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, Q1 2025
Institutional positions in Kayne Anderson BDC, Inc. as of Mar 31, 2025. 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
- 62
- +15 vs. Q4 2024
- Shares held
- 6.23M
- +2.19M (+54.1%) vs. Q4 2024
- Total value
- $101.4M
- +$34.4M (+51.4%) vs. Q4 2024
- New holders
- 22
- 28 more added
- Sold out
- 7
- 8 more reduced
Compare with Q4 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 | $525.8M |
| Q3 2025 | 83 | $371.5M |
| Q2 2025 | 70 | $381.7M |
| 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, Q1 2025
Shares, value and share of portfolio for each institution holding Kayne Anderson BDC, Inc.; share changes are against Q4 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Bank of America Corp | 1,641,070 | $26.6M | 0.00% | +652,062+65.9% | Added |
| CI Private Wealth, LLC | 600,526 | $9.78M | 0.02% | +335,977+127.0% | Added |
| Sage Mountain Advisors LLC | 541,109 | $8.78M | 0.65% | +338,043+166.5% | Added |
| Renaissance Technologies LLC | 387,700 | $6.29M | 0.01% | +242,600+167.2% | Added |
| Requisite Capital Management, LLC | 365,783 | $6.08M | 1.37% | +35,843+10.9% | Added |
| Callodine Capital Management, LP | 337,730 | $5.48M | 0.91% | −2,805−0.8% | Reduced |
| Keebeck Wealth Management, LLC | 228,518 | $3.71M | 0.55% | +134,130+142.1% | Added |
| HB Wealth Management, LLC | 172,445 | $2.80M | 0.02% | +76,250+79.3% | Added |
| UBS Group AG | 141,680 | $2.30M | 0.00% | −2,416−1.7% | Reduced |
| Centric Wealth Management | 137,620 | $2.23M | 0.59% | +66,350+93.1% | Added |
| Confluence Investment Management LLC | 110,635 | $1.79M | 0.03% | +678+0.6% | Added |
| Summit Trail Advisors, LLC | 106,310 | $1.77M | 0.06% | +53,155+100.0% | Added |
| SlateStone Wealth, LLC | 103,052 | $1.67M | 0.17% | +46,997+83.8% | Added |
| Morgan Stanley | 102,869 | $1.67M | 0.00% | +34,633+50.8% | Added |
| Pathstone Holdings, LLC | 102,446 | $1.66M | 0.01% | +51,223+100.0% | Added |
| MAI Capital Management | 87,755 | $1.42M | 0.01% | +87,755 | New |
| Equitec Proprietary Markets, LLC | 81,332 | $1.32M | 3.78% | +81,332 | New |
| Franklin Resources Inc | 78,020 | $1.27M | 0.00% | +20,665+36.0% | Added |
| Cerity Partners LLC | 73,073 | $1.19M | 0.00% | +63,041+628.4% | Added |
| Cresset Asset Management, LLC | 62,360 | $1.04M | 0.01% | +62,360 | New |
| Millennium Management LLC | 50,469 | $818.6K | 0.00% | −12,031−19.2% | Reduced |
| HRT Financial LP | 42,421 | $688.0K | 0.00% | +15,061+55.0% | Added |
| Accelerate Investment Advisors LLC | 41,828 | $678.5K | 0.57% | +41,828 | New |
| Magnus Financial Group LLC | 39,261 | $636.8K | 0.06% | +9,684+32.7% | Added |
| Invesco Ltd. | 39,147 | $635.0K | 0.00% | −3,921−9.1% | Reduced |
| Brown Advisory Inc | 35,902 | $582.3K | 0.00% | 00.0% | Unchanged |
| Northern Trust Corp | 32,256 | $523.2K | 0.00% | +32,256 | New |
| Goldman Sachs Group Inc | 30,285 | $491.2K | 0.00% | +16,501+119.7% | Added |
| Janus Henderson Group PLC | 29,680 | $490.0K | 0.00% | −3,269−9.9% | Reduced |
