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 |
|---|---|---|---|---|---|
| Mariner, LLC | 160,671 | $2.01M | 0.00% | 00.0% | Unchanged |
| BlackRock, Inc. | 195,937 | $2.45M | 0.00% | −8,973−4.4% | Reduced |
| Callodine Capital Management, LP | 200,000 | $2.50M | 0.16% | +92,651+86.3% | Added |
| Advisors Asset Management, Inc. | 221,091 | $2.77M | 0.04% | −13,026−5.6% | Reduced |
| CF Capital LLC | 224,000 | $2.80M | 3.36% | −109,982−32.9% | Reduced |
| HighTower Advisors, LLC | 313,570 | $3.93M | 0.00% | −60,402−16.2% | Reduced |
| GCM Grosvenor Holdings, LLC | 315,000 | $3.94M | 0.17% | +315,000 | New |
| Hennion & Walsh Asset Management, Inc. | 370,141 | $4.63M | 0.13% | +14,238+4.0% | Added |
| Cetera Investment Advisers | 445,675 | $5.58M | 0.01% | +445,675 | New |
| Caz Investments LP | 448,201 | $5.61M | 2.67% | +438,201+4,382.0% | Added |
| Columbus Macro, LLC | 451,309 | $5.65M | 0.55% | +451,309 | New |
| Envestnet Asset Management Inc | 457,491 | $5.73M | 0.00% | +457,491 | New |
| SRS Capital Advisors, Inc. | 482,581 | $6.04M | 0.04% | +252,531+109.8% | Added |
| Legal & General Group Plc | 541,547 | $6.78M | 0.00% | +41,334+8.3% | Added |
| Ares Management LLC | 588,471 | $7.37M | 0.32% | +493,817+521.7% | Added |
| Sumitomo Mitsui Trust Holdings, Inc. | 617,822 | $7.74M | 0.00% | +16,725+2.8% | Added |
| Franklin Resources Inc | 643,797 | $8.06M | 0.00% | +57,798+9.9% | Added |
| Russell Investments Group, Ltd. | 779,032 | $9.75M | 0.01% | +246,500+46.3% | Added |
| Muzinich & Co., Inc. | 846,759 | $10.6M | 3.62% | +45,502+5.7% | Added |
| Melia Wealth LLC | 872,753 | $10.9M | 6.29% | −290,335−25.0% | Reduced |
| Dimension Capital Management LLC | 1,253,662 | $15.7M | 1.84% | +29,172+2.4% | Added |
| Morgan Stanley | 1,254,889 | $15.7M | 0.00% | +108,756+9.5% | Added |
| Two Sigma Investments, LP | 1,374,383 | $17.2M | 0.01% | −140,572−9.3% | Reduced |
| Van Eck Associates Corp | 1,378,326 | $17.3M | 0.01% | +253,902+22.6% | Added |
| UBS Group AG | 1,460,135 | $18.3M | 0.00% | +55,587+4.0% | Added |
| Cresset Asset Management, LLC | 2,394,561 | $30.0M | 0.11% | +321,717+15.5% | Added |
| Bank of America Corp | 2,540,286 | $31.8M | 0.00% | −197,189−7.2% | Reduced |
| Bain Capital Credit, LP | 11,822,433 | $148.0M | 40.24% | 00.0% | Unchanged |
| Jane Street Group, LLC | 0 | $0 | 0.00% | −145,001−100.0% | Sold out |
| Lansforsakringar Fondforvaltning AB (publ) | 0 | $0 | 0.00% | −119,266−100.0% | Sold out |
| Dynamic Technology Lab Private Ltd | 0 | $0 | 0.00% | −56,253−100.0% | Sold out |
| Balyasny Asset Management LLC | 0 | $0 | 0.00% | −51,375−100.0% | Sold out |
| Citadel Advisors LLC | 0 | $0 | 0.00% | −27,533−100.0% | Sold out |
| Entropy Technologies, LP | 0 | $0 | 0.00% | −21,479−100.0% | Sold out |
| Eagle Global Advisors LLC | 0 | $0 | 0.00% | −18,710−100.0% | Sold out |
| Millennium Management LLC | 0 | $0 | 0.00% | −18,115−100.0% | Sold out |
| nVerses Capital, LLC | 0 | $0 | 0.00% | −17,290−100.0% | Sold out |
| Nicholas Hoffman & Company, LLC. | 0 | $0 | 0.00% | −12,000−100.0% | Sold out |
| Sanctuary Advisors, LLC | 0 | $0 | 0.00% | −10,130−100.0% | Sold out |
| Prairiewood Capital, LLC | 0 | $0 | 0.00% | −10,130−100.0% | Sold out |
| Warren Averett Asset Management, LLC | 0 | $0 | 0.00% | −10,000−100.0% | Sold out |
| MAI Capital Management | 0 | $0 | 0.00% | −5,181−100.0% | Sold out |
| Tower Research Capital LLC (TRC) | 0 | $0 | 0.00% | −719−100.0% | Sold out |
| WealthCollab, LLC | 0 | $0 | 0.00% | −320−100.0% | Sold out |
| Jones Financial Companies LLLP | 0 | $0 | 0.00% | −100−100.0% | Sold out |
| U.S. Capital Wealth Advisors, LLC | – | – | – | – | Not filed |
| Mill Creek Capital Advisors, LLC | – | – | – | – | Not filed |
| Anfield Capital Management, LLC | – | – | – | – | Not filed |
| CWM, LLC | – | – | – | – | Not filed |