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 2026
Institutional positions in Bain Capital Specialty Finance, Inc. as of Mar 31, 2026. 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
- 132
- −7 vs. Q4 2025
- Shares held
- 33.8M
- −413.9K (−1.2%) vs. Q4 2025
- Total value
- $419.4M
- −$57.0M (−12.0%) vs. Q4 2025
- New holders
- 20
- 41 more added
- Sold out
- 27
- 48 more reduced
3 institutions that held it in Q4 2025 haven't filed for Q1 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2026
Shares, value and share of portfolio for each institution holding Bain Capital Specialty Finance, Inc.; share changes are against Q4 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Bain Capital Credit, LP | 11,822,433 | $146.6M | 48.39% | 00.0% | Unchanged |
| Bank of America Corp | 2,737,475 | $33.9M | 0.00% | −465,464−14.5% | Reduced |
| Cresset Asset Management, LLC | 2,072,844 | $25.7M | 0.11% | +324,740+18.6% | Added |
| Two Sigma Investments, LP | 1,514,955 | $18.8M | 0.02% | +884,972+140.5% | Added |
| UBS Group AG | 1,404,548 | $17.4M | 0.00% | −202,662−12.6% | Reduced |
| Dimension Capital Management LLC | 1,224,490 | $15.2M | 2.13% | +413,805+51.0% | Added |
| Melia Wealth LLC | 1,163,088 | $14.4M | 6.98% | +28,877+2.5% | Added |
| Morgan Stanley | 1,146,133 | $14.2M | 0.00% | +103,299+9.9% | Added |
| Van Eck Associates Corp | 1,124,424 | $13.9M | 0.01% | −248,939−18.1% | Reduced |
| Muzinich & Co., Inc. | 801,257 | $9.94M | 3.48% | +17,110+2.2% | Added |
| Sumitomo Mitsui Trust Holdings, Inc. | 601,097 | $7.45M | 0.00% | 00.0% | Unchanged |
| Franklin Resources Inc | 585,999 | $7.27M | 0.00% | +80,062+15.8% | Added |
| Russell Investments Group, Ltd. | 532,532 | $6.60M | 0.01% | +353,308+197.1% | Added |
| Legal & General Group Plc | 500,213 | $6.20M | 0.00% | +38,363+8.3% | Added |
| HighTower Advisors, LLC | 373,972 | $4.64M | 0.00% | +305,154+443.4% | Added |
| Hennion & Walsh Asset Management, Inc. | 355,903 | $4.41M | 0.15% | −46,560−11.6% | Reduced |
| CF Capital LLC | 333,982 | $4.14M | 4.99% | −292,532−46.7% | Reduced |
| Advisors Asset Management, Inc. | 234,117 | $2.90M | 0.05% | +9,760+4.4% | Added |
| SRS Capital Advisors, Inc. | 230,050 | $2.85M | 0.08% | +225,050+4,501.0% | Added |
| BlackRock, Inc. | 204,910 | $2.54M | 0.00% | −163,546−44.4% | Reduced |
| Texas Yale Capital Corp. | 163,552 | $2.03M | 0.06% | +4,080+2.6% | Added |
| BI Asset Management Fondsmaeglerselskab A/S | 161,044 | $2.00M | 0.02% | +4,707+3.0% | Added |
| Mariner, LLC | 160,671 | $1.99M | 0.00% | −3,910−2.4% | Reduced |
| Jane Street Group, LLC | 145,001 | $1.80M | 0.00% | +68,700+90.0% | Added |
| Trexquant Investment LP | 138,994 | $1.72M | 0.01% | +36,097+35.1% | Added |
| Rockefeller Capital Management L.P. | 135,793 | $1.68M | 0.00% | −372,218−73.3% | Reduced |
| Hager Investment Management Services, LLC | 127,430 | $1.58M | 0.87% | −46,785−26.9% | Reduced |
