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 |
|---|---|---|---|---|---|
| KKM Financial LLC | 16,828 | $279.3K | 0.12% | +2,850+20.4% | Added |
| SeaCrest Wealth Management, LLC | 16,250 | $269.8K | 0.03% | +16,250 | New |
| US Bancorp | 16,137 | $267.9K | 0.00% | −15,000−48.2% | Reduced |
| Virtu Financial LLC | 15,791 | $262.0K | 0.01% | +15,791 | New |
| Prairiewood Capital, LLC | 14,810 | $245.8K | 0.10% | −401−2.6% | Reduced |
| Mutual Advisors, LLC | 15,762 | $244.8K | 0.01% | +768+5.1% | Added |
| Employees Retirement System of Texas | 14,064 | $233.0K | 0.00% | +14,064 | New |
| Verition Fund Management LLC | 13,456 | $223.4K | 0.00% | +13,456 | New |
| Seelaus Asset Management LLC | 13,300 | $220.8K | 0.21% | +250+1.9% | Added |
| Farther Finance Advisors, LLC | 12,855 | $214.3K | 0.01% | −2,850−18.1% | Reduced |
| Perennial Investment Advisors, LLC | 12,500 | $207.5K | 0.02% | 00.0% | Unchanged |
| Advisory Services Network, LLC | 12,183 | $202.2K | 0.00% | −62−0.5% | Reduced |
| Mill Creek Capital Advisors, LLC | 12,092 | $200.7K | 0.00% | 00.0% | Unchanged |
| Jump Financial, LLC | 12,061 | $200.2K | 0.00% | +12,061 | New |
| Cooper Financial Group | 11,881 | $197.2K | 0.03% | −3,183−21.1% | Reduced |
| One Charles Private Wealth Services, LLC | 11,216 | $186.2K | 0.06% | +559+5.2% | Added |
| MQS Management LLC | 10,575 | $175.5K | 0.10% | +10,575 | New |
| Blair William & Co | 10,339 | $171.6K | 0.00% | −2,000−16.2% | Reduced |
| Creative Planning | 10,175 | $168.9K | 0.00% | +10,175 | New |
| Bokf, NA | 9,750 | $161.8K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 9,148 | $151.9K | 0.00% | +455+5.2% | Added |
| Register Financial Advisors LLC | 8,304 | $137.8K | 0.07% | +167+2.1% | Added |
| Anfield Capital Management, LLC | 7,995 | $132.7K | 0.05% | 00.0% | Unchanged |
| Quarry LP | 6,023 | $100.0K | 0.03% | +6,023 | New |
| MAI Capital Management | 5,181 | $86.0K | 0.00% | 00.0% | Unchanged |
| Citigroup Inc | 3,289 | $54.6K | 0.00% | +320+10.8% | Added |
| Nomura Asset Management Co Ltd | 2,673 | $44.4K | 0.00% | +2,673 | New |
| Steward Partners Investment Advisory, LLC | 2,363 | $39.2K | 0.00% | +67+2.9% | Added |
| GPS Wealth Strategies Group, LLC | 1,932 | $32.1K | 0.00% | 00.0% | Unchanged |
| Barclays PLC | 1,900 | $31.5K | 0.00% | +1,900 | New |
| Acadian Asset Management LLC | 1,786 | $29.0K | 0.00% | 00.0% | Unchanged |
| First Pacific Financial | 1,323 | $22.0K | 0.00% | +1,323 | New |
| First Horizon Advisors, Inc. | 1,250 | $20.8K | 0.00% | −66−5.0% | Reduced |
| Tower Research Capital LLC (TRC) | 1,038 | $17.2K | 0.00% | +905+680.5% | Added |
| Boston Private Wealth LLC | 1,000 | $16.6K | 0.00% | +1,000 | New |
| Resources Management Corp | 900 | $15.0K | 0.00% | 00.0% | Unchanged |
| Kimelman & Baird, LLC | 800 | $13.3K | 0.00% | 00.0% | Unchanged |
| Mascoma Wealth Management LLC | 637 | $10.6K | 0.00% | −1,039−62.0% | Reduced |
| Federation des caisses Desjardins du Quebec | 575 | $9.54K | 0.00% | +75+15.0% | Added |
| Financial Network Wealth Advisors LLC | 556 | $9.23K | 0.01% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 500 | $8.36K | 0.00% | +500 | New |
| AdvisorNet Financial, Inc | 500 | $8.30K | 0.00% | −1,000−66.7% | Reduced |
| WealthCollab, LLC | 428 | $7.11K | 0.00% | 00.0% | Unchanged |
| Rogco, LP | 340 | $5.64K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 320 | $5.00K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 86 | $1.43K | 0.00% | −320−78.8% | Reduced |
| GAMMA Investing LLC | 54 | $896 | 0.00% | 00.0% | Unchanged |
| Dougherty Wealth Advisers LLC | 50 | $830 | 0.00% | 00.0% | Unchanged |
| Pension & Wealth Management Advisors, Inc. | 0 | $1 | 0.00% | 0 | Unchanged |
| Cura Wealth Advisors, LLC | 0 | $0 | 0.00% | −116,174−100.0% | Sold out |
| Virtus ETF Advisers LLC | 0 | $0 | 0.00% | −46,020−100.0% | Sold out |
| Connor, Clark & Lunn Investment Management Ltd. | 0 | $0 | 0.00% | −36,605−100.0% | Sold out |
| Global Endowment Management, LP | 0 | $0 | 0.00% | −12,500−100.0% | Sold out |
| XTX Topco Ltd | 0 | $0 | 0.00% | −11,228−100.0% | Sold out |
| Keel Point, LLC | 0 | $0 | 0.00% | −10,768−100.0% | Sold out |
| Mirae Asset Global Investments Co., Ltd. | 0 | $0 | 0.00% | −8,476−100.0% | Sold out |
| Van Hulzen Asset Management, LLC | 0 | $0 | 0.00% | −7,200−100.0% | Sold out |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 0 | $0 | 0.00% | −4,250−100.0% | Sold out |
| Beacon Capital Management, LLC | 0 | $0 | 0.00% | −1,919−100.0% | Sold out |
| CIBC Private Wealth Group, LLC | 0 | $0 | 0.00% | −1,904−100.0% | Sold out |
| GKV Capital Management Co., Inc. | 0 | $0 | 0.00% | −1,000−100.0% | Sold out |
| Simplex Trading, LLC | 0 | $0 | 0.00% | −599−100.0% | Sold out |
| Transce3nd, LLC | 0 | $0 | 0.00% | −404−100.0% | Sold out |
| National Bank of Canada | 0 | $0 | 0.00% | −147−100.0% | Sold out |
| Northwestern Mutual Wealth Management Co | 0 | $0 | 0.00% | −70−100.0% | Sold out |
| Lake Street Advisors Group, LLC | – | – | – | – | Not filed |
| Global Retirement Partners, LLC | – | – | – | – | Not filed |
| Oliver Lagore Vanvalin Investment Group | – | – | – | – | Not filed |