Who owns BXSL (BXSL)
Which tracked institutional funds hold BXSL, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See BXSL 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
61 tracked funds added or opened BXSL while 134 trimmed or exited it between 2025-Q4 and 2026-Q1 — the tape is split. When large holders disagree on a name, the funds moving first are sometimes ahead of the story.
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
BXSL’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 0.1% of theirs — a 0.1pp gap the other way — the median holder sizes BXSL more heavily than its largest holder by dollar value does.
Book-share is each fund’s reported value in BXSL 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 378 tracked filers holding BXSL, 212 increased or opened the position and 185 reduced or closed it; over the same quarter, open-market insider Form 4s were net purchases.
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 BXSL 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 21
- STRS OHIO$95M
- KING STREET CAPITAL MANAGEMENT, L.P.$30M
- SOROS FUND MANAGEMENT LLC$21M
- RIVERNORTH CAPITAL MANAGEMENT, LLC$6M
- Bell Bank$6M
- Truvestments Capital LLC$2M
Full exits 35
- CCLA Investment Management$34M
- Empyrean Capital Partners, LP$20M
- Janney Montgomery Scott LLC$9M
- CITADEL ADVISORS LLC$8M
- Aberdeen Group plc$5M
- Qube Research & Technologies Ltd$5M
Largest adds
- BlackRock, Inc.$13M
- Russell Investments Group, Ltd.$12M
- WELLS FARGO & COMPANY/MN$9M
- Cresset Asset Management, LLC$8M
- BROWN BROTHERS HARRIMAN & CO$8M
- Rockefeller Capital Management L.P.$7M
Largest trims
- VAN ECK ASSOCIATES CORP$85M
- BANK OF AMERICA CORP /DE/$25M
- Corient Private Wealth LLC$19M
- NOMURA ASSET MANAGEMENT CO LTD$16M
- Advisors Capital Management, LLC$15M
- TWO SIGMA INVESTMENTS, LP$15M
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 | 5,997,970 | $142M | 6.9% | 2026-Q1 |
| BANK OF AMERICA CORP /DE/ trimmed | 5,758,410 | $136M | 6.7% | 2026-Q1 |
| UBS Group AG trimmed | 4,728,295 | $112M | 5.5% | 2026-Q1 |
| STRS OHIO new | 4,000,000 | $95M | 4.6% | 2026-Q1 |
| NOMURA ASSET MANAGEMENT CO LTD trimmed | 3,561,909 | $84M | 4.1% | 2026-Q1 |
| Blackstone Inc. | 3,206,530 | $76M | 3.7% | 2026-Q1 |
| Ensign Peak Advisors, Inc added | 2,602,115 | $62M | 3.0% | 2026-Q1 |
| Corient Private Wealth LLC trimmed | 2,525,700 | $60M | 2.9% | 2026-Q1 |
| Generali Asset Management SPA SGR added | 2,519,480 | $60M | 2.9% | 2026-Q1 |
| OMERS ADMINISTRATION Corp added | 2,216,715 | $53M | 2.6% | 2026-Q1 |
| VAN ECK ASSOCIATES CORP trimmed | 2,120,478 | $50M | 2.4% | 2026-Q1 |
| WELLS FARGO & COMPANY/MN added | 2,036,874 | $48M | 2.4% | 2026-Q1 |
| Sound Income Strategies, LLC added | 1,720,419 | $40M | 2.0% | 2026-Q1 |
| JPMORGAN CHASE & CO added | 1,418,617 | $34M | 1.6% | 2026-Q1 |
| ROYAL BANK OF CANADA added | 1,421,532 | $34M | 1.6% | 2026-Q1 |
| Creative Planning trimmed | 1,360,717 | $32M | 1.6% | 2026-Q1 |
| KING STREET CAPITAL MANAGEMENT, L.P. new | 1,250,000 | $30M | 1.4% | 2026-Q1 |
