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 |
|---|---|---|---|---|---|
| Cerity Partners LLC | 21,919 | $186.7K | 0.00% | −2,864−11.6% | Reduced |
| Essex Financial Services, Inc. | 21,386 | $182.2K | 0.01% | −8,362−28.1% | Reduced |
| VARCOV Co. | 20,215 | $172.2K | 0.07% | +20,215 | New |
| Patriot Financial Group Insurance Agency, LLC | 19,714 | $168.0K | 0.02% | −19,000−49.1% | Reduced |
| Northern Trust Corp | 19,149 | $163.1K | 0.00% | 00.0% | Unchanged |
| Beaumont Financial Advisors, LLC | 18,746 | $159.7K | 0.01% | +561+3.1% | Added |
| Armor Investment Advisors, LLC | 18,300 | $155.9K | 0.05% | 00.0% | Unchanged |
| Change Path, LLC | 17,961 | $153.0K | 0.00% | −316−1.7% | Reduced |
| ProShare Advisors LLC | 17,499 | $149.1K | 0.00% | −951−5.2% | Reduced |
| Geneos Wealth Management Inc. | 17,353 | $147.8K | 0.00% | −400−2.3% | Reduced |
| Brevan Howard Capital Management LP | 17,196 | $146.5K | 0.00% | −30,235−63.7% | Reduced |
| Central Pacific Bank - Trust Division | 16,699 | $142.3K | 0.01% | −10.0% | Reduced |
| Ameriprise Financial Inc | 16,344 | $139.2K | 0.00% | −11,139−40.5% | Reduced |
| Cozad Asset Management Inc | 15,874 | $135.2K | 0.01% | 00.0% | Unchanged |
| Blue Line Capital, LLC | 15,681 | $133.6K | 0.12% | +468+3.1% | Added |
| Cary Street Partners Financial LLC | 15,589 | $132.8K | 0.00% | −3,300−17.5% | Reduced |
| Vann Equity Management LLC | 15,549 | $132.5K | 0.08% | +464+3.1% | Added |
| SeaCrest Wealth Management, LLC | 15,438 | $131.5K | 0.01% | 00.0% | Unchanged |
| Soltis Investment Advisors LLC | 15,360 | $130.9K | 0.01% | +459+3.1% | Added |
| De Lisle Partners LLP | 15,305 | $130.4K | 0.01% | 00.0% | Unchanged |
| Tiaa Trust, National Association | 14,727 | $125.5K | 0.01% | +14,727 | New |
| Founders Financial Securities LLC | 14,726 | $125.5K | 0.01% | 00.0% | Unchanged |
| Nicholas Hoffman & Company, LLC. | 14,354 | $122.3K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 14,153 | $120.6K | 0.00% | +3,614+34.3% | Added |
| Integrity Alliance, LLC. | 13,754 | $117.2K | 0.00% | 00.0% | Unchanged |
| Castleview Partners, LLC | 13,466 | $114.7K | 0.05% | +1,241+10.2% | Added |
| Global Retirement Partners, LLC | 13,402 | $114.2K | 0.00% | +13,402 | New |
| Brown Advisory Inc | 13,200 | $112.5K | 0.00% | 00.0% | Unchanged |
| Mercer Global Advisors Inc | 13,024 | $111.0K | 0.00% | +2,238+20.7% | Added |
| Chicago Partners Investment Group LLC | 13,498 | $110.5K | 0.00% | +306+2.3% | Added |
| RFG Advisory, LLC | 12,738 | $108.5K | 0.00% | +12,738 | New |
| International Assets Investment Management, LLC | 12,545 | $107.4K | 0.01% | +12,545 | New |
| Farmers & Merchants Trust Co of Long Beach | 12,500 | $106.5K | 0.02% | −4,500−26.5% | Reduced |
| Nomura Holdings Inc | 12,440 | $106.0K | 0.00% | −60−0.5% | Reduced |
| Register Financial Advisors LLC | 12,438 | $106.0K | 0.03% | +54+0.4% | Added |
| Foundations Investment Advisors, LLC | 12,384 | $105.5K | 0.00% | −821−6.2% | Reduced |
| Impact Partnership Wealth, LLC | 12,248 | $104.4K | 0.01% | +11+0.1% | Added |
| Kovack Advisors, Inc. | 12,008 | $103.6K | 0.00% | −500−4.0% | Reduced |
| JPMorgan Chase & Co | 12,230 | $103.0K | 0.00% | +2,232+22.3% | Added |
| Global Assets Advisory, LLC | 11,833 | $101.9K | 0.02% | +2,219+23.1% | Added |
| Empirical Asset Management, LLC | 11,797 | $100.5K | 0.02% | +354+3.1% | Added |
| Jain Global LLC | 11,500 | $98.0K | 0.00% | +11,500 | New |
| Merit Financial Group, LLC | 11,448 | $97.5K | 0.00% | 00.0% | Unchanged |
| BIP Wealth, LLC | 11,256 | $95.9K | 0.00% | +11,256 | New |
| Redwood Financial Network Corp | 11,050 | $94.1K | 0.05% | −2,496−18.4% | Reduced |
| Mariner, LLC | 10,756 | $91.6K | 0.00% | −518−4.6% | Reduced |
| Sound Income Strategies, LLC | 10,674 | $90.9K | 0.00% | −892−7.7% | Reduced |
| Creative Financial Designs Inc | 10,571 | $90.1K | 0.00% | +671+6.8% | Added |
