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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, Q3 2022

Institutional positions in Barings BDC, Inc. as of Sep 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
204
−7 vs. Q2 2022
Shares held
53.6M
+1.31M (+2.5%) vs. Q2 2022
Total value
$443.7M
−$44.7M (−9.1%) vs. Q2 2022
New holders
29
60 more added
Sold out
36
66 more reduced

6 institutions that held it in Q2 2022 haven't filed for Q3 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q2 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.

Institutional holdersQ3 2022: 204 institutions
Q1 2021: 107 institutionsQ2 2021: 114 institutionsQ3 2021: 111 institutionsQ4 2021: 114 institutionsQ1 2022: 211 institutionsQ2 2022: 217 institutionsQ3 2022: 204 institutionsQ4 2022: 221 institutionsQ1 2023: 217 institutionsQ2 2023: 210 institutionsQ3 2023: 209 institutionsQ4 2023: 203 institutionsQ1 2024: 199 institutionsQ2 2024: 191 institutionsQ3 2024: 199 institutionsQ4 2024: 198 institutionsQ1 2025: 211 institutionsQ2 2025: 195 institutionsQ3 2025: 209 institutionsQ4 2025: 217 institutionsQ1 2026: 210 institutionsQ2 2026: 201 institutions
Value heldQ3 2022: $443.7M
Q1 2021: $436.1MQ2 2021: $458.3MQ3 2021: $465.7MQ4 2021: $464.8MQ1 2022: $527.7MQ2 2022: $495.1MQ3 2022: $443.7MQ4 2022: $439.0MQ1 2023: $422.8MQ2 2023: $405.3MQ3 2023: $436.9MQ4 2023: $408.4MQ1 2024: $439.2MQ2 2024: $426.6MQ3 2024: $434.1MQ4 2024: $431.1MQ1 2025: $425.4MQ2 2025: $412.8MQ3 2025: $401.5MQ4 2025: $439.0MQ1 2026: $392.8MQ2 2026: $428.6M
Institutions holding BBDC and their total value by quarter
QuarterHoldersValue
Q2 2026201$428.6M
Q1 2026210$392.8M
Q4 2025217$439.0M
Q3 2025209$401.5M
Q2 2025195$412.8M
Q1 2025211$425.4M
Q4 2024198$431.1M
Q3 2024199$434.1M
Q2 2024191$426.6M
Q1 2024199$439.2M
Q4 2023203$408.4M
Q3 2023209$436.9M
Q2 2023210$405.3M
Q1 2023217$422.8M
Q4 2022221$439.0M
Q3 2022204$443.7M
Q2 2022217$495.1M
Q1 2022211$527.7M
Q4 2021114$464.8M
Q3 2021111$465.7M
Q2 2021114$458.3M
Q1 2021107$436.1M

Institutions, Q3 2022

Shares, value and share of portfolio for each institution holding Barings BDC, Inc.; share changes are against Q2 2022.

