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 |
|---|---|---|---|---|---|
| Resources Investment Advisors, LLC. | 24,191 | $200.0K | 0.01% | −10.0% | Reduced |
| Fisher Asset Management, LLC | 24,545 | $203.0K | 0.00% | −8,012−24.6% | Reduced |
| Claybrook Capital, LLC | 25,255 | $209.0K | 0.13% | +10,140+67.1% | Added |
| Newbridge Financial Services Group, Inc. | 26,080 | $216.0K | 0.13% | +9,916+61.3% | Added |
| Sheaff Brock Investment Advisors, LLC | 26,194 | $217.0K | 0.03% | 00.0% | Unchanged |
| Cetera Investment Advisers | 26,610 | $220.0K | 0.00% | −369−1.4% | Reduced |
| Founders Financial Securities LLC | 26,564 | $220.0K | 0.04% | +26,564 | New |
| Atria Wealth Solutions, Inc. | 27,279 | $225.6K | 0.00% | +17,072+167.3% | Added |
| Hutchens & Kramer Investment Management Group, LLC | 27,188 | $226.0K | 0.18% | −9,596−26.1% | Reduced |
| Focus Financial Network, Inc. | 27,498 | $227.4K | 0.02% | +6,698+32.2% | Added |
| Truist Financial Corp | 27,534 | $228.0K | 0.00% | −642−2.3% | Reduced |
| IFP Advisors, Inc | 18,467 | $229.0K | 0.01% | 00.0% | Unchanged |
| Mercer Global Advisors Inc | 27,985 | $231.0K | 0.00% | +2,363+9.2% | Added |
| Wedbush Securities Inc | 27,935 | $231.0K | 0.01% | +3,000+12.0% | Added |
| Arkadios Wealth Advisors | 28,013 | $232.0K | 0.04% | +1,887+7.2% | Added |
| RMB Capital Management, LLC | 29,372 | $243.0K | 0.01% | 00.0% | Unchanged |
| Arete Wealth Advisors, LLC | 30,071 | $249.0K | 0.02% | +6,944+30.0% | Added |
| Patriot Financial Group Insurance Agency, LLC | 31,424 | $260.0K | 0.06% | −6,102−16.3% | Reduced |
| MQS Management LLC | 31,407 | $260.0K | 0.17% | +31,407 | New |
| Geneos Wealth Management Inc. | 31,885 | $263.0K | 0.02% | −61,671−65.9% | Reduced |
| Transcend Wealth Collective, LLC | 33,998 | $281.0K | 0.03% | −14,950−30.5% | Reduced |
| SeaCrest Wealth Management, LLC | 34,106 | $282.0K | 0.04% | +51+0.1% | Added |
| Change Path, LLC | 34,136 | $282.0K | 0.02% | +4,060+13.5% | Added |
| Aurora Private Wealth, Inc. | 35,572 | $294.0K | 0.14% | +450+1.3% | Added |
| Qube Research & Technologies Ltd | 36,240 | $300.0K | 0.00% | −84,042−69.9% | Reduced |
| Cornerstone Wealth Management, LLC | 36,334 | $300.0K | 0.03% | −760−2.0% | Reduced |
| Virtus ETF Advisers LLC | 37,228 | $308.0K | 0.12% | −4,546−10.9% | Reduced |
| Putnam Investments LLC | 37,285 | $308.0K | 0.00% | +37,285 | New |
| MBM Wealth Consultants, LLC | 37,319 | $310.0K | 0.15% | +35,933+2,592.6% | Added |
| Western Wealth Management, LLC | 38,900 | $321.0K | 0.02% | 00.0% | Unchanged |
| Invesco Ltd. | 43,246 | $358.0K | 0.00% | −61,726−58.8% | Reduced |
| Pinkerton Retirement Specialists, LLC | 43,563 | $360.0K | 0.14% | +284+0.7% | Added |
| WNY Asset Management, LLC | 44,200 | $362.0K | 0.13% | +44,200 | New |
