Kayne Anderson BDC, Inc.
KBDC- Exchange
- NYSE
- SEC CIK
- 0001747172
In the last 90 days, Kayne Anderson BDC, Inc. insiders filed 3 open-market purchases and 0 sales; 93 institutions reported holding it in 13F filings for Q2 2026, worth $433.3M in total; no superinvestor holds it.
13F holders, Q2 2026
Institutional positions in Kayne Anderson BDC, Inc. as of Jun 30, 2026. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 93
- +1 vs. Q1 2026
- Shares held
- 32.0M
- −4.78M (−13.0%) vs. Q1 2026
- Total value
- $433.3M
- −$71.2M (−14.1%) vs. Q1 2026
- New holders
- 17
- 33 more added
- Sold out
- 16
- 20 more reduced
1 institution that held it in Q1 2026 haven't filed for Q2 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2026: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting KBDC on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 93 | $433.3M |
| Q1 2026 | 93 | $504.6M |
| Q4 2025 | 87 | $531.7M |
| Q3 2025 | 83 | $371.7M |
| Q2 2025 | 70 | $382.2M |
| Q1 2025 | 62 | $101.4M |
| Q4 2024 | 47 | $67.0M |
| Q3 2024 | 20 | $23.7M |
| Q2 2024 | 16 | $22.2M |
| Q1 2024 | 0 | $0 |
| Q4 2023 | 0 | $0 |
| Q3 2023 | 0 | $0 |
| Q2 2023 | 0 | $0 |
| Q1 2023 | 0 | $0 |
| Q4 2022 | 0 | $0 |
| Q3 2022 | 0 | $0 |
| Q2 2022 | 0 | $0 |
| Q1 2022 | 0 | $0 |
| Q4 2021 | 0 | $0 |
| Q3 2021 | 0 | $0 |
| Q2 2021 | 0 | $0 |
| Q1 2021 | 0 | $0 |
Institutions, Q2 2026
Shares, value and share of portfolio for each institution holding Kayne Anderson BDC, Inc.; share changes are against Q1 2026.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Koch, Inc. | 10,485,004 | $141.9M | 12.96% | −1,696,347−13.9% | Reduced |
| State of Michigan Retirement System | 6,566,762 | $88.8M | 0.39% | 00.0% | Unchanged |
| HF Capital, LLC | 2,216,905 | $30.0M | 10.11% | −128,160−5.5% | Reduced |
| Pathstone Holdings, LLC | 1,063,041 | $14.4M | 0.04% | −55,137−4.9% | Reduced |
| Russell Investments Group, Ltd. | 796,324 | $10.8M | 0.01% | +244,504+44.3% | Added |
| Franklin Resources Inc | 779,757 | $10.6M | 0.00% | +27,571+3.7% | Added |
| UBS Group AG | 747,232 | $10.1M | 0.00% | +99,744+15.4% | Added |
| Van Eck Associates Corp | 669,889 | $9.06M | 0.01% | +71,447+11.9% | Added |
| Requisite Capital Management, LLC | 645,130 | $8.99M | 1.49% | +39,385+6.5% | Added |
| Morgan Stanley | 662,123 | $8.96M | 0.00% | +204,063+44.5% | Added |
| Columbus Macro, LLC | 610,736 | $8.26M | 0.80% | +610,736 | New |
| Envestnet Asset Management Inc | 608,963 | $8.24M | 0.00% | +608,963 | New |
| Cetera Investment Advisers | 590,495 | $7.99M | 0.01% | +590,495 | New |
| Kennedy Capital Management, Inc. | 384,999 | $5.21M | 0.09% | −6,134−1.6% | Reduced |
| Sage Mountain Advisors LLC | 353,274 | $4.78M | 0.29% | −64,788−15.5% | Reduced |
| American Financial Group Inc | 283,903 | $3.84M | 1.35% | +78,000+37.9% | Added |
| HB Wealth Management, LLC | 280,189 | $3.79M | 0.02% | +44,848+19.1% | Added |
| Renaissance Technologies LLC | 250,829 | $3.39M | 0.00% | +105,507+72.6% | Added |
| Wells Fargo & Company | 239,142 | $3.24M | 0.00% | +12,742+5.6% | Added |
| BlackRock, Inc. | 235,871 | $3.19M | 0.00% | −5,664−2.3% | Reduced |
