Barings BDC, Inc.
BBDC- Exchange
- NYSE
- SEC CIK
- 0001379785
No open-market purchases or sales by Barings BDC, Inc. insiders were filed in the last 90 days; 201 institutions reported holding it in 13F filings for Q2 2026, worth $428.6M in total; no superinvestor holds it.
13F holders, Q2 2021
Institutional positions in Barings BDC, Inc. as of Jun 30, 2021. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 114
- +7 vs. Q1 2021
- Shares held
- 43.4M
- −292.7K (−0.7%) vs. Q1 2021
- Total value
- $458.3M
- +$22.2M (+5.1%) vs. Q1 2021
- New holders
- 17
- 41 more added
- Sold out
- 10
- 32 more reduced
Compare with Q1 2021: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting BBDC on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 201 | $428.6M |
| Q1 2026 | 210 | $392.8M |
| Q4 2025 | 217 | $439.0M |
| Q3 2025 | 209 | $401.5M |
| Q2 2025 | 195 | $412.8M |
| Q1 2025 | 211 | $425.4M |
| Q4 2024 | 198 | $431.1M |
| Q3 2024 | 199 | $434.1M |
| Q2 2024 | 191 | $426.6M |
| Q1 2024 | 199 | $439.2M |
| Q4 2023 | 203 | $408.4M |
| Q3 2023 | 209 | $436.9M |
| Q2 2023 | 210 | $405.3M |
| Q1 2023 | 217 | $422.8M |
| Q4 2022 | 221 | $439.0M |
| Q3 2022 | 204 | $443.7M |
| Q2 2022 | 217 | $495.1M |
| Q1 2022 | 211 | $527.7M |
| Q4 2021 | 114 | $464.8M |
| Q3 2021 | 111 | $465.7M |
| Q2 2021 | 114 | $458.3M |
| Q1 2021 | 107 | $436.1M |
Institutions, Q2 2021
Shares, value and share of portfolio for each institution holding Barings BDC, Inc.; share changes are against Q1 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Barings LLC | 13,639,681 | $144.0M | 3.33% | 00.0% | Unchanged |
| Ares Management LLC | 3,786,791 | $40.0M | 1.43% | +579,217+18.1% | Added |
| UBS Group AG | 2,674,418 | $28.2M | 0.01% | −14,796−0.6% | Reduced |
| Punch & Associates Investment Management, Inc. | 2,560,448 | $27.0M | 1.53% | −571,456−18.2% | Reduced |
| Rivernorth Capital Management, LLC | 1,601,022 | $16.9M | 0.96% | +31,205+2.0% | Added |
| Relative Value Partners Group, LLC | 1,504,798 | $15.9M | 1.24% | +29,560+2.0% | Added |
| Arrowstreet Capital, Limited Partnership | 1,332,462 | $14.1M | 0.02% | +646,598+94.3% | Added |
| Cooperman Leon G | 1,131,338 | $11.9M | 0.67% | −602,932−34.8% | Reduced |
| Cliffwater LLC | 1,114,237 | $11.8M | 3.10% | −165,727−12.9% | Reduced |
| Clough Capital Partners L P | 1,086,626 | $11.5M | 0.64% | −177,200−14.0% | Reduced |
| Dimension Capital Management LLC | 869,519 | $9.18M | 2.00% | −322,889−27.1% | Reduced |
| Wells Fargo & Company | 827,442 | $8.74M | 0.00% | +181,844+28.2% | Added |
| Van Eck Associates Corp | 825,316 | $8.71M | 0.02% | −65,522−7.4% | Reduced |
| Clearbridge Investments, LLC | 605,419 | $6.39M | 0.00% | +1790.0% | Added |
| Price T Rowe Associates Inc | 560,585 | $5.92M | 0.00% | +176,800+46.1% | Added |
| Callodine Capital Management, LP | 515,000 | $5.44M | 2.05% | +165,000+47.1% | Added |
| Confluence Investment Management LLC | 450,259 | $4.75M | 0.06% | +2,940+0.7% | Added |
| Bulldog Investors, LLP | 432,580 | $4.57M | 1.22% | −500−0.1% | Reduced |
| Legal & General Group Plc | 416,809 | $4.40M | 0.00% | −48,710−10.5% | Reduced |
