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 |
|---|---|---|---|---|---|
| Quadrature Capital Ltd | 19,550 | $153.2K | 0.00% | +19,550 | New |
| Redwood Financial Network Corp | 19,688 | $154.4K | 0.14% | −1,248−6.0% | Reduced |
| AlphaStar Capital Management, LLC | 19,889 | $155.9K | 0.02% | 00.0% | Unchanged |
| Foundations Investment Advisors, LLC | 20,073 | $157.4K | 0.01% | +1,705+9.3% | Added |
| Truadvice, LLC | 17,867 | $160.1K | 0.06% | 00.0% | Unchanged |
| MQS Management LLC | 21,516 | $168.7K | 0.11% | +21,516 | New |
| Greenwich Investment Management, Inc. | 22,368 | $175.0K | 0.13% | +665+3.1% | Added |
| Hutchens & Kramer Investment Management Group, LLC | 23,226 | $182.1K | 0.15% | 00.0% | Unchanged |
| JPMorgan Chase & Co | 23,600 | $185.0K | 0.00% | +10,069+74.4% | Added |
| Fisher Asset Management, LLC | 24,431 | $191.5K | 0.00% | −2,264−8.5% | Reduced |
| SeaCrest Wealth Management, LLC | 24,873 | $195.0K | 0.02% | −943−3.7% | Reduced |
| Claybrook Capital, LLC | 25,255 | $198.0K | 0.11% | 00.0% | Unchanged |
| Kovack Advisors, Inc. | 25,374 | $198.9K | 0.03% | +1,339+5.6% | Added |
| Transcend Wealth Collective, LLC | 25,498 | $199.9K | 0.02% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 25,651 | $201.1K | 0.10% | −1,995−7.2% | Reduced |
| Sheaff Brock Investment Advisors, LLC | 26,201 | $205.4K | 0.02% | 00.0% | Unchanged |
| Envestnet Asset Management Inc | 26,411 | $207.1K | 0.00% | +6,197+30.7% | Added |
| Farther Finance Advisors, LLC | 26,458 | $207.4K | 0.05% | +26,458 | New |
| Pinkerton Retirement Specialists, LLC | 26,970 | $211.4K | 0.04% | −6,116−18.5% | Reduced |
| Triumph Capital Management | 27,429 | $215.0K | 0.10% | +27,429 | New |
| Ausdal Financial Partners, Inc. | 27,440 | $215.1K | 0.03% | −35,883−56.7% | Reduced |
| Patriot Financial Group Insurance Agency, LLC | 27,506 | $215.6K | 0.04% | +262+1.0% | Added |
| Creative Planning | 27,846 | $218.3K | 0.00% | −28,570−50.6% | Reduced |
| CWM, LLC | 27,962 | $219.0K | 0.00% | +4,333+18.3% | Added |
| Y-Intercept (Hong Kong) Ltd | 28,318 | $222.0K | 0.02% | +28,318 | New |
| Cresset Asset Management, LLC | 28,472 | $223.2K | 0.00% | +3,547+14.2% | Added |
| Focus Financial Network, Inc. | 28,585 | $224.1K | 0.01% | −3,098−9.8% | Reduced |
| Geneos Wealth Management Inc. | 28,811 | $225.9K | 0.01% | −2,183−7.0% | Reduced |
| Steel Peak Wealth Management LLC | 29,000 | $227.4K | 0.01% | −14,000−32.6% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 29,301 | $229.7K | 0.00% | +890+3.1% | Added |
| RMB Capital Management, LLC | 29,372 | $230.3K | 0.01% | 00.0% | Unchanged |
| Castleview Partners, LLC | 31,322 | $245.6K | 0.22% | −14,284−31.3% | Reduced |
| Change Path, LLC | 32,974 | $259.0K | 0.01% | −244−0.7% | Reduced |
