Kayne Anderson BDC Inc Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| KOCH, INC. | 05/12/2026 | 12.18 M | $167.13 M | 0.00% | 17.34% |
| STATE OF MICHIGAN RETIREMENT SYSTEM | 05/04/2026 | 6.57 M | $90.10 M | 0.00% | 9.35% |
| BANK OF AMERICA CORP /DE/ | 05/18/2026 | 5.57 M | $76.35 M | 2.65% | 7.92% |
| 05/07/2026 | 2.35 M | $32.17 M | -0.11% | 3.34% | |
| PATHSTONE HOLDINGS, LLC | 05/11/2026 | 1.12 M | $15.34 M | -17.38% | 1.59% |
| FRANKLIN RESOURCES INC | 05/13/2026 | 752.19 K | $10.32 M | 20.42% | 1.07% |
| UBS GROUP AG | 05/05/2026 | 647.49 K | $8.88 M | 12.25% | 0.92% |
| REQUISITE CAPITAL MANAGEMENT, LLC | 05/14/2026 | 605.75 K | $8.55 M | -10.45% | 0.86% |
| VAN ECK ASSOCIATES CORP | 05/15/2026 | 598.44 K | $8.21 M | -27.40% | 0.85% |
| RUSSELL INVESTMENTS GROUP, LTD. | 05/08/2026 | 551.82 K | $7.57 M | 184.18% | 0.79% |
| MORGAN STANLEY | 05/15/2026 | 458.06 K | $6.28 M | 14.38% | 0.65% |
| SAGE MOUNTAIN ADVISORS LLC | 05/11/2026 | 418.06 K | $5.74 M | -47.62% | 0.60% |
| KENNEDY CAPITAL MANAGEMENT LLC | 05/13/2026 | 391.13 K | $5.37 M | 100.00% | 0.56% |
| CI PRIVATE WEALTH, LLC | 05/15/2026 | 377.46 K | $4.75 M | -7.09% | 0.54% |
| CALLODINE CAPITAL MANAGEMENT, LP | 05/15/2026 | 291.74 K | $4.00 M | -27.06% | 0.42% |
| ACTIVEST WEALTH MANAGEMENT | 04/15/2026 | 246.97 K | $3.39 M | 18.51% | 0.35% |
| BLACKROCK, INC. | 05/13/2026 | 241.54 K | $3.31 M | -46.30% | 0.34% |
| HB WEALTH MANAGEMENT, LLC | 04/27/2026 | 235.34 K | $3.23 M | 8.02% | 0.34% |
| WELLS FARGO & COMPANY/MN | 05/11/2026 | 226.40 K | $3.11 M | 14.46% | 0.32% |
| AMERICAN FINANCIAL GROUP INC | 05/13/2026 | 205.90 K | $2.82 M | 100.00% | 0.29% |
| AG ASSET ADVISORY, LLC | 04/29/2026 | 203.30 K | $2.79 M | 0.00% | 0.29% |
| JANE STREET GROUP, LLC | 05/12/2026 | 189.72 K | $2.60 M | 100.00% | 0.27% |
| RENAISSANCE TECHNOLOGIES LLC | 05/14/2026 | 145.32 K | $1.99 M | 101.84% | 0.21% |
| CENTRIC WEALTH MANAGEMENT | 05/12/2026 | 131.58 K | $2.00 M | -4.45% | 0.19% |
| HRT FINANCIAL LP | 05/14/2026 | 122.38 K | $1.68 M | 100.00% | 0.17% |
| 05/08/2026 | 122.00 K | $1.67 M | 100.00% | 0.17% | |
| CRESSET ASSET MANAGEMENT, LLC | 05/15/2026 | 95.14 K | $1.34 M | 1.70% | 0.14% |
| SLATESTONE WEALTH, LLC | 05/14/2026 | 94.64 K | $1.30 M | 0.00% | 0.13% |
| STATE STREET CORP | 05/15/2026 | 83.11 K | $1.17 M | 100.00% | 0.12% |
| INSCRIPTION CAPITAL, LLC | 04/20/2026 | 81.13 K | $1.11 M | 0.00% | 0.12% |
| XTX TOPCO LTD | 05/15/2026 | 79.99 K | $1.10 M | -11.20% | 0.11% |
| CITADEL ADVISORS LLC | 05/15/2026 | 77.75 K | $1.07 M | 34.49% | 0.11% |
| CONFLUENCE INVESTMENT MANAGEMENT LLC | 04/01/2026 | 74.97 K | $1.03 M | 61.53% | 0.11% |
| HENNION & WALSH ASSET MANAGEMENT, INC. | 05/13/2026 | 68.31 K | $937.23 K | 37.88% | 0.10% |
| ROYAL BANK OF CANADA | 05/15/2026 | 67.56 K | $927.00 K | 62.81% | 0.10% |
| CERITY PARTNERS LLC | 05/15/2026 | 67.20 K | $922.00 K | 48.99% | 0.10% |
| BROWN ADVISORY INC | 05/15/2026 | 61.76 K | $847.31 K | 72.02% | 0.09% |
| 05/06/2026 | 59.09 K | $810.70 K | 0.00% | 0.08% | |
| SEI INVESTMENTS CO | 05/13/2026 | 53.18 K | $729.66 K | 100.00% | 0.08% |
| ACCREDITED INVESTORS INC. | 04/30/2026 | 50.90 K | $698.32 K | 0.00% | 0.07% |
| STIFEL FINANCIAL CORP | 05/12/2026 | 46.90 K | $643.41 K | -0.59% | 0.07% |
| QUANTINNO CAPITAL MANAGEMENT LP | 05/15/2026 | 43.84 K | $601.43 K | 0.00% | 0.06% |
| BELPOINTE ASSET MANAGEMENT LLC | 04/28/2026 | 38.17 K | $523.67 K | 109.95% | 0.05% |
| 05/11/2026 | 35.86 K | $491.93 K | -51.02% | 0.05% | |
| HIGHTOWER ADVISORS, LLC | 05/05/2026 | 33.27 K | $456.49 K | 100.00% | 0.05% |
| APOLLON WEALTH MANAGEMENT, LLC | 04/22/2026 | 31.35 K | $430.18 K | 0.00% | 0.04% |
| TRUIST FINANCIAL CORP | 04/27/2026 | 25.12 K | $344.63 K | 2.95% | 0.04% |
| MILLENNIUM MANAGEMENT LLC | 05/15/2026 | 22.73 K | $311.84 K | -91.07% | 0.03% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 05/15/2026 | 21.23 K | $291.29 K | 84.92% | 0.03% |
| TT CAPITAL MANAGEMENT LLC | 05/12/2026 | 21.10 K | $289.49 K | -1.86% | 0.03% |
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Kayne Anderson BDC Inc institutional Ownership - FAQ's
During the previous two years, 105 institutional investors and hedge funds held shares of Kayne Anderson BDC Inc. The most heavily invested institutionals were:
Koch, Inc.: 12.18 M
STATE OF MICHIGAN RETIREMENT SYSTEM: 6.57 M
BANK OF AMERICA CORP /DE/: 5.57 M
Pathstone Holdings, LLC: 1.12 M
FRANKLIN RESOURCES INC: 752,186
UBS Group AG: 647,488
52.34% of Kayne Anderson BDC Inc stock is owned by institutional investors.
Institutional investors have bought a total of 34.25 M shares in the last 24 months. This purchase volume represents approximately $472.65 M in transactions.