Barings BDCBBDC

13F holders, Q1 2025 (March 31)
211holders +13
32new positions
19sold out
6famous investors
$9.54avg. 13F price*

At the end of Q1 2025, 211 institutions reported holding Barings BDC Inc. (BBDC) in their 13F filings, up 13 from Q4 2024. 32 opened new positions and 19 sold out. The largest holders were Barings LLC ($130.1M), Ares Management LLC ($34.4M) and Private Management Group Inc. ($29.5M). 6 famous investors held it, including Paul Tudor Jones (0.0% of Tudor Investment Corporation's portfolio), David E. Shaw (0.0% of D. E. Shaw & Co.'s portfolio) and Joel Greenblatt (0.0% of Gotham Asset 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 Q4 2024 → Q1 2025

InstitutionsTotal Value
New Positions32$8.0M
Exits19$21.4M

All 13F filers, Q4 2024 → Q1 2025: 3,660,068 shares bought and 4,347,191 shares sold, net −687,123 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 211 holders

Barings LLC 3.31% No change 13,639,681 $130.1M
Ares Management LLC 2.11% No change 3,607,096 $34.4M
Private Management Group Inc. 1.05% Add +0.4% 3,096,444 $29.5M
Van Eck Associates Corp. 0.03% Reduce -7.4% 2,173,730 $20.7M
Cresset Asset Management, LLC 0.09% Add +13.4% 1,959,930 $18.7M
Two Sigma Advisers, LP 0.03% Add +53.5% 1,307,900 $12.5M
Invesco Ltd. 0.00% Add +1.3% 1,105,716 $10.5M
NorthCoast Asset Management LLC 0.05% Add +0.6% 1,073,140 $10.2M
Morgan Stanley 0.00% Add +30.9% 962,061 $9.2M
UBS Group AG 0.00% Add +48.6% 850,829 $8.1M
Wells Fargo & Company 0.00% Add +15.5% 815,108 $7.8M
Two Sigma Investments, LP 0.02% Add +29.7% 732,289 $7.0M
Franklin Resources Inc. 0.00% Add +64.0% 699,971 $6.7M
Legal & General Group Plc 0.00% Reduce -6.0% 693,280 $6.6M
Dimension Capital Management LLC 0.91% Add +7.4% 540,148 $5.2M
BlackRock, Inc. 0.00% Reduce -4.9% 527,554 $5.0M
Confluence Investment Management LLC 0.07% Add +0.4% 519,779 $5.0M
Tudor Investment Corporation 0.04% Add +129.0% 472,867 $4.5M
Bank of America Corp. 0.00% Reduce -12.1% 467,918 $4.5M
Advisors Asset Management, Inc. 0.07% Add +5.7% 399,284 $3.8M
Hennion & Walsh Asset Management, Inc. 0.16% Reduce -22.4% 374,892 $3.6M
BI Asset Management Fondsmaeglerselskab A/S 0.04% Add +6.8% 372,610 $3.6M
Osaic Holdings, Inc. 0.01% Add +9.6% 349,180 $3.3M
Raymond James Financial Inc. 0.00% Reduce -65.2% 323,476 $3.1M
Financial Gravity Asset Management, Inc. 0.63% — 301,719 $2.9M
Callodine Capital Management, LP 0.48% No change 300,000 $2.9M
LPL Financial LLC 0.00% Add +5.0% 294,366 $2.8M
Muzinich & Co., Inc. 1.53% Add +8.5% 262,910 $2.5M
Sumitomo Mitsui Trust Group, Inc. 0.00% Add +8.5% 262,910 $2.5M
Caliber Wealth Management, LLC / KS 0.31% — 241,126 $2.3M
Skandinaviska Enskilda Banken AB (publ) 0.01% No change 239,440 $2.3M
Neuberger Berman Group LLC 0.00% Reduce -34.3% 216,623 $2.1M
Cambridge Investment Research Advisors, Inc. 0.01% Reduce -6.3% 207,157 $2.0M
D. E. Shaw & Co. 0.00% Add +1246.1% 171,450 $1.6M
Wealth Enhancement Advisory Services, LLC 0.00% Add +86.6% 152,340 $1.5M
JPMorgan Chase & Co. 0.00% Add +26.6% 151,393 $1.4M
Trexquant Investment LP 0.02% Add +14.2% 147,123 $1.4M
HighTower Advisors, LLC 0.00% No change 140,788 $1.3M
Denali Advisors LLC 0.15% Add +9.1% 138,153 $1.3M
Cubist Systematic Strategies, LLC 0.02% New 130,042 $1.2M
Cliffwater LLC 0.32% Add +6.0% 126,753 $1.2M