| Wedbush Securities Inc | 33,735 | $264.0K | 0.01% | +2,461+7.9% | Added |
| Mercer Global Advisors Inc | 34,304 | $269.0K | 0.00% | +7,691+28.9% | Added |
| Northern Trust Corp | 34,967 | $274.1K | 0.00% | +8,239+30.8% | Added |
| Advisory Research Inc | 35,837 | $281.0K | 0.04% | −43,237−54.7% | Reduced |
| SG Americas Securities, LLC | 36,451 | $286.0K | 0.00% | +36,451 | New |
| Krilogy Financial LLC | 37,119 | $291.0K | 0.03% | −9,348−20.1% | Reduced |
| ERTS Wealth Advisors, LLC | 39,638 | $310.8K | 0.07% | −10,804−21.4% | Reduced |
| Raleigh Capital Management Inc. | 40,313 | $316.1K | 0.16% | −9,283−18.7% | Reduced |
| Royal Bank of Canada | 41,657 | $326.0K | 0.00% | −6,308−13.2% | Reduced |
| Retirement Group, LLC | 42,091 | $330.0K | 0.14% | +86+0.2% | Added |
| Copperleaf Capital, LLC | 43,384 | $340.1K | 0.32% | −1,276−2.9% | Reduced |
| Virtus ETF Advisers LLC | 44,163 | $346.2K | 0.21% | −535−1.2% | Reduced |
| Apollon Wealth Management, LLC | 45,397 | $355.9K | 0.02% | +22,150+95.3% | Added |
| Koshinski Asset Management, Inc. | 48,015 | $376.4K | 0.04% | −19,870−29.3% | Reduced |
| Commonwealth Equity Services, LLC | 50,263 | $394.0K | 0.00% | −2,572−4.9% | Reduced |
| Stifel Financial Corp | 52,117 | $408.6K | 0.00% | +2,075+4.1% | Added |
| PFG Advisors | 54,288 | $425.6K | 0.03% | −8,156−13.1% | Reduced |
| Mariner, LLC | 55,490 | $435.0K | 0.00% | −16,055−22.4% | Reduced |
| Retirement Financial Solutions, LLC | 59,798 | $468.8K | 0.32% | −26,051−30.3% | Reduced |
| Cetera Advisors LLC | 60,694 | $475.8K | 0.01% | −34,509−36.2% | Reduced |
| Mackenzie Financial Corp | 62,601 | $493.3K | 0.00% | −18,303−22.6% | Reduced |
| Ameriprise Financial Inc | 64,893 | $508.8K | 0.00% | +46,645+255.6% | Added |
| WNY Asset Management, LLC | 66,215 | $519.1K | 0.11% | +4,320+7.0% | Added |
| Bard Associates Inc | 70,272 | $550.9K | 0.21% | +1,000+1.4% | Added |
| Sunbelt Securities, Inc. | 70,316 | $551.3K | 0.08% | −5,136−6.8% | Reduced |
| StrategIQ Financial Group, LLC | 70,330 | $551.4K | 0.06% | −1,200−1.7% | Reduced |
| Marshall Wace, LLP | 77,255 | $605.7K | 0.00% | +77,255 | New |
| Emerald Mutual Fund Advisers Trust | 85,396 | $669.5K | 0.04% | 00.0% | Unchanged |
| Great West Life Assurance Co | 88,901 | $701.0K | 0.00% | +3,757+4.4% | Added |
| Riverbridge Partners LLC | 97,018 | $760.6K | 0.01% | −27,698−22.2% | Reduced |
| Captrust Financial Advisors | 99,602 | $780.9K | 0.00% | +1,261+1.3% | Added |
| Putnam Investments LLC | 102,099 | $800.5K | 0.00% | −51,023−33.3% | Reduced |
| HighTower Advisors, LLC | 108,052 | $847.0K | 0.00% | −3,418−3.1% | Reduced |
| Prime Capital Investment Advisors, LLC | 111,427 | $873.6K | 0.02% | +14,914+15.5% | Added |
