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 |
|---|---|---|---|---|---|
| FMR LLC | 4 | $32 | 0.00% | −2,621−99.8% | Reduced |
| Focused Wealth Management, Inc | 7 | $56 | 0.00% | 00.0% | Unchanged |
| Sofos Investments, Inc. | 14,890 | $118 | 0.01% | +14,890 | New |
| Huntington National Bank | 126 | $1.00K | 0.00% | 00.0% | Unchanged |
| Earnest Partners LLC | 500 | $3.97K | 0.00% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 500 | $3.97K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 547 | $4.00K | 0.00% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 540 | $4.29K | 0.00% | +340+170.0% | Added |
| IFP Advisors, Inc | 400 | $4.94K | 0.00% | −16,068−97.6% | Reduced |
| FinTrust Capital Advisors, LLC | 635 | $5.18K | 0.00% | 00.0% | Unchanged |
| Ahrens Investment Partners LLC | 700 | $5.56K | 0.00% | +700 | New |
| Citigroup Inc | 705 | $5.60K | 0.00% | 00.0% | Unchanged |
| HWG Holdings LP | 778 | $6.18K | 0.00% | −3,312−81.0% | Reduced |
| National Bank of Canada | 1,000 | $7.94K | 0.00% | 00.0% | Unchanged |
| Founders Capital Management | 979 | $8.00K | 0.01% | 00.0% | Unchanged |
| Nomura Asset Management Co Ltd | 1,083 | $8.60K | 0.00% | 00.0% | Unchanged |
| Citizens National Bank Trust Department | 1,139 | $9.04K | 0.00% | 00.0% | Unchanged |
| Accel Wealth Management | 1,169 | $9.28K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 1,287 | $10.2K | 0.00% | +215+20.1% | Added |
| Umb Bank N A | 1,630 | $12.9K | 0.00% | 00.0% | Unchanged |
| TSFG, LLC | 1,686 | $13.0K | 0.00% | 00.0% | Unchanged |
| US Bancorp | 1,639 | $13.0K | 0.00% | +1,418+641.6% | Added |
| Assetmark, Inc | 1,652 | $13.1K | 0.00% | 00.0% | Unchanged |
| Pinnacle Bancorp, Inc. | 1,665 | $13.2K | 0.00% | 00.0% | Unchanged |
| KB Financial Partners, LLC | 1,760 | $14.0K | 0.00% | 00.0% | Unchanged |
| Caldwell Sutter Capital, Inc. | 1,958 | $15.5K | 0.01% | 00.0% | Unchanged |
| Hollencrest Capital Management | 2,035 | $16.2K | 0.00% | +65+3.3% | Added |
| Cullen/Frost Bankers, Inc. | 2,193 | $17.4K | 0.00% | 00.0% | Unchanged |
| Cape Investment Advisory, Inc. | 2,229 | $17.7K | 0.01% | +2,229 | New |
| Householder Group Estate & Retirement Specialist, LLC | 2,327 | $18.0K | 0.01% | +74+3.3% | Added |
| Cooperman Leon G | 2,643 | $21.0K | 0.00% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 2,713 | $21.5K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 2,913 | $23.1K | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 3,193 | $25.4K | 0.00% | +450+16.4% | Added |
| Parallel Advisors, LLC | 3,428 | $27.2K | 0.00% | −947−21.6% | Reduced |
| TCI Wealth Advisors, Inc. | 3,729 | $29.6K | 0.00% | 00.0% | Unchanged |
| Proequities, Inc. | 3,881 | $30.8K | 0.00% | 00.0% | Unchanged |
| Stonebridge Capital Advisors LLC | 4,102 | $32.6K | 0.00% | 00.0% | Unchanged |
| Advisory Services Network, LLC | 4,586 | $36.4K | 0.00% | +2,682+140.9% | Added |
| Northwestern Mutual Wealth Management Co | 5,044 | $40.0K | 0.00% | 00.0% | Unchanged |
| Simplex Trading, LLC | 5,622 | $44.0K | 0.00% | +5,622 | New |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 6,732 | $53.5K | 0.00% | +6,732 | New |
| Signaturefd, LLC | 6,978 | $55.4K | 0.00% | +3,791+119.0% | Added |
| Ameritas Advisory Services, LLC | 7,315 | $55.4K | 0.00% | +7,315 | New |
| First Personal Financial Services | 7,370 | $58.5K | 0.02% | +234+3.3% | Added |
| Harbour Investments, Inc. | 8,126 | $64.5K | 0.00% | −1,091−11.8% | Reduced |
| Fortis Capital Advisors, LLC | 8,264 | $65.6K | 0.04% | 00.0% | Unchanged |
| Larson Financial Group LLC | 9,756 | $77.5K | 0.01% | −3,648−27.2% | Reduced |
| Bradley Foster & Sargent Inc | 10,000 | $79.4K | 0.00% | 00.0% | Unchanged |
| Money Concepts Capital Corp | 10,000 | $79.4K | 0.00% | +8,532+581.2% | Added |
| Soltis Investment Advisors LLC | 10,057 | $79.8K | 0.01% | +10,057 | New |
