Barings BDCBBDC
13F holders, Q3 2024 (September 30)At the end of Q3 2024, 199 institutions reported holding Barings BDC Inc. (BBDC) in their 13F filings, up 8 from Q2 2024. 26 opened new positions and 18 sold out. The largest holders were Barings LLC ($133.7M), Ares Management LLC ($35.3M) and Private Management Group Inc. ($29.4M). 3 famous investors held it, including Paul Tudor Jones (0.0% of Tudor Investment Corporation's portfolio), Leon Cooperman (0.0% of Omega Advisors (Leon Cooperman)'s portfolio) and Israel Englander (0.0% of Millennium Management's portfolio).
- Company
- Barings BDC Inc.
- CUSIP
- 06759L103
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2024 → Q3 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 26 | $16.1M |
| Exits | 18 | $3.1M |
All 13F filers, Q2 2024 → Q3 2024: 3,458,195 shares bought and 2,860,260 shares sold, net +597,935 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 199 holders
| Barings LLC | 3.17% | No change | 13,639,681 | $133.7M |
| Ares Management LLC | 0.98% | Reduce -9.6% | 3,607,096 | $35.3M |
| Private Management Group Inc. | 1.03% | Reduce -0.5% | 3,000,828 | $29.4M |
| Van Eck Associates Corp. | 0.03% | Add +6.0% | 2,267,897 | $22.1M |
| Punch & Associates Investment Management, Inc. | 0.69% | Reduce -0.2% | 1,259,431 | $12.3M |
| Invesco Ltd. | 0.00% | Add +12.5% | 1,150,802 | $11.3M |
| Raymond James Financial Services Advisors, Inc. | 0.01% | Add +32.2% | 1,109,334 | $10.9M |
| NorthCoast Asset Management LLC | 0.07% | New | 1,083,119 | $10.5M |
| Two Sigma Advisers, LP | 0.02% | Reduce -22.8% | 1,003,100 | $9.8M |
| UBS Group AG | 0.00% | Reduce -26.0% | 836,659 | $8.2M |
| Nicola Wealth Management LTD. | 0.65% | No change | 614,000 | $8.1M |
| Legal & General Group Plc | 0.00% | Reduce -11.7% | 756,880 | $7.4M |
| Two Sigma Investments, LP | 0.02% | Reduce -25.1% | 748,175 | $7.3M |
| Harbor Capital Advisors, Inc. | 0.32% | Add +148.6% | 740,559 | $7.3M |
| Morgan Stanley | 0.00% | Add +18.4% | 605,389 | $5.9M |
| Dimension Capital Management LLC | 1.12% | Add +0.2% | 605,175 | $5.9M |
| Bank of America Corp. | 0.00% | Reduce -10.1% | 587,173 | $5.8M |
| Callodine Capital Management, LP | 1.14% | Reduce -43.3% | 553,270 | $5.4M |
| Hennion & Walsh Asset Management, Inc. | 0.25% | Reduce -6.6% | 538,094 | $5.3M |
| Confluence Investment Management LLC | 0.07% | Add +1.2% | 515,354 | $5.1M |
| BlackRock, Inc. | 0.00% | — | 476,265 | $4.7M |
| Wells Fargo & Company | 0.00% | Reduce -10.1% | 380,683 | $3.7M |
| Advisors Asset Management, Inc. | 0.06% | Add +8.2% | 350,659 | $3.4M |
| Osaic Holdings, Inc. | 0.01% | Reduce -7.8% | 339,523 | $3.3M |
| Neuberger Berman Group LLC | 0.00% | Reduce -27.0% | 324,419 | $3.2M |
| Franklin Resources Inc. | 0.00% | Add +38.9% | 322,954 | $3.1M |
| BI Asset Management Fondsmaeglerselskab A/S | 0.05% | Add +4.3% | 317,452 | $3.1M |
| T. Rowe Price Associates Inc. | 0.00% | Reduce -33.1% | 311,542 | $3.1M |
