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, Q1 2025
Institutional positions in Barings BDC, Inc. as of Mar 31, 2025. 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
- 211
- +16 vs. Q4 2024
- Shares held
- 44.6M
- −122.5K (−0.3%) vs. Q4 2024
- Total value
- $425.4M
- −$2.69M (−0.6%) vs. Q4 2024
- New holders
- 36
- 70 more added
- Sold out
- 20
- 57 more reduced
3 institutions that held it in Q4 2024 haven't filed for Q1 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2025
Shares, value and share of portfolio for each institution holding Barings BDC, Inc.; share changes are against Q4 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Barings LLC | 13,639,681 | $130.1M | 3.25% | 00.0% | Unchanged |
| Ares Management LLC | 3,607,096 | $34.4M | 2.11% | 00.0% | Unchanged |
| Private Management Group Inc | 3,096,444 | $29.5M | 1.05% | +12,208+0.4% | Added |
| Van Eck Associates Corp | 2,173,730 | $20.7M | 0.03% | −174,161−7.4% | Reduced |
| Cresset Asset Management, LLC | 1,959,930 | $18.7M | 0.09% | +231,356+13.4% | Added |
| Two Sigma Advisers, LP | 1,307,900 | $12.5M | 0.03% | +455,600+53.5% | Added |
| Invesco Ltd. | 1,105,716 | $10.5M | 0.00% | +13,839+1.3% | Added |
| Kovitz Investment Group Partners, LLC | 1,073,140 | $10.2M | 0.05% | +6,540+0.6% | Added |
| Morgan Stanley | 962,061 | $9.18M | 0.00% | +227,308+30.9% | Added |
| UBS Group AG | 850,829 | $8.12M | 0.00% | +278,324+48.6% | Added |
| Wells Fargo & Company | 815,108 | $7.78M | 0.00% | +109,480+15.5% | Added |
| Two Sigma Investments, LP | 732,289 | $6.99M | 0.02% | +167,834+29.7% | Added |
| Franklin Resources Inc | 699,971 | $6.68M | 0.00% | +273,275+64.0% | Added |
| Legal & General Group Plc | 693,280 | $6.60M | 0.00% | −44,514−6.0% | Reduced |
| Dimension Capital Management LLC | 540,148 | $5.15M | 0.91% | +37,050+7.4% | Added |
| BlackRock, Inc. | 527,554 | $5.03M | 0.00% | −26,941−4.9% | Reduced |
| Confluence Investment Management LLC | 519,779 | $4.96M | 0.07% | +2,026+0.4% | Added |
| Tudor Investment Corp Et Al | 472,867 | $4.51M | 0.04% | +266,402+129.0% | Added |
| Bank of America Corp | 467,918 | $4.46M | 0.00% | −64,574−12.1% | Reduced |
| Advisors Asset Management, Inc. | 399,284 | $3.81M | 0.07% | +21,416+5.7% | Added |
| Hennion & Walsh Asset Management, Inc. | 374,892 | $3.58M | 0.16% | −108,158−22.4% | Reduced |
| BI Asset Management Fondsmaeglerselskab A/S | 372,610 | $3.56M | 0.04% | +23,564+6.8% | Added |
| Advisor Group Holdings, Inc. | 349,180 | $3.33M | 0.01% | +30,489+9.6% | Added |
| Raymond James Financial Inc | 323,476 | $3.09M | 0.00% | −605,613−65.2% | Reduced |
| Sofos Investments, Inc. | 301,719 | $2.88M | 0.63% | +301,719 | New |
| Callodine Capital Management, LP | 300,000 | $2.86M | 0.48% | 00.0% | Unchanged |
| LPL Financial LLC | 294,366 | $2.81M | 0.00% | +13,903+5.0% | Added |
| Sumitomo Mitsui Trust Holdings, Inc. | 262,910 | $2.51M | 0.00% | +20,680+8.5% | Added |
