Kayne Anderson BDCKBDC
13F holders, Q2 2025 (June 30)70holders +8
19new positions
11sold out
3famous investors
$15.29avg. 13F price*
At the end of Q2 2025, 70 institutions reported holding Kayne Anderson BDC Inc. (KBDC) in their 13F filings, up 8 from Q1 2025. 19 opened new positions and 11 sold out. The largest holders were Koch, Inc. ($185.9M), Bank of America Corp. ($70.1M) and Merit Financial Group, LLC ($26.5M). 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 Q1 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 19 | $217.0M |
| Exits | 11 | $4.2M |
All 13F filers, Q1 2025 → Q2 2025: 19,204,345 shares bought and 468,497 shares sold, net +18,735,848 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 70 holders
| Koch, Inc. | 26.89% | New | 12,181,352 | $185.9M |
| Bank of America Corp. | 0.01% | Add +180.1% | 4,596,731 | $70.1M |
| Merit Financial Group, LLC | 0.30% | New | 1,738,174 | $26.5M |
| Sage Mountain Advisors LLC | 0.92% | Add +72.0% | 930,426 | $14.2M |
| Requisite Capital Management, LLC | 2.86% | Add +130.4% | 842,721 | $13.2M |
| Corient Private Wealth LP | 0.01% | Reduce -10.5% | 537,572 | $8.3M |
| Keebeck Wealth Management | 0.83% | Add +76.1% | 402,400 | $6.3M |
| Callodine Capital Management, LP | 0.53% | No change | 337,730 | $5.2M |
| Renaissance Technologies | 0.01% | Reduce -24.0% | 294,500 | $4.5M |
| UBS Group AG | 0.00% | Add +66.7% | 236,127 | $3.6M |
| Franklin Resources Inc. | 0.00% | Add +186.7% | 223,657 | $3.4M |
| Pathstone Holdings, LLC | 0.01% | Add +98.0% | 202,873 | $3.1M |
| HB Wealth Management, LLC | 0.02% | Add +14.1% | 196,671 | $3.0M |
| Morgan Stanley | 0.00% | Add +60.8% | 165,415 | $2.5M |
| Centric Wealth Management | 0.59% | Add +17.5% | 161,669 | $2.5M |
| SlateStone Wealth, LLC | 0.22% | Add +48.5% | 153,024 | $2.3M |
| Cerity Partners LLC | 0.00% | Add +95.8% | 143,100 | $2.2M |
| Millennium Management | 0.00% | Add +166.3% | 134,419 | $2.1M |
| Equitec Proprietary Markets, LLC | 7.53% | Add +50.0% | 121,998 | $1.9M |
| Cresset Asset Management, LLC | 0.01% | Add +50.0% | 93,542 | $1.5M |
| MAI Capital Management | 0.01% | Add +0.1% | 87,880 | $1.3M |
| Inscription Capital, LLC | 0.18% | New | 81,132 | $1.2M |
| HRT Financial LP | 0.00% | Add +69.4% | 71,847 | $1.1M |
| Wells Fargo & Company | 0.00% | Add +283.4% | 71,502 | $1.1M |
| Accelerate Investment Advisors LLC | 0.71% | Add +50.0% | 62,743 | $957K |
| Confluence Investment Management LLC | 0.01% | Reduce -49.3% | 56,100 | $856K |
| Invesco Ltd. | 0.00% | Add +15.1% | 45,063 | $688K |
| Goldman Sachs Group Inc. | 0.00% | Add +45.0% | 43,915 | $670K |
| Magnus Financial Group LLC | 0.05% | Add +4.1% | 40,861 | $624K |
| Accredited Investors Inc. | 0.04% | Add +119.4% | 40,756 | $622K |
| Apollon Wealth Management, LLC | 0.01% | Add +20.6% | 36,354 | $555K |
| Brown Advisory Inc. | 0.00% | Reduce 0.0% | 35,901 | $548K |
| Citadel Advisors | 0.00% | Add +64.2% | 34,363 | $524K |
| BIP Wealth, LLC | 0.03% | Add +50.0% | 30,424 | $464K |
| Zuckerman Investment Group, LLC | 0.04% | Add +50.0% | 30,000 | $458K |
| Promus Capital, LLC | 0.25% | Add +100.0% | 24,881 | $380K |
| Truist Financial Corp. | 0.00% | New | 24,400 | $372K |
| Commonwealth Equity Services, LLC | 0.00% | Add +52.5% | 22,252 | $340K |
| Jane Street Group, LLC | 0.00% | New | 22,062 | $337K |
| Bluespring Wealth Management, LLC | 0.03% | Add +50.0% | 21,126 | $331K |
| Insight Wealth Partners, LLC | 0.18% | No change | 21,559 | $329K |
| NewEdge Advisors, LLC | 0.00% | Add +50.0% | 21,067 | $321K |
| JPMorgan Chase & Co. | 0.00% | Add +294.3% | 19,301 | $295K |
| Woodley Farra Manion Portfolio Management Inc. | 0.01% | Add +50.0% | 18,447 | $289K |
| Marex Group Ltd | 0.01% | New | 18,700 | $285K |
| Generali Investments CEE, investicni spolecnost, a.s. | 0.02% | Add +5.5% | 18,184 | $277K |
| TCTC Holdings, LLC | 0.01% | New | 17,884 | $273K |
| HighTower Advisors, LLC | 0.00% | Add +7.1% | 17,755 | $271K |
| SGL Investment Advisors, Inc. | 0.12% | Add +50.0% | 15,799 | $248K |
| Evoke Wealth, LLC | 0.01% | New | 15,181 | $238K |
| Global View Capital Management LLC | 0.08% | Add +50.0% | 15,468 | $236K |
| BNP Paribas Financial Markets | 0.00% | New | 15,062 | $230K |
| Forvis Mazars Wealth Advisors, LLC | 0.00% | New | 14,901 | $227K |
| Veery Capital, LLC | 0.08% | New | 14,901 | $227K |
| Stifel Financial Corp. | 0.00% | New | 14,750 | $225K |
| AdvisorNet Financial, Inc | 0.01% | Reduce -5.4% | 13,965 | $213K |
| Eagle Global Advisors LLC | 0.01% | No change | 13,380 | $204K |
| Advisory Services Network, LLC | 0.00% | New | 12,407 | $192K |
| Arcus Capital Partners, LLC | 0.08% | New | 12,375 | $189K |
| Valeo Financial Advisors, LLC | 0.00% | New | 12,090 | $184K |
| Balentine LLC | 0.01% | New | 11,922 | $182K |
| Osaic Holdings, Inc. | 0.00% | Add +70.9% | 10,268 | $157K |
| Susquehanna International Group, LLP | 0.00% | New | 10,193 | $156K |
| BlackRock, Inc. | 0.00% | Add +2.9% | 9,550 | $146K |
| Raymond James Financial Inc. | 0.00% | Reduce -10.7% | 9,486 | $145K |
| CIBC Private Wealth Group LLC | 0.00% | Add +50.0% | 8,346 | $127K |
| Royal Bank of Canada | 0.00% | Add +34.5% | 7,400 | $113K |
| Security National Bank | 0.00% | Add +20.4% | 1,656 | $25K |
| Allworth Financial LP | 0.00% | New | 700 | $11K |
| Brooklyn Investment Group | 0.00% | New | 27 | $413 |
"% of holder's portfolio" is KBDC's weight in each manager's 13F, not the share of Kayne Anderson BDC Inc. the manager owns.