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 |
|---|---|---|---|---|---|
| Focused Wealth Management, Inc | 7 | $0 | 0.00% | 00.0% | Unchanged |
| FMR LLC | 1 | $0 | 0.00% | +1 | New |
| Huntington National Bank | 126 | $1.00K | 0.00% | 00.0% | Unchanged |
| American Portfolios Advisors | 100 | $1.06K | 0.00% | 00.0% | Unchanged |
| Panagora Asset Management Inc | 203 | $2.00K | 0.00% | −170−45.6% | Reduced |
| Barclays PLC | 200 | $2.00K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 300 | $3.00K | 0.00% | +100+50.0% | Added |
| Tower Research Capital LLC (TRC) | 368 | $4.00K | 0.00% | −3,352−90.1% | Reduced |
| Steward Partners Investment Advisory, LLC | 400 | $4.00K | 0.00% | −1,751−81.4% | Reduced |
| Parallel Advisors, LLC | 398 | $4.00K | 0.00% | 00.0% | Unchanged |
| Earnest Partners LLC | 500 | $5.00K | 0.00% | 00.0% | Unchanged |
| Strategic Blueprint, LLC | 500 | $5.00K | 0.00% | +500 | New |
| US Bancorp | 559 | $6.00K | 0.00% | +139+33.1% | Added |
| Signaturefd, LLC | 602 | $6.00K | 0.00% | +377+167.6% | Added |
| Brown Brothers Harriman & Co | 650 | $7.00K | 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 |
| Geneos Wealth Management Inc. | 1,657 | $17.0K | 0.00% | 00.0% | Unchanged |
| 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 |
| Ancora Advisors, LLC | 2,159 | $23.0K | 0.00% | +40+1.9% | Added |
| Quadrant Capital Group LLC | 3,474 | $37.0K | 0.01% | +1,671+92.7% | Added |
| First Personal Financial Services | 6,228 | $66.0K | 0.02% | +116+1.9% | Added |
| Citigroup Inc | 6,918 | $73.0K | 0.00% | 00.0% | Unchanged |
| Sigma Planning Corp | 10,136 | $107.0K | 0.00% | +10,136 | New |
| Victory Capital Management Inc | 10,293 | $109.0K | 0.00% | −317−3.0% | Reduced |
| CSM Advisors, LLC | 11,366 | $119.0K | 0.01% | +11,366 | New |
| HighTower Advisors, LLC | 11,329 | $120.0K | 0.00% | +11,329 | New |
| Soltis Investment Advisors LLC | 11,523 | $122.0K | 0.02% | +11,523 | New |
| Royal Bank of Canada | 11,649 | $123.0K | 0.00% | +1,166+11.1% | Added |
| 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 |
| Mission Wealth Management, LP | 12,285 | $130.0K | 0.01% | +12,285 | New |
| Wedbush Securities Inc | 13,054 | $138.0K | 0.01% | −500−3.7% | Reduced |
| Jump Financial, LLC | 13,295 | $140.0K | 0.01% | −2,605−16.4% | Reduced |
| Brown Advisory Inc | 14,348 | $152.0K | 0.00% | −20.0% | Reduced |
| Davenport & Co LLC | 14,465 | $153.0K | 0.00% | +118+0.8% | Added |
| First National Trust Co | 14,686 | $155.0K | 0.01% | 00.0% | Unchanged |
| Wynnefield Capital Inc | 15,321 | $164.0K | 0.08% | 00.0% | Unchanged |
| Schonfeld Strategic Advisors LLC | 16,800 | $178.0K | 0.00% | +16,800 | New |
| Connor, Clark & Lunn Investment Management Ltd. | 18,292 | $193.0K | 0.00% | +18,292 | New |
| Marshall Wace, LLP | 20,017 | $211.0K | 0.00% | −23,719−54.2% | Reduced |
| Great West Life Assurance Co | 20,140 | $212.0K | 0.00% | +1,227+6.5% | Added |
| HRT Financial LP | 21,199 | $223.0K | 0.00% | +11,154+111.0% | Added |
| Shelton Capital Management | 21,600 | $228.0K | 0.01% | 00.0% | Unchanged |
| Gabelli Funds LLC | 25,477 | $269.0K | 0.00% | −60,958−70.5% | Reduced |
| Koshinski Asset Management, Inc. | 26,809 | $283.0K | 0.04% | +7,509+38.9% | Added |
| Advisor Group Holdings, Inc. | 27,362 | $288.0K | 0.00% | +171+0.6% | Added |
| RMB Capital Management, LLC | 29,372 | $310.0K | 0.01% | 00.0% | Unchanged |
| Bard Associates Inc | 29,745 | $314.0K | 0.10% | +19,520+190.9% | Added |
| Russell Investments Group, Ltd. | 32,719 | $345.0K | 0.00% | +619+1.9% | Added |
| Allianz Asset Management GmbH | 35,136 | $371.0K | 0.00% | 00.0% | Unchanged |
