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Kayne Anderson BDC (KBDC) Institutional Ownership

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$14.26 -0.39 (-2.69%)
As of 02:16 PM Eastern
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Institutional Ownership Changes (13F Filings) for Kayne Anderson BDC (NYSE:KBDC)

Number of
Institutional Buyers
(last 12 months)
83
Total
Institutional Inflows
(last 12 months)
$461.95M
Number of
Institutional Sellers
(last 12 months)
25
Total
Institutional Outflows
(last 12 months)
$19.07M
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KBDC Institutional Buying and Selling by Quarter

Kayne Anderson BDC Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/19/2026 Bank of America Corp DE5,565,223$76.36M0.0%+2.7%8.388%
5/18/2026 Royal Bank of Canada67,563$927K0.0%+62.8%0.102%
5/15/2026 Callodine Capital Management LP291,741$4.00M0.3%-27.1%0.440%
5/14/2026 Renaissance Technologies LLC145,322$1.99M0.0%+101.8%0.219%
5/14/2026 Sei Investments Co.53,182$730K0.0%N/A0.080%
5/8/2026 HF Capital LLC2,345,065$32.17M13.5%-0.1%3.530%
4/27/2026 HB Wealth Management LLC235,341$3.23M0.0%+8.0%0.354%
4/24/2026 MQS Management LLC14,896$204K0.1%N/A0.022%
4/17/2026 Sovereign Financial Group Inc.11,320$155K0.0%N/A0.017%
3/17/2026 Rockefeller Capital Management L.P.13,006$186K0.0%-43.5%0.019%
3/9/2026 Corient Private Wealth LLC406,258$5.89M0.0%-23.0%0.607%
2/23/2026 Virtu Financial LLC23,446$336K0.0%N/A0.034%
2/19/2026 Corient Private Wealth LLC406,258$5.89M0.0%-23.0%0.594%
2/18/2026 XTX Topco Ltd90,075$1.29M0.0%N/A0.132%
2/18/2026 VARCOV Co.18,104$259K0.1%N/A0.026%
2/18/2026 Quadrature Capital Ltd31,976$458K0.0%+41.1%0.047%
2/18/2026 Millennium Management LLC254,429$3.64M0.0%+206.3%0.372%
2/17/2026 Price T Rowe Associates Inc. MD23,066$331K0.0%N/A0.034%
2/17/2026 Advisory Services Network LLC10,206$146K0.0%+16.0%0.015%
2/17/2026 Legacy Wealth Advisors LLC59,089$846K0.6%N/A0.086%
2/17/2026 Russell Investments Group Ltd.194,177$2.78M0.0%N/A0.284%
2/17/2026 Royal Bank of Canada41,497$594K0.0%+97.6%0.061%
2/16/2026 Squarepoint Ops LLC224,580$3.22M0.0%N/A0.328%
2/16/2026 Verition Fund Management LLC52,173$747K0.0%N/A0.076%
2/13/2026 Marshall Wace LLP31,400$450K0.0%N/A0.046%
2/13/2026 Stifel Financial Corp47,175$676K0.0%+219.8%0.069%
2/13/2026 Birchview Capital LP20,000$286K0.2%N/A0.029%
2/13/2026 Van ECK Associates Corp824,303$11.80M0.0%N/A1.205%
2/13/2026 Dynamic Technology Lab Private Ltd35,658$511K0.1%N/A0.052%
2/13/2026 Wells Fargo & Company MN197,793$2.83M0.0%+148.7%0.289%
2/12/2026 Commonwealth Equity Services LLC14,879$213K0.0%-34.8%0.022%
2/12/2026 Renaissance Technologies LLC72,000$1.03M0.0%-54.6%0.105%
2/12/2026 TCTC Holdings LLC11,922$171K0.0%-33.3%0.017%
2/11/2026 Cerity Partners LLC45,103$646K0.0%-32.1%0.066%
2/11/2026 Franklin Resources Inc.624,638$8.95M0.0%+102.7%0.913%
2/11/2026 Closed End Fund Advisors Inc.73,202$1.05M0.6%N/A0.107%
2/11/2026 SlateStone Wealth LLC94,644$1.36M0.1%-36.9%0.138%
2/11/2026 TT Capital Management LLC21,500$308K0.2%N/A0.031%
2/6/2026 Platt Wealth Management LLC12,239$175K0.2%N/A0.018%
2/5/2026 Requisite Capital Management LLC676,459$9.96M1.9%-10.6%0.989%
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2/4/2026 Centric Wealth Management137,711$1.93M0.4%-3.9%0.201%
2/2/2026 SNS Financial Group LLC14,947$220K0.0%-11.3%0.022%
1/30/2026 Activest Wealth Management208,396$2.98M0.6%N/A0.305%
1/29/2026 State of Michigan Retirement System6,566,762$94.04M0.5%N/A9.601%
1/29/2026 UBS Group AG576,812$8.26M0.0%+265.0%0.843%
