Morgan Stanley
KBDC

Morgan Stanley’s Kayne Anderson BDC KBDC Stock Holding History

Morgan Stanley’s Portfolio KBDC Stock Details KBDC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$8.96M Buy
662,123
+204,063
+45% +$2.94M ﹤0.01% 3782
2026
Q1 		$6.28M Buy
458,060
+57,604
+14% +$811K ﹤0.01% 3955
2025
Q4 		$5.73M Buy
400,456
+186,096
+87% +$2.71M ﹤0.01% 4077
2025
Q3 		$2.86M Buy
214,360
+48,945
+30% +$743K ﹤0.01% 4552
2025
Q2 		$2.52M Buy
165,415
+62,546
+61% +$988K ﹤0.01% 4558
2025
Q1 		$1.67M Buy
102,869
+34,633
+51% +$585K ﹤0.01% 4717
2024
Q4 		$1.13M Buy
68,236
+36,376
+114% +$598K ﹤0.01% 5030
2024
Q3 		$516K Buy
31,860
+29,710
+1,382% +$479K ﹤0.01% 5388
2024
Q2 		$34.3K Buy
+2,150
New +$34.9K ﹤0.01% 6287

Other funds holding KBDC

KI
Koch Inc Wichita, Kansas $1.09B AUM 59.79% 1-Year Est. Return
SOMRS
State of Michigan Retirement System Lansing, Michigan $22.6B AUM 40.24% 1-Year Est. Return
HC
HF Capital Knoxville, Tennessee $297M AUM
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $34.3B AUM 27.35% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return
RCM
Requisite Capital Management Dallas, Texas $605M AUM 17.2% 1-Year Est. Return
CM
Columbus Macro New Castle, Pennsylvania $1.03B AUM 17.77% 1-Year Est. Return

Morgan Stanley's KBDC Position: Q2 2026 in Review

Morgan Stanley increased its Kayne Anderson BDC (KBDC) stake by 45% in Q2 2026, buying an estimated $2.94M and bringing the position to 662,123 shares worth $8.96M. The position accounts for ﹤0.01% of the portfolio, ranked #3782.

Morgan Stanley first reported a position in KBDC in Q2 2024 and has held it in 9 quarters since. 93 funds tracked by Wall St. Rank hold KBDC as of Q2 2026.

  • Morgan Stanley held 662,123 shares of Kayne Anderson BDC worth $8.96M as of Q2 2026.
  • Morgan Stanley bought 204,063 Kayne Anderson BDC shares in Q2 2026, an estimated $2.94M.
  • Kayne Anderson BDC made up ﹤0.01% of Morgan Stanley's portfolio in Q2 2026, its #3782 holding.
  • Morgan Stanley first reported a position in Kayne Anderson BDC in Q2 2024 and has held it in 9 quarters since.
  • 93 funds tracked by Wall St. Rank held Kayne Anderson BDC as of Q2 2026.

Based on Morgan Stanley's 13F filing for Q2 2026, filed 13 Aug 2026.