Kayne Anderson BDC KBDC Institutional Ownership

NYSE KBDC

$13.08 -0.11 (-0.83%)

As of: Sep 9, 2026 · 3:59 PM EDT

Institutions by Trading Activity

92 Institutions

Increased 51 55.4%

Unchanged 22 23.9%

Reduced 19 20.7%

Ownership Statistics

13F · as of 30 Jun, 2026

Institutional Ownership

48.35%

▼-6.28 pp QoQ

Shares Held by Institutions

32.08Mn

of 66.35Mn outstanding

▼-12.11% QoQ

Shares Outstanding

66.35Mn

34.27Mn held outside 13F filers

Institutional Investors

filed 13F for Jun 2026

■0 vs prior quarter

Net Shares Added (QoQ)

-4.42Mn

distributed since last quarter

Value of Holdings

$431.45Mn

reported market value

Shares Owned by Institutions

Shares held % of outstanding

Latest —

Average ownership —

Peak ownership —

Shares Purchased/Sold by Institutions

Accumulated Distributed

Latest quarter —

Net over range —

Accumulating quarters —

Ownership Summary

Quarter ending 30 Jun, 2026

Kayne Anderson BDC, Inc. (NYSE:KBDC) has 92 institutional investors that have filed 13F reports for the period ending June 2026.

These investors collectively held 48.3% of Kayne Anderson BDC's outstanding shares in June 2026, down from 54.6% in March 2026.
They decreased total shares held in Kayne Anderson BDC by -12.11% from the prior quarter, while the number of investors in KBDC increased 35.29% year over year.
Activity in KBDC broke down as 51 buyers, 19 sellers, and 22 unchanged among 92 total holders.
In total, institutional investors held 32.08Mn shares in Kayne Anderson BDC as of June 2026, down by 4.42Mn shares quarter on quarter, and up 6.75Mn shares year over year.
As of June 30, 2026, Koch, Inc. held the largest stake in Kayne Anderson BDC with 10.49Mn shares, accounting for 15.8% of total shares outstanding.
Leading buyers of Kayne Anderson BDC shares for the quarter ending June 2026 were Columbus Macro, LLC (610.74K), ENVESTNET ASSET MANAGEMENT INC (608.96K), Cetera Investment Advisers (590.5K), Russell Investments Group, Ltd. (244.5K), Morgan Stanley (204.06K).
Top sellers of KBDC stock for the quarter ending June 2026 included Bank Of America Corp /De/ (5.44Mn), Koch, Inc. (1.7Mn), Callodine Capital Management, LP (190.37K), JANE STREET GROUP, LLC (159.68K), HF Capital, LLC (128.16K).
According to Business Quant data, leading holders of KBDC for June 2026 are Koch, Inc. (10.49Mn), STATE OF MICHIGAN RETIREMENT SYSTEM (6.57Mn), HF Capital, LLC (2.22Mn), Pathstone Holdings, LLC (1.06Mn), Russell Investments Group, Ltd. (796.32K), Franklin Resources Inc (779.76K), UBS Group AG (747.23K), VAN ECK ASSOCIATES CORP (669.89K), Morgan Stanley (662.12K), Requisite Capital Management, LLC (645.13K).

Form 13F Holdings

92 Institutional Holders

Report period 30 Jun, 2026

Total shares held 32.08Mn

Of outstanding 48.35%

#	Institution	CIK	Shares Held	% of Outstanding	Change (QoQ)	Change (%)	Value (USD)
1	Koch, Inc.	0002027344	10,485,004	15.80%	▼1,696,347	-13.93%	$141.86Mn
2	STATE OF MICHIGAN RETIREMENT SYSTEM	0000762152	6,566,762	9.90%	0	0.00%	$88.85Mn
3	HF Capital, LLC	0002063476	2,216,905	3.34%	▼128,160	-5.47%	$29.99Mn
4	Pathstone Holdings, LLC	0002011612	1,063,041	1.60%	▼55,137	-4.93%	$14.38Mn
5	Russell Investments Group, Ltd.	0001692234	796,324	1.20%	▲244,504	+44.31%	$10.77Mn
6	Franklin Resources Inc	0000038777	779,757	1.18%	▲27,571	+3.67%	$10.55Mn
7	UBS Group AG	0001610520	747,232	1.13%	▲99,744	+15.40%	$10.11Mn
8	VAN ECK ASSOCIATES CORP	0000869178	669,889	1.01%	▲71,447	+11.94%	$9.06Mn
9	Morgan Stanley	0000895421	662,123	1.00%	▲204,063	+44.55%	$8.96Mn
10	Requisite Capital Management, LLC	0001730573	645,130	0.97%	▲39,385	+6.50%	$8.99Mn
11	Columbus Macro, LLC	0001727269	610,736	0.92%	▲610,736	0.00%	$8.26Mn
12	ENVESTNET ASSET MANAGEMENT INC	0001407543	608,963	0.92%	▲608,963	0.00%	$8.24Mn
13	Cetera Investment Advisers	0001666741	590,495	0.89%	▲590,495	0.00%	$7.99Mn
14	KENNEDY CAPITAL MANAGEMENT LLC	0000884589	384,999	0.58%	▼6,134	-1.57%	$5.21Mn
15	Corient Private Wealth LP	0001948780	377,859	0.57%	▲397	+0.11%	$5.11Mn
16	Sage Mountain Advisors LLC	0001832274	353,274	0.53%	▼64,788	-15.50%	$4.78Mn
17	American Financial Group Inc	0001042046	283,903	0.43%	▲78,000	+37.88%	$3.84Mn
18	HB Wealth Management, LLC	0001911253	280,189	0.42%	▲44,848	+19.06%	$3.79Mn
19	RENAISSANCE TECHNOLOGIES LLC	0001037389	250,829	0.38%	▲105,507	+72.60%	$3.39Mn
20	Wells Fargo & Company/Mn	0000072971	239,142	0.36%	▲12,742	+5.63%	$3.24Mn

Showing 1 to 20 of 92 holders