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, Q3 2025
Institutional positions in Barings BDC, Inc. as of Sep 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
- 209
- +16 vs. Q2 2025
- Shares held
- 45.8M
- +950.7K (+2.1%) vs. Q2 2025
- Total value
- $401.5M
- −$8.33M (−2.0%) vs. Q2 2025
- New holders
- 33
- 78 more added
- Sold out
- 17
- 50 more reduced
2 institutions that held it in Q2 2025 haven't filed for Q3 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2025
Shares, value and share of portfolio for each institution holding Barings BDC, Inc.; share changes are against Q2 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Geneos Wealth Management Inc. | 18,488 | $162.0K | 0.00% | −654−3.4% | Reduced |
| Kingstone Capital Partners Texas, LLC | 18,831 | $165.0K | 0.10% | +1,898+11.2% | Added |
| Cary Street Partners Financial LLC | 18,889 | $165.5K | 0.00% | −5,282−21.9% | Reduced |
| BFSG, LLC | 19,300 | $169.1K | 0.02% | −770−3.8% | Reduced |
| ProShare Advisors LLC | 19,769 | $173.2K | 0.00% | +998+5.3% | Added |
| Brevan Howard Capital Management LP | 19,794 | $173.4K | 0.00% | −4,469−18.4% | Reduced |
| Armor Investment Advisors, LLC | 19,800 | $173.4K | 0.05% | +1,000+5.3% | Added |
| Sunbeam Capital Management, LLC | 20,000 | $175.2K | 0.11% | +20,000 | New |
| TrueMark Investments, LLC | 20,466 | $179.3K | 0.03% | +20,466 | New |
| Consolidated Portfolio Review Corp | 20,556 | $180.1K | 0.02% | 00.0% | Unchanged |
| Envestnet Asset Management Inc | 20,759 | $181.9K | 0.00% | −8,937−30.1% | Reduced |
| Chicago Partners Investment Group LLC | 20,439 | $187.0K | 0.00% | −235−1.1% | Reduced |
| Patriot Financial Group Insurance Agency, LLC | 22,187 | $194.4K | 0.02% | +292+1.3% | Added |
| Millennium Management LLC | 23,393 | $204.9K | 0.00% | +23,393 | New |
| Stephens Inc | 23,847 | $208.9K | 0.00% | +812+3.5% | Added |
| Triumph Capital Management | 24,366 | $213.4K | 0.06% | 00.0% | Unchanged |
| Royal Bank of Canada | 24,934 | $218.0K | 0.00% | −35,739−58.9% | Reduced |
| Gotham Asset Management, LLC | 25,000 | $219.0K | 0.00% | 00.0% | Unchanged |
| Wedbush Securities Inc | 25,116 | $220.0K | 0.01% | +250+1.0% | Added |
| Seven Mile Advisory | 26,227 | $229.8K | 0.04% | +26,227 | New |
| Essex Financial Services, Inc. | 26,347 | $230.8K | 0.01% | +27+0.1% | Added |
| Arkadios Wealth Advisors | 27,120 | $237.6K | 0.01% | +374+1.4% | Added |
| Ameriprise Financial Inc | 28,119 | $246.3K | 0.00% | −1,550−5.2% | Reduced |
| Change Path, LLC | 28,135 | $246.5K | 0.01% | −6,561−18.9% | Reduced |
| Sigma Planning Corp | 28,537 | $250.0K | 0.01% | −618−2.1% | Reduced |
| Creative Planning | 29,375 | $257.3K | 0.00% | +1,432+5.1% | Added |
| Ausdal Financial Partners, Inc. | 29,997 | $262.8K | 0.01% | +594+2.0% | Added |
| Tudor Investment Corp Et Al | 31,159 | $273.0K | 0.00% | −373,945−92.3% | Reduced |
