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 |
|---|---|---|---|---|---|
| Focused Wealth Management, Inc | 7 | $0 | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 126 | $1.00K | 0.00% | 00.0% | Unchanged |
| Meeder Asset Management Inc | 219 | $2.00K | 0.00% | +219 | New |
| RE Dickinson Investment Advisors, LLC | 257 | $3.00K | 0.00% | +257 | New |
| Parallel Advisors, LLC | 420 | $4.00K | 0.00% | −326−43.7% | Reduced |
| Earnest Partners LLC | 500 | $5.00K | 0.00% | 00.0% | Unchanged |
| Ahrens Investment Partners LLC | 500 | $5.00K | 0.00% | 00.0% | Unchanged |
| US Bancorp | 473 | $5.00K | 0.00% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 635 | $7.00K | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 808 | $8.00K | 0.00% | +808 | New |
| National Bank of Canada | 1,000 | $10.0K | 0.00% | +1,000 | New |
| West Financial Advisors, LLC | 982 | $10.0K | 0.00% | +982 | New |
| Founders Capital Management | 979 | $11.0K | 0.01% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 1,032 | $11.0K | 0.00% | +1,032 | New |
| Beacon Capital Management, LLC | 1,102 | $11.0K | 0.00% | +1,102 | New |
| Citizens National Bank Trust Department | 1,139 | $12.0K | 0.00% | 00.0% | Unchanged |
| Fure Financial Corp | 1,208 | $12.0K | 0.01% | +1,208 | New |
| Benjamin F. Edwards & Company, Inc. | 1,257 | $13.0K | 0.00% | +1,257 | New |
| Avion Wealth | 1,309 | $14.0K | 0.00% | +1,309 | New |
| Lindbrook Capital, LLC | 1,465 | $15.0K | 0.00% | −686−31.9% | Reduced |
| Proequities, Inc. | 1,452 | $15.0K | 0.00% | +1,452 | New |
| Umb Bank N A | 1,630 | $17.0K | 0.00% | 00.0% | Unchanged |
| GHP Investment Advisors, Inc. | 1,623 | $17.0K | 0.00% | +1,623 | New |
| Signaturefd, LLC | 1,739 | $18.0K | 0.00% | +584+50.6% | Added |
| Prospera Financial Services Inc | 2,000 | $21.0K | 0.00% | +2,000 | New |
| Money Concepts Capital Corp | 2,115 | $22.0K | 0.00% | +2,115 | New |
| Professional Financial Advisors, LLC | 2,160 | $22.0K | 0.01% | +2,160 | New |
| Quadrant Capital Group LLC | 2,325 | $24.0K | 0.00% | +79+3.5% | Added |
| Lake Point Wealth Management | 3,108 | $32.0K | 0.01% | +3,008+3,008.0% | Added |
| Lenox Wealth Advisors, LLC | 3,180 | $33.0K | 0.00% | 00.0% | Unchanged |
| Carolina Wealth Advisors, LLC | 3,148 | $33.0K | 0.02% | +3,148 | New |
| Curi Capital | 3,822 | $39.0K | 0.01% | +3,822 | New |
| TCI Wealth Advisors, Inc. | 4,169 | $43.0K | 0.01% | +4,169 | New |
| HC Financial Advisors Inc | 4,976 | $51.0K | 0.03% | +4,976 | New |
| Simplex Trading, LLC | 5,215 | $53.0K | 0.00% | +1,211+30.2% | Added |
| Kelly Financial Services LLC | 5,591 | $57.8K | 0.03% | +5,591 | New |
| First Personal Financial Services | 6,615 | $68.0K | 0.02% | +136+2.1% | Added |
| Newbridge Financial Services Group, Inc. | 6,865 | $71.0K | 0.03% | +6,865 | New |
| Citigroup Inc | 6,918 | $72.0K | 0.00% | 00.0% | Unchanged |
| HWG Holdings LP | 7,090 | $73.0K | 0.04% | +7,090 | New |
| American Portfolios Advisors | 7,424 | $76.8K | 0.00% | +7,324+7,324.0% | Added |
| Tower Research Capital LLC (TRC) | 9,776 | $101.0K | 0.00% | +9,776 | New |
| Retirement Group, LLC | 9,745 | $101.0K | 0.04% | +9,745 | New |
| Axiom Investment Management LLC | 10,000 | $103.0K | 0.22% | +10,000 | New |
| Annex Advisory Services, LLC | 10,006 | $103.0K | 0.01% | +10,006 | New |
| Tyler-Stone Wealth Management | 10,011 | $104.0K | 0.06% | +10,011 | New |
| Hilltop Holdings Inc. | 10,145 | $105.0K | 0.01% | +10,145 | New |
| International Assets Investment Management, LLC | 10,136 | $105.0K | 0.02% | +10,136 | New |
| Creative Financial Designs Inc | 10,297 | $106.0K | 0.02% | +10,297 | New |
| Bouchey Financial Group Ltd | 10,276 | $106.0K | 0.01% | +10,276 | New |
