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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 $459.6M in total; no superinvestor holds it.

13F holders, Q1 2023

Institutional positions in Bain Capital Specialty Finance, Inc. as of Mar 31, 2023. 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
115
−3 vs. Q4 2022
Shares held
33.3M
−450.2K (−1.3%) vs. Q4 2022
Total value
$397.7M
−$5.20M (−1.3%) vs. Q4 2022
New holders
12
44 more added
Sold out
15
35 more reduced

2 institutions that held it in Q4 2022 haven't filed for Q1 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q4 2022: 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.

Institutional holdersQ1 2023: 115 institutions
Q1 2021: 95 institutionsQ2 2021: 94 institutionsQ3 2021: 97 institutionsQ4 2021: 99 institutionsQ1 2022: 90 institutionsQ2 2022: 99 institutionsQ3 2022: 99 institutionsQ4 2022: 120 institutionsQ1 2023: 115 institutionsQ2 2023: 117 institutionsQ3 2023: 125 institutionsQ4 2023: 135 institutionsQ1 2024: 138 institutionsQ2 2024: 143 institutionsQ3 2024: 133 institutionsQ4 2024: 137 institutionsQ1 2025: 149 institutionsQ2 2025: 143 institutionsQ3 2025: 139 institutionsQ4 2025: 142 institutionsQ1 2026: 132 institutionsQ2 2026: 128 institutions
Value heldQ1 2023: $397.7M
Q1 2021: $500.2MQ2 2021: $493.7MQ3 2021: $467.8MQ4 2021: $490.0MQ1 2022: $508.0MQ2 2022: $444.5MQ3 2022: $396.3MQ4 2022: $403.3MQ1 2023: $397.7MQ2 2023: $453.1MQ3 2023: $509.2MQ4 2023: $491.6MQ1 2024: $497.0MQ2 2024: $513.0MQ3 2024: $507.4MQ4 2024: $589.7MQ1 2025: $552.0MQ2 2025: $486.3MQ3 2025: $475.4MQ4 2025: $477.0MQ1 2026: $419.4MQ2 2026: $459.6M
Institutions holding BCSF and their total value by quarter
QuarterHoldersValue
Q2 2026128$459.6M
Q1 2026132$419.4M
Q4 2025142$477.0M
Q3 2025139$475.4M
Q2 2025143$486.3M
Q1 2025149$552.0M
Q4 2024137$589.7M
Q3 2024133$507.4M
Q2 2024143$513.0M
Q1 2024138$497.0M
Q4 2023135$491.6M
Q3 2023125$509.2M
Q2 2023117$453.1M
Q1 2023115$397.7M
Q4 2022120$403.3M
Q3 202299$396.3M
Q2 202299$444.5M
Q1 202290$508.0M
Q4 202199$490.0M
Q3 202197$467.8M
Q2 202194$493.7M
Q1 202195$500.2M

Institutions, Q1 2023

Shares, value and share of portfolio for each institution holding Bain Capital Specialty Finance, Inc.; share changes are against Q4 2022.

