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 |
|---|---|---|---|---|---|
| Fisher Asset Management, LLC | 23,631 | $219.8K | 0.00% | −406−1.7% | Reduced |
| Ausdal Financial Partners, Inc. | 23,700 | $220.4K | 0.03% | −3,186−11.9% | Reduced |
| Envestnet Asset Management Inc | 23,841 | $221.7K | 0.00% | −178−0.7% | Reduced |
| Triumph Capital Management | 24,431 | $225.5K | 0.09% | −2,998−10.9% | Reduced |
| Krilogy Financial LLC | 24,616 | $228.9K | 0.02% | −736−2.9% | Reduced |
| Transcend Wealth Collective, LLC | 25,498 | $237.1K | 0.02% | 00.0% | Unchanged |
| Sheaff Brock Investment Advisors, LLC | 26,206 | $243.7K | 0.02% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 26,458 | $244.2K | 0.01% | 00.0% | Unchanged |
| Panoramic Investment Advisors, LLC | 26,542 | $246.8K | 0.18% | −3,285−11.0% | Reduced |
| Wedbush Securities Inc | 27,896 | $259.0K | 0.01% | +238+0.9% | Added |
| Geneos Wealth Management Inc. | 28,811 | $267.9K | 0.01% | 00.0% | Unchanged |
| RMB Capital Management, LLC | 29,372 | $273.2K | 0.01% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 31,335 | $291.4K | 0.00% | +7,061+29.1% | Added |
| Eagle Global Advisors LLC | 32,630 | $303.5K | 0.02% | +7,955+32.2% | Added |
| Arete Wealth Advisors, LLC | 33,489 | $311.4K | 0.03% | +202+0.6% | Added |
| Wiley Bros.-Aintree Capital, LLC | 34,750 | $323.2K | 0.04% | 00.0% | Unchanged |
| Change Path, LLC | 35,406 | $329.0K | 0.01% | +35,406 | New |
| Castleview Partners, LLC | 35,564 | $330.7K | 0.18% | +162+0.5% | Added |
| Millennium Management LLC | 35,874 | $333.6K | 0.00% | +35,874 | New |
| Y-Intercept (Hong Kong) Ltd | 36,413 | $338.6K | 0.03% | +561+1.6% | Added |
| Raleigh Capital Management Inc. | 36,654 | $340.9K | 0.15% | −4,296−10.5% | Reduced |
| ERTS Wealth Advisors, LLC | 37,052 | $344.6K | 0.07% | −2,586−6.5% | Reduced |
| Creative Planning | 37,625 | $349.9K | 0.00% | +4,207+12.6% | Added |
| Quantbot Technologies LP | 39,729 | $369.5K | 0.02% | +25,609+181.4% | Added |
| Guggenheim Capital LLC | 39,763 | $369.8K | 0.00% | +2,221+5.9% | Added |
| Sequoia Financial Advisors, LLC | 39,794 | $370.1K | 0.00% | 00.0% | Unchanged |
| Royal Bank of Canada | 39,871 | $371.0K | 0.00% | −4,960−11.1% | Reduced |
| Lido Advisors, LLC | 41,955 | $390.2K | 0.00% | +16,700+66.1% | Added |
| Koshinski Asset Management, Inc. | 47,828 | $444.8K | 0.05% | −20,681−30.2% | Reduced |
| Commonwealth Equity Services, LLC | 48,332 | $449.0K | 0.00% | −6,023−11.1% | Reduced |
| SG Americas Securities, LLC | 48,774 | $454.0K | 0.00% | +48,774 | New |
| Quadrature Capital Ltd | 48,825 | $454.1K | 0.01% | +17,771+57.2% | Added |
| Deerfield Management Company, L.P. (Series C) | 49,821 | $463.3K | 0.01% | +49,821 | New |
