Kayne Anderson BDC, Inc. (KBDC) — Institutional Holders, Q2 2026
93 institutional investment managers reported a KBDC position on SEC Form 13F-HR for the quarter ended June 30, 2026, with a combined reported value of $432.0M. Every filer is listed below, ranked by position value. Put and call option positions are excluded, and a firm filing several lots or share classes is shown once with its total.
KBDC in Q2 2026: what funds did
Funds that filed a 13F for both Q1 2026 and Q2 2026, by what they did with the common stock. Share counts are adjusted for any split between the two quarters; dollar figures are the change in shares at this quarter’s price.
Biggest buyers
- Columbus MacroNew · +610,736 sh+$8.3M
- ENVESTNET ASSET MANAGEMENTNew · +608,963 sh+$8.2M
- Cetera Investment AdvisersNew · +590,495 sh+$8.0M
- Russell Investments Group, Ltd.Added · +244,504 sh+$3.3M
- MORGAN STANLEYAdded · +204,063 sh+$2.8M
Biggest sellers
- BANK OF AMERICATrimmed · -5,440,637 sh-$73.6M
- KochTrimmed · -1,696,347 sh-$23.0M
- Corient Private WealthTrimmed · -193,585 sh-$2.6M
- Callodine Capital ManagementTrimmed · -190,366 sh-$2.6M
- JANE STREET GROUPTrimmed · -159,680 sh-$2.2M
KBDC 13F holders ranked 1–93 of 93
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 1 | Koch#1 · 10,485,004 sh | 10,485,004 | $141.9M | 12.96% | -13.9% |
| 2 | STATE TREASURER STATE OF MICHIGAN#2 · 6,566,762 sh | 6,566,762 | $88.8M | 0.39% | 0.0% |
| 3 | HF Capital#3 · 2,216,905 sh | 2,216,905 | $30.0M | 10.11% | -5.5% |
| 4 | Pathstone#4 · 1,063,041 sh | 1,063,041 | $14.4M | 0.04% | -4.9% |
| 5 | Russell Investments Group, Ltd.#5 · 796,324 sh | 796,324 | $10.8M | <0.01% | +44.3% |
| 6 | FRANKLIN RESOURCES#6 · 779,757 sh | 779,757 | $10.6M | <0.01% | +3.7% |
| 7 | UBS Group AG#7 · 747,232 sh | 747,232 | $10.1M | <0.01% | +15.4% |
| 8 | VAN ECK ASSOCIATES#8 · 669,889 sh | 669,889 | $9.1M | <0.01% | +11.9% |
| 9 | Requisite Capital Management#9 · 645,130 sh | 645,130 | $9.0M | 1.49% | +6.5% |
| 10 | MORGAN STANLEY#10 · 662,123 sh | 662,123 | $9.0M | <0.01% | +44.5% |
| 11 | Columbus Macro#11 · 610,736 sh | 610,736 | $8.3M | — | New |
| 12 | ENVESTNET ASSET MANAGEMENT#12 · 608,963 sh | 608,963 | $8.2M | <0.01% | New |
| 13 | Cetera Investment Advisers#13 · 590,495 sh | 590,495 | $8.0M | <0.01% | New |
| 14 | KENNEDY CAPITAL MANAGEMENT#14 · 384,999 sh | 384,999 | $5.2M | 0.09% | -1.6% |
| 15 | Sage Mountain Advisors#15 · 353,274 sh | 353,274 | $4.8M | 0.29% | -15.5% |
| 16 | AMERICAN FINANCIAL GROUP#16 · 283,903 sh | 283,903 | $3.8M | 1.35% | +37.9% |
