Barings BDCBBDC

13F holders, Q2 2025 (June 30)
196holders −15
21new positions
38sold out
2famous investors
$9.14avg. 13F price*

At the end of Q2 2025, 196 institutions reported holding Barings BDC Inc. (BBDC) in their 13F filings, down 15 from Q1 2025. 21 opened new positions and 38 sold out. The largest holders were Barings LLC ($124.7M), Ares Management LLC ($34.7M) and Private Management Group Inc. ($28.8M). 2 famous investors held it, including Paul Tudor Jones (0.0% of Tudor Investment Corporation'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 Q1 2025 → Q2 2025

InstitutionsTotal Value
New Positions21$8.8M
Exits38$12.8M

All 13F filers, Q1 2025 → Q2 2025: 3,033,933 shares bought and 2,500,737 shares sold, net +533,196 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 196 holders

Barings LLC 2.99% No change 13,639,681 $124.7M
Ares Management LLC 1.77% Add +5.3% 3,797,112 $34.7M
Private Management Group Inc. 0.94% Add +1.9% 3,156,257 $28.8M
Van Eck Associates Corp. 0.02% Add +7.8% 2,343,401 $21.4M
Cresset Asset Management, LLC 0.09% Add +2.0% 1,999,478 $18.3M
UBS Group AG 0.00% Add +38.8% 1,181,060 $10.8M
Invesco Ltd. 0.00% Add +1.3% 1,120,093 $10.2M
Two Sigma Advisers, LP 0.02% Reduce -16.7% 1,089,200 $10.0M
NorthCoast Asset Management LLC 0.04% Reduce -3.0% 1,040,546 $9.5M
Morgan Stanley 0.00% Reduce -10.5% 861,363 $7.9M
Wells Fargo & Company 0.00% Add +2.9% 838,365 $7.7M
Franklin Resources Inc. 0.00% Add +18.1% 826,659 $7.6M
Legal & General Group Plc 0.00% Add +3.4% 716,611 $6.6M
BlackRock, Inc. 0.00% Add +20.4% 635,048 $5.8M
Dimension Capital Management LLC 0.84% Add +8.3% 584,931 $5.3M
Two Sigma Investments, LP 0.01% Reduce -23.2% 562,562 $5.1M
Bank of America Corp. 0.00% Add +1.8% 476,325 $4.4M
BI Asset Management Fondsmaeglerselskab A/S 0.04% Add +17.9% 439,346 $4.0M
Confluence Investment Management LLC 0.05% Reduce -18.6% 422,892 $3.9M
Advisors Asset Management, Inc. 0.07% Add +3.5% 413,259 $3.8M
Rivernorth Capital Management, LLC 0.21% New 411,254 $3.8M
Tudor Investment Corporation 0.03% Reduce -14.3% 405,104 $3.7M
Steel Grove Capital Advisors, LLC 0.39% Add +487.5% 359,280 $3.3M
Raymond James Financial Inc. 0.00% Add +4.3% 337,247 $3.1M
Osaic Holdings, Inc. 0.01% Reduce -3.7% 336,307 $3.1M
Financial Gravity Companies, Inc. 0.55% — 306,055 $2.8M
Muzinich & Co., Inc. 1.22% Add +10.8% 291,373 $2.7M
Sumitomo Mitsui Trust Group, Inc. 0.00% Add +10.8% 291,373 $2.7M
Trexquant Investment LP 0.03% Add +97.0% 289,844 $2.6M
Callodine Capital Management, LP 0.27% Reduce -5.3% 284,024 $2.6M
LPL Financial LLC 0.00% Reduce -4.6% 280,711 $2.6M
Hennion & Walsh Asset Management, Inc. 0.09% Reduce -35.4% 242,327 $2.2M
Neuberger Berman Group LLC 0.00% Add +10.9% 240,317 $2.2M
Skandinaviska Enskilda Banken AB (publ) 0.01% No change 239,440 $2.2M
Cambridge Investment Research Advisors, Inc. 0.01% Add +5.2% 217,821 $2.0M
Caliber Wealth Management, LLC / KS 0.21% Reduce -12.7% 210,592 $1.9M
Bulldog Investors, LLP 0.49% New 210,501 $1.9M
Wealth Enhancement Advisory Services, LLC 0.00% Add +2.6% 156,268 $1.5M
Y-Intercept (Hong Kong) Ltd 0.03% New 142,749 $1.3M
HighTower Advisors, LLC 0.00% No change 140,788 $1.3M
Denali Advisors LLC 0.13% Reduce -2.6% 134,504 $1.2M
Cliffwater LLC 0.24% No change 126,753 $1.2M
JPMorgan Chase & Co. 0.00% Reduce -23.3% 116,149 $1.1M
