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 2026
Institutional positions in Bain Capital Specialty Finance, Inc. as of Jun 30, 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
- 128
- 0 vs. Q1 2026
- Shares held
- 36.7M
- +2.95M (+8.7%) vs. Q1 2026
- Total value
- $459.6M
- +$40.8M (+9.7%) vs. Q1 2026
- New holders
- 17
- 46 more added
- Sold out
- 17
- 45 more reduced
4 institutions that held it in Q1 2026 haven't filed for Q2 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2026: 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 2026
Shares, value and share of portfolio for each institution holding Bain Capital Specialty Finance, Inc.; share changes are against Q1 2026.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| FMR LLC | 13 | $163 | 0.00% | +9+225.0% | Added |
| Northwestern Mutual Wealth Management Co | 18 | $225 | 0.00% | −12,956−99.9% | Reduced |
| Caitong International Asset Management Co., Ltd | 30 | $376 | 0.00% | +4+15.4% | Added |
| Dougherty Wealth Advisers LLC | 50 | $626 | 0.00% | 00.0% | Unchanged |
| Pension & Wealth Management Advisors, Inc. | 121 | $1.52K | 0.00% | +4+3.4% | Added |
| JPMorgan Chase & Co | 138 | $1.73K | 0.00% | −1,945−93.4% | Reduced |
| Simplex Trading, LLC | 292 | $3.65K | 0.00% | +287+5,740.0% | Added |
| Federation des caisses Desjardins du Quebec | 300 | $3.75K | 0.00% | +100+50.0% | Added |
| Rogco, LP | 340 | $4.26K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 500 | $6.26K | 0.00% | 00.0% | Unchanged |
| Financial Network Wealth Advisors LLC | 556 | $6.96K | 0.01% | 00.0% | Unchanged |
| Burk Holdings LLC | 1,740 | $21.8K | 0.01% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 2,341 | $29.3K | 0.00% | −1,148−32.9% | Reduced |
| Global Retirement Partners, LLC | 2,500 | $31.3K | 0.00% | +2,500 | New |
| UBS Asset Management Americas Inc | 3,000 | $37.6K | 0.00% | 00.0% | Unchanged |
| Register Financial Advisors LLC | 3,175 | $39.8K | 0.01% | −1,800−36.2% | Reduced |
| BNP Paribas Arbitrage, SA | 3,463 | $43.4K | 0.00% | +860+33.0% | Added |
| Security National Bank | 4,353 | $54.5K | 0.01% | 00.0% | Unchanged |
| Triumph Capital Management | 8,057 | $100.9K | 0.02% | −265−3.2% | Reduced |
| Bokf, NA | 9,750 | $122.1K | 0.00% | 00.0% | Unchanged |
| CI Private Wealth, LLC | 10,056 | $125.9K | 0.00% | +10,056 | New |
| First Heartland Consultants, Inc. | 10,128 | $126.8K | 0.01% | +10,128 | New |
| MML Investors Services, LLC | 10,265 | $128.5K | 0.00% | +42+0.4% | Added |
| National Asset Management, Inc. | 10,829 | $135.4K | 0.01% | 00.0% | Unchanged |
| Cordoba Advisory Partners LLC | 10,878 | $136.2K | 0.03% | 00.0% | Unchanged |
| Seelaus Asset Management LLC | 11,300 | $141.5K | 0.10% | −750−6.2% | Reduced |
| Aquatic Capital Management LLC | 11,355 | $142.2K | 0.00% | +11,355 | New |
| Price T Rowe Associates Inc | 11,948 | $150.0K | 0.00% | −667−5.3% | Reduced |
