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 |
|---|---|---|---|---|---|
| Wells Fargo & Company | 1,282,331 | $10.1M | 0.00% | −348,352−21.4% | Reduced |
| Relative Value Partners Group, LLC | 1,419,558 | $11.1M | 0.72% | −50,376−3.4% | Reduced |
| Van Eck Associates Corp | 1,453,615 | $11.4M | 0.02% | +94,298+6.9% | Added |
| Punch & Associates Investment Management, Inc. | 1,552,636 | $12.2M | 0.74% | −22,806−1.4% | Reduced |
| UBS Group AG | 1,870,815 | $14.7M | 0.01% | −169,619−8.3% | Reduced |
| Callodine Capital Management, LP | 2,474,570 | $19.4M | 5.57% | +225,137+10.0% | Added |
| Private Management Group Inc | 2,953,034 | $23.2M | 0.98% | +593,979+25.2% | Added |
| Rivernorth Capital Management, LLC | 3,595,340 | $28.2M | 1.41% | −986,356−21.5% | Reduced |
| Ares Management LLC | 4,380,411 | $34.3M | 0.71% | 00.0% | Unchanged |
| Barings LLC | 13,639,681 | $106.9M | 3.61% | 00.0% | Unchanged |
| Clearbridge Investments, LLC | 0 | $0 | 0.00% | −382,372−100.0% | Sold out |
| Citadel Advisors LLC | 0 | $0 | 0.00% | −110,646−100.0% | Sold out |
| New Vernon Capital Holdings II LLC | 0 | $0 | 0.00% | −69,171−100.0% | Sold out |
| Dynamic Technology Lab Private Ltd | 0 | $0 | 0.00% | −59,584−100.0% | Sold out |
| Icon Advisers Inc | 0 | $0 | 0.00% | −45,000−100.0% | Sold out |
| MBM Wealth Consultants, LLC | 0 | $0 | 0.00% | −44,096−100.0% | Sold out |
| XTX Topco Ltd | 0 | $0 | 0.00% | −33,610−100.0% | Sold out |
| Arete Wealth Advisors, LLC | 0 | $0 | 0.00% | −23,443−100.0% | Sold out |
| Gsa Capital Partners LLP | 0 | $0 | 0.00% | −22,333−100.0% | Sold out |
| Level Four Advisory Services, LLC | 0 | $0 | 0.00% | −20,534−100.0% | Sold out |
| Acrisure Capital Management, LLC | 0 | $0 | 0.00% | −19,939−100.0% | Sold out |
| Belpointe Asset Management LLC | 0 | $0 | 0.00% | −16,587−100.0% | Sold out |
| Eagle Global Advisors LLC | 0 | $0 | 0.00% | −14,625−100.0% | Sold out |
| Qube Research & Technologies Ltd | 0 | $0 | 0.00% | −14,139−100.0% | Sold out |
| Jane Street Group, LLC | 0 | $0 | 0.00% | −13,871−100.0% | Sold out |
| Virtu Financial LLC | 0 | $0 | 0.00% | −12,793−100.0% | Sold out |
| Goldman Sachs Group Inc | 0 | $0 | 0.00% | −11,202−100.0% | Sold out |
| Sowell Financial Services LLC | 0 | $0 | 0.00% | −10,705−100.0% | Sold out |
| Cornerstone Wealth Management, LLC | 0 | $0 | 0.00% | −10,491−100.0% | Sold out |
| International Assets Investment Management, LLC | 0 | $0 | 0.00% | −10,136−100.0% | Sold out |
| Bradley Foster & Sargent Inc | 0 | $0 | 0.00% | −10,000−100.0% | Sold out |
| Fortis Capital Advisors, LLC | 0 | $0 | 0.00% | −8,264−100.0% | Sold out |
| Ameritas Advisory Services, LLC | 0 | $0 | 0.00% | −7,315−100.0% | Sold out |
| Advisory Services Network, LLC | 0 | $0 | 0.00% | −4,586−100.0% | Sold out |
| TCI Wealth Advisors, Inc. | 0 | $0 | 0.00% | −3,729−100.0% | Sold out |
| Umb Bank N A | 0 | $0 | 0.00% | −1,630−100.0% | Sold out |
| Accel Wealth Management | 0 | $0 | 0.00% | −1,169−100.0% | Sold out |
| HWG Holdings LP | 0 | $0 | 0.00% | −778−100.0% | Sold out |
| FMR LLC | 0 | $0 | 0.00% | −4−100.0% | Sold out |
| Householder Group Estate & Retirement Specialist, LLC | – | – | – | – | Not filed |
| Ahrens Investment Partners LLC | – | – | – | – | Not filed |