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, Q1 2022
Institutional positions in Barings BDC, Inc. as of Mar 31, 2022. 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
- 211
- +99 vs. Q4 2021
- Shares held
- 51.0M
- +8.83M (+20.9%) vs. Q4 2021
- Total value
- $527.7M
- +$63.0M (+13.5%) vs. Q4 2021
- New holders
- 111
- 56 more added
- Sold out
- 12
- 19 more reduced
2 institutions that held it in Q4 2021 haven't filed for Q1 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2022
Shares, value and share of portfolio for each institution holding Barings BDC, Inc.; share changes are against Q4 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Barings LLC | 13,639,681 | $141.0M | 4.24% | 00.0% | Unchanged |
| Ares Management LLC | 5,350,155 | $55.3M | 2.09% | +619,503+13.1% | Added |
| Punch & Associates Investment Management, Inc. | 2,624,827 | $27.1M | 1.54% | +48,256+1.9% | Added |
| Rivernorth Capital Management, LLC | 2,371,569 | $24.5M | 0.92% | +1,054,657+80.1% | Added |
| UBS Group AG | 2,227,693 | $23.0M | 0.01% | −318,148−12.5% | Reduced |
| Cliffwater LLC | 1,413,893 | $14.6M | 3.83% | +103,274+7.9% | Added |
| Relative Value Partners Group, LLC | 1,385,863 | $14.3M | 1.00% | −69,726−4.8% | Reduced |
| Van Eck Associates Corp | 1,179,206 | $12.2M | 0.03% | +406,693+52.6% | Added |
| Wells Fargo & Company | 1,095,019 | $11.3M | 0.00% | +136,826+14.3% | Added |
| Callodine Capital Management, LP | 1,087,500 | $11.2M | 3.66% | +352,500+48.0% | Added |
| Two Sigma Advisers, LP | 951,700 | $9.84M | 0.03% | +638,900+204.3% | Added |
| Two Sigma Investments, LP | 859,674 | $8.89M | 0.03% | +539,316+168.3% | Added |
| Price T Rowe Associates Inc | 793,160 | $8.20M | 0.00% | +82,308+11.6% | Added |
| Dimension Capital Management LLC | 757,053 | $7.83M | 1.46% | −26,853−3.4% | Reduced |
| Advisor Group Holdings, Inc. | 705,981 | $7.61M | 0.02% | +696,434+7,294.8% | Added |
| Cambridge Investment Research Advisors, Inc. | 638,591 | $6.60M | 0.03% | +626,497+5,180.2% | Added |
| Nicola Wealth Management Ltd. | 614,000 | $6.34M | 0.56% | 00.0% | Unchanged |
| Clearbridge Investments, LLC | 604,822 | $6.25M | 0.00% | −597−0.1% | Reduced |
| Confluence Investment Management LLC | 518,585 | $5.36M | 0.08% | +57,108+12.4% | Added |
| Millennium Management LLC | 501,268 | $5.18M | 0.01% | +339,882+210.6% | Added |
| Cooperman Leon G | 450,572 | $4.66M | 0.25% | −30,000−6.2% | Reduced |
| Clough Capital Partners L P | 443,826 | $4.59M | 0.35% | −356,090−44.5% | Reduced |
| Morgan Stanley | 428,052 | $4.43M | 0.00% | +247,623+137.2% | Added |
| Royce & Associates LP | 406,894 | $4.21M | 0.04% | 00.0% | Unchanged |
| BlackRock Inc. | 369,101 | $3.82M | 0.00% | −132,271−26.4% | Reduced |
| Legal & General Group Plc | 354,557 | $3.67M | 0.00% | −30,457−7.9% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 354,759 | $3.67M | 0.01% | +33,705+10.5% | Added |
