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 |
|---|---|---|---|---|---|
| FMR LLC | 1 | $10 | 0.00% | +1 | New |
| Smartleaf Asset Management LLC | 162 | $1.57K | 0.00% | +162 | New |
| US Bancorp | 273 | $2.66K | 0.00% | 00.0% | Unchanged |
| Thompson Investment Management, Inc. | 278 | $2.71K | 0.00% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 393 | $3.82K | 0.00% | +393 | New |
| Ronald Blue Trust, Inc. | 547 | $5.09K | 0.00% | 00.0% | Unchanged |
| JPMorgan Chase & Co | 523 | $5.09K | 0.00% | 00.0% | Unchanged |
| SWAN Capital LLC | 603 | $5.87K | 0.00% | +603 | New |
| North Star Investment Management Corp. | 640 | $6.23K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 949 | $9.23K | 0.00% | +949 | New |
| Founders Capital Management | 979 | $9.53K | 0.01% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 996 | $9.69K | 0.00% | −163−14.1% | Reduced |
| Gradient Investments LLC | 1,118 | $10.9K | 0.00% | 00.0% | Unchanged |
| Citizens National Bank Trust Department | 1,139 | $11.1K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 1,163 | $11.3K | 0.00% | 00.0% | Unchanged |
| Redwood Wealth Management Group, LLC | 1,442 | $14.0K | 0.01% | +1,442 | New |
| Caldwell Sutter Capital, Inc. | 1,958 | $19.1K | 0.01% | 00.0% | Unchanged |
| GWM Advisors LLC | 2,193 | $21.3K | 0.00% | 00.0% | Unchanged |
| nVerses Capital, LLC | 2,200 | $21.4K | 0.01% | +2,200 | New |
| Hollencrest Capital Management | 2,344 | $22.8K | 0.00% | +60+2.6% | Added |
| CIBC Private Wealth Group, LLC | 2,300 | $23.1K | 0.00% | 00.0% | Unchanged |
| Cooperman Leon G | 2,643 | $25.7K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 2,666 | $25.9K | 0.00% | −138−4.9% | Reduced |
| Harbour Investments, Inc. | 2,781 | $27.1K | 0.00% | −235−7.8% | Reduced |
| Tyler-Stone Wealth Management | 2,853 | $27.8K | 0.01% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 3,000 | $29.2K | 0.00% | 00.0% | Unchanged |
| Tucker Asset Management LLC | 3,121 | $30.4K | 0.01% | −6,701−68.2% | Reduced |
| Asset Dedication, LLC | 3,700 | $36.0K | 0.00% | +3,700 | New |
| Proequities, Inc. | 3,881 | $37.8K | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 3,917 | $38.1K | 0.00% | +1,051+36.7% | Added |
| Crewe Advisors LLC | 4,431 | $43.1K | 0.00% | −11,406−72.0% | Reduced |
| Mather Group, LLC. | 4,976 | $46.3K | 0.00% | 00.0% | Unchanged |
| Coppell Advisory Solutions LLC | 5,233 | $50.9K | 0.01% | +5,233 | New |
| Northwestern Mutual Wealth Management Co | 6,016 | $58.5K | 0.00% | +619+11.5% | Added |
| Pineridge Advisors LLC | 6,145 | $59.8K | 0.02% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 6,732 | $65.5K | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 6,793 | $66.1K | 0.00% | 00.0% | Unchanged |
| Sofos Investments, Inc. | 6,873 | $66.9K | 0.02% | −14,051−67.2% | Reduced |
| Larson Financial Group LLC | 7,339 | $71.4K | 0.00% | +898+13.9% | Added |
| First Personal Financial Services | 8,492 | $82.6K | 0.02% | +218+2.6% | Added |
| Newbridge Financial Services Group, Inc. | 8,602 | $83.7K | 0.03% | −7,788−47.5% | Reduced |
| Camelot Portfolios, LLC | 8,631 | $84.0K | 0.05% | +8,631 | New |
| Ashton Thomas Private Wealth, LLC | 8,861 | $86.2K | 0.00% | +8,861 | New |
| Huntington National Bank | 9,233 | $89.8K | 0.00% | +9,113+7,594.2% | Added |
| Hilltop Holdings Inc. | 10,145 | $98.7K | 0.01% | 00.0% | Unchanged |
| Advisory Alpha, LLC | 10,146 | $98.7K | 0.00% | +10,146 | New |
| Bouchey Financial Group Ltd | 10,276 | $99.0K | 0.01% | 00.0% | Unchanged |
| Ignite Planners, LLC | 10,102 | $100.8K | 0.02% | 00.0% | Unchanged |
| Atomi Financial Group, Inc. | 10,698 | $101.4K | 0.01% | 00.0% | Unchanged |
| Naviter Wealth, LLC | 11,000 | $107.0K | 0.02% | 00.0% | Unchanged |
| Insigneo Advisory Services, LLC | 11,619 | $107.8K | 0.01% | +11,619 | New |
| Spire Wealth Management | 11,344 | $110.4K | 0.00% | −320−2.7% | Reduced |
