Kayne Anderson BDC Ownership | Who Owns Kayne Anderson BDC?
Kayne Anderson BDC Ownership Summary
Kayne Anderson BDC is owned by 36.87% institutional investors, 27.97% insiders, and 35.15% retail investors. Koch is the largest institutional shareholder, holding 17.34% of KBDC shares.
KBDC Ownership Benchmark
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | Kayne Anderson BDC | 36.87% | 27.97% | 35.15% |
| Industry | Asset Management Stocks | 40.73% | 8.48% | 50.79% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Koch | 12.18M | 17.34% | $167.13M |
| State of michigan retirement system | 6.57M | 9.35% | $90.10M |
| Pathstone | 1.12M | 1.59% | $15.34M |
| Franklin resources | 752.19K | 1.07% | $10.32M |
| Ubs group | 647.49K | 0.92% | $8.88M |
| Requisite capital management | 605.75K | 0.86% | $8.55M |
| Van eck associates | 598.44K | 0.85% | $8.21M |
| Russell investments group | 551.82K | 0.79% | $7.57M |
| Morgan stanley | 458.06K | 0.65% | $6.28M |
| Sage mountain advisors | 418.06K | 0.60% | $5.74M |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Koch | 12.18M | 18.13% | $167.13M |
| Ag asset advisory | 203.30K | 2.31% | $2.79M |
| Requisite capital management | 605.75K | 1.59% | $8.55M |
| American financial group | 205.90K | 1.05% | $2.82M |
| Activest wealth management | 246.97K | 0.60% | $3.39M |
| Keebeck wealth management | 342.79K | 0.56% | $4.70M |
| State of michigan retirement system | 6.57M | 0.48% | $90.10M |
| Sage mountain advisors | 418.06K | 0.40% | $5.74M |
| Centric wealth management | 131.58K | 0.40% | $2.00M |
| Callodine capital management, lp | 291.74K | 0.28% | $4.00M |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Kennedy capital management | 391.13K | 0.11% | 391.13K |
| Russell investments group | 551.82K | 0.01% | 357.64K |
| Rivernorth capital management | 273.61K | 0.21% | 273.61K |
| American financial group | 205.90K | 1.05% | 205.90K |
| Jane street group | 189.72K | 0.00% | 189.72K |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Merit financial group | - | - | -1.74M |
| Alyeska investment group | - | - | -473.99K |
| Sage mountain advisors | 418.06K | 0.40% | -380.05K |
| Pathstone | 1.12M | 0.06% | -235.16K |
| Millennium management | 22.73K | 0.00% | -231.70K |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Kennedy capital management | 391.13K | 0.11% | 391.13K | $5.37M |
| Rivernorth capital management | 273.61K | 0.21% | 273.61K | $3.64M |
| American financial group | 205.90K | 1.05% | 205.90K | $2.82M |
| Jane street group | 189.72K | 0.00% | 189.72K | $2.60M |
| State street | 83.11K | - | 83.11K | $1.17M |
Sold Out
| Holder | Change |
|---|---|
| Brown brothers harriman | -7.00 |
| Skopos labs | -27.00 |
| Quarry lp | -75.00 |
| National bank of canada /fi/ | -142.00 |
| Moisand fitzgerald tamayo | -293.00 |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| 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% |
| 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% |
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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