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.
| 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, Q3 2022
Shares, value and share of portfolio for each institution holding Barings BDC, Inc.; share changes are against Q2 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Parallel Advisors, LLC | 18 | $0 | 0.00% | −198−91.7% | Reduced |
| Focused Wealth Management, Inc | 7 | $0 | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 126 | $1.00K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 150 | $1.00K | 0.00% | +150 | New |
| RE Dickinson Investment Advisors, LLC | 257 | $2.00K | 0.00% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 200 | $2.00K | 0.00% | +200 | New |
| Earnest Partners LLC | 500 | $4.00K | 0.00% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 500 | $4.00K | 0.00% | 00.0% | Unchanged |
| US Bancorp | 443 | $4.00K | 0.00% | +142+47.2% | Added |
| Wipfli Financial Advisors LLC, | 517 | $4.00K | 0.00% | +517 | New |
| Aquatic Capital Management LLC | 600 | $5.00K | 0.00% | −1,800−75.0% | Reduced |
| FinTrust Capital Advisors, LLC | 635 | $5.00K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 547 | $5.00K | 0.00% | 00.0% | Unchanged |
| Citigroup Inc | 705 | $6.00K | 0.00% | 00.0% | Unchanged |
| National Bank of Canada | 1,000 | $8.00K | 0.00% | 00.0% | Unchanged |
| Founders Capital Management | 979 | $8.00K | 0.01% | 00.0% | Unchanged |
| Citizens National Bank Trust Department | 1,139 | $9.00K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 1,150 | $10.0K | 0.00% | −332−22.4% | Reduced |
| Beacon Capital Management, LLC | 1,102 | $10.0K | 0.00% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 1,200 | $10.0K | 0.00% | +1,200 | New |
| Accel Wealth Management | 1,169 | $10.0K | 0.01% | +1,169 | New |
| Quadrant Capital Group LLC | 1,520 | $13.0K | 0.00% | −344−18.5% | Reduced |
| Umb Bank N A | 1,630 | $13.0K | 0.00% | 00.0% | Unchanged |
| Nomura Asset Management Co Ltd | 1,624 | $13.4K | 0.00% | +1,624 | New |
| Pinnacle Bancorp, Inc. | 1,665 | $14.0K | 0.01% | +1,665 | New |
| Paragon Wealth Strategies, LLC | 1,798 | $15.0K | 0.01% | +1,798 | New |
| KB Financial Partners, LLC | 1,760 | $15.0K | 0.01% | +1,760 | New |
| Cullen/Frost Bankers, Inc. | 2,193 | $18.0K | 0.00% | 00.0% | Unchanged |
| Householder Group Estate & Retirement Specialist, LLC | 2,193 | $18.0K | 0.01% | +2,193 | New |
| Spire Wealth Management | 2,374 | $20.0K | 0.00% | +2,374 | New |
| Cooperman Leon G | 2,643 | $21.9K | 0.00% | −187,965−98.6% | Reduced |
| Moisand Fitzgerald Tamayo, LLC | 2,713 | $22.0K | 0.01% | 00.0% | Unchanged |
| TSFG, LLC | 2,767 | $23.0K | 0.01% | +2,767 | New |
| Private Trust Co NA | 2,913 | $24.0K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 3,057 | $25.0K | 0.00% | −3,181−51.0% | Reduced |
| Carolina Wealth Advisors, LLC | 3,148 | $26.0K | 0.02% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 3,729 | $31.0K | 0.01% | 00.0% | Unchanged |
| Proequities, Inc. | 4,452 | $37.0K | 0.00% | +3,000+206.6% | Added |
| Northwestern Mutual Wealth Management Co | 5,044 | $42.0K | 0.00% | 00.0% | Unchanged |
| Stonebridge Capital Advisors LLC | 5,576 | $46.0K | 0.01% | +1,474+35.9% | Added |
| Kelly Financial Services LLC | 5,869 | $48.5K | 0.03% | +142+2.5% | Added |
| First Personal Financial Services | 6,944 | $57.0K | 0.02% | +167+2.5% | Added |
| HWG Holdings LP | 7,090 | $59.0K | 0.04% | +7,090 | New |
| BNP Paribas Arbitrage, SA | 7,300 | $60.4K | 0.00% | +7,300 | New |
| American Portfolios Advisors | 7,324 | $60.6K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 8,550 | $71.0K | 0.00% | +3,651+74.5% | Added |
| Hilltop Holdings Inc. | 10,145 | $84.0K | 0.01% | 00.0% | Unchanged |
| International Assets Investment Management, LLC | 10,136 | $84.0K | 0.02% | 00.0% | Unchanged |
| Bouchey Financial Group Ltd | 10,276 | $85.0K | 0.01% | 00.0% | Unchanged |
| Oak Harbor Wealth Partners, LLC | 10,309 | $85.0K | 0.03% | +30.0% | Added |
