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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, Q4 2023

Institutional positions in Barings BDC, Inc. as of Dec 31, 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
203
−2 vs. Q3 2023
Shares held
47.4M
−1.45M (−3.0%) vs. Q3 2023
Total value
$408.4M
−$27.9M (−6.4%) vs. Q3 2023
New holders
30
58 more added
Sold out
32
69 more reduced

4 institutions that held it in Q3 2023 haven't filed for Q4 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q3 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 holdersQ4 2023: 203 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 heldQ4 2023: $408.4M
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, Q4 2023

Shares, value and share of portfolio for each institution holding Barings BDC, Inc.; share changes are against Q3 2023.

Institutions holding BBDC in Q4 2023
InstitutionSharesValue% of portfolioChange in sharesAction
Barings LLC13,639,681$117.0M3.73%00.0%Unchanged
Ares Management LLC4,347,514$37.3M0.92%+25,103+0.6%Added
Private Management Group Inc3,026,625$26.0M0.99%+79,150+2.7%Added
Callodine Capital Management, LP2,133,358$18.3M4.82%−312,571−12.8%Reduced
Van Eck Associates Corp1,691,132$14.5M0.03%+161,127+10.5%Added
Punch & Associates Investment Management, Inc.1,538,964$13.2M0.77%+7,293+0.5%Added
Relative Value Partners Group, LLC1,371,488$11.8M0.72%+11,283+0.8%Added
Wells Fargo & Company1,237,622$10.6M0.00%−43,366−3.4%Reduced
UBS Group AG1,107,746$9.50M0.00%−546,435−33.0%Reduced
Invesco Ltd.979,993$8.41M0.00%+979,993New
Nicola Wealth Management Ltd.614,000$6.97M0.73%00.0%Unchanged
Legal & General Group Plc811,377$6.96M0.00%+36,269+4.7%Added
Dimension Capital Management LLC797,062$6.84M1.42%−10,502−1.3%Reduced
Two Sigma Investments, LP782,620$6.71M0.02%−92,588−10.6%Reduced
Two Sigma Advisers, LP691,000$5.93M0.01%−140,200−16.9%Reduced
Raymond James Financial Services Advisors, Inc.645,069$5.53M0.01%−10,863−1.7%Reduced
Price T Rowe Associates Inc591,595$5.08M0.00%−359−0.1%Reduced
Advisor Group Holdings, Inc.567,556$4.87M0.01%−202,771−26.3%Reduced
Bulldog Investors, LLP518,581$4.45M1.46%−1,105−0.2%Reduced
Bank of America Corp515,774$4.43M0.00%−217,173−29.6%Reduced
Hennion & Walsh Asset Management, Inc.513,590$4.41M0.25%+133,887+35.3%Added
Confluence Investment Management LLC502,263$4.31M0.06%+5,735+1.2%Added
Morgan Stanley496,055$4.26M0.00%+126,774+34.3%Added
BlackRock Inc.495,802$4.25M0.00%+11,942+2.5%Added
Advisors Asset Management, Inc.342,473$2.94M0.06%−53,475−13.5%Reduced
Neuberger Berman Group LLC315,722$2.71M0.00%−31,419−9.1%Reduced
Cambridge Investment Research Advisors, Inc.300,294$2.58M0.01%−11,129−3.6%Reduced
Prevail Innovative Wealth Advisors, LLC287,051$2.46M1.18%+6,826+2.4%Added
Muzinich & Co., Inc.255,487$2.19M1.90%−1,256−0.5%Reduced
Sumitomo Mitsui Trust Holdings, Inc.255,487$2.19M0.00%00.0%Unchanged
LPL Financial LLC254,366$2.18M0.00%−19,079−7.0%Reduced
Condor Capital Management241,708$2.07M0.22%+18,596+8.3%Added
Skandinaviska Enskilda Banken AB (publ)239,440$2.05M0.01%00.0%Unchanged
Royce & Associates LP215,300$1.85M0.02%−191,594−47.1%Reduced
Tudor Investment Corp Et Al213,924$1.84M0.03%+62,715+41.5%Added
BI Asset Management Fondsmaeglerselskab A/S186,511$1.60M0.03%+18,513+11.0%Added
Privium Fund Management (UK) Ltd174,400$1.53M1.04%+174,400New
McKinley Capital Management LLC /Delaware162,218$1.39M0.18%−2,115−1.3%Reduced
Raymond James & Associates149,454$1.28M0.00%−11,003−6.9%Reduced
LSV Asset Management140,500$1.21M0.00%00.0%Unchanged
AE Wealth Management LLC119,261$1.09M0.01%+21,006+21.4%Added
