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 |
|---|---|---|---|---|---|
| Advisors Asset Management, Inc. | 427,007 | $3.48M | 0.07% | −24,307−5.4% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 444,264 | $3.62M | 0.01% | +96,733+27.8% | Added |
| Confluence Investment Management LLC | 540,432 | $4.40M | 0.07% | −2,559−0.5% | Reduced |
| Millennium Management LLC | 564,494 | $4.60M | 0.01% | +108,080+23.7% | Added |
| Advisor Group Holdings, Inc. | 610,718 | $4.98M | 0.01% | −18,309−2.9% | Reduced |
| Nicola Wealth Management Ltd. | 614,000 | $5.00M | 0.51% | 00.0% | Unchanged |
| Legal & General Group Plc | 734,878 | $5.99M | 0.00% | +27,115+3.8% | Added |
| Dimension Capital Management LLC | 783,553 | $6.39M | 1.49% | 00.0% | Unchanged |
| Price T Rowe Associates Inc | 793,384 | $6.47M | 0.00% | 00.0% | Unchanged |
| BlackRock Inc. | 890,992 | $7.26M | 0.00% | −4,643−0.5% | Reduced |
| Private Management Group Inc | 1,230,489 | $10.0M | 0.45% | +105,850+9.4% | Added |
| Van Eck Associates Corp | 1,296,534 | $10.6M | 0.03% | +31,330+2.5% | Added |
| Relative Value Partners Group, LLC | 1,462,188 | $11.9M | 0.84% | +55,918+4.0% | Added |
| Wells Fargo & Company | 1,589,783 | $13.0M | 0.00% | +87,637+5.8% | Added |
| Cliffwater LLC | 1,710,558 | $13.9M | 3.93% | +101,750+6.3% | Added |
| Callodine Capital Management, LP | 2,209,955 | $18.0M | 5.44% | −165,045−6.9% | Reduced |
| UBS Group AG | 2,236,911 | $18.2M | 0.01% | +22,079+1.0% | Added |
| Punch & Associates Investment Management, Inc. | 2,703,703 | $22.0M | 1.43% | −99,306−3.5% | Reduced |
| Rivernorth Capital Management, LLC | 4,713,415 | $38.4M | 1.73% | +134,106+2.9% | Added |
| Ares Management LLC | 4,804,852 | $39.2M | 1.93% | 00.0% | Unchanged |
| Barings LLC | 13,639,681 | $111.2M | 3.94% | 00.0% | Unchanged |
| Zeke Capital Advisors, LLC | 0 | $0 | 0.00% | −303,753−100.0% | Sold out |
| Goldman Sachs Group Inc | 0 | $0 | 0.00% | −122,638−100.0% | Sold out |
| GraniteShares Advisors LLC | 0 | $0 | 0.00% | −71,105−100.0% | Sold out |
| Invesco Ltd. | 0 | $0 | 0.00% | −43,246−100.0% | Sold out |
| ExodusPoint Capital Management, LP | 0 | $0 | 0.00% | −23,291−100.0% | Sold out |
| Virtus Investment Advisers, Inc. | 0 | $0 | 0.00% | −23,017−100.0% | Sold out |
| Foresight Wealth Management, LLC | 0 | $0 | 0.00% | −20,531−100.0% | Sold out |
| Lincoln National Corp | 0 | $0 | 0.00% | −18,834−100.0% | Sold out |
| WCG Wealth Advisors LLC | 0 | $0 | 0.00% | −15,683−100.0% | Sold out |
| Brookstone Capital Management | 0 | $0 | 0.00% | −15,883−100.0% | Sold out |
| Ade, LLC | 0 | $0 | 0.00% | −14,984−100.0% | Sold out |
| Integrated Advisors Network LLC | 0 | $0 | 0.00% | −14,004−100.0% | Sold out |
| Centaurus Financial, Inc. | 0 | $0 | 0.00% | −13,882−100.0% | Sold out |
| Kelly Financial Services LLC | 0 | $0 | 0.00% | −5,869−100.0% | Sold out |
| Carolina Wealth Advisors, LLC | 0 | $0 | 0.00% | −3,148−100.0% | Sold out |
| Salem Investment Counselors Inc | 0 | $0 | 0.00% | −1,200−100.0% | Sold out |
| Beacon Capital Management, LLC | 0 | $0 | 0.00% | −1,102−100.0% | Sold out |
| RE Dickinson Investment Advisors, LLC | 0 | $0 | 0.00% | −257−100.0% | Sold out |
| Massmutual Trust Co FSB | 0 | $0 | 0.00% | −150−100.0% | Sold out |
| Strategic Wealth Advisors Group, LLC | – | – | – | – | Not filed |
| Cornerstone Wealth Management, LLC | – | – | – | – | Not filed |
| American Portfolios Advisors | – | – | – | – | Not filed |
| Wipfli Financial Advisors LLC, | – | – | – | – | Not filed |