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 |
|---|---|---|---|---|---|
| Cetera Investment Advisers | 21,970 | $195.8K | 0.00% | +5,909+36.8% | Added |
| Envestnet Asset Management Inc | 22,391 | $199.5K | 0.00% | −4,020−15.2% | Reduced |
| Eagle Global Advisors LLC | 23,525 | $209.6K | 0.01% | +23,525 | New |
| Patriot Financial Group Insurance Agency, LLC | 23,754 | $211.6K | 0.04% | −3,752−13.6% | Reduced |
| Cetera Advisor Networks LLC | 24,196 | $215.6K | 0.00% | +11,872+96.3% | Added |
| Fisher Asset Management, LLC | 24,231 | $215.9K | 0.00% | −200−0.8% | Reduced |
| SeaCrest Wealth Management, LLC | 24,887 | $221.7K | 0.03% | +14+0.1% | Added |
| Davenport & Co LLC | 25,014 | $222.9K | 0.00% | +12,504+100.0% | Added |
| Claybrook Capital, LLC | 25,255 | $225.0K | 0.13% | 00.0% | Unchanged |
| Focus Financial Network, Inc. | 25,444 | $226.7K | 0.01% | −3,141−11.0% | Reduced |
| CWM, LLC | 25,452 | $227.0K | 0.00% | −2,510−9.0% | Reduced |
| Transcend Wealth Collective, LLC | 25,498 | $227.2K | 0.02% | 00.0% | Unchanged |
| Mercer Global Advisors Inc | 25,945 | $231.0K | 0.00% | −8,359−24.4% | Reduced |
| Sheaff Brock Investment Advisors, LLC | 26,206 | $233.5K | 0.02% | +50.0% | Added |
| Kovack Advisors, Inc. | 26,214 | $233.6K | 0.03% | +840+3.3% | Added |
| Y-Intercept (Hong Kong) Ltd | 26,411 | $235.3K | 0.02% | −1,907−6.7% | Reduced |
| Farther Finance Advisors, LLC | 26,458 | $235.7K | 0.04% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 26,877 | $239.5K | 0.12% | +1,226+4.8% | Added |
| Pinkerton Retirement Specialists, LLC | 26,970 | $240.3K | 0.05% | 00.0% | Unchanged |
| Ausdal Financial Partners, Inc. | 27,405 | $244.2K | 0.03% | −35−0.1% | Reduced |
| Triumph Capital Management | 27,429 | $244.4K | 0.11% | 00.0% | Unchanged |
| Wedbush Securities Inc | 28,777 | $256.0K | 0.01% | −4,958−14.7% | Reduced |
| Geneos Wealth Management Inc. | 28,811 | $256.7K | 0.01% | 00.0% | Unchanged |
| Cresset Asset Management, LLC | 29,057 | $258.9K | 0.00% | +585+2.1% | Added |
| Trexquant Investment LP | 29,064 | $259.0K | 0.01% | +29,064 | New |
| RMB Capital Management, LLC | 29,372 | $261.7K | 0.01% | 00.0% | Unchanged |
| Mirae Asset Global Investments Co., Ltd. | 30,146 | $268.6K | 0.00% | +845+2.9% | Added |
| Panoramic Investment Advisors, LLC | 30,912 | $275.4K | 0.25% | +30,912 | New |
| Castleview Partners, LLC | 31,322 | $279.1K | 0.26% | 00.0% | Unchanged |
| Susquehanna International Group, LLP | 31,327 | $279.1K | 0.00% | +31,327 | New |
| Advisory Research Inc | 31,720 | $282.6K | 0.04% | −4,117−11.5% | Reduced |
| Krilogy Financial LLC | 32,463 | $289.2K | 0.03% | −4,656−12.5% | Reduced |
| Arete Wealth Advisors, LLC | 33,287 | $296.6K | 0.05% | +33,287 | New |
