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Barings BDC Ownership | Who Owns Barings BDC?

OverviewForecastRevenueFinancialsChartTranscripts

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 1.65% of its assets in Barings BDC shares.

BBDC Ownership Benchmark

TypeName% Inst% Insiders% Retail
StockBarings BDC33.01%0.59%66.40%
SectorFinancial Services Stocks 32.19%15.44%52.37%
IndustryCredit Services Stocks34.10%9.51%56.39%

Institutional Shareholders

Top Institutional Shareholders by Total Shares

HolderShares% HoldingValue
Barings13.64M12.97%$125.21M
Private management group3.77M3.58%$34.57M
Ares management3.59M3.41%$32.96M
Van eck associates2.48M2.36%$21.73M
Cresset asset management2.14M2.04%$18.76M
Ubs group1.49M1.42%$13.71M
Invesco1.16M1.10%$10.17M
Kovitz investment group partners972.32K0.92%$8.52M
Morgan stanley899.48K0.86%$8.26M
Franklin resources881.05K0.84%$8.09M

Top Institutional Shareholders by % of Total Assets

HolderShares% AssetsValue
Barings13.64M2.31%$125.21M
Muzinich698.95K2.02%$6.42M
Ares management3.59M1.88%$32.96M
Graniteshares advisors298.67K1.67%$2.74M
Private management group3.77M1.01%$34.57M
Dimension capital management641.34K0.81%$5.62M
Financial gravity companies306.06K0.55%$2.80M
Rivernorth capital management602.47K0.30%$5.28M
Mckinley capital management157.26K0.27%$1.53M
Cliffwater126.75K0.24%$1.16M

Top Buyers

HolderShares% AssetsChange
Cresset asset management2.14M0.07%570.64K
Private management group3.77M1.01%481.17K
Jane street group384.16K0.00%326.53K
Financial gravity companies306.06K0.55%306.06K
Graniteshares advisors298.67K1.67%298.67K

Top Sellers

HolderShares% AssetsChange
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 al31.16K0.00%-373.94K

New Positions

HolderShares% AssetsChangeValue
Financial gravity companies306.06K0.55%306.06K$2.80M
Graniteshares advisors298.67K1.67%298.67K$2.74M
Lansforsakringar fondforvaltning ab (publ)167.11K0.01%167.11K$1.53M
Tcg advisory services146.02K0.04%146.02K$1.28M
Thrivent financial for lutherans114.04K0.00%114.04K$1.05M

Sold Out

HolderChange
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

DateHoldingsChange %SharesChange %OwnershipChange %Increased PositionChange %Decreased PositionChange %
Dec 31, 2025157-26.29%34,715,446-24.20%331.74%60-47.37%526.12%
Sep 30, 20252044.62%45,544,3543.29%432.46%1108.91%46-17.86%
Jun 30, 2025192-10.28%44,924,0390.73%422.38%100-5.66%53-5.36%
Mar 31, 20252126.00%44,650,664-0.97%422.33%10713.83%551.85%
Dec 31, 2024194-4.90%44,975,3251.82%422.44%903.45%54-12.90%

Top Mutual Funds Shareholders

HolderShares% HoldingChange
VanEck BDC Income ETF1.73M1.65%-
Invesco KBW High Dividend Yld Fincl ETF1.08M1.03%-
Putnam BDC Income ETF897.82K0.86%-
Embark Small Cap Equity Institutional611.71K0.58%-144.63K
iShares Listed Private Eq ETF USD Dist568.94K0.54%258.87K
BankInvest Børsnoterede Alt. Akk. W413.82K0.40%-25.53K
GraniteShares HIPS US High Income ETF266.39K0.25%-
SEB Listed Private Equity Fund ID (EUR)239.44K0.23%239.44K
RiverNorth Doubleline Strategic Inc I225.00K0.21%225.00K
Royce Micro Cap Trust215.30K0.20%-

Recent Insider Transactions

DateNameRoleActivityValue
Dec 09, 2025BYERS STEPHEN R-Sell$50.93K
Dec 09, 2025BYERS STEPHEN R-Buy$60.64K
Jun 06, 2025Murray Elizabeth A. CFO and COO and PAOBuy$30.06K
Jun 06, 2025BYERS STEPHEN R-Buy$77.34K
May 19, 2025Freund Matthew PresidentBuy$31.93K

Insider Transactions Trends

DateBuySell
2025 Q411
2025 Q272
2025 Q1--
2024 Q471
2024 Q3--

BBDC Ownership FAQ

Who Owns Barings BDC?

Barings BDC shareholders are primarily institutional investors at 33.01%, followed by 0.59% insiders and 66.40% retail investors. The average institutional ownership in Barings BDC's industry, Credit Services Stocks, is 34.10%, which Barings BDC falls below.

Who owns the most shares of Barings BDC?

Barings BDC’s largest shareholders are Barings (13.64M shares, 12.97%), Private management group (3.77M shares, 3.58%), and Ares management (3.59M shares, 3.41%). Together, they hold 19.97% of Barings BDC’s total shares outstanding.

Does Blackrock own Barings BDC?

BlackRock is not among the top 10 institutional shareholders of Barings BDC.

Who is Barings BDC’s biggest shareholder by percentage of total assets invested?

Barings is Barings BDC’s biggest shareholder by percentage of total assets invested, with 2.31% of its assets in 13.64M Barings BDC shares, valued at 125.21M$.

Who is the top mutual fund holder of Barings BDC shares?

VanEck BDC Income ETF is the top mutual fund holder of Barings BDC shares, with 1.65% of its total shares outstanding invested in 1.73M Barings BDC shares.

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