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, Q3 2024
Institutional positions in Barings BDC, Inc. as of Sep 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
- 199
- +12 vs. Q2 2024
- Shares held
- 44.1M
- +1.14M (+2.7%) vs. Q2 2024
- Total value
- $434.1M
- +$13.7M (+3.3%) vs. Q2 2024
- New holders
- 30
- 56 more added
- Sold out
- 18
- 61 more reduced
4 institutions that held it in Q2 2024 haven't filed for Q3 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2024
Shares, value and share of portfolio for each institution holding Barings BDC, Inc.; share changes are against Q2 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Barings LLC | 13,639,681 | $133.7M | 3.12% | 00.0% | Unchanged |
| Ares Management LLC | 3,607,096 | $35.3M | 0.98% | −382,313−9.6% | Reduced |
| Private Management Group Inc | 3,000,828 | $29.4M | 1.03% | −14,512−0.5% | Reduced |
| Van Eck Associates Corp | 2,267,897 | $22.1M | 0.03% | +129,410+6.1% | Added |
| Punch & Associates Investment Management, Inc. | 1,259,431 | $12.3M | 0.69% | −2,432−0.2% | Reduced |
| Invesco Ltd. | 1,150,802 | $11.3M | 0.00% | +128,138+12.5% | Added |
| Raymond James Financial Services Advisors, Inc. | 1,109,334 | $10.9M | 0.01% | +270,110+32.2% | Added |
| Kovitz Investment Group Partners, LLC | 1,083,119 | $10.5M | 0.07% | +1,083,119 | New |
| Two Sigma Advisers, LP | 1,003,100 | $9.83M | 0.02% | −296,700−22.8% | Reduced |
| UBS Group AG | 836,659 | $8.20M | 0.00% | −293,981−26.0% | Reduced |
| Nicola Wealth Management Ltd. | 614,000 | $8.14M | 0.65% | 00.0% | Unchanged |
| Legal & General Group Plc | 756,880 | $7.42M | 0.00% | −100,173−11.7% | Reduced |
| Two Sigma Investments, LP | 748,175 | $7.33M | 0.02% | −250,509−25.1% | Reduced |
| Harbor Capital Advisors, Inc. | 740,559 | $7.26M | 0.32% | +442,621+148.6% | Added |
| Morgan Stanley | 605,389 | $5.93M | 0.00% | +93,982+18.4% | Added |
| Dimension Capital Management LLC | 605,175 | $5.93M | 1.12% | +1,185+0.2% | Added |
| Bank of America Corp | 587,173 | $5.75M | 0.00% | −65,819−10.1% | Reduced |
| Callodine Capital Management, LP | 553,270 | $5.42M | 1.13% | −422,979−43.3% | Reduced |
| Hennion & Walsh Asset Management, Inc. | 538,094 | $5.27M | 0.25% | −38,300−6.6% | Reduced |
| Confluence Investment Management LLC | 515,354 | $5.05M | 0.07% | +5,907+1.2% | Added |
| BlackRock, Inc. | 476,265 | $4.67M | 0.00% | +476,265 | New |
| Wells Fargo & Company | 380,683 | $3.73M | 0.00% | −42,711−10.1% | Reduced |
| Advisors Asset Management, Inc. | 350,659 | $3.44M | 0.06% | +26,420+8.1% | Added |
| Advisor Group Holdings, Inc. | 339,523 | $3.33M | 0.01% | −28,567−7.8% | Reduced |
| Neuberger Berman Group LLC | 324,419 | $3.18M | 0.00% | −119,918−27.0% | Reduced |
| Franklin Resources Inc | 322,954 | $3.14M | 0.00% | +90,390+38.9% | Added |
| BI Asset Management Fondsmaeglerselskab A/S | 317,452 | $3.11M | 0.05% | +12,967+4.3% | Added |
