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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.

Institutional holdersQ3 2024: 199 institutions
Q1 2021: 107 institutionsQ2 2021: 114 institutionsQ3 2021: 111 institutionsQ4 2021: 114 institutionsQ1 2022: 211 institutionsQ2 2022: 217 institutionsQ3 2022: 204 institutionsQ4 2022: 221 institutionsQ1 2023: 217 institutionsQ2 2023: 210 institutionsQ3 2023: 209 institutionsQ4 2023: 203 institutionsQ1 2024: 199 institutionsQ2 2024: 191 institutionsQ3 2024: 199 institutionsQ4 2024: 198 institutionsQ1 2025: 211 institutionsQ2 2025: 195 institutionsQ3 2025: 209 institutionsQ4 2025: 217 institutionsQ1 2026: 210 institutionsQ2 2026: 201 institutions
Value heldQ3 2024: $434.1M
Q1 2021: $436.1MQ2 2021: $458.3MQ3 2021: $465.7MQ4 2021: $464.8MQ1 2022: $527.7MQ2 2022: $495.1MQ3 2022: $443.7MQ4 2022: $439.0MQ1 2023: $422.8MQ2 2023: $405.3MQ3 2023: $436.9MQ4 2023: $408.4MQ1 2024: $439.2MQ2 2024: $426.6MQ3 2024: $434.1MQ4 2024: $431.1MQ1 2025: $425.4MQ2 2025: $412.8MQ3 2025: $401.5MQ4 2025: $439.0MQ1 2026: $392.8MQ2 2026: $428.6M
Institutions holding BBDC and their total value by quarter
QuarterHoldersValue
Q2 2026201$428.6M
Q1 2026210$392.8M
Q4 2025217$439.0M
Q3 2025209$401.5M
Q2 2025195$412.8M
Q1 2025211$425.4M
Q4 2024198$431.1M
Q3 2024199$434.1M
Q2 2024191$426.6M
Q1 2024199$439.2M
Q4 2023203$408.4M
Q3 2023209$436.9M
Q2 2023210$405.3M
Q1 2023217$422.8M
Q4 2022221$439.0M
Q3 2022204$443.7M
Q2 2022217$495.1M
Q1 2022211$527.7M
Q4 2021114$464.8M
Q3 2021111$465.7M
Q2 2021114$458.3M
Q1 2021107$436.1M

Institutions, Q3 2024

Shares, value and share of portfolio for each institution holding Barings BDC, Inc.; share changes are against Q2 2024.

