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 |
|---|---|---|---|---|---|
| Susquehanna International Group, LLP | 18,785 | $184.1K | 0.00% | +4,787+34.2% | Added |
| Foundations Investment Advisors, LLC | 19,844 | $194.5K | 0.00% | 00.0% | Unchanged |
| Merit Financial Group, LLC | 20,451 | $200.4K | 0.00% | +20,451 | New |
| SeaCrest Wealth Management, LLC | 20,806 | $203.9K | 0.02% | +1,637+8.5% | Added |
| Panoramic Investment Advisors, LLC | 21,001 | $205.8K | 0.14% | +21,001 | New |
| BFSG, LLC | 21,010 | $205.9K | 0.02% | 00.0% | Unchanged |
| Patriot Financial Group Insurance Agency, LLC | 22,924 | $224.7K | 0.03% | +255+1.1% | Added |
| Transcend Wealth Collective, LLC | 23,198 | $227.3K | 0.02% | 00.0% | Unchanged |
| Ausdal Financial Partners, Inc. | 24,005 | $235.3K | 0.02% | +21+0.1% | Added |
| Dynamic Technology Lab Private Ltd | 24,114 | $236.0K | 0.02% | +24,114 | New |
| Triumph Capital Management | 24,366 | $238.8K | 0.09% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 25,636 | $251.2K | 0.01% | −2,186−7.9% | Reduced |
| Essex Financial Services, Inc. | 25,734 | $252.5K | 0.02% | +25,734 | New |
| Farther Finance Advisors, LLC | 26,458 | $259.3K | 0.01% | 00.0% | Unchanged |
| Arkadios Wealth Advisors | 26,752 | $262.2K | 0.01% | −2,233−7.7% | Reduced |
| Mindset Wealth Management, LLC | 27,031 | $264.9K | 0.11% | +27,031 | New |
| Cambria Investment Management, L.P. | 27,920 | $273.6K | 0.02% | −10,127−26.6% | Reduced |
| Guggenheim Capital LLC | 28,093 | $275.3K | 0.00% | −11,122−28.4% | Reduced |
| Envestnet Asset Management Inc | 28,480 | $279.1K | 0.00% | −453−1.6% | Reduced |
| RMB Capital Management, LLC | 29,372 | $287.8K | 0.01% | 00.0% | Unchanged |
| Arete Wealth Advisors, LLC | 29,493 | $289.0K | 0.02% | −4,194−12.4% | Reduced |
| Wedbush Securities Inc | 29,941 | $293.0K | 0.01% | +2,545+9.3% | Added |
| Jane Street Group, LLC | 31,298 | $306.7K | 0.00% | +31,298 | New |
| Castleview Partners, LLC | 32,008 | $313.7K | 0.18% | +63+0.2% | Added |
| Paloma Partners Management Co | 33,354 | $326.9K | 0.02% | +33,354 | New |
| Raleigh Capital Management Inc. | 33,536 | $328.7K | 0.13% | −4,304−11.4% | Reduced |
| Lazard Asset Management LLC | 35,024 | $343.0K | 0.00% | +13,484+62.6% | Added |
| ERTS Wealth Advisors, LLC | 35,726 | $350.1K | 0.07% | 00.0% | Unchanged |
| Change Path, LLC | 37,236 | $364.9K | 0.01% | +37,236 | New |
| Steward Partners Investment Advisory, LLC | 37,913 | $371.5K | 0.00% | +5,378+16.5% | Added |
| Creative Planning | 39,552 | $387.6K | 0.00% | +2,432+6.6% | Added |
| Sequoia Financial Advisors, LLC | 39,559 | $387.7K | 0.00% | 00.0% | Unchanged |
| Eagle Global Advisors LLC | 40,960 | $401.4K | 0.02% | −150−0.4% | Reduced |
| Royal Bank of Canada | 41,574 | $408.0K | 0.00% | +3,112+8.1% | Added |
| Koshinski Asset Management, Inc. | 45,876 | $449.6K | 0.04% | 00.0% | Unchanged |
| Kestra Advisory Services, LLC | 52,880 | $518.2K | 0.00% | −9,658−15.4% | Reduced |
| Sunbelt Securities, Inc. | 52,883 | $518.3K | 0.05% | −12,850−19.5% | Reduced |
| Commonwealth Equity Services, LLC | 54,572 | $535.0K | 0.00% | +4,772+9.6% | Added |
| HighPoint Advisor Group LLC | 57,389 | $550.4K | 0.03% | −156−0.3% | Reduced |
| Warren Averett Asset Management, LLC | 58,051 | $568.9K | 0.01% | −6,141−9.6% | Reduced |
| Northern Trust Corp | 59,042 | $578.6K | 0.00% | +43,709+285.1% | Added |
| Stifel Financial Corp | 64,110 | $628.3K | 0.00% | +1,017+1.6% | Added |
| Bard Associates Inc | 70,675 | $692.6K | 0.24% | −375−0.5% | Reduced |
| Virtus ETF Advisers LLC | 70,799 | $693.8K | 0.32% | −21,003−22.9% | Reduced |
| Qube Research & Technologies Ltd | 72,345 | $709.0K | 0.00% | −51,296−41.5% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 73,633 | $721.6K | 0.00% | −1,496−2.0% | Reduced |
| Cetera Investment Advisers | 73,846 | $723.7K | 0.00% | +1,277+1.8% | Added |
| Prime Capital Investment Advisors, LLC | 75,767 | $742.5K | 0.01% | −1,123−1.5% | Reduced |
| Apollon Wealth Management, LLC | 79,818 | $782.2K | 0.02% | +23,855+42.6% | Added |
