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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
Fisher Asset Management, LLC24,431$191.5K0.00%−2,264−8.5%Reduced
JPMorgan Chase & Co23,600$185.0K0.00%+10,069+74.4%Added
Hutchens & Kramer Investment Management Group, LLC23,226$182.1K0.15%00.0%Unchanged
Greenwich Investment Management, Inc.22,368$175.0K0.13%+665+3.1%Added
MQS Management LLC21,516$168.7K0.11%+21,516New
Truadvice, LLC17,867$160.1K0.06%00.0%Unchanged
Foundations Investment Advisors, LLC20,073$157.4K0.01%+1,705+9.3%Added
AlphaStar Capital Management, LLC19,889$155.9K0.02%00.0%Unchanged
Redwood Financial Network Corp19,688$154.4K0.14%−1,248−6.0%Reduced
Quadrature Capital Ltd19,550$153.2K0.00%+19,550New
Kestra Advisory Services, LLC19,289$151.2K0.00%+1,560+8.8%Added
ExodusPoint Capital Management, LP19,278$151.0K0.00%+7,488+63.5%Added
Empirical Asset Management, LLC19,193$150.5K0.13%+588+3.2%Added
Global Retirement Partners, LLC18,769$147.1K0.01%−5,140−21.5%Reduced
Founders Financial Securities LLC18,738$146.9K0.02%00.0%Unchanged
Guggenheim Capital LLC18,669$146.4K0.00%+4,949+36.1%Added
Allworth Financial LP18,610$145.9K0.00%−1,587−7.9%Reduced
Kingswood Wealth Advisors, LLC18,290$143.4K0.05%+18,290New
Tower Research Capital LLC (TRC)18,266$143.2K0.00%+18,266New
Capital Advisory Group Advisory Services, LLC17,300$136.0K0.10%00.0%Unchanged
BKD Wealth Advisors, LLC17,333$135.9K0.00%00.0%Unchanged
Western Wealth Management, LLC16,928$132.7K0.01%+215+1.3%Added
Quantbot Technologies LP16,440$128.9K0.01%+16,440New
Farmers & Merchants Trust Co of Long Beach16,390$128.5K0.03%+16,390New
Cetera Investment Advisers16,061$125.9K0.00%−3,896−19.5%Reduced
Aurora Private Wealth, Inc.15,663$123.0K0.14%−11,550−42.4%Reduced
WealthPlan Investment Management, LLC15,431$121.0K0.04%00.0%Unchanged
Arlington Capital Management, Inc.15,133$118.6K0.10%+15,133New
Arkadios Wealth Advisors14,910$116.9K0.01%−1,503−9.2%Reduced
Register Financial Advisors LLC14,707$115.3K0.08%+39+0.3%Added
First National Trust Co14,686$115.1K0.01%00.0%Unchanged
Nicholas Hoffman & Company, LLC.14,354$112.5K0.00%00.0%Unchanged
Mission Wealth Management, LP14,285$112.0K0.00%00.0%Unchanged
Cubist Systematic Strategies, LLC14,143$110.9K0.00%−7,112−33.5%Reduced
Cozad Asset Management Inc13,874$108.8K0.01%00.0%Unchanged
Camelot Portfolios, LLC13,773$108.0K0.07%00.0%Unchanged
Cobblestone Capital Advisors LLC13,545$106.2K0.01%+13,545New
Flagship Harbor Advisors, LLC13,487$105.7K0.01%−1,222−8.3%Reduced
Stephens Inc13,446$105.4K0.00%00.0%Unchanged
Beaumont Financial Advisors, LLC13,204$103.5K0.01%+404+3.2%Added
Brown Advisory Inc13,200$103.5K0.00%00.0%Unchanged
Atria Wealth Solutions, Inc.13,090$102.6K0.00%+145+1.1%Added
Spire Wealth Management12,788$100.3K0.00%+2,533+24.7%Added
Davenport & Co LLC12,510$98.1K0.00%−1,369−9.9%Reduced
Atomi Financial Group, Inc.12,502$97.9K0.04%+12,502New
Cetera Advisor Networks LLC12,324$96.6K0.00%−284−2.3%Reduced
Capital Investment Advisory Services, LLC12,170$95.4K0.01%00.0%Unchanged
