| Filer | Ownership | Change % | Holdings Value | Net Change | Nb Shares | Change % | Reporting Name | Report Period |
|---|---|---|---|---|---|---|---|---|
| FIRST TRUST PORTFOLIOS LP | 22% | $63,469,592 | 4,438,433 | First Trust Portfolios L.P. | 31 Dec 2024 |
As of 31 Dec 2025, 50 institutional investors reported holding 3,586,121 shares of BARINGS GLOBAL SHORT DURATION HIGH YIELD FUND - Common (BGH). This represents 18% of the company’s total 20,065,249 outstanding shares.
The largest institutional shareholders of BARINGS GLOBAL SHORT DURATION HIGH YIELD FUND - Common (BGH) together control 17% of the company’s outstanding shares — a level of ownership often associated with strong institutional conviction and long‑term capital commitment.
| Institution | Ownership % | Shares Held | Share Change % | Portfolio % | Holdings Value |
|---|---|---|---|---|---|
| WELLS FARGO & COMPANY/MN | 3.3% | 661,907 | +4% | 0% | $9,935,229 |
| Invesco Ltd. | 1.8% | 355,212 | -12% | 0% | $5,331,732 |
| GUGGENHEIM CAPITAL LLC | 1.6% | 329,624 | +15% | 0.04% | $4,947,656 |
| TSP Capital Management Group, LLC | 1.6% | 324,754 | 1.2% | $4,874,554 | |
| COHEN & STEERS, INC. | 0.93% | 186,013 | 0% | 0.01% | $2,792,000 |
| MORGAN STANLEY | 0.92% | 185,588 | +17% | 0% | $2,785,676 |
| RAYMOND JAMES FINANCIAL INC | 0.87% | 174,347 | -17% | 0% | $2,616,955 |
| Capital Investment Advisors, LLC | 0.78% | 156,945 | -4% | 0.04% | $2,355,745 |
| J.W. COLE ADVISORS, INC. | 0.55% | 109,868 | +12% | 0.04% | $1,649,120 |
| PFG Investments, LLC | 0.53% | 105,968 | 0.07% | $1,590,580 | |
| Secure Asset Management, LLC | 0.37% | 73,374 | -15% | 0.17% | $1,101,349 |
| NewEdge Advisors, LLC | 0.34% | 68,149 | +0.3% | 0% | $1,022,924 |
| AMERIPRISE FINANCIAL INC | 0.34% | 68,000 | +183% | 0% | $1,020,680 |
| Nilsine Partners, LLC | 0.32% | 63,501 | +2.4% | 0.08% | $953,148 |
| Janney Montgomery Scott LLC | 0.3% | 59,907 | +12% | 0% | $899,000 |
| BANK OF AMERICA CORP /DE/ | 0.29% | 58,730 | +0.22% | 0% | $881,542 |
| ROYAL BANK OF CANADA | 0.28% | 56,737 | -1.9% | 0% | $852,000 |
| Advisors Asset Management, Inc. | 0.26% | 53,053 | -1.6% | 0.01% | $796,326 |
| LPL Financial LLC | 0.24% | 47,649 | -22% | 0% | $715,213 |
| Cetera Investment Advisers | 0.18% | 36,722 | -19% | 0% | $551,197 |
| Shaker Financial Services, LLC | 0.17% | 33,789 | 0.16% | $511,306 | |
| Hennion & Walsh Asset Management, Inc. | 0.14% | 28,932 | -31% | 0.01% | $434,269 |
| FIRST TRUST ADVISORS LP | 0.14% | 27,304 | -6.4% | 0% | $409,830 |
| Corient Private Wealth LLC | 0.13% | 27,085 | 0% | 0% | $406,546 |
| Baird Financial Group, Inc. | 0.12% | 24,767 | 0% | 0% | $371,753 |
