KBDC · Company research
Kayne Anderson BDC, Inc. (KBDC): Ownership & Institutional Holders
Reported institutional positions. Filing dates and sources matter.
RESEARCH CONTEXT
Understand the numbers
Reported institutional positions. Filing dates and sources matter. Use period, currency, units and source fields when interpreting values.
80records availableFinancial Services
Ownership & Institutional Holders data
Database-backed records only
| holder name | cik | period end | shares held | market value | ownership percent | shares change | shares change percent | filing date | data source |
|---|---|---|---|---|---|---|---|---|---|
| Quantbot Technologies LP | 1512991 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 3918 | 53011 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| Westside Investment Management, Inc. | 1538383 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 422 | 5836 | — | — | — | Jul 27, 2026 | SEC_13F_DATASET |
| Caitong International Asset Management Co., Ltd | 1963355 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 34 | 460 | — | — | — | Aug 5, 2026 | SEC_13F_DATASET |
| Generali Investments CEE, investicni spolecnost, a.s. | 2047540 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 15835 | 214248 | — | — | — | Jul 13, 2026 | SEC_13F_DATASET |
| Closed-End Fund Advisors, Inc. | 2103520 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 78501 | 1062119 | — | — | — | Jul 27, 2026 | SEC_13F_DATASET |
| Hennion & Walsh Asset Management, Inc. | 1861642 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 99755 | 1349685 | — | — | — | Jul 8, 2026 | SEC_13F_DATASET |
| KENNEDY CAPITAL MANAGEMENT LLC | 884589 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 384999 | 5209036 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| ENVESTNET ASSET MANAGEMENT INC | 1407543 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 608963 | 8239269 | — | — | — | Aug 3, 2026 | SEC_13F_DATASET |
| Platt Wealth Management LLC | 2109497 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 20079 | 271 | — | — | — | Aug 3, 2026 | SEC_13F_DATASET |
| HUNTINGTON NATIONAL BANK | 49205 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1 | 7 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| UMB Bank, n.a. | 933429 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 37165 | 502842 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| EAGLE GLOBAL ADVISORS LLC | 1130787 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 21550 | 291571 | — | — | — | Jul 30, 2026 | SEC_13F_DATASET |
| STIFEL FINANCIAL CORP | 720672 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 70711 | 956720 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| CITADEL ADVISORS LLC | 1423053 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 102958 | 1393022 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| AMERICAN FINANCIAL GROUP INC | 1042046 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 283903 | 3841208 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| PRICE T ROWE ASSOCIATES INC /MD/ | 80255 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 14407 | 195 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Founders Capital Management | 1704300 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 800 | 10824 | — | — | — | Jul 21, 2026 | SEC_13F_DATASET |
| CARY STREET PARTNERS FINANCIAL LLC | 1475045 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 16480 | 222974 | — | — | — | Jul 17, 2026 | SEC_13F_DATASET |
| BANK OF AMERICA CORP /DE/ | 70858 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 124586 | 1685651 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Forvis Mazars Wealth Advisors, LLC | 1352864 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 10504 | 142120 | — | — | — | Aug 10, 2026 | SEC_13F_DATASET |
| MORGAN STANLEY | 895421 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 596056 | 8064638 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| TCTC Holdings, LLC | 1483870 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 29805 | 403262 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| HB Wealth Management, LLC | 1911253 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 280189 | 3790966 | — | — | — | Jul 29, 2026 | SEC_13F_DATASET |
| Corient Private Wealth LP | 1948780 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 377859 | 5112437 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| HighTower Advisors, LLC | 1462245 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 26441 | 357747 | — | — | — | Aug 5, 2026 | SEC_13F_DATASET |
| Sage Mountain Advisors LLC | 1832274 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 353274 | 4779797 | — | — | — | Aug 5, 2026 | SEC_13F_DATASET |
| BlackRock, Inc. | 2012383 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 235871 | 3191335 | — | — | — | Aug 7, 2026 | SEC_13F_DATASET |
| Kovack Advisors, Inc. | 1728321 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 41922 | 567203 | — | — | — | Jul 29, 2026 | SEC_13F_DATASET |
| Windsor Advisory Group, LLC | 1739953 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 11222 | 151834 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| DBA TRADING, LLC | 2067608 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 121998 | 1673813 | — | — | — | Jul 20, 2026 | SEC_13F_DATASET |
| WOODLEY FARRA MANION PORTFOLIO MANAGEMENT INC | 1165805 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 18447 | 256967 | — | — | — | Aug 10, 2026 | SEC_13F_DATASET |
| Balentine LLC | 1586678 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 11922 | 161305 | — | — | — | Aug 6, 2026 | SEC_13F_DATASET |
| Vision Retirement, LLC | 2069023 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 177 | 2448 | — | — | — | Jul 21, 2026 | SEC_13F_DATASET |
| COMMONWEALTH EQUITY SERVICES, LLC | 312272 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 75193 | 1017360 | — | — | — | Jul 29, 2026 | SEC_13F_DATASET |
| Requisite Capital Management, LLC | 1730573 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 645130 | 8986663 | — | — | — | Aug 7, 2026 | SEC_13F_DATASET |
| RAYMOND JAMES FINANCIAL INC | 720005 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 31540 | 426736 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| BROWN ADVISORY INC | 1345929 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 35901 | 485741 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Tanglewood Legacy Advisors, LLC | 1965616 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 3338 | 46165 | — | — | — | Aug 10, 2026 | SEC_13F_DATASET |
