SEC 13F Intelligence

BCSFBAIN CAP SPECIALTY FIN INC

CUSIP 05684B107 · Yahoo Finance ↗ · Google Finance ↗

Bain Cap Specialty Fin Inc (BCSF) has 132 institutional holders in Filings Flow’s 13F database, together reporting 33.75M shares worth $402M as of Q1 2026. The largest reported holders are Bain Capital Credit, LP, Bank Of America Corp /De/, and Cresset Asset Management, LLC.

Institutional Holders
132
Q1 2026
Reported Value
$402M
Ticker
BCSF
Quarters Tracked
10

Ownership Trend

Institutional holders
Q4 ’18: 16Q4 ’18Q1 ’19: 23Q2 ’19: 47Q2 ’19Q3 ’19: 52Q2 ’21: 84Q2 ’21Q4 ’21: 91Q4 ’22: 111Q4 ’22Q4 ’25: 139Q1 ’26: 132Q1 ’26Q2 ’26: 6filingsflow.com
Total reported value
Q4 ’18: $59MQ4 ’18Q1 ’19: $89MQ2 ’19: $319MQ2 ’19Q3 ’19: $323MQ2 ’21: $3.4BQ2 ’21Q4 ’21: $3.6BQ4 ’22: $4.5BQ4 ’22Q4 ’25: $452MQ1 ’26: $402MQ1 ’26Q2 ’26: $8Mfilingsflow.com

