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BCSF Institutional Ownership

Bain Capital Specialty Finance, Inc.
1W: +3.2% 1M: -6.1% 3M: -17.5% YTD: -25.1% 1Y: -23.5% 3Y: -10.5% 5Y: +10.6%
$10.45
+0.40 (+3.98%)
 
Weekly Expected Move ±3.1%
$9 $10 $10 $10 $11
NYSE · Financial Services · Asset Management · Tech Score Sell · Power 34 · $677.9M mcap · 64M float · 0.677% daily turnover · Short 55% of daily vol
Credit Risk of going bust: not rated, financial company (lending is its business) Bonds: $31.9M held by 88 funds, 255 bp over Treasuries → details ▾
Not rated: lending and leverage are a financial company's business, which the model misreads.
Bond figures are fund-reported marks (SEC N-PORT) as of Jul 2026. How these are computed.
Overview News Chart Smart Money Financials Income Statement Cash Flow Balance Sheet Earnings
Dividends Analysis Technicals Weather Peers ESG Institutions ETF Exposure Dark Pool Short Interest Supply Chain

Institutional Ownership — BCSF

147
Institutional Holders
-12 vs prior quarter
0.0%
Ownership
+0.00pp
$458M
Total Invested
18
New Positions
46
Increased
63
Reduced
18
Closed
1.00
Put/Call Ratio

Ownership Trends

Top Institutional Holders (169 total)

# Holder Shares Value Change Change % Holding Period Filing
1 Bain Capital Credit, LP 11,822,433 $124M — +0.0% 26Q SEC ↗
2 BANK OF AMERICA CORP /DE 2,540,286 $27M -197,189 -7.2% 15Q SEC ↗
3 Cresset Asset Management, LLC 2,394,561 $25M +321,717 +15.5% 7Q SEC ↗
4 UBS Group AG 1,460,135 $15M +55,587 +4.0% 31Q SEC ↗
5 VAN ECK ASSOCIATES CORP 1,378,326 $14M +253,902 +22.6% 15Q SEC ↗
6 TWO SIGMA INVESTMENTS, LP 1,374,383 $14M -140,572 -9.3% 27Q SEC ↗
7 MORGAN STANLEY 1,254,889 $13M +108,756 +9.5% 31Q SEC ↗
8 DIMENSION CAPITAL MANAGEMENT LLC 1,253,662 $13M +29,172 +2.4% 31Q SEC ↗
9 Melia Wealth LLC 872,753 $9M -290,335 -25.0% 11Q SEC ↗
10 Muzinich & Co., Inc. 846,759 $9M +45,502 +5.7% 31Q SEC ↗
11 Russell Investments Group, Ltd. 779,032 $8M +246,500 +46.3% 3Q SEC ↗
12 FRANKLIN RESOURCES INC 643,797 $7M +57,798 +9.9% 10Q SEC ↗
13 Sumitomo Mitsui Trust Group, Inc. 617,822 $6M +16,725 +2.8% 26Q SEC ↗
14 ARES MANAGEMENT LLC 588,471 $6M +493,817 +521.7% 21Q SEC ↗
15 Legal & General Group Plc 541,547 $6M +41,334 +8.3% 16Q SEC ↗
16 Arax Advisory Partners 482,581 $5M +252,531 +109.8% 5Q SEC ↗
17 ENVESTNET ASSET MANAGEMENT INC NEW 457,491 $5M — +0.0% 1Q SEC ↗
18 Columbus Macro, LLC NEW 451,309 $5M — +0.0% 1Q SEC ↗
19 CAZ INVESTMENTS LP 448,201 $5M +438,201 +4382.0% 2Q SEC ↗
20 Cetera Investment Advisers NEW 445,675 $5M — +0.0% 1Q SEC ↗
21 Hennion & Walsh Asset Management, Inc. 370,141 $4M +14,238 +4.0% 22Q SEC ↗
22 GCM Grosvenor Holdings, LLC NEW 315,000 $3M — +0.0% 1Q SEC ↗
23 HighTower Advisors, LLC 313,570 $3M -60,402 -16.2% 29Q SEC ↗
24 North Ground Capital 224,000 $2M -109,982 -32.9% 4Q SEC ↗
25 Advisors Asset Management, Inc. 221,091 $2M -13,026 -5.6% 13Q SEC ↗
26 Callodine Capital Management, LP 200,000 $2M +92,651 +86.3% 3Q SEC ↗
27 BlackRock, Inc. 195,937 $2M -8,973 -4.4% 8Q SEC ↗
28 Mariner, LLC 160,671 $2M — +0.0% 16Q SEC ↗
29 Texas Yale Capital Corp. 154,197 $2M -9,355 -5.7% 30Q SEC ↗
30 XTX Topco Ltd 152,032 $2M +47,500 +45.4% 4Q SEC ↗
31 Pathstone Holdings, LLC 127,062 $1M +12,092 +10.5% 11Q SEC ↗
32 LPL Financial LLC 125,070 $1M +9,255 +8.0% 23Q SEC ↗
33 Kestra Advisory Services, LLC 120,706 $1M +7,091 +6.2% 24Q SEC ↗
34 HAGER INVESTMENT MANAGEMENT SERVICES, 114,900 $1M -12,530 -9.8% 7Q SEC ↗
35 Rockefeller Capital Management L.P. 110,578 $1M -25,215 -18.6% 25Q SEC ↗
36 Cerity Partners LLC 109,301 $1M +3,473 +3.3% 3Q SEC ↗
37 WELLS FARGO & COMPANY/MN 105,368 $1M +1,416 +1.4% 30Q SEC ↗
38 Curated Wealth Partners LLC 100,000 $1M — +0.0% 3Q SEC ↗
39 NORDEN GROUP LLC 97,227 $1M +27,005 +38.5% 12Q SEC ↗
40 Privium Fund Management (UK) Ltd NEW 95,551 $999K — +0.0% 1Q SEC ↗
41 Trexquant Investment LP 92,973 $972K -46,021 -33.1% 15Q SEC ↗
42 Heritage Trust Co 91,325 $954K — +0.0% 5Q SEC ↗
43 NEUBERGER BERMAN GROUP LLC 88,351 $923K -8,282 -8.6% 20Q SEC ↗
44 CONFLUENCE INVESTMENT MANAGEMENT LLC 87,630 $916K +946 +1.1% 12Q SEC ↗
45 AMERIPRISE FINANCIAL INC 85,214 $890K -1,459 -1.7% 16Q SEC ↗
46 Cerberus Capital Management, L.P. 85,000 $888K — +0.0% 2Q SEC ↗
47 Campbell & CO Investment Adviser LLC 82,139 $858K +5,754 +7.5% 9Q SEC ↗
48 OSAIC HOLDINGS, INC. 81,536 $852K -13,663 -14.4% 26Q SEC ↗
49 RAYMOND JAMES FINANCIAL INC 75,595 $790K -2,510 -3.2% 7Q SEC ↗
50 United Advisor Group, LLC 74,946 $783K +1,153 +1.6% 10Q SEC ↗

