BCSF Institutional Ownership & Shareholders

BAIN CAPITAL SPECIALTY FINAN (BCSF) is currently held by 128 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $443.89M based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.

Bain Capital Credit, Lp is currently the largest disclosed institutional shareholder of BCSF tracked by InsiderSet, reporting ownership valued at approximately $148.02M in its June 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $127.33M, representing an estimated loss of -13.98% since the filing period.

The top 10 institutional shareholders tracked on this page collectively account for approximately 71% of the total disclosed BCSF value among the investors covered in this analysis. Major shareholders include Bain Capital Credit, Lp, Bank Of America Corp, Cresset Asset Management, Llc, and several other long-term asset managers with concentrated positions in BAIN CAPITAL SPECIALTY FINAN (BCSF).

This page ranks the largest institutional BCSF shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.

Institutional Holders

128

Total Reported Value

$443.89M

Largest Holder

Bain Capital Credit, Lp

Largest Position

$148.02M

Insider Transactions (90d)

0

Latest Filing Quarter

Q2 2026

New Institutional Positions

92

Funds Exiting Positions

0

NameInvestor/ManagerPortfolio %QuantityReported BalanceCurrent Estimated ValueGain/loss Since FilingEstimated Portfolio Performance
Bain Capital Credit, Lp40.24%11,822,433$148,016,857$127,327,603-$20,689,254-13.98%
Bank Of America Corp0.00%2,540,286$31,804,375$27,358,880-$4,445,495-13.98%
Cresset Asset Management, Llc0.11%2,394,561$29,979,901$25,789,422-$4,190,479-13.98%
Ubs Group Ag0.00%1,460,135$18,280,890$15,725,654-$2,555,236-13.98%
Van Eck Associates Corp0.01%1,378,326$17,256,642$14,844,571-$2,412,071-13.98%
Two Sigma Investments, Lp0.01%1,374,383$17,207,275$14,802,105-$2,405,170-13.98%
Morgan Stanley0.00%1,254,889$15,711,216$13,515,155-$2,196,061-13.98%
Dimension Capital Management Llc1.84%1,253,662$15,695,848$13,501,940-$2,193,908-13.98%
Melia Wealth Llc6.29%872,753$10,926,867$9,399,550-$1,527,317-13.98%
Russell Investments Group, Ltd.0.01%779,032$9,753,480$8,390,175-$1,363,305-13.98%
Muzinich & Co., Inc.3.23%880,720$9,723,148$9,485,354-$237,794-2.45%
Ares Management Llc0.32%588,471$7,367,657$6,337,833-$1,029,824-13.98%
Columbus Macro, Llc0.69%641,723$7,084,622$6,911,357-$173,265-2.45%
Sumitomo Mitsui Trust Group, Inc.0.00%625,236$6,902,605$6,733,792-$168,813-2.45%
Legal & General Group Plc0.00%541,547$6,780,168$5,832,461-$947,707-13.98%
Arax Advisory Partners0.04%482,581$6,041,920$5,197,397-$844,523-13.98%
Envestnet Asset Management Inc0.00%457,491$5,727,790$4,927,178-$800,612-13.98%
Caz Investments Lp2.37%448,201$5,611,477$4,827,125-$784,352-13.98%
Cetera Investment Advisers0.01%445,675$5,579,847$4,799,920-$779,927-13.98%
Gcm Grosvenor Holdings, Llc0.17%315,000$3,943,800$3,392,550-$551,250-13.98%
Hennion & Walsh Asset Management, Inc.0.11%327,753$3,618,393$3,529,900-$88,493-2.45%
North Ground Capital3.36%224,000$2,804,480$2,412,480-$392,000-13.98%
Callodine Capital Management, Lp0.16%200,000$2,504,000$2,154,000-$350,000-13.98%
Blackrock, Inc.0.00%195,937$2,453,131$2,110,241-$342,890-13.98%
Mariner, Llc0.00%160,671$2,011,331$1,730,427-$280,904-13.97%
Y-Intercept (Hong Kong) Ltd0.04%176,548$1,949,090$1,901,422-$47,668-2.45%
Texas Yale Capital Corp.0.04%154,197$1,930,546$1,660,702-$269,844-13.98%
Xtx Topco Ltd0.02%152,032$1,903,441$1,637,385-$266,056-13.98%
Neuberger Berman Group Llc0.00%128,867$1,792,540$1,387,898-$404,642-22.57%
Lpl Financial Llc0.00%125,070$1,565,881$1,347,004-$218,877-13.98%
Lansforsakringar Fondforvaltning Ab (Publ)0.01%119,266$1,478,891$1,284,495-$194,396-13.14%
Hager Investment Management Services, Llc0.66%114,900$1,438,548$1,237,473-$201,075-13.98%
Pathstone Holdings, Llc0.01%114,970$1,425,624$1,238,227-$187,397-13.14%
Rockefeller Capital Management L.P.0.00%110,578$1,384,438$1,190,925-$193,513-13.98%
Cerity Partners Llc0.00%109,301$1,368,455$1,177,172-$191,283-13.98%
Kestra Advisory Services, Llc0.00%120,614$1,331,581$1,299,013-$32,568-2.45%
Wells Fargo & Company/Mn0.00%105,368$1,319,206$1,134,813-$184,393-13.98%
Trexquant Investment Lp0.01%92,973$1,164,022$1,001,319-$162,703-13.98%
Heritage Trust Co0.10%91,325$1,143,389$983,570-$159,819-13.98%
Curated Wealth Partners Llc0.09%100,000$1,104,000$1,077,000-$27,000-2.45%
Ameriprise Financial Inc0.00%85,214$1,066,876$917,755-$149,121-13.98%
Norden Group Llc0.08%96,447$1,064,780$1,038,734-$26,046-2.45%
Cerberus Capital Management, L.P.0.05%85,000$1,064,200$915,450-$148,750-13.98%
Campbell & Co Investment Adviser Llc0.05%82,139$1,028,380$884,637-$143,743-13.98%
Osaic Holdings, Inc.0.00%81,536$1,020,866$878,143-$142,723-13.98%
Confluence Investment Management Llc0.02%90,153$995,289$970,948-$24,341-2.45%
Raymond James Financial Inc0.00%75,595$946,458$814,158-$132,300-13.98%
United Advisor Group, Llc0.10%74,946$938,324$807,168-$131,156-13.98%
Closed-End Fund Advisors, Inc.0.91%74,186$928,803$798,983-$129,820-13.98%
Royal Bank Of Canada0.00%66,701$836,000$718,370-$117,630-14.07%
Showing 50 of 128

