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Kayne Anderson BDC Inc (KBDC)

CUSIP: 48662X105 | NYSE | Financial Services · Asset Management | Small Cap | 164 institutional holders

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile

Beneficial Ownership — 13D / 13G

Full history →

5%+ stakes reported outside the quarterly cycle. A 13D is due within five business days of the event below, so these figures lead the holders table until the filer's next 13F catches up to them.

HolderShares% of ClassChangeEvent Datevs 13F
13G/AKoch Companies Defined Benefit Master Trust8,700,50713.2%New 5%+ stakeJun 30, 2026No 13F filer matched
13G/AKoch Companies Defined Benefit Master Trust8,700,507

Institutional Holders — Q3 2026

State of Michigan Retirement System6,566,762
0.4% of portfolio›$82.5M
Columbus Macro, LLC647,693
0.8% of portfolio›$8.1M
Sage Mountain Advisors LLC548,661
0.4% of portfolio›$6.9M
HB Wealth Management, LLC236,320
0.0% of portfolio›$3.0M
Activest Wealth Management149,137
0.3% of portfolio›$1.9M
Hennion & Walsh Asset Management, Inc.129,733
0.0% of portfolio›$1.6M
DBA Trading, LLC113,032
2.4% of portfolio›$1.4M
Adams Asset Advisors, LLC101,428
0.1% of portfolio›$1.3M
Inscription Capital, LLC81,132
0.1% of portfolio›$1.0M
Confluence Investment Management LLC76,898
0.0% of portfolio›$965.8K
Closed-End Fund Advisors, Inc.61,133
0.8% of portfolio›$767.8K
Accredited Investors Inc.50,898
0.0% of portfolio›$639.3K
Tctc Holdings, LLC29,805
0.0% of portfolio›$374.4K
Commonwealth Equity Services, LLC29,773
0.0% of portfolio›$373.9K
Apollon Wealth Management, LLC27,854
0.0% of portfolio›$349.8K
TT Capital Management LLC26,100
0.2% of portfolio›$327.8K
Truist Financial Corp25,459
0.0% of portfolio›$319.8K
Platt Wealth Management LLC20,079
0.3% of portfolio›$252.0K
Woodley Farra Manion Portfolio Management Inc18,447
0.0% of portfolio›$239.1K
PUREfi Wealth, LLC18,359
0.1% of portfolio›$230.6K
Generali Investments CEE, investicni spolecnost, a.s.15,835
0.0% of portfolio›$214.2K
Veery Capital, LLC14,901
0.0% of portfolio›$187.2K
Y-Intercept (Hong Kong) Ltd13,467
0.0% of portfolio›$169.1K
Balentine LLC11,922
0.0% of portfolio›$149.7K
Forvis Mazars Wealth Advisors, LLC10,504
0.0% of portfolio›$131.9K
Security National Bank4,404
0.0% of portfolio›$55.3K
Roxbury Financial LLC168
0.0% of portfolio›$2.1K
Caitong International Asset Management Co., Ltd10
0.0% of portfolio›$126
StyleTurnoverLocationFiled
State of Michigan Retirement System
6,566,762$82.5M0.4%IndexLowEast Lansing, MI2026-10-27
Columbus Macro, LLC
647,693$8.1M0.8%YieldMediumNew Castle, PA2026-10-14
Sage Mountain Advisors LLC
548,661$6.9M0.4%ETFLowAtlanta, GA2026-11-02
HB Wealth Management, LLC
236,320$3.0M0.0%IndexVery LowAtlanta, GA2026-10-23
Activest Wealth Management
149,137$1.9M0.3%ETFLowAventura, FL2026-10-15
Hennion & Walsh Asset Management, Inc.
129,733$1.6M0.0%ValueMediumParsippany, NJ2026-10-13
DBA Trading, LLC
113,032$1.4M2.4%Agg GrowthHighFort Lauderdale, FL2026-11-04
Adams Asset Advisors, LLC
101,428$1.3M0.1%YieldMediumDallas, TX2026-10-08
Inscription Capital, LLC
81,132$1.0M0.1%GARPMediumHouston, TX2026-11-02
Confluence Investment Management LLC
76,898$965.8K0.0%ValueMediumSt. Louis, MO2026-10-01
Closed-End Fund Advisors, Inc.
61,133$767.8K0.8%YieldMediumRichmond, VA2026-11-04
Accredited Investors Inc.
50,898$639.3K0.0%ETFLowEdina, MN2026-11-03
Tctc Holdings, LLC
29,805$374.4K0.0%ValueVery LowDallas, TX2026-11-02
Commonwealth Equity Services, LLC
29,773$373.9K0.0%ETFLowWaltham, MA2026-11-02
Apollon Wealth Management, LLC
27,854$349.8K0.0%GrowthLowMount Pleasant, SC2026-10-23
TT Capital Management LLC
26,100$327.8K0.2%YieldMediumGilbert, AZ2026-10-15
Truist Financial Corp
25,459$319.8K0.0%CoreLowCharlotte, NC2026-10-30
Platt Wealth Management LLC
20,079$252.0K0.3%GrowthVery LowSan Diego, CA2026-11-04
Woodley Farra Manion Portfolio Management Inc
18,447$239.1K0.0%ValueMediumIndianapolis, IN2026-11-05
PUREfi Wealth, LLC
18,359$230.6K0.1%GrowthMediumBoston, MA2026-10-19
Generali Investments CEE, investicni spolecnost, a.s.
15,835$214.2K0.0%CoreLowPrague, Bahrain2026-10-15
Veery Capital, LLC
14,901$187.2K0.0%ETFVery LowWilmington, DE2026-10-07
Y-Intercept (Hong Kong) Ltd
13,467$169.1K0.0%ValueVery HighHong Kong, South Korea2026-10-16
Balentine LLC
11,922$149.7K0.0%ETFLowAtlanta, GA2026-11-03
Forvis Mazars Wealth Advisors, LLC
10,504$131.9K0.0%ETFVery LowSpringfield, MO2026-10-13
Security National Bank
4,404$55.3K0.0%GrowthLowOmaha, NE2026-10-26
Roxbury Financial LLC
168$2.1K0.0%CoreVery LowMount Arlington, NJ2026-10-01
Caitong International Asset Management Co., Ltd
10$1260.0%GrowthVery HighHong Kong, South Korea2026-10-29
13.2% of class · Jun 30, 2026
New 5%+ stake
No 13F filer matched