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 |
|---|---|---|---|---|---|
| Financial Advocates Investment Management | 18,854 | $172.3K | 0.01% | 00.0% | Unchanged |
| Armor Investment Advisors, LLC | 18,800 | $171.8K | 0.06% | +2,500+15.3% | Added |
| ProShare Advisors LLC | 18,771 | $171.6K | 0.00% | −1,135−5.7% | Reduced |
| Farmers & Merchants Trust Co of Long Beach | 18,087 | $165.3K | 0.04% | +244+1.4% | Added |
| Avantax Advisory Services, Inc. | 17,116 | $156.4K | 0.00% | +507+3.1% | Added |
| PFG Investments, LLC | 17,044 | $155.8K | 0.01% | +213+1.3% | Added |
| Kingstone Capital Partners Texas, LLC | 16,933 | $155.0K | 0.10% | +2,063+13.9% | Added |
| Western Wealth Management, LLC | 16,905 | $154.5K | 0.01% | 00.0% | Unchanged |
| Capital Advisory Group Advisory Services, LLC | 16,800 | $153.6K | 0.06% | +600+3.7% | Added |
| Beaumont Financial Advisors, LLC | 16,588 | $151.6K | 0.01% | +544+3.4% | Added |
| Guggenheim Capital LLC | 16,444 | $150.3K | 0.00% | −83−0.5% | Reduced |
| Allworth Financial LP | 16,372 | $149.6K | 0.00% | +232+1.4% | Added |
| Redwood Financial Network Corp | 16,362 | $149.5K | 0.10% | 00.0% | Unchanged |
| Cozad Asset Management Inc | 15,874 | $145.1K | 0.01% | 00.0% | Unchanged |
| Kovack Advisors, Inc. | 15,519 | $141.8K | 0.01% | +113+0.7% | Added |
| SeaCrest Wealth Management, LLC | 15,438 | $141.1K | 0.02% | −3,977−20.5% | Reduced |
| De Lisle Partners LLP | 15,305 | $139.9K | 0.02% | 00.0% | Unchanged |
| Northeast Financial Group, Inc. | 14,686 | $134.2K | 0.04% | +14,686 | New |
| Focus Financial Network, Inc. | 14,672 | $134.1K | 0.01% | −116−0.8% | Reduced |
| Nicholas Hoffman & Company, LLC. | 14,354 | $131.2K | 0.00% | 00.0% | Unchanged |
| Cobblestone Capital Advisors LLC | 14,315 | $130.8K | 0.01% | −1,965−12.1% | Reduced |
| Central Pacific Bank - Trust Division | 14,200 | $129.8K | 0.02% | 00.0% | Unchanged |
| Advyzon Investment Management, LLC | 13,759 | $125.8K | 0.03% | +13,759 | New |
| Integrity Alliance, LLC. | 13,754 | $125.7K | 0.01% | −262−1.9% | Reduced |
| Soltis Investment Advisors LLC | 13,592 | $124.2K | 0.01% | +446+3.4% | Added |
| Brown Advisory Inc | 13,200 | $120.6K | 0.00% | 00.0% | Unchanged |
| Cambria Investment Management, L.P. | 13,156 | $120.2K | 0.01% | +1,887+16.7% | Added |
| Global Retirement Partners, LLC | 12,964 | $118.5K | 0.00% | +12,964 | New |
| Creative Financial Designs Inc | 12,790 | $116.9K | 0.01% | −2,114−14.2% | Reduced |
| Sound Income Strategies, LLC | 12,757 | $116.6K | 0.01% | +27+0.2% | Added |
| Insigneo Advisory Services, LLC | 12,625 | $115.4K | 0.01% | +443+3.6% | Added |
| Empowered Funds, LLC | 12,615 | $115.3K | 0.00% | −1,146−8.3% | Reduced |
| PFG Advisors | 12,528 | $114.5K | 0.01% | +12,528 | New |
| Register Financial Advisors LLC | 12,231 | $111.8K | 0.05% | +53+0.4% | Added |
| AlphaStar Capital Management, LLC | 12,208 | $111.6K | 0.01% | +9+0.1% | Added |
| Castleview Partners, LLC | 12,125 | $110.8K | 0.07% | −5,299−30.4% | Reduced |
| Brookstone Capital Management | 12,107 | $110.7K | 0.00% | +10.0% | Added |
| Advisory Services Network, LLC | 11,966 | $110.6K | 0.00% | −2,000−14.3% | Reduced |
| Jackson Hole Capital Partners, LLC | 12,055 | $110.2K | 0.02% | 00.0% | Unchanged |
| Sowell Financial Services LLC | 11,498 | $105.1K | 0.00% | −401−3.4% | Reduced |
| Spire Wealth Management | 11,324 | $103.5K | 0.00% | −330−2.8% | Reduced |
| CWM, LLC | 11,261 | $103.0K | 0.00% | −1,254−10.0% | Reduced |
| Merit Financial Group, LLC | 11,091 | $101.4K | 0.00% | +11,091 | New |
| Advisory Alpha, LLC | 11,069 | $101.2K | 0.00% | +250+2.3% | Added |
