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 |
|---|---|---|---|---|---|
| Mirae Asset Global Investments Co., Ltd. | 17,502 | $169.4K | 0.00% | +5,653+47.7% | Added |
| Farmers & Merchants Trust Co of Long Beach | 17,336 | $168.7K | 0.04% | +224+1.3% | Added |
| BKD Wealth Advisors, LLC | 17,333 | $168.7K | 0.00% | 00.0% | Unchanged |
| Western Wealth Management, LLC | 17,077 | $166.2K | 0.01% | +190+1.1% | Added |
| Stephens Inc | 17,075 | $166.1K | 0.00% | +123+0.7% | Added |
| Deerfield Management Company, L.P. (Series C) | 16,770 | $163.2K | 0.00% | −33,051−66.3% | Reduced |
| Trexquant Investment LP | 16,654 | $162.0K | 0.00% | −33,841−67.0% | Reduced |
| Pinkerton Retirement Specialists, LLC | 16,292 | $158.5K | 0.02% | −6,263−27.8% | Reduced |
| Brevan Howard Capital Management LP | 15,952 | $155.2K | 0.01% | +15,952 | New |
| Global Retirement Partners, LLC | 15,435 | $150.2K | 0.00% | 00.0% | Unchanged |
| WealthPlan Investment Management, LLC | 15,431 | $150.1K | 0.02% | 00.0% | Unchanged |
| Kovack Advisors, Inc. | 15,406 | $149.9K | 0.02% | −5,617−26.7% | Reduced |
| Northern Trust Corp | 15,333 | $149.2K | 0.00% | +93+0.6% | Added |
| Empirical Asset Management, LLC | 15,119 | $147.1K | 0.06% | +388+2.6% | Added |
| ProShare Advisors LLC | 14,895 | $144.9K | 0.00% | +1,101+8.0% | Added |
| Mercer Global Advisors Inc | 10,881 | $143.9K | 0.00% | +10,881 | New |
| Beaumont Financial Advisors, LLC | 14,750 | $143.5K | 0.01% | +379+2.6% | Added |
| AlphaStar Capital Management, LLC | 14,732 | $143.3K | 0.01% | −4,787−24.5% | Reduced |
| First National Trust Co | 14,686 | $142.9K | 0.01% | 00.0% | Unchanged |
| Nicholas Hoffman & Company, LLC. | 14,354 | $139.7K | 0.01% | 00.0% | Unchanged |
| Quadrature Capital Ltd | 14,246 | $138.7K | 0.00% | −34,579−70.8% | Reduced |
| Central Pacific Bank - Trust Division | 14,200 | $138.2K | 0.02% | 00.0% | Unchanged |
| Hutchens & Kramer Investment Management Group, LLC | 14,191 | $138.1K | 0.08% | 00.0% | Unchanged |
| Advisory Services Network, LLC | 14,190 | $138.1K | 0.00% | +14,190 | New |
| Brookstone Capital Management | 13,503 | $137.6K | 0.00% | +3,218+31.3% | Added |
| Susquehanna International Group, LLP | 13,998 | $136.2K | 0.00% | −38,527−73.3% | Reduced |
| Cozad Asset Management Inc | 13,874 | $135.0K | 0.01% | 00.0% | Unchanged |
| Financial Advocates Investment Management | 13,580 | $132.1K | 0.01% | 00.0% | Unchanged |
| Greenwich Investment Management, Inc. | 13,510 | $131.5K | 0.12% | −2,686−16.6% | Reduced |
| Brown Advisory Inc | 13,200 | $128.4K | 0.00% | 00.0% | Unchanged |
| Chicago Partners Investment Group LLC | 11,901 | $120.7K | 0.00% | +11,901 | New |
| Sanctuary Advisors, LLC | 12,948 | $120.7K | 0.00% | +12,948 | New |
| Sigma Planning Corp | 12,382 | $120.5K | 0.00% | +46+0.4% | Added |
| Mission Wealth Management, LP | 12,285 | $119.5K | 0.00% | −1,121−8.4% | Reduced |
| Register Financial Advisors LLC | 12,055 | $117.3K | 0.06% | +36+0.3% | Added |
| PFG Investments, LLC | 11,825 | $115.1K | 0.01% | +134+1.1% | Added |
| Sound Income Strategies, LLC | 11,780 | $114.6K | 0.01% | −2,260−16.1% | Reduced |
| Cape Investment Advisory, Inc. | 11,685 | $113.7K | 0.05% | −4,651−28.5% | Reduced |
| Signaturefd, LLC | 11,470 | $111.6K | 0.00% | +465+4.2% | Added |
| Spire Wealth Management | 11,344 | $110.4K | 0.00% | −320−2.7% | Reduced |
| Insigneo Advisory Services, LLC | 11,619 | $107.8K | 0.01% | +11,619 | New |
| Naviter Wealth, LLC | 11,000 | $107.0K | 0.02% | 00.0% | Unchanged |
| Atomi Financial Group, Inc. | 10,698 | $101.4K | 0.01% | 00.0% | Unchanged |
| Ignite Planners, LLC | 10,102 | $100.8K | 0.02% | 00.0% | Unchanged |
| Bouchey Financial Group Ltd | 10,276 | $99.0K | 0.01% | 00.0% | Unchanged |
| Advisory Alpha, LLC | 10,146 | $98.7K | 0.00% | +10,146 | New |
| Hilltop Holdings Inc. | 10,145 | $98.7K | 0.01% | 00.0% | Unchanged |
