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 |
|---|---|---|---|---|---|
| IFP Advisors, Inc | 16,468 | $204.0K | 0.01% | −1,999−10.8% | Reduced |
| Cresset Asset Management, LLC | 24,305 | $198.1K | 0.00% | +24,305 | New |
| Fisher Asset Management, LLC | 24,231 | $197.0K | 0.00% | −314−1.3% | Reduced |
| Beacon Pointe Advisors, LLC | 24,149 | $196.8K | 0.00% | +9,735+67.5% | Added |
| Atria Wealth Solutions, Inc. | 24,119 | $196.6K | 0.00% | −3,160−11.6% | Reduced |
| Steel Peak Wealth Management LLC | 24,000 | $195.6K | 0.01% | +24,000 | New |
| Kovack Advisors, Inc. | 23,995 | $195.6K | 0.03% | +669+2.9% | Added |
| Quantbot Technologies LP | 23,894 | $194.7K | 0.01% | +23,894 | New |
| Arkadios Wealth Advisors | 23,694 | $193.1K | 0.03% | −4,319−15.4% | Reduced |
| Retirement Group, LLC | 23,494 | $191.0K | 0.09% | +7,504+46.9% | Added |
| CWM, LLC | 23,051 | $188.0K | 0.00% | −228−1.0% | Reduced |
| AlphaStar Capital Management, LLC | 22,072 | $179.9K | 0.02% | +11,192+102.9% | Added |
| Envestnet Asset Management Inc | 21,209 | $172.9K | 0.00% | −886−4.0% | Reduced |
| Cetera Investment Advisers | 21,183 | $172.6K | 0.00% | −5,427−20.4% | Reduced |
| Truadvice, LLC | 19,272 | $171.3K | 0.09% | 00.0% | Unchanged |
| Redwood Financial Network Corp | 20,874 | $170.1K | 0.19% | +409+2.0% | Added |
| Copperleaf Capital, LLC | 20,831 | $169.8K | 0.20% | +20,831 | New |
| BNP Paribas Arbitrage, SA | 19,867 | $161.9K | 0.00% | +12,567+172.2% | Added |
| Truist Financial Corp | 19,071 | $155.4K | 0.00% | −8,463−30.7% | Reduced |
| Founders Financial Securities LLC | 18,738 | $152.7K | 0.02% | −7,826−29.5% | Reduced |
| Creative Planning | 18,682 | $152.3K | 0.00% | −2,336−11.1% | Reduced |
| Allworth Financial LP | 18,568 | $151.3K | 0.00% | −225−1.2% | Reduced |
| Foundations Investment Advisors, LLC | 18,368 | $149.7K | 0.01% | −1,524−7.7% | Reduced |
| Empirical Asset Management, LLC | 29,662 | $146.9K | 0.15% | +12,132+69.2% | Added |
| International Assets Investment Management, LLC | 17,480 | $142.5K | 0.01% | +7,344+72.5% | Added |
| BKD Wealth Advisors, LLC | 17,333 | $141.3K | 0.00% | +17,333 | New |
| Northern Trust Corp | 17,308 | $141.1K | 0.00% | −2,244−11.5% | Reduced |
| Y-Intercept (Hong Kong) Ltd | 17,182 | $140.0K | 0.02% | −420−2.4% | Reduced |
| Boothbay Fund Management, LLC | 16,963 | $138.2K | 0.00% | +16,963 | New |
| Western Wealth Management, LLC | 16,713 | $136.2K | 0.01% | −22,187−57.0% | Reduced |
| Gradient Investments LLC | 16,655 | $135.7K | 0.00% | +4,025+31.9% | Added |
| Resources Investment Advisors, LLC. | 16,517 | $134.6K | 0.00% | −7,674−31.7% | Reduced |
| WealthPLAN Partners, LLC | 15,431 | $133.8K | 0.01% | +15,431 | New |
| WealthPlan Investment Management, LLC | 15,431 | $133.5K | 0.01% | 00.0% | Unchanged |
| Belpointe Asset Management LLC | 16,348 | $133.2K | 0.01% | −2,753−14.4% | Reduced |
| Greenwich Investment Management, Inc. | 16,333 | $133.0K | 0.11% | +16,333 | New |
| Capital Advisory Group Advisory Services, LLC | 16,300 | $132.8K | 0.09% | −1,000−5.8% | Reduced |
| Davenport & Co LLC | 15,722 | $128.0K | 0.00% | +3,323+26.8% | Added |
| Ameriprise Financial Inc | 15,515 | $126.0K | 0.00% | −3,242−17.3% | Reduced |
| Kestra Advisory Services, LLC | 14,988 | $122.2K | 0.00% | −4,888−24.6% | Reduced |
| First National Trust Co | 14,686 | $119.7K | 0.01% | 00.0% | Unchanged |
| Register Financial Advisors LLC | 14,629 | $119.2K | 0.08% | +14,629 | New |
| Eagle Global Advisors LLC | 14,625 | $119.2K | 0.01% | −37,675−72.0% | Reduced |
| Flagship Harbor Advisors, LLC | 14,620 | $119.2K | 0.01% | +72+0.5% | Added |
| Brinker Capital Investments, LLC | 14,409 | $117.4K | 0.00% | −6,732−31.8% | Reduced |
| Cetera Advisor Networks LLC | 14,365 | $117.1K | 0.00% | +718+5.3% | Added |
| Nicholas Hoffman & Company, LLC. | 14,354 | $117.0K | 0.01% | 00.0% | Unchanged |
