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, Q1 2025
Institutional positions in Bain Capital Specialty Finance, Inc. as of Mar 31, 2025. 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
- 149
- +15 vs. Q4 2024
- Shares held
- 33.3M
- +56.6K (+0.2%) vs. Q4 2024
- Total value
- $552.0M
- −$30.7M (−5.3%) vs. Q4 2024
- New holders
- 31
- 60 more added
- Sold out
- 16
- 36 more reduced
3 institutions that held it in Q4 2024 haven't filed for Q1 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2025
Shares, value and share of portfolio for each institution holding Bain Capital Specialty Finance, Inc.; share changes are against Q4 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Bain Capital Credit, LP | 11,822,433 | $196.3M | 47.98% | −487,676−4.0% | Reduced |
| Bank of America Corp | 4,410,571 | $73.2M | 0.01% | −128,984−2.8% | Reduced |
| Cresset Asset Management, LLC | 1,313,478 | $21.8M | 0.11% | −78,036−5.6% | Reduced |
| Morgan Stanley | 1,271,234 | $21.1M | 0.00% | −50,901−3.8% | Reduced |
| UBS Group AG | 1,231,410 | $20.4M | 0.00% | +3,302+0.3% | Added |
| Van Eck Associates Corp | 1,044,116 | $17.3M | 0.02% | −44,355−4.1% | Reduced |
| Melia Wealth LLC | 931,917 | $15.5M | 7.98% | +12,538+1.4% | Added |
| Dimension Capital Management LLC | 542,346 | $9.00M | 1.60% | −45,263−7.7% | Reduced |
| Two Sigma Advisers, LP | 491,800 | $8.16M | 0.02% | −9,900−2.0% | Reduced |
| Hennion & Walsh Asset Management, Inc. | 455,002 | $7.55M | 0.34% | −13,311−2.8% | Reduced |
| Legal & General Group Plc | 430,661 | $7.15M | 0.00% | −9,231−2.1% | Reduced |
| Muzinich & Co., Inc. | 362,026 | $6.01M | 3.67% | +42,501+13.3% | Added |
| Franklin Resources Inc | 361,861 | $6.01M | 0.00% | +46,988+14.9% | Added |
| Wells Fargo & Company | 356,309 | $5.91M | 0.00% | +51,972+17.1% | Added |
| Sumitomo Mitsui Trust Holdings, Inc. | 349,254 | $5.80M | 0.00% | +36,422+11.6% | Added |
| Envestnet Asset Management Inc | 346,923 | $5.76M | 0.00% | +17,050+5.2% | Added |
| Cetera Investment Advisers | 341,305 | $5.67M | 0.01% | +23,956+7.5% | Added |
| Columbus Macro, LLC | 340,580 | $5.65M | 0.75% | +24,160+7.6% | Added |
| Rockefeller Capital Management L.P. | 324,486 | $5.39M | 0.01% | +44,362+15.8% | Added |
| Two Sigma Investments, LP | 277,289 | $4.60M | 0.01% | +31,896+13.0% | Added |
| JPMorgan Chase & Co | 262,322 | $4.35M | 0.00% | +39,654+17.8% | Added |
| Advisors Asset Management, Inc. | 254,563 | $4.23M | 0.08% | +11,892+4.9% | Added |
| BlackRock, Inc. | 235,649 | $3.91M | 0.00% | −1,845−0.8% | Reduced |
| Allworth Financial LP | 245,058 | $3.78M | 0.02% | −62,312−20.3% | Reduced |
| Gries Financial LLC | 214,859 | $3.57M | 0.69% | +14,570+7.3% | Added |
| Millennium Management LLC | 200,567 | $3.33M | 0.00% | +200,567 | New |
| Citadel Advisors LLC | 198,211 | $3.29M | 0.00% | +198,211 | New |
| Pathstone Holdings, LLC | 179,111 | $2.97M | 0.01% | +10.0% | Added |
