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 |
|---|---|---|---|---|---|
| Patriot Financial Group Insurance Agency, LLC | 21,895 | $200.1K | 0.02% | −24,706−53.0% | Reduced |
| Caxton Associates LLP | 22,596 | $206.5K | 0.01% | 00.0% | Unchanged |
| Stephens Inc | 23,035 | $210.5K | 0.00% | +178+0.8% | Added |
| Virtu Financial LLC | 23,488 | $215.0K | 0.01% | −21,342−47.6% | Reduced |
| Cary Street Partners Financial LLC | 24,171 | $220.9K | 0.01% | +6,932+40.2% | Added |
| Brevan Howard Capital Management LP | 24,263 | $221.8K | 0.00% | +8,467+53.6% | Added |
| Triumph Capital Management | 24,366 | $222.7K | 0.07% | 00.0% | Unchanged |
| Wedbush Securities Inc | 24,866 | $227.0K | 0.01% | −5,580−18.3% | Reduced |
| Gotham Asset Management, LLC | 25,000 | $228.5K | 0.00% | 00.0% | Unchanged |
| Quantbot Technologies LP | 25,792 | $235.7K | 0.01% | +25,792 | New |
| Essex Financial Services, Inc. | 26,320 | $240.6K | 0.02% | +28+0.1% | Added |
| Arkadios Wealth Advisors | 26,746 | $244.5K | 0.01% | +374+1.4% | Added |
| Creative Planning | 27,943 | $255.4K | 0.00% | +260+0.9% | Added |
| Sigma Planning Corp | 29,155 | $266.5K | 0.01% | +1,597+5.8% | Added |
| Mariner, LLC | 29,363 | $268.4K | 0.00% | +2,068+7.6% | Added |
| Ausdal Financial Partners, Inc. | 29,403 | $268.7K | 0.02% | +1,408+5.0% | Added |
| Ameriprise Financial Inc | 29,669 | $271.2K | 0.00% | +2,100+7.6% | Added |
| Envestnet Asset Management Inc | 29,696 | $271.4K | 0.00% | −4,450−13.0% | Reduced |
| Sequoia Financial Advisors, LLC | 30,826 | $281.8K | 0.00% | −1,817−5.6% | Reduced |
| RMB Capital Management, LLC | 31,772 | $290.4K | 0.01% | +2,400+8.2% | Added |
| Resources Investment Advisors, LLC. | 32,569 | $297.7K | 0.00% | +21,294+188.9% | Added |
| Raleigh Capital Management Inc. | 32,785 | $299.7K | 0.13% | +106+0.3% | Added |
| Eagle Global Advisors LLC | 34,295 | $313.5K | 0.01% | +6,325+22.6% | Added |
| Change Path, LLC | 34,696 | $317.1K | 0.01% | +1,129+3.4% | Added |
| LSV Asset Management | 36,100 | $330.0K | 0.00% | 00.0% | Unchanged |
| Arete Wealth Advisors, LLC | 36,725 | $336.0K | 0.02% | +237+0.6% | Added |
| Verition Fund Management LLC | 38,600 | $352.8K | 0.00% | −11,614−23.1% | Reduced |
| Citigroup Inc | 38,908 | $355.6K | 0.00% | +27,154+231.0% | Added |
| Mercer Global Advisors Inc | 41,642 | $380.6K | 0.00% | +30,995+291.1% | Added |
| Marshall Wace, LLP | 42,529 | $388.7K | 0.00% | −56,900−57.2% | Reduced |
| Stifel Financial Corp | 43,423 | $396.9K | 0.00% | −9,150−17.4% | Reduced |
| Koshinski Asset Management, Inc. | 43,977 | $401.9K | 0.03% | +365+0.8% | Added |
| Warren Averett Asset Management, LLC | 44,283 | $404.7K | 0.00% | −1,864−4.0% | Reduced |