| LPL Financial LLC | 0.00% | Reduce -0.6% | 293,840 | $2.9M |
| Muzinich & Co., Inc. | 1.95% | Add +38.9% | 252,518 | $2.5M |
| Sumitomo Mitsui Trust Group, Inc. | 0.00% | Add +38.9% | 252,518 | $2.5M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Reduce -8.7% | 251,592 | $2.5M |
| Skandinaviska Enskilda Banken AB (publ) | 0.01% | No change | 239,440 | $2.3M |
| Royce & Associates LP | 0.02% | No change | 215,300 | $2.1M |
| LSV Asset Management | 0.00% | Add +33.5% | 187,500 | $1.8M |
| Denali Advisors LLC | 0.16% | New | 153,629 | $1.5M |
| Tudor Investment Corporation | 0.02% | Reduce -28.3% | 143,634 | $1.4M |
| HighTower Advisors, LLC | 0.00% | No change | 140,788 | $1.4M |
| Marshall Wace, LLP | 0.00% | New | 130,700 | $1.3M |
| Cliffwater LLC | 0.27% | Add +2.7% | 119,607 | $1.2M |
| Trexquant Investment LP | 0.01% | Add +542.1% | 106,929 | $1.0M |
| HRT Financial LP | 0.01% | Reduce -10.8% | 103,255 | $1.0M |
| Deerfield Management Company, L.P. | 0.02% | Add +508.6% | 102,058 | $1.0M |
| Lido Advisors, LLC | 0.01% | Add +100.5% | 100,638 | $986K |
| &partners | 0.02% | Add +142.0% | 89,420 | $876K |
| Steel Grove Capital Advisors, LLC | 0.12% | Reduce -30.2% | 87,999 | $868K |
| Raymond James & Associates | 0.00% | Reduce -7.5% | 88,507 | $867K |
| Ameriprise Financial Inc. | 0.00% | Reduce -1.7% | 83,518 | $818K |
| CANADA LIFE ASSURANCE Co | 0.00% | Add +5.2% | 81,496 | $801K |
| Apollon Wealth Management, LLC | 0.02% | Add +42.6% | 79,818 | $782K |
| Prime Capital Investment Advisors, LLC | 0.01% | Reduce -1.5% | 75,767 | $743K |
| Cetera Investment Advisers | 0.00% | Add +1.8% | 73,846 | $724K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Reduce -2.0% | 73,633 | $722K |
| Qube Research & Technologies Ltd | 0.00% | Reduce -41.5% | 72,345 | $709K |
| Virtus Advisers, LLC | 0.33% | Reduce -22.9% | 70,799 | $694K |
| Bard Associates Inc. | 0.24% | Reduce -0.5% | 70,675 | $693K |
| Stifel Financial Corp. | 0.00% | Add +1.6% | 64,110 | $628K |
| Northern Trust Corp. | 0.00% | Add +285.1% | 59,042 | $579K |
| Waverly Advisors, LLC | 0.01% | Reduce -9.6% | 58,051 | $569K |
| HighPoint Advisor Group LLC | 0.03% | Reduce -0.3% | 57,389 | $550K |
| Commonwealth Equity Services, LLC | 0.00% | Add +9.6% | 54,572 | $535K |
| Sunbelt Securities, Inc. | 0.05% | Reduce -19.6% | 52,883 | $518K |
| Kestra Advisory Services, LLC | 0.00% | Reduce -15.4% | 52,880 | $518K |
| Koshinski Asset Management, Inc. | 0.04% | No change | 45,876 | $450K |
| Royal Bank of Canada | 0.00% | Add +8.1% | 41,574 | $408K |
| Eagle Global Advisors LLC | 0.02% | Reduce -0.4% | 40,960 | $401K |
| Sequoia Financial Advisors, LLC | 0.00% | No change | 39,559 | $388K |
| Creative Planning | 0.00% | Add +6.5% | 39,552 | $388K |
| Steward Partners Investment Advisory, LLC | 0.00% | Add +16.5% | 37,913 | $372K |
| CreativeOne Wealth, LLC | 0.01% | New | 37,236 | $365K |
