Kayne Anderson BDC Ownership | Who Owns Kayne Anderson BDC?
Kayne Anderson BDC Ownership Summary
Kayne Anderson BDC is owned by 35.17% institutional investors, 27.11% insiders, and 37.72% retail investors. Merit financial group is the largest institutional shareholder, holding 2.45% of KBDC shares.
KBDC Ownership Benchmark
Type | Name | % Inst | % Insiders | % Retail |
---|---|---|---|---|
Stock | Kayne Anderson BDC | 35.17% | 27.11% | 37.72% |
Industry | Asset Management Stocks | 50.65% | 9.51% | 39.84% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
Holder | Shares | % Holding | Value |
---|---|---|---|
Merit financial group | 1.74M | 2.45% | $26.52M |
Requisite capital management | 842.72K | 1.19% | $13.20M |
Keebeck wealth management | 402.40K | 0.57% | $6.30M |
Callodine capital management, lp | 337.73K | 0.48% | $5.15M |
Hb wealth management | 196.67K | 0.28% | $3.00M |
Cerity partners | 143.10K | 0.20% | $2.18M |
Cresset asset management | 93.54K | 0.13% | $1.46M |
Mai capital management | 87.88K | 0.12% | $1.34M |
Hrt financial lp | 71.85K | 0.10% | $1.10M |
Confluence investment management | 56.10K | 0.08% | $856.09K |
Top Institutional Shareholders by % of Total Assets
Holder | Shares | % Assets | Value |
---|---|---|---|
Requisite capital management | 842.72K | 2.86% | $13.20M |
Keebeck wealth management | 402.40K | 0.82% | $6.30M |
Callodine capital management, lp | 337.73K | 0.53% | $5.15M |
Merit financial group | 1.74M | 0.30% | $26.52M |
Arcus capital partners | 12.38K | 0.08% | $188.84K |
Veery capital | 14.90K | 0.08% | $227.39K |
Zuckerman investment group | 30.00K | 0.04% | $457.80K |
Accredited investors | 40.76K | 0.04% | $621.94K |
Sns financial group | 21.13K | 0.03% | $330.83K |
Hb wealth management | 196.67K | 0.02% | $3.00M |
Top Buyers
Holder | Shares | % Assets | Change |
---|---|---|---|
Merit financial group | 1.74M | 0.30% | 1.74M |
Requisite capital management | 842.72K | 2.86% | 476.94K |
Keebeck wealth management | 402.40K | 0.82% | 173.88K |
Cerity partners | 143.10K | 0.00% | 70.03K |
Cresset asset management | 93.54K | 0.01% | 31.18K |
Top Sellers
Holder | Shares | % Assets | Change |
---|---|---|---|
Alyeska investment group | - | - | -473.99K |
Summit trail advisors | - | - | -106.31K |
Confluence investment management | 56.10K | 0.01% | -54.53K |
Northern trust | - | - | -32.26K |
Janus henderson group | - | - | -29.68K |
New Positions
Holder | Shares | % Assets | Change | Value |
---|---|---|---|---|
Merit financial group | 1.74M | 0.30% | 1.74M | $26.52M |
Evoke wealth | 15.18K | 0.01% | 15.18K | $237.73K |
Forvis wealth advisors | 14.90K | 0.00% | 14.90K | $227.39K |
Veery capital | 14.90K | 0.08% | 14.90K | $227.39K |
Arcus capital partners | 12.38K | 0.08% | 12.38K | $188.84K |
Sold Out
Holder | Change |
---|---|
Brown brothers harriman | -7.00 |
Point72 (difc) | -53.00 |
National bank of canada /fi/ | -142.00 |
Tower research capital llc (trc) | -539.00 |
Citigroup | -3.95K |
Institutional Ownership Trends
Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
---|---|---|---|---|---|---|---|---|---|---|
Jun 30, 2025 | 68 | 9.68% | 24,934,011 | 299.93% | 35 | 45.91% | 58 | 13.73% | 7 | -12.50% |
Mar 31, 2025 | 62 | 37.78% | 6,234,539 | 54.75% | 8 | 27.23% | 51 | 30.77% | 8 | 300.00% |
Dec 31, 2024 | 45 | 125.00% | 4,028,779 | 174.90% | 5 | 133.39% | 39 | 178.57% | 2 | -33.33% |
Sep 30, 2024 | 20 | 25.00% | 1,465,527 | 5.22% | 2 | 53.74% | 14 | -12.50% | 3 | - |
Jun 30, 2024 | 16 | - | 1,392,869 | - | 1 | - | 16 | - | - | - |
Recent Insider Transactions
Date | Name | Role | Activity | Value |
---|---|---|---|---|
May 28, 2025 | ROBO JAMES L | - | Buy | $681.44K |
May 28, 2025 | Rabil Albert | - | Sell | $681.44K |
May 23, 2025 | Rabil Albert | - | Sell | $157.61K |
May 23, 2025 | Rabil Albert | - | Sell | $78.25K |
May 23, 2025 | Rabil Albert | - | Sell | $78.13K |
Insider Transactions Trends
Date | Buy | Sell |
---|---|---|
2025 Q2 | 1 | 7 |
KBDC Ownership FAQ
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