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 |
|---|---|---|---|---|---|
| Pension & Wealth Management Advisors, Inc. | 0 | $1 | 0.00% | 0 | New |
| Dougherty Wealth Advisers LLC | 50 | $876 | 0.00% | 00.0% | Unchanged |
| GAMMA Investing LLC | 54 | $946 | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 70 | $1.23K | 0.00% | +70 | New |
| Tower Research Capital LLC (TRC) | 133 | $2.33K | 0.00% | −6,450−98.0% | Reduced |
| National Bank of Canada | 147 | $2.58K | 0.00% | +147 | New |
| Oliver Lagore Vanvalin Investment Group | 158 | $2.77K | 0.00% | +4+2.6% | Added |
| Rogco, LP | 340 | $5.96K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 320 | $6.00K | 0.00% | 00.0% | Unchanged |
| Transce3nd, LLC | 404 | $7.08K | 0.00% | +404 | New |
| Harbour Investments, Inc. | 406 | $7.12K | 0.00% | 00.0% | Unchanged |
| WealthCollab, LLC | 428 | $7.50K | 0.00% | 00.0% | Unchanged |
| Federation des caisses Desjardins du Quebec | 500 | $8.76K | 0.00% | 00.0% | Unchanged |
| Financial Network Wealth Advisors LLC | 556 | $9.74K | 0.02% | −139−20.0% | Reduced |
| Simplex Trading, LLC | 599 | $10.0K | 0.00% | +599 | New |
| Kimelman & Baird, LLC | 800 | $14.0K | 0.00% | 00.0% | Unchanged |
| Resources Management Corp | 900 | $16.0K | 0.00% | 00.0% | Unchanged |
| GKV Capital Management Co., Inc. | 1,000 | $17.5K | 0.01% | +1,000 | New |
| First Horizon Advisors, Inc. | 1,316 | $23.1K | 0.00% | +1,316 | New |
| AdvisorNet Financial, Inc | 1,500 | $26.3K | 0.00% | 00.0% | Unchanged |
| Mascoma Wealth Management LLC | 1,676 | $29.4K | 0.01% | +1,676 | New |
| Acadian Asset Management LLC | 1,786 | $31.0K | 0.00% | −3,243−64.5% | Reduced |
| CIBC Private Wealth Group, LLC | 1,904 | $32.6K | 0.00% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 1,919 | $33.6K | 0.00% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 1,932 | $33.8K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 2,296 | $40.2K | 0.00% | +33+1.5% | Added |
| Global Retirement Partners, LLC | 2,500 | $43.8K | 0.00% | 00.0% | Unchanged |
| Citigroup Inc | 2,969 | $52.0K | 0.00% | +698+30.7% | Added |
| Aquatic Capital Management LLC | 3,830 | $67.1K | 0.00% | +3,830 | New |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 4,250 | $74.5K | 0.00% | 00.0% | Unchanged |
| MAI Capital Management | 5,181 | $90.8K | 0.00% | +5,181 | New |
| Van Hulzen Asset Management, LLC | 7,200 | $126.1K | 0.01% | +7,200 | New |
| Anfield Capital Management, LLC | 7,995 | $140.1K | 0.05% | 00.0% | Unchanged |
| Register Financial Advisors LLC | 8,137 | $142.6K | 0.07% | +82+1.0% | Added |
| Mirae Asset Global Investments Co., Ltd. | 8,476 | $151.3K | 0.00% | +8,476 | New |
| Ronald Blue Trust, Inc. | 8,693 | $152.3K | 0.00% | +447+5.4% | Added |
| Lazard Asset Management LLC | 9,361 | $164.0K | 0.00% | +1,189+14.5% | Added |
| Bokf, NA | 9,750 | $165.0K | 0.00% | 00.0% | Unchanged |
| One Charles Private Wealth Services, LLC | 10,657 | $186.7K | 0.06% | +276+2.7% | Added |
| Keel Point, LLC | 10,768 | $188.7K | 0.02% | 00.0% | Unchanged |
| XTX Topco Ltd | 11,228 | $196.7K | 0.02% | +11,228 | New |
| Mill Creek Capital Advisors, LLC | 12,092 | $211.9K | 0.01% | 00.0% | Unchanged |
| Advisory Services Network, LLC | 12,245 | $214.5K | 0.00% | +1,715+16.3% | Added |
| Blair William & Co | 12,339 | $216.2K | 0.00% | −17,231−58.3% | Reduced |
| 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 |
| Seelaus Asset Management LLC | 13,050 | $228.6K | 0.21% | 00.0% | Unchanged |
| KKM Financial LLC | 13,978 | $244.9K | 0.10% | 00.0% | Unchanged |
| CI Private Wealth, LLC | 14,751 | $258.4K | 0.00% | +50.0% | Added |
| Mutual Advisors, LLC | 14,994 | $261.2K | 0.01% | +213+1.4% | Added |
| Cooper Financial Group | 15,064 | $263.9K | 0.03% | +1,053+7.5% | Added |