| Period | Reported Shares, Excl. Options | Value, Excl. Options | Value Change | Price (Median) | Investors |
|---|---|---|---|---|---|
| 2025 Q4 | 3,586,121 | $53,844,729 | +$577,768 | $15.01 | 50 |
| 2025 Q3 | 4,265,952 | $54,665,427 | -$9,590,807 | $15.46 | 54 |
| 2025 Q2 | 4,148,386 | $63,909,189 | +$5,582,625 | $15.40 | 48 |
| 2025 Q1 | 3,792,942 | $57,366,959 | -$4,421,326 | $15.12 | 46 |
| 2024 Q4 | 4,084,342 | $63,071,825 | -$4,732,464 | $15.44 | 50 |
| 2024 Q3 | 4,342,770 | $65,929,841 | -$11,634,066 | $15.18 | 47 |
| 2024 Q2 | 5,128,698 | $74,121,775 | -$1,212,948 | $14.45 | 53 |
| 2024 Q1 | 5,215,064 | $74,581,259 | -$7,481,288 | $14.30 | 49 |
| 2023 Q4 | 5,743,759 | $77,281,173 | +$2,600,060 | $13.44 | 55 |
| 2023 Q3 | 5,550,203 | $70,486,700 | -$814,216 | $12.70 | 59 |
| 2023 Q2 | 5,612,163 | $73,181,709 | -$4,661,887 | $13.04 | 50 |
| 2023 Q1 | 5,973,753 | $77,074,846 | -$6,438,825 | $12.90 | 57 |
| 2022 Q4 | 6,491,735 | $82,450,468 | +$2,440,341 | $12.68 | 57 |
| 2022 Q3 | 6,338,832 | $77,487,466 | -$1,413,666 | $12.22 | 61 |
| 2022 Q2 | 6,467,705 | $84,142,792 | +$1,677,582 | $13.01 | 62 |
| 2022 Q1 | 6,372,830 | $98,588,208 | +$11,578,208 | $15.50 | 65 |
| 2021 Q4 | 5,611,318 | $97,288,096 | +$9,261,025 | $17.34 | 55 |
| 2021 Q3 | 4,986,365 | $85,266,917 | +$2,064,470 | $17.10 | 50 |
| 2021 Q2 | 4,865,756 | $83,106,009 | +$7,199,653 | $17.08 | 49 |
| 2021 Q1 | 4,470,210 | $71,879,623 | +$5,880,528 | $16.08 | 52 |
| 2020 Q4 | 4,060,372 | $61,268,570 | +$8,660,596 | $15.09 | 46 |
| 2020 Q3 | 3,515,871 | $46,840,304 | +$4,640,015 | $13.32 | 39 |
| 2020 Q2 | 3,169,699 | $39,842,822 | +$879,668 | $12.57 | 38 |
| 2020 Q1 | 3,138,590 | $34,938,198 | +$3,383,418 | $11.13 | 44 |
| 2019 Q4 | 2,816,257 | $49,362,837 | +$4,936,997 | $17.53 | 42 |
| 2019 Q3 | 2,581,715 | $44,919,529 | -$102,700 | $17.40 | 38 |
| 2019 Q2 | 2,586,269 | $45,723,430 | -$2,289,986 | $17.68 | 34 |
| 2019 Q1 | 2,715,369 | $49,143,272 | -$8,887,936 | $18.10 | 33 |
| 2018 Q4 | 3,319,363 | $52,924,963 | +$5,839,721 | $15.95 | 47 |
| 2018 Q3 | 2,850,289 | $55,239,233 | -$6,483,007 | $19.38 | 37 |
| 2018 Q2 | 3,190,608 | $59,913,523 | -$424,613 | $18.78 | 32 |
| 2018 Q1 | 3,213,448 | $59,965,579 | +$1,841,594 | $18.66 | 35 |
| 2017 Q4 | 3,164,394 | $61,319,505 | +$3,170,255 | $19.38 | 39 |
| 2017 Q3 | 2,960,989 | $60,997,204 | +$87,974 | $20.60 | 29 |
| 2017 Q2 | 2,924,915 | $57,855,565 | -$6,430,522 | $19.78 | 34 |
| 2017 Q1 | 3,260,924 | $64,495,341 | +$6,131,589 | $19.78 | 32 |
| 2016 Q4 | 2,947,174 | $56,674,596 | +$5,160,383 | $19.23 | 29 |
| 2016 Q3 | 2,685,028 | $50,020,488 | +$50,019,148 | $18.63 | 32 |
| 2016 Q2 | 0 | $0 | -$5,000 | $15.07 | 0 |
| 2016 Q1 | 300 | $5,000 | $16.67 | 1 |