| Neuberger Berman Group LLC | 341,873 | $3.54M | 0.00% | +62,731+22.5% | Added |
| Citadel Advisors LLC | 338,418 | $3.50M | 0.00% | +132,671+64.5% | Added |
| Concorde Asset Management, LLC | 309,812 | $3.20M | 2.13% | +104,445+50.9% | Added |
| Zeke Capital Advisors, LLC | 303,753 | $3.14M | 0.16% | 00.0% | Unchanged |
| Raymond James & Associates | 293,743 | $3.04M | 0.00% | +54,268+22.7% | Added |
| LPL Financial LLC | 287,195 | $2.97M | 0.00% | +265,892+1,248.1% | Added |
| Almitas Capital LLC | 262,500 | $2.71M | 1.62% | +262,500 | New |
| Marshall Wace, LLP | 260,837 | $2.70M | 0.01% | −28,654−9.9% | Reduced |
| Skandinaviska Enskilda Banken AB (publ) | 239,440 | $2.48M | 0.01% | 00.0% | Unchanged |
| Bank of America Corp | 229,637 | $2.37M | 0.00% | +42,596+22.8% | Added |
| Sumitomo Mitsui Trust Holdings, Inc. | 219,194 | $2.27M | 0.00% | 00.0% | Unchanged |
| Muzinich & Co., Inc. | 219,194 | $2.27M | 1.58% | 00.0% | Unchanged |
| McKinley Capital Management LLC /Delaware | 191,937 | $1.99M | 0.20% | +270+0.1% | Added |
| AE Wealth Management LLC | 191,560 | $1.98M | 0.01% | +191,560 | New |
| Kennedy Capital Management, Inc. | 171,908 | $1.78M | 0.04% | −26,824−13.5% | Reduced |
| Condor Capital Management | 160,309 | $1.66M | 0.18% | −40,714−20.3% | Reduced |
| Mackenzie Financial Corp | 126,547 | $1.31M | 0.00% | +6,995+5.9% | Added |
| PFG Advisors | 118,154 | $1.22M | 0.12% | +118,154 | New |
| HighTower Advisors, LLC | 117,927 | $1.22M | 0.00% | +8,160+7.4% | Added |
| Raleigh Capital Management Inc. | 115,623 | $1.20M | 0.65% | +115,623 | New |
| Sunbelt Securities, Inc. | 107,573 | $1.11M | 0.20% | +107,573 | New |
| Jump Financial, LLC | 106,400 | $1.10M | 0.05% | +84,600+388.1% | Added |
| Commonwealth Equity Services, LLC | 106,291 | $1.10M | 0.00% | +106,291 | New |
| D. E. Shaw & Co., Inc. | 105,007 | $1.09M | 0.00% | +63,230+151.4% | Added |
| Krilogy Financial LLC | 93,427 | $966.0K | 0.10% | +93,427 | New |
| Truadvice, LLC | 94,451 | $941.0K | 0.52% | +94,451 | New |
| Strategic Wealth Advisors Group, LLC | 89,481 | $940.0K | 0.04% | +89,481 | New |
| Independent Advisor Alliance | 86,490 | $894.0K | 0.04% | +86,490 | New |
| Advisory Research Inc | 86,226 | $892.0K | 0.07% | −119−0.1% | Reduced |
| Hennion & Walsh Asset Management, Inc. | 85,385 | $883.0K | 0.05% | +48,925+134.2% | Added |
| Geneos Wealth Management Inc. | 85,091 | $879.0K | 0.04% | +81,634+2,361.4% | Added |
| Transcend Wealth Collective, LLC | 82,293 | $851.0K | 0.08% | +6,133+8.1% | Added |
| StrategIQ Financial Group, LLC | 71,450 | $739.0K | 0.08% | −1,200−1.7% | Reduced |
| Ausdal Financial Partners, Inc. | 71,389 | $738.0K | 0.10% | +71,389 | New |
| GraniteShares Advisors LLC | 69,881 | $722.0K | 0.39% | +6,199+9.7% | Added |
