KBDC · Kayne Anderson BDC, Inc. · Shareholders & Ownership
Every disclosed holder of KBDC in one list: 13F institutions, Schedule 13D and 13G filers, insiders (Forms 3, 4 and 5) and registered funds, each from its own latest filing. Holders nest by CIK and SEC reporting links, never by name, and each is summed once.
Who Owns KBDC
13F quarter Sep 30, 2026, combined view: filers that have not filed yet carry their Jun 30, 2026 positions| Holder group | Shares | % Out |
|---|---|---|
| Institutional (13F) | 32,037,629 | 48.51% |
| Insiders (Forms 3, 4, 5) | 2,529,747 | 3.83% |
| 13D/G-only blocks | 8,700,507 | 13.18% |
| Remaining | 22,769,927 | 34.48% |
| Registered funds (N-PORT, not summed) | 1,537,466 | 2.33% |
Shares outstanding: 66,037,810, the issuer's latest cover-page count restated onto today's split basis.
13D/G-only counts each filer's latest 13D or 13G that no 13F report of the listing contains, that names no 13F filer and that no counted insider files. Funds are never summed: their shares sit inside their advisers' 13F reports.
Holders of KBDC
| # | Holder | Shares | As of | Notes |
|---|---|---|---|---|
| 1 |
|
10,485,004 | ||
| 2 |
Koch Companies Defined Benefit Master Trust
13G
CIK 1884966 · Pension or benefit plan · Jun 30, 2026
Rule 13d-1(b), qualified institution
|
8,700,507 | ||
| 3 |
STATE OF MICHIGAN RETIREMENT SYSTEM
13F
CIK 762152 · Pension or benefit plan · Jun 30, 2026
carried, not yet filed for the newest quarter
|
6,566,762 | ||
| 4 |
|
2,504,890 | ||
| 5 |
HF Capital, LLC
13F
CIK 2063476 · Unknown · Jun 30, 2026
carried, not yet filed for the newest quarter
|
2,216,905 | ||
| 6 |
Pathstone Holdings, LLC
13F
CIK 2011612 · Unknown · Jun 30, 2026
carried, not yet filed for the newest quarter
|
1,063,041 | ||
| 7 |
Russell Investments Group, Ltd.
13F
CIK 1692234 · Unknown · Jun 30, 2026
carried, not yet filed for the newest quarter
|
796,324 | ||
| 8 |
FRANKLIN RESOURCES INC
13F
CIK 38777 · Investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
779,757 | ||
| 8.1 |
Putnam BDC Income ETF
Fund
S000077137 · Registered fund · Jul 31, 2026
Putnam ETF Trust, not summed
|
806,003 | ||
| 9 |
|
747,232 | ||
| 10 |
VanEck BDC Income ETF
Fund
S000033466 · Registered fund · Jun 30, 2026
VanEck ETF Trust, not summed
|
670,894 | ||
| 11 |
VAN ECK ASSOCIATES CORP
13F
CIK 869178 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
669,889 | ||
| 12 |
MORGAN STANLEY
13F
CIK 895421 · Holding company · Jun 30, 2026
carried, not yet filed for the newest quarter
|
662,123 | ||
| 13 |
Columbus Macro, LLC
13F
CIK 1727269 · Registered investment adviser · Sep 30, 2026
|
647,693 | ||
| 14 |
Requisite Capital Management, LLC
13F
CIK 1730573 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
645,130 | ||
| 15 |
ENVESTNET ASSET MANAGEMENT INC
13F
CIK 1407543 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
608,963 | ||
| 16 |
Cetera Investment Advisers
13F
CIK 1666741 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
590,495 | ||
| 17 |
KENNEDY CAPITAL MANAGEMENT LLC
13F
CIK 884589 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
384,999 | ||
| 18 |
Sage Mountain Advisors LLC
13F
CIK 1832274 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
353,274 | ||
| 19 |
AMERICAN FINANCIAL GROUP INC
13F
CIK 1042046 · Insurance company · Jun 30, 2026
carried, not yet filed for the newest quarter
|
283,903 | ||
| 20 |
RENAISSANCE TECHNOLOGIES LLC
13F
CIK 1037389 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
250,829 | ||
| 21 |
WELLS FARGO & COMPANY/MN
13F
CIK 72971 · Bank · Jun 30, 2026
carried, not yet filed for the newest quarter
|
239,142 | ||
| 22 |
HB Wealth Management, LLC
13F
CIK 1911253 · Registered investment adviser · Sep 30, 2026
|
236,320 | ||
| 23 |
BlackRock, Inc.
