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 |
|---|---|---|---|---|---|
| Creative Planning | 18,682 | $152.3K | 0.00% | −2,336−11.1% | Reduced |
| Founders Financial Securities LLC | 18,738 | $152.7K | 0.02% | −7,826−29.5% | Reduced |
| Truist Financial Corp | 19,071 | $155.4K | 0.00% | −8,463−30.7% | Reduced |
| BNP Paribas Arbitrage, SA | 19,867 | $161.9K | 0.00% | +12,567+172.2% | Added |
| Copperleaf Capital, LLC | 20,831 | $169.8K | 0.20% | +20,831 | New |
| Redwood Financial Network Corp | 20,874 | $170.1K | 0.19% | +409+2.0% | Added |
| Truadvice, LLC | 19,272 | $171.3K | 0.09% | 00.0% | Unchanged |
| Cetera Investment Advisers | 21,183 | $172.6K | 0.00% | −5,427−20.4% | Reduced |
| Envestnet Asset Management Inc | 21,209 | $172.9K | 0.00% | −886−4.0% | Reduced |
| AlphaStar Capital Management, LLC | 22,072 | $179.9K | 0.02% | +11,192+102.9% | Added |
| CWM, LLC | 23,051 | $188.0K | 0.00% | −228−1.0% | Reduced |
| Retirement Group, LLC | 23,494 | $191.0K | 0.09% | +7,504+46.9% | Added |
| Arkadios Wealth Advisors | 23,694 | $193.1K | 0.03% | −4,319−15.4% | Reduced |
| Quantbot Technologies LP | 23,894 | $194.7K | 0.01% | +23,894 | New |
| Kovack Advisors, Inc. | 23,995 | $195.6K | 0.03% | +669+2.9% | Added |
| Steel Peak Wealth Management LLC | 24,000 | $195.6K | 0.01% | +24,000 | New |
| Atria Wealth Solutions, Inc. | 24,119 | $196.6K | 0.00% | −3,160−11.6% | Reduced |
| Beacon Pointe Advisors, LLC | 24,149 | $196.8K | 0.00% | +9,735+67.5% | Added |
| Fisher Asset Management, LLC | 24,231 | $197.0K | 0.00% | −314−1.3% | Reduced |
| Cresset Asset Management, LLC | 24,305 | $198.1K | 0.00% | +24,305 | New |
| IFP Advisors, Inc | 16,468 | $204.0K | 0.01% | −1,999−10.8% | Reduced |
| Global Retirement Partners, LLC | 25,072 | $204.3K | 0.01% | +25,072 | New |
| Apollon Wealth Management, LLC | 25,196 | $205.3K | 0.01% | +2,115+9.2% | Added |
| Claybrook Capital, LLC | 25,255 | $205.8K | 0.13% | 00.0% | Unchanged |
| Sheaff Brock Investment Advisors, LLC | 26,194 | $213.5K | 0.02% | 00.0% | Unchanged |
| Hutchens & Kramer Investment Management Group, LLC | 26,542 | $216.3K | 0.16% | −646−2.4% | Reduced |
| Aurora Private Wealth, Inc. | 27,018 | $220.0K | 0.25% | −8,554−24.0% | Reduced |
| Level Four Advisory Services, LLC | 27,493 | $224.1K | 0.02% | +27,493 | New |
| RMB Capital Management, LLC | 29,372 | $239.4K | 0.01% | 00.0% | Unchanged |
| Wedbush Securities Inc | 29,845 | $243.0K | 0.01% | +1,910+6.8% | Added |
| Arete Wealth Advisors, LLC | 30,071 | $245.1K | 0.02% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 30,465 | $248.3K | 0.14% | +4,385+16.8% | Added |
| Focus Financial Network, Inc. | 30,494 | $248.5K | 0.02% | +2,996+10.9% | Added |
| Patriot Financial Group Insurance Agency, LLC | 31,367 | $255.6K | 0.06% | −57−0.2% | Reduced |
| Jane Street Group, LLC | 31,729 | $258.6K | 0.00% | +31,729 | New |
| Geneos Wealth Management Inc. | 31,885 | $259.9K | 0.02% | 00.0% | Unchanged |
| Pinkerton Retirement Specialists, LLC | 32,172 | $262.2K | 0.06% | −11,391−26.1% | Reduced |
| SeaCrest Wealth Management, LLC | 32,699 | $266.5K | 0.04% | −1,407−4.1% | Reduced |
| Change Path, LLC | 33,011 | $269.0K | 0.01% | −1,125−3.3% | Reduced |
| Transcend Wealth Collective, LLC | 33,498 | $273.0K | 0.03% | −500−1.5% | Reduced |
| Panoramic Investment Advisors, LLC | 34,388 | $280.3K | 0.29% | +34,388 | New |
| Mercer Global Advisors Inc | 35,229 | $287.0K | 0.00% | +7,244+25.9% | Added |
| Qube Research & Technologies Ltd | 35,653 | $290.6K | 0.00% | −587−1.6% | Reduced |
| Putnam Investments LLC | 35,942 | $292.9K | 0.00% | −1,343−3.6% | Reduced |
| Virtus ETF Advisers LLC | 36,998 | $301.5K | 0.16% | −230−0.6% | Reduced |
| JPMorgan Chase & Co | 37,400 | $305.0K | 0.00% | +13,900+59.1% | Added |
| Mirae Asset Global Investments Co., Ltd. | 40,718 | $331.9K | 0.00% | −8,447−17.2% | Reduced |
| Krilogy Financial LLC | 43,488 | $354.4K | 0.03% | −18,652−30.0% | Reduced |
| MBM Wealth Consultants, LLC | 44,096 | $362.0K | 0.17% | +6,777+18.2% | Added |
