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 September 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.
Sign in or subscribeOwnership map
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 |
|---|---|---|
| STATE OF MICHIGAN RETIREMENT SYSTEM | 6.6M | 72.7% |
| Columbus Macro, LLC | 647.7K | 7.2% |
| Sage Mountain Advisors LLC | 548.7K | 6.1% |
| HB Wealth Management, LLC | 236.3K | 2.6% |
| Activest Wealth Management | 149.1K | 1.7% |
| Hennion & Walsh Asset Management, Inc. | 129.7K | 1.4% |
| DBA TRADING, LLC | 113.0K | 1.3% |
| Adams Asset Advisors, LLC | 101.4K | 1.1% |
| Inscription Capital, LLC | 81.1K | 0.9% |
| CONFLUENCE INVESTMENT MANAGEMENT LLC | 76.9K | 0.9% |
| Closed-End Fund Advisors, Inc. | 61.1K | 0.7% |
| Accredited Investors Inc. | 50.9K | 0.6% |
| TCTC Holdings, LLC | 29.8K | 0.3% |
| COMMONWEALTH EQUITY SERVICES, LLC | 29.8K | 0.3% |
| Apollon Wealth Management, LLC | 27.9K | 0.3% |
| TT Capital Management LLC | 26.1K | 0.3% |
| TRUIST FINANCIAL CORP | 25.5K | 0.3% |
| Platt Wealth Management LLC | 20.1K | 0.2% |
| WOODLEY FARRA MANION PORTFOLIO MANAGEMENT INC | 18.4K | 0.2% |
| PUREfi Wealth, LLC | 18.4K | 0.2% |
| Generali Investments CEE, investicni spolecnost, a.s. | 15.8K | 0.2% |
| Veery Capital, LLC | 14.9K | 0.2% |
| Y-Intercept (Hong Kong) Ltd | 13.5K | 0.1% |
| Balentine LLC | 11.9K | 0.1% |
| Forvis Mazars Wealth Advisors, LLC | 10.5K | 0.1% |
Largest changes
| Manager | Action | Previous | Current | Change |
|---|---|---|---|---|
| Sage Mountain Advisors LLC | Increased | 353.3K | 548.7K | +195.4K |
| COMMONWEALTH EQUITY SERVICES, LLC | Reduced | 75.2K | 29.8K | -45.4K |
| HB Wealth Management, LLC | Reduced | 280.2K | 236.3K | -43.9K |
| Columbus Macro, LLC | Increased | 610.7K | 647.7K | +37.0K |
| Hennion & Walsh Asset Management, Inc. | Increased | 99.8K | 129.7K | +30.0K |
| EAGLE GLOBAL ADVISORS LLC | Sold Out | 21.6K | 0 | -21.6K |
| PUREfi Wealth, LLC | New | 0 | 18.4K | +18.4K |
| Closed-End Fund Advisors, Inc. | Reduced | 78.5K | 61.1K | -17.4K |
| Y-Intercept (Hong Kong) Ltd | New | 0 | 13.5K | +13.5K |
| DBA TRADING, LLC | Reduced | 122.0K | 113.0K | -9.0K |
| TT Capital Management LLC | Increased | 20.0K | 26.1K | +6.1K |
| Apollon Wealth Management, LLC | Reduced | 31.4K | 27.9K | -3.5K |
| CONFLUENCE INVESTMENT MANAGEMENT LLC | Increased | 74.8K | 76.9K | +2.1K |
| Founders Capital Management | Sold Out | 800 | 0 | -800 |
| Adams Asset Advisors, LLC | Increased | 101.2K | 101.4K | +265 |
| Caitong International Asset Management Co., Ltd | Reduced | 34 | 10 | -24 |
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.