Barings BDCBBDC
13F holders, Q4 2024 (December 31)At the end of Q4 2024, 198 institutions reported holding Barings BDC Inc. (BBDC) in their 13F filings, down 1 from Q3 2024. 19 opened new positions and 24 sold out. The largest holders were Barings LLC ($130.5M), Ares Management LLC ($34.5M) and Private Management Group Inc. ($29.5M). 4 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 Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 19 | $21.3M |
| Exits | 24 | $13.6M |
All 13F filers, Q3 2024 → Q4 2024: 4,020,259 shares bought and 2,850,896 shares sold, net +1,169,363 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 198 holders
| Barings LLC | 3.14% | No change | 13,639,681 | $130.5M |
| Ares Management LLC | 1.21% | No change | 3,607,096 | $34.5M |
| Private Management Group Inc. | 1.06% | Add +2.8% | 3,084,236 | $29.5M |
| Van Eck Associates Corp. | 0.03% | Add +3.5% | 2,347,891 | $22.5M |
| Cresset Asset Management, LLC | 0.08% | New | 1,728,574 | $16.5M |
| Punch & Associates Investment Management, Inc. | 0.64% | Reduce -3.6% | 1,213,601 | $11.6M |
| Invesco Ltd. | 0.00% | Reduce -5.1% | 1,091,877 | $10.4M |
| NorthCoast Asset Management LLC | 0.05% | Reduce -1.5% | 1,066,600 | $10.2M |
| Raymond James Financial Inc. | 0.00% | — | 929,089 | $8.9M |
| Two Sigma Advisers, LP | 0.02% | Reduce -15.0% | 852,300 | $8.2M |
| Harbor Capital Advisors, Inc. | 0.32% | Add +2.1% | 756,340 | $7.2M |
| Legal & General Group Plc | 0.00% | Reduce -2.5% | 737,794 | $7.1M |
| Morgan Stanley | 0.00% | Add +21.4% | 734,753 | $7.0M |
| Wells Fargo & Company | 0.00% | Add +85.4% | 705,628 | $6.8M |
| UBS Group AG | 0.00% | Reduce -31.6% | 572,505 | $5.5M |
| Two Sigma Investments, LP | 0.01% | Reduce -24.6% | 564,455 | $5.4M |
| BlackRock, Inc. | 0.00% | Add +16.4% | 554,495 | $5.3M |
| Bank of America Corp. | 0.00% | Reduce -9.3% | 532,492 | $5.1M |
| Confluence Investment Management LLC | 0.07% | Add +0.5% | 517,753 | $5.0M |
| Dimension Capital Management LLC | 0.79% | Reduce -16.9% | 503,098 | $4.8M |
| Hennion & Walsh Asset Management, Inc. | 0.21% | Reduce -10.2% | 483,050 | $4.6M |
| Franklin Resources Inc. | 0.00% | Add +32.1% | 426,696 | $4.1M |
| Advisors Asset Management, Inc. | 0.07% | Add +7.8% | 377,868 | $3.6M |
| BI Asset Management Fondsmaeglerselskab A/S | 0.04% | Add +9.9% | 349,046 | $3.3M |
| Neuberger Berman Group LLC | 0.00% | Add +1.7% | 329,851 | $3.2M |
| Osaic Holdings, Inc. | 0.01% | Reduce -6.1% | 318,691 | $3.0M |
| T. Rowe Price Associates Inc. | 0.00% | No change | 311,542 | $3.0M |
| Financial Gravity Companies, Inc. | 0.66% | Add +4360.4% | 302,993 | $2.9M |
| Callodine Capital Management, LP | 0.59% | Reduce -45.8% | 300,000 | $2.9M |
| LPL Financial LLC | 0.00% | Reduce -4.5% | 280,463 | $2.7M |
| Icon Advisers Inc. | 0.59% | New | 269,302 | $2.6M |
| Muzinich & Co., Inc. | 1.64% | Reduce -4.1% | 242,230 | $2.3M |
| Sumitomo Mitsui Trust Group, Inc. | 0.00% | Reduce -4.1% | 242,230 | $2.3M |
| Skandinaviska Enskilda Banken AB (publ) | 0.01% | No change | 239,440 | $2.3M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Reduce -12.1% | 221,141 | $2.1M |
| Tudor Investment Corporation | 0.02% | Add +43.7% | 206,465 | $2.0M |
| HRT Financial LP | 0.01% | Add +83.4% | 189,388 | $1.8M |
| HighTower Advisors, LLC | 0.00% | No change | 140,788 | $1.3M |
| Trexquant Investment LP | 0.01% | Add +20.5% | 128,886 | $1.2M |
| Denali Advisors LLC | 0.13% | Reduce -17.6% | 126,607 | $1.2M |
| JPMorgan Chase & Co. | 0.00% | Add +4532.8% | 119,618 | $1.1M |
| Cliffwater LLC | 0.28% | No change | 119,607 | $1.1M |
| Steel Grove Capital Advisors, LLC | 0.14% | Add +21.5% | 106,958 | $1.0M |
| Jane Street Group, LLC | 0.00% | Add +200.9% | 94,164 | $901K |
| &partners | 0.01% | Add +4.1% | 93,061 | $892K |
| Stifel Financial Corp. | 0.00% | Add +41.2% | 90,513 | $866K |
