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 |
|---|---|---|---|---|---|
| Geneos Wealth Management Inc. | 21,966 | $209.6K | 0.01% | 00.0% | Unchanged |
| Chicago Partners Investment Group LLC | 23,904 | $205.8K | 0.01% | +803+3.5% | Added |
| Consolidated Portfolio Review Corp | 21,361 | $203.8K | 0.03% | +125+0.6% | Added |
| ProShare Advisors LLC | 19,906 | $189.9K | 0.00% | +2,097+11.8% | Added |
| BFSG, LLC | 19,880 | $189.7K | 0.02% | 00.0% | Unchanged |
| Founders Financial Securities LLC | 21,255 | $188.7K | 0.02% | +2,517+13.4% | Added |
| SeaCrest Wealth Management, LLC | 19,415 | $185.2K | 0.02% | −1,391−6.7% | Reduced |
| Campbell & CO Investment Adviser LLC | 19,202 | $183.2K | 0.01% | +19,202 | New |
| Panoramic Investment Advisors, LLC | 19,027 | $181.5K | 0.12% | 00.0% | Unchanged |
| Financial Advocates Investment Management | 18,854 | $179.9K | 0.01% | 00.0% | Unchanged |
| Farmers & Merchants Trust Co of Long Beach | 17,843 | $170.2K | 0.04% | +46+0.3% | Added |
| Quadrature Capital Ltd | 17,740 | $169.0K | 0.00% | +17,740 | New |
| Castleview Partners, LLC | 17,424 | $166.2K | 0.11% | −2,641−13.2% | Reduced |
| Cary Street Partners Financial LLC | 17,239 | $164.5K | 0.01% | 00.0% | Unchanged |
| Western Wealth Management, LLC | 16,905 | $161.3K | 0.01% | −350−2.0% | Reduced |
| PFG Investments, LLC | 16,831 | $160.6K | 0.01% | +4,563+37.2% | Added |
| Avantax Advisory Services, Inc. | 16,609 | $158.5K | 0.00% | +469+2.9% | Added |
| Kingswood Wealth Advisors, LLC | 16,611 | $158.0K | 0.01% | −16,181−49.3% | Reduced |
| Guggenheim Capital LLC | 16,527 | $157.7K | 0.00% | −11,105−40.2% | Reduced |
| Redwood Financial Network Corp | 16,362 | $156.1K | 0.12% | 00.0% | Unchanged |
| Armor Investment Advisors, LLC | 16,300 | $155.5K | 0.06% | +1,700+11.6% | Added |
| Cobblestone Capital Advisors LLC | 16,280 | $155.3K | 0.01% | −2,072−11.3% | Reduced |
| Capital Advisory Group Advisory Services, LLC | 16,200 | $154.5K | 0.06% | −2,100−11.5% | Reduced |
| Beaumont Financial Advisors, LLC | 16,044 | $153.1K | 0.01% | +504+3.2% | Added |
| Cozad Asset Management Inc | 15,874 | $151.4K | 0.02% | 00.0% | Unchanged |
| Brevan Howard Capital Management LP | 15,796 | $150.7K | 0.00% | +3,841+32.1% | Added |
| Kovack Advisors, Inc. | 15,406 | $147.0K | 0.02% | 00.0% | Unchanged |
| Centiva Capital, LP | 15,328 | $146.2K | 0.01% | +15,328 | New |
| De Lisle Partners LLP | 15,305 | $146.0K | 0.02% | 00.0% | Unchanged |
| Allworth Financial LP | 16,140 | $142.5K | 0.00% | +25+0.2% | Added |
| Creative Financial Designs Inc | 14,904 | $142.2K | 0.01% | +39+0.3% | Added |
| Kingstone Capital Partners Texas, LLC | 14,870 | $142.0K | 0.11% | +790+5.6% | Added |
| Focus Financial Network, Inc. | 14,788 | $141.1K | 0.01% | 00.0% | Unchanged |
| First National Trust Co | 14,686 | $140.1K | 0.01% | 00.0% | Unchanged |
| Nicholas Hoffman & Company, LLC. | 14,354 | $136.9K | 0.01% | 00.0% | Unchanged |
| Central Pacific Bank - Trust Division | 14,200 | $135.5K | 0.02% | 00.0% | Unchanged |
| Integrity Alliance, LLC. | 14,016 | $133.7K | 0.01% | +262+1.9% | Added |
| Advisory Services Network, LLC | 13,966 | $133.2K | 0.00% | +2,100+17.7% | Added |
| WealthPlan Investment Management, LLC | 13,931 | $132.9K | 0.01% | 00.0% | Unchanged |
| Empowered Funds, LLC | 13,761 | $131.3K | 0.00% | +13,761 | New |
| Citadel Advisors LLC | 13,386 | $127.7K | 0.00% | +13,386 | New |
| Hutchens & Kramer Investment Management Group, LLC | 13,285 | $126.7K | 0.07% | 00.0% | Unchanged |
| Brown Advisory Inc | 13,200 | $125.9K | 0.00% | 00.0% | Unchanged |
| Soltis Investment Advisors LLC | 13,146 | $125.4K | 0.01% | +13,146 | New |
| Sound Income Strategies, LLC | 12,730 | $121.4K | 0.01% | −248−1.9% | Reduced |
| CWM, LLC | 12,515 | $119.0K | 0.00% | −2,103−14.4% | Reduced |
| AlphaStar Capital Management, LLC | 12,199 | $116.4K | 0.01% | −2,738−18.3% | Reduced |
