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 2026
Institutional positions in Kayne Anderson BDC, Inc. as of Mar 31, 2026. 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
- 93
- +7 vs. Q4 2025
- Shares held
- 36.8M
- +103.3K (+0.3%) vs. Q4 2025
- Total value
- $504.6M
- −$20.9M (−4.0%) vs. Q4 2025
- New holders
- 19
- 23 more added
- Sold out
- 12
- 23 more reduced
1 institution that held it in Q4 2025 haven't filed for Q1 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2026
Shares, value and share of portfolio for each institution holding Kayne Anderson BDC, Inc.; share changes are against Q4 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Koch, Inc. | 12,181,351 | $167.1M | 18.13% | −10.0% | Reduced |
| State of Michigan Retirement System | 6,566,762 | $90.1M | 0.48% | 00.0% | Unchanged |
| Bank of America Corp | 5,565,223 | $76.4M | 0.01% | +143,854+2.7% | Added |
| HF Capital, LLC | 2,345,065 | $32.2M | 13.45% | −2,661−0.1% | Reduced |
| Pathstone Holdings, LLC | 1,118,178 | $15.3M | 0.06% | −235,161−17.4% | Reduced |
| Franklin Resources Inc | 752,186 | $10.3M | 0.00% | +127,548+20.4% | Added |
| UBS Group AG | 647,488 | $8.88M | 0.00% | +70,676+12.3% | Added |
| Requisite Capital Management, LLC | 605,745 | $8.55M | 1.59% | −70,714−10.5% | Reduced |
| Van Eck Associates Corp | 598,442 | $8.21M | 0.01% | −225,861−27.4% | Reduced |
| Russell Investments Group, Ltd. | 551,820 | $7.57M | 0.01% | +357,643+184.2% | Added |
| Morgan Stanley | 458,060 | $6.28M | 0.00% | +57,604+14.4% | Added |
| Sage Mountain Advisors LLC | 418,062 | $5.74M | 0.40% | −380,054−47.6% | Reduced |
| Kennedy Capital Management, Inc. | 391,133 | $5.37M | 0.11% | +391,133 | New |
| CI Private Wealth, LLC | 377,462 | $4.75M | 0.01% | −28,796−7.1% | Reduced |
| Callodine Capital Management, LP | 291,741 | $4.00M | 0.28% | −108,259−27.1% | Reduced |
| Activest Wealth Management | 246,966 | $3.39M | 0.60% | +38,570+18.5% | Added |
| BlackRock, Inc. | 241,535 | $3.31M | 0.00% | −208,236−46.3% | Reduced |
| HB Wealth Management, LLC | 235,341 | $3.23M | 0.02% | +17,469+8.0% | Added |
| Wells Fargo & Company | 226,400 | $3.11M | 0.00% | +28,607+14.5% | Added |
| American Financial Group Inc | 205,903 | $2.82M | 1.05% | +205,903 | New |
| AG Asset Advisory, LLC | 203,300 | $2.79M | 2.31% | 00.0% | Unchanged |
| Jane Street Group, LLC | 189,715 | $2.60M | 0.00% | +189,715 | New |
| Centric Wealth Management | 131,578 | $2.00M | 0.40% | −6,133−4.5% | Reduced |
| Renaissance Technologies LLC | 145,322 | $1.99M | 0.00% | +73,322+101.8% | Added |
| HRT Financial LP | 122,380 | $1.68M | 0.00% | +122,380 | New |
| Dba Trading, LLC | 121,998 | $1.67M | 0.83% | +121,998 | New |
| Cresset Asset Management, LLC | 95,136 | $1.34M | 0.01% | +1,594+1.7% | Added |
