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, Q4 2021
Institutional positions in Barings BDC, Inc. as of Dec 31, 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
- +4 vs. Q3 2021
- Shares held
- 42.2M
- +242.4K (+0.6%) vs. Q3 2021
- Total value
- $464.8M
- +$2.62M (+0.6%) vs. Q3 2021
- New holders
- 17
- 41 more added
- Sold out
- 13
- 34 more reduced
1 institution that held it in Q3 2021 haven't filed for Q4 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2021
Shares, value and share of portfolio for each institution holding Barings BDC, Inc.; share changes are against Q3 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Barings LLC | 13,639,681 | $150.3M | 3.87% | 00.0% | Unchanged |
| Ares Management LLC | 4,730,652 | $52.1M | 1.48% | +517,949+12.3% | Added |
| Punch & Associates Investment Management, Inc. | 2,576,571 | $28.4M | 1.49% | +44,836+1.8% | Added |
| UBS Group AG | 2,545,841 | $28.1M | 0.01% | −37,688−1.5% | Reduced |
| Relative Value Partners Group, LLC | 1,455,589 | $16.0M | 1.14% | −61,159−4.0% | Reduced |
| Rivernorth Capital Management, LLC | 1,316,912 | $14.5M | 0.59% | −373,701−22.1% | Reduced |
| Cliffwater LLC | 1,310,619 | $14.4M | 3.75% | +178,132+15.7% | Added |
| Wells Fargo & Company | 958,193 | $10.6M | 0.00% | −61,474−6.0% | Reduced |
| Clough Capital Partners L P | 799,916 | $8.81M | 0.59% | +411,990+106.2% | Added |
| Dimension Capital Management LLC | 783,906 | $8.64M | 1.62% | +40,986+5.5% | Added |
| Van Eck Associates Corp | 772,513 | $8.51M | 0.02% | −5,277−0.7% | Reduced |
| Callodine Capital Management, LP | 735,000 | $8.10M | 3.34% | +85,000+13.1% | Added |
| Price T Rowe Associates Inc | 710,852 | $7.83M | 0.00% | +149,467+26.6% | Added |
| Nicola Wealth Management Ltd. | 614,000 | $6.78M | 0.64% | +216,000+54.3% | Added |
| Clearbridge Investments, LLC | 605,419 | $6.67M | 0.00% | 00.0% | Unchanged |
| BlackRock Inc. | 501,372 | $5.53M | 0.00% | +41,794+9.1% | Added |
| Cooperman Leon G | 480,572 | $5.30M | 0.27% | −252,867−34.5% | Reduced |
| Confluence Investment Management LLC | 461,477 | $5.09M | 0.07% | +10,273+2.3% | Added |
| Royce & Associates LP | 406,894 | $4.48M | 0.03% | 00.0% | Unchanged |
| Advisors Asset Management, Inc. | 395,490 | $4.36M | 0.06% | +21,558+5.8% | Added |
| Legal & General Group Plc | 385,014 | $4.25M | 0.00% | −4,366−1.1% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 321,054 | $3.54M | 0.01% | +13,554+4.4% | Added |
| Two Sigma Investments, LP | 320,358 | $3.53M | 0.01% | +61,012+23.5% | Added |
| Two Sigma Advisers, LP | 312,800 | $3.45M | 0.01% | +12,300+4.1% | Added |
| Zeke Capital Advisors, LLC | 303,753 | $3.35M | 0.20% | +9,492+3.2% | Added |
| Marshall Wace, LLP | 289,491 | $3.19M | 0.01% | +289,491 | New |
| Neuberger Berman Group LLC | 279,142 | $3.08M | 0.00% | −15,427−5.2% | Reduced |
