KBDC · NYSE · Asset Management

Kayne Anderson BDC (KBDC)

Provides middle-market private credit mainly through first-lien senior secured loans.

$13.11
vs last close−0.03 (−0.23%)

13F · 13D/G · Form 4

Institutions48.42%31.98M shares
93 holders · as of Jun 30, 2026
Insiders0.64%425.2K shares
5 holders · as of Sep 16, 2026
Other50.94%33.63M shares
remainder

66.04M company shares as of Sep 23, 2026 · institutions as of Jun 30, 2026 · holders as of their latest filing

13F · 13D/G · Form 4

HolderStakeSharesDate
Koch, Inc.Institution
15.88%10.49Mas of Jun 30, 2026
State of Michigan Retirement SystemInstitution
9.94%6.57Mas of Jun 30, 2026
HF Capital, LLCInstitution
3.36%2.22Mas of Jun 30, 2026
Pathstone Holdings, LLCInstitution
1.61%1.06Mas of Jun 30, 2026
Russell Investments Group, Ltd.Institution
1.21%796,324as of Jun 30, 2026
Franklin Resources IncInstitution
1.18%779,757as of Jun 30, 2026
UBS Group AGInstitution
1.13%747,232as of Jun 30, 2026
Van Eck Associates CorpInstitution
1.01%669,889as of Jun 30, 2026
Morgan StanleyInstitution
1.00%662,123as of Jun 30, 2026
Requisite Capital Management, LLCInstitution
0.98%645,130as of Jun 30, 2026
Columbus Macro, LLCInstitution
0.92%610,736as of Jun 30, 2026
Envestnet Asset Management IncInstitution
0.92%608,963as of Jun 30, 2026
Cetera Investment AdvisersInstitution
0.89%590,495as of Jun 30, 2026
James L. RoboInsiderdirector
0.61%400,000filed Sep 16, 2026
Kennedy Capital Management LLCInstitution
0.58%384,999as of Jun 30, 2026
Sage Mountain Advisors LLCInstitution
0.53%353,274as of Jun 30, 2026
American Financial Group IncInstitution
0.43%283,903as of Jun 30, 2026
HB Wealth Management, LLCInstitution
0.42%280,189as of Jun 30, 2026
Renaissance Technologies LLCInstitution
0.38%250,829as of Jun 30, 2026
Wells Fargo & Company/MNInstitution
0.36%239,142as of Jun 30, 2026
BlackRock, Inc.Institution
0.36%235,871as of Jun 30, 2026
AG Asset Advisory, LLCInstitution
0.31%203,300as of Jun 30, 2026
HRT Financial LPInstitution
0.28%186,489as of Jun 30, 2026
Ci Private Wealth, LLCInstitution
0.28%183,877as of Jun 30, 2026
Activest Wealth ManagementInstitution
0.23%149,137as of Jun 30, 2026

13F, as of Jun 30, 2026

93 holders · 31.98M shares · 17 new positions · 50 increased · 20 reduced · 17 closed

HolderShares% outstandingChg q/qFiled
Koch, Inc.10.49M15.88%−1.70MAug 13, 2026
State of Michigan Retirement System6.57M9.94%0Jul 30, 2026
HF Capital, LLC2.22M3.36%−128.2KAug 11, 2026
Pathstone Holdings, LLC1.06M1.61%−55.1KAug 13, 2026
Russell Investments Group, Ltd.796.3K1.21%+244.5KAug 6, 2026
Franklin Resources Inc779.8K1.18%+27.6KAug 13, 2026
UBS Group AG747.2K1.13%+99.7KAug 13, 2026
Van Eck Associates Corp669.9K1.01%+71.4KAug 14, 2026

13D/G · 5% or more, as filed

Holder% of classSharesFormFiled
State of Michigan Retirement System9.60%6.57M13GJan 15, 2026
Bank of America Corp /DE/8.00%5.45M13GFeb 12, 2026

Form 4

Latest trades

DateInsiderTypeSharesAvg priceOwned after
Sep 16, 2026
James L. Robodirector
Purchase340,000$13.04400,000
Sep 14, 2026
James L. Robodirector
Purchase60,000$13.0260,000
May 28, 2025
James L. Robodirector
Purchase121,686$15.841,738,175
Mar 6, 2026
George E. Jr Maruccidirector
Purchase9,000$13.7410,000
Mar 4, 2026
George E. Jr Maruccidirector
Purchase1,000$13.961,000
Sep 29, 2025
Rhonda Scott Smithdirector
Purchase365$13.681,615

House and Senate disclosures

Not reported.