Kayne Anderson BDC Inc Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| KOCH, INC. | 02/11/2026 | 12.18 M | $174.44 M | 0.00% | 17.30% |
| STATE OF MICHIGAN RETIREMENT SYSTEM | 01/29/2026 | 6.57 M | $94.04 M | 100.00% | 9.32% |
| BANK OF AMERICA CORP /DE/ | 02/17/2026 | 5.42 M | $77.63 M | 4.03% | 7.70% |
| 02/17/2026 | 2.35 M | $33.62 M | 100.00% | 3.33% | |
| PATHSTONE HOLDINGS, LLC | 02/13/2026 | 1.35 M | $19.41 M | -6.41% | 1.92% |
| VAN ECK ASSOCIATES CORP | 02/13/2026 | 824.30 K | $11.80 M | 100.00% | 1.17% |
| SAGE MOUNTAIN ADVISORS LLC | 01/23/2026 | 798.12 K | $11.43 M | -24.60% | 1.13% |
| REQUISITE CAPITAL MANAGEMENT, LLC | 02/05/2026 | 676.46 K | $9.96 M | -10.63% | 0.96% |
| FRANKLIN RESOURCES INC | 02/11/2026 | 624.64 K | $8.94 M | 102.66% | 0.89% |
| UBS GROUP AG | 01/29/2026 | 576.81 K | $8.26 M | 265.02% | 0.82% |
| BLACKROCK, INC. | 02/12/2026 | 449.77 K | $6.44 M | -0.90% | 0.64% |
| CI PRIVATE WEALTH, LLC | 03/09/2026 | 406.26 K | $5.89 M | -23.02% | 0.58% |
| MORGAN STANLEY | 02/13/2026 | 400.46 K | $5.73 M | 86.81% | 0.57% |
| CALLODINE CAPITAL MANAGEMENT, LP | 02/13/2026 | 400.00 K | $5.73 M | 0.00% | 0.57% |
| MILLENNIUM MANAGEMENT LLC | 02/17/2026 | 254.43 K | $3.64 M | 206.26% | 0.36% |
| SQUAREPOINT OPS LLC | 02/13/2026 | 224.58 K | $3.22 M | 100.00% | 0.32% |
| HB WEALTH MANAGEMENT, LLC | 01/28/2026 | 217.87 K | $3.12 M | -1.10% | 0.31% |
| ACTIVEST WEALTH MANAGEMENT | 01/30/2026 | 208.40 K | $2.98 M | 100.00% | 0.30% |
| AG ASSET ADVISORY, LLC | 02/11/2026 | 203.30 K | $2.91 M | 0.00% | 0.29% |
| WELLS FARGO & COMPANY/MN | 02/13/2026 | 197.79 K | $2.83 M | 148.68% | 0.28% |
| RUSSELL INVESTMENTS GROUP, LTD. | 02/17/2026 | 194.18 K | $2.78 M | 100.00% | 0.28% |
| CENTRIC WEALTH MANAGEMENT | 02/04/2026 | 137.71 K | $1.93 M | -3.95% | 0.20% |
| EQUITEC PROPRIETARY MARKETS, LLC | 02/17/2026 | 122.00 K | $1.75 M | 0.00% | 0.17% |
| SLATESTONE WEALTH, LLC | 02/11/2026 | 94.64 K | $1.36 M | -36.89% | 0.13% |
| CRESSET ASSET MANAGEMENT, LLC | 02/17/2026 | 93.54 K | $1.38 M | 0.00% | 0.13% |
| XTX TOPCO LTD | 02/17/2026 | 90.08 K | $1.29 M | 100.00% | 0.13% |
| INSCRIPTION CAPITAL, LLC | 01/29/2026 | 81.13 K | $1.16 M | 0.00% | 0.12% |
| 02/11/2026 | 73.20 K | $1.05 M | 100.00% | 0.10% | |
| RENAISSANCE TECHNOLOGIES LLC | 02/12/2026 | 72.00 K | $1.03 M | -54.59% | 0.10% |
| 02/17/2026 | 59.09 K | $846.16 K | 100.00% | 0.08% | |
| CITADEL ADVISORS LLC | 02/17/2026 | 57.81 K | $827.87 K | 100.00% | 0.08% |
| INVESCO LTD. | 02/19/2026 | 55.57 K | $795.73 K | -0.14% | 0.08% |
| VERITION FUND MANAGEMENT LLC | 02/13/2026 | 52.17 K | $747.12 K | 100.00% | 0.07% |
| ACCREDITED INVESTORS INC. | 02/05/2026 | 50.90 K | $728.86 K | 0.00% | 0.07% |
| HENNION & WALSH ASSET MANAGEMENT, INC. | 01/14/2026 | 49.54 K | $709.47 K | 22.39% | 0.07% |
| STIFEL FINANCIAL CORP | 02/13/2026 | 47.18 K | $675.55 K | 219.83% | 0.07% |
| CONFLUENCE INVESTMENT MANAGEMENT LLC | 01/05/2026 | 46.41 K | $664.59 K | -6.91% | 0.07% |
| CERITY PARTNERS LLC | 02/11/2026 | 45.10 K | $645.87 K | -32.07% | 0.06% |
| POINT72 ASSET MANAGEMENT, L.P. | 02/17/2026 | 44.80 K | $641.55 K | 100.00% | 0.06% |
| BNP PARIBAS ARBITRAGE, SNC | 02/10/2026 | 44.48 K | $636.88 K | 157.60% | 0.06% |
| QUANTINNO CAPITAL MANAGEMENT LP | 02/17/2026 | 43.84 K | $627.73 K | 100.00% | 0.06% |
| ACCELERATE INVESTMENT ADVISORS LLC | 01/12/2026 | 43.60 K | $624.34 K | -15.83% | 0.06% |
| ROYAL BANK OF CANADA | 02/17/2026 | 41.50 K | $594.00 K | 97.59% | 0.06% |
| BROWN ADVISORY INC | 02/13/2026 | 35.90 K | $514.10 K | 0.00% | 0.05% |
| DYNAMIC TECHNOLOGY LAB PRIVATE LTD | 02/13/2026 | 35.66 K | $511.00 K | 100.00% | 0.05% |
| QUANTBOT TECHNOLOGIES LP | 02/10/2026 | 35.51 K | $508.46 K | 111.14% | 0.05% |
| QUADRATURE CAPITAL LTD | 02/17/2026 | 31.98 K | $457.90 K | 41.12% | 0.05% |
| MARSHALL WACE, LLP | 02/13/2026 | 31.40 K | $449.65 K | 100.00% | 0.04% |
| APOLLON WEALTH MANAGEMENT, LLC | 01/22/2026 | 31.35 K | $448.99 K | -13.75% | 0.04% |
| TRUIST FINANCIAL CORP | 02/02/2026 | 24.40 K | $349.39 K | 0.00% | 0.03% |
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Kayne Anderson BDC Inc institutional Ownership - FAQ's
During the previous two years, 110 institutional investors and hedge funds held shares of Kayne Anderson BDC Inc. The most heavily invested institutionals were:
STATE OF MICHIGAN RETIREMENT SYSTEM: 6.57 M
UBS Group AG: 647,488
Activest Wealth Management: 246,966
HB Wealth Management, LLC: 235,341
AG Asset Advisory, LLC: 203,300
Inscription Capital, LLC: 81,132
52.08% of Kayne Anderson BDC Inc stock is owned by institutional investors.
Institutional investors have bought a total of 40.99 M shares in the last 24 months. This purchase volume represents approximately $565.60 M in transactions.