KBDCKAYNE ANDERSON BDC INC
CUSIP 48662X105 · Yahoo Finance ↗ · Google Finance ↗
Kayne Anderson Bdc Inc (KBDC) has 6 institutional holders in Filings Flow’s 13F database, together reporting 36.62M shares worth $492M as of Q1 2026. The largest reported holders are Koch, Inc., State Of Michigan Retirement System, and Bank Of America Corp /De/.
Institutional Holders
6
Q1 2026
Reported Value
$6M
Ticker
KBDC
Quarters Tracked
3
Ownership Trend
Institutional holders
Total reported value
Holders
Mixed quarters
| Manager | % of Portfolio | Value | Shares | Quarter |
|---|---|---|---|---|
| Koch, Inc.$922M AUM | 18.13% | $167M | 12.18M | Q1 2026OLDER |
| HF Capital, LLC$239M AUM | 13.45% | $32M | 2.35M | Q1 2026OLDER |
| AG Asset Advisory, LLC$121M AUM | 2.31% | $3M | 203.3K | Q1 2026OLDER |
| Requisite Capital Management, LLC$537M AUM | 1.59% | $9M | 605.7K | Q1 2026OLDER |
| AMERICAN FINANCIAL GROUP INC$270M AUM | 1.05% | $3M | 205.9K | Q1 2026OLDER |
| EQUITEC PROPRIETARY MARKETS, LLC$187M AUM | 1.00% | $2M | 122.0K | Q4 2025OLDER |
| DBA TRADING, LLC$201M AUM | 0.83% | $2M | 122.0K | Q1 2026OLDER |
| Activest Wealth Management$569M AUM | 0.60% | $3M | 247.0K | Q1 2026OLDER |
| Keebeck Wealth Management$889M AUM | 0.56% | $5M | 342.8K | Q3 2025OLDER |
| STATE OF MICHIGAN RETIREMENT SYSTEM$18.9B AUM | 0.48% | $90M | 6.57M | Q1 2026OLDER |
| Accelerate Investment Advisors LLC$150M AUM | 0.42% | $624,344 | 43.6K | Q4 2025OLDER |
| Legacy Wealth Advisors, LLC$196M AUM | 0.41% | $810,702 | 59.1K | Q1 2026OLDER |
| Sage Mountain Advisors LLC$1.4B AUM | 0.40% | $6M | 418.1K | Q1 2026OLDER |
| Centric Wealth Management$501M AUM | 0.40% | $2M | 131.6K | Q1 2026OLDER |
| Callodine Capital Management, LP$1.4B AUM | 0.28% | $4M | 291.7K | Q1 2026OLDER |
| TT Capital Management LLC$121M AUM | 0.24% | $289,492 | 21.1K | Q1 2026OLDER |
| Merit Financial Group, LLC$13.5B AUM | 0.21% | $23M | 1.74M | Q3 2025OLDER |
| Promus Capital, LLC$157M AUM | 0.21% | $331,415 | 24.9K | Q3 2025OLDER |
| RIVERNORTH CAPITAL MANAGEMENT, LLC$2.0B AUM | 0.21% | $4M | 273.6K | Q3 2025OLDER |
| Birchview Capital, LP$176M AUM | 0.16% | $274,400 | 20.0K | Q1 2026OLDER |
| nVerses Capital, LLC$110M AUM | 0.15% | $162,911 | 11.9K | Q1 2026OLDER |
| MQS Management LLC$148M AUM | 0.14% | $204,373 | 14.9K | Q1 2026OLDER |
| Catalina Capital Group, LLC$168M AUM | 0.13% | $210,918 | 15.4K | Q1 2026OLDER |
| Inscription Capital, LLC$951M AUM | 0.12% | $1M | 81.1K | Q1 2026OLDER |
| KENNEDY CAPITAL MANAGEMENT LLC$4.7B AUM | 0.11% | $5M | 391.1K | Q1 2026OLDER |
