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 |
|---|---|---|---|---|---|
| SeaCrest Wealth Management, LLC | 22,349 | $200.0K | 0.02% | −2,538−10.2% | Reduced |
| Patriot Financial Group Insurance Agency, LLC | 22,703 | $194.8K | 0.04% | −1,051−4.4% | Reduced |
| Pinkerton Retirement Specialists, LLC | 22,555 | $193.5K | 0.04% | −4,415−16.4% | Reduced |
| Cape Investment Advisory, Inc. | 22,040 | $189.1K | 0.09% | +15,561+240.2% | Added |
| Mariner, LLC | 21,278 | $182.6K | 0.00% | −24,617−53.6% | Reduced |
| Brevan Howard Capital Management LP | 21,177 | $181.7K | 0.02% | +21,177 | New |
| Kovack Advisors, Inc. | 21,023 | $180.4K | 0.02% | −5,191−19.8% | Reduced |
| BFSG, LLC | 21,010 | $180.3K | 0.03% | +100+0.5% | Added |
| Cetera Investment Advisers | 20,728 | $177.8K | 0.00% | −1,242−5.7% | Reduced |
| Foundations Investment Advisors, LLC | 19,844 | $175.6K | 0.00% | −110−0.6% | Reduced |
| Cobblestone Capital Advisors LLC | 20,320 | $174.3K | 0.01% | +4,860+31.4% | Added |
| Arkadios Wealth Advisors | 20,125 | $172.7K | 0.01% | +311+1.6% | Added |
| AlphaStar Capital Management, LLC | 19,989 | $171.5K | 0.02% | +100+0.5% | Added |
| Kingswood Wealth Advisors, LLC | 18,720 | $160.6K | 0.02% | +18,720 | New |
| Allworth Financial LP | 18,632 | $159.9K | 0.00% | −20.0% | Reduced |
| Greenwich Investment Management, Inc. | 18,581 | $159.0K | 0.12% | −2,650−12.5% | Reduced |
| Redwood Financial Network Corp | 18,499 | $158.7K | 0.15% | −1,248−6.3% | Reduced |
| Capital Advisory Group Advisory Services, LLC | 17,800 | $152.7K | 0.08% | 00.0% | Unchanged |
| Northern Trust Corp | 17,716 | $152.0K | 0.00% | −22,273−55.7% | Reduced |
| Retirement Financial Solutions, LLC | 17,548 | $150.6K | 0.09% | +6,330+56.4% | Added |
| BKD Wealth Advisors, LLC | 17,333 | $148.7K | 0.00% | 00.0% | Unchanged |
| D. E. Shaw & Co., Inc. | 17,288 | $148.3K | 0.00% | +17,288 | New |
| Qube Research & Technologies Ltd | 17,260 | $148.1K | 0.00% | +243+1.4% | Added |
| Western Wealth Management, LLC | 16,887 | $144.9K | 0.01% | −41−0.2% | Reduced |
| Farmers & Merchants Trust Co of Long Beach | 16,875 | $144.8K | 0.04% | +246+1.5% | Added |
| Naviter Wealth, LLC | 16,000 | $137.3K | 0.03% | +16,000 | New |
| Global Retirement Partners, LLC | 15,435 | $136.9K | 0.01% | −2,204−12.5% | Reduced |
| WealthPlan Investment Management, LLC | 15,431 | $132.4K | 0.02% | 00.0% | Unchanged |
| PFG Advisors | 15,320 | $131.4K | 0.01% | −27,053−63.8% | Reduced |
| Hutchens & Kramer Investment Management Group, LLC | 15,297 | $131.2K | 0.09% | −3,160−17.1% | Reduced |
| First National Trust Co | 14,686 | $126.0K | 0.01% | 00.0% | Unchanged |
| Founders Financial Securities LLC | 14,415 | $123.7K | 0.01% | 00.0% | Unchanged |
| Nicholas Hoffman & Company, LLC. | 14,354 | $123.2K | 0.01% | 00.0% | Unchanged |
| Empirical Asset Management, LLC | 14,339 | $123.0K | 0.10% | −5,410−27.4% | Reduced |
| Mission Wealth Management, LP | 14,285 | $122.6K | 0.00% | 00.0% | Unchanged |
| Quantbot Technologies LP | 14,120 | $121.2K | 0.01% | −4,511−24.2% | Reduced |
| Stephens Inc | 14,114 | $121.1K | 0.00% | +1,217+9.4% | Added |
| Sofos Investments, Inc. | 14,051 | $120.6K | 0.03% | −252,918−94.7% | Reduced |
| Beaumont Financial Advisors, LLC | 13,989 | $120.0K | 0.01% | +402+3.0% | Added |
| Cozad Asset Management Inc | 13,874 | $119.0K | 0.01% | 00.0% | Unchanged |
| Camelot Portfolios, LLC | 13,773 | $118.2K | 0.07% | +13,773 | New |
| Flagship Harbor Advisors, LLC | 13,657 | $117.2K | 0.01% | +87+0.6% | Added |
| Brown Advisory Inc | 13,200 | $113.3K | 0.00% | 00.0% | Unchanged |
| Register Financial Advisors LLC | 12,982 | $111.4K | 0.07% | +38+0.3% | Added |
| Atomi Financial Group, Inc. | 12,482 | $105.9K | 0.01% | −2,998−19.4% | Reduced |
| Spire Wealth Management | 11,664 | $103.1K | 0.00% | 00.0% | Unchanged |
| Advisory Alpha, LLC | 11,962 | $102.6K | 0.00% | +284+2.4% | Added |