| Financial Advocates Investment Management | 10,237 | $106.0K | 0.01% | +10,237 | New |
| Petix & Botte Co | 10,352 | $107.0K | 0.03% | +10,352 | New |
| Spire Wealth Management | 11,170 | $115.0K | 0.00% | +11,170 | New |
| EP Wealth Advisors, LLC | 11,302 | $117.0K | 0.00% | +11,302 | New |
| Private Advisor Group, LLC | 11,304 | $117.0K | 0.00% | +11,304 | New |
| Ade, LLC | 11,759 | $122.0K | 0.11% | +11,759 | New |
| Bensler, LLC | 11,820 | $122.2K | 0.03% | +11,820 | New |
| Soltis Investment Advisors LLC | 11,992 | $124.0K | 0.02% | 00.0% | Unchanged |
| Mission Wealth Management, LP | 12,285 | $127.0K | 0.01% | 00.0% | Unchanged |
| Iowa State Bank | 12,476 | $129.0K | 0.03% | +12,476 | New |
| Pinnacle Private Wealth, LLC | 12,609 | $130.0K | 0.04% | +12,609 | New |
| Arete Wealth Advisors, LLC | 12,780 | $132.0K | 0.01% | +12,780 | New |
| Jane Street Group, LLC | 13,167 | $136.0K | 0.00% | +13,167 | New |
| Brown Advisory Inc | 13,234 | $137.0K | 0.00% | +34+0.3% | Added |
| Dynamic Technology Lab Private Ltd | 13,454 | $139.0K | 0.02% | +13,454 | New |
| Northern Trust Corp | 13,677 | $142.0K | 0.00% | +13,677 | New |
| Flagship Harbor Advisors, LLC | 13,968 | $144.0K | 0.01% | +13,968 | New |
| Atria Wealth Solutions, Inc. | 14,195 | $147.0K | 0.00% | +14,195 | New |
| Nicholas Hoffman & Company, LLC. | 14,354 | $148.0K | 0.01% | 00.0% | Unchanged |
| Davenport & Co LLC | 14,349 | $148.0K | 0.00% | +124+0.9% | Added |
| Gradient Investments LLC | 14,514 | $150.0K | 0.00% | +14,514 | New |
| First National Trust Co | 14,686 | $152.0K | 0.01% | 00.0% | Unchanged |
| MML Investors Services, LLC | 14,834 | $153.0K | 0.00% | +14,834 | New |
| Beacon Pointe Advisors, LLC | 14,834 | $153.0K | 0.00% | +14,834 | New |
| Ashton Thomas Private Wealth, LLC | 15,156 | $156.7K | 0.01% | +15,156 | New |
| Victory Capital Management Inc | 15,743 | $160.0K | 0.00% | +15,743 | New |
| AlphaStar Capital Management, LLC | 15,440 | $160.0K | 0.01% | +15,440 | New |
| Steward Partners Investment Advisory, LLC | 15,560 | $161.0K | 0.00% | +15,160+3,790.0% | Added |
| Creative Planning | 15,647 | $162.0K | 0.00% | +15,647 | New |
| JPMorgan Chase & Co | 16,070 | $166.0K | 0.00% | +9,979+163.8% | Added |
| Northwestern Mutual Wealth Management Co | 16,042 | $166.0K | 0.00% | +16,042 | New |
| XTX Topco Ltd | 16,070 | $166.0K | 0.07% | +16,070 | New |
| Bradley Foster & Sargent Inc | 16,119 | $167.0K | 0.00% | +16,119 | New |
| Empirical Asset Management, LLC | 16,700 | $173.0K | 0.16% | +16,700 | New |
| Centaurus Financial, Inc. | 17,214 | $178.0K | 0.01% | +17,214 | New |
| Capital Advisory Group Advisory Services, LLC | 17,300 | $179.0K | 0.08% | +2,900+20.1% | Added |
| Gsa Capital Partners LLP | 17,809 | $184.0K | 0.02% | +3,697+26.2% | Added |
| Susquehanna International Group, LLP | 17,862 | $185.0K | 0.00% | +17,862 | New |
| Oak Harbor Wealth Partners, LLC | 17,989 | $186.0K | 0.06% | +162+0.9% | Added |
| Stratos Wealth Partners, LTD. | 18,632 | $193.0K | 0.00% | +18,632 | New |
| National Asset Management, Inc. | 19,520 | $202.0K | 0.01% | +6,800+53.5% | Added |
| TAP Consulting, LLC | 19,509 | $202.0K | 0.05% | +19,509 | New |
| Great West Life Assurance Co | 18,474 | $203.0K | 0.00% | −2,403−11.5% | Reduced |
| Allworth Financial LP | 19,674 | $203.0K | 0.00% | +19,674 | New |
| Archetype Wealth Partners | 19,867 | $205.0K | 0.05% | +19,867 | New |
| Brookstone Capital Management | 20,365 | $214.0K | 0.00% | +20,365 | New |
| Avantax Advisory Services, Inc. | 21,696 | $224.0K | 0.00% | +21,696 | New |
| Wedbush Securities Inc | 21,935 | $227.0K | 0.01% | +2,500+12.9% | Added |
| Symphony Financial, Ltd. Co. | 22,184 | $229.0K | 0.05% | +22,184 | New |
| Foundations Investment Advisors, LLC | 21,927 | $232.0K | 0.01% | +21,927 | New |