Barings BDC Ownership | Who Owns Barings BDC?
Barings BDC Ownership Summary
Barings BDC is owned by 29.05% institutional investors, 0.61% insiders, and 70.34% retail investors. Barings is the largest institutional shareholder, holding 12.97% of BBDC shares. VanEck BDC Income ETF is the top mutual fund, with 1.74% of its assets in Barings BDC shares.
BBDC Ownership Benchmark
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | Barings BDC | 29.05% | 0.61% | 70.34% |
| Sector | Financial Services Stocks | 746.79% | 13.83% | -660.62% |
| Industry | Asset Management Stocks | 32.78% | 11.49% | 55.73% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Barings | 13.64M | 12.97% | $112.25M |
| Private management group | 4.78M | 4.56% | $40.72M |
| Ares management | 3.63M | 3.45% | $29.88M |
| Cresset asset management | 2.32M | 2.21% | $19.13M |
| Van eck associates | 1.82M | 1.74% | $15.02M |
| Ubs group | 1.58M | 1.51% | $13.03M |
| Diameter capital partners lp | 1.47M | 1.40% | $12.11M |
| Russell investments group | 1.23M | 1.18% | $10.52M |
| Morgan stanley | 997.82K | 0.95% | $8.21M |
| Dimension capital management | 985.16K | 0.94% | $8.11M |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Muzinich | 714.96K | 2.08% | $6.09M |
| Ares management | 3.63M | 1.97% | $29.88M |
| Barings | 13.64M | 1.81% | $112.25M |
| Graniteshares advisors | 308.35K | 1.69% | $2.63M |
| Dimension capital management | 985.16K | 1.14% | $8.11M |
| Diameter capital partners lp | 1.47M | 1.13% | $12.11M |
| Private management group | 4.78M | 1.07% | $40.72M |
| Bulldog investors, llp | 334.90K | 0.62% | $2.76M |
| Privium fund management (uk) | 150.50K | 0.53% | $1.27M |
| Financial gravity asset management | 240.30K | 0.35% | $1.98M |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Diameter capital partners lp | 1.47M | 1.13% | 505.43K |
| Private management group | 4.78M | 1.07% | 479.54K |
| Russell investments group | 1.23M | 0.01% | 386.74K |
| Cresset asset management | 2.32M | 0.08% | 369.64K |
| D. e. shaw | 305.88K | 0.00% | 305.88K |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Relative value partners group | - | - | -1.37M |
| Punch & associates investment management | - | - | -1.21M |
| Rivernorth capital management | - | - | -806.07K |
| Harbor capital advisors | - | - | -756.34K |
| Nicola wealth management | - | - | -614.00K |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| D. e. shaw | 305.88K | 0.00% | 305.88K | $2.52M |
| Financial gravity companies | 224.10K | 0.31% | 224.10K | $1.91M |
| Privium fund management (uk) | 150.50K | 0.53% | 150.50K | $1.27M |
| Balyasny asset management | 78.75K | 0.00% | 78.75K | $648.13K |
| Mqs management | 47.23K | 0.26% | 47.23K | $388.74K |
Sold Out
| Holder | Change |
|---|---|
| Assetmark | -5.00 |
| Citigroup | -13.00 |
| Simplex trading | -24.00 |
| Salem investment counselors | -40.00 |
| Smartleaf asset management | -162.00 |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| Mar 31, 2026 | 145 | -34.39% | 30,549,614 | -36.14% | 29 | 1.40% | 73 | -26.26% | 34 | -50.00% |
| 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% |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| VanEck BDC Income ETF | 1.82M | 1.74% | - |
| Putnam BDC Income ETF | 1.40M | 1.34% | - |
| Invesco KBW High Dividend Yld Fincl ETF | 1.08M | 1.03% | - |
| Embark Small Cap Equity Institutional | 611.71K | 0.58% | -144.63K |
| iShares Listed Private Eq ETF USD Dist | 398.94K | 0.38% | - |
| GraniteShares HIPS US High Income ETF | 313.19K | 0.30% | - |
| RiverNorth Doubleline Strategic Inc I | 250.00K | 0.24% | 25.00K |
| SEB Listed Private Equity Fund ID (EUR) | 239.44K | 0.23% | - |
| BankInvest Børsnoterede Alt. Akk. W | 221.63K | 0.21% | 6.18K |
| Royce Micro Cap Trust | 215.30K | 0.20% | - |
Recent Insider Transactions
| Date | Name | Role | Activity | Value |
|---|---|---|---|---|
| Jun 03, 2026 | McDonnell Thomas | Chief Executive Officer | Buy | $82.70K |
| Dec 09, 2025 | BYERS STEPHEN R | - | Buy | $60.64K |
| Dec 09, 2025 | BYERS STEPHEN R | - | Sell | $50.93K |
| Jun 06, 2025 | Murray Elizabeth A. | CFO and COO and PAO | Buy | $30.06K |
| Jun 06, 2025 | BYERS STEPHEN R | - | Buy | $77.34K |
Insider Transactions Trends
| Date | Buy | Sell |
|---|---|---|
| 2026 Q2 | 1 | - |
| 2026 Q1 | - | - |
| 2025 Q4 | 1 | 1 |
| 2025 Q2 | 7 | 2 |
| 2025 Q1 | - | - |
BBDC Ownership FAQ
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