Recent Activity

Sold Out (20)
HolderPrev SharesPrev Value
PANORAMIC INVESTMENT ADVISORS, LLC 1,163,189 $12M
JANE STREET GROUP, LLC 145,001 $2M
Lansforsakringar Fondforvaltning AB 119,266 $1M
STATE STREET CORP 78,772 $823K
Dynamic Technology Lab Private Ltd 56,253 $588K
Balyasny Asset Management L.P. 51,375 $537K
Quadrature Capital Ltd 30,654 $320K
Quantbot Technologies LP 28,152 $294K
CITADEL ADVISORS LLC 27,533 $288K
Bank of New York Mellon Corp 27,049 $283K
Kovack Advisors, Inc. 21,653 $226K
Entropy Technologies, LP 21,479 $224K
FOX RUN MANAGEMENT, L.L.C. 20,481 $214K
EAGLE GLOBAL ADVISORS LLC 18,710 $196K
MILLENNIUM MANAGEMENT LLC 18,115 $189K
nVerses Capital, LLC 17,290 $181K
Focus Partners Wealth 17,231 $180K
Virtu Financial LLC 12,839 $134K
Concurrent Investment Advisors, LLC 12,501 $131K
Nicholas Hoffman & Company, LLC. 12,000 $125K
Biggest Increases (20)
HolderAddedChange %Total Shares
ARES MANAGEMENT LLC +493,817 +521.7% 588,471
CAZ INVESTMENTS LP +438,201 +4382.0% 448,201
Cresset Asset Management, LLC +321,717 +15.5% 2,394,561
VAN ECK ASSOCIATES CORP +253,902 +22.6% 1,378,326
Arax Advisory Partners +252,531 +109.8% 482,581
Russell Investments Group, Ltd. +246,500 +46.3% 779,032
MORGAN STANLEY +108,756 +9.5% 1,254,889
Callodine Capital Management, LP +92,651 +86.3% 200,000
FRANKLIN RESOURCES INC +57,798 +9.9% 643,797
UBS Group AG +55,587 +4.0% 1,460,135
XTX Topco Ltd +47,500 +45.4% 152,032
Muzinich & Co., Inc. +45,502 +5.7% 846,759
Legal & General Group Plc +41,334 +8.3% 541,547
DIMENSION CAPITAL MANAGEMENT LLC +29,172 +2.4% 1,253,662
NORDEN GROUP LLC +27,005 +38.5% 97,227
Sumitomo Mitsui Trust Group, Inc. +16,725 +2.8% 617,822
Hennion & Walsh Asset Management, I +14,238 +4.0% 370,141
Pathstone Holdings, LLC +12,092 +10.5% 127,062
PDT Partners, LLC +11,754 +82.4% 26,013
U.S. Capital Wealth Advisors, LLC +10,000 +59.8% 26,715
Biggest Decreases (20)
HolderReducedChange %Total Shares
Melia Wealth LLC -290,335 -25.0% 872,753
BANK OF AMERICA CORP /DE -197,189 -7.2% 2,540,286
TWO SIGMA INVESTMENTS, LP -140,572 -9.3% 1,374,383
BI Asset Management Fondsmaeglersel -132,106 -82.0% 28,938
North Ground Capital -109,982 -32.9% 224,000
HighTower Advisors, LLC -60,402 -16.2% 313,570
Trexquant Investment LP -46,021 -33.1% 92,973
Alpine Global Management, LLC -36,015 -35.5% 65,369
Rockefeller Capital Management L.P. -25,215 -18.6% 110,578
Allworth Financial LP -18,970 -42.9% 25,267
INDEPENDENT FINANCIAL GROUP, LLC -17,364 -32.9% 35,386
OSAIC HOLDINGS, INC. -13,663 -14.4% 81,536
Advisors Asset Management, Inc. -13,026 -5.6% 221,091
NORTHWESTERN MUTUAL WEALTH MANAGEME -12,956 -99.9% 18
HAGER INVESTMENT MANAGEMENT SERVICE -12,530 -9.8% 114,900
Virtus Investment Advisers, LLC -9,678 -22.8% 32,810
Texas Yale Capital Corp. -9,355 -5.7% 154,197
BlackRock, Inc. -8,973 -4.4% 195,937
ROYAL BANK OF CANADA -8,928 -11.8% 66,701
Beaumont Financial Advisors, LLC -8,340 -21.2% 31,039

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For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms