Who owns BSM (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-Q1 13F filings. 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 2025-Q4 and 2026-Q1: 40 added or opened and 11 trimmed or exited — on balance accumulating.
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 2025-Q4 and 2026-Q1, across 192 tracked filers holding BSM, 71 increased or opened the position and 61 reduced or closed it; over the same quarter, open-market insider Form 4 buying and selling roughly offset.
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 2025-Q4 and 2026-Q1 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
- AMERIPRISE FINANCIAL INC$18M
- Long Corridor Asset Management Ltd$12M
- BOKF, NA$1M
- Ashton Thomas Private Wealth, LLC$1M
Full exits 5
- KEMPNER CAPITAL MANAGEMENT INC.$6M
- CITADEL ADVISORS LLC$3M
- CIBC Private Wealth Group LLC$2M
- Jefferies Financial Group Inc.$829K
- Vident Advisory, LLC$740K
Largest adds
- FMR LLC$44M
- MORGAN STANLEY$31M
- William Marsh Rice University$10M
- PENN DAVIS MCFARLAND INC$3M
- INVESTMENT MANAGEMENT ASSOCIATES INC /ADV$3M
- BANK OF AMERICA CORP /DE/$3M
Largest trims
- UBS Group AG$5M
- REGIONS FINANCIAL CORP$2M
- CITIGROUP INC$2M
- Corient Private Wealth LLC$2M
- FIDUCIENT ADVISORS LLC$1M
- JONES FINANCIAL COMPANIES LLLP$653K
Institutional holders
One row per tracked fund, largest reported value first. “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding. Rows marked stale are from an earlier filing than the security’s latest quarter — that fund is absent from the newest snapshot (position exited, or reported under a different name).
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| MORGAN STANLEY added | 8,271,758 | $125M | 18.7% | 2026-Q1 |
| William Marsh Rice University | 5,663,476 | $86M | 12.8% | 2026-Q1 |
| FMR LLC added | 4,537,171 | $69M | 10.2% | 2026-Q1 |
| BANK OF AMERICA CORP /DE/ trimmed | 2,107,292 | $32M | 4.8% | 2026-Q1 |
| PENN DAVIS MCFARLAND INC trimmed | 1,959,588 | $30M | 4.4% | 2026-Q1 |
| INVESTMENT MANAGEMENT ASSOCIATES INC /ADV trimmed | 1,901,002 | $29M | 4.3% | 2026-Q1 |
| NATIXIS | 1,579,900 | $24M | 3.6% | 2026-Q1 |
| AMERIPRISE FINANCIAL INC added | 1,181,399 | $18M | 2.7% | 2026-Q1 |
| BROWN ADVISORY INC | 878,003 | $13M | 2.0% | 2026-Q1 |
| Long Corridor Asset Management Ltd new | 772,000 | $12M | 1.7% | 2026-Q1 |
| Mudita Advisors LLP | 760,877 | $12M | 1.7% | 2026-Q1 |
| ING GROEP NV | 728,600 | $11M | 1.6% | 2026-Q1 |
| Fayez Sarofim & Co added | 633,364 | $10M | 1.4% | 2026-Q1 |
| HighTower Advisors, LLC added | 616,557 | $9M | 1.4% | 2026-Q1 |
| Cresset Asset Management, LLC added | 602,282 | $9M | 1.4% | 2026-Q1 |
| EPACRIA CAPITAL PARTNERS, LLC | 580,716 | $9M | 1.3% | 2026-Q1 |
| Saber Capital Managment, LLC trimmed | 572,399 | $9M | 1.3% | 2026-Q1 |
| CITIGROUP INC trimmed | 546,633 | $8M | 1.2% | 2026-Q1 |