| AG Asset Advisory, LLC | 203,300 | $2.75M | 2.22% | 00.0% | Unchanged |
| HRT Financial LP | 186,489 | $2.52M | 0.00% | +64,109+52.4% | Added |
| CI Private Wealth, LLC | 183,877 | $2.49M | 0.00% | −193,585−51.3% | Reduced |
| Activest Wealth Management | 149,137 | $2.02M | 0.39% | −97,829−39.6% | Reduced |
| Centric Wealth Management | 131,578 | $2.00M | 0.31% | 00.0% | Unchanged |
| Citadel Advisors LLC | 129,630 | $1.75M | 0.00% | +51,881+66.7% | Added |
| Bank of America Corp | 124,586 | $1.69M | 0.00% | −5,440,637−97.8% | Reduced |
| Dba Trading, LLC | 121,998 | $1.67M | 0.84% | 00.0% | Unchanged |
| Millennium Management LLC | 104,225 | $1.41M | 0.00% | +81,496+358.6% | Added |
| Callodine Capital Management, LP | 101,375 | $1.37M | 0.09% | −190,366−65.3% | Reduced |
| Adams Asset Advisors, LLC | 101,163 | $1.37M | 0.16% | +80,822+397.3% | Added |
| State Street Corp | 97,936 | $1.36M | 0.00% | +14,826+17.8% | Added |
| Hennion & Walsh Asset Management, Inc. | 99,755 | $1.35M | 0.04% | +31,444+46.0% | Added |
| Cresset Asset Management, LLC | 95,136 | $1.33M | 0.00% | 00.0% | Unchanged |
| SlateStone Wealth, LLC | 94,644 | $1.28M | 0.10% | 00.0% | Unchanged |
| Stifel Financial Corp | 83,186 | $1.13M | 0.00% | +36,290+77.4% | Added |
| Inscription Capital, LLC | 81,132 | $1.10M | 0.10% | 00.0% | Unchanged |
| Closed-End Fund Advisors, Inc. | 78,501 | $1.06M | 1.04% | +42,646+118.9% | Added |
| Commonwealth Equity Services, LLC | 75,193 | $1.02M | 0.00% | +75,193 | New |
| Confluence Investment Management LLC | 74,821 | $1.01M | 0.02% | −146−0.2% | Reduced |
| Royal Bank of Canada | 70,209 | $950.0K | 0.00% | +2,646+3.9% | Added |
| Cerity Partners LLC | 67,820 | $917.6K | 0.00% | +619+0.9% | Added |
| Brown Advisory Inc | 64,595 | $874.0K | 0.00% | +2,838+4.6% | Added |
| Legacy Wealth Advisors, LLC | 59,089 | $799.5K | 0.35% | 00.0% | Unchanged |
| Accredited Investors Inc. | 50,898 | $688.6K | 0.03% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 44,676 | $604.5K | 0.00% | +33,775+309.8% | Added |
| Quantinno Capital Management LP | 43,836 | $593.1K | 0.00% | 00.0% | Unchanged |
| Kovack Advisors, Inc. | 41,922 | $567.2K | 0.03% | +41,922 | New |
| Belpointe Asset Management LLC | 41,610 | $563.0K | 0.02% | +3,442+9.0% | Added |
| Umb Bank N A | 37,165 | $502.8K | 0.01% | +37,165 | New |
| XTX Topco Ltd | 36,857 | $498.7K | 0.01% | −43,133−53.9% | Reduced |
| Dynamic Technology Lab Private Ltd | 33,872 | $458.0K | 0.10% | +15,497+84.3% | Added |
| Raymond James Financial Inc | 31,640 | $428.1K | 0.00% | +31,640 | New |
| Apollon Wealth Management, LLC | 31,354 | $424.2K | 0.01% | 00.0% | Unchanged |
| Jane Street Group, LLC | 30,035 | $406.4K | 0.00% | −159,680−84.2% | Reduced |
| TCTC Holdings, LLC | 29,805 | $403.3K | 0.01% | +17,883+150.0% | Added |
| HighTower Advisors, LLC | 26,441 | $357.7K | 0.00% | −6,831−20.5% | Reduced |
| Truist Financial Corp | 25,459 | $344.5K | 0.00% | +340+1.4% | Added |
| SEI Investments Co | 24,580 | $332.6K | 0.00% | −28,602−53.8% | Reduced |
| Invesco Ltd. | 23,537 | $318.5K | 0.00% | +8,171+53.2% | Added |
