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 2025
Institutional positions in Kayne Anderson BDC, Inc. as of Jun 30, 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
- 70
- +8 vs. Q1 2025
- Shares held
- 25.0M
- +18.8M (+301.0%) vs. Q1 2025
- Total value
- $382.2M
- +$280.8M (+277.0%) vs. Q1 2025
- New holders
- 19
- 42 more added
- Sold out
- 11
- 6 more reduced
Compare with Q1 2025: 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 2025
Shares, value and share of portfolio for each institution holding Kayne Anderson BDC, Inc.; share changes are against Q1 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Koch, Inc. | 12,181,352 | $185.9M | 26.89% | +12,181,352 | New |
| Bank of America Corp | 4,596,731 | $70.1M | 0.01% | +2,955,661+180.1% | Added |
| Merit Financial Group, LLC | 1,738,174 | $26.5M | 0.30% | +1,738,174 | New |
| Sage Mountain Advisors LLC | 930,426 | $14.2M | 0.92% | +389,317+71.9% | Added |
| Requisite Capital Management, LLC | 842,721 | $13.2M | 2.86% | +476,938+130.4% | Added |
| CI Private Wealth, LLC | 537,572 | $8.27M | 0.01% | −62,954−10.5% | Reduced |
| Keebeck Wealth Management, LLC | 402,400 | $6.30M | 0.83% | +173,882+76.1% | Added |
| Callodine Capital Management, LP | 337,730 | $5.15M | 0.53% | 00.0% | Unchanged |
| Renaissance Technologies LLC | 294,500 | $4.49M | 0.01% | −93,200−24.0% | Reduced |
| UBS Group AG | 236,127 | $3.60M | 0.00% | +94,447+66.7% | Added |
| Franklin Resources Inc | 223,657 | $3.41M | 0.00% | +145,637+186.7% | Added |
| Pathstone Holdings, LLC | 202,873 | $3.10M | 0.01% | +100,427+98.0% | Added |
| HB Wealth Management, LLC | 196,671 | $3.00M | 0.02% | +24,226+14.0% | Added |
| Morgan Stanley | 165,415 | $2.52M | 0.00% | +62,546+60.8% | Added |
| Centric Wealth Management | 161,669 | $2.47M | 0.59% | +24,049+17.5% | Added |
| SlateStone Wealth, LLC | 153,024 | $2.33M | 0.22% | +49,972+48.5% | Added |
| Cerity Partners LLC | 143,100 | $2.18M | 0.00% | +70,027+95.8% | Added |
| Millennium Management LLC | 134,419 | $2.05M | 0.00% | +83,950+166.3% | Added |
| Equitec Proprietary Markets, LLC | 121,998 | $1.86M | 7.42% | +40,666+50.0% | Added |
| Cresset Asset Management, LLC | 93,542 | $1.46M | 0.01% | +31,182+50.0% | Added |
| MAI Capital Management | 87,880 | $1.34M | 0.01% | +125+0.1% | Added |
| Inscription Capital, LLC | 81,132 | $1.24M | 0.18% | +81,132 | New |
| HRT Financial LP | 71,847 | $1.10M | 0.00% | +29,426+69.4% | Added |
| Wells Fargo & Company | 71,502 | $1.09M | 0.00% | +52,853+283.4% | Added |
| Accelerate Investment Advisors LLC | 62,743 | $957.5K | 0.71% | +20,915+50.0% | Added |
| Confluence Investment Management LLC | 56,100 | $856.1K | 0.01% | −54,535−49.3% | Reduced |
| Promus Capital, LLC | 49,762 | $759.4K | 0.25% | +37,322+300.0% | Added |
| Invesco Ltd. | 45,063 | $687.7K | 0.00% | +5,916+15.1% | Added |
| Goldman Sachs Group Inc | 43,915 | $670.1K | 0.00% | +13,630+45.0% | Added |
| Magnus Financial Group LLC | 40,861 | $623.5K | 0.05% | +1,600+4.1% | Added |
| Accredited Investors Inc. | 40,756 | $621.9K | 0.04% | +22,178+119.4% | Added |
| Apollon Wealth Management, LLC | 36,354 | $554.8K | 0.01% | +6,218+20.6% | Added |
| Brown Advisory Inc | 35,901 | $547.8K | 0.00% | −10.0% | Reduced |
| Citadel Advisors LLC | 34,363 | $524.4K | 0.00% | +13,439+64.2% | Added |
| BIP Wealth, LLC | 30,424 | $464.3K | 0.03% | +10,142+50.0% | Added |
