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 | Reduced | 12,181,351 | 167,128 | 18.13% | 24.14% | 1 | -1 | 0.0% | Q1 2026 | May 12, 2026 |
| STATE OF MICHIGAN RETIREMENT SYSTEM | History | No change | 6,566,762 | 90,095 | 0.48% | 0.46% | 2 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 5,565,223 | 76,354 | 0.01% | 0.01% | 3 | +143,854 | 2.65% | Q1 2026 | May 15, 2026 |
| HF Capital, LLC | History | Reduced | 2,345,065 | 32,174 | 13.45% | 20.05% | 4 | -2,661 | -0.11% | Q1 2026 | May 07, 2026 |
| Pathstone Holdings, LLC | History | Reduced | 1,118,178 | 15,341 | 0.06% | 0.07% | 5 | -235,161 | -17.38% | Q1 2026 | May 11, 2026 |
| FRANKLIN RESOURCES INC | History | Added to | 752,186 | 10,319 | 0.0% | 0.0% | 6 | +127,548 | 20.42% | Q1 2026 | May 13, 2026 |
| UBS Group AG | History | Added to | 647,488 | 8,883 | 0.0% | 0.0% | 7 | +70,676 | 12.25% | Q1 2026 | May 05, 2026 |
| Requisite Capital Management, LLC | History | Reduced | 605,745 | 8,553 | 1.59% | 1.89% | 8 | -70,714 | -10.45% | Q1 2026 | May 14, 2026 |
| VAN ECK ASSOCIATES CORP | History | Reduced | 598,442 | 8,211 | 0.01% | 0.01% | 9 | -225,861 | -27.4% | Q1 2026 | May 15, 2026 |
| Russell Investments Group, Ltd. | History | Added to | 551,820 | 7,570 | 0.01% | 0.0% | 10 | +357,643 | 184.18% | Q1 2026 | May 08, 2026 |
| MORGAN STANLEY | History | Added to | 458,060 | 6,284 | 0.0% | 0.0% | 11 | +57,604 | 14.38% | Q1 2026 | May 15, 2026 |
| Sage Mountain Advisors LLC | History | Reduced | 418,062 | 5,735 | 0.4% | 0.61% | 12 | -380,054 | -47.62% | Q1 2026 | May 11, 2026 |
| KENNEDY CAPITAL MANAGEMENT LLC | History | New | 391,133 | 5,366 | 0.11% | — | 13 | +391,133 | New | Q1 2026 | May 13, 2026 |
| Corient Private Wealth LLC | History | Reduced | 377,462 | 4,754 | 0.01% | 0.01% | 14 | -28,796 | -7.09% | Q1 2026 | May 15, 2026 |
| Callodine Capital Management, LP | History | Reduced | 291,741 | 4,002 | 0.28% | 0.46% | 15 | -108,259 | -27.06% | Q1 2026 | May 15, 2026 |
| Activest Wealth Management | History | Added to | 246,966 | 3,388 | 0.6% | 0.56% | 16 | +38,570 | 18.51% | Q1 2026 | Apr 15, 2026 |
| BlackRock, Inc. | History | Reduced | 241,535 | 3,313 | 0.0% | 0.0% | 17 | -208,236 | -46.3% | Q1 2026 | May 13, 2026 |
| HB Wealth Management, LLC | History | Added to | 235,341 | 3,228 | 0.02% | 0.02% | 18 | +17,469 | 8.02% | Q1 2026 | Apr 27, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 226,400 | 3,106 | 0.0% | 0.0% | 19 | +28,607 | 14.46% | Q1 2026 | May 11, 2026 |
| AMERICAN FINANCIAL GROUP INC | History | New | 205,903 | 2,824 | 1.05% | — | 20 | +205,903 | New | Q1 2026 | May 13, 2026 |
| AG Asset Advisory, LLC | History | No change | 203,300 | 2,789 | 2.31% | 2.49% | 21 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| JANE STREET GROUP, LLC | History | New | 189,715 | 2,602 | 0.0% | — | 22 | +189,715 | New | Q1 2026 | May 12, 2026 |
| Centric Wealth Management | History | Reduced | 131,578 | 1,997 | 0.4% | 0.41% | 23 | -6,133 | -4.45% | Q1 2026 | May 12, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | Added to | 145,322 | 1,993 | 0.0% | 0.0% | 24 | +73,322 | 101.84% | Q1 2026 | May 14, 2026 |
| HRT FINANCIAL LP | History | New | 122,380 | 1,679 | 0.0% | — | 25 | +122,380 | New | Q1 2026 | May 14, 2026 |
| DBA TRADING, LLC | History | New | 121,998 | 1,673 | 0.83% | — | 26 | +121,998 | New | Q1 2026 | May 08, 2026 |
