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.
| 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, Q2 2023
Shares, value and share of portfolio for each institution holding Barings BDC, Inc.; share changes are against Q1 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Huntington National Bank | 1 | $8 | 0.00% | −125−99.2% | Reduced |
| Focused Wealth Management, Inc | 7 | $55 | 0.00% | 00.0% | Unchanged |
| Sofos Investments, Inc. | 14,890 | $117 | 0.00% | 00.0% | Unchanged |
| Thompson Investment Management, Inc. | 278 | $2.18K | 0.00% | +278 | New |
| Earnest Partners LLC | 500 | $3.92K | 0.00% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 500 | $3.92K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 547 | $4.00K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 400 | $4.94K | 0.00% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 640 | $5.02K | 0.00% | +100+18.5% | Added |
| FinTrust Capital Advisors, LLC | 635 | $5.18K | 0.00% | 00.0% | Unchanged |
| US Bancorp | 663 | $5.20K | 0.00% | −976−59.5% | Reduced |
| Citigroup Inc | 705 | $5.53K | 0.00% | 00.0% | Unchanged |
| Nomura Asset Management Co Ltd | 711 | $5.57K | 0.00% | −372−34.3% | Reduced |
| Cary Street Partner Investment Advisory LLC | 750 | $5.88K | 0.00% | +750 | New |
| Founders Capital Management | 979 | $7.67K | 0.01% | 00.0% | Unchanged |
| Coppell Advisory Solutions LLC | 993 | $7.82K | 0.00% | +993 | New |
| National Bank of Canada | 1,000 | $7.82K | 0.00% | 00.0% | Unchanged |
| Citizens National Bank Trust Department | 1,139 | $8.93K | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 1,325 | $10.4K | 0.00% | −327−19.8% | Reduced |
| TSFG, LLC | 1,686 | $13.0K | 0.00% | 00.0% | Unchanged |
| Pinnacle Bancorp, Inc. | 1,665 | $13.1K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 1,724 | $13.5K | 0.00% | +437+34.0% | Added |
| KB Financial Partners, LLC | 1,760 | $14.0K | 0.00% | 00.0% | Unchanged |
| Caldwell Sutter Capital, Inc. | 1,958 | $15.4K | 0.01% | 00.0% | Unchanged |
| Private Trust Co NA | 2,036 | $16.0K | 0.00% | −877−30.1% | Reduced |
| Hollencrest Capital Management | 2,099 | $16.5K | 0.00% | +64+3.1% | Added |
| Cullen/Frost Bankers, Inc. | 2,193 | $17.2K | 0.00% | 00.0% | Unchanged |
| Simplex Trading, LLC | 2,324 | $18.0K | 0.00% | −3,298−58.7% | Reduced |
| Cape Investment Advisory, Inc. | 2,299 | $18.0K | 0.01% | +70+3.1% | Added |
| Cooperman Leon G | 2,643 | $20.7K | 0.00% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 2,713 | $21.3K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 3,016 | $23.6K | 0.00% | −5,110−62.9% | Reduced |
| GWM Advisors LLC | 3,193 | $25.0K | 0.00% | 00.0% | Unchanged |
| Tyler-Stone Wealth Management | 3,823 | $30.0K | 0.02% | +3,823 | New |
| Proequities, Inc. | 3,881 | $30.4K | 0.00% | 00.0% | Unchanged |
| Stonebridge Capital Advisors LLC | 4,102 | $32.2K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 4,368 | $34.2K | 0.00% | +940+27.4% | Added |
| Oliver Lagore Vanvalin Investment Group | 5,000 | $39.2K | 0.01% | +5,000 | New |
| Northwestern Mutual Wealth Management Co | 5,116 | $40.1K | 0.00% | +72+1.4% | Added |
| Quadrant Capital Group LLC | 5,958 | $46.7K | 0.00% | −4,473−42.9% | Reduced |
| Signaturefd, LLC | 6,292 | $49.3K | 0.00% | −686−9.8% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 6,732 | $52.8K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 6,756 | $53.0K | 0.01% | −3,000−30.8% | Reduced |
| First Personal Financial Services | 7,603 | $59.6K | 0.01% | +233+3.2% | Added |
| Aquatic Capital Management LLC | 9,969 | $78.0K | 0.00% | +9,969 | New |
| Money Concepts Capital Corp | 10,000 | $78.4K | 0.01% | 00.0% | Unchanged |
| Hilltop Holdings Inc. | 10,145 | $79.5K | 0.01% | 00.0% | Unchanged |
| Bouchey Financial Group Ltd | 10,276 | $80.6K | 0.01% | 00.0% | Unchanged |
| Pathstone Family Office, LLC | 10,282 | $80.6K | 0.00% | 00.0% | Unchanged |
| Schonfeld Strategic Advisors LLC | 10,300 | $80.8K | 0.00% | +10,300 | New |
