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 |
|---|---|---|---|---|---|
| Castleview Partners, LLC | 20,065 | $194.0K | 0.10% | −11,943−37.3% | Reduced |
| SeaCrest Wealth Management, LLC | 20,806 | $199.1K | 0.02% | 00.0% | Unchanged |
| Consolidated Portfolio Review Corp | 21,236 | $203.2K | 0.03% | +21,236 | New |
| Geneos Wealth Management Inc. | 21,966 | $210.2K | 0.01% | −3,670−14.3% | Reduced |
| Patriot Financial Group Insurance Agency, LLC | 22,449 | $214.8K | 0.03% | −475−2.1% | Reduced |
| Chicago Partners Investment Group LLC | 23,101 | $216.5K | 0.01% | +8,293+56.0% | Added |
| Connor, Clark & Lunn Investment Management Ltd. | 23,629 | $226.1K | 0.00% | +23,629 | New |
| Triumph Capital Management | 24,366 | $233.2K | 0.08% | 00.0% | Unchanged |
| Essex Financial Services, Inc. | 25,741 | $246.3K | 0.02% | +70.0% | Added |
| Arkadios Wealth Advisors | 26,025 | $249.1K | 0.01% | −727−2.7% | Reduced |
| Mindset Wealth Management, LLC | 26,031 | $249.1K | 0.09% | −1,000−3.7% | Reduced |
| Ausdal Financial Partners, Inc. | 27,606 | $264.2K | 0.02% | +3,601+15.0% | Added |
| Envestnet Asset Management Inc | 27,627 | $264.4K | 0.00% | −853−3.0% | Reduced |
| Guggenheim Capital LLC | 27,632 | $264.4K | 0.00% | −461−1.6% | Reduced |
| Eagle Global Advisors LLC | 27,970 | $267.7K | 0.01% | −12,990−31.7% | Reduced |
| Dynamic Technology Lab Private Ltd | 28,453 | $272.0K | 0.04% | +4,339+18.0% | Added |
| Cambria Investment Management, L.P. | 28,569 | $273.4K | 0.02% | +649+2.3% | Added |
| RMB Capital Management, LLC | 29,372 | $281.1K | 0.01% | 00.0% | Unchanged |
| Wedbush Securities Inc | 31,471 | $301.0K | 0.01% | +1,530+5.1% | Added |
| Kingswood Wealth Advisors, LLC | 32,792 | $313.8K | 0.02% | +32,792 | New |
| Raleigh Capital Management Inc. | 33,581 | $321.4K | 0.12% | +45+0.1% | Added |
| Arete Wealth Advisors, LLC | 34,104 | $328.0K | 0.02% | +4,611+15.6% | Added |
| Susquehanna International Group, LLP | 34,346 | $328.7K | 0.00% | +15,561+82.8% | Added |
| ERTS Wealth Advisors, LLC | 35,726 | $341.9K | 0.06% | 00.0% | Unchanged |
| LSV Asset Management | 36,100 | $345.0K | 0.00% | −151,400−80.7% | Reduced |
| Creative Planning | 36,755 | $351.7K | 0.00% | −2,797−7.1% | Reduced |
| Sequoia Financial Advisors, LLC | 37,069 | $354.8K | 0.00% | −2,490−6.3% | Reduced |
| Millennium Management LLC | 37,364 | $357.6K | 0.00% | +26,794+253.5% | Added |
| Change Path, LLC | 37,732 | $361.1K | 0.01% | +496+1.3% | Added |
| Steward Partners Investment Advisory, LLC | 39,478 | $377.8K | 0.00% | +1,565+4.1% | Added |
| Royal Bank of Canada | 42,275 | $404.0K | 0.00% | +701+1.7% | Added |
| Aquatic Capital Management LLC | 44,667 | $427.5K | 0.01% | +44,667 | New |
| Koshinski Asset Management, Inc. | 47,158 | $451.3K | 0.04% | +1,282+2.8% | Added |
| Lazard Asset Management LLC | 47,979 | $459.0K | 0.00% | +12,955+37.0% | Added |
| MML Investors Services, LLC | 50,694 | $485.0K | 0.00% | +40,618+403.1% | Added |
| Sunbelt Securities, Inc. | 52,883 | $504.0K | 0.04% | 00.0% | Unchanged |
| Marshall Wace, LLP | 52,729 | $504.6K | 0.00% | −77,971−59.7% | Reduced |
| Commonwealth Equity Services, LLC | 53,905 | $516.0K | 0.00% | −667−1.2% | Reduced |
| Warren Averett Asset Management, LLC | 54,049 | $517.2K | 0.01% | −4,002−6.9% | Reduced |
| Apollon Wealth Management, LLC | 56,157 | $537.4K | 0.01% | −23,661−29.6% | Reduced |
| HighPoint Advisor Group LLC | 59,143 | $598.5K | 0.03% | +1,754+3.1% | Added |
| Prime Capital Investment Advisors, LLC | 67,042 | $641.6K | 0.01% | −8,725−11.5% | Reduced |
| Bard Associates Inc | 68,175 | $652.4K | 0.22% | −2,500−3.5% | Reduced |
| Northern Trust Corp | 69,075 | $661.0K | 0.00% | +10,033+17.0% | Added |
| Kestra Advisory Services, LLC | 69,132 | $661.6K | 0.00% | +16,252+30.7% | Added |
| Cetera Investment Advisers | 74,839 | $716.2K | 0.00% | +993+1.3% | Added |
| Great West Life Assurance Co | 75,056 | $718.0K | 0.00% | −6,440−7.9% | Reduced |
| Lido Advisors, LLC | 75,235 | $720.0K | 0.00% | −25,403−25.2% | Reduced |
| Virtus ETF Advisers LLC | 81,557 | $780.5K | 0.32% | +10,758+15.2% | Added |
