KYN Institutional Ownership & Shareholders
KAYNE ANDERSON ENERGY INFRA (KYN) is currently held by 268 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $800.12M based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Morgan Stanley is currently the largest disclosed institutional shareholder of KYN tracked by InsiderSet, reporting ownership valued at approximately $143.91M in its June 30, 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 $154.11M, representing an estimated gain of +7.09% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 62% of the total disclosed KYN value among the investors covered in this analysis. Major shareholders include Morgan Stanley, Bank Of America Corp, Cetera Investment Advisers, and several other long-term asset managers with concentrated positions in KAYNE ANDERSON ENERGY INFRA (KYN).
This page ranks the largest institutional KYN 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
268
Total Reported Value
$800.12M
Largest Holder
Morgan Stanley
Largest Position
$143.91M
Insider Transactions (90d)
1
Latest Filing Quarter
Q2 2026
New Institutional Positions
51
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Morgan Stanley | 0.01% | 10,405,652 | $143,910,187 | $154,107,706 | +$10,197,519 | +7.09% | |
| Bank Of America Corp | 0.00% | 4,484,972 | $62,027,166 | $66,422,435 | +$4,395,269 | +7.09% | |
| Cetera Investment Advisers | 0.05% | 3,627,961 | $50,174,709 | $53,730,102 | +$3,555,393 | +7.09% | |
| City Of London Investment Management Co Ltd | 3.36% | 3,635,032 | $49,436,435 | $53,834,824 | +$4,398,389 | +8.90% | |
| Wells Fargo & Company/Mn | 0.01% | 3,216,471 | $44,483,792 | $47,635,936 | +$3,152,144 | +7.09% | |
| Brown Advisory Inc | 0.06% | 2,700,420 | $37,346,805 | $39,993,220 | +$2,646,415 | +7.09% | |
| Raymond James Financial Inc | 0.01% | 2,395,884 | $33,135,086 | $35,483,042 | +$2,347,956 | +7.09% | |
| Terril Brothers, Inc. | 7.02% | 1,968,119 | $27,219,086 | $29,147,842 | +$1,928,756 | +7.09% | |
| Royal Bank Of Canada | 0.00% | 1,854,683 | $25,650,000 | $27,467,855 | +$1,817,855 | +7.09% | |
| Ubs Group Ag | 0.00% | 1,627,868 | $22,513,414 | $24,108,725 | +$1,595,311 | +7.09% | |
| Pathstone Holdings, Llc | 0.08% | 1,332,860 | $19,033,257 | $19,739,657 | +$706,400 | +3.71% | |
| Stifel Financial Corp | 0.01% | 1,195,501 | $16,533,777 | $17,705,370 | +$1,171,593 | +7.09% | |
| Osaic Holdings, Inc. | 0.01% | 791,696 | $10,949,335 | $11,725,018 | +$775,683 | +7.08% | |
| Rivernorth Capital Management, Llc | 0.46% | 697,198 | $9,642,248 | $10,325,502 | +$683,254 | +7.09% | |
| Penserra Capital Management Llc | 0.07% | 668,387 | $9,243,000 | $9,898,811 | +$655,811 | +7.10% | |
| Zimmer Partners, Lp | 0.21% | 652,500 | $9,024,075 | $9,663,525 | +$639,450 | +7.09% | |
| Cadent Capital Advisors, Llc | 1.88% | 644,920 | $8,770,919 | $9,551,265 | +$780,346 | +8.90% | |
| Lpl Financial Llc | 0.00% | 632,020 | $8,740,830 | $9,360,216 | +$619,386 | +7.09% | |
| Bard Associates Inc | 1.92% | 624,480 | $8,636,557 | $9,248,549 | +$611,992 | +7.09% | |
| Magnus Financial Group Llc | 0.57% | 624,702 | $8,495,945 | $9,251,837 | +$755,892 | +8.90% | |
| Stansberry Asset Management, Llc | 0.76% | 599,903 | $8,296,658 | $8,884,563 | +$587,905 | +7.09% | |
| Saba Capital Management, L.P. | 0.23% | 550,782 | $7,617,315 | $8,157,081 | +$539,766 | +7.09% | |
| Summit Financial, Llc | 0.07% | 454,618 | $6,287,368 | $6,732,893 | +$445,525 | +7.09% | |
| Commerce Bank | 0.02% | 411,474 | $5,690,685 | $6,093,930 | +$403,245 | +7.09% | |
| Meridian Wealth Management, Llc | 0.16% | 373,362 | $5,163,590 | $5,529,491 | +$365,901 | +7.09% | |
| Advisors Asset Management, Inc. | 0.07% | 638,460 | $4,973,603 | $9,455,593 | +$4,481,990 | +90.12% | |
| Quantedge Capital Pte Ltd | 3.52% | 335,194 | $4,635,733 | $4,964,223 | +$328,490 | +7.09% | |