1/28/2026 HB Wealth Management LLC217,872$3.12M0.0%-1.1%0.319%
1/23/2026 Sage Mountain Advisors LLC798,116$11.43M0.6%-24.6%1.167%
1/22/2026 Apollon Wealth Management LLC31,354$449K0.0%-13.8%0.046%
1/16/2026 Catalina Capital Group LLC15,373$220K0.1%N/A0.022%
1/15/2026 Adams Asset Advisors LLC20,341$291K0.0%N/A0.030%
1/14/2026 Hennion & Walsh Asset Management Inc.49,544$709K0.0%+22.4%0.072%
1/12/2026 Accelerate Investment Advisors LLC43,599$624K0.4%-15.8%0.064%
1/5/2026 Confluence Investment Management LLC46,410$665K0.0%-6.9%0.068%
1/1/2026 JPMorgan Chase & Co.15,251$203K0.0%-21.0%0.022%
11/21/2025 Alpine Global Management LLC53,000$706K0.1%N/A0.077%
11/18/2025 Advisory Services Network LLC8,799$117K0.0%-29.1%0.013%
11/17/2025 Voleon Capital Management LP25,879$345K0.0%N/A0.038%
11/17/2025 Millennium Management LLC83,075$1.11M0.0%-38.2%0.121%
11/17/2025 Brevan Howard Capital Management LP11,700$156K0.0%N/A0.017%
11/17/2025 Centiva Capital LP12,928$172K0.0%N/A0.019%
11/17/2025 Bank of America Corp DE5,211,124$69.41M0.0%+13.4%7.619%
11/14/2025 Zacks Investment Management17,950$239K0.0%N/A0.026%
11/14/2025 Keebeck Wealth Management342,785$4.70M0.6%-14.8%0.501%
11/14/2025 Zuckerman Investment Group LLC35,000$466K0.0%+16.7%0.051%
11/14/2025 Callodine Capital Management LP400,000$5.33M0.5%+18.4%0.585%
11/13/2025 Pathstone Holdings LLC1,446,054$19.26M0.1%+612.8%2.114%
11/13/2025 UBS Group AG158,023$2.11M0.0%-33.1%0.231%
11/13/2025 BNP Paribas Financial Markets17,265$230K0.0%+14.6%0.025%
11/13/2025 Franklin Resources Inc.308,220$4.11M0.0%+37.8%0.451%
11/13/2025 Magnetar Financial LLC66,413$885K0.0%N/A0.097%
11/13/2025 SNS Financial Group LLC16,854$231K0.0%-20.2%0.025%
11/13/2025 CreativeOne Wealth LLC17,950$239K0.0%N/A0.026%
11/12/2025 Quantbot Technologies LP16,817$224K0.0%N/A0.024%
11/7/2025 JPMorgan Chase & Co.15,251$203K0.0%-21.0%0.022%
11/6/2025 MQS Management LLC45,598$607K0.4%N/A0.065%
11/6/2025 AG Asset Advisory LLC203,300$2.71M2.2%N/A0.288%
11/5/2025 SlateStone Wealth LLC149,973$2.00M0.2%-2.0%0.212%
11/4/2025 Centric Wealth Management143,369$2.06M0.5%-11.3%0.203%
10/30/2025 Arcus Capital Partners LLC13,475$179K0.1%+8.9%0.019%
10/30/2025 Accredited Investors Inc.50,898$678K0.0%+24.9%0.072%
10/29/2025 Sage Mountain Advisors LLC1,058,487$14.10M0.8%+13.8%1.500%
10/29/2025 North Ground Capital100,000$1.33M0.8%N/A0.142%
10/28/2025Running Point Capital Advisors LLC20,914$279K0.1%N/A0.030%
10/23/2025 HB Wealth Management LLC220,290$2.93M0.0%+12.0%0.312%
10/22/2025 Hennion & Walsh Asset Management Inc.40,481$539K0.0%N/A0.057%
10/20/2025 Security National Bank5,057$67K0.0%+205.4%0.007%
10/14/2025 Confluence Investment Management LLC49,855$664K0.0%-11.1%0.071%
10/14/2025 Generali Investments CEE investicni spolecnost a.s.15,835$211K0.0%-12.9%0.022%
10/14/2025 Accelerate Investment Advisors LLC51,796$690K0.5%-17.4%0.073%
10/9/2025 AdvisorNet Financial Inc9,695$129K0.0%-30.6%0.014%
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9/26/2025 Corient Private Wealth LLC537,572$8.27M0.0%-10.5%0.762%
9/12/2025 Valeo Financial Advisors LLC12,090$184K0.0%N/A0.017%
9/4/2025 Osaic Holdings Inc.10,268$157K0.0%+70.9%0.015%
8/25/2025Promus Capital LLC24,881$380K0.2%+100.0%0.035%
8/19/2025 Marex Group plc18,700$285K0.0%N/A0.026%
8/15/2025 Global View Capital Management LLC15,468$236K0.1%+50.0%0.022%
8/15/2025 Corient Private Wealth LLC537,571$8.27M0.0%-10.5%0.762%
8/15/2025 Zuckerman Investment Group LLC30,000$458K0.0%+50.0%0.043%
8/15/2025 BNP Paribas Financial Markets15,062$230K0.0%N/A0.021%
8/15/2025 Bank of America Corp DE4,596,731$70.15M0.0%+180.1%6.513%


