DaveManuel.com · Institutional Ownership · Who Owns It
BARINGS BDC INC (BBDC)
Institutional ownership reported to the SEC as of Q2 2026, across 32 quarters.
207
Reporting holders
$431.9M
Reported value
48.2%
Of shares outstanding
0.1%
Calls
0.2%
Puts
-6
Holder change
Institutions report 50,513,448 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.
Calls and puts are the parts of reported value carried in derivative lines rather than shares, and they point in opposite directions: a manager holding calls is positioned for the security, one holding puts against it - or hedging shares they already own, which is why index funds carry so many. Most sites add the two together and report one figure, which averages away the only interesting part.
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 | -17.8%-$1.4M |
| 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 |
| Thrivent Financial for Lutherans | $4.1M | 475,834 | 0.01% | 3q | +219.6%+$2.8M |
| GCM Grosvenor Holdings, LLC | $4.0M | 475,000 | 0.17% | new | NEW |
| Advisors Asset Management, Inc. | $3.6M | 417,051 | 0.05% | 17q | +2.3%+$81.2K |
| Cambridge Investment Research Advisors, Inc. | $3.3M | 384,538 | 0.00% | 20q | +96.9%+$1.6M |
| 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 |
| 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 |
| CANADA LIFE ASSURANCE Co | $1.2M | 138,892 | 0.00% | 27q | +21.1%+$205.4K |
| 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 incl. $157.6K options CALL | 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 PUT | 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 |
| Diameter Capital Partners LP | $822.9K | 96,589 | 0.07% | 3q | -93.4%-$11.7M |
| 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 incl. $158.5K options CALL | 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 |
| LSV ASSET MANAGEMENT | $398.0K | 46,700 | 0.00% | 12q | 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 |
| BI Asset Management Fondsmaeglerselskab A/S | $365.0K | 42,893 | 0.00% | 15q | -82.6%-$1.7M |
| 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 |
| WEDBUSH SECURITIES INC | $238.0K | 27,886 | 0.01% | 23q | +1.8%+$4.3K |
| 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 |
| PRICE T ROWE ASSOCIATES INC /MD/ | $217.0K | 25,378 | 0.00% | 4q | +21.3%+$38.0K |
| 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 |
| Raleigh Capital Management Inc. | $193.1K | 22,665 | 0.06% | 18q | HELD |
| Virtu Financial LLC | $193.0K | 22,646 | 0.01% | new | NEW |
| Advyzon Investment Management, LLC | $192.1K | 22,543 | 0.01% | 5q | -2.3%-$4.5K |
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 |
|---|---|---|---|---|---|---|---|
| Q3 2026 | 55 | $148.8M | 17,277,422 | 5 | 20 | 14 | 0.0% |
| Q2 2026 | 207 | $431.9M | 50,513,448 | 26 | 68 | 58 | 0.3% |
| Q1 2026 | 213 | $393.1M | 47,726,767 | 30 | 64 | 62 | 0.0% |
| Q4 2025 | 221 | $440.2M | 47,846,036 | 37 | 52 | 64 | 0.2% |
| Q3 2025 | 215 | $403.7M | 45,948,637 | 32 | 72 | 50 | 0.2% |
| Q2 2025 | 201 | $414.3M | 45,232,238 | 22 | 73 | 59 | 0.2% |
| Q1 2025 | 213 | $429.2M | 44,650,261 | 32 | 68 | 55 | 0.8% |
| Q4 2024 | 201 | $432.0M | 45,057,548 | 18 | 62 | 53 | 0.2% |
| Q3 2024 | 202 | $435.6M | 44,100,029 | 26 | 51 | 58 | 0.3% |
| Q2 2024 | 194 | $428.0M | 43,610,897 | 25 | 57 | 52 | 0.3% |
| Q1 2024 | 201 | $452.1M | 48,106,368 | 27 | 53 | 63 | 0.4% |
| Q4 2023 | 204 | $417.2M | 48,255,750 | 25 | 56 | 64 | 0.5% |
| Q3 2023 | 210 | $438.9M | 48,997,642 | 24 | 70 | 51 | 0.2% |
| Q2 2023 | 210 | $405.8M | 51,690,019 | 25 | 56 | 69 | 0.0% |
| Q1 2023 | 218 | $435.3M | 54,747,334 | 24 | 64 | 68 | 0.2% |
| Q4 2022 | 221 | $683.8M | 83,899,308 | 34 | 54 | 78 | 0.0% |
| Q3 2022 | 199 | $792.0M | 95,748,413 | 24 | 53 | 62 | 0.0% |
| Q2 2022 | 216 | $3.0B | 323,051,857 | 42 | 61 | 68 | 0.0% |
| Q1 2022 | 210 | $6.2B | 595,743,691 | 109 | 55 | 18 | 0.0% |
| Q4 2021 | 113 | $1.2B | 106,582,462 | 12 | 41 | 34 | 0.0% |
| Q3 2021 | 111 | $974.5M | 88,379,729 | 12 | 38 | 34 | 0.1% |
| Q2 2021 | 114 | $460.3M | 43,501,113 | 17 | 40 | 30 | 0.2% |
| Q1 2021 | 107 | $438.7M | 43,791,639 | 17 | 32 | 29 | 0.4% |
| Q4 2020 | 104 | $427.3M | 46,421,783 | 37 | 43 | 15 | 0.1% |
| Q3 2020 | 76 | $290.7M | 36,217,082 | 8 | 25 | 20 | 0.3% |
| Q2 2020 | 72 | $286.1M | 35,887,184 | 5 | 29 | 22 | 0.1% |
| Q1 2020 | 76 | $272.2M | 36,379,586 | 17 | 26 | 21 | 0.0% |
| Q4 2019 | 79 | $378.2M | 36,826,128 | 10 | 20 | 24 | 0.0% |
| Q3 2019 | 80 | $365.9M | 36,042,107 | 5 | 26 | 27 | 0.0% |
| Q2 2019 | 91 | $1.1B | 111,986,283 | 16 | 30 | 20 | 0.1% |
| Q1 2019 | 89 | $818.5M | 83,262,582 | 17 | 22 | 30 | 0.1% |
| Q4 2018 | 92 | $316.1M | 33,947,631 | 1 | 0 | 6 | 0.1% |