| Soltis Investment Advisors LLC | 10,310 | $80.8K | 0.01% | +253+2.5% | Added |
| Oak Harbor Wealth Partners, LLC | 10,323 | $80.9K | 0.03% | +50.0% | Added |
| Sigma Planning Corp | 10,625 | $83.3K | 0.00% | +32+0.3% | Added |
| Allianz Asset Management GmbH | 10,814 | $84.8K | 0.00% | +10,814 | New |
| Brookstone Capital Management | 11,058 | $85.4K | 0.00% | +10.0% | Added |
| Steward Partners Investment Advisory, LLC | 10,981 | $86.1K | 0.00% | −1,387−11.2% | Reduced |
| Creative Financial Designs Inc | 11,003 | $86.3K | 0.01% | 00.0% | Unchanged |
| Gradient Investments LLC | 11,381 | $89.2K | 0.00% | 00.0% | Unchanged |
| RFG Advisory, LLC | 11,406 | $89.4K | 0.00% | 00.0% | Unchanged |
| Advisory Alpha, LLC | 11,407 | $89.4K | 0.00% | +11,407 | New |
| Resources Investment Advisors, LLC. | 11,582 | $90.8K | 0.00% | −3,116−21.2% | Reduced |
| Truist Financial Corp | 11,806 | $92.6K | 0.00% | −4,000−25.3% | Reduced |
| Campbell & CO Investment Adviser LLC | 11,881 | $93.1K | 0.02% | +11,881 | New |
| Capital Investment Advisory Services, LLC | 12,170 | $95.4K | 0.01% | 00.0% | Unchanged |
| Cetera Advisor Networks LLC | 12,324 | $96.6K | 0.00% | −284−2.3% | Reduced |
| Atomi Financial Group, Inc. | 12,502 | $97.9K | 0.04% | +12,502 | New |
| Davenport & Co LLC | 12,510 | $98.1K | 0.00% | −1,369−9.9% | Reduced |
| Spire Wealth Management | 12,788 | $100.3K | 0.00% | +2,533+24.7% | Added |
| Atria Wealth Solutions, Inc. | 13,090 | $102.6K | 0.00% | +145+1.1% | Added |
| Brown Advisory Inc | 13,200 | $103.5K | 0.00% | 00.0% | Unchanged |
| Beaumont Financial Advisors, LLC | 13,204 | $103.5K | 0.01% | +404+3.2% | Added |
| Stephens Inc | 13,446 | $105.4K | 0.00% | 00.0% | Unchanged |
| Flagship Harbor Advisors, LLC | 13,487 | $105.7K | 0.01% | −1,222−8.3% | Reduced |
| Cobblestone Capital Advisors LLC | 13,545 | $106.2K | 0.01% | +13,545 | New |
| Camelot Portfolios, LLC | 13,773 | $108.0K | 0.07% | 00.0% | Unchanged |
| Cozad Asset Management Inc | 13,874 | $108.8K | 0.01% | 00.0% | Unchanged |
| Cubist Systematic Strategies, LLC | 14,143 | $110.9K | 0.00% | −7,112−33.5% | Reduced |
| Mission Wealth Management, LP | 14,285 | $112.0K | 0.00% | 00.0% | Unchanged |
| Nicholas Hoffman & Company, LLC. | 14,354 | $112.5K | 0.00% | 00.0% | Unchanged |
| First National Trust Co | 14,686 | $115.1K | 0.01% | 00.0% | Unchanged |
| Register Financial Advisors LLC | 14,707 | $115.3K | 0.08% | +39+0.3% | Added |
| Arkadios Wealth Advisors | 14,910 | $116.9K | 0.01% | −1,503−9.2% | Reduced |
| Arlington Capital Management, Inc. | 15,133 | $118.6K | 0.10% | +15,133 | New |
| WealthPlan Investment Management, LLC | 15,431 | $121.0K | 0.04% | 00.0% | Unchanged |
| Aurora Private Wealth, Inc. | 15,663 | $123.0K | 0.14% | −11,550−42.4% | Reduced |
| Cetera Investment Advisers | 16,061 | $125.9K | 0.00% | −3,896−19.5% | Reduced |
| Farmers & Merchants Trust Co of Long Beach | 16,390 | $128.5K | 0.03% | +16,390 | New |
| Quantbot Technologies LP | 16,440 | $128.9K | 0.01% | +16,440 | New |
| Western Wealth Management, LLC | 16,928 | $132.7K | 0.01% | +215+1.3% | Added |
| BKD Wealth Advisors, LLC | 17,333 | $135.9K | 0.00% | 00.0% | Unchanged |
| Capital Advisory Group Advisory Services, LLC | 17,300 | $136.0K | 0.10% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 18,266 | $143.2K | 0.00% | +18,266 | New |
| Kingswood Wealth Advisors, LLC | 18,290 | $143.4K | 0.05% | +18,290 | New |
| Allworth Financial LP | 18,610 | $145.9K | 0.00% | −1,587−7.9% | Reduced |
| Guggenheim Capital LLC | 18,669 | $146.4K | 0.00% | +4,949+36.1% | Added |
| Founders Financial Securities LLC | 18,738 | $146.9K | 0.02% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 18,769 | $147.1K | 0.01% | −5,140−21.5% | Reduced |
| Empirical Asset Management, LLC | 19,193 | $150.5K | 0.13% | +588+3.2% | Added |
| ExodusPoint Capital Management, LP | 19,278 | $151.0K | 0.00% | +7,488+63.5% | Added |
| Kestra Advisory Services, LLC | 19,289 | $151.2K | 0.00% | +1,560+8.8% | Added |