| BlackRock Inc. | 412,330 | $4.35M | 0.00% | +45,146+12.3% | Added |
| Royce & Associates LP | 406,894 | $4.30M | 0.03% | 00.0% | Unchanged |
| Advisors Asset Management, Inc. | 310,905 | $3.28M | 0.05% | +45,799+17.3% | Added |
| Neuberger Berman Group LLC | 306,987 | $3.24M | 0.00% | +51,489+20.2% | Added |
| Nicola Wealth Management Ltd. | 305,000 | $3.22M | 0.33% | 00.0% | Unchanged |
| Zeke Capital Advisors, LLC | 294,261 | $3.11M | 0.20% | +294,261 | New |
| Sumitomo Mitsui Trust Holdings, Inc. | 286,367 | $3.02M | 0.00% | 00.0% | Unchanged |
| Muzinich & Co., Inc. | 286,367 | $3.02M | 1.87% | 00.0% | Unchanged |
| Two Sigma Advisers, LP | 283,500 | $2.99M | 0.01% | +201,400+245.3% | Added |
| Millennium Management LLC | 267,804 | $2.83M | 0.00% | −25,545−8.7% | Reduced |
| Concorde Asset Management, LLC | 259,710 | $2.74M | 1.54% | +29,029+12.6% | Added |
| Kennedy Capital Management, Inc. | 243,042 | $2.57M | 0.06% | −406,123−62.6% | Reduced |
| Raymond James & Associates | 234,766 | $2.48M | 0.00% | +71,487+43.8% | Added |
| Morgan Stanley | 190,434 | $2.01M | 0.00% | +10,167+5.6% | Added |
| Invesco Ltd. | 189,912 | $2.00M | 0.00% | +3,236+1.7% | Added |
| McKinley Capital Management LLC /Delaware | 180,608 | $1.91M | 0.13% | −4,196−2.3% | Reduced |
| Condor Capital Management | 163,652 | $1.73M | 0.19% | +4,827+3.0% | Added |
| Two Sigma Investments, LP | 160,164 | $1.69M | 0.00% | +160,164 | New |
| Marshall Wace North America L.P. | 154,556 | $1.63M | 0.01% | +154,556 | New |
| Skandinaviska Enskilda Banken AB (publ) | 141,340 | $1.49M | 0.01% | 00.0% | Unchanged |
| Grantham, Mayo, Van Otterloo & Co. LLC | 139,470 | $1.47M | 0.01% | 00.0% | Unchanged |
| D. E. Shaw & Co., Inc. | 132,816 | $1.40M | 0.00% | −84,052−38.8% | Reduced |
| Advisory Research Inc | 121,950 | $1.29M | 0.08% | −37,798−23.7% | Reduced |
| Guggenheim Capital LLC | 111,024 | $1.17M | 0.01% | −84,392−43.2% | Reduced |
| Stifel Financial Corp | 109,732 | $1.16M | 0.00% | +11,710+11.9% | Added |
| Mackenzie Financial Corp | 102,611 | $1.08M | 0.00% | +55,119+116.1% | Added |
| Susquehanna International Group, LLP | 95,574 | $1.01M | 0.00% | −93,491−49.4% | Reduced |
| Citadel Advisors LLC | 95,204 | $1.01M | 0.00% | −165,412−63.5% | Reduced |
| Hennion & Walsh Asset Management, Inc. | 94,136 | $994.0K | 0.05% | −5,048−5.1% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 89,385 | $944.0K | 0.00% | −1,356−1.5% | Reduced |
| Quadrature Capital Ltd | 79,105 | $835.0K | 0.03% | +19,153+31.9% | Added |
| Bel Air Investment Advisors LLC | 77,000 | $813.0K | 0.02% | 00.0% | Unchanged |
| StrategIQ Financial Group, LLC | 70,850 | $748.0K | 0.15% | +43,100+155.3% | Added |
| Truist Financial Corp | 70,560 | $745.0K | 0.00% | −11,939−14.5% | Reduced |
| Transcend Wealth Collective, LLC | 70,160 | $739.0K | 0.11% | −7,000−9.1% | Reduced |
| Brighton Jones LLC | 68,561 | $724.0K | 0.04% | +343+0.5% | Added |
| Virtus ETF Advisers LLC | 67,728 | $715.0K | 0.29% | +6,969+11.5% | Added |
| Teton Advisors, Inc. | 45,000 | $475.0K | 0.06% | −15,000−25.0% | Reduced |
| Bank of America Corp | 44,945 | $475.0K | 0.00% | +34,445+328.0% | Added |
