Tamarly Intelligence

Who Holds Bain Capital Specialty Finance, Inc. (BCSF)? 128 Institutional Holders, Q2 2026

Managers with more than $100 million in US equities report their holdings on Form 13F within 45 days of each quarter end. Quarter ended 30 Jun 2026: 128 holders, $457 million in total.

Largest holders

The 100 largest by value. Change in shares against Q1 2026.

ManagerSharesValueChange
Bain Capital Credit, LP11,822,433$148 million+0%13F
BANK OF AMERICA CORP /DE/2,540,286$32 million-7%13F
Cresset Asset Management, LLC2,394,561$30 million+16%13F
UBS Group AG1,460,135$18 million+4%13F
VAN ECK ASSOCIATES CORP1,378,326$17 million+23%13F
TWO SIGMA INVESTMENTS, LP1,374,383$17 million-9%13F
MORGAN STANLEY1,254,889$16 million+9%13F
DIMENSION CAPITAL MANAGEMENT LLC1,253,662$16 million+2%13F
Melia Wealth LLC872,753$11 million-25%13F
Muzinich & Co., Inc.846,759$11 million+6%13F
Russell Investments Group, Ltd.779,032$10 million+46%13F
FRANKLIN RESOURCES INC643,797$8 million+10%13F
Sumitomo Mitsui Trust Group, Inc.617,822$8 million+3%13F
ARES MANAGEMENT LLC588,471$7 million+522%13F
Legal & General Group Plc541,547$7 million+8%13F
Arax Advisory Partners482,581$6 million+110%13F
ENVESTNET ASSET MANAGEMENT INC457,491$6 millionNew13F
Columbus Macro, LLC451,309$6 millionNew13F
CAZ INVESTMENTS LP448,201$6 million+4382%13F
Cetera Investment Advisers445,675$6 millionNew13F
Hennion & Walsh Asset Management, Inc.370,141$5 million+4%13F
GCM Grosvenor Holdings, LLC315,000$4 millionNew13F
HighTower Advisors, LLC313,570$4 million-16%13F
North Ground Capital224,000$3 million-33%13F
Advisors Asset Management, Inc.221,091$3 million-6%13F
Callodine Capital Management, LP200,000$3 million+86%13F
BlackRock, Inc.195,937$2 million-4%13F
Mariner, LLC160,671$2 million+0%13F
Texas Yale Capital Corp.154,197$2 million-6%13F
XTX Topco Ltd152,032$2 million+45%13F
Pathstone Holdings, LLC127,062$2 million+11%13F
LPL Financial LLC125,070$2 million+8%13F
Kestra Advisory Services, LLC120,706$2 million+6%13F
HAGER INVESTMENT MANAGEMENT SERVICES, LLC114,900$1 million-10%13F
Rockefeller Capital Management L.P.110,578$1 million-19%13F
Cerity Partners LLC109,301$1 million+3%13F
WELLS FARGO & COMPANY/MN105,368$1 million+1%13F
Curated Wealth Partners LLC100,000$1 million+0%13F
NORDEN GROUP LLC97,227$1 million+38%13F
Privium Fund Management (UK) Ltd95,551$1 millionNew13F
Trexquant Investment LP92,973$1 million-33%13F
Heritage Trust Co91,325$1 million+0%13F
NEUBERGER BERMAN GROUP LLC88,351$1 million-9%13F
CONFLUENCE INVESTMENT MANAGEMENT LLC87,630$1 million+1%13F
AMERIPRISE FINANCIAL INC85,214$1 million-2%13F
Cerberus Capital Management, L.P.85,000$1 million+0%13F
Campbell & CO Investment Adviser LLC82,139$1 million+8%13F
OSAIC HOLDINGS, INC.81,536$1 million-14%13F
RAYMOND JAMES FINANCIAL INC75,595$946,458-3%13F
United Advisor Group, LLC74,946$938,324+2%13F
Closed-End Fund Advisors, Inc.74,186$928,803-3%13F
ROYAL BANK OF CANADA66,701$836,000-12%13F
Garner Asset Management Corp65,434$819,238-8%13F
Alpine Global Management, LLC65,369$818,420-36%13F
BLAIR WILLIAM & CO/IL64,468$807,139New13F
SUSQUEHANNA INTERNATIONAL GROUP, LLP57,493$719,812New13F
COMMONWEALTH EQUITY SERVICES, LLC56,927$712,720-8%13F