| Huntington National Bank | 9,233 | $89.8K | 0.00% | +9,113+7,594.2% | Added |
| Ashton Thomas Private Wealth, LLC | 8,861 | $86.2K | 0.00% | +8,861 | New |
| Camelot Portfolios, LLC | 8,631 | $84.0K | 0.05% | +8,631 | New |
| Newbridge Financial Services Group, Inc. | 8,602 | $83.7K | 0.03% | −7,788−47.5% | Reduced |
| First Personal Financial Services | 8,492 | $82.6K | 0.02% | +218+2.6% | Added |
| Larson Financial Group LLC | 7,339 | $71.4K | 0.00% | +898+13.9% | Added |
| Sofos Investments, Inc. | 6,873 | $66.9K | 0.02% | −14,051−67.2% | Reduced |
| Quadrant Capital Group LLC | 6,793 | $66.1K | 0.00% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 6,732 | $65.5K | 0.00% | 00.0% | Unchanged |
| Pineridge Advisors LLC | 6,145 | $59.8K | 0.02% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 6,016 | $58.5K | 0.00% | +619+11.5% | Added |
| Coppell Advisory Solutions LLC | 5,233 | $50.9K | 0.01% | +5,233 | New |
| Mather Group, LLC. | 4,976 | $46.3K | 0.00% | 00.0% | Unchanged |
| Crewe Advisors LLC | 4,431 | $43.1K | 0.00% | −11,406−72.0% | Reduced |
| Creative Financial Designs Inc | 3,917 | $38.1K | 0.00% | +1,051+36.7% | Added |
| Proequities, Inc. | 3,881 | $37.8K | 0.00% | 00.0% | Unchanged |
| Asset Dedication, LLC | 3,700 | $36.0K | 0.00% | +3,700 | New |
| Tucker Asset Management LLC | 3,121 | $30.4K | 0.01% | −6,701−68.2% | Reduced |
| Bartlett & Co. Wealth Management LLC | 3,000 | $29.2K | 0.00% | 00.0% | Unchanged |
| Tyler-Stone Wealth Management | 2,853 | $27.8K | 0.01% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 2,781 | $27.1K | 0.00% | −235−7.8% | Reduced |
| Parallel Advisors, LLC | 2,666 | $25.9K | 0.00% | −138−4.9% | Reduced |
| Cooperman Leon G | 2,643 | $25.7K | 0.00% | 00.0% | Unchanged |
| CIBC Private Wealth Group, LLC | 2,300 | $23.1K | 0.00% | 00.0% | Unchanged |
| Hollencrest Capital Management | 2,344 | $22.8K | 0.00% | +60+2.6% | Added |
| nVerses Capital, LLC | 2,200 | $21.4K | 0.01% | +2,200 | New |
| GWM Advisors LLC | 2,193 | $21.3K | 0.00% | 00.0% | Unchanged |
| Caldwell Sutter Capital, Inc. | 1,958 | $19.1K | 0.01% | 00.0% | Unchanged |
| Redwood Wealth Management Group, LLC | 1,442 | $14.0K | 0.01% | +1,442 | New |
| Private Trust Co NA | 1,163 | $11.3K | 0.00% | 00.0% | Unchanged |
| Citizens National Bank Trust Department | 1,139 | $11.1K | 0.00% | 00.0% | Unchanged |
| Gradient Investments LLC | 1,118 | $10.9K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 996 | $9.69K | 0.00% | −163−14.1% | Reduced |
| Founders Capital Management | 979 | $9.53K | 0.01% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 949 | $9.23K | 0.00% | +949 | New |
| North Star Investment Management Corp. | 640 | $6.23K | 0.00% | 00.0% | Unchanged |
| SWAN Capital LLC | 603 | $5.87K | 0.00% | +603 | New |
| JPMorgan Chase & Co | 523 | $5.09K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 547 | $5.09K | 0.00% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 393 | $3.82K | 0.00% | +393 | New |
| Thompson Investment Management, Inc. | 278 | $2.71K | 0.00% | 00.0% | Unchanged |
| US Bancorp | 273 | $2.66K | 0.00% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 162 | $1.57K | 0.00% | +162 | New |
| FMR LLC | 1 | $10 | 0.00% | +1 | New |
| Relative Value Partners Group, LLC | 0 | $0 | 0.00% | −1,365,433−100.0% | Sold out |
| Bulldog Investors, LLP | 0 | $0 | 0.00% | −306,451−100.0% | Sold out |
| Prevail Innovative Wealth Advisors, LLC | 0 | $0 | 0.00% | −303,004−100.0% | Sold out |
| LM Advisors LLC | 0 | $0 | 0.00% | −126,542−100.0% | Sold out |
| Condor Capital Management | 0 | $0 | 0.00% | −258,639−100.0% | Sold out |
| Jump Financial, LLC | 0 | $0 | 0.00% | −103,613−100.0% | Sold out |
| MML Investors Services, LLC | 0 | $0 | 0.00% | −76,198−100.0% | Sold out |
| Citadel Advisors LLC | 0 | $0 | 0.00% | −62,199−100.0% | Sold out |
| Dynamic Technology Lab Private Ltd | 0 | $0 | 0.00% | −52,811−100.0% | Sold out |