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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.

Institutional holdersQ1 2024: 199 institutions
Q1 2021: 107 institutionsQ2 2021: 114 institutionsQ3 2021: 111 institutionsQ4 2021: 114 institutionsQ1 2022: 211 institutionsQ2 2022: 217 institutionsQ3 2022: 204 institutionsQ4 2022: 221 institutionsQ1 2023: 217 institutionsQ2 2023: 210 institutionsQ3 2023: 209 institutionsQ4 2023: 203 institutionsQ1 2024: 199 institutionsQ2 2024: 191 institutionsQ3 2024: 199 institutionsQ4 2024: 198 institutionsQ1 2025: 211 institutionsQ2 2025: 195 institutionsQ3 2025: 209 institutionsQ4 2025: 217 institutionsQ1 2026: 210 institutionsQ2 2026: 201 institutions
Value heldQ1 2024: $439.2M
Q1 2021: $436.1MQ2 2021: $458.3MQ3 2021: $465.7MQ4 2021: $464.8MQ1 2022: $527.7MQ2 2022: $495.1MQ3 2022: $443.7MQ4 2022: $439.0MQ1 2023: $422.8MQ2 2023: $405.3MQ3 2023: $436.9MQ4 2023: $408.4MQ1 2024: $439.2MQ2 2024: $426.6MQ3 2024: $434.1MQ4 2024: $431.1MQ1 2025: $425.4MQ2 2025: $412.8MQ3 2025: $401.5MQ4 2025: $439.0MQ1 2026: $392.8MQ2 2026: $428.6M
Institutions holding BBDC and their total value by quarter
QuarterHoldersValue
Q2 2026201$428.6M
Q1 2026210$392.8M
Q4 2025217$439.0M
Q3 2025209$401.5M
Q2 2025195$412.8M
Q1 2025211$425.4M
Q4 2024198$431.1M
Q3 2024199$434.1M
Q2 2024191$426.6M
Q1 2024199$439.2M
Q4 2023203$408.4M
Q3 2023209$436.9M
Q2 2023210$405.3M
Q1 2023217$422.8M
Q4 2022221$439.0M
Q3 2022204$443.7M
Q2 2022217$495.1M
Q1 2022211$527.7M
Q4 2021114$464.8M
Q3 2021111$465.7M
Q2 2021114$458.3M
Q1 2021107$436.1M

Institutions, Q1 2024

Shares, value and share of portfolio for each institution holding Barings BDC, Inc.; share changes are against Q4 2023.

