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 |
|---|---|---|---|---|---|
| CWM, LLC | 22,679 | $235.0K | 0.00% | +22,679 | New |
| Cubist Systematic Strategies, LLC | 22,841 | $236.0K | 0.00% | +22,841 | New |
| IFP Advisors, Inc | 19,200 | $238.0K | 0.00% | +18,800+4,700.0% | Added |
| Cetera Advisors LLC | 23,914 | $247.0K | 0.00% | +23,914 | New |
| J.W. Cole Advisors, Inc. | 25,158 | $260.0K | 0.02% | +25,158 | New |
| Western Wealth Management, LLC | 25,738 | $266.0K | 0.01% | +25,738 | New |
| Cetera Investment Advisers | 26,825 | $277.0K | 0.00% | +26,825 | New |
| SeaCrest Wealth Management, LLC | 27,672 | $286.0K | 0.03% | +27,672 | New |
| Csenge Advisory Group | 27,879 | $288.0K | 0.02% | +27,879 | New |
| Foresight Wealth Management, LLC | 27,879 | $288.0K | 0.12% | +27,879 | New |
| Resources Investment Advisors, LLC. | 28,081 | $290.0K | 0.01% | +28,081 | New |
| Kovack Advisors, Inc. | 28,488 | $294.0K | 0.03% | +28,488 | New |
| Two Sigma Securities, LLC | 28,854 | $298.0K | 0.04% | +28,854 | New |
| RMB Capital Management, LLC | 29,372 | $304.0K | 0.01% | 00.0% | Unchanged |
| Trexquant Investment LP | 30,133 | $312.0K | 0.01% | +30,133 | New |
| MBM Wealth Consultants, LLC | 30,634 | $317.0K | 0.13% | +30,634 | New |
| Arkadios Wealth Advisors | 33,865 | $350.0K | 0.05% | +33,865 | New |
| Aurora Private Wealth, Inc. | 34,981 | $362.0K | 0.15% | +34,981 | New |
| Hutchens & Kramer Investment Management Group, LLC | 35,605 | $373.0K | 0.21% | 00.0% | Unchanged |
| Boothbay Fund Management, LLC | 37,325 | $386.0K | 0.01% | 00.0% | Unchanged |
| Patriot Financial Group Insurance Agency, LLC | 37,840 | $391.0K | 0.07% | +37,840 | New |
| Virtu Financial LLC | 38,037 | $393.0K | 0.03% | +38,037 | New |
| Castleview Partners, LLC | 39,968 | $413.0K | 0.26% | +39,968 | New |
| Axxcess Wealth Management, LLC | 40,345 | $417.0K | 0.03% | +40,345 | New |
| NTB Financial Corp | 42,713 | $442.0K | 0.32% | +42,713 | New |
| 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 |
| Truist Financial Corp | 43,492 | $450.0K | 0.00% | −25,705−37.1% | Reduced |
| Kestra Advisory Services, LLC | 45,963 | $475.0K | 0.00% | +45,963 | New |
| Virtus ETF Advisers LLC | 46,294 | $479.0K | 0.21% | +12,968+38.9% | Added |
| Fisher Asset Management, LLC | 48,525 | $502.0K | 0.00% | +48,525 | New |
| Allianz Asset Management GmbH | 49,730 | $514.0K | 0.00% | +12,549+33.8% | Added |
| Brighton Jones LLC | 50,716 | $524.0K | 0.02% | +824+1.7% | Added |
| 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 |
| Stifel Financial Corp | 52,143 | $539.0K | 0.00% | −3,513−6.3% | Reduced |
| Bard Associates Inc | 53,020 | $548.0K | 0.19% | +5,100+10.6% | Added |
| Koshinski Asset Management, Inc. | 54,712 | $565.7K | 0.05% | +4,000+7.9% | Added |
| Pinkerton Retirement Specialists, LLC | 55,700 | $576.0K | 0.13% | +55,700 | New |
| Quadrature Capital Ltd | 56,363 | $583.0K | 0.02% | +1,705+3.1% | Added |
| Royal Bank of Canada | 59,320 | $613.0K | 0.00% | +45,020+314.8% | Added |
| MQS Management LLC | 59,879 | $619.0K | 0.50% | +59,879 | New |
| BNP Paribas Arbitrage, SA | 60,730 | $627.9K | 0.00% | +60,730 | New |
| Cetera Advisor Networks LLC | 63,197 | $653.0K | 0.01% | +63,197 | New |
| Invesco Ltd. | 65,327 | $675.0K | 0.00% | −2,431−3.6% | Reduced |
| Mercer Global Advisors Inc | 66,976 | $693.0K | 0.00% | +66,976 | New |
| 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 |
| GraniteShares Advisors LLC | 69,881 | $722.0K | 0.39% | +6,199+9.7% | Added |
| Ausdal Financial Partners, Inc. | 71,389 | $738.0K | 0.10% | +71,389 | New |
| StrategIQ Financial Group, LLC | 71,450 | $739.0K | 0.08% | −1,200−1.7% | Reduced |
