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, Q4 2025
Institutional positions in Barings BDC, Inc. as of Dec 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
- 217
- +9 vs. Q3 2025
- Shares held
- 47.8M
- +2.06M (+4.5%) vs. Q3 2025
- Total value
- $439.0M
- +$37.6M (+9.4%) vs. Q3 2025
- New holders
- 41
- 59 more added
- Sold out
- 32
- 66 more reduced
1 institution that held it in Q3 2025 haven't filed for Q4 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2025
Shares, value and share of portfolio for each institution holding Barings BDC, Inc.; share changes are against Q3 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Creative Planning | 27,125 | $249.0K | 0.00% | −2,250−7.7% | Reduced |
| Ameriprise Financial Inc | 26,479 | $243.1K | 0.00% | −1,640−5.8% | Reduced |
| Seven Mile Advisory | 26,227 | $240.8K | 0.04% | 00.0% | Unchanged |
| Dynamic Technology Lab Private Ltd | 26,176 | $240.0K | 0.05% | +26,176 | New |
| Wedbush Securities Inc | 25,141 | $231.0K | 0.01% | +25+0.1% | Added |
| Kingstone Capital Partners Texas, LLC | 25,120 | $231.0K | 0.13% | +6,289+33.4% | Added |
| Gotham Asset Management, LLC | 25,000 | $229.5K | 0.00% | 00.0% | Unchanged |
| Triumph Capital Management | 24,366 | $223.7K | 0.05% | 00.0% | Unchanged |
| Stephens Inc | 24,010 | $220.4K | 0.00% | +163+0.7% | Added |
| Private Advisor Group, LLC | 23,257 | $213.5K | 0.00% | +23,257 | New |
| Raleigh Capital Management Inc. | 22,448 | $206.1K | 0.07% | −10,443−31.8% | Reduced |
| Change Path, LLC | 22,025 | $202.2K | 0.00% | −6,110−21.7% | Reduced |
| BFSG, LLC | 22,000 | $202.0K | 0.02% | +2,700+14.0% | Added |
| TrueMark Investments, LLC | 21,967 | $201.7K | 0.04% | +1,501+7.3% | Added |
| Envestnet Asset Management Inc | 20,759 | $190.6K | 0.00% | 00.0% | Unchanged |
| Sofos Investments, Inc. | 19,761 | $181.4K | 0.03% | +1,369+7.4% | Added |
| International Assets Investment Management, LLC | 19,711 | $180.9K | 0.01% | +19,711 | New |
| Patriot Financial Group Insurance Agency, LLC | 19,370 | $177.8K | 0.02% | −2,817−12.7% | Reduced |
| Founders Financial Securities LLC | 19,243 | $176.7K | 0.01% | +2,517+15.0% | Added |
| Cary Street Partners Financial LLC | 18,889 | $173.4K | 0.00% | 00.0% | Unchanged |
| Aquatic Capital Management LLC | 18,884 | $173.4K | 0.00% | +11,562+157.9% | Added |
| Sowell Financial Services LLC | 18,758 | $172.2K | 0.01% | +7,236+62.8% | Added |
| ProShare Advisors LLC | 18,669 | $171.4K | 0.00% | −1,100−5.6% | Reduced |
| Armor Investment Advisors, LLC | 18,300 | $168.0K | 0.06% | −1,500−7.6% | Reduced |
| Virtu Financial LLC | 18,166 | $167.0K | 0.01% | +751+4.3% | Added |
| Farmers & Merchants Trust Co of Long Beach | 18,087 | $166.0K | 0.04% | 00.0% | Unchanged |
| Barclays PLC | 18,000 | $165.2K | 0.00% | +18,000 | New |
| Geneos Wealth Management Inc. | 17,753 | $163.0K | 0.00% | −735−4.0% | Reduced |
