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 |
|---|---|---|---|---|---|
| Farmers & Merchants Trust Co of Long Beach | 17,843 | $170.2K | 0.04% | +46+0.3% | Added |
| Financial Advocates Investment Management | 18,854 | $179.9K | 0.01% | 00.0% | Unchanged |
| Panoramic Investment Advisors, LLC | 19,027 | $181.5K | 0.12% | 00.0% | Unchanged |
| Campbell & CO Investment Adviser LLC | 19,202 | $183.2K | 0.01% | +19,202 | New |
| SeaCrest Wealth Management, LLC | 19,415 | $185.2K | 0.02% | −1,391−6.7% | Reduced |
| Founders Financial Securities LLC | 21,255 | $188.7K | 0.02% | +2,517+13.4% | Added |
| BFSG, LLC | 19,880 | $189.7K | 0.02% | 00.0% | Unchanged |
| ProShare Advisors LLC | 19,906 | $189.9K | 0.00% | +2,097+11.8% | Added |
| Consolidated Portfolio Review Corp | 21,361 | $203.8K | 0.03% | +125+0.6% | Added |
| Chicago Partners Investment Group LLC | 23,904 | $205.8K | 0.01% | +803+3.5% | Added |
| Geneos Wealth Management Inc. | 21,966 | $209.6K | 0.01% | 00.0% | Unchanged |
| CI Private Wealth, LLC | 21,983 | $209.7K | 0.00% | +21,983 | New |
| Caxton Associates LLP | 22,596 | $215.6K | 0.01% | +22,596 | New |
| Stephens Inc | 22,857 | $218.1K | 0.00% | +3,724+19.5% | Added |
| Triumph Capital Management | 24,366 | $232.5K | 0.08% | 00.0% | Unchanged |
| Gotham Asset Management, LLC | 25,000 | $238.5K | 0.00% | +25,000 | New |
| Omers Administration Corp | 25,800 | $246.1K | 0.00% | +25,800 | New |
| Northern Trust Corp | 25,921 | $247.3K | 0.00% | −43,154−62.5% | Reduced |
| Essex Financial Services, Inc. | 26,292 | $250.8K | 0.02% | +551+2.1% | Added |
| Arkadios Wealth Advisors | 26,372 | $251.6K | 0.01% | +347+1.3% | Added |
| Jane Street Group, LLC | 27,073 | $258.3K | 0.00% | −67,091−71.2% | Reduced |
| Mariner, LLC | 27,295 | $260.4K | 0.00% | +16,310+148.5% | Added |
| Sigma Planning Corp | 27,558 | $262.9K | 0.01% | +9,697+54.3% | Added |
| Ameriprise Financial Inc | 27,569 | $263.0K | 0.00% | −59,188−68.2% | Reduced |
| Creative Planning | 27,683 | $264.1K | 0.00% | −9,072−24.7% | Reduced |
| Eagle Global Advisors LLC | 27,970 | $266.8K | 0.01% | 00.0% | Unchanged |
| Ausdal Financial Partners, Inc. | 27,995 | $267.1K | 0.02% | +389+1.4% | Added |
| RMB Capital Management, LLC | 29,372 | $280.2K | 0.01% | 00.0% | Unchanged |
| Wedbush Securities Inc | 30,446 | $290.0K | 0.01% | −1,025−3.3% | Reduced |
| Global Assets Advisory, LLC | 35,040 | $302.2K | 0.06% | +23,588+206.0% | Added |
| Sequoia Financial Advisors, LLC | 32,643 | $311.4K | 0.00% | −4,426−11.9% | Reduced |
| Raleigh Capital Management Inc. | 32,679 | $311.8K | 0.14% | −902−2.7% | Reduced |
| Change Path, LLC | 33,567 | $320.2K | 0.01% | −4,165−11.0% | Reduced |
| Envestnet Asset Management Inc | 34,146 | $325.8K | 0.00% | +6,519+23.6% | Added |
| LSV Asset Management | 36,100 | $344.0K | 0.00% | 00.0% | Unchanged |
| Arete Wealth Advisors, LLC | 36,488 | $348.0K | 0.03% | +2,384+7.0% | Added |
| Royal Bank of Canada | 37,116 | $354.0K | 0.00% | −5,159−12.2% | Reduced |
| Lansforsakringar Fondforvaltning AB (publ) | 39,008 | $372.1K | 0.00% | +39,008 | New |
| Susquehanna International Group, LLP | 43,508 | $415.1K | 0.00% | +9,162+26.7% | Added |
| Koshinski Asset Management, Inc. | 43,612 | $416.1K | 0.04% | −3,546−7.5% | Reduced |
| Virtu Financial LLC | 44,830 | $428.0K | 0.02% | +44,830 | New |
| Warren Averett Asset Management, LLC | 46,147 | $440.2K | 0.01% | −7,902−14.6% | Reduced |
| Patriot Financial Group Insurance Agency, LLC | 46,601 | $444.6K | 0.06% | +24,152+107.6% | Added |
| Sunbelt Securities, Inc. | 48,835 | $465.9K | 0.04% | −4,048−7.7% | Reduced |
| Verition Fund Management LLC | 50,214 | $479.0K | 0.00% | +50,214 | New |
| Apollon Wealth Management, LLC | 51,734 | $493.5K | 0.01% | −4,423−7.9% | Reduced |
| Stifel Financial Corp | 52,573 | $501.5K | 0.00% | −37,940−41.9% | Reduced |
| HighPoint Advisor Group LLC | 57,958 | $510.0K | 0.03% | −1,185−2.0% | Reduced |
| MML Investors Services, LLC | 55,331 | $528.0K | 0.00% | +4,637+9.1% | Added |