| VARCOV Co.$268M AUM | 0.10% | $259,249 | 18.1K | Q4 2025OLDER |
| SGL Investment Advisors, Inc.$266M AUM | 0.09% | $230,665 | 15.8K | Q1 2026OLDER |
| Running Point Capital Advisors, LLC$367M AUM | 0.08% | $308,058 | 21.5K | Q4 2025OLDER |
| Pathstone Holdings, LLC$25.1B AUM | 0.06% | $15M | 1.12M | Q1 2026OLDER |
| Arcus Capital Partners, LLC$278M AUM | 0.06% | $169,785 | 12.4K | Q1 2026OLDER |
| Veery Capital, LLC$372M AUM | 0.05% | $201,611 | 14.9K | Q2 2026 |
| Zuckerman Investment Group, LLC$1.1B AUM | 0.04% | $466,200 | 35.0K | Q3 2025OLDER |
| Dynamic Technology Lab Private Ltd$615M AUM | 0.04% | $252,105 | 18.4K | Q1 2026OLDER |
| Hennion & Walsh Asset Management, Inc.$3.5B AUM | 0.04% | $1M | 99.8K | Q2 2026 |
| Accredited Investors Inc.$1.9B AUM | 0.04% | $698,321 | 50.9K | Q1 2026OLDER |
| Adams Asset Advisors, LLC$891M AUM | 0.03% | $279,079 | 20.3K | Q1 2026OLDER |
| Sovereign Financial Group, Inc.$576M AUM | 0.03% | $155,307 | 11.3K | Q1 2026OLDER |
| HB Wealth Management, LLC$15.5B AUM | 0.02% | $3M | 235.3K | Q1 2026OLDER |
| BIP Wealth, LLC$2.5B AUM | 0.02% | $405,248 | 30.4K | Q3 2025OLDER |
| Belpointe Asset Management LLC$2.7B AUM | 0.02% | $523,665 | 38.2K | Q1 2026OLDER |
| XTX Topco Ltd$5.8B AUM | 0.02% | $1M | 80.0K | Q1 2026OLDER |
| SNS Financial Group, LLC$1.2B AUM | 0.02% | $211,052 | 14.9K | Q1 2026OLDER |
| Quantbot Technologies LP$2.4B AUM | 0.02% | $508,460 | 35.5K | Q4 2025OLDER |
| CONFLUENCE INVESTMENT MANAGEMENT LLC$6.4B AUM | 0.02% | $1M | 74.8K | Q2 2026 |
| Magnus Financial Group LLC$1.4B AUM | 0.01% | $181,447 | 13.2K | Q1 2026OLDER |
| WOODLEY FARRA MANION PORTFOLIO MANAGEMENT INC$2.1B AUM | 0.01% | $260,472 | 18.4K | Q1 2026OLDER |
| Generali Investments CEE, investicni spolecnost, a.s.$1.9B AUM | 0.01% | $217,256 | 15.8K | Q1 2026OLDER |
| Security National Bank$687M AUM | 0.01% | $60,423 | 4.4K | Q1 2026OLDER |
| Voleon Capital Management LP$4.6B AUM | 0.01% | $344,708 | 25.9K | Q3 2025OLDER |
| Russell Investments Group, Ltd.$93.1B AUM | 0.01% | $8M | 551.8K | Q1 2026OLDER |
| Apollon Wealth Management, LLC$6.2B AUM | 0.01% | $430,177 | 31.4K | Q1 2026OLDER |
| EAGLE GLOBAL ADVISORS LLC$2.8B AUM | 0.01% | $178,222 | 13.4K | Q3 2025OLDER |
| Corient Private Wealth LLC$69.9B AUM | 0.01% | $5M | 377.5K | Q1 2026OLDER |
| Balentine LLC$2.5B AUM | 0.01% | $163,570 | 11.9K | Q1 2026OLDER |
| VAN ECK ASSOCIATES CORP$133M AUM | 0.01% | $8,211 | 598.4K | Q1 2026OLDER |
| Cresset Asset Management, LLC$23.1B AUM | 0.01% | $1M | 95.1K | Q1 2026OLDER |
| CreativeOne Wealth, LLC$4.3B AUM | 0.01% | $246,274 | 17.9K | Q1 2026OLDER |
| BANK OF AMERICA CORP /DE/$1.37T AUM | 0.01% | $76M | 5.57M | Q1 2026OLDER |
| Magnetar Financial LLC$9.8B AUM | 0.01% | $884,621 | 66.4K | Q3 2025OLDER |
| Founders Capital Management$205M AUM | 0.01% | $10,976 | 800 | Q1 2026OLDER |
| Marex Group Ltd$15.8B AUM | 0.01% | $747,225 | 56.1K | Q3 2025OLDER |
| CARY STREET PARTNERS FINANCIAL LLC$4.0B AUM | 0.00% | $198,666 | 14.5K | Q1 2026OLDER |
| Quadrature Capital Ltd$8.4B AUM | 0.00% | $457,896 | 32.0K | Q4 2025OLDER |
| TCTC Holdings, LLC$3.5B AUM | 0.00% | $163,570 | 11.9K | Q1 2026OLDER |
| AdvisorNet Financial, Inc$1.9B AUM | 0.00% | $83,772 | 5.8K | Q4 2025OLDER |
| EVOKE WEALTH, LLC$5.6B AUM | 0.00% | $208,283 | 15.2K | Q3 2025OLDER |
| Valeo Financial Advisors, LLC$4.7B AUM | 0.00% | $165,875 | 12.1K | Q1 2026OLDER |
| RENAISSANCE TECHNOLOGIES LLC$63.9B AUM | 0.00% | $2M | 145.3K | Q1 2026OLDER |
| Verition Fund Management LLC$15.4B AUM | 0.00% | $747,117 | 52.2K | Q4 2025OLDER |
| Forvis Mazars Wealth Advisors, LLC$5.3B AUM | 0.00% | $144,115 | 10.5K | Q1 2026OLDER |
| FRANKLIN RESOURCES INC$408.3B AUM | 0.00% | $10M | 752.2K | Q1 2026OLDER |
| ZACKS INVESTMENT MANAGEMENT$12.5B AUM | 0.00% | $246,274 | 17.9K | Q1 2026OLDER |
| Advisory Services Network, LLC$7.5B AUM | 0.00% | $140,109 | 10.2K | Q1 2026OLDER |
| Roxbury Financial LLC$126M AUM | 0.00% | $2,273 | 168 | Q2 2026 |
| Centiva Capital, LP$13.6B AUM | 0.00% | $172,201 | 12.9K | Q3 2025OLDER |
| Brevan Howard Capital Management LP$11.3B AUM | 0.00% | $170,581 | 12.4K | Q1 2026OLDER |
| BROWN ADVISORY INC$60.9B AUM | 0.00% | $847,306 | 61.8K | Q1 2026OLDER |
| UBS Group AG$666.3B AUM | 0.00% | $9M | 647.5K | Q1 2026OLDER |
| Cerity Partners LLC$70.8B AUM | 0.00% | $922,003 | 67.2K | Q1 2026OLDER |
| Aquatic Capital Management LLC$3.5B AUM | 0.00% | $42,573 | 3.1K | Q1 2026OLDER |
| NewEdge Advisors, LLC$27.7B AUM | 0.00% | $289,039 | 21.1K | Q2 2026 |
| Quantinno Capital Management LP$59.9B AUM | 0.00% | $601,430 | 43.8K | Q1 2026OLDER |
| Cubist Systematic Strategies, LLC$21.0B AUM | 0.00% | $173,693 | 13.0K | Q3 2025OLDER |
| Point72 Asset Management, L.P.$78.1B AUM | 0.00% | $641,550 | 44.8K | Q4 2025OLDER |
| SEI INVESTMENTS CO$108.4B AUM | 0.00% | $729,658 | 53.2K | Q1 2026OLDER |
| STIFEL FINANCIAL CORP$108.8B AUM | 0.00% | $643,413 | 46.9K | Q1 2026OLDER |
| WELLS FARGO & COMPANY/MN$530.3B AUM | 0.00% | $3M | 226.4K | Q2 2026 |
| HighTower Advisors, LLC$94.2B AUM | 0.00% | $456,492 | 33.3K | Q1 2026OLDER |
