HOUSTON, TX
KAYNE ANDERSON BDC, INC.KBDC— Latest position per institution from SEC 13F filings
15
Institutional holders
30.40M
Total shares held
412.66M
Estimated value
1.52M
Avg. position size
KOCH, INC.
CIK 2027344
Shares
10.49M
Value
141.86M
Filed
Jun 30, 2026
STATE OF MICHIGAN RETIREMENT SYSTEM
CIK 762152
Shares
6.57M
Value
88.85M
Filed
Jun 30, 2026
HF CAPITAL, LLC
CIK 2063476
Shares
2.22M
Value
29.99M
Filed
Jun 30, 2026
MERIT FINANCIAL GROUP, LLC
CIK 1621225
Shares
1.74M
Value
23.15M
Filed
Sep 30, 2025
PATHSTONE HOLDINGS, LLC
CIK 2011612
Shares
1.06M
Value
14.38M
Filed
Jun 30, 2026
RUSSELL INVESTMENTS GROUP, LTD.
CIK 1692234
Shares
796.22K
Value
10.77M
Filed
Jun 30, 2026
FRANKLIN RESOURCES INC
CIK 38777
Shares
779.76K
Value
10.55M
Filed
Jun 30, 2026
UBS GROUP AG
CIK 1610520
Shares
747.23K
Value
10.11M
Filed
Jun 30, 2026
VAN ECK ASSOCIATES CORP
CIK 869178
Shares
669.89K
Value
9.06M
Filed
Jun 30, 2026
MORGAN STANLEY
CIK 895421
Shares
662.12K
Value
8.96M
Filed
Jun 30, 2026
REQUISITE CAPITAL MANAGEMENT, LLC
CIK 1730573
Shares
645.13K
Value
8.99M
Filed
Jun 30, 2026
COLUMBUS MACRO, LLC
CIK 1727269
Shares
610.74K
Value
8.26M
Filed
Jun 30, 2026
ENVESTNET ASSET MANAGEMENT INC
CIK 1407543
Shares
608.96K
Value
8.24M
Filed
Jun 30, 2026
CETERA INVESTMENT ADVISERS
CIK 1666741
Shares
590.50K
Value
7.99M
Filed
Jun 30, 2026
ALYESKA INVESTMENT GROUP, L.P.
CIK 1453072
Shares
473.99K
Value
7.84M
Filed
Dec 31, 2024
KENNEDY CAPITAL MANAGEMENT LLC
CIK 884589
Shares
385K
Value
5.21M
Filed
Jun 30, 2026
CORIENT PRIVATE WEALTH LP
CIK 1948780
Shares
377.86K
Value
5.11M
Filed
Jun 30, 2026
SAGE MOUNTAIN ADVISORS LLC
CIK 1832274
Shares
353.27K
Value
4.78M
Filed
Jun 30, 2026
KEEBECK WEALTH MANAGEMENT
CIK 1803675
Shares
342.79K
Value
4.70M
Filed
Sep 30, 2025
AMERICAN FINANCIAL GROUP INC
CIK 1042046
Shares
283.90K
Value
3.84M
Filed
Jun 30, 2026
| # | Institution | CIK | Shares | Est. Value | Period |
|---|---|---|---|---|---|
| 1 | KOCH, INC. | 2027344 | 10.49M | 141.86M | Jun 30, 2026 |
| 2 | STATE OF MICHIGAN RETIREMENT SYSTEM | 762152 | 6.57M | 88.85M | Jun 30, 2026 |
| 3 | HF CAPITAL, LLC | 2063476 | 2.22M | 29.99M | Jun 30, 2026 |
| 4 | MERIT FINANCIAL GROUP, LLC | 1621225 | 1.74M | 23.15M | Sep 30, 2025 |
| 5 | PATHSTONE HOLDINGS, LLC | 2011612 | 1.06M | 14.38M | Jun 30, 2026 |
| 6 | RUSSELL INVESTMENTS GROUP, LTD. | 1692234 | 796.22K | 10.77M | Jun 30, 2026 |
| 7 | FRANKLIN RESOURCES INC | 38777 | 779.76K | 10.55M | Jun 30, 2026 |
| 8 | UBS GROUP AG | 1610520 | 747.23K | 10.11M | Jun 30, 2026 |
| 9 | VAN ECK ASSOCIATES CORP | 869178 | 669.89K | 9.06M | Jun 30, 2026 |
| 10 | MORGAN STANLEY | 895421 | 662.12K | 8.96M | Jun 30, 2026 |
| 11 | REQUISITE CAPITAL MANAGEMENT, LLC | 1730573 | 645.13K | 8.99M | Jun 30, 2026 |
| 12 | COLUMBUS MACRO, LLC | 1727269 | 610.74K | 8.26M | Jun 30, 2026 |
| 13 | ENVESTNET ASSET MANAGEMENT INC | 1407543 | 608.96K | 8.24M | Jun 30, 2026 |
| 14 | CETERA INVESTMENT ADVISERS | 1666741 | 590.50K | 7.99M | Jun 30, 2026 |
| 15 | ALYESKA INVESTMENT GROUP, L.P. | 1453072 | 473.99K | 7.84M | Dec 31, 2024 |
| 16 | KENNEDY CAPITAL MANAGEMENT LLC | 884589 | 385K | 5.21M | Jun 30, 2026 |
| 17 | CORIENT PRIVATE WEALTH LP | 1948780 | 377.86K | 5.11M | Jun 30, 2026 |
| 18 | SAGE MOUNTAIN ADVISORS LLC | 1832274 | 353.27K | 4.78M | Jun 30, 2026 |
| 19 | KEEBECK WEALTH MANAGEMENT | 1803675 | 342.79K | 4.70M | Sep 30, 2025 |
| 20 | AMERICAN FINANCIAL GROUP INC | 1042046 | 283.90K | 3.84M | Jun 30, 2026 |
Data sourced from SEC Form 13F institutional holdings reports. Positions reflect the most recent filing per institution.