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, Q3 2023
Institutional positions in Barings BDC, Inc. as of Sep 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
- 209
- −1 vs. Q2 2023
- Shares held
- 48.9M
- −2.78M (−5.4%) vs. Q2 2023
- Total value
- $436.9M
- +$31.5M (+7.8%) vs. Q2 2023
- New holders
- 25
- 76 more added
- Sold out
- 26
- 52 more reduced
Compare with Q2 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, Q3 2023
Shares, value and share of portfolio for each institution holding Barings BDC, Inc.; share changes are against Q2 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Barings LLC | 13,639,681 | $121.5M | 4.15% | 00.0% | Unchanged |
| Ares Management LLC | 4,322,411 | $38.5M | 1.00% | −58,000−1.3% | Reduced |
| Private Management Group Inc | 2,947,475 | $26.3M | 1.08% | −5,559−0.2% | Reduced |
| Callodine Capital Management, LP | 2,445,929 | $21.8M | 6.08% | −28,641−1.2% | Reduced |
| UBS Group AG | 1,654,181 | $14.7M | 0.01% | −216,634−11.6% | Reduced |
| Punch & Associates Investment Management, Inc. | 1,531,671 | $13.6M | 0.87% | −20,965−1.4% | Reduced |
| Van Eck Associates Corp | 1,530,005 | $13.6M | 0.03% | +76,390+5.3% | Added |
| Relative Value Partners Group, LLC | 1,360,205 | $12.1M | 0.81% | −59,353−4.2% | Reduced |
| Wells Fargo & Company | 1,280,988 | $11.4M | 0.00% | −1,343−0.1% | Reduced |
| Two Sigma Investments, LP | 875,208 | $7.80M | 0.02% | +397,251+83.1% | Added |
| Two Sigma Advisers, LP | 831,200 | $7.41M | 0.02% | +539,700+185.1% | Added |
| Nicola Wealth Management Ltd. | 614,000 | $7.40M | 0.80% | 00.0% | Unchanged |
| Dimension Capital Management LLC | 807,564 | $7.20M | 1.68% | +55,232+7.3% | Added |
| Legal & General Group Plc | 775,108 | $6.91M | 0.00% | −4,103−0.5% | Reduced |
| Advisor Group Holdings, Inc. | 770,327 | $6.86M | 0.01% | +112,032+17.0% | Added |
| Bank of America Corp | 732,947 | $6.53M | 0.00% | +153,711+26.5% | Added |
| Raymond James Financial Services Advisors, Inc. | 655,932 | $5.84M | 0.01% | +19,909+3.1% | Added |
| Price T Rowe Associates Inc | 591,954 | $5.28M | 0.00% | 00.0% | Unchanged |
| Rivernorth Capital Management, LLC | 562,085 | $5.01M | 0.26% | −3,033,255−84.4% | Reduced |
| Bulldog Investors, LLP | 519,686 | $4.63M | 1.61% | 00.0% | Unchanged |
| Confluence Investment Management LLC | 496,528 | $4.42M | 0.07% | +10,460+2.2% | Added |
| BlackRock Inc. | 483,860 | $4.31M | 0.00% | −118,220−19.6% | Reduced |
| Royce & Associates LP | 406,894 | $3.63M | 0.04% | 00.0% | Unchanged |
| Advisors Asset Management, Inc. | 395,948 | $3.53M | 0.08% | +23,655+6.4% | Added |
| Hennion & Walsh Asset Management, Inc. | 379,703 | $3.38M | 0.22% | +100,287+35.9% | Added |
| Morgan Stanley | 369,281 | $3.29M | 0.00% | +17,013+4.8% | Added |
| Millennium Management LLC | 353,668 | $3.15M | 0.00% | +45,616+14.8% | Added |
| Neuberger Berman Group LLC | 347,141 | $3.09M | 0.00% | +15,272+4.6% | Added |