| Signaturefd, LLC | 11,470 | $111.6K | 0.00% | +465+4.2% | Added |
| Cape Investment Advisory, Inc. | 11,685 | $113.7K | 0.05% | −4,651−28.5% | Reduced |
| Sound Income Strategies, LLC | 11,780 | $114.6K | 0.01% | −2,260−16.1% | Reduced |
| PFG Investments, LLC | 11,825 | $115.1K | 0.01% | +134+1.1% | Added |
| Register Financial Advisors LLC | 12,055 | $117.3K | 0.06% | +36+0.3% | Added |
| Mission Wealth Management, LP | 12,285 | $119.5K | 0.00% | −1,121−8.4% | Reduced |
| Sigma Planning Corp | 12,382 | $120.5K | 0.00% | +46+0.4% | Added |
| Sanctuary Advisors, LLC | 12,948 | $120.7K | 0.00% | +12,948 | New |
| Chicago Partners Investment Group LLC | 11,901 | $120.7K | 0.00% | +11,901 | New |
| Brown Advisory Inc | 13,200 | $128.4K | 0.00% | 00.0% | Unchanged |
| Greenwich Investment Management, Inc. | 13,510 | $131.5K | 0.12% | −2,686−16.6% | Reduced |
| Financial Advocates Investment Management | 13,580 | $132.1K | 0.01% | 00.0% | Unchanged |
| Cozad Asset Management Inc | 13,874 | $135.0K | 0.01% | 00.0% | Unchanged |
| Susquehanna International Group, LLP | 13,998 | $136.2K | 0.00% | −38,527−73.3% | Reduced |
| Brookstone Capital Management | 13,503 | $137.6K | 0.00% | +3,218+31.3% | Added |
| Advisory Services Network, LLC | 14,190 | $138.1K | 0.00% | +14,190 | New |
| Hutchens & Kramer Investment Management Group, LLC | 14,191 | $138.1K | 0.08% | 00.0% | Unchanged |
| Central Pacific Bank - Trust Division | 14,200 | $138.2K | 0.02% | 00.0% | Unchanged |
| Quadrature Capital Ltd | 14,246 | $138.7K | 0.00% | −34,579−70.8% | Reduced |
| Nicholas Hoffman & Company, LLC. | 14,354 | $139.7K | 0.01% | 00.0% | Unchanged |
| First National Trust Co | 14,686 | $142.9K | 0.01% | 00.0% | Unchanged |
| AlphaStar Capital Management, LLC | 14,732 | $143.3K | 0.01% | −4,787−24.5% | Reduced |
| Beaumont Financial Advisors, LLC | 14,750 | $143.5K | 0.01% | +379+2.6% | Added |
| Mercer Global Advisors Inc | 10,881 | $143.9K | 0.00% | +10,881 | New |
| ProShare Advisors LLC | 14,895 | $144.9K | 0.00% | +1,101+8.0% | Added |
| Empirical Asset Management, LLC | 15,119 | $147.1K | 0.06% | +388+2.6% | Added |
| Northern Trust Corp | 15,333 | $149.2K | 0.00% | +93+0.6% | Added |
| Kovack Advisors, Inc. | 15,406 | $149.9K | 0.02% | −5,617−26.7% | Reduced |
| WealthPlan Investment Management, LLC | 15,431 | $150.1K | 0.02% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 15,435 | $150.2K | 0.00% | 00.0% | Unchanged |
| Brevan Howard Capital Management LP | 15,952 | $155.2K | 0.01% | +15,952 | New |
| Pinkerton Retirement Specialists, LLC | 16,292 | $158.5K | 0.02% | −6,263−27.8% | Reduced |
| Trexquant Investment LP | 16,654 | $162.0K | 0.00% | −33,841−67.0% | Reduced |
| Deerfield Management Company, L.P. (Series C) | 16,770 | $163.2K | 0.00% | −33,051−66.3% | Reduced |
| Stephens Inc | 17,075 | $166.1K | 0.00% | +123+0.7% | Added |
| Western Wealth Management, LLC | 17,077 | $166.2K | 0.01% | +190+1.1% | Added |
| BKD Wealth Advisors, LLC | 17,333 | $168.7K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Trust Co of Long Beach | 17,336 | $168.7K | 0.04% | +224+1.3% | Added |
| Mirae Asset Global Investments Co., Ltd. | 17,502 | $169.4K | 0.00% | +5,653+47.7% | Added |
| Capital Advisory Group Advisory Services, LLC | 18,300 | $178.1K | 0.08% | +500+2.8% | Added |
| Redwood Financial Network Corp | 18,558 | $180.6K | 0.15% | 00.0% | Unchanged |
| Allworth Financial LP | 18,632 | $186.3K | 0.00% | 00.0% | Unchanged |
| SeaCrest Wealth Management, LLC | 19,169 | $186.5K | 0.02% | +1,200+6.7% | Added |
| CWM, LLC | 19,515 | $190.0K | 0.00% | +10+0.1% | Added |
| Foundations Investment Advisors, LLC | 19,844 | $193.1K | 0.00% | 00.0% | Unchanged |
| PFG Advisors | 19,900 | $193.6K | 0.01% | +1,651+9.0% | Added |
| Focus Financial Network, Inc. | 19,127 | $194.9K | 0.01% | −1,799−8.6% | Reduced |
| Cobblestone Capital Advisors LLC | 20,319 | $197.7K | 0.01% | −10.0% | Reduced |