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
- +18.7M (+300.5%) vs. Q1 2025
- Total value
- $381.7M
- +$280.3M (+276.5%) 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 | $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, 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 |
|---|---|---|---|---|---|
| Skopos Labs, Inc. | 27 | $413 | 0.00% | +27 | New |
| Allworth Financial LP | 700 | $10.7K | 0.00% | +700 | New |
| Security National Bank | 1,656 | $25.3K | 0.00% | +280+20.3% | Added |
| Royal Bank of Canada | 7,400 | $113.0K | 0.00% | +1,900+34.5% | Added |
| CIBC Private Wealth Group, LLC | 8,346 | $127.4K | 0.00% | +2,782+50.0% | Added |
| Raymond James Financial Inc | 9,486 | $144.8K | 0.00% | −1,138−10.7% | Reduced |
| BlackRock, Inc. | 9,550 | $145.7K | 0.00% | +265+2.9% | Added |
| Susquehanna International Group, LLP | 10,193 | $155.5K | 0.00% | +10,193 | New |
| Advisor Group Holdings, Inc. | 10,268 | $156.7K | 0.00% | +4,261+70.9% | Added |
| Balentine LLC | 11,922 | $181.9K | 0.01% | +11,922 | New |
| Valeo Financial Advisors, LLC | 12,090 | $184.5K | 0.00% | +12,090 | New |
| Arcus Capital Partners, LLC | 12,375 | $188.8K | 0.08% | +12,375 | New |
| Advisory Services Network, LLC | 12,407 | $192.2K | 0.00% | +12,407 | New |
| Eagle Global Advisors LLC | 13,380 | $204.2K | 0.01% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 13,965 | $213.1K | 0.01% | −800−5.4% | Reduced |
| Stifel Financial Corp | 14,750 | $225.1K | 0.00% | +14,750 | New |
| Avenue 1 Advisors, LLC | 14,901 | $227.4K | 0.08% | +14,901 | New |
| BKD Wealth Advisors, LLC | 14,901 | $227.4K | 0.00% | +14,901 | New |
| BNP Paribas Arbitrage, SA | 15,062 | $229.8K | 0.00% | +15,062 | New |
| Global View Capital Management LLC | 15,468 | $236.0K | 0.08% | +5,156+50.0% | Added |
| Evoke Wealth, LLC | 15,181 | $237.7K | 0.01% | +15,181 | New |
| SGL Investment Advisors, Inc. | 15,799 | $247.9K | 0.12% | +5,267+50.0% | Added |
| HighTower Advisors, LLC | 17,755 | $270.9K | 0.00% | +1,174+7.1% | Added |
| TCTC Holdings, LLC | 17,884 | $272.9K | 0.01% | +17,884 | New |
| Generali Investments CEE, investicni spolecnost, a.s. | 18,184 | $277.5K | 0.02% | +954+5.5% | Added |
| Marex Group plc | 18,700 | $285.4K | 0.01% | +18,700 | New |
| Woodley Farra Manion Portfolio Management Inc | 18,447 | $288.9K | 0.01% | +6,149+50.0% | Added |
| JPMorgan Chase & Co | 19,301 | $294.5K | 0.00% | +14,406+294.3% | Added |
| GWM Advisors LLC | 21,067 | $321.5K | 0.00% | +7,023+50.0% | Added |
| Insight Wealth Partners, LLC | 21,559 | $329.0K | 0.18% | 00.0% | Unchanged |
| SNS Financial Group, LLC | 21,126 | $330.8K | 0.03% | +7,042+50.0% | Added |
| Jane Street Group, LLC | 22,062 | $336.7K | 0.00% | +22,062 | New |
| Commonwealth Equity Services, LLC | 22,252 | $340.0K | 0.00% | +7,663+52.5% | Added |
| Truist Financial Corp | 24,400 | $372.3K | 0.00% | +24,400 | New |
