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Barings BDC (BBDC) Institutional Ownership

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$9.06 +0.05 (+0.51%)
As of 12:47 PM Eastern
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Institutional Ownership Changes (13F Filings) for Barings BDC (NYSE:BBDC)

Current
Institutional Ownership
Percentage
44.09%
Number of
Institutional Buyers
(last 12 months)
106
Total
Institutional Inflows
(last 12 months)
$85.47M
Number of
Institutional Sellers
(last 12 months)
66
Total
Institutional Outflows
(last 12 months)
$27.47M
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BBDC Institutional Buying and Selling by Quarter

Barings BDC Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/22/2025BOS Asset Management LLC10,045$96K0.0%N/A0.010%
5/19/2025 Jane Street Group LLC27,073$258K0.0%-71.2%0.026%
5/16/2025 Arete Wealth Advisors LLC36,488$348K0.0%+7.0%0.035%
5/16/2025 Caxton Associates LLP22,596$216K0.0%N/A0.021%
5/16/2025 Goldman Sachs Group Inc.11,083$106K0.0%N/A0.011%
5/16/2025 Advisors Asset Management Inc.399,284$3.81M0.1%+5.7%0.379%
5/15/2025 Cubist Systematic Strategies LLC130,042$1.24M0.0%N/A0.123%
5/15/2025 Royal Bank of Canada37,116$354K0.0%-12.2%0.035%
5/15/2025 Trexquant Investment LP147,123$1.40M0.0%+14.1%0.140%
5/15/2025 Lansforsakringar Fondforvaltning AB publ 39,008$372K0.0%N/A0.037%
5/15/2025 OMERS ADMINISTRATION Corp25,800$246K0.0%N/A0.024%
5/14/2025 Wealth Preservation Advisors LLC3,050$29K0.0%N/A0.003%
5/14/2025 CreativeOne Wealth LLC33,567$320K0.0%-11.0%0.032%
5/14/2025 Northwestern Mutual Wealth Management Co.2,822$27K0.0%-34.0%0.003%
5/14/2025 BI Asset Management Fondsmaeglerselskab A S372,610$3.56M0.0%+6.8%0.353%
5/14/2025 Cliffwater LLC126,753$1.21M0.3%+6.0%0.120%
5/13/2025 Ethos Financial Group LLC64,485$615K0.1%N/A0.061%
5/13/2025 Raymond James Financial Inc.323,476$3.09M0.0%-65.2%0.307%
5/13/2025 Cresset Asset Management LLC1,959,930$18.70M0.1%+13.4%1.859%
5/13/2025 Kovitz Investment Group Partners LLC1,073,140$10.24M0.1%+0.6%1.018%
5/12/2025 Cobblestone Capital Advisors LLC NY16,280$155K0.0%-11.3%0.015%
5/12/2025 Virtu Financial LLC44,830$428K0.0%N/A0.043%
5/12/2025 Invesco Ltd.1,105,716$10.55M0.0%+1.3%1.049%
5/7/2025 Mackenzie Financial Corp56,450$539K0.0%N/A0.054%
5/7/2025 LPL Financial LLC294,366$2.81M0.0%+5.0%0.279%
5/7/2025 Private Management Group Inc.3,096,444$29.54M1.1%+0.4%2.938%
5/7/2025 Caliber Wealth Management LLC KS241,126$2.30M0.3%N/A0.229%
5/5/2025 HighPoint Advisor Group LLC57,958$510K0.0%-2.0%0.055%
5/5/2025 Denali Advisors LLC138,153$1.32M0.2%+9.1%0.131%
5/5/2025 Muzinich & Co. Inc.262,910$2.51M1.4%+8.5%0.249%
5/2/2025 Armor Investment Advisors LLC16,300$156K0.1%+11.6%0.015%
5/2/2025 Apollon Wealth Management LLC51,734$494K0.0%-7.9%0.049%
5/2/2025 Sigma Planning Corp27,558$263K0.0%+54.3%0.026%
5/1/2025 MQS Management LLC64,640$617K0.4%N/A0.061%
5/1/2025 CWM LLC12,515$119K0.0%-14.4%0.012%
5/1/2025 Stephens Inc. AR22,857$218K0.0%+19.5%0.022%
4/30/2025 Financial Gravity Asset Management Inc.301,719$2.88M0.6%N/A0.286%
4/30/2025 AlphaStar Capital Management LLC12,199$116K0.0%-18.3%0.012%
4/25/2025 Koshinski Asset Management Inc.43,612$416K0.0%-7.5%0.041%
4/25/2025 Sumitomo Mitsui Trust Group Inc.262,910$2.51M0.0%+8.5%0.249%
Elon just did WHAT!? (Ad)

