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, Q1 2023
Institutional positions in Barings BDC, Inc. as of Mar 31, 2023. 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
- 217
- 0 vs. Q4 2022
- Shares held
- 53.3M
- −532.6K (−1.0%) vs. Q4 2022
- Total value
- $422.8M
- −$15.7M (−3.6%) vs. Q4 2022
- New holders
- 25
- 71 more added
- Sold out
- 25
- 68 more reduced
4 institutions that held it in Q4 2022 haven't filed for Q1 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2023
Shares, value and share of portfolio for each institution holding Barings BDC, Inc.; share changes are against Q4 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Barings LLC | 13,639,681 | $108.3M | 3.72% | 00.0% | Unchanged |
| Rivernorth Capital Management, LLC | 4,581,696 | $36.4M | 1.76% | −131,719−2.8% | Reduced |
| Ares Management LLC | 4,380,411 | $34.8M | 1.92% | −424,441−8.8% | Reduced |
| Private Management Group Inc | 2,359,055 | $18.7M | 0.84% | +1,128,566+91.7% | Added |
| Callodine Capital Management, LP | 2,249,433 | $17.9M | 5.27% | +39,478+1.8% | Added |
| UBS Group AG | 2,040,434 | $16.2M | 0.01% | −196,477−8.8% | Reduced |
| Wells Fargo & Company | 1,630,683 | $12.9M | 0.00% | +40,900+2.6% | Added |
| Punch & Associates Investment Management, Inc. | 1,575,442 | $12.5M | 0.81% | −1,128,261−41.7% | Reduced |
| Relative Value Partners Group, LLC | 1,469,934 | $11.7M | 0.80% | +7,746+0.5% | Added |
| Van Eck Associates Corp | 1,359,317 | $10.8M | 0.02% | +62,783+4.8% | Added |
| Cliffwater LLC | 1,266,423 | $10.1M | 3.22% | −444,135−26.0% | Reduced |
| Millennium Management LLC | 871,189 | $6.92M | 0.01% | +306,695+54.3% | Added |
| Price T Rowe Associates Inc | 794,178 | $6.31M | 0.00% | +794+0.1% | Added |
| Dimension Capital Management LLC | 752,332 | $5.97M | 1.37% | −31,221−4.0% | Reduced |
| Legal & General Group Plc | 739,135 | $5.87M | 0.00% | +4,257+0.6% | Added |
| Advisor Group Holdings, Inc. | 688,642 | $5.45M | 0.01% | +77,924+12.8% | Added |
| BlackRock Inc. | 625,454 | $4.97M | 0.00% | −265,538−29.8% | Reduced |
| Nicola Wealth Management Ltd. | 614,000 | $4.88M | 0.48% | 00.0% | Unchanged |
| Bulldog Investors, LLP | 498,792 | $3.96M | 1.27% | +178,505+55.7% | Added |
| Confluence Investment Management LLC | 482,288 | $3.83M | 0.06% | −58,144−10.8% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 465,585 | $3.70M | 0.01% | +21,321+4.8% | Added |
| Advisors Asset Management, Inc. | 441,747 | $3.51M | 0.07% | +14,740+3.5% | Added |
| Royce & Associates LP | 406,894 | $3.23M | 0.03% | 00.0% | Unchanged |
| Cambridge Investment Research Advisors, Inc. | 391,340 | $3.11M | 0.02% | −14,927−3.7% | Reduced |
| Clearbridge Investments, LLC | 382,372 | $3.04M | 0.00% | 00.0% | Unchanged |
| Two Sigma Advisers, LP | 366,900 | $2.91M | 0.01% | +52,800+16.8% | Added |
| Bank of America Corp | 362,446 | $2.88M | 0.00% | +127,599+54.3% | Added |