| Raymond James & Associates | 239,475 | $2.64M | 0.00% | +60,960+34.1% | Added |
| Skandinaviska Enskilda Banken AB (publ) | 239,440 | $2.60M | 0.01% | +63,000+35.7% | Added |
| Sumitomo Mitsui Trust Holdings, Inc. | 219,194 | $2.42M | 0.00% | −67,173−23.5% | Reduced |
| Muzinich & Co., Inc. | 219,194 | $2.42M | 1.67% | −67,173−23.5% | Reduced |
| Citadel Advisors LLC | 205,747 | $2.27M | 0.00% | +55,258+36.7% | Added |
| Concorde Asset Management, LLC | 205,367 | $2.26M | 1.39% | −3,122−1.5% | Reduced |
| Condor Capital Management | 201,023 | $2.21M | 0.24% | +16,858+9.2% | Added |
| Kennedy Capital Management, Inc. | 198,732 | $2.19M | 0.05% | −20,147−9.2% | Reduced |
| McKinley Capital Management LLC /Delaware | 191,667 | $2.11M | 0.19% | −1,687−0.9% | Reduced |
| Bank of America Corp | 187,041 | $2.06M | 0.00% | +122,267+188.8% | Added |
| Morgan Stanley | 180,429 | $1.99M | 0.00% | −7,656−4.1% | Reduced |
| Millennium Management LLC | 161,386 | $1.78M | 0.00% | −58,085−26.5% | Reduced |
| Mackenzie Financial Corp | 119,552 | $1.32M | 0.00% | +281+0.2% | Added |
| HighTower Advisors, LLC | 109,767 | $1.21M | 0.00% | −1,616−1.5% | Reduced |
| Advisory Research Inc | 86,345 | $952.0K | 0.07% | −27,040−23.8% | Reduced |
| Transcend Wealth Collective, LLC | 76,160 | $839.0K | 0.07% | −1,000−1.3% | Reduced |
| StrategIQ Financial Group, LLC | 72,650 | $801.0K | 0.08% | −1,000−1.4% | Reduced |
| Truist Financial Corp | 69,197 | $763.0K | 0.00% | −1,000−1.4% | Reduced |
| Invesco Ltd. | 67,758 | $747.0K | 0.00% | −120−0.2% | Reduced |
| GraniteShares Advisors LLC | 63,682 | $701.0K | 0.32% | +63,682 | New |
| Mirae Asset Global Investments Co., Ltd. | 58,757 | $648.0K | 0.00% | +17,784+43.4% | Added |
| Stifel Financial Corp | 55,656 | $613.0K | 0.00% | −55,329−49.9% | Reduced |
| Quadrature Capital Ltd | 54,658 | $602.0K | 0.03% | +16,666+43.9% | Added |
| Koshinski Asset Management, Inc. | 50,712 | $558.8K | 0.05% | +4,645+10.1% | Added |
| Brighton Jones LLC | 49,892 | $550.0K | 0.03% | 00.0% | Unchanged |
| Bard Associates Inc | 47,920 | $528.0K | 0.17% | +12,100+33.8% | Added |
| D. E. Shaw & Co., Inc. | 41,777 | $460.0K | 0.00% | −65,015−60.9% | Reduced |
| Boothbay Fund Management, LLC | 37,325 | $411.0K | 0.01% | +13,663+57.7% | Added |
| Allianz Asset Management GmbH | 37,181 | $410.0K | 0.00% | −189−0.5% | Reduced |
| Hennion & Walsh Asset Management, Inc. | 36,460 | $402.0K | 0.02% | −3,148−7.9% | Reduced |
| Gabelli Funds LLC | 35,000 | $386.0K | 0.00% | +10,523+43.0% | Added |
| HRT Financial LP | 33,795 | $372.0K | 0.00% | +20,104+146.8% | Added |
| Hutchens & Kramer Investment Management Group, LLC | 35,605 | $370.0K | 0.23% | +35,605 | New |
| Virtus ETF Advisers LLC | 33,326 | $367.0K | 0.14% | −1,625−4.6% | Reduced |
| RMB Capital Management, LLC | 29,372 | $324.0K | 0.01% | 00.0% | Unchanged |
| Claraphi Advisory Network, LLC | 28,252 | $311.0K | 0.11% | +2,987+11.8% | Added |
