Kayne Anderson BDC, Inc. Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| KOCH, INC. | 11/12/2025 | 12.18 M | $162.26 M | 0.00% | 17.18% |
| BANK OF AMERICA CORP /DE/ | 11/14/2025 | 5.21 M | $69.41 M | 13.37% | 7.35% |
| MERIT FINANCIAL GROUP, LLC | 11/07/2025 | 1.74 M | $23.15 M | 0.00% | 2.45% |
| PATHSTONE HOLDINGS, LLC | 11/13/2025 | 1.45 M | $19.26 M | 612.79% | 2.04% |
| SAGE MOUNTAIN ADVISORS LLC | 10/29/2025 | 1.06 M | $14.10 M | 13.76% | 1.49% |
| REQUISITE CAPITAL MANAGEMENT, LLC | 11/12/2025 | 756.96 K | $10.39 M | -10.18% | 1.07% |
| CI PRIVATE WEALTH, LLC | 11/14/2025 | 527.77 K | $7.03 M | -1.82% | 0.74% |
| BLACKROCK, INC. | 11/12/2025 | 453.83 K | $6.05 M | 4,652.18% | 0.64% |
| CALLODINE CAPITAL MANAGEMENT, LP | 11/13/2025 | 400.00 K | $5.33 M | 18.44% | 0.56% |
| KEEBECK WEALTH MANAGEMENT, LLC | 11/14/2025 | 342.79 K | $4.70 M | -14.81% | 0.48% |
| FRANKLIN RESOURCES INC | 11/13/2025 | 308.22 K | $4.11 M | 37.81% | 0.43% |
| RIVERNORTH CAPITAL MANAGEMENT, LLC | 11/14/2025 | 273.61 K | $3.64 M | 100.00% | 0.39% |
| HB WEALTH MANAGEMENT, LLC | 10/23/2025 | 220.29 K | $2.93 M | 12.01% | 0.31% |
| MORGAN STANLEY | 11/14/2025 | 214.36 K | $2.86 M | 29.59% | 0.30% |
| AG ASSET ADVISORY, LLC | 11/06/2025 | 203.30 K | $2.71 M | 100.00% | 0.29% |
| RENAISSANCE TECHNOLOGIES LLC | 11/13/2025 | 158.56 K | $2.11 M | -46.16% | 0.22% |
| UBS GROUP AG | 11/13/2025 | 158.02 K | $2.10 M | -33.08% | 0.22% |
| SLATESTONE WEALTH, LLC | 11/05/2025 | 149.97 K | $2.00 M | -1.99% | 0.21% |
| CENTRIC WEALTH MANAGEMENT | 11/04/2025 | 143.37 K | $2.06 M | -11.32% | 0.20% |
| EQUITEC PROPRIETARY MARKETS, LLC | 11/26/2025 | 122.00 K | $1.63 M | 0.00% | 0.17% |
| NORTH GROUND CAPITAL | 10/29/2025 | 100.00 K | $1.33 M | 100.00% | 0.14% |
| CRESSET ASSET MANAGEMENT, LLC | 11/12/2025 | 93.54 K | $1.28 M | 0.00% | 0.13% |
| MILLENNIUM MANAGEMENT LLC | 11/14/2025 | 83.08 K | $1.11 M | -38.20% | 0.12% |
| INSCRIPTION CAPITAL, LLC | 10/29/2025 | 81.13 K | $1.08 M | 0.00% | 0.11% |
| WELLS FARGO & COMPANY/MN | 11/13/2025 | 79.54 K | $1.06 M | 11.24% | 0.11% |
| HRT FINANCIAL LP | 11/14/2025 | 70.00 K | $932.00 K | -2.57% | 0.10% |
| MAGNETAR FINANCIAL LLC | 11/13/2025 | 66.41 K | $884.62 K | 100.00% | 0.09% |
| CERITY PARTNERS LLC | 10/22/2025 | 66.40 K | $884.46 K | -53.60% | 0.09% |
| MAREX GROUP PLC | 11/14/2025 | 56.10 K | $747.23 K | 199.99% | 0.08% |
