Barings BDC Inc Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| BARINGS LLC | 08/07/2026 | 13.64 M | $116.21 M | 0.00% | 13.03% |
| PRIVATE MANAGEMENT GROUP INC | 07/31/2026 | 4.78 M | $40.72 M | 11.15% | 4.56% |
| ARES MANAGEMENT LLC | 08/14/2026 | 4.16 M | $35.48 M | 14.71% | 3.98% |
| CRESSET ASSET MANAGEMENT, LLC | 08/14/2026 | 2.55 M | $21.69 M | 9.51% | 2.43% |
| VAN ECK ASSOCIATES CORP | 08/14/2026 | 2.31 M | $19.68 M | 26.56% | 2.21% |
| UBS GROUP AG | 08/13/2026 | 2.11 M | $17.94 M | 33.03% | 2.01% |
| FRANKLIN RESOURCES INC | 08/13/2026 | 1.37 M | $11.64 M | 40.69% | 1.30% |
| RUSSELL INVESTMENTS GROUP, LTD. | 08/06/2026 | 1.23 M | $10.52 M | 45.62% | 1.18% |
| TWO SIGMA INVESTMENTS, LP | 08/14/2026 | 1.13 M | $9.63 M | 15.38% | 1.08% |
| DIMENSION CAPITAL MANAGEMENT LLC | 08/14/2026 | 1.02 M | $8.70 M | 3.60% | 0.97% |
| MORGAN STANLEY | 08/13/2026 | 960.58 K | $8.18 M | -3.73% | 0.92% |
| COLONY GROUP, LLC | 08/12/2026 | 907.62 K | $7.73 M | -4.98% | 0.87% |
| LEGAL & GENERAL GROUP PLC | 08/14/2026 | 879.82 K | $7.48 M | 3.39% | 0.84% |
| WELLS FARGO & COMPANY/MN | 08/14/2026 | 760.56 K | $6.48 M | -17.81% | 0.73% |
| MUZINICH & CO., INC. | 07/27/2026 | 714.96 K | $6.09 M | 2.07% | 0.68% |
| BANK OF AMERICA CORP /DE/ | 08/14/2026 | 690.78 K | $5.89 M | 54.32% | 0.66% |
| RAYMOND JAMES FINANCIAL INC | 08/14/2026 | 682.82 K | $5.82 M | 10.71% | 0.65% |
| SUMITOMO MITSUI TRUST GROUP, INC. | 07/30/2026 | 577.41 K | $4.92 M | 0.00% | 0.55% |
| BLACKROCK, INC. | 08/07/2026 | 509.22 K | $4.34 M | 3.14% | 0.49% |
| THRIVENT FINANCIAL FOR LUTHERANS | 08/14/2026 | 475.83 K | $4.05 M | 219.57% | 0.45% |
| GCM GROSVENOR HOLDINGS, LLC | 08/14/2026 | 475.00 K | $4.05 M | 100.00% | 0.45% |
| ADVISORS ASSET MANAGEMENT, INC. | 08/14/2026 | 417.05 K | $3.55 M | 2.34% | 0.40% |
| BULLDOG INVESTORS, LLP | 08/14/2026 | 336.40 K | $2.87 M | 0.45% | 0.32% |
| GRANITESHARES ADVISORS LLC | 08/04/2026 | 308.35 K | $2.63 M | 15.06% | 0.29% |
| CONFLUENCE INVESTMENT MANAGEMENT LLC | 07/01/2026 | 306.26 K | $2.61 M | -0.52% | 0.29% |
| LPL FINANCIAL LLC | 08/07/2026 | 293.73 K | $2.50 M | -2.02% | 0.28% |
| ADVISOR GROUP HOLDINGS, INC. | 08/14/2026 | 293.36 K | $2.50 M | 4.83% | 0.28% |
| CALLODINE CAPITAL MANAGEMENT, LP | 08/14/2026 | 290.00 K | $2.47 M | 11.54% | 0.28% |
| HENNION & WALSH ASSET MANAGEMENT, INC. | 07/08/2026 | 251.43 K | $2.14 M | 21.74% | 0.24% |
