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 |
|---|---|---|---|---|---|
| Newbridge Financial Services Group, Inc. | 26,080 | $216.0K | 0.13% | +9,916+61.3% | Added |
| Claybrook Capital, LLC | 25,255 | $209.0K | 0.13% | +10,140+67.1% | Added |
| Fisher Asset Management, LLC | 24,545 | $203.0K | 0.00% | −8,012−24.6% | Reduced |
| Resources Investment Advisors, LLC. | 24,191 | $200.0K | 0.01% | −10.0% | Reduced |
| JPMorgan Chase & Co | 23,500 | $194.0K | 0.00% | +7,384+45.8% | Added |
| 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 |
| Apollon Wealth Management, LLC | 23,081 | $191.0K | 0.02% | +23,081 | New |
| Virtus Investment Advisers, Inc. | 23,017 | $190.0K | 0.09% | +23,017 | New |
| Envestnet Asset Management Inc | 22,095 | $183.0K | 0.00% | +1,989+9.9% | Added |
| Brinker Capital Investments, LLC | 21,141 | $175.0K | 0.00% | 00.0% | Unchanged |
| Creative Planning | 21,018 | $174.0K | 0.00% | +21,018 | New |
| Truadvice, LLC | 19,272 | $171.0K | 0.10% | −66,958−77.7% | Reduced |
| 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 |
| Redwood Financial Network Corp | 20,465 | $169.0K | 0.19% | +7,824+61.9% | Added |
| Axiom Investment Management LLC | 20,000 | $166.0K | 0.33% | 00.0% | Unchanged |
| Foundations Investment Advisors, LLC | 19,892 | $165.0K | 0.01% | −1,484−6.9% | Reduced |
| Kestra Advisory Services, LLC | 19,876 | $164.0K | 0.00% | −14,586−42.3% | Reduced |
| RFG Advisory, LLC | 18,118 | $163.0K | 0.01% | −24,614−57.6% | Reduced |
| Northern Trust Corp | 19,552 | $161.0K | 0.00% | +3,975+25.5% | Added |
| Belpointe Asset Management LLC | 19,101 | $157.0K | 0.01% | +8,242+75.9% | Added |
| Lincoln National Corp | 18,834 | $156.0K | 0.00% | 00.0% | Unchanged |
| 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 |
| Y-Intercept (Hong Kong) Ltd | 17,602 | $145.6K | 0.01% | +5,485+45.3% | Added |
| Empirical Asset Management, LLC | 17,530 | $145.0K | 0.16% | +422+2.5% | 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 |
| Steward Partners Investment Advisory, LLC | 16,700 | $138.0K | 0.00% | +56+0.3% | Added |
| WealthPlan Investment Management, LLC | 15,431 | $133.0K | 0.01% | +15,431 | New |
| Retirement Group, LLC | 15,990 | $132.0K | 0.11% | −2,397−13.0% | Reduced |
| WCG Wealth Advisors LLC | 15,683 | $130.0K | 0.02% | 00.0% | Unchanged |
| Brookstone Capital Management | 15,883 | $128.0K | 0.00% | 00.0% | Unchanged |
| Ade, LLC | 14,984 | $124.0K | 0.14% | −26,535−63.9% | Reduced |
| First National Trust Co | 14,686 | $121.0K | 0.01% | 00.0% | Unchanged |
| Flagship Harbor Advisors, LLC | 14,548 | $120.0K | 0.01% | +1,372+10.4% | Added |
| 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 |
| Integrated Advisors Network LLC | 14,004 | $116.0K | 0.01% | +14,004 | New |
| Centaurus Financial, Inc. | 13,882 | $115.0K | 0.01% | −3,379−19.6% | Reduced |
| Cetera Advisor Networks LLC | 13,647 | $113.0K | 0.00% | −17,764−56.6% | Reduced |
| Larson Financial Group LLC | 13,404 | $111.0K | 0.02% | −16,725−55.5% | Reduced |
| Brown Advisory Inc | 13,200 | $109.0K | 0.00% | −34−0.3% | Reduced |
| Gradient Investments LLC | 12,630 | $104.0K | 0.00% | 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 |
| Mission Wealth Management, LP | 12,285 | $102.0K | 0.01% | 00.0% | Unchanged |
| Sigma Planning Corp | 12,258 | $101.0K | 0.00% | +12,258 | New |
| Harbour Investments, Inc. | 10,406 | $97.0K | 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 |
| AlphaStar Capital Management, LLC | 10,880 | $90.0K | 0.01% | 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 |
| 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 |
| Signaturefd, LLC | 8,550 | $71.0K | 0.00% | +3,651+74.5% | Added |
| American Portfolios Advisors | 7,324 | $60.6K | 0.00% | 00.0% | Unchanged |
| BNP Paribas Arbitrage, SA | 7,300 | $60.4K | 0.00% | +7,300 | New |
| HWG Holdings LP | 7,090 | $59.0K | 0.04% | +7,090 | New |
| First Personal Financial Services | 6,944 | $57.0K | 0.02% | +167+2.5% | Added |
| Kelly Financial Services LLC | 5,869 | $48.5K | 0.03% | +142+2.5% | Added |
| Stonebridge Capital Advisors LLC | 5,576 | $46.0K | 0.01% | +1,474+35.9% | Added |
| Northwestern Mutual Wealth Management Co | 5,044 | $42.0K | 0.00% | 00.0% | Unchanged |
| Proequities, Inc. | 4,452 | $37.0K | 0.00% | +3,000+206.6% | Added |
| TCI Wealth Advisors, Inc. | 3,729 | $31.0K | 0.01% | 00.0% | Unchanged |
| Carolina Wealth Advisors, LLC | 3,148 | $26.0K | 0.02% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 3,057 | $25.0K | 0.00% | −3,181−51.0% | Reduced |
| Private Trust Co NA | 2,913 | $24.0K | 0.00% | 00.0% | Unchanged |
| TSFG, LLC | 2,767 | $23.0K | 0.01% | +2,767 | New |
| Moisand Fitzgerald Tamayo, LLC | 2,713 | $22.0K | 0.01% | 00.0% | Unchanged |
| Cooperman Leon G | 2,643 | $21.9K | 0.00% | −187,965−98.6% | Reduced |
| Spire Wealth Management | 2,374 | $20.0K | 0.00% | +2,374 | 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 |
| 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 |
| Pinnacle Bancorp, Inc. | 1,665 | $14.0K | 0.01% | +1,665 | New |
| Nomura Asset Management Co Ltd | 1,624 | $13.4K | 0.00% | +1,624 | 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 |
| 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 |
| Citizens National Bank Trust Department | 1,139 | $9.00K | 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 |
| Citigroup Inc | 705 | $6.00K | 0.00% | 00.0% | Unchanged |
| 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 |
| 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 |
| 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 |