| WELLS FARGO & COMPANY/MN added | 413,669 | $6M | 0.9% | 2026-Q1 |
| Cambridge Investment Research Advisors, Inc. added | 407,455 | $6M | 0.9% | 2026-Q1 |
| CHILTON CAPITAL MANAGEMENT LLC | 337,472 | $5M | 0.8% | 2026-Q1 |
| Lummis Asset Management, LP added | 343,843 | $5M | 0.7% | 2026-Q1 |
| Forum Financial Management, LP | 300,000 | $5M | 0.7% | 2026-Q1 |
| NORTHERN TRUST CORP | 298,164 | $5M | 0.7% | 2026-Q1 |
| FIRST TRUST ADVISORS LP trimmed | 249,262 | $4M | 0.6% | 2026-Q1 |
| REGIONS FINANCIAL CORP trimmed | 201,349 | $3M | 0.5% | 2026-Q1 |
| EVERGREEN CAPITAL MANAGEMENT LLC trimmed | 197,960 | $3M | 0.4% | 2026-Q1 |
| UBS Group AG trimmed | 192,626 | $3M | 0.4% | 2026-Q1 |
| HRT FINANCIAL LP trimmed | 182,791 | $3M | 0.4% | 2026-Q1 |
| GraniteShares Advisors LLC trimmed | 179,254 | $3M | 0.4% | 2026-Q1 |
| Hill Investment Group Partners, LLC | 177,487 | $3M | 0.4% | 2026-Q1 |
| Jump Financial, LLC added | 175,692 | $3M | 0.4% | 2026-Q1 |
| LPL Financial LLC trimmed | 171,640 | $3M | 0.4% | 2026-Q1 |
| RAYMOND JAMES FINANCIAL INC added | 171,076 | $3M | 0.4% | 2026-Q1 |
| STIFEL FINANCIAL CORP added | 161,887 | $2M | 0.4% | 2026-Q1 |
| HORIZON KINETICS ASSET MANAGEMENT LLC | 151,238 | $2M | 0.3% | 2026-Q1 |
| Board of Trustees of The Leland Stanford Junior University | 147,852 | $2M | 0.3% | 2026-Q1 |
| FIDUCIENT ADVISORS LLC trimmed | 142,237 | $2M | 0.3% | 2026-Q1 |
| AlphaCore Capital LLC added | 138,860 | $2M | 0.3% | 2026-Q1 |
| Mraz, Amerine & Associates, Inc. | 133,651 | $2M | 0.3% | 2026-Q1 |
| BAHL & GAYNOR INC | 131,500 | $2M | 0.3% | 2026-Q1 |
| Cullen/Frost Bankers, Inc. trimmed | 123,715 | $2M | 0.3% | 2026-Q1 |
| Rare Wolf Capital LLC added | 122,876 | $2M | 0.3% | 2026-Q1 |
| ROYAL BANK OF CANADA added | 121,536 | $2M | 0.3% | 2026-Q1 |
| MCDANIEL TERRY & CO | 119,987 | $2M | 0.3% | 2026-Q1 |
| Americana Partners, LLC trimmed | 117,547 | $2M | 0.3% | 2026-Q1 |
| GOLDMAN SACHS GROUP INC added | 106,782 | $2M | 0.2% | 2026-Q1 |
| Beacon Pointe Advisors, LLC added | 102,206 | $2M | 0.2% | 2026-Q1 |
| LMG Wealth Partners, LLC | 101,824 | $2M | 0.2% | 2026-Q1 |
| RAHLFS CAPITAL, LLC | 100,062 | $2M | 0.2% | 2026-Q1 |
| O'Brien Greene & Co. Inc | 100,000 | $2M | 0.2% | 2026-Q1 |
| BOKF, NA added | 98,000 | $1M | 0.2% | 2026-Q1 |
| Ashton Thomas Private Wealth, LLC new | 95,749 | $1M | 0.2% | 2026-Q1 |
| MERCER GLOBAL ADVISORS INC /ADV added | 93,756 | $1M | 0.2% | 2026-Q1 |
| HOWARD FINANCIAL SERVICES, LTD. added | 92,233 | $1M | 0.2% | 2026-Q1 |
| Savant Capital, LLC trimmed | 87,579 | $1M | 0.2% | 2026-Q1 |
| Gem Investment Advisors, LLC | 84,632 | $1M | 0.2% | 2026-Q1 |
| ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ | 82,533 | $1M | 0.2% | 2026-Q1 |
| EXCHANGE TRADED CONCEPTS, LLC added | 77,364 | $1M | 0.2% | 2026-Q1 |
| Tweedy, Browne Co LLC added | 77,364 | $1M | 0.2% | 2026-Q1 |