| Castleview Partners, LLC | 47,336 | $391.0K | 0.37% | +34,259+262.0% | Added |
| Raleigh Capital Management Inc. | 48,857 | $404.0K | 0.24% | −6,294−11.4% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 49,165 | $407.0K | 0.00% | −7,449−13.2% | Reduced |
| ERTS Wealth Advisors, LLC | 51,712 | $428.0K | 0.12% | 00.0% | Unchanged |
| Eagle Global Advisors LLC | 52,300 | $433.0K | 0.03% | +21,470+69.6% | Added |
| Royal Bank of Canada | 53,122 | $440.0K | 0.00% | −2,605−4.7% | Reduced |
| Koshinski Asset Management, Inc. | 56,856 | $470.0K | 0.06% | +2,000+3.6% | Added |
| Mackenzie Financial Corp | 58,560 | $484.0K | 0.00% | −20,590−26.0% | Reduced |
| Krilogy Financial LLC | 62,140 | $514.0K | 0.06% | −25,555−29.1% | Reduced |
| Stifel Financial Corp | 67,219 | $555.0K | 0.00% | +10,964+19.5% | Added |
| Cetera Advisors LLC | 69,299 | $573.0K | 0.02% | +59,136+581.9% | Added |
| StrategIQ Financial Group, LLC | 70,350 | $582.0K | 0.07% | −1,000−1.4% | Reduced |
| GraniteShares Advisors LLC | 71,105 | $588.0K | 0.48% | −848−1.2% | Reduced |
| Bard Associates Inc | 71,597 | $592.0K | 0.27% | +9,777+15.8% | Added |
| Cubist Systematic Strategies, LLC | 73,109 | $605.0K | 0.00% | +18,645+34.2% | Added |
| Ausdal Financial Partners, Inc. | 73,460 | $608.0K | 0.10% | −11,374−13.4% | Reduced |
| Captrust Financial Advisors | 78,191 | $647.0K | 0.00% | +78,191 | New |
| PFG Advisors | 81,231 | $672.0K | 0.08% | −24,532−23.2% | Reduced |
| Advisory Research Inc | 83,590 | $691.0K | 0.07% | −3,615−4.1% | Reduced |
| Kennedy Capital Management, Inc. | 84,376 | $698.0K | 0.02% | −190−0.2% | Reduced |
| Strategic Wealth Advisors Group, LLC | 85,235 | $705.0K | 0.03% | −6,342−6.9% | Reduced |
| New Vernon Capital Holdings II LLC | 86,543 | $716.0K | 0.75% | +86,543 | New |
| Sunbelt Securities, Inc. | 90,664 | $750.0K | 0.16% | +431+0.5% | Added |
| Commonwealth Equity Services, LLC | 98,867 | $817.0K | 0.00% | −13,397−11.9% | Reduced |
| Prime Capital Investment Advisors, LLC | 104,424 | $864.0K | 0.05% | −2,318−2.2% | Reduced |
| Hennion & Walsh Asset Management, Inc. | 110,482 | $914.0K | 0.06% | +28,185+34.2% | Added |
| HighTower Advisors, LLC | 116,526 | $963.0K | 0.00% | −3,928−3.3% | Reduced |
| Riverbridge Partners LLC | 116,410 | $963.0K | 0.01% | +2,774+2.4% | Added |
| Goldman Sachs Group Inc | 122,638 | $1.01M | 0.00% | +107,642+717.8% | Added |
| Great West Life Assurance Co | 131,839 | $1.09M | 0.00% | +73,343+125.4% | Added |
| Concorde Asset Management, LLC | 149,711 | $1.24M | 1.39% | +149,711 | New |
| Condor Capital Management | 163,936 | $1.36M | 0.18% | +34,855+27.0% | Added |
| Two Sigma Investments, LP | 174,285 | $1.44M | 0.00% | −232,028−57.1% | Reduced |