As you may recall, Biden and the Fed were working on a central bank digital currency, or CBDC. Had they gotten away with it, the Fed and U.S. banks could have seized control of our financial lives forever. But Trump stopped them cold on January 23rd, 2025, when he outlawed CBDCs… Paving the way for Elon Musk's secret master plan.

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4/23/2025 Sequoia Financial Advisors LLC32,643$311K0.0%-11.9%0.031%
4/23/2025 Golden State Wealth Management LLC3,830$37K0.0%N/A0.004%
4/23/2025 Global Assets Advisory LLC35,040$334K0.1%+206.0%0.033%
4/22/2025 Cambridge Investment Research Advisors Inc.207,157$1.98M0.0%-6.3%0.197%
4/22/2025 ERTS Wealth Advisors LLC11,212$107K0.0%-68.6%0.011%
4/22/2025 Castleview Partners LLC17,424$166K0.1%-13.2%0.017%
4/22/2025 PFG Investments LLC16,831$161K0.0%+37.2%0.016%
4/21/2025 Steel Grove Capital Advisors LLC61,158$583K0.1%-42.8%0.058%
4/21/2025 Kingswood Wealth Advisors LLC81,335$774K0.0%+148.0%0.077%
4/17/2025 Sowell Financial Services LLC11,899$114K0.0%N/A0.011%
4/16/2025 Wealth 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%
3/17/2025 Wealth Enhancement Advisory Services LLC81,649$781K0.0%+10.9%0.077%
2/24/2025 Ameriflex Group Inc.7,918$80K0.0%N/A0.008%
2/20/2025 Kingstone Capital Partners Texas LLC14,080$135K0.1%N/A0.013%
2/17/2025 Waverly Advisors LLC54,049$517K0.0%-6.9%0.051%
2/17/2025 Two Sigma Advisers LP852,300$8.16M0.0%-15.0%0.807%
2/17/2025 Two Sigma Investments LP564,455$5.40M0.0%-24.6%0.535%
2/17/2025 ProShare Advisors LLC17,809$170K0.0%+15.1%0.017%
2/17/2025 Millennium Management LLC37,364$358K0.0%+253.5%0.035%
2/17/2025 Lazard Asset Management LLC47,979$459K0.0%+37.0%0.045%
2/17/2025 Global Assets Advisory LLC11,452$111K0.1%N/A0.011%
2/17/2025 D. E. Shaw & Co. Inc.12,737$122K0.0%N/A0.012%
2/17/2025 Dimension Capital Management LLC503,098$4.82M0.8%-16.9%0.477%
2/17/2025 Eagle Global Advisors LLC27,970$268K0.0%-31.7%0.026%
2/17/2025 Cresset Asset Management LLC1,728,574$16.54M0.1%N/A1.638%
2/17/2025 Cetera Investment Advisers74,839$716K0.0%+1.3%0.071%
2/17/2025 Brevan Howard Capital Management LP11,955$114K0.0%-18.8%0.011%
2/17/2025 Cary Street Partners Financial LLC17,239$165K0.0%N/A0.016%
2/17/2025 Bank of America Corp DE532,492$5.10M0.0%-9.3%0.504%
2/17/2025 Ameriprise Financial Inc.86,757$830K0.0%+3.9%0.082%
2/14/2025 Jane Street Group LLC94,164$901K0.0%+200.9%0.089%
2/14/2025 Talon Private Wealth LLC24,366$233K0.1%N/A0.023%
2/14/2025 Lido Advisors LLC75,235$720K0.0%-25.2%0.071%
2/14/2025 Northern Trust Corp69,075$661K0.0%+17.0%0.065%
2/14/2025 Tudor Investment Corp ET AL206,465$1.98M0.0%+43.7%0.196%
2/14/2025 Aquatic Capital Management LLC44,667$427K0.0%N/A0.042%
2/14/2025 Virtus ETF Advisers LLC81,557$780K0.3%+15.2%0.077%
2/14/2025 Kovitz Investment Group Partners LLC1,066,600$10.21M0.0%-1.5%1.010%
2/14/2025 Coppell Advisory Solutions LLC3,668$35K0.0%-28.6%0.003%
2/14/2025 Steel Grove Capital Advisors LLC106,958$1.02M0.1%+21.5%0.101%
2/14/2025 Stifel Financial Corp90,513$866K0.0%+41.2%0.086%
2/14/2025 OneDigital Investment Advisors LLC11,275$108K0.0%N/A0.011%
2/14/2025 BI Asset Management Fondsmaeglerselskab A S349,046$3.34M0.0%+10.0%0.331%
2/14/2025 Callodine Capital Management LP300,000$2.87M0.6%-45.8%0.284%
2/13/2025 CANADA LIFE ASSURANCE Co75,056$718K0.0%-7.9%0.071%
Elon just did WHAT!? (Ad)

