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 | 51.84% | 9.46% | 38.70% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Merit financial group | 1.74M | 2.45% | $23.15M |
| Sage mountain advisors | 1.06M | 1.49% | $14.10M |
| 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 | 220.29K | 0.31% | $2.93M |
| Centric wealth management | 143.37K | 0.20% | $2.06M |
| North ground capital | 100.00K | 0.14% | $1.33M |
| Cresset asset management | 93.54K | 0.13% | $1.46M |
| Mai capital management | 87.88K | 0.12% | $1.34M |
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 |
| North ground capital | 100.00K | 0.82% | $1.33M |
| Sage mountain advisors | 1.06M | 0.81% | $14.10M |
| Callodine capital management, lp | 337.73K | 0.53% | $5.15M |
| Accelerate investment advisors | 51.80K | 0.47% | $689.93K |
| Centric wealth management | 143.37K | 0.46% | $2.06M |
| Merit financial group | 1.74M | 0.21% | $23.15M |
| Inscription capital | 81.13K | 0.12% | $1.08M |
| Sgl investment advisors | 15.80K | 0.09% | $226.40K |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Requisite capital management | 842.72K | 2.86% | 476.94K |
| Keebeck wealth management | 402.40K | 0.82% | 173.88K |
| Sage mountain advisors | 1.06M | 0.81% | 128.06K |
| North ground capital | 100.00K | 0.82% | 100.00K |
| Hennion & walsh asset management | 40.48K | 0.02% | 40.48K |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Alyeska investment group | - | - | -473.99K |
| Summit trail advisors | - | - | -106.31K |
| Cerity partners | 66.40K | 0.00% | -76.70K |
| Magnus financial group | - | - | -40.86K |
| Northern trust | - | - | -32.26K |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| North ground capital | 100.00K | 0.82% | 100.00K | $1.33M |
| Hennion & walsh asset management | 40.48K | 0.02% | 40.48K | $539.21K |
| Running point capital advisors | 20.91K | 0.07% | 20.91K | $278.57K |
| Evoke wealth | 15.18K | 0.01% | 15.18K | $237.73K |
| Balentine | 11.92K | 0.01% | 11.92K | $181.93K |
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 |
|---|---|---|---|---|
| Sep 29, 2025 | Smith Rhonda Scott | - | Buy | $4.99K |
| May 28, 2025 | ROBO JAMES L | - | Buy | $681.44K |
| May 28, 2025 | Rabil Albert | - | Sell | $681.44K |
| May 23, 2025 | Rabil Albert | - | Sell | $78.25K |
| May 23, 2025 | Rabil Albert | - | Sell | $78.13K |
Insider Transactions Trends
| Date | Buy | Sell |
|---|---|---|
| 2025 Q3 | 1 | - |
| 2025 Q2 | 1 | 7 |
KBDC Ownership FAQ
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