Kayne Anderson BDC Inc Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| KOCH, INC. | 08/13/2026 | 10.49 M | $141.86 M | -13.93% | 15.80% |
| STATE OF MICHIGAN RETIREMENT SYSTEM | 07/30/2026 | 6.57 M | $88.85 M | 0.00% | 9.90% |
| HF CAPITAL, LLC | 08/11/2026 | 2.22 M | $29.99 M | -5.47% | 3.34% |
| PATHSTONE HOLDINGS, LLC | 08/13/2026 | 1.06 M | $14.38 M | -4.93% | 1.60% |
| RUSSELL INVESTMENTS GROUP, LTD. | 08/06/2026 | 796.32 K | $10.77 M | 44.31% | 1.20% |
| FRANKLIN RESOURCES INC | 08/13/2026 | 779.76 K | $10.55 M | 3.67% | 1.18% |
| UBS GROUP AG | 08/13/2026 | 747.23 K | $10.11 M | 15.40% | 1.13% |
| VAN ECK ASSOCIATES CORP | 08/14/2026 | 669.89 K | $9.06 M | 11.94% | 1.01% |
| MORGAN STANLEY | 08/13/2026 | 662.12 K | $8.96 M | 44.55% | 1.00% |
| REQUISITE CAPITAL MANAGEMENT, LLC | 08/07/2026 | 645.13 K | $8.99 M | 6.50% | 0.97% |
| COLUMBUS MACRO, LLC | 07/22/2026 | 610.74 K | $8.26 M | 100.00% | 0.92% |
| ENVESTNET ASSET MANAGEMENT INC | 08/03/2026 | 608.96 K | $8.24 M | 100.00% | 0.92% |
| CETERA INVESTMENT ADVISERS | 08/12/2026 | 590.50 K | $7.99 M | 100.00% | 0.89% |
| KENNEDY CAPITAL MANAGEMENT LLC | 08/14/2026 | 385.00 K | $5.21 M | -1.57% | 0.58% |
| SAGE MOUNTAIN ADVISORS LLC | 08/05/2026 | 353.27 K | $4.78 M | -15.50% | 0.53% |
| AMERICAN FINANCIAL GROUP INC | 08/12/2026 | 283.90 K | $3.84 M | 37.88% | 0.43% |
| HB WEALTH MANAGEMENT, LLC | 07/29/2026 | 280.19 K | $3.79 M | 19.06% | 0.42% |
| RENAISSANCE TECHNOLOGIES LLC | 08/13/2026 | 250.83 K | $3.39 M | 72.60% | 0.38% |
| WELLS FARGO & COMPANY/MN | 08/14/2026 | 239.14 K | $3.24 M | 5.63% | 0.36% |
| BLACKROCK, INC. | 08/07/2026 | 235.87 K | $3.19 M | -2.35% | 0.36% |
| AG ASSET ADVISORY, LLC | 08/03/2026 | 203.30 K | $2.75 M | 0.00% | 0.31% |
| HRT FINANCIAL LP | 08/14/2026 | 186.49 K | $2.52 M | 52.39% | 0.28% |
| CI PRIVATE WEALTH, LLC | 08/27/2026 | 183.88 K | $2.49 M | -51.29% | 0.28% |
| ACTIVEST WEALTH MANAGEMENT | 07/16/2026 | 149.14 K | $2.02 M | -39.61% | 0.22% |
| CENTRIC WEALTH MANAGEMENT | 08/06/2026 | 131.58 K | $2.00 M | 0.00% | 0.20% |
| CITADEL ADVISORS LLC | 09/02/2026 | 129.63 K | $1.75 M | 66.73% | 0.20% |
| BANK OF AMERICA CORP /DE/ | 08/14/2026 | 124.59 K | $1.69 M | -97.76% | 0.19% |
| DBA TRADING, LLC | 07/20/2026 | 122.00 K | $1.67 M | 0.00% | 0.18% |
| MILLENNIUM MANAGEMENT LLC | 08/14/2026 | 104.23 K | $1.41 M | 358.56% | 0.16% |
