KAYNE ANDERSON BDC INC (KBDC)
Institutional ownership reported to the SEC as of Q2 2026, across 9 quarters.
88
Reporting holders
$436.5M
Reported value
48.8%
Of shares outstanding
0.0%
Held as options
+1
Holder change
Institutions report 32,220,782 shares against 66,037,810 outstanding. Shares only - option lines are excluded, which is why this can be compared with the company at all. The count comes from the cover page of the company's own most recent report, so it is dated when that was filed rather than at quarter end.
Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| Koch, Inc. | $141.9M | 10,485,004 | 12.96% | 5q | -13.9%-$23.0M |
| STATE OF MICHIGAN RETIREMENT SYSTEM | $88.8M | 6,566,762 | 0.39% | 3q | HELD |
| HF Capital, LLC | $30.0M | 2,216,905 | 10.11% | 3q | -5.5%-$1.7M |
| Pathstone Holdings, LLC | $14.4M | 1,063,041 | 0.04% | 7q | -4.9%-$746.0K |
| Russell Investments Group, Ltd. | $10.8M | 796,324 | 0.01% | 3q | +44.3%+$3.3M |
| FRANKLIN RESOURCES INC | $10.6M | 779,757 | 0.00% | 9q | +3.7%+$373.0K |
| Corient Private Wealth LP | $10.2M | 755,719 | 0.01% | 7q | +100.2%+$5.1M |
| UBS Group AG | $10.1M | 747,232 | 0.00% | 9q | +15.4%+$1.3M |
| VAN ECK ASSOCIATES CORP | $9.1M | 669,889 | 0.01% | 3q | +11.9%+$966.7K |
| Requisite Capital Management, LLC | $9.0M | 645,130 | 1.49% | 7q | +6.5%+$548.6K |
| MORGAN STANLEY | $9.0M | 662,123 | 0.00% | 9q | +44.5%+$2.8M |
| Columbus Macro, LLC | $8.3M | 610,736 | 0.80% | new | NEW |
| ENVESTNET ASSET MANAGEMENT INC | $8.2M | 608,963 | 0.00% | new | NEW |
| Cetera Investment Advisers | $8.0M | 590,495 | 0.01% | new | NEW |
| KENNEDY CAPITAL MANAGEMENT LLC | $5.2M | 384,999 | 0.09% | 2q | -1.6%-$83.0K |
| Sage Mountain Advisors LLC | $4.8M | 353,274 | 0.29% | 7q | -15.5%-$876.6K |
| AMERICAN FINANCIAL GROUP INC | $3.8M | 283,903 | 1.35% | 2q | +37.9%+$1.1M |
| HB Wealth Management, LLC | $3.8M | 280,189 | 0.02% | 7q | +19.1%+$606.8K |
| RENAISSANCE TECHNOLOGIES LLC | $3.4M | 250,829 | 0.00% | 8q | +72.6%+$1.4M |
| WELLS FARGO & COMPANY/MN | $3.2M | 239,142 | 0.00% | 8q | -47.2%-$2.9M |
| BlackRock, Inc. | $3.2M | 235,871 | 0.00% | 7q | -2.3%-$76.6K |
| AG Asset Advisory, LLC | $2.8M | 203,300 | 2.22% | 4q | HELD |
| Activest Wealth Management | $2.0M | 149,137 | 0.39% | 3q | -39.6%-$1.3M |
| Centric Wealth Management | $2.0M | 131,578 | 0.31% | 7q | HELD |
| CITADEL ADVISORS LLC | $1.8M | 129,630 | 0.00% | 3q | +66.7%+$701.9K |
| BANK OF AMERICA CORP /DE/ | $1.7M | 124,586 | 0.00% | 9q | -97.8%-$73.6M |
| DBA TRADING, LLC | $1.7M | 121,998 | 0.84% | 2q | HELD |
| MILLENNIUM MANAGEMENT LLC | $1.4M | 104,225 | 0.00% | 9q | +358.6%+$1.1M |
| Callodine Capital Management, LP | $1.4M | 101,375 | 0.09% | 9q | -65.3%-$2.6M |
| Adams Asset Advisors, LLC | $1.4M | 101,163 | 0.16% | 3q | +397.3%+$1.1M |
| STATE STREET CORP | $1.4M | 97,936 | 0.00% | 2q | +17.8%+$206.5K |
| Hennion & Walsh Asset Management, Inc. | $1.3M | 99,755 | 0.04% | 4q | +46.0%+$425.4K |
| Cresset Asset Management, LLC | $1.3M | 95,136 | 0.00% | 6q | HELD |
| STIFEL FINANCIAL CORP | $1.1M | 83,186 | 0.00% | 5q | +77.4%+$491.0K |
| Inscription Capital, LLC | $1.1M | 81,132 | 0.10% | 5q | HELD |
| Closed-End Fund Advisors, Inc. | $1.1M | 78,501 | 1.04% | 3q | +118.9%+$577.0K |
| COMMONWEALTH EQUITY SERVICES, LLC | $1.0M | 75,193 | 0.00% | new | NEW |
| CONFLUENCE INVESTMENT MANAGEMENT LLC | $1.0M | 74,821 | 0.02% | 9q | HELD |
| ROYAL BANK OF CANADA | $950.0K | 70,209 | 0.00% | 9q | +3.9%+$35.8K |
| Cerity Partners LLC | $917.6K | 67,820 | 0.00% | 7q | +0.9%+$8.4K |
| BROWN ADVISORY INC | $874.0K | 64,595 | 0.00% | 9q | +4.6%+$38.4K |
| Legacy Wealth Advisors, LLC | $799.5K | 59,089 | 0.35% | 3q | HELD |
| Accredited Investors Inc. | $688.6K | 50,898 | 0.03% | 7q | HELD |
| OSAIC HOLDINGS, INC. | $604.5K | 44,676 | 0.00% | 7q | +309.8%+$457.0K |
| Quantinno Capital Management LP | $593.1K | 43,836 | 0.00% | 3q | HELD |
| Kovack Advisors, Inc. | $567.2K | 41,922 | 0.03% | new | NEW |
| Belpointe Asset Management LLC | $563.0K | 41,610 | 0.02% | 3q | +9.0%+$46.6K |
| UMB Bank, n.a. | $502.8K | 37,165 | 0.01% | new | NEW |
| XTX Topco Ltd | $498.7K | 36,857 | 0.01% | 3q | -53.9%-$583.6K |
| Dynamic Technology Lab Private Ltd | $458.0K | 33,872 | 0.10% | 3q | +84.3%+$209.5K |
| RAYMOND JAMES FINANCIAL INC | $428.1K | 31,640 | 0.00% | new | NEW |
| Apollon Wealth Management, LLC | $424.2K | 31,354 | 0.01% | 7q | HELD |
| JANE STREET GROUP, LLC | $406.4K | 30,035 | 0.00% | 2q | -84.2%-$2.2M |
| TCTC Holdings, LLC | $403.3K | 29,805 | 0.01% | 5q | +150.0%+$242.0K |
| HighTower Advisors, LLC | $357.7K | 26,441 | 0.00% | 2q | -20.5%-$92.4K |
| TRUIST FINANCIAL CORP | $344.5K | 25,459 | 0.00% | 5q | +1.4%+$4.6K |
| SEI INVESTMENTS CO | $332.6K | 24,580 | 0.00% | 2q | -53.8%-$387.0K |
| Invesco Ltd. | $318.5K | 23,537 | 0.00% | 7q | +53.2%+$110.6K |
| Squarepoint Ops LLC | $307.2K | 22,705 | 0.00% | 3q | +126.1%+$171.3K |
| EAGLE GLOBAL ADVISORS LLC | $291.6K | 21,550 | 0.01% | new | NEW |
| NewEdge Advisors, LLC | $285.0K | 21,067 | 0.00% | 6q | HELD |
| Birchview Capital, LP | $270.6K | 20,000 | 0.13% | 3q | HELD |
| TT Capital Management LLC | $270.6K | 20,000 | 0.21% | 3q | -5.2%-$14.9K |
| WOODLEY FARRA MANION PORTFOLIO MANAGEMENT INC | $257.0K | 18,447 | 0.01% | 6q | HELD |
| Brevan Howard Capital Management LP | $231.2K | 17,085 | 0.00% | 2q | +37.4%+$62.9K |
| CARY STREET PARTNERS FINANCIAL LLC | $223.0K | 16,480 | 0.00% | 2q | +13.8%+$27.1K |
| Generali Investments CEE, investicni spolecnost, a.s. | $214.2K | 15,835 | 0.01% | 6q | HELD |
