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Livermore
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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, Q2 2023

Institutional positions in Barings BDC, Inc. as of Jun 30, 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
210
−5 vs. Q1 2023
Shares held
51.7M
−1.60M (−3.0%) vs. Q1 2023
Total value
$405.3M
−$17.5M (−4.1%) vs. Q1 2023
New holders
24
58 more added
Sold out
29
71 more reduced

2 institutions that held it in Q1 2023 haven't filed for Q2 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q1 2023: 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 holdersQ2 2023: 210 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 heldQ2 2023: $405.3M
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, Q2 2023

Shares, value and share of portfolio for each institution holding Barings BDC, Inc.; share changes are against Q1 2023.

Institutions holding BBDC in Q2 2023
InstitutionSharesValue% of portfolioChange in sharesAction
Barings LLC13,639,681$106.9M3.61%00.0%Unchanged
Ares Management LLC4,380,411$34.3M0.71%00.0%Unchanged
Rivernorth Capital Management, LLC3,595,340$28.2M1.41%−986,356−21.5%Reduced
Private Management Group Inc2,953,034$23.2M0.98%+593,979+25.2%Added
Callodine Capital Management, LP2,474,570$19.4M5.57%+225,137+10.0%Added
UBS Group AG1,870,815$14.7M0.01%−169,619−8.3%Reduced
Punch & Associates Investment Management, Inc.1,552,636$12.2M0.74%−22,806−1.4%Reduced
Van Eck Associates Corp1,453,615$11.4M0.02%+94,298+6.9%Added
Relative Value Partners Group, LLC1,419,558$11.1M0.72%−50,376−3.4%Reduced
Wells Fargo & Company1,282,331$10.1M0.00%−348,352−21.4%Reduced
Cliffwater LLC920,728$7.22M2.37%−345,695−27.3%Reduced
Legal & General Group Plc779,211$6.11M0.00%+40,076+5.4%Added
Dimension Capital Management LLC752,332$5.90M1.28%00.0%Unchanged
Advisor Group Holdings, Inc.658,295$5.15M0.01%−30,347−4.4%Reduced
Almitas Capital LLC607,352$5.07M2.17%+504,020+487.8%Added
Raymond James Financial Services Advisors, Inc.636,023$4.99M0.01%+170,438+36.6%Added
Nicola Wealth Management Ltd.614,000$4.81M0.47%00.0%Unchanged
BlackRock Inc.602,080$4.72M0.00%−23,374−3.7%Reduced
Price T Rowe Associates Inc591,954$4.64M0.00%−202,224−25.5%Reduced
Bank of America Corp579,236$4.54M0.00%+216,790+59.8%Added
Bulldog Investors, LLP519,686$4.07M1.35%+20,894+4.2%Added
Confluence Investment Management LLC486,068$3.81M0.06%+3,780+0.8%Added
Two Sigma Investments, LP477,957$3.75M0.01%+174,796+57.7%Added
Royce & Associates LP406,894$3.19M0.03%00.0%Unchanged
Advisors Asset Management, Inc.372,293$2.92M0.06%−69,454−15.7%Reduced
Cambridge Investment Research Advisors, Inc.358,442$2.81M0.01%−32,898−8.4%Reduced
Morgan Stanley352,268$2.76M0.00%+37,270+11.8%Added
Neuberger Berman Group LLC331,869$2.60M0.00%+14,333+4.5%Added
Millennium Management LLC308,052$2.42M0.00%−563,137−64.6%Reduced
Two Sigma Advisers, LP291,500$2.29M0.01%−75,400−20.6%Reduced
Hennion & Walsh Asset Management, Inc.279,416$2.19M0.13%+43,996+18.7%Added
Sumitomo Mitsui Trust Holdings, Inc.255,487$2.00M0.00%00.0%Unchanged
Muzinich & Co., Inc.255,487$2.00M1.77%00.0%Unchanged
Skandinaviska Enskilda Banken AB (publ)239,440$1.88M0.01%00.0%Unchanged
LPL Financial LLC236,877$1.86M0.00%−8,317−3.4%Reduced
Condor Capital Management197,250$1.55M0.19%+23,919+13.8%Added
Privium Fund Management (UK) Ltd175,599$1.38M1.09%+21,599+14.0%Added
Credit Suisse AG175,599$1.38M0.00%+21,599+14.0%Added
McKinley Capital Management LLC /Delaware173,911$1.36M0.18%−731−0.4%Reduced
GraniteShares Advisors LLC171,691$1.35M1.21%−1,826−1.1%Reduced
BI Asset Management Fondsmaeglerselskab A/S163,287$1.28M0.03%+22,915+16.3%Added
