Kayne Anderson BDC Ownership | Who Owns Kayne Anderson BDC?
Kayne Anderson BDC Ownership Summary
Kayne Anderson BDC is owned by 47.92% institutional investors, 26.40% insiders, and 25.68% retail investors. Koch is the largest institutional shareholder, holding 15.62% of KBDC shares. Putnam BDC Income ETF is the top mutual fund, with 1.21% of its assets in Kayne Anderson BDC shares.
KBDC Ownership Benchmark
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | Kayne Anderson BDC | 47.92% | 26.40% | 25.68% |
| Sector | Financial Services Stocks | 736.16% | 13.84% | -650.00% |
| Industry | Asset Management Stocks | 47.39% | 11.77% | 40.84% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Koch | 10.49M | 15.62% | $141.86M |
| State of michigan retirement system | 6.57M | 9.78% | $88.85M |
| Pathstone | 1.06M | 1.58% | $14.38M |
| Russell investments group | 796.32K | 1.19% | $10.77M |
| Franklin resources | 779.76K | 1.16% | $10.55M |
| Ubs group | 747.23K | 1.11% | $10.11M |
| Van eck associates | 669.89K | 1.00% | $9.06M |
| Morgan stanley | 662.12K | 0.99% | $8.96M |
| Requisite capital management | 645.13K | 0.96% | $8.99M |
| Columbus macro | 610.74K | 0.91% | $8.26M |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Koch | 10.49M | 12.96% | $141.86M |
| Ag asset advisory | 203.30K | 2.22% | $2.75M |
| Requisite capital management | 645.13K | 1.49% | $8.99M |
| American financial group | 283.90K | 1.35% | $3.84M |
| Columbus macro | 610.74K | 0.80% | $8.26M |
| Keebeck wealth management | 342.79K | 0.56% | $4.70M |
| State of michigan retirement system | 6.57M | 0.39% | $88.85M |
| Activest wealth management | 149.14K | 0.39% | $2.02M |
| Centric wealth management | 131.58K | 0.31% | $2.00M |
| Sage mountain advisors | 353.27K | 0.29% | $4.78M |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Columbus macro | 610.74K | 0.80% | 610.74K |
| Envestnet asset management | 608.96K | 0.00% | 608.96K |
| Cetera investment advisers | 590.50K | 0.01% | 590.50K |
| Rivernorth capital management | 273.61K | 0.21% | 273.61K |
| Russell investments group | 796.32K | 0.01% | 244.50K |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Bank of america corp /de/ | 124.59K | 0.00% | -5.44M |
| Merit financial group | - | - | -1.74M |
| Koch | 10.49M | 12.96% | -1.70M |
| Alyeska investment group | - | - | -473.99K |
| Callodine capital management, lp | 101.38K | 0.09% | -190.37K |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Columbus macro | 610.74K | 0.80% | 610.74K | $8.26M |
| Envestnet asset management | 608.96K | 0.00% | 608.96K | $8.24M |
| Cetera investment advisers | 590.50K | 0.01% | 590.50K | $7.99M |
| Rivernorth capital management | 273.61K | 0.21% | 273.61K | $3.64M |
| Magnetar financial | 66.41K | 0.01% | 66.41K | $884.62K |
Sold Out
| Holder | Change |
|---|---|
| Brown brothers harriman | -7.00 |
| Skopos labs | -27.00 |
| Quarry lp | -75.00 |
| National bank of canada /fi/ | -142.00 |
| Sound income strategies | -250.00 |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| Jun 30, 2026 | 93 | - | 32,172,578 | -12.51% | 47 | 1.60% | 51 | 21.43% | 19 | -17.39% |
| Mar 31, 2026 | 58 | -33.33% | 27,693,069 | -24.52% | 39 | 1.45% | 25 | -40.48% | 13 | -50.00% |
| Dec 31, 2025 | 55 | -34.52% | 25,971,107 | -6.89% | 36 | 2.38% | 22 | -50.00% | 20 | 11.11% |
| Sep 30, 2025 | 79 | 17.91% | 27,731,236 | 12.15% | 39 | 3.22% | 44 | -24.14% | 17 | 183.33% |
| Jun 30, 2025 | 68 | 9.68% | 24,934,011 | 299.93% | 35 | 45.91% | 58 | 13.73% | 7 | -12.50% |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| Putnam BDC Income ETF | 806.00K | 1.21% | 1.87K |
| VanEck BDC Income ETF | 648.52K | 0.98% | -1.80K |
| Columbus Macro Alternative High-Yield | 608.69K | 0.92% | 608.69K |
| Kennedy Micro Cap | 237.86K | 0.36% | -33.38K |
| iShares Listed Private Eq ETF USD Dist | 236.08K | 0.36% | - |
| Accelerate Divers Crdt Inc ETF | 184.28K | 0.28% | 62.84K |
| Kennedy Micro Cap Opportunities | 118.63K | 0.18% | -691.00 |
| First Trust Specialty Finance | 49.89K | 0.08% | - |
| Mediobanca SICAV PE Strat C | 25.63K | 0.04% | 630.00 |
| Pleiades Small Cap Equity A | 24.55K | 0.04% | -2.03K |
Recent Insider Transactions
| Date | Name | Role | Activity | Value |
|---|---|---|---|---|
| May 28, 2025 | ROBO JAMES L | - | Buy | $1.93M |
| Mar 06, 2026 | MARUCCI GEORGE E JR | - | Buy | $123.66K |
| Mar 04, 2026 | MARUCCI GEORGE E JR | - | Buy | $13.96K |
| Sep 29, 2025 | Smith Rhonda Scott | - | Buy | $4.99K |
| May 28, 2025 | ROBO JAMES L | - | Buy | $681.44K |
Insider Transactions Trends
| Date | Buy | Sell |
|---|---|---|
| 2026 Q1 | 1 | - |
| 2025 Q4 | - | - |
| 2025 Q3 | 1 | - |
| 2025 Q2 | 1 | 7 |
KBDC Ownership FAQ
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