Institutions holding BBDC in Q1 2024
InstitutionSharesValue% of portfolioChange in sharesAction
Patriot Financial Group Insurance Agency, LLC22,424$208.5K0.03%−279−1.2%Reduced
Kovack Advisors, Inc.21,023$195.5K0.02%00.0%Unchanged
BFSG, LLC21,010$195.4K0.03%00.0%Unchanged
Focus Financial Network, Inc.20,926$193.6K0.01%+20,926New
Arkadios Wealth Advisors20,420$189.9K0.01%+295+1.5%Added
Cobblestone Capital Advisors LLC20,320$189.0K0.01%00.0%Unchanged
Cresset Asset Management, LLC20,049$186.5K0.00%−9,593−32.4%Reduced
Foundations Investment Advisors, LLC19,844$184.5K0.00%00.0%Unchanged
Sofos Investments, Inc.20,924$184.5K0.02%+6,873+48.9%Added
Jane Street Group, LLC19,619$182.5K0.00%+19,619New
AlphaStar Capital Management, LLC19,519$181.5K0.02%−470−2.4%Reduced
CWM, LLC19,505$181.0K0.00%−5,275−21.3%Reduced
Founders Financial Securities LLC18,738$174.3K0.02%+4,323+30.0%Added
Allworth Financial LP18,632$173.3K0.00%00.0%Unchanged
Redwood Financial Network Corp18,558$172.6K0.15%+59+0.3%Added
PFG Advisors18,249$169.7K0.01%+2,929+19.1%Added
SeaCrest Wealth Management, LLC17,969$167.1K0.02%−4,380−19.6%Reduced
Capital Advisory Group Advisory Services, LLC17,800$165.5K0.08%00.0%Unchanged
BKD Wealth Advisors, LLC17,333$161.2K0.00%00.0%Unchanged
Farmers & Merchants Trust Co of Long Beach17,112$159.1K0.04%+237+1.4%Added
Virtu Financial LLC16,965$158.0K0.01%+16,965New
Stephens Inc16,952$157.6K0.00%+2,838+20.1%Added
Western Wealth Management, LLC16,887$157.0K0.01%00.0%Unchanged
Newbridge Financial Services Group, Inc.16,390$152.4K0.07%−9,117−35.7%Reduced
Cape Investment Advisory, Inc.16,336$151.9K0.07%−5,704−25.9%Reduced
Greenwich Investment Management, Inc.16,196$151.0K0.12%−2,385−12.8%Reduced
Aquatic Capital Management LLC16,200$150.7K0.00%−19,000−54.0%Reduced
Crewe Advisors LLC15,837$147.3K0.02%+15,837New
Global Retirement Partners, LLC15,435$143.5K0.01%00.0%Unchanged
WealthPlan Investment Management, LLC15,431$143.5K0.02%00.0%Unchanged
Northern Trust Corp15,240$141.7K0.00%−2,476−14.0%Reduced
Empirical Asset Management, LLC14,731$137.0K0.07%+392+2.7%Added
First National Trust Co14,686$136.6K0.01%00.0%Unchanged
Quantinno Capital Management LP14,648$136.0K0.00%+14,648New
Beaumont Financial Advisors, LLC14,371$133.7K0.01%+382+2.7%Added
Nicholas Hoffman & Company, LLC.14,354$133.5K0.01%00.0%Unchanged
MQS Management LLC14,206$132.1K0.08%−20,856−59.5%Reduced
Central Pacific Bank - Trust Division14,200$131.1K0.02%+14,200New
Hutchens & Kramer Investment Management Group, LLC14,191$131.0K0.08%−1,106−7.2%Reduced
Sound Income Strategies, LLC14,040$130.6K0.01%+2,195+18.5%Added
Cozad Asset Management Inc13,874$129.0K0.01%00.0%Unchanged
ProShare Advisors LLC13,794$128.3K0.00%+1,835+15.3%Added
Financial Advocates Investment Management13,580$126.3K0.01%+13,580New
Mission Wealth Management, LP13,406$124.7K0.00%−879−6.2%Reduced
Brown Advisory Inc13,200$122.8K0.00%00.0%Unchanged
Copperleaf Capital, LLC13,106$121.9K0.11%−14,948−53.3%Reduced
Sigma Planning Corp12,336$114.7K0.00%+12,336New
Register Financial Advisors LLC12,019$111.8K0.06%−963−7.4%Reduced
Mirae Asset Global Investments Co., Ltd.11,849$110.2K0.00%+324+2.8%Added
PFG Investments, LLC11,691$108.7K0.01%+11,691New
Spire Wealth Management11,664$108.5K0.00%00.0%Unchanged
Soltis Investment Advisors LLC11,623$108.1K0.01%+11,623New
XTX Topco Ltd11,548$107.4K0.01%+11,548New
Campbell & CO Investment Adviser LLC11,288$105.0K0.01%+11,288New
Mariner, LLC11,109$103.3K0.00%−10,169−47.8%Reduced
Signaturefd, LLC11,005$102.3K0.00%+1,399+14.6%Added
Naviter Wealth, LLC11,000$102.3K0.02%−5,000−31.3%Reduced
Cipher Capital LP10,493$97.6K0.05%+10,493New
Atomi Financial Group, Inc.10,698$97.4K0.01%−1,784−14.3%Reduced
Brookstone Capital Management10,285$95.7K0.00%00.0%Unchanged
Bouchey Financial Group Ltd10,276$95.6K0.01%00.0%Unchanged
MBM Wealth Consultants, LLC10,264$95.5K0.03%00.0%Unchanged
Hilltop Holdings Inc.10,145$94.3K0.01%00.0%Unchanged
Ignite Planners, LLC10,102$93.2K0.03%−848−7.7%Reduced
Tucker Asset Management LLC9,822$91.3K0.02%+505+5.4%Added
EntryPoint Capital, LLC9,141$85.0K0.08%+5,005+121.0%Added
First Personal Financial Services8,274$77.0K0.02%+220+2.7%Added
Quadrant Capital Group LLC6,793$63.2K0.00%−136−2.0%Reduced
Nelson, Van Denburg & Campbell Wealth Management Group, LLC6,732$62.6K0.00%00.0%Unchanged
Larson Financial Group LLC6,441$59.9K0.00%−315−4.7%Reduced
Pineridge Advisors LLC6,145$57.1K0.02%00.0%Unchanged
Northwestern Mutual Wealth Management Co5,397$50.2K0.00%−2,775−34.0%Reduced
Mather Group, LLC.4,976$42.7K0.00%+4,976New
Proequities, Inc.3,881$36.1K0.00%00.0%Unchanged
Harbour Investments, Inc.3,016$28.0K0.00%00.0%Unchanged
Bartlett & Co. Wealth Management LLC3,000$27.9K0.00%−2,000−40.0%Reduced
Creative Financial Designs Inc2,866$26.7K0.00%+30+1.1%Added
Tyler-Stone Wealth Management2,853$26.5K0.01%−850−23.0%Reduced
Parallel Advisors, LLC2,804$26.1K0.00%−445−13.7%Reduced
Cooperman Leon G2,643$24.6K0.00%00.0%Unchanged
Simplex Trading, LLC2,674$24.0K0.00%−3,542−57.0%Reduced
Hollencrest Capital Management2,284$21.2K0.00%+61+2.7%Added
CIBC Private Wealth Group, LLC2,300$21.2K0.00%+2,300New
GWM Advisors LLC2,193$20.4K0.00%−1,156−34.5%Reduced
Thurston, Springer, Miller, Herd & Titak, Inc.2,000$18.6K0.01%+2,000New
Caldwell Sutter Capital, Inc.1,958$18.2K0.01%00.0%Unchanged
Private Trust Co NA1,163$10.8K0.00%00.0%Unchanged
Lindbrook Capital, LLC1,159$10.8K0.00%+131+12.7%Added
Citizens National Bank Trust Department1,139$10.6K0.00%00.0%Unchanged
Gradient Investments LLC1,118$10.4K0.00%−10,263−90.2%Reduced
Founders Capital Management979$9.11K0.01%00.0%Unchanged
Global Assets Advisory, LLC55,777$6.04K0.28%+55,777New
North Star Investment Management Corp.640$5.95K0.00%00.0%Unchanged
Ronald Blue Trust, Inc.547$5.09K0.00%00.0%Unchanged
JPMorgan Chase & Co523$4.86K0.00%00.0%Unchanged
Group One Trading, L.P.429$3.99K0.00%+229+114.5%Added
Thompson Investment Management, Inc.278$2.58K0.00%00.0%Unchanged
US Bancorp273$2.54K0.00%−169−38.2%Reduced
Huntington National Bank120$1.12K0.00%+119+11,900.0%Added
Privium Fund Management (UK) Ltd0$00.00%−174,400−100.0%Sold out