BGH Institutional Ownership & Shareholders
BARINGS GLBL SHRT DUR HI YLD (BGH) is currently held by 53 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $50.42M based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Wells Fargo & Company/Mn is currently the largest disclosed institutional shareholder of BGH tracked by InsiderSet, reporting ownership valued at approximately $8.14M in its June 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $7.27M, representing an estimated loss of -10.64% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 74% of the total disclosed BGH value among the investors covered in this analysis. Major shareholders include Wells Fargo & Company/Mn, Tsp Capital Management Group, Llc, Guggenheim Capital Llc, and several other long-term asset managers with concentrated positions in BARINGS GLBL SHRT DUR HI YLD (BGH).
This page ranks the largest institutional BGH shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
53
Total Reported Value
$50.42M
Largest Holder
Wells Fargo & Company/Mn
Largest Position
$8.14M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
65
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Wells Fargo & Company/Mn | 0.00% | 577,327 | $8,140,321 | $7,274,320 | -$866,001 | -10.64% | |
| Tsp Capital Management Group, Llc | 1.34% | 406,029 | $5,306,794 | $5,115,965 | -$190,829 | -3.60% | |
| Guggenheim Capital Llc | 0.03% | 327,822 | $4,622,290 | $4,130,557 | -$491,733 | -10.64% | |
| Invesco Ltd. | 0.00% | 299,826 | $4,227,547 | $3,777,808 | -$449,739 | -10.64% | |
| Raymond James Financial Inc | 0.00% | 249,812 | $3,522,351 | $3,147,631 | -$374,720 | -10.64% | |
| Cohen & Steers, Inc. | 0.00% | 216,013 | $3,046,000 | $2,721,764 | -$324,236 | -10.64% | |
| Shaker Financial Services, Llc | 0.96% | 219,769 | $2,896,603 | $2,769,089 | -$127,514 | -4.40% | |
| Capital Investment Advisors, Llc | 0.03% | 154,241 | $2,015,931 | $1,943,437 | -$72,494 | -3.60% | |
| Morgan Stanley | 0.00% | 139,841 | $1,971,758 | $1,761,997 | -$209,761 | -10.64% | |
| Pfg Investments, Llc | 0.06% | 108,068 | $1,523,759 | $1,361,657 | -$162,102 | -10.64% | |
| Hennion & Walsh Asset Management, Inc. | 0.04% | 116,560 | $1,523,439 | $1,468,656 | -$54,783 | -3.60% | |
| Newedge Advisors, Llc | 0.00% | 79,957 | $1,127,402 | $1,007,458 | -$119,944 | -10.64% | |
| Corient Private Wealth Llc | 0.00% | 68,256 | $962,410 | $860,026 | -$102,384 | -10.64% | |
| Janney Montgomery Scott Llc | 0.00% | 62,376 | $880,000 | $785,938 | -$94,062 | -10.69% | |
| Secure Asset Management, Llc | 0.11% | 65,517 | $856,309 | $825,514 | -$30,795 | -3.60% | |
| Cetera Investment Advisers | 0.00% | 58,245 | $821,260 | $733,887 | -$87,373 | -10.64% | |
| Bank Of America Corp | 0.00% | 56,018 | $789,854 | $705,827 | -$84,027 | -10.64% | |
| Royal Bank Of Canada | 0.00% | 53,874 | $759,000 | $678,812 | -$80,188 | -10.56% | |
| Lpl Financial Llc | 0.00% | 40,005 | $522,863 | $504,063 | -$18,800 | -3.60% | |
| First Trust Advisors Lp | 0.00% | 25,615 | $361,168 | $322,749 | -$38,419 | -10.64% | |
| Camelot Portfolios, Llc | 0.25% | 25,032 | $352,951 | $315,403 | -$37,548 | -10.64% | |
| Baird Financial Group, Inc. | 0.00% | 24,684 | $348,044 | $311,018 | -$37,026 | -10.64% | |
| Osaic Holdings, Inc. | 0.00% | 22,340 | $315,120 | $281,484 | -$33,636 | -10.67% | |
| Jane Street Group, Llc | 0.00% | 18,670 | $263,247 | $235,242 | -$28,005 | -10.64% | |
| Ubs Group Ag | 0.00% | 18,163 | $256,098 | $228,854 | -$27,244 | -10.64% | |
| Mml Investors Services, Llc | 0.00% | 16,518 | $232,902 | $208,127 | -$24,775 | -10.64% | |
| Caldwell Sutter Capital, Inc. | 0.09% | 16,400 | $231,240 | $206,640 | -$24,600 | -10.64% | |
