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 |
|---|---|---|---|---|---|
| Huntington National Bank | 1 | $9 | 0.00% | 00.0% | Unchanged |
| FMR LLC | 1 | $9 | 0.00% | +1 | New |
| Focused Wealth Management, Inc | 7 | $62 | 0.00% | 00.0% | Unchanged |
| Group One Trading, L.P. | 200 | $1.78K | 0.00% | +200 | New |
| Thompson Investment Management, Inc. | 278 | $2.48K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 280 | $2.50K | 0.00% | −17,986−98.5% | Reduced |
| IFP Advisors, Inc | 400 | $3.56K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 547 | $4.00K | 0.00% | 00.0% | Unchanged |
| Earnest Partners LLC | 500 | $4.46K | 0.00% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 635 | $5.66K | 0.00% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 640 | $5.70K | 0.00% | 00.0% | Unchanged |
| Citigroup Inc | 705 | $6.28K | 0.00% | 00.0% | Unchanged |
| Fortis Group Advisors, LLC | 722 | $6.43K | 0.00% | +722 | New |
| Lindbrook Capital, LLC | 917 | $8.17K | 0.00% | −807−46.8% | Reduced |
| National Bank of Canada | 1,000 | $8.66K | 0.00% | 00.0% | Unchanged |
| Founders Capital Management | 979 | $8.72K | 0.01% | 00.0% | Unchanged |
| Citizens National Bank Trust Department | 1,139 | $10.1K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 1,163 | $10.4K | 0.00% | −873−42.9% | Reduced |
| US Bancorp | 1,425 | $12.7K | 0.00% | +762+114.9% | Added |
| Pinnacle Bancorp, Inc. | 1,665 | $14.8K | 0.01% | 00.0% | Unchanged |
| TSFG, LLC | 1,686 | $15.0K | 0.01% | 00.0% | Unchanged |
| KB Financial Partners, LLC | 1,760 | $16.0K | 0.00% | 00.0% | Unchanged |
| Caldwell Sutter Capital, Inc. | 1,958 | $17.4K | 0.01% | 00.0% | Unchanged |
| Hollencrest Capital Management | 2,159 | $19.2K | 0.00% | +60+2.9% | Added |
| Cullen/Frost Bankers, Inc. | 2,193 | $19.5K | 0.00% | 00.0% | Unchanged |
| Cooperman Leon G | 2,643 | $23.2K | 0.00% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 2,713 | $24.2K | 0.01% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 2,805 | $25.0K | 0.00% | −8,198−74.5% | Reduced |
| Harbour Investments, Inc. | 3,016 | $26.9K | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 3,316 | $29.5K | 0.00% | +123+3.9% | Added |
| Tyler-Stone Wealth Management | 3,823 | $34.0K | 0.02% | 00.0% | Unchanged |
| Proequities, Inc. | 3,881 | $34.6K | 0.00% | 00.0% | Unchanged |
| Stonebridge Capital Advisors LLC | 4,102 | $36.5K | 0.00% | 00.0% | Unchanged |
| Johnson Financial Group, Inc. | 4,414 | $39.3K | 0.00% | +4,414 | New |
| Parallel Advisors, LLC | 4,672 | $41.6K | 0.00% | +304+7.0% | Added |
| Oliver Lagore Vanvalin Investment Group | 4,760 | $42.4K | 0.02% | −240−4.8% | Reduced |
| Northwestern Mutual Wealth Management Co | 5,183 | $46.2K | 0.00% | +67+1.3% | Added |
| Cape Investment Advisory, Inc. | 6,479 | $57.7K | 0.03% | +4,180+181.8% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 6,732 | $60.0K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 6,756 | $60.2K | 0.01% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 6,828 | $60.8K | 0.01% | +870+14.6% | Added |
| First Personal Financial Services | 7,823 | $69.7K | 0.02% | +220+2.9% | Added |
| Signaturefd, LLC | 9,414 | $83.9K | 0.00% | +3,122+49.6% | Added |
| Money Concepts Capital Corp | 10,000 | $89.1K | 0.01% | 00.0% | Unchanged |
| Hilltop Holdings Inc. | 10,145 | $90.4K | 0.01% | 00.0% | Unchanged |
| Oak Harbor Wealth Partners, LLC | 10,328 | $92.0K | 0.03% | +50.0% | Added |
| MBM Wealth Consultants, LLC | 10,264 | $92.1K | 0.04% | +10,264 | New |
| Soltis Investment Advisors LLC | 10,371 | $92.4K | 0.01% | +61+0.6% | Added |
| Jane Street Group, LLC | 10,484 | $93.4K | 0.00% | +10,484 | New |
| Brookstone Capital Management | 10,496 | $93.4K | 0.00% | −562−5.1% | Reduced |
| Pathstone Family Office, LLC | 10,531 | $93.8K | 0.00% | +249+2.4% | Added |
| Capital Investment Advisory Services, LLC | 10,670 | $95.1K | 0.01% | −1,500−12.3% | Reduced |
