KAYNE ANDERSON BDC INC KBDC
$13.59
-0.7% 52w: $12.05 – $14.84
Latest 13F among current holders filed 32 days ago (Jun 3, 2026)
Price — last 12 months
research preview data12.0513.4514.84
Jun 20, 2025 Jul 2, 2026
Institutional holders
93
+6 QoQ
13F value
$504.6M
-5.1% QoQ
Smart-money holders
7
signal tier ≥ 2
New smart buyers
2
Q1 2026
Institutional value by quarter
Number of holders
Who owns KBDC?
Q1 2026 filings| Fund | Type | Shares | Value | % of fund | Change |
|---|---|---|---|---|---|
| Koch, Inc. ★2 | Fundamental diversified | 12.2M | $167.1M | 18.1% | 0.0% |
| STATE OF MICHIGAN RETIREMENT SYSTEM | Other | 6.6M | $90.1M | 0.5% | Held |
| BANK OF AMERICA CORP /DE/ | Bank broker | 5.6M | $76.4M | 0.0% | +2.7% |
| HF Capital, LLC | Wealth advisor | 2.3M | $32.2M | 13.5% | -0.1% |
| Pathstone Holdings, LLC | Diversified mechanical | 1.1M | $15.3M | 0.1% | -17.4% |
| FRANKLIN RESOURCES INC | Long only active | 752.2K | $10.3M | 0.0% | +20.4% |
| UBS Group AG | Bank broker | 647.5K | $8.9M | 0.0% | +12.3% |
| Requisite Capital Management, LLC | Wealth advisor | 605.7K | $8.6M | 1.6% | -10.5% |
| VAN ECK ASSOCIATES CORP | Diversified mechanical | 598.4K | $8.2M | 0.0% | -27.4% |
| Russell Investments Group, Ltd. | Diversified mechanical | 551.8K | $7.6M | 0.0% | +184.2% |
| MORGAN STANLEY | Bank broker | 458.1K | $6.3M | 0.0% | +14.4% |
| Sage Mountain Advisors LLC | Wealth advisor | 418.1K | $5.7M | 0.4% | -47.6% |
| KENNEDY CAPITAL MANAGEMENT LLC | Other | 391.1K | $5.4M | 0.1% | New |
| Corient Private Wealth LLC | Diversified mechanical | 377.5K | $4.8M | 0.0% | -53.5% |
| Callodine Capital Management, LP ★3 | Fundamental concentrated | 291.7K | $4.0M | 0.3% | -27.1% |
| Activest Wealth Management | Wealth advisor | 247.0K | $3.4M | 0.6% | +18.5% |
| BlackRock, Inc. | Index provider | 241.5K | $3.3M | 0.0% | -46.3% |
| HB Wealth Management, LLC | Wealth advisor | 235.3K | $3.2M | 0.0% | +8.0% |
| WELLS FARGO & COMPANY/MN | Bank broker | 226.4K | $3.1M | 0.0% | +14.5% |
| AMERICAN FINANCIAL GROUP INC ★2 | Fundamental diversified | 205.9K | $2.8M | 1.0% | New |
| AG Asset Advisory, LLC | Other | 203.3K | $2.8M | 2.3% | Held |
| JANE STREET GROUP, LLC | Market maker | 189.7K | $2.6M | 0.0% | New |
| Centric Wealth Management | Other | 131.6K | $2.0M | 0.4% | -4.5% |
| RENAISSANCE TECHNOLOGIES LLC | Quant stat arb | 145.3K | $2.0M | 0.0% | +101.8% |
| HRT FINANCIAL LP | Diversified mechanical | 122.4K | $1.7M | 0.0% | New |
| DBA TRADING, LLC ★2 | Fundamental concentrated | 122.0K | $1.7M | 0.8% | New |
| Cresset Asset Management, LLC | Wealth advisor | 95.1K | $1.3M | 0.0% | +1.7% |
| SlateStone Wealth, LLC | Other | 94.6K | $1.3M | 0.1% | Held |
| STATE STREET CORP | Index provider | 83.1K | $1.2M | 0.0% | New |
| Inscription Capital, LLC | Other | 81.1K | $1.1M | 0.1% | Held |
| XTX Topco Ltd | Market maker | 80.0K | $1.1M | 0.0% | -11.2% |
| CITADEL ADVISORS LLC | Multistrat pod | 77.7K | $1.1M | 0.0% | +34.5% |
| CONFLUENCE INVESTMENT MANAGEMENT LLC | Other | 75.0K | $1.0M | 0.0% | +61.5% |
| Hennion & Walsh Asset Management, Inc. | Other | 68.3K | $937K | 0.0% | +37.9% |
| ROYAL BANK OF CANADA | Bank broker | 67.6K | $927K | 0.0% | +62.8% |
| Cerity Partners LLC | Diversified mechanical | 67.2K | $922K | 0.0% | +49.0% |
| BROWN ADVISORY INC | Diversified mechanical | 61.8K | $847K | 0.0% | +72.0% |
| Legacy Wealth Advisors, LLC | Wealth advisor | 59.1K | $811K | 0.4% | Held |
| SEI INVESTMENTS CO | Diversified mechanical | 53.2K | $730K | 0.0% | New |
| Accredited Investors Inc. | Wealth advisor | 50.9K | $698K | 0.0% | Held |
| STIFEL FINANCIAL CORP | Diversified mechanical | 46.9K | $643K | 0.0% | -0.6% |
| Quantinno Capital Management LP | Diversified mechanical | 43.8K | $601K | 0.0% | Held |
| Belpointe Asset Management LLC | Wealth advisor | 38.2K | $524K | 0.0% | +109.9% |
| Closed-End Fund Advisors, Inc. | Other | 35.9K | $492K | 0.5% | -51.0% |
| HighTower Advisors, LLC | Diversified mechanical | 33.3K | $456K | 0.0% | New |
| Apollon Wealth Management, LLC | Diversified mechanical | 31.4K | $430K | 0.0% | Held |
| TRUIST FINANCIAL CORP | Diversified mechanical | 25.1K | $345K | 0.0% | +3.0% |
| MILLENNIUM MANAGEMENT LLC | Multistrat pod | 22.7K | $312K | 0.0% | -91.1% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Market maker | 21.2K | $291K | 0.0% | +84.9% |
| TT Capital Management LLC | Other | 21.1K | $289K | 0.2% | -1.9% |
Exits are not a bearish signal: our backtest shows stocks specialists exit keep outperforming for 3+ quarters — selling usually means profit-taking, not a forecast.