Bain Capital Specialty Finance, Inc.
BCSF- Exchange
- NYSE
- SEC CIK
- 0001655050
No open-market purchases or sales by Bain Capital Specialty Finance, Inc. insiders were filed in the last 90 days; 128 institutions reported holding it in 13F filings for Q2 2026, worth $460.4M in total; no superinvestor holds it.
13F holders, Q2 2026
Institutional positions in Bain Capital Specialty Finance, Inc. as of Jun 30, 2026. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 128
- 0 vs. Q1 2026
- Shares held
- 36.8M
- +3.01M (+8.9%) vs. Q1 2026
- Total value
- $460.4M
- +$41.6M (+9.9%) vs. Q1 2026
- New holders
- 17
- 47 more added
- Sold out
- 17
- 44 more reduced
4 institutions that held it in Q1 2026 haven't filed for Q2 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2026: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting BCSF on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 128 | $460.4M |
| Q1 2026 | 132 | $419.4M |
| Q4 2025 | 142 | $477.3M |
| Q3 2025 | 139 | $476.4M |
| Q2 2025 | 143 | $494.0M |
| Q1 2025 | 149 | $552.0M |
| Q4 2024 | 137 | $590.5M |
| Q3 2024 | 133 | $542.8M |
| Q2 2024 | 143 | $519.3M |
| Q1 2024 | 138 | $537.3M |
| Q4 2023 | 135 | $509.9M |
| Q3 2023 | 125 | $509.2M |
| Q2 2023 | 117 | $453.3M |
| Q1 2023 | 115 | $382.2M |
| Q4 2022 | 120 | $389.3M |
| Q3 2022 | 99 | $397.0M |
| Q2 2022 | 99 | $444.5M |
| Q1 2022 | 90 | $508.0M |
| Q4 2021 | 99 | $490.7M |
| Q3 2021 | 97 | $467.8M |
| Q2 2021 | 94 | $493.7M |
| Q1 2021 | 95 | $500.3M |
Institutions, Q2 2026
Shares, value and share of portfolio for each institution holding Bain Capital Specialty Finance, Inc.; share changes are against Q1 2026.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Bain Capital Credit, LP | 11,822,433 | $148.0M | 40.24% | 00.0% | Unchanged |
| Bank of America Corp | 2,540,286 | $31.8M | 0.00% | −197,189−7.2% | Reduced |
| Cresset Asset Management, LLC | 2,394,561 | $30.0M | 0.11% | +321,717+15.5% | Added |
| UBS Group AG | 1,460,135 | $18.3M | 0.00% | +55,587+4.0% | Added |
| Van Eck Associates Corp | 1,378,326 | $17.3M | 0.01% | +253,902+22.6% | Added |
| Two Sigma Investments, LP | 1,374,383 | $17.2M | 0.01% | −140,572−9.3% | Reduced |
| Morgan Stanley | 1,254,889 | $15.7M | 0.00% | +108,756+9.5% | Added |
| Dimension Capital Management LLC | 1,253,662 | $15.7M | 1.84% | +29,172+2.4% | Added |
| Melia Wealth LLC | 872,753 | $10.9M | 6.29% | −290,335−25.0% | Reduced |
| Muzinich & Co., Inc. | 846,759 | $10.6M | 3.62% | +45,502+5.7% | Added |
| Russell Investments Group, Ltd. | 779,032 | $9.75M | 0.01% | +246,500+46.3% | Added |
| Franklin Resources Inc | 643,797 | $8.06M | 0.00% | +57,798+9.9% | Added |
| Sumitomo Mitsui Trust Holdings, Inc. | 617,822 | $7.74M | 0.00% | +16,725+2.8% | Added |
| Ares Management LLC | 588,471 | $7.37M | 0.32% | +493,817+521.7% | Added |
| Legal & General Group Plc | 541,547 | $6.78M | 0.00% | +41,334+8.3% | Added |
| SRS Capital Advisors, Inc. | 482,581 | $6.04M | 0.04% | +252,531+109.8% | Added |
| Caz Investments LP | 458,201 | $5.74M | 1.89% | +448,201+4,482.0% | Added |
| Envestnet Asset Management Inc | 457,491 | $5.73M | 0.00% | +457,491 | New |
| Columbus Macro, LLC | 451,309 | $5.65M | 0.55% | +451,309 | New |