| Nomura Holdings Inc | 12,000 | $150.2K | 0.00% | +12,000 | New |
| Perennial Investment Advisors, LLC | 12,500 | $156.5K | 0.01% | 00.0% | Unchanged |
| Creative Planning | 12,794 | $160.2K | 0.00% | −4,000−23.8% | Reduced |
| Northern Trust Corp | 12,814 | $160.4K | 0.00% | −1,438−10.1% | Reduced |
| VARCOV Co. | 13,165 | $164.8K | 0.06% | +13,165 | New |
| BTG Pactual Asset Management US LLC | 13,520 | $169.3K | 0.01% | −2,835−17.3% | Reduced |
| Employees Retirement System of Texas | 14,064 | $176.0K | 0.00% | 00.0% | Unchanged |
| Formidable Asset Management, LLC | 14,247 | $176.7K | 0.03% | −1,000−6.6% | Reduced |
| Almitas Capital LLC | 15,000 | $187.8K | 0.04% | 00.0% | Unchanged |
| Strategic Financial Concepts, LLC | 15,367 | $192.4K | 0.06% | +368+2.5% | Added |
| Advisory Services Network, LLC | 15,438 | $193.3K | 0.00% | +12+0.1% | Added |
| Cottage Street Advisors LLC | 17,000 | $212.8K | 0.08% | 00.0% | Unchanged |
| SeaCrest Wealth Management, LLC | 17,125 | $214.4K | 0.02% | −7,525−30.5% | Reduced |
| Meridian Investment Counsel Inc. | 17,476 | $218.8K | 0.05% | −2,090−10.7% | Reduced |
| Brevan Howard Capital Management LP | 20,501 | $256.7K | 0.00% | +20,501 | New |
| Denali Advisors LLC | 22,028 | $275.8K | 0.03% | −2,033−8.4% | Reduced |
| Crestwood Advisors Group LLC | 23,825 | $298.3K | 0.00% | +23,825 | New |
| Advisor OS, LLC | 23,835 | $298.4K | 0.02% | +777+3.4% | Added |
| Onyx Bridge Wealth Group LLC | 24,441 | $306.0K | 0.03% | +90.0% | Added |
| M.E. Allison & Co., Inc. | 24,603 | $308.0K | 0.18% | +76+0.3% | Added |
| Allworth Financial LP | 25,267 | $316.3K | 0.00% | −18,970−42.9% | Reduced |
| PDT Partners, LLC | 26,013 | $325.7K | 0.02% | +11,754+82.4% | Added |
| Transcend Wealth Collective, LLC | 26,813 | $335.7K | 0.02% | 00.0% | Unchanged |
| International Assets Investment Management, LLC | 27,964 | $352.4K | 0.02% | +7,150+34.4% | Added |
| CFO4Life Group, LLC | 28,226 | $353.4K | 0.05% | −5,669−16.7% | Reduced |
| BI Asset Management Fondsmaeglerselskab A/S | 28,938 | $362.0K | 0.00% | −132,106−82.0% | Reduced |
| Wiley Bros.-Aintree Capital, LLC | 30,936 | $387.3K | 0.00% | −3,041−9.0% | Reduced |
| Beaumont Financial Advisors, LLC | 31,039 | $388.6K | 0.02% | −8,340−21.2% | Reduced |
| Fifth Third Bancorp | 31,941 | $399.9K | 0.00% | −2,814−8.1% | Reduced |
| Foster Victor Wealth Advisors, LLC | 31,278 | $400.0K | 0.02% | −1,000−3.1% | Reduced |
| Virtus Investment Advisers, Inc. | 32,810 | $410.8K | 0.10% | −9,678−22.8% | Reduced |
| Independent Financial Group, LLC | 35,386 | $443.0K | 0.01% | −17,364−32.9% | Reduced |
| Farther Finance Advisors, LLC | 37,380 | $467.7K | 0.00% | +2,800+8.1% | Added |
| Diversify Wealth Management, LLC | 42,002 | $528.0K | 0.01% | +4,024+10.6% | Added |
| Diversify Advisory Services, LLC | 42,002 | $528.0K | 0.01% | +42,002 | New |
| Ethos Financial Group, LLC | 43,519 | $544.9K | 0.04% | +6,669+18.1% | Added |