&partners 0.01% Add +2.1% 100,086 $915K
Virtus Investment Advisers, LLC 0.29% Add +3.7% 92,258 $843K
Nilsine Partners, LLC 0.08% New 90,011 $823K
CANADA LIFE ASSURANCE Co 0.00% Reduce -2.1% 89,210 $817K
Cetera Investment Advisers 0.00% Add +8.8% 82,171 $751K
MML Investors Services, LLC 0.00% Add +35.5% 74,970 $685K
Kestra Advisory Services, LLC 0.00% Add +23.8% 73,670 $673K
Ethos Financial Group, LLC 0.06% Add +13.1% 72,924 $667K
Bard Associates Inc. 0.20% Reduce -0.8% 67,319 $615K
Northern Trust Corp. 0.00% Add +144.1% 63,262 $578K
Apollon Wealth Management, LLC 0.01% Add +21.2% 62,722 $573K
Prime Capital Investment Advisors, LLC 0.01% Reduce -12.6% 62,165 $568K
Royal Bank of Canada 0.00% Add +63.5% 60,673 $555K
Campbell & CO Investment Adviser LLC 0.03% Add +206.1% 58,776 $537K
HighPoint Advisor Group LLC 0.03% Add +0.6% 58,303 $533K
Commonwealth Equity Services, LLC 0.00% Reduce -9.5% 55,848 $510K
Lido Advisors, LLC 0.00% Reduce -16.4% 55,447 $507K
Sunbelt Securities, Inc. 0.04% Add +8.3% 52,883 $506K
Steward Partners Investment Advisory, LLC 0.00% Reduce -11.8% 49,884 $456K
Waverly Advisors, LLC 0.00% Reduce -4.0% 44,283 $405K
Koshinski Asset Management, Inc. 0.03% Add +0.8% 43,977 $402K
Stifel Financial Corp. 0.00% Reduce -17.4% 43,423 $397K
Marshall Wace, LLP 0.00% Reduce -57.2% 42,529 $389K
Mercer Global Advisors Inc. 0.00% Add +291.1% 41,642 $381K
Citigroup Inc. 0.00% Add +231.0% 38,908 $356K
Verition Fund Management LLC 0.00% Reduce -23.1% 38,600 $353K
Arete Wealth Advisors, LLC 0.02% Add +0.7% 36,725 $336K
LSV Asset Management 0.00% No change 36,100 $330K
CreativeOne Wealth, LLC 0.01% Add +3.4% 34,696 $317K
Eagle Global Advisors LLC 0.01% Add +22.6% 34,295 $313K
Raleigh Capital Management Inc. 0.13% Add +0.3% 32,785 $300K
OneDigital Investment Advisors LLC 0.00% Add +188.9% 32,569 $298K
Curi Capital, LLC 0.01% Add +8.2% 31,772 $290K
Sequoia Financial Advisors, LLC 0.00% Reduce -5.6% 30,826 $282K
Envestnet Asset Management Inc. 0.00% Reduce -13.0% 29,696 $271K
Ameriprise Financial Inc. 0.00% Add +7.6% 29,669 $271K
Ausdal Financial Partners, Inc. 0.02% Add +5.0% 29,403 $269K
Mariner, LLC 0.00% Add +7.6% 29,363 $268K
Sigma Planning Corp 0.01% Add +5.8% 29,155 $266K
Creative Planning 0.00% Add +0.9% 27,943 $255K
Arkadios Wealth Advisors 0.01% Add +1.4% 26,746 $244K
Essex Financial Services, Inc. 0.02% Add +0.1% 26,320 $241K
Quantbot Technologies LP 0.01% New 25,792 $236K
Gotham Asset Management 0.00% No change 25,000 $229K
Wedbush Securities Inc. 0.01% Reduce -18.3% 24,866 $227K
Triumph Capital Management 0.07% No change 24,366 $223K
Brevan Howard Capital Management LP 0.00% Add +53.6% 24,263 $222K
Cary Street Partners Financial LLC 0.01% Add +40.2% 24,171 $221K
Virtu Financial LLC 0.01% Reduce -47.6% 23,488 $215K
Stephens Inc. 0.00% Add +0.8% 23,035 $211K
Caxton Associates LLP 0.01% No change 22,596 $207K
Patriot Financial Group Insurance Agency, LLC 0.02% Reduce -53.0% 21,895 $200K
Chicago Partners Investment Group LLC 0.01% Reduce -13.5% 20,674 $198K
Consolidated Portfolio Review Corp 0.03% Reduce -3.8% 20,556 $188K
Bfsg, LLC 0.02% Add +1.0% 20,070 $183K
Founders Financial Securities LLC 0.01% Reduce -9.5% 19,243 $176K
Geneos Wealth Management Inc. 0.00% Reduce -12.9% 19,142 $175K

"% 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 196 holders