| Cetera Investment Advisers | 445,675 | $5.58M | 0.01% | +445,675 | New |
| Hennion & Walsh Asset Management, Inc. | 370,141 | $4.63M | 0.13% | +14,238+4.0% | Added |
| GCM Grosvenor Holdings, LLC | 315,000 | $3.94M | 0.17% | +315,000 | New |
| HighTower Advisors, LLC | 313,570 | $3.93M | 0.00% | −60,402−16.2% | Reduced |
| CF Capital LLC | 224,000 | $2.80M | 3.36% | −109,982−32.9% | Reduced |
| Advisors Asset Management, Inc. | 221,091 | $2.77M | 0.04% | −13,026−5.6% | Reduced |
| Callodine Capital Management, LP | 200,000 | $2.50M | 0.16% | +92,651+86.3% | Added |
| BlackRock, Inc. | 195,937 | $2.45M | 0.00% | −8,973−4.4% | Reduced |
| Mariner, LLC | 160,671 | $2.01M | 0.00% | 00.0% | Unchanged |
| Texas Yale Capital Corp. | 154,197 | $1.93M | 0.04% | −9,355−5.7% | Reduced |
| XTX Topco Ltd | 152,032 | $1.90M | 0.02% | +47,500+45.4% | Added |
| Pathstone Holdings, LLC | 127,062 | $1.59M | 0.00% | +12,092+10.5% | Added |
| LPL Financial LLC | 125,070 | $1.57M | 0.00% | +9,255+8.0% | Added |
| Kestra Advisory Services, LLC | 120,706 | $1.51M | 0.00% | +7,091+6.2% | Added |
| Hager Investment Management Services, LLC | 114,900 | $1.44M | 0.66% | −12,530−9.8% | Reduced |
| Rockefeller Capital Management L.P. | 110,578 | $1.38M | 0.00% | −25,215−18.6% | Reduced |
| Cerity Partners LLC | 109,301 | $1.37M | 0.00% | +3,473+3.3% | Added |
| Wells Fargo & Company | 105,368 | $1.32M | 0.00% | +1,416+1.4% | Added |
| Curated Wealth Partners LLC | 100,000 | $1.25M | 0.15% | 00.0% | Unchanged |
| Cambridge Investment Research Advisors, Inc. | 100,032 | $1.25M | 0.00% | +49,616+98.4% | Added |
| Norden Group LLC | 97,227 | $1.22M | 0.10% | +27,005+38.5% | Added |
| Privium Fund Management (UK) Ltd | 95,551 | $1.19M | 0.50% | +95,551 | New |
| Trexquant Investment LP | 92,973 | $1.16M | 0.01% | −46,021−33.1% | Reduced |
| Heritage Trust Co | 91,325 | $1.14M | 0.10% | 00.0% | Unchanged |
| Neuberger Berman Group LLC | 88,351 | $1.11M | 0.00% | −8,282−8.6% | Reduced |
| Confluence Investment Management LLC | 87,630 | $1.10M | 0.02% | +946+1.1% | Added |
| Ameriprise Financial Inc | 85,214 | $1.07M | 0.00% | −1,459−1.7% | Reduced |
| Cerberus Capital Management, L.P. | 85,000 | $1.06M | 0.05% | 00.0% | Unchanged |
| Campbell & CO Investment Adviser LLC | 82,139 | $1.03M | 0.05% | +5,754+7.5% | Added |
| Advisor Group Holdings, Inc. | 81,536 | $1.02M | 0.00% | −13,663−14.4% | Reduced |
| Raymond James Financial Inc | 75,595 | $946.5K | 0.00% | −2,510−3.2% | Reduced |
| United Advisor Group, LLC | 74,946 | $938.3K | 0.10% | +1,153+1.6% | Added |
| Closed-End Fund Advisors, Inc. | 74,186 | $928.8K | 0.91% | −1,916−2.5% | Reduced |
| Royal Bank of Canada | 66,701 | $836.0K | 0.00% | −8,928−11.8% | Reduced |
| Garner Asset Management Corp | 65,434 | $819.2K | 0.27% | −5,772−8.1% | Reduced |
| Alpine Global Management, LLC | 65,369 | $818.4K | 0.13% | −36,015−35.5% | Reduced |
| Blair William & Co | 64,468 | $807.1K | 0.00% | +64,468 | New |
| Great West Life Assurance Co | 64,371 | $803.0K | 0.00% | +7,074+12.3% | Added |
| Susquehanna International Group, LLP | 57,493 | $719.8K | 0.00% | +57,493 | New |
| Commonwealth Equity Services, LLC | 56,927 | $712.7K | 0.00% | −5,083−8.2% | Reduced |
| Lido Advisors, LLC | 54,333 | $680.2K | 0.00% | +95+0.2% | Added |