KBDC Institutional Ownership - Frequently Asked Questions

During the previous two years, 104 institutional investors and hedge funds held shares of Kayne Anderson BDC. The most heavily invested institutionals were Koch Inc. ($185.89M), State of Michigan Retirement System ($94.04M), Bank of America Corp DE ($76.36M), HF Capital LLC ($32.17M), Merit Financial Group LLC ($26.53M), Pathstone Holdings LLC ($19.26M), and Van ECK Associates Corp ($11.80M).Learn more on Kayne Anderson BDC's institutional investors.

Of the 98 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: Koch Inc. ($12.18M), State of Michigan Retirement System ($6.57M), Bank of America Corp DE ($4.68M), Merit Financial Group LLC ($1.74M), Pathstone Holdings LLC ($1.24M), Sage Mountain Advisors LLC ($1.06M), and Requisite Capital Management LLC ($842.72K).

Institutional investors have bought a total of 31,204,252 shares in the last 24 months. This purchase volume represents approximately $461.95M in transactions.

Of the 25 institutional investors that sold Kayne Anderson BDC's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Corient Private Wealth LLC ($368.92K), Sage Mountain Advisors LLC ($260.37K), Callodine Capital Management LP ($108.26K), Renaissance Technologies LLC ($86.56K), Requisite Capital Management LLC ($80.50K), UBS Group AG ($78.10K), and Confluence Investment Management LLC ($64.23K).

Institutional investors have sold a total of 1,341,089 shares in the last 24 months. This volume of shares sold represents approximately $19.07M in transactions.



This page (NYSE:KBDC) was last updated on 6/3/2026 by MarketBeat.com Staff.
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