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Bain Capital Specialty Finance (BCSF) Institutional Ownership

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$12.53 -0.13 (-1.03%)
Closing price 08/14/2026 03:59 PM Eastern
Extended Trading
$12.56 +0.03 (+0.20%)
As of 08/14/2026 07:34 PM Eastern
Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Massive. Learn more.

Institutional Ownership Changes (13F Filings) for Bain Capital Specialty Finance (NYSE:BCSF)

Number of
Institutional Buyers
(last 12 months)
77
Total
Institutional Inflows
(last 12 months)
$72.97M
Number of
Institutional Sellers
(last 12 months)
44
Total
Institutional Outflows
(last 12 months)
$23.83M
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Skip Chart & View Institutional Buying and Selling Data

BCSF Institutional Buying and Selling by Quarter

Bain Capital Specialty Finance Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
7/9/2026 Hennion & Walsh Asset Management Inc.370,141$4.63M0.1%+4.0%0.571%
7/8/2026 First Heartland Consultants Inc.10,128$127K0.0%N/A0.016%
7/1/2026 Confluence Investment Management LLC87,630$1.10M0.0%+1.1%0.135%
5/19/2026Bank of America Corp DE2,737,475$33.95M0.0%-14.5%4.220%
5/18/2026Royal Bank of Canada75,629$938K0.0%-48.0%0.117%
5/15/2026 Entropy Technologies LP21,479$266K0.0%N/A0.033%
5/14/2026 Lido Advisors LLC54,238$673K0.0%+5.5%0.084%
5/7/2026 Spartan Wealth Advisory Services LLC48,227$598K0.1%N/A0.074%
5/6/2026 Independent Financial Group LLC33,500$415K0.0%N/A0.052%
5/5/2026 Beaumont Financial Advisors LLC39,379$488K0.0%-20.6%0.061%
5/5/2026 Sanctuary Advisors LLC10,130$126K0.0%N/A0.016%
5/2/2026 International Assets Investment Management LLC20,814$256K0.0%-28.1%0.032%
5/2/2026 Diversify Wealth Management LLC37,978$507K0.0%N/A0.059%
5/1/2026 Fifth Third Bancorp34,755$431K0.0%N/A0.054%
4/30/2026 Kestra Advisory Services LLC113,615$1.41M0.0%-4.4%0.175%
4/29/2026 Nicholas Hoffman & Company LLC.12,000$149K0.0%N/A0.018%
4/28/2026 Meridian Investment Counsel Inc.19,566$243K0.1%+4.0%0.030%
4/23/2026 Lansforsakringar Fondforvaltning AB publ119,266$1.48M0.0%+15.9%0.184%
4/23/2026 Formidable Asset Management LLC15,247$189K0.0%-29.9%0.024%
4/22/2026 Janney Montgomery Scott LLC47,536$589K0.0%+186.6%0.073%
4/21/2026 Cottage Street Advisors LLC17,000$211K0.1%-57.0%0.026%
4/16/2026 Prairiewood Capital LLC10,130$126K0.0%N/A0.016%
4/16/2026 BI Asset Management Fondsmaeglerselskab A S161,044$2.00M0.0%+3.0%0.248%
3/17/2026 Rockefeller Capital Management L.P.508,011$7.07M0.0%-3.1%0.783%
3/9/2026 Corient Private Wealth LLC18,172$253K0.0%+21.3%0.028%
2/26/2026Alpine Global Management LLC307,641$4.28M0.7%+232.2%0.474%
2/23/2026 Virtu Financial LLC12,839$179K0.0%N/A0.020%
2/19/2026Invesco Ltd.44,994$626K0.0%-54.0%0.069%
2/19/2026 Corient Private Wealth LLC18,172$253K0.0%+21.3%0.028%
2/18/2026XTX Topco Ltd75,980$1.06M0.0%+226.4%0.117%
2/18/2026VARCOV Co.21,500$299K0.1%N/A0.033%
2/18/2026 Virtus Investment Advisers LLC47,637$663K0.2%-14.7%0.073%
2/18/2026 Quadrature Capital Ltd30,654$426K0.0%+78.3%0.047%
2/18/2026Millennium Management LLC420,597$5.85M0.0%-17.7%0.648%
2/17/2026Schonfeld Strategic Advisors LLC10,823$151K0.0%N/A0.017%
2/17/2026Almitas Capital LLC15,000$209K0.0%N/A0.023%
2/17/2026 Cetera Investment Advisers12,092$168K0.0%N/A0.019%
2/17/2026 Kovack Advisors Inc.21,653$301K0.0%N/A0.033%
2/17/2026Trexquant Investment LP102,897$1.43M0.0%+13.7%0.159%
2/17/2026BTG Pactual Asset Management US LLC10,121$152K0.0%N/A0.016%
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2/17/2026Osaic Holdings Inc.51,404$715K0.0%+17.4%0.079%
2/17/2026 Advisory Services Network LLC11,327$158K0.0%-14.2%0.017%
2/17/2026 Russell Investments Group Ltd.179,224$2.49M0.0%N/A0.276%
