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, Q3 2021
Institutional positions in Black Stone Minerals, L.P. as of Sep 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
- 123
- +18 vs. Q2 2021
- Shares held
- 32.9M
- +1.13M (+3.6%) vs. Q2 2021
- Total value
- $396.8M
- +$54.9M (+16.1%) vs. Q2 2021
- New holders
- 21
- 32 more added
- Sold out
- 3
- 25 more reduced
2 institutions that held it in Q2 2021 haven't filed for Q3 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2021
Shares, value and share of portfolio for each institution holding Black Stone Minerals, L.P.; share changes are against Q2 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| William Marsh Rice University | 7,266,343 | $87.6M | 36.34% | 00.0% | Unchanged |
| EdgePoint Investment Group Inc. | 3,618,261 | $43.6M | 0.34% | 00.0% | Unchanged |
| Morgan Stanley | 3,134,280 | $37.8M | 0.01% | −23,100−0.7% | Reduced |
| SoftVest Advisors, LLC | 1,351,876 | $16.3M | 8.59% | −158,900−10.5% | Reduced |
| Penn Davis McFarland Inc | 1,190,208 | $14.3M | 2.62% | −1,050−0.1% | Reduced |
| CIBC Private Wealth Group, LLC | 1,163,983 | $14.0M | 0.03% | 00.0% | Unchanged |
| Brown Advisory Inc | 1,056,570 | $12.7M | 0.02% | −1,738−0.2% | Reduced |
| Natixis | 1,002,900 | $12.1M | 0.04% | 00.0% | Unchanged |
| Magnolia Group, LLC | 955,427 | $11.5M | 1.31% | +331,595+53.2% | Added |
| Ancora Advisors, LLC | 873,195 | $10.5M | 0.27% | +21,066+2.5% | Added |
| BBR Partners, LLC | 521,080 | $6.28M | 0.52% | 00.0% | Unchanged |
| Tocqueville Asset Management L.P. | 500,000 | $6.03M | 0.09% | +180,000+56.3% | Added |
| Kempner Capital Management Inc. | 472,021 | $5.69M | 3.24% | +1,405+0.3% | Added |
| Fayez Sarofim & Co | 461,748 | $5.56M | 0.02% | 00.0% | Unchanged |
| JPMorgan Chase & Co | 419,221 | $5.05M | 0.00% | +238,133+131.5% | Added |
| Spirit of America Management Corp | 388,249 | $4.68M | 1.01% | +4,500+1.2% | Added |
| Bank of Montreal | 385,000 | $4.55M | 0.00% | 00.0% | Unchanged |
| Cambridge Investment Research Advisors, Inc. | 374,434 | $4.51M | 0.02% | 00.0% | Unchanged |
| HighTower Advisors, LLC | 349,509 | $4.22M | 0.01% | +27,468+8.5% | Added |
| Marshall Wace, LLP | 345,634 | $4.17M | 0.02% | +108,701+45.9% | Added |
| Investment Management Associates Inc | 334,558 | $4.03M | 2.14% | +126,029+60.4% | Added |
| Tri-Star Advisors Inc. | 309,409 | $3.87M | 1.70% | −5,000−1.6% | Reduced |
| First Trust Advisors LP | 315,085 | $3.80M | 0.00% | −122,261−28.0% | Reduced |
| Zions Bancorporation, N.A. | 307,578 | $3.71M | 0.38% | −83,856−21.4% | Reduced |
| Citigroup Inc | 300,000 | $3.62M | 0.00% | −670−0.2% | Reduced |
| HighTower Trust Services, LTA | 254,536 | $3.07M | 0.38% | 00.0% | Unchanged |
| Wells Fargo & Company | 237,487 | $2.86M | 0.00% | −50,730−17.6% | Reduced |
