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 |
|---|---|---|---|---|---|
| Huntington National Bank | 1 | $10 | 0.00% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 40 | $382 | 0.00% | 00.0% | Unchanged |
| SBI Securities Co., Ltd. | 67 | $639 | 0.00% | 00.0% | Unchanged |
| FMR LLC | 86 | $820 | 0.00% | 00.0% | Unchanged |
| Costello Asset Management, INC | 100 | $954 | 0.00% | +100 | New |
| Smartleaf Asset Management LLC | 162 | $1.56K | 0.00% | 00.0% | Unchanged |
| Garde Capital, Inc. | 190 | $1.81K | 0.00% | +190 | New |
| Compass Wealth Management LLC | 200 | $1.91K | 0.00% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 210 | $2.00K | 0.00% | +210 | New |
| US Bancorp | 232 | $2.21K | 0.00% | 00.0% | Unchanged |
| Comerica Bank | 238 | $2.27K | 0.00% | +238 | New |
| Bogart Wealth, LLC | 308 | $2.94K | 0.00% | −133−30.2% | Reduced |
| Harbour Investments, Inc. | 335 | $3.20K | 0.00% | −600−64.2% | Reduced |
| Farther Finance Advisors, LLC | 510 | $4.85K | 0.00% | +510 | New |
| SWAN Capital LLC | 603 | $5.75K | 0.00% | 00.0% | Unchanged |
| Crewe Advisors LLC | 630 | $6.01K | 0.00% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 640 | $6.11K | 0.00% | 00.0% | Unchanged |
| Citizens National Bank Trust Department | 879 | $8.39K | 0.00% | −60−6.4% | Reduced |
| Founders Capital Management | 979 | $9.34K | 0.01% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 1,119 | $10.7K | 0.00% | +247+28.3% | Added |
| Private Trust Co NA | 1,163 | $11.1K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 1,233 | $11.8K | 0.00% | −199−13.9% | Reduced |
| Parallel Advisors, LLC | 1,540 | $14.7K | 0.00% | +158+11.4% | Added |
| MAI Capital Management | 1,594 | $15.2K | 0.00% | −1,594−50.0% | Reduced |
| CIBC Private Wealth Group, LLC | 2,300 | $18.1K | 0.00% | −2,022−46.8% | Reduced |
| Golden State Wealth Management, LLC | 1,915 | $18.3K | 0.00% | +1,915 | New |
| Caldwell Sutter Capital, Inc. | 1,958 | $18.7K | 0.01% | 00.0% | Unchanged |
| GWM Advisors LLC | 2,193 | $20.9K | 0.00% | 00.0% | Unchanged |
| GHP Investment Advisors, Inc. | 2,222 | $21.2K | 0.00% | +2,222 | New |
| Cooperman Leon G | 2,643 | $25.2K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 2,822 | $26.9K | 0.00% | −1,454−34.0% | Reduced |
| Bartlett & Co. Wealth Management LLC | 3,000 | $28.6K | 0.00% | 00.0% | Unchanged |
| Consultiva Wealth Management, Corp. | 3,000 | $28.6K | 0.10% | +3,000 | New |
| Wealth Preservation Advisors, LLC | 3,050 | $29.1K | 0.02% | +3,050 | New |
| Nomura Asset Management Co Ltd | 4,454 | $42.5K | 0.00% | −5,690−56.1% | Reduced |
| Nova Wealth Management, Inc. | 4,550 | $43.4K | 0.04% | 00.0% | Unchanged |
| Mather Group, LLC. | 4,976 | $47.5K | 0.00% | 00.0% | Unchanged |
| Pineridge Advisors LLC | 5,098 | $48.6K | 0.02% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 5,755 | $54.9K | 0.00% | −198−3.3% | Reduced |
| Larson Financial Group LLC | 6,520 | $62.2K | 0.00% | +46+0.7% | Added |
| Cape Investment Advisory, Inc. | 7,744 | $73.9K | 0.03% | −171−2.2% | Reduced |
| Ameriflex Group, Inc. | 8,211 | $78.3K | 0.03% | +293+3.7% | Added |
| Simplex Trading, LLC | 9,008 | $85.0K | 0.00% | +9,008 | New |
| Newbridge Financial Services Group, Inc. | 9,849 | $94.0K | 0.02% | +1,247+14.5% | Added |
| Signaturefd, LLC | 9,980 | $95.2K | 0.00% | −45−0.4% | Reduced |
| BOS Asset Management, LLC | 10,045 | $95.8K | 0.03% | +10,045 | New |
| Empirical Asset Management, LLC | 10,096 | $96.3K | 0.03% | +10,096 | New |
| Bouchey Financial Group Ltd | 10,276 | $98.0K | 0.01% | 00.0% | Unchanged |
| Mindset Wealth Management, LLC | 10,531 | $100.5K | 0.04% | −15,500−59.5% | Reduced |
| Mercer Global Advisors Inc | 10,647 | $101.6K | 0.00% | +10,647 | New |
| Lazard Asset Management LLC | 10,777 | $102.0K | 0.00% | −37,202−77.5% | Reduced |
| Advisory Alpha, LLC | 10,819 | $103.2K | 0.00% | +234+2.2% | Added |