| Muzinich & Co., Inc. added | 1,188,414 | $28M | 1.4% | 2026-Q1 |
| Cresset Asset Management, LLC added | 951,273 | $23M | 1.1% | 2026-Q1 |
| HighTower Advisors, LLC trimmed | 957,122 | $23M | 1.1% | 2026-Q1 |
| Sumitomo Mitsui Trust Group, Inc. added | 896,548 | $21M | 1.0% | 2026-Q1 |
| SOROS FUND MANAGEMENT LLC new | 867,500 | $21M | 1.0% | 2026-Q1 |
| AMERIPRISE FINANCIAL INC added | 842,067 | $20M | 1.0% | 2026-Q1 |
| ARES MANAGEMENT LLC added | 805,687 | $19M | 0.9% | 2026-Q1 |
| Progeny 3, Inc. | 772,156 | $18M | 0.9% | 2026-Q1 |
| BlackRock, Inc. added | 761,001 | $18M | 0.9% | 2026-Q1 |
| Altshuler Shaham Ltd | 750,000 | $18M | 0.9% | 2026-Q1 |
| Russell Investments Group, Ltd. added | 727,097 | $17M | 0.8% | 2026-Q1 |
| RAYMOND JAMES FINANCIAL INC trimmed | 682,895 | $16M | 0.8% | 2026-Q1 |
| Allen Investment Management, LLC trimmed | 666,316 | $16M | 0.8% | 2026-Q1 |
| LPL Financial LLC trimmed | 628,714 | $15M | 0.7% | 2026-Q1 |
| TWO SIGMA INVESTMENTS, LP trimmed | 627,213 | $15M | 0.7% | 2026-Q1 |
| FRANKLIN RESOURCES INC trimmed | 609,133 | $14M | 0.7% | 2026-Q1 |
| Border to Coast Pensions Partnership Ltd added | 600,000 | $14M | 0.7% | 2026-Q1 |
| MILLENNIUM MANAGEMENT LLC trimmed | 569,578 | $13M | 0.7% | 2026-Q1 |
| FMR LLC trimmed | 569,380 | $13M | 0.7% | 2026-Q1 |
| D. E. Shaw & Co., Inc. added | 480,810 | $11M | 0.6% | 2026-Q1 |
| Rockefeller Capital Management L.P. added | 474,721 | $11M | 0.5% | 2026-Q1 |
| Global Strategic Investment Solutions, LLC trimmed | 404,737 | $10M | 0.5% | 2026-Q1 |
| John & Kathleen Schreiber Foundation | 381,581 | $9M | 0.4% | 2026-Q1 |
| STANSBERRY ASSET MANAGEMENT, LLC added | 370,774 | $9M | 0.4% | 2026-Q1 |
| Cetera Investment Advisers added | 339,422 | $8M | 0.4% | 2026-Q1 |
| BROWN BROTHERS HARRIMAN & CO added | 331,921 | $8M | 0.4% | 2026-Q1 |
| ENVESTNET ASSET MANAGEMENT INC trimmed | 315,501 | $7M | 0.4% | 2026-Q1 |
| M&G PLC | 300,000 | $7M | 0.4% | 2026-Q1 |
| Beacon Pointe Advisors, LLC added | 299,092 | $7M | 0.3% | 2026-Q1 |
| STATE STREET CORP added | 282,740 | $7M | 0.3% | 2026-Q1 |
| LaFleur & Godfrey LLC added | 279,435 | $7M | 0.3% | 2026-Q1 |
| Trexquant Investment LP trimmed | 277,005 | $7M | 0.3% | 2026-Q1 |
| BNP PARIBAS FINANCIAL MARKETS added | 266,501 | $6M | 0.3% | 2026-Q1 |
| SHIKIAR ASSET MANAGEMENT INC trimmed | 264,940 | $6M | 0.3% | 2026-Q1 |
| OSAIC HOLDINGS, INC. trimmed | 264,299 | $6M | 0.3% | 2026-Q1 |
| JANE STREET GROUP, LLC added | 260,550 | $6M | 0.3% | 2026-Q1 |
| Perissos Private Wealth Management, LLC trimmed | 257,329 | $6M | 0.3% | 2026-Q1 |
| QVT Financial LP added | 249,634 | $6M | 0.3% | 2026-Q1 |
| Columbus Macro, LLC added | 248,048 | $6M | 0.3% | 2026-Q1 |
| RIVERNORTH CAPITAL MANAGEMENT, LLC new | 244,289 | $6M | 0.3% | 2026-Q1 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP added | 243,749 | $6M | 0.3% | 2026-Q1 |
| Steward Partners Investment Advisory, LLC added | 238,612 | $6M | 0.3% | 2026-Q1 |
| SFMG, LLC trimmed | 232,861 | $6M | 0.3% | 2026-Q1 |
