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 |
|---|---|---|---|---|---|
| Capital Analysts, LLC | 50 | $1.00K | 0.00% | +50 | New |
| Laurel Wealth Advisors LLC | 200 | $2.00K | 0.00% | +200 | New |
| Harbour Investments, Inc. | 280 | $3.00K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 500 | $6.00K | 0.00% | 00.0% | Unchanged |
| Catalyst Capital Advisors LLC | 752 | $9.00K | 0.00% | +752 | New |
| Canton Hathaway, LLC | 2,750 | $33.0K | 0.01% | +2,750 | New |
| Geneos Wealth Management Inc. | 2,800 | $33.0K | 0.00% | +2,800 | New |
| McIlrath & Eck, LLC | 3,300 | $40.0K | 0.01% | +3,300 | New |
| Tower Research Capital LLC (TRC) | 3,582 | $43.0K | 0.00% | −191−5.1% | Reduced |
| Optimum Investment Advisors | 4,000 | $48.0K | 0.02% | 00.0% | Unchanged |
| Crescent Capital Consulting, LLC | 6,000 | $72.0K | 0.01% | 00.0% | Unchanged |
| Avidian Wealth Solutions, LLC | 10,320 | $124.0K | 0.01% | +139+1.4% | Added |
| Acadian Asset Management LLC | 10,941 | $131.0K | 0.00% | −24,109−68.8% | Reduced |
| Linscomb & Williams, Inc. | 11,000 | $133.0K | 0.01% | 00.0% | Unchanged |
| Franklin Resources Inc | 11,419 | $138.0K | 0.00% | 00.0% | Unchanged |
| Essex Financial Services, Inc. | 11,480 | $138.0K | 0.02% | +11,480 | New |
| Pekin Hardy Strauss, Inc. | 12,000 | $145.0K | 0.02% | +12,000 | New |
| Ascension Capital Advisors, Inc. | 12,186 | $147.0K | 0.10% | 00.0% | Unchanged |
| Annandale Capital, LLC | 12,724 | $153.0K | 0.09% | 00.0% | Unchanged |
| US Bancorp | 12,950 | $156.0K | 0.00% | 00.0% | Unchanged |
| Halpern Financial, Inc. | 13,000 | $156.7K | 0.07% | −500−3.7% | Reduced |
| Wolverine Trading, LLC | 14,103 | $166.0K | 0.00% | −7,132−33.6% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 13,833 | $167.0K | 0.00% | −42,191−75.3% | Reduced |
| 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 |
| Advisor Group Holdings, Inc. | 15,137 | $183.0K | 0.00% | +2,460+19.4% | Added |
| SFMG, LLC | 16,621 | $200.0K | 0.02% | 00.0% | Unchanged |
| Diversified Trust Co | 16,787 | $202.0K | 0.01% | +388+2.4% | Added |
| Russell Investments Group, Ltd. | – | $203.0K | 0.00% | – | – |
| Icon Wealth Partners, LLC | 16,867 | $203.0K | 0.02% | 00.0% | Unchanged |
| Truist Financial Corp | 17,851 | $215.0K | 0.00% | 00.0% | Unchanged |
| Doliver Advisors, LP | 18,083 | $218.0K | 0.07% | +18,083 | New |
| Blair William & Co | 18,633 | $225.0K | 0.00% | +1,200+6.9% | Added |
| Cadence Bank NA | 20,671 | $249.0K | 0.07% | +20,671 | New |
| Americana Partners, LLC | 20,850 | $251.0K | 0.06% | +20,850 | New |
| 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 |
| UBS Group AG | 22,182 | $268.0K | 0.00% | +11,909+115.9% | Added |
| Baker Ellis Asset Management LLC | 22,000 | $270.0K | 0.05% | +2,000+10.0% | Added |
| Franklin Street Advisors Inc | 28,000 | $337.0K | 0.03% | 00.0% | Unchanged |
| Barclays PLC | 29,828 | $359.0K | 0.00% | −3,505−10.5% | Reduced |
| Abacus Planning Group, Inc. | 30,000 | $362.0K | 0.12% | 00.0% | Unchanged |
| CIBC World Markets Inc. | 30,520 | $368.0K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 32,746 | $394.6K | 0.01% | 00.0% | Unchanged |
