Who owns BSM
Which tracked institutional funds hold BSM, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See BSM company fundamentals →
Ownership as of the 2026-Q2 13F filings (latest filed 2026-08-24). 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.
How the tape is positioned
The tracked-fund tape on BSM is one-sided between 2026-Q1 and 2026-Q2: 11 added or opened and 36 trimmed or exited — on balance reducing.
A prompt to read the filings, not a verdict. 13F is a quarter-end snapshot disclosed up to 45 days late; a fund adds or exits for mandate, benchmark, and timing reasons that have nothing to do with a view on the stock. This is a starting question, not a signal to trade.
Conviction spread
BSM’s largest tracked holder by dollar value, MORGAN STANLEY, sizes it at 0.0% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 0.0pp gap the other way — the median holder sizes BSM more heavily than its largest holder by dollar value does.
Book-share is each fund’s reported value in BSM divided by its whole reported 13F book, so it is comparable across funds of different sizes and is unaffected by stock splits. A higher share means a fund has committed more of its book to the name — a starting question about conviction, not a verdict or a signal to trade.
Institutional & insider positioning
Between 2026-Q1 and 2026-Q2, across 192 tracked filers holding BSM, 73 increased or opened the position and 66 reduced or closed it; over the same quarter, open-market insider Form 4s were net sales.
This fuses two public signals for the same quarter — how tracked institutions changed their positions and whether insiders bought or sold in the open market. It describes what was filed; it is a starting question, not a verdict or a signal to trade.
New buyers & exits
Funds opening or closing a position in BSM between the 2026-Q1 and 2026-Q2 13F filings, and the largest changes among funds holding it in both. New buyers and exits are counted on fund presence (split-invariant); adds and trims are measured on reported value.
New buyers 4
- BlackRock, Inc.$6M
- Freestone Capital Holdings, LLC$3M
- Argent Trust Co$2M
- CITADEL ADVISORS LLC$1M
Full exits 8
- HighTower Advisors, LLC$9M
- Cambridge Investment Research Advisors, Inc.$6M
- HRT FINANCIAL LP$3M
- CHASE INVESTMENT COUNSEL CORP$1M
- Invesco Ltd.$1M
- SIMPLEX TRADING, LLC$896K
Largest adds
- GOLDMAN SACHS GROUP INC$1M
- Long Corridor Asset Management Ltd$621K
- WELLS FARGO & COMPANY/MN$617K
- FIRST TRUST ADVISORS LP$449K
- Arax Advisory Partners$426K
- Rockefeller Capital Management L.P.$420K
Largest trims
- William Marsh Rice University$7M
- FMR LLC$5M
- CITIGROUP INC$3M
- INVESTMENT MANAGEMENT ASSOCIATES INC /ADV$3M
- BANK OF AMERICA CORP /DE/$3M
- PENN DAVIS MCFARLAND INC$2M
Institutional holders
One row per tracked fund, most shares held first (every row is from one quarter; reported value breaks ties). “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding.
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| MORGAN STANLEY added | 8,899,403 | $124M | 20.9% | 2026-Q2 |
| William Marsh Rice University | 5,663,476 | $79M | 13.3% | 2026-Q2 |
| FMR LLC trimmed | 4,518,071 | $63M | 10.6% | 2026-Q2 |
| BANK OF AMERICA CORP /DE/ trimmed | 2,080,058 | $29M | 4.9% | 2026-Q2 |
| PENN DAVIS MCFARLAND INC trimmed | 1,958,137 | $27M | 4.6% | 2026-Q2 |
| INVESTMENT MANAGEMENT ASSOCIATES INC /ADV trimmed | 1,848,184 | $26M | 4.3% | 2026-Q2 |
| NATIXIS | 1,579,900 | $22M | 3.7% | 2026-Q2 |
| AMERIPRISE FINANCIAL INC | 1,181,399 | $17M | 2.8% | 2026-Q2 |
| Long Corridor Asset Management Ltd added | 880,000 | $12M | 2.1% | 2026-Q2 |
| BROWN ADVISORY INC trimmed | 870,666 | $12M | 2.0% | 2026-Q2 |