| Neuberger Berman Group LLC | 317,536 | $2.52M | 0.00% | +415+0.1% | Added |
| Morgan Stanley | 314,998 | $2.50M | 0.00% | −11,720−3.6% | Reduced |
| Two Sigma Investments, LP | 303,161 | $2.41M | 0.01% | +148,986+96.6% | Added |
| Sumitomo Mitsui Trust Holdings, Inc. | 255,487 | $2.03M | 0.00% | −15,900−5.9% | Reduced |
| Muzinich & Co., Inc. | 255,487 | $2.03M | 1.75% | −15,900−5.9% | Reduced |
| LPL Financial LLC | 245,194 | $1.95M | 0.00% | −61,032−19.9% | Reduced |
| Skandinaviska Enskilda Banken AB (publ) | 239,440 | $1.90M | 0.01% | 00.0% | Unchanged |
| Hennion & Walsh Asset Management, Inc. | 235,420 | $1.87M | 0.11% | +89,187+61.0% | Added |
| McKinley Capital Management LLC /Delaware | 174,642 | $1.39M | 0.18% | −1,850−1.0% | Reduced |
| GraniteShares Advisors LLC | 173,517 | $1.38M | 1.22% | +173,517 | New |
| Condor Capital Management | 173,331 | $1.38M | 0.17% | −12,478−6.7% | Reduced |
| Raymond James & Associates | 154,145 | $1.22M | 0.00% | −56,907−27.0% | Reduced |
| Credit Suisse AG | 154,000 | $1.22M | 0.00% | +154,000 | New |
| Putnam Investments LLC | 153,122 | $1.22M | 0.00% | +117,180+326.0% | Added |
| Privium Fund Management (UK) Ltd | 154,000 | $1.20M | 0.95% | +154,000 | New |
| AE Wealth Management LLC | 144,343 | $1.15M | 0.01% | −30,621−17.5% | Reduced |
| BI Asset Management Fondsmaeglerselskab A/S | 140,372 | $1.11M | 0.03% | +32,264+29.8% | Added |
| Riverbridge Partners LLC | 124,716 | $990.2K | 0.01% | +2,862+2.3% | Added |
| HighTower Advisors, LLC | 111,470 | $884.0K | 0.00% | −5,916−5.0% | Reduced |
| Citadel Advisors LLC | 110,646 | $878.5K | 0.00% | +43,708+65.3% | Added |
| Almitas Capital LLC | 103,332 | $820.5K | 0.39% | +103,332 | New |
| Captrust Financial Advisors | 98,341 | $780.8K | 0.00% | +1,182+1.2% | Added |
| Prime Capital Investment Advisors, LLC | 96,513 | $766.3K | 0.03% | −10,298−9.6% | Reduced |
| Cetera Advisors LLC | 95,203 | $755.9K | 0.01% | +21,611+29.4% | Added |
| Retirement Financial Solutions, LLC | 85,849 | $681.6K | 0.54% | −24,128−21.9% | Reduced |
| Emerald Mutual Fund Advisers Trust | 85,396 | $678.0K | 0.04% | +85,396 | New |
| Great West Life Assurance Co | 85,144 | $677.0K | 0.00% | −49,080−36.6% | Reduced |
| Mackenzie Financial Corp | 80,904 | $642.4K | 0.00% | +23,273+40.4% | Added |
| Advisory Research Inc | 79,074 | $627.8K | 0.10% | +1,212+1.6% | Added |
| Sunbelt Securities, Inc. | 75,452 | $590.0K | 0.09% | −11,321−13.0% | Reduced |
| Mariner, LLC | 71,545 | $568.0K | 0.00% | −4,484−5.9% | Reduced |
| StrategIQ Financial Group, LLC | 71,530 | $567.9K | 0.07% | +480+0.7% | Added |
| Bard Associates Inc | 69,272 | $550.0K | 0.23% | −2,000−2.8% | Reduced |
| New Vernon Capital Holdings II LLC | 69,171 | $549.2K | 0.40% | 00.0% | Unchanged |
| Koshinski Asset Management, Inc. | 67,885 | $539.0K | 0.05% | +5,274+8.4% | Added |
| Ausdal Financial Partners, Inc. | 63,323 | $502.8K | 0.07% | −1,149−1.8% | Reduced |
| PFG Advisors | 62,444 | $495.8K | 0.04% | −5,627−8.3% | Reduced |
