Kayne Anderson BDC, Inc.
KBDC- Exchange
- NYSE
- SEC CIK
- 0001747172
In the last 90 days, Kayne Anderson BDC, Inc. insiders filed 4 open-market purchases and 0 sales; 94 institutions reported holding it in 13F filings for Q2 2026, worth $433.3M in total; no superinvestor holds it.
13F holders, Q3 2026
Institutional positions in Kayne Anderson BDC, Inc. as of Sep 30, 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
Q3 2026 data is still coming in (13F filing deadline: Nov 16, 2026), so these numbers are incomplete.
- Institutional holders
- 62
- +7 vs. Q2 2026
- Shares held
- 15.4M
- +2.13M (+16.1%) vs. Q2 2026
- Total value
- $193.5M
- +$14.0M (+7.8%) vs. Q2 2026
- New holders
- 9
- 23 more added
- Sold out
- 2
- 14 more reduced
39 institutions that held it in Q2 2026 haven't filed for Q3 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 2026: 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 | 94 | $433.3M |
| Q1 2026 | 94 | $504.6M |
| Q4 2025 | 88 | $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, Q3 2026
Shares, value and share of portfolio for each institution holding Kayne Anderson BDC, Inc.; share changes are against Q2 2026.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| State of Michigan Retirement System | 6,566,762 | $82.5M | 0.37% | 00.0% | Unchanged |
| UBS Group AG | 1,387,557 | $17.4M | 0.00% | +640,325+85.7% | Added |
| Russell Investments Group, Ltd. | 819,478 | $10.3M | 0.01% | +23,154+2.9% | Added |
| Franklin Resources Inc | 759,769 | $9.88M | 0.00% | −19,988−2.6% | Reduced |
| Merit Financial Group, LLC | 774,288 | $9.73M | 0.06% | +774,288 | New |
| American Financial Group Inc | 667,303 | $8.38M | 2.93% | +383,400+135.0% | Added |
| Columbus Macro, LLC | 647,693 | $8.14M | 0.79% | +36,957+6.1% | Added |
| Sage Mountain Advisors LLC | 548,661 | $6.89M | 0.42% | +195,387+55.3% | Added |
| Requisite Capital Management, LLC | 499,128 | $6.47M | 1.04% | −146,002−22.6% | Reduced |
| Renaissance Technologies LLC | 283,900 | $3.57M | 0.00% | +33,071+13.2% | Added |
| HB Wealth Management, LLC | 236,320 | $2.97M | 0.02% | −43,869−15.7% | Reduced |
| AG Asset Advisory, LLC | 203,300 | $2.55M | 1.85% | 00.0% | Unchanged |
| Activest Wealth Management | 149,137 | $1.87M | 0.35% | 00.0% | Unchanged |
| Hennion & Walsh Asset Management, Inc. | 129,733 | $1.63M | 0.05% | +29,978+30.1% | Added |
| Dba Trading, LLC | 113,032 | $1.42M | 2.40% | −8,966−7.3% | Reduced |
| State Street Corp | 100,728 | $1.31M | 0.00% | +2,792+2.9% | Added |
| Adams Asset Advisors, LLC | 101,428 | $1.27M | 0.13% | +265+0.3% | Added |
| JPMorgan Chase & Co | 85,160 | $1.11M | 0.00% | +85,147+654,976.9% | Added |
| Centric Wealth Management | 79,784 | $1.02M | 0.16% | −51,794−39.4% | Reduced |
| Inscription Capital, LLC | 81,132 | $1.02M | 0.11% | 00.0% | Unchanged |
| Confluence Investment Management LLC | 76,898 | $965.8K | 0.02% | +2,077+2.8% | Added |
| Stifel Financial Corp | 74,375 | $934.1K | 0.00% | −8,811−10.6% | Reduced |
| Jane Street Group, LLC | 67,757 | $851.0K | 0.00% | +37,722+125.6% | Added |
| Closed-End Fund Advisors, Inc. | 61,133 | $767.8K | 0.80% | −17,368−22.1% | Reduced |
| Invesco Ltd. | 56,147 | $705.2K | 0.00% | +32,610+138.5% | Added |
| Raymond James Financial Inc | 52,565 | $660.2K | 0.00% | +20,925+66.1% | Added |
| LPL Financial LLC | 51,851 | $651.3K | 0.00% | +51,851 | New |
| Accredited Investors Inc. | 50,898 | $639.3K | 0.03% | 00.0% | Unchanged |
| Umb Bank N A | 39,365 | $494.4K | 0.01% | +2,200+5.9% | Added |
| Belpointe Asset Management LLC | 36,777 | $461.9K | 0.01% | −4,833−11.6% | Reduced |
| BNP Paribas Arbitrage, SA | 31,449 | $395.0K | 0.00% | +29,049+1,210.4% | Added |
| Advisors Asset Management, Inc. | 30,497 | $383.0K | 0.01% | +14,767+93.9% | Added |
| TCTC Holdings, LLC | 29,805 | $374.4K | 0.01% | 00.0% | Unchanged |
| Commonwealth Equity Services, LLC | 29,773 | $373.9K | 0.00% | −45,420−60.4% | Reduced |
| Apollon Wealth Management, LLC | 27,854 | $349.8K | 0.00% | −3,500−11.2% | Reduced |
| TT Capital Management LLC | 26,100 | $327.8K | 0.24% | +6,100+30.5% | Added |
| Truist Financial Corp | 25,459 | $319.8K | 0.00% | 00.0% | Unchanged |
| Virtus Investment Advisers, Inc. | 25,441 | $319.5K | 0.07% | +25,441 | New |
| SEI Investments Co | 24,580 | $308.7K | 0.00% | 00.0% | Unchanged |
| HighTower Advisors, LLC | 24,332 | $305.6K | 0.00% | −2,109−8.0% | Reduced |
| Kavar Capital Partners Group, LLC | 22,500 | $282.6K | 0.03% | +12,500+125.0% | Added |
| SNS Financial Group, LLC | 21,130 | $265.4K | 0.01% | +21,130 | New |
| Platt Wealth Management LLC | 20,079 | $252.0K | 0.20% | 00.0% | Unchanged |
| Woodley Farra Manion Portfolio Management Inc | 18,447 | $239.1K | 0.01% | 00.0% | Unchanged |
| PUREfi Wealth, LLC | 18,359 | $230.6K | 0.11% | +18,359 | New |
| Squarepoint Ops LLC | 17,262 | $216.8K | 0.00% | −5,443−24.0% | Reduced |
| Generali Investments CEE, investicni spolecnost, a.s. | 15,835 | $214.2K | 0.01% | 00.0% | Unchanged |
| Cary Street Partners Financial LLC | 16,538 | $207.7K | 0.00% | +58+0.4% | Added |
| Advisor Group Holdings, Inc. | 16,101 | $202.2K | 0.00% | −28,575−64.0% | Reduced |
| Clearstead Advisors, LLC | 16,000 | $201.0K | 0.00% | +15,700+5,233.3% | Added |
| Avenue 1 Advisors, LLC | 14,901 | $187.2K | 0.05% | 00.0% | Unchanged |
| Sovereign Financial Group, Inc. | 14,575 | $183.1K | 0.03% | +3,020+26.1% | Added |
| Y-Intercept (Hong Kong) Ltd | 13,467 | $169.1K | 0.00% | +13,467 | New |
| Arcus Capital Partners, LLC | 12,375 | $155.4K | 0.07% | +12,375 | New |
| Balentine LLC | 11,922 | $149.7K | 0.01% | 00.0% | Unchanged |
| Atlantic Union Bankshares Corp | 10,687 | $134.2K | 0.00% | +10,687 | New |
| BKD Wealth Advisors, LLC | 10,504 | $131.9K | 0.00% | 00.0% | Unchanged |
| Security National Bank | 4,404 | $55.3K | 0.01% | 00.0% | Unchanged |
| Quantbot Technologies LP | 4,048 | $50.8K | 0.00% | +130+3.3% | Added |
| Osbon Capital Management LLC | 441 | $5.54K | 0.00% | +441 | New |
| Roxbury Financial LLC | 168 | $2.11K | 0.00% | 00.0% | Unchanged |
| Caitong International Asset Management Co., Ltd | 10 | $126 | 0.00% | −24−70.6% | Reduced |
| Eagle Global Advisors LLC | 0 | $0 | 0.00% | −21,550−100.0% | Sold out |
| Founders Capital Management | 0 | $0 | 0.00% | −800−100.0% | Sold out |
| Koch, Inc. | – | – | – | – | Not filed |
| HF Capital, LLC | – | – | – | – | Not filed |
| Pathstone Holdings, LLC | – | – | – | – | Not filed |
| Van Eck Associates Corp | – | – | – | – | Not filed |
| Morgan Stanley | – | – | – | – | Not filed |
| Envestnet Asset Management Inc | – | – | – | – | Not filed |
| Cetera Investment Advisers | – | – | – | – | Not filed |
| Kennedy Capital Management, Inc. | – | – | – | – | Not filed |
| Wells Fargo & Company | – | – | – | – | Not filed |
| BlackRock, Inc. | – | – | – | – | Not filed |
| HRT Financial LP | – | – | – | – | Not filed |
| CI Private Wealth, LLC | – | – | – | – | Not filed |
| Citadel Advisors LLC | – | – | – | – | Not filed |
| Bank of America Corp | – | – | – | – | Not filed |
| Millennium Management LLC | – | – | – | – | Not filed |
| Callodine Capital Management, LP | – | – | – | – | Not filed |
| Cresset Asset Management, LLC | – | – | – | – | Not filed |
| SlateStone Wealth, LLC | – | – | – | – | Not filed |
| Royal Bank of Canada | – | – | – | – | Not filed |
| Cerity Partners LLC | – | – | – | – | Not filed |
| Brown Advisory Inc | – | – | – | – | Not filed |
| Legacy Wealth Advisors, LLC | – | – | – | – | Not filed |
| Quantinno Capital Management LP | – | – | – | – | Not filed |
| Kovack Advisors, Inc. | – | – | – | – | Not filed |
| XTX Topco Ltd | – | – | – | – | Not filed |
| Dynamic Technology Lab Private Ltd | – | – | – | – | Not filed |
| GWM Advisors LLC | – | – | – | – | Not filed |
| Birchview Capital, LP | – | – | – | – | Not filed |
| Brevan Howard Capital Management LP | – | – | – | – | Not filed |
| Price T Rowe Associates Inc | – | – | – | – | Not filed |
| Virtu Financial LLC | – | – | – | – | Not filed |
| Rockefeller Capital Management L.P. | – | – | – | – | Not filed |
| Windsor Advisory Group, LLC | – | – | – | – | Not filed |
| Baird Financial Group, Inc. | – | – | – | – | Not filed |
| Advisory Services Network, LLC | – | – | – | – | Not filed |
| D. E. Shaw & Co., Inc. | – | – | – | – | Not filed |