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Barings BDC (BBDC) Institutional Ownership

Barings BDC logo
$8.56 -0.04 (-0.47%)
As of 04/16/2025 03:58 PM Eastern

Institutional Ownership Changes (13F Filings) for Barings BDC (NYSE:BBDC)

Current
Institutional Ownership
Percentage
44.09%
Number of
Institutional Buyers
(last 12 months)
99
Total
Institutional Inflows
(last 12 months)
$77.48M
Number of
Institutional Sellers
(last 12 months)
65
Total
Institutional Outflows
(last 12 months)
$21.58M
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BBDC Institutional Buying and Selling by Quarter

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Barings BDC Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
4/16/2025Wealth Enhancement Advisory Services LLC152,340$1.45M0.0%+86.6%0.145%
4/15/2025 Capital Advisory Group Advisory Services LLC16,200$155K0.1%-11.5%0.015%
4/14/2025 Patriot Financial Group Insurance Agency LLC46,601$445K0.1%+107.6%0.044%
4/11/2025 SeaCrest Wealth Management LLC19,415$185K0.0%-6.7%0.018%
4/10/2025 Hennion & Walsh Asset Management Inc.374,892$3.58M0.2%-22.4%0.356%
4/1/2025 Confluence Investment Management LLC519,779$4.96M0.1%+0.4%0.493%
3/17/2025Wealth Enhancement Advisory Services LLC81,649$781K0.0%+10.9%0.077%
2/24/2025Ameriflex Group Inc.7,918$80K0.0%N/A0.008%
2/20/2025 Kingstone Capital Partners Texas LLC14,080$135K0.1%N/A0.013%
2/17/2025Waverly Advisors LLC54,049$517K0.0%-6.9%0.051%
2/17/2025Two Sigma Advisers LP852,300$8.16M0.0%-15.0%0.807%
2/17/2025Two Sigma Investments LP564,455$5.40M0.0%-24.6%0.535%
2/17/2025ProShare Advisors LLC17,809$170K0.0%+15.1%0.017%
2/17/2025Millennium Management LLC37,364$358K0.0%+253.5%0.035%
2/17/2025Lazard Asset Management LLC47,979$459K0.0%+37.0%0.045%
2/17/2025Global Assets Advisory LLC11,452$111K0.1%N/A0.011%
2/17/2025D. E. Shaw & Co. Inc.12,737$122K0.0%N/A0.012%
2/17/2025Dimension Capital Management LLC503,098$4.82M0.8%-16.9%0.477%
2/17/2025Eagle Global Advisors LLC27,970$268K0.0%-31.7%0.026%
2/17/2025Cresset Asset Management LLC1,728,574$16.54M0.1%N/A1.638%
2/17/2025Cetera Investment Advisers74,839$716K0.0%+1.3%0.071%
2/17/2025Brevan Howard Capital Management LP11,955$114K0.0%-18.8%0.011%
2/17/2025Cary Street Partners Financial LLC17,239$165K0.0%N/A0.016%
2/17/2025Bank of America Corp DE532,492$5.10M0.0%-9.3%0.504%
2/17/2025Ameriprise Financial Inc.86,757$830K0.0%+3.9%0.082%
2/14/2025Jane Street Group LLC94,164$901K0.0%+200.9%0.089%
2/14/2025Talon Private Wealth LLC24,366$233K0.1%N/A0.023%
2/14/2025Lido Advisors LLC75,235$720K0.0%-25.2%0.071%
2/14/2025Northern Trust Corp69,075$661K0.0%+17.0%0.065%
2/14/2025Tudor Investment Corp ET AL206,465$1.98M0.0%+43.7%0.196%
2/14/2025Aquatic Capital Management LLC44,667$427K0.0%N/A0.042%
2/14/2025Virtus ETF Advisers LLC81,557$780K0.3%+15.2%0.077%
2/14/2025Kovitz Investment Group Partners LLC1,066,600$10.21M0.0%-1.5%1.010%
2/14/2025Coppell Advisory Solutions LLC3,668$35K0.0%-28.6%0.003%
2/14/2025Steel Grove Capital Advisors LLC106,958$1.02M0.1%+21.5%0.101%
2/14/2025Stifel Financial Corp90,513$866K0.0%+41.2%0.086%
2/14/2025OneDigital Investment Advisors LLC11,275$108K0.0%N/A0.011%
2/14/2025BI Asset Management Fondsmaeglerselskab A S349,046$3.34M0.0%+10.0%0.331%
2/14/2025Callodine Capital Management LP300,000$2.87M0.6%-45.8%0.284%
2/13/2025CANADA LIFE ASSURANCE Co75,056$718K0.0%-7.9%0.071%
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2/13/2025Marshall Wace LLP52,729$505K0.0%-59.7%0.050%
2/13/2025Icon Advisers Inc. Co.269,302$2.58M0.6%N/A0.255%
2/13/2025Mariner LLC10,985$105K0.0%N/A0.010%
2/13/2025LSV Asset Management36,100$345K0.0%-80.7%0.034%
