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 |
|---|---|---|---|---|---|
| Dougherty Wealth Advisers LLC | 50 | $713 | 0.00% | 00.0% | Unchanged |
| GAMMA Investing LLC | 54 | $770 | 0.00% | 00.0% | Unchanged |
| WFA of San Diego, LLC | 100 | $1.43K | 0.00% | 00.0% | Unchanged |
| Pension & Wealth Management Advisors, Inc. | 110 | $1.57K | 0.00% | +110 | New |
| Strategic Advocates LLC | 138 | $1.97K | 0.00% | +138 | New |
| Federation des caisses Desjardins du Quebec | 200 | $2.85K | 0.00% | +125+166.7% | Added |
| Rogco, LP | 340 | $4.84K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 383 | $5.00K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 500 | $7.13K | 0.00% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 500 | $7.19K | 0.00% | 00.0% | Unchanged |
| Financial Network Wealth Advisors LLC | 556 | $7.92K | 0.01% | 00.0% | Unchanged |
| Harbor Asset Planning, Inc. | 622 | $8.86K | 0.01% | 00.0% | Unchanged |
| Nalls Sherbakoff Group, LLC | 750 | $10.7K | 0.01% | 00.0% | Unchanged |
| Kimelman & Baird, LLC | 800 | $11.4K | 0.00% | 00.0% | Unchanged |
| Wealthspire Advisors, LLC | 1,001 | $14.3K | 0.00% | +1,001 | New |
| Quarry LP | 1,649 | $23.5K | 0.01% | −2,921−63.9% | Reduced |
| Tower Research Capital LLC (TRC) | 2,490 | $35.5K | 0.00% | +2,409+2,974.1% | Added |
| Global Retirement Partners, LLC | 2,500 | $35.6K | 0.00% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 2,682 | $38.2K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 3,780 | $53.9K | 0.00% | +176+4.9% | Added |
| Stone House Investment Management, LLC | 3,856 | $54.9K | 0.01% | +3,856 | New |
| BNP Paribas Arbitrage, SA | 4,069 | $58.0K | 0.00% | +3,169+352.1% | Added |
| Security National Bank | 4,650 | $66.3K | 0.01% | +4,650 | New |
| SRS Capital Advisors, Inc. | 5,000 | $71.3K | 0.00% | 00.0% | Unchanged |
| MAI Capital Management | 5,181 | $73.8K | 0.00% | 00.0% | Unchanged |
| Aquatic Capital Management LLC | 6,163 | $87.8K | 0.00% | −3,424−35.7% | Reduced |
| Anfield Capital Management, LLC | 7,995 | $113.9K | 0.03% | 00.0% | Unchanged |
| Register Financial Advisors LLC | 8,513 | $121.3K | 0.05% | +109+1.3% | Added |
| Ronald Blue Trust, Inc. | 9,719 | $138.5K | 0.00% | +297+3.2% | Added |
| Bokf, NA | 9,750 | $138.9K | 0.00% | 00.0% | Unchanged |
| Blair William & Co | 10,339 | $147.3K | 0.00% | 00.0% | Unchanged |
| PharVision Advisers, LLC | 10,566 | $150.6K | 0.08% | −3,273−23.7% | Reduced |
| Sanctuary Advisors, LLC | 10,685 | $152.3K | 0.00% | +361+3.5% | Added |
| Creative Planning | 10,984 | $156.5K | 0.00% | +419+4.0% | Added |
| MML Investors Services, LLC | 11,348 | $161.7K | 0.00% | −15,069−57.0% | Reduced |
| Susquehanna International Group, LLP | 11,899 | $169.6K | 0.00% | +45+0.4% | Added |
| One Charles Private Wealth Services, LLC | 11,916 | $169.8K | 0.04% | +364+3.2% | Added |
| Mill Creek Capital Advisors, LLC | 12,092 | $172.3K | 0.00% | 00.0% | Unchanged |
| Concurrent Investment Advisors, LLC | 12,265 | $174.8K | 0.00% | −1,105−8.3% | Reduced |
| Perennial Investment Advisors, LLC | 12,500 | $178.1K | 0.01% | 00.0% | Unchanged |
| Advisory Services Network, LLC | 13,198 | $188.1K | 0.00% | −237−1.8% | Reduced |
| Seelaus Asset Management LLC | 13,300 | $189.5K | 0.15% | 00.0% | Unchanged |
| Summit Wealth Group LLC | 12,612 | $193.1K | 0.03% | +12,612 | New |
| PDT Partners, LLC | 13,556 | $193.2K | 0.01% | 00.0% | Unchanged |
| Cooper Financial Group | 13,936 | $198.6K | 0.02% | +339+2.5% | Added |
| U.S. Capital Wealth Advisors, LLC | 14,000 | $199.5K | 0.01% | +1,700+13.8% | Added |
| Prairiewood Capital, LLC | 14,010 | $199.6K | 0.07% | −257−1.8% | Reduced |
| Employees Retirement System of Texas | 14,064 | $200.0K | 0.00% | 00.0% | Unchanged |
| CI Private Wealth, LLC | 14,976 | $213.4K | 0.00% | −444−2.9% | Reduced |
| MQS Management LLC | 15,600 | $222.3K | 0.13% | −3,571−18.6% | Reduced |
