Who Owns Investcorp Credit Management BDC, Inc. (ICMB)?Hedge Fund & Institutional Holders
Institutional Holders
18
as of Q4 2025
Total Institutional Value
$5.100019000120005e+38T
% of Float Held
—
QoQ Change in Holders
+7 / -1
Price History
ICMB — Biggest New Institutional Buyers This Quarter
| Fund | Action | Shares Added | Value Added |
|---|---|---|---|
| WESTBOURNE INVESTMENTS, INC. | New Position | +19K | +$51.0M |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | New Position | +5K | +$12.0M |
| UBS Group AG | Increased | +4K | +$10.3M |
| MTM Investment Management, LLC | New Position | +500 | +$1.0M |
| MORGAN STANLEY | Increased | +111K | +$202K |
| North Ground Capital | New Position | +54K | +$146K |
| Alpine Global Management, LLC | New Position | +26K | +$70K |
| Bulldog Investors, LLP | Increased | +31K | +$43K |
| CITADEL ADVISORS LLC | New Position | +81K | +$0 |
| Rockefeller Capital Management L.P. | New Position | +7K | +$0 |
ICMB — Institutions Reducing or Closing Positions
| Fund | Action | Shares Sold | Value Sold |
|---|---|---|---|
| LPL Financial LLC | Decreased | -2K | -$68.1M |
| RAYMOND JAMES FINANCIAL INC | Closed Position | -11K | -$29.8M |
| OSAIC HOLDINGS, INC. | Decreased | -15 | -$111K |
Top Institutional Holders(Q4 2025)
| # | Fund | Shares | Value | % of Portfolio | Type |
|---|---|---|---|---|---|
| 1 | WESTBOURNE INVESTMENTS, INC. | 19,000 | $51.0M | 0.02% | Share |
| 2 | UBS Group AG | 7,038 | $19.0M | 0.00% | Share |
| 3 | INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 4,800 | $12.0M | 0.00% | Share |
| 4 | Legacy Wealth Managment, LLC/ID | 2,500 | $6.0M | 0.00% | Share |
| 5 | Triumph Capital Management | 1,000 | $2.0M | 0.00% | Share |
| 6 | Bulldog Investors, LLP | 554,197 | $1.5M | 0.33% | Share |
| 7 | MTM Investment Management, LLC | 500 | $1.0M | 0.00% | Share |
| 8 | MORGAN STANLEY | 397,641 | $1.0M | 0.00% | Share |
| 9 | North Ground Capital | 54,299 | $146K | 0.07% | Share |
| 10 | Alpine Global Management, LLC | 26,225 | $70K | 0.01% | Share |
| 11 | WELLS FARGO & COMPANY/MN | 0 | $0 | 0.00% | Share |
| 12 | Rockefeller Capital Management L.P. | 6,503 | $0 | 0.00% | Share |
| 13 | GEODE CAPITAL MANAGEMENT, LLC | 16,938 | $0 | 0.00% | Share |
| 14 | LPL Financial LLC | 22,811 | $0 | 0.00% | Share |
| 15 | OSAIC HOLDINGS, INC. | 23 | $0 | 0.00% | Share |
| 16 | CITADEL ADVISORS LLC | 80,847 | $0 | 0.00% | Share |
| 17 | UBS Group AG | 6 | $0 | 0.00% | Share |
| 18 | BANK OF AMERICA CORP /DE/ | 8,383 | $0 | 0.00% | Share |
ICMB Institutional Ownership History
| Quarter | Holders | Total Value | Change |
|---|---|---|---|
| Q4 2025 | 17 | $93.7M | +6 |
| Q3 2025 | 11 | $118.8M | -3 |
| Q2 2025 | 14 | $532.2M | -1 |
| Q1 2025 | 15 | $1.4B | -2 |
| Q4 2024 | 17 | $614.7M | +4 |
| Q3 2024 | 13 | $164.4B | +2 |
| Q2 2024 | 11 | $967.3M | -1 |
| Q1 2024 | 12 | $2.8B | — |
Similar Stocks by Institutional Ownership
As of Q4 2025, 18 institutional investors hold ICMB (Investcorp Credit Management BDC, Inc.). The largest holder is WESTBOURNE INVESTMENTS, INC. with $51.0M in shares. This quarter, 7 institutions opened new positions and 1 closed their positions.
Frequently Asked Questions
How many hedge funds own ICMB?
As of Q4 2025, 18 institutional investors report holding ICMB (Investcorp Credit Management BDC, Inc.) in their 13F filings.
Who is the largest institutional holder of ICMB?
The largest institutional holder of ICMB is WESTBOURNE INVESTMENTS, INC. with $51.0M in shares.
Is institutional ownership of ICMB increasing or decreasing?
This quarter, 7 institutions opened new positions in ICMB and 1 closed their positions.