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Institutional Ownership · SEC Form 13F

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.

378
Institutional holders
82,521,390
Shares held (tracked funds)
35.6%
Of shares outstanding

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).

FundSharesReported value% of valueQuarter
MORGAN STANLEY added5,997,970$142M6.9%2026-Q1
BANK OF AMERICA CORP /DE/ trimmed5,758,410$136M6.7%2026-Q1
UBS Group AG trimmed4,728,295$112M5.5%2026-Q1
STRS OHIO new4,000,000$95M4.6%2026-Q1
NOMURA ASSET MANAGEMENT CO LTD trimmed3,561,909$84M4.1%2026-Q1
Blackstone Inc.3,206,530$76M3.7%2026-Q1
Ensign Peak Advisors, Inc added2,602,115$62M3.0%2026-Q1
Corient Private Wealth LLC trimmed2,525,700$60M2.9%2026-Q1
Generali Asset Management SPA SGR added2,519,480$60M2.9%2026-Q1
OMERS ADMINISTRATION Corp added2,216,715$53M2.6%2026-Q1
VAN ECK ASSOCIATES CORP trimmed2,120,478$50M2.4%2026-Q1
WELLS FARGO & COMPANY/MN added2,036,874$48M2.4%2026-Q1
Sound Income Strategies, LLC added1,720,419$40M2.0%2026-Q1
JPMORGAN CHASE & CO added1,418,617$34M1.6%2026-Q1
ROYAL BANK OF CANADA added1,421,532$34M1.6%2026-Q1
Creative Planning trimmed1,360,717$32M1.6%2026-Q1
KING STREET CAPITAL MANAGEMENT, L.P. new1,250,000$30M1.4%2026-Q1
Muzinich & Co., Inc. added1,188,414$28M1.4%2026-Q1
Cresset Asset Management, LLC added951,273$23M1.1%2026-Q1
HighTower Advisors, LLC trimmed957,122$23M1.1%2026-Q1
Sumitomo Mitsui Trust Group, Inc. added896,548$21M1.0%2026-Q1
SOROS FUND MANAGEMENT LLC new867,500$21M1.0%2026-Q1
AMERIPRISE FINANCIAL INC added842,067$20M1.0%2026-Q1
ARES MANAGEMENT LLC added805,687$19M0.9%2026-Q1
Progeny 3, Inc.772,156$18M0.9%2026-Q1
BlackRock, Inc. added761,001$18M0.9%2026-Q1
Altshuler Shaham Ltd750,000$18M0.9%2026-Q1
Russell Investments Group, Ltd. added727,097$17M0.8%2026-Q1
RAYMOND JAMES FINANCIAL INC trimmed682,895$16M0.8%2026-Q1
Allen Investment Management, LLC trimmed666,316$16M0.8%2026-Q1
LPL Financial LLC trimmed628,714$15M0.7%2026-Q1
TWO SIGMA INVESTMENTS, LP trimmed627,213$15M0.7%2026-Q1
FRANKLIN RESOURCES INC trimmed609,133$14M0.7%2026-Q1
Border to Coast Pensions Partnership Ltd added600,000$14M0.7%2026-Q1
MILLENNIUM MANAGEMENT LLC trimmed569,578$13M0.7%2026-Q1
FMR LLC trimmed569,380$13M0.7%2026-Q1
D. E. Shaw & Co., Inc. added480,810$11M0.6%2026-Q1
Rockefeller Capital Management L.P. added474,721$11M0.5%2026-Q1
Global Strategic Investment Solutions, LLC trimmed404,737$10M0.5%2026-Q1
John & Kathleen Schreiber Foundation381,581$9M0.4%2026-Q1
STANSBERRY ASSET MANAGEMENT, LLC added370,774$9M0.4%2026-Q1
Cetera Investment Advisers added339,422$8M0.4%2026-Q1
BROWN BROTHERS HARRIMAN & CO added331,921$8M0.4%2026-Q1
ENVESTNET ASSET MANAGEMENT INC trimmed315,501$7M0.4%2026-Q1
M&G PLC300,000$7M0.4%2026-Q1
Beacon Pointe Advisors, LLC added299,092$7M0.3%2026-Q1
STATE STREET CORP added282,740$7M0.3%2026-Q1
LaFleur & Godfrey LLC added279,435$7M0.3%2026-Q1
Trexquant Investment LP trimmed277,005$7M0.3%2026-Q1
BNP PARIBAS FINANCIAL MARKETS added266,501$6M0.3%2026-Q1