| Beaumont Financial Advisors, LLC | 17,628 | $161.8K | 0.01% | +495+2.9% | Added |
| Allworth Financial LP | 17,031 | $156.3K | 0.00% | +475+2.9% | Added |
| Advyzon Investment Management, LLC | 16,829 | $154.5K | 0.02% | +2,574+18.1% | Added |
| ExodusPoint Capital Management, LP | 16,756 | $153.8K | 0.00% | +16,756 | New |
| Redwood Financial Network Corp | 15,961 | $146.5K | 0.09% | 00.0% | Unchanged |
| Cozad Asset Management Inc | 15,874 | $145.7K | 0.01% | 00.0% | Unchanged |
| CWM, LLC | 15,623 | $143.0K | 0.00% | +3,933+33.6% | Added |
| Kovack Advisors, Inc. | 15,519 | $142.5K | 0.01% | 00.0% | Unchanged |
| De Lisle Partners LLP | 15,305 | $140.5K | 0.02% | 00.0% | Unchanged |
| SeaCrest Wealth Management, LLC | 15,438 | $137.7K | 0.01% | 00.0% | Unchanged |
| Sequoia Financial Advisors, LLC | 14,854 | $136.4K | 0.00% | −1,817−10.9% | Reduced |
| Northeast Financial Group, Inc. | 14,686 | $134.8K | 0.03% | 00.0% | Unchanged |
| Nicholas Hoffman & Company, LLC. | 14,354 | $131.8K | 0.00% | 00.0% | Unchanged |
| Central Pacific Bank - Trust Division | 14,200 | $130.4K | 0.02% | 00.0% | Unchanged |
| Nomura Holdings Inc | 13,937 | $127.9K | 0.00% | +13,937 | New |
| Integrity Alliance, LLC. | 13,754 | $126.3K | 0.00% | 00.0% | Unchanged |
| Mariner, LLC | 13,733 | $126.1K | 0.00% | −4,251−23.6% | Reduced |
| Castleview Partners, LLC | 13,566 | $124.5K | 0.06% | +1,441+11.9% | Added |
| Brown Advisory Inc | 13,200 | $121.2K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 12,964 | $119.0K | 0.00% | 00.0% | Unchanged |
| Jackson Hole Capital Partners, LLC | 12,880 | $118.2K | 0.02% | 00.0% | Unchanged |
| Chicago Partners Investment Group LLC | 12,888 | $117.9K | 0.00% | −7,551−36.9% | Reduced |
| Focus Financial Network, Inc. | 12,828 | $117.8K | 0.00% | 00.0% | Unchanged |
| Cerity Partners LLC | 12,417 | $114.0K | 0.00% | +12,417 | New |
| Register Financial Advisors LLC | 12,330 | $113.2K | 0.04% | +47+0.4% | Added |
| Foundations Investment Advisors, LLC | 11,695 | $107.4K | 0.00% | −625−5.1% | Reduced |
| Advisory Alpha, LLC | 11,585 | $106.4K | 0.00% | +268+2.4% | Added |
| Sound Income Strategies, LLC | 11,298 | $104.2K | 0.00% | −2,687−19.2% | Reduced |
| Creative Financial Designs Inc | 11,216 | $103.0K | 0.01% | −2,023−15.3% | Reduced |
| Empirical Asset Management, LLC | 11,093 | $101.8K | 0.03% | +312+2.9% | Added |
| Merit Financial Group, LLC | 11,091 | $101.8K | 0.00% | 00.0% | Unchanged |
| Soltis Investment Advisors LLC | 10,712 | $98.3K | 0.01% | −3,326−23.7% | Reduced |
| Bridgewealth Advisory Group, LLC | 10,700 | $98.2K | 0.02% | +10,700 | New |
| Running Point Capital Advisors, LLC | 10,570 | $97.0K | 0.03% | +296+2.9% | Added |
| AE Wealth Management LLC | 10,555 | $96.9K | 0.00% | +10,555 | New |