| RMB Capital Management, LLC | 31,772 | $278.3K | 0.01% | 00.0% | Unchanged |
| Western Wealth Management, LLC | 32,301 | $283.0K | 0.01% | +15,396+91.1% | Added |
| Raleigh Capital Management Inc. | 32,891 | $288.1K | 0.11% | +106+0.3% | Added |
| Summit Financial, LLC | 33,529 | $293.7K | 0.00% | +33,529 | New |
| Eagle Global Advisors LLC | 34,295 | $300.4K | 0.01% | 00.0% | Unchanged |
| Resources Investment Advisors, LLC. | 35,791 | $313.5K | 0.00% | +3,222+9.9% | Added |
| Armis Advisers, LLC | 35,000 | $315.0K | 0.03% | +35,000 | New |
| Caxton Associates LLP | 35,959 | $315.0K | 0.01% | +13,363+59.1% | Added |
| Price T Rowe Associates Inc | 36,274 | $318.0K | 0.00% | +36,274 | New |
| Sunbelt Securities, Inc. | 37,767 | $330.8K | 0.02% | −15,116−28.6% | Reduced |
| Bank of Montreal | 40,573 | $355.4K | 0.00% | +40,573 | New |
| Arete Wealth Advisors, LLC | 40,921 | $358.0K | 0.02% | +4,196+11.4% | Added |
| Koshinski Asset Management, Inc. | 41,422 | $362.9K | 0.02% | −2,555−5.8% | Reduced |
| Stifel Financial Corp | 41,968 | $367.6K | 0.00% | −1,455−3.4% | Reduced |
| Warren Averett Asset Management, LLC | 42,112 | $368.9K | 0.00% | −2,171−4.9% | Reduced |
| Mercer Global Advisors Inc | 45,938 | $402.4K | 0.00% | +4,296+10.3% | Added |
| LSV Asset Management | 46,700 | $409.0K | 0.00% | +10,600+29.4% | Added |
| Verition Fund Management LLC | 52,049 | $455.9K | 0.00% | +13,449+34.8% | Added |
| Citigroup Inc | 53,135 | $465.5K | 0.00% | +14,227+36.6% | Added |
| Bard Associates Inc | 54,252 | $475.2K | 0.13% | −13,067−19.4% | Reduced |
| Campbell & CO Investment Adviser LLC | 55,468 | $485.9K | 0.04% | −3,308−5.6% | Reduced |
| Lido Advisors, LLC | 55,490 | $486.1K | 0.00% | +43+0.1% | Added |
| Commonwealth Equity Services, LLC | 57,008 | $499.0K | 0.00% | +1,160+2.1% | Added |
| Jane Street Group, LLC | 57,631 | $504.8K | 0.00% | +57,631 | New |
| HighPoint Advisor Group LLC | 57,698 | $505.4K | 0.02% | −605−1.0% | Reduced |
| Kestra Advisory Services, LLC | 62,322 | $545.9K | 0.00% | −11,348−15.4% | Reduced |
| Apollon Wealth Management, LLC | 64,774 | $567.4K | 0.01% | +2,052+3.3% | Added |
| Bulldog Investors, LLP | 67,422 | $590.6K | 0.14% | −143,079−68.0% | Reduced |
| Prosperity Consulting Group, LLC | 67,971 | $595.4K | 0.03% | +67,971 | New |
| Northern Trust Corp | 71,955 | $630.3K | 0.00% | +8,693+13.7% | Added |
| Prevail Innovative Wealth Advisors, LLC | 81,865 | $717.1K | 0.14% | +81,865 | New |
| MML Investors Services, LLC | 84,627 | $741.3K | 0.00% | +9,657+12.9% | Added |
| Prime Capital Investment Advisors, LLC | 84,735 | $742.3K | 0.01% | +22,570+36.3% | Added |
| Virtus Investment Advisers, Inc. | 86,066 | $753.9K | 0.22% | −6,192−6.7% | Reduced |
| Ethos Financial Group, LLC | 86,645 | $759.0K | 0.06% | +13,721+18.8% | Added |
| Nilsine Partners, LLC | 86,948 | $761.7K | 0.07% | −3,063−3.4% | Reduced |
| Cetera Investment Advisers | 87,877 | $769.8K | 0.00% | +5,706+6.9% | Added |