| Roberts Financial Services LLC | 0.07% | No change | 35,726 | $350K |
| Lazard Asset Management LLC | 0.00% | Add +62.6% | 35,024 | $343K |
| Raleigh Capital Management Inc. | 0.13% | Reduce -11.4% | 33,536 | $329K |
| Paloma Partners Management Co | 0.02% | New | 33,354 | $327K |
| Castleview Partners, LLC | 0.18% | Add +0.2% | 32,008 | $314K |
| Jane Street Group, LLC | 0.00% | New | 31,298 | $307K |
| Wedbush Securities Inc. | 0.01% | Add +9.3% | 29,941 | $293K |
| Arete Wealth Advisors, LLC | 0.02% | Reduce -12.4% | 29,493 | $289K |
| Curi Capital, LLC | 0.01% | No change | 29,372 | $288K |
| Envestnet Asset Management Inc. | 0.00% | Reduce -1.6% | 28,480 | $279K |
| Guggenheim Capital LLC | 0.00% | Reduce -28.4% | 28,093 | $275K |
| Cambria Investment Management, L.P. | 0.02% | Reduce -26.6% | 27,920 | $274K |
| Mindset Wealth Management, LLC | 0.11% | — | 27,031 | $265K |
| Arkadios Wealth Advisors | 0.01% | Reduce -7.7% | 26,752 | $262K |
| Farther Finance Advisors, LLC | 0.01% | No change | 26,458 | $259K |
| Essex Financial Services, Inc. | 0.02% | New | 25,734 | $252K |
| Geneos Wealth Management Inc. | 0.01% | Reduce -7.9% | 25,636 | $251K |
| Triumph Capital Management | 0.09% | No change | 24,366 | $239K |
| Dynamic Technology Lab Private Ltd | 0.03% | New | 24,114 | $236K |
| Ausdal Financial Partners, Inc. | 0.02% | Add +0.1% | 24,005 | $235K |
| Transcend Capital Advisors, LLC | 0.02% | No change | 23,198 | $227K |
| Patriot Financial Group Insurance Agency, LLC | 0.03% | Add +1.1% | 22,924 | $225K |
| Bfsg, LLC | 0.02% | No change | 21,010 | $206K |
| Panoramic Investment Advisors, LLC | 0.14% | — | 21,001 | $206K |
| SeaCrest Wealth Management, LLC | 0.02% | Add +8.5% | 20,806 | $204K |
| Merit Financial Group, LLC | 0.00% | New | 20,451 | $200K |
| Foundations Investment Advisors, LLC | 0.00% | No change | 19,844 | $194K |
| Susquehanna International Group, LLP | 0.00% | Add +34.2% | 18,785 | $184K |
| Founders Financial Securities LLC | 0.02% | Reduce -11.8% | 18,738 | $184K |
| Allworth Financial LP | 0.00% | No change | 18,632 | $183K |
| Cobblestone Capital Advisors LLC | 0.01% | Reduce -9.7% | 18,352 | $180K |
| Capital Advisory Group Advisory Services, LLC | 0.07% | No change | 18,300 | $179K |
| Mirae Asset Global Investments Co., Ltd. | 0.00% | Add +2.6% | 17,960 | $177K |
| PFG Advisors | 0.01% | Reduce -10.2% | 17,877 | $175K |
| FARMERS & MERCHANTS TRUST Co OF LONG BEACH | 0.04% | Add +1.3% | 17,562 | $172K |
| Western Wealth Management, LLC | 0.01% | Add +1.0% | 17,255 | $169K |
| Stephens Inc. | 0.00% | Add +0.8% | 17,203 | $169K |
| Redwood Financial Network Corp | 0.13% | Reduce -11.8% | 16,362 | $160K |
| Pinkerton Wealth, LLC | 0.02% | No change | 16,292 | $160K |
| Focus Financial Network, Inc. | 0.01% | Reduce -15.8% | 16,110 | $158K |
| Avantax Advisory Services, Inc. | 0.00% | New | 15,770 | $155K |
| Sigma Planning Corp | 0.00% | Add +25.3% | 15,509 | $152K |
