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, Q1 2024
Institutional positions in Barings BDC, Inc. as of Mar 31, 2024. 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
- 199
- +1 vs. Q4 2023
- Shares held
- 47.0M
- −290.9K (−0.6%) vs. Q4 2023
- Total value
- $439.2M
- +$31.8M (+7.8%) vs. Q4 2023
- New holders
- 30
- 57 more added
- Sold out
- 29
- 63 more reduced
5 institutions that held it in Q4 2023 haven't filed for Q1 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2024
Shares, value and share of portfolio for each institution holding Barings BDC, Inc.; share changes are against Q4 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Barings LLC | 13,639,681 | $126.8M | 3.18% | 00.0% | Unchanged |
| Ares Management LLC | 4,102,857 | $38.2M | 0.89% | −244,657−5.6% | Reduced |
| Private Management Group Inc | 3,029,304 | $28.2M | 1.07% | +2,679+0.1% | Added |
| Callodine Capital Management, LP | 1,940,826 | $18.0M | 4.37% | −192,532−9.0% | Reduced |
| Van Eck Associates Corp | 1,816,849 | $16.9M | 0.03% | +125,717+7.4% | Added |
| Relative Value Partners Group, LLC | 1,365,433 | $12.3M | 0.76% | −6,055−0.4% | Reduced |
| Punch & Associates Investment Management, Inc. | 1,260,346 | $11.7M | 0.67% | −278,618−18.1% | Reduced |
| UBS Group AG | 1,150,164 | $10.7M | 0.00% | +42,418+3.8% | Added |
| Invesco Ltd. | 1,026,815 | $9.55M | 0.00% | +46,822+4.8% | Added |
| Two Sigma Investments, LP | 1,007,874 | $9.37M | 0.02% | +225,254+28.8% | Added |
| Wells Fargo & Company | 883,115 | $8.21M | 0.00% | −354,507−28.6% | Reduced |
| Legal & General Group Plc | 864,806 | $8.04M | 0.00% | +53,429+6.6% | Added |
| Two Sigma Advisers, LP | 840,300 | $7.81M | 0.02% | +149,300+21.6% | Added |
| Nicola Wealth Management Ltd. | 614,000 | $7.73M | 0.75% | 00.0% | Unchanged |
| Dimension Capital Management LLC | 756,724 | $7.04M | 1.40% | −40,338−5.1% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 663,895 | $6.17M | 0.01% | +18,826+2.9% | Added |
| Price T Rowe Associates Inc | 591,595 | $5.50M | 0.00% | 00.0% | Unchanged |
| Hennion & Walsh Asset Management, Inc. | 587,603 | $5.46M | 0.29% | +74,013+14.4% | Added |
| Morgan Stanley | 559,308 | $5.20M | 0.00% | +63,253+12.8% | Added |
| Bank of America Corp | 518,017 | $4.82M | 0.00% | +2,243+0.4% | Added |
| Advisor Group Holdings, Inc. | 510,899 | $4.75M | 0.01% | −56,657−10.0% | Reduced |
| Confluence Investment Management LLC | 501,683 | $4.67M | 0.06% | −580−0.1% | Reduced |
| BlackRock Inc. | 481,721 | $4.48M | 0.00% | −14,081−2.8% | Reduced |
| Advisors Asset Management, Inc. | 363,319 | $3.38M | 0.06% | +20,846+6.1% | Added |
| Neuberger Berman Group LLC | 335,772 | $3.12M | 0.00% | +20,050+6.4% | Added |
| Bulldog Investors, LLP | 306,451 | $2.85M | 0.94% | −212,130−40.9% | Reduced |
| Prevail Innovative Wealth Advisors, LLC | 303,004 | $2.82M | 1.05% | +15,953+5.6% | Added |
