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, Q2 2025
Institutional positions in Bain Capital Specialty Finance, Inc. as of Jun 30, 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
- 143
- −6 vs. Q1 2025
- Shares held
- 32.3M
- −940.8K (−2.8%) vs. Q1 2025
- Total value
- $486.3M
- −$65.7M (−11.9%) vs. Q1 2025
- New holders
- 20
- 59 more added
- Sold out
- 26
- 39 more reduced
Compare with Q1 2025: 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, Q2 2025
Shares, value and share of portfolio for each institution holding Bain Capital Specialty Finance, Inc.; share changes are against Q1 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Dougherty Wealth Advisers LLC | 50 | $752 | 0.00% | 00.0% | Unchanged |
| GAMMA Investing LLC | 54 | $812 | 0.00% | 00.0% | Unchanged |
| Federation des caisses Desjardins du Quebec | 75 | $1.13K | 0.00% | −500−87.0% | Reduced |
| Tower Research Capital LLC (TRC) | 81 | $1.22K | 0.00% | −957−92.2% | Reduced |
| WFA of San Diego, LLC | 100 | $1.50K | 0.00% | +100 | New |
| National Bank of Canada | 134 | $2.01K | 0.00% | +134 | New |
| Caitong International Asset Management Co., Ltd | 180 | $2.71K | 0.00% | +180 | New |
| Oliver Lagore Vanvalin Investment Group | 166 | $2.76K | 0.00% | +166 | New |
| Rogco, LP | 340 | $5.11K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 383 | $6.00K | 0.00% | +63+19.7% | Added |
| Jones Financial Companies LLLP | 500 | $7.47K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 500 | $7.52K | 0.00% | 00.0% | Unchanged |
| Financial Network Wealth Advisors LLC | 556 | $8.36K | 0.01% | 00.0% | Unchanged |
| Harbor Asset Planning, Inc. | 622 | $9.36K | 0.01% | +622 | New |
| Nalls Sherbakoff Group, LLC | 750 | $11.3K | 0.01% | +750 | New |
| Kimelman & Baird, LLC | 800 | $12.0K | 0.00% | 00.0% | Unchanged |
| BNP Paribas Arbitrage, SA | 900 | $13.5K | 0.00% | +900 | New |
| Acadian Asset Management LLC | 1,587 | $23.0K | 0.00% | −199−11.1% | Reduced |
| Global Retirement Partners, LLC | 2,500 | $37.6K | 0.00% | +2,500 | New |
| GPS Wealth Strategies Group, LLC | 2,682 | $40.3K | 0.00% | +750+38.8% | Added |
| Steward Partners Investment Advisory, LLC | 3,604 | $54.2K | 0.00% | +1,241+52.5% | Added |
| Quarry LP | 4,570 | $68.7K | 0.02% | −1,453−24.1% | Reduced |
| SRS Capital Advisors, Inc. | 5,000 | $75.2K | 0.00% | +5,000 | New |
| MAI Capital Management | 5,181 | $77.9K | 0.00% | 00.0% | Unchanged |
| Anfield Capital Management, LLC | 7,995 | $120.2K | 0.04% | 00.0% | Unchanged |
| Quantbot Technologies LP | 8,061 | $121.2K | 0.00% | +8,061 | New |
| Register Financial Advisors LLC | 8,404 | $126.4K | 0.06% | +100+1.2% | Added |
| Ronald Blue Trust, Inc. | 9,422 | $141.7K | 0.00% | +274+3.0% | Added |
| Aquatic Capital Management LLC | 9,587 | $144.2K | 0.00% | −41,005−81.1% | Reduced |