Campbell & CO Investment Adviser LLC11,881$93.1K0.02%+11,881New
Truist Financial Corp11,806$92.6K0.00%−4,000−25.3%Reduced
Resources Investment Advisors, LLC.11,582$90.8K0.00%−3,116−21.2%Reduced
Advisory Alpha, LLC11,407$89.4K0.00%+11,407New
RFG Advisory, LLC11,406$89.4K0.00%00.0%Unchanged
Gradient Investments LLC11,381$89.2K0.00%00.0%Unchanged
Creative Financial Designs Inc11,003$86.3K0.01%00.0%Unchanged
Steward Partners Investment Advisory, LLC10,981$86.1K0.00%−1,387−11.2%Reduced
Brookstone Capital Management11,058$85.4K0.00%+10.0%Added
Allianz Asset Management GmbH10,814$84.8K0.00%+10,814New
Sigma Planning Corp10,625$83.3K0.00%+32+0.3%Added
Oak Harbor Wealth Partners, LLC10,323$80.9K0.03%+50.0%Added
Soltis Investment Advisors LLC10,310$80.8K0.01%+253+2.5%Added
Schonfeld Strategic Advisors LLC10,300$80.8K0.00%+10,300New
Pathstone Family Office, LLC10,282$80.6K0.00%00.0%Unchanged
Bouchey Financial Group Ltd10,276$80.6K0.01%00.0%Unchanged
Hilltop Holdings Inc.10,145$79.5K0.01%00.0%Unchanged
Money Concepts Capital Corp10,000$78.4K0.01%00.0%Unchanged
Aquatic Capital Management LLC9,969$78.0K0.00%+9,969New
First Personal Financial Services7,603$59.6K0.01%+233+3.2%Added
Larson Financial Group LLC6,756$53.0K0.01%−3,000−30.8%Reduced
Nelson, Van Denburg & Campbell Wealth Management Group, LLC6,732$52.8K0.00%00.0%Unchanged
Signaturefd, LLC6,292$49.3K0.00%−686−9.8%Reduced
Quadrant Capital Group LLC5,958$46.7K0.00%−4,473−42.9%Reduced
Northwestern Mutual Wealth Management Co5,116$40.1K0.00%+72+1.4%Added
Oliver Lagore Vanvalin Investment Group5,000$39.2K0.01%+5,000New
Parallel Advisors, LLC4,368$34.2K0.00%+940+27.4%Added
Stonebridge Capital Advisors LLC4,102$32.2K0.00%00.0%Unchanged
Proequities, Inc.3,881$30.4K0.00%00.0%Unchanged
Tyler-Stone Wealth Management3,823$30.0K0.02%+3,823New
GWM Advisors LLC3,193$25.0K0.00%00.0%Unchanged
Harbour Investments, Inc.3,016$23.6K0.00%−5,110−62.9%Reduced
Moisand Fitzgerald Tamayo, LLC2,713$21.3K0.00%00.0%Unchanged
Cooperman Leon G2,643$20.7K0.00%00.0%Unchanged
Cape Investment Advisory, Inc.2,299$18.0K0.01%+70+3.1%Added
Simplex Trading, LLC2,324$18.0K0.00%−3,298−58.7%Reduced
Cullen/Frost Bankers, Inc.2,193$17.2K0.00%00.0%Unchanged
Hollencrest Capital Management2,099$16.5K0.00%+64+3.1%Added
Private Trust Co NA2,036$16.0K0.00%−877−30.1%Reduced
Caldwell Sutter Capital, Inc.1,958$15.4K0.01%00.0%Unchanged
KB Financial Partners, LLC1,760$14.0K0.00%00.0%Unchanged
Lindbrook Capital, LLC1,724$13.5K0.00%+437+34.0%Added
Pinnacle Bancorp, Inc.1,665$13.1K0.00%00.0%Unchanged
TSFG, LLC1,686$13.0K0.00%00.0%Unchanged
Assetmark, Inc1,325$10.4K0.00%−327−19.8%Reduced
Citizens National Bank Trust Department1,139$8.93K0.00%00.0%Unchanged
National Bank of Canada1,000$7.82K0.00%00.0%Unchanged
Coppell Advisory Solutions LLC993$7.82K0.00%+993New
Founders Capital Management979$7.67K0.01%00.0%Unchanged
Cary Street Partner Investment Advisory LLC750$5.88K0.00%+750New
Nomura Asset Management Co Ltd711$5.57K0.00%−372−34.3%Reduced
Citigroup Inc705$5.53K0.00%00.0%Unchanged
US Bancorp663$5.20K0.00%−976−59.5%Reduced