BARINGS BDC INC (BBDC)
Institutional ownership reported to the SEC as of Q2 2026, across 31 quarters.
198
Reporting holders
$422.9M
Reported value
47.2%
Of shares outstanding
0.3%
Held as options
-5
Holder change
Institutions report 49,455,676 shares against 104,706,884 outstanding. Shares only - option lines are excluded, which is why this can be compared with the company at all. The count comes from the cover page of the company's own most recent report, so it is dated when that was filed rather than at quarter end.
Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| BARINGS LLC | $116.2M | 13,639,681 | 2.06% | 29q | HELD |
| PRIVATE MANAGEMENT GROUP INC | $40.7M | 4,779,724 | 1.07% | 16q | +11.2%+$4.1M |
| ARES MANAGEMENT LLC | $35.5M | 4,164,327 | 1.55% | 32q | +14.7%+$4.6M |
| Cresset Asset Management, LLC | $21.7M | 2,545,273 | 0.08% | 7q | +9.5%+$1.9M |
| VAN ECK ASSOCIATES CORP | $19.7M | 2,309,564 | 0.01% | 31q | +26.6%+$4.1M |
| UBS Group AG | $17.9M | 2,105,638 | 0.00% | 31q | +33.0%+$4.5M |
| FRANKLIN RESOURCES INC | $11.6M | 1,365,788 | 0.00% | 9q | +40.7%+$3.4M |
| Russell Investments Group, Ltd. | $10.5M | 1,234,512 | 0.01% | 3q | +45.6%+$3.3M |
| TWO SIGMA INVESTMENTS, LP | $9.6M | 1,129,980 | 0.01% | 21q | +15.4%+$1.3M |
| DIMENSION CAPITAL MANAGEMENT LLC | $8.7M | 1,020,581 | 1.02% | 29q | +3.6%+$301.8K |
| MORGAN STANLEY | $8.2M | 960,577 | 0.00% | 32q | -3.7%-$317.3K |
| Focus Partners Wealth | $7.7M | 907,615 | 0.01% | 3q | -5.0%-$405.3K |
| Legal & General Group Plc | $7.5M | 879,822 | 0.00% | 31q | +3.4%+$245.3K |
| WELLS FARGO & COMPANY/MN | $6.5M | 760,559 | 0.00% | 31q | -58.9%-$9.3M |
| Muzinich & Co., Inc. | $6.1M | 714,955 | 2.08% | 31q | +2.1%+$123.5K |
| BANK OF AMERICA CORP /DE/ | $5.9M | 690,777 | 0.00% | 31q | +54.3%+$2.1M |
| RAYMOND JAMES FINANCIAL INC | $5.8M | 682,818 | 0.00% | 7q | +10.7%+$562.8K |
| Sumitomo Mitsui Trust Group, Inc. | $4.9M | 577,412 | 0.00% | 26q | HELD |
| BlackRock, Inc. | $4.3M | 509,220 | 0.00% | 8q | +3.1%+$132.1K |
| GCM Grosvenor Holdings, LLC | $4.0M | 475,000 | 0.17% | new | NEW |
| Advisors Asset Management, Inc. | $3.6M | 417,051 | 0.05% | 23q | +2.3%+$81.2K |
| Bulldog Investors, LLP | $2.9M | 336,401 | 0.63% | 5q | HELD |
| GraniteShares Advisors LLC | $2.6M | 308,352 | 1.69% | 3q | +15.1%+$343.8K |
| CONFLUENCE INVESTMENT MANAGEMENT LLC | $2.6M | 306,261 | 0.04% | 31q | -0.5%-$13.7K |
| LPL Financial LLC | $2.5M | 293,725 | 0.00% | 21q | -2.0%-$51.7K |
| OSAIC HOLDINGS, INC. | $2.5M | 293,360 | 0.00% | 26q | +4.8%+$115.2K |
| Callodine Capital Management, LP | $2.5M | 290,000 | 0.16% | 25q | +11.5%+$255.6K |
| Hennion & Walsh Asset Management, Inc. | $2.1M | 251,430 | 0.06% | 22q | +21.7%+$382.5K |