| Bokf, NA | 9,750 | $146.6K | 0.00% | 00.0% | Unchanged |
| Sanctuary Advisors, LLC | 10,324 | $155.3K | 0.00% | +10,324 | New |
| Blair William & Co | 10,339 | $155.5K | 0.00% | 00.0% | Unchanged |
| Creative Planning | 10,565 | $158.9K | 0.00% | +390+3.8% | Added |
| One Charles Private Wealth Services, LLC | 11,552 | $173.7K | 0.05% | +336+3.0% | Added |
| Susquehanna International Group, LLP | 11,854 | $178.3K | 0.00% | +11,854 | New |
| Mill Creek Capital Advisors, LLC | 12,092 | $181.9K | 0.00% | 00.0% | Unchanged |
| U.S. Capital Wealth Advisors, LLC | 12,300 | $185.0K | 0.01% | +12,300 | New |
| Perennial Investment Advisors, LLC | 12,500 | $188.0K | 0.02% | 00.0% | Unchanged |
| Citigroup Inc | 12,723 | $191.4K | 0.00% | +9,434+286.8% | Added |
| Seelaus Asset Management LLC | 13,300 | $200.0K | 0.18% | 00.0% | Unchanged |
| Concurrent Investment Advisors, LLC | 13,370 | $201.1K | 0.00% | −3,979−22.9% | Reduced |
| Advisory Services Network, LLC | 13,435 | $201.5K | 0.00% | +1,252+10.3% | Added |
| PDT Partners, LLC | 13,556 | $203.9K | 0.01% | −44,018−76.5% | Reduced |
| Cooper Financial Group | 13,597 | $204.5K | 0.02% | +1,716+14.4% | Added |
| PharVision Advisers, LLC | 13,839 | $208.1K | 0.30% | −5,090−26.9% | Reduced |
| Employees Retirement System of Texas | 14,064 | $212.0K | 0.00% | 00.0% | Unchanged |
| Prairiewood Capital, LLC | 14,267 | $214.6K | 0.08% | −543−3.7% | Reduced |
| Farther Finance Advisors, LLC | 14,560 | $219.0K | 0.00% | +1,705+13.3% | Added |
| Mutual Advisors, LLC | 14,890 | $227.5K | 0.01% | −872−5.5% | Reduced |
| CI Private Wealth, LLC | 15,420 | $231.9K | 0.00% | −9,989−39.3% | Reduced |
| Cubist Systematic Strategies, LLC | 16,405 | $246.7K | 0.00% | −105,528−86.5% | Reduced |
| Colony Group, LLC | 17,231 | $259.2K | 0.00% | 00.0% | Unchanged |
| Meridian Investment Counsel Inc. | 18,101 | $272.2K | 0.07% | −1,000−5.2% | Reduced |
| Virtu Financial LLC | 18,487 | $278.0K | 0.01% | +2,696+17.1% | Added |
| Jane Street Group, LLC | 18,645 | $280.4K | 0.00% | +18,645 | New |
| SG Americas Securities, LLC | 19,048 | $286.0K | 0.00% | +19,048 | New |
| Comerica Bank | 19,149 | $288.0K | 0.00% | +989+5.4% | Added |
| MQS Management LLC | 19,171 | $288.3K | 0.16% | +8,596+81.3% | Added |
| Catalina Capital Group, LLC | 19,306 | $290.4K | 0.20% | +19,306 | New |
| KKM Financial LLC | 19,428 | $292.2K | 0.10% | +2,600+15.5% | Added |
| Eagle Global Advisors LLC | 19,910 | $299.4K | 0.01% | 00.0% | Unchanged |
| National Asset Management, Inc. | 20,067 | $301.8K | 0.01% | −2,364−10.5% | Reduced |
| Advisor OS, LLC | 21,026 | $316.2K | 0.03% | +569+2.8% | Added |
| Foster Victor Wealth Advisors, LLC | 22,000 | $335.9K | 0.02% | 00.0% | Unchanged |
| Transcend Wealth Collective, LLC | 23,280 | $350.1K | 0.03% | +23,280 | New |