As you may recall, Biden and the Fed were working on a central bank digital currency, or CBDC. Had they gotten away with it, the Fed and U.S. banks could have seized control of our financial lives forever. But Trump stopped them cold on January 23rd, 2025, when he outlawed CBDCs… Paving the way for Elon Musk's secret master plan.

Click here to see how to claim your stake before they launch to avoid missing out.
2/13/2025 Marshall Wace LLP52,729$505K0.0%-59.7%0.050%
2/13/2025 Icon Advisers Inc. Co.269,302$2.58M0.6%N/A0.255%
2/13/2025 Mariner LLC10,985$105K0.0%N/A0.010%
2/13/2025 LSV Asset Management36,100$345K0.0%-80.7%0.034%
2/13/2025 Advisory Services Network LLC11,866$114K0.0%-16.4%0.011%
2/13/2025 Legal & General Group Plc737,794$7.07M0.0%-2.5%0.699%
2/13/2025 Invesco Ltd.1,091,877$10.45M0.0%-5.1%1.034%
2/13/2025 Wedbush Securities Inc.31,471$301K0.0%+5.1%0.030%
2/13/2025 Dynamic Technology Lab Private Ltd28,453$272K0.0%+18.0%0.027%
2/13/2025 Wells Fargo & Company MN705,628$6.75M0.0%+85.4%0.668%
(Data available from 1/1/2016 forward)

BBDC Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of BBDC shares?

During the previous two years, 216 institutional investors and hedge funds held shares of Barings BDC. The most heavily invested institutionals were Private Management Group Inc. ($29.54M), Rivernorth Capital Management LLC ($28.19M), Van ECK Associates Corp ($22.47M), Cresset Asset Management LLC ($18.70M), Punch & Associates Investment Management Inc. ($13.65M), Relative Value Partners Group LLC ($11.77M), and Invesco Ltd. ($10.55M).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 162 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 ($1.96M), Kovitz Investment Group Partners LLC ($1.09M), Van ECK Associates Corp ($988.57K), Raymond James Financial Inc. ($929.09K), Harbor Capital Advisors Inc. ($676.55K), Financial Gravity Asset Management Inc. ($553.80K), and Confluence Investment Management LLC ($534.02K).

How much institutional buying is happening at Barings BDC?

Institutional investors have bought a total of 13,388,439 shares in the last 24 months. This purchase volume represents approximately $124.55M in transactions.

Which Barings BDC major shareholders have been selling company stock?

Of the 116 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), Raymond James Financial Inc. ($605.61K), Almitas Capital LLC ($595.61K), Two Sigma Advisers LP ($447.50K), Callodine Capital Management LP ($281.91K), and Dimension Capital Management LLC ($254.81K).

How much institutional selling is happening at Barings BDC?

Institutional investors have sold a total of 6,219,442 shares in the last 24 months. This volume of shares sold represents approximately $55.72M in transactions.


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This page (NYSE:BBDC) was last updated on 5/23/2025 by MarketBeat.com Staff
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