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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, 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.

Institutional holdersQ3 2023: 209 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 heldQ3 2023: $436.9M
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, Q3 2023

Shares, value and share of portfolio for each institution holding Barings BDC, Inc.; share changes are against Q2 2023.

Institutions holding BBDC in Q3 2023
InstitutionSharesValue% of portfolioChange in sharesAction
Claybrook Capital, LLC25,255$225.0K0.13%00.0%Unchanged
Davenport & Co LLC25,014$222.9K0.00%+12,504+100.0%Added
SeaCrest Wealth Management, LLC24,887$221.7K0.03%+14+0.1%Added
Fisher Asset Management, LLC24,231$215.9K0.00%−200−0.8%Reduced
Cetera Advisor Networks LLC24,196$215.6K0.00%+11,872+96.3%Added
Patriot Financial Group Insurance Agency, LLC23,754$211.6K0.04%−3,752−13.6%Reduced
Eagle Global Advisors LLC23,525$209.6K0.01%+23,525New
Envestnet Asset Management Inc22,391$199.5K0.00%−4,020−15.2%Reduced
Cetera Investment Advisers21,970$195.8K0.00%+5,909+36.8%Added
Greenwich Investment Management, Inc.21,231$189.0K0.15%−1,137−5.1%Reduced
BFSG, LLC20,910$186.0K0.03%+20,910New
SG Americas Securities, LLC20,491$183.0K0.00%−15,960−43.8%Reduced
Foundations Investment Advisors, LLC19,954$177.8K0.01%−119−0.6%Reduced
AlphaStar Capital Management, LLC19,889$177.2K0.02%00.0%Unchanged
Arkadios Wealth Advisors19,814$176.5K0.02%+4,904+32.9%Added
Empirical Asset Management, LLC19,749$176.0K0.15%+556+2.9%Added
Redwood Financial Network Corp19,747$175.9K0.19%+59+0.3%Added
Kestra Advisory Services, LLC19,562$174.3K0.00%+273+1.4%Added
Allworth Financial LP18,634$166.0K0.00%+24+0.1%Added
Quantbot Technologies LP18,631$166.0K0.01%+2,191+13.3%Added
Hutchens & Kramer Investment Management Group, LLC18,457$161.7K0.13%−4,769−20.5%Reduced
Capital Advisory Group Advisory Services, LLC17,800$158.6K0.09%+500+2.9%Added
Global Retirement Partners, LLC17,639$157.7K0.01%−1,130−6.0%Reduced
BKD Wealth Advisors, LLC17,333$154.4K0.00%00.0%Unchanged
Qube Research & Technologies Ltd17,017$151.6K0.00%+17,017New
Western Wealth Management, LLC16,928$150.8K0.01%00.0%Unchanged
Farmers & Merchants Trust Co of Long Beach16,629$148.2K0.04%+239+1.5%Added
Cobblestone Capital Advisors LLC15,460$137.7K0.01%+1,915+14.1%Added
WealthPlan Investment Management, LLC15,431$137.5K0.02%00.0%Unchanged
Citadel Advisors LLC15,388$137.1K0.00%+15,388New
Atomi Financial Group, Inc.15,480$136.3K0.05%+2,978+23.8%Added
Aquatic Capital Management LLC14,800$132.0K0.01%+4,831+48.5%Added
First National Trust Co14,686$130.9K0.01%00.0%Unchanged
Steward Partners Investment Advisory, LLC14,475$129.0K0.00%+3,494+31.8%Added
Founders Financial Securities LLC14,415$128.4K0.02%−4,323−23.1%Reduced
Nicholas Hoffman & Company, LLC.14,354$127.9K0.01%00.0%Unchanged
Mission Wealth Management, LP14,285$127.3K0.00%00.0%Unchanged
Cozad Asset Management Inc13,874$123.6K0.02%00.0%Unchanged
Ignite Planners, LLC13,456$121.6K0.04%+13,456New
Beaumont Financial Advisors, LLC13,587$121.1K0.01%+383+2.9%Added
Flagship Harbor Advisors, LLC13,570$120.9K0.01%+83+0.6%Added
ProShare Advisors LLC13,460$119.9K0.00%+13,460New
Brown Advisory Inc13,200$117.6K0.00%00.0%Unchanged
