Barings BDCBBDC

13F holders, Q4 2024 (December 31)
198holders −1
19new positions
24sold out
4famous investors
$9.57avg. 13F price*

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

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 Q3 2024 → Q4 2024

InstitutionsTotal Value
New Positions19$21.3M
Exits24$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.

Show all 198 holders