Barings BDC, Inc. Major Shareholders & Ownership History
Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
---|---|---|---|---|---|
BARINGS LLC | 02/07/2025 | 13.64 M | $130.53 M | 0.00% | 12.90% |
ARES MANAGEMENT LLC | 02/14/2025 | 3.61 M | $34.52 M | 0.00% | 3.41% |
PRIVATE MANAGEMENT GROUP INC | 01/27/2025 | 3.08 M | $29.52 M | 2.78% | 2.92% |
VAN ECK ASSOCIATES CORP | 01/29/2025 | 2.35 M | $22.47 M | 3.53% | 2.22% |
CRESSET ASSET MANAGEMENT, LLC | 02/14/2025 | 1.73 M | $16.54 M | 100.00% | 1.64% |
PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. | 02/14/2025 | 1.21 M | $11.61 M | -3.64% | 1.15% |
INVESCO LTD. | 02/13/2025 | 1.09 M | $10.45 M | -5.12% | 1.03% |
KOVITZ INVESTMENT GROUP PARTNERS, LLC | 02/14/2025 | 1.07 M | $10.21 M | -1.53% | 1.01% |
RAYMOND JAMES FINANCIAL INC | 02/13/2025 | 929,089 | $8.89 M | 100.00% | 0.88% |
TWO SIGMA ADVISERS, LP | 02/14/2025 | 852,300 | $8.16 M | -15.03% | 0.81% |
HARBOR CAPITAL ADVISORS, INC. | 01/10/2025 | 756,340 | $7.24 M | 2.13% | 0.72% |
LEGAL & GENERAL GROUP PLC | 02/13/2025 | 737,794 | $7.07 M | -2.52% | 0.70% |
WELLS FARGO & COMPANY/MN | 02/13/2025 | 705,628 | $6.75 M | 85.36% | 0.67% |
UBS GROUP AG | 02/14/2025 | 572,505 | $5.48 M | -31.57% | 0.54% |
TWO SIGMA INVESTMENTS, LP | 02/14/2025 | 564,455 | $5.40 M | -24.56% | 0.53% |
BLACKROCK FUNDING, INC. /DE | 02/07/2025 | 554,495 | $5.31 M | 16.43% | 0.52% |
CONFLUENCE INVESTMENT MANAGEMENT LLC | 01/02/2025 | 517,753 | $4.95 M | 0.47% | 0.49% |
DIMENSION CAPITAL MANAGEMENT LLC | 02/14/2025 | 503,098 | $4.81 M | -16.87% | 0.48% |
HENNION & WALSH ASSET MANAGEMENT, INC. | 01/15/2025 | 483,050 | $4.62 M | -10.23% | 0.46% |
FRANKLIN RESOURCES INC | 02/12/2025 | 426,696 | $4.08 M | 32.12% | 0.40% |
ADVISORS ASSET MANAGEMENT, INC. | 02/10/2025 | 377,868 | $3.62 M | 7.76% | 0.36% |
BI ASSET MANAGEMENT FONDSMAEGLERSELSKAB A/S | 02/13/2025 | 349,046 | $3.34 M | 9.95% | 0.33% |
NEUBERGER BERMAN GROUP LLC | 02/13/2025 | 329,851 | $3.16 M | 1.67% | 0.31% |
ADVISOR GROUP HOLDINGS, INC. | 02/07/2025 | 329,739 | $3.23 M | -2.88% | 0.31% |
PRICE T ROWE ASSOCIATES INC /MD/ | 02/14/2025 | 311,542 | $2.98 M | 0.00% | 0.29% |
FINANCIAL GRAVITY COMPANIES, INC. | 02/14/2025 | 302,993 | $2.90 M | 4,360.37% | 0.29% |
CALLODINE CAPITAL MANAGEMENT, LP | 02/13/2025 | 300,000 | $2.87 M | -45.78% | 0.28% |
ICON ADVISERS INC/CO | 02/13/2025 | 269,302 | $2.58 M | 100.00% | 0.25% |
SUMITOMO MITSUI TRUST HOLDINGS, INC. | 01/28/2025 | 242,230 | $2.32 M | -4.07% | 0.23% |
MUZINICH & CO., INC. | 02/05/2025 | 242,230 | $2.32 M | -4.07% | 0.23% |
SKANDINAVISKA ENSKILDA BANKEN AB (PUBL) | 02/10/2025 | 239,440 | $2.28 M | 0.00% | 0.23% |
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | 02/14/2025 | 221,141 | $2.12 M | -12.10% | 0.21% |
TUDOR INVESTMENT CORP ET AL | 02/14/2025 | 206,465 | $1.98 M | 43.74% | 0.20% |
HRT FINANCIAL LP | 02/14/2025 | 189,388 | $1.81 M | 83.42% | 0.18% |
HIGHTOWER ADVISORS, LLC | 02/07/2025 | 140,788 | $1.35 M | 0.00% | 0.13% |
TREXQUANT INVESTMENT LP | 02/12/2025 | 128,886 | $1.23 M | 20.53% | 0.12% |
DENALI ADVISORS LLC | 02/04/2025 | 126,607 | $1.21 M | -17.59% | 0.12% |
JPMORGAN CHASE & CO | 02/12/2025 | 119,618 | $1.14 M | 4,532.77% | 0.11% |
CLIFFWATER LLC | 02/14/2025 | 119,607 | $1.14 M | 0.00% | 0.11% |
GREEN SQUARE CAPITAL ADVISORS LLC | 02/14/2025 | 106,958 | $1.02 M | 21.54% | 0.10% |
JANE STREET GROUP, LLC | 02/14/2025 | 94,164 | $901,149 | 200.86% | 0.09% |
WILEY BROS.-AINTREE CAPITAL, LLC | 02/14/2025 | 93,061 | $891,789 | 4.07% | 0.09% |
STIFEL FINANCIAL CORP | 02/13/2025 | 90,513 | $866,216 | 41.18% | 0.09% |
AMERIPRISE FINANCIAL INC | 02/14/2025 | 86,757 | $830,264 | 3.88% | 0.08% |
QUBE RESEARCH & TECHNOLOGIES LTD | 02/14/2025 | 83,757 | $801,554 | 15.77% | 0.08% |
VIRTUS ETF ADVISERS LLC | 02/14/2025 | 81,557 | $780,500 | 15.20% | 0.08% |
LIDO ADVISORS, LLC | 02/14/2025 | 75,235 | $719,995 | -25.24% | 0.07% |
GREAT WEST LIFE ASSURANCE CO /CAN/ | 02/13/2025 | 75,056 | $718,000 | -7.90% | 0.07% |
CETERA INVESTMENT ADVISERS | 02/14/2025 | 74,839 | $716,209 | 1.34% | 0.07% |
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 01/10/2025 | 73,633 | $721,603 | 0.00% | 0.07% |
Barings BDC, Inc. institutional Ownership - FAQ's
During the previous two years, 261 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: 3.61 M
PRIVATE MANAGEMENT GROUP INC: 3.08 M
VAN ECK ASSOCIATES CORP: 2.35 M
Cresset Asset Management, LLC: 1.73 M
PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC.: 1.21 M
42.62% of Barings BDC, Inc. stock is owned by institutional investors.
Institutional investors have bought a total of 48.02 M shares in the last 24 months. This purchase volume represents approximately $458.12 M in transactions.