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, Q1 2026
Institutional positions in Barings BDC, Inc. as of Mar 31, 2026. 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
- 210
- −4 vs. Q4 2025
- Shares held
- 47.7M
- −94.1K (−0.2%) vs. Q4 2025
- Total value
- $392.8M
- −$46.0M (−10.5%) vs. Q4 2025
- New holders
- 31
- 68 more added
- Sold out
- 35
- 62 more reduced
3 institutions that held it in Q4 2025 haven't filed for Q1 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2026
Shares, value and share of portfolio for each institution holding Barings BDC, Inc.; share changes are against Q4 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Huntington National Bank | 1 | $8 | 0.00% | 00.0% | Unchanged |
| Danske Bank A/S | 2 | $16 | 0.00% | 00.0% | Unchanged |
| Citigroup Inc | 13 | $107 | 0.00% | +13 | New |
| Caitong International Asset Management Co., Ltd | 75 | $617 | 0.00% | +73+3,650.0% | Added |
| SBI Securities Co., Ltd. | 78 | $642 | 0.00% | +11+16.4% | Added |
| FMR LLC | 86 | $708 | 0.00% | 00.0% | Unchanged |
| Hurley Capital, LLC | 97 | $798 | 0.00% | 00.0% | Unchanged |
| Costello Asset Management, INC | 100 | $823 | 0.00% | 00.0% | Unchanged |
| US Bancorp | 102 | $839 | 0.00% | −49−32.5% | Reduced |
| Fifth Third Bancorp | 238 | $1.96K | 0.00% | +238 | New |
| Jones Financial Companies LLLP | 460 | $3.67K | 0.00% | −1,540−77.0% | Reduced |
| Atlantic Union Bankshares Corp | 600 | $4.94K | 0.00% | 00.0% | Unchanged |
| SWAN Capital LLC | 603 | $4.96K | 0.00% | 00.0% | Unchanged |
| Crewe Advisors LLC | 630 | $5.18K | 0.00% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 735 | $6.05K | 0.00% | +60+8.9% | Added |
| Parallel Advisors, LLC | 843 | $6.94K | 0.00% | −217−20.5% | Reduced |
| Citizens National Bank Trust Department | 879 | $7.23K | 0.00% | 00.0% | Unchanged |
| JPL Wealth Management, LLC | 953 | $7.84K | 0.00% | +953 | New |
| Kingdom Financial Group LLC. | 960 | $7.90K | 0.00% | 00.0% | Unchanged |
| Lloyd Advisory Services, LLC. | 960 | $7.90K | 0.00% | +960 | New |
| Harbor Asset Planning, Inc. | 1,000 | $8.23K | 0.01% | 00.0% | Unchanged |
| Quest 10 Wealth Builders, Inc. | 1,029 | $8.47K | 0.01% | 00.0% | Unchanged |
| Private Trust Co NA | 1,163 | $9.57K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 1,261 | $10.4K | 0.00% | −15,770−92.6% | Reduced |
| Westside Investment Management, Inc. | 1,360 | $11.4K | 0.00% | 00.0% | Unchanged |
| Basepoint Wealth LLC | 1,486 | $12.2K | 0.01% | +46+3.2% | Added |
| MAI Capital Management | 1,594 | $13.1K | 0.00% | 00.0% | Unchanged |
| Nomura Asset Management Co Ltd | 1,714 | $14.1K | 0.00% | 00.0% | Unchanged |
| Caldwell Sutter Capital, Inc. | 1,958 | $16.1K | 0.01% | 00.0% | Unchanged |
| Spire Wealth Management | 2,248 | $18.5K | 0.00% | −1,400−38.4% | Reduced |
| Sterling Capital Management LLC | 2,394 | $19.7K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 2,418 | $19.9K | 0.00% | +2,383+6,808.6% | Added |
| GHP Investment Advisors, Inc. | 2,491 | $20.5K | 0.00% | +76+3.1% | Added |
| Rockefeller Capital Management L.P. | 2,716 | $22.4K | 0.00% | +2,716 | New |
| Northwestern Mutual Wealth Management Co | 3,200 | $26.3K | 0.00% | +99+3.2% | Added |
| Advisory Services Network, LLC | 3,523 | $29.0K | 0.00% | +3,523 | New |
| MBM Wealth Consultants, LLC | 3,667 | $30.2K | 0.01% | +3,667 | New |
| Newbridge Financial Services Group, Inc. | 3,668 | $30.2K | 0.00% | −4,614−55.7% | Reduced |
| Aquatic Capital Management LLC | 3,687 | $30.3K | 0.00% | −15,197−80.5% | Reduced |
| BNP Paribas Arbitrage, SA | 3,699 | $30.4K | 0.00% | 00.0% | Unchanged |
| MPWM Advisory Solutions, LLC | 4,240 | $34.9K | 0.02% | 00.0% | Unchanged |
| State of Alaska, Department of Revenue | 4,360 | $35.0K | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 4,562 | $37.5K | 0.00% | −363−7.4% | Reduced |
| Mather Group, LLC. | 4,976 | $41.0K | 0.00% | +4,976 | New |
| Signaturefd, LLC | 5,087 | $41.9K | 0.00% | −4,579−47.4% | Reduced |
| Larson Financial Group LLC | 5,261 | $43.3K | 0.00% | +18+0.3% | Added |
| Tower Research Capital LLC (TRC) | 5,562 | $45.8K | 0.00% | −245−4.2% | Reduced |