| Invesco Ltd. | 49,721 | $622.5K | 0.00% | +1,354+2.8% | Added |
| Janney Montgomery Scott LLC | 48,772 | $611.0K | 0.00% | +1,236+2.6% | Added |
| Goldman Sachs Group Inc | 48,351 | $605.4K | 0.00% | +48,351 | New |
| Spartan Wealth Advisory Services LLC | 44,250 | $554.0K | 0.05% | −3,977−8.2% | Reduced |
| Ethos Financial Group, LLC | 43,519 | $544.9K | 0.04% | +6,669+18.1% | Added |
| Diversify Wealth Management, LLC | 42,002 | $528.0K | 0.01% | +4,024+10.6% | Added |
| Diversify Advisory Services, LLC | 42,002 | $528.0K | 0.01% | +42,002 | New |
| Farther Finance Advisors, LLC | 37,380 | $467.7K | 0.00% | +2,800+8.1% | Added |
| Independent Financial Group, LLC | 35,386 | $443.0K | 0.01% | −17,364−32.9% | Reduced |
| Virtus Investment Advisers, Inc. | 32,810 | $410.8K | 0.10% | −9,678−22.8% | Reduced |
| Foster Victor Wealth Advisors, LLC | 31,278 | $400.0K | 0.02% | −1,000−3.1% | Reduced |
| Fifth Third Bancorp | 31,941 | $399.9K | 0.00% | −2,814−8.1% | Reduced |
| Beaumont Financial Advisors, LLC | 31,039 | $388.6K | 0.02% | −8,340−21.2% | Reduced |
| Wiley Bros.-Aintree Capital, LLC | 30,936 | $387.3K | 0.00% | −3,041−9.0% | Reduced |
| BI Asset Management Fondsmaeglerselskab A/S | 28,938 | $362.0K | 0.00% | −132,106−82.0% | Reduced |
| CFO4Life Group, LLC | 28,226 | $353.4K | 0.05% | −5,669−16.7% | Reduced |
| International Assets Investment Management, LLC | 27,964 | $352.4K | 0.02% | +7,150+34.4% | Added |
| Transcend Wealth Collective, LLC | 26,813 | $335.7K | 0.02% | 00.0% | Unchanged |
| PDT Partners, LLC | 26,013 | $325.7K | 0.02% | +11,754+82.4% | Added |
| Allworth Financial LP | 25,267 | $316.3K | 0.00% | −18,970−42.9% | Reduced |
| M.E. Allison & Co., Inc. | 24,603 | $308.0K | 0.18% | +76+0.3% | Added |
| Onyx Bridge Wealth Group LLC | 24,441 | $306.0K | 0.03% | +90.0% | Added |
| Advisor OS, LLC | 23,835 | $298.4K | 0.02% | +777+3.4% | Added |
| Crestwood Advisors Group LLC | 23,825 | $298.3K | 0.00% | +23,825 | New |
| Denali Advisors LLC | 22,028 | $275.8K | 0.03% | −2,033−8.4% | Reduced |
| Brevan Howard Capital Management LP | 20,501 | $256.7K | 0.00% | +20,501 | New |
| Meridian Investment Counsel Inc. | 17,476 | $218.8K | 0.05% | −2,090−10.7% | Reduced |
| SeaCrest Wealth Management, LLC | 17,125 | $214.4K | 0.02% | −7,525−30.5% | Reduced |
| Cottage Street Advisors LLC | 17,000 | $212.8K | 0.08% | 00.0% | Unchanged |
| Advisory Services Network, LLC | 15,438 | $193.3K | 0.00% | +12+0.1% | Added |
| Strategic Financial Concepts, LLC | 15,367 | $192.4K | 0.06% | +368+2.5% | Added |
| Almitas Capital LLC | 15,000 | $187.8K | 0.04% | 00.0% | Unchanged |
| Formidable Asset Management, LLC | 14,247 | $176.7K | 0.03% | −1,000−6.6% | Reduced |
| Employees Retirement System of Texas | 14,064 | $176.0K | 0.00% | 00.0% | Unchanged |
| BTG Pactual Asset Management US LLC | 13,520 | $169.3K | 0.01% | −2,835−17.3% | Reduced |
| VARCOV Co. | 13,165 | $164.8K | 0.06% | +13,165 | New |
| Northern Trust Corp | 12,814 | $160.4K | 0.00% | −1,438−10.1% | Reduced |
| Creative Planning | 12,794 | $160.2K | 0.00% | −4,000−23.8% | Reduced |
| Perennial Investment Advisors, LLC | 12,500 | $156.5K | 0.01% | 00.0% | Unchanged |
| Nomura Holdings Inc | 12,000 | $150.2K | 0.00% | +12,000 | New |