| Lansforsakringar Fondforvaltning AB (publ) | 119,266 | $1.48M | 0.01% | +16,390+15.9% | Added |
| LPL Financial LLC | 115,815 | $1.44M | 0.00% | +10,995+10.5% | Added |
| Pathstone Holdings, LLC | 114,970 | $1.43M | 0.01% | +10.0% | Added |
| Kestra Advisory Services, LLC | 113,615 | $1.41M | 0.01% | −5,195−4.4% | Reduced |
| Callodine Capital Management, LP | 107,349 | $1.33M | 0.09% | 00.0% | Unchanged |
| Cerity Partners LLC | 105,828 | $1.31M | 0.00% | −7,317−6.5% | Reduced |
| XTX Topco Ltd | 104,532 | $1.30M | 0.02% | +28,552+37.6% | Added |
| Wells Fargo & Company | 103,952 | $1.29M | 0.00% | −9,499−8.4% | Reduced |
| Alpine Global Management, LLC | 101,384 | $1.26M | 0.19% | +101,384 | New |
| Curated Wealth Partners LLC | 100,000 | $1.24M | 0.16% | 00.0% | Unchanged |
| Neuberger Berman Group LLC | 96,633 | $1.20M | 0.00% | −32,234−25.0% | Reduced |
| Advisor Group Holdings, Inc. | 95,199 | $1.18M | 0.00% | +43,795+85.2% | Added |
| Ares Management LLC | 94,654 | $1.17M | 0.08% | +26,059+38.0% | Added |
| Heritage Trust Co | 91,325 | $1.13M | 0.11% | 00.0% | Unchanged |
| Confluence Investment Management LLC | 86,684 | $1.07M | 0.02% | −5,430−5.9% | Reduced |
| Ameriprise Financial Inc | 86,673 | $1.07M | 0.00% | −13,961−13.9% | Reduced |
| Cerberus Capital Management, L.P. | 85,000 | $1.05M | 0.04% | +85,000 | New |
| Raymond James Financial Inc | 78,105 | $968.5K | 0.00% | +6,466+9.0% | Added |
| Campbell & CO Investment Adviser LLC | 76,385 | $947.2K | 0.05% | −16,872−18.1% | Reduced |
| Closed-End Fund Advisors, Inc. | 76,102 | $943.7K | 0.96% | −346,708−82.0% | Reduced |
| Royal Bank of Canada | 75,629 | $938.0K | 0.00% | −69,678−48.0% | Reduced |
| United Advisor Group, LLC | 73,793 | $915.0K | 0.11% | −315−0.4% | Reduced |
| Garner Asset Management Corp | 71,206 | $883.0K | 0.35% | −39,234−35.5% | Reduced |
| Norden Group LLC | 70,222 | $870.8K | 0.08% | −5,598−7.4% | Reduced |
| Commonwealth Equity Services, LLC | 62,010 | $768.9K | 0.00% | −36,002−36.7% | Reduced |
| Great West Life Assurance Co | 57,297 | $714.0K | 0.00% | −10,759−15.8% | Reduced |
| Dynamic Technology Lab Private Ltd | 56,253 | $697.5K | 0.11% | +56,253 | New |
| Lido Advisors, LLC | 54,238 | $672.6K | 0.00% | +2,813+5.5% | Added |
| Independent Financial Group, LLC | 52,750 | $654.1K | 0.01% | −2,500−4.5% | Reduced |
| Balyasny Asset Management LLC | 51,375 | $637.0K | 0.00% | +51,375 | New |
| Cambridge Investment Research Advisors, Inc. | 50,416 | $625.0K | 0.00% | −200−0.4% | Reduced |
| Invesco Ltd. | 48,367 | $599.8K | 0.00% | +3,373+7.5% | Added |
| Spartan Wealth Advisory Services LLC | 48,227 | $598.0K | 0.05% | +48,227 | New |
| Janney Montgomery Scott LLC | 47,536 | $589.0K | 0.00% | +30,948+186.6% | Added |
| Allworth Financial LP | 44,237 | $548.5K | 0.00% | −11,003−19.9% | Reduced |
| Virtus Investment Advisers, Inc. | 42,488 | $526.9K | 0.15% | −5,149−10.8% | Reduced |
| Ethos Financial Group, LLC | 36,850 | $512.6K | 0.04% | 00.0% | Unchanged |
