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Kayne Anderson BDC (KBDC) Institutional Ownership

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$16.07 +0.11 (+0.66%)
As of 10:36 AM Eastern
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Institutional Ownership Changes (13F Filings) for Kayne Anderson BDC (NYSE:KBDC)

Number of
Institutional Buyers
(last 12 months)
48
Total
Institutional Inflows
(last 12 months)
$95.24M
Number of
Institutional Sellers
(last 12 months)
5
Total
Institutional Outflows
(last 12 months)
$1.08M
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KBDC Institutional Buying and Selling by Quarter

Kayne Anderson BDC Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
7/22/2025Valeo Financial Advisors LLC12,090$184K0.0%N/A0.017%
7/22/2025Merit Financial Group LLC1,738,174$26.53M0.3%N/A2.452%
7/18/2025 Requisite Capital Management LLC842,721$13.20M2.9%+130.4%1.189%
7/18/2025 Generali Investments CEE investicni spolecnost a.s.18,184$277K0.0%+5.5%0.026%
7/18/2025 Truist Financial Corp24,400$372K0.0%N/A0.034%
7/17/2025 HB Wealth Management LLC196,671$3.00M0.0%+14.0%0.277%
7/16/2025 Magnus Financial Group LLC40,861$624K0.1%+4.1%0.058%
7/14/2025 AdvisorNet Financial Inc13,965$213K0.0%-5.4%0.020%
7/7/2025 Veery Capital LLC14,901$227K0.1%N/A0.021%
7/7/2025 Accelerate Investment Advisors LLC62,743$957K0.7%+50.0%0.089%
7/1/2025 Confluence Investment Management LLC56,100$856K0.0%-49.3%0.079%
6/27/2025Goldman Sachs Group Inc.30,285$491K0.0%+119.7%0.043%
5/21/2025Acadian Asset Management LLC10,788$173K0.0%+341.2%0.015%
5/16/2025Goldman Sachs Group Inc.30,285$491K0.0%+119.7%0.042%
5/16/2025NewEdge Advisors LLC14,044$228K0.0%N/A0.020%
5/15/2025Cubist Systematic Strategies LLC16,504$268K0.0%+11.4%0.023%
5/15/2025MAI Capital Management87,755$1.42M0.0%N/A0.123%
5/15/2025Centric Wealth Management137,620$2.23M0.6%+93.1%0.193%
5/15/2025Insight Wealth Partners LLC21,559$350K0.1%N/A0.030%
5/15/2025Callodine Capital Management LP337,730$5.48M0.9%-0.8%0.474%
5/14/2025Equitec Proprietary Markets LLC81,332$1.32M0.9%N/A0.114%
5/13/2025Global View Capital Management LLC10,312$167K0.1%N/A0.014%
5/13/2025Cresset Asset Management LLC62,360$1.04M0.0%N/A0.088%
5/13/2025HighTower Advisors LLC16,581$269K0.0%N/A0.023%
5/12/2025 Eagle Global Advisors LLC13,380$217K0.0%N/A0.019%
5/12/2025Invesco Ltd.39,147$635K0.0%-9.1%0.055%
5/9/2025SGL Investment Advisors Inc.10,532$165K0.1%N/A0.015%
5/8/2025SlateStone Wealth LLC103,052$1.67M0.2%+83.8%0.145%
5/8/2025Woodley Farra Manion Portfolio Management Inc.12,298$204K0.0%N/A0.017%
5/8/2025Mesirow Financial Investment Management Inc.10,343$168K0.0%N/A0.015%
5/7/2025 HB Wealth Management LLC172,445$2.80M0.0%+79.3%0.242%
5/6/2025Accredited Investors Inc.18,578$301K0.0%+57.1%0.026%
5/5/2025SNS Financial Group LLC14,084$234K0.0%N/A0.020%
5/2/2025BIP Wealth LLC20,282$329K0.0%+100.0%0.029%
5/2/2025Sage Mountain Advisors LLC541,109$8.78M0.6%+166.5%0.761%
5/2/2025Apollon Wealth Management LLC30,136$489K0.0%+137.0%0.042%
4/30/2025Cerity Partners LLC73,073$1.19M0.0%+628.4%0.103%
4/29/2025 Generali Investments CEE investicni spolecnost a.s.17,230$279K0.0%N/A0.024%
4/28/2025Summit Trail Advisors LLC106,310$1.77M0.1%+100.0%0.150%
4/21/2025 Accelerate Investment Advisors LLC41,828$678K0.6%N/A0.059%
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4/15/2025 Requisite Capital Management LLC365,783$6.08M1.4%+10.9%0.515%
4/11/2025 Magnus Financial Group LLC39,261$637K0.1%+32.7%0.055%
4/7/2025 AdvisorNet Financial Inc14,765$239K0.0%N/A0.021%
4/1/2025 Confluence Investment Management LLC110,635$1.79M0.0%+0.6%0.156%
2/17/2025Millennium Management LLC62,500$1.03M0.0%+65.3%0.088%
2/17/2025Janus Henderson Group PLC32,949$545K0.0%N/A0.046%
2/17/2025Cubist Systematic Strategies LLC14,814$245K0.0%N/A0.021%
2/17/2025Citadel Advisors LLC56,078$928K0.0%+21.1%0.079%
2/17/2025Bank of America Corp DE989,008$16.36M0.0%+4,201.5%1.392%
2/17/2025BIP Wealth LLC10,141$168K0.0%N/A0.014%
2/13/2025Marshall Wace LLP18,117$300K0.0%+31.7%0.026%
2/13/2025Accredited Investors Inc.11,824$196K0.0%N/A0.017%
2/13/2025Zuckerman Investment Group LLC20,000$345K0.0%N/A0.028%
2/13/2025Renaissance Technologies LLC145,100$2.40M0.0%+584.4%0.204%
2/13/2025Invesco Ltd.43,068$712K0.0%N/A0.061%
2/13/2025Cerity Partners LLC10,032$170K0.0%N/A0.014%
2/12/2025Centric Wealth Management71,270$1.18M0.3%N/A0.100%
2/12/2025Franklin Resources Inc.57,355$949K0.0%-11.3%0.081%
2/12/2025CIBC Private Wealth Group LLC2,782$46K0.0%N/A0.004%
2/11/2025Virtu Financial LLC11,893$197K0.0%N/A0.017%
2/10/2025SlateStone Wealth LLC56,055$927K0.1%N/A0.079%
2/10/2025Corient Private Wealth LLC264,549$4.21M0.0%N/A0.372%
2/7/2025Sage Mountain Advisors LLC203,066$3.36M0.2%N/A0.286%
1/29/2025Summit Trail Advisors LLC53,155$900K0.0%N/A0.075%
1/28/2025Apollon Wealth Management LLC12,718$210K0.0%N/A0.018%
1/22/2025 Perigon Wealth Management LLC10,141$169K0.0%N/A0.014%
1/21/2025 Requisite Capital Management LLC329,940$5.59M1.1%N/A0.465%
1/17/2025 Magnus Financial Group LLC29,577$489K0.0%N/A0.042%
1/15/2025 HB Wealth Management LLC96,195$1.59M0.0%N/A0.135%
1/2/2025 Confluence Investment Management LLC109,957$1.82M0.0%+5.9%0.155%
11/27/2024Franklin Resources Inc.64,680$1.03M0.0%+21.1%0.091%
11/13/2024BNP Paribas Financial Markets2,722$44K0.0%N/A0.004%
10/31/2024 Confluence Investment Management LLC103,788$1.68M0.0%+15.3%0.146%
(Data available from 1/1/2016 forward)

KBDC Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of KBDC shares?

During the previous two years, 49 institutional investors and hedge funds held shares of Kayne Anderson BDC. The most heavily invested institutionals were Merit Financial Group LLC ($26.53M), Bank of America Corp DE ($16.36M), Requisite Capital Management LLC ($13.20M), Sage Mountain Advisors LLC ($8.78M), Callodine Capital Management LP ($5.48M), Corient Private Wealth LLC ($4.21M), and HB Wealth Management LLC ($3.00M).Learn more on Kayne Anderson BDC's institutional investors.

Which institutional investors have been buying Kayne Anderson BDC's stock?

Of the 48 institutional investors that purchased Kayne Anderson BDC's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Merit Financial Group LLC ($1.74M), Bank of America Corp DE ($966.02K), Requisite Capital Management LLC ($842.72K), Sage Mountain Advisors LLC ($541.11K), Corient Private Wealth LLC ($264.55K), HB Wealth Management LLC ($196.67K), and Centric Wealth Management ($137.62K).

How much institutional buying is happening at Kayne Anderson BDC?

Institutional investors have bought a total of 5,956,856 shares in the last 24 months. This purchase volume represents approximately $95.24M in transactions.

Which of Kayne Anderson BDC's major shareholders have been selling company stock?

The following institutional investors have sold Kayne Anderson BDC stock in the last 24 months: Confluence Investment Management LLC ($54.54K), Franklin Resources Inc. ($7.33K), Invesco Ltd. ($3.92K), Callodine Capital Management LP ($2.81K), and AdvisorNet Financial Inc ($800.00).

How much institutional selling is happening at Kayne Anderson BDC?

Institutional investors have sold a total of 69,386 shares in the last 24 months. This volume of shares sold represents approximately $1.08M in transactions.


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This page (NYSE:KBDC) was last updated on 7/23/2025 by MarketBeat.com Staff
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