Investcorp Credit Management BDC, Inc.
Investcorp Credit Management BDC, Inc. (ICMB) Stock Ownership
Institutional vs insider vs public ownership from 13F and float data — top holders, activity, and insider trades below.
SEC 13F · FMP · ICMB · as of Sep 30, 2025
Ownership Breakdown
14
Institutional Holders
$2.59M
Total Inst. Value
▲ $299,449 vs Q2
14.43M
Shares Outstanding
freeFloat 83.57%
932,386
13F Shares Held
▲ 109,958 vs Q2
Institutional ownership = 13F shares ÷ total outstanding. Insider % = 100 − free float. Public % = free float − institution %. Data: FMP /symbol-positions-summary + /shares-float + SEC EDGAR.
Top Institutional Holders
ICMB largest shareholders · institutional ownership
Q3 2025 · SEC 13F
Showing top 10 holders
| Holder | Shares | % Owned | Weight | Value | Reported | Change |
|---|---|---|---|---|---|---|
BULLDOG INVESTORS, LLP | 522.8K | 3.63% | 3.63% | $1.45B | Nov 14, 2025 | ▲ 164.3K |
MORGAN STANLEY | 287.1K | 1.99% | 1.99% | $798.06M | May 27, 2026 | ▲ 30.5K |
WESTBOURNE INVESTMENTS, INC. | 31.0K | 21.50% | 21.50% | $86.61M | Nov 6, 2025 | — held |
LPL FINANCIAL LLC | 24.5K | 17.00% | 17.00% | $68.14M | Nov 12, 2025 | ▼ 9.2K |
GEODE CAPITAL MANAGEMENT, LLC | 16.9K | 11.75% | 11.75% | $46.92M | Nov 12, 2025 | — held |
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 12.0K | 8.32% | 8.32% | $33.05M | Oct 31, 2025 | ▼ 2.9K |
ETHOS FINANCIAL GROUP, LLC | 11.8K | 8.21% | 8.21% | $32.91M | Oct 23, 2025 | — held |
RAYMOND JAMES FINANCIAL INC | 10.7K | 7.43% | 7.43% | $29.80M | Nov 14, 2025 | ▼ 1.3K |
BANK OF AMERICA CORP /DE/ | 8.4K | 5.81% | 5.81% | $23.30M | Feb 3, 2026 | — held |
UBS GROUP AG | 3.1K | 2.17% | 2.17% | $8.71M | Nov 13, 2025 | ▲ 3.1K |
Data from SEC Form 13F filings. Ownership bar normalised to largest holder. Change flags: isNew / isSoldOut / changeInSharesNumber (FMP extract-analytics/holder).
Institutional Activity
Q3 2025 vs prior quarter
Q3 2025
3
Increased
+197.9K shares1
New Positions
first time holders3
Decreased
−13.3K shares1
Sold Out
fully exitedNet shares change (top 50)
+184.6K
+197.9K / −13.3K
Net new holders
+0
1 new / 1 exited
Based on top 50 institutional holders by position size. Fields: isNew, isSoldOut, changeInSharesNumber (FMP extract-analytics/holder, limit=50).
Insider Buying vs Selling
ICMB insider trading · insider activity
Source: SEC Form 4
Insiders have been net buyers of shares recently. Selling may be driven by pre-scheduled Rule 10b5-1 plans rather than negative sentiment.
2
Buy transactions
0
Sell transactions
0.00
Buy/Sell ratio
$0M
Total disposed
Recent Insider Transactions
Showing 10 most recent · Common Stock only
| Name · Role | Date | Type | Shares | Price | Value | After Trans. | Filing |
|---|---|---|---|---|---|---|---|
Shaikh Suhail A. President & CEO | Dec 16, 2024 | Purchase | 2,500 | $3.21 | $8.0K | 7.0K | Form 4 ↗ |
Shaikh Suhail A. President & CEO | Dec 10, 2024 | Purchase | 4,500 | $3.22 | $14.5K | 4.5K | Form 4 ↗ |
CYRUS CAPITAL PARTNERS, L.P. 10 percent owner | May 5, 2022 | Sale | 2,165,000 | $6.93 | $15.00M | 1.25M | Form 4 ↗ |
CYRUS CAPITAL PARTNERS GP, LLC
| May 5, 2022 | Sale | 2,165,000 | $6.93 | $15.00M | 1.25M | Form 4 ↗ |
DELGUERCIO ROCCO See Remarks | Sep 1, 2021 | Purchase | 2,000 | $5.35 | $10.7K | 12.1K | Form 4 ↗ |
Investcorp BDC Holdings Ltd 10 percent owner | Aug 27, 2021 | Purchase | 399,210 | $6.27 | $2.50M | 908.0K | Form 4 ↗ |
CYRUS CAPITAL PARTNERS, L.P. 10 percent owner | Aug 25, 2021 | Sale | 399,210 | $6.27 | $2.50M | 3.42M | Form 4 ↗ |
Shaiman Lee Michael director | Dec 9, 2020 | Purchase | 500 | $5.07 | $2.5K | 1.0K | Form 4 ↗ |
Shaiman Lee Michael director | Dec 4, 2020 | Purchase | 500 | $5.22 | $2.6K | 500 | Form 4 ↗ |
Jansen Christopher E President and Secretary | Nov 4, 2020 | J-Other | 5,000 | — | — | 0 | Form 4 ↗ |
Source: /insider-trading/search (FMP stable). Buy/Sell direction: acquisitionOrDisposition A=Buy, D=Sell. RSU vesting (M-Exempt) excluded from sentiment bar. All data from SEC EDGAR public filings.
About institutional & insider ownership
Investcorp Credit Management BDC, Inc. (ICMB) is primarily owned by institutional investors, who hold approximately 6.5% of total shares outstanding. Company insiders own approximately 16.43%, while retail and public investors account for the remaining 77.11%.
The largest institutional shareholder of Investcorp Credit Management BDC, Inc. is BULLDOG INVESTORS, LLP, holding approximately 522,752 shares — equal to 3.63% of outstanding shares — as of September 30, 2025.
A total of 14 institutional investors currently hold ICMB stock, with a combined institutional value of approximately $2,591,995 as of the most recent 13F filing period.
Frequently asked questions
ICMB ownershipInvestcorp Credit Management BDC, Inc. (ICMB) is primarily owned by institutional investors, who hold approximately 6.5% of shares. The largest shareholder is BULLDOG INVESTORS, LLP with a 3.63% stake. Company insiders hold 16.43%. Data sourced from SEC Form 13F as of September 30, 2025.