| Steward Partners Investment Advisory, LLC | 49,884 | $455.9K | 0.00% | −6,666−11.8% | Reduced |
| Sunbelt Securities, Inc. | 52,883 | $506.1K | 0.04% | +4,048+8.3% | Added |
| Lido Advisors, LLC | 55,447 | $506.8K | 0.00% | −10,878−16.4% | Reduced |
| Commonwealth Equity Services, LLC | 55,848 | $510.0K | 0.00% | −5,890−9.5% | Reduced |
| HighPoint Advisor Group LLC | 58,303 | $532.9K | 0.03% | +345+0.6% | Added |
| Campbell & CO Investment Adviser LLC | 58,776 | $537.2K | 0.03% | +39,574+206.1% | Added |
| Royal Bank of Canada | 60,673 | $555.0K | 0.00% | +23,557+63.5% | Added |
| Prime Capital Investment Advisors, LLC | 62,165 | $568.2K | 0.01% | −8,968−12.6% | Reduced |
| Apollon Wealth Management, LLC | 62,722 | $573.3K | 0.01% | +10,988+21.2% | Added |
| Northern Trust Corp | 63,262 | $578.2K | 0.00% | +37,341+144.1% | Added |
| Bard Associates Inc | 67,319 | $615.3K | 0.20% | −550−0.8% | Reduced |
| Ethos Financial Group, LLC | 72,924 | $666.5K | 0.06% | +8,439+13.1% | Added |
| Kestra Advisory Services, LLC | 73,670 | $673.3K | 0.00% | +14,144+23.8% | Added |
| MML Investors Services, LLC | 74,970 | $685.0K | 0.00% | +19,639+35.5% | Added |
| Cetera Investment Advisers | 82,171 | $751.0K | 0.00% | +6,681+8.9% | Added |
| Great West Life Assurance Co | 89,210 | $817.0K | 0.00% | −1,906−2.1% | Reduced |
| Nilsine Partners, LLC | 90,011 | $822.7K | 0.08% | +90,011 | New |
| Virtus Investment Advisers, Inc. | 92,258 | $843.2K | 0.29% | +3,324+3.7% | Added |
| Wiley Bros.-Aintree Capital, LLC | 100,086 | $914.8K | 0.01% | +2,025+2.1% | Added |
| JPMorgan Chase & Co | 116,149 | $1.06M | 0.00% | −35,244−23.3% | Reduced |
| Cliffwater LLC | 126,753 | $1.16M | 0.24% | 00.0% | Unchanged |
| Denali Advisors LLC | 134,504 | $1.23M | 0.13% | −3,649−2.6% | Reduced |
| HighTower Advisors, LLC | 140,788 | $1.29M | 0.00% | 00.0% | Unchanged |
| Y-Intercept (Hong Kong) Ltd | 142,749 | $1.30M | 0.03% | +142,749 | New |
| Wealth Enhancement Advisory Services, LLC | 156,268 | $1.45M | 0.00% | +3,928+2.6% | Added |
| Bulldog Investors, LLP | 210,501 | $1.92M | 0.49% | +210,501 | New |
| Caliber Wealth Management, LLC | 210,592 | $1.92M | 0.21% | −30,534−12.7% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 217,821 | $1.99M | 0.01% | +10,664+5.1% | Added |
| Skandinaviska Enskilda Banken AB (publ) | 239,440 | $2.19M | 0.01% | 00.0% | Unchanged |
| Neuberger Berman Group LLC | 240,317 | $2.20M | 0.00% | +23,694+10.9% | Added |
| Hennion & Walsh Asset Management, Inc. | 242,327 | $2.21M | 0.09% | −132,565−35.4% | Reduced |
| LPL Financial LLC | 280,711 | $2.57M | 0.00% | −13,655−4.6% | Reduced |
| Callodine Capital Management, LP | 284,024 | $2.60M | 0.27% | −15,976−5.3% | Reduced |
