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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, Q2 2024

Institutional positions in Bain Capital Specialty Finance, Inc. as of Jun 30, 2024. 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
143
+5 vs. Q1 2024
Shares held
31.5M
−189.8K (−0.6%) vs. Q1 2024
Total value
$513.0M
+$16.0M (+3.2%) vs. Q1 2024
New holders
20
63 more added
Sold out
15
31 more reduced

Compare with Q1 2024: 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 holdersQ2 2024: 143 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 heldQ2 2024: $513.0M
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, Q2 2024

Shares, value and share of portfolio for each institution holding Bain Capital Specialty Finance, Inc.; share changes are against Q1 2024.

Institutions holding BCSF in Q2 2024
InstitutionSharesValue% of portfolioChange in sharesAction
ExodusPoint Capital Management, LP78,000$1.27M0.01%+78,000New
Deerfield Management Company, L.P. (Series C)79,569$1.30M0.02%+54,213+213.8%Added
Commonwealth Equity Services, LLC82,625$1.35M0.00%+1,025+1.3%Added
Citadel Advisors LLC83,892$1.37M0.00%−31,787−27.5%Reduced
Mount Yale Investment Advisors, LLC85,415$1.39M0.11%−1,436−1.7%Reduced
Ameriprise Financial Inc89,855$1.47M0.00%+629+0.7%Added
HRT Financial LP100,408$1.64M0.01%+75,519+303.4%Added
Graypoint LLC102,732$1.68M0.12%+2,093+2.1%Added
Goldman Sachs Group Inc111,639$1.82M0.00%+11,133+11.1%Added
Qube Research & Technologies Ltd112,351$1.83M0.00%+44,901+66.6%Added
Campbell & CO Investment Adviser LLC117,653$1.92M0.16%+117,653New
Confluence Investment Management LLC118,519$1.93M0.03%+1,183+1.0%Added
Kestra Advisory Services, LLC120,037$1.96M0.01%−36,910−23.5%Reduced
Royal Bank of Canada126,386$2.06M0.00%−7,527−5.6%Reduced
BI Asset Management Fondsmaeglerselskab A/S128,027$2.09M0.03%−36,978−22.4%Reduced
Neuberger Berman Group LLC128,775$2.10M0.00%+9,453+7.9%Added
Trexquant Investment LP131,792$2.15M0.03%+66,992+103.4%Added
Texas Yale Capital Corp.133,427$2.18M0.10%+1,570+1.2%Added
Arete Wealth Advisors, LLC136,038$2.22M0.18%−40,908−23.1%Reduced
Advisors Asset Management, Inc.150,631$2.46M0.05%+40,887+37.3%Added
JPMorgan Chase & Co152,722$2.49M0.00%−338−0.2%Reduced
Gries Financial LLC171,158$2.79M0.57%+27,649+19.3%Added
BlackRock Inc.177,105$2.89M0.00%+1,776+1.0%Added
Pathstone Holdings, LLC191,244$3.12M0.01%+27,095+16.5%Added
Mariner, LLC204,301$3.35M0.01%−1,737−0.8%Reduced
Franklin Resources Inc251,305$4.10M0.00%+58,461+30.3%Added
Rockefeller Capital Management L.P.256,603$4.19M0.01%+10,080+4.1%Added
Sumitomo Mitsui Trust Holdings, Inc.317,318$5.18M0.00%+80,192+33.8%Added
Muzinich & Co., Inc.324,011$5.28M4.24%+86,728+36.6%Added
Millennium Management LLC324,914$5.30M0.00%−87,815−21.3%Reduced
Advisor Group Holdings, Inc.397,137$6.48M0.02%+301,459+315.1%Added
Hennion & Walsh Asset Management, Inc.422,074$6.88M0.35%+40,898+10.7%Added
Two Sigma Investments, LP482,262$7.87M0.02%+87,117+22.0%Added
Legal & General Group Plc529,207$8.63M0.00%+12,469+2.4%Added
Dimension Capital Management LLC675,011$11.0M2.24%−1,907,134−73.9%Reduced
Two Sigma Advisers, LP836,800$13.6M0.03%+463,200+124.0%Added
Melia Wealth LLC874,545$14.3M7.78%+15,193+1.8%Added
Van Eck Associates Corp1,049,379$17.1M0.02%+162,956+18.4%Added
UBS Group AG1,199,883$19.6M0.01%+16,336+1.4%Added
Morgan Stanley1,604,140$26.2M0.00%+395,720+32.7%Added
Bank of America Corp4,258,236$69.5M0.01%+66,585+1.6%Added
Bain Capital Credit, LP12,310,109$200.8M39.60%00.0%Unchanged
Strategic Financial Concepts, LLC64,007––+64,007New
Employees Retirement System of Texas0$00.00%−606,941−100.0%Sold out
Quadrature Capital Ltd0$00.00%−55,239−100.0%Sold out
Dynamic Technology Lab Private Ltd0$00.00%−31,893−100.0%Sold out
XTX Topco Ltd0$00.00%−14,763−100.0%Sold out
Aigen Investment Management, LP0$00.00%−12,160−100.0%Sold out
Northern Trust Corp0$00.00%−10,426−100.0%Sold out
Twin Focus Capital Partners, LLC0$00.00%−10,000−100.0%Sold out
Signaturefd, LLC0$00.00%−7,020−100.0%Sold out
EntryPoint Capital, LLC0$00.00%−3,081−100.0%Sold out
Quantbot Technologies LP0$00.00%−2,274−100.0%Sold out
Thurston, Springer, Miller, Herd & Titak, Inc.0$00.00%−2,024−100.0%Sold out
Hantz Financial Services, Inc.0$00.00%−2,000−100.0%Sold out
Parallel Advisors, LLC0$00.00%−950−100.0%Sold out
BNP Paribas Arbitrage, SA0$00.00%−311−100.0%Sold out
Cape Investment Advisory, Inc.0$00.00%−158−100.0%Sold out