| WNY Asset Management, LLC | 50,494 | $469.6K | 0.07% | −20,261−28.6% | Reduced |
| Trexquant Investment LP | 50,495 | $469.6K | 0.01% | +50,495 | New |
| Susquehanna International Group, LLP | 52,525 | $488.5K | 0.00% | +1,493+2.9% | Added |
| Dynamic Technology Lab Private Ltd | 52,811 | $491.0K | 0.05% | +52,811 | New |
| HRT Financial LP | 53,377 | $496.0K | 0.00% | +53,377 | New |
| Apollon Wealth Management, LLC | 55,679 | $517.8K | 0.02% | −3,002−5.1% | Reduced |
| Warren Averett Asset Management, LLC | 61,200 | $569.2K | 0.01% | +61,200 | New |
| Citadel Advisors LLC | 62,199 | $578.5K | 0.00% | +62,199 | New |
| Kestra Advisory Services, LLC | 62,476 | $581.0K | 0.00% | +21,997+54.3% | Added |
| Retirement Group, LLC | 63,043 | $586.3K | 0.21% | +82+0.1% | Added |
| Sunbelt Securities, Inc. | 65,425 | $608.5K | 0.07% | −1,240−1.9% | Reduced |
| Stifel Financial Corp | 67,957 | $632.0K | 0.00% | +4,530+7.1% | Added |
| Cetera Investment Advisers | 68,646 | $638.4K | 0.00% | +47,918+231.2% | Added |
| Bard Associates Inc | 71,050 | $660.8K | 0.24% | 00.0% | Unchanged |
| Great West Life Assurance Co | 74,048 | $689.0K | 0.00% | −7,741−9.5% | Reduced |
| Virtus ETF Advisers LLC | 75,150 | $698.9K | 0.37% | +21,317+39.6% | Added |
| MML Investors Services, LLC | 76,198 | $709.0K | 0.00% | +76,198 | New |
| Prime Capital Investment Advisors, LLC | 76,819 | $714.4K | 0.01% | −22,754−22.9% | Reduced |
| Harbor Capital Advisors, Inc. | 79,792 | $742.0K | 0.10% | +79,792 | New |
| Ameriprise Financial Inc | 88,304 | $821.0K | 0.00% | −2,227−2.5% | Reduced |
| HighTower Advisors, LLC | 88,780 | $826.0K | 0.00% | −9,889−10.0% | Reduced |
| HighPoint Advisor Group LLC | 89,851 | $881.0K | 0.06% | −454−0.5% | Reduced |
| Raymond James & Associates | 98,421 | $915.3K | 0.00% | −51,033−34.1% | Reduced |
| Qube Research & Technologies Ltd | 98,567 | $916.7K | 0.00% | +81,307+471.1% | Added |
| Jump Financial, LLC | 103,613 | $963.6K | 0.03% | +31,083+42.9% | Added |
| Cliffwater LLC | 113,298 | $1.05M | 0.28% | 00.0% | Unchanged |
| Green Square Capital Advisors LLC | 116,098 | $1.08M | 0.14% | +116,098 | New |
| LSV Asset Management | 140,500 | $1.31M | 0.00% | 00.0% | Unchanged |
| McKinley Capital Management LLC /Delaware | 155,955 | $1.45M | 0.17% | −6,263−3.9% | Reduced |
| Tudor Investment Corp Et Al | 176,257 | $1.64M | 0.02% | −37,667−17.6% | Reduced |
| Sumitomo Mitsui Trust Holdings, Inc. | 192,566 | $1.79M | 0.00% | −62,921−24.6% | Reduced |
| Royce & Associates LP | 215,300 | $2.00M | 0.02% | 00.0% | Unchanged |
| Muzinich & Co., Inc. | 255,487 | $2.19M | 1.90% | 00.0% | Unchanged |
| Skandinaviska Enskilda Banken AB (publ) | 239,440 | $2.23M | 0.01% | 00.0% | Unchanged |