| Price T Rowe Associates Inc | 311,542 | $3.05M | 0.00% | −154,453−33.1% | Reduced |
| LPL Financial LLC | 293,840 | $2.88M | 0.00% | −1,652−0.6% | Reduced |
| Sumitomo Mitsui Trust Holdings, Inc. | 252,518 | $2.47M | 0.00% | +70,722+38.9% | Added |
| Muzinich & Co., Inc. | 252,518 | $2.47M | 1.95% | +70,722+38.9% | Added |
| Cambridge Investment Research Advisors, Inc. | 251,592 | $2.47M | 0.01% | −24,023−8.7% | Reduced |
| Skandinaviska Enskilda Banken AB (publ) | 239,440 | $2.35M | 0.01% | 00.0% | Unchanged |
| Royce & Associates LP | 215,300 | $2.11M | 0.02% | 00.0% | Unchanged |
| LSV Asset Management | 187,500 | $1.84M | 0.00% | +47,000+33.5% | Added |
| Denali Advisors LLC | 153,629 | $1.51M | 0.16% | +153,629 | New |
| Tudor Investment Corp Et Al | 143,634 | $1.41M | 0.02% | −56,640−28.3% | Reduced |
| HighTower Advisors, LLC | 140,788 | $1.38M | 0.00% | 00.0% | Unchanged |
| Marshall Wace, LLP | 130,700 | $1.28M | 0.00% | +130,700 | New |
| Cliffwater LLC | 119,607 | $1.17M | 0.27% | +3,117+2.7% | Added |
| Trexquant Investment LP | 106,929 | $1.05M | 0.01% | +90,275+542.1% | Added |
| HRT Financial LP | 103,255 | $1.01M | 0.01% | −12,483−10.8% | Reduced |
| Deerfield Management Company, L.P. (Series C) | 102,058 | $1.00M | 0.01% | +85,288+508.6% | Added |
| Lido Advisors, LLC | 100,638 | $986.3K | 0.01% | +50,433+100.5% | Added |
| Wiley Bros.-Aintree Capital, LLC | 89,420 | $876.3K | 0.02% | +52,470+142.0% | Added |
| Green Square Capital Advisors LLC | 87,999 | $867.7K | 0.12% | −38,099−30.2% | Reduced |
| Raymond James & Associates | 88,507 | $867.4K | 0.00% | −7,136−7.5% | Reduced |
| Ameriprise Financial Inc | 83,518 | $818.5K | 0.00% | −1,431−1.7% | Reduced |
| Great West Life Assurance Co | 81,496 | $801.0K | 0.00% | +4,043+5.2% | Added |
| Apollon Wealth Management, LLC | 79,818 | $782.2K | 0.02% | +23,855+42.6% | Added |
| Prime Capital Investment Advisors, LLC | 75,767 | $742.5K | 0.01% | −1,123−1.5% | Reduced |
| Cetera Investment Advisers | 73,846 | $723.7K | 0.00% | +1,277+1.8% | Added |
| Wealth Enhancement Advisory Services, LLC | 73,633 | $721.6K | 0.00% | −1,496−2.0% | Reduced |
| Qube Research & Technologies Ltd | 72,345 | $709.0K | 0.00% | −51,296−41.5% | Reduced |
| Virtus ETF Advisers LLC | 70,799 | $693.8K | 0.32% | −21,003−22.9% | Reduced |
| Bard Associates Inc | 70,675 | $692.6K | 0.24% | −375−0.5% | Reduced |
| Stifel Financial Corp | 64,110 | $628.3K | 0.00% | +1,017+1.6% | Added |
| Northern Trust Corp | 59,042 | $578.6K | 0.00% | +43,709+285.1% | Added |
| Warren Averett Asset Management, LLC | 58,051 | $568.9K | 0.01% | −6,141−9.6% | Reduced |
| HighPoint Advisor Group LLC | 57,389 | $550.4K | 0.03% | −156−0.3% | Reduced |
| Commonwealth Equity Services, LLC | 54,572 | $535.0K | 0.00% | +4,772+9.6% | Added |
| Sunbelt Securities, Inc. | 52,883 | $518.3K | 0.05% | −12,850−19.5% | Reduced |
| Kestra Advisory Services, LLC | 52,880 | $518.2K | 0.00% | −9,658−15.4% | Reduced |
