Black Stone Minerals, L.P.
BSM- Exchange
- NYSE
- Industry
- Crude Petroleum & Natural Gas
- SEC CIK
- 0001621434
In the last 90 days, Black Stone Minerals, L.P. insiders filed 0 open-market purchases and 1 sale; 200 institutions reported holding it in 13F filings for Q2 2026, worth $628.2M in total; no superinvestor holds it.
13F holders, Q2 2021
Institutional positions in Black Stone Minerals, L.P. as of Jun 30, 2021. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 107
- +4 vs. Q1 2021
- Shares held
- 36.7M
- +330.9K (+0.9%) vs. Q1 2021
- Total value
- $394.4M
- +$76.9M (+24.2%) vs. Q1 2021
- New holders
- 13
- 20 more added
- Sold out
- 9
- 30 more reduced
Compare with Q1 2021: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting BSM on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 200 | $628.2M |
| Q1 2026 | 193 | $658.1M |
| Q4 2025 | 193 | $525.6M |
| Q3 2025 | 194 | $449.2M |
| Q2 2025 | 184 | $448.5M |
| Q1 2025 | 177 | $514.3M |
| Q4 2024 | 181 | $486.5M |
| Q3 2024 | 178 | $466.7M |
| Q2 2024 | 187 | $493.3M |
| Q1 2024 | 184 | $472.7M |
| Q4 2023 | 196 | $486.8M |
| Q3 2023 | 180 | $508.6M |
| Q2 2023 | 172 | $470.8M |
| Q1 2023 | 170 | $478.1M |
| Q4 2022 | 172 | $614.5M |
| Q3 2022 | 150 | $544.8M |
| Q2 2022 | 140 | $463.0M |
| Q1 2022 | 126 | $444.4M |
| Q4 2021 | 137 | $348.2M |
| Q3 2021 | 123 | $396.8M |
| Q2 2021 | 107 | $394.4M |
| Q1 2021 | 103 | $317.5M |
Institutions, Q2 2021
Shares, value and share of portfolio for each institution holding Black Stone Minerals, L.P.; share changes are against Q1 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| William Marsh Rice University | 7,266,343 | $78.1M | 33.64% | 00.0% | Unchanged |
| Mayo Clinic | 4,879,824 | $52.5M | 58.01% | −840,100−14.7% | Reduced |
| EdgePoint Investment Group Inc. | 3,618,261 | $38.9M | 0.30% | 00.0% | Unchanged |
| Morgan Stanley | 3,157,380 | $33.9M | 0.00% | +918,817+41.0% | Added |
| SoftVest Advisors, LLC | 1,510,776 | $16.2M | 6.84% | −599,224−28.4% | Reduced |
| Penn Davis McFarland Inc | 1,191,258 | $12.8M | 2.24% | +29,083+2.5% | Added |
| CIBC Private Wealth Group, LLC | 1,163,983 | $12.5M | 0.03% | 00.0% | Unchanged |
| Brown Advisory Inc | 1,058,308 | $11.4M | 0.02% | −30,000−2.8% | Reduced |
| Natixis | 1,002,900 | $10.8M | 0.05% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 852,129 | $9.16M | 0.24% | −17,914−2.1% | Reduced |
| Magnolia Group, LLC | 623,832 | $6.71M | 0.83% | +623,832 | New |
| BBR Partners, LLC | 521,080 | $5.60M | 0.44% | 00.0% | Unchanged |
| Kempner Capital Management Inc. | 470,616 | $5.06M | 2.87% | 00.0% | Unchanged |
| Fayez Sarofim & Co | 461,748 | $4.96M | 0.02% | 00.0% | Unchanged |
| First Trust Advisors LP | 437,346 | $4.70M | 0.01% | +91,717+26.5% | Added |
| Zions Bancorporation, N.A. | 391,434 | $4.21M | 0.42% | −88,417−18.4% | Reduced |
| Spirit of America Management Corp | 383,749 | $4.13M | 0.88% | 00.0% | Unchanged |
| Bank of Montreal | 385,000 | $4.09M | 0.00% | +98,500+34.4% | Added |
| Cambridge Investment Research Advisors, Inc. | 374,434 | $4.03M | 0.02% | −1,000−0.3% | Reduced |
| HighTower Advisors, LLC | 322,041 | $3.46M | 0.01% | −2,082−0.6% | Reduced |
