Kayne Anderson BDCKBDC

13F holders, Q1 2025 (March 31)
62holders +15
22new positions
7sold out
3famous investors
$16.26avg. 13F price*

At the end of Q1 2025, 62 institutions reported holding Kayne Anderson BDC Inc. (KBDC) in their 13F filings, up 15 from Q4 2024. 22 opened new positions and 7 sold out. The largest holders were Bank of America Corp. ($26.6M), Corient Private Wealth LP ($9.8M) and Sage Mountain Advisors LLC ($8.8M). 3 famous investors held it, including Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio), Israel Englander (0.0% of Millennium Management's portfolio) and Ken Griffin (0.0% of Citadel Advisors's portfolio).

Company
Kayne Anderson BDC Inc.
CUSIP
48662X105
Latest filing quarter
Q2 2026

History

Number of 13F holders

020406080100 Q2 2024: 16Q2 2024Q3 2024: 20Q3 2024Q4 2024: 47Q4 2024Q1 2025: 62Q1 2025Q2 2025: 70Q2 2025Q3 2025: 83Q3 2025Q4 2025: 87Q4 2025Q1 2026: 93Q1 2026Q2 2026: 93Q2 2026

Total Exit/New Position Q4 2024 → Q1 2025

InstitutionsTotal Value
New Positions22$8.4M
Exits7$8.5M

All 13F filers, Q4 2024 → Q1 2025: 2,772,697 shares bought and 584,377 shares sold, net +2,188,320 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 62 holders

Bank of America Corp. 0.00% Add +65.9% 1,641,070 $26.6M
Corient Private Wealth LP 0.02% Add +127.0% 600,526 $9.8M
Sage Mountain Advisors LLC 0.65% Add +166.5% 541,109 $8.8M
Renaissance Technologies 0.01% Add +167.2% 387,700 $6.3M
Requisite Capital Management, LLC 1.37% Add +10.9% 365,783 $6.1M
Callodine Capital Management, LP 0.91% Reduce -0.8% 337,730 $5.5M
Keebeck Wealth Management 0.55% Add +142.1% 228,518 $3.7M
HB Wealth Management, LLC 0.02% Add +79.3% 172,445 $2.8M
UBS Group AG 0.00% Reduce -1.7% 141,680 $2.3M
Centric Wealth Management 0.59% Add +93.1% 137,620 $2.2M
Confluence Investment Management LLC 0.03% Add +0.6% 110,635 $1.8M
Summit Trail Advisors, LLC 0.06% Add +100.0% 106,310 $1.8M
SlateStone Wealth, LLC 0.17% Add +83.8% 103,052 $1.7M
Morgan Stanley 0.00% Add +50.8% 102,869 $1.7M
Pathstone Holdings, LLC 0.01% Add +100.0% 102,446 $1.7M
MAI Capital Management 0.01% New 87,755 $1.4M
Equitec Proprietary Markets, LLC 3.80% New 81,332 $1.3M
Franklin Resources Inc. 0.00% Add +36.0% 78,020 $1.3M
Cerity Partners LLC 0.00% Add +628.4% 73,073 $1.2M
Cresset Asset Management, LLC 0.01% New 62,360 $1.0M
Millennium Management 0.00% Reduce -19.3% 50,469 $819K
HRT Financial LP 0.00% Add +55.0% 42,421 $688K
Accelerate Investment Advisors LLC 0.57% New 41,828 $678K
Magnus Financial Group LLC 0.06% Add +32.7% 39,261 $637K
Invesco Ltd. 0.00% Reduce -9.1% 39,147 $635K
Brown Advisory Inc. 0.00% No change 35,902 $582K
Northern Trust Corp. 0.00% New 32,256 $523K
Goldman Sachs Group Inc. 0.00% Add +119.7% 30,285 $491K
Janus Henderson Group PLC 0.00% Reduce -9.9% 29,680 $490K
Apollon Wealth Management, LLC 0.01% Add +137.0% 30,136 $489K
Insight Wealth Partners, LLC 0.21% New 21,559 $350K
Citadel Advisors 0.00% Reduce -62.7% 20,924 $339K
BIP Wealth, LLC 0.02% Add +100.0% 20,282 $329K
Zuckerman Investment Group, LLC 0.03% No change 20,000 $324K
Qube Research & Technologies Ltd 0.00% Reduce -33.5% 19,634 $318K
Wells Fargo & Company 0.00% Add +115.6% 18,649 $302K
Accredited Investors Inc. 0.02% Add +57.1% 18,578 $301K
Generali Investments CEE, investicni spolecnost, a.s. 0.03% New 17,230 $279K
HighTower Advisors, LLC 0.00% New 16,581 $269K
Cubist Systematic Strategies, LLC 0.00% Add +11.4% 16,504 $268K
AdvisorNet Financial, Inc 0.02% New 14,765 $239K
Commonwealth Equity Services, LLC 0.00% New 14,589 $237K
Bluespring Wealth Management, LLC 0.02% New 14,084 $234K
Gsa Capital Partners LLP 0.02% New 14,366 $233K
NewEdge Advisors, LLC 0.00% New 14,044 $228K
Eagle Global Advisors LLC 0.01% New 13,380 $217K
Woodley Farra Manion Portfolio Management Inc. 0.01% New 12,298 $204K
Promus Capital, LLC 0.15% No change 12,440 $202K
Man Group plc 0.00% New 11,984 $194K
Acadian Asset Management LLC 0.00% Add +341.2% 10,788 $173K
Raymond James Financial Inc. 0.00% New 10,624 $172K
Mesirow Financial Investment Management, Inc. 0.00% New 10,343 $168K
Global View Capital Management LLC 0.06% New 10,312 $167K
SGL Investment Advisors, Inc. 0.09% New 10,532 $165K
BlackRock, Inc. 0.00% Reduce -0.8% 9,285 $151K
Osaic Holdings, Inc. 0.00% Add +20.1% 6,007 $97K
Royal Bank of Canada 0.00% Add +103.4% 5,500 $89K
CIBC Private Wealth Group LLC 0.00% Add +100.0% 5,564 $81K
JPMorgan Chase & Co. 0.00% New 4,895 $79K
Citigroup Inc. 0.00% Add +10.6% 3,951 $64K
Security National Bank 0.00% New 1,376 $22K
Point72 (DIFC) Ltd 0.00% No change 53 $860

"% of holder's portfolio" is KBDC's weight in each manager's 13F, not the share of Kayne Anderson BDC Inc. the manager owns.