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 |
|---|---|---|---|---|---|
| JPMorgan Chase & Co | 13 | $179 | 0.00% | −9,954−99.9% | Reduced |
| Caitong International Asset Management Co., Ltd | 27 | $370 | 0.00% | +25+1,250.0% | Added |
| Sound Income Strategies, LLC | 250 | $3.43K | 0.00% | +250 | New |
| Tower Research Capital LLC (TRC) | 526 | $7.22K | 0.00% | +526 | New |
| Founders Capital Management | 800 | $11.0K | 0.01% | 00.0% | Unchanged |
| Nomura Asset Management Co Ltd | 2,058 | $28.2K | 0.00% | +2,058 | New |
| MAI Capital Management | 2,400 | $32.9K | 0.00% | 00.0% | Unchanged |
| Aquatic Capital Management LLC | 3,103 | $42.6K | 0.00% | −9,551−75.5% | Reduced |
| Security National Bank | 4,404 | $60.4K | 0.01% | 00.0% | Unchanged |
| Citigroup Inc | 4,792 | $65.7K | 0.00% | −35−0.7% | Reduced |
| Squarepoint Ops LLC | 10,042 | $137.8K | 0.00% | −214,538−95.5% | Reduced |
| Advisory Services Network, LLC | 10,212 | $140.1K | 0.00% | +6+0.1% | Added |
| BKD Wealth Advisors, LLC | 10,504 | $144.1K | 0.00% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 10,901 | $149.6K | 0.00% | +590+5.7% | Added |
| BNP Paribas Arbitrage, SA | 10,905 | $149.6K | 0.00% | −33,570−75.5% | Reduced |
| Sovereign Financial Group, Inc. | 11,320 | $155.3K | 0.03% | +11,320 | New |
| Balyasny Asset Management LLC | 11,353 | $155.8K | 0.00% | +11,353 | New |
| nVerses Capital, LLC | 11,874 | $162.9K | 0.15% | +11,874 | New |
| TCTC Holdings, LLC | 11,922 | $163.6K | 0.00% | 00.0% | Unchanged |
| Balentine LLC | 11,922 | $163.6K | 0.01% | 00.0% | Unchanged |
| Valeo Financial Advisors, LLC | 12,090 | $165.9K | 0.00% | 00.0% | Unchanged |
| Arcus Capital Partners, LLC | 12,375 | $169.8K | 0.06% | 00.0% | Unchanged |
| Brevan Howard Capital Management LP | 12,433 | $170.6K | 0.00% | +12,433 | New |
| Rockefeller Capital Management L.P. | 13,006 | $178.4K | 0.00% | 00.0% | Unchanged |
| Magnus Financial Group LLC | 13,225 | $181.4K | 0.01% | +13,225 | New |
| Cary Street Partners Financial LLC | 14,480 | $198.7K | 0.00% | +14,480 | New |
| D. E. Shaw & Co., Inc. | 14,689 | $201.5K | 0.00% | +14,689 | New |
| MQS Management LLC | 14,896 | $204.4K | 0.14% | +14,896 | New |
| Avenue 1 Advisors, LLC | 14,901 | $204.4K | 0.06% | 00.0% | Unchanged |
| Invesco Ltd. | 15,366 | $210.8K | 0.00% | −40,202−72.3% | Reduced |
| Catalina Capital Group, LLC | 15,373 | $210.9K | 0.13% | 00.0% | Unchanged |
| SNS Financial Group, LLC | 14,947 | $211.1K | 0.02% | 00.0% | Unchanged |
| Generali Investments CEE, investicni spolecnost, a.s. | 15,835 | $217.3K | 0.01% | 00.0% | Unchanged |
| Price T Rowe Associates Inc | 16,155 | $222.0K | 0.00% | −6,911−30.0% | Reduced |
| SGL Investment Advisors, Inc. | 15,799 | $230.7K | 0.09% | 00.0% | Unchanged |
| Zacks Investment Management | 17,950 | $246.3K | 0.00% | 00.0% | Unchanged |
| Change Path, LLC | 17,950 | $246.3K | 0.01% | 00.0% | Unchanged |
| Dynamic Technology Lab Private Ltd | 18,375 | $252.1K | 0.04% | −17,283−48.5% | Reduced |
| Woodley Farra Manion Portfolio Management Inc | 18,447 | $260.5K | 0.01% | 00.0% | Unchanged |
| Birchview Capital, LP | 20,000 | $274.4K | 0.16% | 00.0% | Unchanged |
| Platt Wealth Management LLC | 20,079 | $275.0K | 0.27% | +7,840+64.1% | Added |
| Adams Asset Advisors, LLC | 20,341 | $279.1K | 0.03% | 00.0% | Unchanged |
| GWM Advisors LLC | 21,067 | $289.0K | 0.00% | 00.0% | Unchanged |
| TT Capital Management LLC | 21,100 | $289.5K | 0.24% | −400−1.9% | Reduced |
| Susquehanna International Group, LLP | 21,231 | $291.3K | 0.00% | +9,750+84.9% | Added |
| Millennium Management LLC | 22,729 | $311.8K | 0.00% | −231,700−91.1% | Reduced |
