Ranked by reported Q1 2026 13F market value
Share of total reported institutional value in BNL held by the largest 10 / 25 filers.
| # | Institution | Shares Held | Market Value | QoQ Change | Ownership % | % of Fund |
|---|---|---|---|---|---|---|
| 1 | BlackRock, Inc. | 25.4M | $463.3M | +5.3% | 13.237% | 0.01% |
| 2 | STATE STREET CORP | 7.9M | $146.5M | -1.9% | 4.121% | 0.01% |
| 3 | Nuveen, LLC | 5.9M | $108.7M | +38.0% | 3.104% | 0.03% |
| 4 | GEODE CAPITAL MANAGEMENT, LLC | 5.3M | $96.4M | +3.0% | 2.754% | 0.01% |
| 5 | Invesco Ltd. | 4.5M | $83.0M | -0.4% | 2.372% | 0.01% |
| 6 | ALLIANCEBERNSTEIN L.P. | 4.5M | $77.5M | -3.9% | 2.330% | 0.03% |
| 7 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 3.5M | $63.5M | +1.6% | 1.815% | 0.01% |
| 8 | FULLER & THALER ASSET MANAGEMENT, INC. | 3.1M | $55.9M | -3.3% | 1.596% | 0.19% |
| 9 | AEW CAPITAL MANAGEMENT L P | 3.0M | $55.2M | -11.8% | 1.576% | 4.00% |
| 10 | DIMENSIONAL FUND ADVISORS LP | 2.7M | $49.3M | +4.0% | 1.408% | 0.01% |
| 11 | GEM Realty Capital | 2.7M | $48.7M | — | 1.390% | 4.81% |
| 12 | CENTERSQUARE INVESTMENT MANAGEMENT LLC | 2.6M | $48.2M | -29.1% | 1.377% | 0.50% |
| 13 | Qube Research & Technologies Ltd | 2.3M | $42.6M | +160.9% | 1.217% | 0.05% |
| 14 | TWO SIGMA INVESTMENTS, LP | 2.3M | $42.4M | +81.0% | 1.213% | 0.03% |
| 15 | BANK OF AMERICA CORP /DE/ | 2.2M | $40.8M | +8.7% | 1.165% | 0.00% |
| 16 | NORTHERN TRUST CORP | 2.2M | $40.0M | +2.6% | 1.144% | 0.01% |
| 17 | GOLDMAN SACHS GROUP INC | 2.1M | $37.7M | +84.9% | 1.078% | 0.00% |
| 18 | VICTORY CAPITAL MANAGEMENT INC | 2.1M | $37.6M | +1.3% | 1.075% | 0.02% |
| 19 | Alyeska Investment Group, L.P. | 1.9M | $34.7M | — | 0.993% | 0.10% |
| 20 | Boston Partners | 1.8M | $33.2M | -14.8% | 0.949% | 0.03% |
| 21 | New England Private Wealth Advisors LLC | 1.6M | $29.0M | +0.4% | 0.827% | 3.34% |
| 22 | SYSTEMATIC FINANCIAL MANAGEMENT LP | 1.4M | $26.4M | -1.7% | 0.753% | 0.60% |
| 23 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 1.4M | $25.8M | +347.8% | 0.737% | 0.00% |
| 24 | Bank of New York Mellon Corp | 1.4M | $24.9M | -2.1% | 0.711% | 0.00% |
| 25 | AMERICAN CENTURY COMPANIES INC | 1.3M | $24.5M | -15.2% | 0.700% | 0.01% |
denotes a marquee investor (Buffett, Burry, ARK, Tiger Global, Pershing Square, Baupost and other widely-followed managers). “% of Fund” shows how much of that investor’s total 13F portfolio is invested in BNL — a direct measure of their conviction.
Filings activity in BNL during Q1 2026, grouped by how each filer changed its position.
8 quarters of 13F filings · Δ columns show change vs prior quarter
| Quarter | Inst. Holders | Δ Holders | Ownership % | Δ Ownership | Total 13F Value | Δ Value |
|---|---|---|---|---|---|---|
| Q1 2026 | 338 | 1.2% | 61.73% | 8.50 pp | $2.49B | 12% |
| Q4 2025 | 342 | +6.9% | 70.23% | +2.86 pp | $2.84B | +4.2% |
| Q3 2025 | 320 | +0.6% | 67.37% | +6.51 pp | $2.72B | +11% |
| Q2 2025 | 318 | +3.2% | 60.86% | 2.88 pp | $2.46B | 4.5% |
| Q1 2025 | 308 | +3.7% | 63.74% | +4.36 pp | $2.57B | +7.3% |
| Q4 2024 | 297 | +8.4% | 59.38% | 140.61 pp | $2.40B | 73% |
| Q3 2024 | 274 | +1.5% | 199.99% | +113.98 pp | $9.04B | +160% |
| Q2 2024 | 270 | — | 86.01% | — | $3.47B | — |
Source: SEC 13F institutional filings. Ownership % requires market cap data and will show once linked. Δ columns compare to the immediately prior filed quarter.
Quick answers to the most common questions about buying BNL stock.
Based on Q1 2026 13F filings, institutional ownership of Broadstone Net Lease, Inc. stands at 61.7%, held across 338 reporting institutions.
BlackRock, Inc. is the largest reported institutional holder of BNL, with approximately 25,359,936 shares worth $0.46B as of Q1 2026.
Yes — 2 widely-followed marquee investors appear among the top 25 institutional holders of BNL, including TWO SIGMA INVESTMENTS, LP, SUSQUEHANNA INTERNATIONAL GROUP, LLP.
Our composite Smart Money Score for BNL is 40 out of 100 (Neutral). It combines net institutional buying activity, ownership shift, marquee investor presence, and holder-count growth.
43 institutions opened new positions in BNL during Q1 2026, while 47 fully exited. 226 added to existing positions and 68 trimmed.
BNL institutional ownership fell by 8.50 percentage points quarter-over-quarter, with a net change of -4 holders.
The top 10 institutions account for 48.1% of all reported 13F value in BNL, and the top 25 account for 69.7%.
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.
Broadstone Net Lease, Inc. (BNL) Institutional Ownership