Holders

Mixed quarters
Manager% of PortfolioValueSharesQuarter
Bain Capital Credit, LP$303M AUM48.39%$147M11.82MQ1 2026OLDER
Melia Wealth LLC$207M AUM6.98%$14M1.16MQ1 2026OLDER
Muzinich & Co., Inc.$286M AUM3.48%$10M801.3KQ1 2026OLDER
DIMENSION CAPITAL MANAGEMENT LLC$713M AUM2.13%$15M1.22MQ1 2026OLDER
HAGER INVESTMENT MANAGEMENT SERVICES, LLC$182M AUM0.87%$2M127.4KQ1 2026OLDER
GRIES FINANCIAL LLC$633M AUM0.50%$3M224.0KQ3 2025OLDER
Garner Asset Management Corp$255M AUM0.35%$882,95471.2KQ1 2026OLDER
nVerses Capital, LLC$110M AUM0.19%$214,39517.3KQ1 2026OLDER
Alpine Global Management, LLC$668M AUM0.19%$1M101.4KQ1 2026OLDER
M.E. ALLISON & CO., INC.$174M AUM0.18%$308,03424.6KQ2 2026
Curated Wealth Partners LLC$794M AUM0.16%$1M100.0KQ1 2026OLDER
Catalina Capital Group, LLC$168M AUM0.15%$239,79916.8KQ3 2025OLDER
Virtus Investment Advisers, LLC$363M AUM0.15%$526,85142.5KQ1 2026OLDER
Hennion & Walsh Asset Management, Inc.$3.5B AUM0.13%$5M370.1KQ2 2026
MQS Management LLC$148M AUM0.13%$222,30015.6KQ3 2025OLDER
CV Advisors LLC$366M AUM0.12%$448,86831.5KQ3 2025OLDER
Redhawk Wealth Advisors, Inc.$1.0B AUM0.12%$1M72.8KQ3 2025OLDER
VARCOV Co.$268M AUM0.12%$299,06521.5KQ4 2025OLDER
Heritage Trust Co$997M AUM0.11%$1M91.3KQ1 2026OLDER
Dynamic Technology Lab Private Ltd$615M AUM0.11%$697,53756.3KQ1 2026OLDER
United Advisor Group, LLC$811M AUM0.11%$915,03373.8KQ1 2026OLDER
Cresset Asset Management, LLC$23.1B AUM0.11%$26M2.07MQ1 2026OLDER
Seelaus Asset Management LLC$139M AUM0.11%$149,42012.1KQ1 2026OLDER
Callodine Capital Management, LP$1.4B AUM0.09%$1M107.3KQ1 2026OLDER
Cottage Street Advisors LLC$231M AUM0.09%$210,80017.0KQ1 2026OLDER
NORDEN GROUP LLC$1.0B AUM0.08%$870,75470.2KQ1 2026OLDER
Arax Advisory Partners$3.5B AUM0.08%$3M230.1KQ1 2026OLDER
ARES MANAGEMENT LLC$1.5B AUM0.08%$1M94.7KQ1 2026OLDER
Canton Hathaway, LLC$496M AUM0.07%$390,00027.4KQ3 2025OLDER
SUMMIT WEALTH GROUP LLC / CO$950M AUM0.06%$193,09012.6KQ3 2025OLDER
CFO4Life Group, LLC$656M AUM0.06%$420,29933.9KQ1 2026OLDER
MERIDIAN INVESTMENT COUNSEL INC.$420M AUM0.06%$242,61819.6KQ1 2026OLDER
Texas Yale Capital Corp.$3.5B AUM0.06%$2M163.6KQ1 2026OLDER
Campbell & CO Investment Adviser LLC$1.8B AUM0.05%$947,17476.4KQ1 2026OLDER
Spartan Wealth Advisory Services LLC$1.1B AUM0.05%$598,01548.2KQ1 2026OLDER
INDEPENDENT FINANCIAL GROUP, LLC$678M AUM0.05%$2M91.3KQ1 2026OLDER
Advisors Asset Management, Inc.$6.0B AUM0.05%$3M234.1KQ1 2026OLDER
Strategic Financial Concepts, LLC$405M AUM0.05%$185,98215.0KQ1 2026OLDER
One Charles Private Wealth Services, LLC$400M AUM0.04%$169,80411.9KQ3 2025OLDER
FOX RUN MANAGEMENT, L.L.C.$572M AUM0.04%$284,89120.5KQ4 2025OLDER
Almitas Capital LLC$443M AUM0.04%$186,00015.0KQ1 2026OLDER