Institutions holding BCSF in Q1 2023
InstitutionSharesValue% of portfolioChange in sharesAction
Dougherty Wealth Advisers LLC50$5960.00%00.0%Unchanged
Harbour Investments, Inc.86$1.03K0.00%00.0%Unchanged
Signaturefd, LLC300$3.58K0.00%−1−0.3%Reduced
Belpointe Asset Management LLC330$3.93K0.00%+154+87.5%Added
Nomura Asset Management Co Ltd446$5.32K0.00%+446New
Farther Finance Advisors, LLC500$5.96K0.00%00.0%Unchanged
Federation des caisses Desjardins du Quebec500$5.96K0.00%00.0%Unchanged
Tower Research Capital LLC (TRC)631$8.00K0.00%−3,587−85.0%Reduced
The PNC Financial Services Group, Inc.730$8.70K0.00%00.0%Unchanged
Quarry LP963$11.5K0.01%−43−4.3%Reduced
GWM Advisors LLC1,027$12.2K0.00%+27+2.7%Added
Ahrens Investment Partners LLC1,128$13.5K0.01%+1,128New
Cedar Wealth Management, LLC1,583$18.9K0.01%00.0%Unchanged
Beacon Capital Management, LLC1,919$22.9K0.01%00.0%Unchanged
GPS Wealth Strategies Group, LLC1,932$23.0K0.00%+1,932New
Virtus Fund Advisers, LLC1,971$23.5K0.16%+1,971New
Steward Partners Investment Advisory, LLC3,073$36.6K0.00%+776+33.8%Added
Nelson, Van Denburg & Campbell Wealth Management Group, LLC3,802$45.3K0.00%+101+2.7%Added
Advisor Group Holdings, Inc.4,344$51.8K0.00%+20+0.5%Added
Parallel Advisors, LLC4,450$53.0K0.00%+1,950+78.0%Added
Pension & Wealth Management Advisors, Inc.6,530$77.9K0.06%+173+2.7%Added
Ronald Blue Trust, Inc.6,980$83.0K0.00%+185+2.7%Added
Advisory Services Network, LLC9,193$109.6K0.00%+37+0.4%Added
Foster Victor Wealth Advisors, LLC10,000$118.4K0.01%00.0%Unchanged
Van Hulzen Asset Management, LLC10,275$122.0K0.01%+10,275New
Marshall Wace, LLP10,445$124.5K0.00%+10,445New
Two Sigma Securities, LLC10,704$127.6K0.01%−500−4.5%Reduced
JPMorgan Chase & Co10,965$131.0K0.00%−28,205−72.0%Reduced
Redhawk Wealth Advisors, Inc.11,040$131.6K0.04%+282+2.6%Added
Mill Creek Capital Advisors, LLC12,092$144.1K0.01%00.0%Unchanged
International Assets Investment Management, LLC12,392$147.7K0.02%−12,630−50.5%Reduced
Perennial Investment Advisors, LLC12,500$149.0K0.03%00.0%Unchanged
Virtus Investment Advisers, Inc.12,874$153.5K0.11%+12,874New
Wolverine Trading, LLC13,330$158.0K0.00%+13,330New
Acadian Asset Management LLC13,669$162.0K0.00%−68,467−83.4%Reduced
Eagle Global Advisors LLC14,420$171.9K0.01%+14,420New
LPL Financial LLC15,870$189.2K0.00%+207+1.3%Added
SeaCrest Wealth Management, LLC16,200$193.1K0.03%00.0%Unchanged
Seelaus Asset Management LLC17,500$205.0K0.15%00.0%Unchanged
Colony Group LLC17,231$205.0K0.00%00.0%Unchanged
Goldman Sachs Group Inc17,830$212.5K0.00%−12,109−40.4%Reduced
Northern Trust Corp18,557$221.2K0.00%−987−5.1%Reduced
Raymond James & Associates19,232$229.2K0.00%−13,324−40.9%Reduced
HRT Financial LP21,737$259.0K0.00%−52,415−70.7%Reduced
Graypoint LLC22,849$272.4K0.03%−2,404−9.5%Reduced
Y-Intercept (Hong Kong) Ltd24,058$286.8K0.03%−1,389−5.5%Reduced
Simplex Trading, LLC25,222$300.0K0.01%−31,266−55.3%Reduced
Ameriprise Financial Inc25,204$300.4K0.00%−9,324−27.0%Reduced
Neuberger Berman Group LLC27,819$331.6K0.00%+36+0.1%Added
Two Sigma Investments, LP28,581$340.7K0.00%−73,042−71.9%Reduced
