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 |
|---|---|---|---|---|---|
| RE Dickinson Investment Advisors, LLC | 2 | $0 | 0.00% | +2 | New |
| Huntington National Bank | 1 | $10 | 0.00% | 00.0% | Unchanged |
| Danske Bank A/S | 2 | $19 | 0.00% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 40 | $383 | 0.00% | +40 | New |
| SBI Securities Co., Ltd. | 67 | $641 | 0.00% | +67 | New |
| FMR LLC | 86 | $823 | 0.00% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 162 | $1.54K | 0.00% | 00.0% | Unchanged |
| Compass Wealth Management LLC | 200 | $1.91K | 0.00% | +200 | New |
| US Bancorp | 232 | $2.22K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 441 | $4.22K | 0.00% | +161+57.5% | Added |
| Ronald Blue Trust, Inc. | 547 | $5.24K | 0.00% | 00.0% | Unchanged |
| SWAN Capital LLC | 603 | $5.77K | 0.00% | 00.0% | Unchanged |
| Crewe Advisors LLC | 630 | $6.03K | 0.00% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 640 | $6.13K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 872 | $8.35K | 0.00% | −1−0.1% | Reduced |
| Harbour Investments, Inc. | 935 | $8.95K | 0.00% | −1,365−59.3% | Reduced |
| Citizens National Bank Trust Department | 939 | $8.99K | 0.00% | −200−17.6% | Reduced |
| Founders Capital Management | 979 | $9.37K | 0.01% | 00.0% | Unchanged |
| Private Trust Co NA | 1,163 | $11.1K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 1,382 | $13.2K | 0.00% | −1,057−43.3% | Reduced |
| Tower Research Capital LLC (TRC) | 1,432 | $13.7K | 0.00% | −1,849−56.4% | Reduced |
| Decker Retirement Planning Inc. | 1,681 | $16.1K | 0.01% | +1,681 | New |
| Caldwell Sutter Capital, Inc. | 1,958 | $18.7K | 0.01% | 00.0% | Unchanged |
| GWM Advisors LLC | 2,193 | $21.0K | 0.00% | 00.0% | Unchanged |
| Hollencrest Capital Management | 2,470 | $23.6K | 0.00% | +64+2.7% | Added |
| Lee Danner & Bass Inc | 2,606 | $24.9K | 0.00% | +2,606 | New |
| Cooperman Leon G | 2,643 | $25.3K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 3,000 | $28.7K | 0.00% | 00.0% | Unchanged |
| Tucker Asset Management LLC | 3,121 | $29.9K | 0.00% | 00.0% | Unchanged |
| MAI Capital Management | 3,188 | $30.5K | 0.00% | +3,188 | New |
| Coppell Advisory Solutions LLC | 3,668 | $35.0K | 0.00% | −1,468−28.6% | Reduced |
| Proequities, Inc. | 3,881 | $38.3K | 0.00% | 00.0% | Unchanged |
| CIBC Private Wealth Group, LLC | 4,322 | $40.5K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 4,276 | $40.9K | 0.00% | +108+2.6% | Added |
| Nova Wealth Management, Inc. | 4,550 | $43.5K | 0.04% | +4,550 | New |
| Mather Group, LLC. | 4,976 | $47.6K | 0.00% | 00.0% | Unchanged |
| Pineridge Advisors LLC | 5,098 | $48.8K | 0.02% | −1,047−17.0% | Reduced |
| Citigroup Inc | 5,143 | $49.2K | 0.00% | +1,138+28.4% | Added |
| Quadrant Capital Group LLC | 5,953 | $57.0K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 6,474 | $62.0K | 0.00% | +43+0.7% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 6,732 | $64.4K | 0.00% | 00.0% | Unchanged |
| Cape Investment Advisory, Inc. | 7,915 | $75.7K | 0.03% | −1,628−17.1% | Reduced |
| Ameriflex Group, Inc. | 7,918 | $80.1K | 0.04% | +7,918 | New |
| Newbridge Financial Services Group, Inc. | 8,602 | $82.3K | 0.02% | 00.0% | Unchanged |
| Signaturefd, LLC | 10,025 | $95.9K | 0.00% | −476−4.5% | Reduced |
| Nomura Asset Management Co Ltd | 10,144 | $97.1K | 0.00% | +7,448+276.3% | Added |
| Entropy Technologies, LP | 10,201 | $97.6K | 0.01% | +10,201 | New |
| Bouchey Financial Group Ltd | 10,276 | $98.3K | 0.01% | 00.0% | Unchanged |
| Advisory Alpha, LLC | 10,585 | $101.3K | 0.00% | +223+2.2% | Added |
| Mariner, LLC | 10,985 | $105.1K | 0.00% | +10,985 | New |
| Resources Investment Advisors, LLC. | 11,275 | $107.9K | 0.00% | +11,275 | New |
| Global Assets Advisory, LLC | 11,452 | $110.7K | 0.06% | +11,452 | New |