| Wealth Enhancement Advisory Services, LLC | 81,649 | $781.4K | 0.00% | +8,016+10.9% | Added |
| Qube Research & Technologies Ltd | 83,757 | $801.6K | 0.00% | +11,412+15.8% | Added |
| Ameriprise Financial Inc | 86,757 | $830.3K | 0.00% | +3,239+3.9% | Added |
| Stifel Financial Corp | 90,513 | $866.2K | 0.00% | +26,403+41.2% | Added |
| Wiley Bros.-Aintree Capital, LLC | 93,061 | $891.8K | 0.01% | +3,641+4.1% | Added |
| Jane Street Group, LLC | 94,164 | $901.1K | 0.00% | +62,866+200.9% | Added |
| Green Square Capital Advisors LLC | 106,958 | $1.02M | 0.14% | +18,959+21.5% | Added |
| Cliffwater LLC | 119,607 | $1.14M | 0.28% | 00.0% | Unchanged |
| JPMorgan Chase & Co | 119,618 | $1.14M | 0.00% | +117,036+4,532.8% | Added |
| Denali Advisors LLC | 126,607 | $1.21M | 0.13% | −27,022−17.6% | Reduced |
| Trexquant Investment LP | 128,886 | $1.23M | 0.01% | +21,957+20.5% | Added |
| HighTower Advisors, LLC | 140,788 | $1.35M | 0.00% | 00.0% | Unchanged |
| HRT Financial LP | 189,388 | $1.81M | 0.01% | +86,133+83.4% | Added |
| Tudor Investment Corp Et Al | 206,465 | $1.98M | 0.02% | +62,831+43.7% | Added |
| Cambridge Investment Research Advisors, Inc. | 221,141 | $2.12M | 0.01% | −30,451−12.1% | Reduced |
| Skandinaviska Enskilda Banken AB (publ) | 239,440 | $2.28M | 0.01% | 00.0% | Unchanged |
| 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 |
| Icon Advisers Inc | 269,302 | $2.58M | 0.58% | +269,302 | New |
| LPL Financial LLC | 280,463 | $2.68M | 0.00% | −13,377−4.6% | Reduced |
| Callodine Capital Management, LP | 300,000 | $2.87M | 0.59% | −253,270−45.8% | Reduced |
| Financial Gravity Companies, Inc. | 302,993 | $2.90M | 0.66% | +296,200+4,360.4% | Added |
| Price T Rowe Associates Inc | 311,542 | $2.98M | 0.00% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 318,691 | $3.05M | 0.01% | −20,832−6.1% | Reduced |
| Neuberger Berman Group LLC | 329,851 | $3.16M | 0.00% | +5,432+1.7% | Added |
| BI Asset Management Fondsmaeglerselskab A/S | 349,046 | $3.34M | 0.04% | +31,594+10.0% | Added |
| Advisors Asset Management, Inc. | 377,868 | $3.62M | 0.07% | +27,209+7.8% | Added |
| Franklin Resources Inc | 426,696 | $4.08M | 0.00% | +103,742+32.1% | Added |
| Hennion & Walsh Asset Management, Inc. | 483,050 | $4.62M | 0.21% | −55,044−10.2% | Reduced |
| Dimension Capital Management LLC | 503,098 | $4.81M | 0.79% | −102,077−16.9% | Reduced |
| Confluence Investment Management LLC | 517,753 | $4.95M | 0.07% | +2,399+0.5% | Added |
| Bank of America Corp | 532,492 | $5.10M | 0.00% | −54,681−9.3% | Reduced |
| BlackRock, Inc. | 554,495 | $5.31M | 0.00% | +78,230+16.4% | Added |
| Two Sigma Investments, LP | 564,455 | $5.40M | 0.01% | −183,720−24.6% | Reduced |
| UBS Group AG | 572,505 | $5.48M | 0.00% | −264,154−31.6% | Reduced |
| Wells Fargo & Company | 705,628 | $6.75M | 0.00% | +324,945+85.4% | Added |
| Morgan Stanley | 734,753 | $7.03M | 0.00% | +129,364+21.4% | Added |
| Legal & General Group Plc | 737,794 | $7.07M | 0.00% | −19,086−2.5% | Reduced |
| Harbor Capital Advisors, Inc. | 756,340 | $7.24M | 0.32% | +15,781+2.1% | Added |
| Two Sigma Advisers, LP | 852,300 | $8.16M | 0.02% | −150,800−15.0% | Reduced |
| Raymond James Financial Inc | 929,089 | $8.89M | 0.00% | +929,089 | New |
| Kovitz Investment Group Partners, LLC | 1,066,600 | $10.2M | 0.05% | −16,519−1.5% | Reduced |
| Invesco Ltd. | 1,091,877 | $10.4M | 0.00% | −58,925−5.1% | Reduced |
| Punch & Associates Investment Management, Inc. | 1,213,601 | $11.6M | 0.63% | −45,830−3.6% | Reduced |
| Cresset Asset Management, LLC | 1,728,574 | $16.5M | 0.08% | +1,728,574 | New |
| Van Eck Associates Corp | 2,347,891 | $22.5M | 0.03% | +79,994+3.5% | Added |
| Private Management Group Inc | 3,084,236 | $29.5M | 1.06% | +83,408+2.8% | Added |
| Ares Management LLC | 3,607,096 | $34.5M | 1.21% | 00.0% | Unchanged |
| Barings LLC | 13,639,681 | $130.5M | 3.10% | 00.0% | Unchanged |
| Nicola Wealth Management Ltd. | 0 | $0 | 0.00% | −614,000−100.0% | Sold out |
| Royce & Associates LP | 0 | $0 | 0.00% | −215,300−100.0% | Sold out |