DaveManuel.com · Institutional Ownership · Who Owns It
KAYNE ANDERSON BDC INC (KBDC)
Institutional ownership reported to the SEC as of Q2 2026, across 10 quarters.
94
Reporting holders
$433.3M
Reported value
48.4%
Of shares outstanding
0.0%
Calls
0.0%
Puts
+0
Holder change
Institutions report 31,979,595 shares against 66,037,810 outstanding. Shares only - option lines are excluded, which is why this can be compared with the company at all. The count comes from the cover page of the company's own most recent report, so it is dated when that was filed rather than at quarter end.
Calls and puts are the parts of reported value carried in derivative lines rather than shares, and they point in opposite directions: a manager holding calls is positioned for the security, one holding puts against it - or hedging shares they already own, which is why index funds carry so many. Most sites add the two together and report one figure, which averages away the only interesting part.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| Koch, Inc. | $141.9M | 10,485,004 | 12.96% | 5q | -13.9%-$23.0M |
| STATE OF MICHIGAN RETIREMENT SYSTEM | $88.8M | 6,566,762 | 0.39% | 3q | HELD |
| HF Capital, LLC | $30.0M | 2,216,905 | 10.11% | 3q | -5.5%-$1.7M |
| Pathstone Holdings, LLC | $14.4M | 1,063,041 | 0.04% | 7q | -4.9%-$746.0K |
| Russell Investments Group, Ltd. | $10.8M | 796,324 | 0.01% | 3q | +44.3%+$3.3M |
| FRANKLIN RESOURCES INC | $10.6M | 779,757 | 0.00% | 9q | +3.7%+$373.0K |
| UBS Group AG | $10.1M | 747,232 | 0.00% | 9q | +15.4%+$1.3M |
| VAN ECK ASSOCIATES CORP | $9.1M | 669,889 | 0.01% | 3q | +11.9%+$966.7K |
| Requisite Capital Management, LLC | $9.0M | 645,130 | 1.49% | 7q | +6.5%+$548.6K |
| MORGAN STANLEY | $9.0M | 662,123 | 0.00% | 9q | +44.5%+$2.8M |
| Columbus Macro, LLC | $8.3M | 610,736 | 0.80% | new | NEW |
| ENVESTNET ASSET MANAGEMENT INC | $8.2M | 608,963 | 0.00% | new | NEW |
| Cetera Investment Advisers | $8.0M | 590,495 | 0.01% | new | NEW |
| KENNEDY CAPITAL MANAGEMENT LLC | $5.2M | 384,999 | 0.09% | 2q | -1.6%-$83.0K |
| Sage Mountain Advisors LLC | $4.8M | 353,274 | 0.29% | 7q | -15.5%-$876.6K |
| AMERICAN FINANCIAL GROUP INC | $3.8M | 283,903 | 1.35% | 2q | +37.9%+$1.1M |
| HB Wealth Management, LLC | $3.8M | 280,189 | 0.02% | 7q | +19.1%+$606.8K |
| RENAISSANCE TECHNOLOGIES LLC | $3.4M | 250,829 | 0.00% | 8q | +72.6%+$1.4M |
| WELLS FARGO & COMPANY/MN | $3.2M | 239,142 | 0.00% | 8q | +5.6%+$172.4K |
| BlackRock, Inc. | $3.2M | 235,871 | 0.00% | 7q | -2.3%-$76.6K |
| AG Asset Advisory, LLC | $2.8M | 203,300 | 2.22% | 4q | HELD |
| HRT FINANCIAL LP | $2.5M | 186,489 | 0.00% | 2q | +52.4%+$867.3K |
| Corient Private Wealth LP | $2.5M | 183,877 | 0.00% | 7q | -51.3%-$2.6M |
| Activest Wealth Management | $2.0M | 149,137 | 0.39% | 3q | -39.6%-$1.3M |
| Centric Wealth Management | $2.0M | 131,578 | 0.31% | 7q | HELD |
| CITADEL ADVISORS LLC | $1.8M | 129,630 | 0.00% | 3q | +66.7%+$701.9K |
| BANK OF AMERICA CORP /DE/ | $1.7M | 124,586 | 0.00% | 9q | -97.8%-$73.6M |
| DBA TRADING, LLC | $1.7M | 121,998 | 0.84% | 2q | HELD |
| MILLENNIUM MANAGEMENT LLC | $1.4M | 104,225 | 0.00% | 9q | +358.6%+$1.1M |