| ProShare Advisors LLC | 0.00% | Add +3.9% | 15,476 | $152K |
| Kovack Advisors, Inc. | 0.02% | No change | 15,406 | $151K |
| De Lisle Partners LLP | 0.02% | New | 15,305 | $150K |
| Beaumont Financial Advisors, LLC | 0.01% | Add +2.7% | 15,142 | $148K |
| Chicago Partners Investment Group LLC | 0.01% | Add +24.4% | 14,808 | $145K |
| AlphaStar Capital Management, LLC | 0.01% | No change | 14,732 | $144K |
| Brevan Howard Capital Management LP | 0.01% | Reduce -7.7% | 14,727 | $144K |
| First National Trust Co | 0.01% | No change | 14,686 | $144K |
| Armor Investment Advisors, LLC | 0.06% | New | 14,600 | $143K |
| Cwm, LLC | 0.00% | Reduce -25.1% | 14,610 | $143K |
| Nicholas Hoffman & Company, LLC. | 0.01% | No change | 14,354 | $141K |
| Central Pacific Bank - Trust Division | 0.02% | No change | 14,200 | $139K |
| Advisory Services Network, LLC | 0.00% | No change | 14,190 | $138K |
| WealthPlan Investment Management, LLC | 0.01% | Reduce -9.7% | 13,931 | $137K |
| Cozad Asset Management Inc. | 0.01% | No change | 13,874 | $136K |
| Goldman Sachs Group Inc. | 0.00% | Reduce -47.3% | 13,663 | $134K |
| Financial Advocates Investment Management | 0.01% | No change | 13,580 | $133K |
| Brookstone Capital Management | 0.00% | No change | 13,503 | $132K |
| Sanctuary Advisors, LLC | 0.00% | No change | 12,948 | $132K |
| Brown Advisory Inc. | 0.00% | No change | 13,200 | $129K |
| Hutchens & Kramer Investment Management Group, LLC | 0.07% | Reduce -6.4% | 13,285 | $129K |
| Global Retirement Partners, LLC | 0.00% | Reduce -16.0% | 12,964 | $127K |
| Sound Income Strategies, LLC | 0.01% | Add +9.3% | 12,877 | $126K |
| PFG Investments, LLC | 0.01% | Add +6.0% | 12,537 | $123K |
| Mission Wealth Management, LP | 0.00% | No change | 12,285 | $120K |
| Register Financial Advisors LLC | 0.06% | Add +0.3% | 12,093 | $119K |
| Verition Fund Management LLC | 0.00% | New | 11,700 | $115K |
| Insigneo Advisory Services, LLC | 0.01% | Add +0.3% | 11,649 | $114K |
| Spire Wealth Management | 0.00% | No change | 11,344 | $111K |
| Naviter Wealth, LLC | 0.01% | No change | 11,000 | $108K |
| Millennium Management | 0.00% | New | 10,570 | $104K |
| Signaturefd, LLC | 0.00% | Reduce -8.4% | 10,501 | $103K |
| Schonfeld Strategic Advisors LLC | 0.00% | New | 10,500 | $103K |
| Advisory Alpha, LLC | 0.00% | Add +2.1% | 10,362 | $102K |
| Bouchey Financial Group, Ltd. | 0.01% | No change | 10,276 | $101K |
| Hilltop Holdings Inc. | 0.01% | No change | 10,145 | $99K |
| Ignite Planners, LLC | 0.02% | No change | 10,102 | $99K |
| Centaurus Financial, Inc. | 0.01% | New | 10,124 | $99K |
| MML Investors Services, LLC | 0.00% | New | 10,076 | $99K |
| Cape Investment Advisory, Inc. | 0.04% | Reduce -18.3% | 9,543 | $94K |
| First Personal Financial Services | 0.02% | Add +2.7% | 8,718 | $85K |
| NFSG Corp | 0.03% | No change | 8,602 | $84K |
| Financial Gravity Companies, Inc. | 0.02% | — | 6,793 | $67K |
