183 tracked 13F filers disclose a position in BSM as of the latest SEC 13F filings, a combined $538.1M in reported value. 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 | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | MORGAN STANLEY | $125.1M | 8.3M | ▲+16% Added · +1.2M sh | Q1 2026 | |
| 2 | FMR LLC | $68.6M | 4.5M | ▲+141% Added · +2.7M sh | Q1 2026 | |
| 3 | BANK OF AMERICA CORP /DE/ | $31.9M | 2.1M | ▼−3.1% Reduced · −68K sh | Q1 2026 | |
| 4 | PENN DAVIS MCFARLAND INC | $27.4M | 2.0M | ▼−0.1% Reduced · −1K sh | Q2 2026 | |
| 5 | INVESTMENT MANAGEMENT ASSOCIATES INC /ADV | $25.8M | 1.8M | ▼−2.8% Reduced · −53K sh | Q2 2026 | |
| 6 | NATIXIS | $23.9M | 1.6M | —Held | Q1 2026 | |
| 7 | AMERIPRISE FINANCIAL INC | $17.9M | 1.2M | ▲New +1.2M sh | Q1 2026 | |
| 8 | Long Corridor Asset Management Ltd | $12.3M | 880K | ▲+14% Added · +108K sh | Q2 2026 | |
| 9 | BROWN ADVISORY INC | $13.3M | 878K | —Held | Q1 2026 | |
| 10 | ING GROEP NV | $11.0M | 729K | —Held | Q1 2026 | |
| 11 | FAYEZ SAROFIM & CO | $9.6M | 633K | ▲+17% Added · +94K sh | Q1 2026 | |
| 12 | Saber Capital Managment, LLC | $8.6M | 617K | ▲+7.8% Added · +45K sh | Q2 2026 | |
| 13 | HighTower Advisors, LLC | $9.3M | 617K | ▲+1.9% Added · +11K sh | Q1 2026 | |
| 14 | Cresset Asset Management, LLC | $8.4M | 602K | —Held | Q2 2026 | |
| 15 | EPACRIA CAPITAL PARTNERS, LLC | $8.8M | 581K | —Held | Q1 2026 | |
| 16 | CITIGROUP INC | $8.3M | 547K | ▼−28% Reduced · −208K sh | Q1 2026 | |
| 17 | WELLS FARGO & COMPANY/MN | $6.3M | 414K | ▲+14% Added · +52K sh | Q1 2026 | |
| 18 | Lummis Asset Management, LP | $5.1M | 344K | —Held | Q2 2026 | |
| 19 | CHILTON CAPITAL MANAGEMENT LLC | $4.7M | 337K | ▼−0.1% Reduced · −209 sh | Q2 2026 | |
| 20 | Forum Financial Management, LP | $4.2M | 300K | —Held | Q2 2026 | |
| 21 | NORTHERN TRUST CORP | $4.5M | 298K | —Held | Q1 2026 | |
| 22 | FIRST TRUST ADVISORS LP | $3.8M | 249K | ▼−12% Reduced · −35K sh | Q1 2026 | |
| 23 | GraniteShares Advisors LLC | $2.9M | 206K | ▲+15% Added · +27K sh | Q2 2026 | |
| 24 | Freestone Capital Holdings, LLC | $2.8M | 200K | ▲New +200K sh | Q2 2026 | |
| 25 | REGIONS FINANCIAL CORP | $2.7M | 196K | ▼−2.5% Reduced · −5K 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.
Last quarter, 1 fund opened a new position in BSM and 19 added to an existing one, while 15 reduced and 0 exited entirely — based on 13F filings from active, signal-eligible managers (passive index funds and other mechanical holders are excluded from this count).
| Company | Co-held by | Combined value |
|---|---|---|
| ALPHABET INC-CL AGOOGL | 94 funds | $18.5B |
| MICROSOFT CORPMSFT | 93 funds | $33.0B |
| AMAZON.COM INCAMZN | 91 funds | $21.8B |
| BERKSHIRE HATHAWAY INC-CL BBRK/B | 90 funds | $4.1B |
| NVIDIA CORPNVDA | 89 funds | $37.3B |
| APPLE INCAAPL | 87 funds | $32.8B |
| ALPHABET INC-CL CGOOG | 85 funds | $18.2B |
| META PLATFORMS INC-CLASS AMETA | 85 funds | $13.8B |
| JOHNSON & JOHNSONJNJ | 85 funds | $6.3B |
| BROADCOM INCAVGO | 83 funds | $15.8B |
| JPMORGAN CHASE & COJPM | 81 funds | $10.0B |
| ELI LILLY & COLLY | 81 funds | $8.6B |
Ranked by how many of BSM's institutional holders also hold each name, a cross-fund conviction signal.
| Date | Insider | Role | Action | Shares | Value |
|---|---|---|---|---|---|
| Aug 6, 2026 | Whitehead James | Director | Sell (S) | 498K | $6.6M |
| Aug 6, 2026 | Whitehead James | Director | Sell (S) | 1.6M | $21.5M |
| Jun 1, 2026 | DeWalch D Mark | Director | Buy (P) | 36K | $495K |
| May 29, 2026 | DeWalch D Mark | Director | Buy (P) | 36K | $490K |
| May 28, 2026 | DeWalch D Mark | Director | Buy (P) | 38K | $497K |
| May 13, 2026 | Carter Thomas L Jr | Executive Chairman, Director | Buy (P) | 1K | $15K |
| May 12, 2026 | Carter Thomas L Jr | Executive Chairman, Director | Buy (P) | 19K | $258K |
| May 12, 2026 | Longmaid Ashley J | Director | Sell (S) | 11K | $150K |
| May 11, 2026 | Carter Thomas L Jr | Executive Chairman, Director | Buy (P) | 25K | $337K |
| May 8, 2026 | Carter Thomas L Jr | Executive Chairman, Director | Buy (P) | 24K | $314K |
| May 5, 2026 | Putman Luke Stevens | SVP, General Counsel, and Sec | Sell (S) | 29K | $404K |
| Apr 6, 2026 | Putman Luke Stevens | SVP, General Counsel, and Sec | Sell (S) | 29K | $425K |
Connected entities for BSM
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.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/stocks/BSM/capital-change-brief"
Use Arkolith's capital_change_brief for BSM. 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 BSM. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.