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 |
|---|---|---|---|---|---|
| Foresight Wealth Management, LLC | 27,402 | $255.0K | 0.09% | −477−1.7% | Reduced |
| Cetera Investment Advisers | 26,979 | $251.0K | 0.00% | +154+0.6% | Added |
| Sheaff Brock Investment Advisors, LLC | 26,194 | $244.0K | 0.03% | +26,194 | New |
| Arkadios Wealth Advisors | 26,126 | $243.0K | 0.04% | −7,739−22.9% | Reduced |
| Mercer Global Advisors Inc | 25,622 | $239.0K | 0.00% | −41,354−61.7% | Reduced |
| Kovack Advisors, Inc. | 25,678 | $239.0K | 0.03% | −2,810−9.9% | Reduced |
| Wedbush Securities Inc | 24,935 | $232.0K | 0.01% | +3,000+13.7% | Added |
| Castleview Partners, LLC | 13,077 | $231.3K | 0.22% | −26,891−67.3% | Reduced |
| IFP Advisors, Inc | 18,467 | $229.0K | 0.01% | −733−3.8% | Reduced |
| National Asset Management, Inc. | 24,520 | $229.0K | 0.01% | +5,000+25.6% | Added |
| Resources Investment Advisors, LLC. | 24,192 | $225.0K | 0.01% | −3,889−13.8% | Reduced |
| Arete Wealth Advisors, LLC | 23,127 | $218.0K | 0.02% | +10,347+81.0% | Added |
| Symphony Financial, Ltd. Co. | 22,184 | $208.0K | 0.06% | 00.0% | Unchanged |
| Susquehanna International Group, LLP | 22,225 | $207.0K | 0.00% | +4,363+24.4% | Added |
| Foundations Investment Advisors, LLC | 21,376 | $201.0K | 0.01% | −551−2.5% | Reduced |
| Brinker Capital Investments, LLC | 21,141 | $197.0K | 0.00% | +21,141 | New |
| ExodusPoint Capital Management, LP | 20,937 | $195.0K | 0.00% | +20,937 | New |
| Focus Financial Network, Inc. | 20,800 | $193.6K | 0.02% | +20,800 | New |
| Envestnet Asset Management Inc | 20,106 | $187.0K | 0.00% | +20,106 | New |
| Axiom Investment Management LLC | 20,000 | $186.0K | 0.53% | +10,000+100.0% | Added |
| Stratos Wealth Partners, LTD. | 19,917 | $185.0K | 0.00% | +1,285+6.9% | Added |
| Allworth Financial LP | 19,674 | $183.0K | 0.00% | 00.0% | Unchanged |
| Capital Advisory Group Advisory Services, LLC | 17,300 | $179.0K | 0.11% | 00.0% | Unchanged |
| Lincoln National Corp | 18,834 | $175.0K | 0.00% | +18,834 | New |
| Retirement Group, LLC | 18,387 | $171.0K | 0.07% | +8,642+88.7% | 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 |
| Empirical Asset Management, LLC | 17,108 | $159.0K | 0.17% | +408+2.4% | Added |
| Steward Partners Investment Advisory, LLC | 16,644 | $155.0K | 0.00% | +1,084+7.0% | Added |
| Pinnacle Private Wealth, LLC | 16,319 | $152.0K | 0.06% | +3,710+29.4% | 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 |
| 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 |
| WCG Wealth Advisors LLC | 15,683 | $146.0K | 0.02% | +15,683 | 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 |
| Claybrook Capital, LLC | 15,115 | $141.0K | 0.08% | +15,115 | New |
| 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 |
| First National Trust Co | 14,686 | $137.0K | 0.01% | 00.0% | Unchanged |
| Davenport & Co LLC | 14,535 | $135.0K | 0.00% | +186+1.3% | Added |
| Nicholas Hoffman & Company, LLC. | 14,354 | $134.0K | 0.01% | 00.0% | Unchanged |
| Ashton Thomas Private Wealth, LLC | 14,274 | $132.9K | 0.01% | −882−5.8% | Reduced |
| 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 |
| Ameriprise Financial Inc | 13,620 | $127.0K | 0.00% | +13,620 | 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 |
| 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 |
| MML Investors Services, LLC | 12,377 | $115.0K | 0.00% | −2,457−16.6% | Reduced |
| Mission Wealth Management, LP | 12,285 | $114.0K | 0.01% | 00.0% | Unchanged |
| Y-Intercept (Hong Kong) Ltd | 12,117 | $113.0K | 0.01% | +12,117 | New |
| Atom Investors LP | 11,669 | $109.0K | 0.05% | +11,669 | New |
| Quantbot Technologies LP | 11,233 | $104.0K | 0.01% | +11,233 | New |
| Creative Financial Designs Inc | 11,003 | $102.0K | 0.02% | +706+6.9% | Added |
| StoneX Group Inc. | 10,862 | $101.1K | 0.01% | +10,862 | 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 |
| Harbour Investments, Inc. | 10,406 | $97.0K | 0.01% | +10,406 | New |
| National Wealth Management Group, LLC | 10,331 | $96.2K | 0.12% | +10,331 | New |
| Bensler, LLC | 10,320 | $96.1K | 0.02% | −1,500−12.7% | Reduced |
| 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 |
| 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 |
| 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 |
| Annex Advisory Services, LLC | 10,006 | $93.0K | 0.01% | 00.0% | Unchanged |
| American Portfolios Advisors | 7,324 | $68.2K | 0.00% | −100−1.3% | Reduced |
| First Personal Financial Services | 6,777 | $63.0K | 0.02% | +162+2.4% | Added |
| Tower Research Capital LLC (TRC) | 6,238 | $58.0K | 0.00% | −3,538−36.2% | Reduced |
| Kelly Financial Services LLC | 5,727 | $53.3K | 0.03% | +136+2.4% | Added |
| Northwestern Mutual Wealth Management Co | 5,044 | $47.0K | 0.00% | −10,998−68.6% | 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 |
| Almitas Capital LLC | 4,559 | $42.0K | 0.02% | −257,941−98.3% | Reduced |
| Stonebridge Capital Advisors LLC | 4,102 | $38.0K | 0.00% | +4,102 | New |
| Curi Capital | 3,822 | $36.0K | 0.01% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 3,729 | $35.0K | 0.01% | −440−10.6% | Reduced |
| 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 |
| Point72 Hong Kong Ltd | 2,984 | $28.0K | 0.00% | +2,984 | New |
| Private Trust Co NA | 2,913 | $27.0K | 0.00% | +2,913 | New |
| Moisand Fitzgerald Tamayo, LLC | 2,713 | $25.0K | 0.01% | +2,713 | New |
| Aquatic Capital Management LLC | 2,400 | $22.0K | 0.01% | +2,400 | New |
| GoalVest Advisory LLC | 2,204 | $21.0K | 0.01% | +2,204 | New |
| Cullen/Frost Bankers, Inc. | 2,193 | $20.0K | 0.00% | +2,193 | New |
| Meeder Asset Management Inc | 1,979 | $18.0K | 0.00% | +1,760+803.7% | Added |
| Quadrant Capital Group LLC | 1,864 | $17.0K | 0.00% | −461−19.8% | Reduced |
| Umb Bank N A | 1,630 | $15.0K | 0.00% | 00.0% | Unchanged |
| 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 |
| 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 |
| 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 |