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Kayne Anderson BDC (KBDC) Institutional Ownership

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$12.62 -0.14 (-1.10%)
As of 10:01 AM Eastern
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Institutional Ownership Changes (13F Filings) for Kayne Anderson BDC (NYSE:KBDC)

Number of
Institutional Buyers
(last 12 months)
56
Total
Institutional Inflows
(last 12 months)
$181.68M
Number of
Institutional Sellers
(last 12 months)
25
Total
Institutional Outflows
(last 12 months)
$18.89M
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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
10/1/2026Confluence Investment Management LLC76,898$966K0.0%+2.8%0.116%
9/9/2026Squarepoint Ops LLC22,705$307K0.0%+126.1%0.034%
9/9/2026Baird Financial Group Inc.10,859$147K0.0%N/A0.016%
8/27/2026Corient Private Wealth LP183,877$2.49M0.0%-51.3%0.278%
8/23/2026HB Wealth Management LLC280,189$3.79M0.0%+19.1%0.424%
8/21/2026Requisite Capital Management LLC645,130$8.99M1.5%+6.5%0.977%
7/9/2026Hennion & Walsh Asset Management Inc.99,755$1.35M0.0%+46.0%0.150%
5/19/2026Bank of America Corp DE5,565,223$76.36M0.0%+2.7%8.388%
5/18/2026Royal Bank of Canada67,563$927K0.0%+62.8%0.102%
5/15/2026Callodine Capital Management LP291,741$4.00M0.3%-27.1%0.440%
5/14/2026Renaissance Technologies LLC145,322$1.99M0.0%+101.8%0.219%
5/14/2026Sei Investments Co.53,182$730K0.0%N/A0.080%
5/8/2026HF Capital LLC2,345,065$32.17M13.5%-0.1%3.530%
4/27/2026HB Wealth Management LLC235,341$3.23M0.0%+8.0%0.354%
4/24/2026MQS Management LLC14,896$204K0.1%N/A0.022%
4/17/2026Sovereign Financial Group Inc.11,320$155K0.0%N/A0.017%
3/17/2026Rockefeller Capital Management L.P.13,006$186K0.0%-43.5%0.019%
3/9/2026Corient Private Wealth LLC406,258$5.89M0.0%-23.0%0.607%
2/23/2026Virtu Financial LLC23,446$336K0.0%N/A0.034%
2/19/2026Corient Private Wealth LLC406,258$5.89M0.0%-23.0%0.594%
2/18/2026XTX Topco Ltd90,075$1.29M0.0%N/A0.132%
2/18/2026VARCOV Co.18,104$259K0.1%N/A0.026%
2/18/2026Quadrature Capital Ltd31,976$458K0.0%+41.1%0.047%
2/18/2026Millennium Management LLC254,429$3.64M0.0%+206.3%0.372%
2/17/2026Price T Rowe Associates Inc. MD23,066$331K0.0%N/A0.034%
2/17/2026Advisory Services Network LLC10,206$146K0.0%+16.0%0.015%
2/17/2026Legacy Wealth Advisors LLC59,089$846K0.6%N/A0.086%
2/17/2026Russell Investments Group Ltd.194,177$2.78M0.0%N/A0.284%
2/17/2026Royal Bank of Canada41,497$594K0.0%+97.6%0.061%
2/16/2026Squarepoint Ops LLC224,580$3.22M0.0%N/A0.328%
2/16/2026Verition Fund Management LLC52,173$747K0.0%N/A0.076%
2/13/2026Marshall Wace LLP31,400$450K0.0%N/A0.046%
2/13/2026Stifel Financial Corp47,175$676K0.0%+219.8%0.069%
2/13/2026Birchview Capital LP20,000$286K0.2%N/A0.029%
2/13/2026Van ECK Associates Corp824,303$11.80M0.0%N/A1.205%
2/13/2026Dynamic Technology Lab Private Ltd35,658$511K0.1%N/A0.052%
2/13/2026Wells Fargo & Company MN197,793$2.83M0.0%+148.7%0.289%
2/12/2026Commonwealth Equity Services LLC14,879$213K0.0%-34.8%0.022%
2/12/2026Renaissance Technologies LLC72,000$1.03M0.0%-54.6%0.105%
2/12/2026TCTC Holdings LLC11,922$171K0.0%-33.3%0.017%
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2/11/2026Cerity Partners LLC45,103$646K0.0%-32.1%0.066%
2/11/2026Franklin Resources Inc.624,638$8.95M0.0%+102.7%0.913%
2/11/2026Closed End Fund Advisors Inc.73,202$1.05M0.6%N/A0.107%
2/11/2026SlateStone Wealth LLC94,644$1.36M0.1%-36.9%0.138%
2/11/2026TT Capital Management LLC21,500$308K0.2%N/A0.031%
2/6/2026Platt Wealth Management LLC12,239$175K0.2%N/A0.018%
2/5/2026Requisite Capital Management LLC676,459$9.96M1.9%-10.6%0.989%
2/4/2026Centric Wealth Management137,711$1.93M0.4%-3.9%0.201%
2/2/2026SNS Financial Group LLC14,947$220K0.0%-11.3%0.022%
1/30/2026Activest Wealth Management208,396$2.98M0.6%N/A0.305%
1/29/2026State of Michigan Retirement System6,566,762$94.04M0.5%N/A9.601%
1/29/2026UBS Group AG576,812$8.26M0.0%+265.0%0.843%
1/28/2026HB Wealth Management LLC217,872$3.12M0.0%-1.1%0.319%
1/23/2026Sage Mountain Advisors LLC798,116$11.43M0.6%-24.6%1.167%
1/22/2026Apollon Wealth Management LLC31,354$449K0.0%-13.8%0.046%
1/16/2026Catalina Capital Group LLC15,373$220K0.1%N/A0.022%
1/15/2026Adams Asset Advisors LLC20,341$291K0.0%N/A0.030%
1/14/2026Hennion & Walsh Asset Management Inc.49,544$709K0.0%+22.4%0.072%
1/12/2026Accelerate Investment Advisors LLC43,599$624K0.4%-15.8%0.064%
1/5/2026Confluence Investment Management LLC46,410$665K0.0%-6.9%0.068%
1/1/2026JPMorgan Chase & Co.15,251$203K0.0%-21.0%0.022%
11/21/2025Alpine Global Management LLC53,000$706K0.1%N/A0.077%
11/18/2025Advisory Services Network LLC8,799$117K0.0%-29.1%0.013%
11/17/2025Voleon Capital Management LP25,879$345K0.0%N/A0.038%
11/17/2025Millennium Management LLC83,075$1.11M0.0%-38.2%0.121%
11/17/2025Brevan Howard Capital Management LP11,700$156K0.0%N/A0.017%
11/17/2025Centiva Capital LP12,928$172K0.0%N/A0.019%
11/17/2025Bank of America Corp DE5,211,124$69.41M0.0%+13.4%7.619%
11/14/2025Zacks Investment Management17,950$239K0.0%N/A0.026%
11/14/2025Keebeck Wealth Management342,785$4.70M0.6%-14.8%0.501%
11/14/2025Zuckerman Investment Group LLC35,000$466K0.0%+16.7%0.051%
11/14/2025Callodine Capital Management LP400,000$5.33M0.5%+18.4%0.585%
11/13/2025Pathstone Holdings LLC1,446,054$19.26M0.1%+612.8%2.114%
11/13/2025UBS Group AG158,023$2.11M0.0%-33.1%0.231%
11/13/2025BNP Paribas Financial Markets17,265$230K0.0%+14.6%0.025%
11/13/2025Franklin Resources Inc.308,220$4.11M0.0%+37.8%0.451%
11/13/2025Magnetar Financial LLC66,413$885K0.0%N/A0.097%
11/13/2025SNS Financial Group LLC16,854$231K0.0%-20.2%0.025%
11/13/2025CreativeOne Wealth LLC17,950$239K0.0%N/A0.026%
11/12/2025Quantbot Technologies LP16,817$224K0.0%N/A0.024%
11/7/2025JPMorgan Chase & Co.15,251$203K0.0%-21.0%0.022%
11/6/2025MQS Management LLC45,598$607K0.4%N/A0.065%
11/6/2025AG Asset Advisory LLC203,300$2.71M2.2%N/A0.288%
11/5/2025SlateStone Wealth LLC149,973$2.00M0.2%-2.0%0.212%
11/4/2025Centric Wealth Management143,369$2.06M0.5%-11.3%0.203%
10/30/2025Arcus Capital Partners LLC13,475$179K0.1%+8.9%0.019%
10/30/2025Accredited Investors Inc.50,898$678K0.0%+24.9%0.072%
10/29/2025Sage Mountain Advisors LLC1,058,487$14.10M0.8%+13.8%1.500%
10/29/2025North Ground Capital100,000$1.33M0.8%N/A0.142%
10/28/2025Running Point Capital Advisors LLC20,914$279K0.1%N/A0.030%
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James Altucher says Elon Musk is preparing an unprecedented project set to surface on December 8th. Altucher is hosting a free masterclass revealing what he says is locked inside a sealed briefcase detailing Musk's plans. Attendees who join early can also access a $1,000 bonus offer included with the presentation.tc pixel