| Financial Gravity Companies, Inc. | $1.9M | 224,104 | 0.31% | 4q | -26.8%-$698.2K |
| SBE LLC DBA CEDAR COVE WEALTH PARTNERS | $1.9M | 218,811 | 0.88% | 3q | +8.3%+$142.8K |
| NEUBERGER BERMAN GROUP LLC | $1.8M | 207,324 | 0.00% | 23q | -8.6%-$167.2K |
| RIVERNORTH CAPITAL MANAGEMENT, LLC | $1.7M | 205,194 | 0.08% | new | NEW |
| Diameter Capital Partners LP | $1.6M | 193,178 | 0.07% | 3q | -86.9%-$10.9M |
| STEEL GROVE CAPITAL ADVISORS, LLC | $1.3M | 152,667 | 0.12% | 10q | -3.5%-$47.7K |
| Privium Fund Management (UK) Ltd | $1.3M | 150,500 | 0.53% | new | NEW |
| HighTower Advisors, LLC | $1.3M | 146,841 | 0.00% | 21q | +0.8%+$10.1K |
| HUB Investment Partners, LLC | $1.2M | 137,608 | 0.02% | 2q | -14.9%-$204.8K |
| Cliffwater LLC | $1.1M | 126,753 | 0.27% | 29q | HELD |
| MARSHALL WACE, LLP | $1.0M | 122,815 | 0.00% | new | NEW |
| CITADEL ADVISORS LLC | $1.0M | 103,326 | 0.00% | new | NEW |
| Invesco Ltd. | $945.5K | 110,976 | 0.00% | 11q | HELD |
| Balyasny Asset Management L.P. | $936.2K | 109,880 | 0.00% | 2q | +39.5%+$265.2K |
| SageGuard Financial Group, LLC | $902.0K | 105,864 | 0.13% | 3q | -2.1%-$19.2K |
| SAXON INTERESTS, INC. | $895.1K | 105,056 | 0.25% | 3q | +14.8%+$115.4K |
| HBK INVESTMENTS L P | $852.0K | options only | 0.01% | new | OPTIONS |
| &PARTNERS | $848.7K | 99,610 | 0.00% | 11q | -1.8%-$15.3K |
| BLAIR WILLIAM & CO/IL | $842.1K | 98,833 | 0.00% | 2q | +566.3%+$715.7K |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $802.7K | 93,664 | 0.00% | 9q | +4.6%+$35.5K |
| DENALI ADVISORS LLC | $708.7K | 83,182 | 0.07% | 8q | -8.6%-$67.0K |
| Ethos Financial Group, LLC | $695.4K | 81,620 | 0.05% | 6q | -2.9%-$20.6K |
| Apollon Wealth Management, LLC | $659.0K | 77,351 | 0.01% | 16q | +16.5%+$93.3K |
| Cetera Investment Advisers | $638.6K | 74,953 | 0.00% | 18q | -1.1%-$6.8K |
| FreeGulliver LLC | $634.0K | 74,409 | 0.22% | new | NEW |
| Prime Capital Investment Advisors, LLC | $608.0K | 71,366 | 0.01% | 17q | -5.3%-$34.1K |
| Caliber Wealth Management, LLC / KS | $602.2K | 70,685 | 0.06% | 6q | -12.4%-$84.9K |
| Kestra Advisory Services, LLC | $536.3K | 62,949 | 0.00% | 18q | +3.6%+$18.8K |
| Tidal Investments LLC | $524.7K | 61,589 | 0.00% | 3q | +5.3%+$26.2K |
| MML INVESTORS SERVICES, LLC | $522.3K | 61,301 | 0.00% | 8q | +45.7%+$163.8K |
| Campbell & CO Investment Adviser LLC | $520.6K | 61,107 | 0.03% | 6q | +34.2%+$132.6K |
| STIFEL FINANCIAL CORP | $515.5K | 60,501 | 0.00% | 31q | +0.5%+$2.8K |
| COMMONWEALTH EQUITY SERVICES, LLC | $490.9K | 57,619 | 0.00% | 18q | +13.3%+$57.7K |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $472.8K | 36,898 | 0.00% | 12q | +205.0%+$317.8K |
| PFG Investments, LLC | $427.1K | 50,135 | 0.02% | 10q | +5.1%+$20.5K |
| XTX Topco Ltd | $419.3K | 49,217 | 0.01% | 3q | +52.1%+$143.7K |
