Bain Capital Specialty Finance, Inc. (BCSF) — Institutional Holders, Q2 2026
128 institutional investment managers reported a BCSF position on SEC Form 13F-HR for the quarter ended June 30, 2026, with a combined reported value of $465.4M. Every filer is listed below, ranked by position value, 100 per page; this page shows ranks 1 to 100. Put and call option positions are excluded, and a firm filing several lots or share classes is shown once with its total.
BCSF in Q2 2026: what funds did
Funds that filed a 13F for both Q1 2026 and Q2 2026, by what they did with the common stock. Share counts are adjusted for any split between the two quarters; dollar figures are the change in shares at this quarter’s price.
Biggest buyers
- CAZ INVESTMENTSAdded · +896,402 sh+$11.2M
- ARES MANAGEMENTAdded · +493,817 sh+$6.2M
- ENVESTNET ASSET MANAGEMENTNew · +457,491 sh+$5.7M
- Columbus MacroNew · +451,309 sh+$5.7M
- Cetera Investment AdvisersNew · +445,675 sh+$5.6M
Biggest sellers
- PANORAMIC INVESTMENT ADVISORSSold out · -1,163,189 sh-$14.6M
- Melia WealthTrimmed · -290,335 sh-$3.6M
- BANK OF AMERICATrimmed · -197,189 sh-$2.5M
- JANE STREET GROUPSold out · -145,001 sh-$1.8M
- TWO SIGMA INVESTMENTSTrimmed · -140,572 sh-$1.8M
BCSF 13F holders ranked 1–100 of 128
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 1 | Bain Capital Credit#1 · 11,822,433 sh | 11,822,433 | $148.0M | 40.24% | 0.0% |
| 2 | BANK OF AMERICA#2 · 2,540,286 sh | 2,540,286 | $31.8M | <0.01% | -7.2% |
| 3 | Cresset Asset Management#3 · 2,394,561 sh | 2,394,561 | $30.0M | 0.11% | +15.5% |
| 4 | UBS Group AG#4 · 1,460,135 sh | 1,460,135 | $18.3M | <0.01% | +4.0% |
| 5 | VAN ECK ASSOCIATES#5 · 1,378,326 sh | 1,378,326 | $17.3M | 0.01% | +22.6% |
| 6 | TWO SIGMA INVESTMENTS#6 · 1,374,383 sh | 1,374,383 | $17.2M | 0.01% | -9.3% |
| 7 | MORGAN STANLEY#7 · 1,254,889 sh | 1,254,889 | $15.7M | <0.01% | +9.5% |
| 8 | DIMENSION CAPITAL MANAGEMENT#8 · 1,253,662 sh | 1,253,662 | $15.7M | 1.84% | +2.4% |
| 9 | CAZ INVESTMENTS#9 · 906,402 sh | 906,402 | $11.3M | 1.10% | +8964.0% |
| 10 | Melia Wealth#10 · 872,753 sh | 872,753 | $10.9M | 6.29% | -25.0% |
| 11 | Muzinich#11 · 846,759 sh | 846,759 | $10.6M | — | +5.7% |
| 12 | Russell Investments Group, Ltd.#12 · 779,032 sh | 779,032 | $9.8M | <0.01% | +46.3% |
| 13 | FRANKLIN RESOURCES#13 · 643,797 sh | 643,797 | $8.1M | <0.01% | +9.9% |
| 14 | Sumitomo Mitsui#14 · 617,822 sh | 617,822 | $7.7M | <0.01% | +2.8% |
| 15 | ARES MANAGEMENT#15 · 588,471 sh | 588,471 | $7.4M | 0.32% | +521.7% |
| 16 | Legal & General Group Plc#16 · 541,547 sh | 541,547 | $6.8M | <0.01% | +8.3% |
| 17 | SRS Capital Advisors#17 · 482,581 sh | 482,581 | $6.0M | 0.04% | +109.8% |
| 18 | ENVESTNET ASSET MANAGEMENT#18 · 457,491 sh | 457,491 | $5.7M | <0.01% | New |
