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.
| 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, Q4 2023
Shares, value and share of portfolio for each institution holding Barings BDC, Inc.; share changes are against Q3 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% | 00.0% | Unchanged |
| Focused Wealth Management, Inc | 7 | $60 | 0.00% | 00.0% | Unchanged |
| Impact Partnership Wealth, LLC | 177 | $1.52K | 0.00% | +177 | New |
| Group One Trading, L.P. | 200 | $1.72K | 0.00% | 00.0% | Unchanged |
| Thompson Investment Management, Inc. | 278 | $2.38K | 0.00% | 00.0% | Unchanged |
| US Bancorp | 442 | $3.79K | 0.00% | −983−69.0% | Reduced |
| JPMorgan Chase & Co | 523 | $4.49K | 0.00% | +523 | New |
| Ronald Blue Trust, Inc. | 547 | $5.00K | 0.00% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 640 | $5.49K | 0.00% | 00.0% | Unchanged |
| Baystate Wealth Management LLC | 823 | $7.07K | 0.00% | +823 | New |
| Founders Capital Management | 979 | $8.40K | 0.01% | 00.0% | Unchanged |
| National Bank of Canada | 1,000 | $8.77K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 1,028 | $8.82K | 0.00% | +111+12.1% | Added |
| Citizens National Bank Trust Department | 1,139 | $9.77K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 1,163 | $9.98K | 0.00% | 00.0% | Unchanged |
| Fortis Group Advisors, LLC | 1,444 | $12.4K | 0.00% | +722+100.0% | Added |
| TSFG, LLC | 1,686 | $14.0K | 0.00% | 00.0% | Unchanged |
| Caldwell Sutter Capital, Inc. | 1,958 | $16.8K | 0.01% | 00.0% | Unchanged |
| Hollencrest Capital Management | 2,223 | $19.1K | 0.00% | +64+3.0% | Added |
| Cooperman Leon G | 2,643 | $22.7K | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 2,836 | $24.3K | 0.00% | +31+1.1% | Added |
| Harbour Investments, Inc. | 3,016 | $25.9K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 3,249 | $27.9K | 0.00% | −1,423−30.5% | Reduced |
| GWM Advisors LLC | 3,349 | $28.7K | 0.00% | +33+1.0% | Added |
| Tyler-Stone Wealth Management | 3,703 | $31.8K | 0.02% | −120−3.1% | Reduced |
| Proequities, Inc. | 3,881 | $33.3K | 0.00% | 00.0% | Unchanged |
| EntryPoint Capital, LLC | 4,136 | $35.5K | 0.03% | +4,136 | New |
| Coppell Advisory Solutions LLC | 4,484 | $38.5K | 0.01% | +4,484 | New |
| Bartlett & Co. LLC | 5,000 | $43.0K | 0.00% | +5,000 | New |
| Bartlett & Co. Wealth Management LLC | 5,000 | $43.0K | 0.00% | +5,000 | New |
| Pineridge Advisors LLC | 6,145 | $52.7K | 0.02% | +6,145 | New |
| Simplex Trading, LLC | 6,216 | $53.0K | 0.00% | +6,216 | New |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 6,732 | $57.8K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 6,756 | $58.0K | 0.01% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 6,929 | $59.5K | 0.01% | +101+1.5% | Added |
| Advisory Services Network, LLC | 7,758 | $66.6K | 0.00% | +7,758 | New |
| First Personal Financial Services | 8,054 | $69.1K | 0.02% | +231+3.0% | Added |
| Northwestern Mutual Wealth Management Co | 8,172 | $70.1K | 0.00% | +2,989+57.7% | Added |
| Tucker Asset Management LLC | 9,317 | $79.9K | 0.02% | +9,317 | New |
| Signaturefd, LLC | 9,606 | $82.4K | 0.00% | +192+2.0% | Added |
| Money Concepts Capital Corp | 10,000 | $85.8K | 0.01% | 00.0% | Unchanged |
| Hilltop Holdings Inc. | 10,145 | $87.0K | 0.01% | 00.0% | Unchanged |
| Bouchey Financial Group Ltd | 10,276 | $88.2K | 0.01% | +10,276 | New |
| Brookstone Capital Management | 10,285 | $88.2K | 0.00% | −211−2.0% | Reduced |
| Cetera Advisors LLC | 10,375 | $89.0K | 0.00% | −31,435−75.2% | Reduced |
| Pathstone Holdings, LLC | 10,531 | $90.4K | 0.00% | +10,531 | New |
| Capital Investment Advisory Services, LLC | 10,670 | $91.5K | 0.01% | 00.0% | Unchanged |
| MBM Wealth Consultants, LLC | 10,264 | $93.3K | 0.03% | 00.0% | Unchanged |
| Ignite Planners, LLC | 10,950 | $96.3K | 0.03% | −2,506−18.6% | Reduced |
| Gradient Investments LLC | 11,381 | $97.6K | 0.00% | 00.0% | Unchanged |