| Flagship Harbor Advisors, Llc | 0.16% | 321,508 | $4,372,510 | $4,761,533 | +$389,023 | +8.90% | |
| Closed-End Fund Advisors, Inc. | 4.20% | 311,135 | $4,302,997 | $4,607,909 | +$304,912 | +7.09% | |
| Mcgowan Group Asset Management, Inc. | 0.52% | 309,680 | $4,282,869 | $4,586,361 | +$303,492 | +7.09% | |
| Commonwealth Equity Services, Llc | 0.01% | 314,424 | $4,276,161 | $4,656,619 | +$380,458 | +8.90% | |
| Oppenheimer & Co Inc | 0.04% | 312,241 | $4,246,478 | $4,624,289 | +$377,811 | +8.90% | |
| Garner Asset Management Corp | 1.36% | 288,758 | $4,132,128 | $4,276,506 | +$144,378 | +3.49% | |
| Nwf Advisory Services Inc. | 0.38% | 299,559 | $4,074,002 | $4,436,469 | +$362,467 | +8.90% | |
| Thomas J. Herzfeld Advisors, Inc. | 1.17% | 276,097 | $3,818,422 | $4,088,997 | +$270,575 | +7.09% | |
| Tsp Capital Management Group, Llc | 0.94% | 273,175 | $3,715,179 | $4,045,722 | +$330,543 | +8.90% | |
| Rfg Advisory, Llc | 0.05% | 229,352 | $3,171,934 | $3,396,703 | +$224,769 | +7.09% | |
| Newedge Advisors, Llc | 0.01% | 220,149 | $3,044,666 | $3,260,407 | +$215,741 | +7.09% | |
| Rockefeller Capital Management L.P. | 0.00% | 214,606 | $2,968,012 | $3,178,315 | +$210,303 | +7.09% | |
| Fourthought Financial Partners, Llc | 0.22% | 210,588 | $2,912,435 | $3,118,808 | +$206,373 | +7.09% | |
| Beverly Hills Private Wealth, Llc | 0.51% | 190,812 | $2,638,926 | $2,825,926 | +$187,000 | +7.09% | |
| Ascentis Wealth Management, Llc | 0.40% | 190,124 | $2,629,425 | $2,815,736 | +$186,311 | +7.09% | |
| Edgemoor Investment Advisors, Inc. | 0.18% | 186,308 | $2,576,642 | $2,759,221 | +$182,579 | +7.09% | |
| Bridgewater Advisors Inc. | 0.14% | 176,601 | $2,555,416 | $2,615,461 | +$60,045 | +2.35% | |
| Mgo One Seven Llc | 0.04% | 175,197 | $2,382,678 | $2,594,668 | +$211,990 | +8.90% | |
| Ritholtz Wealth Management | 0.03% | 150,000 | $2,074,500 | $2,221,500 | +$147,000 | +7.09% | |
| First Trust Advisors Lp | 0.00% | 149,582 | $2,068,719 | $2,215,309 | +$146,590 | +7.09% | |
| Two Sigma Investments, Lp | 0.00% | 144,300 | $1,995,669 | $2,137,083 | +$141,414 | +7.09% | |
| Prospera Financial Services Inc | 0.03% | 141,250 | $1,953,494 | $2,091,913 | +$138,419 | +7.09% | |
| Caldwell Sutter Capital, Inc. | 0.74% | 141,106 | $1,951,502 | $2,089,780 | +$138,278 | +7.09% |
Frequently asked questions about KYN
Who are the largest institutional holders of KYN?
The largest institutional holders of KYN reported in the latest SEC Form 13F filings include Morgan Stanley, Bank Of America Corp, Cetera Investment Advisers, City Of London Investment Management Co Ltd, and Wells Fargo & Company/Mn. InsiderSet ranks institutional holders by their latest reported KYN position.
What is KYN institutional ownership?
This page tracks KYN positions reported by institutional investment managers through SEC Form 13F. KAYNE ANDERSON ENERGY INFRA (KYN) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own KYN?
InsiderSet currently tracks 268 institutional managers reporting KYN holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of KYN shareholders.
How much KYN stock do institutions own?
Institutional investment managers disclosed approximately $800.12M in KYN holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was KYN institutional ownership last updated?
The latest KYN institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional KYN holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its KYN position after the reporting date.
Are institutions buying or selling KYN?
Institutional buying and selling can be analyzed by comparing KYN positions across consecutive 13F reporting periods. InsiderSet's KYN Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View KYN ownership changes.
How has KYN institutional ownership changed over time?
InsiderSet tracks KYN institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.