| Readystate Asset Management Lp | 0.01% | 15,823 | $223,104 | $199,370 | -$23,734 | -10.64% | |
| Barings Llc | 0.00% | 16,756 | $219,005 | $211,126 | -$7,879 | -3.60% | |
| J.W. Cole Advisors, Inc. | 0.00% | 14,399 | $188,199 | $181,427 | -$6,772 | -3.60% | |
| Envestnet Asset Management Inc | 0.00% | 12,806 | $180,571 | $161,356 | -$19,215 | -10.64% | |
| Oppenheimer & Co Inc | 0.00% | 13,626 | $178,092 | $171,688 | -$6,404 | -3.60% | |
| Two Sigma Securities, Llc | 0.02% | 12,362 | $174,304 | $155,761 | -$18,543 | -10.64% | |
| Fifth Third Bancorp | 0.00% | 12,000 | $156,840 | $151,200 | -$5,640 | -3.60% | |
| Xtx Topco Ltd | 0.00% | 11,093 | $156,411 | $139,772 | -$16,639 | -10.64% | |
| Founders Financial Alliance, Llc | 0.02% | 10,538 | $148,583 | $132,779 | -$15,804 | -10.64% | |
| Vestmark Advisory Solutions, Inc. | 0.00% | 10,000 | $141,000 | $126,000 | -$15,000 | -10.64% | |
| Concurrent Investment Advisors, Llc | 0.00% | 10,636 | $139,013 | $134,014 | -$4,999 | -3.60% | |
| Mcrae Capital Management Inc | 0.03% | 10,485 | $137,048 | $132,111 | -$4,937 | -3.60% | |
| Elevation Point Wealth Partners, Llc | 0.00% | 10,000 | $131,923 | $126,000 | -$5,923 | -4.49% | |
| Ifg Advisory, Llc | 0.00% | 6,800 | $95,880 | $85,680 | -$10,200 | -10.64% | |
| Rockefeller Capital Management L.P. | 0.00% | 3,930 | $55,413 | $49,518 | -$5,895 | -10.64% | |
| Allworth Financial Lp | 0.00% | 3,600 | $50,760 | $45,360 | -$5,400 | -10.64% | |
| Clear Street Group Inc. | 0.00% | 3,334 | $47,009 | $42,008 | -$5,001 | -10.64% | |
| Soa Wealth Advisors, Llc. | 0.01% | 2,737 | $38,598 | $34,486 | -$4,112 | -10.65% | |
| Larson Financial Group Llc | 0.00% | 2,633 | $34,418 | $33,176 | -$1,242 | -3.61% | |
| Wolverine Asset Management Llc | 0.00% | 2,163 | $28,270 | $27,254 | -$1,016 | -3.59% | |
| Cwm, Llc | 0.00% | 560 | $7,650 | $7,056 | -$594 | -7.76% | |
| Provenance Wealth Advisors, Llc | 0.00% | 339 | $4,431 | $4,271 | -$160 | -3.60% | |
| Highline Wealth Partners Llc | 0.00% | 200 | $2,614 | $2,520 | -$94 | -3.60% |
Frequently asked questions about BGH
Who are the largest institutional holders of BGH?
The largest institutional holders of BGH reported in the latest SEC Form 13F filings include Wells Fargo & Company/Mn, Tsp Capital Management Group, Llc, Guggenheim Capital Llc, Invesco Ltd., and Raymond James Financial Inc. InsiderSet ranks institutional holders by their latest reported BGH position.
What is BGH institutional ownership?
This page tracks BGH positions reported by institutional investment managers through SEC Form 13F. BARINGS GLBL SHRT DUR HI YLD (BGH) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own BGH?
InsiderSet currently tracks 53 institutional managers reporting BGH holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of BGH shareholders.
How much BGH stock do institutions own?
Institutional investment managers disclosed approximately $50.42M in BGH holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was BGH institutional ownership last updated?
The latest BGH institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional BGH holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its BGH position after the reporting date.
Are institutions buying or selling BGH?
Institutional buying and selling can be analyzed by comparing BGH positions across consecutive 13F reporting periods. InsiderSet's BGH Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View BGH ownership changes.
How has BGH institutional ownership changed over time?
InsiderSet tracks BGH institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.