| 19 | Columbus Macro#19 · 451,309 sh | 451,309 | $5.7M | — | New |
| 20 | Cetera Investment Advisers#20 · 445,675 sh | 445,675 | $5.6M | <0.01% | New |
| 21 | Hennion & Walsh Asset Management#21 · 370,141 sh | 370,141 | $4.6M | — | +4.0% |
| 22 | GCM Grosvenor#22 · 315,000 sh | 315,000 | $3.9M | 0.17% | New |
| 23 | HighTower Advisors#23 · 313,570 sh | 313,570 | $3.9M | <0.01% | -16.2% |
| 24 | North Ground Capital#24 · 224,000 sh | 224,000 | $2.8M | 3.36% | -32.9% |
| 25 | Advisors Asset Management#25 · 221,091 sh | 221,091 | $2.8M | 0.04% | -5.6% |
| 26 | Callodine Capital Management#26 · 200,000 sh | 200,000 | $2.5M | 0.16% | +86.3% |
| 27 | BlackRock#27 · 195,937 sh | 195,937 | $2.5M | 0.00% | -4.4% |
| 28 | Mariner#28 · 160,671 sh | 160,671 | $2.0M | <0.01% | 0.0% |
| 29 | Texas Yale Capital#29 · 154,197 sh | 154,197 | $1.9M | 0.04% | -5.7% |
| 30 | XTX Topco Ltd#30 · 152,032 sh | 152,032 | $1.9M | 0.02% | +45.4% |
| 31 | Pathstone#31 · 127,062 sh | 127,062 | $1.6M | <0.01% | +10.5% |
| 32 | LPL Financial#32 · 125,070 sh | 125,070 | $1.6M | <0.01% | +8.0% |
| 33 | Kestra Advisory Services#33 · 120,706 sh | 120,706 | $1.5M | <0.01% | +6.2% |
| 34 | HAGER INVESTMENT MANAGEMENT SERVICES#34 · 114,900 sh | 114,900 | $1.4M | 0.66% | -9.8% |
| 35 | Rockefeller Capital Management L.P.#35 · 110,578 sh | 110,578 | $1.4M | <0.01% | -18.6% |
| 36 | Cerity Partners#36 · 109,301 sh | 109,301 | $1.4M | <0.01% | +3.3% |
| 37 | WELLS FARGO & COMPANY#37 · 105,368 sh | 105,368 | $1.3M | <0.01% | +1.4% |
| 38 | Curated Wealth Partners#38 · 100,000 sh | 100,000 | $1.3M | — | 0.0% |
| 39 | NORDEN GROUP#39 · 97,227 sh | 97,227 | $1.2M | — | +38.5% |
| 40 | Privium Fund Management (UK) Ltd#40 · 95,551 sh | 95,551 | $1.2M | 0.50% | New |
| 41 | Trexquant Investment#41 · 92,973 sh | 92,973 | $1.2M | <0.01% | -33.1% |
| 42 | Heritage#42 · 91,325 sh | 91,325 | $1.1M | 0.10% | 0.0% |
| 43 | Neuberger Berman Group#43 · 88,351 sh | 88,351 | $1.1M | <0.01% | -8.6% |
| 44 | CONFLUENCE INVESTMENT MANAGEMENT#44 · 87,630 sh | 87,630 | $1.1M | — | +1.1% |
| 45 | AMERIPRISE FINANCIAL#45 · 85,214 sh | 85,214 | $1.1M | <0.01% | -1.7% |
| 46 | Cerberus Capital Management, L.P.#46 · 85,000 sh | 85,000 | $1.1M | 0.05% | 0.0% |
| 47 | Campbell & Investment Adviser#47 · 82,139 sh | 82,139 | $1.0M | 0.05% | +7.5% |
| 48 | OSAIC#48 · 81,536 sh | 81,536 | $1.0M | <0.01% | -14.4% |
| 49 | RAYMOND JAMES FINANCIAL#49 · 75,595 sh | 75,595 | $946.5K | <0.01% | -3.2% |
| 50 | United Advisor Group#50 · 74,946 sh | 74,946 | $938.3K | 0.10% | +1.6% |
| 51 | Closed-End Fund Advisors#51 · 74,186 sh | 74,186 | $928.8K | 0.91% | -2.5% |
| 52 | ROYAL BANK OF CANADA#52 · 66,701 sh | 66,701 | $836.0K | <0.01% | -11.8% |
| 53 | Garner Asset Management#53 · 65,434 sh | 65,434 | $819.2K | 0.27% | -8.1% |