| Cresset Asset Management, LLC | History | Added to | 95,136 | 1,343 | 0.01% | 0.01% | 27 | +1,594 | 1.7% | Q1 2026 | May 15, 2026 |
| SlateStone Wealth, LLC | History | No change | 94,644 | 1,299 | 0.11% | 0.11% | 28 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| STATE STREET CORP | History | New | 83,110 | 1,173 | 0.0% | — | 29 | +83,110 | New | Q1 2026 | May 15, 2026 |
| Inscription Capital, LLC | History | No change | 81,132 | 1,113 | 0.12% | 0.12% | 30 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| XTX Topco Ltd | History | Reduced | 79,990 | 1,097 | 0.02% | 0.03% | 31 | -10,085 | -11.2% | Q1 2026 | May 15, 2026 |
| CITADEL ADVISORS LLC | History | Added to | 77,749 | 1,066 | 0.0% | 0.0% | 32 | +19,937 | 34.49% | Q1 2026 | May 15, 2026 |
| CONFLUENCE INVESTMENT MANAGEMENT LLC | History | Added to | 74,967 | 1,028 | 0.02% | 0.01% | 33 | +28,557 | 61.53% | Q1 2026 | Apr 01, 2026 |
| Hennion & Walsh Asset Management, Inc. | History | Added to | 68,311 | 937 | 0.03% | 0.02% | 34 | +18,767 | 37.88% | Q1 2026 | May 13, 2026 |
| ROYAL BANK OF CANADA | History | Added to | 67,563 | 927 | 0.0% | 0.0% | 35 | +26,066 | 62.81% | Q1 2026 | May 15, 2026 |
| Cerity Partners LLC | History | Added to | 67,201 | 922 | 0.0% | 0.0% | 36 | +22,098 | 48.99% | Q1 2026 | May 15, 2026 |
| BROWN ADVISORY INC | History | Added to | 61,757 | 847 | 0.0% | 0.0% | 37 | +25,856 | 72.02% | Q1 2026 | May 15, 2026 |
| Legacy Wealth Advisors, LLC | History | No change | 59,089 | 810 | 0.41% | 0.56% | 38 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| SEI INVESTMENTS CO | History | New | 53,182 | 729 | 0.0% | — | 39 | +53,182 | New | Q1 2026 | May 13, 2026 |
| Accredited Investors Inc. | History | No change | 50,898 | 698 | 0.04% | 0.04% | 40 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| STIFEL FINANCIAL CORP | History | Reduced | 46,896 | 643 | 0.0% | 0.0% | 41 | -279 | -0.59% | Q1 2026 | May 12, 2026 |
| Quantinno Capital Management LP | History | No change | 43,836 | 601 | 0.0% | 0.0% | 42 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Belpointe Asset Management LLC | History | Added to | 38,168 | 523 | 0.02% | 0.01% | 43 | +19,988 | 109.94% | Q1 2026 | Apr 28, 2026 |
| Closed-End Fund Advisors, Inc. | History | Reduced | 35,855 | 491 | 0.5% | 0.62% | 44 | -37,347 | -51.02% | Q1 2026 | May 11, 2026 |
| HighTower Advisors, LLC | History | New | 33,272 | 456 | 0.0% | — | 45 | +33,272 | New | Q1 2026 | May 05, 2026 |
| Apollon Wealth Management, LLC | History | No change | 31,354 | 430 | 0.01% | 0.01% | 46 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| TRUIST FINANCIAL CORP | History | Added to | 25,119 | 344 | 0.0% | 0.0% | 47 | +720 | 2.95% | Q1 2026 | Apr 27, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | Reduced | 22,729 | 311 | 0.0% | 0.0% | 48 | -231,700 | -91.07% | Q1 2026 | May 15, 2026 |
| Running Point Capital Advisors, LLC | History | No change | 21,512 | 308 | 0.08% | 0.08% | 49 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Added to | 21,231 | 291 | 0.0% | 0.0% | 50 | +9,750 | 84.92% | Q1 2026 | May 15, 2026 |
| TT Capital Management LLC | History | Reduced | 21,100 | 289 | 0.24% | 0.24% | 51 | -400 | -1.86% | Q1 2026 | May 12, 2026 |
| Adams Asset Advisors, LLC | History | No change | 20,341 | 279 | 0.03% | 0.04% | 52 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| Platt Wealth Management LLC | History | Added to | 20,079 | 275 | 0.27% | 0.17% | 53 | +7,840 | 64.06% | Q1 2026 | May 01, 2026 |
