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, Q4 2024
Institutional positions in Barings BDC, Inc. as of Dec 31, 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
- 198
- +2 vs. Q3 2024
- Shares held
- 45.0M
- +2.14M (+5.0%) vs. Q3 2024
- Total value
- $431.1M
- +$8.88M (+2.1%) vs. Q3 2024
- New holders
- 27
- 67 more added
- Sold out
- 25
- 54 more reduced
3 institutions that held it in Q3 2024 haven't filed for Q4 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2024
Shares, value and share of portfolio for each institution holding Barings BDC, Inc.; share changes are against Q3 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Barings LLC | 13,639,681 | $130.5M | 3.10% | 00.0% | Unchanged |
| Ares Management LLC | 3,607,096 | $34.5M | 1.21% | 00.0% | Unchanged |
| Private Management Group Inc | 3,084,236 | $29.5M | 1.06% | +83,408+2.8% | Added |
| Van Eck Associates Corp | 2,347,891 | $22.5M | 0.03% | +79,994+3.5% | Added |
| Cresset Asset Management, LLC | 1,728,574 | $16.5M | 0.08% | +1,728,574 | New |
| Punch & Associates Investment Management, Inc. | 1,213,601 | $11.6M | 0.63% | −45,830−3.6% | Reduced |
| Invesco Ltd. | 1,091,877 | $10.4M | 0.00% | −58,925−5.1% | Reduced |
| Kovitz Investment Group Partners, LLC | 1,066,600 | $10.2M | 0.05% | −16,519−1.5% | Reduced |
| Raymond James Financial Inc | 929,089 | $8.89M | 0.00% | +929,089 | New |
| Two Sigma Advisers, LP | 852,300 | $8.16M | 0.02% | −150,800−15.0% | Reduced |
| Harbor Capital Advisors, Inc. | 756,340 | $7.24M | 0.32% | +15,781+2.1% | Added |
| Legal & General Group Plc | 737,794 | $7.07M | 0.00% | −19,086−2.5% | Reduced |
| Morgan Stanley | 734,753 | $7.03M | 0.00% | +129,364+21.4% | Added |
| Wells Fargo & Company | 705,628 | $6.75M | 0.00% | +324,945+85.4% | Added |
| UBS Group AG | 572,505 | $5.48M | 0.00% | −264,154−31.6% | Reduced |
| Two Sigma Investments, LP | 564,455 | $5.40M | 0.01% | −183,720−24.6% | Reduced |
| BlackRock, Inc. | 554,495 | $5.31M | 0.00% | +78,230+16.4% | Added |
| Bank of America Corp | 532,492 | $5.10M | 0.00% | −54,681−9.3% | Reduced |
| Confluence Investment Management LLC | 517,753 | $4.95M | 0.07% | +2,399+0.5% | Added |
| Dimension Capital Management LLC | 503,098 | $4.81M | 0.79% | −102,077−16.9% | Reduced |
| Hennion & Walsh Asset Management, Inc. | 483,050 | $4.62M | 0.21% | −55,044−10.2% | Reduced |
| Franklin Resources Inc | 426,696 | $4.08M | 0.00% | +103,742+32.1% | Added |
| Advisors Asset Management, Inc. | 377,868 | $3.62M | 0.07% | +27,209+7.8% | Added |
| BI Asset Management Fondsmaeglerselskab A/S | 349,046 | $3.34M | 0.04% | +31,594+10.0% | Added |
| Neuberger Berman Group LLC | 329,851 | $3.16M | 0.00% | +5,432+1.7% | Added |
| Advisor Group Holdings, Inc. | 318,691 | $3.05M | 0.01% | −20,832−6.1% | Reduced |
| Price T Rowe Associates Inc | 311,542 | $2.98M | 0.00% | 00.0% | Unchanged |
| Financial Gravity Companies, Inc. | 302,993 | $2.90M | 0.66% | +296,200+4,360.4% | Added |
