KBDC · Kayne Anderson BDC, Inc. · Holdings

$12.96 +0.00 (+0.00%) At close · Sep 11

Market Cap

$855.85M

66.04M

Institutional ownership from SEC Form 13F filings. Investment managers with more than $100 million in U.S. equities must disclose their positions every quarter, within 45 days of quarter-end, so the holdings shown can lag the market by up to a quarter.

Use institutional holdings through the 13F API or MCP →

Quarter:

Holders: 92

Total Value: $431,389,810

Total Shares: 31,883,951

Institutional Ownership Trend

9 quarters

Holder Concentration

Across 92 13F filers · Δ vs Mar 31, 2026

Top Holder

32.9%

−0.3 pts

Top 5

66.3%

−9.3 pts

Top 10

77.3%

−6.9 pts

HHI

1,616

Moderately concentrated−106

Quarterly Activity

vs Mar 31, 2026

New

Increased

Decreased

Sold Out

Unchanged

Holder count: -1

Institutional value: -14.4%

Shares held: -13.3%

Top Buyers

vs Mar 31, 2026

Institution	Added	Now Holds
Mega Russell Investments Group, Ltd.	+244,504	796,324
Mega MORGAN STANLEY	+204,063	662,123
Large RENAISSANCE TECHNOLOGIES LLC	+105,507	250,829
Mega UBS Group AG	+99,744	747,232
Mega MILLENNIUM MANAGEMENT LLC	+81,496	104,225

Top Sellers

vs Mar 31, 2026

Institution	Sold	Now Holds
Mega BANK OF AMERICA CORP /DE/	−5,440,637	124,586
Mid Koch, Inc.	−1,696,347	10,485,004
Large Corient Private Wealth LLC	−193,585	183,877
Mid Callodine Capital Management, LP	−190,366	101,375
Mega JANE STREET GROUP, LLC	−159,680	30,035

Top New Positions

vs Mar 31, 2026

Institution	Acquired	Value (USD)
Small Columbus Macro, LLC	610,736	$8,263,258
Mega ENVESTNET ASSET MANAGEMENT INC	608,963	$8,239,269
Large Cetera Investment Advisers	590,495	$7,989,397
Large COMMONWEALTH EQUITY SERVICES, LLC	75,193	$1,017,361
Mid Kovack Advisors, Inc.	41,922	$567,204

Top Sold-Out Positions

vs Mar 31, 2026

Institution	Previously Held	Last Value (USD)
Small SlateStone Wealth, LLC	94,644	$1,298,515
Mega SUSQUEHANNA INTERNATIONAL GROUP, LLP	21,231	$291,289
Large ZACKS INVESTMENT MANAGEMENT	17,950	$246,274
Mid CreativeOne Wealth, LLC	17,950	$246,274
Small SGL Investment Advisors, Inc.	15,799	$216,762

Filter: New 17 Increased 33 Reduced 20 Sold out 18 Unchanged 22

Showing 92 of 92

All Common Calls Puts

Compact Export CSV

Holder

Value (USD)

% of 13F

Koch, Inc.

$141,862,104

32.88%

10,485,004

STATE OF MICHIGAN RETIREMENT SYSTEM

$88,848,289

20.60%

6,566,762

HF Capital, LLC

$29,994,724

6.95%

2,216,905

Pathstone Holdings, LLC

$14,382,944

3.33%

1,063,041

Russell Investments Group, Ltd.

$10,774,263

2.50%

796,324

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Russell Investment Management, LLC	105	$1,420	0.0%	Defined
Russell Investments Implementation Services, LLC	796,219	$10,772,843	100.0%	Defined

FRANKLIN RESOURCES INC

$10,550,112

2.45%

779,757

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
PUTNAM INVESTMENT MANAGEMENT LLC	779,757	$10,550,112	100.0%	Defined

UBS Group AG

$10,110,048

2.34%

747,232

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
UBS Financial Services Inc	26,144	$353,728	3.5%	Defined
UBS AG	721,088	$9,756,320	96.5%	Defined

VAN ECK ASSOCIATES CORP

$9,063,598

2.10%

669,889

MORGAN STANLEY

$8,958,522

2.08%

662,123

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
MORGAN STANLEY & CO. LLC	7,347	$99,404	1.1%	Defined
MORGAN STANLEY CAPITAL SERVICES, LLC	58,720	$794,481	8.9%	Defined
MORGAN STANLEY SMITH BARNEY LLC	596,056	$8,064,637	90.0%	Defined