| Birchview Capital, LP | History | No change | 20,000 | 274 | 0.16% | 0.17% | 54 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| WOODLEY FARRA MANION PORTFOLIO MANAGEMENT INC | History | No change | 18,447 | 260 | 0.01% | 0.01% | 55 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Dynamic Technology Lab Private Ltd | History | Reduced | 18,375 | 252 | 0.04% | 0.12% | 56 | -17,283 | -48.47% | Q1 2026 | May 15, 2026 |
| ZACKS INVESTMENT MANAGEMENT | History | No change | 17,950 | 246 | 0.0% | 0.0% | 57 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| CreativeOne Wealth, LLC | History | No change | 17,950 | 246 | 0.01% | 0.01% | 58 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| SGL Investment Advisors, Inc. | History | No change | 15,799 | 230 | 0.09% | 0.09% | 59 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | Reduced | 16,155 | 222 | 0.0% | 0.0% | 60 | -6,911 | -29.96% | Q1 2026 | May 15, 2026 |
| Generali Investments CEE, investicni spolecnost, a.s. | History | No change | 15,835 | 217 | 0.01% | 0.02% | 61 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| SNS Financial Group, LLC | History | No change | 14,947 | 211 | 0.02% | 0.02% | 62 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| Invesco Ltd. | History | Reduced | 15,366 | 210 | 0.0% | 0.0% | 63 | -40,202 | -72.35% | Q1 2026 | May 12, 2026 |
| Catalina Capital Group, LLC | History | No change | 15,373 | 210 | 0.13% | 0.13% | 64 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| MQS Management LLC | History | New | 14,896 | 204 | 0.14% | — | 66 | +14,896 | New | Q1 2026 | Apr 23, 2026 |
| Veery Capital, LLC | History | No change | 14,901 | 204 | 0.06% | 0.07% | 65 | 0 | 0.0% | Q1 2026 | Apr 09, 2026 |
| D. E. Shaw & Co., Inc. | History | New | 14,689 | 201 | 0.0% | — | 67 | +14,689 | New | Q1 2026 | May 15, 2026 |
| CARY STREET PARTNERS FINANCIAL LLC | History | New | 14,480 | 198 | 0.0% | — | 68 | +14,480 | New | Q1 2026 | Apr 29, 2026 |
| Magnus Financial Group LLC | History | New | 13,225 | 181 | 0.01% | — | 69 | +13,225 | New | Q1 2026 | Apr 10, 2026 |
| Rockefeller Capital Management L.P. | History | No change | 13,006 | 178 | 0.0% | 0.0% | 70 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Brevan Howard Capital Management LP | History | New | 12,433 | 170 | 0.0% | — | 71 | +12,433 | New | Q1 2026 | May 15, 2026 |
| Arcus Capital Partners, LLC | History | No change | 12,375 | 169 | 0.06% | 0.06% | 72 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Valeo Financial Advisors, LLC | History | No change | 12,090 | 165 | 0.0% | 0.0% | 73 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| TCTC Holdings, LLC | History | No change | 11,922 | 163 | 0.0% | 0.01% | 74 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Balentine LLC | History | No change | 11,922 | 163 | 0.01% | 0.01% | 75 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| nVerses Capital, LLC | History | New | 11,874 | 162 | 0.15% | — | 76 | +11,874 | New | Q1 2026 | May 13, 2026 |
| BALYASNY ASSET MANAGEMENT L.P. | History | New | 11,353 | 155 | 0.0% | — | 77 | +11,353 | New | Q1 2026 | May 15, 2026 |
