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 |
|---|---|---|---|---|---|
| FMR LLC | 4 | $50 | 0.00% | −170−97.7% | Reduced |
| Simplex Trading, LLC | 5 | $62 | 0.00% | +5 | New |
| Caitong International Asset Management Co., Ltd | 26 | $322 | 0.00% | +26 | New |
| Dougherty Wealth Advisers LLC | 50 | $620 | 0.00% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 100 | $1.20K | 0.00% | −400−80.0% | Reduced |
| Pension & Wealth Management Advisors, Inc. | 117 | $1.45K | 0.00% | +4+3.5% | Added |
| Federation des caisses Desjardins du Quebec | 200 | $2.48K | 0.00% | 00.0% | Unchanged |
| WealthCollab, LLC | 320 | $3.97K | 0.00% | +320 | New |
| Rogco, LP | 340 | $4.22K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 383 | $4.75K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 500 | $6.20K | 0.00% | 00.0% | Unchanged |
| Financial Network Wealth Advisors LLC | 556 | $6.89K | 0.01% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 719 | $8.92K | 0.00% | −260−26.6% | Reduced |
| Burk Holdings LLC | 1,740 | $21.6K | 0.01% | +1,740 | New |
| JPMorgan Chase & Co | 2,083 | $25.5K | 0.00% | −31,767−93.8% | Reduced |
| BNP Paribas Arbitrage, SA | 2,603 | $32.3K | 0.00% | −900−25.7% | Reduced |
| UBS Asset Management Americas Inc | 3,000 | $37.2K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 3,489 | $43.3K | 0.00% | +67+2.0% | Added |
| Security National Bank | 4,353 | $54.0K | 0.01% | 00.0% | Unchanged |
| Register Financial Advisors LLC | 4,975 | $61.7K | 0.02% | −3,653−42.3% | Reduced |
| MAI Capital Management | 5,181 | $64.2K | 0.00% | 00.0% | Unchanged |
| Anfield Capital Management, LLC | 7,995 | $99.1K | 0.03% | 00.0% | Unchanged |
| Triumph Capital Management | 8,322 | $103.2K | 0.02% | −44,551−84.3% | Reduced |
| Bokf, NA | 9,750 | $120.9K | 0.00% | 00.0% | Unchanged |
| Warren Averett Asset Management, LLC | 10,000 | $124.0K | 0.00% | 00.0% | Unchanged |
| Caz Investments LP | 10,000 | $124.0K | 0.15% | +10,000 | New |
| Sanctuary Advisors, LLC | 10,130 | $125.6K | 0.00% | +10,130 | New |
| Prairiewood Capital, LLC | 10,130 | $125.6K | 0.04% | +10,130 | New |
| MML Investors Services, LLC | 10,223 | $126.8K | 0.00% | −1,108−9.8% | Reduced |
| National Asset Management, Inc. | 10,829 | $132.5K | 0.01% | −9,145−45.8% | Reduced |
| Cordoba Advisory Partners LLC | 10,878 | $134.9K | 0.04% | +10,878 | New |
| Nicholas Hoffman & Company, LLC. | 12,000 | $148.8K | 0.00% | +12,000 | New |
| Seelaus Asset Management LLC | 12,050 | $149.4K | 0.11% | 00.0% | Unchanged |
| Mill Creek Capital Advisors, LLC | 12,092 | $149.9K | 0.00% | 00.0% | Unchanged |
| Perennial Investment Advisors, LLC | 12,500 | $155.0K | 0.01% | 00.0% | Unchanged |
| Price T Rowe Associates Inc | 12,615 | $157.0K | 0.00% | −7,785−38.2% | Reduced |
| Northwestern Mutual Wealth Management Co | 12,974 | $160.9K | 0.00% | +12,724+5,089.6% | Added |
| Employees Retirement System of Texas | 14,064 | $174.0K | 0.00% | 00.0% | Unchanged |
| Northern Trust Corp | 14,252 | $176.7K | 0.00% | −28,588−66.7% | Reduced |
| PDT Partners, LLC | 14,259 | $176.8K | 0.01% | +1,288+9.9% | Added |
| Strategic Financial Concepts, LLC | 14,999 | $186.0K | 0.05% | +14,999 | New |
| Almitas Capital LLC | 15,000 | $186.0K | 0.04% | 00.0% | Unchanged |
| Advisory Services Network, LLC | 15,426 | $191.3K | 0.00% | +4,099+36.2% | Added |
| BTG Pactual Asset Management US LLC | 16,355 | $202.8K | 0.02% | +6,234+61.6% | Added |
| Creative Planning | 16,794 | $208.2K | 0.00% | +5,084+43.4% | Added |
| Cottage Street Advisors LLC | 17,000 | $210.8K | 0.09% | −22,500−57.0% | Reduced |
| Formidable Asset Management, LLC | 15,247 | $212.1K | 0.03% | −6,500−29.9% | Reduced |
| nVerses Capital, LLC | 17,290 | $214.4K | 0.19% | +17,290 | New |
| Millennium Management LLC | 18,115 | $224.6K | 0.00% | −402,482−95.7% | Reduced |
| Eagle Global Advisors LLC | 18,710 | $232.0K | 0.01% | −1,200−6.0% | Reduced |
| Meridian Investment Counsel Inc. | 19,566 | $242.6K | 0.06% | +750+4.0% | Added |
