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, Q4 2022
Institutional positions in Barings BDC, Inc. as of Dec 31, 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
- 221
- +21 vs. Q3 2022
- Shares held
- 53.9M
- +354.3K (+0.7%) vs. Q3 2022
- Total value
- $439.0M
- −$3.64M (−0.8%) vs. Q3 2022
- New holders
- 40
- 59 more added
- Sold out
- 19
- 78 more reduced
4 institutions that held it in Q3 2022 haven't filed for Q4 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2022
Shares, value and share of portfolio for each institution holding Barings BDC, Inc.; share changes are against Q3 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Barings LLC | 13,639,681 | $111.2M | 3.94% | 00.0% | Unchanged |
| Ares Management LLC | 4,804,852 | $39.2M | 1.93% | 00.0% | Unchanged |
| Rivernorth Capital Management, LLC | 4,713,415 | $38.4M | 1.73% | +134,106+2.9% | Added |
| Punch & Associates Investment Management, Inc. | 2,703,703 | $22.0M | 1.43% | −99,306−3.5% | Reduced |
| UBS Group AG | 2,236,911 | $18.2M | 0.01% | +22,079+1.0% | Added |
| Callodine Capital Management, LP | 2,209,955 | $18.0M | 5.44% | −165,045−6.9% | Reduced |
| Cliffwater LLC | 1,710,558 | $13.9M | 3.93% | +101,750+6.3% | Added |
| Wells Fargo & Company | 1,589,783 | $13.0M | 0.00% | +87,637+5.8% | Added |
| Relative Value Partners Group, LLC | 1,462,188 | $11.9M | 0.84% | +55,918+4.0% | Added |
| Van Eck Associates Corp | 1,296,534 | $10.6M | 0.03% | +31,330+2.5% | Added |
| Private Management Group Inc | 1,230,489 | $10.0M | 0.45% | +105,850+9.4% | Added |
| BlackRock Inc. | 890,992 | $7.26M | 0.00% | −4,643−0.5% | Reduced |
| Price T Rowe Associates Inc | 793,384 | $6.47M | 0.00% | 00.0% | Unchanged |
| Dimension Capital Management LLC | 783,553 | $6.39M | 1.49% | 00.0% | Unchanged |
| Legal & General Group Plc | 734,878 | $5.99M | 0.00% | +27,115+3.8% | Added |
| Nicola Wealth Management Ltd. | 614,000 | $5.00M | 0.51% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 610,718 | $4.98M | 0.01% | −18,309−2.9% | Reduced |
| Millennium Management LLC | 564,494 | $4.60M | 0.01% | +108,080+23.7% | Added |
| Confluence Investment Management LLC | 540,432 | $4.40M | 0.07% | −2,559−0.5% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 444,264 | $3.62M | 0.01% | +96,733+27.8% | Added |
| Advisors Asset Management, Inc. | 427,007 | $3.48M | 0.07% | −24,307−5.4% | Reduced |
| Royce & Associates LP | 406,894 | $3.32M | 0.03% | 00.0% | Unchanged |
| Cambridge Investment Research Advisors, Inc. | 406,267 | $3.31M | 0.02% | −34,548−7.8% | Reduced |
| Clearbridge Investments, LLC | 382,372 | $3.12M | 0.00% | −222,450−36.8% | Reduced |
| Morgan Stanley | 326,718 | $2.66M | 0.00% | −67,833−17.2% | Reduced |
| Bulldog Investors, LLP | 320,287 | $2.61M | 0.79% | +52,299+19.5% | Added |
| Neuberger Berman Group LLC | 317,121 | $2.58M | 0.00% | −60,043−15.9% | Reduced |
| Two Sigma Advisers, LP | 314,100 | $2.56M | 0.01% | −60,700−16.2% | Reduced |