| Cozad Asset Management Inc | 13,874 | $113.1K | 0.02% | +13,874 | New |
| Camelot Portfolios, LLC | 13,773 | $112.3K | 0.08% | −3,489−20.2% | Reduced |
| Larson Financial Group LLC | 13,404 | $109.2K | 0.01% | 00.0% | Unchanged |
| Brown Advisory Inc | 13,200 | $107.6K | 0.00% | 00.0% | Unchanged |
| Axiom Investment Management LLC | 12,900 | $105.1K | 0.27% | −7,100−35.5% | Reduced |
| RFG Advisory, LLC | 11,406 | $101.4K | 0.01% | −6,712−37.0% | Reduced |
| Victory Capital Management Inc | 12,396 | $101.0K | 0.00% | −60.0% | Reduced |
| Mission Wealth Management, LP | 12,285 | $100.1K | 0.00% | 00.0% | Unchanged |
| Capital Investment Advisory Services, LLC | 12,170 | $99.2K | 0.01% | +12,170 | New |
| Two Sigma Securities, LLC | 11,592 | $94.5K | 0.01% | +11,592 | New |
| Stephens Inc | 11,446 | $93.3K | 0.00% | +11,446 | New |
| Steward Partners Investment Advisory, LLC | 11,426 | $93.1K | 0.00% | −5,274−31.6% | Reduced |
| Creative Financial Designs Inc | 11,003 | $89.7K | 0.01% | 00.0% | Unchanged |
| Sigma Planning Corp | 10,998 | $89.6K | 0.00% | −1,260−10.3% | Reduced |
| IHT Wealth Management, LLC | 10,505 | $85.6K | 0.01% | +10,505 | New |
| Oak Harbor Wealth Partners, LLC | 10,313 | $84.1K | 0.03% | +40.0% | Added |
| Bouchey Financial Group Ltd | 10,276 | $83.7K | 0.01% | 00.0% | Unchanged |
| Hilltop Holdings Inc. | 10,145 | $82.7K | 0.01% | 00.0% | Unchanged |
| Bradley Foster & Sargent Inc | 10,000 | $81.5K | 0.00% | −1,000−9.1% | Reduced |
| Harbour Investments, Inc. | 9,217 | $75.1K | 0.00% | −1,189−11.4% | Reduced |
| Fortis Capital Advisors, LLC | 8,264 | $67.4K | 0.04% | +8,264 | New |
| Aquatic Capital Management LLC | 7,700 | $63.0K | 0.00% | +7,100+1,183.3% | Added |
| First Personal Financial Services | 7,136 | $58.2K | 0.02% | +192+2.8% | Added |
| Tower Research Capital LLC (TRC) | 6,025 | $49.0K | 0.00% | +2,968+97.1% | Added |
| Clear Street Markets LLC | 5,640 | $46.0K | 0.01% | +5,640 | New |
| EWG Elevate Inc. | 5,346 | $43.6K | 0.02% | +5,346 | New |
| Northwestern Mutual Wealth Management Co | 5,044 | $41.1K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 4,375 | $35.7K | 0.00% | +4,357+24,205.6% | Added |
| Stonebridge Capital Advisors LLC | 4,102 | $33.4K | 0.00% | −1,474−26.4% | Reduced |
| HWG Holdings LP | 4,090 | $33.0K | 0.02% | −3,000−42.3% | Reduced |
| Proequities, Inc. | 3,881 | $31.6K | 0.00% | −571−12.8% | Reduced |
| TCI Wealth Advisors, Inc. | 3,729 | $30.4K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 3,293 | $27.0K | 0.00% | +919+38.7% | Added |
| Signaturefd, LLC | 3,187 | $26.0K | 0.00% | −5,363−62.7% | Reduced |
| Private Trust Co NA | 2,913 | $24.0K | 0.00% | 00.0% | Unchanged |
| Tyler-Stone Wealth Management | 2,853 | $23.0K | 0.02% | −17,679−86.1% | Reduced |
| Accurate Wealth Management, LLC | 2,591 | $22.3K | 0.01% | +2,591 | New |
| Moisand Fitzgerald Tamayo, LLC | 2,713 | $22.1K | 0.01% | 00.0% | Unchanged |
| Cooperman Leon G | 2,643 | $21.5K | 0.00% | 00.0% | Unchanged |
| FMR LLC | 2,625 | $21.4K | 0.00% | +2,625 | New |
| Quadrant Capital Group LLC | 2,485 | $20.3K | 0.00% | +965+63.5% | Added |
| Householder Group Estate & Retirement Specialist, LLC | 2,253 | $18.0K | 0.03% | +60+2.7% | Added |
| Cullen/Frost Bankers, Inc. | 2,193 | $17.9K | 0.00% | 00.0% | Unchanged |
| Hollencrest Capital Management | 1,970 | $16.1K | 0.00% | +1,970 | New |
| Caldwell Sutter Capital, Inc. | 1,958 | $16.0K | 0.01% | +1,958 | New |
| Advisory Services Network, LLC | 1,904 | $15.5K | 0.00% | +1,904 | New |
| Paragon Wealth Strategies, LLC | 1,848 | $15.1K | 0.02% | +50+2.8% | Added |
| 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 |
| Assetmark, Inc | 1,652 | $13.5K | 0.00% | +1,652 | New |
| Umb Bank N A | 1,630 | $13.0K | 0.00% | 00.0% | Unchanged |
| Money Concepts Capital Corp | 1,468 | $12.0K | 0.00% | +1,468 | New |