Kayne Anderson BDC, Inc. - KBDC
Detailed investor-level table based on 13F positions.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
Details.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Koch, Inc. | History | No change | 10,485,004 | 141,862 | 12.96% | 12.96% | 1 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| STATE OF MICHIGAN RETIREMENT SYSTEM | History | No change | 6,566,762 | 88,848 | 0.39% | 0.39% | 2 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| HF Capital, LLC | History | No change | 2,216,905 | 29,994 | 10.11% | 10.11% | 3 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Pathstone Holdings, LLC | History | No change | 1,063,041 | 14,382 | 0.04% | 0.04% | 4 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Russell Investments Group, Ltd. | History | No change | 796,324 | 10,774 | 0.01% | 0.01% | 5 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| FRANKLIN RESOURCES INC | History | No change | 779,757 | 10,550 | 0.0% | 0.0% | 6 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| UBS Group AG | History | No change | 747,232 | 10,110 | 0.0% | 0.0% | 7 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| VAN ECK ASSOCIATES CORP | History | No change | 669,889 | 9,063 | 0.01% | 0.01% | 8 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Requisite Capital Management, LLC | History | No change | 645,130 | 8,986 | 1.49% | 1.49% | 9 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| MORGAN STANLEY | History | No change | 662,123 | 8,958 | 0.0% | 0.0% | 10 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Columbus Macro, LLC | History | No change | 610,736 | 8,263 | 0.8% | 0.8% | 11 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | No change | 608,963 | 8,239 | 0.0% | 0.0% | 12 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| Cetera Investment Advisers | History | No change | 590,495 | 7,989 | 0.01% | 0.01% | 13 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| KENNEDY CAPITAL MANAGEMENT LLC | History | No change | 384,999 | 5,209 | 0.09% | 0.09% | 14 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Sage Mountain Advisors LLC | History | No change | 353,274 | 4,779 | 0.29% | 0.29% | 15 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| AMERICAN FINANCIAL GROUP INC | History | No change | 283,903 | 3,841 | 1.35% | 1.35% | 16 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| HB Wealth Management, LLC | History | No change | 280,189 | 3,790 | 0.02% | 0.02% | 17 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | No change | 250,829 | 3,393 | 0.0% | 0.0% | 18 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 239,142 | 3,235 | 0.0% | 0.0% | 19 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BlackRock, Inc. | History | No change | 235,871 | 3,191 | 0.0% | 0.0% | 20 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| AG Asset Advisory, LLC | History | No change | 203,300 | 2,750 | 2.22% | 2.22% | 21 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| HRT FINANCIAL LP | History | No change | 186,489 | 2,523 | 0.0% | 0.0% | 22 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Corient Private Wealth LP | History | No change | 183,877 | 2,487 | 0.0% | 0.0% | 23 | 0 | 0.0% | Q2 2026 | Aug 27, 2026 |
| Activest Wealth Management | History | No change | 149,137 | 2,017 | 0.39% | 0.39% | 24 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Centric Wealth Management | History | No change | 131,578 | 1,997 | 0.31% | 0.31% | 25 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| CITADEL ADVISORS LLC | History | No change | 129,630 | 1,753 | 0.0% | 0.0% | 26 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| BANK OF AMERICA CORP /DE/ | History | No change | 124,586 | 1,685 | 0.0% | 0.0% | 27 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| DBA TRADING, LLC | History | No change | 121,998 | 1,673 | 0.84% | 0.84% | 28 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | No change | 104,225 | 1,410 | 0.0% | 0.0% | 29 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Callodine Capital Management, LP | History | No change | 101,375 | 1,371 | 0.09% | 0.09% | 30 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Adams Asset Advisors, LLC | History | No change | 101,163 | 1,368 | 0.16% | 0.16% | 31 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| STATE STREET CORP | History | No change | 97,936 | 1,363 | 0.0% | 0.0% | 32 | 0 | 0.0% | Q2 2026 | Sep 22, 2026 |
| Hennion & Walsh Asset Management, Inc. | History | No change | 99,755 | 1,349 | 0.04% | 0.04% | 33 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| Cresset Asset Management, LLC | History | No change | 95,136 | 1,325 | 0.0% | 0.0% | 34 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SlateStone Wealth, LLC | History | No change | 94,644 | 1,281 | 0.1% | 0.1% | 35 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| STIFEL FINANCIAL CORP | History | No change | 83,186 | 1,125 | 0.0% | 0.0% | 36 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Inscription Capital, LLC | History | No change | 81,132 | 1,097 | 0.1% | 0.1% | 37 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Closed-End Fund Advisors, Inc. | History | No change | 78,501 | 1,062 | 1.04% | 1.04% | 38 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | No change | 75,193 | 1,017 | 0.0% | 0.0% | 39 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| CONFLUENCE INVESTMENT MANAGEMENT LLC | History | Added to | 76,898 | 965 | 0.02% | 0.02% | 40 | +2,077 | 2.78% | Q3 2026 | Oct 01, 2026 |
