Kayne Anderson BDC, Inc. - KBDC
Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 1 institutional holders reported so far. The full shareholder list will grow as more funds file with the SEC.
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 | 12,181,352 | 174,436 | 24.14% | 21.44% | 1 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| STATE OF MICHIGAN RETIREMENT SYSTEM | History | New | 6,566,762 | 94,036 | 0.46% | — | 2 | +6,566,762 | New | Q4 2025 | Jan 29, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 5,421,369 | 77,634 | 0.01% | 0.0% | 3 | +210,245 | 4.03% | Q4 2025 | Feb 17, 2026 |
| HF Capital, LLC | History | New | 2,347,726 | 33,619 | 20.05% | — | 4 | +2,347,726 | New | Q4 2025 | Feb 17, 2026 |
| Pathstone Holdings, LLC | History | New | 1,353,339 | 19,406 | 0.07% | — | 5 | +1,353,339 | New | Q4 2025 | Feb 13, 2026 |
| VAN ECK ASSOCIATES CORP | History | New | 824,303 | 11,804 | 0.01% | — | 6 | +824,303 | New | Q4 2025 | Feb 13, 2026 |
| Sage Mountain Advisors LLC | History | Reduced | 798,116 | 11,429 | 0.61% | 0.81% | 7 | -260,371 | -24.6% | Q4 2025 | Jan 23, 2026 |
| Requisite Capital Management, LLC | History | Reduced | 676,459 | 9,957 | 1.89% | 1.74% | 8 | -80,496 | -10.63% | Q4 2025 | Feb 05, 2026 |
| FRANKLIN RESOURCES INC | History | Added to | 624,638 | 8,944 | 0.0% | 0.0% | 9 | +316,418 | 102.66% | Q4 2025 | Feb 11, 2026 |
| UBS Group AG | History | Added to | 576,812 | 8,259 | 0.0% | 0.0% | 10 | +418,789 | 265.02% | Q4 2025 | Jan 29, 2026 |
| BlackRock, Inc. | History | Reduced | 449,771 | 6,440 | 0.0% | 0.0% | 11 | -4,062 | -0.9% | Q4 2025 | Feb 12, 2026 |
| Corient Private Wealth LLC | History | Reduced | 406,258 | 5,894 | 0.01% | 0.01% | 12 | -121,507 | -23.02% | Q4 2025 | Mar 09, 2026 |
| MORGAN STANLEY | History | Added to | 400,456 | 5,734 | 0.0% | 0.0% | 13 | +186,096 | 86.81% | Q4 2025 | Feb 13, 2026 |
| Callodine Capital Management, LP | History | No change | 400,000 | 5,728 | 0.46% | 0.47% | 14 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | Added to | 254,429 | 3,643 | 0.0% | 0.0% | 15 | +171,354 | 206.26% | Q4 2025 | Feb 17, 2026 |
| Squarepoint Ops LLC | History | New | 224,580 | 3,215 | 0.0% | — | 16 | +224,580 | New | Q4 2025 | Feb 13, 2026 |
| HB Wealth Management, LLC | History | Reduced | 217,872 | 3,119 | 0.02% | 0.02% | 17 | -2,418 | -1.1% | Q4 2025 | Jan 28, 2026 |
| Activest Wealth Management | History | New | 208,396 | 2,984 | 0.56% | — | 18 | +208,396 | New | Q4 2025 | Jan 30, 2026 |
| AG Asset Advisory, LLC | History | No change | 203,300 | 2,911 | 2.49% | 2.25% | 19 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 197,793 | 2,832 | 0.0% | 0.0% | 20 | +118,255 | 148.68% | Q4 2025 | Feb 13, 2026 |
| Russell Investments Group, Ltd. | History | New | 194,177 | 2,780 | 0.0% | — | 21 | +194,177 | New | Q4 2025 | Feb 17, 2026 |
| Centric Wealth Management | History | Reduced | 137,711 | 1,930 | 0.41% | 0.46% | 22 | -5,658 | -3.95% | Q4 2025 | Feb 04, 2026 |
| EQUITEC PROPRIETARY MARKETS, LLC | History | No change | 121,998 | 1,747 | 1.0% | 0.37% | 23 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Cresset Asset Management, LLC | History | No change | 93,542 | 1,376 | 0.01% | 0.01% | 24 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| SlateStone Wealth, LLC | History | Reduced | 94,644 | 1,355 | 0.11% | 0.17% | 25 | -55,329 | -36.89% | Q4 2025 | Feb 11, 2026 |
