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
Geneos Wealth Management Inc. 0.01% No change 21,966 $210K
Chicago Partners Investment Group LLC 0.01% Add +3.5% 23,904 $206K
Consolidated Portfolio Review Corp 0.03% Add +0.6% 21,361 $204K
ProShare Advisors LLC 0.00% Add +11.8% 19,906 $190K
Bfsg, LLC 0.02% No change 19,880 $190K
Founders Financial Securities LLC 0.02% Add +13.4% 21,255 $189K
SeaCrest Wealth Management, LLC 0.02% Reduce -6.7% 19,415 $185K
Campbell & CO Investment Adviser LLC 0.01% New 19,202 $183K
Panoramic Investment Advisors, LLC 0.12% No change 19,027 $182K
Financial Advocates Investment Management 0.01% No change 18,854 $180K
FARMERS & MERCHANTS TRUST Co OF LONG BEACH 0.04% Add +0.3% 17,843 $170K
Quadrature Capital Ltd 0.00% New 17,740 $169K
Castleview Partners, LLC 0.11% Reduce -13.2% 17,424 $166K
Cary Street Partners Financial LLC 0.01% No change 17,239 $164K
Western Wealth Management, LLC 0.01% Reduce -2.0% 16,905 $161K
PFG Investments, LLC 0.01% Add +37.2% 16,831 $161K
Avantax Advisory Services, Inc. 0.00% Add +2.9% 16,609 $158K
Kingswood Wealth Advisors, LLC 0.01% Reduce -49.3% 16,611 $158K
Guggenheim Capital LLC 0.00% Reduce -40.2% 16,527 $158K
Redwood Financial Network Corp 0.12% No change 16,362 $156K
Armor Investment Advisors, LLC 0.06% Add +11.6% 16,300 $156K
Cobblestone Capital Advisors LLC 0.01% Reduce -11.3% 16,280 $155K
Capital Advisory Group Advisory Services, LLC 0.06% Reduce -11.5% 16,200 $155K
Beaumont Financial Advisors, LLC 0.01% Add +3.2% 16,044 $153K
Cozad Asset Management Inc. 0.02% No change 15,874 $151K
Brevan Howard Capital Management LP 0.00% Add +32.1% 15,796 $151K
Kovack Advisors, Inc. 0.02% No change 15,406 $147K
Centiva Capital, LP 0.01% New 15,328 $146K
De Lisle Partners LLP 0.02% No change 15,305 $146K
Allworth Financial LP 0.00% Add +0.2% 16,140 $143K
Creative Financial Designs Inc. 0.01% Add +0.3% 14,904 $142K
Kingstone Capital Partners Texas, LLC 0.11% Add +5.6% 14,870 $142K
Focus Financial Network, Inc. 0.01% No change 14,788 $141K
First National Trust Co 0.01% No change 14,686 $140K
Nicholas Hoffman & Company, LLC. 0.01% No change 14,354 $137K
Central Pacific Bank - Trust Division 0.02% No change 14,200 $135K
Integrity Alliance, Llc. 0.01% Add +1.9% 14,016 $134K
Advisory Services Network, LLC 0.00% Add +17.7% 13,966 $133K
WealthPlan Investment Management, LLC 0.01% No change 13,931 $133K
Empowered Funds, LLC 0.00% New 13,761 $131K
Citadel Advisors 0.00% New 13,386 $128K
Hutchens & Kramer Investment Management Group, LLC 0.07% No change 13,285 $127K
Brown Advisory Inc. 0.00% No change 13,200 $126K
Soltis Investment Advisors LLC 0.01% New 13,146 $125K
Sound Income Strategies, LLC 0.01% Reduce -1.9% 12,730 $121K
Cwm, LLC 0.00% Reduce -14.4% 12,515 $119K
AlphaStar Capital Management, LLC 0.01% Reduce -18.3% 12,199 $116K
Insigneo Advisory Services, LLC 0.01% Add +2.4% 12,182 $116K
Register Financial Advisors LLC 0.06% Add +0.4% 12,178 $116K
Brookstone Capital Management 0.00% Reduce -11.0% 12,106 $115K
Jackson Hole Capital Partners, LLC 0.02% No change 12,055 $115K
Sanctuary Advisors, LLC 0.00% Reduce -7.6% 11,969 $114K