| Panoramic Investment Advisors, LLC | 10,931 | $99.9K | 0.06% | −8,096−42.6% | Reduced |
| Entropy Technologies, LP | 10,583 | $96.7K | 0.01% | +10,583 | New |
| Sanctuary Advisors, LLC | 10,469 | $95.7K | 0.00% | −1,500−12.5% | Reduced |
| Empirical Asset Management, LLC | 10,439 | $95.4K | 0.03% | +343+3.4% | Added |
| Bouchey Financial Group Ltd | 10,276 | $93.9K | 0.01% | 00.0% | Unchanged |
| BOS Asset Management, LLC | 10,045 | $91.8K | 0.03% | 00.0% | Unchanged |
| Running Point Capital Advisors, LLC | 10,000 | $91.4K | 0.03% | +10,000 | New |
| Newbridge Financial Services Group, Inc. | 9,529 | $87.1K | 0.01% | −320−3.2% | Reduced |
| Signaturefd, LLC | 7,122 | $65.1K | 0.00% | −2,858−28.6% | Reduced |
| Golden State Wealth Management, LLC | 7,077 | $64.7K | 0.01% | +5,162+269.6% | Added |
| Larson Financial Group LLC | 5,314 | $48.6K | 0.00% | −1,206−18.5% | Reduced |
| MPWM Advisory Solutions, LLC | 4,240 | $38.8K | 0.02% | +4,240 | New |
| Ameriflex Group, Inc. | 4,091 | $37.5K | 0.02% | −4,120−50.2% | Reduced |
| Cape Investment Advisory, Inc. | 3,526 | $32.2K | 0.01% | −4,218−54.5% | Reduced |
| 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 |
| Northwestern Mutual Wealth Management Co | 2,918 | $26.7K | 0.00% | +96+3.4% | Added |
| Sterling Capital Management LLC | 2,394 | $21.9K | 0.00% | +2,394 | New |
| CIBC Private Wealth Group, LLC | 2,300 | $21.0K | 0.00% | 00.0% | Unchanged |
| GHP Investment Advisors, Inc. | 2,285 | $20.9K | 0.00% | +63+2.8% | Added |
| Nomura Asset Management Co Ltd | 2,260 | $20.7K | 0.00% | −2,194−49.3% | Reduced |
| GWM Advisors LLC | 2,193 | $20.0K | 0.00% | 00.0% | Unchanged |
| Caldwell Sutter Capital, Inc. | 1,958 | $17.9K | 0.01% | 00.0% | Unchanged |
| Ameritas Advisory Services, LLC | 1,930 | $17.6K | 0.00% | +1,930 | New |
| MAI Capital Management | 1,749 | $16.0K | 0.00% | +155+9.7% | Added |
| Parallel Advisors, LLC | 1,456 | $13.3K | 0.00% | −84−5.5% | Reduced |
| WFA of San Diego, LLC | 1,400 | $12.8K | 0.01% | +1,400 | New |
| Private Trust Co NA | 1,163 | $10.6K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 1,082 | $9.89K | 0.00% | −151−12.2% | Reduced |
| Quest 10 Wealth Builders, Inc. | 1,029 | $9.41K | 0.01% | +1,029 | New |
| 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 |
| Founders Capital Management | 979 | $8.95K | 0.01% | 00.0% | Unchanged |
| Citizens National Bank Trust Department | 879 | $8.03K | 0.00% | 00.0% | Unchanged |
| Total Investment Management Inc | 870 | $7.95K | 0.00% | +870 | New |
| The PNC Financial Services Group, Inc. | 759 | $6.94K | 0.00% | +759 | New |
| Westside Investment Management, Inc. | 680 | $6.24K | 0.00% | +680 | New |
| North Star Investment Management Corp. | 640 | $5.85K | 0.00% | 00.0% | Unchanged |
| Crewe Advisors LLC | 630 | $5.76K | 0.00% | 00.0% | Unchanged |
| SWAN Capital LLC | 603 | $5.51K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 412 | $3.76K | 0.00% | +104+33.8% | Added |
| Harbour Investments, Inc. | 335 | $3.06K | 0.00% | 00.0% | Unchanged |
| Comerica Bank | 238 | $2.17K | 0.00% | 00.0% | Unchanged |
| Garde Capital, Inc. | 190 | $1.74K | 0.00% | 00.0% | Unchanged |
| Caitong International Asset Management Co., Ltd | 154 | $1.41K | 0.00% | +154 | New |
| US Bancorp | 151 | $1.38K | 0.00% | −81−34.9% | Reduced |
| Costello Asset Management, INC | 100 | $914 | 0.00% | 00.0% | Unchanged |
| FMR LLC | 86 | $786 | 0.00% | 00.0% | Unchanged |
| SBI Securities Co., Ltd. | 67 | $612 | 0.00% | 00.0% | Unchanged |
| Danske Bank A/S | 3 | $27 | 0.00% | +3 | New |
| Huntington National Bank | 1 | $9 | 0.00% | 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 |