2/13/2025Advisory Services Network LLC11,866$114K0.0%-16.4%0.011%
2/13/2025Legal & General Group Plc737,794$7.07M0.0%-2.5%0.699%
2/13/2025Invesco Ltd.1,091,877$10.45M0.0%-5.1%1.034%
2/13/2025Wedbush Securities Inc.31,471$301K0.0%+5.1%0.030%
2/13/2025Dynamic Technology Lab Private Ltd28,453$272K0.0%+18.0%0.027%
2/13/2025Wells Fargo & Company MN705,628$6.75M0.0%+85.4%0.668%
2/12/2025Arete Wealth Advisors LLC34,104$328K0.0%+15.6%0.032%
2/12/2025Trexquant Investment LP128,886$1.23M0.0%+20.5%0.122%
2/12/2025HighPoint Advisor Group LLC59,143$599K0.0%+3.1%0.056%
2/12/2025Franklin Resources Inc.426,696$4.08M0.0%+32.1%0.404%
2/12/2025Nomura Asset Management Co. Ltd.10,144$97K0.0%+276.3%0.010%
2/12/2025JPMorgan Chase & Co.119,618$1.15M0.0%+4,532.8%0.113%
2/12/2025Ausdal Financial Partners Inc.27,606$264K0.0%+15.0%0.026%
2/11/2025LPL Financial LLC280,463$2.68M0.0%-4.6%0.266%
2/11/2025Mindset Wealth Management LLC26,031$249K0.1%-3.7%0.025%
2/11/2025Lee Danner & Bass Inc.2,606$25K0.0%N/A0.002%
2/10/2025Advisors Asset Management Inc.377,868$3.62M0.1%+7.8%0.358%
2/10/2025Cozad Asset Management Inc.15,874$152K0.0%+14.4%0.015%
2/10/2025Creative Financial Designs Inc. ADV14,865$142K0.0%+276.6%0.014%
2/10/2025Connor Clark & Lunn Investment Management Ltd.23,629$226K0.0%N/A0.022%
2/7/2025Sequoia Financial Advisors LLC37,069$355K0.0%-6.3%0.035%
2/7/2025Jackson Hole Capital Partners LLC12,055$115K0.0%N/A0.011%
2/6/2025Raymond James Financial Inc.929,089$8.89M0.0%N/A0.880%
2/6/2025Bard Associates Inc.68,175$652K0.2%-3.5%0.065%
2/6/2025Steward Partners Investment Advisory LLC39,478$378K0.0%+4.1%0.037%
2/5/2025Cape Investment Advisory Inc.7,915$76K0.0%-17.1%0.007%
2/5/2025Muzinich & Co. Inc.242,230$2.32M1.5%-4.1%0.229%
2/4/2025Denali Advisors LLC126,607$1.21M0.1%-17.6%0.120%
2/3/2025Sigma Planning Corp17,861$171K0.0%+15.2%0.017%
1/31/2025Bfsg LLC19,880$190K0.0%-5.4%0.019%
1/31/2025Truist Financial Corp11,718$112K0.0%N/A0.011%
1/30/2025Allworth Financial LP16,115$159K0.0%-13.5%0.015%
1/29/2025Van ECK Associates Corp2,347,891$22.47M0.0%+3.5%2.224%
1/29/2025 Focus Financial Network Inc.14,788$142K0.0%-8.2%0.014%
1/29/2025Pineridge Advisors LLC5,098$49K0.0%-17.0%0.005%
1/28/2025Stephens Inc. AR19,133$183K0.0%+11.2%0.018%
1/28/2025Entropy Technologies LP10,201$98K0.0%N/A0.010%
1/28/2025Apollon Wealth Management LLC56,157$537K0.0%-29.6%0.053%
1/28/2025Sumitomo Mitsui Trust Group Inc.242,230$2.32M0.0%-4.1%0.229%
1/27/2025Consolidated Portfolio Review Corp21,236$203K0.0%N/A0.020%
1/27/2025Financial Advocates Investment Management18,854$180K0.0%+38.8%0.018%
1/27/2025Private Management Group Inc.3,084,236$29.52M1.1%+2.8%2.922%
1/24/2025Panoramic Investment Advisors LLC19,027$182K0.1%-9.4%0.018%
1/24/2025Chicago Partners Investment Group LLC23,101$216K0.0%+56.0%0.022%
1/22/2025Foundations Investment Advisors LLC16,170$155K0.0%-18.5%0.015%
1/22/2025Kingswood Wealth Advisors LLC32,792$314K0.0%N/A0.031%
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1/21/2025Geneos Wealth Management Inc.21,966$210K0.0%-14.3%0.021%
1/16/2025Koshinski Asset Management Inc.47,158$451K0.0%+2.8%0.045%
1/15/2025 Hennion & Walsh Asset Management Inc.483,050$4.62M0.2%-10.2%0.458%
1/10/2025 Harbor Capital Advisors Inc.756,340$7.24M0.3%+2.1%0.717%
1/2/2025 Confluence Investment Management LLC517,753$4.96M0.1%+0.5%0.490%
12/26/2024JPMorgan Chase & Co.2,582$25K0.0%+393.7%0.002%
11/27/2024Franklin Resources Inc.322,954$3.14M0.0%+38.9%0.306%
11/18/2024Arete Wealth Advisors LLC29,493$289K0.0%-12.4%0.028%
11/18/2024Sunbelt Securities Inc.52,883$518K0.1%-19.5%0.050%
11/15/2024Nomura Asset Management Co. Ltd.2,696$26K0.0%N/A0.003%
(Data available from 1/1/2016 forward)

