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 |
|---|---|---|---|---|---|
| Huntington National Bank | 120 | $1.12K | 0.00% | +119+11,900.0% | Added |
| US Bancorp | 273 | $2.54K | 0.00% | −169−38.2% | Reduced |
| Thompson Investment Management, Inc. | 278 | $2.58K | 0.00% | 00.0% | Unchanged |
| Group One Trading, L.P. | 429 | $3.99K | 0.00% | +229+114.5% | Added |
| JPMorgan Chase & Co | 523 | $4.86K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 547 | $5.09K | 0.00% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 640 | $5.95K | 0.00% | 00.0% | Unchanged |
| Global Assets Advisory, LLC | 55,777 | $6.04K | 0.28% | +55,777 | New |
| Founders Capital Management | 979 | $9.11K | 0.01% | 00.0% | Unchanged |
| Gradient Investments LLC | 1,118 | $10.4K | 0.00% | −10,263−90.2% | Reduced |
| Citizens National Bank Trust Department | 1,139 | $10.6K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 1,159 | $10.8K | 0.00% | +131+12.7% | Added |
| Private Trust Co NA | 1,163 | $10.8K | 0.00% | 00.0% | Unchanged |
| Caldwell Sutter Capital, Inc. | 1,958 | $18.2K | 0.01% | 00.0% | Unchanged |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 2,000 | $18.6K | 0.01% | +2,000 | New |
| GWM Advisors LLC | 2,193 | $20.4K | 0.00% | −1,156−34.5% | Reduced |
| CIBC Private Wealth Group, LLC | 2,300 | $21.2K | 0.00% | +2,300 | New |
| Hollencrest Capital Management | 2,284 | $21.2K | 0.00% | +61+2.7% | Added |
| Simplex Trading, LLC | 2,674 | $24.0K | 0.00% | −3,542−57.0% | Reduced |
| Cooperman Leon G | 2,643 | $24.6K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 2,804 | $26.1K | 0.00% | −445−13.7% | Reduced |
| Tyler-Stone Wealth Management | 2,853 | $26.5K | 0.01% | −850−23.0% | Reduced |
| Creative Financial Designs Inc | 2,866 | $26.7K | 0.00% | +30+1.1% | Added |
| Bartlett & Co. Wealth Management LLC | 3,000 | $27.9K | 0.00% | −2,000−40.0% | Reduced |
| Harbour Investments, Inc. | 3,016 | $28.0K | 0.00% | 00.0% | Unchanged |
| Proequities, Inc. | 3,881 | $36.1K | 0.00% | 00.0% | Unchanged |
| Mather Group, LLC. | 4,976 | $42.7K | 0.00% | +4,976 | New |
| Northwestern Mutual Wealth Management Co | 5,397 | $50.2K | 0.00% | −2,775−34.0% | Reduced |
| Pineridge Advisors LLC | 6,145 | $57.1K | 0.02% | 00.0% | Unchanged |
| Larson Financial Group LLC | 6,441 | $59.9K | 0.00% | −315−4.7% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 6,732 | $62.6K | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 6,793 | $63.2K | 0.00% | −136−2.0% | Reduced |
| First Personal Financial Services | 8,274 | $77.0K | 0.02% | +220+2.7% | Added |
| EntryPoint Capital, LLC | 9,141 | $85.0K | 0.08% | +5,005+121.0% | Added |
| Tucker Asset Management LLC | 9,822 | $91.3K | 0.02% | +505+5.4% | Added |
| Ignite Planners, LLC | 10,102 | $93.2K | 0.03% | −848−7.7% | Reduced |
| Hilltop Holdings Inc. | 10,145 | $94.3K | 0.01% | 00.0% | Unchanged |
| MBM Wealth Consultants, LLC | 10,264 | $95.5K | 0.03% | 00.0% | Unchanged |
| Bouchey Financial Group Ltd | 10,276 | $95.6K | 0.01% | 00.0% | Unchanged |
| Brookstone Capital Management | 10,285 | $95.7K | 0.00% | 00.0% | Unchanged |
| Atomi Financial Group, Inc. | 10,698 | $97.4K | 0.01% | −1,784−14.3% | Reduced |
| Cipher Capital LP | 10,493 | $97.6K | 0.05% | +10,493 | New |
| Naviter Wealth, LLC | 11,000 | $102.3K | 0.02% | −5,000−31.3% | Reduced |
| Signaturefd, LLC | 11,005 | $102.3K | 0.00% | +1,399+14.6% | Added |
| Mariner, LLC | 11,109 | $103.3K | 0.00% | −10,169−47.8% | Reduced |
| Campbell & CO Investment Adviser LLC | 11,288 | $105.0K | 0.01% | +11,288 | New |
| XTX Topco Ltd | 11,548 | $107.4K | 0.01% | +11,548 | New |
| Soltis Investment Advisors LLC | 11,623 | $108.1K | 0.01% | +11,623 | New |
| Spire Wealth Management | 11,664 | $108.5K | 0.00% | 00.0% | Unchanged |
| PFG Investments, LLC | 11,691 | $108.7K | 0.01% | +11,691 | New |
| Mirae Asset Global Investments Co., Ltd. | 11,849 | $110.2K | 0.00% | +324+2.8% | Added |
