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.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 128 | $459.6M |
| Q1 2026 | 132 | $419.4M |
| Q4 2025 | 142 | $477.0M |
| Q3 2025 | 139 | $475.4M |
| Q2 2025 | 143 | $486.3M |
| Q1 2025 | 149 | $552.0M |
| Q4 2024 | 137 | $589.7M |
| Q3 2024 | 133 | $507.4M |
| Q2 2024 | 143 | $513.0M |
| Q1 2024 | 138 | $497.0M |
| Q4 2023 | 135 | $491.6M |
| Q3 2023 | 125 | $509.2M |
| Q2 2023 | 117 | $453.1M |
| Q1 2023 | 115 | $397.7M |
| Q4 2022 | 120 | $403.3M |
| Q3 2022 | 99 | $396.3M |
| Q2 2022 | 99 | $444.5M |
| Q1 2022 | 90 | $508.0M |
| Q4 2021 | 99 | $490.0M |
| Q3 2021 | 97 | $467.8M |
| Q2 2021 | 94 | $493.7M |
| Q1 2021 | 95 | $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.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Connor, Clark & Lunn Investment Management Ltd. | 10,107 | $152.3K | 0.00% | −46,645−82.2% | Reduced |
| Twin Focus Capital Partners, LLC | 10,000 | $150.7K | 0.03% | +10,000 | New |
| State of Wyoming | 9,898 | $149.2K | 0.03% | −132−1.3% | Reduced |
| Advisory Services Network, LLC | 9,317 | $140.4K | 0.00% | +9,317 | New |
| Cape Investment Advisory, Inc. | 8,883 | $133.9K | 0.07% | +8,883 | New |
| Lazard Asset Management LLC | 7,829 | $117.0K | 0.00% | +257+3.4% | Added |
| Ronald Blue Trust, Inc. | 7,599 | $116.0K | 0.00% | +192+2.6% | Added |
| Greenwood Gearhart Inc | 6,910 | $104.1K | 0.01% | +6,910 | New |
| Barclays PLC | 6,455 | $97.3K | 0.00% | +6,455 | New |
| Signaturefd, LLC | 6,150 | $92.7K | 0.00% | +6,150 | New |
| EntryPoint Capital, LLC | 4,807 | $72.4K | 0.07% | +4,807 | New |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 4,139 | $62.4K | 0.00% | +111+2.8% | Added |
| Steward Partners Investment Advisory, LLC | 3,168 | $47.7K | 0.00% | +32+1.0% | Added |
| Parallel Advisors, LLC | 2,700 | $40.7K | 0.00% | −3,300−55.0% | Reduced |
| Acadian Asset Management LLC | 2,187 | $32.0K | 0.00% | +283+14.9% | Added |
| Virtus Fund Advisers, LLC | 2,007 | $30.2K | 0.19% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 2,000 | $30.1K | 0.01% | +2,000 | New |
| Beacon Capital Management, LLC | 1,919 | $29.4K | 0.01% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 1,932 | $29.1K | 0.01% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 1,695 | $25.5K | 0.00% | −2,948−63.5% | Reduced |
| AdvisorNet Financial, Inc | 1,500 | $22.6K | 0.00% | 00.0% | Unchanged |
| Quarry LP | 957 | $14.4K | 0.01% | −118−11.0% | Reduced |
| Citigroup Inc | 937 | $14.1K | 0.00% | +519+124.2% | Added |
| Resources Management Corp | 900 | $14.0K | 0.00% | 00.0% | Unchanged |
| Tyler-Stone Wealth Management | 750 | $11.3K | 0.01% | +20+2.7% | Added |
| Point72 Middle East FZE | 503 | $7.58K | 0.00% | +503 | New |
| Federation des caisses Desjardins du Quebec | 500 | $7.54K | 0.00% | 00.0% | Unchanged |
| WealthCollab, LLC | 456 | $6.87K | 0.01% | +456 | New |
| Hillsdale Investment Management Inc. | 370 | $5.58K | 0.00% | +370 | New |
| Rogco, LP | 340 | $5.12K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 320 | $5.00K | 0.00% | +320 | New |
| Impact Partnership Wealth, LLC | 138 | $2.08K | 0.00% | +138 | New |
| Harbour Investments, Inc. | 86 | $1.30K | 0.00% | 00.0% | Unchanged |
| GAMMA Investing LLC | 54 | $820 | 0.00% | +54 | New |
| Dougherty Wealth Advisers LLC | 50 | $754 | 0.00% | 00.0% | Unchanged |
| Invesco Ltd. | 0 | $0 | 0.00% | −679,573−100.0% | Sold out |
| Harbor Advisory Corp | 0 | $0 | 0.00% | −208,391−100.0% | Sold out |
| GraniteShares Advisors LLC | 0 | $0 | 0.00% | −110,182−100.0% | Sold out |
| Mackenzie Financial Corp | 0 | $0 | 0.00% | −40,208−100.0% | Sold out |
| Sigma Planning Corp | 0 | $0 | 0.00% | −27,730−100.0% | Sold out |
| Investors Asset Management of Georgia Inc | 0 | $0 | 0.00% | −41,463−100.0% | Sold out |
| SG Americas Securities, LLC | 0 | $0 | 0.00% | −20,343−100.0% | Sold out |
| Lloyd Advisory Services, LLC. | 0 | $0 | 0.00% | −12,612−100.0% | Sold out |
| SeaCrest Wealth Management, LLC | 0 | $0 | 0.00% | −12,500−100.0% | Sold out |
| Virtu Financial LLC | 0 | $0 | 0.00% | −12,106−100.0% | Sold out |
| Davenport & Co LLC | 0 | $0 | 0.00% | −10,455−100.0% | Sold out |
| Portside Wealth Group, LLC | 0 | $0 | 0.00% | −10,336−100.0% | Sold out |
| PrairieView Partners, LLC | 0 | $0 | 0.00% | −500−100.0% | Sold out |
| Starr International Co Inc | – | – | – | – | Not filed |
| C.V. Starr & Co., Inc. Trust | – | – | – | – | Not filed |
| Pathstone Family Office, LLC | – | – | – | – | Not filed |
| Claybrook Capital, LLC | – | – | – | – | Not filed |
| Colony Group LLC | – | – | – | – | Not filed |
| WFA of San Diego, LLC | – | – | – | – | Not filed |