| Prairiewood Capital, LLC | 15,211 | $266.5K | 0.11% | +1,201+8.6% | Added |
| Norden Group LLC | 15,647 | $274.1K | 0.03% | −383−2.4% | Reduced |
| Farther Finance Advisors, LLC | 15,705 | $275.2K | 0.01% | +4,750+43.4% | Added |
| Comerica Bank | 17,029 | $298.3K | 0.00% | +1,292+8.2% | Added |
| Colony Group, LLC | 17,231 | $301.9K | 0.00% | −107−0.6% | Reduced |
| Concurrent Investment Advisors, LLC | 17,349 | $304.0K | 0.01% | +115+0.7% | Added |
| MML Investors Services, LLC | 18,048 | $316.0K | 0.00% | +18,048 | New |
| Meridian Investment Counsel Inc. | 18,476 | $323.7K | 0.10% | −625−3.3% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 19,303 | $338.2K | 0.00% | −3,234−14.3% | Reduced |
| Advisor OS, LLC | 19,499 | $341.6K | 0.04% | +476+2.5% | Added |
| Foster Victor Wealth Advisors, LLC | 20,000 | $347.8K | 0.03% | 00.0% | Unchanged |
| Eagle Global Advisors LLC | 19,910 | $348.8K | 0.01% | 00.0% | Unchanged |
| Mackenzie Financial Corp | 20,203 | $354.0K | 0.00% | +20,203 | New |
| Advisor Group Holdings, Inc. | 24,020 | $420.8K | 0.00% | −368,398−93.9% | Reduced |
| Diversify Advisory Services, LLC | 24,919 | $421.6K | 0.02% | +3,190+14.7% | Added |
| HRT Financial LP | 29,791 | $521.0K | 0.00% | −35,016−54.0% | Reduced |
| Onyx Bridge Wealth Group LLC | 30,192 | $529.0K | 0.08% | +75+0.2% | Added |
| Formidable Asset Management, LLC | 30,547 | $535.2K | 0.09% | 00.0% | Unchanged |
| US Bancorp | 31,137 | $545.5K | 0.00% | 00.0% | Unchanged |
| Wiley Bros.-Aintree Capital, LLC | 31,335 | $549.0K | 0.01% | +31,335 | New |
| CFO4Life Group, LLC | 31,499 | $551.9K | 0.10% | +769+2.5% | Added |
| International Assets Investment Management, LLC | 32,517 | $571.3K | 0.05% | −494,189−93.8% | Reduced |
| LPL Financial LLC | 33,911 | $594.1K | 0.00% | +1,805+5.6% | Added |
| Connor, Clark & Lunn Investment Management Ltd. | 36,605 | $641.3K | 0.00% | +36,605 | New |
| Campbell & CO Investment Adviser LLC | 37,332 | $654.1K | 0.05% | −27,675−42.6% | Reduced |
| Qube Research & Technologies Ltd | 37,348 | $654.3K | 0.00% | −34,491−48.0% | Reduced |
| Denali Advisors LLC | 37,815 | $662.5K | 0.07% | −2,619−6.5% | Reduced |
| 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 |
| Northern Trust Corp | 43,204 | $756.9K | 0.00% | +6,106+16.5% | Added |
| Virtus ETF Advisers LLC | 46,020 | $806.3K | 0.33% | +5,027+12.3% | Added |
| TownSquare Capital, LLC | 47,222 | $827.3K | 0.01% | −3,045−6.1% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 48,930 | $857.0K | 0.00% | +766+1.6% | Added |
| Triumph Capital Management | 50,686 | $888.0K | 0.30% | −48,354−48.8% | Reduced |
| Lido Advisors, LLC | 53,628 | $963.6K | 0.01% | −1,400−2.5% | Reduced |
| Mount Yale Investment Advisors, LLC | 65,685 | $1.15M | 0.09% | −17,368−20.9% | Reduced |
| Beaumont Financial Advisors, LLC | 67,516 | $1.18M | 0.09% | −2,443−3.5% | Reduced |
| Ares Management LLC | 68,595 | $1.20M | 0.04% | 00.0% | Unchanged |
| HighTower Advisors, LLC | 70,763 | $1.24M | 0.00% | −2,864−3.9% | Reduced |
| Invesco Ltd. | 75,536 | $1.32M | 0.00% | +15,185+25.2% | Added |
| Janney Montgomery Scott LLC | 76,102 | $1.33M | 0.00% | −1,151−1.5% | Reduced |
| Independent Financial Group, LLC | 79,409 | $1.39M | 0.05% | +5,037+6.8% | Added |
| Redhawk Wealth Advisors, Inc. | 79,459 | $1.39M | 0.19% | +5,953+8.1% | Added |
| United Advisor Group, LLC | 79,504 | $1.39M | 0.28% | +2,546+3.3% | Added |
| Trexquant Investment LP | 79,868 | $1.40M | 0.02% | −50,005−38.5% | Reduced |
| Raymond James Financial Inc | 84,604 | $1.48M | 0.00% | +84,604 | New |
| Commonwealth Equity Services, LLC | 98,765 | $1.73M | 0.00% | +15,494+18.6% | Added |
| Graypoint LLC | 105,271 | $1.84M | 0.11% | +2,159+2.1% | Added |
| Neuberger Berman Group LLC | 112,323 | $1.97M | 0.00% | +1,808+1.6% | Added |