| SlateStone Wealth, LLC | 94,644 | $1.30M | 0.11% | 00.0% | Unchanged |
| State Street Corp | 83,110 | $1.17M | 0.00% | +83,110 | New |
| Inscription Capital, LLC | 81,132 | $1.11M | 0.12% | 00.0% | Unchanged |
| XTX Topco Ltd | 79,990 | $1.10M | 0.02% | −10,085−11.2% | Reduced |
| Citadel Advisors LLC | 77,749 | $1.07M | 0.00% | +19,937+34.5% | Added |
| Confluence Investment Management LLC | 74,967 | $1.03M | 0.02% | +28,557+61.5% | Added |
| Hennion & Walsh Asset Management, Inc. | 68,311 | $937.2K | 0.03% | +18,767+37.9% | Added |
| Royal Bank of Canada | 67,563 | $927.0K | 0.00% | +26,066+62.8% | Added |
| Cerity Partners LLC | 67,201 | $922.0K | 0.00% | +22,098+49.0% | Added |
| Brown Advisory Inc | 61,757 | $847.3K | 0.00% | +25,856+72.0% | Added |
| Legacy Wealth Advisors, LLC | 59,089 | $810.7K | 0.41% | 00.0% | Unchanged |
| SEI Investments Co | 53,182 | $729.7K | 0.00% | +53,182 | New |
| Accredited Investors Inc. | 50,898 | $698.3K | 0.04% | 00.0% | Unchanged |
| Stifel Financial Corp | 46,896 | $643.4K | 0.00% | −279−0.6% | Reduced |
| Quantinno Capital Management LP | 43,836 | $601.4K | 0.00% | 00.0% | Unchanged |
| Belpointe Asset Management LLC | 38,168 | $523.7K | 0.02% | +19,988+109.9% | Added |
| Closed-End Fund Advisors, Inc. | 35,855 | $491.9K | 0.50% | −37,347−51.0% | Reduced |
| HighTower Advisors, LLC | 33,272 | $456.5K | 0.00% | +33,272 | New |
| Apollon Wealth Management, LLC | 31,354 | $430.2K | 0.01% | 00.0% | Unchanged |
| Truist Financial Corp | 25,119 | $344.6K | 0.00% | +720+3.0% | Added |
| Millennium Management LLC | 22,729 | $311.8K | 0.00% | −231,700−91.1% | Reduced |
| Susquehanna International Group, LLP | 21,231 | $291.3K | 0.00% | +9,750+84.9% | Added |
| TT Capital Management LLC | 21,100 | $289.5K | 0.24% | −400−1.9% | Reduced |
| GWM Advisors LLC | 21,067 | $289.0K | 0.00% | 00.0% | Unchanged |
| Adams Asset Advisors, LLC | 20,341 | $279.1K | 0.03% | 00.0% | Unchanged |
| Platt Wealth Management LLC | 20,079 | $275.0K | 0.27% | +7,840+64.1% | Added |
| Birchview Capital, LP | 20,000 | $274.4K | 0.16% | 00.0% | Unchanged |
| Woodley Farra Manion Portfolio Management Inc | 18,447 | $260.5K | 0.01% | 00.0% | Unchanged |
| Dynamic Technology Lab Private Ltd | 18,375 | $252.1K | 0.04% | −17,283−48.5% | Reduced |
| Zacks Investment Management | 17,950 | $246.3K | 0.00% | 00.0% | Unchanged |
| Change Path, LLC | 17,950 | $246.3K | 0.01% | 00.0% | Unchanged |
| SGL Investment Advisors, Inc. | 15,799 | $230.7K | 0.09% | 00.0% | Unchanged |
| Price T Rowe Associates Inc | 16,155 | $222.0K | 0.00% | −6,911−30.0% | Reduced |
| Generali Investments CEE, investicni spolecnost, a.s. | 15,835 | $217.3K | 0.01% | 00.0% | Unchanged |
| SNS Financial Group, LLC | 14,947 | $211.1K | 0.02% | 00.0% | Unchanged |
| Catalina Capital Group, LLC | 15,373 | $210.9K | 0.13% | 00.0% | Unchanged |