| Trexquant Investment LP | 289,844 | $2.65M | 0.03% | +142,721+97.0% | Added |
| Sumitomo Mitsui Trust Holdings, Inc. | 291,373 | $2.66M | 0.00% | +28,463+10.8% | Added |
| Muzinich & Co., Inc. | 291,373 | $2.66M | 1.22% | +28,463+10.8% | Added |
| Financial Gravity Companies, Inc. | 306,055 | $2.80M | 0.55% | +306,055 | New |
| Advisor Group Holdings, Inc. | 336,307 | $3.08M | 0.01% | −12,873−3.7% | Reduced |
| Raymond James Financial Inc | 337,247 | $3.08M | 0.00% | +13,771+4.3% | Added |
| Green Square Capital Advisors LLC | 359,280 | $3.28M | 0.39% | +298,122+487.5% | Added |
| Tudor Investment Corp Et Al | 405,104 | $3.70M | 0.03% | −67,763−14.3% | Reduced |
| Rivernorth Capital Management, LLC | 411,254 | $3.76M | 0.21% | +411,254 | New |
| Advisors Asset Management, Inc. | 413,259 | $3.78M | 0.07% | +13,975+3.5% | Added |
| Confluence Investment Management LLC | 422,892 | $3.87M | 0.05% | −96,887−18.6% | Reduced |
| BI Asset Management Fondsmaeglerselskab A/S | 439,346 | $4.02M | 0.04% | +66,736+17.9% | Added |
| Bank of America Corp | 476,325 | $4.35M | 0.00% | +8,407+1.8% | Added |
| Two Sigma Investments, LP | 562,562 | $5.14M | 0.01% | −169,727−23.2% | Reduced |
| Dimension Capital Management LLC | 584,931 | $5.35M | 0.84% | +44,783+8.3% | Added |
| BlackRock, Inc. | 635,048 | $5.80M | 0.00% | +107,494+20.4% | Added |
| Legal & General Group Plc | 716,611 | $6.55M | 0.00% | +23,331+3.4% | Added |
| Franklin Resources Inc | 826,659 | $7.56M | 0.00% | +126,688+18.1% | Added |
| Wells Fargo & Company | 838,365 | $7.66M | 0.00% | +23,257+2.9% | Added |
| Morgan Stanley | 861,363 | $7.87M | 0.00% | −100,698−10.5% | Reduced |
| Kovitz Investment Group Partners, LLC | 1,040,546 | $9.51M | 0.04% | −32,594−3.0% | Reduced |
| Two Sigma Advisers, LP | 1,089,200 | $9.96M | 0.02% | −218,700−16.7% | Reduced |
| Invesco Ltd. | 1,120,093 | $10.2M | 0.00% | +14,377+1.3% | Added |
| UBS Group AG | 1,181,060 | $10.8M | 0.00% | +330,231+38.8% | Added |
| Cresset Asset Management, LLC | 1,999,478 | $18.3M | 0.09% | +39,548+2.0% | Added |
| Van Eck Associates Corp | 2,343,401 | $21.4M | 0.02% | +169,671+7.8% | Added |
| Private Management Group Inc | 3,156,257 | $28.8M | 0.94% | +59,813+1.9% | Added |
| Ares Management LLC | 3,797,112 | $34.7M | 1.77% | +190,016+5.3% | Added |
| Barings LLC | 13,639,681 | $124.7M | 2.91% | 00.0% | Unchanged |
| D. E. Shaw & Co., Inc. | 0 | $0 | 0.00% | −171,450−100.0% | Sold out |
| Cubist Systematic Strategies, LLC | 0 | $0 | 0.00% | −130,042−100.0% | Sold out |
| Price T Rowe Associates Inc | 0 | $0 | 0.00% | −119,339−100.0% | Sold out |
| Qube Research & Technologies Ltd | 0 | $0 | 0.00% | −108,276−100.0% | Sold out |
| Icon Advisers Inc | 0 | $0 | 0.00% | −102,951−100.0% | Sold out |