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 |
|---|---|---|---|---|---|
| Empirical Asset Management, LLC | 18,605 | $147.7K | 0.14% | −11,057−37.3% | Reduced |
| Founders Financial Securities LLC | 18,738 | $148.8K | 0.02% | 00.0% | Unchanged |
| AlphaStar Capital Management, LLC | 19,889 | $157.9K | 0.01% | −2,183−9.9% | Reduced |
| Acrisure Capital Management, LLC | 19,939 | $158.3K | 0.16% | +19,939 | New |
| Cetera Investment Advisers | 19,957 | $158.5K | 0.00% | −1,226−5.8% | Reduced |
| Allworth Financial LP | 20,197 | $160.4K | 0.00% | +1,629+8.8% | Added |
| Envestnet Asset Management Inc | 20,214 | $160.5K | 0.00% | −995−4.7% | Reduced |
| Level Four Advisory Services, LLC | 20,534 | $163.0K | 0.01% | −6,959−25.3% | Reduced |
| Redwood Financial Network Corp | 20,936 | $166.2K | 0.17% | +62+0.3% | Added |
| Cubist Systematic Strategies, LLC | 21,255 | $168.8K | 0.00% | −118,244−84.8% | Reduced |
| Greenwich Investment Management, Inc. | 21,703 | $172.0K | 0.13% | +5,370+32.9% | Added |
| Gsa Capital Partners LLP | 22,333 | $177.0K | 0.02% | +22,333 | New |
| Global Retirement Partners, LLC | 23,909 | $177.6K | 0.01% | −1,163−4.6% | Reduced |
| Hutchens & Kramer Investment Management Group, LLC | 23,226 | $184.4K | 0.16% | −3,316−12.5% | Reduced |
| Apollon Wealth Management, LLC | 23,247 | $184.6K | 0.01% | −1,949−7.7% | Reduced |
| Arete Wealth Advisors, LLC | 23,443 | $186.0K | 0.02% | −6,628−22.0% | Reduced |
| CWM, LLC | 23,629 | $188.0K | 0.00% | +578+2.5% | Added |
| Kovack Advisors, Inc. | 24,035 | $190.8K | 0.03% | +40+0.2% | Added |
| Cresset Asset Management, LLC | 24,925 | $197.9K | 0.00% | +620+2.6% | Added |
| Claybrook Capital, LLC | 25,255 | $200.5K | 0.11% | 00.0% | Unchanged |
| Transcend Wealth Collective, LLC | 25,498 | $202.5K | 0.02% | −8,000−23.9% | Reduced |
| SeaCrest Wealth Management, LLC | 25,816 | $205.0K | 0.03% | −6,883−21.0% | Reduced |
| Sheaff Brock Investment Advisors, LLC | 26,201 | $208.0K | 0.02% | +70.0% | Added |
| Mercer Global Advisors Inc | 26,613 | $211.0K | 0.00% | −8,616−24.5% | Reduced |
| Fisher Asset Management, LLC | 26,695 | $212.0K | 0.00% | +2,464+10.2% | Added |
| Northern Trust Corp | 26,728 | $212.2K | 0.00% | +9,420+54.4% | Added |
| Aurora Private Wealth, Inc. | 27,213 | $216.0K | 0.23% | +195+0.7% | Added |
| Patriot Financial Group Insurance Agency, LLC | 27,244 | $216.3K | 0.04% | −4,123−13.1% | Reduced |
| Newbridge Financial Services Group, Inc. | 27,646 | $219.5K | 0.12% | −2,819−9.3% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 28,411 | $225.6K | 0.00% | −12,307−30.2% | Reduced |
| RMB Capital Management, LLC | 29,372 | $233.2K | 0.01% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 30,994 | $246.1K | 0.01% | −891−2.8% | Reduced |
| Wedbush Securities Inc | 31,274 | $248.0K | 0.01% | +1,429+4.8% | Added |
| Focus Financial Network, Inc. | 31,683 | $251.6K | 0.02% | +1,189+3.9% | Added |
| Pinkerton Retirement Specialists, LLC | 33,086 | $262.7K | 0.05% | +914+2.8% | Added |
| Change Path, LLC | 33,218 | $264.0K | 0.01% | +207+0.6% | Added |
| XTX Topco Ltd | 33,610 | $266.9K | 0.06% | −28,336−45.7% | Reduced |
| Retirement Group, LLC | 42,005 | $334.0K | 0.15% | +18,511+78.8% | Added |
| Steel Peak Wealth Management LLC | 43,000 | $341.4K | 0.02% | +19,000+79.2% | Added |
| MBM Wealth Consultants, LLC | 44,096 | $349.0K | 0.15% | 00.0% | Unchanged |
| Copperleaf Capital, LLC | 44,660 | $354.6K | 0.35% | +23,829+114.4% | Added |
| Virtus ETF Advisers LLC | 44,698 | $354.9K | 0.20% | +7,700+20.8% | Added |
| Icon Advisers Inc | 45,000 | $357.3K | 0.09% | +45,000 | New |
| Castleview Partners, LLC | 45,606 | $362.1K | 0.32% | −96−0.2% | Reduced |
| Krilogy Financial LLC | 46,467 | $368.9K | 0.03% | +2,979+6.9% | Added |
| Royal Bank of Canada | 47,965 | $380.0K | 0.00% | −7,783−14.0% | Reduced |
| Raleigh Capital Management Inc. | 49,596 | $393.8K | 0.19% | +405+0.8% | Added |
| Stifel Financial Corp | 50,042 | $397.3K | 0.00% | −3,027−5.7% | Reduced |
| ERTS Wealth Advisors, LLC | 50,442 | $400.5K | 0.10% | −1,270−2.5% | Reduced |