| BI Asset Management Fondsmaeglerselskab A/S | 296,548 | $2.76M | 0.05% | +110,037+59.0% | Added |
| Cambridge Investment Research Advisors, Inc. | 290,341 | $2.70M | 0.01% | −9,953−3.3% | Reduced |
| LM Advisors LLC | 126,542 | $2.65M | 0.42% | +126,542 | New |
| LPL Financial LLC | 284,206 | $2.64M | 0.00% | +29,840+11.7% | Added |
| Condor Capital Management | 258,639 | $2.41M | 0.24% | +16,931+7.0% | Added |
| Skandinaviska Enskilda Banken AB (publ) | 239,440 | $2.23M | 0.01% | 00.0% | Unchanged |
| Muzinich & Co., Inc. | 255,487 | $2.19M | 1.90% | 00.0% | Unchanged |
| Royce & Associates LP | 215,300 | $2.00M | 0.02% | 00.0% | Unchanged |
| Sumitomo Mitsui Trust Holdings, Inc. | 192,566 | $1.79M | 0.00% | −62,921−24.6% | Reduced |
| Tudor Investment Corp Et Al | 176,257 | $1.64M | 0.02% | −37,667−17.6% | Reduced |
| McKinley Capital Management LLC /Delaware | 155,955 | $1.45M | 0.17% | −6,263−3.9% | Reduced |
| LSV Asset Management | 140,500 | $1.31M | 0.00% | 00.0% | Unchanged |
| Green Square Capital Advisors LLC | 116,098 | $1.08M | 0.14% | +116,098 | New |
| Cliffwater LLC | 113,298 | $1.05M | 0.28% | 00.0% | Unchanged |
| Jump Financial, LLC | 103,613 | $963.6K | 0.03% | +31,083+42.9% | Added |
| Qube Research & Technologies Ltd | 98,567 | $916.7K | 0.00% | +81,307+471.1% | Added |
| Raymond James & Associates | 98,421 | $915.3K | 0.00% | −51,033−34.1% | Reduced |
| HighPoint Advisor Group LLC | 89,851 | $881.0K | 0.06% | −454−0.5% | Reduced |
| HighTower Advisors, LLC | 88,780 | $826.0K | 0.00% | −9,889−10.0% | Reduced |
| Ameriprise Financial Inc | 88,304 | $821.0K | 0.00% | −2,227−2.5% | Reduced |
| Harbor Capital Advisors, Inc. | 79,792 | $742.0K | 0.10% | +79,792 | New |
| Prime Capital Investment Advisors, LLC | 76,819 | $714.4K | 0.01% | −22,754−22.9% | Reduced |
| MML Investors Services, LLC | 76,198 | $709.0K | 0.00% | +76,198 | New |
| Virtus ETF Advisers LLC | 75,150 | $698.9K | 0.37% | +21,317+39.6% | Added |
| Great West Life Assurance Co | 74,048 | $689.0K | 0.00% | −7,741−9.5% | Reduced |
| Bard Associates Inc | 71,050 | $660.8K | 0.24% | 00.0% | Unchanged |
| Cetera Investment Advisers | 68,646 | $638.4K | 0.00% | +47,918+231.2% | Added |
| Stifel Financial Corp | 67,957 | $632.0K | 0.00% | +4,530+7.1% | Added |
| Sunbelt Securities, Inc. | 65,425 | $608.5K | 0.07% | −1,240−1.9% | Reduced |
| Retirement Group, LLC | 63,043 | $586.3K | 0.21% | +82+0.1% | Added |
| Kestra Advisory Services, LLC | 62,476 | $581.0K | 0.00% | +21,997+54.3% | Added |
| Citadel Advisors LLC | 62,199 | $578.5K | 0.00% | +62,199 | New |
| Warren Averett Asset Management, LLC | 61,200 | $569.2K | 0.01% | +61,200 | New |
| Apollon Wealth Management, LLC | 55,679 | $517.8K | 0.02% | −3,002−5.1% | Reduced |
| HRT Financial LP | 53,377 | $496.0K | 0.00% | +53,377 | New |
| Dynamic Technology Lab Private Ltd | 52,811 | $491.0K | 0.05% | +52,811 | New |
| Susquehanna International Group, LLP | 52,525 | $488.5K | 0.00% | +1,493+2.9% | Added |
