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 |
|---|---|---|---|---|---|
| GWM Advisors LLC | 2,743 | $22 | 0.00% | +2,743 | New |
| Focused Wealth Management, Inc | 7 | $57 | 0.00% | 00.0% | Unchanged |
| Deutsche Bank AG | 19 | $155 | 0.00% | +19 | New |
| Huntington National Bank | 126 | $1.03K | 0.00% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 200 | $1.63K | 0.00% | 00.0% | Unchanged |
| US Bancorp | 221 | $1.80K | 0.00% | −222−50.1% | Reduced |
| U.S. Capital Wealth Advisors, LLC | 332 | $2.71K | 0.00% | +332 | New |
| Ancora Advisors, LLC | 500 | $4.00K | 0.00% | 00.0% | Unchanged |
| Earnest Partners LLC | 500 | $4.08K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 547 | $5.00K | 0.00% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 635 | $5.17K | 0.00% | 00.0% | Unchanged |
| Citigroup Inc | 705 | $5.75K | 0.00% | 00.0% | Unchanged |
| Founders Capital Management | 979 | $8.00K | 0.01% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 988 | $8.05K | 0.00% | +988 | New |
| National Bank of Canada | 1,000 | $8.15K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 1,072 | $8.74K | 0.00% | −78−6.8% | Reduced |
| Nomura Asset Management Co Ltd | 1,083 | $8.83K | 0.00% | −541−33.3% | Reduced |
| Citizens National Bank Trust Department | 1,139 | $9.00K | 0.00% | 00.0% | Unchanged |
| Accel Wealth Management | 1,169 | $9.53K | 0.00% | 00.0% | Unchanged |
| WFA of San Diego, LLC | 1,400 | $11.4K | 0.01% | +1,400 | New |
| Affiance Financial, LLC | 1,448 | $11.8K | 0.00% | +1,448 | New |
| Money Concepts Capital Corp | 1,468 | $12.0K | 0.00% | +1,468 | New |
| Umb Bank N A | 1,630 | $13.0K | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 1,652 | $13.5K | 0.00% | +1,652 | New |
| TSFG, LLC | 1,686 | $14.0K | 0.01% | −1,081−39.1% | Reduced |
| KB Financial Partners, LLC | 1,760 | $14.0K | 0.00% | 00.0% | Unchanged |
| Pinnacle Bancorp, Inc. | 1,665 | $14.0K | 0.01% | 00.0% | Unchanged |
| Paragon Wealth Strategies, LLC | 1,848 | $15.1K | 0.02% | +50+2.8% | Added |
| Advisory Services Network, LLC | 1,904 | $15.5K | 0.00% | +1,904 | New |
| Caldwell Sutter Capital, Inc. | 1,958 | $16.0K | 0.01% | +1,958 | New |
| Hollencrest Capital Management | 1,970 | $16.1K | 0.00% | +1,970 | New |
| Cullen/Frost Bankers, Inc. | 2,193 | $17.9K | 0.00% | 00.0% | Unchanged |
| Householder Group Estate & Retirement Specialist, LLC | 2,253 | $18.0K | 0.03% | +60+2.7% | Added |
| Quadrant Capital Group LLC | 2,485 | $20.3K | 0.00% | +965+63.5% | Added |
| FMR LLC | 2,625 | $21.4K | 0.00% | +2,625 | New |
| Cooperman Leon G | 2,643 | $21.5K | 0.00% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 2,713 | $22.1K | 0.01% | 00.0% | Unchanged |
| Accurate Wealth Management, LLC | 2,591 | $22.3K | 0.01% | +2,591 | New |
| Tyler-Stone Wealth Management | 2,853 | $23.0K | 0.02% | −17,679−86.1% | Reduced |
| Private Trust Co NA | 2,913 | $24.0K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 3,187 | $26.0K | 0.00% | −5,363−62.7% | Reduced |
| Spire Wealth Management | 3,293 | $27.0K | 0.00% | +919+38.7% | Added |
| TCI Wealth Advisors, Inc. | 3,729 | $30.4K | 0.00% | 00.0% | Unchanged |
| Proequities, Inc. | 3,881 | $31.6K | 0.00% | −571−12.8% | Reduced |
| HWG Holdings LP | 4,090 | $33.0K | 0.02% | −3,000−42.3% | Reduced |
| Stonebridge Capital Advisors LLC | 4,102 | $33.4K | 0.00% | −1,474−26.4% | Reduced |
| Parallel Advisors, LLC | 4,375 | $35.7K | 0.00% | +4,357+24,205.6% | Added |
| Northwestern Mutual Wealth Management Co | 5,044 | $41.1K | 0.00% | 00.0% | Unchanged |
| EWG Elevate Inc. | 5,346 | $43.6K | 0.02% | +5,346 | New |
| Clear Street Markets LLC | 5,640 | $46.0K | 0.01% | +5,640 | New |
| Tower Research Capital LLC (TRC) | 6,025 | $49.0K | 0.00% | +2,968+97.1% | Added |
| First Personal Financial Services | 7,136 | $58.2K | 0.02% | +192+2.8% | Added |