Requisite Capital Management, LLC

$8,728,608

2.02%

645,130

Columbus Macro, LLC

$8,263,258

1.92%

610,736

ENVESTNET ASSET MANAGEMENT INC

$8,239,269

1.91%

608,963

Cetera Investment Advisers

$7,989,397

1.85%

590,495

KENNEDY CAPITAL MANAGEMENT LLC

$5,209,036

1.21%

384,999

Sage Mountain Advisors LLC

$4,779,797

1.11%

353,274

AMERICAN FINANCIAL GROUP INC

$3,841,207

0.89%

283,903

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Great American Insurance Company	283,903	$3,841,207	100.0%	Defined

HB Wealth Management, LLC

$3,790,957

0.88%

280,189

RENAISSANCE TECHNOLOGIES LLC

$3,393,716

0.79%

250,829

WELLS FARGO & COMPANY/MN

$3,235,590

0.75%

239,142

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC	3,016	$40,806	1.3%	Defined
WELLS FARGO CLEARING SERVICES, LLC	236,126	$3,194,784	98.7%	Defined

BlackRock, Inc.

$3,191,334

0.74%

235,871

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
BlackRock Asset Management Ireland Ltd	235,871	$3,191,334	100.0%	Sole

AG Asset Advisory, LLC

$2,750,649

0.64%

203,300

HRT FINANCIAL LP

$2,523,196

0.58%

186,489

Corient Private Wealth LLC

$2,487,855

0.58%

183,877

Activest Wealth Management

$2,017,823

0.47%

149,137

Centric Wealth Management

$1,780,250

0.41%

131,578

CITADEL ADVISORS LLC

$1,753,893

0.41%

129,630

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Citadel Securities GP LLC	102,958	$1,393,021	79.4%	Defined
Held directly	26,672	$360,872	20.6%	Defined

BANK OF AMERICA CORP /DE/

$1,685,648

0.39%

124,586

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
MERRILL LYNCH, PIERCE, FENNER & SMITH INC.	124,586	$1,685,648	100.0%	Defined

DBA TRADING, LLC

$1,650,632

0.38%

121,998

MILLENNIUM MANAGEMENT LLC

$1,410,164

0.33%

104,225

Callodine Capital Management, LP

$1,371,603

0.32%

101,375

Adams Asset Advisors, LLC

$1,368,735

0.32%

101,163

Hennion & Walsh Asset Management, Inc.

$1,349,685

0.31%

99,755

STATE STREET CORP

$1,325,074

0.31%

97,936

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
STATE STREET GLOBAL ADVISORS TRUST COMPANY	97,936	$1,325,074	100.0%	Defined

Cresset Asset Management, LLC

$1,287,190

0.30%

95,136

STIFEL FINANCIAL CORP

$1,125,505

0.26%

83,186

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
STIFEL NICOLAUS & CO INC \MO\	70,711	$956,719	85.0%	Defined
Held directly	12,475	$168,786	15.0%	Defined

Inscription Capital, LLC

$1,097,715

0.25%

81,132

Closed-End Fund Advisors, Inc.

$1,062,118

0.25%

78,501

COMMONWEALTH EQUITY SERVICES, LLC

$1,017,361

0.24%

75,193

CONFLUENCE INVESTMENT MANAGEMENT LLC

$1,012,327

0.23%

74,821

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Manager 1	49,889	$674,998	66.7%	Defined
Held directly	24,932	$337,329	33.3%	Sole

ROYAL BANK OF CANADA

$949,926

0.22%

70,209

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
RBC Capital Markets, LLC	62,394	$844,190	88.9%	Defined
RBC Dominion Securities Inc.	7,815	$105,736	11.1%	Defined

Cerity Partners LLC

$917,604

0.21%

67,820

BROWN ADVISORY INC

$873,969

0.20%

64,595

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Brown Advisory LLC	28,694	$388,229	44.4%	Defined
Signature Financial Management, Inc.	35,901	$485,740	55.6%	Defined

Legacy Wealth Advisors, LLC

$799,474

0.19%

59,089

Accredited Investors Inc.

$688,649

0.16%

50,898

OSAIC HOLDINGS, INC.

$604,465

0.14%

44,676

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
OSAIC WEALTH, INC.	16,101	$217,846	36.0%	Defined
CW Advisors, LLC	28,575	$386,619	64.0%	Sole

Quantinno Capital Management LP

$593,101

0.14%

43,836

Kovack Advisors, Inc.

$567,204

0.13%

41,922

Belpointe Asset Management LLC

$562,983

0.13%

41,610

UMB Bank, n.a.