Goldman Sachs Group Inc119,352$1.02M0.00%+7,184+6.4%Added
Alpine Global Management, LLC115,000$986.7K0.27%+12,500+12.2%Added
Cliffwater LLC113,298$972.1K0.28%+3,235+2.9%Added
Prime Capital Investment Advisors, LLC99,573$854.3K0.01%−10,095−9.2%Reduced
HighTower Advisors, LLC98,669$846.0K0.00%−5,050−4.9%Reduced
HighPoint Advisor Group LLC90,305$815.0K0.06%+90,305New
Ameriprise Financial Inc90,531$776.8K0.00%+4,525+5.3%Added
Great West Life Assurance Co81,789$696.0K0.00%−8,148−9.1%Reduced
Jump Financial, LLC72,530$622.3K0.02%+72,530New
Bard Associates Inc71,050$609.6K0.23%+778+1.1%Added
WNY Asset Management, LLC70,755$607.1K0.10%−5,075−6.7%Reduced
Koshinski Asset Management, Inc.68,509$587.8K0.09%+19,894+40.9%Added
Sunbelt Securities, Inc.66,665$572.0K0.07%−823−1.2%Reduced
Stifel Financial Corp63,427$544.2K0.00%−1,634−2.5%Reduced
Retirement Group, LLC62,961$540.2K0.22%+10,399+19.8%Added
Winton Group Ltd58,788$504.4K0.04%+16,275+38.3%Added
Apollon Wealth Management, LLC58,681$503.5K0.02%+2,212+3.9%Added
StrategIQ Financial Group, LLC55,480$476.0K0.05%−400−0.7%Reduced
Commonwealth Equity Services, LLC54,355$466.0K0.00%−824−1.5%Reduced
Virtus ETF Advisers LLC53,833$461.9K0.29%−16,295−23.2%Reduced
Susquehanna International Group, LLP51,032$437.9K0.00%+19,705+62.9%Added
Captrust Financial Advisors48,719$418.0K0.00%−46,476−48.8%Reduced
Focus Financial Network Inc45,019$386.3K0.01%+45,019New
Royal Bank of Canada44,831$385.0K0.00%−3,425−7.1%Reduced
Raleigh Capital Management Inc.40,950$351.4K0.16%+327+0.8%Added
Kestra Advisory Services, LLC40,479$347.3K0.00%+20,917+106.9%Added
Sequoia Financial Advisors, LLC39,794$341.4K0.00%+39,794New
ERTS Wealth Advisors, LLC39,638$340.1K0.07%00.0%Unchanged
Guggenheim Capital LLC37,542$322.1K0.00%+2,624+7.5%Added
Y-Intercept (Hong Kong) Ltd35,852$307.6K0.03%+9,441+35.7%Added
Castleview Partners, LLC35,402$303.7K0.21%+4,080+13.0%Added
Aquatic Capital Management LLC35,200$302.0K0.01%+20,400+137.8%Added
MQS Management LLC35,062$300.8K0.17%+35,062New
Wiley Bros.-Aintree Capital, LLC34,750$298.2K0.07%+34,750New
Chicago Partners Investment Group LLC32,425$292.2K0.01%+32,425New
Creative Planning33,418$286.7K0.00%−23,193−41.0%Reduced
Arete Wealth Advisors, LLC33,287$285.6K0.02%00.0%Unchanged
Quadrature Capital Ltd31,054$266.3K0.00%−8,975−22.4%Reduced
Panoramic Investment Advisors, LLC29,827$255.9K0.22%−1,085−3.5%Reduced
Cresset Asset Management, LLC29,642$254.3K0.00%+585+2.0%Added
RMB Capital Management, LLC29,372$252.0K0.01%00.0%Unchanged
Geneos Wealth Management Inc.28,811$247.2K0.01%00.0%Unchanged
Copperleaf Capital, LLC28,054$240.7K0.25%−10,012−26.3%Reduced
Wedbush Securities Inc27,658$237.0K0.01%−1,119−3.9%Reduced
Triumph Capital Management27,429$235.3K0.10%00.0%Unchanged
Ausdal Financial Partners, Inc.26,886$230.7K0.03%−519−1.9%Reduced
Farther Finance Advisors, LLC26,458$227.0K0.02%00.0%Unchanged
Sheaff Brock Investment Advisors, LLC26,206$224.8K0.02%00.0%Unchanged
Newbridge Financial Services Group, Inc.25,507$218.8K0.11%−1,370−5.1%Reduced
Transcend Wealth Collective, LLC25,498$218.8K0.02%00.0%Unchanged
Krilogy Financial LLC25,352$217.5K0.02%−7,111−21.9%Reduced
Lido Advisors, LLC25,255$216.7K0.00%+25,255New
Cetera Advisor Networks LLC24,955$214.1K0.00%+759+3.1%Added
CWM, LLC24,780$213.0K0.00%−672−2.6%Reduced
Eagle Global Advisors LLC24,675$211.7K0.01%+1,150+4.9%Added
Steward Partners Investment Advisory, LLC24,274$208.3K0.00%+9,799+67.7%Added
Fisher Asset Management, LLC24,037$206.2K0.00%−194−0.8%Reduced
Envestnet Asset Management Inc24,019$206.1K0.00%+1,628+7.3%Added
Mercer Global Advisors Inc23,650$203.0K0.00%−2,295−8.8%Reduced