KAYNE ANDERSON BDC INC (KBDC) Top Institutional Shareholders
KAYNE ANDERSON BDC INC (KBDC) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended March 31, 2026. The institutional investors covered on this page collectively reported approximately $492.86M in KBDC holdings during the latest filing period.
Koch, Inc. is currently the largest disclosed institutional shareholder of KBDC tracked by InsiderSet, reporting ownership valued at approximately $167.13M in its March 31, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $168.47M, representing an estimated gain of +0.80% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 86% of the total disclosed KBDC value among the investors covered in this analysis. Major shareholders include Koch, Inc., State Of Michigan Retirement System, Bank Of America Corp, and several other long-term asset managers with concentrated positions in KAYNE ANDERSON BDC INC (KBDC).
This page ranks the largest institutional KBDC shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
91
Total Reported Value
$492.86M
Largest Holder
Koch, Inc.
Largest Position
$167.13M
Insider Transactions (90d)
0
Latest Filing Quarter
Q1 2026
New Institutional Positions
104
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Koch, Inc. | 18.13% | 12,181,351 | $167,128,136 | $168,468,084 | +$1,339,948 | +0.80% | |
| State Of Michigan Retirement System | 0.48% | 6,566,762 | $90,095,975 | $90,818,318 | +$722,343 | +0.80% | |
| Bank Of America Corp | 0.01% | 5,565,223 | $76,354,859 | $76,967,034 | +$612,175 | +0.80% | |
| Hf Capital, Llc | 13.45% | 2,345,065 | $32,174,292 | $32,432,249 | +$257,957 | +0.80% | |
| Pathstone Holdings, Llc | 0.06% | 1,118,178 | $15,341,400 | $15,464,402 | +$123,002 | +0.80% | |
| Franklin Resources Inc | 0.00% | 752,186 | $10,319,992 | $10,402,732 | +$82,740 | +0.80% | |
| Ubs Group Ag | 0.00% | 647,488 | $8,883,535 | $8,954,759 | +$71,224 | +0.80% | |
| Requisite Capital Management, Llc | 1.59% | 605,745 | $8,553,123 | $8,377,453 | -$175,670 | -2.05% | |
| Russell Investments Group, Ltd. | 0.01% | 551,820 | $7,570,970 | $7,631,671 | +$60,701 | +0.80% | |
| Morgan Stanley | 0.00% | 458,060 | $6,284,583 | $6,334,970 | +$50,387 | +0.80% | |
| Sage Mountain Advisors Llc | 0.40% | 418,062 | $5,735,811 | $5,781,797 | +$45,986 | +0.80% | |
| Kennedy Capital Management Llc | 0.11% | 391,133 | $5,366,345 | $5,409,369 | +$43,024 | +0.80% | |
| Corient Private Wealth Llc | 0.01% | 377,462 | $4,754,725 | $5,220,299 | +$465,574 | +9.79% | |
| Callodine Capital Management, Lp | 0.28% | 291,741 | $4,002,687 | $4,034,778 | +$32,091 | +0.80% | |
| Activest Wealth Management | 0.60% | 246,966 | $3,388,379 | $3,415,540 | +$27,161 | +0.80% | |
| Blackrock, Inc. | 0.00% | 241,535 | $3,313,860 | $3,340,429 | +$26,569 | +0.80% | |
| Hb Wealth Management, Llc | 0.02% | 235,341 | $3,228,880 | $3,254,766 | +$25,886 | +0.80% | |
| Wells Fargo & Company/Mn | 0.00% | 226,400 | $3,106,201 | $3,131,112 | +$24,911 | +0.80% | |
| American Financial Group Inc | 1.06% | 205,903 | $2,824,989 | $2,847,638 | +$22,649 | +0.80% | |
| Ag Asset Advisory, Llc | 2.31% | 203,300 | $2,789,276 | $2,811,639 | +$22,363 | +0.80% | |
| Jane Street Group, Llc | 0.00% | 189,715 | $2,602,890 | $2,623,758 | +$20,868 | +0.80% | |
| Centric Wealth Management | 0.40% | 131,578 | $1,997,354 | $1,819,724 | -$177,630 | -8.89% | |
| Renaissance Technologies LLC | Jim Simons | 0.00% | 145,322 | $1,993,818 | $2,009,803 | +$15,985 | +0.80% |
| Dba Trading, Llc | 0.83% | 121,998 | $1,673,813 | $1,687,232 | +$13,419 | +0.80% | |