| LPL Financial LLC | 306,226 | $2.50M | 0.00% | +22,124+7.8% | Added |
| Concorde Asset Management, LLC | 296,546 | $2.42M | 2.15% | +146,835+98.1% | Added |
| Sumitomo Mitsui Trust Holdings, Inc. | 271,387 | $2.21M | 0.00% | +42,213+18.4% | Added |
| Muzinich & Co., Inc. | 271,387 | $2.21M | 1.95% | +42,213+18.4% | Added |
| Skandinaviska Enskilda Banken AB (publ) | 239,440 | $1.95M | 0.01% | 00.0% | Unchanged |
| Bank of America Corp | 234,847 | $1.91M | 0.00% | +21,896+10.3% | Added |
| Raymond James & Associates | 211,052 | $1.72M | 0.00% | −59,854−22.1% | Reduced |
| Condor Capital Management | 185,809 | $1.51M | 0.19% | +21,873+13.3% | Added |
| McKinley Capital Management LLC /Delaware | 176,492 | $1.44M | 0.19% | −10,462−5.6% | Reduced |
| AE Wealth Management LLC | 174,964 | $1.43M | 0.01% | −18,173−9.4% | Reduced |
| Two Sigma Investments, LP | 154,175 | $1.26M | 0.00% | −20,110−11.5% | Reduced |
| Hennion & Walsh Asset Management, Inc. | 146,233 | $1.19M | 0.07% | +35,751+32.4% | Added |
| Cubist Systematic Strategies, LLC | 139,499 | $1.14M | 0.01% | +66,390+90.8% | Added |
| Great West Life Assurance Co | 134,224 | $1.10M | 0.00% | +2,385+1.8% | Added |
| Riverbridge Partners LLC | 121,854 | $993.0K | 0.01% | +5,444+4.7% | Added |
| HighTower Advisors, LLC | 117,386 | $956.0K | 0.00% | +860+0.7% | Added |
| Retirement Financial Solutions, LLC | 109,977 | $896.3K | 0.76% | +109,977 | New |
| BI Asset Management Fondsmaeglerselskab A/S | 108,108 | $881.0K | 0.02% | +108,108 | New |
| Prime Capital Investment Advisors, LLC | 106,811 | $870.5K | 0.03% | +2,387+2.3% | Added |
| Captrust Financial Advisors | 97,159 | $791.8K | 0.00% | +18,968+24.3% | Added |
| Kula Investments, LLC | 90,475 | $737.4K | 0.26% | +90,475 | New |
| Sunbelt Securities, Inc. | 86,773 | $707.2K | 0.14% | −3,891−4.3% | Reduced |
| MQS Management LLC | 85,277 | $695.0K | 0.47% | +53,870+171.5% | Added |
| Kennedy Capital Management, Inc. | 84,363 | $687.6K | 0.02% | −130.0% | Reduced |
| Jump Financial, LLC | 83,690 | $682.1K | 0.04% | +83,690 | New |
| Advisory Research Inc | 77,862 | $634.6K | 0.06% | −5,728−6.9% | Reduced |
| Mariner, LLC | 76,029 | $620.0K | 0.00% | +76,029 | New |
| Cetera Advisors LLC | 73,592 | $599.8K | 0.01% | +4,293+6.2% | Added |
| Commonwealth Equity Services, LLC | 72,361 | $589.0K | 0.00% | −26,506−26.8% | Reduced |
| Bard Associates Inc | 71,272 | $580.9K | 0.25% | −325−0.5% | Reduced |
| StrategIQ Financial Group, LLC | 71,050 | $579.1K | 0.07% | +700+1.0% | Added |
| New Vernon Capital Holdings II LLC | 69,171 | $563.7K | 0.45% | −17,372−20.1% | Reduced |
| PFG Advisors | 68,071 | $554.8K | 0.05% | −13,160−16.2% | Reduced |
| Citadel Advisors LLC | 66,938 | $545.5K | 0.00% | −111,644−62.5% | Reduced |
| Ausdal Financial Partners, Inc. | 64,472 | $525.4K | 0.08% | −8,988−12.2% | Reduced |
| Koshinski Asset Management, Inc. | 62,611 | $510.3K | 0.05% | +5,755+10.1% | Added |