| Zuckerman Investment Group, LLC | 30,000 | $457.8K | 0.04% | +10,000+50.0% | Added |
| Truist Financial Corp | 24,400 | $372.3K | 0.00% | +24,400 | New |
| Commonwealth Equity Services, LLC | 22,252 | $340.0K | 0.00% | +7,663+52.5% | Added |
| Jane Street Group, LLC | 22,062 | $336.7K | 0.00% | +22,062 | New |
| SNS Financial Group, LLC | 21,126 | $330.8K | 0.03% | +7,042+50.0% | Added |
| Insight Wealth Partners, LLC | 21,559 | $329.0K | 0.18% | 00.0% | Unchanged |
| GWM Advisors LLC | 21,067 | $321.5K | 0.00% | +7,023+50.0% | Added |
| JPMorgan Chase & Co | 19,301 | $294.5K | 0.00% | +14,406+294.3% | Added |
| Woodley Farra Manion Portfolio Management Inc | 18,447 | $288.9K | 0.01% | +6,149+50.0% | Added |
| Marex Group plc | 18,700 | $285.4K | 0.01% | +18,700 | New |
| Generali Investments CEE, investicni spolecnost, a.s. | 18,184 | $277.5K | 0.02% | +954+5.5% | Added |
| TCTC Holdings, LLC | 17,884 | $272.9K | 0.01% | +17,884 | New |
| HighTower Advisors, LLC | 17,755 | $270.9K | 0.00% | +1,174+7.1% | Added |
| SGL Investment Advisors, Inc. | 15,799 | $247.9K | 0.12% | +5,267+50.0% | Added |
| Evoke Wealth, LLC | 15,181 | $237.7K | 0.01% | +15,181 | New |
| Global View Capital Management LLC | 15,468 | $236.0K | 0.08% | +5,156+50.0% | Added |
| BNP Paribas Arbitrage, SA | 15,062 | $229.8K | 0.00% | +15,062 | New |
| BKD Wealth Advisors, LLC | 14,901 | $227.4K | 0.00% | +14,901 | New |
| Avenue 1 Advisors, LLC | 14,901 | $227.4K | 0.08% | +14,901 | New |
| Royal Bank of Canada | 14,800 | $226.0K | 0.00% | +9,300+169.1% | Added |
| Stifel Financial Corp | 14,750 | $225.1K | 0.00% | +14,750 | New |
| AdvisorNet Financial, Inc | 13,965 | $213.1K | 0.01% | −800−5.4% | Reduced |
| Eagle Global Advisors LLC | 13,380 | $204.2K | 0.01% | 00.0% | Unchanged |
| Advisory Services Network, LLC | 12,407 | $192.2K | 0.00% | +12,407 | New |
| Arcus Capital Partners, LLC | 12,375 | $188.8K | 0.08% | +12,375 | New |
| Valeo Financial Advisors, LLC | 12,090 | $184.5K | 0.00% | +12,090 | New |
| Balentine LLC | 11,922 | $181.9K | 0.01% | +11,922 | New |
| Advisor Group Holdings, Inc. | 10,268 | $156.7K | 0.00% | +4,261+70.9% | Added |
| Susquehanna International Group, LLP | 10,193 | $155.5K | 0.00% | +10,193 | New |
| BlackRock, Inc. | 9,550 | $145.7K | 0.00% | +265+2.9% | Added |
| Raymond James Financial Inc | 9,486 | $144.8K | 0.00% | −1,138−10.7% | Reduced |
| CIBC Private Wealth Group, LLC | 8,346 | $127.4K | 0.00% | +2,782+50.0% | Added |
| Security National Bank | 1,656 | $25.3K | 0.00% | +280+20.3% | Added |
| Allworth Financial LP | 700 | $10.7K | 0.00% | +700 | New |
| Skopos Labs, Inc. | 27 | $413 | 0.00% | +27 | New |
| Summit Trail Advisors, LLC | 0 | $0 | 0.00% | −106,310−100.0% | Sold out |
| Northern Trust Corp | 0 | $0 | 0.00% | −32,256−100.0% | Sold out |
| Janus Henderson Group PLC | 0 | $0 | 0.00% | −29,680−100.0% | Sold out |
| Qube Research & Technologies Ltd | 0 | $0 | 0.00% | −19,634−100.0% | Sold out |
| Cubist Systematic Strategies, LLC | 0 | $0 | 0.00% | −16,504−100.0% | Sold out |
| Gsa Capital Partners LLP | 0 | $0 | 0.00% | −14,366−100.0% | Sold out |
| Man Group plc | 0 | $0 | 0.00% | −11,984−100.0% | Sold out |
| Acadian Asset Management LLC | 0 | $0 | 0.00% | −10,788−100.0% | Sold out |
| Mesirow Financial Investment Management, Inc. | 0 | $0 | 0.00% | −10,343−100.0% | Sold out |
| Citigroup Inc | 0 | $0 | 0.00% | −3,951−100.0% | Sold out |
| Point72 (DIFC) Ltd | 0 | $0 | 0.00% | −53−100.0% | Sold out |