| Wealth Management Partners, LLC | 10,500 | $96.4K | 0.03% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 10,475 | $96.2K | 0.00% | +57+0.5% | Added |
| Sanctuary Advisors, LLC | 10,469 | $96.1K | 0.00% | −246−2.3% | Reduced |
| Bouchey Financial Group Ltd | 10,276 | $94.3K | 0.01% | 00.0% | Unchanged |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 10,193 | $93.6K | 0.01% | +110+1.1% | Added |
| Capital Advisory Group Advisory Services, LLC | 10,100 | $92.7K | 0.03% | −4,700−31.8% | Reduced |
| BOS Asset Management, LLC | 10,045 | $92.2K | 0.02% | 00.0% | Unchanged |
| Signaturefd, LLC | 9,666 | $88.7K | 0.00% | +2,563+36.1% | Added |
| Camelot Portfolios, LLC | 8,631 | $79.2K | 0.05% | +8,631 | New |
| Newbridge Financial Services Group, Inc. | 8,282 | $76.0K | 0.01% | −2,187−20.9% | Reduced |
| Ameriflex Group, Inc. | 8,211 | $75.4K | 0.04% | +29+0.4% | Added |
| Golden State Wealth Management, LLC | 7,843 | $72.0K | 0.01% | +59+0.8% | Added |
| Cape Investment Advisory, Inc. | 6,176 | $56.7K | 0.02% | +6,176 | New |
| Tower Research Capital LLC (TRC) | 5,807 | $53.3K | 0.00% | +5,807 | New |
| Larson Financial Group LLC | 5,243 | $48.1K | 0.00% | −85−1.6% | Reduced |
| Flagship Harbor Advisors, LLC | 5,064 | $46.5K | 0.00% | +5,064 | New |
| Quadrant Capital Group LLC | 4,925 | $45.2K | 0.00% | −619−11.2% | Reduced |
| State of Alaska, Department of Revenue | 4,360 | $40.0K | 0.00% | 00.0% | Unchanged |
| MPWM Advisory Solutions, LLC | 4,240 | $38.9K | 0.02% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 3,992 | $36.6K | 0.00% | +1,582+65.6% | Added |
| BNP Paribas Arbitrage, SA | 3,699 | $34.0K | 0.00% | −1,309−26.1% | Reduced |
| Spire Wealth Management | 3,648 | $33.5K | 0.00% | −5,329−59.4% | Reduced |
| Northwestern Mutual Wealth Management Co | 3,101 | $28.5K | 0.00% | +88+2.9% | Added |
| GHP Investment Advisors, Inc. | 2,415 | $22.2K | 0.00% | +67+2.9% | Added |
| Sterling Capital Management LLC | 2,394 | $22.0K | 0.00% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 2,000 | $18.4K | 0.00% | +2,000 | New |
| Caldwell Sutter Capital, Inc. | 1,958 | $18.0K | 0.01% | 00.0% | Unchanged |
| Founders Capital Management | 1,779 | $16.3K | 0.01% | +800+81.7% | Added |
| Nomura Asset Management Co Ltd | 1,714 | $15.7K | 0.00% | −546−24.2% | Reduced |
| MAI Capital Management | 1,594 | $14.6K | 0.00% | 00.0% | Unchanged |
| SageView Advisory Group, LLC | 1,479 | $13.6K | 0.00% | +1,479 | New |
| Basepoint Wealth LLC | 1,440 | $13.2K | 0.01% | +1,440 | New |
| Westside Investment Management, Inc. | 1,360 | $12.6K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 1,163 | $10.7K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 1,060 | $9.73K | 0.00% | −396−27.2% | Reduced |
| Quest 10 Wealth Builders, Inc. | 1,029 | $9.45K | 0.01% | 00.0% | Unchanged |
| Harbor Asset Planning, Inc. | 1,000 | $9.18K | 0.01% | 00.0% | Unchanged |