| Spire Wealth Management | 11,654 | $111.5K | 0.00% | +310+2.7% | Added |
| Truist Financial Corp | 11,718 | $112.1K | 0.00% | +11,718 | New |
| Advisory Services Network, LLC | 11,866 | $113.6K | 0.00% | −2,324−16.4% | Reduced |
| Insigneo Advisory Services, LLC | 11,896 | $113.8K | 0.01% | +247+2.1% | Added |
| Brevan Howard Capital Management LP | 11,955 | $114.4K | 0.00% | −2,772−18.8% | Reduced |
| Jackson Hole Capital Partners, LLC | 12,055 | $115.4K | 0.02% | +12,055 | New |
| Register Financial Advisors LLC | 12,131 | $116.1K | 0.06% | +38+0.3% | Added |
| PFG Investments, LLC | 12,268 | $117.4K | 0.01% | −269−2.1% | Reduced |
| D. E. Shaw & Co., Inc. | 12,737 | $121.9K | 0.00% | +12,737 | New |
| Global Retirement Partners, LLC | 12,964 | $124.1K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 12,978 | $124.2K | 0.01% | +101+0.8% | Added |
| Brown Advisory Inc | 13,200 | $126.3K | 0.00% | 00.0% | Unchanged |
| Hutchens & Kramer Investment Management Group, LLC | 13,285 | $127.1K | 0.07% | 00.0% | Unchanged |
| Brookstone Capital Management | 13,602 | $130.2K | 0.00% | +99+0.7% | Added |
| Sanctuary Advisors, LLC | 12,948 | $130.4K | 0.00% | 00.0% | Unchanged |
| Integrity Alliance, LLC. | 13,754 | $131.6K | 0.01% | +13,754 | New |
| WealthPlan Investment Management, LLC | 13,931 | $133.3K | 0.01% | 00.0% | Unchanged |
| Gsa Capital Partners LLP | 13,969 | $134.0K | 0.01% | +13,969 | New |
| Kingstone Capital Partners Texas, LLC | 14,080 | $135.0K | 0.11% | +14,080 | New |
| Central Pacific Bank - Trust Division | 14,200 | $135.9K | 0.02% | 00.0% | Unchanged |
| Nicholas Hoffman & Company, LLC. | 14,354 | $137.4K | 0.01% | 00.0% | Unchanged |
| Armor Investment Advisors, LLC | 14,600 | $139.7K | 0.06% | 00.0% | Unchanged |
| CWM, LLC | 14,618 | $140.0K | 0.00% | +8+0.1% | Added |
| First National Trust Co | 14,686 | $140.5K | 0.01% | 00.0% | Unchanged |
| Focus Financial Network, Inc. | 14,788 | $141.5K | 0.01% | −1,322−8.2% | Reduced |
| Creative Financial Designs Inc | 14,865 | $142.3K | 0.01% | +10,918+276.6% | Added |
| AlphaStar Capital Management, LLC | 14,937 | $142.9K | 0.01% | +205+1.4% | Added |
| De Lisle Partners LLP | 15,305 | $146.5K | 0.02% | 00.0% | Unchanged |
| Kovack Advisors, Inc. | 15,406 | $147.4K | 0.01% | 00.0% | Unchanged |
| Beaumont Financial Advisors, LLC | 15,540 | $148.7K | 0.01% | +398+2.6% | Added |
| Cozad Asset Management Inc | 15,874 | $151.9K | 0.01% | +2,000+14.4% | Added |
| Avantax Advisory Services, Inc. | 16,140 | $154.5K | 0.00% | +370+2.3% | Added |
| Foundations Investment Advisors, LLC | 16,170 | $154.7K | 0.00% | −3,674−18.5% | Reduced |
| Redwood Financial Network Corp | 16,362 | $156.6K | 0.12% | 00.0% | Unchanged |
| Allworth Financial LP | 16,115 | $159.1K | 0.00% | −2,517−13.5% | Reduced |
| PFG Advisors | 17,236 | $164.9K | 0.01% | −641−3.6% | Reduced |
| Cary Street Partners Financial LLC | 17,239 | $165.0K | 0.01% | +17,239 | New |
| Western Wealth Management, LLC | 17,255 | $165.1K | 0.01% | 00.0% | Unchanged |
| Farmers & Merchants Trust Co of Long Beach | 17,797 | $170.3K | 0.04% | +235+1.3% | Added |
| ProShare Advisors LLC | 17,809 | $170.4K | 0.00% | +2,333+15.1% | Added |
| Sigma Planning Corp | 17,861 | $170.9K | 0.01% | +2,352+15.2% | Added |
| Capital Advisory Group Advisory Services, LLC | 18,300 | $175.1K | 0.06% | 00.0% | Unchanged |
| Cobblestone Capital Advisors LLC | 18,352 | $175.6K | 0.01% | 00.0% | Unchanged |
| Founders Financial Securities LLC | 18,738 | $179.3K | 0.02% | 00.0% | Unchanged |
| Financial Advocates Investment Management | 18,854 | $180.4K | 0.01% | +5,274+38.8% | Added |
| Panoramic Investment Advisors, LLC | 19,027 | $182.1K | 0.12% | −1,974−9.4% | Reduced |
| Stephens Inc | 19,133 | $183.1K | 0.00% | +1,930+11.2% | Added |
| BFSG, LLC | 19,880 | $190.3K | 0.02% | −1,130−5.4% | Reduced |