| Callodine Capital Management, LP | $1.4M | 101,375 | 0.09% | 9q | -65.3%-$2.6M |
| Adams Asset Advisors, LLC | $1.4M | 101,163 | 0.16% | 3q | +397.3%+$1.1M |
| STATE STREET CORP | $1.4M | 97,936 | 0.00% | 2q | +17.8%+$206.5K |
| Hennion & Walsh Asset Management, Inc. | $1.3M | 99,755 | 0.04% | 4q | +46.0%+$425.4K |
| Cresset Asset Management, LLC | $1.3M | 95,136 | 0.00% | 6q | HELD |
| SlateStone Wealth, LLC | $1.3M | 94,644 | 0.10% | 7q | HELD |
| STIFEL FINANCIAL CORP | $1.1M | 83,186 | 0.00% | 5q | +77.4%+$491.0K |
| Inscription Capital, LLC | $1.1M | 81,132 | 0.10% | 5q | HELD |
| Closed-End Fund Advisors, Inc. | $1.1M | 78,501 | 1.04% | 3q | +118.9%+$577.0K |
| COMMONWEALTH EQUITY SERVICES, LLC | $1.0M | 75,193 | 0.00% | new | NEW |
| CONFLUENCE INVESTMENT MANAGEMENT LLC | $1.0M | 74,821 | 0.02% | 9q | HELD |
| ROYAL BANK OF CANADA | $950.0K | 70,209 | 0.00% | 9q | +3.9%+$35.8K |
| Cerity Partners LLC | $917.6K | 67,820 | 0.00% | 7q | +0.9%+$8.4K |
| BROWN ADVISORY INC | $874.0K | 64,595 | 0.00% | 9q | +4.6%+$38.4K |
| Legacy Wealth Advisors, LLC | $799.5K | 59,089 | 0.35% | 3q | HELD |
| Accredited Investors Inc. | $688.6K | 50,898 | 0.03% | 7q | HELD |
| OSAIC HOLDINGS, INC. | $604.5K | 44,676 | 0.00% | 7q | +309.8%+$457.0K |
| Quantinno Capital Management LP | $593.1K | 43,836 | 0.00% | 3q | HELD |
| Kovack Advisors, Inc. | $567.2K | 41,922 | 0.03% | new | NEW |
| Belpointe Asset Management LLC | $563.0K | 41,610 | 0.02% | 3q | +9.0%+$46.6K |
| UMB Bank, n.a. | $502.8K | 37,165 | 0.01% | new | NEW |
| XTX Topco Ltd | $498.7K | 36,857 | 0.01% | 3q | -53.9%-$583.6K |
| Dynamic Technology Lab Private Ltd | $458.0K | 33,872 | 0.10% | 3q | +84.3%+$209.5K |
| RAYMOND JAMES FINANCIAL INC | $428.1K | 31,640 | 0.00% | new | NEW |
| Apollon Wealth Management, LLC | $424.2K | 31,354 | 0.01% | 7q | HELD |
| JANE STREET GROUP, LLC | $406.4K | 30,035 | 0.00% | 2q | -84.2%-$2.2M |
| TCTC Holdings, LLC | $403.3K | 29,805 | 0.01% | 5q | +150.0%+$242.0K |
| HighTower Advisors, LLC | $357.7K | 26,441 | 0.00% | 2q | -20.5%-$92.4K |
| TRUIST FINANCIAL CORP | $344.5K | 25,459 | 0.00% | 5q | +1.4%+$4.6K |
| SEI INVESTMENTS CO | $332.6K | 24,580 | 0.00% | 2q | -53.8%-$387.0K |
| Invesco Ltd. | $318.5K | 23,537 | 0.00% | 7q | +53.2%+$110.6K |
| Squarepoint Ops LLC | $307.2K | 22,705 | 0.00% | 3q | +126.1%+$171.3K |
| EAGLE GLOBAL ADVISORS LLC | $291.6K | 21,550 | 0.01% | new | NEW |
| NewEdge Advisors, LLC | $285.0K | 21,067 | 0.00% | 6q | HELD |
| Platt Wealth Management LLC | $271.0K | 20,079 | 0.22% | 3q | HELD |
| Birchview Capital, LP | $270.6K | 20,000 | 0.13% | 3q | HELD |
| TT Capital Management LLC | $270.6K | 20,000 | 0.21% | 3q | -5.2%-$14.9K |
| WOODLEY FARRA MANION PORTFOLIO MANAGEMENT INC | $257.0K | 18,447 | 0.01% | 6q | HELD |
| Brevan Howard Capital Management LP | $231.2K | 17,085 | 0.00% | 2q | +37.4%+$62.9K |
| CARY STREET PARTNERS FINANCIAL LLC | $223.0K | 16,480 | 0.00% | 2q | +13.8%+$27.1K |
| Generali Investments CEE, investicni spolecnost, a.s. | $214.2K | 15,835 | 0.01% | 6q | HELD |
| Advisors Asset Management, Inc. | $212.8K | 15,730 | 0.00% | new | NEW |