| XTX Topco Ltd | History | New | 90,075 | 1,289 | 0.03% | — | 26 | +90,075 | New | Q4 2025 | Feb 17, 2026 |
| Inscription Capital, LLC | History | No change | 81,132 | 1,161 | 0.12% | 0.12% | 27 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Closed-End Fund Advisors, Inc. | History | New | 73,202 | 1,048 | 0.62% | — | 28 | +73,202 | New | Q4 2025 | Feb 11, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | Reduced | 72,000 | 1,031 | 0.0% | 0.0% | 29 | -86,559 | -54.59% | Q4 2025 | Feb 12, 2026 |
| Legacy Wealth Advisors, LLC | History | New | 59,089 | 846 | 0.56% | — | 30 | +59,089 | New | Q4 2025 | Feb 17, 2026 |
| CITADEL ADVISORS LLC | History | New | 57,812 | 827 | 0.0% | — | 31 | +57,812 | New | Q4 2025 | Feb 17, 2026 |
| Invesco Ltd. | History | Reduced | 55,568 | 795 | 0.0% | 0.0% | 32 | -80 | -0.14% | Q4 2025 | Feb 19, 2026 |
| Verition Fund Management LLC | History | New | 52,173 | 747 | 0.0% | — | 33 | +52,173 | New | Q4 2025 | Feb 13, 2026 |
| Accredited Investors Inc. | History | No change | 50,898 | 728 | 0.04% | 0.04% | 34 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| Hennion & Walsh Asset Management, Inc. | History | Added to | 49,544 | 709 | 0.02% | 0.02% | 35 | +9,063 | 22.39% | Q4 2025 | Jan 14, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 47,175 | 675 | 0.0% | 0.0% | 36 | +32,425 | 219.83% | Q4 2025 | Feb 13, 2026 |
| CONFLUENCE INVESTMENT MANAGEMENT LLC | History | Reduced | 46,410 | 664 | 0.01% | 0.01% | 37 | -3,445 | -6.91% | Q4 2025 | Jan 05, 2026 |
| Cerity Partners LLC | History | Reduced | 45,103 | 645 | 0.0% | 0.0% | 38 | -21,298 | -32.07% | Q4 2025 | Feb 11, 2026 |
| Point72 Asset Management, L.P. | History | New | 44,801 | 641 | 0.0% | — | 39 | +44,801 | New | Q4 2025 | Feb 17, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Added to | 44,475 | 636 | 0.0% | 0.0% | 40 | +27,210 | 157.6% | Q4 2025 | Feb 10, 2026 |
| Quantinno Capital Management LP | History | New | 43,836 | 627 | 0.0% | — | 41 | +43,836 | New | Q4 2025 | Feb 17, 2026 |
| Accelerate Investment Advisors LLC | History | Reduced | 43,599 | 624 | 0.42% | 0.47% | 42 | -8,197 | -15.83% | Q4 2025 | Jan 12, 2026 |
| ROYAL BANK OF CANADA | History | New | 41,497 | 594 | 0.0% | — | 43 | +41,497 | New | Q4 2025 | Feb 17, 2026 |
| BROWN ADVISORY INC | History | No change | 35,901 | 514 | 0.0% | 0.0% | 44 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Dynamic Technology Lab Private Ltd | History | New | 35,658 | 511 | 0.12% | — | 45 | +35,658 | New | Q4 2025 | Feb 13, 2026 |
| Quantbot Technologies LP | History | Added to | 35,507 | 508 | 0.02% | 0.01% | 46 | +18,690 | 111.14% | Q4 2025 | Feb 10, 2026 |
| Quadrature Capital Ltd | History | Added to | 31,976 | 457 | 0.0% | 0.0% | 47 | +9,317 | 41.12% | Q4 2025 | Feb 17, 2026 |
| MARSHALL WACE, LLP | History | New | 31,400 | 449 | 0.0% | — | 48 | +31,400 | New | Q4 2025 | Feb 13, 2026 |
| Apollon Wealth Management, LLC | History | Reduced | 31,354 | 448 | 0.01% | 0.01% | 49 | -5,000 | -13.75% | Q4 2025 | Jan 22, 2026 |
| TRUIST FINANCIAL CORP | History | No change | 24,399 | 349 | 0.0% | 0.0% | 50 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| Virtu Financial LLC | History | New | 23,446 | 336 | 0.01% | — | 51 | +23,446 | New | Q4 2025 | Feb 23, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | New | 23,066 | 331 | 0.0% | — | 52 | +23,066 | New | Q4 2025 | Feb 17, 2026 |
