BAIN CAPITAL SPECIALTY FINAN BCSF

US
$12.64
+0.1%
52w: $11.52 – $13.74

Latest 13F among current holders filed 1 month ago (May 18, 2026)

Price — last 12 months

research preview data
11.5212.6313.74
Jun 20, 2025 Jul 2, 2026
Institutional holders
131
-10 QoQ
13F value
$419.4M
-12.1% QoQ
Smart-money holders
7
signal tier ≥ 2
New smart buyers
2
Q1 2026
Options barometer
5.0×
$857K calls / $170K puts

Institutional value by quarter

$778.0M
Q1 2024
$515.5M
Q2 2024
$511.1M
Q3 2024
$590.5M
Q4 2024
$551.7M
Q1 2025
$494.0M
Q2 2025
$476.4M
Q3 2025
$477.3M
Q4 2025
$419.4M
Q1 2026

Number of holders

139
Q1 2024
144
Q2 2024
134
Q3 2024
137
Q4 2024
148
Q1 2025
144
Q2 2025
138
Q3 2025
141
Q4 2025
131
Q1 2026

Who owns BCSF?

Q1 2026 filings
FundTypeSharesValue% of fundChange
Bain Capital Credit, LP Other11.8M$146.6M48.4%Held
BANK OF AMERICA CORP /DE/ Bank broker2.7M$33.9M0.0%-14.5%
Cresset Asset Management, LLC Wealth advisor2.1M$25.7M0.1%+18.6%
TWO SIGMA INVESTMENTS, LP Quant stat arb1.5M$18.8M0.0%+140.5%
UBS Group AG Bank broker1.4M$17.4M0.0%-12.6%
DIMENSION CAPITAL MANAGEMENT LLC Wealth advisor1.2M$15.2M2.1%+51.0%
Melia Wealth LLC Other1.2M$14.4M7.0%+2.5%
MORGAN STANLEY Bank broker1.1M$14.2M0.0%+9.9%
VAN ECK ASSOCIATES CORP Diversified mechanical1.1M$13.9M0.0%-18.1%
Muzinich & Co., Inc. ★3Fundamental concentrated801.3K$9.9M3.5%+2.2%
Sumitomo Mitsui Trust Group, Inc. Diversified mechanical601.1K$7.5M0.0%Held
FRANKLIN RESOURCES INC Long only active586.0K$7.3M0.0%+15.8%
Russell Investments Group, Ltd. Diversified mechanical532.5K$6.6M0.0%+197.1%
Legal & General Group Plc Diversified mechanical500.2K$6.2M0.0%+8.3%
HighTower Advisors, LLC Diversified mechanical374.0K$4.6M0.0%+443.4%
Hennion & Walsh Asset Management, Inc. Other355.9K$4.4M0.1%-11.6%
North Ground Capital ★3Fundamental concentrated334.0K$4.1M5.0%-46.7%
Advisors Asset Management, Inc. Diversified mechanical234.1K$2.9M0.0%+4.4%
Arax Advisory Partners Wealth advisor230.1K$2.9M0.1%+4501.0%
BlackRock, Inc. Index provider204.9K$2.5M0.0%-44.4%
Texas Yale Capital Corp. Other163.6K$2.0M0.1%+2.6%
BI Asset Management Fondsmaeglerselskab A/S Other161.0K$2.0M0.0%+3.0%
Mariner, LLC Diversified mechanical160.7K$2.0M0.0%-2.4%
JANE STREET GROUP, LLC Market maker145.0K$1.8M0.0%+90.0%
Trexquant Investment LP Diversified mechanical139.0K$1.7M0.0%+35.1%
Rockefeller Capital Management L.P. Diversified mechanical135.8K$1.7M0.0%-73.3%
HAGER INVESTMENT MANAGEMENT SERVICES, LLC Other127.4K$1.6M0.9%-26.9%
Lansforsakringar Fondforvaltning AB (publ) Other119.3K$1.5M0.0%+15.9%
LPL Financial LLC Bank broker115.8K$1.4M0.0%+10.5%
Pathstone Holdings, LLC Diversified mechanical115.0K$1.4M0.0%0.0%
Kestra Advisory Services, LLC Wealth advisor113.6K$1.4M0.0%-4.4%
Callodine Capital Management, LP ★3Fundamental concentrated107.3K$1.3M0.1%Held
Cerity Partners LLC Diversified mechanical105.8K$1.3M0.0%-6.5%
XTX Topco Ltd Market maker104.5K$1.3M0.0%+37.6%
WELLS FARGO & COMPANY/MN Bank broker104.0K$1.3M0.0%-8.4%
Alpine Global Management, LLC Quant stat arb101.4K$1.3M0.2%New
Curated Wealth Partners LLC Other100.0K$1.2M0.2%Held
NEUBERGER BERMAN GROUP LLC Diversified mechanical96.6K$1.2M0.0%-25.0%
OSAIC HOLDINGS, INC. Wealth advisor95.2K$1.2M0.0%+85.2%
ARES MANAGEMENT LLC ★3Fundamental concentrated94.7K$1.2M0.1%+38.0%
Heritage Trust Co Other91.3K$1.1M0.1%Held
CONFLUENCE INVESTMENT MANAGEMENT LLC Other86.7K$1.1M0.0%-5.9%
AMERIPRISE FINANCIAL INC Bank broker86.7K$1.1M0.0%-13.9%
Cerberus Capital Management, L.P. ★2Fundamental diversified85.0K$1.1M0.0%New
RAYMOND JAMES FINANCIAL INC Bank broker78.1K$969K0.0%+9.0%
Campbell & CO Investment Adviser LLC Diversified mechanical76.4K$947K0.1%-18.1%
Closed-End Fund Advisors, Inc. Other76.1K$944K1.0%-82.0%
ROYAL BANK OF CANADA Bank broker75.6K$938K0.0%-48.0%
United Advisor Group, LLC Wealth advisor73.8K$915K0.1%-0.4%
Garner Asset Management Corp Other71.2K$883K0.3%-35.5%

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