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, Q2 2025
Institutional positions in Barings BDC, Inc. as of Jun 30, 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
- 195
- −13 vs. Q1 2025
- Shares held
- 45.2M
- +854.6K (+1.9%) vs. Q1 2025
- Total value
- $412.8M
- −$9.72M (−2.3%) vs. Q1 2025
- New holders
- 25
- 77 more added
- Sold out
- 38
- 56 more reduced
3 institutions that held it in Q1 2025 haven't filed for Q2 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2025: 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, Q2 2025
Shares, value and share of portfolio for each institution holding Barings BDC, Inc.; share changes are against Q1 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Huntington National Bank | 1 | $9 | 0.00% | 00.0% | Unchanged |
| Danske Bank A/S | 3 | $27 | 0.00% | +3 | New |
| SBI Securities Co., Ltd. | 67 | $612 | 0.00% | 00.0% | Unchanged |
| FMR LLC | 86 | $786 | 0.00% | 00.0% | Unchanged |
| Costello Asset Management, INC | 100 | $914 | 0.00% | 00.0% | Unchanged |
| US Bancorp | 151 | $1.38K | 0.00% | −81−34.9% | Reduced |
| Caitong International Asset Management Co., Ltd | 154 | $1.41K | 0.00% | +154 | New |
| Garde Capital, Inc. | 190 | $1.74K | 0.00% | 00.0% | Unchanged |
| Comerica Bank | 238 | $2.17K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 335 | $3.06K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 412 | $3.76K | 0.00% | +104+33.8% | Added |
| SWAN Capital LLC | 603 | $5.51K | 0.00% | 00.0% | Unchanged |
| Crewe Advisors LLC | 630 | $5.76K | 0.00% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 640 | $5.85K | 0.00% | 00.0% | Unchanged |
| Westside Investment Management, Inc. | 680 | $6.24K | 0.00% | +680 | New |
| The PNC Financial Services Group, Inc. | 759 | $6.94K | 0.00% | +759 | New |
| Total Investment Management Inc | 870 | $7.95K | 0.00% | +870 | New |
| Citizens National Bank Trust Department | 879 | $8.03K | 0.00% | 00.0% | Unchanged |
| Founders Capital Management | 979 | $8.95K | 0.01% | 00.0% | Unchanged |
| Bangor Savings Bank | 1,000 | $9.14K | 0.00% | +1,000 | New |
| Harbor Asset Planning, Inc. | 1,000 | $9.14K | 0.01% | +1,000 | New |
| Quest 10 Wealth Builders, Inc. | 1,029 | $9.41K | 0.01% | +1,029 | New |
| Tower Research Capital LLC (TRC) | 1,082 | $9.89K | 0.00% | −151−12.2% | Reduced |
| Private Trust Co NA | 1,163 | $10.6K | 0.00% | 00.0% | Unchanged |
| WFA of San Diego, LLC | 1,400 | $12.8K | 0.01% | +1,400 | New |
| Parallel Advisors, LLC | 1,456 | $13.3K | 0.00% | −84−5.5% | Reduced |
| MAI Capital Management | 1,749 | $16.0K | 0.00% | +155+9.7% | Added |
| Ameritas Advisory Services, LLC | 1,930 | $17.6K | 0.00% | +1,930 | New |
| Caldwell Sutter Capital, Inc. | 1,958 | $17.9K | 0.01% | 00.0% | Unchanged |
| GWM Advisors LLC | 2,193 | $20.0K | 0.00% | 00.0% | Unchanged |
| Nomura Asset Management Co Ltd | 2,260 | $20.7K | 0.00% | −2,194−49.3% | Reduced |
| GHP Investment Advisors, Inc. | 2,285 | $20.9K | 0.00% | +63+2.8% | Added |
| CIBC Private Wealth Group, LLC | 2,300 | $21.0K | 0.00% | 00.0% | Unchanged |
| Sterling Capital Management LLC | 2,394 | $21.9K | 0.00% | +2,394 | New |
| Northwestern Mutual Wealth Management Co | 2,918 | $26.7K | 0.00% | +96+3.4% | Added |
| Consultiva Wealth Management, Corp. | 3,000 | $27.4K | 0.08% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 3,000 | $27.4K | 0.00% | 00.0% | Unchanged |
| Cape Investment Advisory, Inc. | 3,526 | $32.2K | 0.01% | −4,218−54.5% | Reduced |
| Ameriflex Group, Inc. | 4,091 | $37.5K | 0.02% | −4,120−50.2% | Reduced |
| MPWM Advisory Solutions, LLC | 4,240 | $38.8K | 0.02% | +4,240 | New |
| Larson Financial Group LLC | 5,314 | $48.6K | 0.00% | −1,206−18.5% | Reduced |
| Golden State Wealth Management, LLC | 7,077 | $64.7K | 0.01% | +5,162+269.6% | Added |
| Signaturefd, LLC | 7,122 | $65.1K | 0.00% | −2,858−28.6% | Reduced |
| Newbridge Financial Services Group, Inc. | 9,529 | $87.1K | 0.01% | −320−3.2% | Reduced |
| Running Point Capital Advisors, LLC | 10,000 | $91.4K | 0.03% | +10,000 | New |
| BOS Asset Management, LLC | 10,045 | $91.8K | 0.03% | 00.0% | Unchanged |
| Bouchey Financial Group Ltd | 10,276 | $93.9K | 0.01% | 00.0% | Unchanged |
| Empirical Asset Management, LLC | 10,439 | $95.4K | 0.03% | +343+3.4% | Added |