| Sovereign Financial Group, Inc. | History | New | 11,320 | 155 | 0.03% | — | 78 | +11,320 | New | Q1 2026 | Apr 17, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Reduced | 10,905 | 149 | 0.0% | 0.0% | 79 | -33,570 | -75.48% | Q1 2026 | May 12, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 10,901 | 149 | 0.0% | 0.0% | 80 | +590 | 5.72% | Q1 2026 | May 15, 2026 |
| Forvis Mazars Wealth Advisors, LLC | History | No change | 10,504 | 144 | 0.0% | 0.0% | 81 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Advisory Services Network, LLC | History | Added to | 10,212 | 140 | 0.0% | 0.0% | 82 | +6 | 0.06% | Q1 2026 | May 15, 2026 |
| Squarepoint Ops LLC | History | Reduced | 10,042 | 137 | 0.0% | 0.0% | 83 | -214,538 | -95.53% | Q1 2026 | May 15, 2026 |
| CITIGROUP INC | History | Reduced | 4,792 | 65 | 0.0% | 0.0% | 84 | -35 | -0.73% | Q1 2026 | May 11, 2026 |
| Security National Bank | History | No change | 4,404 | 60 | 0.01% | 0.01% | 85 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| Aquatic Capital Management LLC | History | Reduced | 3,103 | 42 | 0.0% | 0.01% | 86 | -9,551 | -75.48% | Q1 2026 | May 15, 2026 |
| MAI Capital Management | History | No change | 2,400 | 32 | 0.0% | 0.0% | 87 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| NOMURA ASSET MANAGEMENT CO LTD | History | New | 2,058 | 28 | 0.0% | — | 88 | +2,058 | New | Q1 2026 | May 11, 2026 |
| NewEdge Advisors, LLC | History | No change | 21,067 | 21 | 0.0% | 0.0% | 89 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Founders Capital Management | History | No change | 800 | 10 | 0.0% | 0.01% | 90 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Tower Research Capital LLC (TRC) | History | New | 526 | 7 | 0.0% | — | 91 | +526 | New | Q1 2026 | May 15, 2026 |
| Sound Income Strategies, LLC | History | New | 250 | 3 | 0.0% | — | 92 | +250 | New | Q1 2026 | Apr 27, 2026 |
| EQUITEC PROPRIETARY MARKETS, LLC | History | Closed out | 0 | 0 | — | 1.0% | — | -121,998 | -100.0% | Q1 2026 | May 11, 2026 |
| Verition Fund Management LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -52,173 | -100.0% | Q1 2026 | May 15, 2026 |
| Point72 Asset Management, L.P. | History | Closed out | 0 | 0 | — | 0.0% | — | -44,801 | -100.0% | Q1 2026 | May 15, 2026 |
| Accelerate Investment Advisors LLC | History | Closed out | 0 | 0 | — | 0.42% | — | -43,599 | -100.0% | Q1 2026 | Apr 13, 2026 |
| Quantbot Technologies LP | History | Closed out | 0 | 0 | — | 0.02% | — | -35,507 | -100.0% | Q1 2026 | May 13, 2026 |
| Quadrature Capital Ltd | History | Closed out | 0 | 0 | — | 0.0% | — | -31,976 | -100.0% | Q1 2026 | May 15, 2026 |
| MARSHALL WACE, LLP | History | Closed out | 0 | 0 | — | 0.0% | — | -31,400 | -100.0% | Q1 2026 | May 14, 2026 |
| Virtu Financial LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -23,446 | -100.0% | Q1 2026 | May 14, 2026 |
| VARCOV Co. | History | Closed out | 0 | 0 | — | 0.1% | — | -18,104 | -100.0% | Q1 2026 | May 15, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -14,879 | -100.0% | Q1 2026 | Apr 27, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 13 | 0 | — | 0.0% | — | -9,954 | -99.87% | Q1 2026 | May 13, 2026 |
| AdvisorNet Financial, Inc | History | Closed out | 0 | 0 | — | 0.0% | — | -5,850 | -100.0% | Q1 2026 | Apr 17, 2026 |
| Quarry LP | History | Closed out | 0 | 0 | — | 0.0% | — | -75 | -100.0% | Q1 2026 | May 15, 2026 |
| Caitong International Asset Management Co., Ltd | History | Added to | 27 | 0 | — | — | — | +23 | 575.0% | Q1 2026 | May 11, 2026 |