| Callodine Capital Management, LP | 300,000 | $2.87M | 0.59% | −253,270−45.8% | Reduced |
| LPL Financial LLC | 280,463 | $2.68M | 0.00% | −13,377−4.6% | Reduced |
| Icon Advisers Inc | 269,302 | $2.58M | 0.58% | +269,302 | New |
| Sumitomo Mitsui Trust Holdings, Inc. | 242,230 | $2.32M | 0.00% | −10,288−4.1% | Reduced |
| Muzinich & Co., Inc. | 242,230 | $2.32M | 1.64% | −10,288−4.1% | Reduced |
| Skandinaviska Enskilda Banken AB (publ) | 239,440 | $2.28M | 0.01% | 00.0% | Unchanged |
| Cambridge Investment Research Advisors, Inc. | 221,141 | $2.12M | 0.01% | −30,451−12.1% | Reduced |
| Tudor Investment Corp Et Al | 206,465 | $1.98M | 0.02% | +62,831+43.7% | Added |
| HRT Financial LP | 189,388 | $1.81M | 0.01% | +86,133+83.4% | Added |
| HighTower Advisors, LLC | 140,788 | $1.35M | 0.00% | 00.0% | Unchanged |
| Trexquant Investment LP | 128,886 | $1.23M | 0.01% | +21,957+20.5% | Added |
| Denali Advisors LLC | 126,607 | $1.21M | 0.13% | −27,022−17.6% | Reduced |
| JPMorgan Chase & Co | 119,618 | $1.14M | 0.00% | +117,036+4,532.8% | Added |
| Cliffwater LLC | 119,607 | $1.14M | 0.28% | 00.0% | Unchanged |
| Green Square Capital Advisors LLC | 106,958 | $1.02M | 0.14% | +18,959+21.5% | Added |
| Jane Street Group, LLC | 94,164 | $901.1K | 0.00% | +62,866+200.9% | Added |
| Wiley Bros.-Aintree Capital, LLC | 93,061 | $891.8K | 0.01% | +3,641+4.1% | Added |
| Stifel Financial Corp | 90,513 | $866.2K | 0.00% | +26,403+41.2% | Added |
| Ameriprise Financial Inc | 86,757 | $830.3K | 0.00% | +3,239+3.9% | Added |
| Qube Research & Technologies Ltd | 83,757 | $801.6K | 0.00% | +11,412+15.8% | Added |
| Wealth Enhancement Advisory Services, LLC | 81,649 | $781.4K | 0.00% | +8,016+10.9% | Added |
| Virtus ETF Advisers LLC | 81,557 | $780.5K | 0.32% | +10,758+15.2% | Added |
| Lido Advisors, LLC | 75,235 | $720.0K | 0.00% | −25,403−25.2% | Reduced |
| Great West Life Assurance Co | 75,056 | $718.0K | 0.00% | −6,440−7.9% | Reduced |
| Cetera Investment Advisers | 74,839 | $716.2K | 0.00% | +993+1.3% | Added |
| Kestra Advisory Services, LLC | 69,132 | $661.6K | 0.00% | +16,252+30.7% | Added |
| Northern Trust Corp | 69,075 | $661.0K | 0.00% | +10,033+17.0% | Added |
| Bard Associates Inc | 68,175 | $652.4K | 0.22% | −2,500−3.5% | Reduced |
| Prime Capital Investment Advisors, LLC | 67,042 | $641.6K | 0.01% | −8,725−11.5% | Reduced |
| HighPoint Advisor Group LLC | 59,143 | $598.5K | 0.03% | +1,754+3.1% | Added |
| Apollon Wealth Management, LLC | 56,157 | $537.4K | 0.01% | −23,661−29.6% | Reduced |
| Warren Averett Asset Management, LLC | 54,049 | $517.2K | 0.01% | −4,002−6.9% | Reduced |
| Commonwealth Equity Services, LLC | 53,905 | $516.0K | 0.00% | −667−1.2% | Reduced |
| Marshall Wace, LLP | 52,729 | $504.6K | 0.00% | −77,971−59.7% | Reduced |
| Sunbelt Securities, Inc. | 52,883 | $504.0K | 0.04% | 00.0% | Unchanged |
| MML Investors Services, LLC | 50,694 | $485.0K | 0.00% | +40,618+403.1% | Added |