| IMC-Chicago, LLC | 16,686 | $237.8K | 0.00% | +16,686 | New |
| Catalina Capital Group, LLC | 16,828 | $239.8K | 0.15% | −2,478−12.8% | Reduced |
| Quadrature Capital Ltd | 17,191 | $245.5K | 0.00% | +17,191 | New |
| Colony Group, LLC | 17,231 | $245.5K | 0.00% | 00.0% | Unchanged |
| Meridian Investment Counsel Inc. | 17,476 | $249.0K | 0.06% | −625−3.5% | Reduced |
| Price T Rowe Associates Inc | 19,669 | $281.0K | 0.00% | +19,669 | New |
| Eagle Global Advisors LLC | 19,910 | $283.7K | 0.01% | 00.0% | Unchanged |
| National Asset Management, Inc. | 19,974 | $284.6K | 0.01% | −93−0.5% | Reduced |
| Advisor OS, LLC | 21,642 | $308.4K | 0.03% | +616+2.9% | Added |
| Foster Victor Wealth Advisors, LLC | 22,000 | $309.1K | 0.02% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 22,730 | $323.9K | 0.00% | +8,170+56.1% | Added |
| XTX Topco Ltd | 23,275 | $331.7K | 0.02% | +23,275 | New |
| M.E. Allison & Co., Inc. | 24,363 | $347.2K | 0.24% | +24,363 | New |
| Onyx Bridge Wealth Group LLC | 24,874 | $354.5K | 0.04% | +1,392+5.9% | Added |
| SeaCrest Wealth Management, LLC | 28,400 | $388.8K | 0.04% | −2,540−8.2% | Reduced |
| Canton Hathaway, LLC | 27,375 | $390.0K | 0.07% | 00.0% | Unchanged |
| Denali Advisors LLC | 29,952 | $426.8K | 0.05% | −5,407−15.3% | Reduced |
| Formidable Asset Management, LLC | 28,447 | $427.8K | 0.07% | −1,000−3.4% | Reduced |
| Transcend Wealth Collective, LLC | 30,148 | $429.6K | 0.03% | +6,868+29.5% | Added |
| Comerica Bank | 30,764 | $438.4K | 0.00% | +11,615+60.7% | Added |
| Norden Group LLC | 30,943 | $440.9K | 0.04% | +6,684+27.6% | Added |
| CV Advisors LLC | 31,500 | $448.9K | 0.12% | +31,500 | New |
| CFO4Life Group, LLC | 31,813 | $453.3K | 0.07% | +905+2.9% | Added |
| Citigroup Inc | 31,867 | $454.1K | 0.00% | +19,144+150.5% | Added |
| Wiley Bros.-Aintree Capital, LLC | 32,524 | $463.5K | 0.00% | −2,855−8.1% | Reduced |
| International Assets Investment Management, LLC | 31,839 | $476.0K | 0.04% | 00.0% | Unchanged |
| LPL Financial LLC | 34,323 | $489.1K | 0.00% | +6,681+24.2% | Added |
| Diversify Advisory Services, LLC | 38,066 | $536.3K | 0.02% | +14,923+64.5% | Added |
| Cottage Street Advisors LLC | 41,500 | $591.4K | 0.25% | +41,500 | New |
| Ethos Financial Group, LLC | 43,199 | $615.6K | 0.05% | +8,122+23.2% | Added |
| BI Asset Management Fondsmaeglerselskab A/S | 43,977 | $627.0K | 0.01% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 43,782 | $662.6K | 0.00% | +1,019+2.4% | Added |
| Marshall Wace, LLP | 47,132 | $671.6K | 0.00% | −18,049−27.7% | Reduced |
| Northern Trust Corp | 47,266 | $673.5K | 0.00% | −82,455−63.6% | Reduced |
| Campbell & CO Investment Adviser LLC | 48,087 | $685.2K | 0.05% | −17,472−26.7% | Reduced |
| Lido Advisors, LLC | 51,425 | $732.8K | 0.00% | −4,099−7.4% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 55,527 | $791.0K | 0.00% | +1,000+1.8% | Added |
| Virtus Investment Advisers, Inc. | 55,871 | $796.2K | 0.23% | +4,828+9.5% | Added |
| Beaumont Financial Advisors, LLC | 61,837 | $881.2K | 0.06% | −454−0.7% | Reduced |
| Triumph Capital Management | 62,778 | $894.6K | 0.24% | +8,652+16.0% | Added |
| State Street Corp | 63,567 | $905.8K | 0.00% | +1,753+2.8% | Added |
| Great West Life Assurance Co | 65,032 | $922.0K | 0.00% | +13,787+26.9% | Added |
| JPMorgan Chase & Co | 65,389 | $931.8K | 0.00% | −107,119−62.1% | Reduced |
| Independent Financial Group, LLC | 65,726 | $936.6K | 0.02% | −7,102−9.8% | Reduced |
| Ares Management LLC | 68,595 | $977.5K | 0.04% | 00.0% | Unchanged |
| HighTower Advisors, LLC | 69,836 | $995.2K | 0.00% | −1,331−1.9% | Reduced |
| Brevan Howard Capital Management LP | 69,884 | $995.8K | 0.01% | +69,884 | New |
| Redhawk Wealth Advisors, Inc. | 72,773 | $1.04M | 0.12% | −18,748−20.5% | Reduced |
| United Advisor Group, LLC | 74,036 | $1.06M | 0.14% | −1,133−1.5% | Reduced |
| Allworth Financial LP | 75,274 | $1.07M | 0.00% | −87,736−53.8% | Reduced |