Barings BDCBBDC

13F holders, Q2 2026 (June 30)
202holders −9
24new positions
30sold out
3famous investors
$8.52avg. 13F price*

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

050100150200250 Q1 2024: 199Q1 2024Q2 2024: 191Q2 2024Q3 2024: 199Q3 2024Q4 2024: 198Q4 2024Q1 2025: 211Q1 2025Q2 2025: 196Q2 2025Q3 2025: 210Q3 2025Q4 2025: 218Q4 2025Q1 2026: 211Q1 2026Q2 2026: 202Q2 2026

Total Exit/New Position Q1 2026 → Q2 2026

InstitutionsTotal Value
New Positions24$11.0M
Exits30$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.

Show all 202 holders