| Condor Capital Management | 258,639 | $2.41M | 0.24% | +16,931+7.0% | Added |
| LPL Financial LLC | 284,206 | $2.64M | 0.00% | +29,840+11.7% | Added |
| LM Advisors LLC | 126,542 | $2.65M | 0.42% | +126,542 | New |
| Cambridge Investment Research Advisors, Inc. | 290,341 | $2.70M | 0.01% | −9,953−3.3% | Reduced |
| BI Asset Management Fondsmaeglerselskab A/S | 296,548 | $2.76M | 0.05% | +110,037+59.0% | Added |
| Prevail Innovative Wealth Advisors, LLC | 303,004 | $2.82M | 1.05% | +15,953+5.6% | Added |
| Bulldog Investors, LLP | 306,451 | $2.85M | 0.94% | −212,130−40.9% | Reduced |
| Neuberger Berman Group LLC | 335,772 | $3.12M | 0.00% | +20,050+6.4% | Added |
| Advisors Asset Management, Inc. | 363,319 | $3.38M | 0.06% | +20,846+6.1% | Added |
| BlackRock Inc. | 481,721 | $4.48M | 0.00% | −14,081−2.8% | Reduced |
| Confluence Investment Management LLC | 501,683 | $4.67M | 0.06% | −580−0.1% | Reduced |
| Advisor Group Holdings, Inc. | 510,899 | $4.75M | 0.01% | −56,657−10.0% | Reduced |
| Bank of America Corp | 518,017 | $4.82M | 0.00% | +2,243+0.4% | Added |
| Morgan Stanley | 559,308 | $5.20M | 0.00% | +63,253+12.8% | Added |
| Hennion & Walsh Asset Management, Inc. | 587,603 | $5.46M | 0.29% | +74,013+14.4% | Added |
| Price T Rowe Associates Inc | 591,595 | $5.50M | 0.00% | 00.0% | Unchanged |
| Raymond James Financial Services Advisors, Inc. | 663,895 | $6.17M | 0.01% | +18,826+2.9% | Added |
| Dimension Capital Management LLC | 756,724 | $7.04M | 1.40% | −40,338−5.1% | Reduced |
| Nicola Wealth Management Ltd. | 614,000 | $7.73M | 0.75% | 00.0% | Unchanged |
| Two Sigma Advisers, LP | 840,300 | $7.81M | 0.02% | +149,300+21.6% | Added |
| Legal & General Group Plc | 864,806 | $8.04M | 0.00% | +53,429+6.6% | Added |
| Wells Fargo & Company | 883,115 | $8.21M | 0.00% | −354,507−28.6% | Reduced |
| Two Sigma Investments, LP | 1,007,874 | $9.37M | 0.02% | +225,254+28.8% | Added |
| Invesco Ltd. | 1,026,815 | $9.55M | 0.00% | +46,822+4.8% | Added |
| UBS Group AG | 1,150,164 | $10.7M | 0.00% | +42,418+3.8% | Added |
| Punch & Associates Investment Management, Inc. | 1,260,346 | $11.7M | 0.67% | −278,618−18.1% | Reduced |
| Relative Value Partners Group, LLC | 1,365,433 | $12.3M | 0.76% | −6,055−0.4% | Reduced |
| Van Eck Associates Corp | 1,816,849 | $16.9M | 0.03% | +125,717+7.4% | Added |
| Callodine Capital Management, LP | 1,940,826 | $18.0M | 4.37% | −192,532−9.0% | Reduced |
| Private Management Group Inc | 3,029,304 | $28.2M | 1.07% | +2,679+0.1% | Added |
| Ares Management LLC | 4,102,857 | $38.2M | 0.89% | −244,657−5.6% | Reduced |
| Barings LLC | 13,639,681 | $126.8M | 3.18% | 00.0% | Unchanged |
| Privium Fund Management (UK) Ltd | 0 | $0 | 0.00% | −174,400−100.0% | Sold out |