| Cresset Asset Management, Llc | 0.01% | 95,136 | $1,343,320 | $1,315,731 | -$27,589 | -2.05% | |
| State Street Corp | 0.00% | 83,110 | $1,173,267 | $1,149,411 | -$23,856 | -2.03% | |
| Inscription Capital, Llc | 0.12% | 81,132 | $1,113,131 | $1,122,056 | +$8,925 | +0.80% | |
| Xtx Topco Ltd | 0.02% | 79,990 | $1,097,463 | $1,106,262 | +$8,799 | +0.80% | |
| Citadel Advisors Llc | 0.00% | 77,749 | $1,066,716 | $1,075,269 | +$8,553 | +0.80% | |
| Confluence Investment Management Llc | 0.02% | 74,967 | $1,028,547 | $1,036,794 | +$8,247 | +0.80% | |
| Hennion & Walsh Asset Management, Inc. | 0.03% | 68,311 | $937,227 | $944,741 | +$7,514 | +0.80% | |
| Royal Bank Of Canada | 0.00% | 67,563 | $927,000 | $934,396 | +$7,396 | +0.80% | |
| Cerity Partners Llc | 0.00% | 67,201 | $922,003 | $929,390 | +$7,387 | +0.80% | |
| Brown Advisory Inc | 0.00% | 61,757 | $847,306 | $854,099 | +$6,793 | +0.80% | |
| Legacy Wealth Advisors, Llc | 0.41% | 59,089 | $810,702 | $817,201 | +$6,499 | +0.80% | |
| Sei Investments Co | 0.00% | 53,182 | $729,658 | $735,507 | +$5,849 | +0.80% | |
| Accredited Investors Inc. | 0.04% | 50,898 | $698,321 | $703,919 | +$5,598 | +0.80% | |
| Stifel Financial Corp | 0.00% | 46,896 | $643,413 | $648,572 | +$5,159 | +0.80% | |
| Quantinno Capital Management Lp | 0.00% | 43,836 | $601,430 | $606,252 | +$4,822 | +0.80% | |
| Belpointe Asset Management Llc | 0.02% | 38,168 | $523,665 | $527,863 | +$4,198 | +0.80% | |
| Closed-End Fund Advisors, Inc. | 0.50% | 35,855 | $491,931 | $495,875 | +$3,944 | +0.80% | |
| Hightower Advisors, Llc | 0.00% | 33,272 | $456,492 | $460,152 | +$3,660 | +0.80% | |
| Apollon Wealth Management, Llc | 0.01% | 31,354 | $430,177 | $433,626 | +$3,449 | +0.80% | |
| Arcus Capital Partners, Llc | 0.06% | 24,750 | $346,995 | $342,293 | -$4,703 | -1.36% | |
| Truist Financial Corp | 0.00% | 25,119 | $344,633 | $347,396 | +$2,763 | +0.80% | |
| Millennium Management Llc | 0.00% | 22,729 | $311,842 | $314,342 | +$2,500 | +0.80% | |
| Susquehanna International Group, Llp | 0.00% | 21,231 | $291,289 | $293,625 | +$2,336 | +0.80% | |
| Tt Capital Management Llc | 0.24% | 21,100 | $289,492 | $291,813 | +$2,321 | +0.80% | |
| Adams Asset Advisors, Llc | 0.03% | 20,341 | $279,079 | $281,316 | +$2,237 | +0.80% | |
| Birchview Capital, Lp | 0.16% | 20,000 | $274,400 | $276,600 | +$2,200 | +0.80% |
Frequently asked questions about KBDC
Who owns the most KBDC stock?
The largest holders of KBDC are typically major institutional investors such as asset managers and hedge funds reporting on Form 13F. The table above ranks tracked superinvestors by reported position size using the latest available filings for KAYNE ANDERSON BDC INC (KBDC).
Is KBDC widely held by superinvestors?
Many widely followed stocks like KBDC appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly KBDC is represented among the institutional managers we track.
What do “Current Estimated Value”, “Gain/loss Since Filing”, and “Estimated Portfolio Performance” mean?
Current Estimated Value is reported share quantity from the latest 13F times our most recent split-adjusted U.S. session close. Gain/loss Since Filing is that estimate minus the reported 13F dollar value; Estimated Portfolio Performance is that difference as a percent of the reported value. Green means the estimate is above the filing value; red means below (not purchase cost). If many filers share the same implied filing price per share, the performance % may match across rows. These are not official fund marks or live quotes.