2/17/2026&PARTNERS31,610$440K0.0%-2.8%0.049%
2/16/2026 Mariner LLC164,581$2.29M0.0%-3.0%0.254%
2/16/2026Motiv8 Investments LLC2,716$38K0.0%N/A0.004%
2/13/2026 Kestra Advisory Services LLC118,810$1.65M0.0%-1.3%0.183%
2/13/2026 CANADA LIFE ASSURANCE Co68,056$948K0.0%+4.7%0.105%
2/13/2026Callodine Capital Management LP107,349$1.49M0.1%N/A0.165%
2/13/2026 State Street Corp78,772$1.11M0.0%+23.9%0.121%
2/13/2026Van ECK Associates Corp1,373,363$19.10M0.0%+5.1%2.117%
2/13/2026 UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC3,000$42K0.0%N/A0.005%
2/13/2026Wells Fargo & Company MN113,451$1.58M0.0%+8.9%0.175%
2/12/2026Advisors Asset Management Inc.224,357$3.12M0.1%-11.7%0.346%
2/12/2026 North Ground Capital626,514$8.72M4.3%+258.0%0.966%
2/12/2026 Triumph Capital Management52,873$735K0.2%-15.8%0.082%
2/12/2026 Commonwealth Equity Services LLC98,012$1.36M0.0%-1.4%0.151%
2/12/2026 Lansforsakringar Fondforvaltning AB publ 102,876$1.43M0.0%N/A0.159%
2/12/2026 Campbell & CO Investment Adviser LLC93,257$1.30M0.1%+93.9%0.144%
2/12/2026 Kovack Advisors Inc.21,653$301K0.0%N/A0.033%
2/11/2026 Janney Montgomery Scott LLC16,588$231K0.0%-80.1%0.026%
2/11/2026 Fox Run Management L.L.C.20,481$285K0.0%N/A0.032%
2/11/2026Cerity Partners LLC113,145$1.57M0.0%N/A0.174%
2/11/2026 LPL Financial LLC104,820$1.46M0.0%+205.4%0.162%
2/11/2026 Franklin Resources Inc.505,937$7.04M0.0%+5.5%0.780%
2/11/2026 Closed End Fund Advisors Inc.422,810$5.88M3.5%N/A0.652%
2/11/2026 BI Asset Management Fondsmaeglerselskab A S156,337$2.18M0.0%+255.5%0.241%
2/10/2026 Texas Yale Capital Corp.159,472$2.22M0.1%+5.1%0.246%
2/9/2026Melia Wealth LLC1,134,211$15.78M7.3%+1.0%1.748%
2/9/2026Legal & General Group Plc461,850$6.43M0.0%+18.0%0.712%
2/6/2026 CFO4Life Group LLC32,775$456K0.1%+3.0%0.051%
2/6/2026 HighTower Advisors LLC68,818$957K0.0%-1.5%0.106%
2/5/2026 Allworth Financial LP55,240$768K0.0%-26.6%0.085%
2/4/2026 Seelaus Asset Management LLC12,050$168K0.1%-9.4%0.019%
2/3/2026 Denali Advisors LLC25,529$355K0.0%-14.8%0.039%
2/3/2026 International Assets Investment Management LLC28,964$403K0.0%-9.0%0.045%
2/3/2026 Garner Asset Management Corp110,440$1.54M0.6%-12.2%0.170%
1/29/2026Comerica Bank37,104$516K0.0%+20.6%0.057%
1/29/2026 UBS Group AG1,607,210$22.36M0.0%+7.7%2.478%
1/26/2026 Cottage Street Advisors LLC39,500$549K0.2%-4.8%0.061%
1/26/2026 Foster Victor Wealth Advisors LLC29,278$403K0.0%+33.1%0.045%
1/23/2026 Farther Finance Advisors LLC30,250$421K0.0%+33.1%0.047%
1/23/2026U.S. Capital Wealth Advisors LLC16,715$233K0.0%+19.4%0.026%
1/23/2026 Sumitomo Mitsui Trust Group Inc.601,097$8.36M0.0%+10.3%0.927%
1/23/2026 Diversify Advisory Services LLC36,589$503K0.0%-3.9%0.056%
1/22/2026 Hager Investment Management Services LLC174,215$2.42M1.3%+2.8%0.269%
1/21/2026 Muzinich & Co. Inc.784,147$10.91M3.4%+21.1%1.209%
1/20/2026 Ethos Financial Group LLC36,850$513K0.0%-14.7%0.057%
1/20/2026 Meridian Investment Counsel Inc.18,816$262K0.1%+7.7%0.029%
1/16/2026 Beaumont Financial Advisors LLC49,588$690K0.0%-19.8%0.076%
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1/16/2026 Formidable Asset Management LLC21,747$310K0.0%-23.6%0.034%
1/14/2026 Hennion & Walsh Asset Management Inc.402,463$5.60M0.2%-3.1%0.620%
1/13/2026 Norden Group LLC75,820$1.06M0.1%+145.0%0.117%
1/12/2026 Curated Wealth Partners LLC100,000$1.39M0.2%N/A0.154%
1/5/2026 Confluence Investment Management LLC92,114$1.28M0.0%-5.7%0.142%
1/1/2026 JPMorgan Chase & Co.65,389$932K0.0%-62.1%0.101%
12/2/2025 Allworth Financial LP75,274$1.07M0.0%-53.8%0.116%
11/21/2025Alpine Global Management LLC92,610$1.32M0.2%N/A0.143%
11/17/2025 CANADA LIFE ASSURANCE Co65,032$922K0.0%+26.9%0.100%
11/17/2025 Triumph Capital Management62,778$895K0.2%+16.0%0.097%