$502,842

0.12%

37,165

XTX Topco Ltd

$498,675

0.12%

36,857

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
XTX EXECUTION SERVICES LLC joint	36,857	$498,675	100.0%	Defined

Dynamic Technology Lab Private Ltd

$458,288

0.11%

33,872

RAYMOND JAMES FINANCIAL INC

$428,089

0.10%

31,640

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
RAYMOND JAMES & ASSOCIATES	31,540	$426,736	99.7%	Defined
Raymond James Financial Services Advisors, Inc.	100	$1,353	0.3%	Defined

Apollon Wealth Management, LLC

$424,219

0.10%

31,354

JANE STREET GROUP, LLC

$406,373

0.09%

30,035

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Jane Street Capital, LLC	15,242	$206,224	50.7%	Defined
Jane Street Global Trading, LLC	14,793	$200,149	49.3%	Defined

TCTC Holdings, LLC

$403,261

0.09%

29,805

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Turtle Creek Trust Company, LTA	29,805	$403,261	100.0%	Defined

HighTower Advisors, LLC

$357,746

0.08%

26,441

TRUIST FINANCIAL CORP

$344,460

0.08%

25,459

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
TRUIST BANK /NC/	25,459	$344,460	100.0%	Defined

SEI INVESTMENTS CO

$332,566

0.08%

24,580

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
SEI INVESTMENTS MANAGEMENT CORP	32	$432	0.1%	Sole
SEI TRUST CO	24,548	$332,134	99.9%	Sole

Invesco Ltd.

$318,455

0.07%

23,537

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Invesco Investment Advisers LLC	23,537	$318,455	100.0%	Defined

Squarepoint Ops LLC

$307,198

0.07%

22,705

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Squarepoint Capital LLP	22,705	$307,198	100.0%	Defined

EAGLE GLOBAL ADVISORS LLC

$291,571

0.07%

21,550

NewEdge Advisors, LLC

$285,036

0.07%

21,067

Platt Wealth Management LLC

$271,668

0.06%

20,079

TT Capital Management LLC

$270,600

0.06%

20,000

Birchview Capital, LP

$270,600

0.06%

20,000

WOODLEY FARRA MANION PORTFOLIO MANAGEMENT INC

$249,587

0.06%

18,447

Brevan Howard Capital Management LP

$231,160

0.05%

17,085

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Brevan Howard US Investment Management, LP	17,085	$231,160	100.0%	Defined

CARY STREET PARTNERS FINANCIAL LLC

$222,974

0.05%

16,480

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
CARY STREET PARTNERS INVESTMENT ADVISORY LLC	16,480	$222,974	100.0%	Defined

Generali Investments CEE, investicni spolecnost, a.s.

$214,247

0.05%

15,835

Advisors Asset Management, Inc.

$212,826

0.05%

15,730

Veery Capital, LLC

$201,610

0.05%

14,901

PRICE T ROWE ASSOCIATES INC /MD/

$194,926

0.05%

14,407

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
T. Rowe Price Australia Limited	14,407	$194,926	100.0%	Defined

Virtu Financial LLC

$189,907

0.04%

14,036

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Virtu Americas LLC	14,036	$189,907	100.0%	Defined

Rockefeller Capital Management L.P.

$175,971

0.04%

13,006

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
ROCKEFELLER FINANCIAL LLC	13,006	$175,971	100.0%	Defined

Balentine LLC

$161,304

0.04%

11,922

Sovereign Financial Group, Inc.

$156,339

0.04%

11,555

Windsor Advisory Group, LLC

$151,833

0.04%

11,222

Baird Financial Group, Inc.

$146,922

0.03%

10,859

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Robert W. Baird & Co. Inc	10,859	$146,922	100.0%	Defined

Forvis Mazars Wealth Advisors, LLC

$142,119

0.03%

10,504

Advisory Services Network, LLC

$138,912

0.03%

10,267

D. E. Shaw & Co., Inc.

$137,559

0.03%

10,167

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
D. E. SHAW & CO, L.P.	10,167	$137,559	100.0%	Defined

nVerses Capital, LLC

$136,707

0.03%

10,104

KAVAR CAPITAL PARTNERS GROUP, LLC

$135,300

0.03%

10,000

Security National Bank

$59,586

0.01%

4,404

Quantbot Technologies LP

$53,010

0.01%

3,918

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Manager 1	3,918	$53,010	100.0%	Sole

BNP PARIBAS ARBITRAGE, SA

$32,472

0.01%

2,400

Fourth Dimension Wealth, LLC

$13,530

0.00%

1,000

Founders Capital Management

$10,824

0.00%

800

Clearstead Advisors, LLC

$4,059

0.00%

300

Roxbury Financial LLC

$2,273

0.00%

168

Caitong International Asset Management Co., Ltd

$460

0.00%

JPMORGAN CHASE & CO

$175

0.00%

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
J.P. Morgan Securities plc	13	$175	100.0%	Defined

Key facts CIK 1747172 CUSIP 48662X105 13F (30d) 27 filings 27 filers Visit website Investor relations