| Cambridge Investment Research Advisors, Inc. | 311,423 | $2.77M | 0.01% | −47,019−13.1% | Reduced |
| Prevail Innovative Wealth Advisors, LLC | 280,225 | $2.50M | 1.30% | +280,225 | New |
| LPL Financial LLC | 273,445 | $2.44M | 0.00% | +36,568+15.4% | Added |
| Muzinich & Co., Inc. | 256,743 | $2.29M | 2.01% | +1,256+0.5% | Added |
| Sumitomo Mitsui Trust Holdings, Inc. | 255,487 | $2.28M | 0.00% | 00.0% | Unchanged |
| Skandinaviska Enskilda Banken AB (publ) | 239,440 | $2.13M | 0.01% | 00.0% | Unchanged |
| Condor Capital Management | 223,112 | $1.99M | 0.24% | +25,862+13.1% | Added |
| Sofos Investments, Inc. | 266,969 | $1.64M | 0.03% | +252,079+1,692.9% | Added |
| GraniteShares Advisors LLC | 178,541 | $1.59M | 1.48% | +6,850+4.0% | Added |
| BI Asset Management Fondsmaeglerselskab A/S | 167,998 | $1.50M | 0.03% | +4,711+2.9% | Added |
| McKinley Capital Management LLC /Delaware | 164,333 | $1.46M | 0.21% | −9,578−5.5% | Reduced |
| Raymond James & Associates | 160,457 | $1.43M | 0.00% | +14,659+10.1% | Added |
| Tudor Investment Corp Et Al | 151,209 | $1.35M | 0.02% | +151,209 | New |
| LSV Asset Management | 140,500 | $1.25M | 0.00% | +140,500 | New |
| Putnam Investments LLC | 117,146 | $1.04M | 0.00% | +15,047+14.7% | Added |
| Goldman Sachs Group Inc | 112,168 | $999.4K | 0.00% | +112,168 | New |
| Riverbridge Partners LLC | 110,896 | $988.1K | 0.01% | +13,878+14.3% | Added |
| Cliffwater LLC | 110,063 | $980.7K | 0.32% | −810,665−88.0% | Reduced |
| Prime Capital Investment Advisors, LLC | 109,668 | $977.1K | 0.02% | −1,759−1.6% | Reduced |
| HighTower Advisors, LLC | 103,719 | $925.0K | 0.00% | −4,333−4.0% | Reduced |
| Alpine Global Management, LLC | 102,500 | $913.3K | 0.21% | +102,500 | New |
| AE Wealth Management LLC | 98,255 | $879.8K | 0.01% | −25,941−20.9% | Reduced |
| Captrust Financial Advisors | 95,195 | $848.2K | 0.00% | −4,407−4.4% | Reduced |
| Great West Life Assurance Co | 89,937 | $802.0K | 0.00% | +1,036+1.2% | Added |
| Ameriprise Financial Inc | 86,006 | $766.3K | 0.00% | +21,113+32.5% | Added |
| WNY Asset Management, LLC | 75,830 | $675.6K | 0.13% | +9,615+14.5% | Added |
| Bard Associates Inc | 70,272 | $626.1K | 0.26% | 00.0% | Unchanged |
| Virtus ETF Advisers LLC | 70,128 | $624.8K | 0.38% | +25,965+58.8% | Added |
| Sunbelt Securities, Inc. | 67,488 | $601.3K | 0.08% | −2,828−4.0% | Reduced |
| Stifel Financial Corp | 65,061 | $579.7K | 0.00% | +12,944+24.8% | Added |
| Creative Planning | 56,611 | $504.4K | 0.00% | +28,765+103.3% | Added |
| Apollon Wealth Management, LLC | 56,469 | $503.1K | 0.03% | +11,072+24.4% | Added |
| StrategIQ Financial Group, LLC | 55,880 | $497.9K | 0.06% | −14,450−20.5% | Reduced |
| Commonwealth Equity Services, LLC | 55,179 | $492.0K | 0.00% | +4,916+9.8% | Added |
| Retirement Group, LLC | 52,562 | $468.3K | 0.20% | +10,471+24.9% | Added |