| Transcend Wealth Collective, LLC | 82,293 | $851.0K | 0.08% | +6,133+8.1% | Added |
| Geneos Wealth Management Inc. | 85,091 | $879.0K | 0.04% | +81,634+2,361.4% | Added |
| Hennion & Walsh Asset Management, Inc. | 85,385 | $883.0K | 0.05% | +48,925+134.2% | Added |
| Advisory Research Inc | 86,226 | $892.0K | 0.07% | −119−0.1% | Reduced |
| Independent Advisor Alliance | 86,490 | $894.0K | 0.04% | +86,490 | New |
| Strategic Wealth Advisors Group, LLC | 89,481 | $940.0K | 0.04% | +89,481 | New |
| Truadvice, LLC | 94,451 | $941.0K | 0.52% | +94,451 | New |
| Krilogy Financial LLC | 93,427 | $966.0K | 0.10% | +93,427 | New |
| D. E. Shaw & Co., Inc. | 105,007 | $1.09M | 0.00% | +63,230+151.4% | Added |
| Commonwealth Equity Services, LLC | 106,291 | $1.10M | 0.00% | +106,291 | New |
| Jump Financial, LLC | 106,400 | $1.10M | 0.05% | +84,600+388.1% | Added |
| Sunbelt Securities, Inc. | 107,573 | $1.11M | 0.20% | +107,573 | New |
| Raleigh Capital Management Inc. | 115,623 | $1.20M | 0.65% | +115,623 | New |
| HighTower Advisors, LLC | 117,927 | $1.22M | 0.00% | +8,160+7.4% | Added |
| PFG Advisors | 118,154 | $1.22M | 0.12% | +118,154 | New |
| Mackenzie Financial Corp | 126,547 | $1.31M | 0.00% | +6,995+5.9% | Added |
| Condor Capital Management | 160,309 | $1.66M | 0.18% | −40,714−20.3% | Reduced |
| Kennedy Capital Management, Inc. | 171,908 | $1.78M | 0.04% | −26,824−13.5% | Reduced |
| AE Wealth Management LLC | 191,560 | $1.98M | 0.01% | +191,560 | New |
| McKinley Capital Management LLC /Delaware | 191,937 | $1.99M | 0.20% | +270+0.1% | 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 |
| Bank of America Corp | 229,637 | $2.37M | 0.00% | +42,596+22.8% | Added |
| Skandinaviska Enskilda Banken AB (publ) | 239,440 | $2.48M | 0.01% | 00.0% | Unchanged |
| Marshall Wace, LLP | 260,837 | $2.70M | 0.01% | −28,654−9.9% | Reduced |
| Almitas Capital LLC | 262,500 | $2.71M | 1.62% | +262,500 | New |
| LPL Financial LLC | 287,195 | $2.97M | 0.00% | +265,892+1,248.1% | Added |
| Raymond James & Associates | 293,743 | $3.04M | 0.00% | +54,268+22.7% | Added |
| Zeke Capital Advisors, LLC | 303,753 | $3.14M | 0.16% | 00.0% | Unchanged |
| Concorde Asset Management, LLC | 309,812 | $3.20M | 2.13% | +104,445+50.9% | Added |
| Citadel Advisors LLC | 338,418 | $3.50M | 0.00% | +132,671+64.5% | Added |
| Neuberger Berman Group LLC | 341,873 | $3.54M | 0.00% | +62,731+22.5% | Added |
| 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 |
| BlackRock Inc. | 369,101 | $3.82M | 0.00% | −132,271−26.4% | Reduced |
| Royce & Associates LP | 406,894 | $4.21M | 0.04% | 00.0% | Unchanged |
| Morgan Stanley | 428,052 | $4.43M | 0.00% | +247,623+137.2% | Added |
| Clough Capital Partners L P | 443,826 | $4.59M | 0.35% | −356,090−44.5% | Reduced |
| Cooperman Leon G | 450,572 | $4.66M | 0.25% | −30,000−6.2% | Reduced |
| Millennium Management LLC | 501,268 | $5.18M | 0.01% | +339,882+210.6% | Added |
| Confluence Investment Management LLC | 518,585 | $5.36M | 0.08% | +57,108+12.4% | Added |
| Clearbridge Investments, LLC | 604,822 | $6.25M | 0.00% | −597−0.1% | Reduced |
| Nicola Wealth Management Ltd. | 614,000 | $6.34M | 0.56% | 00.0% | Unchanged |
| Cambridge Investment Research Advisors, Inc. | 638,591 | $6.60M | 0.03% | +626,497+5,180.2% | Added |
| Advisor Group Holdings, Inc. | 705,981 | $7.61M | 0.02% | +696,434+7,294.8% | Added |
| Dimension Capital Management LLC | 757,053 | $7.83M | 1.46% | −26,853−3.4% | Reduced |
| Price T Rowe Associates Inc | 793,160 | $8.20M | 0.00% | +82,308+11.6% | Added |
| Two Sigma Investments, LP | 859,674 | $8.89M | 0.03% | +539,316+168.3% | Added |