| CALLODINE CAPITAL MANAGEMENT, LP | 08/14/2026 | 101.38 K | $1.37 M | -65.25% | 0.15% |
| ADAMS ASSET ADVISORS, LLC | 07/14/2026 | 101.16 K | $1.37 M | 397.34% | 0.15% |
| HENNION & WALSH ASSET MANAGEMENT, INC. | 07/08/2026 | 99.76 K | $1.35 M | 46.03% | 0.15% |
| STATE STREET CORP | 08/07/2026 | 97.94 K | $1.36 M | 17.84% | 0.15% |
| CRESSET ASSET MANAGEMENT, LLC | 08/14/2026 | 95.14 K | $1.33 M | 0.00% | 0.14% |
| SLATESTONE WEALTH, LLC | 07/20/2026 | 94.64 K | $1.28 M | 0.00% | 0.14% |
| STIFEL FINANCIAL CORP | 08/12/2026 | 83.19 K | $1.13 M | 77.38% | 0.13% |
| INSCRIPTION CAPITAL, LLC | 08/13/2026 | 81.13 K | $1.10 M | 0.00% | 0.12% |
| CLOSED-END FUND ADVISORS, INC. | 07/27/2026 | 78.50 K | $1.06 M | 118.94% | 0.12% |
| COMMONWEALTH EQUITY SERVICES, LLC | 07/29/2026 | 75.19 K | $1.02 M | 100.00% | 0.11% |
| CONFLUENCE INVESTMENT MANAGEMENT LLC | 07/01/2026 | 74.82 K | $1.01 M | -0.19% | 0.11% |
| ROYAL BANK OF CANADA | 08/14/2026 | 70.21 K | $950.00 K | 3.92% | 0.11% |
| CERITY PARTNERS LLC | 08/14/2026 | 67.82 K | $917.62 K | 0.92% | 0.10% |
| BROWN ADVISORY INC | 08/14/2026 | 64.60 K | $873.97 K | 4.60% | 0.10% |
| LEGACY WEALTH ADVISORS, LLC | 08/14/2026 | 59.09 K | $799.48 K | 0.00% | 0.09% |
| ACCREDITED INVESTORS INC. | 07/21/2026 | 50.90 K | $688.65 K | 0.00% | 0.08% |
| ADVISOR GROUP HOLDINGS, INC. | 08/14/2026 | 44.68 K | $604.47 K | 309.83% | 0.07% |
| QUANTINNO CAPITAL MANAGEMENT LP | 08/13/2026 | 43.84 K | $593.10 K | 0.00% | 0.07% |
| KOVACK ADVISORS, INC. | 07/29/2026 | 41.92 K | $567.20 K | 100.00% | 0.06% |
| BELPOINTE ASSET MANAGEMENT LLC | 07/31/2026 | 41.61 K | $562.98 K | 9.02% | 0.06% |
| UMB BANK, N.A. | 08/13/2026 | 37.17 K | $502.84 K | 100.00% | 0.06% |
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Kayne Anderson BDC Inc institutional Ownership - FAQ's
During the previous two years, 116 institutional investors and hedge funds held shares of Kayne Anderson BDC Inc. The most heavily invested institutionals were:
Koch, Inc.: 10.49 M
STATE OF MICHIGAN RETIREMENT SYSTEM: 6.57 M
HF Capital, LLC: 2.22 M
Pathstone Holdings, LLC: 1.06 M
Russell Investments Group, Ltd.: 796,324
FRANKLIN RESOURCES INC: 779,757
48.20% of Kayne Anderson BDC Inc stock is owned by institutional investors.
Institutional investors have bought a total of 32.05 M shares in the last 24 months. This purchase volume represents approximately $442.34 M in transactions.