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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.

Institutional holdersQ1 2023: 217 institutions
Q1 2021: 107 institutionsQ2 2021: 114 institutionsQ3 2021: 111 institutionsQ4 2021: 114 institutionsQ1 2022: 211 institutionsQ2 2022: 217 institutionsQ3 2022: 204 institutionsQ4 2022: 221 institutionsQ1 2023: 217 institutionsQ2 2023: 210 institutionsQ3 2023: 209 institutionsQ4 2023: 203 institutionsQ1 2024: 199 institutionsQ2 2024: 191 institutionsQ3 2024: 199 institutionsQ4 2024: 198 institutionsQ1 2025: 211 institutionsQ2 2025: 195 institutionsQ3 2025: 209 institutionsQ4 2025: 217 institutionsQ1 2026: 210 institutionsQ2 2026: 201 institutions
Value heldQ1 2023: $422.8M
Q1 2021: $436.1MQ2 2021: $458.3MQ3 2021: $465.7MQ4 2021: $464.8MQ1 2022: $527.7MQ2 2022: $495.1MQ3 2022: $443.7MQ4 2022: $439.0MQ1 2023: $422.8MQ2 2023: $405.3MQ3 2023: $436.9MQ4 2023: $408.4MQ1 2024: $439.2MQ2 2024: $426.6MQ3 2024: $434.1MQ4 2024: $431.1MQ1 2025: $425.4MQ2 2025: $412.8MQ3 2025: $401.5MQ4 2025: $439.0MQ1 2026: $392.8MQ2 2026: $428.6M
Institutions holding BBDC and their total value by quarter
QuarterHoldersValue
Q2 2026201$428.6M
Q1 2026210$392.8M
Q4 2025217$439.0M
Q3 2025209$401.5M
Q2 2025195$412.8M
Q1 2025211$425.4M
Q4 2024198$431.1M
Q3 2024199$434.1M
Q2 2024191$426.6M
Q1 2024199$439.2M
Q4 2023203$408.4M
Q3 2023209$436.9M
Q2 2023210$405.3M
Q1 2023217$422.8M
Q4 2022221$439.0M
Q3 2022204$443.7M
Q2 2022217$495.1M
Q1 2022211$527.7M
Q4 2021114$464.8M
Q3 2021111$465.7M
Q2 2021114$458.3M
Q1 2021107$436.1M

Institutions, Q1 2023

Shares, value and share of portfolio for each institution holding Barings BDC, Inc.; share changes are against Q4 2022.