| Wiley Bros.-Aintree Capital, LLC | 97,910 | $857.7K | 0.01% | −2,176−2.2% | Reduced |
| Icon Advisers Inc | 109,699 | $961.0K | 0.21% | +109,699 | New |
| Denali Advisors LLC | 113,458 | $993.9K | 0.11% | −21,046−15.6% | Reduced |
| Cliffwater LLC | 126,753 | $1.11M | 0.23% | 00.0% | Unchanged |
| Great West Life Assurance Co | 131,403 | $1.16M | 0.00% | +42,193+47.3% | Added |
| Marshall Wace, LLP | 132,777 | $1.16M | 0.00% | +90,248+212.2% | Added |
| Trexquant Investment LP | 136,824 | $1.20M | 0.01% | −153,020−52.8% | Reduced |
| JPMorgan Chase & Co | 137,323 | $1.20M | 0.00% | +21,174+18.2% | Added |
| HighTower Advisors, LLC | 140,812 | $1.23M | 0.00% | +240.0% | Added |
| Wealth Enhancement Advisory Services, LLC | 148,709 | $1.26M | 0.00% | −7,559−4.8% | Reduced |
| TCG Advisory Services, LLC | 146,016 | $1.28M | 0.05% | +146,016 | New |
| Caliber Wealth Management, LLC | 153,739 | $1.35M | 0.15% | −56,853−27.0% | Reduced |
| Raymond James Financial Inc | 154,535 | $1.35M | 0.00% | −182,712−54.2% | Reduced |
| Hennion & Walsh Asset Management, Inc. | 187,493 | $1.64M | 0.06% | −54,834−22.6% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 232,938 | $2.04M | 0.01% | +15,117+6.9% | Added |
| Skandinaviska Enskilda Banken AB (publ) | 239,440 | $2.10M | 0.01% | 00.0% | Unchanged |
| Neuberger Berman Group LLC | 259,413 | $2.27M | 0.00% | +19,096+7.9% | Added |
| Callodine Capital Management, LP | 304,024 | $2.66M | 0.23% | +20,000+7.0% | Added |
| LPL Financial LLC | 304,754 | $2.67M | 0.00% | +24,043+8.6% | Added |
| Confluence Investment Management LLC | 364,620 | $3.19M | 0.05% | −58,272−13.8% | Reduced |
| Advisor Group Holdings, Inc. | 329,714 | $3.21M | 0.00% | −6,593−2.0% | Reduced |
| Green Square Capital Advisors LLC | 359,280 | $3.28M | 0.39% | 00.0% | Unchanged |
| Advisors Asset Management, Inc. | 439,202 | $3.85M | 0.07% | +25,943+6.3% | Added |
| BI Asset Management Fondsmaeglerselskab A/S | 467,285 | $4.09M | 0.04% | +27,939+6.4% | Added |
| Sumitomo Mitsui Trust Holdings, Inc. | 486,098 | $4.26M | 0.00% | +194,725+66.8% | Added |
| Muzinich & Co., Inc. | 486,098 | $4.26M | 1.65% | +194,725+66.8% | Added |
| Rivernorth Capital Management, LLC | 602,474 | $5.28M | 0.30% | +191,220+46.5% | Added |
| Bank of America Corp | 613,247 | $5.37M | 0.00% | +136,922+28.7% | Added |
| Two Sigma Investments, LP | 621,196 | $5.44M | 0.01% | +58,634+10.4% | Added |
| Legal & General Group Plc | 632,956 | $5.55M | 0.00% | −83,655−11.7% | Reduced |
| Dimension Capital Management LLC | 641,337 | $5.62M | 0.82% | +56,406+9.6% | Added |
| Morgan Stanley | 773,218 | $6.77M | 0.00% | −88,145−10.2% | Reduced |
| BlackRock, Inc. | 864,196 | $7.57M | 0.00% | +229,148+36.1% | Added |
| Two Sigma Advisers, LP | 867,600 | $7.60M | 0.02% | −221,600−20.3% | Reduced |
| Wells Fargo & Company | 879,832 | $7.71M | 0.00% | +41,467+4.9% | Added |