	$51,300.00
GEODE CAPITAL MANAGEMENT, LLC	31 Dec, 2025	16,938	0	0.00%	$45,732.00
Rockefeller Capital Management L.P.	31 Dec, 2025	13,006	13,006	0.00%	$35,118.00
Bank Of America Corp /De/	31 Dec, 2025	8,383	-8,383	-50.00%	$22,634.00
UBS Group AG	31 Dec, 2025	7,044	3,911	124.83%	$19,019.00
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	31 Dec, 2025	4,800	-7,200	-60.00%	$12,960.00
Legacy Wealth Managment, LLC/ID	31 Dec, 2025	2,500	0	0.00%	$6,750.00
Triumph Capital Management	31 Dec, 2025	1,000	0	0.00%	$2,700.00
MTM Investment Management, LLC	31 Dec, 2025	500	0	0.00%	$1,350.00
OSAIC HOLDINGS, INC.	31 Dec, 2025	23	-15	-39.47%	$62.00
Wells Fargo & Company/Mn	31 Dec, 2025	0	0	0.00%	$1.00

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