Cerberus Capital Management, L.P.$2.6B AUM0.04%$1M85.0KQ1 2026OLDER
Ethos Financial Group, LLC$1.4B AUM0.04%$512,58436.9KQ1 2026OLDER
Cordoba Advisory Partners LLC$362M AUM0.04%$134,88710.9KQ1 2026OLDER
Prairiewood Capital, LLC$346M AUM0.04%$125,61210.1KQ1 2026OLDER
Beaumont Financial Advisors, LLC$1.5B AUM0.03%$488,29739.4KQ1 2026OLDER
DENALI ADVISORS LLC$900M AUM0.03%$298,35624.1KQ1 2026OLDER
Formidable Asset Management, LLC$648M AUM0.03%$212,08615.2KQ1 2026OLDER
Onyx Bridge Wealth Group LLC$930M AUM0.03%$302,96324.4KQ1 2026OLDER
Anfield Capital Management, LLC$363M AUM0.03%$99,1388.0KQ1 2026OLDER
TRANSCEND CAPITAL ADVISORS, LLC$1.2B AUM0.03%$332,48126.8KQ1 2026OLDER
Foster Victor Wealth Advisors, LLC$1.7B AUM0.02%$419,93732.3KQ1 2026OLDER
SeaCrest Wealth Management, LLC$903M AUM0.02%$214,40517.1KQ2 2026
Register Financial Advisors LLC$271M AUM0.02%$61,6905.0KQ1 2026OLDER
XTX Topco Ltd$5.8B AUM0.02%$1M104.5KQ1 2026OLDER
Cooper Financial Group$1.2B AUM0.02%$198,59013.9KQ3 2025OLDER
Triumph Capital Management$491M AUM0.02%$103,1938.3KQ1 2026OLDER
Advisor OS, LLC$1.4B AUM0.02%$285,92023.1KQ1 2026OLDER
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC$1.4B AUM0.02%$256,01420.8KQ1 2026OLDER
BTG Pactual Asset Management US LLC$1.2B AUM0.02%$202,80216.4KQ1 2026OLDER
CONFLUENCE INVESTMENT MANAGEMENT LLC$6.4B AUM0.02%$1M87.6KQ2 2026
Diversify Advisory Services, LLC$655M AUM0.02%$503,09836.6KQ4 2025OLDER
TWO SIGMA INVESTMENTS, LP$123.9B AUM0.02%$19M1.51MQ1 2026OLDER
Kovack Advisors, Inc.$1.9B AUM0.01%$301,19221.7KQ4 2025OLDER
Quantbot Technologies LP$2.4B AUM0.01%$391,59428.2KQ4 2025OLDER
Trexquant Investment LP$13.9B AUM0.01%$2M139.0KQ1 2026OLDER
Perennial Investment Advisors, LLC$1.3B AUM0.01%$155,00012.5KQ1 2026OLDER
Entropy Technologies, LP$2.2B AUM0.01%$266,34021.5KQ1 2026OLDER
VAN ECK ASSOCIATES CORP$133M AUM0.01%$13,9431.12MQ1 2026OLDER
PDT Partners, LLC$1.7B AUM0.01%$176,81214.3KQ1 2026OLDER
Burk Holdings LLC$233M AUM0.01%$21,5761.7KQ1 2026OLDER
DIVERSIFY WEALTH MANAGEMENT, LLC$5.6B AUM0.01%$507,00638.0KQ1 2026OLDER
B. Riley Wealth Advisors, Inc.$1.6B AUM0.01%$132,54710.8KQ1 2026OLDER
EAGLE GLOBAL ADVISORS LLC$2.8B AUM0.01%$232,00418.7KQ1 2026OLDER
U.S. Capital Wealth Advisors, LLC$4.0B AUM0.01%$331,26626.7KQ1 2026OLDER
Stone House Investment Management, LLC$558M AUM0.01%$53,6373.9KQ4 2025OLDER
First Heartland Consultants, Inc.$1.5B AUM0.01%$126,80310.1KQ2 2026
Brevan Howard Capital Management LP$11.3B AUM0.01%$750,65354.0KQ4 2025OLDER
Security National Bank$687M AUM0.01%$53,9774.4KQ1 2026OLDER
Lansforsakringar Fondforvaltning AB (publ)$19.1B AUM0.01%$1M119.3KQ1 2026OLDER
Harbor Asset Planning, Inc.$119M AUM0.01%$8,652622Q4 2025OLDER
Nalls Sherbakoff Group, LLC$148M AUM0.01%$10,688750Q1 2026OLDER