| Bell Bank new | 232,851 | $6M | 0.3% | 2026-Q1 |
| Prota Financial, LLC added | 228,873 | $5M | 0.3% | 2026-Q1 |
| Focus Partners Wealth added | 217,591 | $5M | 0.3% | 2026-Q1 |
| DENALI ADVISORS LLC trimmed | 204,149 | $5M | 0.2% | 2026-Q1 |
| Amplius Wealth Advisors, LLC trimmed | 191,700 | $5M | 0.2% | 2026-Q1 |
| Advisors Asset Management, Inc. added | 189,960 | $5M | 0.2% | 2026-Q1 |
| First National Trust Co | 187,201 | $4M | 0.2% | 2026-Q1 |
| Quadrant Private Wealth Management, LLC trimmed | 181,220 | $4M | 0.2% | 2026-Q1 |
| STIFEL FINANCIAL CORP trimmed | 156,065 | $4M | 0.2% | 2026-Q1 |
| Americana Partners, LLC added | 154,050 | $4M | 0.2% | 2026-Q1 |
| Cambridge Investment Research Advisors, Inc. trimmed | 149,740 | $4M | 0.2% | 2026-Q1 |
| Baird Financial Group, Inc. trimmed | 149,449 | $4M | 0.2% | 2026-Q1 |
| GOLDMAN SACHS GROUP INC added | 147,729 | $3M | 0.2% | 2026-Q1 |
| Venture Visionary Partners LLC added | 145,992 | $3M | 0.2% | 2026-Q1 |
| CONFLUENCE INVESTMENT MANAGEMENT LLC trimmed | 144,047 | $3M | 0.2% | 2026-Q1 |
| Sanctuary Advisors, LLC added | 141,828 | $3M | 0.2% | 2026-Q1 |
| Naviter Wealth, LLC added | 136,408 | $3M | 0.2% | 2026-Q1 |
| TRANSCEND CAPITAL ADVISORS, LLC added | 139,077 | $3M | 0.2% | 2026-Q1 |
| Northeast Financial Consultants Inc added | 3,359,523 | $103M | 5.0% | 2025-Q2 stale |
| CCLA Investment Management trimmed | 1,287,641 | $34M | 1.7% | 2025-Q4 stale |
| ALLIANCEBERNSTEIN L.P. added | 749,175 | $23M | 1.1% | 2025-Q2 stale |
| MARSHALL WACE, LLP added | 869,964 | $23M | 1.1% | 2025-Q3 stale |
| Empyrean Capital Partners, LP new | 765,000 | $20M | 1.0% | 2025-Q4 stale |
| BAILLIE GIFFORD & CO added | 505,229 | $16M | 0.8% | 2025-Q1 stale |
| NAN FUNG TRINITY (HK) LTD trimmed | 524,068 | $14M | 0.7% | 2025-Q3 stale |
| Janney Montgomery Scott LLC trimmed | 357,450 | $9M | 0.5% | 2025-Q4 stale |
| CITADEL ADVISORS LLC trimmed | 295,615 | $8M | 0.4% | 2025-Q4 stale |
| POTENTIA WEALTH trimmed | 274,797 | $7M | 0.3% | 2025-Q3 stale |
| LGT CAPITAL PARTNERS LTD. | 229,000 | $7M | 0.3% | 2025-Q2 stale |
| IBEX WEALTH ADVISORS added | 235,705 | $6M | 0.3% | 2025-Q3 stale |
| Aberdeen Group plc added | 203,521 | $5M | 0.3% | 2025-Q4 stale |
| Qube Research & Technologies Ltd trimmed | 203,159 | $5M | 0.3% | 2025-Q4 stale |
| PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. trimmed | 154,704 | $5M | 0.2% | 2025-Q1 stale |
| CWC Advisors, LLC. added | 166,498 | $4M | 0.2% | 2025-Q4 stale |
| Pine Valley Investments Ltd Liability Co trimmed | 164,221 | $4M | 0.2% | 2025-Q4 stale |
| King Wealth Management Group trimmed | 148,078 | $4M | 0.2% | 2025-Q4 stale |
| Schonfeld Strategic Advisors LLC added | 142,962 | $4M | 0.2% | 2025-Q4 stale |
| Cubist Systematic Strategies, LLC added | 141,689 | $4M | 0.2% | 2025-Q3 stale |
| BluePointe Capital Management, LLC added | 102,677 | $3M | 0.2% | 2025-Q1 stale |
| BECK CAPITAL MANAGEMENT, LLC trimmed | 126,327 | $3M | 0.2% | 2025-Q4 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.