Frequently asked questions about BCSF

  • Who are the largest institutional holders of BCSF?

    The largest institutional holders of BCSF reported in the latest SEC Form 13F filings include Bain Capital Credit, Lp, Bank Of America Corp, Cresset Asset Management, Llc, Ubs Group Ag, and Van Eck Associates Corp. InsiderSet ranks institutional holders by their latest reported BCSF position.

  • What is BCSF institutional ownership?

    This page tracks BCSF positions reported by institutional investment managers through SEC Form 13F. BAIN CAPITAL SPECIALTY FINAN (BCSF) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.

  • How many institutions own BCSF?

    InsiderSet currently tracks 128 institutional managers reporting BCSF holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of BCSF shareholders.

  • How much BCSF stock do institutions own?

    Institutional investment managers disclosed approximately $443.89M in BCSF holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.

  • When was BCSF institutional ownership last updated?

    The latest BCSF institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.

  • Are institutional BCSF holdings real-time?

    No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its BCSF position after the reporting date.

  • Are institutions buying or selling BCSF?

    Institutional buying and selling can be analyzed by comparing BCSF positions across consecutive 13F reporting periods. InsiderSet's BCSF Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View BCSF ownership changes.

  • How has BCSF institutional ownership changed over time?

    InsiderSet tracks BCSF institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.