| AlphaStar Capital Management, LLC | 10,880 | $90.0K | 0.01% | 00.0% | Unchanged |
| Bradley Foster & Sargent Inc | 11,000 | $91.0K | 0.00% | −4,000−26.7% | Reduced |
| Creative Financial Designs Inc | 11,003 | $91.0K | 0.01% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 10,406 | $97.0K | 0.01% | 00.0% | Unchanged |
| Sigma Planning Corp | 12,258 | $101.0K | 0.00% | +12,258 | New |
| Mission Wealth Management, LP | 12,285 | $102.0K | 0.01% | 00.0% | Unchanged |
| Victory Capital Management Inc | 12,402 | $103.0K | 0.00% | −3,202−20.5% | Reduced |
| Davenport & Co LLC | 12,399 | $103.0K | 0.00% | −2,136−14.7% | Reduced |
| Gradient Investments LLC | 12,630 | $104.0K | 0.00% | 00.0% | Unchanged |
| Brown Advisory Inc | 13,200 | $109.0K | 0.00% | −34−0.3% | Reduced |
| Larson Financial Group LLC | 13,404 | $111.0K | 0.02% | −16,725−55.5% | Reduced |
| Cetera Advisor Networks LLC | 13,647 | $113.0K | 0.00% | −17,764−56.6% | Reduced |
| Centaurus Financial, Inc. | 13,882 | $115.0K | 0.01% | −3,379−19.6% | Reduced |
| Integrated Advisors Network LLC | 14,004 | $116.0K | 0.01% | +14,004 | New |
| Nicholas Hoffman & Company, LLC. | 14,354 | $119.0K | 0.01% | 00.0% | Unchanged |
| Beacon Pointe Advisors, LLC | 14,414 | $119.0K | 0.00% | +649+4.7% | Added |
| Flagship Harbor Advisors, LLC | 14,548 | $120.0K | 0.01% | +1,372+10.4% | Added |
| First National Trust Co | 14,686 | $121.0K | 0.01% | 00.0% | Unchanged |
| Ade, LLC | 14,984 | $124.0K | 0.14% | −26,535−63.9% | Reduced |
| Brookstone Capital Management | 15,883 | $128.0K | 0.00% | 00.0% | Unchanged |
| WCG Wealth Advisors LLC | 15,683 | $130.0K | 0.02% | 00.0% | Unchanged |
| Retirement Group, LLC | 15,990 | $132.0K | 0.11% | −2,397−13.0% | Reduced |
| WealthPlan Investment Management, LLC | 15,431 | $133.0K | 0.01% | +15,431 | New |
| Steward Partners Investment Advisory, LLC | 16,700 | $138.0K | 0.00% | +56+0.3% | Added |
| Capital Advisory Group Advisory Services, LLC | 17,300 | $143.0K | 0.10% | 00.0% | Unchanged |
| Camelot Portfolios, LLC | 17,262 | $143.0K | 0.13% | +17,262 | New |
| Empirical Asset Management, LLC | 17,530 | $145.0K | 0.16% | +422+2.5% | Added |
| Y-Intercept (Hong Kong) Ltd | 17,602 | $145.6K | 0.01% | +5,485+45.3% | Added |
| Allworth Financial LP | 18,793 | $155.0K | 0.00% | −881−4.5% | Reduced |
| Ameriprise Financial Inc | 18,757 | $155.0K | 0.00% | +5,137+37.7% | Added |
| Lincoln National Corp | 18,834 | $156.0K | 0.00% | 00.0% | Unchanged |
| Belpointe Asset Management LLC | 19,101 | $157.0K | 0.01% | +8,242+75.9% | Added |
| Northern Trust Corp | 19,552 | $161.0K | 0.00% | +3,975+25.5% | Added |
| RFG Advisory, LLC | 18,118 | $163.0K | 0.01% | −24,614−57.6% | Reduced |
| Kestra Advisory Services, LLC | 19,876 | $164.0K | 0.00% | −14,586−42.3% | Reduced |
| Foundations Investment Advisors, LLC | 19,892 | $165.0K | 0.01% | −1,484−6.9% | Reduced |
| Axiom Investment Management LLC | 20,000 | $166.0K | 0.33% | 00.0% | Unchanged |
| Redwood Financial Network Corp | 20,465 | $169.0K | 0.19% | +7,824+61.9% | Added |
| Foresight Wealth Management, LLC | 20,531 | $170.0K | 0.07% | −6,871−25.1% | Reduced |
| Tyler-Stone Wealth Management | 20,532 | $170.0K | 0.13% | +3,195+18.4% | Added |
| Truadvice, LLC | 19,272 | $171.0K | 0.10% | −66,958−77.7% | Reduced |
| Creative Planning | 21,018 | $174.0K | 0.00% | +21,018 | New |
| Brinker Capital Investments, LLC | 21,141 | $175.0K | 0.00% | 00.0% | Unchanged |
| Envestnet Asset Management Inc | 22,095 | $183.0K | 0.00% | +1,989+9.9% | Added |
| Virtus Investment Advisers, Inc. | 23,017 | $190.0K | 0.09% | +23,017 | New |
| Apollon Wealth Management, LLC | 23,081 | $191.0K | 0.02% | +23,081 | New |
| CWM, LLC | 23,279 | $193.0K | 0.00% | −7,966−25.5% | Reduced |
| Kovack Advisors, Inc. | 23,326 | $193.0K | 0.03% | −2,352−9.2% | Reduced |
| ExodusPoint Capital Management, LP | 23,291 | $193.0K | 0.00% | +2,354+11.2% | Added |
| JPMorgan Chase & Co | 23,500 | $194.0K | 0.00% | +7,384+45.8% | Added |