KBDC Kayne Anderson BDC, Inc.
Kayne Anderson BDC, Inc. (KBDC) Institutional Ownership
What the institutions did with KBDC last quarter, from their 13F filings. Counting managers rather than shares is the point: a single index fund adding to a position tells you far less than four hundred separate managers all deciding to. Positions as reported for the quarter ended June 30, 2026.
Every manager below opens. Subscribers can see any firm's whole portfolio — every position, its weight, and what they bought, trimmed and exited last quarter.
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Each block is one manager, sized by shares held and colored by how much they moved the position last quarter. Green added, red cut, grey stood pat.
Largest holders
| Manager | Shares | % of reported |
|---|---|---|
| Koch, Inc. | 10.5M | 32.8% |
| STATE OF MICHIGAN RETIREMENT SYSTEM | 6.6M | 20.5% |
| HF Capital, LLC | 2.2M | 6.9% |
| Pathstone Holdings, LLC | 1.1M | 3.3% |
| Russell Investments Group, Ltd. | 796.3K | 2.5% |
| FRANKLIN RESOURCES INC | 779.8K | 2.4% |
| UBS Group AG | 747.2K | 2.3% |
| VAN ECK ASSOCIATES CORP | 669.9K | 2.1% |
| MORGAN STANLEY | 662.1K | 2.1% |
| Requisite Capital Management, LLC | 645.1K | 2.0% |
| Columbus Macro, LLC | 610.7K | 1.9% |
| ENVESTNET ASSET MANAGEMENT INC | 609.0K | 1.9% |
| Cetera Investment Advisers | 590.5K | 1.8% |
| KENNEDY CAPITAL MANAGEMENT LLC | 385.0K | 1.2% |
| Sage Mountain Advisors LLC | 353.3K | 1.1% |
| AMERICAN FINANCIAL GROUP INC | 283.9K | 0.9% |
| HB Wealth Management, LLC | 280.2K | 0.9% |
| RENAISSANCE TECHNOLOGIES LLC | 250.8K | 0.8% |
| WELLS FARGO & COMPANY/MN | 239.1K | 0.7% |
| BlackRock, Inc. | 235.9K | 0.7% |
| AG Asset Advisory, LLC | 203.3K | 0.6% |
| HRT FINANCIAL LP | 186.5K | 0.6% |
| Corient Private Wealth LP | 183.9K | 0.6% |
| Activest Wealth Management | 149.1K | 0.5% |
| Centric Wealth Management | 131.6K | 0.4% |
Largest changes
| Manager | Action | Previous | Current | Change |
|---|---|---|---|---|
| BANK OF AMERICA CORP /DE/ | Reduced | 5.6M | 124.6K | -5.4M |
| Koch, Inc. | Reduced | 12.2M | 10.5M | -1.7M |
| Columbus Macro, LLC | New | 0 | 610.7K | +610.7K |
| ENVESTNET ASSET MANAGEMENT INC | New | 0 | 609.0K | +609.0K |
| Cetera Investment Advisers | New | 0 | 590.5K | +590.5K |
| Russell Investments Group, Ltd. | Increased | 551.8K | 796.3K | +244.5K |
| MORGAN STANLEY | Increased | 458.1K | 662.1K | +204.1K |
| Corient Private Wealth LP | Reduced | 377.5K | 183.9K | -193.6K |
| Callodine Capital Management, LP | Reduced | 291.7K | 101.4K | -190.4K |
| JANE STREET GROUP, LLC | Reduced | 189.7K | 30.0K | -159.7K |
| HF Capital, LLC | Reduced | 2.3M | 2.2M | -128.2K |
| RENAISSANCE TECHNOLOGIES LLC | Increased | 145.3K | 250.8K | +105.5K |
| UBS Group AG | Increased | 647.5K | 747.2K | +99.7K |
| Activest Wealth Management | Reduced | 247.0K | 149.1K | -97.8K |
| MILLENNIUM MANAGEMENT LLC | Increased | 22.7K | 104.2K | +81.5K |
| Adams Asset Advisors, LLC | Increased | 20.3K | 101.2K | +80.8K |
| AMERICAN FINANCIAL GROUP INC | Increased | 205.9K | 283.9K | +78.0K |
