HolderBook

KAYNE ANDERSON ENERGY INFRST (KYN)

Institutional ownership reported to the SEC as of Q2 2026, across 31 quarters.

257
Reporting holders
$824.9M
Reported value
0.3%
Held as options
+10
Holder change

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

FilerValueShares Their book Held Change
MORGAN STANLEY$143.9M10,405,6520.01%35q+5.6%+$7.7M
BANK OF AMERICA CORP /DE/$62.0M4,484,9720.00%31q-2.6%-$1.7M
Cetera Investment Advisers$50.2M3,627,9610.05%23q-6.6%-$3.5M
CITY OF LONDON INVESTMENT MANAGEMENT CO LTD$49.6M3,584,6932.98%8q+32.4%+$12.1M
WELLS FARGO & COMPANY/MN$44.5M3,216,4710.01%31q-49.1%-$42.9M
BROWN ADVISORY INC$37.3M2,700,4200.06%3qHELD
RAYMOND JAMES FINANCIAL INC$33.1M2,395,8840.01%7q-4.2%-$1.4M
Terril Brothers, Inc.$27.2M1,968,1197.02%29q+34.0%+$6.9M
Advisors Asset Management, Inc.$26.4M1,912,1810.40%34qHELD
ROYAL BANK OF CANADA$25.6M1,854,6830.00%31q-9.2%-$2.6M
UBS Group AG$22.5M1,627,8680.00%31q+5.3%+$1.1M
Pathstone Holdings, LLC$21.1M1,524,9340.06%11q+14.4%+$2.7M
STIFEL FINANCIAL CORP$16.5M1,195,5010.01%31q-2.7%-$463.0K
OSAIC HOLDINGS, INC.$10.9M791,6960.01%26q+5.2%+$540.3K
RIVERNORTH CAPITAL MANAGEMENT, LLC$9.6M697,1980.46%4q+0.6%+$59.5K
Cadent Capital Advisors, LLC$9.2M668,6781.91%23q-1.7%-$160.8K
Zimmer Partners, LP$9.0M652,5000.21%5q+11.1%+$899.0K
LPL Financial LLC$8.7M632,0200.00%31q+3.3%+$278.8K
BARD ASSOCIATES INC$8.6M624,4801.92%31q+6.5%+$528.6K
STANSBERRY ASSET MANAGEMENT, LLC$8.3M599,9030.76%18q-4.2%-$366.6K
Saba Capital Management, L.P.$7.6M550,7820.20%5q+4254.7%+$7.4M
Ascentis Wealth Management, LLC$7.5M3,001,4310.38%8q+1419.8%+$7.0M
Magnus Financial Group LLC$6.7M483,5060.47%31q+105.3%+$3.4M
Summit Financial, LLC$6.3M454,6180.07%7q-12.0%-$856.0K
COMMERCE BANK$5.7M411,4740.02%31q+27.1%+$1.2M
Meridian Wealth Management, LLC$5.2M373,3620.16%8q-8.8%-$496.7K
HighTower Advisors, LLC$5.2M372,3850.00%31qHELD
Quantedge Capital Pte Ltd$4.6M335,1943.52%23q+132.6%+$2.6M
OPPENHEIMER & CO INC$4.6M332,1990.05%24qHELD
Closed-End Fund Advisors, Inc.$4.3M311,1354.20%3q+2.8%+$116.5K
Garner Asset Management Corp$4.3M309,9811.39%31q+1.3%+$53.9K
McGowan Group Asset Management, Inc.$4.3M309,6800.52%11qHELD
FLAGSHIP HARBOR ADVISORS, LLC$4.3M307,4320.16%11q+6.7%+$268.3K
RITHOLTZ WEALTH MANAGEMENT$4.1M300,0000.03%newNEW
NWF Advisory Services Inc.$4.1M299,5350.39%6q-1.4%-$57.6K
Thomas J. Herzfeld Advisors, Inc.$3.8M276,0971.17%2q+17.9%+$580.3K
TSP Capital Management Group, LLC$3.7M270,5250.90%31qHELD
RFG Advisory, LLC$3.2M229,3520.05%6q-2.0%-$63.2K
COMMONWEALTH EQUITY SERVICES, LLC$3.1M227,3200.00%31q+14.4%+$394.7K
NewEdge Advisors, LLC$3.0M220,1490.01%newNEW
Rockefeller Capital Management L.P.$3.0M214,6060.00%26q+3.6%+$102.7K
FourThought Financial Partners, LLC$2.9M210,5880.22%11q-0.5%-$15.5K
Beverly Hills Private Wealth, LLC$2.6M190,8120.50%15q-0.7%-$17.3K
Edgemoor Investment Advisors, Inc.$2.6M186,3080.18%23q-4.4%-$118.8K
Bridgewater Advisors Inc.$2.6M176,6010.14%22q-7.1%-$194.0K
MGO ONE SEVEN LLC$2.4M172,0330.04%newNEW
WOLVERINE ASSET MANAGEMENT LLC$2.3M166,8180.02%2q+315.3%+$1.8M
