BCSF

Bain Capital Specialty Finan$12.99 1.09%
UnclassifiedUSCUSIP 05684B107· EOD Jul 16, 2026◍ Confluence graph
Tracked 13F Holders
89
-4 QoQ
13F Value (tracked)
$213.7M
Insider Net · 180d
$29K
1↑ 0↓
Recent Filings
7
Smart-money sentimentBullish
BearishBullish
13F funds (latest Q)23 adding · 12 trimming
Insider net (180d)+$29K

Price & smart-money activity

$12.99 1.09%5Y -14.6%
$10.65$12.74$14.84$16.93$19.022021202220232024202520261367133610957717512141612191326820152115131818102612152119162517202234
Hover for who · click for detailEnd-of-day closing prices52w $11.98 – $15.66

Top institutional holders

89 tracked 13F filers
1 source-reported value row is withheld because the reported units do not agree with same-security peers. Share counts remain visible and unchanged.
#FundPosition valueSharesLast moveAs ofHistory
1BANK OF AMERICA CORP /DE/
$33.9M
2.7M
−15%
Reduced · −465K sh
Q1 2026
2Cresset Asset Management, LLC
$25.7M
2.1M
+19%
Added · +325K sh
Q1 2026
3TWO SIGMA INVESTMENTS, LP
$18.8M
1.5M
+140%
Added · +885K sh
Q1 2026
4UBS Group AG
$17.4M
1.4M
−13%
Reduced · −203K sh
Q1 2026
5DIMENSION CAPITAL MANAGEMENT LLC
$15.2M
1.2M
+51%
Added · +414K sh
Q1 2026
6MORGAN STANLEY
$14.2M
1.1M
+9.9%
Added · +103K sh
Q1 2026
7VAN ECK ASSOCIATES CORP
Withheld
1.1M
−18%
Reduced · −249K sh
Q1 2026
8Sumitomo Mitsui Trust Group, Inc.
$7.5M
601K
Held
Q1 2026
9FRANKLIN RESOURCES INC
$7.3M
586K
+16%
Added · +80K sh
Q1 2026
10Russell Investments Group, Ltd.
$6.6M
533K
+197%
Added · +353K sh
Q1 2026
11Legal & General Group Plc
$6.2M
500K
+8.3%
Added · +38K sh
Q1 2026
12HighTower Advisors, LLC
$4.6M
374K
+443%
Added · +305K sh
Q1 2026
13Hennion & Walsh Asset Management, Inc.
$4.6M
370K
+4.0%
Added · +14K sh
Q2 2026
14Advisors Asset Management, Inc.
$2.9M
234K
+4.3%
Added · +10K sh
Q1 2026
15Arax Advisory Partners
$2.9M
230K
46×
Added · +225K sh
Q1 2026
16BlackRock, Inc.
$2.5M
205K
−44%
Reduced · −164K sh
Q1 2026
17Texas Yale Capital Corp.
$2.0M
164K
+2.5%
Added · +4K sh
Q1 2026
18Mariner, LLC
$2.0M
161K
−2.4%
Reduced · −4K sh
Q1 2026
19JANE STREET GROUP, LLC
$1.8M
145K
+90%
Added · +69K sh
Q1 2026
20Trexquant Investment LP
$1.7M
139K
+35%
Added · +36K sh
Q1 2026
21Rockefeller Capital Management L.P.
$1.7M
136K
−73%
Reduced · −372K sh
Q1 2026
22Lansforsakringar Fondforvaltning AB (publ)
$1.5M
119K
+16%
Added · +16K sh
Q1 2026
23LPL Financial LLC
$1.4M
116K
+10%
Added · +11K sh
Q1 2026
24Pathstone Holdings, LLC
$1.4M
115K
~0%
Added · +1 sh
Q1 2026
25HAGER INVESTMENT MANAGEMENT SERVICES, LLC
$1.4M
115K
−9.8%
Reduced · −13K sh
Q2 2026

Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.

Fund activity: latest quarter

Opened (NEW)
7
funds
Added
16
funds
Reduced
12
funds
Exited
0
funds

Funds that own BCSF also own

CompanyCo-held byCombined value
MICROSOFT CORPMSFT37 funds$10.9B
BROADCOM INCAVGO37 funds$5.7B
VISA INC-CLASS A SHARESV37 funds$2.5B
COSTCO WHOLESALE CORPCOST37 funds$2.5B
BLACKSTONE INCBX37 funds$558.4M
NVIDIA CORPNVDA36 funds$14.9B
META PLATFORMS INC-CLASS AMETA36 funds$5.0B
JPMORGAN CHASE & COJPM36 funds$4.4B
TESLA INCTSLA36 funds$3.2B
ELI LILLY & COLLY36 funds$2.8B
WALMART INCWMT36 funds$2.5B
CHEVRON CORPCVX36 funds$1.9B

Ranked by how many of BCSF's institutional holders also hold each name, a cross-fund conviction signal.

Insider activity (Form 4)

Full insider page →
Buys · 180d
$29K
1 insiders
Sells · 180d
$0
0 insiders
Net
$29K
1 P/S txns
Signal
Net Buying
open-market
DateInsiderRoleActionSharesValue
Mar 3, 2026Rusnak-Carlson SabrinaGeneral CounselBuy (P)2K$29K
Mar 17, 2025Richer Clare StackDirectorBuy (P)2K$25K
Aug 10, 2022Richer Clare StackDirectorBuy (P)3K$50K
Mar 25, 2022Hough Thomas A.DirectorBuy (P)6K$100K
Mar 3, 2022Richer Clare StackDirectorBuy (P)3K$50K
Feb 25, 2022Butte AmyDirectorBuy (P)1K$21K
May 11, 2021Richer Clare StackDirectorBuy (P)2K$25K

Institutional ownership over time

89 funds+14 since Q3 2024
04793Q3 2024Q1 2025Q3 2025Q1 2026
funds holding aggregate valuelatest $215.1M · 1 values withheld

Recent filings

7 shown

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Ask your agent what changed in BCSF

This stock page is the public Follow view. For one current, evidence-backed answer, use capital_change_brief through REST or MCP. It compares tracked 13F changes with qualifying Form 4 activity and cites the SEC evidence.

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curl -H "Authorization: Bearer YOUR_API_KEY" \
  "https://arkolith.com/api/v1/stocks/BCSF/capital-change-brief"
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Use Arkolith's capital_change_brief for BCSF.
Tell me what changed, whether insider activity
corroborates it, and cite the SEC evidence.

13F holdings + Form 4 insider transactions + end-of-day price history + the live filing stream, joined for BCSF. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.