| FINANCIAL GRAVITY COMPANIES, INC. | 08/05/2026 | 224.10 K | $1.91 M | 100.00% | 0.21% |
| SBE LLC DBA CEDAR COVE WEALTH PARTNERS | 07/21/2026 | 218.81 K | $1.86 M | 8.29% | 0.21% |
| NEUBERGER BERMAN GROUP LLC | 08/13/2026 | 207.32 K | $1.77 M | -8.65% | 0.20% |
| RIVERNORTH CAPITAL MANAGEMENT, LLC | 08/14/2026 | 205.19 K | $1.75 M | 100.00% | 0.20% |
| CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | 07/30/2026 | 192.27 K | $1.64 M | -1.57% | 0.18% |
| GREEN SQUARE CAPITAL ADVISORS LLC | 07/28/2026 | 152.67 K | $1.30 M | -3.54% | 0.15% |
| PRIVIUM FUND MANAGEMENT (UK) LTD | 08/07/2026 | 150.50 K | $1.27 M | 100.00% | 0.14% |
| HIGHTOWER ADVISORS, LLC | 08/05/2026 | 146.84 K | $1.25 M | 0.81% | 0.14% |
| GREAT WEST LIFE ASSURANCE CO /CAN/ | 08/13/2026 | 138.89 K | $1.18 M | 21.12% | 0.13% |
| TCG ADVISORY SERVICES, LLC | 07/31/2026 | 137.61 K | $1.17 M | -14.87% | 0.13% |
| CLIFFWATER LLC | 08/12/2026 | 126.75 K | $1.08 M | 0.00% | 0.12% |
| MARSHALL WACE, LLP | 08/13/2026 | 122.82 K | $1.05 M | 100.00% | 0.12% |
| INVESCO LTD. | 08/14/2026 | 110.98 K | $945.52 K | 0.22% | 0.11% |
| BALYASNY ASSET MANAGEMENT L.P. | 08/14/2026 | 109.88 K | $936.18 K | 39.53% | 0.10% |
| SAGEGUARD FINANCIAL GROUP, LLC | 07/27/2026 | 105.86 K | $901.96 K | -2.08% | 0.10% |
| SAXON INTERESTS, INC. | 08/12/2026 | 105.06 K | $895.08 K | 14.80% | 0.10% |
| CITADEL ADVISORS LLC | 09/02/2026 | 103.33 K | $880.34 K | 100.00% | 0.10% |
| HBK INVESTMENTS L P | 09/16/2026 | 100.00 K | $852.00 K | 100.00% | 0.10% |
| WILEY BROS.-AINTREE CAPITAL, LLC | 08/14/2026 | 99.61 K | $848.68 K | -1.78% | 0.10% |
| BLAIR WILLIAM & CO/IL | 08/11/2026 | 98.83 K | $842.06 K | 566.30% | 0.09% |
| DIAMETER CAPITAL PARTNERS LP | 08/14/2026 | 96.59 K | $822.94 K | -93.44% | 0.09% |
Barings BDC Inc institutional Ownership - FAQ's
During the previous two years, 292 institutional investors and hedge funds held shares of Barings BDC Inc. The most heavily invested institutionals were:
BARINGS LLC: 13.64 M
PRIVATE MANAGEMENT GROUP INC: 4.78 M
ARES MANAGEMENT LLC: 4.16 M
Cresset Asset Management, LLC: 2.55 M
VAN ECK ASSOCIATES CORP: 2.31 M
UBS Group AG: 2.11 M
48.05% of Barings BDC Inc stock is owned by institutional investors.
Institutional investors have bought a total of 54.46 M shares in the last 24 months. This purchase volume represents approximately $443.85 M in transactions.