| Sanctuary Advisors, LLC | 10,469 | $95.7K | 0.00% | −1,500−12.5% | Reduced |
| Entropy Technologies, LP | 10,583 | $96.7K | 0.01% | +10,583 | New |
| Panoramic Investment Advisors, LLC | 10,931 | $99.9K | 0.06% | −8,096−42.6% | Reduced |
| Advisory Alpha, LLC | 11,069 | $101.2K | 0.00% | +250+2.3% | Added |
| Merit Financial Group, LLC | 11,091 | $101.4K | 0.00% | +11,091 | New |
| CWM, LLC | 11,261 | $103.0K | 0.00% | −1,254−10.0% | Reduced |
| Spire Wealth Management | 11,324 | $103.5K | 0.00% | −330−2.8% | Reduced |
| Sowell Financial Services LLC | 11,498 | $105.1K | 0.00% | −401−3.4% | Reduced |
| Jackson Hole Capital Partners, LLC | 12,055 | $110.2K | 0.02% | 00.0% | Unchanged |
| Advisory Services Network, LLC | 11,966 | $110.6K | 0.00% | −2,000−14.3% | Reduced |
| Brookstone Capital Management | 12,107 | $110.7K | 0.00% | +10.0% | Added |
| Castleview Partners, LLC | 12,125 | $110.8K | 0.07% | −5,299−30.4% | Reduced |
| AlphaStar Capital Management, LLC | 12,208 | $111.6K | 0.01% | +9+0.1% | Added |
| Register Financial Advisors LLC | 12,231 | $111.8K | 0.05% | +53+0.4% | Added |
| PFG Advisors | 12,528 | $114.5K | 0.01% | +12,528 | New |
| Empowered Funds, LLC | 12,615 | $115.3K | 0.00% | −1,146−8.3% | Reduced |
| Insigneo Advisory Services, LLC | 12,625 | $115.4K | 0.01% | +443+3.6% | Added |
| Sound Income Strategies, LLC | 12,757 | $116.6K | 0.01% | +27+0.2% | Added |
| Creative Financial Designs Inc | 12,790 | $116.9K | 0.01% | −2,114−14.2% | Reduced |
| Global Retirement Partners, LLC | 12,964 | $118.5K | 0.00% | +12,964 | New |
| Cambria Investment Management, L.P. | 13,156 | $120.2K | 0.01% | +1,887+16.7% | Added |
| Brown Advisory Inc | 13,200 | $120.6K | 0.00% | 00.0% | Unchanged |
| Soltis Investment Advisors LLC | 13,592 | $124.2K | 0.01% | +446+3.4% | Added |
| Integrity Alliance, LLC. | 13,754 | $125.7K | 0.01% | −262−1.9% | Reduced |
| Advyzon Investment Management, LLC | 13,759 | $125.8K | 0.03% | +13,759 | New |
| Central Pacific Bank - Trust Division | 14,200 | $129.8K | 0.02% | 00.0% | Unchanged |
| Cobblestone Capital Advisors LLC | 14,315 | $130.8K | 0.01% | −1,965−12.1% | Reduced |
| Nicholas Hoffman & Company, LLC. | 14,354 | $131.2K | 0.00% | 00.0% | Unchanged |
| Focus Financial Network, Inc. | 14,672 | $134.1K | 0.01% | −116−0.8% | Reduced |
| Northeast Financial Group, Inc. | 14,686 | $134.2K | 0.04% | +14,686 | New |
| De Lisle Partners LLP | 15,305 | $139.9K | 0.02% | 00.0% | Unchanged |
| SeaCrest Wealth Management, LLC | 15,438 | $141.1K | 0.02% | −3,977−20.5% | Reduced |
| Kovack Advisors, Inc. | 15,519 | $141.8K | 0.01% | +113+0.7% | Added |
| Cozad Asset Management Inc | 15,874 | $145.1K | 0.01% | 00.0% | Unchanged |
| Redwood Financial Network Corp | 16,362 | $149.5K | 0.10% | 00.0% | Unchanged |
| Allworth Financial LP | 16,372 | $149.6K | 0.00% | +232+1.4% | Added |
| Guggenheim Capital LLC | 16,444 | $150.3K | 0.00% | −83−0.5% | Reduced |
| Beaumont Financial Advisors, LLC | 16,588 | $151.6K | 0.01% | +544+3.4% | Added |
| Capital Advisory Group Advisory Services, LLC | 16,800 | $153.6K | 0.06% | +600+3.7% | Added |
| Western Wealth Management, LLC | 16,905 | $154.5K | 0.01% | 00.0% | Unchanged |
| Kingstone Capital Partners Texas, LLC | 16,933 | $155.0K | 0.10% | +2,063+13.9% | Added |
| PFG Investments, LLC | 17,044 | $155.8K | 0.01% | +213+1.3% | Added |
| Avantax Advisory Services, Inc. | 17,116 | $156.4K | 0.00% | +507+3.1% | Added |
| Farmers & Merchants Trust Co of Long Beach | 18,087 | $165.3K | 0.04% | +244+1.4% | Added |
| ProShare Advisors LLC | 18,771 | $171.6K | 0.00% | −1,135−5.7% | Reduced |
| Armor Investment Advisors, LLC | 18,800 | $171.8K | 0.06% | +2,500+15.3% | Added |
| Financial Advocates Investment Management | 18,854 | $172.3K | 0.01% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 19,142 | $175.0K | 0.00% | −2,824−12.9% | Reduced |
| Founders Financial Securities LLC | 19,243 | $175.9K | 0.01% | −2,012−9.5% | Reduced |
| BFSG, LLC | 20,070 | $183.4K | 0.02% | +190+1.0% | Added |
| Consolidated Portfolio Review Corp | 20,556 | $187.9K | 0.03% | −805−3.8% | Reduced |
| Chicago Partners Investment Group LLC | 20,674 | $198.1K | 0.01% | −3,230−13.5% | Reduced |