Barings BDCBBDC

13F holders, Q3 2025 (September 30)
210holders +14
32new positions
17sold out
3famous investors
$8.77avg. 13F price*

At the end of Q3 2025, 210 institutions reported holding Barings BDC Inc. (BBDC) in their 13F filings, up 14 from Q2 2025. 32 opened new positions and 17 sold out. The largest holders were Barings LLC ($119.5M), Ares Management LLC ($33.3M) and Private Management Group Inc. ($28.8M). 3 famous investors held it, including Paul Tudor Jones (0.0% of Tudor Investment Corporation's portfolio), Joel Greenblatt (0.0% of Gotham Asset Management'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 Q2 2025 → Q3 2025

InstitutionsTotal Value
New Positions32$7.5M
Exits17$2.3M

All 13F filers, Q2 2025 → Q3 2025: 2,911,606 shares bought and 1,979,324 shares sold, net +932,282 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 210 holders

Barings LLC 2.34% No change 13,639,681 $119.5M
Ares Management LLC 1.53% No change 3,797,112 $33.3M
Private Management Group Inc. 0.86% Add +4.1% 3,284,457 $28.8M
Van Eck Associates Corp. 0.02% Add +5.8% 2,479,942 $21.7M
Cresset Asset Management, LLC 0.08% Add +5.8% 2,114,487 $18.5M
UBS Group AG 0.00% Add +2.3% 1,208,479 $10.6M
Invesco Ltd. 0.00% Add +3.6% 1,160,864 $10.2M
NorthCoast Asset Management LLC 0.03% Reduce -6.6% 972,322 $8.5M
Franklin Resources Inc. 0.00% Add +7.0% 884,841 $7.8M
Wells Fargo & Company 0.00% Add +5.0% 879,832 $7.7M
Two Sigma Advisers, LP 0.02% Reduce -20.4% 867,600 $7.6M
BlackRock, Inc. 0.00% Add +36.1% 864,196 $7.6M
Morgan Stanley 0.00% Reduce -10.2% 773,218 $6.8M
Dimension Capital Management LLC 0.82% Add +9.6% 641,337 $5.6M
Legal & General Group Plc 0.00% Reduce -11.7% 632,956 $5.5M
Two Sigma Investments, LP 0.01% Add +10.4% 621,196 $5.4M
Bank of America Corp. 0.00% Add +28.8% 613,247 $5.4M
Rivernorth Capital Management, LLC 0.30% Add +46.5% 602,474 $5.3M
Muzinich & Co., Inc. 1.65% Add +66.8% 486,098 $4.3M
Sumitomo Mitsui Trust Group, Inc. 0.00% Add +66.8% 486,098 $4.3M
BI Asset Management Fondsmaeglerselskab A/S 0.04% Add +6.4% 467,285 $4.1M
Advisors Asset Management, Inc. 0.07% Add +6.3% 439,202 $3.8M
Steel Grove Capital Advisors, LLC 0.39% No change 359,280 $3.3M
Osaic Holdings, Inc. 0.00% Reduce -2.0% 329,714 $3.2M
Confluence Investment Management LLC 0.05% Reduce -13.8% 364,620 $3.2M
LPL Financial LLC 0.00% Add +8.6% 304,754 $2.7M
Callodine Capital Management, LP 0.24% Add +7.0% 304,024 $2.7M
Neuberger Berman Group LLC 0.00% Add +8.0% 259,413 $2.3M
Skandinaviska Enskilda Banken AB (publ) 0.01% No change 239,440 $2.1M
Cambridge Investment Research Advisors, Inc. 0.01% Add +6.9% 232,938 $2.0M
Hennion & Walsh Asset Management, Inc. 0.06% Reduce -22.6% 187,493 $1.6M
Raymond James Financial Inc. 0.00% Reduce -54.2% 154,535 $1.4M
Caliber Wealth Management, LLC / KS 0.15% Reduce -27.0% 153,739 $1.3M
HUB Investment Partners, LLC 0.05% New 146,016 $1.3M
Wealth Enhancement Advisory Services, LLC 0.00% Reduce -4.8% 148,709 $1.3M
HighTower Advisors, LLC 0.00% Add +0.0% 140,812 $1.2M
JPMorgan Chase & Co. 0.00% Add +18.2% 137,323 $1.2M
Trexquant Investment LP 0.01% Reduce -52.8% 136,824 $1.2M
Marshall Wace, LLP 0.00% Add +212.2% 132,777 $1.2M
CANADA LIFE ASSURANCE Co 0.00% Add +47.3% 131,403 $1.2M
Cliffwater LLC 0.23% No change 126,753 $1.1M
Denali Advisors LLC 0.11% Reduce -15.7% 113,458 $994K