T. Rowe Price Associates Inc. 0.00% Reduce -61.7% 119,339 $1.1M
Qube Research & Technologies Ltd 0.00% Add +29.3% 108,276 $1.0M
Icon Advisers Inc. 0.23% Reduce -61.8% 102,951 $982K
Marshall Wace, LLP 0.00% Add +88.6% 99,429 $949K
&partners 0.01% Add +5.4% 98,061 $942K
CANADA LIFE ASSURANCE Co 0.00% Add +21.4% 91,116 $870K
Millennium Management 0.00% Add +143.9% 91,137 $869K
Virtus Investment Advisers, LLC 0.23% New 88,934 $848K
Cetera Investment Advisers 0.00% Add +0.9% 75,490 $720K
Prime Capital Investment Advisors, LLC 0.01% Add +6.1% 71,133 $679K
Oxford Asset Management LLP 0.30% New 68,665 $655K
Bard Associates Inc. 0.24% Reduce -0.5% 67,869 $647K
Lido Advisors, LLC 0.00% Reduce -11.8% 66,325 $633K
MQS Management LLC 0.35% New 64,640 $617K
Ethos Financial Group, LLC 0.06% New 64,485 $615K
Commonwealth Equity Services, LLC 0.00% Add +14.5% 61,738 $589K
Steel Grove Capital Advisors, LLC 0.09% Reduce -42.8% 61,158 $583K
Kestra Advisory Services, LLC 0.00% Reduce -13.9% 59,526 $568K
HRT Financial LP 0.00% Reduce -69.3% 58,226 $555K
Steward Partners Investment Advisory, LLC 0.00% Add +43.2% 56,550 $539K
Mackenzie Financial Corp. 0.00% New 56,450 $539K
MML Investors Services, LLC 0.00% Add +9.2% 55,331 $528K
HighPoint Advisor Group LLC 0.03% Reduce -2.0% 57,958 $510K
Stifel Financial Corp. 0.00% Reduce -41.9% 52,573 $502K
Apollon Wealth Management, LLC 0.01% Reduce -7.9% 51,734 $494K
Verition Fund Management LLC 0.00% New 50,214 $479K
Sunbelt Securities, Inc. 0.04% Reduce -7.7% 48,835 $466K
Patriot Financial Group Insurance Agency, LLC 0.06% Add +107.6% 46,601 $445K
Waverly Advisors, LLC 0.01% Reduce -14.6% 46,147 $440K
Virtu Financial LLC 0.02% New 44,830 $428K
Koshinski Asset Management, Inc. 0.04% Reduce -7.5% 43,612 $416K
Susquehanna International Group, LLP 0.00% Add +26.7% 43,508 $415K
Lansforsakringar Fondforvaltning AB (publ) 0.00% New 39,008 $372K
Royal Bank of Canada 0.00% Reduce -12.2% 37,116 $354K
Arete Wealth Advisors, LLC 0.03% Add +7.0% 36,488 $348K
LSV Asset Management 0.00% No change 36,100 $344K
Envestnet Asset Management Inc. 0.00% Add +23.6% 34,146 $326K
CreativeOne Wealth, LLC 0.01% Reduce -11.0% 33,567 $320K
Raleigh Capital Management Inc. 0.14% Reduce -2.7% 32,679 $312K
Sequoia Financial Advisors, LLC 0.00% Reduce -11.9% 32,643 $311K
Global Assets Advisory, LLC 0.06% Add +206.0% 35,040 $302K
Wedbush Securities Inc. 0.01% Reduce -3.3% 30,446 $290K
Curi Capital, LLC 0.01% No change 29,372 $280K
Ausdal Financial Partners, Inc. 0.02% Add +1.4% 27,995 $267K
Eagle Global Advisors LLC 0.01% No change 27,970 $267K
Creative Planning 0.00% Reduce -24.7% 27,683 $264K
Ameriprise Financial Inc. 0.00% Reduce -68.2% 27,569 $263K
Sigma Planning Corp 0.01% Add +54.3% 27,558 $263K
Mariner, LLC 0.00% Add +148.5% 27,295 $260K
Jane Street Group, LLC 0.00% Reduce -71.3% 27,073 $258K
Arkadios Wealth Advisors 0.01% Add +1.3% 26,372 $252K
Essex Financial Services, Inc. 0.02% Add +2.1% 26,292 $251K
Northern Trust Corp. 0.00% Reduce -62.5% 25,921 $247K
OMERS ADMINISTRATION Corp 0.00% New 25,800 $246K
Gotham Asset Management 0.00% New 25,000 $239K
Triumph Capital Management 0.08% No change 24,366 $232K
Stephens Inc. 0.00% Add +19.5% 22,857 $218K
Caxton Associates LLP 0.01% — 22,596 $216K
Corient Private Wealth LP 0.00% New 21,983 $210K

"% 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 211 holders