Raymond James & Associates145,798$1.14M0.00%−8,347−5.4%Reduced
AE Wealth Management LLC124,196$974.9K0.01%−20,147−14.0%Reduced
Prime Capital Investment Advisors, LLC111,427$873.6K0.02%+14,914+15.5%Added
HighTower Advisors, LLC108,052$847.0K0.00%−3,418−3.1%Reduced
Putnam Investments LLC102,099$800.5K0.00%−51,023−33.3%Reduced
Captrust Financial Advisors99,602$780.9K0.00%+1,261+1.3%Added
Riverbridge Partners LLC97,018$760.6K0.01%−27,698−22.2%Reduced
Great West Life Assurance Co88,901$701.0K0.00%+3,757+4.4%Added
Emerald Mutual Fund Advisers Trust85,396$669.5K0.04%00.0%Unchanged
Marshall Wace, LLP77,255$605.7K0.00%+77,255New
StrategIQ Financial Group, LLC70,330$551.4K0.06%−1,200−1.7%Reduced
Sunbelt Securities, Inc.70,316$551.3K0.08%−5,136−6.8%Reduced
Bard Associates Inc70,272$550.9K0.21%+1,000+1.4%Added
WNY Asset Management, LLC66,215$519.1K0.11%+4,320+7.0%Added
Ameriprise Financial Inc64,893$508.8K0.00%+46,645+255.6%Added
Mackenzie Financial Corp62,601$493.3K0.00%−18,303−22.6%Reduced
Cetera Advisors LLC60,694$475.8K0.01%−34,509−36.2%Reduced
Retirement Financial Solutions, LLC59,798$468.8K0.32%−26,051−30.3%Reduced
Mariner, LLC55,490$435.0K0.00%−16,055−22.4%Reduced
PFG Advisors54,288$425.6K0.03%−8,156−13.1%Reduced
Stifel Financial Corp52,117$408.6K0.00%+2,075+4.1%Added
Commonwealth Equity Services, LLC50,263$394.0K0.00%−2,572−4.9%Reduced
Koshinski Asset Management, Inc.48,015$376.4K0.04%−19,870−29.3%Reduced
Apollon Wealth Management, LLC45,397$355.9K0.02%+22,150+95.3%Added
Virtus ETF Advisers LLC44,163$346.2K0.21%−535−1.2%Reduced
Copperleaf Capital, LLC43,384$340.1K0.32%−1,276−2.9%Reduced
Retirement Group, LLC42,091$330.0K0.14%+86+0.2%Added
Royal Bank of Canada41,657$326.0K0.00%−6,308−13.2%Reduced
Raleigh Capital Management Inc.40,313$316.1K0.16%−9,283−18.7%Reduced
ERTS Wealth Advisors, LLC39,638$310.8K0.07%−10,804−21.4%Reduced
Krilogy Financial LLC37,119$291.0K0.03%−9,348−20.1%Reduced
SG Americas Securities, LLC36,451$286.0K0.00%+36,451New
Advisory Research Inc35,837$281.0K0.04%−43,237−54.7%Reduced
Northern Trust Corp34,967$274.1K0.00%+8,239+30.8%Added
Mercer Global Advisors Inc34,304$269.0K0.00%+7,691+28.9%Added
Wedbush Securities Inc33,735$264.0K0.01%+2,461+7.9%Added
Change Path, LLC32,974$259.0K0.01%−244−0.7%Reduced
Castleview Partners, LLC31,322$245.6K0.22%−14,284−31.3%Reduced
RMB Capital Management, LLC29,372$230.3K0.01%00.0%Unchanged
Mirae Asset Global Investments Co., Ltd.29,301$229.7K0.00%+890+3.1%Added
Steel Peak Wealth Management LLC29,000$227.4K0.01%−14,000−32.6%Reduced
Geneos Wealth Management Inc.28,811$225.9K0.01%−2,183−7.0%Reduced
Focus Financial Network, Inc.28,585$224.1K0.01%−3,098−9.8%Reduced
Cresset Asset Management, LLC28,472$223.2K0.00%+3,547+14.2%Added
Y-Intercept (Hong Kong) Ltd28,318$222.0K0.02%+28,318New
CWM, LLC27,962$219.0K0.00%+4,333+18.3%Added
Creative Planning27,846$218.3K0.00%−28,570−50.6%Reduced
Patriot Financial Group Insurance Agency, LLC27,506$215.6K0.04%+262+1.0%Added
Ausdal Financial Partners, Inc.27,440$215.1K0.03%−35,883−56.7%Reduced
Triumph Capital Management27,429$215.0K0.10%+27,429New
Pinkerton Retirement Specialists, LLC26,970$211.4K0.04%−6,116−18.5%Reduced
Farther Finance Advisors, LLC26,458$207.4K0.05%+26,458New
Envestnet Asset Management Inc26,411$207.1K0.00%+6,197+30.7%Added
Sheaff Brock Investment Advisors, LLC26,201$205.4K0.02%00.0%Unchanged
Newbridge Financial Services Group, Inc.25,651$201.1K0.10%−1,995−7.2%Reduced
Transcend Wealth Collective, LLC25,498$199.9K0.02%00.0%Unchanged
Kovack Advisors, Inc.25,374$198.9K0.03%+1,339+5.6%Added
Claybrook Capital, LLC25,255$198.0K0.11%00.0%Unchanged
SeaCrest Wealth Management, LLC24,873$195.0K0.02%−943−3.7%Reduced