| Running Point Capital Advisors, LLC | History | Added to | 21,512 | 308 | 0.08% | 0.07% | 53 | +598 | 2.86% | Q4 2025 | Feb 17, 2026 |
| TT Capital Management LLC | History | New | 21,500 | 307 | 0.24% | — | 54 | +21,500 | New | Q4 2025 | Feb 11, 2026 |
| NewEdge Advisors, LLC | History | No change | 21,067 | 301 | 0.0% | 0.0% | 55 | 0 | 0.0% | Q4 2025 | Feb 18, 2026 |
| Adams Asset Advisors, LLC | History | New | 20,341 | 291 | 0.04% | — | 56 | +20,341 | New | Q4 2025 | Jan 15, 2026 |
| Birchview Capital, LP | History | New | 20,000 | 286 | 0.17% | — | 57 | +20,000 | New | Q4 2025 | Feb 13, 2026 |
| WOODLEY FARRA MANION PORTFOLIO MANAGEMENT INC | History | No change | 18,447 | 271 | 0.01% | 0.01% | 58 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Belpointe Asset Management LLC | History | New | 18,180 | 260 | 0.01% | — | 59 | +18,180 | New | Q4 2025 | Jan 27, 2026 |
| VARCOV Co. | History | New | 18,104 | 259 | 0.1% | — | 60 | +18,104 | New | Q4 2025 | Feb 17, 2026 |
| ZACKS INVESTMENT MANAGEMENT | History | New | 17,950 | 257 | 0.0% | — | 61 | +17,950 | New | Q4 2025 | Feb 17, 2026 |
| CreativeOne Wealth, LLC | History | No change | 17,950 | 257 | 0.01% | 0.01% | 62 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Generali Investments CEE, investicni spolecnost, a.s. | History | No change | 15,835 | 226 | 0.02% | 0.02% | 63 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| Catalina Capital Group, LLC | History | New | 15,373 | 220 | 0.13% | — | 65 | +15,373 | New | Q4 2025 | Jan 16, 2026 |
| SNS Financial Group, LLC | History | Reduced | 14,947 | 220 | 0.02% | 0.02% | 64 | -1,907 | -11.31% | Q4 2025 | Feb 02, 2026 |
| SGL Investment Advisors, Inc. | History | No change | 15,799 | 220 | 0.09% | 0.09% | 66 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 14,879 | 213 | 0.0% | 0.0% | 67 | -7,928 | -34.76% | Q4 2025 | Feb 12, 2026 |
| Veery Capital, LLC | History | No change | 14,901 | 213 | 0.07% | 0.06% | 68 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| Rockefeller Capital Management L.P. | History | Reduced | 13,006 | 186 | 0.0% | 0.0% | 69 | -10,000 | -43.47% | Q4 2025 | Mar 16, 2026 |
| Aquatic Capital Management LLC | History | New | 12,654 | 181 | 0.01% | — | 70 | +12,654 | New | Q4 2025 | Feb 17, 2026 |
| Platt Wealth Management LLC | History | New | 12,239 | 175 | 0.17% | — | 71 | +12,239 | New | Q4 2025 | Feb 06, 2026 |
| Valeo Financial Advisors, LLC | History | No change | 12,090 | 173 | 0.0% | 0.0% | 72 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| TCTC Holdings, LLC | History | Reduced | 11,922 | 170 | 0.01% | 0.01% | 73 | -5,962 | -33.34% | Q4 2025 | Feb 12, 2026 |
| Balentine LLC | History | No change | 11,922 | 170 | 0.01% | 0.01% | 74 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | New | 11,481 | 164 | 0.0% | — | 75 | +11,481 | New | Q4 2025 | Feb 17, 2026 |
| Forvis Mazars Wealth Advisors, LLC | History | Reduced | 10,504 | 150 | 0.0% | 0.0% | 76 | -4,397 | -29.51% | Q4 2025 | Feb 10, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 10,311 | 147 | 0.0% | 0.0% | 77 | -259 | -2.45% | Q4 2025 | Feb 17, 2026 |
