KBDC Institutional Ownership
Who owns Kayne Anderson BDC, Inc. and what the big funds did with it last quarter, from every SEC 13F filing. 94 funds reported holding KBDC at Jun 30, 2026, together owning 48.4% of the company.
- ▲50 buying vs 36 selling
- ▼Held by funds -7.3 pts
- ●Funds holding +0
- ▲Superinvestors: 3 added, 0 cut
- ●Put/call not meaningful
What the filings show, not a forecast. Positions can be up to 45 days old and leave out short sales.
Funds holding and ownership
8 quartersQuarter over quarter
all 13F filers| Q2 2026 | This quarter | Q1 2026 | Change |
|---|---|---|---|
| Funds holding | 94 | 94 | 0.0% |
| In funds' top 10 | 3 | 3 | 0.0% |
| 13F shares | 32M | 36.8M | −13.0% |
| Held by funds | 48.4% | 55.7% | −7.3 pts |
| New positions | 17 | 19 | −10.5% |
| Increased | 33 | 22 | +50.0% |
| Reduced | 20 | 22 | −9.1% |
| Sold out | 16 | 12 | +33.3% |
| Calls (shares) | 0 | 0 | – |
| Puts (shares) | 0 | 0 | – |
| Put/call ratio | – | – | – |
Buyers vs sellers
adding or new vs cutting or sold outSuperinvestors in KBDC
All superinvestors →
Who owns KBDC
share of fund held shares- Index and passive funds3.2%
- Active managers and hedge funds69.8%
- Banks and brokers6.4%
- Pensions, insurers and other20.6%
The top 10 holders own 77.0% of all KBDC shares that funds reported. Groups are our own grouping of filers by name.
Filed so far for Q3 2026
14 funds changed their position- Sage Mountain Advisors LLCAdded+195K sh
- Commonwealth Equity Services, LLCTrimmed−45K sh
- HB Wealth Management, LLCTrimmed−44K sh
- Columbus Macro, LLCAdded+37K sh
- Hennion & Walsh Asset Management, Inc.Added+30K sh
🔒 Free account: see all 14.
Top holders
Q2 2026| # | Fund | Of company | Shares | Value | Change |
|---|---|---|---|---|---|
| 1 | Koch, Inc. | 15.88% | 10.5M | $142M | −1.7M |
| 2 | State of Michigan Retirement System | 9.94% | 6.6M | $88.8M | 0 |
| 3 | HF Capital, LLC | 3.36% | 2.2M | $30M | −128K |
| 4 | Pathstone Holdings, LLC | 1.61% | 1.1M | $14.4M | −55K |
| 5 | Russell Investments Group, Ltd. | 1.21% | 796K | $10.8M | +245K |
| 6 | Franklin Resources Inc | 1.18% | 780K | $10.6M | +28K |
| 7 | UBS Group AG | 1.13% | 747K | $10.1M | +100K |
| 8 | Van Eck Associates Corp | 1.01% | 670K | $9.1M | +71K |
| 9 | Morgan Stanley | 1.00% | 662K | $9M | +204K |
| 10 | Requisite Capital Management, LLC | 0.98% | 645K | $9M | +39K |
- Columbus Macro, LLC+611K sh+$8.3M
- Envestnet Asset Management Inc+609K sh+$8.2M
- Cetera Investment Advisers+590K sh+$8M
- Russell Investments Group, Ltd.+245K sh+$3.3M
- Morgan Stanley+204K sh+$2.8M
- Renaissance Technologies LLC+106K sh+$1.4M
- UBS Group AG+100K sh+$1.3M
- Millennium Management LLC+81K sh+$1.1M
- Bank of America Corp /de/−5.4M sh−$73.6M
- Koch, Inc.−1.7M sh−$23M
- Corient Private Wealth LP−194K sh−$2.6M
- Callodine Capital Management, LP−190K sh−$2.6M
- Jane Street Group, LLC−160K sh−$2.2M
- HF Capital, LLC−128K sh−$1.7M
- Activest Wealth Management−98K sh−$1.3M
- Sage Mountain Advisors LLC−65K sh−$877K
KBDC institutional ownership FAQ
Who owns the most KBDC stock?
In Q2 2026 13F filings the largest holder of KBDC was Koch, Inc., followed by State of Michigan Retirement System and HF Capital, LLC. Index fund managers are usually the biggest holders of large companies.
What percentage of KBDC is owned by institutions?
Funds that file 13F reports held 48.4% of KBDC's shares at Jun 30, 2026, compared with 55.7% a quarter earlier. That counts every manager with more than $100 million in US stocks.
Are hedge funds buying KBDC?
In Q2 2026, 50 funds bought KBDC (17 of them new positions) and 36 sold (16 sold out completely). Among well known investors, 3 added and 0 cut. Our fund sentiment for KBDC is neutral.
What is KBDC's institutional put/call ratio?
Too few option positions were reported for a meaningful ratio.
How current is this KBDC ownership data?
13F filings show holdings at the end of each quarter and are due within 45 days, so positions can be up to six weeks old when they appear. We add each new filing within minutes, and the "filed so far" list shows funds that have already reported the next quarter.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Fund sentiment summarises what 13F filings show and is not a forecast. Holdings come from SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.