| COMMONWEALTH EQUITY SERVICES, LLC | New | 0 | 75.2K | +75.2K |
| VAN ECK ASSOCIATES CORP | Increased | 598.4K | 669.9K | +71.4K |
| Sage Mountain Advisors LLC | Reduced | 418.1K | 353.3K | -64.8K |
| HRT FINANCIAL LP | Increased | 122.4K | 186.5K | +64.1K |
| Pathstone Holdings, LLC | Reduced | 1.1M | 1.1M | -55.1K |
| CITADEL ADVISORS LLC | Increased | 77.7K | 129.6K | +51.9K |
| HB Wealth Management, LLC | Increased | 235.3K | 280.2K | +44.8K |
| XTX Topco Ltd | Reduced | 80.0K | 36.9K | -43.1K |
| Closed-End Fund Advisors, Inc. | Increased | 35.9K | 78.5K | +42.6K |
| Kovack Advisors, Inc. | New | 0 | 41.9K | +41.9K |
| Requisite Capital Management, LLC | Increased | 605.7K | 645.1K | +39.4K |
| UMB Bank, n.a. | New | 0 | 37.2K | +37.2K |
| STIFEL FINANCIAL CORP | Increased | 46.9K | 83.2K | +36.3K |
| OSAIC HOLDINGS, INC. | Increased | 10.9K | 44.7K | +33.8K |
| RAYMOND JAMES FINANCIAL INC | New | 0 | 31.6K | +31.6K |
| Hennion & Walsh Asset Management, Inc. | Increased | 68.3K | 99.8K | +31.4K |
| SEI INVESTMENTS CO | Reduced | 53.2K | 24.6K | -28.6K |
| FRANKLIN RESOURCES INC | Increased | 752.2K | 779.8K | +27.6K |
| EAGLE GLOBAL ADVISORS LLC | New | 0 | 21.6K | +21.6K |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Sold Out | 21.2K | 0 | -21.2K |
| ZACKS INVESTMENT MANAGEMENT | Sold Out | 18.0K | 0 | -18.0K |
| CreativeOne Wealth, LLC | Sold Out | 18.0K | 0 | -18.0K |
| TCTC Holdings, LLC | Increased | 11.9K | 29.8K | +17.9K |
| SGL Investment Advisors, Inc. | Sold Out | 15.8K | 0 | -15.8K |
| Advisors Asset Management, Inc. | New | 0 | 15.7K | +15.7K |
| Dynamic Technology Lab Private Ltd | Increased | 18.4K | 33.9K | +15.5K |
| SNS Financial Group, LLC | Sold Out | 14.9K | 0 | -14.9K |
| MQS Management LLC | Sold Out | 14.9K | 0 | -14.9K |
| STATE STREET CORP | Increased | 83.1K | 97.9K | +14.8K |
| Virtu Financial LLC | New | 0 | 14.0K | +14.0K |
| Magnus Financial Group LLC | Sold Out | 13.2K | 0 | -13.2K |
| WELLS FARGO & COMPANY/MN | Increased | 226.4K | 239.1K | +12.7K |
| Squarepoint Ops LLC | Increased | 10.0K | 22.7K | +12.7K |
| Arcus Capital Partners, LLC | Sold Out | 12.4K | 0 | -12.4K |
| Valeo Financial Advisors, LLC | Sold Out | 12.1K | 0 | -12.1K |
| Balyasny Asset Management L.P. | Sold Out | 11.4K | 0 | -11.4K |
| Windsor Advisory Group, LLC | New | 0 | 11.2K | +11.2K |
| Baird Financial Group, Inc. | New | 0 | 10.9K | +10.9K |
| KAVAR CAPITAL PARTNERS GROUP, LLC | New | 0 | 10.0K | +10.0K |
| BNP PARIBAS FINANCIAL MARKETS | Reduced | 10.9K | 2.4K | -8.5K |
| Invesco Ltd. | Increased | 15.4K | 23.5K | +8.2K |
| HighTower Advisors, LLC | Reduced | 33.3K | 26.4K | -6.8K |
| KENNEDY CAPITAL MANAGEMENT LLC | Reduced | 391.1K | 385.0K | -6.1K |
13F filings are due 45 days after quarter end and cover long positions in U.S.-listed equities only, so this is a lagged and partial picture: shorts, bonds and foreign listings never appear. Options positions are excluded here rather than folded into the share counts. Political ownership is coming.