| Raymond James & Associates | 231,050 | $2.78M | 0.00% | −54,419−19.1% | Reduced |
| Sumitomo Mitsui Trust Holdings, Inc. | 217,000 | $2.62M | 0.00% | 00.0% | Unchanged |
| Horizon Kinetics Asset Management LLC | 206,347 | $2.49M | 0.06% | −4,350−2.1% | Reduced |
| Hill Investment Group Partners, LLC | 177,487 | $2.14M | 1.38% | 00.0% | Unchanged |
| Invesco Ltd. | 171,899 | $2.07M | 0.00% | −5,742−3.2% | Reduced |
| Adviser Investments LLC | 156,447 | $1.89M | 0.14% | 00.0% | Unchanged |
| McDaniel Terry & Co | 150,357 | $1.81M | 0.21% | 00.0% | Unchanged |
| Board of Trustees of The Leland Stanford Junior University | 147,852 | $1.78M | 0.13% | 00.0% | Unchanged |
| Macquarie Group Ltd | 138,502 | $1.67M | 0.00% | +7,517+5.7% | Added |
| Citadel Advisors LLC | 133,839 | $1.61M | 0.00% | +73,943+123.5% | Added |
| Freestone Capital Holdings, LLC | 119,750 | $1.44M | 0.07% | 00.0% | Unchanged |
| Marshall Wace North America L.P. | 118,693 | $1.43M | 0.01% | +118,693 | New |
| Gsa Capital Partners LLP | 112,289 | $1.35M | 0.14% | −49,887−30.8% | Reduced |
| Meristem Family Wealth, LLC | 106,114 | $1.28M | 0.12% | 00.0% | Unchanged |
| Gruss & Co., LLC | 105,611 | $1.27M | 3.56% | −36,900−25.9% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 102,608 | $1.24M | 0.00% | +12,653+14.1% | Added |
| Mraz, Amerine & Associates, Inc. | 101,891 | $1.23M | 0.34% | +75,348+283.9% | Added |
| Bramshill Investments, LLC | 98,858 | $1.19M | 0.10% | +6,713+7.3% | Added |
| Family Management Corp | 93,831 | $1.13M | 0.31% | 00.0% | Unchanged |
| Mercer Global Advisors Inc | 90,790 | $1.09M | 0.01% | −950−1.0% | Reduced |
| Stifel Financial Corp | 89,127 | $1.07M | 0.00% | 00.0% | Unchanged |
| Eagle Global Advisors LLC | 89,122 | $1.07M | 0.07% | +10,000+12.6% | Added |
| Requisite Capital Management, LLC | 85,491 | $1.03M | 0.22% | +4,789+5.9% | Added |
| Howard Financial Services, Ltd. | 77,362 | $932.0K | 0.35% | +1,489+2.0% | Added |
| PEAK6 Investments LLC | 73,751 | $889.0K | 0.02% | +73,751 | New |
| U S Global Investors Inc | 70,000 | $844.0K | 0.03% | +35,000+100.0% | Added |
| Capital Directions Investment Advisors, LLC | 67,304 | $811.0K | 0.25% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 66,359 | $800.0K | 0.02% | +9,405+16.5% | Added |
| Moors & Cabot, Inc. | 65,750 | $789.0K | 0.05% | +26,850+69.0% | Added |
| Welch & Forbes LLC | 58,966 | $710.0K | 0.01% | 00.0% | Unchanged |
| O'Brien Greene & Co. Inc | 58,000 | $699.0K | 0.25% | +18,000+45.0% | Added |
| Clear Harbor Asset Management, LLC | 57,825 | $697.0K | 0.08% | 00.0% | Unchanged |
| Envestnet Asset Management Inc | 57,772 | $696.0K | 0.00% | 00.0% | Unchanged |
| Osmium Partners, LLC | 49,470 | $596.0K | 0.53% | 00.0% | Unchanged |
| Cushing Asset Management, LP | 48,342 | $583.0K | 0.06% | +48,342 | New |
