Barings BDCBBDC

13F holders, Q1 2026 (March 31)
211holders −7
29new positions
33sold out
3famous investors
$8.23avg. 13F price*

At the end of Q1 2026, 211 institutions reported holding Barings BDC Inc. (BBDC) in their 13F filings, down 7 from Q4 2025. 29 opened new positions and 33 sold out. The largest holders were Barings LLC ($112.3M), Private Management Group Inc. ($35.4M) and Ares Management LLC ($29.9M). 3 famous investors held it, including David E. Shaw (0.0% of D. E. Shaw & Co.'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 Q4 2025 → Q1 2026

InstitutionsTotal Value
New Positions29$7.6M
Exits33$18.3M

All 13F filers, Q4 2025 → Q1 2026: 4,475,845 shares bought and 4,186,051 shares sold, net +289,794 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 211 holders

Barings LLC 1.87% No change 13,639,681 $112.3M
Private Management Group Inc. 1.02% Add +14.2% 4,300,188 $35.4M
Ares Management LLC 1.97% Add +1.1% 3,630,176 $29.9M
Cresset Asset Management, LLC 0.08% Add +18.9% 2,324,330 $19.1M
Van Eck Associates Corp. 0.01% Reduce -20.5% 1,824,915 $15.0M
UBS Group AG 0.00% Add +6.0% 1,582,792 $13.0M
Diameter Capital Partners LP 2.71% Add +52.3% 1,471,800 $12.1M
Morgan Stanley 0.00% Add +10.9% 997,816 $8.2M
Dimension Capital Management LLC 1.14% Add +29.8% 985,162 $8.1M
Two Sigma Investments, LP 0.01% Add +33.6% 979,333 $8.1M
Franklin Resources Inc. 0.00% Add +10.2% 970,764 $8.0M
Focus Partners Wealth 0.01% Reduce -4.8% 955,183 $7.9M
Wells Fargo & Company 0.00% Add +5.2% 925,422 $7.6M
Legal & General Group Plc 0.00% Add +13.3% 850,977 $7.0M
Russell Investments Group, Ltd. 0.01% Add +181.2% 847,774 $7.0M
Muzinich & Co., Inc. 2.02% Add +0.2% 700,459 $5.8M
Raymond James Financial Inc. 0.00% Reduce -5.3% 616,756 $5.1M
Sumitomo Mitsui Trust Group, Inc. 0.00% No change 577,412 $4.8M
BlackRock, Inc. 0.00% Reduce -41.8% 493,714 $4.1M
Bank of America Corp. 0.00% Reduce -15.1% 447,627 $3.7M
Advisors Asset Management, Inc. 0.06% Add +4.0% 407,523 $3.4M
Bulldog Investors, LLP 0.62% Add +5.5% 334,904 $2.8M
Confluence Investment Management LLC 0.04% Reduce -10.3% 307,872 $2.5M
D. E. Shaw & Co. 0.00% New 305,877 $2.5M
LPL Financial LLC 0.00% Add +7.3% 299,794 $2.5M
Osaic Holdings, Inc. 0.00% Reduce -7.0% 279,838 $2.3M
GraniteShares Advisors LLC 1.59% Reduce -10.3% 268,002 $2.2M
Callodine Capital Management, LP 0.15% Reduce -27.1% 260,000 $2.1M
BI Asset Management Fondsmaeglerselskab A/S 0.02% Add +11.3% 246,759 $2.0M
Financial Gravity Asset Management, Inc. 0.35% Add +1116.0% 240,300 $2.0M
Neuberger Berman Group LLC 0.00% Reduce -2.5% 226,950 $1.9M
Hennion & Walsh Asset Management, Inc. 0.06% Add +29.5% 206,535 $1.7M
Sbe LLC Dba Cedar Cove Wealth Partners 0.87% Add +4.5% 202,054 $1.7M
Cambridge Investment Research Advisors, Inc. 0.00% Reduce -4.9% 195,336 $1.6M
Lansforsakringar Fondforvaltning AB (publ) 0.01% Add +10.8% 185,152 $1.5M
HUB Investment Partners, LLC 0.03% New 161,646 $1.3M
Steel Grove Capital Advisors, LLC 0.14% Add +28.8% 158,262 $1.3M
Thrivent Financial for Lutherans 0.00% Add +30.6% 148,899 $1.2M
HighTower Advisors, LLC 0.00% Add +3.6% 145,656 $1.2M
Cliffwater LLC 0.28% No change 126,753 $1.0M
CANADA LIFE ASSURANCE Co 0.00% Reduce -17.7% 114,670 $949K
Invesco Ltd. 0.00% Add +14.3% 110,729 $911K