| 54 | Alpine Global Management#54 · 65,369 sh | 65,369 | $818.4K | 0.13% | -35.5% |
| 55 | BLAIR WILLIAM#55 · 64,468 sh | 64,468 | $807.1K | <0.01% | New |
| 56 | GREAT WEST LIFE ASSURANCE#56 · 64,371 sh | 64,371 | $803.0K | <0.01% | +12.3% |
| 57 | SUSQUEHANNA INTERNATIONAL GROUP, LLP#57 · 57,493 sh | 57,493 | $719.8K | <0.01% | New |
| 58 | COMMONWEALTH EQUITY SERVICES#58 · 56,927 sh | 56,927 | $712.7K | <0.01% | -8.2% |
| 59 | Lido Advisors#59 · 54,333 sh | 54,333 | $680.2K | <0.01% | +0.2% |
| 60 | Cambridge Investment Research Advisors#60 · 50,016 sh | 50,016 | $626.0K | <0.01% | -0.8% |
| 61 | Invesco Ltd.#61 · 49,721 sh | 49,721 | $622.5K | 0.00% | +2.8% |
| 62 | Janney Montgomery Scott#62 · 48,772 sh | 48,772 | $611.0K | <0.01% | +2.6% |
| 63 | GOLDMAN SACHS GROUP#63 · 48,351 sh | 48,351 | $605.4K | <0.01% | New |
| 64 | Spartan Wealth Advisory Services#64 · 44,250 sh | 44,250 | $554.0K | 0.05% | -8.2% |
| 65 | Ethos Financial Group#65 · 43,519 sh | 43,519 | $544.9K | 0.04% | +18.1% |
| 66 | Diversify Advisory Services#66 · 42,002 sh | 42,002 | $528.0K | — | New |
| 67 | DIVERSIFY WEALTH MANAGEMENT#67 · 42,002 sh | 42,002 | $528.0K | — | +10.6% |
| 68 | Farther Finance Advisors#68 · 37,380 sh | 37,380 | $467.7K | — | +8.1% |
| 69 | INDEPENDENT FINANCIAL GROUP#69 · 35,386 sh | 35,386 | $443.0K | — | +5.6% |
| 70 | Virtus Investment Advisers#70 · 32,810 sh | 32,810 | $410.8K | 0.10% | -22.8% |
| 71 | Foster Victor Wealth Advisors#71 · 31,278 sh | 31,278 | $400.0K | — | -3.1% |
| 72 | FIFTH THIRD BANCORP#72 · 31,941 sh | 31,941 | $399.9K | <0.01% | -8.1% |
| 73 | Beaumont Financial Advisors#73 · 31,039 sh | 31,039 | $388.6K | — | -21.2% |
| 74 | WILEY BROS.-AINTREE CAPITAL#74 · 30,936 sh | 30,936 | $387.3K | <0.01% | -9.0% |
| 75 | BI Asset Management Fondsmaeglerselskab A/S#75 · 28,938 sh | 28,938 | $362.0K | — | -82.0% |
| 76 | CFO4Life Group#76 · 28,226 sh | 28,226 | $353.4K | 0.05% | -16.7% |
| 77 | INTERNATIONAL ASSETS INVESTMENT MANAGEMENT#77 · 27,964 sh | 27,964 | $352.4K | 0.02% | +34.4% |
| 78 | TRANSCEND WEALTH COLLECTIVE#78 · 26,813 sh | 26,813 | $335.7K | 0.02% | 0.0% |
| 79 | PDT Partners#79 · 26,013 sh | 26,013 | $325.7K | 0.02% | +82.4% |
| 80 | Allworth Financial#80 · 25,267 sh | 25,267 | $316.3K | <0.01% | -42.9% |
| 81 | M.E. ALLISON#81 · 24,603 sh | 24,603 | $308.0K | — | +0.3% |
| 82 | Onyx Bridge Wealth Group#82 · 24,441 sh | 24,441 | $306.0K | — | 0.0% |
| 83 | Advisor OS#83 · 23,835 sh | 23,835 | $298.4K | 0.02% | +3.4% |
| 84 | Crestwood Advisors Group#84 · 23,825 sh | 23,825 | $298.3K | <0.01% | New |
| 85 | DENALI ADVISORS#85 · 22,028 sh | 22,028 | $275.8K | 0.03% | -8.4% |
| 86 | Brevan Howard Capital Management#86 · 20,501 sh | 20,501 | $256.7K | <0.01% | New |
| 87 | MERIDIAN INVESTMENT COUNSEL#87 · 17,476 sh | 17,476 | $218.8K | — | -10.7% |