| Great West Life Assurance Co | 81,496 | $801.0K | 0.00% | +4,043+5.2% | Added |
| Ameriprise Financial Inc | 83,518 | $818.5K | 0.00% | −1,431−1.7% | Reduced |
| Raymond James & Associates | 88,507 | $867.4K | 0.00% | −7,136−7.5% | Reduced |
| Green Square Capital Advisors LLC | 87,999 | $867.7K | 0.12% | −38,099−30.2% | Reduced |
| Wiley Bros.-Aintree Capital, LLC | 89,420 | $876.3K | 0.02% | +52,470+142.0% | Added |
| Lido Advisors, LLC | 100,638 | $986.3K | 0.01% | +50,433+100.5% | Added |
| Deerfield Management Company, L.P. (Series C) | 102,058 | $1.00M | 0.01% | +85,288+508.6% | Added |
| HRT Financial LP | 103,255 | $1.01M | 0.01% | −12,483−10.8% | Reduced |
| Trexquant Investment LP | 106,929 | $1.05M | 0.01% | +90,275+542.1% | Added |
| Cliffwater LLC | 119,607 | $1.17M | 0.27% | +3,117+2.7% | Added |
| Marshall Wace, LLP | 130,700 | $1.28M | 0.00% | +130,700 | New |
| HighTower Advisors, LLC | 140,788 | $1.38M | 0.00% | 00.0% | Unchanged |
| Tudor Investment Corp Et Al | 143,634 | $1.41M | 0.02% | −56,640−28.3% | Reduced |
| Denali Advisors LLC | 153,629 | $1.51M | 0.16% | +153,629 | New |
| LSV Asset Management | 187,500 | $1.84M | 0.00% | +47,000+33.5% | Added |
| Royce & Associates LP | 215,300 | $2.11M | 0.02% | 00.0% | Unchanged |
| Skandinaviska Enskilda Banken AB (publ) | 239,440 | $2.35M | 0.01% | 00.0% | Unchanged |
| Cambridge Investment Research Advisors, Inc. | 251,592 | $2.47M | 0.01% | −24,023−8.7% | 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 |
| LPL Financial LLC | 293,840 | $2.88M | 0.00% | −1,652−0.6% | Reduced |
| Price T Rowe Associates Inc | 311,542 | $3.05M | 0.00% | −154,453−33.1% | Reduced |
| BI Asset Management Fondsmaeglerselskab A/S | 317,452 | $3.11M | 0.05% | +12,967+4.3% | Added |
| Franklin Resources Inc | 322,954 | $3.14M | 0.00% | +90,390+38.9% | Added |
| Neuberger Berman Group LLC | 324,419 | $3.18M | 0.00% | −119,918−27.0% | Reduced |
| Advisor Group Holdings, Inc. | 339,523 | $3.33M | 0.01% | −28,567−7.8% | Reduced |
| Advisors Asset Management, Inc. | 350,659 | $3.44M | 0.06% | +26,420+8.1% | Added |
| Wells Fargo & Company | 380,683 | $3.73M | 0.00% | −42,711−10.1% | Reduced |
| BlackRock, Inc. | 476,265 | $4.67M | 0.00% | +476,265 | New |
| Confluence Investment Management LLC | 515,354 | $5.05M | 0.07% | +5,907+1.2% | Added |
| Hennion & Walsh Asset Management, Inc. | 538,094 | $5.27M | 0.25% | −38,300−6.6% | Reduced |
| Callodine Capital Management, LP | 553,270 | $5.42M | 1.13% | −422,979−43.3% | Reduced |
| Bank of America Corp | 587,173 | $5.75M | 0.00% | −65,819−10.1% | Reduced |
| Dimension Capital Management LLC | 605,175 | $5.93M | 1.12% | +1,185+0.2% | Added |
| Morgan Stanley | 605,389 | $5.93M | 0.00% | +93,982+18.4% | Added |
| Harbor Capital Advisors, Inc. | 740,559 | $7.26M | 0.32% | +442,621+148.6% | Added |
| Two Sigma Investments, LP | 748,175 | $7.33M | 0.02% | −250,509−25.1% | Reduced |
| Legal & General Group Plc | 756,880 | $7.42M | 0.00% | −100,173−11.7% | Reduced |
| Nicola Wealth Management Ltd. | 614,000 | $8.14M | 0.65% | 00.0% | Unchanged |
| UBS Group AG | 836,659 | $8.20M | 0.00% | −293,981−26.0% | Reduced |
| Two Sigma Advisers, LP | 1,003,100 | $9.83M | 0.02% | −296,700−22.8% | Reduced |
| Kovitz Investment Group Partners, LLC | 1,083,119 | $10.5M | 0.07% | +1,083,119 | New |
| Raymond James Financial Services Advisors, Inc. | 1,109,334 | $10.9M | 0.01% | +270,110+32.2% | Added |
| Invesco Ltd. | 1,150,802 | $11.3M | 0.00% | +128,138+12.5% | Added |
| Punch & Associates Investment Management, Inc. | 1,259,431 | $12.3M | 0.69% | −2,432−0.2% | Reduced |
| Van Eck Associates Corp | 2,267,897 | $22.1M | 0.03% | +129,410+6.1% | Added |
| Private Management Group Inc | 3,000,828 | $29.4M | 1.03% | −14,512−0.5% | Reduced |
| Ares Management LLC | 3,607,096 | $35.3M | 0.98% | −382,313−9.6% | Reduced |
| Barings LLC | 13,639,681 | $133.7M | 3.12% | 00.0% | Unchanged |
| International Assets Investment Management, LLC | 16,660 | – | – | +16,660 | New |
| Y-Intercept (Hong Kong) Ltd | 0 | $0 | 0.00% | −44,617−100.0% | Sold out |