Institutions holding BBDC in Q1 2023
InstitutionSharesValue% of portfolioChange in sharesAction
CWM, LLC23,629$188.0K0.00%+578+2.5%Added
Arete Wealth Advisors, LLC23,443$186.0K0.02%−6,628−22.0%Reduced
Apollon Wealth Management, LLC23,247$184.6K0.01%−1,949−7.7%Reduced
Hutchens & Kramer Investment Management Group, LLC23,226$184.4K0.16%−3,316−12.5%Reduced
Global Retirement Partners, LLC23,909$177.6K0.01%−1,163−4.6%Reduced
Gsa Capital Partners LLP22,333$177.0K0.02%+22,333New
Greenwich Investment Management, Inc.21,703$172.0K0.13%+5,370+32.9%Added
Cubist Systematic Strategies, LLC21,255$168.8K0.00%−118,244−84.8%Reduced
Redwood Financial Network Corp20,936$166.2K0.17%+62+0.3%Added
Level Four Advisory Services, LLC20,534$163.0K0.01%−6,959−25.3%Reduced
Envestnet Asset Management Inc20,214$160.5K0.00%−995−4.7%Reduced
Allworth Financial LP20,197$160.4K0.00%+1,629+8.8%Added
Cetera Investment Advisers19,957$158.5K0.00%−1,226−5.8%Reduced
Acrisure Capital Management, LLC19,939$158.3K0.16%+19,939New
AlphaStar Capital Management, LLC19,889$157.9K0.01%−2,183−9.9%Reduced
Founders Financial Securities LLC18,738$148.8K0.02%00.0%Unchanged
Empirical Asset Management, LLC18,605$147.7K0.14%−11,057−37.3%Reduced
Foundations Investment Advisors, LLC18,368$145.8K0.01%00.0%Unchanged
Ameriprise Financial Inc18,248$144.9K0.00%+2,733+17.6%Added
Kestra Advisory Services, LLC17,729$140.8K0.00%+2,741+18.3%Added
BKD Wealth Advisors, LLC17,333$137.6K0.00%00.0%Unchanged
Capital Advisory Group Advisory Services, LLC17,300$137.4K0.08%+1,000+6.1%Added
Truadvice, LLC17,867$136.1K0.05%−1,405−7.3%Reduced
Western Wealth Management, LLC16,713$132.7K0.01%00.0%Unchanged
Belpointe Asset Management LLC16,587$131.7K0.01%+239+1.5%Added
Arkadios Wealth Advisors16,413$130.3K0.02%−7,281−30.7%Reduced
Truist Financial Corp15,806$125.5K0.00%−3,265−17.1%Reduced
WealthPlan Investment Management, LLC15,431$122.5K0.02%00.0%Unchanged
Flagship Harbor Advisors, LLC14,709$116.8K0.01%+89+0.6%Added
Resources Investment Advisors, LLC.14,698$116.7K0.00%−1,819−11.0%Reduced
First National Trust Co14,686$116.6K0.01%00.0%Unchanged
Register Financial Advisors LLC14,668$116.5K0.09%+39+0.3%Added
Eagle Global Advisors LLC14,625$116.1K0.01%00.0%Unchanged
Nicholas Hoffman & Company, LLC.14,354$114.0K0.01%00.0%Unchanged
Mission Wealth Management, LP14,285$113.4K0.00%+2,000+16.3%Added
Qube Research & Technologies Ltd14,139$112.3K0.00%−21,514−60.3%Reduced
Davenport & Co LLC13,879$110.2K0.00%−1,843−11.7%Reduced
Cozad Asset Management Inc13,874$110.2K0.01%00.0%Unchanged
Jane Street Group, LLC13,871$110.1K0.00%−17,858−56.3%Reduced
Camelot Portfolios, LLC13,773$109.4K0.08%00.0%Unchanged
Guggenheim Capital LLC13,720$108.9K0.00%+13,720New
JPMorgan Chase & Co13,531$107.0K0.00%−23,869−63.8%Reduced
Stephens Inc13,446$106.8K0.00%+2,000+17.5%Added
Brown Advisory Inc13,200$104.8K0.00%00.0%Unchanged
Atria Wealth Solutions, Inc.12,945$102.8K0.00%−11,174−46.3%Reduced
Virtu Financial LLC12,793$102.0K0.01%+12,793New
Beaumont Financial Advisors, LLC12,800$101.6K0.01%+12,800New
Cetera Advisor Networks LLC12,608$100.1K0.00%−1,757−12.2%Reduced
Steward Partners Investment Advisory, LLC12,368$98.2K0.00%+942+8.2%Added
Capital Investment Advisory Services, LLC12,170$96.6K0.01%00.0%Unchanged
ExodusPoint Capital Management, LP11,790$94.0K0.00%+11,790New
RFG Advisory, LLC11,406$90.6K0.00%00.0%Unchanged
Gradient Investments LLC11,381$90.4K0.00%−5,274−31.7%Reduced
Goldman Sachs Group Inc11,202$88.9K0.00%+11,202New
Creative Financial Designs Inc11,003$87.4K0.01%00.0%Unchanged
Brookstone Capital Management11,057$85.8K0.00%+11,057New
Sowell Financial Services LLC10,705$85.0K0.01%+10,705New
Sigma Planning Corp10,593$84.1K0.00%−405−3.7%Reduced
Cornerstone Wealth Management, LLC10,491$83.3K0.01%+10,491New
Quadrant Capital Group LLC10,431$82.8K0.01%+7,946+319.8%Added
Oak Harbor Wealth Partners, LLC10,318$81.9K0.03%+50.0%Added
Pathstone Family Office, LLC10,282$81.6K0.00%+10,282New
Spire Wealth Management10,255$81.4K0.00%+6,962+211.4%Added
Bouchey Financial Group Ltd10,276$81.0K0.01%00.0%Unchanged
Hilltop Holdings Inc.10,145$80.6K0.01%00.0%Unchanged
International Assets Investment Management, LLC10,136$80.5K0.01%−7,344−42.0%Reduced
Soltis Investment Advisors LLC10,057$79.8K0.01%+10,057New
Bradley Foster & Sargent Inc10,000$79.4K0.00%00.0%Unchanged
Money Concepts Capital Corp10,000$79.4K0.00%+8,532+581.2%Added
Larson Financial Group LLC9,756$77.5K0.01%−3,648−27.2%Reduced
Fortis Capital Advisors, LLC8,264$65.6K0.04%00.0%Unchanged
Harbour Investments, Inc.8,126$64.5K0.00%−1,091−11.8%Reduced
First Personal Financial Services7,370$58.5K0.02%+234+3.3%Added
Ameritas Advisory Services, LLC7,315$55.4K0.00%+7,315New
Signaturefd, LLC6,978$55.4K0.00%+3,791+119.0%Added
Nelson, Van Denburg & Campbell Wealth Management Group, LLC6,732$53.5K0.00%+6,732New
Simplex Trading, LLC5,622$44.0K0.00%+5,622New
Northwestern Mutual Wealth Management Co5,044$40.0K0.00%00.0%Unchanged
Advisory Services Network, LLC4,586$36.4K0.00%+2,682+140.9%Added
Stonebridge Capital Advisors LLC4,102$32.6K0.00%00.0%Unchanged
Proequities, Inc.3,881$30.8K0.00%00.0%Unchanged
TCI Wealth Advisors, Inc.3,729$29.6K0.00%00.0%Unchanged
Parallel Advisors, LLC3,428$27.2K0.00%−947−21.6%Reduced
GWM Advisors LLC3,193$25.4K0.00%+450+16.4%Added
Private Trust Co NA2,913$23.1K0.00%00.0%Unchanged
Moisand Fitzgerald Tamayo, LLC2,713$21.5K0.00%00.0%Unchanged
Cooperman Leon G2,643$21.0K0.00%00.0%Unchanged
Householder Group Estate & Retirement Specialist, LLC2,327$18.0K0.01%+74+3.3%Added
Cape Investment Advisory, Inc.2,229$17.7K0.01%+2,229New
Cullen/Frost Bankers, Inc.2,193$17.4K0.00%00.0%Unchanged
Hollencrest Capital Management2,035$16.2K0.00%+65+3.3%Added
Caldwell Sutter Capital, Inc.1,958$15.5K0.01%00.0%Unchanged
KB Financial Partners, LLC1,760$14.0K0.00%00.0%Unchanged
Pinnacle Bancorp, Inc.1,665$13.2K0.00%00.0%Unchanged
Assetmark, Inc1,652$13.1K0.00%00.0%Unchanged
US Bancorp1,639$13.0K0.00%+1,418+641.6%Added
TSFG, LLC1,686$13.0K0.00%00.0%Unchanged
Umb Bank N A1,630$12.9K0.00%00.0%Unchanged
Lindbrook Capital, LLC1,287$10.2K0.00%+215+20.1%Added
Accel Wealth Management1,169$9.28K0.00%00.0%Unchanged