Ranked by reported Q1 2026 13F market value
Share of total reported institutional value in BLNE held by the largest 10 / 25 filers.
| # | Institution | Shares Held | Market Value | QoQ Change | Ownership % | % of Fund |
|---|---|---|---|---|---|---|
| 1 | AWM Investment Company, Inc. | 1.8M | $4.3M | -1.4% | 20.433% | 0.48% |
| 2 | Diametric Capital, LP | 324K | $761K | β | 3.579% | 0.20% |
| 3 | GEODE CAPITAL MANAGEMENT, LLC | 274K | $645K | +7.7% | 3.030% | 0.00% |
| 4 | VANGUARD CAPITAL MANAGEMENT LLC | 259K | $608K | β | 2.857% | 0.00% |
| 5 | PERKINS CAPITAL MANAGEMENT INC | 245K | $576K | 0.0% | 2.708% | 0.54% |
| 6 | EMG Holdings, L.P. | 196K | $460K | 0.0% | 2.164% | 0.58% |
| 7 | VANGUARD FIDUCIARY TRUST CO | 119K | $280K | β | 1.317% | 0.00% |
| 8 | GWM Advisors LLC | 253K | $253K | -62.7% | 2.795% | 0.01% |
| 9 | Centiva Capital, LP | 97K | $229K | β | 1.077% | 0.00% |
| 10 | STATE STREET CORP | 97K | $229K | +32.7% | 1.077% | 0.00% |
| 11 | CITIZENS FINANCIAL GROUP INC/RI | 92K | $217K | β | 1.020% | 0.00% |
| 12 | Sowell Financial Services LLC | 91K | $215K | β | 1.011% | 0.01% |
| 13 | LPL Financial LLC | 80K | $189K | +369.2% | 0.889% | 0.00% |
| 14 | BlackRock, Inc. | 55K | $130K | 0.0% | 0.612% | 0.00% |
| 15 | PRELUDE CAPITAL MANAGEMENT, LLC | 55K | $128K | β | 0.603% | 0.01% |
| 16 | GOLDMAN SACHS GROUP INC | 52K | $121K | β | 0.571% | 0.00% |
| 17 | NORTHERN TRUST CORP | 51K | $120K | +32.7% | 0.566% | 0.00% |
| 18 | Relyea Zuckerberg Hanson LLC | 40K | $94K | +185.7% | 0.442% | 0.01% |
| 19 | Creative Planning | 38K | $90K | +11.1% | 0.422% | 0.00% |
| 20 | MORGAN STANLEY | 31K | $73K | +219.7% | 0.343% | 0.00% |
| 21 | WADDELL & ASSOCIATES, LLC | 31K | $73K | 0.0% | 0.343% | 0.00% |
| 22 | Intrua Financial, LLC | 30K | $69K | β | 0.326% | 0.01% |
| 23 | TRANSCEND WEALTH COLLECTIVE, LLC | 29K | $68K | -62.3% | 0.321% | 0.01% |
| 24 | BANK OF AMERICA CORP /DE/ | 22K | $51K | +10007.5% | 0.239% | 0.00% |
| 25 | UBS Group AG | 20K | $47K | -66.0% | 0.219% | 0.00% |
denotes a marquee investor (Buffett, Burry, ARK, Tiger Global, Pershing Square, Baupost and other widely-followed managers). β% of Fundβ shows how much of that investorβs total 13F portfolio is invested in BLNE β a direct measure of their conviction.
Filings activity in BLNE during Q1 2026, grouped by how each filer changed its position.
Institutions that opened a new BLNE position in Q1 2026
Institutions that fully closed their BLNE position in Q1 2026
8 quarters of 13F filings Β· Ξ columns show change vs prior quarter
| Quarter | Inst. Holders | Ξ Holders | Ownership % | Ξ Ownership | Total 13F Value | Ξ Value |
|---|---|---|---|---|---|---|
| Q1 2026 | 38 | +15% | 96.73% | +26.10 pp | $10M | +37% |
| Q4 2025 | 33 | +32% | 70.63% | 25.00 pp | $8M | 26% |
| Q3 2025 | 25 | +92% | 95.63% | +90.65 pp | $10M | +1820% |
| Q2 2025 | 13 | +44% | 4.98% | +0.15 pp | $1M | +3.0% |
| Q1 2025 | 9 | +29% | 4.83% | +4.44 pp | $1M | +1126% |
| Q4 2024 | 7 | 13% | 0.39% | +0.14 pp | $0M | +56% |
| Q3 2024 | 8 | +33% | 0.25% | +0.10 pp | $0M | +74% |
| Q2 2024 | 6 | β | 0.15% | β | $0M | β |
Source: SEC 13F institutional filings. Ownership % requires market cap data and will show once linked. Ξ columns compare to the immediately prior filed quarter.
Latest Form 4 transactions by company officers and directors. Insider buys are widely viewed as the highest-conviction signal because executives are risking personal capital.
| Date | Insider | Action | Shares | Price | Value |
|---|---|---|---|---|---|
| May 19, 2026 | Liuzza Nicholas Reyland JR | Buy | 52K | $1.04 | $54K |
| May 19, 2026 | Moe Christopher R. | Buy | 10K | $1.04 | $10K |
| May 19, 2026 | Milton Tiffany | Buy | 5K | $1.02 | $5K |
Quick answers to the most common questions about buying BLNE stock.
Based on Q1 2026 13F filings, institutional ownership of Beeline Holdings, Inc. stands at 96.7%, held across 38 reporting institutions.
AWM Investment Company, Inc. is the largest reported institutional holder of BLNE, with approximately 1,848,641 shares worth $0.00B as of Q1 2026.
No marquee "smart money" managers (Berkshire, Burry, ARK, Tiger Global, Pershing Square, Baupost, etc.) currently appear among the top 25 institutional holders of BLNE.
Our composite Smart Money Score for BLNE is 51 out of 100 (Neutral). It combines net institutional buying activity, ownership shift, marquee investor presence, and holder-count growth.
13 institutions opened new positions in BLNE during Q1 2026, while 8 fully exited. 20 added to existing positions and 5 trimmed.
BLNE institutional ownership rose by 26.10 percentage points quarter-over-quarter, with a net change of +5 holders.
The top 10 institutions account for 81.2% of all reported 13F value in BLNE, and the top 25 account for 97.5%.
All data is sourced from SEC Form 13F filings, which institutional investment managers with at least $100M in assets are required to file each quarter. We process every 13F filing from EDGAR and recompute the aggregates after each cycle. Insider transactions are sourced from Form 4 filings.
Beeline Holdings, Inc. (BLNE) Institutional Ownership