| 17 | HB Wealth Management#17 · 280,189 sh | 280,189 | $3.8M | — | +19.1% |
| 18 | RENAISSANCE TECHNOLOGIES#18 · 250,829 sh | 250,829 | $3.4M | <0.01% | +72.6% |
| 19 | WELLS FARGO & COMPANY#19 · 239,142 sh | 239,142 | $3.2M | <0.01% | +5.6% |
| 20 | BlackRock#20 · 235,871 sh | 235,871 | $3.2M | 0.00% | -2.3% |
| 21 | AG Asset Advisory#21 · 203,300 sh | 203,300 | $2.8M | 2.22% | 0.0% |
| 22 | HRT FINANCIAL#22 · 186,489 sh | 186,489 | $2.5M | <0.01% | +52.4% |
| 23 | Corient Private Wealth#23 · 183,877 sh | 183,877 | $2.5M | <0.01% | -51.3% |
| 24 | Activest Wealth Management#24 · 149,137 sh | 149,137 | $2.0M | — | -39.6% |
| 25 | Centric Wealth Management#25 · 131,578 sh | 131,578 | $2.0M | 0.31% | 0.0% |
| 26 | CITADEL ADVISORS#26 · 129,630 sh | 129,630 | $1.8M | <0.01% | +66.7% |
| 27 | BANK OF AMERICA#27 · 124,586 sh | 124,586 | $1.7M | <0.01% | -97.8% |
| 28 | DBA TRADING#28 · 121,998 sh | 121,998 | $1.7M | 0.84% | 0.0% |
| 29 | MILLENNIUM MANAGEMENT#29 · 104,225 sh | 104,225 | $1.4M | <0.01% | +358.6% |
| 30 | Callodine Capital Management#30 · 101,375 sh | 101,375 | $1.4M | 0.09% | -65.3% |
| 31 | Adams Asset Advisors#31 · 101,163 sh | 101,163 | $1.4M | — | +397.3% |
| 32 | STATE STREET#32 · 97,936 sh | 97,936 | $1.4M | 0.00% | +17.8% |
| 33 | Hennion & Walsh Asset Management#33 · 99,755 sh | 99,755 | $1.3M | — | +46.0% |
| 34 | Cresset Asset Management#34 · 95,136 sh | 95,136 | $1.3M | <0.01% | 0.0% |
| 35 | STIFEL FINANCIAL#35 · 83,186 sh | 83,186 | $1.1M | <0.01% | +77.4% |
| 36 | Inscription Capital#36 · 81,132 sh | 81,132 | $1.1M | 0.10% | 0.0% |
| 37 | Closed-End Fund Advisors#37 · 78,501 sh | 78,501 | $1.1M | 1.04% | +118.9% |
| 38 | COMMONWEALTH EQUITY SERVICES#38 · 75,193 sh | 75,193 | $1.0M | <0.01% | New |
| 39 | CONFLUENCE INVESTMENT MANAGEMENT#39 · 74,821 sh | 74,821 | $1.0M | — | -0.2% |
| 40 | ROYAL BANK OF CANADA#40 · 70,209 sh | 70,209 | $950.0K | <0.01% | +3.9% |
| 41 | Cerity Partners#41 · 67,820 sh | 67,820 | $917.6K | <0.01% | +0.9% |
| 42 | BROWN ADVISORY#42 · 64,595 sh | 64,595 | $874.0K | <0.01% | +4.6% |
| 43 | Legacy Wealth Advisors#43 · 59,089 sh | 59,089 | $799.5K | 0.35% | 0.0% |
| 44 | Accredited Investors#44 · 50,898 sh | 50,898 | $688.6K | 0.03% | 0.0% |
| 45 | OSAIC#45 · 44,676 sh | 44,676 | $604.5K | <0.01% | +309.8% |
| 46 | Quantinno Capital Management#46 · 43,836 sh | 43,836 | $593.1K | <0.01% | 0.0% |
| 47 | Kovack Advisors#47 · 41,922 sh | 41,922 | $567.2K | 0.03% | New |
| 48 | Belpointe Asset Management#48 · 41,610 sh | 41,610 | $563.0K | 0.02% | +9.0% |
| 49 | UMB Bank, n.a.#49 · 37,165 sh | 37,165 | $502.8K | <0.01% | New |