| Lazard Asset Management LLC | 47,979 | $459.0K | 0.00% | +12,955+37.0% | Added |
| Koshinski Asset Management, Inc. | 47,158 | $451.3K | 0.04% | +1,282+2.8% | Added |
| Aquatic Capital Management LLC | 44,667 | $427.5K | 0.01% | +44,667 | New |
| Royal Bank of Canada | 42,275 | $404.0K | 0.00% | +701+1.7% | Added |
| Steward Partners Investment Advisory, LLC | 39,478 | $377.8K | 0.00% | +1,565+4.1% | Added |
| Change Path, LLC | 37,732 | $361.1K | 0.01% | +496+1.3% | Added |
| Millennium Management LLC | 37,364 | $357.6K | 0.00% | +26,794+253.5% | Added |
| Sequoia Financial Advisors, LLC | 37,069 | $354.8K | 0.00% | −2,490−6.3% | Reduced |
| Creative Planning | 36,755 | $351.7K | 0.00% | −2,797−7.1% | Reduced |
| LSV Asset Management | 36,100 | $345.0K | 0.00% | −151,400−80.7% | Reduced |
| ERTS Wealth Advisors, LLC | 35,726 | $341.9K | 0.06% | 00.0% | Unchanged |
| Susquehanna International Group, LLP | 34,346 | $328.7K | 0.00% | +15,561+82.8% | Added |
| Arete Wealth Advisors, LLC | 34,104 | $328.0K | 0.02% | +4,611+15.6% | Added |
| Raleigh Capital Management Inc. | 33,581 | $321.4K | 0.12% | +45+0.1% | Added |
| Kingswood Wealth Advisors, LLC | 32,792 | $313.8K | 0.02% | +32,792 | New |
| Wedbush Securities Inc | 31,471 | $301.0K | 0.01% | +1,530+5.1% | Added |
| RMB Capital Management, LLC | 29,372 | $281.1K | 0.01% | 00.0% | Unchanged |
| Cambria Investment Management, L.P. | 28,569 | $273.4K | 0.02% | +649+2.3% | Added |
| Dynamic Technology Lab Private Ltd | 28,453 | $272.0K | 0.04% | +4,339+18.0% | Added |
| Eagle Global Advisors LLC | 27,970 | $267.7K | 0.01% | −12,990−31.7% | Reduced |
| Guggenheim Capital LLC | 27,632 | $264.4K | 0.00% | −461−1.6% | Reduced |
| Envestnet Asset Management Inc | 27,627 | $264.4K | 0.00% | −853−3.0% | Reduced |
| Ausdal Financial Partners, Inc. | 27,606 | $264.2K | 0.02% | +3,601+15.0% | Added |
| Mindset Wealth Management, LLC | 26,031 | $249.1K | 0.09% | −1,000−3.7% | Reduced |
| Arkadios Wealth Advisors | 26,025 | $249.1K | 0.01% | −727−2.7% | Reduced |
| Essex Financial Services, Inc. | 25,741 | $246.3K | 0.02% | +70.0% | Added |
| Triumph Capital Management | 24,366 | $233.2K | 0.08% | 00.0% | Unchanged |
| Connor, Clark & Lunn Investment Management Ltd. | 23,629 | $226.1K | 0.00% | +23,629 | New |
| Chicago Partners Investment Group LLC | 23,101 | $216.5K | 0.01% | +8,293+56.0% | Added |
| Patriot Financial Group Insurance Agency, LLC | 22,449 | $214.8K | 0.03% | −475−2.1% | Reduced |
| Geneos Wealth Management Inc. | 21,966 | $210.2K | 0.01% | −3,670−14.3% | Reduced |
| Consolidated Portfolio Review Corp | 21,236 | $203.2K | 0.03% | +21,236 | New |
| SeaCrest Wealth Management, LLC | 20,806 | $199.1K | 0.02% | 00.0% | Unchanged |
| Castleview Partners, LLC | 20,065 | $194.0K | 0.10% | −11,943−37.3% | Reduced |
| BFSG, LLC | 19,880 | $190.3K | 0.02% | −1,130−5.4% | Reduced |
| Stephens Inc | 19,133 | $183.1K | 0.00% | +1,930+11.2% | Added |