| Trexquant Investment LP | 50,495 | $469.6K | 0.01% | +50,495 | New |
| WNY Asset Management, LLC | 50,494 | $469.6K | 0.07% | −20,261−28.6% | Reduced |
| Deerfield Management Company, L.P. (Series C) | 49,821 | $463.3K | 0.01% | +49,821 | New |
| Quadrature Capital Ltd | 48,825 | $454.1K | 0.01% | +17,771+57.2% | Added |
| SG Americas Securities, LLC | 48,774 | $454.0K | 0.00% | +48,774 | New |
| Commonwealth Equity Services, LLC | 48,332 | $449.0K | 0.00% | −6,023−11.1% | Reduced |
| Koshinski Asset Management, Inc. | 47,828 | $444.8K | 0.05% | −20,681−30.2% | Reduced |
| Lido Advisors, LLC | 41,955 | $390.2K | 0.00% | +16,700+66.1% | Added |
| Royal Bank of Canada | 39,871 | $371.0K | 0.00% | −4,960−11.1% | Reduced |
| Sequoia Financial Advisors, LLC | 39,794 | $370.1K | 0.00% | 00.0% | Unchanged |
| Guggenheim Capital LLC | 39,763 | $369.8K | 0.00% | +2,221+5.9% | Added |
| Quantbot Technologies LP | 39,729 | $369.5K | 0.02% | +25,609+181.4% | Added |
| Creative Planning | 37,625 | $349.9K | 0.00% | +4,207+12.6% | Added |
| ERTS Wealth Advisors, LLC | 37,052 | $344.6K | 0.07% | −2,586−6.5% | Reduced |
| Raleigh Capital Management Inc. | 36,654 | $340.9K | 0.15% | −4,296−10.5% | Reduced |
| Y-Intercept (Hong Kong) Ltd | 36,413 | $338.6K | 0.03% | +561+1.6% | Added |
| Millennium Management LLC | 35,874 | $333.6K | 0.00% | +35,874 | New |
| Castleview Partners, LLC | 35,564 | $330.7K | 0.18% | +162+0.5% | Added |
| Change Path, LLC | 35,406 | $329.0K | 0.01% | +35,406 | New |
| Wiley Bros.-Aintree Capital, LLC | 34,750 | $323.2K | 0.04% | 00.0% | Unchanged |
| Arete Wealth Advisors, LLC | 33,489 | $311.4K | 0.03% | +202+0.6% | Added |
| Eagle Global Advisors LLC | 32,630 | $303.5K | 0.02% | +7,955+32.2% | Added |
| Steward Partners Investment Advisory, LLC | 31,335 | $291.4K | 0.00% | +7,061+29.1% | Added |
| RMB Capital Management, LLC | 29,372 | $273.2K | 0.01% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 28,811 | $267.9K | 0.01% | 00.0% | Unchanged |
| Wedbush Securities Inc | 27,896 | $259.0K | 0.01% | +238+0.9% | Added |
| Panoramic Investment Advisors, LLC | 26,542 | $246.8K | 0.18% | −3,285−11.0% | Reduced |
| Farther Finance Advisors, LLC | 26,458 | $244.2K | 0.01% | 00.0% | Unchanged |
| Sheaff Brock Investment Advisors, LLC | 26,206 | $243.7K | 0.02% | 00.0% | Unchanged |
| Transcend Wealth Collective, LLC | 25,498 | $237.1K | 0.02% | 00.0% | Unchanged |
| Krilogy Financial LLC | 24,616 | $228.9K | 0.02% | −736−2.9% | Reduced |
| Triumph Capital Management | 24,431 | $225.5K | 0.09% | −2,998−10.9% | Reduced |
| Envestnet Asset Management Inc | 23,841 | $221.7K | 0.00% | −178−0.7% | Reduced |
| Ausdal Financial Partners, Inc. | 23,700 | $220.4K | 0.03% | −3,186−11.9% | Reduced |
| Fisher Asset Management, LLC | 23,631 | $219.8K | 0.00% | −406−1.7% | Reduced |
| Pinkerton Retirement Specialists, LLC | 22,555 | $209.8K | 0.03% | 00.0% | Unchanged |