| Advisory Services Network, LLC | History | Added to | 10,206 | 146 | 0.0% | 0.0% | 78 | +1,407 | 15.99% | Q4 2025 | Feb 17, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 9,967 | 142 | 0.0% | 0.0% | 79 | -5,284 | -34.65% | Q4 2025 | Feb 11, 2026 |
| AdvisorNet Financial, Inc | History | Reduced | 5,850 | 83 | 0.0% | 0.01% | 80 | -3,845 | -39.66% | Q4 2025 | Jan 20, 2026 |
| CITIGROUP INC | History | Reduced | 4,827 | 69 | 0.0% | 0.0% | 81 | -10,514 | -68.54% | Q4 2025 | Feb 13, 2026 |
| Security National Bank | History | Reduced | 4,404 | 63 | 0.01% | 0.01% | 82 | -653 | -12.91% | Q4 2025 | Feb 05, 2026 |
| MAI Capital Management | History | New | 2,400 | 34 | 0.0% | — | 83 | +2,400 | New | Q4 2025 | Feb 13, 2026 |
| Founders Capital Management | History | No change | 800 | 11 | 0.01% | 0.01% | 84 | 0 | 0.0% | Q4 2025 | Jan 15, 2026 |
| Quarry LP | History | Reduced | 75 | 1 | 0.0% | 0.0% | 85 | -303 | -80.16% | Q4 2025 | Feb 13, 2026 |
| Merit Financial Group, LLC | History | Closed out | 0 | 0 | — | 0.21% | — | -1,738,174 | -100.0% | Q3 2025 | Nov 07, 2025 |
| Keebeck Wealth Management | History | Closed out | 0 | 0 | — | 0.56% | — | -342,785 | -100.0% | Q3 2025 | Nov 14, 2025 |
| RIVERNORTH CAPITAL MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 0.21% | — | -273,610 | -100.0% | Q3 2025 | Nov 14, 2025 |
| North Ground Capital | History | Closed out | 0 | 0 | — | 0.82% | — | -100,000 | -100.0% | Q3 2025 | Oct 29, 2025 |
| HRT FINANCIAL LP | History | Closed out | 0 | 0 | — | 0.0% | — | -69,997 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Magnetar Financial LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -66,413 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Marex Group plc | History | Closed out | 0 | 0 | — | 0.01% | — | -56,098 | -100.0% | Q3 2025 | Nov 14, 2025 |
| MQS Management LLC | History | Closed out | 0 | 0 | — | 0.35% | — | -45,598 | -100.0% | Q3 2025 | Nov 06, 2025 |
| Zuckerman Investment Group, LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -35,000 | -100.0% | Q3 2025 | Nov 13, 2025 |
| BIP Wealth, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -30,424 | -100.0% | Q3 2025 | Oct 30, 2025 |
| Neuberger Berman Group LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -30,000 | -100.0% | Q3 2025 | Nov 12, 2025 |
| BALYASNY ASSET MANAGEMENT L.P. | History | Closed out | 0 | 0 | — | 0.0% | — | -27,751 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Voleon Capital Management LP | History | Closed out | 0 | 0 | — | 0.01% | — | -25,879 | -100.0% | Q3 2025 | Nov 14, 2025 |
| EVOKE WEALTH, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -15,181 | -100.0% | Q3 2025 | Nov 14, 2025 |
| EAGLE GLOBAL ADVISORS LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -13,380 | -100.0% | Q3 2025 | Oct 28, 2025 |
| Centiva Capital, LP | History | Closed out | 0 | 0 | — | 0.0% | — | -12,928 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Brevan Howard Capital Management LP | History | Closed out | 0 | 0 | — | 0.0% | — | -11,700 | -100.0% | Q3 2025 | Nov 14, 2025 |
| CIBC Private Wealth Group LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -8,346 | -100.0% | Q3 2025 | Nov 24, 2025 |
| Moisand Fitzgerald Tamayo, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -293 | -100.0% | Q3 2025 | Oct 23, 2025 |
| Caitong International Asset Management Co., Ltd | History | New | 4 | 0 | — | — | — | +4 | New | Q4 2025 | Mar 03, 2026 |