| Sanctuary Advisors, LLC | 10,469 | $89.2K | 0.00% | 00.0% | Unchanged |
| Bouchey Financial Group Ltd | 10,276 | $87.6K | 0.01% | 00.0% | Unchanged |
| BOS Asset Management, LLC | 10,045 | $85.6K | 0.02% | 00.0% | Unchanged |
| Golden State Wealth Management, LLC | 7,977 | $68.0K | 0.01% | +67+0.8% | Added |
| Farther Finance Advisors, LLC | 7,319 | $62.4K | 0.00% | +218+3.1% | Added |
| Security National Bank | 6,481 | $55.2K | 0.01% | +6,481 | New |
| MPWM Advisory Solutions, LLC | 6,301 | $53.7K | 0.02% | +2,061+48.6% | Added |
| MeadowBrook Investment Advisors LLC | 6,165 | $52.5K | 0.04% | +6,165 | New |
| BNP Paribas Arbitrage, SA | 5,974 | $50.9K | 0.00% | +2,275+61.5% | Added |
| Larson Financial Group LLC | 5,278 | $45.0K | 0.00% | +17+0.3% | Added |
| Mather Group, LLC. | 4,976 | $42.4K | 0.00% | 00.0% | Unchanged |
| Ameriflex Group, Inc. | 4,771 | $40.6K | 0.02% | −3,440−41.9% | Reduced |
| State of Alaska, Department of Revenue | 4,360 | $37.0K | 0.00% | 00.0% | Unchanged |
| Quantbot Technologies LP | 4,123 | $35.1K | 0.00% | +4,123 | New |
| Custom Index Systems, LLC | 4,060 | $34.6K | 0.01% | +4,060 | New |
| Cape Investment Advisory, Inc. | 3,926 | $33.4K | 0.01% | +3,926 | New |
| Signaturefd, LLC | 3,334 | $28.4K | 0.00% | −1,753−34.5% | Reduced |
| Northwestern Mutual Wealth Management Co | 3,298 | $28.1K | 0.00% | +98+3.1% | Added |
| SRS Capital Advisors, Inc. | 2,627 | $22.4K | 0.00% | +2,627 | New |
| GHP Investment Advisors, Inc. | 2,566 | $21.9K | 0.00% | +75+3.0% | Added |
| Harbour Investments, Inc. | 2,418 | $20.6K | 0.00% | 00.0% | Unchanged |
| Sterling Capital Management LLC | 2,394 | $20.4K | 0.00% | 00.0% | Unchanged |
| Caldwell Sutter Capital, Inc. | 2,108 | $18.0K | 0.01% | +150+7.7% | Added |
| 10Elms LLP | 1,817 | $15.5K | 0.01% | +1,817 | New |
| Newbridge Financial Services Group, Inc. | 1,801 | $15.3K | 0.00% | −1,867−50.9% | Reduced |
| Tower Research Capital LLC (TRC) | 1,564 | $13.3K | 0.00% | −3,998−71.9% | Reduced |
| Rockefeller Capital Management L.P. | 1,366 | $11.6K | 0.00% | −1,350−49.7% | Reduced |
| Westside Investment Management, Inc. | 1,360 | $11.6K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 1,163 | $9.91K | 0.00% | 00.0% | Unchanged |
| MCF Advisors LLC | 1,102 | $9.39K | 0.00% | +1,102 | New |
| Quest 10 Wealth Builders, Inc. | 1,029 | $8.77K | 0.01% | 00.0% | Unchanged |
| Allworth Financial LP | 999 | $8.51K | 0.00% | −262−20.8% | Reduced |
| Kingdom Financial Group LLC. | 960 | $8.18K | 0.00% | 00.0% | Unchanged |
| JPL Wealth Management, LLC | 953 | $8.12K | 0.00% | 00.0% | Unchanged |
| Citizens National Bank Trust Department | 879 | $7.49K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 843 | $7.18K | 0.00% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 735 | $6.26K | 0.00% | 00.0% | Unchanged |
| Crewe Advisors LLC | 630 | $5.37K | 0.00% | 00.0% | Unchanged |
| SWAN Capital LLC | 603 | $5.14K | 0.00% | 00.0% | Unchanged |
| Atlantic Union Bankshares Corp | 600 | $5.11K | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 500 | $4.26K | 0.00% | +500 | New |
| Jones Financial Companies LLLP | 460 | $3.80K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 241 | $2.05K | 0.00% | +240+24,000.0% | Added |
| Fifth Third Bancorp | 238 | $2.03K | 0.00% | 00.0% | Unchanged |
| Quarry LP | 200 | $1.70K | 0.00% | +200 | New |
| US Bancorp | 102 | $869 | 0.00% | 00.0% | Unchanged |
| Costello Asset Management, INC | 100 | $852 | 0.00% | 00.0% | Unchanged |
| Hurley Capital, LLC | 97 | $826 | 0.00% | 00.0% | Unchanged |
| FMR LLC | 86 | $733 | 0.00% | 00.0% | Unchanged |
| SBI Securities Co., Ltd. | 77 | $656 | 0.00% | −1−1.3% | Reduced |
| Caitong International Asset Management Co., Ltd | 60 | $511 | 0.00% | −15−20.0% | Reduced |
| Danske Bank A/S | 2 | $17 | 0.00% | 00.0% | Unchanged |