| Diversify Advisory Services, LLC | 23,143 | $350.8K | 0.01% | +1,193+5.4% | Added |
| Onyx Bridge Wealth Group LLC | 23,482 | $353.2K | 0.05% | −9,428−28.6% | Reduced |
| Norden Group LLC | 24,259 | $364.9K | 0.04% | +2,043+9.2% | Added |
| MML Investors Services, LLC | 26,417 | $397.0K | 0.00% | +3,270+14.1% | Added |
| Canton Hathaway, LLC | 27,375 | $412.0K | 0.08% | +1,200+4.6% | Added |
| LPL Financial LLC | 27,642 | $415.7K | 0.00% | +507+1.9% | Added |
| CFO4Life Group, LLC | 30,908 | $464.9K | 0.07% | +836+2.8% | Added |
| SeaCrest Wealth Management, LLC | 30,940 | $465.3K | 0.05% | +14,690+90.4% | Added |
| International Assets Investment Management, LLC | 31,839 | $478.9K | 0.04% | 00.0% | Unchanged |
| Formidable Asset Management, LLC | 29,447 | $488.8K | 0.08% | 00.0% | Unchanged |
| Dynamic Technology Lab Private Ltd | 32,526 | $489.0K | 0.07% | −1,023−3.0% | Reduced |
| Trexquant Investment LP | 33,945 | $510.5K | 0.01% | −26,519−43.9% | Reduced |
| Ethos Financial Group, LLC | 35,077 | $527.6K | 0.05% | 00.0% | Unchanged |
| Denali Advisors LLC | 35,359 | $531.8K | 0.06% | −925−2.5% | Reduced |
| Wiley Bros.-Aintree Capital, LLC | 35,379 | $532.1K | 0.00% | +2,907+9.0% | Added |
| Advisor Group Holdings, Inc. | 42,763 | $643.2K | 0.00% | −1,963−4.4% | Reduced |
| BI Asset Management Fondsmaeglerselskab A/S | 43,977 | $661.0K | 0.01% | +1,275+3.0% | Added |
| Citadel Advisors LLC | 46,225 | $695.2K | 0.00% | −151,986−76.7% | Reduced |
| Virtus Investment Advisers, Inc. | 51,043 | $767.7K | 0.26% | +2,365+4.9% | Added |
| Great West Life Assurance Co | 51,245 | $771.0K | 0.00% | +723+1.4% | Added |
| Y-Intercept (Hong Kong) Ltd | 52,743 | $793.3K | 0.02% | +52,743 | New |
| Triumph Capital Management | 54,126 | $814.1K | 0.24% | +1,765+3.4% | Added |
| Cambridge Investment Research Advisors, Inc. | 54,527 | $820.0K | 0.00% | −210.0% | Reduced |
| Lido Advisors, LLC | 55,524 | $835.1K | 0.00% | −2,903−5.0% | Reduced |
| Jump Financial, LLC | 60,622 | $911.8K | 0.01% | +48,561+402.6% | Added |
| State Street Corp | 61,814 | $929.7K | 0.00% | +44,536+257.8% | Added |
| Beaumont Financial Advisors, LLC | 62,291 | $936.9K | 0.07% | +184+0.3% | Added |
| Mount Yale Investment Advisors, LLC | 63,673 | $957.6K | 0.07% | −432−0.7% | Reduced |
| Marshall Wace, LLP | 65,181 | $980.3K | 0.00% | +65,181 | New |
| Campbell & CO Investment Adviser LLC | 65,559 | $986.0K | 0.06% | +12,084+22.6% | Added |
| Ares Management LLC | 68,595 | $1.03M | 0.05% | 00.0% | Unchanged |
| HighTower Advisors, LLC | 71,167 | $1.07M | 0.00% | +151+0.2% | Added |
| Independent Financial Group, LLC | 72,828 | $1.10M | 0.03% | −18,448−20.2% | Reduced |
| United Advisor Group, LLC | 75,169 | $1.13M | 0.20% | −2,081−2.7% | Reduced |
| Garner Asset Management Corp | 76,515 | $1.15M | 0.53% | +47,378+162.6% | Added |