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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, Q4 2023

Institutional positions in Bain Capital Specialty Finance, Inc. as of Dec 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
135
+16 vs. Q3 2023
Shares held
32.6M
+997.7K (+3.2%) vs. Q3 2023
Total value
$491.6M
+$7.71M (+1.6%) vs. Q3 2023
New holders
29
49 more added
Sold out
13
38 more reduced

6 institutions that held it in Q3 2023 haven't filed for Q4 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q3 2023: 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 holdersQ4 2023: 135 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 heldQ4 2023: $491.6M
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, Q4 2023

Shares, value and share of portfolio for each institution holding Bain Capital Specialty Finance, Inc.; share changes are against Q3 2023.

Institutions holding BCSF in Q4 2023
InstitutionSharesValue% of portfolioChange in sharesAction
Bain Capital Credit, LP12,310,109$185.5M32.13%00.0%Unchanged
Bank of America Corp4,107,880$61.9M0.01%−14,850−0.4%Reduced
Dimension Capital Management LLC3,448,980$52.0M10.81%−211,391−5.8%Reduced
Employees Retirement System of Texas1,389,384$20.9M0.25%−39,945−2.8%Reduced
UBS Group AG1,113,135$16.8M0.01%−11,830−1.1%Reduced
Morgan Stanley1,069,767$16.1M0.00%+125,658+13.3%Added
Melia Wealth LLC950,687$14.3M7.53%+950,687New
Van Eck Associates Corp782,001$11.8M0.02%+43,011+5.8%Added
Legal & General Group Plc502,714$7.57M0.00%+37,295+8.0%Added
Millennium Management LLC412,872$6.22M0.01%+153,839+59.4%Added
Hennion & Walsh Asset Management, Inc.360,025$5.43M0.31%+50,602+16.4%Added
Two Sigma Advisers, LP323,200$4.87M0.01%+142,000+78.4%Added
Two Sigma Investments, LP309,517$4.66M0.01%+145,945+89.2%Added
Arete Wealth Advisors, LLC240,009$3.62M0.28%−35,568−12.9%Reduced
Muzinich & Co., Inc.237,283$3.58M3.10%−29,231−11.0%Reduced
Sumitomo Mitsui Trust Holdings, Inc.230,590$3.47M0.00%−25,309−9.9%Reduced
Mariner, LLC207,369$3.13M0.01%+1,331+0.6%Added
Pathstone Holdings, LLC191,243$2.88M0.02%+191,243New
Rockefeller Capital Management L.P.190,044$2.86M0.01%+21,447+12.7%Added
BlackRock Inc.187,345$2.82M0.00%+4,235+2.3%Added
Kestra Advisory Services, LLC156,888$2.36M0.02%−8,299−5.0%Reduced
Putnam Investments LLC152,727$2.30M0.00%+37,769+32.9%Added
JPMorgan Chase & Co148,840$2.24M0.00%−9,098−5.8%Reduced
Royal Bank of Canada139,719$2.11M0.00%+382+0.3%Added
Texas Yale Capital Corp.131,527$1.98M0.09%+1,310+1.0%Added
Goldman Sachs Group Inc125,566$1.89M0.00%+61,138+94.9%Added
Ares Management LLC125,325$1.89M0.05%00.0%Unchanged
BI Asset Management Fondsmaeglerselskab A/S116,601$1.76M0.04%+11,662+11.1%Added
Gries Financial LLC110,218$1.66M0.36%−10,806−8.9%Reduced
Neuberger Berman Group LLC100,952$1.52M0.00%−7,232−6.7%Reduced
Graypoint LLC98,369$1.48M0.12%+2,317+2.4%Added
Advisors Asset Management, Inc.96,347$1.45M0.03%+43,698+83.0%Added
Commonwealth Equity Services, LLC95,150$1.43M0.00%−1,250−1.3%Reduced
Citadel Advisors LLC91,602$1.38M0.00%−31,233−25.4%Reduced
Tudor Investment Corp Et Al87,898$1.32M0.02%+87,898New
Mount Yale Investment Advisors, LLC85,953$1.30M0.12%−3,715−4.1%Reduced
Quadrature Capital Ltd83,362$1.26M0.02%+43,005+106.6%Added
HRT Financial LP74,808$1.13M0.01%+64,407+619.2%Added
HighTower Advisors, LLC73,429$1.11M0.00%+265+0.4%Added
Independent Financial Group, LLC72,549$1.09M0.06%+2,618+3.7%Added
Jump Financial, LLC71,376$1.08M0.03%+27,876+64.1%Added
Beaumont Financial Advisors, LLC70,905$1.07M0.10%−5,919−7.7%Reduced