| Veery Capital, LLC | $201.6K | 14,901 | 0.05% | 5q | HELD |
| PRICE T ROWE ASSOCIATES INC /MD/ | $195.0K | 14,407 | 0.00% | 3q | -10.8%-$23.7K |
| Virtu Financial LLC | $190.0K | 14,036 | 0.01% | new | NEW |
| Rockefeller Capital Management L.P. | $176.0K | 13,006 | 0.00% | 4q | HELD |
| Balentine LLC | $161.3K | 11,922 | 0.01% | 5q | HELD |
| Sovereign Financial Group, Inc. | $156.3K | 11,555 | 0.02% | 2q | +2.1%+$3.2K |
| Windsor Advisory Group, LLC | $151.8K | 11,222 | 0.11% | new | NEW |
| Baird Financial Group, Inc. | $146.9K | 10,859 | 0.00% | new | NEW |
| Forvis Mazars Wealth Advisors, LLC | $142.1K | 10,504 | 0.00% | 5q | HELD |
| Advisory Services Network, LLC | $138.9K | 10,267 | 0.00% | 5q | +0.5% |
| D. E. Shaw & Co., Inc. | $137.6K | 10,167 | 0.00% | 2q | -30.8%-$61.2K |
| nVerses Capital, LLC | $136.7K | 10,104 | 0.21% | 2q | -14.9%-$23.9K |
| KAVAR CAPITAL PARTNERS GROUP, LLC | $135.3K | 10,000 | 0.02% | new | NEW |
| Security National Bank | $59.6K | 4,404 | 0.01% | 6q | HELD |
| Quantbot Technologies LP | $53.0K | 3,918 | 0.00% | new | NEW |
| BNP PARIBAS FINANCIAL MARKETS | $32.5K | 2,400 | 0.00% | 5q | -78.0%-$115.1K |
| Fourth Dimension Wealth, LLC | $13.5K | 1,000 | 0.00% | new | NEW |
| BFC Planning, Inc. | $13.5K | 1,000 | 0.00% | 3q | HELD |
| Founders Capital Management | $10.8K | 800 | 0.00% | 4q | HELD |
| Clearstead Advisors, LLC | $4.1K | 300 | 0.00% | new | NEW |
| Roxbury Financial LLC | $2.3K | 168 | 0.00% | new | NEW |
| Caitong International Asset Management Co., Ltd | $460 | 34 | 0.00% | 3q | +25.9% |
| JPMORGAN CHASE & CO | $181 | 13 | 0.00% | 6q | HELD |
What the insiders did
Open market purchases and sales reported on Form 4 in the last 180 days. Grants, option exercises and shares surrendered to cover tax are left out: they are compensation rather than a decision to buy or sell. Where a broker filled one order in tranches the lines are summed, because it was one decision.
Officers and directors
| Date | Insider | Role | Side | Shares | Value |
|---|---|---|---|---|---|
| 2026-09-16 | ROBO JAMES L | Director | Bought | 340,000 | $4.4M |
| 2026-09-28 | ROBO JAMES L | Director | Bought | 146,755 | $1.9M |
| 2026-09-24 | ROBO JAMES L | Director | Bought | 105,000 | $1.4M |
| 2026-09-23 | ROBO JAMES L | Director | Bought | 94,120 | $1.2M |
| 2026-09-14 | ROBO JAMES L | Director | Bought | 60,000 | $781.0K |
| 2026-09-22 | ROBO JAMES L | Director | Bought | 20,841 | $273.7K |
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q3 2026 | 17 | $101.0M | 8,039,573 | 2 | 4 | 3 | 0.0% |
| Q2 2026 | 94 | $433.3M | 31,979,595 | 17 | 33 | 19 | 0.0% |
| Q1 2026 | 94 | $504.6M | 36,773,552 | 19 | 22 | 21 | 0.0% |
| Q4 2025 | 88 | $531.7M | 37,097,977 | 24 | 15 | 24 | 0.0% |
| Q3 2025 | 83 | $371.7M | 27,854,397 | 24 | 20 | 17 | 0.0% |
| Q2 2025 | 70 | $382.2M | 25,002,668 | 19 | 41 | 5 | 0.0% |
| Q1 2025 | 62 | $101.4M | 6,234,539 | 22 | 28 | 8 | 0.0% |
| Q4 2024 | 47 | $67.0M | 4,046,219 | 30 | 10 | 2 | 0.0% |
| Q3 2024 | 20 | $23.7M | 1,465,527 | 7 | 7 | 3 | 0.0% |
| Q2 2024 | 16 | $22.2M | 1,392,869 | 16 | 0 | 0 | 0.0% |