| CHASE INVESTMENT COUNSEL CORP | 75,577 | $1M | 0.2% | 2026-Q1 |
| Independent Advisor Alliance added | 75,126 | $1M | 0.2% | 2026-Q1 |
| Invesco Ltd. added | 74,014 | $1M | 0.2% | 2026-Q1 |
| AVENIR CORP | 73,900 | $1M | 0.2% | 2026-Q1 |
| Gruss & Co., LLC | 71,016 | $1M | 0.2% | 2026-Q1 |
| Corient Private Wealth LLC trimmed | 66,974 | $1M | 0.2% | 2026-Q1 |
| Bramshill Investments, LLC trimmed | 65,096 | $984K | 0.1% | 2026-Q1 |
| Icon Wealth Advisors, LLC trimmed | 67,989 | $971K | 0.1% | 2026-Q1 |
| FRANKLIN RESOURCES INC | 63,214 | $956K | 0.1% | 2026-Q1 |
| Moors & Cabot, Inc. trimmed | 60,700 | $918K | 0.1% | 2026-Q1 |
| SIMPLEX TRADING, LLC added | 59,237 | $896K | 0.1% | 2026-Q1 |
| Welch & Forbes LLC | 58,966 | $892K | 0.1% | 2026-Q1 |
| CALDWELL SUTTER CAPITAL, INC. | 55,790 | $844K | 0.1% | 2026-Q1 |
| Sumitomo Mitsui Trust Group, Inc. | 50,000 | $756K | 0.1% | 2026-Q1 |
| Clear Harbor Asset Management, LLC | 49,307 | $746K | 0.1% | 2026-Q1 |
| DOLIVER ADVISORS, LP added | 45,877 | $694K | 0.1% | 2026-Q1 |
| RWA WEALTH PARTNERS, LLC trimmed | 44,949 | $680K | 0.1% | 2026-Q1 |
| Advocate Investing Services LLC added | 43,948 | $664K | 0.1% | 2026-Q1 |
| Quantinno Capital Management LP added | 42,516 | $643K | 0.1% | 2026-Q1 |
| Aristides Capital LLC added | 42,330 | $640K | 0.1% | 2026-Q1 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. added | 42,066 | $636K | 0.1% | 2026-Q1 |
| Advisory Services Network, LLC trimmed | 41,327 | $625K | 0.1% | 2026-Q1 |
| Mariner, LLC added | 40,166 | $607K | 0.1% | 2026-Q1 |
| Family Manage LLC | 39,767 | $601K | 0.1% | 2026-Q1 |
| JANE STREET GROUP, LLC trimmed | 38,714 | $585K | 0.1% | 2026-Q1 |
| SPIRIT OF AMERICA MANAGEMENT CORP/NY | 37,999 | $575K | 0.1% | 2026-Q1 |
| Concorde Financial Corp added | 656,670 | $9M | 1.3% | 2025-Q3 stale |
| KEMPNER CAPITAL MANAGEMENT INC. trimmed | 439,295 | $6M | 0.9% | 2025-Q4 stale |
| Clarus Group, Inc. | 333,996 | $4M | 0.7% | 2025-Q3 stale |
| CITADEL ADVISORS LLC added | 219,456 | $3M | 0.4% | 2025-Q4 stale |
| CIBC Private Wealth Group LLC added | 164,140 | $2M | 0.3% | 2025-Q4 stale |
| Anthracite Investment Company, Inc. | 88,104 | $1M | 0.2% | 2025-Q2 stale |
| Rangeley Capital, LLC new | 78,173 | $1M | 0.2% | 2025-Q3 stale |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP added | 72,301 | $950K | 0.1% | 2025-Q3 stale |
| ENVESTNET ASSET MANAGEMENT INC trimmed | 58,036 | $886K | 0.1% | 2025-Q1 stale |
| Jefferies Financial Group Inc. | 62,400 | $829K | 0.1% | 2025-Q4 stale |
| Bristlecone Advisors, LLC added | 49,347 | $754K | 0.1% | 2025-Q1 stale |
| Vident Advisory, LLC trimmed | 55,687 | $740K | 0.1% | 2025-Q4 stale |
| DRW Securities, LLC new | 55,010 | $723K | 0.1% | 2025-Q3 stale |
| FourWorld Capital Management LLC new | 49,714 | $653K | 0.1% | 2025-Q3 stale |
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.