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