| Mirae Asset Global Investments Co., Ltd. | 68,239 | $706.0K | 0.00% | +9,482+16.1% | Added |
| HRT Financial LP | 68,356 | $706.0K | 0.01% | +34,561+102.3% | Added |
| Mercer Global Advisors Inc | 66,976 | $693.0K | 0.00% | +66,976 | New |
| Invesco Ltd. | 65,327 | $675.0K | 0.00% | −2,431−3.6% | Reduced |
| Cetera Advisor Networks LLC | 63,197 | $653.0K | 0.01% | +63,197 | New |
| BNP Paribas Arbitrage, SA | 60,730 | $627.9K | 0.00% | +60,730 | New |
| MQS Management LLC | 59,879 | $619.0K | 0.50% | +59,879 | New |
| Royal Bank of Canada | 59,320 | $613.0K | 0.00% | +45,020+314.8% | Added |
| Quadrature Capital Ltd | 56,363 | $583.0K | 0.02% | +1,705+3.1% | Added |
| Pinkerton Retirement Specialists, LLC | 55,700 | $576.0K | 0.13% | +55,700 | New |
| Koshinski Asset Management, Inc. | 54,712 | $565.7K | 0.05% | +4,000+7.9% | Added |
| Bard Associates Inc | 53,020 | $548.0K | 0.19% | +5,100+10.6% | Added |
| Stifel Financial Corp | 52,143 | $539.0K | 0.00% | −3,513−6.3% | Reduced |
| ERTS Wealth Advisors, LLC | 51,712 | $535.0K | 0.15% | +51,712 | New |
| Strategic Financial Partners, Ltd. | 51,742 | $535.0K | 0.27% | +51,742 | New |
| Brighton Jones LLC | 50,716 | $524.0K | 0.02% | +824+1.7% | Added |
| Allianz Asset Management GmbH | 49,730 | $514.0K | 0.00% | +12,549+33.8% | Added |
| Fisher Asset Management, LLC | 48,525 | $502.0K | 0.00% | +48,525 | New |
| Virtus ETF Advisers LLC | 46,294 | $479.0K | 0.21% | +12,968+38.9% | Added |
| Kestra Advisory Services, LLC | 45,963 | $475.0K | 0.00% | +45,963 | New |
| Truist Financial Corp | 43,492 | $450.0K | 0.00% | −25,705−37.1% | Reduced |
| RFG Advisory, LLC | 43,232 | $447.0K | 0.03% | +43,232 | New |
| WealthPLAN Partners, LLC | 43,921 | $447.0K | 0.03% | +43,921 | New |
| WealthPlan Investment Management, LLC | 43,921 | $447.0K | 0.03% | +43,921 | New |
| NTB Financial Corp | 42,713 | $442.0K | 0.32% | +42,713 | New |
| Axxcess Wealth Management, LLC | 40,345 | $417.0K | 0.03% | +40,345 | New |
| Castleview Partners, LLC | 39,968 | $413.0K | 0.26% | +39,968 | New |
| Virtu Financial LLC | 38,037 | $393.0K | 0.03% | +38,037 | New |
| Patriot Financial Group Insurance Agency, LLC | 37,840 | $391.0K | 0.07% | +37,840 | New |
| Boothbay Fund Management, LLC | 37,325 | $386.0K | 0.01% | 00.0% | Unchanged |
| Hutchens & Kramer Investment Management Group, LLC | 35,605 | $373.0K | 0.21% | 00.0% | Unchanged |
| Aurora Private Wealth, Inc. | 34,981 | $362.0K | 0.15% | +34,981 | New |
| Arkadios Wealth Advisors | 33,865 | $350.0K | 0.05% | +33,865 | New |
| MBM Wealth Consultants, LLC | 30,634 | $317.0K | 0.13% | +30,634 | New |
| Trexquant Investment LP | 30,133 | $312.0K | 0.01% | +30,133 | New |
| RMB Capital Management, LLC | 29,372 | $304.0K | 0.01% | 00.0% | Unchanged |
| Two Sigma Securities, LLC | 28,854 | $298.0K | 0.04% | +28,854 | New |
| Kovack Advisors, Inc. | 28,488 | $294.0K | 0.03% | +28,488 | New |