| ProShare Advisors LLC | 11,959 | $102.6K | 0.00% | −1,501−11.2% | Reduced |
| Sound Income Strategies, LLC | 11,845 | $101.6K | 0.01% | −45−0.4% | Reduced |
| StoneX Group Inc. | 11,833 | $101.5K | 0.01% | +11,833 | New |
| Schonfeld Strategic Advisors LLC | 11,800 | $101.2K | 0.00% | +11,800 | New |
| Mirae Asset Global Investments Co., Ltd. | 11,525 | $98.9K | 0.00% | −18,621−61.8% | Reduced |
| Gradient Investments LLC | 11,381 | $97.6K | 0.00% | 00.0% | Unchanged |
| Ignite Planners, LLC | 10,950 | $96.3K | 0.03% | −2,506−18.6% | Reduced |
| MBM Wealth Consultants, LLC | 10,264 | $93.3K | 0.03% | 00.0% | Unchanged |
| Capital Investment Advisory Services, LLC | 10,670 | $91.5K | 0.01% | 00.0% | Unchanged |
| Pathstone Holdings, LLC | 10,531 | $90.4K | 0.00% | +10,531 | New |
| Cetera Advisors LLC | 10,375 | $89.0K | 0.00% | −31,435−75.2% | Reduced |
| Brookstone Capital Management | 10,285 | $88.2K | 0.00% | −211−2.0% | Reduced |
| Bouchey Financial Group Ltd | 10,276 | $88.2K | 0.01% | +10,276 | New |
| Hilltop Holdings Inc. | 10,145 | $87.0K | 0.01% | 00.0% | Unchanged |
| Money Concepts Capital Corp | 10,000 | $85.8K | 0.01% | 00.0% | Unchanged |
| Signaturefd, LLC | 9,606 | $82.4K | 0.00% | +192+2.0% | Added |
| Tucker Asset Management LLC | 9,317 | $79.9K | 0.02% | +9,317 | New |
| Northwestern Mutual Wealth Management Co | 8,172 | $70.1K | 0.00% | +2,989+57.7% | Added |
| First Personal Financial Services | 8,054 | $69.1K | 0.02% | +231+3.0% | Added |
| Advisory Services Network, LLC | 7,758 | $66.6K | 0.00% | +7,758 | New |
| Quadrant Capital Group LLC | 6,929 | $59.5K | 0.01% | +101+1.5% | Added |
| Larson Financial Group LLC | 6,756 | $58.0K | 0.01% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 6,732 | $57.8K | 0.00% | 00.0% | Unchanged |
| Simplex Trading, LLC | 6,216 | $53.0K | 0.00% | +6,216 | New |
| Pineridge Advisors LLC | 6,145 | $52.7K | 0.02% | +6,145 | New |
| Bartlett & Co. Wealth Management LLC | 5,000 | $43.0K | 0.00% | +5,000 | New |
| Bartlett & Co. LLC | 5,000 | $43.0K | 0.00% | +5,000 | New |
| Coppell Advisory Solutions LLC | 4,484 | $38.5K | 0.01% | +4,484 | New |
| EntryPoint Capital, LLC | 4,136 | $35.5K | 0.03% | +4,136 | New |
| Proequities, Inc. | 3,881 | $33.3K | 0.00% | 00.0% | Unchanged |
| Tyler-Stone Wealth Management | 3,703 | $31.8K | 0.02% | −120−3.1% | Reduced |
| GWM Advisors LLC | 3,349 | $28.7K | 0.00% | +33+1.0% | Added |
| Parallel Advisors, LLC | 3,249 | $27.9K | 0.00% | −1,423−30.5% | Reduced |
| Harbour Investments, Inc. | 3,016 | $25.9K | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 2,836 | $24.3K | 0.00% | +31+1.1% | Added |
| Cooperman Leon G | 2,643 | $22.7K | 0.00% | 00.0% | Unchanged |
| Hollencrest Capital Management | 2,223 | $19.1K | 0.00% | +64+3.0% | Added |
| Caldwell Sutter Capital, Inc. | 1,958 | $16.8K | 0.01% | 00.0% | Unchanged |
| TSFG, LLC | 1,686 | $14.0K | 0.00% | 00.0% | Unchanged |
| Fortis Group Advisors, LLC | 1,444 | $12.4K | 0.00% | +722+100.0% | Added |
| Private Trust Co NA | 1,163 | $9.98K | 0.00% | 00.0% | Unchanged |
| Citizens National Bank Trust Department | 1,139 | $9.77K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 1,028 | $8.82K | 0.00% | +111+12.1% | Added |
| National Bank of Canada | 1,000 | $8.77K | 0.00% | 00.0% | Unchanged |
| Founders Capital Management | 979 | $8.40K | 0.01% | 00.0% | Unchanged |
| Baystate Wealth Management LLC | 823 | $7.07K | 0.00% | +823 | New |
| North Star Investment Management Corp. | 640 | $5.49K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 547 | $5.00K | 0.00% | 00.0% | Unchanged |
| JPMorgan Chase & Co | 523 | $4.49K | 0.00% | +523 | New |
| US Bancorp | 442 | $3.79K | 0.00% | −983−69.0% | Reduced |
| Thompson Investment Management, Inc. | 278 | $2.38K | 0.00% | 00.0% | Unchanged |
| Group One Trading, L.P. | 200 | $1.72K | 0.00% | 00.0% | Unchanged |
| Impact Partnership Wealth, LLC | 177 | $1.52K | 0.00% | +177 | New |