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BCSF · Bain Capital Specialty Finance, Inc. · Holdings

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$10.83 -0.07 (-0.64%)
Rebalance outlook locked
Market Cap
$728.47M
Shares
64.87M
Volume · Oct 6 325.9K Avg daily vol (3M) 423.77K

Institutional ownership from SEC Form 13F filings. Investment managers with more than $100 million in U.S. equities must disclose their positions every quarter, within 45 days of quarter-end, so the holdings shown can lag the market by up to a quarter.

Use institutional holdings through the 13F API or MCP →
Some SEC filings for this period have not finished importing. Holder totals and changes may be incomplete; these filings remain queued for recovery.
The Sep 30, 2026 filing window is still open — showing the latest known positions. Funds that have not filed yet carry their prior-quarter positions; a fund that filed without this stock counts as sold out. Each fund's Change is measured against its own previous reported quarter, shown in the Reported column. Pick a completed quarter in the Quarter selector below to put every fund on one quarter and see the stock-wide activity breakdown.
Holders: 130
Total Value: $461,649,083
Total Shares: 36,883,592
Showing 1–100 of 133 holdings by value · page 1 of 2

Institutional Ownership Trend

27 quarters

Holder Concentration

Across 130 13F filers
Top Holder
32.1%
Sep 2023 → Jun 2026 · range 32.1% – 40.1%
of institutional value
Top 5
53.1%
Sep 2023 → Jun 2026 · range 53.1% – 68.3%
of institutional value
Top 10
68.3%
Sep 2023 → Jun 2026 · range 68.3% – 79.7%
of institutional value
HHI
1,224
Sep 2023 → Jun 2026 · range 1,224 – 1,902
Broadly held
Showing 100 of 133
All Common Calls Puts
Export CSV
Holder Value (USD) % of 13F Shares Open
Bain Capital Credit, LP $148,016,861 32.06% 11,822,433
BANK OF AMERICA CORP /DE/ $31,804,380 6.89% 2,540,286
Cresset Asset Management, LLC $29,979,903 6.49% 2,394,561
UBS Group AG $18,280,889 3.96% 1,460,135
VAN ECK ASSOCIATES CORP $17,256,640 3.74% 1,378,326
TWO SIGMA INVESTMENTS, LP $17,207,275 3.73% 1,374,383
MORGAN STANLEY $15,711,209 3.40% 1,254,889
DIMENSION CAPITAL MANAGEMENT LLC $15,695,848 3.40% 1,253,662
Melia Wealth LLC $10,926,867 2.37% 872,753
Muzinich & Co., Inc. $10,601,422 2.30% 846,759
Russell Investments Group, Ltd. $9,753,480 2.11% 779,032
FRANKLIN RESOURCES INC $8,060,338 1.75% 643,797
Sumitomo Mitsui Trust Group, Inc. $7,735,131 1.68% 617,822
ARES MANAGEMENT LLC $7,367,656 1.60% 588,471
Legal & General Group Plc $6,780,168 1.47% 541,547
Arax Advisory Partners $6,041,914 1.31% 482,581
ENVESTNET ASSET MANAGEMENT INC $5,727,787 1.24% 457,491
Columbus Macro, LLC $5,650,388 1.22% 451,309
CAZ INVESTMENTS LP $5,611,476 1.22% 448,201
Cetera Investment Advisers $5,579,851 1.21% 445,675
Hennion & Walsh Asset Management, Inc. $4,634,165 1.00% 370,141
GCM Grosvenor Holdings, LLC $3,943,800 0.85% 315,000
HighTower Advisors, LLC $3,925,896 0.85% 313,570
North Ground Capital $2,804,480 0.61% 224,000
Advisors Asset Management, Inc. $2,768,059 0.60% 221,091
Callodine Capital Management, LP $2,504,000 0.54% 200,000
BlackRock, Inc. $2,453,131 0.53% 195,937
Mariner, LLC $2,011,600 0.44% 160,671
Texas Yale Capital Corp. $1,930,546 0.42% 154,197
XTX Topco Ltd $1,903,440 0.41% 152,032
Pathstone Holdings, LLC $1,590,816 0.34% 127,062
LPL Financial LLC $1,565,876 0.34% 125,070
Kestra Advisory Services, LLC $1,511,239 0.33% 120,706
HAGER INVESTMENT MANAGEMENT SERVICES, LLC $1,438,548 0.31% 114,900