Icon Advisers Inc. 0.21% New 109,699 $961K
&partners 0.01% Reduce -2.2% 97,910 $858K
Cetera Investment Advisers 0.00% Add +6.9% 87,877 $770K
Nilsine Partners, LLC 0.07% Reduce -3.4% 86,948 $762K
Ethos Financial Group, LLC 0.06% Add +18.8% 86,645 $759K
Virtus Investment Advisers, LLC 0.22% Reduce -6.7% 86,066 $754K
Prime Capital Investment Advisors, LLC 0.01% Add +36.3% 84,735 $742K
MML Investors Services, LLC 0.00% Add +12.9% 84,627 $741K
Prevail Innovative Wealth Advisors, LLC 0.14% New 81,865 $717K
Northern Trust Corp. 0.00% Add +13.7% 71,955 $630K
Prosperity Consulting Group, LLC 0.03% New 67,971 $595K
Bulldog Investors, LLP 0.14% Reduce -68.0% 67,422 $591K
Apollon Wealth Management, LLC 0.01% Add +3.3% 64,774 $567K
Kestra Advisory Services, LLC 0.00% Reduce -15.4% 62,322 $546K
HighPoint Advisor Group LLC 0.02% Reduce -1.0% 57,698 $505K
Jane Street Group, LLC 0.00% New 57,631 $505K
Commonwealth Equity Services, LLC 0.00% Add +2.1% 57,008 $499K
Lido Advisors, LLC 0.00% Add +0.1% 55,490 $486K
Campbell & CO Investment Adviser LLC 0.04% Reduce -5.6% 55,468 $486K
Bard Associates Inc. 0.13% Reduce -19.4% 54,252 $475K
Citigroup Inc. 0.00% Add +36.6% 53,135 $465K
Verition Fund Management LLC 0.00% Add +34.8% 52,049 $456K
LSV Asset Management 0.00% Add +29.4% 46,700 $409K
Mercer Global Advisors Inc. 0.00% Add +10.3% 45,938 $402K
Waverly Advisors, LLC 0.00% Reduce -4.9% 42,112 $369K
Stifel Financial Corp. 0.00% Reduce -3.4% 41,968 $368K
Koshinski Asset Management, Inc. 0.03% Reduce -5.8% 41,422 $363K
Arete Wealth Advisors, LLC 0.02% Add +11.4% 40,921 $358K
Bank of Montreal 0.00% New 40,573 $355K
Sunbelt Securities, Inc. 0.02% Reduce -28.6% 37,767 $331K
T. Rowe Price Associates Inc. 0.00% New 36,274 $318K
Caxton Associates LLP 0.01% Add +59.1% 35,959 $315K
Bison Wealth, LLC 0.03% New 35,000 $315K
OneDigital Investment Advisors LLC 0.00% Add +9.9% 35,791 $314K
Eagle Global Advisors LLC 0.01% No change 34,295 $300K
Summit Financial, LLC 0.00% New 33,529 $294K
Raleigh Capital Management Inc. 0.11% Add +0.3% 32,891 $288K
Western Wealth Management, LLC 0.01% Add +91.1% 32,301 $283K
Curi Capital, LLC 0.01% No change 31,772 $278K
Tudor Investment Corporation 0.00% Reduce -92.3% 31,159 $273K
Ausdal Financial Partners, Inc. 0.01% Add +2.0% 29,997 $263K
Creative Planning 0.00% Add +5.1% 29,375 $257K
Sigma Planning Corp 0.01% Reduce -2.1% 28,537 $250K
CreativeOne Wealth, LLC 0.01% Reduce -18.9% 28,135 $246K
Ameriprise Financial Inc. 0.00% Reduce -5.2% 28,119 $246K
Arkadios Wealth Advisors 0.01% Add +1.4% 27,120 $238K
Essex Financial Services, Inc. 0.01% Add +0.1% 26,347 $231K
Seven Mile Advisory 0.04% New 26,227 $230K
Wedbush Securities Inc. 0.01% Add +1.0% 25,116 $220K
Gotham Asset Management 0.00% No change 25,000 $219K
Royal Bank of Canada 0.00% Reduce -58.9% 24,934 $218K
Triumph Capital Management 0.06% No change 24,366 $213K
Stephens Inc. 0.00% Add +3.5% 23,847 $209K
Millennium Management 0.00% New 23,393 $205K
Patriot Financial Group Insurance Agency, LLC 0.02% Add +1.3% 22,187 $194K
Chicago Partners Investment Group LLC 0.00% Reduce -1.1% 20,439 $187K
Envestnet Asset Management Inc. 0.00% Reduce -30.1% 20,759 $182K
Consolidated Portfolio Review Corp 0.02% No change 20,556 $180K

"% 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 210 holders