| Muzinich & Co., Inc. | 262,910 | $2.51M | 1.53% | +20,680+8.5% | Added |
| Caliber Wealth Management, LLC | 241,126 | $2.30M | 0.31% | +241,126 | New |
| Skandinaviska Enskilda Banken AB (publ) | 239,440 | $2.28M | 0.01% | 00.0% | Unchanged |
| Neuberger Berman Group LLC | 216,623 | $2.07M | 0.00% | −113,228−34.3% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 207,157 | $1.98M | 0.01% | −13,984−6.3% | Reduced |
| D. E. Shaw & Co., Inc. | 171,450 | $1.64M | 0.00% | +158,713+1,246.1% | Added |
| Wealth Enhancement Advisory Services, LLC | 152,340 | $1.45M | 0.00% | +70,691+86.6% | Added |
| JPMorgan Chase & Co | 151,393 | $1.44M | 0.00% | +31,775+26.6% | Added |
| Trexquant Investment LP | 147,123 | $1.40M | 0.02% | +18,237+14.1% | Added |
| HighTower Advisors, LLC | 140,788 | $1.34M | 0.00% | 00.0% | Unchanged |
| Denali Advisors LLC | 138,153 | $1.32M | 0.15% | +11,546+9.1% | Added |
| Cubist Systematic Strategies, LLC | 130,042 | $1.24M | 0.02% | +130,042 | New |
| Cliffwater LLC | 126,753 | $1.21M | 0.32% | +7,146+6.0% | Added |
| Price T Rowe Associates Inc | 119,339 | $1.14M | 0.00% | −192,203−61.7% | Reduced |
| Qube Research & Technologies Ltd | 108,276 | $1.03M | 0.00% | +24,519+29.3% | Added |
| Icon Advisers Inc | 102,951 | $982.2K | 0.23% | −166,351−61.8% | Reduced |
| Marshall Wace, LLP | 99,429 | $948.6K | 0.00% | +46,700+88.6% | Added |
| Wiley Bros.-Aintree Capital, LLC | 98,061 | $942.4K | 0.01% | +5,000+5.4% | Added |
| Great West Life Assurance Co | 91,116 | $870.0K | 0.00% | +16,060+21.4% | Added |
| Millennium Management LLC | 91,137 | $869.4K | 0.00% | +53,773+143.9% | Added |
| Virtus Investment Advisers, Inc. | 88,934 | $848.4K | 0.23% | +88,934 | New |
| Cetera Investment Advisers | 75,490 | $720.2K | 0.00% | +651+0.9% | Added |
| Prime Capital Investment Advisors, LLC | 71,133 | $678.6K | 0.01% | +4,091+6.1% | Added |
| Oxford Asset Management LLP | 68,665 | $655.1K | 0.30% | +68,665 | New |
| Bard Associates Inc | 67,869 | $647.5K | 0.24% | −306−0.4% | Reduced |
| Lido Advisors, LLC | 66,325 | $632.7K | 0.00% | −8,910−11.8% | Reduced |
| MQS Management LLC | 64,640 | $616.7K | 0.35% | +64,640 | New |
| Ethos Financial Group, LLC | 64,485 | $615.2K | 0.06% | +64,485 | New |
| Commonwealth Equity Services, LLC | 61,738 | $589.0K | 0.00% | +7,833+14.5% | Added |
| Green Square Capital Advisors LLC | 61,158 | $583.4K | 0.09% | −45,800−42.8% | Reduced |
| Kestra Advisory Services, LLC | 59,526 | $567.9K | 0.00% | −9,606−13.9% | Reduced |
| HRT Financial LP | 58,226 | $555.0K | 0.00% | −131,162−69.3% | Reduced |
| Steward Partners Investment Advisory, LLC | 56,550 | $539.5K | 0.00% | +17,072+43.2% | Added |
| Mackenzie Financial Corp | 56,450 | $538.5K | 0.00% | +56,450 | New |
| MML Investors Services, LLC | 55,331 | $528.0K | 0.00% | +4,637+9.1% | Added |