Rockefeller Capital Management L.P. $1,384,436 0.30% 110,578
Cerity Partners LLC $1,368,448 0.30% 109,301
WELLS FARGO & COMPANY/MN $1,319,206 0.29% 105,368
Curated Wealth Partners LLC $1,252,000 0.27% 100,000
NORDEN GROUP LLC $1,217,282 0.26% 97,227
Privium Fund Management (UK) Ltd $1,196,298 0.26% 95,551
Trexquant Investment LP $1,164,021 0.25% 92,973
Heritage Trust Co $1,143,389 0.25% 91,325
NEUBERGER BERMAN GROUP LLC $1,106,154 0.24% 88,351
AMERIPRISE FINANCIAL INC $1,066,878 0.23% 85,214
Cerberus Capital Management, L.P. $1,064,200 0.23% 85,000
Campbell & CO Investment Adviser LLC $1,028,380 0.22% 82,139
OSAIC HOLDINGS, INC. $1,020,830 0.22% 81,536
CONFLUENCE INVESTMENT MANAGEMENT LLC $995,288 0.22% 90,153
RAYMOND JAMES FINANCIAL INC $946,448 0.21% 75,595
United Advisor Group, LLC $938,323 0.20% 74,946
Closed-End Fund Advisors, Inc. $928,808 0.20% 74,186
SUSQUEHANNA INTERNATIONAL GROUP, LLP $922,724 0.20% 73,700
ROYAL BANK OF CANADA $835,095 0.18% 66,701
Garner Asset Management Corp $819,233 0.18% 65,434
Alpine Global Management, LLC $818,419 0.18% 65,369
BLAIR WILLIAM & CO/IL $807,139 0.17% 64,468
CANADA LIFE ASSURANCE Co $805,924 0.17% 64,371
SUSQUEHANNA INTERNATIONAL GROUP, LLP $719,812 0.16% 57,493
COMMONWEALTH EQUITY SERVICES, LLC $712,726 0.15% 56,927
Lido Advisors, LLC $680,249 0.15% 54,333
Cambridge Investment Research Advisors, Inc. $626,200 0.14% 50,016
Invesco Ltd. $622,506 0.13% 49,721
Janney Montgomery Scott LLC $610,625 0.13% 48,772
GOLDMAN SACHS GROUP INC $605,354 0.13% 48,351
Spartan Wealth Advisory Services LLC $554,010 0.12% 44,250
Ethos Financial Group, LLC $544,857 0.12% 43,519
DIVERSIFY WEALTH MANAGEMENT, LLC $525,865 0.11% 42,002
Diversify Advisory Services, LLC $525,865 0.11% 42,002
Farther Finance Advisors, LLC $467,997 0.10% 37,380
INDEPENDENT FINANCIAL GROUP, LLC $443,032 0.10% 35,386
Virtus Investment Advisers, LLC $410,781 0.09% 32,810
FIFTH THIRD BANCORP $399,901 0.09% 31,941
Foster Victor Wealth Advisors, LLC $391,600 0.08% 31,278
Beaumont Financial Advisors, LLC $388,608 0.08% 31,039
&PARTNERS $387,318 0.08% 30,936
BI Asset Management Fondsmaeglerselskab A/S $362,303 0.08% 28,938
CFO4Life Group, LLC $353,389 0.08% 28,226
CITADEL ADVISORS LLC $353,064 0.08% 28,200
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC $350,109 0.08% 27,964
TRANSCEND CAPITAL ADVISORS, LLC $335,698 0.07% 26,813
PDT Partners, LLC $325,682 0.07% 26,013
Allworth Financial LP $316,342 0.07% 25,267
M.E. ALLISON & CO., INC. $308,029 0.07% 24,603
Onyx Bridge Wealth Group LLC $306,001 0.07% 24,441
Advisor OS, LLC $298,414 0.06% 23,835
Crestwood Advisors Group, LLC $298,289 0.06% 23,825
CITADEL ADVISORS LLC $296,724 0.06% 23,700
SUSQUEHANNA INTERNATIONAL GROUP, LLP $295,472 0.06% 23,600
DENALI ADVISORS LLC $275,790 0.06% 22,028
Brevan Howard Capital Management LP $256,672 0.06% 20,501
JANE STREET GROUP, LLC $244,140 0.05% 19,500
MERIDIAN INVESTMENT COUNSEL INC. $218,799 0.05% 17,476
SeaCrest Wealth Management, LLC $214,405 0.05% 17,125
Cottage Street Advisors LLC $212,840 0.05% 17,000
Advisory Services Network, LLC $193,283 0.04% 15,438
Strategic Financial Concepts, LLC $192,394 0.04% 15,367
Almitas Capital LLC $187,800 0.04% 15,000
Formidable Asset Management, LLC $178,372 0.04% 14,247
Employees Retirement System of Texas $176,081 0.04% 14,064
BTG Pactual Asset Management US LLC $169,270 0.04% 13,520
Key facts CIK 1655050 CUSIP 05684B107 13F (30d) 2 filings 2 filers Visit website Investor relations