| ROYAL BANK OF CANADA | History | No change | 70,209 | 950 | 0.0% | 0.0% | 41 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Cerity Partners LLC | History | No change | 67,820 | 917 | 0.0% | 0.0% | 42 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BROWN ADVISORY INC | History | No change | 64,595 | 873 | 0.0% | 0.0% | 43 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Legacy Wealth Advisors, LLC | History | No change | 59,089 | 799 | 0.35% | 0.35% | 44 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Accredited Investors Inc. | History | No change | 50,898 | 688 | 0.03% | 0.03% | 45 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 44,676 | 604 | 0.0% | 0.0% | 46 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Quantinno Capital Management LP | History | No change | 43,836 | 593 | 0.0% | 0.0% | 47 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Kovack Advisors, Inc. | History | No change | 41,922 | 567 | 0.03% | 0.03% | 48 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Belpointe Asset Management LLC | History | No change | 41,610 | 562 | 0.02% | 0.02% | 49 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| UMB Bank, n.a. | History | No change | 37,165 | 502 | 0.01% | 0.01% | 50 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| XTX Topco Ltd | History | No change | 36,857 | 498 | 0.01% | 0.01% | 51 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Dynamic Technology Lab Private Ltd | History | No change | 33,872 | 458 | 0.1% | 0.1% | 52 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | No change | 31,640 | 428 | 0.0% | 0.0% | 53 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Apollon Wealth Management, LLC | History | No change | 31,354 | 424 | 0.01% | 0.01% | 54 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| JANE STREET GROUP, LLC | History | No change | 30,035 | 406 | 0.0% | 0.0% | 55 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| TCTC Holdings, LLC | History | No change | 29,805 | 403 | 0.01% | 0.01% | 56 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| HighTower Advisors, LLC | History | No change | 26,441 | 357 | 0.0% | 0.0% | 57 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| TRUIST FINANCIAL CORP | History | No change | 25,459 | 344 | 0.0% | 0.0% | 58 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| SEI INVESTMENTS CO | History | No change | 24,580 | 332 | 0.0% | 0.0% | 59 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Invesco Ltd. | History | No change | 23,537 | 318 | 0.0% | 0.0% | 60 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Squarepoint Ops LLC | History | No change | 22,705 | 307 | 0.0% | 0.0% | 61 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| EAGLE GLOBAL ADVISORS LLC | History | No change | 21,550 | 291 | 0.01% | 0.01% | 62 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| NewEdge Advisors, LLC | History | No change | 21,067 | 285 | 0.0% | 0.0% | 63 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Platt Wealth Management LLC | History | No change | 20,079 | 271 | 0.22% | 0.22% | 64 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Birchview Capital, LP | History | No change | 20,000 | 270 | 0.13% | 0.13% | 65 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| TT Capital Management LLC | History | No change | 20,000 | 270 | 0.21% | 0.21% | 66 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| WOODLEY FARRA MANION PORTFOLIO MANAGEMENT INC | History | No change | 18,447 | 256 | 0.01% | 0.01% | 67 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Brevan Howard Capital Management LP | History | No change | 17,085 | 231 | 0.0% | 0.0% | 68 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CARY STREET PARTNERS FINANCIAL LLC | History | No change | 16,480 | 222 | 0.0% | 0.0% | 69 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Generali Investments CEE, investicni spolecnost, a.s. | History | No change | 15,835 | 214 | 0.01% | 0.01% | 70 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Advisors Asset Management, Inc. | History | No change | 15,730 | 212 | 0.0% | 0.0% | 71 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | No change | 14,407 | 195 | 0.0% | 0.0% | 72 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Virtu Financial LLC | History | No change | 14,036 | 190 | 0.01% | 0.01% | 73 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Veery Capital, LLC | History | No change | 14,901 | 187 | 0.05% | 0.05% | 74 | 0 | 0.0% | Q3 2026 | Oct 07, 2026 |
| Rockefeller Capital Management L.P. | History | No change | 13,006 | 175 | 0.0% | 0.0% | 75 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Balentine LLC | History | No change | 11,922 | 161 | 0.01% | 0.01% | 76 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Sovereign Financial Group, Inc. | History | No change | 11,555 | 156 | 0.02% | 0.02% | 77 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Windsor Advisory Group, LLC | History | No change | 11,222 | 151 | 0.11% | 0.11% | 78 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Baird Financial Group, Inc. | History | No change | 10,859 | 146 | 0.0% | 0.0% | 79 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Forvis Mazars Wealth Advisors, LLC | History | No change | 10,504 | 142 | 0.0% | 0.0% | 80 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Advisory Services Network, LLC | History | No change | 10,267 | 138 | 0.0% | 0.0% | 81 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| D. E. Shaw & Co., Inc. | History | No change | 10,167 | 137 | 0.0% | 0.0% | 82 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| nVerses Capital, LLC | History | No change | 10,104 | 136 | 0.21% | 0.21% | 83 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| KAVAR CAPITAL PARTNERS GROUP, LLC | History | No change | 10,000 | 135 | 0.02% | 0.02% | 84 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Security National Bank | History | No change | 4,404 | 59 | 0.01% | 0.01% | 85 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Quantbot Technologies LP | History | No change | 3,918 | 53 | 0.0% | 0.0% | 86 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | No change | 2,400 | 32 | 0.0% | 0.0% | 87 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Fourth Dimension Wealth, LLC | History | No change | 1,000 | 13 | 0.0% | 0.0% | 88 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Founders Capital Management | History | No change | 800 | 10 | 0.0% | 0.0% | 89 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Clearstead Advisors, LLC | History | No change | 300 | 4 | 0.0% | 0.0% | 90 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Roxbury Financial LLC | History | No change | 168 | 2 | 0.0% | 0.0% | 91 | 0 | 0.0% | Q3 2026 | Oct 01, 2026 |
| JPMORGAN CHASE & CO | History | No change | 13 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Caitong International Asset Management Co., Ltd | History | No change | 34 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |