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 2026
Institutional positions in Barings BDC, Inc. as of Jun 30, 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
- 201
- −4 vs. Q1 2026
- Shares held
- 50.3M
- +2.91M (+6.1%) vs. Q1 2026
- Total value
- $428.6M
- +$38.3M (+9.8%) vs. Q1 2026
- New holders
- 26
- 73 more added
- Sold out
- 30
- 59 more reduced
5 institutions that held it in Q1 2026 haven't filed for Q2 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2026: 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 2026
Shares, value and share of portfolio for each institution holding Barings BDC, Inc.; share changes are against Q1 2026.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Koshinski Asset Management, Inc. | 22,205 | $189.2K | 0.01% | −6,900−23.7% | Reduced |
| Ausdal Financial Partners, Inc. | 22,507 | $191.8K | 0.01% | −7,396−24.7% | Reduced |
| Advyzon Investment Management, LLC | 22,543 | $192.1K | 0.01% | −523−2.3% | Reduced |
| Virtu Financial LLC | 22,646 | $193.0K | 0.01% | +22,646 | New |
| Raleigh Capital Management Inc. | 22,665 | $193.1K | 0.06% | +109+0.5% | Added |
| Stephens Inc | 23,576 | $200.9K | 0.00% | +183+0.8% | Added |
| Caxton Associates LLP | 23,921 | $203.8K | 0.00% | −6,501−21.4% | Reduced |
| Captrust Financial Advisors | 24,026 | $204.7K | 0.00% | +2,577+12.0% | Added |
| Advisor OS, LLC | 24,055 | $204.9K | 0.01% | −3,126−11.5% | Reduced |
| Triumph Capital Management | 24,366 | $207.6K | 0.04% | 00.0% | Unchanged |
| Arkadios Wealth Advisors | 24,521 | $208.9K | 0.00% | −10,015−29.0% | Reduced |
| Price T Rowe Associates Inc | 25,378 | $217.0K | 0.00% | +4,448+21.3% | Added |
| DRW Securities, LLC | 27,218 | $231.9K | 0.01% | +4,640+20.6% | Added |
| Eagle Global Advisors LLC | 27,295 | $232.6K | 0.01% | −2,450−8.2% | Reduced |
| BFSG, LLC | 27,335 | $232.9K | 0.02% | +4,150+17.9% | Added |
| Warren Averett Asset Management, LLC | 27,800 | $236.9K | 0.00% | −4,125−12.9% | Reduced |
| Sigma Planning Corp | 27,848 | $237.3K | 0.01% | −1,218−4.2% | Reduced |
| Wedbush Securities Inc | 27,886 | $238.0K | 0.01% | +500+1.8% | Added |
| Sunbeam Capital Management, LLC | 28,257 | $240.8K | 0.11% | 00.0% | Unchanged |
| Creative Planning | 29,194 | $248.7K | 0.00% | −113−0.4% | Reduced |
| Royal Bank of Canada | 30,370 | $258.0K | 0.00% | +489+1.6% | Added |
| Mackenzie Financial Corp | 31,006 | $264.2K | 0.00% | +14,215+84.7% | Added |
| Western Wealth Management, LLC | 31,929 | $272.0K | 0.01% | −322−1.0% | Reduced |
| Prosperity Consulting Group, LLC | 32,331 | $275.5K | 0.01% | +40.0% | Added |
| RMB Capital Management, LLC | 32,827 | $279.7K | 0.00% | 00.0% | Unchanged |
| Closed-End Fund Advisors, Inc. | 35,284 | $300.6K | 0.29% | −4,563−11.5% | Reduced |
| Susquehanna International Group, LLP | 36,898 | $314.4K | 0.00% | +24,802+205.0% | Added |
| D. E. Shaw & Co., Inc. | 37,677 | $321.0K | 0.00% | −268,200−87.7% | Reduced |
| Gotham Asset Management, LLC | 40,000 | $340.8K | 0.00% | +15,000+60.0% | Added |
| BI Asset Management Fondsmaeglerselskab A/S | 42,893 | $365.0K | 0.00% | −203,866−82.6% | Reduced |
| MQS Management LLC | 43,211 | $368.2K | 0.45% | −4,024−8.5% | Reduced |
| Virtus Investment Advisers, Inc. | 46,262 | $394.2K | 0.09% | −9,729−17.4% | Reduced |
| LSV Asset Management | 46,700 | $398.0K | 0.00% | 00.0% | Unchanged |
| Armis Advisers, LLC | 46,939 | $400.4K | 0.04% | 00.0% | Unchanged |
| Lido Advisors, LLC | 48,451 | $412.8K | 0.00% | −4,350−8.2% | Reduced |
| XTX Topco Ltd | 49,217 | $419.3K | 0.01% | +16,862+52.1% | Added |
| PFG Investments, LLC | 50,135 | $427.1K | 0.02% | +2,411+5.1% | Added |
| Commonwealth Equity Services, LLC | 57,619 | $490.9K | 0.00% | +6,775+13.3% | Added |
| Stifel Financial Corp | 60,501 | $515.5K | 0.00% | +328+0.5% | Added |
| Campbell & CO Investment Adviser LLC | 61,107 | $520.6K | 0.03% | +15,561+34.2% | Added |
| MML Investors Services, LLC | 61,301 | $522.3K | 0.00% | +19,221+45.7% | Added |
| Toroso Investments, LLC | 61,589 | $524.7K | 0.00% | +3,079+5.3% | Added |
| Kestra Advisory Services, LLC | 62,949 | $536.3K | 0.00% | +2,212+3.6% | Added |
| Caliber Wealth Management, LLC | 70,685 | $602.2K | 0.06% | −9,965−12.4% | Reduced |
| Prime Capital Investment Advisors, LLC | 71,366 | $608.0K | 0.01% | −4,000−5.3% | Reduced |
| FreeGulliver LLC | 74,409 | $634.0K | 0.22% | +74,409 | New |
| Cetera Investment Advisers | 74,953 | $638.6K | 0.00% | −801−1.1% | Reduced |
| Apollon Wealth Management, LLC | 77,351 | $659.0K | 0.01% | +10,952+16.5% | Added |
| Ethos Financial Group, LLC | 81,620 | $695.4K | 0.05% | −2,415−2.9% | Reduced |
| Denali Advisors LLC | 83,182 | $708.7K | 0.07% | −7,865−8.6% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 93,664 | $802.7K | 0.00% | +4,143+4.6% | Added |
| Diameter Capital Partners LP | 96,589 | $822.9K | 0.09% | −1,375,211−93.4% | Reduced |
| Blair William & Co | 98,833 | $842.1K | 0.00% | +84,000+566.3% | Added |
| Wiley Bros.-Aintree Capital, LLC | 99,610 | $848.7K | 0.00% | −1,800−1.8% | Reduced |
| Citadel Advisors LLC | 103,326 | $880.3K | 0.00% | +103,326 | New |
| Saxon Interests, Inc. | 105,056 | $895.1K | 0.25% | +13,547+14.8% | Added |
| SageGuard Financial Group, LLC | 105,864 | $902.0K | 0.13% | −2,253−2.1% | Reduced |
| Balyasny Asset Management LLC | 109,880 | $936.2K | 0.00% | +31,128+39.5% | Added |
| Invesco Ltd. | 110,976 | $945.5K | 0.00% | +247+0.2% | Added |
| Marshall Wace, LLP | 122,815 | $1.05M | 0.00% | +122,815 | New |
| Cliffwater LLC | 126,753 | $1.08M | 0.27% | 00.0% | Unchanged |
| TCG Advisory Services, LLC | 137,608 | $1.17M | 0.02% | −24,038−14.9% | Reduced |
| Great West Life Assurance Co | 138,892 | $1.18M | 0.00% | +24,222+21.1% | Added |
| HighTower Advisors, LLC | 146,841 | $1.25M | 0.00% | +1,185+0.8% | Added |
| Privium Fund Management (UK) Ltd | 150,500 | $1.27M | 0.53% | +150,500 | New |
| Green Square Capital Advisors LLC | 152,667 | $1.30M | 0.12% | −5,595−3.5% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 192,269 | $1.64M | 0.00% | −3,067−1.6% | Reduced |
| Rivernorth Capital Management, LLC | 205,194 | $1.75M | 0.08% | +205,194 | New |
| Neuberger Berman Group LLC | 207,324 | $1.77M | 0.00% | −19,626−8.6% | Reduced |
| Sbe LLC Dba Cedar Cove Wealth Partners | 218,811 | $1.86M | 0.88% | +16,757+8.3% | Added |
| Financial Gravity Companies, Inc. | 224,104 | $1.91M | 0.31% | +224,104 | New |
| Hennion & Walsh Asset Management, Inc. | 251,430 | $2.14M | 0.06% | +44,895+21.7% | Added |
| Callodine Capital Management, LP | 290,000 | $2.47M | 0.16% | +30,000+11.5% | Added |
| Advisor Group Holdings, Inc. | 293,360 | $2.50M | 0.00% | +13,522+4.8% | Added |
| LPL Financial LLC | 293,725 | $2.50M | 0.00% | −6,069−2.0% | Reduced |
| Confluence Investment Management LLC | 306,261 | $2.61M | 0.04% | −1,611−0.5% | Reduced |
| GraniteShares Advisors LLC | 308,352 | $2.63M | 1.69% | +40,350+15.1% | Added |
| Bulldog Investors, LLP | 336,401 | $2.87M | 0.63% | +1,497+0.4% | Added |
| Advisors Asset Management, Inc. | 417,051 | $3.55M | 0.05% | +9,528+2.3% | Added |
| GCM Grosvenor Holdings, LLC | 475,000 | $4.05M | 0.17% | +475,000 | New |
| Thrivent Financial for Lutherans | 475,834 | $4.05M | 0.01% | +326,935+219.6% | Added |
| BlackRock, Inc. | 509,220 | $4.34M | 0.00% | +15,506+3.1% | Added |
| Sumitomo Mitsui Trust Holdings, Inc. | 577,412 | $4.92M | 0.00% | 00.0% | Unchanged |
| Raymond James Financial Inc | 682,818 | $5.82M | 0.00% | +66,062+10.7% | Added |
| Bank of America Corp | 690,777 | $5.89M | 0.00% | +243,150+54.3% | Added |
| Muzinich & Co., Inc. | 714,955 | $6.09M | 2.08% | +14,496+2.1% | Added |
| Wells Fargo & Company | 760,559 | $6.48M | 0.00% | −164,863−17.8% | Reduced |
| Legal & General Group Plc | 879,822 | $7.48M | 0.00% | +28,845+3.4% | Added |
| Colony Group, LLC | 907,615 | $7.73M | 0.01% | −47,568−5.0% | Reduced |
| Morgan Stanley | 960,577 | $8.18M | 0.00% | −37,239−3.7% | Reduced |
| Dimension Capital Management LLC | 1,020,581 | $8.70M | 1.02% | +35,419+3.6% | Added |
| Two Sigma Investments, LP | 1,129,980 | $9.63M | 0.01% | +150,647+15.4% | Added |
| Russell Investments Group, Ltd. | 1,234,512 | $10.5M | 0.01% | +386,738+45.6% | Added |
| Franklin Resources Inc | 1,365,788 | $11.6M | 0.00% | +395,024+40.7% | Added |
| UBS Group AG | 2,105,638 | $17.9M | 0.00% | +522,846+33.0% | Added |
| Van Eck Associates Corp | 2,309,564 | $19.7M | 0.01% | +484,649+26.6% | Added |
| Cresset Asset Management, LLC | 2,545,273 | $21.7M | 0.08% | +220,943+9.5% | Added |
| Ares Management LLC | 4,164,327 | $35.5M | 1.55% | +534,151+14.7% | Added |
| Private Management Group Inc | 4,779,724 | $40.7M | 1.07% | +479,536+11.2% | Added |
| Barings LLC | 13,639,681 | $116.2M | 2.06% | 00.0% | Unchanged |