| Promus Capital, LLC | 24,881 | $379.7K | 0.25% | +12,441+100.0% | Added |
| Zuckerman Investment Group, LLC | 30,000 | $457.8K | 0.04% | +10,000+50.0% | Added |
| BIP Wealth, LLC | 30,424 | $464.3K | 0.03% | +10,142+50.0% | Added |
| Citadel Advisors LLC | 34,363 | $524.4K | 0.00% | +13,439+64.2% | Added |
| Brown Advisory Inc | 35,901 | $547.8K | 0.00% | −10.0% | Reduced |
| Apollon Wealth Management, LLC | 36,354 | $554.8K | 0.01% | +6,218+20.6% | Added |
| Accredited Investors Inc. | 40,756 | $621.9K | 0.04% | +22,178+119.4% | Added |
| Magnus Financial Group LLC | 40,861 | $623.5K | 0.05% | +1,600+4.1% | Added |
| Goldman Sachs Group Inc | 43,915 | $670.1K | 0.00% | +13,630+45.0% | Added |
| Invesco Ltd. | 45,063 | $687.7K | 0.00% | +5,916+15.1% | Added |
| Confluence Investment Management LLC | 56,100 | $856.1K | 0.01% | −54,535−49.3% | Reduced |
| Accelerate Investment Advisors LLC | 62,743 | $957.5K | 0.71% | +20,915+50.0% | Added |
| Wells Fargo & Company | 71,502 | $1.09M | 0.00% | +52,853+283.4% | Added |
| HRT Financial LP | 71,847 | $1.10M | 0.00% | +29,426+69.4% | Added |
| Inscription Capital, LLC | 81,132 | $1.24M | 0.18% | +81,132 | New |
| MAI Capital Management | 87,880 | $1.34M | 0.01% | +125+0.1% | Added |
| Cresset Asset Management, LLC | 93,542 | $1.46M | 0.01% | +31,182+50.0% | Added |
| Equitec Proprietary Markets, LLC | 121,998 | $1.86M | 7.42% | +40,666+50.0% | Added |
| Millennium Management LLC | 134,419 | $2.05M | 0.00% | +83,950+166.3% | Added |
| Cerity Partners LLC | 143,100 | $2.18M | 0.00% | +70,027+95.8% | Added |
| SlateStone Wealth, LLC | 153,024 | $2.33M | 0.22% | +49,972+48.5% | Added |
| Centric Wealth Management | 161,669 | $2.47M | 0.59% | +24,049+17.5% | Added |
| Morgan Stanley | 165,415 | $2.52M | 0.00% | +62,546+60.8% | Added |
| HB Wealth Management, LLC | 196,671 | $3.00M | 0.02% | +24,226+14.0% | Added |
| Pathstone Holdings, LLC | 202,873 | $3.10M | 0.01% | +100,427+98.0% | Added |
| Franklin Resources Inc | 223,657 | $3.41M | 0.00% | +145,637+186.7% | Added |
| UBS Group AG | 236,127 | $3.60M | 0.00% | +94,447+66.7% | Added |
| Renaissance Technologies LLC | 294,500 | $4.49M | 0.01% | −93,200−24.0% | Reduced |
| Callodine Capital Management, LP | 337,730 | $5.15M | 0.53% | 00.0% | Unchanged |
| Keebeck Wealth Management, LLC | 402,400 | $6.30M | 0.83% | +173,882+76.1% | Added |
| CI Private Wealth, LLC | 537,572 | $8.27M | 0.01% | −62,954−10.5% | Reduced |
| Requisite Capital Management, LLC | 842,721 | $13.2M | 2.86% | +476,938+130.4% | Added |
| Sage Mountain Advisors LLC | 930,426 | $14.2M | 0.92% | +389,317+71.9% | Added |
| Merit Financial Group, LLC | 1,738,174 | $26.5M | 0.30% | +1,738,174 | New |
| Bank of America Corp | 4,596,731 | $70.1M | 0.01% | +2,955,661+180.1% | Added |
| Koch, Inc. | 12,181,352 | $185.9M | 26.89% | +12,181,352 | 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 |