| Koshinski Asset Management, Inc. | 45,876 | $449.6K | 0.04% | 00.0% | Unchanged |
| Royal Bank of Canada | 41,574 | $408.0K | 0.00% | +3,112+8.1% | Added |
| Eagle Global Advisors LLC | 40,960 | $401.4K | 0.02% | −150−0.4% | Reduced |
| Sequoia Financial Advisors, LLC | 39,559 | $387.7K | 0.00% | 00.0% | Unchanged |
| Creative Planning | 39,552 | $387.6K | 0.00% | +2,432+6.6% | Added |
| Steward Partners Investment Advisory, LLC | 37,913 | $371.5K | 0.00% | +5,378+16.5% | Added |
| Change Path, LLC | 37,236 | $364.9K | 0.01% | +37,236 | New |
| ERTS Wealth Advisors, LLC | 35,726 | $350.1K | 0.07% | 00.0% | Unchanged |
| Lazard Asset Management LLC | 35,024 | $343.0K | 0.00% | +13,484+62.6% | Added |
| Raleigh Capital Management Inc. | 33,536 | $328.7K | 0.13% | −4,304−11.4% | Reduced |
| Paloma Partners Management Co | 33,354 | $326.9K | 0.02% | +33,354 | New |
| Castleview Partners, LLC | 32,008 | $313.7K | 0.18% | +63+0.2% | Added |
| Jane Street Group, LLC | 31,298 | $306.7K | 0.00% | +31,298 | New |
| Wedbush Securities Inc | 29,941 | $293.0K | 0.01% | +2,545+9.3% | Added |
| Arete Wealth Advisors, LLC | 29,493 | $289.0K | 0.02% | −4,194−12.4% | Reduced |
| RMB Capital Management, LLC | 29,372 | $287.8K | 0.01% | 00.0% | Unchanged |
| Envestnet Asset Management Inc | 28,480 | $279.1K | 0.00% | −453−1.6% | Reduced |
| Guggenheim Capital LLC | 28,093 | $275.3K | 0.00% | −11,122−28.4% | Reduced |
| Cambria Investment Management, L.P. | 27,920 | $273.6K | 0.02% | −10,127−26.6% | Reduced |
| Mindset Wealth Management, LLC | 27,031 | $264.9K | 0.11% | +27,031 | New |
| Arkadios Wealth Advisors | 26,752 | $262.2K | 0.01% | −2,233−7.7% | Reduced |
| Farther Finance Advisors, LLC | 26,458 | $259.3K | 0.01% | 00.0% | Unchanged |
| Essex Financial Services, Inc. | 25,734 | $252.5K | 0.02% | +25,734 | New |
| Geneos Wealth Management Inc. | 25,636 | $251.2K | 0.01% | −2,186−7.9% | Reduced |
| Triumph Capital Management | 24,366 | $238.8K | 0.09% | 00.0% | Unchanged |
| Dynamic Technology Lab Private Ltd | 24,114 | $236.0K | 0.02% | +24,114 | New |
| Ausdal Financial Partners, Inc. | 24,005 | $235.3K | 0.02% | +21+0.1% | Added |
| Transcend Wealth Collective, LLC | 23,198 | $227.3K | 0.02% | 00.0% | Unchanged |
| Patriot Financial Group Insurance Agency, LLC | 22,924 | $224.7K | 0.03% | +255+1.1% | Added |
| BFSG, LLC | 21,010 | $205.9K | 0.02% | 00.0% | Unchanged |
| Panoramic Investment Advisors, LLC | 21,001 | $205.8K | 0.14% | +21,001 | New |
| SeaCrest Wealth Management, LLC | 20,806 | $203.9K | 0.02% | +1,637+8.5% | Added |
| Merit Financial Group, LLC | 20,451 | $200.4K | 0.00% | +20,451 | New |
| Foundations Investment Advisors, LLC | 19,844 | $194.5K | 0.00% | 00.0% | Unchanged |
| Susquehanna International Group, LLP | 18,785 | $184.1K | 0.00% | +4,787+34.2% | Added |
| Founders Financial Securities LLC | 18,738 | $183.6K | 0.02% | −2,517−11.8% | Reduced |
| Allworth Financial LP | 18,632 | $182.6K | 0.00% | 00.0% | Unchanged |