| Aquatic Capital Management LLC | 7,700 | $63.0K | 0.00% | +7,100+1,183.3% | Added |
| Fortis Capital Advisors, LLC | 8,264 | $67.4K | 0.04% | +8,264 | New |
| Harbour Investments, Inc. | 9,217 | $75.1K | 0.00% | −1,189−11.4% | Reduced |
| Bradley Foster & Sargent Inc | 10,000 | $81.5K | 0.00% | −1,000−9.1% | Reduced |
| Hilltop Holdings Inc. | 10,145 | $82.7K | 0.01% | 00.0% | Unchanged |
| Bouchey Financial Group Ltd | 10,276 | $83.7K | 0.01% | 00.0% | Unchanged |
| Oak Harbor Wealth Partners, LLC | 10,313 | $84.1K | 0.03% | +40.0% | Added |
| IHT Wealth Management, LLC | 10,505 | $85.6K | 0.01% | +10,505 | New |
| Sigma Planning Corp | 10,998 | $89.6K | 0.00% | −1,260−10.3% | Reduced |
| Creative Financial Designs Inc | 11,003 | $89.7K | 0.01% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 11,426 | $93.1K | 0.00% | −5,274−31.6% | Reduced |
| Stephens Inc | 11,446 | $93.3K | 0.00% | +11,446 | New |
| Two Sigma Securities, LLC | 11,592 | $94.5K | 0.01% | +11,592 | New |
| Capital Investment Advisory Services, LLC | 12,170 | $99.2K | 0.01% | +12,170 | New |
| Mission Wealth Management, LP | 12,285 | $100.1K | 0.00% | 00.0% | Unchanged |
| Victory Capital Management Inc | 12,396 | $101.0K | 0.00% | −60.0% | Reduced |
| RFG Advisory, LLC | 11,406 | $101.4K | 0.01% | −6,712−37.0% | Reduced |
| Axiom Investment Management LLC | 12,900 | $105.1K | 0.27% | −7,100−35.5% | Reduced |
| Brown Advisory Inc | 13,200 | $107.6K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 13,404 | $109.2K | 0.01% | 00.0% | Unchanged |
| Camelot Portfolios, LLC | 13,773 | $112.3K | 0.08% | −3,489−20.2% | Reduced |
| Cozad Asset Management Inc | 13,874 | $113.1K | 0.02% | +13,874 | New |
| Nicholas Hoffman & Company, LLC. | 14,354 | $117.0K | 0.01% | 00.0% | Unchanged |
| Cetera Advisor Networks LLC | 14,365 | $117.1K | 0.00% | +718+5.3% | Added |
| Brinker Capital Investments, LLC | 14,409 | $117.4K | 0.00% | −6,732−31.8% | Reduced |
| Flagship Harbor Advisors, LLC | 14,620 | $119.2K | 0.01% | +72+0.5% | Added |
| Eagle Global Advisors LLC | 14,625 | $119.2K | 0.01% | −37,675−72.0% | Reduced |
| Register Financial Advisors LLC | 14,629 | $119.2K | 0.08% | +14,629 | New |
| First National Trust Co | 14,686 | $119.7K | 0.01% | 00.0% | Unchanged |
| Kestra Advisory Services, LLC | 14,988 | $122.2K | 0.00% | −4,888−24.6% | Reduced |
| Ameriprise Financial Inc | 15,515 | $126.0K | 0.00% | −3,242−17.3% | Reduced |
| Davenport & Co LLC | 15,722 | $128.0K | 0.00% | +3,323+26.8% | Added |
| Capital Advisory Group Advisory Services, LLC | 16,300 | $132.8K | 0.09% | −1,000−5.8% | Reduced |
| Greenwich Investment Management, Inc. | 16,333 | $133.0K | 0.11% | +16,333 | New |
| Belpointe Asset Management LLC | 16,348 | $133.2K | 0.01% | −2,753−14.4% | Reduced |
| WealthPlan Investment Management, LLC | 15,431 | $133.5K | 0.01% | 00.0% | Unchanged |
| WealthPLAN Partners, LLC | 15,431 | $133.8K | 0.01% | +15,431 | New |
| Resources Investment Advisors, LLC. | 16,517 | $134.6K | 0.00% | −7,674−31.7% | Reduced |
| Gradient Investments LLC | 16,655 | $135.7K | 0.00% | +4,025+31.9% | Added |
| Western Wealth Management, LLC | 16,713 | $136.2K | 0.01% | −22,187−57.0% | Reduced |
| Boothbay Fund Management, LLC | 16,963 | $138.2K | 0.00% | +16,963 | New |
| Y-Intercept (Hong Kong) Ltd | 17,182 | $140.0K | 0.02% | −420−2.4% | Reduced |
| Northern Trust Corp | 17,308 | $141.1K | 0.00% | −2,244−11.5% | Reduced |
| BKD Wealth Advisors, LLC | 17,333 | $141.3K | 0.00% | +17,333 | New |
| International Assets Investment Management, LLC | 17,480 | $142.5K | 0.01% | +7,344+72.5% | Added |
| Empirical Asset Management, LLC | 29,662 | $146.9K | 0.15% | +12,132+69.2% | Added |
| Foundations Investment Advisors, LLC | 18,368 | $149.7K | 0.01% | −1,524−7.7% | Reduced |
| Allworth Financial LP | 18,568 | $151.3K | 0.00% | −225−1.2% | Reduced |