Institutions holding BBDC in Q3 2024
InstitutionSharesValue% of portfolioChange in sharesAction
Cobblestone Capital Advisors LLC18,352$179.8K0.01%−1,967−9.7%Reduced
Capital Advisory Group Advisory Services, LLC18,300$179.3K0.07%00.0%Unchanged
Mirae Asset Global Investments Co., Ltd.17,960$177.1K0.00%+458+2.6%Added
PFG Advisors17,877$175.2K0.01%−2,023−10.2%Reduced
Farmers & Merchants Trust Co of Long Beach17,562$172.1K0.04%+226+1.3%Added
Western Wealth Management, LLC17,255$169.1K0.01%+178+1.0%Added
Stephens Inc17,203$168.6K0.00%+128+0.7%Added
Redwood Financial Network Corp16,362$160.3K0.13%−2,196−11.8%Reduced
Pinkerton Retirement Specialists, LLC16,292$159.7K0.02%00.0%Unchanged
Focus Financial Network, Inc.16,110$157.9K0.01%−3,017−15.8%Reduced
Avantax Advisory Services, Inc.15,770$154.5K0.00%+15,770New
Sigma Planning Corp15,509$152.0K0.00%+3,127+25.3%Added
ProShare Advisors LLC15,476$151.7K0.00%+581+3.9%Added
Kovack Advisors, Inc.15,406$151.0K0.02%00.0%Unchanged
De Lisle Partners LLP15,305$150.0K0.02%+15,305New
Beaumont Financial Advisors, LLC15,142$148.4K0.01%+392+2.7%Added
Chicago Partners Investment Group LLC14,808$144.5K0.01%+2,907+24.4%Added
AlphaStar Capital Management, LLC14,732$144.4K0.01%00.0%Unchanged
Brevan Howard Capital Management LP14,727$144.3K0.01%−1,225−7.7%Reduced
First National Trust Co14,686$143.9K0.01%00.0%Unchanged
Armor Investment Advisors, LLC14,600$143.1K0.06%+14,600New
CWM, LLC14,610$143.0K0.00%−4,905−25.1%Reduced
Nicholas Hoffman & Company, LLC.14,354$140.7K0.01%00.0%Unchanged
Central Pacific Bank - Trust Division14,200$139.2K0.02%00.0%Unchanged
Advisory Services Network, LLC14,190$138.1K0.00%00.0%Unchanged
WealthPlan Investment Management, LLC13,931$136.5K0.01%−1,500−9.7%Reduced
Cozad Asset Management Inc13,874$136.0K0.01%00.0%Unchanged
Goldman Sachs Group Inc13,663$133.9K0.00%−12,267−47.3%Reduced
Financial Advocates Investment Management13,580$133.1K0.01%00.0%Unchanged
Brookstone Capital Management13,503$132.3K0.00%00.0%Unchanged
Sanctuary Advisors, LLC12,948$132.1K0.00%00.0%Unchanged
Brown Advisory Inc13,200$129.4K0.00%00.0%Unchanged
Hutchens & Kramer Investment Management Group, LLC13,285$128.9K0.07%−906−6.4%Reduced
Global Retirement Partners, LLC12,964$127.0K0.00%−2,471−16.0%Reduced
Sound Income Strategies, LLC12,877$126.2K0.01%+1,097+9.3%Added
PFG Investments, LLC12,537$122.9K0.01%+712+6.0%Added
Mission Wealth Management, LP12,285$120.4K0.00%00.0%Unchanged
Register Financial Advisors LLC12,093$118.5K0.06%+38+0.3%Added
Verition Fund Management LLC11,700$114.7K0.00%+11,700New
Insigneo Advisory Services, LLC11,649$114.2K0.01%+30+0.3%Added
Spire Wealth Management11,344$111.2K0.00%00.0%Unchanged
Naviter Wealth, LLC11,000$107.8K0.02%00.0%Unchanged
Millennium Management LLC10,570$103.6K0.00%+10,570New
Signaturefd, LLC10,501$102.9K0.00%−969−8.4%Reduced
Schonfeld Strategic Advisors LLC10,500$102.9K0.00%+10,500New
Advisory Alpha, LLC10,362$101.6K0.00%+216+2.1%Added
Bouchey Financial Group Ltd10,276$100.7K0.01%00.0%Unchanged
Hilltop Holdings Inc.10,145$99.4K0.01%00.0%Unchanged
Ignite Planners, LLC10,102$99.0K0.02%00.0%Unchanged
MML Investors Services, LLC10,076$99.0K0.00%+10,076New
Centaurus Financial, Inc.10,124$99.0K0.01%+10,124New
Cape Investment Advisory, Inc.9,543$93.5K0.04%−2,142−18.3%Reduced
First Personal Financial Services8,718$85.4K0.02%+226+2.7%Added
Newbridge Financial Services Group, Inc.8,602$84.3K0.03%00.0%Unchanged
Financial Gravity Companies, Inc.6,793$66.6K0.02%+6,793New
Nelson, Van Denburg & Campbell Wealth Management Group, LLC6,732$66.0K0.00%00.0%Unchanged
Larson Financial Group LLC6,431$63.0K0.00%−908−12.4%Reduced
Hillsdale Investment Management Inc.6,250$61.3K0.00%+6,250New
Pineridge Advisors LLC6,145$60.2K0.02%00.0%Unchanged
Quadrant Capital Group LLC5,953$58.3K0.00%−840−12.4%Reduced
Coppell Advisory Solutions LLC5,136$50.6K0.01%−97−1.9%Reduced
Mather Group, LLC.4,976$48.8K0.00%00.0%Unchanged
CIBC Private Wealth Group, LLC4,322$42.4K0.00%+2,022+87.9%Added
Northwestern Mutual Wealth Management Co4,168$40.8K0.00%−1,848−30.7%Reduced
Citigroup Inc4,005$39.2K0.00%+4,005New
Creative Financial Designs Inc3,947$38.7K0.00%+30+0.8%Added
Proequities, Inc.3,881$38.0K0.00%00.0%Unchanged
nVerses Capital, LLC3,300$32.3K0.01%+1,100+50.0%Added
Tower Research Capital LLC (TRC)3,281$32.2K0.00%+2,332+245.7%Added
Tucker Asset Management LLC3,121$30.6K0.01%00.0%Unchanged
The PNC Financial Services Group, Inc.3,080$30.2K0.00%+2,687+683.7%Added
Bartlett & Co. Wealth Management LLC3,000$29.4K0.00%00.0%Unchanged
Nomura Asset Management Co Ltd2,696$26.4K0.00%+2,696New
Cooperman Leon G2,643$25.9K0.00%00.0%Unchanged
JPMorgan Chase & Co2,582$25.3K0.00%+2,059+393.7%Added
Parallel Advisors, LLC2,439$23.9K0.00%−227−8.5%Reduced
Hollencrest Capital Management2,406$23.6K0.00%+62+2.6%Added
Harbour Investments, Inc.2,300$22.5K0.00%−481−17.3%Reduced
GWM Advisors LLC2,193$21.5K0.00%00.0%Unchanged
Caldwell Sutter Capital, Inc.1,958$19.2K0.01%00.0%Unchanged
Private Trust Co NA1,163$11.4K0.00%00.0%Unchanged
Citizens National Bank Trust Department1,139$11.2K0.00%00.0%Unchanged
Founders Capital Management979$9.59K0.01%00.0%Unchanged
Lindbrook Capital, LLC873$8.55K0.00%−123−12.3%Reduced
North Star Investment Management Corp.640$6.27K0.00%00.0%Unchanged
Crewe Advisors LLC630$6.17K0.00%−3,801−85.8%Reduced
SWAN Capital LLC603$5.91K0.00%00.0%Unchanged
Ronald Blue Trust, Inc.547$5.32K0.00%00.0%Unchanged
Quantbot Technologies LP540$5.29K0.00%+540New
Bogart Wealth, LLC280$2.74K0.00%+280New
Thompson Investment Management, Inc.278$2.72K0.00%00.0%Unchanged
US Bancorp232$2.27K0.00%−41−15.0%Reduced
Jaffetilchin Investment Partners, LLC200$1.96K0.00%+200New
Smartleaf Asset Management LLC162$1.60K0.00%00.0%Unchanged
FMR LLC86$8430.00%+85+8,500.0%Added
Assetmark, Inc5$490.00%+5New
Danske Bank A/S2$200.00%+2New
Huntington National Bank1$100.00%−9,232−100.0%Reduced
International Assets Investment Management, LLC16,660––+16,660New
Y-Intercept (Hong Kong) Ltd0$00.00%−44,617−100.0%Sold out