SageGuard Financial Group, LLC 0.14% Add +0.8% 108,117 $890K
&partners 0.00% Add +3.6% 101,410 $835K
Ethos Financial Group, LLC 0.06% No change 84,035 $771K
Saxon Interests, Inc. 0.26% Add +3.5% 91,509 $753K
Denali Advisors LLC 0.08% Reduce -3.2% 91,047 $749K
Wealth Enhancement Advisory Services, LLC 0.00% Reduce -40.3% 89,521 $749K
Caliber Wealth Management, LLC / KS 0.07% Reduce -33.8% 80,650 $664K
Balyasny Asset Management L.P. 0.00% New 78,752 $648K
Dynamic Technology Lab Private Ltd 0.10% Add +191.4% 76,271 $628K
Cetera Investment Advisers 0.00% Reduce -6.0% 75,754 $623K
Prime Capital Investment Advisors, LLC 0.01% Reduce -0.0% 75,366 $620K
Apollon Wealth Management, LLC 0.01% Reduce -7.3% 66,399 $546K
Kestra Advisory Services, LLC 0.00% Add +16.7% 60,737 $500K
Stifel Financial Corp. 0.00% Add +85.2% 60,173 $495K
Tidal Investments LLC 0.00% Add +59.3% 58,510 $482K
Virtus Investment Advisers, LLC 0.13% Reduce -21.8% 55,991 $461K
Lido Advisors, LLC 0.00% Reduce -1.0% 52,801 $435K
Commonwealth Equity Services, LLC 0.00% Reduce -7.0% 50,844 $418K
Millennium Management 0.00% Reduce -31.6% 49,828 $410K
Bison Wealth, LLC 0.04% No change 46,939 $404K
PFG Investments, LLC 0.02% Add +4.6% 47,724 $393K
Brevan Howard Capital Management LP 0.00% New 47,431 $390K
MQS Management LLC 0.26% New 47,235 $389K
LSV Asset Management 0.00% No change 46,700 $384K
Campbell & CO Investment Adviser LLC 0.02% Add +25.3% 45,546 $375K
MML Investors Services, LLC 0.00% Reduce -11.7% 42,080 $346K
Jane Street Group, LLC 0.00% Reduce -89.3% 41,020 $338K
Closed-End Fund Advisors, Inc. 0.33% Reduce -79.4% 39,847 $328K
Patriot Financial Group Insurance Agency, LLC 0.02% Add +99.9% 38,714 $319K
OneDigital Investment Advisors LLC 0.00% No change 35,712 $294K
Arkadios Wealth Advisors 0.00% Add +15.0% 34,536 $284K
Curi Capital, LLC 0.00% Add +3.3% 32,827 $270K
World Investment Advisors 0.00% Reduce -6.3% 32,360 $266K
XTX Topco Ltd 0.00% Reduce -2.2% 32,355 $266K
Prosperity Consulting Group, LLC 0.01% Reduce -32.6% 32,327 $266K
Western Wealth Management, LLC 0.01% No change 32,251 $265K
Waverly Advisors, LLC 0.00% Reduce -0.6% 31,925 $263K
nVerses Capital, LLC 0.23% New 31,356 $258K
Caxton Associates LLP 0.01% Reduce -15.4% 30,422 $250K
Ausdal Financial Partners, Inc. 0.01% Reduce -2.2% 29,903 $246K
Royal Bank of Canada 0.00% Reduce -1.4% 29,881 $246K
Essex Financial Services, Inc. 0.01% Add +3.8% 29,748 $245K
Eagle Global Advisors LLC 0.01% No change 29,745 $245K
Creative Planning 0.00% Add +8.0% 29,307 $241K
Koshinski Asset Management, Inc. 0.01% Reduce -1.1% 29,105 $240K
Sigma Planning Corp 0.01% Reduce -4.1% 29,066 $239K
Sunbelt Securities, Inc. 0.02% Reduce -23.4% 28,965 $238K
Sunbeam Capital Management, LLC 0.13% No change 28,257 $233K
Ameriprise Financial Inc. 0.00% Add +3.8% 27,483 $226K
Wedbush Securities Inc. 0.01% Add +8.9% 27,386 $225K
Advisor OS, LLC 0.02% New 27,181 $224K
Entropy Technologies, LP 0.01% New 25,647 $211K
Gotham Asset Management 0.00% No change 25,000 $206K
Cerity Partners LLC 0.00% Add +99.6% 24,783 $204K
Triumph Capital Management 0.04% No change 24,366 $201K
Stephens Inc. 0.00% Reduce -2.6% 23,393 $193K
Bfsg, LLC 0.02% Add +5.4% 23,185 $191K
Advyzon Investment Management, LLC 0.02% Add +37.1% 23,066 $190K

"% 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