| Apollon Wealth Management, LLC | 30,136 | $488.8K | 0.01% | +17,418+137.0% | Added |
| Insight Wealth Partners, LLC | 21,559 | $349.7K | 0.21% | +21,559 | New |
| Citadel Advisors LLC | 20,924 | $339.4K | 0.00% | −35,154−62.7% | Reduced |
| BIP Wealth, LLC | 20,282 | $329.0K | 0.02% | +10,141+100.0% | Added |
| Zuckerman Investment Group, LLC | 20,000 | $324.4K | 0.03% | 00.0% | Unchanged |
| Qube Research & Technologies Ltd | 19,634 | $318.5K | 0.00% | −9,877−33.5% | Reduced |
| Wells Fargo & Company | 18,649 | $302.5K | 0.00% | +10,000+115.6% | Added |
| Accredited Investors Inc. | 18,578 | $301.3K | 0.02% | +6,754+57.1% | Added |
| Generali Investments CEE, investicni spolecnost, a.s. | 17,230 | $279.5K | 0.03% | +17,230 | New |
| HighTower Advisors, LLC | 16,581 | $268.9K | 0.00% | +16,581 | New |
| Cubist Systematic Strategies, LLC | 16,504 | $267.7K | 0.00% | +1,690+11.4% | Added |
| AdvisorNet Financial, Inc | 14,765 | $239.5K | 0.02% | +14,765 | New |
| Commonwealth Equity Services, LLC | 14,589 | $237.0K | 0.00% | +14,589 | New |
| SNS Financial Group, LLC | 14,084 | $234.1K | 0.02% | +14,084 | New |
| Gsa Capital Partners LLP | 14,366 | $233.0K | 0.02% | +14,366 | New |
| GWM Advisors LLC | 14,044 | $227.8K | 0.00% | +14,044 | New |
| Eagle Global Advisors LLC | 13,380 | $217.0K | 0.01% | +13,380 | New |
| Woodley Farra Manion Portfolio Management Inc | 12,298 | $204.4K | 0.01% | +12,298 | New |
| Promus Capital, LLC | 12,440 | $201.8K | 0.15% | 00.0% | Unchanged |
| Man Group plc | 11,984 | $194.4K | 0.00% | +11,984 | New |
| Acadian Asset Management LLC | 10,788 | $173.0K | 0.00% | +8,343+341.2% | Added |
| Raymond James Financial Inc | 10,624 | $172.3K | 0.00% | +10,624 | New |
| Mesirow Financial Investment Management, Inc. | 10,343 | $167.8K | 0.00% | +10,343 | New |
| Global View Capital Management LLC | 10,312 | $167.3K | 0.06% | +10,312 | New |
| SGL Investment Advisors, Inc. | 10,532 | $164.8K | 0.09% | +10,532 | New |
| BlackRock, Inc. | 9,285 | $150.6K | 0.00% | −76−0.8% | Reduced |
| Advisor Group Holdings, Inc. | 6,007 | $97.4K | 0.00% | +1,007+20.1% | Added |
| Royal Bank of Canada | 5,500 | $89.0K | 0.00% | +2,796+103.4% | Added |
| CIBC Private Wealth Group, LLC | 5,564 | $81.3K | 0.00% | +2,782+100.0% | Added |
| JPMorgan Chase & Co | 4,895 | $79.4K | 0.00% | +4,895 | New |
| Citigroup Inc | 3,951 | $64.1K | 0.00% | +380+10.6% | Added |
| Security National Bank | 1,376 | $22.3K | 0.00% | +1,376 | New |
| Point72 (DIFC) Ltd | 53 | $860 | 0.00% | 00.0% | Unchanged |
| Alyeska Investment Group, L.P. | 0 | $0 | 0.00% | −473,989−100.0% | Sold out |
| Marshall Wace, LLP | 0 | $0 | 0.00% | −18,117−100.0% | Sold out |
| Virtu Financial LLC | 0 | $0 | 0.00% | −11,893−100.0% | Sold out |
| Perigon Wealth Management, LLC | 0 | $0 | 0.00% | −10,141−100.0% | Sold out |
| Tower Research Capital LLC (TRC) | 0 | $0 | 0.00% | −539−100.0% | Sold out |
| National Bank of Canada | 0 | $0 | 0.00% | −142−100.0% | Sold out |
| Brown Brothers Harriman & Co | 0 | $0 | 0.00% | −7−100.0% | Sold out |