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, Q3 2025
Institutional positions in Bain Capital Specialty Finance, Inc. as of Sep 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
- 139
- −2 vs. Q2 2025
- Shares held
- 33.4M
- +1.13M (+3.5%) vs. Q2 2025
- Total value
- $475.4M
- −$9.22M (−1.9%) vs. Q2 2025
- New holders
- 15
- 54 more added
- Sold out
- 17
- 39 more reduced
2 institutions that held it in Q2 2025 haven't filed for Q3 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2025
Shares, value and share of portfolio for each institution holding Bain Capital Specialty Finance, Inc.; share changes are against Q2 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Bain Capital Credit, LP | 11,822,433 | $168.5M | 53.13% | 00.0% | Unchanged |
| Bank of America Corp | 4,168,793 | $59.4M | 0.00% | −224,735−5.1% | Reduced |
| UBS Group AG | 1,492,327 | $21.3M | 0.00% | +42,401+2.9% | Added |
| Cresset Asset Management, LLC | 1,426,522 | $20.3M | 0.09% | +189,983+15.4% | Added |
| Van Eck Associates Corp | 1,306,231 | $18.6M | 0.02% | +181,591+16.1% | Added |
| Morgan Stanley | 1,212,841 | $17.3M | 0.00% | −113,380−8.5% | Reduced |
| Melia Wealth LLC | 1,123,229 | $16.0M | 7.01% | +132,497+13.4% | Added |
| Dimension Capital Management LLC | 689,146 | $9.82M | 1.43% | +78,623+12.9% | Added |
| Muzinich & Co., Inc. | 647,534 | $9.23M | 3.58% | +93,732+16.9% | Added |
| Sumitomo Mitsui Trust Holdings, Inc. | 545,190 | $7.77M | 0.00% | +98,222+22.0% | Added |
| Rockefeller Capital Management L.P. | 524,513 | $7.47M | 0.01% | +157,971+43.1% | Added |
| Two Sigma Advisers, LP | 523,600 | $7.46M | 0.01% | +109,900+26.6% | Added |
| Millennium Management LLC | 511,115 | $7.28M | 0.01% | +370,507+263.5% | Added |
| Two Sigma Investments, LP | 489,550 | $6.98M | 0.01% | +370,156+310.0% | Added |
| Franklin Resources Inc | 479,674 | $6.84M | 0.00% | +31,535+7.0% | Added |
| Hennion & Walsh Asset Management, Inc. | 415,217 | $5.92M | 0.21% | −17,845−4.1% | Reduced |
| Legal & General Group Plc | 391,452 | $5.58M | 0.00% | −33,463−7.9% | Reduced |
| BlackRock, Inc. | 374,682 | $5.34M | 0.00% | +72,520+24.0% | Added |
| Advisors Asset Management, Inc. | 254,222 | $3.62M | 0.06% | +9,558+3.9% | Added |
| Gries Financial LLC | 224,040 | $3.19M | 0.50% | +16,597+8.0% | Added |
| CF Capital LLC | 175,000 | $2.49M | 1.53% | +175,000 | New |
| Mariner, LLC | 169,751 | $2.42M | 0.00% | +94+0.1% | Added |
| Hager Investment Management Services, LLC | 169,531 | $2.42M | 1.31% | +5,389+3.3% | Added |
| Ameriprise Financial Inc | 158,107 | $2.25M | 0.00% | −20,356−11.4% | Reduced |
| Qube Research & Technologies Ltd | 156,844 | $2.24M | 0.00% | −16,258−9.4% | Reduced |
| Texas Yale Capital Corp. | 151,725 | $2.16M | 0.07% | +4,893+3.3% | Added |
| Royal Bank of Canada | 144,865 | $2.06M | 0.00% | +3,820+2.7% | Added |