| Guggenheim Capital LLC | 34,918 | $311.1K | 0.00% | +16,249+87.0% | Added |
| Copperleaf Capital, LLC | 38,066 | $339.2K | 0.37% | −5,318−12.3% | Reduced |
| ERTS Wealth Advisors, LLC | 39,638 | $353.2K | 0.09% | 00.0% | Unchanged |
| Northern Trust Corp | 39,989 | $356.3K | 0.00% | +5,022+14.4% | Added |
| Quadrature Capital Ltd | 40,029 | $356.9K | 0.01% | +20,479+104.8% | Added |
| Raleigh Capital Management Inc. | 40,623 | $362.0K | 0.18% | +310+0.8% | Added |
| ExodusPoint Capital Management, LP | 40,770 | $363.0K | 0.00% | +21,492+111.5% | Added |
| Cetera Advisors LLC | 41,810 | $372.5K | 0.01% | −18,884−31.1% | Reduced |
| PFG Advisors | 42,373 | $377.5K | 0.03% | −11,915−21.9% | Reduced |
| Winton Group Ltd | 42,513 | $378.8K | 0.03% | +42,513 | New |
| Mariner, LLC | 45,895 | $409.0K | 0.00% | −9,595−17.3% | Reduced |
| Royal Bank of Canada | 48,256 | $430.0K | 0.00% | +6,599+15.8% | Added |
| Koshinski Asset Management, Inc. | 48,615 | $433.2K | 0.05% | +600+1.2% | Added |
| Retirement Group, LLC | 52,562 | $468.3K | 0.20% | +10,471+24.9% | Added |
| Commonwealth Equity Services, LLC | 55,179 | $492.0K | 0.00% | +4,916+9.8% | Added |
| StrategIQ Financial Group, LLC | 55,880 | $497.9K | 0.06% | −14,450−20.5% | Reduced |
| Apollon Wealth Management, LLC | 56,469 | $503.1K | 0.03% | +11,072+24.4% | Added |
| Creative Planning | 56,611 | $504.4K | 0.00% | +28,765+103.3% | Added |
| Stifel Financial Corp | 65,061 | $579.7K | 0.00% | +12,944+24.8% | Added |
| Sunbelt Securities, Inc. | 67,488 | $601.3K | 0.08% | −2,828−4.0% | Reduced |
| Virtus ETF Advisers LLC | 70,128 | $624.8K | 0.38% | +25,965+58.8% | Added |
| Bard Associates Inc | 70,272 | $626.1K | 0.26% | 00.0% | Unchanged |
| WNY Asset Management, LLC | 75,830 | $675.6K | 0.13% | +9,615+14.5% | Added |
| Ameriprise Financial Inc | 86,006 | $766.3K | 0.00% | +21,113+32.5% | Added |
| Great West Life Assurance Co | 89,937 | $802.0K | 0.00% | +1,036+1.2% | Added |
| Captrust Financial Advisors | 95,195 | $848.2K | 0.00% | −4,407−4.4% | Reduced |
| AE Wealth Management LLC | 98,255 | $879.8K | 0.01% | −25,941−20.9% | Reduced |
| Alpine Global Management, LLC | 102,500 | $913.3K | 0.21% | +102,500 | New |
| HighTower Advisors, LLC | 103,719 | $925.0K | 0.00% | −4,333−4.0% | Reduced |
| Prime Capital Investment Advisors, LLC | 109,668 | $977.1K | 0.02% | −1,759−1.6% | Reduced |
| Cliffwater LLC | 110,063 | $980.7K | 0.32% | −810,665−88.0% | Reduced |
| Riverbridge Partners LLC | 110,896 | $988.1K | 0.01% | +13,878+14.3% | Added |
| Goldman Sachs Group Inc | 112,168 | $999.4K | 0.00% | +112,168 | New |
| Putnam Investments LLC | 117,146 | $1.04M | 0.00% | +15,047+14.7% | Added |