Russell Investments Group, Ltd.$93.1B AUM0.01%$7M532.5KQ1 2026OLDER
Aquatic Capital Management LLC$3.5B AUM0.01%$202,93314.6KQ4 2025OLDER
Pathstone Holdings, LLC$25.1B AUM0.01%$1M115.0KQ1 2026OLDER
Kestra Advisory Services, LLC$26.4B AUM0.01%$1M113.6KQ1 2026OLDER
HighTower Advisors, LLC$94.2B AUM0.00%$5M374.0KQ1 2026OLDER
Sumitomo Mitsui Trust Group, Inc.$154.5B AUM0.00%$7M601.1KQ1 2026OLDER
Quadrature Capital Ltd$8.4B AUM0.00%$426,39730.7KQ4 2025OLDER
GPS Wealth Strategies Group, LLC$117M AUM0.00%$38,2192.7KQ3 2025OLDER
Farther Finance Advisors, LLC$10.6B AUM0.00%$425,33434.6KQ1 2026OLDER
Nicholas Hoffman & Company, LLC.$4.3B AUM0.00%$148,80012.0KQ1 2026OLDER
Mill Creek Capital Advisors, LLC$4.9B AUM0.00%$149,94112.1KQ1 2026OLDER
Rockefeller Capital Management L.P.$56.4B AUM0.00%$2M135.8KQ1 2026OLDER
UBS Group AG$666.3B AUM0.00%$17M1.40MQ1 2026OLDER
Advisory Services Network, LLC$7.5B AUM0.00%$191,28215.4KQ1 2026OLDER
BANK OF AMERICA CORP /DE/$1.37T AUM0.00%$34M2.74MQ1 2026OLDER
Mariner, LLC$85.7B AUM0.00%$2M160.7KQ1 2026OLDER
Qube Research & Technologies Ltd$89.9B AUM0.00%$2M156.8KQ3 2025OLDER
Allworth Financial LP$24.7B AUM0.00%$548,54344.2KQ1 2026OLDER
&PARTNERS$20.2B AUM0.00%$421,31434.0KQ1 2026OLDER
COMERICA BANK$25.1B AUM0.00%$516,11737.1KQ4 2025OLDER
Lido Advisors, LLC$32.7B AUM0.00%$672,55354.2KQ1 2026OLDER
Concurrent Investment Advisors, LLC$9.2B AUM0.00%$173,88612.5KQ4 2025OLDER
Cerity Partners LLC$70.8B AUM0.00%$1M105.8KQ1 2026OLDER
BOKF, NA$6.5B AUM0.00%$120,9009.8KQ1 2026OLDER
FRANKLIN RESOURCES INC$408.3B AUM0.00%$7M586.0KQ1 2026OLDER
OSAIC HOLDINGS, INC.$68.3B AUM0.00%$1M95.2KQ1 2026OLDER
WealthCollab, LLC$243M AUM0.00%$3,968320Q1 2026OLDER
Blue Trust, Inc.$8.7B AUM0.00%$138,4969.7KQ3 2025OLDER
Legal & General Group Plc$432.4B AUM0.00%$6M500.2KQ1 2026OLDER
ROGCO, LP$300M AUM0.00%$4,216340Q1 2026OLDER
NFSG Corp$608M AUM0.00%$7,776559Q4 2025OLDER
COMMONWEALTH EQUITY SERVICES, LLC$71.6B AUM0.00%$768,93062.0KQ1 2026OLDER
WFA of San Diego, LLC$125M AUM0.00%$1,391100Q4 2025OLDER
Waverly Advisors, LLC$13.4B AUM0.00%$124,00010.0KQ1 2026OLDER
Quarry LP$558M AUM0.00%$5,842420Q4 2025OLDER
Neuberger Berman Group LLC$131.4B AUM0.00%$1M96.6KQ1 2026OLDER
Kimelman & Baird, LLC$1.2B AUM0.00%$11,400800Q3 2025OLDER
MORGAN STANLEY$1.67T AUM0.00%$15M1.04MQ1 2026OLDER
BALYASNY ASSET MANAGEMENT L.P.$77.1B AUM0.00%$637,05051.4KQ1 2026OLDER
FIFTH THIRD BANCORP$54.7B AUM0.00%$430,96234.8KQ1 2026OLDER
FLAGSHIP HARBOR ADVISORS, LLC$2.3B AUM0.00%$15,1591.1KQ4 2025OLDER
MARSHALL WACE, LLP$100.4B AUM0.00%$671,63247.1KQ3 2025OLDER
Sanctuary Advisors, LLC$18.5B AUM0.00%$125,61210.1KQ1 2026OLDER
Schonfeld Strategic Advisors LLC$14.2B AUM0.00%$150,54710.8KQ4 2025OLDER
