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 2022
Institutional positions in Barings BDC, Inc. as of Jun 30, 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
- 217
- +10 vs. Q1 2022
- Shares held
- 53.0M
- +2.14M (+4.2%) vs. Q1 2022
- Total value
- $495.1M
- −$31.7M (−6.0%) vs. Q1 2022
- New holders
- 46
- 64 more added
- Sold out
- 36
- 70 more reduced
4 institutions that held it in Q1 2022 haven't filed for Q2 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2022: 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 2022
Shares, value and share of portfolio for each institution holding Barings BDC, Inc.; share changes are against Q1 2022.
| 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 |
| Parallel Advisors, LLC | 216 | $2.00K | 0.00% | −204−48.6% | Reduced |
| RE Dickinson Investment Advisors, LLC | 257 | $2.00K | 0.00% | 00.0% | Unchanged |
| US Bancorp | 301 | $3.00K | 0.00% | −172−36.4% | Reduced |
| Earnest Partners LLC | 500 | $5.00K | 0.00% | 00.0% | Unchanged |
| Ahrens Investment Partners LLC | 500 | $5.00K | 0.00% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 500 | $5.00K | 0.00% | +500 | New |
| FinTrust Capital Advisors, LLC | 635 | $6.00K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 547 | $6.00K | 0.00% | +547 | New |
| Citigroup Inc | 705 | $7.00K | 0.00% | −6,213−89.8% | Reduced |
| Founders Capital Management | 979 | $9.00K | 0.01% | 00.0% | Unchanged |
| National Bank of Canada | 1,000 | $9.00K | 0.00% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 988 | $9.00K | 0.00% | +988 | New |
| Fure Financial Corp | 1,208 | $11.0K | 0.01% | 00.0% | Unchanged |
| Citizens National Bank Trust Department | 1,139 | $11.0K | 0.00% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 1,102 | $11.0K | 0.00% | 00.0% | Unchanged |
| Simplex Trading, LLC | 1,399 | $13.0K | 0.00% | −3,816−73.2% | Reduced |
| WFA of San Diego, LLC | 1,400 | $13.0K | 0.01% | +1,400 | New |
| Proequities, Inc. | 1,452 | $14.0K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 1,482 | $14.0K | 0.00% | +17+1.2% | Added |
| DB Wealth Management Group, LLC | 1,550 | $14.0K | 0.01% | +1,550 | New |
| Umb Bank N A | 1,630 | $15.0K | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 1,864 | $17.0K | 0.00% | −461−19.8% | Reduced |
| Meeder Asset Management Inc | 1,979 | $18.0K | 0.00% | +1,760+803.7% | Added |
| Cullen/Frost Bankers, Inc. | 2,193 | $20.0K | 0.00% | +2,193 | New |
| GoalVest Advisory LLC | 2,204 | $21.0K | 0.01% | +2,204 | New |
| Aquatic Capital Management LLC | 2,400 | $22.0K | 0.01% | +2,400 | New |
| Moisand Fitzgerald Tamayo, LLC | 2,713 | $25.0K | 0.01% | +2,713 | New |
| Private Trust Co NA | 2,913 | $27.0K | 0.00% | +2,913 | New |
| Point72 Hong Kong Ltd | 2,984 | $28.0K | 0.00% | +2,984 | New |
| Carolina Wealth Advisors, LLC | 3,148 | $29.0K | 0.02% | 00.0% | Unchanged |
| Lake Point Wealth Management | 3,108 | $29.0K | 0.02% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 3,729 | $35.0K | 0.01% | −440−10.6% | Reduced |
| Curi Capital | 3,822 | $36.0K | 0.01% | 00.0% | Unchanged |
| Stonebridge Capital Advisors LLC | 4,102 | $38.0K | 0.00% | +4,102 | New |
| Almitas Capital LLC | 4,559 | $42.0K | 0.02% | −257,941−98.3% | Reduced |
| HC Financial Advisors Inc | 4,976 | $46.0K | 0.03% | 00.0% | Unchanged |
| Signaturefd, LLC | 4,899 | $46.0K | 0.00% | +3,160+181.7% | Added |
| Northwestern Mutual Wealth Management Co | 5,044 | $47.0K | 0.00% | −10,998−68.6% | Reduced |
| Kelly Financial Services LLC | 5,727 | $53.3K | 0.03% | +136+2.4% | Added |
| Tower Research Capital LLC (TRC) | 6,238 | $58.0K | 0.00% | −3,538−36.2% | Reduced |
| First Personal Financial Services | 6,777 | $63.0K | 0.02% | +162+2.4% | Added |
| American Portfolios Advisors | 7,324 | $68.2K | 0.00% | −100−1.3% | Reduced |
| Annex Advisory Services, LLC | 10,006 | $93.0K | 0.01% | 00.0% | Unchanged |
| Hilltop Holdings Inc. | 10,145 | $94.0K | 0.01% | 00.0% | Unchanged |
| International Assets Investment Management, LLC | 10,136 | $94.0K | 0.02% | 00.0% | Unchanged |
