Barings BDC Inc Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| BARINGS LLC | 05/06/2026 | 13.64 M | $112.25 M | 0.00% | 12.97% |
| PRIVATE MANAGEMENT GROUP INC | 05/08/2026 | 4.30 M | $35.39 M | 14.20% | 4.09% |
| ARES MANAGEMENT LLC | 05/15/2026 | 3.63 M | $29.88 M | 1.11% | 3.45% |
| CRESSET ASSET MANAGEMENT, LLC | 05/15/2026 | 2.32 M | $19.13 M | 18.91% | 2.21% |
| VAN ECK ASSOCIATES CORP | 05/15/2026 | 1.82 M | $15.02 M | -20.46% | 1.74% |
| UBS GROUP AG | 05/05/2026 | 1.58 M | $13.03 M | 5.96% | 1.51% |
| DIAMETER CAPITAL PARTNERS LP | 05/15/2026 | 1.47 M | $12.11 M | 52.30% | 1.40% |
| MORGAN STANLEY | 05/15/2026 | 997.82 K | $8.21 M | 10.93% | 0.95% |
| DIMENSION CAPITAL MANAGEMENT LLC | 05/15/2026 | 985.16 K | $8.11 M | 29.81% | 0.94% |
| TWO SIGMA INVESTMENTS, LP | 05/15/2026 | 979.33 K | $8.06 M | 33.58% | 0.93% |
| FRANKLIN RESOURCES INC | 05/13/2026 | 970.76 K | $7.99 M | 10.18% | 0.92% |
| COLONY GROUP, LLC | 05/15/2026 | 955.18 K | $7.86 M | -4.76% | 0.91% |
| WELLS FARGO & COMPANY/MN | 05/11/2026 | 925.42 K | $7.62 M | 5.19% | 0.88% |
| LEGAL & GENERAL GROUP PLC | 05/08/2026 | 850.98 K | $7.01 M | 13.35% | 0.81% |
| RUSSELL INVESTMENTS GROUP, LTD. | 05/08/2026 | 847.77 K | $6.98 M | 181.23% | 0.81% |
| MUZINICH & CO., INC. | 04/24/2026 | 700.46 K | $5.76 M | 0.22% | 0.67% |
| RAYMOND JAMES FINANCIAL INC | 05/14/2026 | 616.76 K | $5.08 M | -5.29% | 0.59% |
| SUMITOMO MITSUI TRUST HOLDINGS, INC. | 04/30/2026 | 577.41 K | $4.75 M | 0.00% | 0.55% |
| BLACKROCK, INC. | 05/13/2026 | 493.71 K | $4.06 M | -41.79% | 0.47% |
| BANK OF AMERICA CORP /DE/ | 05/18/2026 | 447.63 K | $3.68 M | -15.05% | 0.43% |
| ADVISORS ASSET MANAGEMENT, INC. | 05/15/2026 | 407.52 K | $3.35 M | 4.04% | 0.39% |
| BULLDOG INVESTORS, LLP | 05/08/2026 | 334.90 K | $2.76 M | 5.55% | 0.32% |
| CONFLUENCE INVESTMENT MANAGEMENT LLC | 04/01/2026 | 307.87 K | $2.53 M | -10.31% | 0.29% |
| D. E. SHAW & CO., INC. | 05/15/2026 | 305.88 K | $2.52 M | 100.00% | 0.29% |
| LPL FINANCIAL LLC | 05/06/2026 | 299.79 K | $2.47 M | 7.33% | 0.29% |
| ADVISOR GROUP HOLDINGS, INC. | 05/15/2026 | 279.84 K | $2.30 M | -6.96% | 0.27% |
| GRANITESHARES ADVISORS LLC | 04/23/2026 | 268.00 K | $2.21 M | -10.27% | 0.25% |
| CALLODINE CAPITAL MANAGEMENT, LP | 05/15/2026 | 260.00 K | $2.14 M | -27.08% | 0.25% |
| BI ASSET MANAGEMENT FONDSMAEGLERSELSKAB A/S | 04/16/2026 | 246.76 K | $2.03 M | 11.34% | 0.23% |
| FINANCIAL GRAVITY ASSET MANAGEMENT, INC. | 05/08/2026 | 240.30 K | $1.98 M | 1,116.03% | 0.23% |
| NEUBERGER BERMAN GROUP LLC | 05/14/2026 | 226.95 K | $1.87 M | -2.45% | 0.22% |
| HENNION & WALSH ASSET MANAGEMENT, INC. | 05/13/2026 | 206.54 K | $1.70 M | 29.51% | 0.20% |
| 04/21/2026 | 202.05 K | $1.66 M | 4.47% | 0.19% | |
| CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | 04/30/2026 | 195.34 K | $1.61 M | -4.88% | 0.19% |
| LANSFORSAKRINGAR FONDFORVALTNING AB (PUBL) | 04/23/2026 | 185.15 K | $1.52 M | 10.80% | 0.18% |
| TCG ADVISORY SERVICES, LLC | 05/15/2026 | 161.65 K | $1.33 M | 100.00% | 0.15% |
| GREEN SQUARE CAPITAL ADVISORS LLC | 05/07/2026 | 158.26 K | $1.30 M | 28.81% | 0.15% |
| THRIVENT FINANCIAL FOR LUTHERANS | 05/01/2026 | 148.90 K | $1.23 M | 30.57% | 0.14% |
| HIGHTOWER ADVISORS, LLC | 05/05/2026 | 145.66 K | $1.20 M | 3.56% | 0.14% |
| CLIFFWATER LLC | 05/13/2026 | 126.75 K | $1.04 M | 0.00% | 0.12% |
| GREAT WEST LIFE ASSURANCE CO /CAN/ | 05/14/2026 | 114.67 K | $949.00 K | -17.70% | 0.11% |
| INVESCO LTD. | 05/12/2026 | 110.73 K | $911.30 K | 14.27% | 0.11% |
| SAGEGUARD FINANCIAL GROUP, LLC | 04/23/2026 | 108.12 K | $889.81 K | 0.84% | 0.10% |
| WILEY BROS.-AINTREE CAPITAL, LLC | 05/15/2026 | 101.41 K | $834.60 K | 3.57% | 0.10% |
| SAXON INTERESTS, INC. | 04/29/2026 | 91.51 K | $753.12 K | 3.54% | 0.09% |
| DENALI ADVISORS LLC | 05/08/2026 | 91.05 K | $749.32 K | -3.24% | 0.09% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 04/08/2026 | 89.52 K | $749.29 K | -40.29% | 0.09% |
| ETHOS FINANCIAL GROUP, LLC | 05/05/2026 | 84.04 K | $771.44 K | 0.00% | 0.08% |
| CALIBER WEALTH MANAGEMENT, LLC / KS | 04/23/2026 | 80.65 K | $663.75 K | -33.76% | 0.08% |
| BALYASNY ASSET MANAGEMENT L.P. | 05/15/2026 | 78.75 K | $648.13 K | 100.00% | 0.07% |
Barings BDC Inc institutional Ownership - FAQ's
During the previous two years, 294 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: 4.3 M
ARES MANAGEMENT LLC: 3.63 M
Cresset Asset Management, LLC: 2.32 M
VAN ECK ASSOCIATES CORP: 1.82 M
UBS Group AG: 1.58 M
45.38% of Barings BDC Inc stock is owned by institutional investors.
Institutional investors have bought a total of 51.60 M shares in the last 24 months. This purchase volume represents approximately $420.55 M in transactions.