| Tocqueville Asset Management L.P. | 320,000 | $3.44M | 0.05% | +320,000 | New |
| Tri-Star Advisors Inc. | 314,409 | $3.38M | 1.52% | 00.0% | Unchanged |
| Citigroup Inc | 300,670 | $3.23M | 0.00% | 00.0% | Unchanged |
| Wells Fargo & Company | 288,217 | $3.10M | 0.00% | −11,862−4.0% | Reduced |
| Raymond James & Associates | 285,469 | $3.07M | 0.00% | +55,583+24.2% | Added |
| HighTower Trust Services, LTA | 254,536 | $2.74M | 0.33% | 00.0% | Unchanged |
| Marshall Wace, LLP | 236,933 | $2.55M | 0.01% | +236,933 | New |
| Sumitomo Mitsui Trust Holdings, Inc. | 217,000 | $2.33M | 0.00% | −40,000−15.6% | Reduced |
| Horizon Kinetics Asset Management LLC | 210,697 | $2.27M | 0.05% | −2,653−1.2% | Reduced |
| Investment Management Associates Inc | 208,529 | $2.24M | 1.19% | +166,229+393.0% | Added |
| JPMorgan Chase & Co | 181,088 | $1.95M | 0.00% | −162,676−47.3% | Reduced |
| Invesco Ltd. | 177,641 | $1.91M | 0.00% | −6,440−3.5% | Reduced |
| Hill Investment Group Partners, LLC | 177,487 | $1.91M | 1.58% | +177,487 | New |
| Gsa Capital Partners LLP | 162,176 | $1.74M | 0.20% | +126,708+357.2% | Added |
| Adviser Investments LLC | 156,447 | $1.68M | 0.13% | 00.0% | Unchanged |
| McDaniel Terry & Co | 150,357 | $1.62M | 0.19% | 00.0% | Unchanged |
| Board of Trustees of The Leland Stanford Junior University | 147,852 | $1.59M | 0.15% | 00.0% | Unchanged |
| Gruss & Co., LLC | 142,511 | $1.53M | 5.56% | −8,800−5.8% | Reduced |
| Macquarie Group Ltd | 130,985 | $1.41M | 0.00% | +19,591+17.6% | Added |
| Freestone Capital Holdings, LLC | 119,750 | $1.29M | 0.06% | 00.0% | Unchanged |
| Meristem Family Wealth, LLC | 106,114 | $1.14M | 0.18% | 00.0% | Unchanged |
| Family Management Corp | 93,831 | $1.01M | 0.27% | 00.0% | Unchanged |
| Bramshill Investments, LLC | 92,145 | $991.0K | 0.08% | +18,886+25.8% | Added |
| Mercer Global Advisors Inc | 91,740 | $986.0K | 0.01% | 00.0% | Unchanged |
| Raymond James Financial Services Advisors, Inc. | 89,955 | $967.0K | 0.00% | +10,433+13.1% | Added |
| Stifel Financial Corp | 89,127 | $958.0K | 0.00% | 00.0% | Unchanged |
| Requisite Capital Management, LLC | 80,702 | $868.0K | 0.15% | 00.0% | Unchanged |
| Eagle Global Advisors LLC | 79,122 | $851.0K | 0.06% | 00.0% | Unchanged |
| Howard Financial Services, Ltd. | 75,873 | $816.0K | 0.32% | +1,300+1.7% | Added |
| California Public Employees Retirement System | 69,289 | $745.0K | 0.00% | −234,184−77.2% | Reduced |
| Capital Directions Investment Advisors, LLC | 67,304 | $724.0K | 0.22% | +67,304 | New |
| Citadel Advisors LLC | 59,896 | $644.0K | 0.00% | −37,193−38.3% | Reduced |
| Welch & Forbes LLC | 58,966 | $634.0K | 0.01% | −4,140−6.6% | Reduced |
| Clear Harbor Asset Management, LLC | 57,825 | $622.0K | 0.08% | +2,500+4.5% | Added |
| Envestnet Asset Management Inc | 57,772 | $621.0K | 0.00% | −950−1.6% | Reduced |
| Cullen/Frost Bankers, Inc. | 56,954 | $612.0K | 0.01% | 00.0% | Unchanged |
| Mirae Asset Global Investments Co., Ltd. | 56,024 | $602.0K | 0.00% | −5,189−8.5% | Reduced |
| Aristides Capital LLC | 54,216 | $569.0K | 0.44% | +54,216 | New |