| Mariner, LLC | 167,570 | $2.78M | 0.00% | −21,871−11.5% | Reduced |
| Texas Yale Capital Corp. | 160,747 | $2.67M | 0.11% | +13,310+9.0% | Added |
| Ameriprise Financial Inc | 154,250 | $2.56M | 0.00% | +11,618+8.1% | Added |
| Hager Investment Management Services, LLC | 153,671 | $2.55M | 1.78% | +9,277+6.4% | Added |
| Royal Bank of Canada | 140,801 | $2.34M | 0.00% | +4,722+3.5% | Added |
| Cubist Systematic Strategies, LLC | 121,933 | $2.02M | 0.03% | +121,933 | New |
| First National Trust Co | 121,720 | $2.02M | 0.08% | 00.0% | Unchanged |
| Confluence Investment Management LLC | 120,452 | $2.00M | 0.03% | +532+0.4% | Added |
| Kestra Advisory Services, LLC | 117,412 | $1.95M | 0.01% | +4,308+3.8% | Added |
| Neuberger Berman Group LLC | 116,233 | $1.93M | 0.00% | +3,910+3.5% | Added |
| Graypoint LLC | 109,630 | $1.82M | 0.11% | +4,359+4.1% | Added |
| Mackenzie Financial Corp | 104,816 | $1.74M | 0.00% | +84,613+418.8% | Added |
| Qube Research & Technologies Ltd | 104,747 | $1.74M | 0.00% | +67,399+180.5% | Added |
| Commonwealth Equity Services, LLC | 101,794 | $1.69M | 0.00% | +3,029+3.1% | Added |
| Redhawk Wealth Advisors, Inc. | 94,751 | $1.57M | 0.21% | +15,292+19.2% | Added |
| Independent Financial Group, LLC | 91,276 | $1.52M | 0.05% | +11,867+14.9% | Added |
| Raymond James Financial Inc | 87,139 | $1.45M | 0.00% | +2,535+3.0% | Added |
| United Advisor Group, LLC | 77,250 | $1.28M | 0.26% | −2,254−2.8% | Reduced |
| Janney Montgomery Scott LLC | 77,209 | $1.28M | 0.00% | +1,107+1.5% | Added |
| Invesco Ltd. | 75,094 | $1.25M | 0.00% | −442−0.6% | Reduced |
| HighTower Advisors, LLC | 71,016 | $1.18M | 0.00% | +253+0.4% | Added |
| Ares Management LLC | 68,595 | $1.14M | 0.07% | 00.0% | Unchanged |
| Mount Yale Investment Advisors, LLC | 64,105 | $1.06M | 0.09% | −1,580−2.4% | Reduced |
| Beaumont Financial Advisors, LLC | 62,107 | $1.03M | 0.08% | −5,409−8.0% | Reduced |
| Trexquant Investment LP | 60,464 | $1.00M | 0.01% | −19,404−24.3% | Reduced |
| Lido Advisors, LLC | 58,427 | $969.9K | 0.01% | +4,799+8.9% | Added |
| PDT Partners, LLC | 57,574 | $955.7K | 0.07% | +57,574 | New |
| Lazard Asset Management LLC | 57,051 | $947.0K | 0.00% | +47,690+509.5% | Added |
| Starr Indemnity & Liability Co | 55,022 | $913.4K | 0.44% | −542,979−90.8% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 54,548 | $906.0K | 0.00% | +5,618+11.5% | Added |
| TownSquare Capital, LLC | 54,507 | $904.8K | 0.01% | +7,285+15.4% | Added |
| Campbell & CO Investment Adviser LLC | 53,475 | $887.7K | 0.07% | +16,143+43.2% | Added |
| Triumph Capital Management | 52,361 | $869.2K | 0.29% | +1,675+3.3% | Added |
| Great West Life Assurance Co | 50,522 | $841.0K | 0.00% | +7,810+18.3% | Added |
| Aquatic Capital Management LLC | 50,592 | $839.8K | 0.02% | +46,762+1,220.9% | Added |