| LSV Asset Management | 140,500 | $1.25M | 0.00% | +140,500 | New |
| Tudor Investment Corp Et Al | 151,209 | $1.35M | 0.02% | +151,209 | New |
| Raymond James & Associates | 160,457 | $1.43M | 0.00% | +14,659+10.1% | Added |
| McKinley Capital Management LLC /Delaware | 164,333 | $1.46M | 0.21% | −9,578−5.5% | Reduced |
| BI Asset Management Fondsmaeglerselskab A/S | 167,998 | $1.50M | 0.03% | +4,711+2.9% | Added |
| GraniteShares Advisors LLC | 178,541 | $1.59M | 1.48% | +6,850+4.0% | Added |
| Sofos Investments, Inc. | 266,969 | $1.64M | 0.03% | +252,079+1,692.9% | Added |
| Condor Capital Management | 223,112 | $1.99M | 0.24% | +25,862+13.1% | Added |
| Skandinaviska Enskilda Banken AB (publ) | 239,440 | $2.13M | 0.01% | 00.0% | Unchanged |
| Sumitomo Mitsui Trust Holdings, Inc. | 255,487 | $2.28M | 0.00% | 00.0% | Unchanged |
| Muzinich & Co., Inc. | 256,743 | $2.29M | 2.01% | +1,256+0.5% | Added |
| LPL Financial LLC | 273,445 | $2.44M | 0.00% | +36,568+15.4% | Added |
| Prevail Innovative Wealth Advisors, LLC | 280,225 | $2.50M | 1.30% | +280,225 | New |
| Cambridge Investment Research Advisors, Inc. | 311,423 | $2.77M | 0.01% | −47,019−13.1% | Reduced |
| Neuberger Berman Group LLC | 347,141 | $3.09M | 0.00% | +15,272+4.6% | Added |
| Millennium Management LLC | 353,668 | $3.15M | 0.00% | +45,616+14.8% | Added |
| Morgan Stanley | 369,281 | $3.29M | 0.00% | +17,013+4.8% | Added |
| Hennion & Walsh Asset Management, Inc. | 379,703 | $3.38M | 0.22% | +100,287+35.9% | Added |
| Advisors Asset Management, Inc. | 395,948 | $3.53M | 0.08% | +23,655+6.4% | Added |
| Royce & Associates LP | 406,894 | $3.63M | 0.04% | 00.0% | Unchanged |
| BlackRock Inc. | 483,860 | $4.31M | 0.00% | −118,220−19.6% | Reduced |
| Confluence Investment Management LLC | 496,528 | $4.42M | 0.07% | +10,460+2.2% | Added |
| Bulldog Investors, LLP | 519,686 | $4.63M | 1.61% | 00.0% | Unchanged |
| Rivernorth Capital Management, LLC | 562,085 | $5.01M | 0.26% | −3,033,255−84.4% | Reduced |
| Price T Rowe Associates Inc | 591,954 | $5.28M | 0.00% | 00.0% | Unchanged |
| Raymond James Financial Services Advisors, Inc. | 655,932 | $5.84M | 0.01% | +19,909+3.1% | Added |
| Bank of America Corp | 732,947 | $6.53M | 0.00% | +153,711+26.5% | Added |
| Advisor Group Holdings, Inc. | 770,327 | $6.86M | 0.01% | +112,032+17.0% | Added |
| Legal & General Group Plc | 775,108 | $6.91M | 0.00% | −4,103−0.5% | Reduced |
| Dimension Capital Management LLC | 807,564 | $7.20M | 1.68% | +55,232+7.3% | Added |
| Nicola Wealth Management Ltd. | 614,000 | $7.40M | 0.80% | 00.0% | Unchanged |
| Two Sigma Advisers, LP | 831,200 | $7.41M | 0.02% | +539,700+185.1% | Added |
| Two Sigma Investments, LP | 875,208 | $7.80M | 0.02% | +397,251+83.1% | Added |