HOUSTON, TX
KAYNE ANDERSON BDC, INC.KBDC— Latest position per institution from SEC 13F filings
15
Institutional holders
35.94M
Total shares held
485.30M
Estimated value
1.80M
Avg. position size
KOCH, INC.
CIK 2027344
Shares
12.18M
Value
167.13M
Filed
Mar 31, 2026
STATE OF MICHIGAN RETIREMENT SYSTEM
CIK 762152
Shares
6.57M
Value
90.10M
Filed
Mar 31, 2026
BANK OF AMERICA CORP /DE/
CIK 70858
Shares
5.57M
Value
76.35M
Filed
Mar 31, 2026
HF CAPITAL, LLC
CIK 2063476
Shares
2.35M
Value
32.17M
Filed
Mar 31, 2026
MERIT FINANCIAL GROUP, LLC
CIK 1621225
Shares
1.74M
Value
23.15M
Filed
Sep 30, 2025
PATHSTONE HOLDINGS, LLC
CIK 2011612
Shares
1.12M
Value
15.34M
Filed
Mar 31, 2026
FRANKLIN RESOURCES INC
CIK 38777
Shares
752.19K
Value
10.32M
Filed
Mar 31, 2026
UBS GROUP AG
CIK 1610520
Shares
647.49K
Value
8.88M
Filed
Mar 31, 2026
REQUISITE CAPITAL MANAGEMENT, LLC
CIK 1730573
Shares
605.75K
Value
8.55M
Filed
Mar 31, 2026
VAN ECK ASSOCIATES CORP
CIK 869178
Shares
598.44K
Value
8.21K
Filed
Mar 31, 2026
RUSSELL INVESTMENTS GROUP, LTD.
CIK 1692234
Shares
551.82K
Value
7.57M
Filed
Mar 31, 2026
ALYESKA INVESTMENT GROUP, L.P.
CIK 1453072
Shares
473.99K
Value
7.84M
Filed
Dec 31, 2024
MORGAN STANLEY
CIK 895421
Shares
458.06K
Value
6.28M
Filed
Mar 31, 2026
SAGE MOUNTAIN ADVISORS LLC
CIK 1832274
Shares
418.06K
Value
5.74M
Filed
Mar 31, 2026
KENNEDY CAPITAL MANAGEMENT LLC
CIK 884589
Shares
391.13K
Value
5.37M
Filed
Mar 31, 2026
CORIENT PRIVATE WEALTH LLC
CIK 1948780
Shares
377.46K
Value
4.75M
Filed
Mar 31, 2026
KEEBECK WEALTH MANAGEMENT
CIK 1803675
Shares
342.79K
Value
4.70M
Filed
Sep 30, 2025
CALLODINE CAPITAL MANAGEMENT, LP
CIK 1741675
Shares
291.74K
Value
4M
Filed
Mar 31, 2026
RIVERNORTH CAPITAL MANAGEMENT, LLC
CIK 1447578
Shares
273.61K
Value
3.64M
Filed
Sep 30, 2025
ACTIVEST WEALTH MANAGEMENT
CIK 1883134
Shares
246.97K
Value
3.39M
Filed
Mar 31, 2026
| # | Institution | CIK | Shares | Est. Value | Period |
|---|---|---|---|---|---|
| 1 | KOCH, INC. | 2027344 | 12.18M | 167.13M | Mar 31, 2026 |
| 2 | STATE OF MICHIGAN RETIREMENT SYSTEM | 762152 | 6.57M | 90.10M | Mar 31, 2026 |
| 3 | BANK OF AMERICA CORP /DE/ | 70858 | 5.57M | 76.35M | Mar 31, 2026 |
| 4 | HF CAPITAL, LLC | 2063476 | 2.35M | 32.17M | Mar 31, 2026 |
| 5 | MERIT FINANCIAL GROUP, LLC | 1621225 | 1.74M | 23.15M | Sep 30, 2025 |
| 6 | PATHSTONE HOLDINGS, LLC | 2011612 | 1.12M | 15.34M | Mar 31, 2026 |
| 7 | FRANKLIN RESOURCES INC | 38777 | 752.19K | 10.32M | Mar 31, 2026 |
| 8 | UBS GROUP AG | 1610520 | 647.49K | 8.88M | Mar 31, 2026 |
| 9 | REQUISITE CAPITAL MANAGEMENT, LLC | 1730573 | 605.75K | 8.55M | Mar 31, 2026 |
| 10 | VAN ECK ASSOCIATES CORP | 869178 | 598.44K | 8.21K | Mar 31, 2026 |
| 11 | RUSSELL INVESTMENTS GROUP, LTD. | 1692234 | 551.82K | 7.57M | Mar 31, 2026 |
| 12 | ALYESKA INVESTMENT GROUP, L.P. | 1453072 | 473.99K | 7.84M | Dec 31, 2024 |
| 13 | MORGAN STANLEY | 895421 | 458.06K | 6.28M | Mar 31, 2026 |
| 14 | SAGE MOUNTAIN ADVISORS LLC | 1832274 | 418.06K | 5.74M | Mar 31, 2026 |
| 15 | KENNEDY CAPITAL MANAGEMENT LLC | 884589 | 391.13K | 5.37M | Mar 31, 2026 |
| 16 | CORIENT PRIVATE WEALTH LLC | 1948780 | 377.46K | 4.75M | Mar 31, 2026 |
| 17 | KEEBECK WEALTH MANAGEMENT | 1803675 | 342.79K | 4.70M | Sep 30, 2025 |
| 18 | CALLODINE CAPITAL MANAGEMENT, LP | 1741675 | 291.74K | 4M | Mar 31, 2026 |
| 19 | RIVERNORTH CAPITAL MANAGEMENT, LLC | 1447578 | 273.61K | 3.64M | Sep 30, 2025 |
| 20 | ACTIVEST WEALTH MANAGEMENT | 1883134 | 246.97K | 3.39M | Mar 31, 2026 |
Data sourced from SEC Form 13F institutional holdings reports. Positions reflect the most recent filing per institution.