| Avior Wealth Management, LLC | 0.00% | No change | 6,732 | $66K |
| Larson Financial Group LLC | 0.00% | Reduce -12.4% | 6,431 | $63K |
| Hillsdale Investment Management Inc. | 0.00% | New | 6,250 | $61K |
| Pineridge Advisors LLC | 0.02% | No change | 6,145 | $60K |
| Quadrant Capital Group LLC | 0.00% | Reduce -12.4% | 5,953 | $58K |
| Coppell Advisory Solutions LLC | 0.01% | Reduce -1.9% | 5,136 | $51K |
| Mather Group, Llc. | 0.00% | No change | 4,976 | $49K |
| CIBC Private Wealth Group LLC | 0.00% | Add +87.9% | 4,322 | $42K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -30.7% | 4,168 | $41K |
| Citigroup Inc. | 0.00% | New | 4,005 | $39K |
| Creative Financial Designs Inc. | 0.00% | Add +0.8% | 3,947 | $39K |
| Concourse Financial Group Securities, Inc. | 0.00% | No change | 3,881 | $38K |
| nVerses Capital, LLC | 0.01% | Add +50.0% | 3,300 | $32K |
| Tower Research Capital LLC (TRC) | 0.00% | Add +245.7% | 3,281 | $32K |
| Tucker Asset Management LLC | 0.01% | No change | 3,121 | $31K |
| PNC Financial Services Group, Inc. | 0.00% | Add +683.7% | 3,080 | $30K |
| Bartlett & Co. Wealth Management LLC | 0.00% | No change | 3,000 | $29K |
| Nomura Asset Management Co. Ltd. | 0.00% | New | 2,696 | $26K |
| Omega Advisors (Leon Cooperman) | 0.00% | No change | 2,643 | $26K |
| JPMorgan Chase & Co. | 0.00% | Add +393.7% | 2,582 | $25K |
| Parallel Advisors, LLC | 0.00% | Reduce -8.5% | 2,439 | $24K |
| Hollencrest Capital Management | 0.00% | Add +2.6% | 2,406 | $24K |
| Harbour Investments, Inc. | 0.00% | Reduce -17.3% | 2,300 | $23K |
| NewEdge Advisors, LLC | 0.00% | No change | 2,193 | $21K |
| Caldwell Sutter Capital, Inc. | 0.01% | No change | 1,958 | $19K |
| International Assets Investment Management, LLC | 0.00% | New | 1,700 | $17K |
| Private Trust Co. NA | 0.00% | No change | 1,163 | $11K |
| Citizens National Bank Trust Department | 0.00% | No change | 1,139 | $11K |
| Founders Capital Management | 0.01% | No change | 979 | $10K |
| Lindbrook Capital, LLC | 0.00% | Reduce -12.3% | 873 | $9K |
| North Star Investment Management Corp. | 0.00% | No change | 640 | $6K |
| Crewe Advisors LLC | 0.00% | Reduce -85.8% | 630 | $6K |
| SWAN Capital LLC | 0.00% | No change | 603 | $6K |
| Blue Trust, Inc. | 0.00% | No change | 547 | $5K |
| Quantbot Technologies LP | 0.00% | New | 540 | $5K |
| Bogart Wealth, LLC | 0.00% | New | 280 | $3K |
| Thompson Investment Management, Inc. | 0.00% | No change | 278 | $3K |
| US Bancorp \de | 0.00% | Reduce -15.0% | 232 | $2K |
| Jaffetilchin Investment Partners, LLC | 0.00% | New | 200 | $2K |
| Smartleaf Asset Management LLC | 0.00% | No change | 162 | $2K |
| FMR LLC | 0.00% | Add +8500.0% | 86 | $843 |
| Assetmark, Inc. | 0.00% | New | 5 | $49 |
| Danske Bank A/S | 0.00% | New | 2 | $20 |
| Huntington National Bank | 0.00% | Reduce -100.0% | 1 | $10 |
"% of holder's portfolio" is BBDC's weight in each manager's 13F, not the share of Barings BDC Inc. the manager owns.