Kayne Anderson BDC Ownership | Who Owns Kayne Anderson BDC?

Overview Forecast RevenueFinancials Chart Transcripts

Kayne Anderson BDC Ownership Summary

Kayne Anderson BDC is owned by 39.42% institutional investors, 28.84% insiders, and 31.75% retail investors. Koch is the largest institutional shareholder, holding 17.34% of KBDC shares. Putnam BDC Income ETF is the top mutual fund, with 1.12% of its assets in Kayne Anderson BDC shares.

KBDC Ownership Benchmark

Type	Name	% Inst	% Insiders	% Retail
Stock	Kayne Anderson BDC	39.42%	28.84%	31.75%
Industry	Asset Management Stocks	45.80%	11.76%	42.44%

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 %
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%
Mar 31, 2025	62	37.78%	6,234,539	54.75%	8	27.23%	51	30.77%	8	300.00%

Top Mutual Funds Shareholders

Holder	Shares	% Holding	Change
Putnam BDC Income ETF	740.34K	1.12%	-
VanEck BDC Income ETF	694.98K	1.05%	4.77K
Kennedy Micro Cap	271.23K	0.41%	271.23K
iShares Listed Private Eq ETF USD Dist	236.67K	0.36%	3.20K
Accelerate Divers Crdt Inc ETF	201.22K	0.30%	82.97K
Kennedy Micro Cap Opportunities	119.32K	0.18%	119.32K
First Trust Specialty Finance	49.89K	0.08%	-
Pleiades Small Cap Equity A	26.57K	0.04%	26.57K
Mediobanca SICAV PE Strat C	25.00K	0.04%	-
Confluence BDC-Wrap	20.59K	0.03%	3.83K

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

Who Owns Kayne Anderson BDC?

Kayne Anderson BDC shareholders are primarily institutional investors at 39.42%, followed by 28.84% insiders and 31.74% retail investors. The average institutional ownership in Kayne Anderson BDC's industry, Asset Management Stocks, is 45.80%, which Kayne Anderson BDC falls below.

Who owns the most shares of Kayne Anderson BDC?

Kayne Anderson BDC’s largest shareholders are Koch (12.18M shares, 17.34%), State of michigan retirement system (6.57M shares, 9.35%), and Pathstone (1.12M shares, 1.59%). Together, they hold 28.28% 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?

Koch is Kayne Anderson BDC’s biggest shareholder by percentage of total assets invested, with 18.13% of its assets in 12.18M Kayne Anderson BDC shares, valued at 167.13M$.

Who is the top mutual fund holder of Kayne Anderson BDC shares?

Putnam BDC Income ETF is the top mutual fund holder of Kayne Anderson BDC shares, with 1.12% of its total shares outstanding invested in 740.34K Kayne Anderson BDC shares.

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