SHIKIAR ASSET MANAGEMENT INC trimmed264,940$6M0.3%2026-Q1
OSAIC HOLDINGS, INC. trimmed264,299$6M0.3%2026-Q1
JANE STREET GROUP, LLC added260,550$6M0.3%2026-Q1
Perissos Private Wealth Management, LLC trimmed257,329$6M0.3%2026-Q1
QVT Financial LP added249,634$6M0.3%2026-Q1
Columbus Macro, LLC added248,048$6M0.3%2026-Q1
RIVERNORTH CAPITAL MANAGEMENT, LLC new244,289$6M0.3%2026-Q1
SUSQUEHANNA INTERNATIONAL GROUP, LLP added243,749$6M0.3%2026-Q1
Steward Partners Investment Advisory, LLC added238,612$6M0.3%2026-Q1
SFMG, LLC trimmed232,861$6M0.3%2026-Q1
Bell Bank new232,851$6M0.3%2026-Q1
Prota Financial, LLC added228,873$5M0.3%2026-Q1
Focus Partners Wealth added217,591$5M0.3%2026-Q1
DENALI ADVISORS LLC trimmed204,149$5M0.2%2026-Q1
Amplius Wealth Advisors, LLC trimmed191,700$5M0.2%2026-Q1
Advisors Asset Management, Inc. added189,960$5M0.2%2026-Q1
First National Trust Co187,201$4M0.2%2026-Q1
Quadrant Private Wealth Management, LLC trimmed181,220$4M0.2%2026-Q1
STIFEL FINANCIAL CORP trimmed156,065$4M0.2%2026-Q1
Americana Partners, LLC added154,050$4M0.2%2026-Q1
Cambridge Investment Research Advisors, Inc. trimmed149,740$4M0.2%2026-Q1
Baird Financial Group, Inc. trimmed149,449$4M0.2%2026-Q1
GOLDMAN SACHS GROUP INC added147,729$3M0.2%2026-Q1
Venture Visionary Partners LLC added145,992$3M0.2%2026-Q1
CONFLUENCE INVESTMENT MANAGEMENT LLC trimmed144,047$3M0.2%2026-Q1
Sanctuary Advisors, LLC added141,828$3M0.2%2026-Q1
Naviter Wealth, LLC added136,408$3M0.2%2026-Q1
TRANSCEND CAPITAL ADVISORS, LLC added139,077$3M0.2%2026-Q1
Northeast Financial Consultants Inc added3,359,523$103M5.0%2025-Q2 stale
CCLA Investment Management trimmed1,287,641$34M1.7%2025-Q4 stale
ALLIANCEBERNSTEIN L.P. added749,175$23M1.1%2025-Q2 stale
MARSHALL WACE, LLP added869,964$23M1.1%2025-Q3 stale
Empyrean Capital Partners, LP new765,000$20M1.0%2025-Q4 stale
BAILLIE GIFFORD & CO added505,229$16M0.8%2025-Q1 stale
NAN FUNG TRINITY (HK) LTD trimmed524,068$14M0.7%2025-Q3 stale
Janney Montgomery Scott LLC trimmed357,450$9M0.5%2025-Q4 stale
CITADEL ADVISORS LLC trimmed295,615$8M0.4%2025-Q4 stale
POTENTIA WEALTH trimmed274,797$7M0.3%2025-Q3 stale
LGT CAPITAL PARTNERS LTD.229,000$7M0.3%2025-Q2 stale
IBEX WEALTH ADVISORS added235,705$6M0.3%2025-Q3 stale
Aberdeen Group plc added203,521$5M0.3%2025-Q4 stale
Qube Research & Technologies Ltd trimmed203,159$5M0.3%2025-Q4 stale
PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. trimmed154,704$5M0.2%2025-Q1 stale
CWC Advisors, LLC. added166,498$4M0.2%2025-Q4 stale
Pine Valley Investments Ltd Liability Co trimmed164,221$4M0.2%2025-Q4 stale
King Wealth Management Group trimmed148,078$4M0.2%2025-Q4 stale
Schonfeld Strategic Advisors LLC added142,962$4M0.2%2025-Q4 stale
Cubist Systematic Strategies, LLC added141,689$4M0.2%2025-Q3 stale
BluePointe Capital Management, LLC added102,677$3M0.2%2025-Q1 stale
BECK CAPITAL MANAGEMENT, LLC trimmed126,327$3M0.2%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.

HoldersTotal shares

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.

Learn how to read institutional ownership