| Diversify Wealth Management, LLC | 37,978 | $507.0K | 0.01% | +37,978 | New |
| Beaumont Financial Advisors, LLC | 39,379 | $488.3K | 0.03% | −10,209−20.6% | Reduced |
| Fifth Third Bancorp | 34,755 | $431.0K | 0.00% | +34,755 | New |
| Farther Finance Advisors, LLC | 34,580 | $425.3K | 0.00% | +4,330+14.3% | Added |
| Wiley Bros.-Aintree Capital, LLC | 33,977 | $421.3K | 0.00% | +2,367+7.5% | Added |
| CFO4Life Group, LLC | 33,895 | $420.3K | 0.06% | +1,120+3.4% | Added |
| Foster Victor Wealth Advisors, LLC | 32,278 | $419.9K | 0.02% | +3,000+10.2% | Added |
| Citadel Advisors LLC | 27,533 | $341.4K | 0.00% | +27,533 | New |
| Transcend Wealth Collective, LLC | 26,813 | $332.5K | 0.03% | −4,045−13.1% | Reduced |
| U.S. Capital Wealth Advisors, LLC | 26,715 | $331.3K | 0.01% | +10,000+59.8% | Added |
| SeaCrest Wealth Management, LLC | 24,650 | $305.7K | 0.03% | −3,750−13.2% | Reduced |
| M.E. Allison & Co., Inc. | 24,527 | $304.1K | 0.20% | +97+0.4% | Added |
| Onyx Bridge Wealth Group LLC | 24,432 | $303.0K | 0.03% | −489−2.0% | Reduced |
| Denali Advisors LLC | 24,061 | $298.4K | 0.03% | −1,468−5.8% | Reduced |
| Advisor OS, LLC | 23,058 | $285.9K | 0.02% | +762+3.4% | Added |
| Entropy Technologies, LP | 21,479 | $266.3K | 0.01% | +21,479 | New |
| International Assets Investment Management, LLC | 20,814 | $256.0K | 0.02% | −8,150−28.1% | Reduced |
| Meridian Investment Counsel Inc. | 19,566 | $242.6K | 0.06% | +750+4.0% | Added |
| Eagle Global Advisors LLC | 18,710 | $232.0K | 0.01% | −1,200−6.0% | Reduced |
| Millennium Management LLC | 18,115 | $224.6K | 0.00% | −402,482−95.7% | Reduced |
| nVerses Capital, LLC | 17,290 | $214.4K | 0.19% | +17,290 | New |
| Formidable Asset Management, LLC | 15,247 | $212.1K | 0.03% | −6,500−29.9% | Reduced |
| Cottage Street Advisors LLC | 17,000 | $210.8K | 0.09% | −22,500−57.0% | Reduced |
| Creative Planning | 16,794 | $208.2K | 0.00% | +5,084+43.4% | Added |
| BTG Pactual Asset Management US LLC | 16,355 | $202.8K | 0.02% | +6,234+61.6% | Added |
| Advisory Services Network, LLC | 15,426 | $191.3K | 0.00% | +4,099+36.2% | Added |
| Almitas Capital LLC | 15,000 | $186.0K | 0.04% | 00.0% | Unchanged |
| Strategic Financial Concepts, LLC | 14,999 | $186.0K | 0.05% | +14,999 | New |
| PDT Partners, LLC | 14,259 | $176.8K | 0.01% | +1,288+9.9% | Added |
| Northern Trust Corp | 14,252 | $176.7K | 0.00% | −28,588−66.7% | Reduced |
| Employees Retirement System of Texas | 14,064 | $174.0K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 12,974 | $160.9K | 0.00% | +12,724+5,089.6% | Added |
| Price T Rowe Associates Inc | 12,615 | $157.0K | 0.00% | −7,785−38.2% | Reduced |
| Perennial Investment Advisors, LLC | 12,500 | $155.0K | 0.01% | 00.0% | Unchanged |
| Mill Creek Capital Advisors, LLC | 12,092 | $149.9K | 0.00% | 00.0% | Unchanged |
| Seelaus Asset Management LLC | 12,050 | $149.4K | 0.11% | 00.0% | Unchanged |