| Farther Finance Advisors, LLC | 7,101 | $57.9K | 0.00% | +3,109+77.9% | Added |
| Golden State Wealth Management, LLC | 7,910 | $65.1K | 0.01% | +67+0.9% | Added |
| Ameriflex Group, Inc. | 8,211 | $67.6K | 0.03% | 00.0% | Unchanged |
| Global Assets Advisory, LLC | 9,614 | $79.1K | 0.02% | +9,614 | New |
| JPMorgan Chase & Co | 9,998 | $81.0K | 0.00% | −128,236−92.8% | Reduced |
| Creative Financial Designs Inc | 9,900 | $81.5K | 0.00% | −1,316−11.7% | Reduced |
| BOS Asset Management, LLC | 10,045 | $82.7K | 0.02% | 00.0% | Unchanged |
| Mirabella Financial Services LLP | 10,281 | $84.6K | 0.01% | +10,281 | New |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 10,398 | $85.6K | 0.00% | +10,398 | New |
| Bouchey Financial Group Ltd | 10,276 | $85.7K | 0.01% | 00.0% | Unchanged |
| Sanctuary Advisors, LLC | 10,469 | $86.2K | 0.00% | 00.0% | Unchanged |
| Wealth Management Partners, LLC | 10,500 | $86.4K | 0.02% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 10,539 | $86.7K | 0.00% | +64+0.6% | Added |
| Bridgewealth Advisory Group, LLC | 10,700 | $88.1K | 0.02% | 00.0% | Unchanged |
| Mercer Global Advisors Inc | 10,786 | $88.8K | 0.00% | −32,484−75.1% | Reduced |
| Simplicity Wealth,LLC | 11,020 | $90.7K | 0.01% | +11,020 | New |
| AE Wealth Management LLC | 11,038 | $90.8K | 0.00% | +483+4.6% | Added |
| Mariner, LLC | 11,274 | $92.8K | 0.00% | −2,459−17.9% | Reduced |
| Empirical Asset Management, LLC | 11,443 | $94.2K | 0.02% | +350+3.2% | Added |
| Merit Financial Group, LLC | 11,448 | $94.2K | 0.00% | +357+3.2% | Added |
| Sound Income Strategies, LLC | 11,566 | $94.4K | 0.00% | +268+2.4% | Added |
| Advisory Alpha, LLC | 11,887 | $97.8K | 0.00% | +302+2.6% | Added |
| Susquehanna International Group, LLP | 12,096 | $99.5K | 0.00% | +12,096 | New |
| Castleview Partners, LLC | 12,225 | $100.6K | 0.05% | −1,341−9.9% | Reduced |
| Impact Partnership Wealth, LLC | 12,237 | $100.7K | 0.01% | +12,237 | New |
| Register Financial Advisors LLC | 12,384 | $101.9K | 0.04% | +54+0.4% | Added |
| Saxony Capital Management, LLC | 12,389 | $102.0K | 0.06% | +12,389 | New |
| Kovack Advisors, Inc. | 12,508 | $102.1K | 0.01% | −3,011−19.4% | Reduced |
| Nomura Holdings Inc | 12,500 | $102.9K | 0.00% | −1,437−10.3% | Reduced |
| First Affirmative Financial Network | 12,658 | $104.2K | 0.04% | +12,658 | New |
| Brown Advisory Inc | 13,200 | $108.6K | 0.00% | 00.0% | Unchanged |
| Foundations Investment Advisors, LLC | 13,205 | $108.7K | 0.00% | +1,510+12.9% | Added |
| Great Valley Advisor Group, Inc. | 13,266 | $108.9K | 0.00% | +13,266 | New |
| Redwood Financial Network Corp | 13,546 | $111.5K | 0.07% | −2,415−15.1% | Reduced |
| Integrity Alliance, LLC. | 13,754 | $113.2K | 0.00% | 00.0% | Unchanged |
| Jackson Hole Capital Partners, LLC | 13,880 | $114.2K | 0.02% | +1,000+7.8% | Added |
| Chicago Partners Investment Group LLC | 13,192 | $117.3K | 0.00% | +304+2.4% | Added |
| Nicholas Hoffman & Company, LLC. | 14,354 | $118.1K | 0.00% | 00.0% | Unchanged |
| Blair William & Co | 14,833 | $122.1K | 0.00% | +14,833 | New |
| Soltis Investment Advisors LLC | 14,901 | $122.6K | 0.01% | +4,189+39.1% | Added |
| Founders Financial Securities LLC | 14,726 | $122.8K | 0.01% | −4,517−23.5% | Reduced |
| Vann Equity Management LLC | 15,085 | $124.1K | 0.09% | +15,085 | New |
| Blue Line Capital, LLC | 15,213 | $125.2K | 0.14% | +15,213 | New |
| CWM, LLC | 15,300 | $125.9K | 0.00% | −323−2.1% | Reduced |
| De Lisle Partners LLP | 15,305 | $126.0K | 0.02% | 00.0% | Unchanged |
| SeaCrest Wealth Management, LLC | 15,438 | $127.1K | 0.01% | 00.0% | Unchanged |
| Cozad Asset Management Inc | 15,874 | $130.6K | 0.01% | 00.0% | Unchanged |
| Central Pacific Bank - Trust Division | 16,700 | $137.4K | 0.02% | +2,500+17.6% | Added |
| Mackenzie Financial Corp | 16,791 | $138.2K | 0.00% | +16,791 | New |
| Farmers & Merchants Trust Co of Long Beach | 17,000 | $139.9K | 0.03% | −1,087−6.0% | Reduced |
| Sowell Financial Services LLC | 17,084 | $140.6K | 0.01% | −1,674−8.9% | Reduced |
| Geneos Wealth Management Inc. | 17,753 | $146.1K | 0.00% | 00.0% | Unchanged |
| Beaumont Financial Advisors, LLC | 18,185 | $149.7K | 0.01% | +557+3.2% | Added |