Barings BDC Ownership | Who Owns Barings BDC?
Barings BDC Ownership Summary
Barings BDC is owned by 42.69% institutional investors, 0.57% insiders, and 56.74% retail investors. Barings is the largest institutional shareholder, holding 12.90% of BBDC shares. VanEck BDC Income ETF is the top mutual fund, with 1.95% of its assets in Barings BDC shares.
BBDC Ownership Benchmark
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | Barings BDC | 42.69% | 0.57% | 56.74% |
| Sector | Financial Services Stocks | 51.64% | 15.54% | 32.82% |
| Industry | Credit Services Stocks | 53.72% | 9.31% | 36.97% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Barings | 13.64M | 12.90% | $130.53M |
| Ares management | 3.80M | 3.61% | $34.71M |
| Private management group | 3.08M | 2.92% | $29.52M |
| Van eck associates | 2.34M | 2.23% | $21.42M |
| Cresset asset management | 1.57M | 1.49% | $14.36M |
| Invesco | 1.09M | 1.03% | $10.45M |
| Kovitz investment group partners | 1.04M | 0.99% | $9.51M |
| Two sigma advisers, lp | 852.30K | 0.81% | $8.16M |
| Raymond james financial services advisors | 839.22K | 0.79% | $8.17M |
| Legal & general group | 737.79K | 0.70% | $7.07M |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Barings | 13.64M | 3.10% | $130.53M |
| Ares management | 3.80M | 1.77% | $34.71M |
| Muzinich | 291.37K | 1.16% | $2.66M |
| Private management group | 3.08M | 1.07% | $29.52M |
| Dimension capital management | 584.93K | 0.83% | $5.35M |
| Financial gravity companies | 306.06K | 0.55% | $2.80M |
| Bulldog investors, llp | 210.50K | 0.49% | $1.92M |
| Green square capital advisors | 359.28K | 0.39% | $3.28M |
| Virtus investment advisers | 92.26K | 0.29% | $843.24K |
| Callodine capital management, lp | 284.02K | 0.27% | $2.60M |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Rivernorth capital management | 411.25K | 0.21% | 411.25K |
| Wells fargo & company/mn | 705.63K | 0.00% | 324.94K |
| Financial gravity companies | 306.06K | 0.55% | 306.06K |
| Green square capital advisors | 359.28K | 0.39% | 298.12K |
| Bulldog investors, llp | 210.50K | 0.49% | 210.50K |
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 |
| Cresset asset management | 1.57M | 0.06% | -388.59K |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Rivernorth capital management | 411.25K | 0.21% | 411.25K | $3.76M |
| Financial gravity companies | 306.06K | 0.55% | 306.06K | $2.80M |
| Bulldog investors, llp | 210.50K | 0.49% | 210.50K | $1.92M |
| Y-intercept (hong kong) | 142.75K | 0.03% | 142.75K | $1.30M |
| Quantbot technologies lp | 25.79K | 0.01% | 25.79K | $235.74K |
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 % |
|---|---|---|---|---|---|---|---|---|---|---|
| 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% |
| Sep 30, 2024 | 200 | 3.09% | 44,073,670 | 1.12% | 41 | 2.46% | 86 | -4.44% | 62 | 12.73% |
| Jun 30, 2024 | 192 | -6.80% | 43,053,363 | -8.47% | 40 | 2.06% | 89 | - | 54 | -14.29% |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| VanEck BDC Income ETF | 2.05M | 1.95% | -1.95K |
| Invesco KBW High Dividend Yld Fincl ETF | 1.08M | 1.03% | - |
| Putnam BDC Income ETF | 864.58K | 0.82% | - |
| Embark Small Cap Equity Institutional | 611.71K | 0.58% | -144.63K |
| iShares Listed Private Eq ETF USD Dist | 519.08K | 0.49% | - |
| BankInvest Børsnoterede Alt. Akk. W | 360.80K | 0.34% | - |
| SEB Listed Private Equity Fund ID (EUR) | 239.44K | 0.23% | - |
| Royce Micro Cap Trust | 215.30K | 0.20% | - |
| First Trust Specialty Finance | 212.31K | 0.20% | - |
| Undrly L&G Diversified Life | 210.72K | 0.20% | 10.79K |
Recent Insider Transactions
| Date | Name | Role | Activity | Value |
|---|---|---|---|---|
| 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 |
| May 19, 2025 | Lloyd Eric J | CEO | Buy | $64.53K |
| May 19, 2025 | Lloyd Eric J | CEO | Buy | $248.99K |
Insider Transactions Trends
| Date | Buy | Sell |
|---|---|---|
| 2025 Q2 | 6 | 2 |
| 2025 Q1 | - | - |
| 2024 Q4 | 7 | 1 |
| 2024 Q3 | - | - |
| 2024 Q2 | 1 | - |
BBDC Ownership FAQ
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