| Lido Advisors, LLC | $412.8K | 48,451 | 0.00% | 11q | -8.2%-$37.1K |
| Bison Wealth, LLC | $400.4K | 46,939 | 0.04% | 4q | HELD |
| Virtus Investment Advisers, LLC | $394.2K | 46,262 | 0.09% | 6q | -17.4%-$82.9K |
| MQS Management LLC | $368.2K | 43,211 | 0.45% | 2q | -8.5%-$34.3K |
| Gotham Asset Management, LLC | $340.8K | 40,000 | 0.00% | 6q | +60.0%+$127.8K |
| D. E. Shaw & Co., Inc. | $321.0K | 37,677 | 0.00% | 2q | -87.7%-$2.3M |
| Closed-End Fund Advisors, Inc. | $300.6K | 35,284 | 0.29% | 3q | -11.5%-$38.9K |
| Curi Capital, LLC | $279.7K | 32,827 | 0.00% | 23q | HELD |
| Prosperity Consulting Group, LLC | $275.5K | 32,331 | 0.01% | 4q | HELD |
| Western Wealth Management, LLC | $272.0K | 31,929 | 0.01% | 18q | -1.0%-$2.7K |
| MACKENZIE FINANCIAL CORP | $264.2K | 31,006 | 0.00% | 2q | +84.7%+$121.1K |
| ROYAL BANK OF CANADA | $258.0K | 30,370 | 0.00% | 25q | +1.6%+$4.2K |
| Creative Planning | $248.7K | 29,194 | 0.00% | 16q | HELD |
| Sunbeam Capital Management, LLC | $240.8K | 28,257 | 0.11% | 4q | HELD |
| Coppell Advisory Solutions LLC | $240.3K | 3,292 | 0.02% | new | NEW |
| Sigma Planning Corp | $237.3K | 27,848 | 0.01% | 10q | -4.2%-$10.4K |
| Waverly Advisors, LLC | $236.9K | 27,800 | 0.00% | 10q | -12.9%-$35.1K |
| BFSG, LLC | $232.9K | 27,335 | 0.02% | 12q | +17.9%+$35.4K |
| EAGLE GLOBAL ADVISORS LLC | $232.6K | 27,295 | 0.01% | 12q | -8.2%-$20.9K |
| DRW Securities, LLC | $231.9K | 27,218 | 0.01% | 2q | +20.6%+$39.5K |
| MERCER GLOBAL ADVISORS INC /ADV | $221.9K | 26,048 | 0.00% | 6q | +141.5%+$130.0K |
| Arkadios Wealth Advisors | $208.9K | 24,521 | 0.00% | 18q | -29.0%-$85.3K |
| Triumph Capital Management | $207.6K | 24,366 | 0.04% | 13q | HELD |
| Advisor OS, LLC | $204.9K | 24,055 | 0.01% | 2q | -11.5%-$26.6K |
| CAPTRUST FINANCIAL ADVISORS | $204.7K | 24,026 | 0.00% | 2q | +12.0%+$22.0K |
| CAXTON ASSOCIATES LLP | $203.8K | 23,921 | 0.00% | 6q | -21.4%-$55.4K |
| STEPHENS INC /AR/ | $200.9K | 23,576 | 0.00% | 15q | +0.8%+$1.6K |
| Merit Financial Group, LLC | $195.1K | 22,896 | 0.00% | 5q | +100.0%+$97.5K |
| Raleigh Capital Management Inc. | $193.1K | 22,665 | 0.06% | 18q | HELD |
| Advyzon Investment Management, LLC | $192.1K | 22,543 | 0.01% | 5q | -2.3%-$4.5K |
| Ausdal Financial Partners, Inc. | $191.8K | 22,507 | 0.01% | 18q | -24.7%-$63.0K |
| Koshinski Asset Management, Inc. | $189.2K | 22,205 | 0.01% | 22q | -23.7%-$58.8K |
| Cerity Partners LLC | $186.7K | 21,919 | 0.00% | 3q | -11.6%-$24.4K |
| Essex Financial Services, Inc. | $182.2K | 21,386 | 0.01% | 8q | -28.1%-$71.2K |
| VARCOV Co. | $172.2K | 20,215 | 0.07% | new | NEW |
| Patriot Financial Group Insurance Agency, LLC | $168.0K | 19,714 | 0.02% | 18q | -49.1%-$161.9K |
Showing the largest 100 of 207 reported holders.