| TRUIST FINANCIAL CORP$74.2B AUM | 0.00% | $344,633 | 25.1K | Q1 2026OLDER |
| Moisand Fitzgerald Tamayo, LLC$931M AUM | 0.00% | $3,903 | 293 | Q3 2025OLDER |
| MARSHALL WACE, LLP$100.4B AUM | 0.00% | $449,648 | 31.4K | Q4 2025OLDER |
| MORGAN STANLEY$1.67T AUM | 0.00% | $6M | 400.5K | Q1 2026OLDER |
| JANE STREET GROUP, LLC$777.2B AUM | 0.00% | $3M | 189.7K | Q1 2026OLDER |
| Rockefeller Capital Management L.P.$56.4B AUM | 0.00% | $178,442 | 13.0K | Q1 2026OLDER |
| Neuberger Berman Group LLC$131.4B AUM | 0.00% | $399,600 | 30.0K | Q3 2025OLDER |
| COMMONWEALTH EQUITY SERVICES, LLC$71.6B AUM | 0.00% | $213,070 | 14.9K | Q4 2025OLDER |
| OSAIC HOLDINGS, INC.$68.3B AUM | 0.00% | $149,561 | 10.9K | Q1 2026OLDER |
| BALYASNY ASSET MANAGEMENT L.P.$77.1B AUM | 0.00% | $155,763 | 11.4K | Q1 2026OLDER |
| CIBC Private Wealth Group LLC$59.2B AUM | 0.00% | $111,169 | 8.3K | Q3 2025OLDER |
| Tower Research Capital LLC (TRC)$3.8B AUM | 0.00% | $7,217 | 526 | Q1 2026OLDER |
| MAI Capital Management$17.7B AUM | 0.00% | $32,928 | 2.4K | Q1 2026OLDER |
| CITADEL ADVISORS LLC$618.5B AUM | 0.00% | $1M | 77.7K | Q1 2026OLDER |
| Quarry LP$558M AUM | 0.00% | $1,074 | 75 | Q4 2025OLDER |
| Sound Income Strategies, LLC$2.1B AUM | 0.00% | $3,433 | 250 | Q1 2026OLDER |
| ROYAL BANK OF CANADA$570.1B AUM | 0.00% | $927,000 | 67.6K | Q1 2026OLDER |
| Squarepoint Ops LLC$85.1B AUM | 0.00% | $137,776 | 10.0K | Q1 2026OLDER |
| MILLENNIUM MANAGEMENT LLC$240.3B AUM | 0.00% | $311,842 | 22.7K | Q1 2026OLDER |
| D. E. Shaw & Co., Inc.$166.3B AUM | 0.00% | $201,533 | 14.7K | Q1 2026OLDER |
| NOMURA ASSET MANAGEMENT CO LTD$38.8B AUM | 0.00% | $28,236 | 2.1K | Q1 2026OLDER |
| BNP PARIBAS FINANCIAL MARKETS$205.8B AUM | 0.00% | $149,617 | 10.9K | Q1 2026OLDER |
| Caitong International Asset Management Co., Ltd$541M AUM | 0.00% | $370 | 27 | Q1 2026OLDER |
| BlackRock, Inc.$5.72T AUM | 0.00% | $3M | 241.5K | Q1 2026OLDER |
| Point72 (DIFC) Ltd$1.5B AUM | 0.00% | $706 | 53 | Q3 2025OLDER |
| STATE STREET CORP$2.90T AUM | 0.00% | $1M | 83.1K | Q1 2026OLDER |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP$893.3B AUM | 0.00% | $291,289 | 21.2K | Q1 2026OLDER |
| Invesco Ltd.$653.3B AUM | 0.00% | $210,822 | 15.4K | Q1 2026OLDER |
| Point72 Europe (London) LLP$2.0B AUM | 0.00% | $626 | 47 | Q3 2025OLDER |
| CITIGROUP INC$234.5B AUM | 0.00% | $65,746 | 4.8K | Q1 2026OLDER |
| PRICE T ROWE ASSOCIATES INC /MD/$865M AUM | 0.00% | $222 | 16.2K | Q1 2026OLDER |
| JPMORGAN CHASE & CO$1.56T AUM | 0.00% | $179 | 13 | Q1 2026OLDER |
Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.