| Centric Wealth Management | 1752761 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 131578 | 1997354 | — | — | — | Aug 6, 2026 | SEC_13F_DATASET |
| Callodine Capital Management, LP | 1741675 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 101375 | 1371604 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| XTX Topco Ltd | 1828301 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 36857 | 498675 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Russell Investments Group, Ltd. | 1692234 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 796219 | 10772843 | — | — | — | Aug 6, 2026 | SEC_13F_DATASET |
| FRANKLIN RESOURCES INC | 38777 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 779757 | 10550112 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| NewEdge Advisors, LLC | 1633516 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 21067 | 285037 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| Advisory Services Network, LLC | 1573876 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 10267 | 138906 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| Sovereign Financial Group, Inc. | 1846175 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 11555 | 156335 | — | — | — | Jul 24, 2026 | SEC_13F_DATASET |
| STATE OF MICHIGAN RETIREMENT SYSTEM | 762152 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 6566762 | 88848290 | — | — | — | Jul 30, 2026 | SEC_13F_DATASET |
| UBS Group AG | 1610520 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 721088 | 9756321 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| nVerses Capital, LLC | 2011399 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 10104 | 136707 | — | — | — | Aug 4, 2026 | SEC_13F_DATASET |
| Activest Wealth Management | 1883134 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 149137 | 2017829 | — | — | — | Jul 16, 2026 | SEC_13F_DATASET |
| Cerity Partners LLC | 1566475 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 67820 | 917615 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| D. E. Shaw & Co., Inc. | 1009207 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 10167 | 137560 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Rockefeller Capital Management L.P. | 1739439 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 13006 | 175971 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| Golden State Wealth Management, LLC | 1776033 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 500 | 6915 | — | — | — | Jul 22, 2026 | SEC_13F_DATASET |
| SEI INVESTMENTS CO | 350894 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 24548 | 332134 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Belpointe Asset Management LLC | 1721242 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 41610 | 562983 | — | — | — | Jul 31, 2026 | SEC_13F_DATASET |
| Apollon Wealth Management, LLC | 1764387 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 31354 | 424220 | — | — | — | Jul 23, 2026 | SEC_13F_DATASET |
| Clearstead Advisors, LLC | 842775 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 300 | 4059 | — | — | — | Aug 6, 2026 | SEC_13F_DATASET |
| Columbus Macro, LLC | 1727269 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 610736 | 8263258 | — | — | — | Jul 22, 2026 | SEC_13F_DATASET |
| ROYAL BANK OF CANADA | 1000275 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 62394 | 844000 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Squarepoint Ops LLC | 1642575 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 22705 | 307199 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Adams Asset Advisors, LLC | 1386929 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 101163 | 1368735 | — | — | — | Jul 14, 2026 | SEC_13F_DATASET |
| Cresset Asset Management, LLC | 1761013 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 95136 | 1325244 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| TT Capital Management LLC | 2056338 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 20000 | 270600 | — | — | — | Aug 4, 2026 | SEC_13F_DATASET |
| MILLENNIUM MANAGEMENT LLC | 1273087 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 104225 | 1410164 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| OSAIC HOLDINGS, INC. | 1677044 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 16101 | 217846 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Legacy Wealth Advisors, LLC | 2111463 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 59089 | 799475 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| HRT FINANCIAL LP | 1475597 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 186489 | 2523 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| RENAISSANCE TECHNOLOGIES LLC | 1037389 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 250829 | 3393716 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| JANE STREET GROUP, LLC | 1595888 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 15242 | 206224 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| CONFLUENCE INVESTMENT MANAGEMENT LLC | 1442056 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 49889 | 674998 | — | — | — | Jul 1, 2026 | SEC_13F_DATASET |
| Roxbury Financial LLC | 2054149 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 168 | 2273 | — | — | — | Jul 1, 2026 | SEC_13F_DATASET |
| Advisors Asset Management, Inc. | 1297376 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 15730 | 212827 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| State Street Corporation | 93751 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 97936 | 1363985000 | — | — | — | Sep 22, 2026 | SEC_13F_HR |
| SEI Investments Co | 350894 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 32 | 440000 | — | — | — | Aug 14, 2026 | SEC_13F_HR |
| Franklin Templeton, Inc. | 38777 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 779757 | 10550112000 | — | — | — | Aug 13, 2026 | SEC_13F_HR |
| Blackrock, Inc. | 2012383 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 235871 | 3191335000 | — | — | — | Aug 7, 2026 | SEC_13F_HR |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | 1021223 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 49338 | 682354 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| Pathstone Holdings, LLC | 2011612 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1063041 | 14382944 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| Koch, Inc. | 2027344 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 10485004 | 141862104 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
Informational research only, not financial advice. Forecasts are uncertain and can be wrong.