| International Assets Investment Management, LLC | 20,814 | $256.0K | 0.02% | −8,150−28.1% | Reduced |
| Entropy Technologies, LP | 21,479 | $266.3K | 0.01% | +21,479 | New |
| Advisor OS, LLC | 23,058 | $285.9K | 0.02% | +762+3.4% | Added |
| Denali Advisors LLC | 24,061 | $298.4K | 0.03% | −1,468−5.8% | Reduced |
| Onyx Bridge Wealth Group LLC | 24,432 | $303.0K | 0.03% | −489−2.0% | Reduced |
| M.E. Allison & Co., Inc. | 24,527 | $304.1K | 0.20% | +97+0.4% | Added |
| SeaCrest Wealth Management, LLC | 24,650 | $305.7K | 0.03% | −3,750−13.2% | Reduced |
| U.S. Capital Wealth Advisors, LLC | 26,715 | $331.3K | 0.01% | +10,000+59.8% | Added |
| Transcend Wealth Collective, LLC | 26,813 | $332.5K | 0.03% | −4,045−13.1% | Reduced |
| Citadel Advisors LLC | 27,533 | $341.4K | 0.00% | +27,533 | New |
| Foster Victor Wealth Advisors, LLC | 32,278 | $419.9K | 0.02% | +3,000+10.2% | Added |
| CFO4Life Group, LLC | 33,895 | $420.3K | 0.06% | +1,120+3.4% | Added |
| Wiley Bros.-Aintree Capital, LLC | 33,977 | $421.3K | 0.00% | +2,367+7.5% | Added |
| Farther Finance Advisors, LLC | 34,580 | $425.3K | 0.00% | +4,330+14.3% | Added |
| Fifth Third Bancorp | 34,755 | $431.0K | 0.00% | +34,755 | New |
| Beaumont Financial Advisors, LLC | 39,379 | $488.3K | 0.03% | −10,209−20.6% | Reduced |
| Diversify Wealth Management, LLC | 37,978 | $507.0K | 0.01% | +37,978 | New |
| Ethos Financial Group, LLC | 36,850 | $512.6K | 0.04% | 00.0% | Unchanged |
| Virtus Investment Advisers, Inc. | 42,488 | $526.9K | 0.15% | −5,149−10.8% | Reduced |
| Allworth Financial LP | 44,237 | $548.5K | 0.00% | −11,003−19.9% | Reduced |
| Janney Montgomery Scott LLC | 47,536 | $589.0K | 0.00% | +30,948+186.6% | Added |
| Spartan Wealth Advisory Services LLC | 48,227 | $598.0K | 0.05% | +48,227 | New |
| Invesco Ltd. | 48,367 | $599.8K | 0.00% | +3,373+7.5% | Added |
| Cambridge Investment Research Advisors, Inc. | 50,416 | $625.0K | 0.00% | −200−0.4% | Reduced |
| Balyasny Asset Management LLC | 51,375 | $637.0K | 0.00% | +51,375 | New |
| Independent Financial Group, LLC | 52,750 | $654.1K | 0.01% | −2,500−4.5% | Reduced |
| Lido Advisors, LLC | 54,238 | $672.6K | 0.00% | +2,813+5.5% | Added |
| Dynamic Technology Lab Private Ltd | 56,253 | $697.5K | 0.11% | +56,253 | New |
| Great West Life Assurance Co | 57,297 | $714.0K | 0.00% | −10,759−15.8% | Reduced |
| Commonwealth Equity Services, LLC | 62,010 | $768.9K | 0.00% | −36,002−36.7% | Reduced |
| Norden Group LLC | 70,222 | $870.8K | 0.08% | −5,598−7.4% | Reduced |
| Garner Asset Management Corp | 71,206 | $883.0K | 0.35% | −39,234−35.5% | Reduced |
| United Advisor Group, LLC | 73,793 | $915.0K | 0.11% | −315−0.4% | Reduced |
| Royal Bank of Canada | 75,629 | $938.0K | 0.00% | −69,678−48.0% | Reduced |
| Closed-End Fund Advisors, Inc. | 76,102 | $943.7K | 0.96% | −346,708−82.0% | Reduced |
| Campbell & CO Investment Adviser LLC | 76,385 | $947.2K | 0.05% | −16,872−18.1% | Reduced |
| Raymond James Financial Inc | 78,105 | $968.5K | 0.00% | +6,466+9.0% | Added |
| Cerberus Capital Management, L.P. | 85,000 | $1.05M | 0.04% | +85,000 | New |
| Ameriprise Financial Inc | 86,673 | $1.07M | 0.00% | −13,961−13.9% | Reduced |
| Confluence Investment Management LLC | 86,684 | $1.07M | 0.02% | −5,430−5.9% | Reduced |
| Heritage Trust Co | 91,325 | $1.13M | 0.11% | 00.0% | Unchanged |
| Ares Management LLC | 94,654 | $1.17M | 0.08% | +26,059+38.0% | Added |
| Advisor Group Holdings, Inc. | 95,199 | $1.18M | 0.00% | +43,795+85.2% | Added |
| Neuberger Berman Group LLC | 96,633 | $1.20M | 0.00% | −32,234−25.0% | Reduced |
| Curated Wealth Partners LLC | 100,000 | $1.24M | 0.16% | 00.0% | Unchanged |
| Alpine Global Management, LLC | 101,384 | $1.26M | 0.19% | +101,384 | New |
| Wells Fargo & Company | 103,952 | $1.29M | 0.00% | −9,499−8.4% | Reduced |
| XTX Topco Ltd | 104,532 | $1.30M | 0.02% | +28,552+37.6% | Added |
| Cerity Partners LLC | 105,828 | $1.31M | 0.00% | −7,317−6.5% | Reduced |