| Goldman Sachs Group Inc | 35,935 | $379.0K | 0.00% | +35,935 | New |
| TCW Group Inc | 38,076 | $402.0K | 0.00% | −13,874−26.7% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 40,194 | $424.0K | 0.00% | +40,194 | New |
| Alliancebernstein L.P. | 44,276 | $468.0K | 0.00% | +44,276 | New |
| 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 |
| Virtus ETF Advisers LLC | 67,728 | $715.0K | 0.29% | +6,969+11.5% | Added |
| Brighton Jones LLC | 68,561 | $724.0K | 0.04% | +343+0.5% | Added |
| Transcend Wealth Collective, LLC | 70,160 | $739.0K | 0.11% | −7,000−9.1% | Reduced |
| Truist Financial Corp | 70,560 | $745.0K | 0.00% | −11,939−14.5% | Reduced |
| StrategIQ Financial Group, LLC | 70,850 | $748.0K | 0.15% | +43,100+155.3% | Added |
| Bel Air Investment Advisors LLC | 77,000 | $813.0K | 0.02% | 00.0% | Unchanged |
| Quadrature Capital Ltd | 79,105 | $835.0K | 0.03% | +19,153+31.9% | Added |
| Raymond James Financial Services Advisors, Inc. | 89,385 | $944.0K | 0.00% | −1,356−1.5% | Reduced |
| Hennion & Walsh Asset Management, Inc. | 94,136 | $994.0K | 0.05% | −5,048−5.1% | Reduced |
| Citadel Advisors LLC | 95,204 | $1.01M | 0.00% | −165,412−63.5% | Reduced |
| Susquehanna International Group, LLP | 95,574 | $1.01M | 0.00% | −93,491−49.4% | Reduced |
| Mackenzie Financial Corp | 102,611 | $1.08M | 0.00% | +55,119+116.1% | Added |
| Stifel Financial Corp | 109,732 | $1.16M | 0.00% | +11,710+11.9% | Added |
| Guggenheim Capital LLC | 111,024 | $1.17M | 0.01% | −84,392−43.2% | Reduced |
| Advisory Research Inc | 121,950 | $1.29M | 0.08% | −37,798−23.7% | Reduced |
| D. E. Shaw & Co., Inc. | 132,816 | $1.40M | 0.00% | −84,052−38.8% | Reduced |
| Grantham, Mayo, Van Otterloo & Co. LLC | 139,470 | $1.47M | 0.01% | 00.0% | Unchanged |
| Skandinaviska Enskilda Banken AB (publ) | 141,340 | $1.49M | 0.01% | 00.0% | Unchanged |
| Marshall Wace North America L.P. | 154,556 | $1.63M | 0.01% | +154,556 | New |
| Two Sigma Investments, LP | 160,164 | $1.69M | 0.00% | +160,164 | New |
| Condor Capital Management | 163,652 | $1.73M | 0.19% | +4,827+3.0% | Added |
| McKinley Capital Management LLC /Delaware | 180,608 | $1.91M | 0.13% | −4,196−2.3% | Reduced |
| Invesco Ltd. | 189,912 | $2.00M | 0.00% | +3,236+1.7% | Added |
| Morgan Stanley | 190,434 | $2.01M | 0.00% | +10,167+5.6% | Added |
| Raymond James & Associates | 234,766 | $2.48M | 0.00% | +71,487+43.8% | Added |
| Kennedy Capital Management, Inc. | 243,042 | $2.57M | 0.06% | −406,123−62.6% | Reduced |
| Concorde Asset Management, LLC | 259,710 | $2.74M | 1.54% | +29,029+12.6% | Added |
| Millennium Management LLC | 267,804 | $2.83M | 0.00% | −25,545−8.7% | Reduced |
| Two Sigma Advisers, LP | 283,500 | $2.99M | 0.01% | +201,400+245.3% | Added |
| 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 |
| Zeke Capital Advisors, LLC | 294,261 | $3.11M | 0.20% | +294,261 | New |
| Nicola Wealth Management Ltd. | 305,000 | $3.22M | 0.33% | 00.0% | Unchanged |
| Neuberger Berman Group LLC | 306,987 | $3.24M | 0.00% | +51,489+20.2% | Added |
| Advisors Asset Management, Inc. | 310,905 | $3.28M | 0.05% | +45,799+17.3% | Added |
| Royce & Associates LP | 406,894 | $4.30M | 0.03% | 00.0% | Unchanged |
| BlackRock Inc. | 412,330 | $4.35M | 0.00% | +45,146+12.3% | Added |
| Legal & General Group Plc | 416,809 | $4.40M | 0.00% | −48,710−10.5% | Reduced |
| Bulldog Investors, LLP | 432,580 | $4.57M | 1.22% | −500−0.1% | Reduced |
| Confluence Investment Management LLC | 450,259 | $4.75M | 0.06% | +2,940+0.7% | Added |
| Callodine Capital Management, LP | 515,000 | $5.44M | 2.05% | +165,000+47.1% | Added |
| Price T Rowe Associates Inc | 560,585 | $5.92M | 0.00% | +176,800+46.1% | Added |