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, Q2 2024
Institutional positions in Barings BDC, Inc. as of Jun 30, 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
- 191
- −5 vs. Q1 2024
- Shares held
- 43.6M
- −3.27M (−7.0%) vs. Q1 2024
- Total value
- $426.6M
- −$11.7M (−2.7%) vs. Q1 2024
- New holders
- 26
- 63 more added
- Sold out
- 31
- 55 more reduced
3 institutions that held it in Q1 2024 haven't filed for Q2 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2024: 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, Q2 2024
Shares, value and share of portfolio for each institution holding Barings BDC, Inc.; share changes are against Q1 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Barings LLC | 13,639,681 | $132.7M | 3.23% | 00.0% | Unchanged |
| Ares Management LLC | 3,989,409 | $38.8M | 1.15% | −113,448−2.8% | Reduced |
| Private Management Group Inc | 3,015,340 | $29.3M | 1.13% | −13,964−0.5% | Reduced |
| Van Eck Associates Corp | 2,138,487 | $20.8M | 0.03% | +321,638+17.7% | Added |
| Two Sigma Advisers, LP | 1,299,800 | $12.6M | 0.03% | +459,500+54.7% | Added |
| Punch & Associates Investment Management, Inc. | 1,261,863 | $12.3M | 0.72% | +1,517+0.1% | Added |
| UBS Group AG | 1,130,640 | $11.0M | 0.00% | −19,524−1.7% | Reduced |
| Invesco Ltd. | 1,022,664 | $9.95M | 0.00% | −4,151−0.4% | Reduced |
| Two Sigma Investments, LP | 998,684 | $9.72M | 0.02% | −9,190−0.9% | Reduced |
| Callodine Capital Management, LP | 976,249 | $9.50M | 2.22% | −964,577−49.7% | Reduced |
| Legal & General Group Plc | 857,053 | $8.35M | 0.00% | −7,753−0.9% | Reduced |
| Nicola Wealth Management Ltd. | 614,000 | $8.17M | 0.73% | 00.0% | Unchanged |
| Raymond James Financial Services Advisors, Inc. | 839,224 | $8.17M | 0.01% | +175,329+26.4% | Added |
| Bank of America Corp | 652,992 | $6.35M | 0.00% | +134,975+26.1% | Added |
| Dimension Capital Management LLC | 603,990 | $5.88M | 1.20% | −152,734−20.2% | Reduced |
| Hennion & Walsh Asset Management, Inc. | 576,394 | $5.61M | 0.29% | −11,209−1.9% | Reduced |
| Morgan Stanley | 511,407 | $4.98M | 0.00% | −47,901−8.6% | Reduced |
| Confluence Investment Management LLC | 509,447 | $4.96M | 0.07% | +7,764+1.5% | Added |
| Price T Rowe Associates Inc | 465,995 | $4.54M | 0.00% | −125,600−21.2% | Reduced |
| BlackRock Inc. | 462,606 | $4.50M | 0.00% | −19,115−4.0% | Reduced |
| Neuberger Berman Group LLC | 444,337 | $4.32M | 0.00% | +108,565+32.3% | Added |
| Wells Fargo & Company | 423,394 | $4.12M | 0.00% | −459,721−52.1% | Reduced |
| Advisor Group Holdings, Inc. | 368,090 | $3.58M | 0.01% | −142,809−28.0% | Reduced |
| Advisors Asset Management, Inc. | 324,239 | $3.15M | 0.06% | −39,080−10.8% | Reduced |
| BI Asset Management Fondsmaeglerselskab A/S | 304,485 | $2.96M | 0.05% | +7,937+2.7% | Added |
| Harbor Capital Advisors, Inc. | 297,938 | $2.90M | 0.22% | +218,146+273.4% | Added |
| LPL Financial LLC | 295,492 | $2.88M | 0.00% | +11,286+4.0% | Added |