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10/23/2025HB Wealth Management LLC220,290$2.93M0.0%+12.0%0.312%
10/22/2025Hennion & Walsh Asset Management Inc.40,481$539K0.0%N/A0.057%
10/20/2025Security National Bank5,057$67K0.0%+205.4%0.007%
10/14/2025Confluence Investment Management LLC49,855$664K0.0%-11.1%0.071%
10/14/2025Generali Investments CEE investicni spolecnost a.s.15,835$211K0.0%-12.9%0.022%
10/14/2025Accelerate Investment Advisors LLC51,796$690K0.5%-17.4%0.073%
10/9/2025AdvisorNet Financial Inc9,695$129K0.0%-30.6%0.014%
9/26/2025Corient Private Wealth LLC537,572$8.27M0.0%-10.5%0.762%
9/12/2025Valeo Financial Advisors LLC12,090$184K0.0%N/A0.017%
9/4/2025Osaic Holdings Inc.10,268$157K0.0%+70.9%0.015%


KBDC Institutional Ownership - Frequently Asked Questions

During the previous two years, 106 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 99 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 ($882.11K).

Institutional investors have bought a total of 12,903,655 shares in the last 24 months. This purchase volume represents approximately $181.68M 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: Sage Mountain Advisors LLC ($260.37K), Corient Private Wealth LLC ($243.01K), Corient Private Wealth LP ($193.59K), Callodine Capital Management LP ($108.26K), Renaissance Technologies LLC ($86.56K), Requisite Capital Management LLC ($80.50K), and UBS Group AG ($78.10K).

Institutional investors have sold a total of 1,352,292 shares in the last 24 months. This volume of shares sold represents approximately $18.89M in transactions.


Related Companies

Institutional ownership data for NYSE:KBDC is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 10/1/2026. New 13F filings are added each quarter as they're published.
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