| Alliancebernstein L.P. | 44,276 | $468.0K | 0.00% | +44,276 | New |
| Mirae Asset Global Investments Co., Ltd. | 40,194 | $424.0K | 0.00% | +40,194 | New |
| TCW Group Inc | 38,076 | $402.0K | 0.00% | −13,874−26.7% | Reduced |
| Goldman Sachs Group Inc | 35,935 | $379.0K | 0.00% | +35,935 | New |
| Allianz Asset Management GmbH | 35,136 | $371.0K | 0.00% | 00.0% | Unchanged |
| Russell Investments Group, Ltd. | 32,719 | $345.0K | 0.00% | +619+1.9% | Added |
| Bard Associates Inc | 29,745 | $314.0K | 0.10% | +19,520+190.9% | Added |
| RMB Capital Management, LLC | 29,372 | $310.0K | 0.01% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 27,362 | $288.0K | 0.00% | +171+0.6% | Added |
| Koshinski Asset Management, Inc. | 26,809 | $283.0K | 0.04% | +7,509+38.9% | Added |
| Gabelli Funds LLC | 25,477 | $269.0K | 0.00% | −60,958−70.5% | Reduced |
| Shelton Capital Management | 21,600 | $228.0K | 0.01% | 00.0% | Unchanged |
| HRT Financial LP | 21,199 | $223.0K | 0.00% | +11,154+111.0% | Added |
| Great West Life Assurance Co | 20,140 | $212.0K | 0.00% | +1,227+6.5% | Added |
| Marshall Wace, LLP | 20,017 | $211.0K | 0.00% | −23,719−54.2% | Reduced |
| Connor, Clark & Lunn Investment Management Ltd. | 18,292 | $193.0K | 0.00% | +18,292 | New |
| Schonfeld Strategic Advisors LLC | 16,800 | $178.0K | 0.00% | +16,800 | New |
| Wynnefield Capital Inc | 15,321 | $164.0K | 0.08% | 00.0% | Unchanged |
| First National Trust Co | 14,686 | $155.0K | 0.01% | 00.0% | Unchanged |
| Davenport & Co LLC | 14,465 | $153.0K | 0.00% | +118+0.8% | Added |
| Brown Advisory Inc | 14,348 | $152.0K | 0.00% | −20.0% | Reduced |
| Jump Financial, LLC | 13,295 | $140.0K | 0.01% | −2,605−16.4% | Reduced |
| Wedbush Securities Inc | 13,054 | $138.0K | 0.01% | −500−3.7% | Reduced |
| Mission Wealth Management, LP | 12,285 | $130.0K | 0.01% | +12,285 | New |
| National Asset Management, Inc. | 11,750 | $125.0K | 0.00% | +200+1.7% | Added |
| LPL Financial LLC | 11,859 | $125.0K | 0.00% | +11,859 | New |
| Royal Bank of Canada | 11,649 | $123.0K | 0.00% | +1,166+11.1% | Added |
| Soltis Investment Advisors LLC | 11,523 | $122.0K | 0.02% | +11,523 | New |
| HighTower Advisors, LLC | 11,329 | $120.0K | 0.00% | +11,329 | New |
| CSM Advisors, LLC | 11,366 | $119.0K | 0.01% | +11,366 | New |
| Victory Capital Management Inc | 10,293 | $109.0K | 0.00% | −317−3.0% | Reduced |
| Sigma Planning Corp | 10,136 | $107.0K | 0.00% | +10,136 | New |
| Citigroup Inc | 6,918 | $73.0K | 0.00% | 00.0% | Unchanged |
| First Personal Financial Services | 6,228 | $66.0K | 0.02% | +116+1.9% | Added |
| Quadrant Capital Group LLC | 3,474 | $37.0K | 0.01% | +1,671+92.7% | Added |
| Ancora Advisors, LLC | 2,159 | $23.0K | 0.00% | +40+1.9% | Added |
| Lindbrook Capital, LLC | 2,124 | $22.0K | 0.00% | +12+0.6% | Added |
| Advisory Services Network, LLC | 2,114 | $22.0K | 0.00% | +2,114 | New |
| Geneos Wealth Management Inc. | 1,657 | $17.0K | 0.00% | 00.0% | Unchanged |
| Founders Capital Management | 979 | $10.0K | 0.01% | 00.0% | Unchanged |
| Carroll Financial Associates, Inc. | 1,000 | $10.0K | 0.00% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 650 | $7.00K | 0.00% | 00.0% | Unchanged |