| Neuberger Berman Group LLC | 143,695 | $2.05M | 0.00% | +14,872+11.5% | Added |
| Garner Asset Management Corp | 125,724 | $1.88M | 0.76% | +49,209+64.3% | Added |
| Kestra Advisory Services, LLC | 120,352 | $1.72M | 0.01% | +1,041+0.9% | Added |
| Pathstone Holdings, LLC | 114,969 | $1.64M | 0.01% | −64,142−35.8% | Reduced |
| Wells Fargo & Company | 104,143 | $1.48M | 0.00% | −31,683−23.3% | Reduced |
| Commonwealth Equity Services, LLC | 99,452 | $1.42M | 0.00% | −3,142−3.1% | Reduced |
| Invesco Ltd. | 97,906 | $1.40M | 0.00% | +13,795+16.4% | Added |
| Confluence Investment Management LLC | 97,707 | $1.39M | 0.02% | −23,223−19.2% | Reduced |
| Heritage Trust Co | 91,325 | $1.30M | 0.14% | +175+0.2% | Added |
| Trexquant Investment LP | 90,499 | $1.29M | 0.01% | +56,554+166.6% | Added |
| Janney Montgomery Scott LLC | 83,237 | $1.19M | 0.00% | −823−1.0% | Reduced |
| Raymond James Financial Inc | 82,815 | $1.18M | 0.00% | −11,976−12.6% | Reduced |
| Allworth Financial LP | 75,274 | $1.07M | 0.00% | −87,736−53.8% | Reduced |
| United Advisor Group, LLC | 74,036 | $1.06M | 0.14% | −1,133−1.5% | Reduced |
| Redhawk Wealth Advisors, Inc. | 72,773 | $1.04M | 0.12% | −18,748−20.5% | Reduced |
| Brevan Howard Capital Management LP | 69,884 | $995.8K | 0.01% | +69,884 | New |
| HighTower Advisors, LLC | 69,836 | $995.2K | 0.00% | −1,331−1.9% | Reduced |
| Ares Management LLC | 68,595 | $977.5K | 0.04% | 00.0% | Unchanged |
| Independent Financial Group, LLC | 65,726 | $936.6K | 0.02% | −7,102−9.8% | Reduced |
| JPMorgan Chase & Co | 65,389 | $931.8K | 0.00% | −107,119−62.1% | Reduced |
| Great West Life Assurance Co | 65,032 | $922.0K | 0.00% | +13,787+26.9% | Added |
| State Street Corp | 63,567 | $905.8K | 0.00% | +1,753+2.8% | Added |
| Triumph Capital Management | 62,778 | $894.6K | 0.24% | +8,652+16.0% | Added |
| Beaumont Financial Advisors, LLC | 61,837 | $881.2K | 0.06% | −454−0.7% | Reduced |
| Virtus Investment Advisers, Inc. | 55,871 | $796.2K | 0.23% | +4,828+9.5% | Added |
| Cambridge Investment Research Advisors, Inc. | 55,527 | $791.0K | 0.00% | +1,000+1.8% | Added |
| Lido Advisors, LLC | 51,425 | $732.8K | 0.00% | −4,099−7.4% | Reduced |
| Campbell & CO Investment Adviser LLC | 48,087 | $685.2K | 0.05% | −17,472−26.7% | Reduced |
| Northern Trust Corp | 47,266 | $673.5K | 0.00% | −82,455−63.6% | Reduced |
| Marshall Wace, LLP | 47,132 | $671.6K | 0.00% | −18,049−27.7% | Reduced |
| Advisor Group Holdings, Inc. | 43,782 | $662.6K | 0.00% | +1,019+2.4% | Added |
| BI Asset Management Fondsmaeglerselskab A/S | 43,977 | $627.0K | 0.01% | 00.0% | Unchanged |
| Ethos Financial Group, LLC | 43,199 | $615.6K | 0.05% | +8,122+23.2% | Added |
| Cottage Street Advisors LLC | 41,500 | $591.4K | 0.25% | +41,500 | New |
| Diversify Advisory Services, LLC | 38,066 | $536.3K | 0.02% | +14,923+64.5% | Added |
| LPL Financial LLC | 34,323 | $489.1K | 0.00% | +6,681+24.2% | Added |