| 50 | XTX Topco Ltd#50 · 36,857 sh | 36,857 | $498.7K | <0.01% | -53.9% |
| 51 | Dynamic Technology Lab Private Ltd#51 · 33,872 sh | 33,872 | $458.0K | 0.10% | +84.3% |
| 52 | RAYMOND JAMES FINANCIAL#52 · 31,640 sh | 31,640 | $428.1K | <0.01% | New |
| 53 | Apollon Wealth Management#53 · 31,354 sh | 31,354 | $424.2K | — | 0.0% |
| 54 | JANE STREET GROUP#54 · 30,035 sh | 30,035 | $406.4K | 0.00% | -84.2% |
| 55 | TCTC#55 · 29,805 sh | 29,805 | $403.3K | 0.01% | +150.0% |
| 56 | HighTower Advisors#56 · 26,441 sh | 26,441 | $357.7K | <0.01% | -20.5% |
| 57 | TRUIST FINANCIAL#57 · 25,459 sh | 25,459 | $344.5K | <0.01% | +1.4% |
| 58 | SEI INVESTMENTS#58 · 24,580 sh | 24,580 | $332.6K | <0.01% | -53.8% |
| 59 | Invesco Ltd.#59 · 23,537 sh | 23,537 | $318.5K | 0.00% | +53.2% |
| 60 | Squarepoint Ops#60 · 22,705 sh | 22,705 | $307.2K | <0.01% | +126.1% |
| 61 | EAGLE GLOBAL ADVISORS#61 · 21,550 sh | 21,550 | $291.6K | <0.01% | New |
| 62 | NewEdge Advisors#62 · 21,067 sh | 21,067 | $285.0K | <0.01% | 0.0% |
| 63 | Platt Wealth Management#63 · 20,079 sh | 20,079 | $271.0K | 0.22% | 0.0% |
| 64 | Birchview Capital#64 · 20,000 sh | 20,000 | $270.6K | 0.13% | 0.0% |
| 65 | TT Capital Management#65 · 20,000 sh | 20,000 | $270.6K | — | -5.2% |
| 66 | WOODLEY FARRA MANION PORTFOLIO MANAGEMENT#66 · 18,447 sh | 18,447 | $257.0K | 0.01% | 0.0% |
| 67 | Brevan Howard Capital Management#67 · 17,085 sh | 17,085 | $231.2K | <0.01% | +37.4% |
| 68 | CARY STREET PARTNERS FINANCIAL#68 · 16,480 sh | 16,480 | $223.0K | <0.01% | +13.8% |
| 69 | Generali Investments CEE, investicni spolecnost, a.s.#69 · 15,835 sh | 15,835 | $214.2K | — | 0.0% |
| 70 | Advisors Asset Management#70 · 15,730 sh | 15,730 | $212.8K | <0.01% | New |
| 71 | Veery Capital#71 · 14,901 sh | 14,901 | $201.6K | — | 0.0% |
| 72 | PRICE T ROWE ASSOCIATES#72 · 14,407 sh | 14,407 | $195.0K | 0.00% | -10.8% |
| 73 | Virtu Financial#73 · 14,036 sh | 14,036 | $190.0K | <0.01% | New |
| 74 | Rockefeller Capital Management L.P.#74 · 13,006 sh | 13,006 | $176.0K | <0.01% | 0.0% |
| 75 | Balentine#75 · 11,922 sh | 11,922 | $161.3K | <0.01% | 0.0% |
| 76 | Sovereign Financial Group#76 · 11,555 sh | 11,555 | $156.3K | 0.02% | +2.1% |
| 77 | Windsor Advisory Group#77 · 11,222 sh | 11,222 | $151.8K | 0.11% | New |
| 78 | Baird Financial Group#78 · 10,859 sh | 10,859 | $146.9K | <0.01% | New |
| 79 | Forvis Mazars Wealth Advisors#79 · 10,504 sh | 10,504 | $142.1K | — | 0.0% |
| 80 | Advisory Services Network#80 · 10,267 sh | 10,267 | $138.9K | <0.01% | +0.5% |
