Barings BDCBBDC
13F holders, Q2 2026 (June 30)At the end of Q2 2026, 202 institutions reported holding Barings BDC Inc. (BBDC) in their 13F filings, down 9 from Q1 2026. 24 opened new positions and 30 sold out. The largest holders were Barings LLC ($116.2M), Private Management Group Inc. ($40.7M) and Ares Management LLC ($35.5M). 3 famous investors held it, including Joel Greenblatt (0.0% of Gotham Asset Management's portfolio), Ken Griffin (0.0% of Citadel Advisors's portfolio) and David E. Shaw (0.0% of D. E. Shaw & Co.'s portfolio).
- Company
- Barings BDC Inc.
- CUSIP
- 06759L103
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 24 | $11.0M |
| Exits | 30 | $5.3M |
All 13F filers, Q1 2026 → Q2 2026: 5,659,743 shares bought and 2,991,570 shares sold, net +2,668,173 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 202 holders
| Barings LLC | 2.16% | No change | 13,639,681 | $116.2M |
| Private Management Group Inc. | 1.07% | Add +11.2% | 4,779,724 | $40.7M |
| Ares Management LLC | 1.62% | Add +14.7% | 4,164,327 | $35.5M |
| Cresset Asset Management, LLC | 0.08% | Add +9.5% | 2,545,273 | $21.7M |
| Van Eck Associates Corp. | 0.01% | Add +26.6% | 2,309,564 | $19.7M |
| UBS Group AG | 0.00% | Add +33.0% | 2,105,638 | $17.9M |
| Franklin Resources Inc. | 0.00% | Add +40.7% | 1,365,788 | $11.6M |
| Russell Investments Group, Ltd. | 0.01% | Add +45.6% | 1,234,512 | $10.5M |
| Two Sigma Investments, LP | 0.01% | Add +15.4% | 1,129,980 | $9.6M |
| Dimension Capital Management LLC | 1.02% | Add +3.6% | 1,020,581 | $8.7M |
| Morgan Stanley | 0.00% | Reduce -3.7% | 960,577 | $8.2M |
| Focus Partners Wealth | 0.01% | Reduce -5.0% | 907,615 | $7.7M |
| Legal & General Group Plc | 0.00% | Add +3.4% | 879,822 | $7.5M |
| Wells Fargo & Company | 0.00% | Reduce -17.8% | 760,559 | $6.5M |
| Muzinich & Co., Inc. | 2.08% | Add +2.1% | 714,955 | $6.1M |
| Bank of America Corp. | 0.00% | Add +54.3% | 690,777 | $5.9M |
| Raymond James Financial Inc. | 0.00% | Add +10.7% | 682,818 | $5.8M |
| Sumitomo Mitsui Trust Group, Inc. | 0.00% | No change | 577,412 | $4.9M |
| BlackRock, Inc. | 0.00% | Add +3.1% | 509,220 | $4.3M |
| Thrivent Financial for Lutherans | 0.01% | Add +219.6% | 475,834 | $4.1M |
| GCM Grosvenor Holdings, LLC | 0.17% | New | 475,000 | $4.0M |
| Advisors Asset Management, Inc. | 0.05% | Add +2.3% | 417,051 | $3.6M |
| Bulldog Investors, LLP | 0.63% | Add +0.5% | 336,401 | $2.9M |
| GraniteShares Advisors LLC | 1.69% | Add +15.1% | 308,352 | $2.6M |
| Confluence Investment Management LLC | 0.04% | Reduce -0.5% | 306,261 | $2.6M |
| LPL Financial LLC | 0.00% | Reduce -2.0% | 293,725 | $2.5M |
| Osaic Holdings, Inc. | 0.00% | Add +4.8% | 293,360 | $2.5M |
| Callodine Capital Management, LP | 0.16% | Add +11.5% | 290,000 | $2.5M |
| Hennion & Walsh Asset Management, Inc. | 0.06% | Add +21.7% | 251,430 | $2.1M |
| Financial Gravity Companies, Inc. | 0.31% | — | 224,104 | $1.9M |
| Sbe LLC Dba Cedar Cove Wealth Partners | 0.88% | Add +8.3% | 218,811 | $1.9M |
| Neuberger Berman Group LLC | 0.00% | Reduce -8.7% | 207,324 | $1.8M |
| Rivernorth Capital Management, LLC | 0.08% | New | 205,194 | $1.7M |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -1.6% | 192,269 | $1.6M |
| Steel Grove Capital Advisors, LLC | 0.12% | Reduce -3.5% | 152,667 | $1.3M |
| Privium Fund Management (UK) Ltd | 0.53% | New | 150,500 | $1.3M |
| HighTower Advisors, LLC | 0.00% | Add +0.8% | 146,841 | $1.3M |
| CANADA LIFE ASSURANCE Co | 0.00% | Add +21.1% | 138,892 | $1.2M |
| HUB Investment Partners, LLC | 0.02% | Reduce -14.9% | 137,608 | $1.2M |
| Cliffwater LLC | 0.27% | No change | 126,753 | $1.1M |
| Marshall Wace, LLP | 0.00% | New | 122,815 | $1.0M |
| Invesco Ltd. | 0.00% | Add +0.2% | 110,976 | $946K |
| Balyasny Asset Management L.P. | 0.00% | Add +39.5% | 109,880 | $936K |
| SageGuard Financial Group, LLC | 0.13% | Reduce -2.1% | 105,864 | $902K |