Institutions holding BBDC in Q3 2022
InstitutionSharesValue% of portfolioChange in sharesAction
Barings LLC13,639,681$112.8M4.49%00.0%Unchanged
Ares Management LLC4,804,852$39.7M1.85%−35,000−0.7%Reduced
Rivernorth Capital Management, LLC4,579,309$37.9M1.70%+565,125+14.1%Added
Punch & Associates Investment Management, Inc.2,803,009$23.2M1.62%+146,083+5.5%Added
Callodine Capital Management, LP2,375,000$19.6M6.19%+387,311+19.5%Added
UBS Group AG2,214,832$18.3M0.01%+154,742+7.5%Added
Cliffwater LLC1,608,808$13.3M4.49%+39,492+2.5%Added
Wells Fargo & Company1,502,146$12.4M0.00%−760.0%Reduced
Relative Value Partners Group, LLC1,406,270$11.6M0.95%−6,849−0.5%Reduced
Van Eck Associates Corp1,265,204$10.5M0.03%−134,756−9.6%Reduced
Private Management Group Inc1,124,639$9.30M0.43%+1,124,639New
BlackRock Inc.895,635$7.41M0.00%+471,096+111.0%Added
Price T Rowe Associates Inc793,384$6.56M0.00%+1,033+0.1%Added
Dimension Capital Management LLC783,553$6.48M1.57%+49,144+6.7%Added
Legal & General Group Plc707,763$5.84M0.00%+41,157+6.2%Added
Advisor Group Holdings, Inc.629,027$5.20M0.01%−64,117−9.3%Reduced
Nicola Wealth Management Ltd.614,000$5.08M0.56%00.0%Unchanged
Clearbridge Investments, LLC604,822$5.00M0.01%00.0%Unchanged
Confluence Investment Management LLC542,991$4.49M0.07%−3,926−0.7%Reduced
Millennium Management LLC456,414$3.77M0.00%−453,700−49.9%Reduced
Advisors Asset Management, Inc.451,314$3.73M0.08%+32,955+7.9%Added
Cambridge Investment Research Advisors, Inc.440,815$3.65M0.02%−43,817−9.0%Reduced
Royce & Associates LP406,894$3.37M0.04%00.0%Unchanged
Morgan Stanley394,551$3.26M0.00%−12,926−3.2%Reduced
Neuberger Berman Group LLC377,164$3.12M0.00%+12,518+3.4%Added
Two Sigma Advisers, LP374,800$3.10M0.01%−310,700−45.3%Reduced
Raymond James Financial Services Advisors, Inc.347,531$2.87M0.01%−13,709−3.8%Reduced
Zeke Capital Advisors, LLC303,753$2.51M0.18%00.0%Unchanged
LPL Financial LLC284,102$2.35M0.00%+8,326+3.0%Added
Raymond James & Associates270,906$2.24M0.00%−69,891−20.5%Reduced
Bulldog Investors, LLP267,988$2.22M0.65%+192,988+257.3%Added
Skandinaviska Enskilda Banken AB (publ)239,440$1.98M0.02%00.0%Unchanged
Sumitomo Mitsui Trust Holdings, Inc.229,174$1.90M0.00%00.0%Unchanged
Muzinich & Co., Inc.229,174$1.90M1.84%00.0%Unchanged
Bank of America Corp212,951$1.76M0.00%+14,352+7.2%Added
AE Wealth Management LLC193,137$1.60M0.01%−11,792−5.8%Reduced
McKinley Capital Management LLC /Delaware186,954$1.55M0.21%−5,734−3.0%Reduced
Citadel Advisors LLC178,582$1.48M0.00%−224,557−55.7%Reduced
Two Sigma Investments, LP174,285$1.44M0.00%−232,028−57.1%Reduced
Condor Capital Management163,936$1.36M0.18%+34,855+27.0%Added
Concorde Asset Management, LLC149,711$1.24M1.39%+149,711New
Great West Life Assurance Co131,839$1.09M0.00%+73,343+125.4%Added
Goldman Sachs Group Inc122,638$1.01M0.00%+107,642+717.8%Added
HighTower Advisors, LLC116,526$963.0K0.00%−3,928−3.3%Reduced
Riverbridge Partners LLC116,410$963.0K0.01%+2,774+2.4%Added
Hennion & Walsh Asset Management, Inc.110,482$914.0K0.06%+28,185+34.2%Added
Prime Capital Investment Advisors, LLC104,424$864.0K0.05%−2,318−2.2%Reduced
Commonwealth Equity Services, LLC98,867$817.0K0.00%−13,397−11.9%Reduced
Sunbelt Securities, Inc.90,664$750.0K0.16%+431+0.5%Added