| Invesco Ltd. | 15,366 | $210.8K | 0.00% | −40,202−72.3% | Reduced |
| Avenue 1 Advisors, LLC | 14,901 | $204.4K | 0.06% | 00.0% | Unchanged |
| MQS Management LLC | 14,896 | $204.4K | 0.14% | +14,896 | New |
| D. E. Shaw & Co., Inc. | 14,689 | $201.5K | 0.00% | +14,689 | New |
| Cary Street Partners Financial LLC | 14,480 | $198.7K | 0.00% | +14,480 | New |
| Magnus Financial Group LLC | 13,225 | $181.4K | 0.01% | +13,225 | New |
| Rockefeller Capital Management L.P. | 13,006 | $178.4K | 0.00% | 00.0% | Unchanged |
| Brevan Howard Capital Management LP | 12,433 | $170.6K | 0.00% | +12,433 | New |
| Arcus Capital Partners, LLC | 12,375 | $169.8K | 0.06% | 00.0% | Unchanged |
| Valeo Financial Advisors, LLC | 12,090 | $165.9K | 0.00% | 00.0% | Unchanged |
| TCTC Holdings, LLC | 11,922 | $163.6K | 0.00% | 00.0% | Unchanged |
| Balentine LLC | 11,922 | $163.6K | 0.01% | 00.0% | Unchanged |
| nVerses Capital, LLC | 11,874 | $162.9K | 0.15% | +11,874 | New |
| Balyasny Asset Management LLC | 11,353 | $155.8K | 0.00% | +11,353 | New |
| Sovereign Financial Group, Inc. | 11,320 | $155.3K | 0.03% | +11,320 | New |
| BNP Paribas Arbitrage, SA | 10,905 | $149.6K | 0.00% | −33,570−75.5% | Reduced |
| Advisor Group Holdings, Inc. | 10,901 | $149.6K | 0.00% | +590+5.7% | Added |
| BKD Wealth Advisors, LLC | 10,504 | $144.1K | 0.00% | 00.0% | Unchanged |
| Advisory Services Network, LLC | 10,212 | $140.1K | 0.00% | +6+0.1% | Added |
| Squarepoint Ops LLC | 10,042 | $137.8K | 0.00% | −214,538−95.5% | Reduced |
| Citigroup Inc | 4,792 | $65.7K | 0.00% | −35−0.7% | Reduced |
| Security National Bank | 4,404 | $60.4K | 0.01% | 00.0% | Unchanged |
| Aquatic Capital Management LLC | 3,103 | $42.6K | 0.00% | −9,551−75.5% | Reduced |
| MAI Capital Management | 2,400 | $32.9K | 0.00% | 00.0% | Unchanged |
| Nomura Asset Management Co Ltd | 2,058 | $28.2K | 0.00% | +2,058 | New |
| Founders Capital Management | 800 | $11.0K | 0.01% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 526 | $7.22K | 0.00% | +526 | New |
| Sound Income Strategies, LLC | 250 | $3.43K | 0.00% | +250 | New |
| Caitong International Asset Management Co., Ltd | 27 | $370 | 0.00% | +25+1,250.0% | Added |
| JPMorgan Chase & Co | 13 | $179 | 0.00% | −9,954−99.9% | Reduced |
| Equitec Proprietary Markets, LLC | 0 | $0 | 0.00% | −121,998−100.0% | Sold out |
| Verition Fund Management LLC | 0 | $0 | 0.00% | −52,173−100.0% | Sold out |
| Point72 Asset Management, L.P. | 0 | $0 | 0.00% | −44,801−100.0% | Sold out |
| Accelerate Investment Advisors LLC | 0 | $0 | 0.00% | −43,599−100.0% | Sold out |
| Quantbot Technologies LP | 0 | $0 | 0.00% | −35,507−100.0% | Sold out |
| Quadrature Capital Ltd | 0 | $0 | 0.00% | −31,976−100.0% | Sold out |
| Marshall Wace, LLP | 0 | $0 | 0.00% | −31,400−100.0% | Sold out |