| Advisors Asset Management, Inc. | $212.8K | 15,730 | 0.00% | new | NEW |
| Veery Capital, LLC | $201.6K | 14,901 | 0.05% | 5q | HELD |
| Rockefeller Capital Management L.P. | $176.0K | 13,006 | 0.00% | 4q | HELD |
| Balentine LLC | $161.3K | 11,922 | 0.01% | 5q | HELD |
| Sovereign Financial Group, Inc. | $156.3K | 11,555 | 0.02% | 2q | +2.1%+$3.2K |
| Windsor Advisory Group, LLC | $151.8K | 11,222 | 0.11% | new | NEW |
| Baird Financial Group, Inc. | $146.9K | 10,859 | 0.00% | new | NEW |
| Forvis Mazars Wealth Advisors, LLC | $142.1K | 10,504 | 0.00% | 5q | HELD |
| Advisory Services Network, LLC | $138.9K | 10,267 | 0.00% | 5q | +0.5% |
| D. E. Shaw & Co., Inc. | $137.6K | 10,167 | 0.00% | 2q | -30.8%-$61.2K |
| nVerses Capital, LLC | $136.7K | 10,104 | 0.21% | 2q | -14.9%-$23.9K |
| KAVAR CAPITAL PARTNERS GROUP, LLC | $135.3K | 10,000 | 0.02% | new | NEW |
| Security National Bank | $59.6K | 4,404 | 0.01% | 6q | HELD |
| Quantbot Technologies LP | $53.0K | 3,918 | 0.00% | new | NEW |
| BNP PARIBAS FINANCIAL MARKETS | $32.5K | 2,400 | 0.00% | 5q | -78.0%-$115.1K |
| Fourth Dimension Wealth, LLC | $13.5K | 1,000 | 0.00% | new | NEW |
| Founders Capital Management | $10.8K | 800 | 0.00% | 4q | HELD |
| Clearstead Advisors, LLC | $4.1K | 300 | 0.00% | new | NEW |
| HRT FINANCIAL LP | $2.5K | 186,489 | 0.00% | 2q | +52.4% |
| Roxbury Financial LLC | $2.3K | 168 | 0.00% | new | NEW |
| SlateStone Wealth, LLC | $1.3K | 94,644 | 0.10% | 7q | HELD |
| Caitong International Asset Management Co., Ltd | $460 | 34 | 0.00% | 3q | +25.9% |
| Platt Wealth Management LLC | $271 | 20,079 | 0.22% | 3q | HELD |
| PRICE T ROWE ASSOCIATES INC /MD/ | $195 | 14,407 | 0.00% | 3q | -10.8% |
| Virtu Financial LLC | $190 | 14,036 | 0.01% | new | NEW |
| JPMORGAN CHASE & CO | $181 | 13 | 0.00% | 6q | HELD |
Five percent filings
Anyone crossing 5% of a company must say so within days - far sooner than the next quarterly holdings report. A 13D declares an intent to influence the company; a 13G is the passive version. See all activist filings →
| Filed | Form | Filer | % of class |
|---|---|---|---|
| 2026-08-14 | 13G/A | Koch Companies Defined Benefit Master Trustwith 1 co-filers | 13.2% |
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 88 | $436.5M | 32,220,782 | 16 | 32 | 18 | 0.0% |
| Q1 2026 | 87 | $495.8M | 36,126,185 | 18 | 21 | 19 | 0.0% |
| Q4 2025 | 82 | $517.7M | 36,119,279 | 20 | 15 | 23 | 0.0% |
| Q3 2025 | 80 | $368.5M | 27,611,620 | 24 | 19 | 15 | 0.0% |
| Q2 2025 | 67 | $378.4M | 24,755,545 | 19 | 38 | 5 | 0.0% |
| Q1 2025 | 57 | $98.4M | 6,049,323 | 20 | 25 | 8 | 0.0% |
| Q4 2024 | 43 | $65.3M | 3,948,466 | 27 | 9 | 2 | 0.0% |
| Q3 2024 | 18 | $22.9M | 1,410,799 | 6 | 7 | 2 | 0.0% |
| Q2 2024 | 15 | $20.9M | 1,312,869 | 15 | 0 | 0 | 0.0% |