| Insigneo Advisory Services, LLC | 12,182 | $116.2K | 0.01% | +286+2.4% | Added |
| Register Financial Advisors LLC | 12,178 | $116.2K | 0.06% | +47+0.4% | Added |
| Brookstone Capital Management | 12,106 | $115.5K | 0.00% | −1,496−11.0% | Reduced |
| Jackson Hole Capital Partners, LLC | 12,055 | $115.0K | 0.02% | 00.0% | Unchanged |
| Sanctuary Advisors, LLC | 11,969 | $114.2K | 0.00% | −979−7.6% | Reduced |
| Sowell Financial Services LLC | 11,899 | $113.5K | 0.01% | +11,899 | New |
| Citigroup Inc | 11,754 | $112.1K | 0.00% | +6,611+128.5% | Added |
| Spire Wealth Management | 11,654 | $111.2K | 0.00% | 00.0% | Unchanged |
| Resources Investment Advisors, LLC. | 11,275 | $107.6K | 0.00% | 00.0% | Unchanged |
| Cambria Investment Management, L.P. | 11,269 | $107.5K | 0.01% | −17,300−60.6% | Reduced |
| ERTS Wealth Advisors, LLC | 11,212 | $107.0K | 0.02% | −24,514−68.6% | Reduced |
| Goldman Sachs Group Inc | 11,083 | $105.7K | 0.00% | +11,083 | New |
| Advisory Alpha, LLC | 10,819 | $103.2K | 0.00% | +234+2.2% | Added |
| Lazard Asset Management LLC | 10,777 | $102.0K | 0.00% | −37,202−77.5% | Reduced |
| Mercer Global Advisors Inc | 10,647 | $101.6K | 0.00% | +10,647 | New |
| Mindset Wealth Management, LLC | 10,531 | $100.5K | 0.04% | −15,500−59.5% | Reduced |
| Bouchey Financial Group Ltd | 10,276 | $98.0K | 0.01% | 00.0% | Unchanged |
| Empirical Asset Management, LLC | 10,096 | $96.3K | 0.03% | +10,096 | New |
| BOS Asset Management, LLC | 10,045 | $95.8K | 0.03% | +10,045 | New |
| Signaturefd, LLC | 9,980 | $95.2K | 0.00% | −45−0.4% | Reduced |
| Newbridge Financial Services Group, Inc. | 9,849 | $94.0K | 0.02% | +1,247+14.5% | Added |
| Simplex Trading, LLC | 9,008 | $85.0K | 0.00% | +9,008 | New |
| Ameriflex Group, Inc. | 8,211 | $78.3K | 0.03% | +293+3.7% | Added |
| Cape Investment Advisory, Inc. | 7,744 | $73.9K | 0.03% | −171−2.2% | Reduced |
| Larson Financial Group LLC | 6,520 | $62.2K | 0.00% | +46+0.7% | Added |
| Quadrant Capital Group LLC | 5,755 | $54.9K | 0.00% | −198−3.3% | Reduced |
| Pineridge Advisors LLC | 5,098 | $48.6K | 0.02% | 00.0% | Unchanged |
| Mather Group, LLC. | 4,976 | $47.5K | 0.00% | 00.0% | Unchanged |
| Nova Wealth Management, Inc. | 4,550 | $43.4K | 0.04% | 00.0% | Unchanged |
| Nomura Asset Management Co Ltd | 4,454 | $42.5K | 0.00% | −5,690−56.1% | Reduced |
| Wealth Preservation Advisors, LLC | 3,050 | $29.1K | 0.02% | +3,050 | New |
| 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 |
| Northwestern Mutual Wealth Management Co | 2,822 | $26.9K | 0.00% | −1,454−34.0% | Reduced |
| Cooperman Leon G | 2,643 | $25.2K | 0.00% | 00.0% | Unchanged |
| GHP Investment Advisors, Inc. | 2,222 | $21.2K | 0.00% | +2,222 | New |
| GWM Advisors LLC | 2,193 | $20.9K | 0.00% | 00.0% | Unchanged |
| Caldwell Sutter Capital, Inc. | 1,958 | $18.7K | 0.01% | 00.0% | Unchanged |
| Golden State Wealth Management, LLC | 1,915 | $18.3K | 0.00% | +1,915 | New |
| CIBC Private Wealth Group, LLC | 2,300 | $18.1K | 0.00% | −2,022−46.8% | Reduced |
| MAI Capital Management | 1,594 | $15.2K | 0.00% | −1,594−50.0% | Reduced |
| Parallel Advisors, LLC | 1,540 | $14.7K | 0.00% | +158+11.4% | Added |
| Tower Research Capital LLC (TRC) | 1,233 | $11.8K | 0.00% | −199−13.9% | Reduced |
| Private Trust Co NA | 1,163 | $11.1K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 1,119 | $10.7K | 0.00% | +247+28.3% | Added |
| Founders Capital Management | 979 | $9.34K | 0.01% | 00.0% | Unchanged |
| Citizens National Bank Trust Department | 879 | $8.39K | 0.00% | −60−6.4% | Reduced |
| North Star Investment Management Corp. | 640 | $6.11K | 0.00% | 00.0% | Unchanged |
| Crewe Advisors LLC | 630 | $6.01K | 0.00% | 00.0% | Unchanged |
| SWAN Capital LLC | 603 | $5.75K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 510 | $4.85K | 0.00% | +510 | New |
| Harbour Investments, Inc. | 335 | $3.20K | 0.00% | −600−64.2% | Reduced |
| Bogart Wealth, LLC | 308 | $2.94K | 0.00% | −133−30.2% | Reduced |