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 2024
Institutional positions in Bain Capital Specialty Finance, Inc. as of Dec 31, 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
- 137
- +7 vs. Q3 2024
- Shares held
- 33.6M
- +2.61M (+8.4%) vs. Q3 2024
- Total value
- $589.7M
- +$83.7M (+16.5%) vs. Q3 2024
- New holders
- 26
- 47 more added
- Sold out
- 19
- 34 more reduced
3 institutions that held it in Q3 2024 haven't filed for Q4 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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.
| 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 2024
Shares, value and share of portfolio for each institution holding Bain Capital Specialty Finance, Inc.; share changes are against Q3 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Bain Capital Credit, LP | 12,310,109 | $215.7M | 48.02% | 00.0% | Unchanged |
| Bank of America Corp | 4,539,555 | $79.5M | 0.01% | +133,753+3.0% | Added |
| Cresset Asset Management, LLC | 1,391,514 | $25.0M | 0.12% | +1,391,514 | New |
| Morgan Stanley | 1,322,135 | $23.2M | 0.00% | −254,010−16.1% | Reduced |
| UBS Group AG | 1,228,108 | $21.5M | 0.00% | +3,881+0.3% | Added |
| Van Eck Associates Corp | 1,088,471 | $19.1M | 0.02% | +131,860+13.8% | Added |
| Melia Wealth LLC | 919,379 | $16.1M | 8.41% | +25,185+2.8% | Added |
| Starr Indemnity & Liability Co | 598,001 | $10.5M | 5.17% | +598,001 | New |
| Dimension Capital Management LLC | 587,609 | $10.3M | 1.68% | −79,370−11.9% | Reduced |
| Two Sigma Advisers, LP | 501,700 | $8.79M | 0.02% | −215,500−30.0% | Reduced |
| Hennion & Walsh Asset Management, Inc. | 468,313 | $8.20M | 0.37% | +2,445+0.5% | Added |
| Legal & General Group Plc | 439,892 | $7.71M | 0.00% | −23,335−5.0% | Reduced |
| Lake Street Advisors Group, LLC | 383,201 | $6.89M | 0.32% | +383,201 | New |
| Envestnet Asset Management Inc | 329,873 | $5.78M | 0.00% | +314,683+2,071.6% | Added |
| Muzinich & Co., Inc. | 319,525 | $5.60M | 3.95% | −4,486−1.4% | Reduced |
| Cetera Investment Advisers | 317,349 | $5.56M | 0.01% | +317,349 | New |
| Columbus Macro, LLC | 316,420 | $5.54M | 0.77% | +316,420 | New |
| Franklin Resources Inc | 314,873 | $5.52M | 0.00% | +26,983+9.4% | Added |
| Sumitomo Mitsui Trust Holdings, Inc. | 312,832 | $5.48M | 0.00% | −4,486−1.4% | Reduced |
| Allworth Financial LP | 307,370 | $5.46M | 0.03% | +307,370 | New |
| Wells Fargo & Company | 304,337 | $5.33M | 0.00% | +254,706+513.2% | Added |
| Rockefeller Capital Management L.P. | 280,124 | $4.91M | 0.01% | +9,298+3.4% | Added |
| Two Sigma Investments, LP | 245,393 | $4.30M | 0.01% | −153,219−38.4% | Reduced |
| Advisors Asset Management, Inc. | 242,671 | $4.25M | 0.08% | +65,350+36.9% | Added |
| BlackRock, Inc. | 237,494 | $4.16M | 0.00% | +47,692+25.1% | Added |
| JPMorgan Chase & Co | 222,668 | $3.90M | 0.00% | −1,860−0.8% | Reduced |
| Gries Financial LLC | 200,289 | $3.51M | 0.62% | +12,810+6.8% | Added |
