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 |
|---|---|---|---|---|---|
| Wells Fargo & Company | 1,280,988 | $11.4M | 0.00% | −1,343−0.1% | Reduced |
| Relative Value Partners Group, LLC | 1,360,205 | $12.1M | 0.81% | −59,353−4.2% | Reduced |
| Van Eck Associates Corp | 1,530,005 | $13.6M | 0.03% | +76,390+5.3% | Added |
| Punch & Associates Investment Management, Inc. | 1,531,671 | $13.6M | 0.87% | −20,965−1.4% | Reduced |
| UBS Group AG | 1,654,181 | $14.7M | 0.01% | −216,634−11.6% | Reduced |
| Callodine Capital Management, LP | 2,445,929 | $21.8M | 6.08% | −28,641−1.2% | Reduced |
| Private Management Group Inc | 2,947,475 | $26.3M | 1.08% | −5,559−0.2% | Reduced |
| Ares Management LLC | 4,322,411 | $38.5M | 1.00% | −58,000−1.3% | Reduced |
| Barings LLC | 13,639,681 | $121.5M | 4.15% | 00.0% | Unchanged |
| Privium Fund Management (UK) Ltd | 0 | $0 | 0.00% | −175,599−100.0% | Sold out |
| Credit Suisse AG | 0 | $0 | 0.00% | −175,599−100.0% | Sold out |
| Emerald Mutual Fund Advisers Trust | 0 | $0 | 0.00% | −85,396−100.0% | Sold out |
| Marshall Wace, LLP | 0 | $0 | 0.00% | −77,255−100.0% | Sold out |
| Mackenzie Financial Corp | 0 | $0 | 0.00% | −62,601−100.0% | Sold out |
| Change Path, LLC | 0 | $0 | 0.00% | −32,974−100.0% | Sold out |
| Steel Peak Wealth Management LLC | 0 | $0 | 0.00% | −29,000−100.0% | Sold out |
| JPMorgan Chase & Co | 0 | $0 | 0.00% | −23,600−100.0% | Sold out |
| MQS Management LLC | 0 | $0 | 0.00% | −21,516−100.0% | Sold out |
| Truadvice, LLC | 0 | $0 | 0.00% | −17,867−100.0% | Sold out |
| Kingswood Wealth Advisors, LLC | 0 | $0 | 0.00% | −18,290−100.0% | Sold out |
| Aurora Private Wealth, Inc. | 0 | $0 | 0.00% | −15,663−100.0% | Sold out |
| Arlington Capital Management, Inc. | 0 | $0 | 0.00% | −15,133−100.0% | Sold out |
| Cubist Systematic Strategies, LLC | 0 | $0 | 0.00% | −14,143−100.0% | Sold out |
| Camelot Portfolios, LLC | 0 | $0 | 0.00% | −13,773−100.0% | Sold out |
| Atria Wealth Solutions, Inc. | 0 | $0 | 0.00% | −13,090−100.0% | Sold out |
| Campbell & CO Investment Adviser LLC | 0 | $0 | 0.00% | −11,881−100.0% | Sold out |
| Resources Investment Advisors, LLC. | 0 | $0 | 0.00% | −11,582−100.0% | Sold out |
| Schonfeld Strategic Advisors LLC | 0 | $0 | 0.00% | −10,300−100.0% | Sold out |
| Bouchey Financial Group Ltd | 0 | $0 | 0.00% | −10,276−100.0% | Sold out |
| Simplex Trading, LLC | 0 | $0 | 0.00% | −2,324−100.0% | Sold out |
| Assetmark, Inc | 0 | $0 | 0.00% | −1,325−100.0% | Sold out |
| Coppell Advisory Solutions LLC | 0 | $0 | 0.00% | −993−100.0% | Sold out |
| Cary Street Partner Investment Advisory LLC | 0 | $0 | 0.00% | −750−100.0% | Sold out |
| Nomura Asset Management Co Ltd | 0 | $0 | 0.00% | −711−100.0% | Sold out |
| Ancora Advisors, LLC | 0 | $0 | 0.00% | −500−100.0% | Sold out |