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 |
|---|---|---|---|---|---|
| Pension & Wealth Management Advisors, Inc. | 0 | $1 | 0.00% | 0 | Unchanged |
| Dougherty Wealth Advisers LLC | 50 | $830 | 0.00% | 00.0% | Unchanged |
| GAMMA Investing LLC | 54 | $896 | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 86 | $1.43K | 0.00% | −320−78.8% | Reduced |
| CWM, LLC | 320 | $5.00K | 0.00% | 00.0% | Unchanged |
| Rogco, LP | 340 | $5.64K | 0.00% | 00.0% | Unchanged |
| WealthCollab, LLC | 428 | $7.11K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 500 | $8.30K | 0.00% | −1,000−66.7% | Reduced |
| Jones Financial Companies LLLP | 500 | $8.36K | 0.00% | +500 | New |
| Financial Network Wealth Advisors LLC | 556 | $9.23K | 0.01% | 00.0% | Unchanged |
| Federation des caisses Desjardins du Quebec | 575 | $9.54K | 0.00% | +75+15.0% | Added |
| Mascoma Wealth Management LLC | 637 | $10.6K | 0.00% | −1,039−62.0% | Reduced |
| Kimelman & Baird, LLC | 800 | $13.3K | 0.00% | 00.0% | Unchanged |
| Resources Management Corp | 900 | $15.0K | 0.00% | 00.0% | Unchanged |
| Boston Private Wealth LLC | 1,000 | $16.6K | 0.00% | +1,000 | New |
| Tower Research Capital LLC (TRC) | 1,038 | $17.2K | 0.00% | +905+680.5% | Added |
| First Horizon Advisors, Inc. | 1,250 | $20.8K | 0.00% | −66−5.0% | Reduced |
| First Pacific Financial | 1,323 | $22.0K | 0.00% | +1,323 | New |
| Acadian Asset Management LLC | 1,786 | $29.0K | 0.00% | 00.0% | Unchanged |
| Barclays PLC | 1,900 | $31.5K | 0.00% | +1,900 | New |
| GPS Wealth Strategies Group, LLC | 1,932 | $32.1K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 2,363 | $39.2K | 0.00% | +67+2.9% | Added |
| Nomura Asset Management Co Ltd | 2,673 | $44.4K | 0.00% | +2,673 | New |
| Citigroup Inc | 3,289 | $54.6K | 0.00% | +320+10.8% | Added |
| MAI Capital Management | 5,181 | $86.0K | 0.00% | 00.0% | Unchanged |
| Quarry LP | 6,023 | $100.0K | 0.03% | +6,023 | New |
| Anfield Capital Management, LLC | 7,995 | $132.7K | 0.05% | 00.0% | Unchanged |
| Register Financial Advisors LLC | 8,304 | $137.8K | 0.07% | +167+2.1% | Added |
| Ronald Blue Trust, Inc. | 9,148 | $151.9K | 0.00% | +455+5.2% | Added |
| Bokf, NA | 9,750 | $161.8K | 0.00% | 00.0% | Unchanged |
| Creative Planning | 10,175 | $168.9K | 0.00% | +10,175 | New |
| Blair William & Co | 10,339 | $171.6K | 0.00% | −2,000−16.2% | Reduced |
| MQS Management LLC | 10,575 | $175.5K | 0.10% | +10,575 | New |
| One Charles Private Wealth Services, LLC | 11,216 | $186.2K | 0.06% | +559+5.2% | Added |
| Cooper Financial Group | 11,881 | $197.2K | 0.03% | −3,183−21.1% | Reduced |
| Jump Financial, LLC | 12,061 | $200.2K | 0.00% | +12,061 | New |
| Mill Creek Capital Advisors, LLC | 12,092 | $200.7K | 0.00% | 00.0% | Unchanged |
| Advisory Services Network, LLC | 12,183 | $202.2K | 0.00% | −62−0.5% | Reduced |
| Perennial Investment Advisors, LLC | 12,500 | $207.5K | 0.02% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 12,855 | $214.3K | 0.01% | −2,850−18.1% | Reduced |
| Seelaus Asset Management LLC | 13,300 | $220.8K | 0.21% | +250+1.9% | Added |
| Verition Fund Management LLC | 13,456 | $223.4K | 0.00% | +13,456 | New |
| Employees Retirement System of Texas | 14,064 | $233.0K | 0.00% | +14,064 | New |
| Mutual Advisors, LLC | 15,762 | $244.8K | 0.01% | +768+5.1% | Added |
| Prairiewood Capital, LLC | 14,810 | $245.8K | 0.10% | −401−2.6% | Reduced |
| Virtu Financial LLC | 15,791 | $262.0K | 0.01% | +15,791 | New |
| US Bancorp | 16,137 | $267.9K | 0.00% | −15,000−48.2% | Reduced |
| SeaCrest Wealth Management, LLC | 16,250 | $269.8K | 0.03% | +16,250 | New |
| KKM Financial LLC | 16,828 | $279.3K | 0.12% | +2,850+20.4% | Added |
| Wealth Enhancement Advisory Services, LLC | 16,920 | $280.9K | 0.00% | −2,383−12.3% | Reduced |
| Northern Trust Corp | 16,929 | $281.0K | 0.00% | −26,275−60.8% | Reduced |