| Mudita Advisors LLP | 760,877 | $11M | 1.8% | 2026-Q2 |
| ING GROEP NV | 728,600 | $10M | 1.7% | 2026-Q2 |
| Fayez Sarofim & Co | 633,364 | $9M | 1.5% | 2026-Q2 |
| Saber Capital Managment, LLC added | 616,921 | $9M | 1.4% | 2026-Q2 |
| Cresset Asset Management, LLC | 602,282 | $8M | 1.4% | 2026-Q2 |
| EPACRIA CAPITAL PARTNERS, LLC | 580,716 | $8M | 1.4% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN added | 491,892 | $7M | 1.2% | 2026-Q2 |
| BlackRock, Inc. added | 451,042 | $6M | 1.1% | 2026-Q2 |
| CITIGROUP INC trimmed | 349,820 | $5M | 0.8% | 2026-Q2 |
| Lummis Asset Management, LP | 343,843 | $5M | 0.9% | 2026-Q2 |
| CHILTON CAPITAL MANAGEMENT LLC trimmed | 337,263 | $5M | 0.8% | 2026-Q2 |
| FIRST TRUST ADVISORS LP added | 301,902 | $4M | 0.7% | 2026-Q2 |
| Forum Financial Management, LP | 300,000 | $4M | 0.7% | 2026-Q2 |
| NORTHERN TRUST CORP | 298,164 | $4M | 0.7% | 2026-Q2 |
| GraniteShares Advisors LLC added | 206,254 | $3M | 0.5% | 2026-Q2 |
| UBS Group AG added | 202,308 | $3M | 0.5% | 2026-Q2 |
| Freestone Capital Holdings, LLC new | 200,000 | $3M | 0.5% | 2026-Q2 |
| REGIONS FINANCIAL CORP trimmed | 196,349 | $3M | 0.5% | 2026-Q2 |
| EVERGREEN CAPITAL MANAGEMENT LLC trimmed | 194,470 | $3M | 0.5% | 2026-Q2 |
| GOLDMAN SACHS GROUP INC added | 189,440 | $3M | 0.4% | 2026-Q2 |
| Hill Investment Group Partners, LLC | 177,487 | $2M | 0.4% | 2026-Q2 |
| LPL Financial LLC trimmed | 166,849 | $2M | 0.4% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC trimmed | 162,784 | $2M | 0.4% | 2026-Q2 |
| STIFEL FINANCIAL CORP trimmed | 157,802 | $2M | 0.4% | 2026-Q2 |
| HORIZON KINETICS ASSET MANAGEMENT LLC | 151,238 | $2M | 0.4% | 2026-Q2 |
| Board of Trustees of The Leland Stanford Junior University | 147,852 | $2M | 0.3% | 2026-Q2 |
| FIDUCIENT ADVISORS LLC | 142,237 | $2M | 0.3% | 2026-Q2 |
| AlphaCore Capital LLC | 138,860 | $2M | 0.3% | 2026-Q2 |
| Mraz, Amerine & Associates, Inc. trimmed | 130,976 | $2M | 0.3% | 2026-Q2 |
| Argent Trust Co new | 123,596 | $2M | 0.3% | 2026-Q2 |
| Bahl & Gaynor LLC trimmed | 122,500 | $2M | 0.3% | 2026-Q2 |
| ROYAL BANK OF CANADA added | 122,484 | $2M | 0.3% | 2026-Q2 |
| MCDANIEL TERRY & CO | 119,987 | $2M | 0.3% | 2026-Q2 |
| Rare Wolf Capital LLC trimmed | 116,893 | $2M | 0.3% | 2026-Q2 |
| Americana Partners, LLC trimmed | 113,047 | $2M | 0.3% | 2026-Q2 |
| Beacon Pointe Advisors, LLC added | 108,613 | $2M | 0.3% | 2026-Q2 |
| Ashton Thomas Private Wealth, LLC added | 105,214 | $1M | 0.2% | 2026-Q2 |
| LMG Wealth Partners, LLC | 101,824 | $1M | 0.2% | 2026-Q2 |
| RAHLFS CAPITAL, LLC | 100,062 | $1M | 0.2% | 2026-Q2 |
| BOKF, NA | 98,000 | $1M | 0.2% | 2026-Q2 |
| MERCER GLOBAL ADVISORS INC /ADV added | 95,369 | $1M | 0.2% | 2026-Q2 |
| Corient Private Wealth LP added | 93,846 | $1M | 0.2% | 2026-Q2 |
| HOWARD FINANCIAL SERVICES, LTD. added | 92,418 | $1M | 0.2% | 2026-Q2 |
| CITADEL ADVISORS LLC trimmed | 89,225 | $1M | 0.2% | 2026-Q2 |
| Savant Capital, LLC trimmed | 87,271 | $1M | 0.2% | 2026-Q2 |
| Gem Investment Advisors, LLC | 84,632 | $1M | 0.2% | 2026-Q2 |
| EXCHANGE TRADED CONCEPTS, LLC added | 83,530 | $1M | 0.2% | 2026-Q2 |
| Tweedy, Browne Co LLC added | 83,530 | $1M | 0.2% | 2026-Q2 |
| ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ | 82,533 | $1M | 0.2% | 2026-Q2 |
| Cullen/Frost Bankers, Inc. trimmed | 76,528 | $1M | 0.2% | 2026-Q2 |
| Independent Advisor Alliance added | 75,170 | $1M | 0.2% | 2026-Q2 |
| AVENIR CORP | 73,900 | $1M | 0.2% | 2026-Q2 |
| O'Brien Greene & Co. Inc trimmed | 70,000 | $978K | 0.2% | 2026-Q2 |
| Gruss & Co., LLC trimmed | 68,516 | $957K | 0.2% | 2026-Q2 |
| Bramshill Investments, LLC added | 68,451 | $956K | 0.2% | 2026-Q2 |
| Moors & Cabot, Inc. added | 61,200 | $855K | 0.1% | 2026-Q2 |