| 88 | SeaCrest Wealth Management#88 · 17,125 sh | 17,125 | $214.4K | — | -30.5% |
| 89 | Cottage Street Advisors#89 · 17,000 sh | 17,000 | $212.8K | — | 0.0% |
| 90 | Advisory Services Network#90 · 15,438 sh | 15,438 | $193.3K | <0.01% | +0.1% |
| 91 | Strategic Financial Concepts#91 · 15,367 sh | 15,367 | $192.4K | 0.06% | +2.5% |
| 92 | Almitas Capital#92 · 15,000 sh | 15,000 | $187.8K | 0.04% | 0.0% |
| 93 | Formidable Asset Management#93 · 14,247 sh | 14,247 | $176.7K | 0.03% | -6.6% |
| 94 | Employees Retirement System of Texas#94 · 14,064 sh | 14,064 | $176.0K | <0.01% | 0.0% |
| 95 | BTG Pactual Asset Management US#95 · 13,520 sh | 13,520 | $169.3K | 0.01% | -17.3% |
| 96 | VARCOV#96 · 13,165 sh | 13,165 | $164.8K | 0.06% | New |
| 97 | NORTHERN#97 · 12,814 sh | 12,814 | $160.4K | 0.00% | -10.1% |
| 98 | Creative Planning#98 · 12,794 sh | 12,794 | $160.2K | <0.01% | -23.8% |
| 99 | Perennial Investment Advisors#99 · 12,500 sh | 12,500 | $156.5K | 0.01% | 0.0% |
| 100 | NOMURA#100 · 12,000 sh | 12,000 | $150.2K | <0.01% | New |
Funds that sold out of BCSF in Q2 2026 (18)
Held BCSF at the end of Q1 2026 and filed a Q2 2026 13F without it. Not in the list above, because they no longer hold it. Largest prior position first.
| Institution | Shares sold | Value in Q1 2026 |
|---|---|---|
| PANORAMIC INVESTMENT ADVISORS1,163,189 sh | 1,163,189 | $14.4M |
| JANE STREET GROUP145,001 sh | 145,001 | $1.8M |
| Lansforsakringar Fondforvaltning AB (publ)119,266 sh | 119,266 | $1.5M |
| Dynamic Technology Lab Private Ltd56,253 sh | 56,253 | $697.5K |
| BALYASNY ASSET MANAGEMENT L.P.51,375 sh | 51,375 | $637.0K |
| CITADEL ADVISORS27,533 sh | 27,533 | $341.4K |
| Entropy Technologies21,479 sh | 21,479 | $266.3K |
| EAGLE GLOBAL ADVISORS18,710 sh | 18,710 | $232.0K |
| MILLENNIUM MANAGEMENT18,115 sh | 18,115 | $224.6K |
| nVerses Capital17,290 sh | 17,290 | $214.4K |
| Nicholas Hoffman & Company12,000 sh | 12,000 | $148.8K |
| Sanctuary Advisors10,130 sh | 10,130 | $125.6K |
| Prairiewood Capital10,130 sh | 10,130 | $125.6K |
| Waverly Advisors10,000 sh | 10,000 | $124.0K |
| MAI Capital Management5,181 sh | 5,181 | $64.2K |
| Tower Research Capital (TRC)719 sh | 719 | $8.9K |
| WealthCollab320 sh | 320 | $4.0K |
| JONES FINANCIAL COMPANIES LLLP100 sh | 100 | $1.2K |
Source: Form 13F-HR filings on SEC EDGAR, Q2 2026. Values are as reported by each manager at quarter end. “% of portfolio” is the position’s share of the manager’s total reported 13F value for the same quarter. “New” means the manager filed a 13F for Q1 2026 without this position; a dash means no comparison is available. Where a manager’s own filing is internally inconsistent its value is withheld and it is listed last. 13F data shows reported holdings, not recommendations.