Lido Advisors, LLC54,333$680,248+0%13F
Invesco Ltd.49,721$622,507+3%13F
GOLDMAN SACHS GROUP INC48,351$605,355New13F
Spartan Wealth Advisory Services LLC44,250$554,007-8%13F
Ethos Financial Group, LLC43,519$544,858+18%13F
Diversify Advisory Services, LLC42,002$527,966New13F
DIVERSIFY WEALTH MANAGEMENT, LLC42,002$527,966+11%13F
Farther Finance Advisors, LLC37,380$467,745+8%13F
INDEPENDENT FINANCIAL GROUP, LLC35,386$443,033-33%13F
Virtus Investment Advisers, LLC32,810$410,781-23%13F
Foster Victor Wealth Advisors, LLC31,278$400,046-3%13F
FIFTH THIRD BANCORP31,941$399,902-8%13F
Beaumont Financial Advisors, LLC31,039$388,614-21%13F
&PARTNERS30,936$387,324-9%13F
CFO4Life Group, LLC28,226$353,393-17%13F
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC27,964$352,401+34%13F
TRANSCEND CAPITAL ADVISORS, LLC26,813$335,699+0%13F
PDT Partners, LLC26,013$325,683+82%13F
Allworth Financial LP25,267$316,344-43%13F
M.E. ALLISON & CO., INC.24,603$308,034+0%13F
Onyx Bridge Wealth Group LLC24,441$305,998+0%13F
Advisor OS, LLC23,835$298,410+3%13F
Crestwood Advisors Group, LLC23,825$298,289New13F
DENALI ADVISORS LLC22,028$275,791-8%13F
Brevan Howard Capital Management LP20,501$256,673New13F
MERIDIAN INVESTMENT COUNSEL INC.17,476$218,800-11%13F
SeaCrest Wealth Management, LLC17,125$214,405-31%13F
Cottage Street Advisors LLC17,000$212,840+0%13F
Advisory Services Network, LLC15,438$193,284+0%13F
Strategic Financial Concepts, LLC15,367$192,392+2%13F
Almitas Capital LLC15,000$187,800+0%13F
Formidable Asset Management, LLC14,247$176,663-7%13F
BTG Pactual Asset Management US LLC13,520$169,270-17%13F
VARCOV Co.13,165$164,826New13F
NORTHERN TRUST CORP12,814$160,431-10%13F
Creative Planning12,794$160,181-24%13F
Perennial Investment Advisors, LLC12,500$156,500+0%13F
NOMURA HOLDINGS INC12,000$150,240New13F
Aquatic Capital Management LLC11,355$142,165New13F
Seelaus Asset Management LLC11,300$141,476-6%13F
Cordoba Advisory Partners LLC10,878$136,193+0%13F
B. Riley Wealth Advisors, Inc.10,829$135,369+0%13F
MML INVESTORS SERVICES, LLC10,265$128,519+0%13F

Questions and answers

How many institutions hold Bain Capital Specialty Finance, Inc.?
128 managers reported Bain Capital Specialty Finance, Inc. on Form 13F for the quarter ended 30 June 2026, against 132 the quarter before.
Who is the largest institutional holder of Bain Capital Specialty Finance, Inc.?
Bain Capital Credit, LP, with 11,822,433 shares worth $148 million on its 13F for Q2 2026.
How many institutions bought or sold out of Bain Capital Specialty Finance, Inc. in Q2 2026?
17 managers reported a new position and 21 reported none after holding it the quarter before.
See every holder, the full history and an alert when the next 13F filings land; the 7-day trial opens everything.Start the free trial

Source: SEC EDGAR, Form 13F (public domain). Counts and values as filed. Cite this page: Tamarly Intelligence, "Who holds Bain Capital Specialty Finance, Inc., Q2 2026", https://app.tamarly.ai/holders/bain-capital-specialty-finance, built from SEC EDGAR.

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Who Holds Bain Capital Specialty Finance, Inc. (BCSF)? 128 Institutional Holders, Q2 2026 | Tamarly