| INVESCO LTD. | 11/13/2025 | 55.65 K | $741.23 K | 23.49% | 0.08% |
| ALPINE GLOBAL MANAGEMENT, LLC | 11/14/2025 | 53.00 K | $705.96 K | 100.00% | 0.07% |
| ACCELERATE INVESTMENT ADVISORS LLC | 10/14/2025 | 51.80 K | $689.93 K | -17.45% | 0.07% |
| ACCREDITED INVESTORS INC. | 10/30/2025 | 50.90 K | $677.96 K | 24.88% | 0.07% |
| CONFLUENCE INVESTMENT MANAGEMENT LLC | 10/14/2025 | 49.86 K | $664.07 K | -11.13% | 0.07% |
| MQS MANAGEMENT LLC | 11/06/2025 | 45.60 K | $607.37 K | 100.00% | 0.06% |
| HENNION & WALSH ASSET MANAGEMENT, INC. | 10/22/2025 | 40.48 K | $539.21 K | 100.00% | 0.06% |
| APOLLON WEALTH MANAGEMENT, LLC | 10/17/2025 | 36.35 K | $484.24 K | 0.00% | 0.05% |
| BROWN ADVISORY INC | 11/14/2025 | 35.90 K | $478.20 K | 0.00% | 0.05% |
| ZUCKERMAN INVESTMENT GROUP, LLC | 11/13/2025 | 35.00 K | $466.20 K | 16.67% | 0.05% |
| BIP WEALTH, LLC | 10/30/2025 | 30.42 K | $405.25 K | 0.00% | 0.04% |
| NEUBERGER BERMAN GROUP LLC | 11/12/2025 | 30.00 K | $399.60 K | 100.00% | 0.04% |
| BALYASNY ASSET MANAGEMENT L.P. | 11/14/2025 | 27.75 K | $369.64 K | 100.00% | 0.04% |
| VOLEON CAPITAL MANAGEMENT LP | 11/14/2025 | 25.88 K | $344.71 K | 100.00% | 0.04% |
| PROMUS CAPITAL, LLC | 11/13/2025 | 24.88 K | $331.42 K | 0.00% | 0.04% |
| TRUIST FINANCIAL CORP | 11/03/2025 | 24.40 K | $325.00 K | 0.00% | 0.03% |
| ROCKEFELLER CAPITAL MANAGEMENT L.P. | 11/14/2025 | 23.01 K | $306.44 K | 100.00% | 0.03% |
| COMMONWEALTH EQUITY SERVICES, LLC | 10/22/2025 | 22.81 K | $304.00 K | 2.49% | 0.03% |
| QUADRATURE CAPITAL LTD | 11/13/2025 | 22.66 K | $301.25 K | 100.00% | 0.03% |
| NEWEDGE ADVISORS, LLC | 11/17/2025 | 21.07 K | $280.61 K | 0.00% | 0.03% |
| ROYAL BANK OF CANADA | 11/14/2025 | 21.00 K | $280.00 K | 183.81% | 0.03% |
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Kayne Anderson BDC, Inc. institutional Ownership - FAQ's
During the previous two years, 93 institutional investors and hedge funds held shares of Kayne Anderson BDC, Inc.. The most heavily invested institutionals were:
Koch, Inc.: 12.18 M
BANK OF AMERICA CORP /DE/: 5.21 M
Merit Financial Group, LLC: 1.74 M
Pathstone Holdings, LLC: 1.45 M
Sage Mountain Advisors LLC: 1.06 M
Requisite Capital Management, LLC: 756,955
39.34% of Kayne Anderson BDC, Inc. stock is owned by institutional investors.
Institutional investors have bought a total of 27.89 M shares in the last 24 months. This purchase volume represents approximately $378.78 M in transactions.