| 81 | D. E. Shaw#81 · 10,167 sh | 10,167 | $137.6K | <0.01% | -30.8% |
| 82 | nVerses Capital#82 · 10,104 sh | 10,104 | $136.7K | 0.21% | -14.9% |
| 83 | KAVAR CAPITAL PARTNERS GROUP#83 · 10,000 sh | 10,000 | $135.3K | 0.02% | New |
| 84 | Security National Bank#84 · 4,404 sh | 4,404 | $59.6K | — | 0.0% |
| 85 | Quantbot Technologies#85 · 3,918 sh | 3,918 | $53.0K | <0.01% | New |
| 86 | BNP PARIBAS FINANCIAL MARKETS#86 · 2,400 sh | 2,400 | $32.5K | 0.00% | -78.0% |
| 87 | Fourth Dimension Wealth#87 · 1,000 sh | 1,000 | $13.5K | <0.01% | New |
| 88 | Founders Capital Management#88 · 800 sh | 800 | $10.8K | — | 0.0% |
| 89 | Clearstead Advisors#89 · 300 sh | 300 | $4.1K | 0.00% | New |
| 90 | Roxbury Financial#90 · 168 sh | 168 | $2.3K | — | New |
| 91 | Caitong International Asset Management , Ltd#91 · 34 sh | 34 | $460.00 | <0.01% | +25.9% |
| 92 | JPMORGAN CHASE#92 · 13 sh | 13 | $181.00 | 0.00% | 0.0% |
| 93 | HUNTINGTON NATIONAL BANK#93 · 1 sh | 1 | $7.00 | 0.00% | 0.0% |
Funds that sold out of KBDC in Q2 2026 (16)
Held KBDC at the end of Q1 2026 and filed a Q2 2026 13F without it. Not in the list above, because they no longer hold it. Largest prior position first.
| Institution | Shares sold | Value in Q1 2026 |
|---|---|---|
| SUSQUEHANNA INTERNATIONAL GROUP, LLP21,231 sh | 21,231 | $291.3K |
| ZACKS INVESTMENT MANAGEMENT17,950 sh | 17,950 | $246.3K |
| CreativeOne Wealth17,950 sh | 17,950 | $246.3K |
| SGL Investment Advisors15,799 sh | 15,799 | $230.7K |
| SNS Financial Group14,947 sh | 14,947 | $211.1K |
| MQS Management14,896 sh | 14,896 | $204.4K |
| Magnus Financial Group13,225 sh | 13,225 | $181.4K |
| Arcus Capital Partners12,375 sh | 12,375 | $169.8K |
| Valeo Financial Advisors12,090 sh | 12,090 | $165.9K |
| BALYASNY ASSET MANAGEMENT L.P.11,353 sh | 11,353 | $155.8K |
| CITIGROUP4,792 sh | 4,792 | $65.7K |
| Aquatic Capital Management3,103 sh | 3,103 | $42.6K |
| MAI Capital Management2,400 sh | 2,400 | $32.9K |
| NOMURA ASSET MANAGEMENT LTD2,058 sh | 2,058 | $28.2K |
| Tower Research Capital (TRC)526 sh | 526 | $7.2K |
| Sound Income Strategies250 sh | 250 | $3.4K |
Source: Form 13F-HR filings on SEC EDGAR, Q2 2026. Values are as reported by each manager at quarter end. “% of portfolio” is the position’s share of the manager’s total reported 13F value for the same quarter. “New” means the manager filed a 13F for Q1 2026 without this position; a dash means no comparison is available. Where a manager’s own filing is internally inconsistent its value is withheld and it is listed last. 13F data shows reported holdings, not recommendations.