Confluence Investment Management LLC67,320$1.01M0.01%+46+0.1%Added
Dynamic Technology Lab Private Ltd58,752$885.0K0.09%+58,752New
Ameriprise Financial Inc58,704$884.8K0.00%+27,612+88.8%Added
Janney Montgomery Scott LLC53,006$799.0K0.00%+6,210+13.3%Added
Raymond James Financial Services Advisors, Inc.51,495$776.0K0.00%−866−1.7%Reduced
Cubist Systematic Strategies, LLC51,382$774.3K0.01%+51,382New
Lido Advisors, LLC46,355$718.0K0.01%+46,355New
Great West Life Assurance Co47,229$706.0K0.00%−4,249−8.3%Reduced
TownSquare Capital, LLC44,815$675.4K0.01%−2,726−5.7%Reduced
Sierra Capital LLC44,569$672.0K0.10%−33,344−42.8%Reduced
Jane Street Group, LLC43,346$653.2K0.00%+22,650+109.4%Added
McKinley Capital Management LLC /Delaware42,340$638.1K0.08%−503−1.2%Reduced
Meridian Investment Counsel Inc.42,326$637.9K0.22%00.0%Unchanged
US Bancorp42,000$632.9K0.00%00.0%Unchanged
Qube Research & Technologies Ltd39,389$593.6K0.00%+31,003+369.7%Added
Redhawk Wealth Advisors, Inc.38,420$579.0K0.11%+38,420New
Advisor Group Holdings, Inc.37,312$562.3K0.00%−18,137−32.7%Reduced
Trexquant Investment LP34,586$521.2K0.01%+10,528+43.8%Added
Winton Group Ltd33,835$509.9K0.04%+9,833+41.0%Added
Onyx Bridge Wealth Group LLC32,034$482.8K0.10%+29+0.1%Added
International Assets Investment Management, LLC31,647$476.9K0.06%+2,730+9.4%Added
ExodusPoint Capital Management, LP30,119$454.0K0.01%+11,469+61.5%Added
Formidable Asset Management, LLC29,940$451.2K0.10%−1,400−4.5%Reduced
Cambridge Investment Research Advisors, Inc.29,706$448.0K0.00%+727+2.5%Added
Virtus ETF Advisers LLC29,681$447.3K0.28%−9,846−24.9%Reduced
Blair William & Co29,570$445.6K0.00%00.0%Unchanged
Raymond James & Associates29,403$443.1K0.00%−3,509−10.7%Reduced
CFO4Life Group, LLC28,461$428.9K0.08%−5,947−17.3%Reduced
Koshinski Asset Management, Inc.28,052$422.7K0.06%+11,910+73.8%Added
Wells Fargo & Company23,515$354.4K0.00%−11,571−33.0%Reduced
Aquatic Capital Management LLC21,900$330.0K0.01%+15,700+253.2%Added
BNP Paribas Arbitrage, SA21,320$321.3K0.00%+21,320New
Eagle Global Advisors LLC19,910$300.0K0.02%+1,200+6.4%Added
Foster Victor Wealth Advisors, LLC19,000$295.4K0.03%+2,000+11.8%Added
XTX Topco Ltd19,439$292.9K0.06%+19,439New
Y-Intercept (Hong Kong) Ltd17,822$268.6K0.03%−5,563−23.8%Reduced
Mutual Advisors, LLC17,461$263.1K0.01%−1,829−9.5%Reduced
Quantbot Technologies LP17,338$261.3K0.02%+17,338New
Colony Group, LLC17,231$260.0K0.00%+17,231New
Northern Trust Corp16,722$252.0K0.00%−14,434−46.3%Reduced
Balyasny Asset Management LLC16,472$248.2K0.00%+16,472New
Marshall Wace, LLP15,991$241.0K0.00%+15,991New
LPL Financial LLC15,667$236.1K0.00%+1,934+14.1%Added
The PNC Financial Services Group, Inc.15,106$227.6K0.00%+14,106+1,410.6%Added
First Affirmative Financial Network14,900$224.5K0.18%+2,326+18.5%Added
Comerica Bank14,326$215.9K0.00%+9,550+200.0%Added
Prairiewood Capital, LLC14,010$211.1K0.11%00.0%Unchanged
DFPG Investments, LLC14,030$210.6K0.02%+1,650+13.3%Added
Kingswood Wealth Advisors, LLC13,493$203.3K0.02%+13,493New
Perennial Investment Advisors, LLC12,500$188.4K0.03%00.0%Unchanged
Norden Group LLC12,189$183.7K0.03%−423−3.4%Reduced
Mill Creek Capital Advisors, LLC12,092$182.2K0.01%00.0%Unchanged
Virtus Investment Advisers, Inc.11,993$180.7K0.14%00.0%Unchanged
U.S. Capital Wealth Advisors, LLC11,885$179.1K0.01%−650−5.2%Reduced
Squarepoint Ops LLC11,485$173.1K0.00%+11,485New
Susquehanna International Group, LLP10,921$164.6K0.00%−17,355−61.4%Reduced
Seelaus Asset Management LLC10,500$158.2K0.15%−5,000−32.3%Reduced
Van Hulzen Asset Management, LLC10,275$155.0K0.01%00.0%Unchanged