| Register Financial Advisors LLC | 12,019 | $111.8K | 0.06% | −963−7.4% | Reduced |
| Sigma Planning Corp | 12,336 | $114.7K | 0.00% | +12,336 | New |
| Copperleaf Capital, LLC | 13,106 | $121.9K | 0.11% | −14,948−53.3% | Reduced |
| Brown Advisory Inc | 13,200 | $122.8K | 0.00% | 00.0% | Unchanged |
| Mission Wealth Management, LP | 13,406 | $124.7K | 0.00% | −879−6.2% | Reduced |
| Financial Advocates Investment Management | 13,580 | $126.3K | 0.01% | +13,580 | New |
| ProShare Advisors LLC | 13,794 | $128.3K | 0.00% | +1,835+15.3% | Added |
| Cozad Asset Management Inc | 13,874 | $129.0K | 0.01% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 14,040 | $130.6K | 0.01% | +2,195+18.5% | Added |
| Hutchens & Kramer Investment Management Group, LLC | 14,191 | $131.0K | 0.08% | −1,106−7.2% | Reduced |
| Central Pacific Bank - Trust Division | 14,200 | $131.1K | 0.02% | +14,200 | New |
| MQS Management LLC | 14,206 | $132.1K | 0.08% | −20,856−59.5% | Reduced |
| Nicholas Hoffman & Company, LLC. | 14,354 | $133.5K | 0.01% | 00.0% | Unchanged |
| Beaumont Financial Advisors, LLC | 14,371 | $133.7K | 0.01% | +382+2.7% | Added |
| Quantinno Capital Management LP | 14,648 | $136.0K | 0.00% | +14,648 | New |
| First National Trust Co | 14,686 | $136.6K | 0.01% | 00.0% | Unchanged |
| Empirical Asset Management, LLC | 14,731 | $137.0K | 0.07% | +392+2.7% | Added |
| Northern Trust Corp | 15,240 | $141.7K | 0.00% | −2,476−14.0% | Reduced |
| WealthPlan Investment Management, LLC | 15,431 | $143.5K | 0.02% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 15,435 | $143.5K | 0.01% | 00.0% | Unchanged |
| Crewe Advisors LLC | 15,837 | $147.3K | 0.02% | +15,837 | New |
| Aquatic Capital Management LLC | 16,200 | $150.7K | 0.00% | −19,000−54.0% | Reduced |
| Greenwich Investment Management, Inc. | 16,196 | $151.0K | 0.12% | −2,385−12.8% | Reduced |
| Cape Investment Advisory, Inc. | 16,336 | $151.9K | 0.07% | −5,704−25.9% | Reduced |
| Newbridge Financial Services Group, Inc. | 16,390 | $152.4K | 0.07% | −9,117−35.7% | Reduced |
| Western Wealth Management, LLC | 16,887 | $157.0K | 0.01% | 00.0% | Unchanged |
| Stephens Inc | 16,952 | $157.6K | 0.00% | +2,838+20.1% | Added |
| Virtu Financial LLC | 16,965 | $158.0K | 0.01% | +16,965 | New |
| Farmers & Merchants Trust Co of Long Beach | 17,112 | $159.1K | 0.04% | +237+1.4% | Added |
| BKD Wealth Advisors, LLC | 17,333 | $161.2K | 0.00% | 00.0% | Unchanged |
| Capital Advisory Group Advisory Services, LLC | 17,800 | $165.5K | 0.08% | 00.0% | Unchanged |
| SeaCrest Wealth Management, LLC | 17,969 | $167.1K | 0.02% | −4,380−19.6% | Reduced |
| PFG Advisors | 18,249 | $169.7K | 0.01% | +2,929+19.1% | Added |
| Redwood Financial Network Corp | 18,558 | $172.6K | 0.15% | +59+0.3% | Added |
| Allworth Financial LP | 18,632 | $173.3K | 0.00% | 00.0% | Unchanged |
| Founders Financial Securities LLC | 18,738 | $174.3K | 0.02% | +4,323+30.0% | Added |
| CWM, LLC | 19,505 | $181.0K | 0.00% | −5,275−21.3% | Reduced |
| AlphaStar Capital Management, LLC | 19,519 | $181.5K | 0.02% | −470−2.4% | Reduced |
| Jane Street Group, LLC | 19,619 | $182.5K | 0.00% | +19,619 | New |
| Sofos Investments, Inc. | 20,924 | $184.5K | 0.02% | +6,873+48.9% | Added |
| Foundations Investment Advisors, LLC | 19,844 | $184.5K | 0.00% | 00.0% | Unchanged |
| Cresset Asset Management, LLC | 20,049 | $186.5K | 0.00% | −9,593−32.4% | Reduced |
| Cobblestone Capital Advisors LLC | 20,320 | $189.0K | 0.01% | 00.0% | Unchanged |
| Arkadios Wealth Advisors | 20,420 | $189.9K | 0.01% | +295+1.5% | Added |
| Focus Financial Network, Inc. | 20,926 | $193.6K | 0.01% | +20,926 | New |
| BFSG, LLC | 21,010 | $195.4K | 0.03% | 00.0% | Unchanged |
| Kovack Advisors, Inc. | 21,023 | $195.5K | 0.02% | 00.0% | Unchanged |
| Patriot Financial Group Insurance Agency, LLC | 22,424 | $208.5K | 0.03% | −279−1.2% | Reduced |
| Pinkerton Retirement Specialists, LLC | 22,555 | $209.8K | 0.03% | 00.0% | Unchanged |