| DOLIVER ADVISORS, LP added | 59,827 | $836K | 0.1% | 2026-Q2 |
| CALDWELL SUTTER CAPITAL, INC. trimmed | 55,490 | $775K | 0.1% | 2026-Q2 |
| Icon Wealth Advisors, LLC trimmed | 53,564 | $748K | 0.1% | 2026-Q2 |
| RWA WEALTH PARTNERS, LLC added | 53,203 | $743K | 0.1% | 2026-Q2 |
| FRANKLIN RESOURCES INC trimmed | 52,922 | $739K | 0.1% | 2026-Q2 |
| Sumitomo Mitsui Trust Group, Inc. | 50,000 | $698K | 0.1% | 2026-Q2 |
| Clear Harbor Asset Management, LLC | 49,307 | $689K | 0.1% | 2026-Q2 |
| Aristides Capital LLC added | 45,740 | $639K | 0.1% | 2026-Q2 |
| Advisory Services Network, LLC added | 45,677 | $638K | 0.1% | 2026-Q2 |
| JONES FINANCIAL COMPANIES LLLP added | 43,654 | $616K | 0.1% | 2026-Q2 |
| Family Manage LLC | 39,767 | $556K | 0.1% | 2026-Q2 |
| Cetera Investment Advisers added | 39,602 | $553K | 0.1% | 2026-Q2 |
| Quantinno Capital Management LP trimmed | 39,188 | $547K | 0.1% | 2026-Q2 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. trimmed | 39,114 | $546K | 0.1% | 2026-Q2 |
| Fort Sheridan Advisors LLC | 35,867 | $501K | 0.1% | 2026-Q2 |
| Rockefeller Capital Management L.P. added | 34,786 | $486K | 0.1% | 2026-Q2 |
| US BANCORP \DE\ | 34,775 | $486K | 0.1% | 2026-Q2 |
| Redhawk Wealth Advisors, Inc. added | 34,279 | $479K | 0.1% | 2026-Q2 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP trimmed | 34,175 | $477K | 0.1% | 2026-Q2 |
| Mariner, LLC trimmed | 33,734 | $471K | 0.1% | 2026-Q2 |
| Arax Advisory Partners added | 33,126 | $463K | 0.1% | 2026-Q2 |
| SPIRIT OF AMERICA MANAGEMENT CORP/NY trimmed | 32,999 | $461K | 0.1% | 2026-Q2 |
| JFS WEALTH ADVISORS, LLC | 32,747 | $457K | 0.1% | 2026-Q2 |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | 32,746 | $457K | 0.1% | 2026-Q2 |
| Pekin Hardy Strauss, Inc. added | 32,456 | $453K | 0.1% | 2026-Q2 |
| Avidian Wealth Enterprises, LLC | 32,000 | $447K | 0.1% | 2026-Q2 |
| GRANDFIELD & DODD, LLC | 30,382 | $424K | 0.1% | 2026-Q2 |
| DRW Securities, LLC trimmed | 29,949 | $418K | 0.1% | 2026-Q2 |
| Jump Financial, LLC trimmed | 29,600 | $414K | 0.1% | 2026-Q2 |
| First Eagle Investment Management, LLC trimmed | 29,285 | $409K | 0.1% | 2026-Q2 |
| HUNTINGTON NATIONAL BANK added | 27,765 | $388K | 0.1% | 2026-Q2 |
| Hyperion Capital Advisors LP | 27,222 | $380K | 0.1% | 2026-Q2 |
| TWO SIGMA SECURITIES, LLC added | 27,013 | $377K | 0.1% | 2026-Q2 |
| MGO ONE SEVEN LLC added | 26,751 | $374K | 0.1% | 2026-Q2 |
Ownership over time
Tracked institutional holder count and total shares held by filing quarter (independent scales). The curated-era tail and any mid-ingest latest quarter are handled honestly — a partial quarter is not drawn as a collapse.
Reading this table
Funds hold the same stock for different reasons — an index fund “holds” almost everything, an active manager sizes a name to a mandate and a benchmark, and each fund entered at its own price and time. Because 13F is filed up to 45 days after quarter-end, every row is a backward-looking snapshot; a manager may have traded since. Share-class siblings (a company’s A and C shares) are rolled up to one line so a dual-class name is never double-counted. Compare like-for-like. A large holder is not an endorsement, and a fund exiting is not a warning — this is a starting question, not a verdict.
About 13F filings
A Form 13F is a quarterly disclosure that institutional investment managers with over $100 million in US-listed equities must file with the SEC. In plain English: it is a snapshot of the long stock positions a fund held at the end of a quarter. It covers long US-listed equities only — not short positions, options, cash, or private holdings — and the funds shown are the large sample we track, not the complete 13F universe.