BCSF Institutional Ownership - Frequently Asked Questions

During the previous two years, 151 institutional investors and hedge funds held shares of Bain Capital Specialty Finance. The most heavily invested institutionals were Bain Capital Credit LP ($196.25M), Bank of America Corp DE ($33.95M), UBS Group AG ($22.36M), Cresset Asset Management LLC ($20.70M), Van ECK Associates Corp ($19.10M), Melia Wealth LLC ($15.78M), and Muzinich & Co. Inc. ($10.91M).Learn more on Bain Capital Specialty Finance's institutional investors.

Of the 136 institutional investors that purchased Bain Capital Specialty Finance's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Cresset Asset Management LLC ($1.64M), North Ground Capital ($626.51K), Starr Indemnity & Liability Co ($598.00K), International Assets Investment Management LLC ($494.81K), Muzinich & Co. Inc. ($464.62K), Closed End Fund Advisors Inc. ($422.81K), and Lake Street Advisors Group LLC ($383.20K).

Institutional investors have bought a total of 5,211,779 shares in the last 24 months. This purchase volume represents approximately $72.97M in transactions.

Of the 44 institutional investors that sold Bain Capital Specialty Finance's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Bank of America Corp DE ($690.20K), JPMorgan Chase & Co. ($214.24K), Allworth Financial LP ($107.77K), Millennium Management LLC ($90.52K), Royal Bank of Canada ($69.68K), Janney Montgomery Scott LLC ($66.65K), and Pathstone Holdings LLC ($64.14K).

Institutional investors have sold a total of 1,754,265 shares in the last 24 months. This volume of shares sold represents approximately $23.83M in transactions.



Institutional ownership data for NYSE:BCSF is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 7/9/2026. New 13F filings are added each quarter as they're published.
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