| HighPoint Advisor Group LLC | 57,958 | $510.0K | 0.03% | −1,185−2.0% | Reduced |
| Stifel Financial Corp | 52,573 | $501.5K | 0.00% | −37,940−41.9% | Reduced |
| Apollon Wealth Management, LLC | 51,734 | $493.5K | 0.01% | −4,423−7.9% | Reduced |
| Verition Fund Management LLC | 50,214 | $479.0K | 0.00% | +50,214 | New |
| Sunbelt Securities, Inc. | 48,835 | $465.9K | 0.04% | −4,048−7.7% | Reduced |
| Patriot Financial Group Insurance Agency, LLC | 46,601 | $444.6K | 0.06% | +24,152+107.6% | Added |
| Warren Averett Asset Management, LLC | 46,147 | $440.2K | 0.01% | −7,902−14.6% | Reduced |
| Virtu Financial LLC | 44,830 | $428.0K | 0.02% | +44,830 | New |
| Koshinski Asset Management, Inc. | 43,612 | $416.1K | 0.04% | −3,546−7.5% | Reduced |
| Susquehanna International Group, LLP | 43,508 | $415.1K | 0.00% | +9,162+26.7% | Added |
| Lansforsakringar Fondforvaltning AB (publ) | 39,008 | $372.1K | 0.00% | +39,008 | New |
| Royal Bank of Canada | 37,116 | $354.0K | 0.00% | −5,159−12.2% | Reduced |
| Arete Wealth Advisors, LLC | 36,488 | $348.0K | 0.03% | +2,384+7.0% | Added |
| LSV Asset Management | 36,100 | $344.0K | 0.00% | 00.0% | Unchanged |
| Envestnet Asset Management Inc | 34,146 | $325.8K | 0.00% | +6,519+23.6% | Added |
| Change Path, LLC | 33,567 | $320.2K | 0.01% | −4,165−11.0% | Reduced |
| Raleigh Capital Management Inc. | 32,679 | $311.8K | 0.14% | −902−2.7% | Reduced |
| Sequoia Financial Advisors, LLC | 32,643 | $311.4K | 0.00% | −4,426−11.9% | Reduced |
| Global Assets Advisory, LLC | 35,040 | $302.2K | 0.06% | +23,588+206.0% | Added |
| Wedbush Securities Inc | 30,446 | $290.0K | 0.01% | −1,025−3.3% | Reduced |
| RMB Capital Management, LLC | 29,372 | $280.2K | 0.01% | 00.0% | Unchanged |
| Ausdal Financial Partners, Inc. | 27,995 | $267.1K | 0.02% | +389+1.4% | Added |
| Eagle Global Advisors LLC | 27,970 | $266.8K | 0.01% | 00.0% | Unchanged |
| Creative Planning | 27,683 | $264.1K | 0.00% | −9,072−24.7% | Reduced |
| Ameriprise Financial Inc | 27,569 | $263.0K | 0.00% | −59,188−68.2% | Reduced |
| Sigma Planning Corp | 27,558 | $262.9K | 0.01% | +9,697+54.3% | Added |
| Mariner, LLC | 27,295 | $260.4K | 0.00% | +16,310+148.5% | Added |
| Jane Street Group, LLC | 27,073 | $258.3K | 0.00% | −67,091−71.2% | Reduced |
| Arkadios Wealth Advisors | 26,372 | $251.6K | 0.01% | +347+1.3% | Added |
| Essex Financial Services, Inc. | 26,292 | $250.8K | 0.02% | +551+2.1% | Added |
| Northern Trust Corp | 25,921 | $247.3K | 0.00% | −43,154−62.5% | Reduced |
| Omers Administration Corp | 25,800 | $246.1K | 0.00% | +25,800 | New |
| Gotham Asset Management, LLC | 25,000 | $238.5K | 0.00% | +25,000 | New |
| Triumph Capital Management | 24,366 | $232.5K | 0.08% | 00.0% | Unchanged |
| Stephens Inc | 22,857 | $218.1K | 0.00% | +3,724+19.5% | Added |
| Caxton Associates LLP | 22,596 | $215.6K | 0.01% | +22,596 | New |
| CI Private Wealth, LLC | 21,983 | $209.7K | 0.00% | +21,983 | New |