| International Assets Investment Management, LLC | 10,136 | $80.5K | 0.01% | −7,344−42.0% | Reduced |
| Hilltop Holdings Inc. | 10,145 | $80.6K | 0.01% | 00.0% | Unchanged |
| Bouchey Financial Group Ltd | 10,276 | $81.0K | 0.01% | 00.0% | Unchanged |
| Spire Wealth Management | 10,255 | $81.4K | 0.00% | +6,962+211.4% | Added |
| Pathstone Family Office, LLC | 10,282 | $81.6K | 0.00% | +10,282 | New |
| Oak Harbor Wealth Partners, LLC | 10,318 | $81.9K | 0.03% | +50.0% | Added |
| Quadrant Capital Group LLC | 10,431 | $82.8K | 0.01% | +7,946+319.8% | Added |
| Cornerstone Wealth Management, LLC | 10,491 | $83.3K | 0.01% | +10,491 | New |
| Sigma Planning Corp | 10,593 | $84.1K | 0.00% | −405−3.7% | Reduced |
| Sowell Financial Services LLC | 10,705 | $85.0K | 0.01% | +10,705 | New |
| Brookstone Capital Management | 11,057 | $85.8K | 0.00% | +11,057 | New |
| Creative Financial Designs Inc | 11,003 | $87.4K | 0.01% | 00.0% | Unchanged |
| Goldman Sachs Group Inc | 11,202 | $88.9K | 0.00% | +11,202 | New |
| Gradient Investments LLC | 11,381 | $90.4K | 0.00% | −5,274−31.7% | Reduced |
| RFG Advisory, LLC | 11,406 | $90.6K | 0.00% | 00.0% | Unchanged |
| ExodusPoint Capital Management, LP | 11,790 | $94.0K | 0.00% | +11,790 | New |
| Capital Investment Advisory Services, LLC | 12,170 | $96.6K | 0.01% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 12,368 | $98.2K | 0.00% | +942+8.2% | Added |
| Cetera Advisor Networks LLC | 12,608 | $100.1K | 0.00% | −1,757−12.2% | Reduced |
| Beaumont Financial Advisors, LLC | 12,800 | $101.6K | 0.01% | +12,800 | New |
| Virtu Financial LLC | 12,793 | $102.0K | 0.01% | +12,793 | New |
| Atria Wealth Solutions, Inc. | 12,945 | $102.8K | 0.00% | −11,174−46.3% | Reduced |
| Brown Advisory Inc | 13,200 | $104.8K | 0.00% | 00.0% | Unchanged |
| Stephens Inc | 13,446 | $106.8K | 0.00% | +2,000+17.5% | Added |
| JPMorgan Chase & Co | 13,531 | $107.0K | 0.00% | −23,869−63.8% | Reduced |
| Guggenheim Capital LLC | 13,720 | $108.9K | 0.00% | +13,720 | New |
| Camelot Portfolios, LLC | 13,773 | $109.4K | 0.08% | 00.0% | Unchanged |
| Jane Street Group, LLC | 13,871 | $110.1K | 0.00% | −17,858−56.3% | Reduced |
| Cozad Asset Management Inc | 13,874 | $110.2K | 0.01% | 00.0% | Unchanged |
| Davenport & Co LLC | 13,879 | $110.2K | 0.00% | −1,843−11.7% | Reduced |
| Qube Research & Technologies Ltd | 14,139 | $112.3K | 0.00% | −21,514−60.3% | Reduced |
| Mission Wealth Management, LP | 14,285 | $113.4K | 0.00% | +2,000+16.3% | Added |
| Nicholas Hoffman & Company, LLC. | 14,354 | $114.0K | 0.01% | 00.0% | Unchanged |
| Eagle Global Advisors LLC | 14,625 | $116.1K | 0.01% | 00.0% | Unchanged |
| Register Financial Advisors LLC | 14,668 | $116.5K | 0.09% | +39+0.3% | Added |
| First National Trust Co | 14,686 | $116.6K | 0.01% | 00.0% | Unchanged |
| Resources Investment Advisors, LLC. | 14,698 | $116.7K | 0.00% | −1,819−11.0% | Reduced |
| Flagship Harbor Advisors, LLC | 14,709 | $116.8K | 0.01% | +89+0.6% | Added |
| WealthPlan Investment Management, LLC | 15,431 | $122.5K | 0.02% | 00.0% | Unchanged |
| Truist Financial Corp | 15,806 | $125.5K | 0.00% | −3,265−17.1% | Reduced |
| Arkadios Wealth Advisors | 16,413 | $130.3K | 0.02% | −7,281−30.7% | Reduced |
| Belpointe Asset Management LLC | 16,587 | $131.7K | 0.01% | +239+1.5% | Added |
| Western Wealth Management, LLC | 16,713 | $132.7K | 0.01% | 00.0% | Unchanged |
| Truadvice, LLC | 17,867 | $136.1K | 0.05% | −1,405−7.3% | Reduced |
| Capital Advisory Group Advisory Services, LLC | 17,300 | $137.4K | 0.08% | +1,000+6.1% | Added |
| BKD Wealth Advisors, LLC | 17,333 | $137.6K | 0.00% | 00.0% | Unchanged |
| Kestra Advisory Services, LLC | 17,729 | $140.8K | 0.00% | +2,741+18.3% | Added |
| Ameriprise Financial Inc | 18,248 | $144.9K | 0.00% | +2,733+17.6% | Added |
| Foundations Investment Advisors, LLC | 18,368 | $145.8K | 0.01% | 00.0% | Unchanged |