| Cetera Advisors LLC | 10,163 | $95.0K | 0.00% | −13,751−57.5% | Reduced |
| Atria Wealth Solutions, Inc. | 10,207 | $95.0K | 0.00% | −3,988−28.1% | Reduced |
| McAdam, LLC | 10,203 | $95.0K | 0.01% | +10,203 | New |
| Oak Harbor Wealth Partners, LLC | 10,306 | $96.0K | 0.04% | −7,683−42.7% | Reduced |
| Bouchey Financial Group Ltd | 10,276 | $96.0K | 0.02% | 00.0% | Unchanged |
| Bensler, LLC | 10,320 | $96.1K | 0.02% | −1,500−12.7% | Reduced |
| National Wealth Management Group, LLC | 10,331 | $96.2K | 0.12% | +10,331 | New |
| Harbour Investments, Inc. | 10,406 | $97.0K | 0.01% | +10,406 | New |
| AlphaStar Capital Management, LLC | 10,880 | $101.0K | 0.01% | −4,560−29.5% | Reduced |
| Belpointe Asset Management LLC | 10,859 | $101.0K | 0.01% | +10,859 | New |
| StoneX Group Inc. | 10,862 | $101.1K | 0.01% | +10,862 | New |
| Creative Financial Designs Inc | 11,003 | $102.0K | 0.02% | +706+6.9% | Added |
| Quantbot Technologies LP | 11,233 | $104.0K | 0.01% | +11,233 | New |
| Atom Investors LP | 11,669 | $109.0K | 0.05% | +11,669 | New |
| Y-Intercept (Hong Kong) Ltd | 12,117 | $113.0K | 0.01% | +12,117 | New |
| Mission Wealth Management, LP | 12,285 | $114.0K | 0.01% | 00.0% | Unchanged |
| MML Investors Services, LLC | 12,377 | $115.0K | 0.00% | −2,457−16.6% | Reduced |
| Gradient Investments LLC | 12,630 | $118.0K | 0.00% | −1,884−13.0% | Reduced |
| Redwood Financial Network Corp | 12,641 | $118.0K | 0.13% | +12,641 | New |
| Flagship Harbor Advisors, LLC | 13,176 | $123.0K | 0.01% | −792−5.7% | Reduced |
| Brown Advisory Inc | 13,234 | $123.0K | 0.00% | 00.0% | Unchanged |
| Ameriprise Financial Inc | 13,620 | $127.0K | 0.00% | +13,620 | New |
| Beacon Pointe Advisors, LLC | 13,765 | $128.0K | 0.00% | −1,069−7.2% | Reduced |
| Sofos Investments, Inc. | 13,801 | $128.0K | 0.01% | +13,801 | New |
| Ashton Thomas Private Wealth, LLC | 14,274 | $132.9K | 0.01% | −882−5.8% | Reduced |
| Nicholas Hoffman & Company, LLC. | 14,354 | $134.0K | 0.01% | 00.0% | Unchanged |
| Davenport & Co LLC | 14,535 | $135.0K | 0.00% | +186+1.3% | Added |
| First National Trust Co | 14,686 | $137.0K | 0.01% | 00.0% | Unchanged |
| Bradley Foster & Sargent Inc | 15,000 | $140.0K | 0.00% | −1,119−6.9% | Reduced |
| Goldman Sachs Group Inc | 14,996 | $140.0K | 0.00% | +14,996 | New |
| Claybrook Capital, LLC | 15,115 | $141.0K | 0.08% | +15,115 | New |
| Victory Capital Management Inc | 15,604 | $145.0K | 0.00% | −139−0.9% | Reduced |
| Northern Trust Corp | 15,577 | $145.0K | 0.00% | +1,900+13.9% | Added |
| WCG Wealth Advisors LLC | 15,683 | $146.0K | 0.02% | +15,683 | New |
| JPMorgan Chase & Co | 16,116 | $150.0K | 0.00% | +46+0.3% | Added |
| Newbridge Financial Services Group, Inc. | 16,164 | $150.0K | 0.09% | +9,299+135.5% | Added |
| Brookstone Capital Management | 15,883 | $151.0K | 0.00% | −4,482−22.0% | Reduced |
| Balyasny Asset Management LLC | 16,258 | $151.0K | 0.00% | +16,258 | New |
| Pinnacle Private Wealth, LLC | 16,319 | $152.0K | 0.06% | +3,710+29.4% | Added |
| Steward Partners Investment Advisory, LLC | 16,644 | $155.0K | 0.00% | +1,084+7.0% | Added |
| Empirical Asset Management, LLC | 17,108 | $159.0K | 0.17% | +408+2.4% | Added |
| Centaurus Financial, Inc. | 17,261 | $161.0K | 0.02% | +47+0.3% | Added |
| Tyler-Stone Wealth Management | 17,337 | $161.0K | 0.11% | +7,326+73.2% | Added |
| Retirement Group, LLC | 18,387 | $171.0K | 0.07% | +8,642+88.7% | Added |
| Lincoln National Corp | 18,834 | $175.0K | 0.00% | +18,834 | New |
| Capital Advisory Group Advisory Services, LLC | 17,300 | $179.0K | 0.11% | 00.0% | Unchanged |
| Allworth Financial LP | 19,674 | $183.0K | 0.00% | 00.0% | Unchanged |
| Stratos Wealth Partners, LTD. | 19,917 | $185.0K | 0.00% | +1,285+6.9% | Added |
| Axiom Investment Management LLC | 20,000 | $186.0K | 0.53% | +10,000+100.0% | Added |
| Envestnet Asset Management Inc | 20,106 | $187.0K | 0.00% | +20,106 | New |
| Focus Financial Network, Inc. | 20,800 | $193.6K | 0.02% | +20,800 | New |
| ExodusPoint Capital Management, LP | 20,937 | $195.0K | 0.00% | +20,937 | New |