| Virtus Investment Advisers, Inc. | 48,678 | $808.1K | 0.22% | +48,678 | New |
| HRT Financial LP | 45,521 | $755.0K | 0.00% | +15,730+52.8% | Added |
| Advisor Group Holdings, Inc. | 44,726 | $742.4K | 0.00% | +20,706+86.2% | Added |
| BI Asset Management Fondsmaeglerselskab A/S | 42,702 | $709.0K | 0.01% | 00.0% | Unchanged |
| Denali Advisors LLC | 36,284 | $602.3K | 0.07% | −1,531−4.0% | Reduced |
| Ethos Financial Group, LLC | 35,077 | $582.3K | 0.06% | +35,077 | New |
| Dynamic Technology Lab Private Ltd | 33,549 | $557.0K | 0.08% | +33,549 | New |
| Onyx Bridge Wealth Group LLC | 32,910 | $546.3K | 0.08% | +2,718+9.0% | Added |
| Wiley Bros.-Aintree Capital, LLC | 32,472 | $542.6K | 0.01% | +1,137+3.6% | Added |
| International Assets Investment Management, LLC | 31,839 | $528.5K | 0.05% | −678−2.1% | Reduced |
| Balyasny Asset Management LLC | 31,499 | $522.9K | 0.00% | +31,499 | New |
| CFO4Life Group, LLC | 30,072 | $499.2K | 0.08% | −1,427−4.5% | Reduced |
| Formidable Asset Management, LLC | 29,447 | $488.8K | 0.08% | −1,100−3.6% | Reduced |
| Garner Asset Management Corp | 29,137 | $483.7K | 0.21% | +29,137 | New |
| Tudor Investment Corp Et Al | 28,588 | $474.6K | 0.00% | +28,588 | New |
| LPL Financial LLC | 27,135 | $450.4K | 0.00% | −6,776−20.0% | Reduced |
| ExodusPoint Capital Management, LP | 27,100 | $450.0K | 0.01% | +27,100 | New |
| Canton Hathaway, LLC | 26,175 | $435.0K | 0.09% | +26,175 | New |
| CI Private Wealth, LLC | 25,409 | $421.8K | 0.00% | +10,658+72.3% | Added |
| MML Investors Services, LLC | 23,147 | $384.0K | 0.00% | +5,099+28.3% | Added |
| National Asset Management, Inc. | 22,431 | $372.4K | 0.01% | +22,431 | New |
| Norden Group LLC | 22,216 | $368.8K | 0.04% | +6,569+42.0% | Added |
| Lansforsakringar Fondforvaltning AB (publ) | 21,800 | $361.9K | 0.00% | +21,800 | New |
| Advisor OS, LLC | 20,457 | $339.6K | 0.04% | +958+4.9% | Added |
| Diversify Advisory Services, LLC | 21,950 | $339.3K | 0.02% | −2,969−11.9% | Reduced |
| Eagle Global Advisors LLC | 19,910 | $330.5K | 0.01% | 00.0% | Unchanged |
| Meridian Investment Counsel Inc. | 19,101 | $317.1K | 0.09% | +625+3.4% | Added |
| PharVision Advisers, LLC | 18,929 | $314.2K | 0.44% | +18,929 | New |
| Foster Victor Wealth Advisors, LLC | 22,000 | $313.1K | 0.03% | +2,000+10.0% | Added |
| Comerica Bank | 18,160 | $301.5K | 0.00% | +1,131+6.6% | Added |
| Magnetar Financial LLC | 18,067 | $299.9K | 0.00% | +18,067 | New |
| Centiva Capital, LP | 17,374 | $288.4K | 0.02% | +17,374 | New |
| Concurrent Investment Advisors, LLC | 17,349 | $288.0K | 0.01% | 00.0% | Unchanged |
| State Street Corp | 17,278 | $286.8K | 0.00% | +17,278 | New |
| Colony Group, LLC | 17,231 | $286.0K | 0.00% | 00.0% | Unchanged |
| Northern Trust Corp | 16,929 | $281.0K | 0.00% | −26,275−60.8% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 16,920 | $280.9K | 0.00% | −2,383−12.3% | Reduced |