| XTX Topco Ltd | 61,946 | $504.9K | 0.11% | +61,946 | New |
| Mackenzie Financial Corp | 57,631 | $469.7K | 0.00% | −929−1.6% | Reduced |
| Royal Bank of Canada | 55,748 | $455.0K | 0.00% | +2,626+4.9% | Added |
| Stifel Financial Corp | 53,069 | $432.5K | 0.00% | −14,150−21.1% | Reduced |
| ERTS Wealth Advisors, LLC | 51,712 | $421.5K | 0.11% | 00.0% | Unchanged |
| WNY Asset Management, LLC | 50,245 | $409.5K | 0.11% | +6,045+13.7% | Added |
| Raleigh Capital Management Inc. | 49,191 | $400.9K | 0.21% | +334+0.7% | Added |
| Castleview Partners, LLC | 45,702 | $372.5K | 0.36% | −1,634−3.5% | Reduced |
| MBM Wealth Consultants, LLC | 44,096 | $362.0K | 0.17% | +6,777+18.2% | Added |
| Krilogy Financial LLC | 43,488 | $354.4K | 0.03% | −18,652−30.0% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 40,718 | $331.9K | 0.00% | −8,447−17.2% | Reduced |
| JPMorgan Chase & Co | 37,400 | $305.0K | 0.00% | +13,900+59.1% | Added |
| Virtus ETF Advisers LLC | 36,998 | $301.5K | 0.16% | −230−0.6% | Reduced |
| Putnam Investments LLC | 35,942 | $292.9K | 0.00% | −1,343−3.6% | Reduced |
| Qube Research & Technologies Ltd | 35,653 | $290.6K | 0.00% | −587−1.6% | Reduced |
| Mercer Global Advisors Inc | 35,229 | $287.0K | 0.00% | +7,244+25.9% | Added |
| Panoramic Investment Advisors, LLC | 34,388 | $280.3K | 0.29% | +34,388 | New |
| Transcend Wealth Collective, LLC | 33,498 | $273.0K | 0.03% | −500−1.5% | Reduced |
| Change Path, LLC | 33,011 | $269.0K | 0.01% | −1,125−3.3% | Reduced |
| SeaCrest Wealth Management, LLC | 32,699 | $266.5K | 0.04% | −1,407−4.1% | Reduced |
| Pinkerton Retirement Specialists, LLC | 32,172 | $262.2K | 0.06% | −11,391−26.1% | Reduced |
| Geneos Wealth Management Inc. | 31,885 | $259.9K | 0.02% | 00.0% | Unchanged |
| Jane Street Group, LLC | 31,729 | $258.6K | 0.00% | +31,729 | New |
| Patriot Financial Group Insurance Agency, LLC | 31,367 | $255.6K | 0.06% | −57−0.2% | Reduced |
| Focus Financial Network, Inc. | 30,494 | $248.5K | 0.02% | +2,996+10.9% | Added |
| Newbridge Financial Services Group, Inc. | 30,465 | $248.3K | 0.14% | +4,385+16.8% | Added |
| Arete Wealth Advisors, LLC | 30,071 | $245.1K | 0.02% | 00.0% | Unchanged |
| Wedbush Securities Inc | 29,845 | $243.0K | 0.01% | +1,910+6.8% | Added |
| RMB Capital Management, LLC | 29,372 | $239.4K | 0.01% | 00.0% | Unchanged |
| Level Four Advisory Services, LLC | 27,493 | $224.1K | 0.02% | +27,493 | New |
| Aurora Private Wealth, Inc. | 27,018 | $220.0K | 0.25% | −8,554−24.0% | Reduced |
| Hutchens & Kramer Investment Management Group, LLC | 26,542 | $216.3K | 0.16% | −646−2.4% | Reduced |
| Sheaff Brock Investment Advisors, LLC | 26,194 | $213.5K | 0.02% | 00.0% | Unchanged |
| Claybrook Capital, LLC | 25,255 | $205.8K | 0.13% | 00.0% | Unchanged |
| Apollon Wealth Management, LLC | 25,196 | $205.3K | 0.01% | +2,115+9.2% | Added |
| Global Retirement Partners, LLC | 25,072 | $204.3K | 0.01% | +25,072 | New |