| Colony Group, LLC | 17,231 | $286.0K | 0.00% | 00.0% | Unchanged |
| State Street Corp | 17,278 | $286.8K | 0.00% | +17,278 | New |
| Concurrent Investment Advisors, LLC | 17,349 | $288.0K | 0.01% | 00.0% | Unchanged |
| Centiva Capital, LP | 17,374 | $288.4K | 0.02% | +17,374 | New |
| Magnetar Financial LLC | 18,067 | $299.9K | 0.00% | +18,067 | New |
| Comerica Bank | 18,160 | $301.5K | 0.00% | +1,131+6.6% | Added |
| Foster Victor Wealth Advisors, LLC | 22,000 | $313.1K | 0.03% | +2,000+10.0% | Added |
| PharVision Advisers, LLC | 18,929 | $314.2K | 0.44% | +18,929 | New |
| Meridian Investment Counsel Inc. | 19,101 | $317.1K | 0.09% | +625+3.4% | Added |
| Eagle Global Advisors LLC | 19,910 | $330.5K | 0.01% | 00.0% | Unchanged |
| Diversify Advisory Services, LLC | 21,950 | $339.3K | 0.02% | −2,969−11.9% | Reduced |
| Advisor OS, LLC | 20,457 | $339.6K | 0.04% | +958+4.9% | Added |
| Lansforsakringar Fondforvaltning AB (publ) | 21,800 | $361.9K | 0.00% | +21,800 | New |
| Norden Group LLC | 22,216 | $368.8K | 0.04% | +6,569+42.0% | Added |
| National Asset Management, Inc. | 22,431 | $372.4K | 0.01% | +22,431 | New |
| MML Investors Services, LLC | 23,147 | $384.0K | 0.00% | +5,099+28.3% | Added |
| CI Private Wealth, LLC | 25,409 | $421.8K | 0.00% | +10,658+72.3% | Added |
| Canton Hathaway, LLC | 26,175 | $435.0K | 0.09% | +26,175 | New |
| ExodusPoint Capital Management, LP | 27,100 | $450.0K | 0.01% | +27,100 | New |
| LPL Financial LLC | 27,135 | $450.4K | 0.00% | −6,776−20.0% | Reduced |
| Tudor Investment Corp Et Al | 28,588 | $474.6K | 0.00% | +28,588 | New |
| Garner Asset Management Corp | 29,137 | $483.7K | 0.21% | +29,137 | New |
| Formidable Asset Management, LLC | 29,447 | $488.8K | 0.08% | −1,100−3.6% | Reduced |
| CFO4Life Group, LLC | 30,072 | $499.2K | 0.08% | −1,427−4.5% | Reduced |
| Balyasny Asset Management LLC | 31,499 | $522.9K | 0.00% | +31,499 | New |
| International Assets Investment Management, LLC | 31,839 | $528.5K | 0.05% | −678−2.1% | Reduced |
| Wiley Bros.-Aintree Capital, LLC | 32,472 | $542.6K | 0.01% | +1,137+3.6% | Added |
| Onyx Bridge Wealth Group LLC | 32,910 | $546.3K | 0.08% | +2,718+9.0% | Added |
| Dynamic Technology Lab Private Ltd | 33,549 | $557.0K | 0.08% | +33,549 | New |
| Ethos Financial Group, LLC | 35,077 | $582.3K | 0.06% | +35,077 | New |
| Denali Advisors LLC | 36,284 | $602.3K | 0.07% | −1,531−4.0% | Reduced |
| BI Asset Management Fondsmaeglerselskab A/S | 42,702 | $709.0K | 0.01% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 44,726 | $742.4K | 0.00% | +20,706+86.2% | Added |
| HRT Financial LP | 45,521 | $755.0K | 0.00% | +15,730+52.8% | Added |
| Virtus Investment Advisers, Inc. | 48,678 | $808.1K | 0.22% | +48,678 | New |
| Aquatic Capital Management LLC | 50,592 | $839.8K | 0.02% | +46,762+1,220.9% | Added |
| Great West Life Assurance Co | 50,522 | $841.0K | 0.00% | +7,810+18.3% | Added |
| Triumph Capital Management | 52,361 | $869.2K | 0.29% | +1,675+3.3% | Added |
| Campbell & CO Investment Adviser LLC | 53,475 | $887.7K | 0.07% | +16,143+43.2% | Added |
| TownSquare Capital, LLC | 54,507 | $904.8K | 0.01% | +7,285+15.4% | Added |
| Cambridge Investment Research Advisors, Inc. | 54,548 | $906.0K | 0.00% | +5,618+11.5% | Added |
| Starr Indemnity & Liability Co | 55,022 | $913.4K | 0.44% | −542,979−90.8% | Reduced |
| Lazard Asset Management LLC | 57,051 | $947.0K | 0.00% | +47,690+509.5% | Added |
| PDT Partners, LLC | 57,574 | $955.7K | 0.07% | +57,574 | New |
| Lido Advisors, LLC | 58,427 | $969.9K | 0.01% | +4,799+8.9% | Added |
| Trexquant Investment LP | 60,464 | $1.00M | 0.01% | −19,404−24.3% | Reduced |
| Beaumont Financial Advisors, LLC | 62,107 | $1.03M | 0.08% | −5,409−8.0% | Reduced |
| Mount Yale Investment Advisors, LLC | 64,105 | $1.06M | 0.09% | −1,580−2.4% | Reduced |
| Ares Management LLC | 68,595 | $1.14M | 0.07% | 00.0% | Unchanged |