| International Assets Investment Management, LLC | 31,839 | $476.0K | 0.04% | 00.0% | Unchanged |
| Wiley Bros.-Aintree Capital, LLC | 32,524 | $463.5K | 0.00% | −2,855−8.1% | Reduced |
| Citigroup Inc | 31,867 | $454.1K | 0.00% | +19,144+150.5% | Added |
| CFO4Life Group, LLC | 31,813 | $453.3K | 0.07% | +905+2.9% | Added |
| CV Advisors LLC | 31,500 | $448.9K | 0.12% | +31,500 | New |
| Norden Group LLC | 30,943 | $440.9K | 0.04% | +6,684+27.6% | Added |
| Comerica Bank | 30,764 | $438.4K | 0.00% | +11,615+60.7% | Added |
| Transcend Wealth Collective, LLC | 30,148 | $429.6K | 0.03% | +6,868+29.5% | Added |
| Formidable Asset Management, LLC | 28,447 | $427.8K | 0.07% | −1,000−3.4% | Reduced |
| Denali Advisors LLC | 29,952 | $426.8K | 0.05% | −5,407−15.3% | Reduced |
| Canton Hathaway, LLC | 27,375 | $390.0K | 0.07% | 00.0% | Unchanged |
| SeaCrest Wealth Management, LLC | 28,400 | $388.8K | 0.04% | −2,540−8.2% | Reduced |
| Onyx Bridge Wealth Group LLC | 24,874 | $354.5K | 0.04% | +1,392+5.9% | Added |
| M.E. Allison & Co., Inc. | 24,363 | $347.2K | 0.24% | +24,363 | New |
| XTX Topco Ltd | 23,275 | $331.7K | 0.02% | +23,275 | New |
| Farther Finance Advisors, LLC | 22,730 | $323.9K | 0.00% | +8,170+56.1% | Added |
| Foster Victor Wealth Advisors, LLC | 22,000 | $309.1K | 0.02% | 00.0% | Unchanged |
| Advisor OS, LLC | 21,642 | $308.4K | 0.03% | +616+2.9% | Added |
| National Asset Management, Inc. | 19,974 | $284.6K | 0.01% | −93−0.5% | Reduced |
| Eagle Global Advisors LLC | 19,910 | $283.7K | 0.01% | 00.0% | Unchanged |
| Price T Rowe Associates Inc | 19,669 | $281.0K | 0.00% | +19,669 | New |
| Meridian Investment Counsel Inc. | 17,476 | $249.0K | 0.06% | −625−3.5% | Reduced |
| Colony Group, LLC | 17,231 | $245.5K | 0.00% | 00.0% | Unchanged |
| Quadrature Capital Ltd | 17,191 | $245.5K | 0.00% | +17,191 | New |
| Catalina Capital Group, LLC | 16,828 | $239.8K | 0.15% | −2,478−12.8% | Reduced |
| IMC-Chicago, LLC | 16,686 | $237.8K | 0.00% | +16,686 | New |
| MQS Management LLC | 15,600 | $222.3K | 0.13% | −3,571−18.6% | Reduced |
| CI Private Wealth, LLC | 14,976 | $213.4K | 0.00% | −444−2.9% | Reduced |
| Employees Retirement System of Texas | 14,064 | $200.0K | 0.00% | 00.0% | Unchanged |
| Prairiewood Capital, LLC | 14,010 | $199.6K | 0.07% | −257−1.8% | Reduced |
| U.S. Capital Wealth Advisors, LLC | 14,000 | $199.5K | 0.01% | +1,700+13.8% | Added |
| Cooper Financial Group | 13,936 | $198.6K | 0.02% | +339+2.5% | Added |
| PDT Partners, LLC | 13,556 | $193.2K | 0.01% | 00.0% | Unchanged |
| Summit Wealth Group LLC | 12,612 | $193.1K | 0.03% | +12,612 | New |
| Seelaus Asset Management LLC | 13,300 | $189.5K | 0.15% | 00.0% | Unchanged |
| Advisory Services Network, LLC | 13,198 | $188.1K | 0.00% | −237−1.8% | Reduced |
| Perennial Investment Advisors, LLC | 12,500 | $178.1K | 0.01% | 00.0% | Unchanged |