| Mirae Asset Global Investments Co., Ltd. | 11,525 | $98.9K | 0.00% | −18,621−61.8% | Reduced |
| Schonfeld Strategic Advisors LLC | 11,800 | $101.2K | 0.00% | +11,800 | New |
| StoneX Group Inc. | 11,833 | $101.5K | 0.01% | +11,833 | New |
| Sound Income Strategies, LLC | 11,845 | $101.6K | 0.01% | −45−0.4% | Reduced |
| ProShare Advisors LLC | 11,959 | $102.6K | 0.00% | −1,501−11.2% | Reduced |
| Advisory Alpha, LLC | 11,962 | $102.6K | 0.00% | +284+2.4% | Added |
| Spire Wealth Management | 11,664 | $103.1K | 0.00% | 00.0% | Unchanged |
| Atomi Financial Group, Inc. | 12,482 | $105.9K | 0.01% | −2,998−19.4% | Reduced |
| Register Financial Advisors LLC | 12,982 | $111.4K | 0.07% | +38+0.3% | Added |
| Brown Advisory Inc | 13,200 | $113.3K | 0.00% | 00.0% | Unchanged |
| Flagship Harbor Advisors, LLC | 13,657 | $117.2K | 0.01% | +87+0.6% | Added |
| Camelot Portfolios, LLC | 13,773 | $118.2K | 0.07% | +13,773 | New |
| Cozad Asset Management Inc | 13,874 | $119.0K | 0.01% | 00.0% | Unchanged |
| Beaumont Financial Advisors, LLC | 13,989 | $120.0K | 0.01% | +402+3.0% | Added |
| Sofos Investments, Inc. | 14,051 | $120.6K | 0.03% | −252,918−94.7% | Reduced |
| Stephens Inc | 14,114 | $121.1K | 0.00% | +1,217+9.4% | Added |
| Quantbot Technologies LP | 14,120 | $121.2K | 0.01% | −4,511−24.2% | Reduced |
| Mission Wealth Management, LP | 14,285 | $122.6K | 0.00% | 00.0% | Unchanged |
| Empirical Asset Management, LLC | 14,339 | $123.0K | 0.10% | −5,410−27.4% | Reduced |
| Nicholas Hoffman & Company, LLC. | 14,354 | $123.2K | 0.01% | 00.0% | Unchanged |
| Founders Financial Securities LLC | 14,415 | $123.7K | 0.01% | 00.0% | Unchanged |
| First National Trust Co | 14,686 | $126.0K | 0.01% | 00.0% | Unchanged |
| Hutchens & Kramer Investment Management Group, LLC | 15,297 | $131.2K | 0.09% | −3,160−17.1% | Reduced |
| PFG Advisors | 15,320 | $131.4K | 0.01% | −27,053−63.8% | Reduced |
| WealthPlan Investment Management, LLC | 15,431 | $132.4K | 0.02% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 15,435 | $136.9K | 0.01% | −2,204−12.5% | Reduced |
| Naviter Wealth, LLC | 16,000 | $137.3K | 0.03% | +16,000 | New |
| Farmers & Merchants Trust Co of Long Beach | 16,875 | $144.8K | 0.04% | +246+1.5% | Added |
| Western Wealth Management, LLC | 16,887 | $144.9K | 0.01% | −41−0.2% | Reduced |
| Qube Research & Technologies Ltd | 17,260 | $148.1K | 0.00% | +243+1.4% | Added |
| D. E. Shaw & Co., Inc. | 17,288 | $148.3K | 0.00% | +17,288 | New |
| BKD Wealth Advisors, LLC | 17,333 | $148.7K | 0.00% | 00.0% | Unchanged |
| Retirement Financial Solutions, LLC | 17,548 | $150.6K | 0.09% | +6,330+56.4% | Added |
| Northern Trust Corp | 17,716 | $152.0K | 0.00% | −22,273−55.7% | Reduced |
| Capital Advisory Group Advisory Services, LLC | 17,800 | $152.7K | 0.08% | 00.0% | Unchanged |
| Redwood Financial Network Corp | 18,499 | $158.7K | 0.15% | −1,248−6.3% | Reduced |
| Greenwich Investment Management, Inc. | 18,581 | $159.0K | 0.12% | −2,650−12.5% | Reduced |
| Allworth Financial LP | 18,632 | $159.9K | 0.00% | −20.0% | Reduced |
| Kingswood Wealth Advisors, LLC | 18,720 | $160.6K | 0.02% | +18,720 | New |
| AlphaStar Capital Management, LLC | 19,989 | $171.5K | 0.02% | +100+0.5% | Added |
| Arkadios Wealth Advisors | 20,125 | $172.7K | 0.01% | +311+1.6% | Added |
| Cobblestone Capital Advisors LLC | 20,320 | $174.3K | 0.01% | +4,860+31.4% | Added |
| Foundations Investment Advisors, LLC | 19,844 | $175.6K | 0.00% | −110−0.6% | Reduced |
| Cetera Investment Advisers | 20,728 | $177.8K | 0.00% | −1,242−5.7% | Reduced |
| BFSG, LLC | 21,010 | $180.3K | 0.03% | +100+0.5% | Added |
| Kovack Advisors, Inc. | 21,023 | $180.4K | 0.02% | −5,191−19.8% | Reduced |
| Brevan Howard Capital Management LP | 21,177 | $181.7K | 0.02% | +21,177 | New |
| Mariner, LLC | 21,278 | $182.6K | 0.00% | −24,617−53.6% | Reduced |
| Cape Investment Advisory, Inc. | 22,040 | $189.1K | 0.09% | +15,561+240.2% | Added |