FIRST TRUST ADVISORS LP$2.1M149,5820.00%15q+7.5%+$144.9K
TWO SIGMA INVESTMENTS, LP$2.0M144,3000.00%5qHELD
Prospera Financial Services Inc$2.0M141,2500.03%11qHELD
CALDWELL SUTTER CAPITAL, INC.$2.0M141,1060.74%15qHELD
FIFTH THIRD BANCORP$1.9M136,8740.00%2q+30.3%+$440.1K
PROMETHIUM ADVISORS,LLC$1.8M128,1850.85%6q+0.7%+$13.0K
AG Asset Advisory, LLC$1.7M120,7141.35%4q+8.1%+$124.5K
Crusonia Wealth Advisors LLC$1.6M118,8980.27%3q+38.7%+$458.6K
KESTRA PRIVATE WEALTH SERVICES, LLC$1.6M116,2290.02%24q-6.0%-$102.7K
Independent Wealth Network Inc.$1.5M111,9950.39%20q+1.9%+$28.6K
Allspring Global Investments Holdings, LLC$1.5M105,3700.00%newNEW
Collar Capital Management, LLC$1.4M102,7890.84%7q-5.4%-$80.6K
NWAM LLC$1.3M95,6170.07%8q+16.5%+$187.7K
Invesco Ltd.$1.3M94,7010.00%10q-17.4%-$276.1K
Indivisible Partners$1.3M91,2640.07%3q+7.4%+$86.8K
XTX Topco Ltd$1.2M88,6610.02%newNEW
B. Riley Wealth Advisors, Inc.$1.2M85,2070.06%30q-2.3%-$27.3K
Aristides Capital LLC$1.2M84,2940.23%11q+8.1%+$87.0K
Secure Asset Management, LLC$1.1M79,6970.15%9q+1.0%+$11.4K
CURA WEALTH ADVISORS, LLC$1.1M79,0120.47%7qHELD
Post Resch Tallon Group Inc.$1.1M78,5450.75%7q+5.6%+$57.4K
JEPPSON WEALTH MANAGEMENT, LLC$1.0M75,4340.31%24q-0.7%-$7.6K
TRUIST FINANCIAL CORP$997.9K72,1560.00%27q+29.9%+$229.7K
OneDigital Investment Advisors LLC$996.8K72,0720.01%newNEW
Essex Financial Services, Inc.$969.7K70,1140.05%15q+0.8%+$8.1K
Steward Partners Investment Advisory, LLC$963.8K69,6860.00%31q+16.5%+$136.5K
CITADEL ADVISORS LLC$912.0K13,1440.00%23q-23.9%-$286.4K
TrueMark Investments, LLC$902.8K65,2750.11%4q+7.1%+$59.5K
PFG Investments, LLC$891.3K64,4450.03%9q+12.3%+$97.3K
Laird Norton Wetherby Trust Company, LLC$890.8K64,4110.02%3qHELD
Pallas Capital Advisors LLC$853.2K61,6890.03%3qHELD
US BANCORP \DE\$816.4K59,0300.00%31qHELD
Baker Avenue Asset Management, LP$785.5K56,8000.01%5qHELD
Corient Private Wealth LP$783.7K56,6670.00%4q+184.0%+$507.7K
Baird Financial Group, Inc.$782.4K56,5700.00%23q+5.8%+$43.1K
Focus Partners Wealth$776.5K56,1490.00%3q-6.0%-$50.0K
JANE STREET GROUP, LLC$774.5Koptions only0.00%4qOPTIONS
TCTC Holdings, LLC$765.1K55,3250.02%31qHELD
Colter Lewis Investment Partners LLC$747.1K54,0230.33%2q+291.9%+$556.5K
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC$682.4K49,3380.00%31q+1.8%+$12.4K
MERCER GLOBAL ADVISORS INC /ADV$673.3K48,6800.00%5q+305.0%+$507.0K
Mutual Advisors, LLC$671.2K48,5350.01%19qHELD
MONETARY MANAGEMENT GROUP INC$667.3K48,2500.14%24qHELD
Mariner, LLC$665.0K48,0850.00%10qHELD
Manhattan West Asset Management, LLC$664.4K48,0380.11%4q-7.0%-$49.8K
UHLMANN PRICE SECURITIES, LLC$646.9K45,7750.02%3q+37.2%+$175.3K
Eagle Bluffs Wealth Management LLC$643.7K46,5430.22%11qHELD
Waverly Advisors, LLC$642.7K46,4740.00%2qHELD
Concorde Asset Management, LLC$638.5K46,1700.37%6q+1.4%+$9.0K
Koshinski Asset Management, Inc.$619.2K44,7730.03%11qHELD
JOHNSON INVESTMENT COUNSEL INC$609.1K44,0450.00%9q+1.8%+$10.8K
INDEPENDENT FINANCIAL GROUP, LLC$562.2K40,6540.01%6q-1.4%-$8.0K
GUGGENHEIM CAPITAL LLC$558.3K40,3680.00%31q-60.0%-$837.1K