| Goldman Sachs Group Inc | 11,083 | $105.7K | 0.00% | +11,083 | New |
| ERTS Wealth Advisors, LLC | 11,212 | $107.0K | 0.02% | −24,514−68.6% | Reduced |
| Cambria Investment Management, L.P. | 11,269 | $107.5K | 0.01% | −17,300−60.6% | Reduced |
| Resources Investment Advisors, LLC. | 11,275 | $107.6K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 11,654 | $111.2K | 0.00% | 00.0% | Unchanged |
| Citigroup Inc | 11,754 | $112.1K | 0.00% | +6,611+128.5% | Added |
| Sowell Financial Services LLC | 11,899 | $113.5K | 0.01% | +11,899 | New |
| Sanctuary Advisors, LLC | 11,969 | $114.2K | 0.00% | −979−7.6% | Reduced |
| Jackson Hole Capital Partners, LLC | 12,055 | $115.0K | 0.02% | 00.0% | Unchanged |
| Brookstone Capital Management | 12,106 | $115.5K | 0.00% | −1,496−11.0% | Reduced |
| Register Financial Advisors LLC | 12,178 | $116.2K | 0.06% | +47+0.4% | Added |
| Insigneo Advisory Services, LLC | 12,182 | $116.2K | 0.01% | +286+2.4% | Added |
| AlphaStar Capital Management, LLC | 12,199 | $116.4K | 0.01% | −2,738−18.3% | Reduced |
| CWM, LLC | 12,515 | $119.0K | 0.00% | −2,103−14.4% | Reduced |
| Sound Income Strategies, LLC | 12,730 | $121.4K | 0.01% | −248−1.9% | Reduced |
| Soltis Investment Advisors LLC | 13,146 | $125.4K | 0.01% | +13,146 | New |
| Brown Advisory Inc | 13,200 | $125.9K | 0.00% | 00.0% | Unchanged |
| Hutchens & Kramer Investment Management Group, LLC | 13,285 | $126.7K | 0.07% | 00.0% | Unchanged |
| Citadel Advisors LLC | 13,386 | $127.7K | 0.00% | +13,386 | New |
| Empowered Funds, LLC | 13,761 | $131.3K | 0.00% | +13,761 | New |
| WealthPlan Investment Management, LLC | 13,931 | $132.9K | 0.01% | 00.0% | Unchanged |
| Advisory Services Network, LLC | 13,966 | $133.2K | 0.00% | +2,100+17.7% | Added |
| Integrity Alliance, LLC. | 14,016 | $133.7K | 0.01% | +262+1.9% | Added |
| Central Pacific Bank - Trust Division | 14,200 | $135.5K | 0.02% | 00.0% | Unchanged |
| Nicholas Hoffman & Company, LLC. | 14,354 | $136.9K | 0.01% | 00.0% | Unchanged |
| First National Trust Co | 14,686 | $140.1K | 0.01% | 00.0% | Unchanged |
| Focus Financial Network, Inc. | 14,788 | $141.1K | 0.01% | 00.0% | Unchanged |
| Kingstone Capital Partners Texas, LLC | 14,870 | $142.0K | 0.11% | +790+5.6% | Added |
| Creative Financial Designs Inc | 14,904 | $142.2K | 0.01% | +39+0.3% | Added |
| Allworth Financial LP | 16,140 | $142.5K | 0.00% | +25+0.2% | Added |
| De Lisle Partners LLP | 15,305 | $146.0K | 0.02% | 00.0% | Unchanged |
| Centiva Capital, LP | 15,328 | $146.2K | 0.01% | +15,328 | New |
| Kovack Advisors, Inc. | 15,406 | $147.0K | 0.02% | 00.0% | Unchanged |
| Brevan Howard Capital Management LP | 15,796 | $150.7K | 0.00% | +3,841+32.1% | Added |
| Cozad Asset Management Inc | 15,874 | $151.4K | 0.02% | 00.0% | Unchanged |
| Beaumont Financial Advisors, LLC | 16,044 | $153.1K | 0.01% | +504+3.2% | Added |
| Capital Advisory Group Advisory Services, LLC | 16,200 | $154.5K | 0.06% | −2,100−11.5% | Reduced |
| Cobblestone Capital Advisors LLC | 16,280 | $155.3K | 0.01% | −2,072−11.3% | Reduced |
| Armor Investment Advisors, LLC | 16,300 | $155.5K | 0.06% | +1,700+11.6% | Added |
| Redwood Financial Network Corp | 16,362 | $156.1K | 0.12% | 00.0% | Unchanged |
| Guggenheim Capital LLC | 16,527 | $157.7K | 0.00% | −11,105−40.2% | Reduced |
| Kingswood Wealth Advisors, LLC | 16,611 | $158.0K | 0.01% | −16,181−49.3% | Reduced |
| Avantax Advisory Services, Inc. | 16,609 | $158.5K | 0.00% | +469+2.9% | Added |
| PFG Investments, LLC | 16,831 | $160.6K | 0.01% | +4,563+37.2% | Added |
| Western Wealth Management, LLC | 16,905 | $161.3K | 0.01% | −350−2.0% | Reduced |
| Cary Street Partners Financial LLC | 17,239 | $164.5K | 0.01% | 00.0% | Unchanged |
| Castleview Partners, LLC | 17,424 | $166.2K | 0.11% | −2,641−13.2% | Reduced |
| Quadrature Capital Ltd | 17,740 | $169.0K | 0.00% | +17,740 | New |