| Mackenzie Financial Corp | 56,450 | $538.5K | 0.00% | +56,450 | New |
| Steward Partners Investment Advisory, LLC | 56,550 | $539.5K | 0.00% | +17,072+43.2% | Added |
| HRT Financial LP | 58,226 | $555.0K | 0.00% | −131,162−69.3% | Reduced |
| Kestra Advisory Services, LLC | 59,526 | $567.9K | 0.00% | −9,606−13.9% | Reduced |
| Green Square Capital Advisors LLC | 61,158 | $583.4K | 0.09% | −45,800−42.8% | Reduced |
| Commonwealth Equity Services, LLC | 61,738 | $589.0K | 0.00% | +7,833+14.5% | Added |
| Ethos Financial Group, LLC | 64,485 | $615.2K | 0.06% | +64,485 | New |
| MQS Management LLC | 64,640 | $616.7K | 0.35% | +64,640 | New |
| Lido Advisors, LLC | 66,325 | $632.7K | 0.00% | −8,910−11.8% | Reduced |
| Bard Associates Inc | 67,869 | $647.5K | 0.24% | −306−0.4% | Reduced |
| Oxford Asset Management LLP | 68,665 | $655.1K | 0.30% | +68,665 | New |
| Prime Capital Investment Advisors, LLC | 71,133 | $678.6K | 0.01% | +4,091+6.1% | Added |
| Cetera Investment Advisers | 75,490 | $720.2K | 0.00% | +651+0.9% | Added |
| Virtus Investment Advisers, Inc. | 88,934 | $848.4K | 0.23% | +88,934 | New |
| Millennium Management LLC | 91,137 | $869.4K | 0.00% | +53,773+143.9% | Added |
| Great West Life Assurance Co | 91,116 | $870.0K | 0.00% | +16,060+21.4% | Added |
| Wiley Bros.-Aintree Capital, LLC | 98,061 | $942.4K | 0.01% | +5,000+5.4% | Added |
| Marshall Wace, LLP | 99,429 | $948.6K | 0.00% | +46,700+88.6% | Added |
| Icon Advisers Inc | 102,951 | $982.2K | 0.23% | −166,351−61.8% | Reduced |
| Qube Research & Technologies Ltd | 108,276 | $1.03M | 0.00% | +24,519+29.3% | Added |
| Price T Rowe Associates Inc | 119,339 | $1.14M | 0.00% | −192,203−61.7% | Reduced |
| Cliffwater LLC | 126,753 | $1.21M | 0.32% | +7,146+6.0% | Added |
| Cubist Systematic Strategies, LLC | 130,042 | $1.24M | 0.02% | +130,042 | New |
| Denali Advisors LLC | 138,153 | $1.32M | 0.15% | +11,546+9.1% | Added |
| HighTower Advisors, LLC | 140,788 | $1.34M | 0.00% | 00.0% | Unchanged |
| Trexquant Investment LP | 147,123 | $1.40M | 0.02% | +18,237+14.1% | Added |
| JPMorgan Chase & Co | 151,393 | $1.44M | 0.00% | +31,775+26.6% | Added |
| Wealth Enhancement Advisory Services, LLC | 152,340 | $1.45M | 0.00% | +70,691+86.6% | Added |
| D. E. Shaw & Co., Inc. | 171,450 | $1.64M | 0.00% | +158,713+1,246.1% | Added |
| Cambridge Investment Research Advisors, Inc. | 207,157 | $1.98M | 0.01% | −13,984−6.3% | Reduced |
| Neuberger Berman Group LLC | 216,623 | $2.07M | 0.00% | −113,228−34.3% | Reduced |
| Skandinaviska Enskilda Banken AB (publ) | 239,440 | $2.28M | 0.01% | 00.0% | Unchanged |
| Caliber Wealth Management, LLC | 241,126 | $2.30M | 0.31% | +241,126 | New |
| 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 |
| LPL Financial LLC | 294,366 | $2.81M | 0.00% | +13,903+5.0% | Added |
| Callodine Capital Management, LP | 300,000 | $2.86M | 0.48% | 00.0% | Unchanged |
| Sofos Investments, Inc. | 301,719 | $2.88M | 0.63% | +301,719 | New |
| Raymond James Financial Inc | 323,476 | $3.09M | 0.00% | −605,613−65.2% | Reduced |
| Advisor Group Holdings, Inc. | 349,180 | $3.33M | 0.01% | +30,489+9.6% | Added |
| BI Asset Management Fondsmaeglerselskab A/S | 372,610 | $3.56M | 0.04% | +23,564+6.8% | Added |
| Hennion & Walsh Asset Management, Inc. | 374,892 | $3.58M | 0.16% | −108,158−22.4% | Reduced |
| Advisors Asset Management, Inc. | 399,284 | $3.81M | 0.07% | +21,416+5.7% | Added |
| Bank of America Corp | 467,918 | $4.46M | 0.00% | −64,574−12.1% | Reduced |
| Tudor Investment Corp Et Al | 472,867 | $4.51M | 0.04% | +266,402+129.0% | Added |
| Confluence Investment Management LLC | 519,779 | $4.96M | 0.07% | +2,026+0.4% | Added |
| BlackRock, Inc. | 527,554 | $5.03M | 0.00% | −26,941−4.9% | Reduced |
| Dimension Capital Management LLC | 540,148 | $5.15M | 0.91% | +37,050+7.4% | Added |
| Legal & General Group Plc | 693,280 | $6.60M | 0.00% | −44,514−6.0% | Reduced |
| Franklin Resources Inc | 699,971 | $6.68M | 0.00% | +273,275+64.0% | Added |
| Two Sigma Investments, LP | 732,289 | $6.99M | 0.02% | +167,834+29.7% | Added |