Sowell Financial Services LLC 0.01% New 11,899 $114K
Citigroup Inc. 0.00% Add +128.5% 11,754 $112K
Spire Wealth Management 0.00% No change 11,654 $111K
OneDigital Investment Advisors LLC 0.00% No change 11,275 $108K
Cambria Investment Management, L.P. 0.01% Reduce -60.6% 11,269 $108K
Roberts Financial Services LLC 0.02% Reduce -68.6% 11,212 $107K
Goldman Sachs Group Inc. 0.00% New 11,083 $106K
Advisory Alpha, LLC 0.00% Add +2.2% 10,819 $103K
Lazard Asset Management LLC 0.00% Reduce -77.5% 10,777 $102K
Mercer Global Advisors Inc. 0.00% New 10,647 $102K
Mindset Wealth Management, LLC 0.04% Reduce -59.5% 10,531 $100K
Bouchey Financial Group, Ltd. 0.01% No change 10,276 $98K
Empirical Asset Management, LLC 0.03% New 10,096 $96K
BOS Asset Management, LLC 0.03% New 10,045 $96K
Signaturefd, LLC 0.00% Reduce -0.5% 9,980 $95K
NFSG Corp 0.02% Add +14.5% 9,849 $94K
Simplex Trading, LLC 0.00% New 9,008 $85K
Ameriflex Group, Inc. 0.03% Add +3.7% 8,211 $78K
Cape Investment Advisory, Inc. 0.03% Reduce -2.2% 7,744 $74K
Larson Financial Group LLC 0.00% Add +0.7% 6,520 $62K
Quadrant Capital Group LLC 0.00% Reduce -3.3% 5,755 $55K
Pineridge Advisors LLC 0.02% No change 5,098 $49K
Mather Group, Llc. 0.00% No change 4,976 $47K
Nova Wealth Management, Inc. 0.04% No change 4,550 $43K
Nomura Asset Management Co. Ltd. 0.00% Reduce -56.1% 4,454 $42K
Wealth Preservation Advisors, LLC 0.02% — 3,050 $29K
Consultiva Wealth Management, Corp. 0.10% New 3,000 $29K
Bartlett & Co. Wealth Management LLC 0.00% No change 3,000 $29K
Northwestern Mutual Wealth Management Co. 0.00% Reduce -34.0% 2,822 $27K
Omega Advisors (Leon Cooperman) 0.00% No change 2,643 $25K
GHP Investment Advisors, Inc. 0.00% New 2,222 $21K
NewEdge Advisors, LLC 0.00% No change 2,193 $21K
Caldwell Sutter Capital, Inc. 0.01% No change 1,958 $19K
Golden State Wealth Management, LLC 0.00% New 1,915 $18K
CIBC Private Wealth Group LLC 0.00% Reduce -46.8% 2,300 $18K
MAI Capital Management 0.00% Reduce -50.0% 1,594 $15K
Parallel Advisors, LLC 0.00% Add +11.4% 1,540 $15K
Tower Research Capital LLC (TRC) 0.00% Reduce -13.9% 1,233 $12K
Private Trust Co. NA 0.00% No change 1,163 $11K
Lindbrook Capital, LLC 0.00% Add +28.3% 1,119 $11K
Founders Capital Management 0.01% No change 979 $9K
Citizens National Bank Trust Department 0.00% Reduce -6.4% 879 $8K
North Star Investment Management Corp. 0.00% No change 640 $6K
Crewe Advisors LLC 0.00% No change 630 $6K
SWAN Capital LLC 0.00% No change 603 $6K
Farther Finance Advisors, LLC 0.00% New 510 $5K
Harbour Investments, Inc. 0.00% Reduce -64.2% 335 $3K
Bogart Wealth, LLC 0.00% Reduce -30.2% 308 $3K
Comerica Bank 0.00% New 238 $2K
US Bancorp \de 0.00% No change 232 $2K
Rosenberg Matthew Hamilton 0.00% New 210 $2K
Compass Wealth Management LLC 0.00% No change 200 $2K
Garde Capital, Inc. 0.00% New 190 $2K
Smartleaf Asset Management LLC 0.00% No change 162 $2K
Costello Asset Management, INC 0.00% New 100 $954
FMR LLC 0.00% No change 86 $820
SBI Securities Co., Ltd. 0.00% No change 67 $639
Salem Investment Counselors Inc. 0.00% No change 40 $382
Huntington National Bank 0.00% No change 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.