Barings BDC Ownership | Who Owns Barings BDC?
Barings BDC Ownership Summary
Barings BDC is owned by 33.01% institutional investors, 0.59% insiders, and 66.40% retail investors. Barings is the largest institutional shareholder, holding 12.97% of BBDC shares. VanEck BDC Income ETF is the top mutual fund, with 1.47% of its assets in Barings BDC shares.
BBDC Ownership Benchmark
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | Barings BDC | 33.01% | 0.59% | 66.40% |
| Sector | Financial Services Stocks | 32.19% | 15.44% | 52.37% |
| Industry | Credit Services Stocks | 34.10% | 9.51% | 56.39% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Barings | 13.64M | 12.97% | $112.25M |
| Private management group | 4.30M | 4.09% | $35.39M |
| Ares management | 3.59M | 3.41% | $32.96M |
| Van eck associates | 2.48M | 2.36% | $21.73M |
| Cresset asset management | 2.14M | 2.04% | $18.76M |
| Ubs group | 1.58M | 1.51% | $13.03M |
| Invesco | 1.16M | 1.10% | $10.17M |
| Kovitz investment group partners | 972.32K | 0.92% | $8.52M |
| Morgan stanley | 899.48K | 0.86% | $8.26M |
| Franklin resources | 881.05K | 0.84% | $8.09M |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Muzinich | 700.46K | 2.02% | $5.76M |
| Ares management | 3.59M | 1.88% | $32.96M |
| Barings | 13.64M | 1.81% | $112.25M |
| Graniteshares advisors | 268.00K | 1.59% | $2.21M |
| Private management group | 4.30M | 1.02% | $35.39M |
| Dimension capital management | 641.34K | 0.81% | $5.62M |
| Bulldog investors, llp | 334.90K | 0.62% | $2.76M |
| Financial gravity companies | 306.06K | 0.55% | $2.80M |
| Financial gravity asset management | 240.30K | 0.35% | $1.98M |
| Rivernorth capital management | 602.47K | 0.30% | $5.28M |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Cresset asset management | 2.14M | 0.07% | 570.64K |
| Russell investments group | 847.77K | 0.01% | 546.32K |
| Private management group | 4.30M | 1.02% | 534.56K |
| Jane street group | 384.16K | 0.00% | 326.53K |
| Financial gravity companies | 306.06K | 0.55% | 306.06K |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Relative value partners group | - | - | -1.37M |
| Punch & associates investment management | - | - | -1.21M |
| Harbor capital advisors | - | - | -756.34K |
| Nicola wealth management | - | - | -614.00K |
| Tudor investment corp et al | 31.16K | 0.00% | -373.94K |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Financial gravity companies | 306.06K | 0.55% | 306.06K | $2.80M |
| Tcg advisory services | 146.02K | 0.04% | 146.02K | $1.28M |
| Mqs management | 47.23K | 0.26% | 47.23K | $388.74K |
| Bison wealth | 35.00K | 0.03% | 35.00K | $315.00K |
| Advisor os | 27.18K | 0.02% | 27.18K | $223.70K |
Sold Out
| Holder | Change |
|---|---|
| Assetmark | -5.00 |
| Salem investment counselors | -40.00 |
| Smartleaf asset management | -162.00 |
| Compass wealth management | -200.00 |
| Jaffetilchin investment partners | -200.00 |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| Dec 31, 2025 | 157 | -26.29% | 34,715,446 | -24.20% | 33 | 1.74% | 60 | -47.37% | 52 | 6.12% |
| Sep 30, 2025 | 204 | 4.62% | 45,544,354 | 3.29% | 43 | 2.46% | 110 | 8.91% | 46 | -17.86% |
| Jun 30, 2025 | 192 | -10.28% | 44,924,039 | 0.73% | 42 | 2.38% | 100 | -5.66% | 53 | -5.36% |
| Mar 31, 2025 | 212 | 6.00% | 44,650,664 | -0.97% | 42 | 2.33% | 107 | 13.83% | 55 | 1.85% |
| Dec 31, 2024 | 194 | -4.90% | 44,975,325 | 1.82% | 42 | 2.44% | 90 | 3.45% | 54 | -12.90% |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| VanEck BDC Income ETF | 1.54M | 1.47% | 4.35K |
| Putnam BDC Income ETF | 1.12M | 1.07% | - |
| Invesco KBW High Dividend Yld Fincl ETF | 1.08M | 1.03% | - |
| Embark Small Cap Equity Institutional | 611.71K | 0.58% | -144.63K |
| BankInvest Børsnoterede Alt. Akk. W | 467.29K | 0.45% | - |
| iShares Listed Private Eq ETF USD Dist | 408.42K | 0.39% | - |
| GraniteShares HIPS US High Income ETF | 280.91K | 0.27% | - |
| RiverNorth Doubleline Strategic Inc I | 250.00K | 0.24% | 25.00K |
| SEB Listed Private Equity Fund ID (EUR) | 239.44K | 0.23% | - |
| Royce Micro Cap Trust | 215.30K | 0.20% | - |
Recent Insider Transactions
| Date | Name | Role | Activity | Value |
|---|---|---|---|---|
| Dec 09, 2025 | BYERS STEPHEN R | - | Sell | $50.93K |
| Dec 09, 2025 | BYERS STEPHEN R | - | Buy | $60.64K |
| Jun 06, 2025 | Murray Elizabeth A. | CFO and COO and PAO | Buy | $30.06K |
| Jun 06, 2025 | BYERS STEPHEN R | - | Buy | $77.34K |
| May 19, 2025 | Freund Matthew | President | Buy | $31.93K |
Insider Transactions Trends
| Date | Buy | Sell |
|---|---|---|
| 2025 Q4 | 1 | 1 |
| 2025 Q2 | 7 | 2 |
| 2025 Q1 | - | - |
| 2024 Q4 | 7 | 1 |
| 2024 Q3 | - | - |
BBDC Ownership FAQ
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