| Squarepoint Ops LLC | 22,705 | $307.2K | 0.00% | +12,663+126.1% | Added |
| Eagle Global Advisors LLC | 21,550 | $291.6K | 0.01% | +21,550 | New |
| GWM Advisors LLC | 21,067 | $285.0K | 0.00% | 00.0% | Unchanged |
| Platt Wealth Management LLC | 20,079 | $271.0K | 0.22% | 00.0% | Unchanged |
| TT Capital Management LLC | 20,000 | $270.6K | 0.21% | −1,100−5.2% | Reduced |
| Birchview Capital, LP | 20,000 | $270.6K | 0.13% | 00.0% | Unchanged |
| Woodley Farra Manion Portfolio Management Inc | 18,447 | $257.0K | 0.01% | 00.0% | Unchanged |
| Brevan Howard Capital Management LP | 17,085 | $231.2K | 0.00% | +4,652+37.4% | Added |
| Cary Street Partners Financial LLC | 16,480 | $223.0K | 0.00% | +2,000+13.8% | Added |
| Generali Investments CEE, investicni spolecnost, a.s. | 15,835 | $214.2K | 0.01% | 00.0% | Unchanged |
| Advisors Asset Management, Inc. | 15,730 | $212.8K | 0.00% | +15,730 | New |
| Avenue 1 Advisors, LLC | 14,901 | $201.6K | 0.05% | 00.0% | Unchanged |
| Price T Rowe Associates Inc | 14,407 | $195.0K | 0.00% | −1,748−10.8% | Reduced |
| Virtu Financial LLC | 14,036 | $190.0K | 0.01% | +14,036 | New |
| Rockefeller Capital Management L.P. | 13,006 | $176.0K | 0.00% | 00.0% | Unchanged |
| Balentine LLC | 11,922 | $161.3K | 0.01% | 00.0% | Unchanged |
| Sovereign Financial Group, Inc. | 11,555 | $156.3K | 0.02% | +235+2.1% | Added |
| Windsor Advisory Group, LLC | 11,222 | $151.8K | 0.11% | +11,222 | New |
| Baird Financial Group, Inc. | 10,859 | $146.9K | 0.00% | +10,859 | New |
| BKD Wealth Advisors, LLC | 10,504 | $142.1K | 0.00% | 00.0% | Unchanged |
| Advisory Services Network, LLC | 10,267 | $138.9K | 0.00% | +55+0.5% | Added |
| D. E. Shaw & Co., Inc. | 10,167 | $137.6K | 0.00% | −4,522−30.8% | Reduced |
| nVerses Capital, LLC | 10,104 | $136.7K | 0.21% | −1,770−14.9% | Reduced |
| Kavar Capital Partners Group, LLC | 10,000 | $135.3K | 0.02% | +10,000 | New |
| Security National Bank | 4,404 | $59.6K | 0.01% | 00.0% | Unchanged |
| Quantbot Technologies LP | 3,918 | $53.0K | 0.00% | +3,918 | New |
| BNP Paribas Arbitrage, SA | 2,400 | $32.5K | 0.00% | −8,505−78.0% | Reduced |
| Fourth Dimension Wealth, LLC | 1,000 | $13.5K | 0.00% | +1,000 | New |
| Founders Capital Management | 800 | $10.8K | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 300 | $4.06K | 0.00% | +300 | New |
| Roxbury Financial LLC | 168 | $2.27K | 0.00% | +168 | New |
| Caitong International Asset Management Co., Ltd | 34 | $460 | 0.00% | +7+25.9% | Added |
| JPMorgan Chase & Co | 13 | $181 | 0.00% | 00.0% | Unchanged |
| Susquehanna International Group, LLP | 0 | $0 | 0.00% | −21,231−100.0% | Sold out |
| Zacks Investment Management | 0 | $0 | 0.00% | −17,950−100.0% | Sold out |
| Change Path, LLC | 0 | $0 | 0.00% | −17,950−100.0% | Sold out |
| SGL Investment Advisors, Inc. | 0 | $0 | 0.00% | −15,799−100.0% | Sold out |
| SNS Financial Group, LLC | 0 | $0 | 0.00% | −14,947−100.0% | Sold out |
| MQS Management LLC | 0 | $0 | 0.00% | −14,896−100.0% | Sold out |
| Magnus Financial Group LLC | 0 | $0 | 0.00% | −13,225−100.0% | Sold out |