| Castleview Partners, LLC | 45,702 | $372.5K | 0.36% | −1,634−3.5% | Reduced |
| Raleigh Capital Management Inc. | 49,191 | $400.9K | 0.21% | +334+0.7% | Added |
| WNY Asset Management, LLC | 50,245 | $409.5K | 0.11% | +6,045+13.7% | Added |
| ERTS Wealth Advisors, LLC | 51,712 | $421.5K | 0.11% | 00.0% | Unchanged |
| Stifel Financial Corp | 53,069 | $432.5K | 0.00% | −14,150−21.1% | Reduced |
| Royal Bank of Canada | 55,748 | $455.0K | 0.00% | +2,626+4.9% | Added |
| Mackenzie Financial Corp | 57,631 | $469.7K | 0.00% | −929−1.6% | Reduced |
| XTX Topco Ltd | 61,946 | $504.9K | 0.11% | +61,946 | New |
| Koshinski Asset Management, Inc. | 62,611 | $510.3K | 0.05% | +5,755+10.1% | Added |
| Ausdal Financial Partners, Inc. | 64,472 | $525.4K | 0.08% | −8,988−12.2% | Reduced |
| Citadel Advisors LLC | 66,938 | $545.5K | 0.00% | −111,644−62.5% | Reduced |
| PFG Advisors | 68,071 | $554.8K | 0.05% | −13,160−16.2% | Reduced |
| New Vernon Capital Holdings II LLC | 69,171 | $563.7K | 0.45% | −17,372−20.1% | Reduced |
| StrategIQ Financial Group, LLC | 71,050 | $579.1K | 0.07% | +700+1.0% | Added |
| Bard Associates Inc | 71,272 | $580.9K | 0.25% | −325−0.5% | Reduced |
| Commonwealth Equity Services, LLC | 72,361 | $589.0K | 0.00% | −26,506−26.8% | Reduced |
| Cetera Advisors LLC | 73,592 | $599.8K | 0.01% | +4,293+6.2% | Added |
| Mariner, LLC | 76,029 | $620.0K | 0.00% | +76,029 | New |
| Advisory Research Inc | 77,862 | $634.6K | 0.06% | −5,728−6.9% | Reduced |
| Jump Financial, LLC | 83,690 | $682.1K | 0.04% | +83,690 | New |
| Kennedy Capital Management, Inc. | 84,363 | $687.6K | 0.02% | −130.0% | Reduced |
| MQS Management LLC | 85,277 | $695.0K | 0.47% | +53,870+171.5% | Added |
| Sunbelt Securities, Inc. | 86,773 | $707.2K | 0.14% | −3,891−4.3% | Reduced |
| Kula Investments, LLC | 90,475 | $737.4K | 0.26% | +90,475 | New |
| Captrust Financial Advisors | 97,159 | $791.8K | 0.00% | +18,968+24.3% | Added |
| Prime Capital Investment Advisors, LLC | 106,811 | $870.5K | 0.03% | +2,387+2.3% | Added |
| BI Asset Management Fondsmaeglerselskab A/S | 108,108 | $881.0K | 0.02% | +108,108 | New |
| Retirement Financial Solutions, LLC | 109,977 | $896.3K | 0.76% | +109,977 | New |
| HighTower Advisors, LLC | 117,386 | $956.0K | 0.00% | +860+0.7% | Added |
| Riverbridge Partners LLC | 121,854 | $993.0K | 0.01% | +5,444+4.7% | Added |
| Great West Life Assurance Co | 134,224 | $1.10M | 0.00% | +2,385+1.8% | Added |
| Cubist Systematic Strategies, LLC | 139,499 | $1.14M | 0.01% | +66,390+90.8% | Added |
| Hennion & Walsh Asset Management, Inc. | 146,233 | $1.19M | 0.07% | +35,751+32.4% | Added |
| Two Sigma Investments, LP | 154,175 | $1.26M | 0.00% | −20,110−11.5% | Reduced |
| AE Wealth Management LLC | 174,964 | $1.43M | 0.01% | −18,173−9.4% | Reduced |
| McKinley Capital Management LLC /Delaware | 176,492 | $1.44M | 0.19% | −10,462−5.6% | Reduced |
| Condor Capital Management | 185,809 | $1.51M | 0.19% | +21,873+13.3% | Added |
| Raymond James & Associates | 211,052 | $1.72M | 0.00% | −59,854−22.1% | Reduced |
| Bank of America Corp | 234,847 | $1.91M | 0.00% | +21,896+10.3% | Added |
| Skandinaviska Enskilda Banken AB (publ) | 239,440 | $1.95M | 0.01% | 00.0% | Unchanged |
| 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 |
| Concorde Asset Management, LLC | 296,546 | $2.42M | 2.15% | +146,835+98.1% | Added |
| LPL Financial LLC | 306,226 | $2.50M | 0.00% | +22,124+7.8% | Added |
| Two Sigma Advisers, LP | 314,100 | $2.56M | 0.01% | −60,700−16.2% | Reduced |
| Neuberger Berman Group LLC | 317,121 | $2.58M | 0.00% | −60,043−15.9% | Reduced |
| Bulldog Investors, LLP | 320,287 | $2.61M | 0.79% | +52,299+19.5% | Added |
| Morgan Stanley | 326,718 | $2.66M | 0.00% | −67,833−17.2% | Reduced |
| Clearbridge Investments, LLC | 382,372 | $3.12M | 0.00% | −222,450−36.8% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 406,267 | $3.31M | 0.02% | −34,548−7.8% | Reduced |
| Royce & Associates LP | 406,894 | $3.32M | 0.03% | 00.0% | Unchanged |