Showing the largest 100 of 266 reported holders.

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.

QuarterHoldersValue SharesNewAdded TrimmedOptions
Q2 2026257$824.9M61,944,2723177560.3%
Q1 2026247$857.4M59,970,4672169670.1%
Q4 2025249$735.8M59,385,1552367610.1%
Q3 2025241$674.6M54,441,9451677550.2%
Q2 2025236$701.0M54,980,2471879560.3%
Q1 2025226$646.6M50,331,4811966650.2%
Q4 2024227$648.2M50,922,9091765630.1%
Q3 2024211$565.9M51,395,3332075450.0%
Q2 2024206$539.6M52,187,6951661570.1%
Q1 2024212$668.3M66,724,7392667440.1%
Q4 2023207$501.9M57,126,4135165380.1%
Q3 2023166$327.2M38,791,9851345510.3%
Q2 2023170$304.0M37,120,5361336510.6%
Q1 2023166$313.4M36,026,0331644430.7%
Q4 2022166$309.1M36,169,8673035380.6%
Q3 2022164$302.1M36,975,6051642470.8%
Q2 2022166$306.0M36,006,0761848361.3%
Q1 2022176$317.7M34,483,4493558360.6%
Q4 2021172$246.9M31,320,2242042461.1%
Q3 2021157$247.6M30,647,5461436491.0%
Q2 2021168$275.4M30,610,0481330531.2%
Q1 2021173$199.5M27,651,6592345520.6%
Q4 2020166$171.0M29,440,4722838540.8%
Q3 2020164$120.4M29,241,9392235570.4%
Q2 2020165$151.2M28,147,0981644540.7%
Q1 2020178$121.3M33,204,8613539640.5%
Q4 2019181$496.1M35,535,3311758650.2%
Q3 2019192$482.1M33,246,2991950660.3%
Q2 2019203$519.7M33,712,2812059600.8%
Q1 2019209$530.7M33,017,2173369580.2%
Q4 2018198$452.7M32,896,0325320.1%