Blair William & Co29,570$352.5K0.00%00.0%Unchanged
Lincoln National Corp29,631$353.2K0.01%00.0%Unchanged
Koshinski Asset Management, Inc.30,197$359.9K0.04%+76+0.3%Added
Formidable Asset Management, LLC30,340$362.0K0.08%−1,000−3.2%Reduced
First Republic Investment Management, Inc.31,200$371.9K0.00%−910−2.8%Reduced
Man Group plc–$377.4K0.00%––
CFO4Life Group, LLC32,490$387.3K0.09%+844+2.7%Added
Virtus ETF Advisers LLC34,456$410.7K0.23%+4,413+14.7%Added
Onyx Bridge Wealth Group LLC34,924$416.3K0.17%+917+2.7%Added
TownSquare Capital, LLC35,377$421.7K0.01%+1,895+5.7%Added
Wells Fargo & Company37,259$444.1K0.00%−1,054−2.8%Reduced
Trexquant Investment LP37,851$451.2K0.01%+10,101+36.4%Added
Claybrook Capital, LLC40,725$485.4K0.27%+8,975+28.3%Added
Meridian Investment Counsel Inc.45,576$543.3K0.21%+500+1.1%Added
McKinley Capital Management LLC /Delaware45,673$544.4K0.07%−463−1.0%Reduced
Great West Life Assurance Co47,067$562.0K0.00%−26,736−36.2%Reduced
Palo Alto Wealth Advisors, LLC46,072$566.7K0.45%00.0%Unchanged
U.S. Capital Wealth Advisors, LLC51,532$614.3K0.03%+17,175+50.0%Added
Raymond James Financial Services Advisors, Inc.51,753$616.9K0.00%+2,832+5.8%Added
US Bancorp52,000$619.8K0.00%00.0%Unchanged
Mackenzie Financial Corp52,490$625.7K0.00%+15,100+40.4%Added
Emerald Mutual Fund Advisers Trust56,500$673.5K0.04%+56,500New
Putnam Investments LLC57,632$687.0K0.00%+41,427+255.6%Added
Pathstone Family Office, LLC58,237$694.2K0.01%00.0%Unchanged
Susquehanna International Group, LLP62,192$741.3K0.00%−42,194−40.4%Reduced
Janney Montgomery Scott LLC62,489$745.0K0.00%+19,318+44.7%Added
HighTower Advisors, LLC78,186$931.0K0.00%+198+0.3%Added
Sierra Capital LLC78,324$934.0K0.15%−10.0%Reduced
Beaumont Financial Advisors, LLC85,733$1.02M0.10%−9,422−9.9%Reduced
Commonwealth Equity Services, LLC89,488$1.07M0.00%−13,868−13.4%Reduced
BI Asset Management Fondsmaeglerselskab A/S93,998$1.12M0.03%+23,923+34.1%Added
Veritable, L.P.100,000$1.19M0.02%00.0%Unchanged
Privium Fund Management (UK) Ltd104,850$1.24M0.98%+104,850New
Credit Suisse AG104,850$1.25M0.00%+104,850New
Mount Yale Investment Advisors, LLC107,685$1.28M0.14%+40,446+60.2%Added
GraniteShares Advisors LLC112,717$1.34M1.19%+63,428+128.7%Added
Kestra Advisory Services, LLC113,405$1.35M0.01%+2,178+2.0%Added
Texas Yale Capital Corp.125,547$1.50M0.08%−17,260−12.1%Reduced
Gries Financial LLC126,512$1.51M0.45%−3,615−2.8%Reduced
Rockefeller Capital Management L.P.129,479$1.54M0.01%+20,650+19.0%Added
Lake Street Advisors Group, LLC137,992$1.65M0.10%00.0%Unchanged
Two Sigma Advisers, LP143,700$1.71M0.00%−52,100−26.6%Reduced
Royal Bank of Canada151,588$1.81M0.00%+13,953+10.1%Added
Ares Management LLC180,142$2.15M0.12%+62,848+53.6%Added
Mariner, LLC206,038$2.46M0.01%00.0%Unchanged
Millennium Management LLC247,072$2.94M0.00%−361,053−59.4%Reduced
Citadel Advisors LLC248,508$2.96M0.00%−161,924−39.5%Reduced
BlackRock Inc.272,080$3.24M0.00%−181,782−40.1%Reduced
Sumitomo Mitsui Trust Holdings, Inc.286,373$3.41M0.00%−8,000−2.7%Reduced
Muzinich & Co., Inc.298,324$3.56M3.07%−8,000−2.6%Reduced