Barings BDC Ownership | Who Owns Barings BDC?
Barings BDC Ownership Summary
Barings BDC is owned by 43.28% institutional investors, 0.57% insiders, and 56.15% retail investors. Barings is the largest institutional shareholder, holding 12.96% 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 | 43.28% | 0.57% | 56.15% |
| Sector | Financial Services Stocks | 36.95% | 15.48% | 47.58% |
| Industry | Credit Services Stocks | 45.07% | 10.14% | 44.79% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Barings | 13.64M | 12.96% | $119.48B |
| Ares management | 3.80M | 3.61% | $33.26M |
| Private management group | 3.28M | 3.12% | $28.77M |
| Van eck associates | 2.48M | 2.36% | $21.73M |
| Cresset asset management | 2.14M | 2.04% | $18.76M |
| Ubs group | 1.21M | 1.15% | $10.59M |
| Invesco | 1.16M | 1.10% | $10.17M |
| Kovitz investment group partners | 972.32K | 0.92% | $8.52M |
| Franklin resources | 884.84K | 0.84% | $7.75M |
| Wells fargo & company/mn | 879.83K | 0.84% | $7.71M |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Barings | 13.64M | 2.27% | $119.48B |
| Muzinich | 486.10K | 1.65% | $4.26M |
| Icon advisers inc/co | 109.70K | 1.54% | $21.66M |
| Ares management | 3.80M | 1.51% | $33.26M |
| Private management group | 3.28M | 0.86% | $28.77M |
| Dimension capital management | 641.34K | 0.81% | $5.62M |
| Financial gravity companies | 306.06K | 0.55% | $2.80M |
| Green square capital advisors | 359.28K | 0.39% | $3.28M |
| Rivernorth capital management | 602.47K | 0.30% | $5.28M |
| Mckinley capital management | 157.26K | 0.27% | $1.53M |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Cresset asset management | 2.14M | 0.07% | 570.64K |
| Financial gravity companies | 306.06K | 0.55% | 306.06K |
| Blackrock funding, inc. /de | 864.20K | 0.00% | 229.15K |
| Sumitomo mitsui trust | 486.10K | 0.00% | 194.72K |
| Muzinich | 486.10K | 1.65% | 194.72K |
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 |
| Prevail innovative wealth advisors | 81.86K | 0.14% | 81.86K | $717.14K |
| Prosperity consulting group | 67.97K | 0.03% | 67.97K | $595.43K |
| Bank of montreal /can/ | 40.57K | 0.00% | 40.57K | $355.42K |
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 % |
|---|---|---|---|---|---|---|---|---|---|---|
| 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% |
| Sep 30, 2024 | 200 | 3.09% | 44,073,670 | 1.12% | 41 | 2.46% | 86 | -4.44% | 62 | 12.73% |
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
Try Tickergate Pro Free
Customize Everything. 100% Flexibility. Fast and Easy to Use (No code or Excel Needed)
Customize your own personal stocks lists, views and charts
Choose from hundreds of fields, up to 15 years of history
Conduct deep comparison analysis
Discover trending investment themes
Find your next best investment
Research stocks using tools