| AE Wealth Management LLC | 124,196 | $974.9K | 0.01% | −20,147−14.0% | Reduced |
| Raymond James & Associates | 145,798 | $1.14M | 0.00% | −8,347−5.4% | Reduced |
| BI Asset Management Fondsmaeglerselskab A/S | 163,287 | $1.28M | 0.03% | +22,915+16.3% | Added |
| GraniteShares Advisors LLC | 171,691 | $1.35M | 1.21% | −1,826−1.1% | Reduced |
| McKinley Capital Management LLC /Delaware | 173,911 | $1.36M | 0.18% | −731−0.4% | Reduced |
| Credit Suisse AG | 175,599 | $1.38M | 0.00% | +21,599+14.0% | Added |
| Privium Fund Management (UK) Ltd | 175,599 | $1.38M | 1.09% | +21,599+14.0% | Added |
| Condor Capital Management | 197,250 | $1.55M | 0.19% | +23,919+13.8% | Added |
| LPL Financial LLC | 236,877 | $1.86M | 0.00% | −8,317−3.4% | Reduced |
| Skandinaviska Enskilda Banken AB (publ) | 239,440 | $1.88M | 0.01% | 00.0% | Unchanged |
| Sumitomo Mitsui Trust Holdings, Inc. | 255,487 | $2.00M | 0.00% | 00.0% | Unchanged |
| Muzinich & Co., Inc. | 255,487 | $2.00M | 1.77% | 00.0% | Unchanged |
| Hennion & Walsh Asset Management, Inc. | 279,416 | $2.19M | 0.13% | +43,996+18.7% | Added |
| Two Sigma Advisers, LP | 291,500 | $2.29M | 0.01% | −75,400−20.6% | Reduced |
| Millennium Management LLC | 308,052 | $2.42M | 0.00% | −563,137−64.6% | Reduced |
| Neuberger Berman Group LLC | 331,869 | $2.60M | 0.00% | +14,333+4.5% | Added |
| Morgan Stanley | 352,268 | $2.76M | 0.00% | +37,270+11.8% | Added |
| Cambridge Investment Research Advisors, Inc. | 358,442 | $2.81M | 0.01% | −32,898−8.4% | Reduced |
| Advisors Asset Management, Inc. | 372,293 | $2.92M | 0.06% | −69,454−15.7% | Reduced |
| Royce & Associates LP | 406,894 | $3.19M | 0.03% | 00.0% | Unchanged |
| Two Sigma Investments, LP | 477,957 | $3.75M | 0.01% | +174,796+57.7% | Added |
| Confluence Investment Management LLC | 486,068 | $3.81M | 0.06% | +3,780+0.8% | Added |
| Bulldog Investors, LLP | 519,686 | $4.07M | 1.35% | +20,894+4.2% | Added |
| Bank of America Corp | 579,236 | $4.54M | 0.00% | +216,790+59.8% | Added |
| Price T Rowe Associates Inc | 591,954 | $4.64M | 0.00% | −202,224−25.5% | Reduced |
| BlackRock Inc. | 602,080 | $4.72M | 0.00% | −23,374−3.7% | Reduced |
| Nicola Wealth Management Ltd. | 614,000 | $4.81M | 0.47% | 00.0% | Unchanged |
| Raymond James Financial Services Advisors, Inc. | 636,023 | $4.99M | 0.01% | +170,438+36.6% | Added |
| Almitas Capital LLC | 607,352 | $5.07M | 2.17% | +504,020+487.8% | Added |
| Advisor Group Holdings, Inc. | 658,295 | $5.15M | 0.01% | −30,347−4.4% | Reduced |
| Dimension Capital Management LLC | 752,332 | $5.90M | 1.28% | 00.0% | Unchanged |
| Legal & General Group Plc | 779,211 | $6.11M | 0.00% | +40,076+5.4% | Added |
| Cliffwater LLC | 920,728 | $7.22M | 2.37% | −345,695−27.3% | Reduced |