| Cambridge Investment Research Advisors, Inc. | 275,615 | $2.68M | 0.01% | −14,726−5.1% | Reduced |
| Skandinaviska Enskilda Banken AB (publ) | 239,440 | $2.33M | 0.01% | 00.0% | Unchanged |
| Franklin Resources Inc | 232,564 | $2.26M | 0.00% | +232,564 | New |
| Royce & Associates LP | 215,300 | $2.09M | 0.02% | 00.0% | Unchanged |
| Tudor Investment Corp Et Al | 200,274 | $1.95M | 0.02% | +24,017+13.6% | Added |
| Muzinich & Co., Inc. | 181,796 | $1.77M | 1.42% | −73,691−28.8% | Reduced |
| Sumitomo Mitsui Trust Holdings, Inc. | 181,796 | $1.77M | 0.00% | −10,770−5.6% | Reduced |
| McKinley Capital Management LLC /Delaware | 157,263 | $1.53M | 0.27% | +1,308+0.8% | Added |
| HighTower Advisors, LLC | 140,788 | $1.37M | 0.00% | +52,008+58.6% | Added |
| LSV Asset Management | 140,500 | $1.37M | 0.00% | 00.0% | Unchanged |
| Green Square Capital Advisors LLC | 126,098 | $1.23M | 0.17% | +10,000+8.6% | Added |
| Qube Research & Technologies Ltd | 123,641 | $1.20M | 0.00% | +25,074+25.4% | Added |
| Cliffwater LLC | 116,490 | $1.13M | 0.24% | +3,192+2.8% | Added |
| HRT Financial LP | 115,738 | $1.13M | 0.01% | +62,361+116.8% | Added |
| Raymond James & Associates | 95,643 | $930.6K | 0.00% | −2,778−2.8% | Reduced |
| Virtus ETF Advisers LLC | 91,802 | $893.2K | 0.44% | +16,652+22.2% | Added |
| Ameriprise Financial Inc | 84,949 | $826.6K | 0.00% | −3,355−3.8% | Reduced |
| Great West Life Assurance Co | 77,453 | $754.0K | 0.00% | +3,405+4.6% | Added |
| Prime Capital Investment Advisors, LLC | 76,890 | $748.1K | 0.01% | +71+0.1% | Added |
| Wealth Enhancement Advisory Services, LLC | 75,129 | $731.0K | 0.00% | +75,129 | New |
| Cetera Investment Advisers | 72,569 | $706.1K | 0.00% | +3,923+5.7% | Added |
| Bard Associates Inc | 71,050 | $691.3K | 0.26% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 65,733 | $639.6K | 0.07% | +308+0.5% | Added |
| Warren Averett Asset Management, LLC | 64,192 | $624.6K | 0.01% | +2,992+4.9% | Added |
| Stifel Financial Corp | 63,093 | $613.9K | 0.00% | −4,864−7.2% | Reduced |
| Kestra Advisory Services, LLC | 62,538 | $608.5K | 0.00% | +62+0.1% | Added |
| HighPoint Advisor Group LLC | 57,545 | $584.0K | 0.03% | −32,306−36.0% | Reduced |
| Apollon Wealth Management, LLC | 55,963 | $544.5K | 0.02% | +284+0.5% | Added |
| Lido Advisors, LLC | 50,205 | $488.5K | 0.00% | +8,250+19.7% | Added |
| Commonwealth Equity Services, LLC | 49,800 | $485.0K | 0.00% | +1,468+3.0% | Added |
| Koshinski Asset Management, Inc. | 45,876 | $459.2K | 0.04% | −1,952−4.1% | Reduced |
| Y-Intercept (Hong Kong) Ltd | 44,617 | $434.1K | 0.02% | +8,204+22.5% | Added |
| Eagle Global Advisors LLC | 41,110 | $400.0K | 0.02% | +8,480+26.0% | Added |
| Sequoia Financial Advisors, LLC | 39,559 | $384.9K | 0.00% | −235−0.6% | Reduced |
| Guggenheim Capital LLC | 39,215 | $381.6K | 0.00% | −548−1.4% | Reduced |
| Royal Bank of Canada | 38,462 | $374.0K | 0.00% | −1,409−3.5% | Reduced |
