Barings BDCBBDC
13F holders, Q1 2026 (March 31)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
Total Exit/New Position Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 29 | $7.6M |
| Exits | 33 | $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.