| Commonwealth Equity Services, LLC | 52,835 | $419.0K | 0.00% | −19,526−27.0% | Reduced |
| Creative Planning | 56,416 | $447.9K | 0.00% | +37,734+202.0% | Added |
| Dynamic Technology Lab Private Ltd | 59,584 | $473.0K | 0.04% | +59,584 | New |
| WNY Asset Management, LLC | 61,895 | $491.4K | 0.12% | +11,650+23.2% | Added |
| PFG Advisors | 62,444 | $495.8K | 0.04% | −5,627−8.3% | Reduced |
| Ausdal Financial Partners, Inc. | 63,323 | $502.8K | 0.07% | −1,149−1.8% | Reduced |
| Koshinski Asset Management, Inc. | 67,885 | $539.0K | 0.05% | +5,274+8.4% | Added |
| New Vernon Capital Holdings II LLC | 69,171 | $549.2K | 0.40% | 00.0% | Unchanged |
| Bard Associates Inc | 69,272 | $550.0K | 0.23% | −2,000−2.8% | Reduced |
| StrategIQ Financial Group, LLC | 71,530 | $567.9K | 0.07% | +480+0.7% | Added |
| Mariner, LLC | 71,545 | $568.0K | 0.00% | −4,484−5.9% | Reduced |
| Sunbelt Securities, Inc. | 75,452 | $590.0K | 0.09% | −11,321−13.0% | Reduced |
| Advisory Research Inc | 79,074 | $627.8K | 0.10% | +1,212+1.6% | Added |
| Mackenzie Financial Corp | 80,904 | $642.4K | 0.00% | +23,273+40.4% | Added |
| Great West Life Assurance Co | 85,144 | $677.0K | 0.00% | −49,080−36.6% | Reduced |
| Emerald Mutual Fund Advisers Trust | 85,396 | $678.0K | 0.04% | +85,396 | New |
| Retirement Financial Solutions, LLC | 85,849 | $681.6K | 0.54% | −24,128−21.9% | Reduced |
| Cetera Advisors LLC | 95,203 | $755.9K | 0.01% | +21,611+29.4% | Added |
| Prime Capital Investment Advisors, LLC | 96,513 | $766.3K | 0.03% | −10,298−9.6% | Reduced |
| Captrust Financial Advisors | 98,341 | $780.8K | 0.00% | +1,182+1.2% | Added |
| Almitas Capital LLC | 103,332 | $820.5K | 0.39% | +103,332 | New |
| Citadel Advisors LLC | 110,646 | $878.5K | 0.00% | +43,708+65.3% | Added |
| HighTower Advisors, LLC | 111,470 | $884.0K | 0.00% | −5,916−5.0% | Reduced |
| Riverbridge Partners LLC | 124,716 | $990.2K | 0.01% | +2,862+2.3% | Added |
| BI Asset Management Fondsmaeglerselskab A/S | 140,372 | $1.11M | 0.03% | +32,264+29.8% | Added |
| AE Wealth Management LLC | 144,343 | $1.15M | 0.01% | −30,621−17.5% | Reduced |
| Privium Fund Management (UK) Ltd | 154,000 | $1.20M | 0.95% | +154,000 | New |
| Putnam Investments LLC | 153,122 | $1.22M | 0.00% | +117,180+326.0% | Added |
| Credit Suisse AG | 154,000 | $1.22M | 0.00% | +154,000 | New |
| Raymond James & Associates | 154,145 | $1.22M | 0.00% | −56,907−27.0% | Reduced |
| Condor Capital Management | 173,331 | $1.38M | 0.17% | −12,478−6.7% | Reduced |
| GraniteShares Advisors LLC | 173,517 | $1.38M | 1.22% | +173,517 | New |
| McKinley Capital Management LLC /Delaware | 174,642 | $1.39M | 0.18% | −1,850−1.0% | Reduced |
| Hennion & Walsh Asset Management, Inc. | 235,420 | $1.87M | 0.11% | +89,187+61.0% | Added |
| Skandinaviska Enskilda Banken AB (publ) | 239,440 | $1.90M | 0.01% | 00.0% | Unchanged |
| LPL Financial LLC | 245,194 | $1.95M | 0.00% | −61,032−19.9% | Reduced |
| 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 |
| Two Sigma Investments, LP | 303,161 | $2.41M | 0.01% | +148,986+96.6% | Added |
| Morgan Stanley | 314,998 | $2.50M | 0.00% | −11,720−3.6% | Reduced |
| Neuberger Berman Group LLC | 317,536 | $2.52M | 0.00% | +415+0.1% | Added |
| Bank of America Corp | 362,446 | $2.88M | 0.00% | +127,599+54.3% | Added |
| Two Sigma Advisers, LP | 366,900 | $2.91M | 0.01% | +52,800+16.8% | Added |
| Clearbridge Investments, LLC | 382,372 | $3.04M | 0.00% | 00.0% | Unchanged |
| Cambridge Investment Research Advisors, Inc. | 391,340 | $3.11M | 0.02% | −14,927−3.7% | Reduced |
| Royce & Associates LP | 406,894 | $3.23M | 0.03% | 00.0% | Unchanged |
| Advisors Asset Management, Inc. | 441,747 | $3.51M | 0.07% | +14,740+3.5% | Added |
| Raymond James Financial Services Advisors, Inc. | 465,585 | $3.70M | 0.01% | +21,321+4.8% | Added |
| Confluence Investment Management LLC | 482,288 | $3.83M | 0.06% | −58,144−10.8% | Reduced |
| Bulldog Investors, LLP | 498,792 | $3.96M | 1.27% | +178,505+55.7% | Added |
| Nicola Wealth Management Ltd. | 614,000 | $4.88M | 0.48% | 00.0% | Unchanged |