| AE Wealth Management LLC | 38,113 | $370.8K | 0.00% | +38,113 | New |
| Cambria Investment Management, L.P. | 38,047 | $370.2K | 0.02% | +38,047 | New |
| Raleigh Capital Management Inc. | 37,840 | $368.2K | 0.16% | +1,186+3.2% | Added |
| Creative Planning | 37,120 | $361.2K | 0.00% | −505−1.3% | Reduced |
| Wiley Bros.-Aintree Capital, LLC | 36,950 | $359.5K | 0.02% | +2,200+6.3% | Added |
| ERTS Wealth Advisors, LLC | 35,726 | $347.6K | 0.07% | −1,326−3.6% | Reduced |
| Arete Wealth Advisors, LLC | 33,687 | $328.0K | 0.03% | +198+0.6% | Added |
| Steward Partners Investment Advisory, LLC | 32,535 | $316.6K | 0.00% | +1,200+3.8% | Added |
| Castleview Partners, LLC | 31,945 | $310.8K | 0.18% | −3,619−10.2% | Reduced |
| WNY Asset Management, LLC | 31,849 | $309.9K | 0.04% | −18,645−36.9% | Reduced |
| Alpine Global Management, LLC | 30,000 | $291.9K | 0.05% | +30,000 | New |
| RMB Capital Management, LLC | 29,372 | $285.8K | 0.01% | 00.0% | Unchanged |
| Arkadios Wealth Advisors | 28,985 | $282.0K | 0.02% | +8,565+41.9% | Added |
| Envestnet Asset Management Inc | 28,933 | $281.5K | 0.00% | +5,092+21.4% | Added |
| Geneos Wealth Management Inc. | 27,822 | $270.7K | 0.01% | −989−3.4% | Reduced |
| Wedbush Securities Inc | 27,396 | $267.0K | 0.01% | −500−1.8% | Reduced |
| Farther Finance Advisors, LLC | 26,458 | $257.4K | 0.01% | 00.0% | Unchanged |
| Goldman Sachs Group Inc | 25,930 | $252.3K | 0.00% | +25,930 | New |
| Aquatic Capital Management LLC | 25,800 | $251.0K | 0.01% | +9,600+59.3% | Added |
| Centiva Capital, LP | 25,069 | $243.9K | 0.01% | +25,069 | New |
| Triumph Capital Management | 24,366 | $237.1K | 0.09% | −65−0.3% | Reduced |
| Ausdal Financial Partners, Inc. | 23,984 | $233.4K | 0.02% | +284+1.2% | Added |
| Transcend Wealth Collective, LLC | 23,198 | $225.7K | 0.02% | −2,300−9.0% | Reduced |
| Patriot Financial Group Insurance Agency, LLC | 22,669 | $220.6K | 0.03% | +245+1.1% | Added |
| Lazard Asset Management LLC | 21,540 | $209.0K | 0.00% | +21,540 | New |
| Founders Financial Securities LLC | 21,255 | $206.8K | 0.02% | +2,517+13.4% | Added |
| BFSG, LLC | 21,010 | $204.4K | 0.03% | 00.0% | Unchanged |
| Group One Trading, L.P. | 20,529 | $199.7K | 0.01% | +20,100+4,685.3% | Added |
| Cobblestone Capital Advisors LLC | 20,319 | $197.7K | 0.01% | −10.0% | Reduced |
| Focus Financial Network, Inc. | 19,127 | $194.9K | 0.01% | −1,799−8.6% | Reduced |
| PFG Advisors | 19,900 | $193.6K | 0.01% | +1,651+9.0% | Added |
| Foundations Investment Advisors, LLC | 19,844 | $193.1K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 19,515 | $190.0K | 0.00% | +10+0.1% | Added |
| SeaCrest Wealth Management, LLC | 19,169 | $186.5K | 0.02% | +1,200+6.7% | Added |
| Allworth Financial LP | 18,632 | $186.3K | 0.00% | 00.0% | Unchanged |
| Redwood Financial Network Corp | 18,558 | $180.6K | 0.15% | 00.0% | Unchanged |
| Capital Advisory Group Advisory Services, LLC | 18,300 | $178.1K | 0.08% | +500+2.8% | Added |