| Mariner, LLC | 189,441 | $3.33M | 0.01% | −16,497−8.0% | Reduced |
| Pathstone Holdings, LLC | 179,110 | $3.14M | 0.01% | 00.0% | Unchanged |
| Texas Yale Capital Corp. | 147,437 | $2.58M | 0.10% | +12,310+9.1% | Added |
| Hager Investment Management Services, LLC | 144,394 | $2.53M | 1.58% | +144,394 | New |
| Ameriprise Financial Inc | 142,632 | $2.50M | 0.00% | +25,017+21.3% | Added |
| Royal Bank of Canada | 136,079 | $2.38M | 0.00% | +3,021+2.3% | Added |
| First National Trust Co | 121,720 | $2.13M | 0.08% | +30,030+32.8% | Added |
| Confluence Investment Management LLC | 119,920 | $2.10M | 0.03% | +373+0.3% | Added |
| Cura Wealth Advisors, LLC | 116,174 | $2.04M | 0.90% | +116,174 | New |
| Kestra Advisory Services, LLC | 113,104 | $1.98M | 0.01% | −6,576−5.5% | Reduced |
| Neuberger Berman Group LLC | 112,323 | $1.97M | 0.00% | +1,808+1.6% | Added |
| Graypoint LLC | 105,271 | $1.84M | 0.11% | +2,159+2.1% | Added |
| Commonwealth Equity Services, LLC | 98,765 | $1.73M | 0.00% | +15,494+18.6% | Added |
| Raymond James Financial Inc | 84,604 | $1.48M | 0.00% | +84,604 | New |
| Trexquant Investment LP | 79,868 | $1.40M | 0.02% | −50,005−38.5% | Reduced |
| United Advisor Group, LLC | 79,504 | $1.39M | 0.28% | +2,546+3.3% | Added |
| Redhawk Wealth Advisors, Inc. | 79,459 | $1.39M | 0.19% | +5,953+8.1% | Added |
| Independent Financial Group, LLC | 79,409 | $1.39M | 0.05% | +5,037+6.8% | Added |
| Janney Montgomery Scott LLC | 76,102 | $1.33M | 0.00% | −1,151−1.5% | Reduced |
| Invesco Ltd. | 75,536 | $1.32M | 0.00% | +15,185+25.2% | Added |
| HighTower Advisors, LLC | 70,763 | $1.24M | 0.00% | −2,864−3.9% | Reduced |
| Ares Management LLC | 68,595 | $1.20M | 0.04% | 00.0% | Unchanged |
| Beaumont Financial Advisors, LLC | 67,516 | $1.18M | 0.09% | −2,443−3.5% | Reduced |
| Mount Yale Investment Advisors, LLC | 65,685 | $1.15M | 0.09% | −17,368−20.9% | Reduced |
| Lido Advisors, LLC | 53,628 | $963.6K | 0.01% | −1,400−2.5% | Reduced |
| Triumph Capital Management | 50,686 | $888.0K | 0.30% | −48,354−48.8% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 48,930 | $857.0K | 0.00% | +766+1.6% | Added |
| TownSquare Capital, LLC | 47,222 | $827.3K | 0.01% | −3,045−6.1% | Reduced |
| Virtus ETF Advisers LLC | 46,020 | $806.3K | 0.33% | +5,027+12.3% | Added |
| Northern Trust Corp | 43,204 | $756.9K | 0.00% | +6,106+16.5% | Added |
| BI Asset Management Fondsmaeglerselskab A/S | 42,702 | $748.0K | 0.01% | −90,889−68.0% | Reduced |
| Great West Life Assurance Co | 42,712 | $748.0K | 0.00% | −3,084−6.7% | Reduced |
| Denali Advisors LLC | 37,815 | $662.5K | 0.07% | −2,619−6.5% | Reduced |
| Qube Research & Technologies Ltd | 37,348 | $654.3K | 0.00% | −34,491−48.0% | Reduced |
| Campbell & CO Investment Adviser LLC | 37,332 | $654.1K | 0.05% | −27,675−42.6% | Reduced |
| Connor, Clark & Lunn Investment Management Ltd. | 36,605 | $641.3K | 0.00% | +36,605 | New |