Register Financial Advisors LLC12,944$115.3K0.08%−1,763−12.0%Reduced
Stephens Inc12,897$114.9K0.00%−549−4.1%Reduced
Truist Financial Corp12,443$110.9K0.00%+637+5.4%Added
JT Stratford LLC11,954$106.5K0.03%+11,954New
Dynamic Technology Lab Private Ltd11,858$106.0K0.01%+11,858New
Sound Income Strategies, LLC11,890$105.9K0.01%+11,890New
Almitas Capital LLC11,747$104.7K0.05%−595,605−98.1%Reduced
Advisory Alpha, LLC11,678$104.1K0.01%+271+2.4%Added
Spire Wealth Management11,664$103.9K0.00%−1,124−8.8%Reduced
Sigma Planning Corp11,523$102.7K0.00%+898+8.5%Added
RFG Advisory, LLC11,406$101.6K0.00%00.0%Unchanged
Gradient Investments LLC11,381$101.4K0.00%00.0%Unchanged
Retirement Financial Solutions, LLC11,218$100.0K0.07%−48,580−81.2%Reduced
Allianz Asset Management GmbH10,814$96.4K0.00%00.0%Unchanged
Capital Investment Advisory Services, LLC10,670$95.1K0.01%−1,500−12.3%Reduced
Pathstone Family Office, LLC10,531$93.8K0.00%+249+2.4%Added
Brookstone Capital Management10,496$93.4K0.00%−562−5.1%Reduced
Jane Street Group, LLC10,484$93.4K0.00%+10,484New
Soltis Investment Advisors LLC10,371$92.4K0.01%+61+0.6%Added
MBM Wealth Consultants, LLC10,264$92.1K0.04%+10,264New
Oak Harbor Wealth Partners, LLC10,328$92.0K0.03%+50.0%Added
Hilltop Holdings Inc.10,145$90.4K0.01%00.0%Unchanged
Money Concepts Capital Corp10,000$89.1K0.01%00.0%Unchanged
Signaturefd, LLC9,414$83.9K0.00%+3,122+49.6%Added
First Personal Financial Services7,823$69.7K0.02%+220+2.9%Added
Quadrant Capital Group LLC6,828$60.8K0.01%+870+14.6%Added
Larson Financial Group LLC6,756$60.2K0.01%00.0%Unchanged
Nelson, Van Denburg & Campbell Wealth Management Group, LLC6,732$60.0K0.00%00.0%Unchanged
Cape Investment Advisory, Inc.6,479$57.7K0.03%+4,180+181.8%Added
Northwestern Mutual Wealth Management Co5,183$46.2K0.00%+67+1.3%Added
Oliver Lagore Vanvalin Investment Group4,760$42.4K0.02%−240−4.8%Reduced
Parallel Advisors, LLC4,672$41.6K0.00%+304+7.0%Added
Johnson Financial Group, Inc.4,414$39.3K0.00%+4,414New
Stonebridge Capital Advisors LLC4,102$36.5K0.00%00.0%Unchanged
Proequities, Inc.3,881$34.6K0.00%00.0%Unchanged
Tyler-Stone Wealth Management3,823$34.0K0.02%00.0%Unchanged
GWM Advisors LLC3,316$29.5K0.00%+123+3.9%Added
Harbour Investments, Inc.3,016$26.9K0.00%00.0%Unchanged
Creative Financial Designs Inc2,805$25.0K0.00%−8,198−74.5%Reduced
Moisand Fitzgerald Tamayo, LLC2,713$24.2K0.01%00.0%Unchanged
Cooperman Leon G2,643$23.2K0.00%00.0%Unchanged
Cullen/Frost Bankers, Inc.2,193$19.5K0.00%00.0%Unchanged
Hollencrest Capital Management2,159$19.2K0.00%+60+2.9%Added
Caldwell Sutter Capital, Inc.1,958$17.4K0.01%00.0%Unchanged
KB Financial Partners, LLC1,760$16.0K0.00%00.0%Unchanged
TSFG, LLC1,686$15.0K0.01%00.0%Unchanged
Pinnacle Bancorp, Inc.1,665$14.8K0.01%00.0%Unchanged
US Bancorp1,425$12.7K0.00%+762+114.9%Added
Private Trust Co NA1,163$10.4K0.00%−873−42.9%Reduced
Citizens National Bank Trust Department1,139$10.1K0.00%00.0%Unchanged
Founders Capital Management979$8.72K0.01%00.0%Unchanged
National Bank of Canada1,000$8.66K0.00%00.0%Unchanged
Lindbrook Capital, LLC917$8.17K0.00%−807−46.8%Reduced
Fortis Group Advisors, LLC722$6.43K0.00%+722New
Citigroup Inc705$6.28K0.00%00.0%Unchanged
North Star Investment Management Corp.640$5.70K0.00%00.0%Unchanged
FinTrust Capital Advisors, LLC635$5.66K0.00%00.0%Unchanged