Bain Capital Specialty Finance BCSF Institutional Ownership

NYSE BCSF

$11.05 +0.01 (+0.05%)

As of: Oct 1, 2026 · 1:05 PM EDT

Institutions by Trading Activity

128 Institutions

Increased 63 49.2%

Unchanged 20 15.6%

Reduced 45 35.2%

Ownership Statistics

13F · as of 30 Jun, 2026

Institutional Ownership

55.78%

▲+1.86 pp QoQ

Shares Held by Institutions

36.18Mn

of 64.87Mn outstanding

▲+9.17% QoQ

Shares Outstanding

64.87Mn

28.69Mn held outside 13F filers

Institutional Investors

128

filed 13F for Jun 2026

▼-5 vs prior quarter

Net Shares Added (QoQ)

+3.04Mn

accumulated since last quarter

Value of Holdings

$399.81Mn

reported market value

Shares Owned by Institutions

Shares held % of outstanding

Latest —

Average ownership —

Peak ownership —

Shares Purchased/Sold by Institutions

Accumulated Distributed

Latest quarter —

Net over range —

Accumulating quarters —

Ownership Summary

Quarter ending 30 Jun, 2026

Bain Capital Specialty Finance, Inc. (NYSE:BCSF) has 128 institutional investors with active 13F positions as of June 2026.

These investors held 55.8% of outstanding shares in June 2026, up from 53.9% in March 2026.
Their total shares held in BCSF increased 9.17% quarter over quarter, and separately, investors owning Bain Capital Specialty Finance decreased 10.49% from a year ago.
Of these 128 funds, 63 grew their exposure to Bain Capital Specialty Finance, 45 cut back, and 20 maintained positions.
Combined, these investors held 36.18Mn shares in BCSF for June 2026, up by 3.04Mn shares quarter on quarter, and up 5.22Mn shares year over year.
Bain Capital Credit, LP leads ownership in BCSF with 11.82Mn shares as of June 30, 2026, equal to 18.23% of outstanding shares.
The largest buyers of Bain Capital Specialty Finance for the quarter ending June 2026 were ARES MANAGEMENT LLC (493.82K), ENVESTNET ASSET MANAGEMENT INC (457.49K), Columbus Macro, LLC (451.31K), Cetera Investment Advisers (445.68K), Cresset Asset Management, LLC (321.72K).
The largest sellers of Bain Capital Specialty Finance for the quarter ending June 2026 were Melia Wealth LLC (290.33K), Bank Of America Corp /De/ (197.19K), TWO SIGMA INVESTMENTS, LP (140.57K), BI Asset Management Fondsmaeglerselskab A/S (132.11K), North Ground Capital (109.98K).
Per Business Quant data, the top 10 holders of Bain Capital Specialty Finance for the quarter ending June 2026 are Bain Capital Credit, LP (11.82Mn), Bank Of America Corp /De/ (2.54Mn), Cresset Asset Management, LLC (2.39Mn), UBS Group AG (1.46Mn), VAN ECK ASSOCIATES CORP (1.38Mn), TWO SIGMA INVESTMENTS, LP (1.37Mn), Morgan Stanley (1.25Mn), DIMENSION CAPITAL MANAGEMENT LLC (1.25Mn), Melia Wealth LLC (872.75K), Muzinich & Co., Inc. (846.76K).

Form 13F Holdings

128 Institutional Holders

Report period 30 Jun, 2026

Total shares held 36.18Mn

Of outstanding 55.78%

#	Institution	CIK	Shares Held	% of Outstanding	Change (QoQ)	Change (%)	Value (USD)
1	Bain Capital Credit, LP	0001317947	11,822,433	18.23%	0	0.00%	$148.02Mn
2	Bank Of America Corp /De/	0000070858	2,540,286	3.92%	▼197,189	-7.20%	$31.80Mn
3	Cresset Asset Management, LLC	0001761013	2,394,561	3.69%	▲321,717	+15.52%	$29.98Mn
4	UBS Group AG	0001610520	1,460,135	2.25%	▲55,587	+3.96%	$18.28Mn
5	VAN ECK ASSOCIATES CORP	0000869178	1,378,326	2.12%	▲253,902	+22.58%	$17.26Mn
6	TWO SIGMA INVESTMENTS, LP	0001179392	1,374,383	2.12%	▼140,572	-9.28%	$17.21Mn
7	Morgan Stanley	0000895421	1,254,889	1.93%	▲108,756	+9.49%	$15.71Mn
8	DIMENSION CAPITAL MANAGEMENT LLC	0001041773	1,253,662	1.93%	▲29,172	+2.38%	$15.70Mn
9	Melia Wealth LLC	0001964047	872,753	1.35%	▼290,335	-24.96%	$10.93Mn
10	Muzinich & Co., Inc.	0001618824	846,759	1.31%	▲45,502	+5.68%	$10.60Mn
11	Russell Investments Group, Ltd.	0001692234	779,032	1.20%	▲246,500	+46.29%	$9.75Mn
12	Franklin Templeton Inc	0000038777	643,797	0.99%	▲57,798	+9.86%	$8.06Mn
13	Sumitomo Mitsui Trust Group, Inc.	0001475365	617,822	0.95%	▲16,725	+2.78%	$7.74Mn
14	ARES MANAGEMENT LLC	0001259313	588,471	0.91%	▲493,817	+521.71%	$7.37Mn
15	Legal & General Group Plc	0000764068	541,547	0.83%	▲41,334	+8.26%	$6.78Mn
16	Arax Advisory Partners	0001586767	482,581	0.74%	▲252,531	+109.77%	$6.04Mn
17	ENVESTNET ASSET MANAGEMENT INC	0001407543	457,491	0.71%	▲457,491	0.00%	$5.73Mn
18	Columbus Macro, LLC	0001727269	451,309	0.70%	▲451,309	0.00%	$5.65Mn
19	Cetera Investment Advisers	0001666741	445,675	0.69%	▲445,675	0.00%	$5.58Mn
20	Hennion & Walsh Asset Management, Inc.	0001861642	370,141	0.57%	▲14,238	+4.00%	$4.63Mn

Showing 1 to 20 of 128 holders