DOSSIER · 13F Holders · Q1 2026Defensive growthQuality
KBDC

Kayne Anderson Bdc Inc COM SHS

96 institutions still hold Kayne Anderson Bdc Inc COM SHS as of Q1 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 48662x105·96 13F holders·last filed Mar 31, 2026
Market cap
0.1%
vs prior quarter
13F value held
$461M
70.0% inst. owned
of float
Holders
96
+41 QoQ
filers reporting
Activity
+82 / −66
+852 added · −676 reduced
this quarter
Concentration
36.24%
Koch, Inc. #1
top holder share
AI Holders Summary · Q1 2026

96 institutions reported KBDC in Q1 2026. Koch, Inc. leads at 36.2% of the visible book. +41 net new institutions vs prior quarter — accumulation reading.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

#HolderValueShares% port.Quarter
01
Koch, Inc.
CIK 0002027344
$167M12.2M18.13%Q1 2026
02
STATE OF MICHIGAN RETIREMENT SYSTEM
CIK 0000762152
$90M6.6M0.48%Q1 2026
03
BANK OF AMERICA CORP /DE/
CIK 0000070858
$76M5.6M0.01%Q1 2026
04
HF Capital, LLC
CIK 0002063476
$32M2.3M13.45%Q1 2026
05
Pathstone Holdings, LLC
CIK 0002011612
$15M1.1M0.06%Q1 2026
06
FRANKLIN RESOURCES INC
CIK 0000038777
$10M752K0.00%Q1 2026
07
UBS Group AG
CIK 0001610520
$9M647K0.00%Q1 2026
08
Requisite Capital Management, LLC
CIK 0001730573
$9M606K1.59%Q1 2026
09
Russell Investments Group, Ltd.
CIK 0001692234
$8M552K0.01%Q1 2026
10
MORGAN STANLEY
CIK 0000895421
$6M458K0.00%Q1 2026
11
Sage Mountain Advisors LLC
CIK 0001832274
$6M418K0.40%Q1 2026
12
KENNEDY CAPITAL MANAGEMENT LLC
CIK 0000884589
$5M391K0.11%Q1 2026
13
Corient Private Wealth LLC
CIK 0001948780
$5M377K0.01%Q1 2026
14
Callodine Capital Management, LP
CIK 0001741675
$4M292K0.28%Q1 2026
15
Activest Wealth Management
CIK 0001883134
$3M247K0.60%Q1 2026
16
BlackRock, Inc.
CIK 0002012383
$3M242K0.00%Q1 2026
17
HB Wealth Management, LLC
CIK 0001911253
$3M235K0.02%Q1 2026
18
WELLS FARGO & COMPANY/MN
CIK 0000072971
$3M226K0.00%Q1 2026
19
AMERICAN FINANCIAL GROUP INC
CIK 0001042046
$3M206K1.05%Q1 2026
20
AG Asset Advisory, LLC
CIK 0001625008
$3M203K2.31%Q1 2026
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