13F
CIK 2012383 · Holding company · Jun 30, 2026
carried, not yet filed for the newest quarter
|
235,871 | ||
| 24 |
AG Asset Advisory, LLC
13F
CIK 1625008 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
203,300 | ||
| 25 |
HRT FINANCIAL LP
13F
CIK 1475597 · Unknown · Jun 30, 2026
carried, not yet filed for the newest quarter
|
186,489 | ||
| 26 |
Corient Private Wealth LLC
13F
CIK 1948780 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
183,877 | ||
| 27 |
Activest Wealth Management
13F
CIK 1883134 · Registered investment adviser · Sep 30, 2026
|
149,137 | ||
| 28 |
Centric Wealth Management
13F
CIK 1752761 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
131,578 | ||
| 29 |
Hennion & Walsh Asset Management, Inc.
13F
CIK 1861642 · Investment adviser · Sep 30, 2026
|
129,733 | ||
| 30 |
CITADEL ADVISORS LLC
13F
CIK 1423053 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
129,630 | ||
| 31 |
BANK OF AMERICA CORP /DE/
13F
CIK 70858 · Bank · Jun 30, 2026
carried, not yet filed for the newest quarter
|
124,586 | ||
| 32 |
DBA TRADING, LLC
13F
CIK 2067608 · Unknown · Jun 30, 2026
carried, not yet filed for the newest quarter
|
121,998 | ||
| 33 |
MILLENNIUM MANAGEMENT LLC
13F
CIK 1273087 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
104,225 | ||
| 34 |
Adams Asset Advisors, LLC
13F
CIK 1386929 · Registered investment adviser · Sep 30, 2026
|
101,428 | ||
| 35 |
Callodine Capital Management, LP
13F
CIK 1741675 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
101,375 | ||
| 36 |
|
97,936 | ||
| 37 |
Cresset Asset Management, LLC
13F
CIK 1761013 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
95,136 | ||
| 38 |
SlateStone Wealth, LLC
13F
CIK 1764049 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
94,644 | ||
| 39 |
STIFEL FINANCIAL CORP
13F
CIK 720672 · Unknown · Jun 30, 2026
carried, not yet filed for the newest quarter
|
83,186 | ||
| 40 |
Inscription Capital, LLC
13F
CIK 1767868 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
81,132 | ||
| 41 |
Closed-End Fund Advisors, Inc.
13F
CIK 2103520 · Unknown · Jun 30, 2026
carried, not yet filed for the newest quarter
|
78,501 | ||
| 42 |
CONFLUENCE INVESTMENT MANAGEMENT LLC
13F
CIK 1442056 · Registered investment adviser · Sep 30, 2026
|
76,898 | ||
| 43 |
COMMONWEALTH EQUITY SERVICES, LLC
13F
CIK 312272 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
75,193 | ||
| 44 |
ROYAL BANK OF CANADA
13F
CIK 1000275 · Bank · Jun 30, 2026
carried, not yet filed for the newest quarter
|
70,209 | ||
| 45 |
Cerity Partners LLC
13F
CIK 1566475 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
67,820 | ||
| 46 |
BROWN ADVISORY INC
13F
CIK 1345929 · Unknown · Jun 30, 2026
carried, not yet filed for the newest quarter
|
64,595 | ||
| 47 |
Legacy Wealth Advisors, LLC
13F
CIK 2111463 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
59,089 | ||
| 48 |
Accredited Investors Inc.
13F
CIK 1518364 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
50,898 | ||
| 49 |
FT Confluence BDC & Specialty Finance Income ETF
Fund
S000090298 · Registered fund · May 31, 2026
First Trust Exchange-Traded Fund VIII, not summed
|
49,889 | ||
| 50 |
OSAIC HOLDINGS, INC.
13F
CIK 1677044 · Holding company · Jun 30, 2026
carried, not yet filed for the newest quarter
|
44,676 |
Shares are restated onto today's split basis. Change compares each row with the same holder's previous filing in the same source; a dash means there is none to compare. Nested 13D/G, insider and fund rows are not summed, since a 13F report already holds them.
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