Global Retirement Partners, LLC$5.6B AUM0.00%$34,7752.5KQ4 2025OLDER
Dougherty Wealth Advisers LLC$158M AUM0.00%$62050Q1 2026OLDER
BLAIR WILLIAM & CO/IL$34.9B AUM0.00%$147,33110.3KQ3 2025OLDER
LPL Financial LLC$376.6B AUM0.00%$1M115.8KQ1 2026OLDER
MAI Capital Management$17.7B AUM0.00%$64,2455.2KQ1 2026OLDER
MML INVESTORS SERVICES, LLC$36.1B AUM0.00%$126,77010.2KQ1 2026OLDER
Corient Private Wealth LLC$69.9B AUM0.00%$252,77718.2KQ4 2025OLDER
AdvisorNet Financial, Inc$1.9B AUM0.00%$6,200500Q1 2026OLDER
RAYMOND JAMES FINANCIAL INC$324.4B AUM0.00%$968,51278.1KQ1 2026OLDER
Focus Partners Wealth$89.9B AUM0.00%$239,68317.2KQ4 2025OLDER
JANE STREET GROUP, LLC$777.2B AUM0.00%$2M167.5KQ1 2026OLDER
NOMURA HOLDINGS INC$37.7B AUM0.00%$197,34114.2KQ4 2025OLDER
AMERIPRISE FINANCIAL INC$431.8B AUM0.00%$1M86.7KQ1 2026OLDER
WELLS FARGO & COMPANY/MN$530.3B AUM0.00%$1M104.0KQ2 2026
Tower Research Capital LLC (TRC)$3.8B AUM0.00%$8,916719Q1 2026OLDER
Steward Partners Investment Advisory, LLC$19.6B AUM0.00%$43,2573.5KQ1 2026OLDER
CITIGROUP INC$234.5B AUM0.00%$454,10531.9KQ3 2025OLDER
Cetera Investment Advisers$94.0B AUM0.00%$168,19312.1KQ4 2025OLDER
ROYAL BANK OF CANADA$570.1B AUM0.00%$938,00075.6KQ1 2026OLDER
Creative Planning$147.4B AUM0.00%$208,24616.8KQ1 2026OLDER
CITADEL ADVISORS LLC$618.5B AUM0.00%$803,92964.8KQ1 2026OLDER
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$162.4B AUM0.00%$160,87813.0KQ1 2026OLDER
MILLENNIUM MANAGEMENT LLC$240.3B AUM0.00%$224,62618.1KQ1 2026OLDER
Invesco Ltd.$653.3B AUM0.00%$599,75148.4KQ1 2026OLDER
IMC-Chicago, LLC$278.4B AUM0.00%$237,77616.7KQ3 2025OLDER
Wealthspire Advisors, LLC$12.7B AUM0.00%$14,2651.0KQ3 2025OLDER
Bank of New York Mellon Corp$543.9B AUM0.00%$376,24527.0KQ4 2025OLDER
Caitong International Asset Management Co., Ltd$541M AUM0.00%$32226Q1 2026OLDER
BlackRock, Inc.$5.72T AUM0.00%$3M204.9KQ1 2026OLDER
GAMMA Investing LLC$2.7B AUM0.00%$77054Q3 2025OLDER
STATE STREET CORP$2.90T AUM0.00%$1M78.8KQ4 2025OLDER
SUSQUEHANNA INTERNATIONAL GROUP, LLP$893.3B AUM0.00%$285,20023.0KQ1 2026OLDER
NORTHERN TRUST CORP$756.6B AUM0.00%$176,72514.3KQ1 2026OLDER
PRICE T ROWE ASSOCIATES INC /MD/$865M AUM0.00%$15712.6KQ1 2026OLDER
BNP PARIBAS FINANCIAL MARKETS$205.8B AUM0.00%$32,2772.6KQ1 2026OLDER
CWM, LLC$38.1B AUM0.00%$4,749383Q1 2026OLDER
Federation des caisses Desjardins du Quebec$27.8B AUM0.00%$2,476200Q1 2026OLDER
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$481.0B AUM0.00%$37,2003.0KQ1 2026OLDER
JPMORGAN CHASE & CO$1.56T AUM0.00%$25,4962.1KQ1 2026OLDER
JONES FINANCIAL COMPANIES LLLP$208.1B AUM0.00%$1,204100Q1 2026OLDER
SIMPLEX TRADING, LLC$149.1B AUM0.00%$625Q1 2026OLDER
FMR LLC$1.90T AUM0.00%$504Q1 2026OLDER

Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.