| LPL Financial LLC | 33,911 | $594.1K | 0.00% | +1,805+5.6% | Added |
| International Assets Investment Management, LLC | 32,517 | $571.3K | 0.05% | −494,189−93.8% | Reduced |
| CFO4Life Group, LLC | 31,499 | $551.9K | 0.10% | +769+2.5% | Added |
| Wiley Bros.-Aintree Capital, LLC | 31,335 | $549.0K | 0.01% | +31,335 | New |
| US Bancorp | 31,137 | $545.5K | 0.00% | 00.0% | Unchanged |
| Formidable Asset Management, LLC | 30,547 | $535.2K | 0.09% | 00.0% | Unchanged |
| Onyx Bridge Wealth Group LLC | 30,192 | $529.0K | 0.08% | +75+0.2% | Added |
| HRT Financial LP | 29,791 | $521.0K | 0.00% | −35,016−54.0% | Reduced |
| Diversify Advisory Services, LLC | 24,919 | $421.6K | 0.02% | +3,190+14.7% | Added |
| Advisor Group Holdings, Inc. | 24,020 | $420.8K | 0.00% | −368,398−93.9% | Reduced |
| Mackenzie Financial Corp | 20,203 | $354.0K | 0.00% | +20,203 | New |
| Eagle Global Advisors LLC | 19,910 | $348.8K | 0.01% | 00.0% | Unchanged |
| Foster Victor Wealth Advisors, LLC | 20,000 | $347.8K | 0.03% | 00.0% | Unchanged |
| Advisor OS, LLC | 19,499 | $341.6K | 0.04% | +476+2.5% | Added |
| Wealth Enhancement Advisory Services, LLC | 19,303 | $338.2K | 0.00% | −3,234−14.3% | Reduced |
| Meridian Investment Counsel Inc. | 18,476 | $323.7K | 0.10% | −625−3.3% | Reduced |
| MML Investors Services, LLC | 18,048 | $316.0K | 0.00% | +18,048 | New |
| Concurrent Investment Advisors, LLC | 17,349 | $304.0K | 0.01% | +115+0.7% | Added |
| Colony Group, LLC | 17,231 | $301.9K | 0.00% | −107−0.6% | Reduced |
| Comerica Bank | 17,029 | $298.3K | 0.00% | +1,292+8.2% | Added |
| Farther Finance Advisors, LLC | 15,705 | $275.2K | 0.01% | +4,750+43.4% | Added |
| Norden Group LLC | 15,647 | $274.1K | 0.03% | −383−2.4% | Reduced |
| Prairiewood Capital, LLC | 15,211 | $266.5K | 0.11% | +1,201+8.6% | Added |
| Cooper Financial Group | 15,064 | $263.9K | 0.03% | +1,053+7.5% | Added |
| Mutual Advisors, LLC | 14,994 | $261.2K | 0.01% | +213+1.4% | Added |
| CI Private Wealth, LLC | 14,751 | $258.4K | 0.00% | +50.0% | Added |
| KKM Financial LLC | 13,978 | $244.9K | 0.10% | 00.0% | Unchanged |
| Seelaus Asset Management LLC | 13,050 | $228.6K | 0.21% | 00.0% | Unchanged |
| Global Endowment Management, LP | 12,500 | $219.0K | 0.03% | 00.0% | Unchanged |
| Perennial Investment Advisors, LLC | 12,500 | $219.0K | 0.03% | 00.0% | Unchanged |
| Blair William & Co | 12,339 | $216.2K | 0.00% | −17,231−58.3% | Reduced |
| Advisory Services Network, LLC | 12,245 | $214.5K | 0.00% | +1,715+16.3% | Added |
| Mill Creek Capital Advisors, LLC | 12,092 | $211.9K | 0.01% | 00.0% | Unchanged |
| XTX Topco Ltd | 11,228 | $196.7K | 0.02% | +11,228 | New |
| Keel Point, LLC | 10,768 | $188.7K | 0.02% | 00.0% | Unchanged |
| One Charles Private Wealth Services, LLC | 10,657 | $186.7K | 0.06% | +276+2.7% | Added |
| Bokf, NA | 9,750 | $165.0K | 0.00% | 00.0% | Unchanged |