| Ameriprise Financial Inc. | 0.00% | Add +3.9% | 86,757 | $830K |
| Qube Research & Technologies Ltd | 0.00% | Add +15.8% | 83,757 | $802K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +10.9% | 81,649 | $781K |
| Virtus Advisers, LLC | 0.32% | Add +15.2% | 81,557 | $781K |
| Lido Advisors, LLC | 0.00% | Reduce -25.2% | 75,235 | $720K |
| CANADA LIFE ASSURANCE Co | 0.00% | Reduce -7.9% | 75,056 | $718K |
| Cetera Investment Advisers | 0.00% | Add +1.3% | 74,839 | $716K |
| Kestra Advisory Services, LLC | 0.00% | Add +30.7% | 69,132 | $662K |
| Northern Trust Corp. | 0.00% | Add +17.0% | 69,075 | $661K |
| Bard Associates Inc. | 0.22% | Reduce -3.5% | 68,175 | $652K |
| Prime Capital Investment Advisors, LLC | 0.01% | Reduce -11.5% | 67,042 | $642K |
| HighPoint Advisor Group LLC | 0.03% | Add +3.1% | 59,143 | $599K |
| Apollon Wealth Management, LLC | 0.01% | Reduce -29.6% | 56,157 | $537K |
| Waverly Advisors, LLC | 0.01% | Reduce -6.9% | 54,049 | $517K |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -1.2% | 53,905 | $516K |
| Marshall Wace, LLP | 0.00% | Reduce -59.7% | 52,729 | $505K |
| Sunbelt Securities, Inc. | 0.04% | No change | 52,883 | $504K |
| MML Investors Services, LLC | 0.00% | Add +403.1% | 50,694 | $485K |
| Lazard Asset Management LLC | 0.00% | Add +37.0% | 47,979 | $459K |
| Koshinski Asset Management, Inc. | 0.04% | Add +2.8% | 47,158 | $451K |
| Aquatic Capital Management LLC | 0.01% | New | 44,667 | $427K |
| Royal Bank of Canada | 0.00% | Add +1.7% | 42,275 | $404K |
| Steward Partners Investment Advisory, LLC | 0.00% | Add +4.1% | 39,478 | $378K |
| CreativeOne Wealth, LLC | 0.01% | Add +1.3% | 37,732 | $361K |
| Millennium Management | 0.00% | Add +253.5% | 37,364 | $358K |
| Sequoia Financial Advisors, LLC | 0.00% | Reduce -6.3% | 37,069 | $355K |
| Creative Planning | 0.00% | Reduce -7.1% | 36,755 | $352K |
| LSV Asset Management | 0.00% | Reduce -80.8% | 36,100 | $345K |
| Roberts Financial Services LLC | 0.06% | No change | 35,726 | $342K |
| Susquehanna International Group, LLP | 0.00% | Add +82.8% | 34,346 | $329K |
| Arete Wealth Advisors, LLC | 0.02% | Add +15.6% | 34,104 | $328K |
| Raleigh Capital Management Inc. | 0.12% | Add +0.1% | 33,581 | $321K |
| Kingswood Wealth Advisors, LLC | 0.02% | New | 32,792 | $314K |
| Wedbush Securities Inc. | 0.01% | Add +5.1% | 31,471 | $301K |
| Curi Capital, LLC | 0.01% | No change | 29,372 | $281K |
| Cambria Investment Management, L.P. | 0.02% | Add +2.3% | 28,569 | $273K |
| Dynamic Technology Lab Private Ltd | 0.04% | Add +18.0% | 28,453 | $272K |
| Eagle Global Advisors LLC | 0.01% | Reduce -31.7% | 27,970 | $268K |
| Guggenheim Capital LLC | 0.00% | Reduce -1.6% | 27,632 | $264K |
| Envestnet Asset Management Inc. | 0.00% | Reduce -3.0% | 27,627 | $264K |
| Ausdal Financial Partners, Inc. | 0.02% | Add +15.0% | 27,606 | $264K |
| Mindset Wealth Management, LLC | 0.09% | Reduce -3.7% | 26,031 | $249K |
| Arkadios Wealth Advisors | 0.01% | Reduce -2.7% | 26,025 | $249K |
| Essex Financial Services, Inc. | 0.02% | Add +0.0% | 25,741 | $246K |
| Triumph Capital Management | 0.08% | No change | 24,366 | $233K |
| Connor, Clark & Lunn Investment Management Ltd. | 0.00% | New | 23,629 | $226K |
| Chicago Partners Investment Group LLC | 0.01% | Add +56.0% | 23,101 | $216K |
| Patriot Financial Group Insurance Agency, LLC | 0.03% | Reduce -2.1% | 22,449 | $215K |
| Geneos Wealth Management Inc. | 0.01% | Reduce -14.3% | 21,966 | $210K |
| Consolidated Portfolio Review Corp | 0.03% | New | 21,236 | $203K |
| SeaCrest Wealth Management, LLC | 0.02% | No change | 20,806 | $199K |
| Castleview Partners, LLC | 0.10% | Reduce -37.3% | 20,065 | $194K |
| Bfsg, LLC | 0.02% | Reduce -5.4% | 19,880 | $190K |
| Stephens Inc. | 0.00% | Add +11.2% | 19,133 | $183K |
"% of holder's portfolio" is BBDC's weight in each manager's 13F, not the share of Barings BDC Inc. the manager owns.