| Avalon Investment & Advisory | 48,293 | $582.0K | 0.01% | 00.0% | Unchanged |
| Jump Financial, LLC | 48,300 | $582.0K | 0.04% | +1,654+3.5% | Added |
| Captrust Financial Advisors | 46,448 | $560.0K | 0.00% | −2,749−5.6% | Reduced |
| Bank of America Corp | 42,830 | $516.0K | 0.00% | +12,089+39.3% | Added |
| Aristides Capital LLC | 41,735 | $503.0K | 0.37% | −12,481−23.0% | Reduced |
| O'Shaughnessy Asset Management, LLC | 40,000 | $482.0K | 0.01% | +40,000 | New |
| Intersect Capital LLC | 40,000 | $482.0K | 0.08% | +40,000 | New |
| Parallax Volatility Advisers, L.P. | 39,490 | $476.0K | 0.01% | +39,490 | New |
| Jane Street Group, LLC | 37,803 | $456.0K | 0.00% | +24,544+185.1% | Added |
| Evergreen Capital Management LLC | 35,650 | $430.0K | 0.02% | +35,650 | New |
| Goldman Sachs Group Inc | 35,508 | $428.0K | 0.00% | +20,498+136.6% | Added |
| Boston Private Wealth LLC | 34,135 | $412.0K | 0.01% | +3,015+9.7% | Added |
| Royal Bank of Canada | 33,854 | $407.0K | 0.00% | −1,500−4.2% | Reduced |
| Regency Capital Management Inc. | 33,000 | $398.0K | 0.28% | +33,000 | New |
| Bartlett & Co. LLC | 32,746 | $395.0K | 0.01% | 00.0% | Unchanged |
| Tiaa, FSB | 32,746 | $395.0K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 32,746 | $394.6K | 0.01% | 00.0% | Unchanged |
| CIBC World Markets Inc. | 30,520 | $368.0K | 0.00% | 00.0% | Unchanged |
| Abacus Planning Group, Inc. | 30,000 | $362.0K | 0.12% | 00.0% | Unchanged |
| Barclays PLC | 29,828 | $359.0K | 0.00% | −3,505−10.5% | Reduced |
| Franklin Street Advisors Inc | 28,000 | $337.0K | 0.03% | 00.0% | Unchanged |
| Baker Ellis Asset Management LLC | 22,000 | $270.0K | 0.05% | +2,000+10.0% | Added |
| UBS Group AG | 22,182 | $268.0K | 0.00% | +11,909+115.9% | Added |
| Credit Suisse AG | 20,876 | $252.0K | 0.00% | −6,436−23.6% | Reduced |
| LPL Financial LLC | 20,876 | $252.0K | 0.00% | +20,876 | New |
| Americana Partners, LLC | 20,850 | $251.0K | 0.06% | +20,850 | New |
| Cadence Bank NA | 20,671 | $249.0K | 0.07% | +20,671 | New |
| Blair William & Co | 18,633 | $225.0K | 0.00% | +1,200+6.9% | Added |
| Doliver Advisors, LP | 18,083 | $218.0K | 0.07% | +18,083 | New |
| Truist Financial Corp | 17,851 | $215.0K | 0.00% | 00.0% | Unchanged |
| Russell Investments Group, Ltd. | – | $203.0K | 0.00% | – | – |
| Icon Wealth Partners, LLC | 16,867 | $203.0K | 0.02% | 00.0% | Unchanged |
| Diversified Trust Co | 16,787 | $202.0K | 0.01% | +388+2.4% | Added |
| SFMG, LLC | 16,621 | $200.0K | 0.02% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 15,137 | $183.0K | 0.00% | +2,460+19.4% | Added |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 15,000 | $181.0K | 0.00% | 00.0% | Unchanged |
| Lee Financial Co | 15,000 | $181.0K | 0.04% | 00.0% | Unchanged |
| Mirae Asset Global Investments Co., Ltd. | 13,833 | $167.0K | 0.00% | −42,191−75.3% | Reduced |