| Spartan Wealth Advisory Services LLC | 44,250 | $554.0K | 0.05% | −3,977−8.2% | Reduced |
| Goldman Sachs Group Inc | 48,351 | $605.4K | 0.00% | +48,351 | New |
| Janney Montgomery Scott LLC | 48,772 | $611.0K | 0.00% | +1,236+2.6% | Added |
| Invesco Ltd. | 49,721 | $622.5K | 0.00% | +1,354+2.8% | Added |
| Cambridge Investment Research Advisors, Inc. | 50,016 | $626.0K | 0.00% | −400−0.8% | Reduced |
| Lido Advisors, LLC | 54,333 | $680.2K | 0.00% | +95+0.2% | Added |
| Commonwealth Equity Services, LLC | 56,927 | $712.7K | 0.00% | −5,083−8.2% | Reduced |
| Susquehanna International Group, LLP | 57,493 | $719.8K | 0.00% | +57,493 | New |
| Great West Life Assurance Co | 64,371 | $803.0K | 0.00% | +7,074+12.3% | Added |
| Blair William & Co | 64,468 | $807.1K | 0.00% | +64,468 | New |
| Alpine Global Management, LLC | 65,369 | $818.4K | 0.13% | −36,015−35.5% | Reduced |
| Garner Asset Management Corp | 65,434 | $819.2K | 0.27% | −5,772−8.1% | Reduced |
| Royal Bank of Canada | 66,701 | $836.0K | 0.00% | −8,928−11.8% | Reduced |
| Closed-End Fund Advisors, Inc. | 74,186 | $928.8K | 0.91% | −1,916−2.5% | Reduced |
| United Advisor Group, LLC | 74,946 | $938.3K | 0.10% | +1,153+1.6% | Added |
| Raymond James Financial Inc | 75,595 | $946.5K | 0.00% | −2,510−3.2% | Reduced |
| Advisor Group Holdings, Inc. | 81,536 | $1.02M | 0.00% | −13,663−14.4% | Reduced |
| Campbell & CO Investment Adviser LLC | 82,139 | $1.03M | 0.05% | +5,754+7.5% | Added |
| Cerberus Capital Management, L.P. | 85,000 | $1.06M | 0.05% | 00.0% | Unchanged |
| Ameriprise Financial Inc | 85,214 | $1.07M | 0.00% | −1,459−1.7% | Reduced |
| Confluence Investment Management LLC | 87,630 | $1.10M | 0.02% | +946+1.1% | Added |
| Neuberger Berman Group LLC | 88,351 | $1.11M | 0.00% | −8,282−8.6% | Reduced |
| Heritage Trust Co | 91,325 | $1.14M | 0.10% | 00.0% | Unchanged |
| Trexquant Investment LP | 92,973 | $1.16M | 0.01% | −46,021−33.1% | Reduced |
| Privium Fund Management (UK) Ltd | 95,551 | $1.19M | 0.50% | +95,551 | New |
| Norden Group LLC | 97,227 | $1.22M | 0.10% | +27,005+38.5% | Added |
| Curated Wealth Partners LLC | 100,000 | $1.25M | 0.15% | 00.0% | Unchanged |
| Wells Fargo & Company | 105,368 | $1.32M | 0.00% | +1,416+1.4% | Added |
| Cerity Partners LLC | 109,301 | $1.37M | 0.00% | +3,473+3.3% | Added |
| Rockefeller Capital Management L.P. | 110,578 | $1.38M | 0.00% | −25,215−18.6% | Reduced |
| Hager Investment Management Services, LLC | 114,900 | $1.44M | 0.66% | −12,530−9.8% | Reduced |
| Kestra Advisory Services, LLC | 120,706 | $1.51M | 0.00% | +7,091+6.2% | Added |
| LPL Financial LLC | 125,070 | $1.57M | 0.00% | +9,255+8.0% | Added |
| Pathstone Holdings, LLC | 127,062 | $1.59M | 0.00% | +12,092+10.5% | Added |
| XTX Topco Ltd | 152,032 | $1.90M | 0.02% | +47,500+45.4% | Added |
| Texas Yale Capital Corp. | 154,197 | $1.93M | 0.04% | −9,355−5.7% | Reduced |