Barings BDC, Inc. Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| BARINGS LLC | 11/10/2025 | 13.64 M | $119.48 M | 0.00% | 12.96% |
| ARES MANAGEMENT LLC | 11/14/2025 | 3.80 M | $33.26 M | 0.00% | 3.61% |
| PRIVATE MANAGEMENT GROUP INC | 11/13/2025 | 3.28 M | $28.77 M | 4.06% | 3.12% |
| VAN ECK ASSOCIATES CORP | 11/13/2025 | 2.48 M | $21.73 M | 5.83% | 2.36% |
| CRESSET ASSET MANAGEMENT, LLC | 11/12/2025 | 2.14 M | $18.76 M | 36.32% | 2.04% |
| UBS GROUP AG | 11/13/2025 | 1.21 M | $10.59 M | 2.32% | 1.15% |
| INVESCO LTD. | 11/13/2025 | 1.16 M | $10.17 M | 3.64% | 1.10% |
| KOVITZ INVESTMENT GROUP PARTNERS, LLC | 11/10/2025 | 972.32 K | $8.52 M | -6.56% | 0.92% |
| FRANKLIN RESOURCES INC | 11/13/2025 | 884.84 K | $7.75 M | 7.04% | 0.84% |
| WELLS FARGO & COMPANY/MN | 11/13/2025 | 879.83 K | $7.71 M | 4.95% | 0.84% |
| TWO SIGMA ADVISERS, LP | 11/14/2025 | 867.60 K | $7.60 M | -20.35% | 0.82% |
| BLACKROCK, INC. | 11/12/2025 | 864.20 K | $7.57 M | 36.08% | 0.82% |
| MORGAN STANLEY | 11/14/2025 | 773.22 K | $6.77 M | -10.23% | 0.73% |
| DIMENSION CAPITAL MANAGEMENT LLC | 11/14/2025 | 641.34 K | $5.62 M | 9.64% | 0.61% |
| LEGAL & GENERAL GROUP PLC | 11/13/2025 | 632.96 K | $5.55 M | -11.67% | 0.60% |
| TWO SIGMA INVESTMENTS, LP | 11/14/2025 | 621.20 K | $5.44 M | 10.42% | 0.59% |
| BANK OF AMERICA CORP /DE/ | 11/14/2025 | 613.25 K | $5.37 M | 28.75% | 0.58% |
| RIVERNORTH CAPITAL MANAGEMENT, LLC | 11/14/2025 | 602.47 K | $5.28 M | 46.50% | 0.57% |
| SUMITOMO MITSUI TRUST HOLDINGS, INC. | 10/27/2025 | 486.10 K | $4.26 M | 66.83% | 0.46% |
| MUZINICH & CO., INC. | 10/20/2025 | 486.10 K | $4.26 M | 66.83% | 0.46% |
| BI ASSET MANAGEMENT FONDSMAEGLERSELSKAB A/S | 11/05/2025 | 467.29 K | $4.09 M | 6.36% | 0.44% |
| ADVISORS ASSET MANAGEMENT, INC. | 11/06/2025 | 439.20 K | $3.85 M | 6.28% | 0.42% |
| CONFLUENCE INVESTMENT MANAGEMENT LLC | 10/14/2025 | 364.62 K | $3.19 M | -13.78% | 0.35% |
| GREEN SQUARE CAPITAL ADVISORS LLC | 11/14/2025 | 359.28 K | $3.28 M | 0.00% | 0.34% |
| ADVISOR GROUP HOLDINGS, INC. | 11/14/2025 | 329.71 K | $3.21 M | -1.96% | 0.31% |
| LPL FINANCIAL LLC | 11/12/2025 | 304.75 K | $2.67 M | 8.57% | 0.29% |
| CALLODINE CAPITAL MANAGEMENT, LP | 11/13/2025 | 304.02 K | $2.66 M | 7.04% | 0.29% |
| NEUBERGER BERMAN GROUP LLC | 11/12/2025 | 259.41 K | $2.27 M | 7.95% | 0.25% |
| SKANDINAVISKA ENSKILDA BANKEN AB (PUBL) | 11/07/2025 | 239.44 K | $2.10 M | 0.00% | 0.23% |
| CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | 11/12/2025 | 232.94 K | $2.04 M | 6.94% | 0.22% |
| HENNION & WALSH ASSET MANAGEMENT, INC. | 10/22/2025 | 187.49 K | $1.64 M | -22.63% | 0.18% |
| RAYMOND JAMES FINANCIAL INC | 11/14/2025 | 154.54 K | $1.35 M | -54.18% | 0.15% |
| CALIBER WEALTH MANAGEMENT, LLC / KS | 11/05/2025 | 153.74 K | $1.35 M | -27.00% | 0.15% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 10/29/2025 | 148.71 K | $1.26 M | -4.84% | 0.14% |
| TCG ADVISORY SERVICES, LLC | 11/12/2025 | 146.02 K | $1.28 M | 100.00% | 0.14% |
| HIGHTOWER ADVISORS, LLC | 11/07/2025 | 140.81 K | $1.23 M | 0.02% | 0.13% |
| JPMORGAN CHASE & CO | 11/26/2025 | 137.32 K | $1.20 M | 18.23% | 0.13% |
| TREXQUANT INVESTMENT LP | 11/14/2025 | 136.82 K | $1.20 M | -52.79% | 0.13% |
| MARSHALL WACE, LLP | 11/13/2025 | 132.78 K | $1.16 M | 212.20% | 0.13% |
| GREAT WEST LIFE ASSURANCE CO /CAN/ | 11/17/2025 | 131.40 K | $1.16 M | 47.30% | 0.12% |
| CLIFFWATER LLC | 11/13/2025 | 126.75 K | $1.11 M | 0.00% | 0.12% |
| DENALI ADVISORS LLC | 11/07/2025 | 113.46 K | $993.89 K | -15.65% | 0.11% |
| ICON ADVISERS INC/CO | 11/17/2025 | 109.70 K | $960.96 K | 100.00% | 0.10% |
| WILEY BROS.-AINTREE CAPITAL, LLC | 11/14/2025 | 97.91 K | $857.69 K | -2.17% | 0.09% |
| CETERA INVESTMENT ADVISERS | 11/14/2025 | 87.88 K | $769.81 K | 6.94% | 0.08% |
| NILSINE PARTNERS, LLC | 10/06/2025 | 86.95 K | $761.67 K | -3.40% | 0.08% |
| ETHOS FINANCIAL GROUP, LLC | 10/23/2025 | 86.65 K | $759.01 K | 18.82% | 0.08% |
| VIRTUS INVESTMENT ADVISERS, INC. | 11/14/2025 | 86.07 K | $753.94 K | -6.71% | 0.08% |
| PRIME CAPITAL INVESTMENT ADVISORS, LLC | 11/05/2025 | 84.74 K | $742.28 K | 36.31% | 0.08% |
| MML INVESTORS SERVICES, LLC | 11/14/2025 | 84.63 K | $741.33 K | 12.88% | 0.08% |
Barings BDC, Inc. institutional Ownership - FAQ's
During the previous two years, 280 institutional investors and hedge funds held shares of Barings BDC, Inc.. The most heavily invested institutionals were:
BARINGS LLC: 13.64 M
ARES MANAGEMENT LLC: 3.8 M
PRIVATE MANAGEMENT GROUP INC: 3.28 M
VAN ECK ASSOCIATES CORP: 2.48 M
Cresset Asset Management, LLC: 2.14 M
UBS Group AG: 1.21 M
43.52% of Barings BDC, Inc. stock is owned by institutional investors.
Institutional investors have bought a total of 49.57 M shares in the last 24 months. This purchase volume represents approximately $439.43 M in transactions.