| Citadel Advisors LLC | 178,582 | $1.48M | 0.00% | −224,557−55.7% | Reduced |
| McKinley Capital Management LLC /Delaware | 186,954 | $1.55M | 0.21% | −5,734−3.0% | Reduced |
| AE Wealth Management LLC | 193,137 | $1.60M | 0.01% | −11,792−5.8% | Reduced |
| Bank of America Corp | 212,951 | $1.76M | 0.00% | +14,352+7.2% | Added |
| Sumitomo Mitsui Trust Holdings, Inc. | 229,174 | $1.90M | 0.00% | 00.0% | Unchanged |
| Muzinich & Co., Inc. | 229,174 | $1.90M | 1.84% | 00.0% | Unchanged |
| Skandinaviska Enskilda Banken AB (publ) | 239,440 | $1.98M | 0.02% | 00.0% | Unchanged |
| Bulldog Investors, LLP | 267,988 | $2.22M | 0.65% | +192,988+257.3% | Added |
| Raymond James & Associates | 270,906 | $2.24M | 0.00% | −69,891−20.5% | Reduced |
| LPL Financial LLC | 284,102 | $2.35M | 0.00% | +8,326+3.0% | Added |
| Zeke Capital Advisors, LLC | 303,753 | $2.51M | 0.18% | 00.0% | Unchanged |
| Raymond James Financial Services Advisors, Inc. | 347,531 | $2.87M | 0.01% | −13,709−3.8% | Reduced |
| Two Sigma Advisers, LP | 374,800 | $3.10M | 0.01% | −310,700−45.3% | Reduced |
| Neuberger Berman Group LLC | 377,164 | $3.12M | 0.00% | +12,518+3.4% | Added |
| Morgan Stanley | 394,551 | $3.26M | 0.00% | −12,926−3.2% | Reduced |
| Royce & Associates LP | 406,894 | $3.37M | 0.04% | 00.0% | Unchanged |
| Cambridge Investment Research Advisors, Inc. | 440,815 | $3.65M | 0.02% | −43,817−9.0% | Reduced |
| Advisors Asset Management, Inc. | 451,314 | $3.73M | 0.08% | +32,955+7.9% | Added |
| Millennium Management LLC | 456,414 | $3.77M | 0.00% | −453,700−49.9% | Reduced |
| Confluence Investment Management LLC | 542,991 | $4.49M | 0.07% | −3,926−0.7% | Reduced |
| Clearbridge Investments, LLC | 604,822 | $5.00M | 0.01% | 00.0% | Unchanged |
| Nicola Wealth Management Ltd. | 614,000 | $5.08M | 0.56% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 629,027 | $5.20M | 0.01% | −64,117−9.3% | Reduced |
| Legal & General Group Plc | 707,763 | $5.84M | 0.00% | +41,157+6.2% | Added |
| Dimension Capital Management LLC | 783,553 | $6.48M | 1.57% | +49,144+6.7% | Added |
| Price T Rowe Associates Inc | 793,384 | $6.56M | 0.00% | +1,033+0.1% | Added |
| BlackRock Inc. | 895,635 | $7.41M | 0.00% | +471,096+111.0% | Added |
| Private Management Group Inc | 1,124,639 | $9.30M | 0.43% | +1,124,639 | New |
| Van Eck Associates Corp | 1,265,204 | $10.5M | 0.03% | −134,756−9.6% | Reduced |
| Relative Value Partners Group, LLC | 1,406,270 | $11.6M | 0.95% | −6,849−0.5% | Reduced |
| Wells Fargo & Company | 1,502,146 | $12.4M | 0.00% | −760.0% | Reduced |
| Cliffwater LLC | 1,608,808 | $13.3M | 4.49% | +39,492+2.5% | Added |
| UBS Group AG | 2,214,832 | $18.3M | 0.01% | +154,742+7.5% | Added |
| Callodine Capital Management, LP | 2,375,000 | $19.6M | 6.19% | +387,311+19.5% | Added |