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 198 | $422.9M | 49,455,676 | 26 | 64 | 56 | 0.3% |
| Q1 2026 | 203 | $379.2M | 46,039,843 | 30 | 60 | 58 | 0.0% |
| Q4 2025 | 209 | $415.0M | 45,146,491 | 36 | 51 | 59 | 0.2% |
| Q3 2025 | 202 | $372.4M | 42,386,077 | 30 | 62 | 49 | 0.2% |
| Q2 2025 | 189 | $383.4M | 41,867,971 | 22 | 67 | 54 | 0.2% |
| Q1 2025 | 198 | $397.1M | 41,319,987 | 30 | 61 | 49 | 0.8% |
| Q4 2024 | 185 | $392.1M | 40,891,651 | 17 | 54 | 49 | 0.2% |
| Q3 2024 | 187 | $395.3M | 40,005,555 | 24 | 43 | 53 | 0.3% |
| Q2 2024 | 180 | $391.8M | 39,909,442 | 24 | 51 | 47 | 0.3% |
| Q1 2024 | 181 | $413.8M | 44,150,820 | 19 | 48 | 57 | 0.4% |
| Q4 2023 | 190 | $390.0M | 45,084,837 | 23 | 53 | 58 | 0.5% |
| Q3 2023 | 190 | $408.9M | 45,674,387 | 21 | 64 | 46 | 0.2% |
| Q2 2023 | 189 | $378.3M | 48,193,951 | 23 | 46 | 64 | 0.0% |
| Q1 2023 | 189 | $398.4M | 50,110,047 | 17 | 54 | 62 | 0.1% |
| Q4 2022 | 181 | $399.1M | 48,974,099 | 30 | 42 | 64 | 0.0% |
| Q3 2022 | 204 | $443.7M | 53,636,191 | 27 | 55 | 62 | 0.0% |
| Q2 2022 | 216 | $495.5M | 53,076,103 | 41 | 61 | 68 | 0.0% |
| Q1 2022 | 212 | $533.0M | 51,502,061 | 110 | 55 | 19 | 0.0% |
| Q4 2021 | 113 | $615.1M | 55,821,274 | 12 | 41 | 34 | 0.0% |
| Q3 2021 | 111 | $466.3M | 42,258,896 | 12 | 38 | 34 | 0.1% |
| Q2 2021 | 114 | $459.2M | 43,401,213 | 17 | 40 | 30 | 0.2% |
| Q1 2021 | 108 | $437.8M | 43,696,041 | 17 | 33 | 29 | 0.4% |
| Q4 2020 | 104 | $426.4M | 46,321,883 | 37 | 43 | 15 | 0.1% |
| Q3 2020 | 76 | $289.9M | 36,117,182 | 8 | 25 | 20 | 0.3% |
| Q2 2020 | 72 | $285.3M | 35,787,284 | 5 | 29 | 22 | 0.1% |
| Q1 2020 | 76 | $271.5M | 36,279,686 | 17 | 26 | 21 | 0.0% |
| Q4 2019 | 79 | $377.2M | 36,726,228 | 10 | 20 | 24 | 0.0% |
| Q3 2019 | 81 | $364.9M | 35,944,107 | 6 | 26 | 27 | 0.0% |
| Q2 2019 | 91 | $488.8M | 49,512,098 | 16 | 30 | 20 | 0.3% |
| Q1 2019 | 89 | $205.6M | 20,793,394 | 17 | 22 | 30 | 0.5% |
| Q4 2018 | 92 | $315.5M | 33,883,921 | 1 | 1 | 5 | 0.1% |