BEXIL INVESTMENT TRUST - Shares of Beneficial Interest (BXSY) Institutional Ownership

13F Institutional Holders and Ownership History from Q1 2014 to Q3 2025

Type / Class
Equity / Shares of Beneficial Interest
Symbol
BXSY on OTC
Shares outstanding
12,898,991
Price per share
$15.27
All holders as of 30 Sep 2025
Q3 2025
Total 13F shares
300
Total reported value
$4,441
Share change
0
Number of holders
1
Reported Shares, Excluding Options vs Price
Reported Value, Excluding Options
Total Investors

Significant Owners of BEXIL INVESTMENT TRUST - Shares of Beneficial Interest (BXSY) based on Schedule 13D/G filings

Filer Ownership Change % Holdings Value Net Change Nb Shares Change % Reporting Name Report Period
Bexil Securities LLC 14% $21,825,093 1,857,455 Thomas Bassett Winmill 31 Dec 2024

As of 30 Sep 2025, 1 institutional investors reported holding 300 shares of BEXIL INVESTMENT TRUST - Shares of Beneficial Interest (BXSY). This represents 0% of the company’s total 12,898,991 outstanding shares.

Institutional Holders of BEXIL INVESTMENT TRUST - Shares of Beneficial Interest (BXSY) across Reporting Periods

Period Reported Shares, Excl. Options Value, Excl. Options Value Change Price (Median) Investors
2025 Q3 300 $4,441 $14.80 1
2025 Q2 300 $4,024 $13.41 1
2025 Q1 300 $3,750 $12.50 1
2024 Q4 300 $3,729 $12.43 1
2024 Q3 300 $3,918 -$9,864,448 $13.06 1
2024 Q2 788,825 $9,868,213 +$8,821,448 $12.53 2
2024 Q1 80,777 $1,046,888 $12.96 2
2023 Q4 80,777 $982,651 -$8,509,189 $12.17 2
2023 Q3 867,936 $9,382,432 -$57,012 $10.81 3
2023 Q2 873,210 $10,177,913 -$1,602,630 $11.30 3
2023 Q1 1,015,020 $11,428,653 -$251,258 $11.26 3
2022 Q4 1,037,336 $11,503,813 -$4,266,000 $11.09 3
2022 Q3 640,477 $6,648,000 +$4,266,000 $10.38 3
2022 Q2 229,508 $2,669,000 $10.82 2
2022 Q1 229,508 $3,291,000 -$6,521,000 $13.84 2
2021 Q4 677,399 $9,862,000 +$481,000 $14.56 3
2021 Q3 643,716 $9,386,000 +$1,450,535 $14.58 3
2021 Q2 544,060 $8,058,000 +$314,702 $14.81 4
2021 Q1 522,852 $6,719,000 +$399,000 $12.86 3
2020 Q4 581,765 $6,544,000 -$36,566,748 $11.25 7
2020 Q3 4,582,052 $41,744,000 -$3,666,137 $9.10 36
2020 Q2 4,973,211 $50,864,000 -$2,240,462 $10.18 35
2020 Q1 5,172,965 $45,523,000 -$2,953,514 $8.79 34
2019 Q4 5,437,141 $73,160,000 +$256,298 $13.46 39
2019 Q3 5,425,385 $64,938,000 -$2,930,260 $11.95 41
2019 Q2 4,537,023 $52,257,157 +$2,247,648 $11.53 43
2019 Q1 4,342,299 $49,363,821 -$1,572,102 $11.36 39
2018 Q4 4,302,879 $41,004,662 +$2,115,796 $9.53 42
2018 Q3 4,037,777 $48,179,117 +$570,640 $11.93 45
2018 Q2 3,989,493 $49,188,026 -$2,238,323 $12.33 41
2018 Q1 4,190,146 $52,629,549 +$7,754,192 $12.56 37
2017 Q4 3,553,518 $47,722,526 +$2,065,071 $13.43 37
2017 Q3 3,389,495 $43,591,000 +$404,486 $12.86 36
2017 Q2 3,359,645 $41,494,000 +$6,245,611 $12.35 35
2017 Q1 2,855,091 $34,429,000 +$6,258,792 $12.06 36
2016 Q4 2,339,805 $27,725,000 -$714,130 $11.85 30
2016 Q3 2,428,439 $27,219,000 -$731,969 $11.21 34
2016 Q2 2,498,026 $27,202,000 +$211,844 $10.88 32
2016 Q1 2,476,552 $27,628,000 +$5,140,847 $11.16 30
2015 Q4 2,018,749 $22,225,000 +$5,920,117 $11.01 35
2015 Q3 1,234,928 $13,443,000 -$173,288 $10.84 33
2015 Q2 1,301,772 $18,412,241 +$728,119 $14.14 28
2015 Q1 1,186,243 $17,815,965 -$3,165,480 $15.05 26
2014 Q4 1,384,981 $20,972,074 +$421,320 $15.12 27
2014 Q3 1,319,690 $21,841,165 -$5,710,656 $16.56 18
2014 Q2 1,676,258 $26,739,726 -$4,331,088 $15.95 24
2014 Q1 1,948,180 $29,740,000 +$835,541 $15.28 24