| Allianz Asset Management GmbH | 10,814 | $96.4K | 0.00% | 00.0% | Unchanged |
| Retirement Financial Solutions, LLC | 11,218 | $100.0K | 0.07% | −48,580−81.2% | Reduced |
| Gradient Investments LLC | 11,381 | $101.4K | 0.00% | 00.0% | Unchanged |
| RFG Advisory, LLC | 11,406 | $101.6K | 0.00% | 00.0% | Unchanged |
| Sigma Planning Corp | 11,523 | $102.7K | 0.00% | +898+8.5% | Added |
| Spire Wealth Management | 11,664 | $103.9K | 0.00% | −1,124−8.8% | Reduced |
| Advisory Alpha, LLC | 11,678 | $104.1K | 0.01% | +271+2.4% | Added |
| Almitas Capital LLC | 11,747 | $104.7K | 0.05% | −595,605−98.1% | Reduced |
| Sound Income Strategies, LLC | 11,890 | $105.9K | 0.01% | +11,890 | New |
| Dynamic Technology Lab Private Ltd | 11,858 | $106.0K | 0.01% | +11,858 | New |
| JT Stratford LLC | 11,954 | $106.5K | 0.03% | +11,954 | New |
| Truist Financial Corp | 12,443 | $110.9K | 0.00% | +637+5.4% | Added |
| Stephens Inc | 12,897 | $114.9K | 0.00% | −549−4.1% | Reduced |
| Register Financial Advisors LLC | 12,944 | $115.3K | 0.08% | −1,763−12.0% | Reduced |
| Brown Advisory Inc | 13,200 | $117.6K | 0.00% | 00.0% | Unchanged |
| ProShare Advisors LLC | 13,460 | $119.9K | 0.00% | +13,460 | New |
| Flagship Harbor Advisors, LLC | 13,570 | $120.9K | 0.01% | +83+0.6% | Added |
| Beaumont Financial Advisors, LLC | 13,587 | $121.1K | 0.01% | +383+2.9% | Added |
| Ignite Planners, LLC | 13,456 | $121.6K | 0.04% | +13,456 | New |
| Cozad Asset Management Inc | 13,874 | $123.6K | 0.02% | 00.0% | Unchanged |
| Mission Wealth Management, LP | 14,285 | $127.3K | 0.00% | 00.0% | Unchanged |
| Nicholas Hoffman & Company, LLC. | 14,354 | $127.9K | 0.01% | 00.0% | Unchanged |
| Founders Financial Securities LLC | 14,415 | $128.4K | 0.02% | −4,323−23.1% | Reduced |
| Steward Partners Investment Advisory, LLC | 14,475 | $129.0K | 0.00% | +3,494+31.8% | Added |
| First National Trust Co | 14,686 | $130.9K | 0.01% | 00.0% | Unchanged |
| Aquatic Capital Management LLC | 14,800 | $132.0K | 0.01% | +4,831+48.5% | Added |
| Atomi Financial Group, Inc. | 15,480 | $136.3K | 0.05% | +2,978+23.8% | Added |
| Citadel Advisors LLC | 15,388 | $137.1K | 0.00% | +15,388 | New |
| WealthPlan Investment Management, LLC | 15,431 | $137.5K | 0.02% | 00.0% | Unchanged |
| Cobblestone Capital Advisors LLC | 15,460 | $137.7K | 0.01% | +1,915+14.1% | Added |
| Farmers & Merchants Trust Co of Long Beach | 16,629 | $148.2K | 0.04% | +239+1.5% | Added |
| Western Wealth Management, LLC | 16,928 | $150.8K | 0.01% | 00.0% | Unchanged |
| Qube Research & Technologies Ltd | 17,017 | $151.6K | 0.00% | +17,017 | New |
| BKD Wealth Advisors, LLC | 17,333 | $154.4K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 17,639 | $157.7K | 0.01% | −1,130−6.0% | Reduced |
| Capital Advisory Group Advisory Services, LLC | 17,800 | $158.6K | 0.09% | +500+2.9% | Added |
| Hutchens & Kramer Investment Management Group, LLC | 18,457 | $161.7K | 0.13% | −4,769−20.5% | Reduced |
| Quantbot Technologies LP | 18,631 | $166.0K | 0.01% | +2,191+13.3% | Added |
| Allworth Financial LP | 18,634 | $166.0K | 0.00% | +24+0.1% | Added |
| Kestra Advisory Services, LLC | 19,562 | $174.3K | 0.00% | +273+1.4% | Added |
| Redwood Financial Network Corp | 19,747 | $175.9K | 0.19% | +59+0.3% | Added |
| Empirical Asset Management, LLC | 19,749 | $176.0K | 0.15% | +556+2.9% | Added |
| Arkadios Wealth Advisors | 19,814 | $176.5K | 0.02% | +4,904+32.9% | Added |
| AlphaStar Capital Management, LLC | 19,889 | $177.2K | 0.02% | 00.0% | Unchanged |
| Foundations Investment Advisors, LLC | 19,954 | $177.8K | 0.01% | −119−0.6% | Reduced |
| SG Americas Securities, LLC | 20,491 | $183.0K | 0.00% | −15,960−43.8% | Reduced |
| BFSG, LLC | 20,910 | $186.0K | 0.03% | +20,910 | New |
| Greenwich Investment Management, Inc. | 21,231 | $189.0K | 0.15% | −1,137−5.1% | Reduced |