| Saxon Interests, Inc. | 0.25% | Add +14.8% | 105,056 | $895K |
| Citadel Advisors | 0.00% | New | 103,326 | $880K |
| &partners | 0.00% | Reduce -1.8% | 99,610 | $849K |
| Blair William & Co. | 0.00% | Add +566.3% | 98,833 | $842K |
| Diameter Capital Partners LP | 0.11% | Reduce -93.4% | 96,589 | $823K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +4.6% | 93,664 | $803K |
| Denali Advisors LLC | 0.07% | Reduce -8.6% | 83,182 | $709K |
| Ethos Financial Group, LLC | 0.05% | Reduce -2.9% | 81,620 | $695K |
| Apollon Wealth Management, LLC | 0.01% | Add +16.5% | 77,351 | $659K |
| Cetera Investment Advisers | 0.00% | Reduce -1.1% | 74,953 | $639K |
| FreeGulliver LLC | 0.22% | New | 74,409 | $634K |
| Prime Capital Investment Advisors, LLC | 0.01% | Reduce -5.3% | 71,366 | $608K |
| Caliber Wealth Management, LLC / KS | 0.06% | Reduce -12.4% | 70,685 | $602K |
| Kestra Advisory Services, LLC | 0.00% | Add +3.6% | 62,949 | $536K |
| Tidal Investments LLC | 0.00% | Add +5.3% | 61,589 | $525K |
| MML Investors Services, LLC | 0.00% | Add +45.7% | 61,301 | $522K |
| Campbell & CO Investment Adviser LLC | 0.03% | Add +34.2% | 61,107 | $521K |
| Stifel Financial Corp. | 0.00% | Add +0.6% | 60,501 | $515K |
| Commonwealth Equity Services, LLC | 0.00% | Add +13.3% | 57,619 | $491K |
| PFG Investments, LLC | 0.02% | Add +5.0% | 50,135 | $427K |
| XTX Topco Ltd | 0.01% | Add +52.1% | 49,217 | $419K |
| Lido Advisors, LLC | 0.00% | Reduce -8.2% | 48,451 | $413K |
| Bison Wealth, LLC | 0.04% | No change | 46,939 | $400K |
| LSV Asset Management | 0.00% | No change | 46,700 | $398K |
| Virtus Investment Advisers, LLC | 0.09% | Reduce -17.4% | 46,262 | $394K |
| MQS Management LLC | 0.45% | Reduce -8.5% | 43,211 | $368K |
| BI Asset Management Fondsmaeglerselskab A/S | 0.00% | Reduce -82.6% | 42,893 | $365K |
| Gotham Asset Management | 0.00% | Add +60.0% | 40,000 | $341K |
| D. E. Shaw & Co. | 0.00% | Reduce -87.7% | 37,677 | $321K |
| Susquehanna International Group, LLP | 0.00% | Add +205.0% | 36,898 | $314K |
| Closed-End Fund Advisors, Inc. | 0.29% | Reduce -11.4% | 35,284 | $301K |
| Curi Capital, LLC | 0.00% | No change | 32,827 | $280K |
| Prosperity Consulting Group, LLC | 0.01% | Add +0.0% | 32,331 | $275K |
| Western Wealth Management, LLC | 0.01% | Reduce -1.0% | 31,929 | $272K |
| Mackenzie Financial Corp. | 0.00% | Add +84.7% | 31,006 | $264K |
| Royal Bank of Canada | 0.00% | Add +1.6% | 30,370 | $258K |
| Creative Planning | 0.00% | Reduce -0.4% | 29,194 | $249K |
| Sunbeam Capital Management, LLC | 0.11% | No change | 28,257 | $241K |
| Coppell Advisory Solutions LLC | 0.02% | New | 3,292 | $240K |
| Wedbush Securities Inc. | 0.01% | Add +1.8% | 27,886 | $238K |
| Sigma Planning Corp | 0.01% | Reduce -4.2% | 27,848 | $237K |
| Waverly Advisors, LLC | 0.00% | Reduce -12.9% | 27,800 | $237K |
| Bfsg, LLC | 0.02% | Add +17.9% | 27,335 | $233K |
| Eagle Global Advisors LLC | 0.01% | Reduce -8.2% | 27,295 | $233K |
| DRW Securities, LLC | 0.01% | Add +20.6% | 27,218 | $232K |
| T. Rowe Price Associates Inc. | 0.00% | Add +21.3% | 25,378 | $217K |
| Arkadios Wealth Advisors | 0.00% | Reduce -29.0% | 24,521 | $209K |
| Triumph Capital Management | 0.04% | No change | 24,366 | $208K |
| Advisor OS, LLC | 0.01% | Reduce -11.5% | 24,055 | $205K |
| Captrust Financial Advisors | 0.00% | Add +12.0% | 24,026 | $205K |
| Caxton Associates LLP | 0.00% | Reduce -21.4% | 23,921 | $204K |
| Stephens Inc. | 0.00% | Add +0.8% | 23,576 | $201K |
| Raleigh Capital Management Inc. | 0.06% | Add +0.5% | 22,665 | $193K |
| Virtu Financial LLC | 0.01% | New | 22,646 | $193K |
| Advyzon Investment Management, LLC | 0.01% | Reduce -2.3% | 22,543 | $192K |
| Ausdal Financial Partners, Inc. | 0.01% | Reduce -24.7% | 22,507 | $192K |
"% of holder's portfolio" is BBDC's weight in each manager's 13F, not the share of Barings BDC Inc. the manager owns.