| WNY Asset Management, LLC | 61,895 | $491.4K | 0.12% | +11,650+23.2% | Added |
| Dynamic Technology Lab Private Ltd | 59,584 | $473.0K | 0.04% | +59,584 | New |
| Creative Planning | 56,416 | $447.9K | 0.00% | +37,734+202.0% | Added |
| Commonwealth Equity Services, LLC | 52,835 | $419.0K | 0.00% | −19,526−27.0% | Reduced |
| ERTS Wealth Advisors, LLC | 50,442 | $400.5K | 0.10% | −1,270−2.5% | Reduced |
| Stifel Financial Corp | 50,042 | $397.3K | 0.00% | −3,027−5.7% | Reduced |
| Raleigh Capital Management Inc. | 49,596 | $393.8K | 0.19% | +405+0.8% | Added |
| Royal Bank of Canada | 47,965 | $380.0K | 0.00% | −7,783−14.0% | Reduced |
| Krilogy Financial LLC | 46,467 | $368.9K | 0.03% | +2,979+6.9% | Added |
| Castleview Partners, LLC | 45,606 | $362.1K | 0.32% | −96−0.2% | Reduced |
| Icon Advisers Inc | 45,000 | $357.3K | 0.09% | +45,000 | New |
| Virtus ETF Advisers LLC | 44,698 | $354.9K | 0.20% | +7,700+20.8% | Added |
| Copperleaf Capital, LLC | 44,660 | $354.6K | 0.35% | +23,829+114.4% | Added |
| MBM Wealth Consultants, LLC | 44,096 | $349.0K | 0.15% | 00.0% | Unchanged |
| Steel Peak Wealth Management LLC | 43,000 | $341.4K | 0.02% | +19,000+79.2% | Added |
| Retirement Group, LLC | 42,005 | $334.0K | 0.15% | +18,511+78.8% | Added |
| XTX Topco Ltd | 33,610 | $266.9K | 0.06% | −28,336−45.7% | Reduced |
| Change Path, LLC | 33,218 | $264.0K | 0.01% | +207+0.6% | Added |
| Pinkerton Retirement Specialists, LLC | 33,086 | $262.7K | 0.05% | +914+2.8% | Added |
| Focus Financial Network, Inc. | 31,683 | $251.6K | 0.02% | +1,189+3.9% | Added |
| Wedbush Securities Inc | 31,274 | $248.0K | 0.01% | +1,429+4.8% | Added |
| Geneos Wealth Management Inc. | 30,994 | $246.1K | 0.01% | −891−2.8% | Reduced |
| RMB Capital Management, LLC | 29,372 | $233.2K | 0.01% | 00.0% | Unchanged |
| Mirae Asset Global Investments Co., Ltd. | 28,411 | $225.6K | 0.00% | −12,307−30.2% | Reduced |
| Newbridge Financial Services Group, Inc. | 27,646 | $219.5K | 0.12% | −2,819−9.3% | Reduced |
| Patriot Financial Group Insurance Agency, LLC | 27,244 | $216.3K | 0.04% | −4,123−13.1% | Reduced |
| Aurora Private Wealth, Inc. | 27,213 | $216.0K | 0.23% | +195+0.7% | Added |
| Northern Trust Corp | 26,728 | $212.2K | 0.00% | +9,420+54.4% | Added |
| Fisher Asset Management, LLC | 26,695 | $212.0K | 0.00% | +2,464+10.2% | Added |
| Mercer Global Advisors Inc | 26,613 | $211.0K | 0.00% | −8,616−24.5% | Reduced |
| Sheaff Brock Investment Advisors, LLC | 26,201 | $208.0K | 0.02% | +70.0% | Added |
| SeaCrest Wealth Management, LLC | 25,816 | $205.0K | 0.03% | −6,883−21.0% | Reduced |
| Transcend Wealth Collective, LLC | 25,498 | $202.5K | 0.02% | −8,000−23.9% | Reduced |
| Claybrook Capital, LLC | 25,255 | $200.5K | 0.11% | 00.0% | Unchanged |
| Cresset Asset Management, LLC | 24,925 | $197.9K | 0.00% | +620+2.6% | Added |
| Kovack Advisors, Inc. | 24,035 | $190.8K | 0.03% | +40+0.2% | Added |