Kayne Anderson BDCKBDC
13F holders, Q1 2025 (March 31)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
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 22 | $8.4M |
| Exits | 7 | $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.