| Osmium Partners, LLC | 49,470 | $532.0K | 0.34% | −2,330−4.5% | Reduced |
| Captrust Financial Advisors | 49,197 | $529.0K | 0.00% | +2,749+5.9% | Added |
| Avalon Investment & Advisory | 48,293 | $519.0K | 0.01% | 00.0% | Unchanged |
| Jump Financial, LLC | 46,646 | $501.0K | 0.05% | +28,734+160.4% | Added |
| O'Brien Greene & Co. Inc | 40,000 | $430.0K | 0.15% | 00.0% | Unchanged |
| Moors & Cabot, Inc. | 38,900 | $418.0K | 0.03% | +38,900 | New |
| Royal Bank of Canada | 35,354 | $381.0K | 0.00% | −5,137−12.7% | Reduced |
| Acadian Asset Management LLC | 35,050 | $377.0K | 0.00% | +9,500+37.2% | Added |
| U S Global Investors Inc | 35,000 | $376.0K | 0.01% | +35,000 | New |
| FMR LLC | 34,501 | $371.0K | 0.00% | −52,542−60.4% | Reduced |
| Russell Investments Group, Ltd. | – | $370.0K | 0.00% | – | – |
| Barclays PLC | 33,333 | $358.0K | 0.00% | −3,718−10.0% | Reduced |
| Bartlett & Co. Wealth Management LLC | 32,746 | $352.0K | 0.01% | 00.0% | Unchanged |
| Bartlett & Co. LLC | 32,746 | $352.0K | 0.01% | 00.0% | Unchanged |
| Tiaa, FSB | 32,746 | $352.0K | 0.00% | 00.0% | Unchanged |
| Boston Private Wealth LLC | 31,120 | $334.0K | 0.00% | +5,367+20.8% | Added |
| Bank of America Corp | 30,741 | $331.0K | 0.00% | −102,862−77.0% | Reduced |
| CIBC World Markets Inc. | 30,520 | $328.0K | 0.00% | 00.0% | Unchanged |
| Abacus Planning Group, Inc. | 30,000 | $323.0K | 0.10% | 00.0% | Unchanged |
| Franklin Street Advisors Inc | 28,000 | $301.0K | 0.03% | 00.0% | Unchanged |
| Credit Suisse AG | 27,312 | $288.0K | 0.00% | −2,019−6.9% | Reduced |
| Mraz, Amerine & Associates, Inc. | 26,543 | $285.0K | 0.08% | +11,343+74.6% | Added |
| Wolverine Trading, LLC | 21,235 | $224.0K | 0.01% | +2,247+11.8% | Added |
| Baker Ellis Asset Management LLC | 20,000 | $215.0K | 0.04% | −3,000−13.0% | Reduced |
| Truist Financial Corp | 17,851 | $192.0K | 0.00% | 00.0% | Unchanged |
| Blair William & Co | 17,433 | $187.0K | 0.00% | 00.0% | Unchanged |
| Icon Wealth Partners, LLC | 16,867 | $181.0K | 0.02% | 00.0% | Unchanged |
| SFMG, LLC | 16,621 | $179.0K | 0.02% | 00.0% | Unchanged |
| Diversified Trust Co | 16,399 | $176.0K | 0.01% | +260+1.6% | Added |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 15,000 | $161.0K | 0.00% | 00.0% | Unchanged |
| Lee Financial Co | 15,000 | $161.0K | 0.03% | 00.0% | Unchanged |
| Goldman Sachs Group Inc | 15,010 | $161.0K | 0.00% | +15,010 | New |
| Halpern Financial, Inc. | 13,500 | $145.1K | 0.07% | −1,500−10.0% | Reduced |
| Jane Street Group, LLC | 13,259 | $143.0K | 0.00% | −8,017−37.7% | Reduced |
| US Bancorp | 12,950 | $139.0K | 0.00% | −100−0.8% | Reduced |
| Advisor Group Holdings, Inc. | 12,677 | $137.0K | 0.00% | −775−5.8% | Reduced |
| Annandale Capital, LLC | 12,724 | $137.0K | 0.08% | 00.0% | Unchanged |
| Ascension Capital Advisors, Inc. | 12,186 | $131.0K | 0.08% | 00.0% | Unchanged |
| Franklin Resources Inc | 11,419 | $123.0K | 0.00% | 00.0% | Unchanged |
| Linscomb & Williams, Inc. | 11,000 | $118.0K | 0.01% | 00.0% | Unchanged |
| UBS Group AG | 10,273 | $110.0K | 0.00% | −18,531−64.3% | Reduced |
| Avidian Wealth Solutions, LLC | 10,181 | $109.0K | 0.01% | +10,181 | New |