New Vernon Capital Holdings II LLC86,543$716.0K0.75%+86,543New
Strategic Wealth Advisors Group, LLC85,235$705.0K0.03%−6,342−6.9%Reduced
Kennedy Capital Management, Inc.84,376$698.0K0.02%−190−0.2%Reduced
Advisory Research Inc83,590$691.0K0.07%−3,615−4.1%Reduced
PFG Advisors81,231$672.0K0.08%−24,532−23.2%Reduced
Captrust Financial Advisors78,191$647.0K0.00%+78,191New
Ausdal Financial Partners, Inc.73,460$608.0K0.10%−11,374−13.4%Reduced
Cubist Systematic Strategies, LLC73,109$605.0K0.00%+18,645+34.2%Added
Bard Associates Inc71,597$592.0K0.27%+9,777+15.8%Added
GraniteShares Advisors LLC71,105$588.0K0.48%−848−1.2%Reduced
StrategIQ Financial Group, LLC70,350$582.0K0.07%−1,000−1.4%Reduced
Cetera Advisors LLC69,299$573.0K0.02%+59,136+581.9%Added
Stifel Financial Corp67,219$555.0K0.00%+10,964+19.5%Added
Krilogy Financial LLC62,140$514.0K0.06%−25,555−29.1%Reduced
Mackenzie Financial Corp58,560$484.0K0.00%−20,590−26.0%Reduced
Koshinski Asset Management, Inc.56,856$470.0K0.06%+2,000+3.6%Added
Royal Bank of Canada53,122$440.0K0.00%−2,605−4.7%Reduced
Eagle Global Advisors LLC52,300$433.0K0.03%+21,470+69.6%Added
ERTS Wealth Advisors, LLC51,712$428.0K0.12%00.0%Unchanged
Mirae Asset Global Investments Co., Ltd.49,165$407.0K0.00%−7,449−13.2%Reduced
Raleigh Capital Management Inc.48,857$404.0K0.24%−6,294−11.4%Reduced
Castleview Partners, LLC47,336$391.0K0.37%+34,259+262.0%Added
WNY Asset Management, LLC44,200$362.0K0.13%+44,200New
Pinkerton Retirement Specialists, LLC43,563$360.0K0.14%+284+0.7%Added
Invesco Ltd.43,246$358.0K0.00%−61,726−58.8%Reduced
Western Wealth Management, LLC38,900$321.0K0.02%00.0%Unchanged
MBM Wealth Consultants, LLC37,319$310.0K0.15%+35,933+2,592.6%Added
Virtus ETF Advisers LLC37,228$308.0K0.12%−4,546−10.9%Reduced
Putnam Investments LLC37,285$308.0K0.00%+37,285New
Qube Research & Technologies Ltd36,240$300.0K0.00%−84,042−69.9%Reduced
Cornerstone Wealth Management, LLC36,334$300.0K0.03%−760−2.0%Reduced
Aurora Private Wealth, Inc.35,572$294.0K0.14%+450+1.3%Added
SeaCrest Wealth Management, LLC34,106$282.0K0.04%+51+0.1%Added
Change Path, LLC34,136$282.0K0.02%+4,060+13.5%Added
Transcend Wealth Collective, LLC33,998$281.0K0.03%−14,950−30.5%Reduced
Geneos Wealth Management Inc.31,885$263.0K0.02%−61,671−65.9%Reduced
Patriot Financial Group Insurance Agency, LLC31,424$260.0K0.06%−6,102−16.3%Reduced
MQS Management LLC31,407$260.0K0.17%+31,407New
Arete Wealth Advisors, LLC30,071$249.0K0.02%+6,944+30.0%Added
RMB Capital Management, LLC29,372$243.0K0.01%00.0%Unchanged
Arkadios Wealth Advisors28,013$232.0K0.04%+1,887+7.2%Added
Mercer Global Advisors Inc27,985$231.0K0.00%+2,363+9.2%Added
Wedbush Securities Inc27,935$231.0K0.01%+3,000+12.0%Added
IFP Advisors, Inc18,467$229.0K0.01%00.0%Unchanged
Truist Financial Corp27,534$228.0K0.00%−642−2.3%Reduced
Focus Financial Network, Inc.27,498$227.4K0.02%+6,698+32.2%Added
Hutchens & Kramer Investment Management Group, LLC27,188$226.0K0.18%−9,596−26.1%Reduced
Atria Wealth Solutions, Inc.27,279$225.6K0.00%+17,072+167.3%Added
Cetera Investment Advisers26,610$220.0K0.00%−369−1.4%Reduced
Founders Financial Securities LLC26,564$220.0K0.04%+26,564New
Sheaff Brock Investment Advisors, LLC26,194$217.0K0.03%00.0%Unchanged