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BBDC Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of BBDC shares?

During the previous two years, 212 institutional investors and hedge funds held shares of Barings BDC. The most heavily invested institutionals were Ares Management LLC ($34.78M), Private Management Group Inc. ($29.52M), Rivernorth Capital Management LLC ($28.19M), Van ECK Associates Corp ($22.47M), Cresset Asset Management LLC ($16.54M), Punch & Associates Investment Management Inc. ($13.65M), and Relative Value Partners Group LLC ($11.77M).Learn more on BBDC's institutional investors.

What percentage of Barings BDC stock is owned by institutional investors?

44.09% of Barings BDC stock is owned by institutional investors. Learn more on BBDC's institutional investor holdings.

Which institutional investors have been buying Barings BDC stock?

Of the 156 institutional investors that purchased Barings BDC stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Cresset Asset Management LLC ($1.73M), Private Management Group Inc. ($1.29M), Kovitz Investment Group Partners LLC ($1.08M), Van ECK Associates Corp ($1.05M), Raymond James Financial Inc. ($929.09K), Harbor Capital Advisors Inc. ($676.55K), and Confluence Investment Management LLC ($534.02K).

How much institutional buying is happening at Barings BDC?

Institutional investors have bought a total of 13,863,628 shares in the last 24 months. This purchase volume represents approximately $125.92M in transactions.

Which Barings BDC major shareholders have been selling company stock?

Of the 115 institutional investors that sold Barings BDC stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Rivernorth Capital Management LLC ($986.36K), UBS Group AG ($763.07K), Almitas Capital LLC ($595.61K), Two Sigma Advisers LP ($447.50K), Cliffwater LLC ($444.14K), Ares Management LLC ($424.44K), and Dimension Capital Management LLC ($286.03K).

How much institutional selling is happening at Barings BDC?

Institutional investors have sold a total of 6,498,834 shares in the last 24 months. This volume of shares sold represents approximately $56.69M in transactions.



This page (NYSE:BBDC) was last updated on 4/17/2025 by MarketBeat.com Staff
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