| Truist Financial Corp | 25,119 | $344.6K | 0.00% | +720+3.0% | Added |
| Apollon Wealth Management, LLC | 31,354 | $430.2K | 0.01% | 00.0% | Unchanged |
| HighTower Advisors, LLC | 33,272 | $456.5K | 0.00% | +33,272 | New |
| Closed-End Fund Advisors, Inc. | 35,855 | $491.9K | 0.50% | −37,347−51.0% | Reduced |
| Belpointe Asset Management LLC | 38,168 | $523.7K | 0.02% | +19,988+109.9% | Added |
| Quantinno Capital Management LP | 43,836 | $601.4K | 0.00% | 00.0% | Unchanged |
| Stifel Financial Corp | 46,896 | $643.4K | 0.00% | −279−0.6% | Reduced |
| Accredited Investors Inc. | 50,898 | $698.3K | 0.04% | 00.0% | Unchanged |
| SEI Investments Co | 53,182 | $729.7K | 0.00% | +53,182 | New |
| Legacy Wealth Advisors, LLC | 59,089 | $810.7K | 0.41% | 00.0% | Unchanged |
| Brown Advisory Inc | 61,757 | $847.3K | 0.00% | +25,856+72.0% | Added |
| Cerity Partners LLC | 67,201 | $922.0K | 0.00% | +22,098+49.0% | Added |
| Royal Bank of Canada | 67,563 | $927.0K | 0.00% | +26,066+62.8% | Added |
| Hennion & Walsh Asset Management, Inc. | 68,311 | $937.2K | 0.03% | +18,767+37.9% | Added |
| Confluence Investment Management LLC | 74,967 | $1.03M | 0.02% | +28,557+61.5% | Added |
| Citadel Advisors LLC | 77,749 | $1.07M | 0.00% | +19,937+34.5% | Added |
| XTX Topco Ltd | 79,990 | $1.10M | 0.02% | −10,085−11.2% | Reduced |
| Inscription Capital, LLC | 81,132 | $1.11M | 0.12% | 00.0% | Unchanged |
| State Street Corp | 83,110 | $1.17M | 0.00% | +83,110 | New |
| SlateStone Wealth, LLC | 94,644 | $1.30M | 0.11% | 00.0% | Unchanged |
| Cresset Asset Management, LLC | 95,136 | $1.34M | 0.01% | +1,594+1.7% | Added |
| Dba Trading, LLC | 121,998 | $1.67M | 0.83% | +121,998 | New |
| HRT Financial LP | 122,380 | $1.68M | 0.00% | +122,380 | New |
| Renaissance Technologies LLC | 145,322 | $1.99M | 0.00% | +73,322+101.8% | Added |
| Centric Wealth Management | 131,578 | $2.00M | 0.40% | −6,133−4.5% | Reduced |
| Jane Street Group, LLC | 189,715 | $2.60M | 0.00% | +189,715 | New |
| AG Asset Advisory, LLC | 203,300 | $2.79M | 2.31% | 00.0% | Unchanged |
| American Financial Group Inc | 205,903 | $2.82M | 1.05% | +205,903 | New |
| Wells Fargo & Company | 226,400 | $3.11M | 0.00% | +28,607+14.5% | Added |
| HB Wealth Management, LLC | 235,341 | $3.23M | 0.02% | +17,469+8.0% | Added |
| BlackRock, Inc. | 241,535 | $3.31M | 0.00% | −208,236−46.3% | Reduced |
| Activest Wealth Management | 246,966 | $3.39M | 0.60% | +38,570+18.5% | Added |
| Callodine Capital Management, LP | 291,741 | $4.00M | 0.28% | −108,259−27.1% | Reduced |
| CI Private Wealth, LLC | 377,462 | $4.75M | 0.01% | −28,796−7.1% | Reduced |
| Kennedy Capital Management, Inc. | 391,133 | $5.37M | 0.11% | +391,133 | New |
| Sage Mountain Advisors LLC | 418,062 | $5.74M | 0.40% | −380,054−47.6% | Reduced |
| Morgan Stanley | 458,060 | $6.28M | 0.00% | +57,604+14.4% | Added |
| Russell Investments Group, Ltd. | 551,820 | $7.57M | 0.01% | +357,643+184.2% | Added |
| Van Eck Associates Corp | 598,442 | $8.21M | 0.01% | −225,861−27.4% | Reduced |
| Requisite Capital Management, LLC | 605,745 | $8.55M | 1.59% | −70,714−10.5% | Reduced |
| UBS Group AG | 647,488 | $8.88M | 0.00% | +70,676+12.3% | Added |
| Franklin Resources Inc | 752,186 | $10.3M | 0.00% | +127,548+20.4% | Added |
| Pathstone Holdings, LLC | 1,118,178 | $15.3M | 0.06% | −235,161−17.4% | Reduced |
| HF Capital, LLC | 2,345,065 | $32.2M | 13.45% | −2,661−0.1% | Reduced |
| Bank of America Corp | 5,565,223 | $76.4M | 0.01% | +143,854+2.7% | Added |
| State of Michigan Retirement System | 6,566,762 | $90.1M | 0.48% | 00.0% | Unchanged |
| Koch, Inc. | 12,181,351 | $167.1M | 18.13% | −10.0% | 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 |