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