Kayne Anderson BDC Ownership | Who Owns Kayne Anderson BDC?


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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


TypeName% Inst% Insiders% Retail
StockKayne Anderson BDC35.17%27.11%37.72%
IndustryAsset Management Stocks50.65%9.51%39.84%

Institutional Shareholders


Top Institutional Shareholders by Total Shares

HolderShares% HoldingValue
Merit financial group1.74M2.45%$26.52M
Requisite capital management842.72K1.19%$13.20M
Keebeck wealth management402.40K0.57%$6.30M
Callodine capital management, lp337.73K0.48%$5.15M
Hb wealth management196.67K0.28%$3.00M
Cerity partners143.10K0.20%$2.18M
Cresset asset management93.54K0.13%$1.46M
Mai capital management87.88K0.12%$1.34M
Hrt financial lp71.85K0.10%$1.10M
Confluence investment management56.10K0.08%$856.09K

Top Institutional Shareholders by % of Total Assets

HolderShares% AssetsValue
Requisite capital management842.72K2.86%$13.20M
Keebeck wealth management402.40K0.82%$6.30M
Callodine capital management, lp337.73K0.53%$5.15M
Merit financial group1.74M0.30%$26.52M
Arcus capital partners12.38K0.08%$188.84K
Veery capital14.90K0.08%$227.39K
Zuckerman investment group30.00K0.04%$457.80K
Accredited investors40.76K0.04%$621.94K
Sns financial group21.13K0.03%$330.83K
Hb wealth management196.67K0.02%$3.00M

Top Buyers

HolderShares% AssetsChange
Merit financial group1.74M0.30%1.74M
Requisite capital management842.72K2.86%476.94K
Keebeck wealth management402.40K0.82%173.88K
Cerity partners143.10K0.00%70.03K
Cresset asset management93.54K0.01%31.18K

Top Sellers

HolderShares% AssetsChange
Alyeska investment group---473.99K
Summit trail advisors---106.31K
Confluence investment management56.10K0.01%-54.53K
Northern trust---32.26K
Janus henderson group---29.68K

New Positions

HolderShares% AssetsChangeValue
Merit financial group1.74M0.30%1.74M$26.52M
Evoke wealth15.18K0.01%15.18K$237.73K
Forvis wealth advisors14.90K0.00%14.90K$227.39K
Veery capital14.90K0.08%14.90K$227.39K
Arcus capital partners12.38K0.08%12.38K$188.84K

Sold Out

HolderChange
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


DateHoldingsChange %SharesChange %OwnershipChange %Increased PositionChange %Decreased PositionChange %
Jun 30, 2025689.68%24,934,011299.93%3545.91%5813.73%7-12.50%
Mar 31, 20256237.78%6,234,53954.75%827.23%5130.77%8300.00%
Dec 31, 202445125.00%4,028,779174.90%5133.39%39178.57%2-33.33%
Sep 30, 20242025.00%1,465,5275.22%253.74%14-12.50%3-
Jun 30, 202416-1,392,869-1-16---

Recent Insider Transactions


DateNameRoleActivityValue
May 28, 2025ROBO JAMES L-Buy$681.44K
May 28, 2025Rabil Albert-Sell$681.44K
May 23, 2025Rabil Albert-Sell$157.61K
May 23, 2025Rabil Albert-Sell$78.25K
May 23, 2025Rabil Albert-Sell$78.13K

Insider Transactions Trends


DateBuySell
2025 Q217

KBDC Ownership FAQ


Who Owns Kayne Anderson BDC?

Kayne Anderson BDC shareholders are primarily institutional investors at 35.17%, followed by 27.11% insiders and 37.72% retail investors. The average institutional ownership in Kayne Anderson BDC's industry, Asset Management Stocks, is 50.65%, which Kayne Anderson BDC falls below.

Who owns the most shares of Kayne Anderson BDC?

Kayne Anderson BDC’s largest shareholders are Merit financial group (1.74M shares, 2.45%), Requisite capital management (842.72K shares, 1.19%), and Keebeck wealth management (402.4K shares, 0.57%). Together, they hold 4.21% of Kayne Anderson BDC’s total shares outstanding.

Does Blackrock own Kayne Anderson BDC?

BlackRock is not among the top 10 institutional shareholders of Kayne Anderson BDC.

Who is Kayne Anderson BDC’s biggest shareholder by percentage of total assets invested?

Requisite capital management is Kayne Anderson BDC’s biggest shareholder by percentage of total assets invested, with 2.86% of its assets in 842.72K Kayne Anderson BDC shares, valued at 13.2M$.

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