| Koshinski Asset Management, Inc. | 48,615 | $433.2K | 0.05% | +600+1.2% | Added |
| Royal Bank of Canada | 48,256 | $430.0K | 0.00% | +6,599+15.8% | Added |
| Mariner, LLC | 45,895 | $409.0K | 0.00% | −9,595−17.3% | Reduced |
| Winton Group Ltd | 42,513 | $378.8K | 0.03% | +42,513 | New |
| PFG Advisors | 42,373 | $377.5K | 0.03% | −11,915−21.9% | Reduced |
| Cetera Advisors LLC | 41,810 | $372.5K | 0.01% | −18,884−31.1% | Reduced |
| ExodusPoint Capital Management, LP | 40,770 | $363.0K | 0.00% | +21,492+111.5% | Added |
| Raleigh Capital Management Inc. | 40,623 | $362.0K | 0.18% | +310+0.8% | Added |
| Quadrature Capital Ltd | 40,029 | $356.9K | 0.01% | +20,479+104.8% | Added |
| Northern Trust Corp | 39,989 | $356.3K | 0.00% | +5,022+14.4% | Added |
| ERTS Wealth Advisors, LLC | 39,638 | $353.2K | 0.09% | 00.0% | Unchanged |
| Copperleaf Capital, LLC | 38,066 | $339.2K | 0.37% | −5,318−12.3% | Reduced |
| Guggenheim Capital LLC | 34,918 | $311.1K | 0.00% | +16,249+87.0% | Added |
| Arete Wealth Advisors, LLC | 33,287 | $296.6K | 0.05% | +33,287 | New |
| Krilogy Financial LLC | 32,463 | $289.2K | 0.03% | −4,656−12.5% | Reduced |
| Advisory Research Inc | 31,720 | $282.6K | 0.04% | −4,117−11.5% | Reduced |
| Susquehanna International Group, LLP | 31,327 | $279.1K | 0.00% | +31,327 | New |
| Castleview Partners, LLC | 31,322 | $279.1K | 0.26% | 00.0% | Unchanged |
| Panoramic Investment Advisors, LLC | 30,912 | $275.4K | 0.25% | +30,912 | New |
| Mirae Asset Global Investments Co., Ltd. | 30,146 | $268.6K | 0.00% | +845+2.9% | Added |
| RMB Capital Management, LLC | 29,372 | $261.7K | 0.01% | 00.0% | Unchanged |
| Trexquant Investment LP | 29,064 | $259.0K | 0.01% | +29,064 | New |
| Cresset Asset Management, LLC | 29,057 | $258.9K | 0.00% | +585+2.1% | Added |
| Geneos Wealth Management Inc. | 28,811 | $256.7K | 0.01% | 00.0% | Unchanged |
| Wedbush Securities Inc | 28,777 | $256.0K | 0.01% | −4,958−14.7% | Reduced |
| Triumph Capital Management | 27,429 | $244.4K | 0.11% | 00.0% | Unchanged |
| Ausdal Financial Partners, Inc. | 27,405 | $244.2K | 0.03% | −35−0.1% | Reduced |
| Pinkerton Retirement Specialists, LLC | 26,970 | $240.3K | 0.05% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 26,877 | $239.5K | 0.12% | +1,226+4.8% | Added |
| Farther Finance Advisors, LLC | 26,458 | $235.7K | 0.04% | 00.0% | Unchanged |
| Y-Intercept (Hong Kong) Ltd | 26,411 | $235.3K | 0.02% | −1,907−6.7% | Reduced |
| Kovack Advisors, Inc. | 26,214 | $233.6K | 0.03% | +840+3.3% | Added |
| Sheaff Brock Investment Advisors, LLC | 26,206 | $233.5K | 0.02% | +50.0% | Added |
| Mercer Global Advisors Inc | 25,945 | $231.0K | 0.00% | −8,359−24.4% | Reduced |
| Transcend Wealth Collective, LLC | 25,498 | $227.2K | 0.02% | 00.0% | Unchanged |
| CWM, LLC | 25,452 | $227.0K | 0.00% | −2,510−9.0% | Reduced |
| Focus Financial Network, Inc. | 25,444 | $226.7K | 0.01% | −3,141−11.0% | Reduced |