DOSSIER · 13F Holders · Q4 2025
BSFIX

BARON SMALL CAP INSTL

2 institutions still hold BARON SMALL CAP INSTL as of Q4 2025. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 068278803·2 13F holders·last filed Dec 31, 2025
Market cap
13F value held
$68K
visible holders
Holders
2
filers reporting
Concentration
94.55%
Coston, McIsaac & Partners #1
top holder share
AI Holders Summary · Q4 2025

2 institutions reported BSFIX in Q4 2025. Coston, McIsaac & Partners leads at 94.6% of the visible book.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

#HolderValueShares% port.Quarter
01
Coston, McIsaac & Partners
CIK 0001945037
$64K2K0.01%Q4 2025
02
Oakworth Capital, Inc.
CIK 0001588871
$4K1170.00%Q2 2026