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, Q4 2024
Institutional positions in Kayne Anderson BDC, Inc. as of Dec 31, 2024. 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
- 47
- +27 vs. Q3 2024
- Shares held
- 4.05M
- +2.58M (+176.1%) vs. Q3 2024
- Total value
- $67.0M
- +$43.2M (+182.1%) vs. Q3 2024
- New holders
- 31
- 10 more added
- Sold out
- 4
- 2 more reduced
Compare with Q3 2024: 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, Q4 2024
Shares, value and share of portfolio for each institution holding Kayne Anderson BDC, Inc.; share changes are against Q3 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Bank of America Corp | 989,008 | $16.4M | 0.00% | +966,016+4,201.5% | Added |
| Alyeska Investment Group, L.P. | 473,989 | $7.84M | 0.03% | 00.0% | Unchanged |
| Callodine Capital Management, LP | 340,535 | $5.63M | 1.16% | 00.0% | Unchanged |
| Requisite Capital Management, LLC | 329,940 | $5.59M | 1.14% | +329,940 | New |
| CI Private Wealth, LLC | 264,549 | $4.21M | 0.01% | +264,549 | New |
| Sage Mountain Advisors LLC | 203,066 | $3.36M | 0.25% | +203,066 | New |
| Renaissance Technologies LLC | 145,100 | $2.40M | 0.00% | +123,900+584.4% | Added |
| UBS Group AG | 144,096 | $2.38M | 0.00% | +63,309+78.4% | Added |
| Confluence Investment Management LLC | 109,957 | $1.82M | 0.03% | +6,169+5.9% | Added |
| Keebeck Wealth Management, LLC | 94,388 | $1.60M | 0.23% | +94,388 | New |
| HB Wealth Management, LLC | 96,195 | $1.59M | 0.02% | +96,195 | New |
| Centric Wealth Management | 71,270 | $1.18M | 0.32% | +71,270 | New |
| Morgan Stanley | 68,236 | $1.13M | 0.00% | +36,376+114.2% | Added |
| Millennium Management LLC | 62,500 | $1.03M | 0.00% | +24,701+65.3% | Added |
| Franklin Resources Inc | 57,355 | $948.7K | 0.00% | −7,325−11.3% | Reduced |
| Citadel Advisors LLC | 56,078 | $927.5K | 0.00% | +9,753+21.1% | Added |
| SlateStone Wealth, LLC | 56,055 | $927.0K | 0.09% | +56,055 | New |
| Summit Trail Advisors, LLC | 53,155 | $900.4K | 0.03% | +53,155 | New |
| Pathstone Holdings, LLC | 51,223 | $847.2K | 0.00% | +51,223 | New |
| Invesco Ltd. | 43,068 | $712.3K | 0.00% | +43,068 | New |
| Brown Advisory Inc | 35,902 | $593.8K | 0.00% | 00.0% | Unchanged |
| Janus Henderson Group PLC | 32,949 | $545.0K | 0.00% | +32,949 | New |
| Magnus Financial Group LLC | 29,577 | $489.2K | 0.05% | +29,577 | New |
| Qube Research & Technologies Ltd | 29,511 | $488.1K | 0.00% | +29,511 | New |
| HRT Financial LP | 27,360 | $452.0K | 0.00% | +27,360 | New |
| Zuckerman Investment Group, LLC | 20,000 | $345.0K | 0.03% | +20,000 | New |
| Marshall Wace, LLP | 18,117 | $299.7K | 0.00% | +4,359+31.7% | Added |
| Cubist Systematic Strategies, LLC | 14,814 | $245.0K | 0.00% | +14,814 | New |
| Goldman Sachs Group Inc | 13,784 | $228.0K | 0.00% | +13,784 | New |
| Apollon Wealth Management, LLC | 12,718 | $210.4K | 0.00% | +12,718 | New |
| Promus Capital, LLC | 12,440 | $205.8K | 0.16% | +12,440 | New |
| Virtu Financial LLC | 11,893 | $197.0K | 0.01% | +11,893 | New |
| Accredited Investors Inc. | 11,824 | $195.6K | 0.01% | +11,824 | New |
| Cerity Partners LLC | 10,032 | $169.9K | 0.00% | +10,032 | New |
| Perigon Wealth Management, LLC | 10,141 | $169.3K | 0.00% | +10,141 | New |
| BIP Wealth, LLC | 10,141 | $167.7K | 0.01% | +10,141 | New |
| BlackRock, Inc. | 9,361 | $154.8K | 0.00% | +9,361 | New |
| Wells Fargo & Company | 8,649 | $143.1K | 0.00% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 5,000 | $82.7K | 0.00% | +5,000 | New |
| Citigroup Inc | 3,571 | $59.1K | 0.00% | +3,311+1,273.5% | Added |
| CIBC Private Wealth Group, LLC | 2,782 | $46.5K | 0.00% | +2,782 | New |
| Royal Bank of Canada | 2,704 | $45.0K | 0.00% | −226−7.7% | Reduced |
| Acadian Asset Management LLC | 2,445 | $40.0K | 0.00% | +413+20.3% | Added |
| Tower Research Capital LLC (TRC) | 539 | $8.91K | 0.00% | +539 | New |
| National Bank of Canada | 142 | $2.35K | 0.00% | +142 | New |
| Point72 (DIFC) Ltd | 53 | $877 | 0.00% | +53 | New |
| Brown Brothers Harriman & Co | 7 | $116 | 0.00% | +7 | New |
| FMR LLC | 0 | $0 | 0.00% | −122,500−100.0% | Sold out |
| Teacher Retirement System of Texas | 0 | $0 | 0.00% | −52,696−100.0% | Sold out |
| BNP Paribas Arbitrage, SA | 0 | $0 | 0.00% | −2,722−100.0% | Sold out |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 0 | $0 | 0.00% | −123−100.0% | Sold out |