| Jump Financial, LLC | 21,800 | $240.0K | 0.02% | −6,779−23.7% | Reduced |
| LPL Financial LLC | 21,303 | $235.0K | 0.00% | +6,924+48.2% | Added |
| Great West Life Assurance Co | 20,877 | $229.0K | 0.00% | −641−3.0% | Reduced |
| Wedbush Securities Inc | 19,435 | $214.0K | 0.01% | +6,381+48.9% | Added |
| Oak Harbor Wealth Partners, LLC | 17,827 | $196.0K | 0.07% | +17,827 | New |
| Schonfeld Strategic Advisors LLC | 17,400 | $192.0K | 0.00% | +17,400 | New |
| Greenwich Investment Management, Inc. | 15,257 | $168.0K | 0.11% | +15,257 | New |
| First National Trust Co | 14,686 | $162.0K | 0.01% | 00.0% | Unchanged |
| Capital Advisory Group Advisory Services, LLC | 14,400 | $159.0K | 0.07% | +4,900+51.6% | Added |
| Nicholas Hoffman & Company, LLC. | 14,354 | $158.0K | 0.01% | 00.0% | Unchanged |
| Royal Bank of Canada | 14,300 | $158.0K | 0.00% | +1,636+12.9% | Added |
| Davenport & Co LLC | 14,225 | $157.0K | 0.00% | −556−3.8% | Reduced |
| Gsa Capital Partners LLP | 14,112 | $156.0K | 0.02% | +14,112 | New |
| Susquehanna Fundamental Investments, LLC | 13,273 | $146.0K | 0.00% | −16,635−55.6% | Reduced |
| Brown Advisory Inc | 13,200 | $145.0K | 0.00% | 00.0% | Unchanged |
| National Asset Management, Inc. | 12,720 | $141.0K | 0.00% | +1,450+12.9% | Added |
| Mission Wealth Management, LP | 12,285 | $135.0K | 0.01% | 00.0% | Unchanged |
| Cambridge Investment Research Advisors, Inc. | 12,094 | $133.0K | 0.00% | +720+6.3% | Added |
| Soltis Investment Advisors LLC | 11,992 | $132.0K | 0.02% | 00.0% | Unchanged |
| Alliancebernstein L.P. | 11,649 | $128.0K | 0.00% | −2,439−17.3% | Reduced |
| CSM Advisors, LLC | 11,366 | $125.0K | 0.01% | 00.0% | Unchanged |
| ExodusPoint Capital Management, LP | 11,339 | $125.0K | 0.00% | +11,339 | New |
| Advisor Group Holdings, Inc. | 9,547 | $105.0K | 0.00% | −1,500−13.6% | Reduced |
| Citigroup Inc | 6,918 | $76.0K | 0.00% | 00.0% | Unchanged |
| First Personal Financial Services | 6,479 | $71.0K | 0.02% | +129+2.0% | Added |
| JPMorgan Chase & Co | 6,091 | $67.0K | 0.00% | +1,285+26.7% | Added |
| Simplex Trading, LLC | 4,004 | $44.0K | 0.00% | +4,004 | New |
| Geneos Wealth Management Inc. | 3,457 | $38.0K | 0.00% | +1,800+108.6% | Added |
| Lenox Wealth Advisors, LLC | 3,180 | $35.0K | 0.00% | +3,180 | New |
| Quantbot Technologies LP | 3,000 | $33.0K | 0.00% | +3,000 | New |
| Quadrant Capital Group LLC | 2,246 | $25.0K | 0.00% | −20−0.9% | Reduced |
| Lindbrook Capital, LLC | 2,151 | $24.0K | 0.00% | +15+0.7% | Added |
| Umb Bank N A | 1,630 | $18.0K | 0.00% | +1,630 | New |
| Aquatic Capital Management LLC | 1,400 | $15.0K | 0.03% | +1,400 | New |
| Signaturefd, LLC | 1,155 | $13.0K | 0.00% | +179+18.3% | Added |
| Citizens National Bank Trust Department | 1,139 | $13.0K | 0.00% | +1,139 | New |
| Founders Capital Management | 979 | $11.0K | 0.01% | 00.0% | Unchanged |