Kayne Anderson BDC, Inc. - Common stock, par value $0.001 per share (KBDC) Institutional Ownership

13F Institutional Holders and Ownership History from Q2 2024 to Q4 2025

Type / Class
Equity / Common stock, par value $0.001 per share
Symbol
KBDC on NYSE
Shares outstanding
68,403,771
Price per share
$14.32
All holders as of 30 Sep 2025
Q3 2025
Total 13F shares
27,839,145
Total reported value
$371,499,317
% of total 13F portfolios
0%
Share change
+2,866,555
Value change
+$37,514,856
Number of holders
83
Price from insider filings
$14.32
Reported Shares, Excluding Options vs Price
Reported Value, Excluding Options
Total Investors

Significant Owners of Kayne Anderson BDC, Inc. - Common stock, par value $0.001 per share (KBDC) based on Schedule 13D/G filings

Filer Ownership Change % Holdings Value Net Change Nb Shares Change % Reporting Name Report Period
STATE OF MICHIGAN RETIREMENT SYSTEM 9.6% $94,036,032 6,566,762 STATE OF MICHIGAN RETIREMENT SYSTEM 31 May 2024
BANK OF AMERICA CORP /DE/ 6.5% $72,030,775 4,596,731 BANK OF AMERICA CORP /DE/ 30 Jun 2025

As of 30 Sep 2025, 83 institutional investors reported holding 27,839,145 shares of Kayne Anderson BDC, Inc. - Common stock, par value $0.001 per share (KBDC). This represents 41% of the company’s total 68,403,771 outstanding shares.

Top 25 Institutional Shareholders

The largest institutional shareholders of Kayne Anderson BDC, Inc. - Common stock, par value $0.001 per share (KBDC) together control 39% of the company’s outstanding shares — a level of ownership often associated with strong institutional conviction and long‑term capital commitment.

Institution Ownership % Shares Held Share Change % Portfolio % Holdings Value
Koch, Inc. 18% 12,181,352 0% 21% $162,255,605
BANK OF AMERICA CORP /DE/ 7.6% 5,211,124 +13% 0.01% $69,412,172
Merit Financial Group, LLC 2.5% 1,738,174 0% 0.21% $23,152,478
Pathstone Holdings, LLC 2.1% 1,446,054 +613% 0.07% $19,261,431
Sage Mountain Advisors LLC 1.5% 1,058,487 +14% 0.81% $14,099,047
Requisite Capital Management, LLC 1.1% 756,955 -10% 1.7% $10,385,417
Corient Private Wealth LLC 0.77% 527,765 -1.8% 0.01% $7,029,835
BlackRock, Inc. 0.66% 453,833 +4652% 0% $6,045,056
Callodine Capital Management, LP 0.58% 400,000 +18% 0.47% $5,328,000
Keebeck Wealth Management 0.5% 342,785 -15% 0.56% $4,703,010
FRANKLIN RESOURCES INC 0.45% 308,220 +38% 0% $4,105,490
RIVERNORTH CAPITAL MANAGEMENT, LLC 0.4% 273,610 0.21% $3,644,485
HB Wealth Management, LLC 0.32% 220,290 +12% 0.02% $2,934,276
MORGAN STANLEY 0.31% 214,359 +30% 0% $2,855,262
AG Asset Advisory, LLC 0.3% 203,300 2.2% $2,707,956
RENAISSANCE TECHNOLOGIES LLC 0.23% 158,559 -46% 0% $2,112,006
UBS Group AG 0.23% 158,023 -33% 0% $2,104,866
SlateStone Wealth, LLC 0.22% 149,973 -2% 0.17% $1,998,000
Centric Wealth Management 0.21% 143,369 -11% 0.47% $2,058,775
EQUITEC PROPRIETARY MARKETS, LLC 0.18% 121,998 0% 9.7% $1,625,013
North Ground Capital 0.15% 100,000 0.82% $1,332,000
Cresset Asset Management, LLC 0.14% 93,542 0% 0.01% $1,283,396
MILLENNIUM MANAGEMENT LLC 0.12% 83,075 -38% 0% $1,106,559
Inscription Capital, LLC 0.12% 81,132 0% 0.12% $1,080,678
WELLS FARGO & COMPANY/MN 0.12% 79,538 +11% 0% $1,059,442

Institutional Holders of Kayne Anderson BDC, Inc. - Common stock, par value $0.001 per share (KBDC) across Reporting Periods

Period Reported Shares, Excl. Options Value, Excl. Options Value Change Price (Median) Investors
2025 Q4 229,106 $3,280,803 -$61,319 $14.32 9
2025 Q3 27,839,145 $371,499,317 +$37,514,856 $13.32 83
2025 Q2 24,970,387 $381,690,648 +$285,381,160 $15.26 70
2025 Q1 6,234,539 $101,384,565 +$35,409,222 $16.22 62
2024 Q4 4,046,219 $66,964,692 +$42,622,258 $16.54 47
2024 Q3 1,465,527 $23,739,030 +$1,155,705 $16.21 20
2024 Q2 1,392,869 $22,216,011 +$22,216,011 $15.95 16