| Bartlett & Co. LLC | 32,746 | $395.0K | 0.01% | 00.0% | Unchanged |
| Tiaa, FSB | 32,746 | $395.0K | 0.00% | 00.0% | Unchanged |
| Regency Capital Management Inc. | 33,000 | $398.0K | 0.28% | +33,000 | New |
| Royal Bank of Canada | 33,854 | $407.0K | 0.00% | −1,500−4.2% | Reduced |
| Boston Private Wealth LLC | 34,135 | $412.0K | 0.01% | +3,015+9.7% | Added |
| Goldman Sachs Group Inc | 35,508 | $428.0K | 0.00% | +20,498+136.6% | Added |
| Evergreen Capital Management LLC | 35,650 | $430.0K | 0.02% | +35,650 | New |
| Jane Street Group, LLC | 37,803 | $456.0K | 0.00% | +24,544+185.1% | Added |
| Parallax Volatility Advisers, L.P. | 39,490 | $476.0K | 0.01% | +39,490 | New |
| 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 |
| Aristides Capital LLC | 41,735 | $503.0K | 0.37% | −12,481−23.0% | Reduced |
| Bank of America Corp | 42,830 | $516.0K | 0.00% | +12,089+39.3% | Added |
| Captrust Financial Advisors | 46,448 | $560.0K | 0.00% | −2,749−5.6% | Reduced |
| 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 |
| Cushing Asset Management, LP | 48,342 | $583.0K | 0.06% | +48,342 | New |
| Osmium Partners, LLC | 49,470 | $596.0K | 0.53% | 00.0% | Unchanged |
| Envestnet Asset Management Inc | 57,772 | $696.0K | 0.00% | 00.0% | Unchanged |
| Clear Harbor Asset Management, LLC | 57,825 | $697.0K | 0.08% | 00.0% | Unchanged |
| O'Brien Greene & Co. Inc | 58,000 | $699.0K | 0.25% | +18,000+45.0% | Added |
| Welch & Forbes LLC | 58,966 | $710.0K | 0.01% | 00.0% | Unchanged |
| Moors & Cabot, Inc. | 65,750 | $789.0K | 0.05% | +26,850+69.0% | Added |
| Cullen/Frost Bankers, Inc. | 66,359 | $800.0K | 0.02% | +9,405+16.5% | Added |
| Capital Directions Investment Advisors, LLC | 67,304 | $811.0K | 0.25% | 00.0% | Unchanged |
| U S Global Investors Inc | 70,000 | $844.0K | 0.03% | +35,000+100.0% | Added |
| PEAK6 Investments LLC | 73,751 | $889.0K | 0.02% | +73,751 | New |
| Howard Financial Services, Ltd. | 77,362 | $932.0K | 0.35% | +1,489+2.0% | Added |
| Requisite Capital Management, LLC | 85,491 | $1.03M | 0.22% | +4,789+5.9% | Added |
| 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 |
| Mercer Global Advisors Inc | 90,790 | $1.09M | 0.01% | −950−1.0% | Reduced |
| Family Management Corp | 93,831 | $1.13M | 0.31% | 00.0% | Unchanged |
| Bramshill Investments, LLC | 98,858 | $1.19M | 0.10% | +6,713+7.3% | Added |
| Mraz, Amerine & Associates, Inc. | 101,891 | $1.23M | 0.34% | +75,348+283.9% | Added |
| Raymond James Financial Services Advisors, Inc. | 102,608 | $1.24M | 0.00% | +12,653+14.1% | Added |
| Gruss & Co., LLC | 105,611 | $1.27M | 3.56% | −36,900−25.9% | Reduced |
| Meristem Family Wealth, LLC | 106,114 | $1.28M | 0.12% | 00.0% | Unchanged |
| Gsa Capital Partners LLP | 112,289 | $1.35M | 0.14% | −49,887−30.8% | Reduced |
| Marshall Wace North America L.P. | 118,693 | $1.43M | 0.01% | +118,693 | New |
| Freestone Capital Holdings, LLC | 119,750 | $1.44M | 0.07% | 00.0% | Unchanged |
| Citadel Advisors LLC | 133,839 | $1.61M | 0.00% | +73,943+123.5% | Added |
| Macquarie Group Ltd | 138,502 | $1.67M | 0.00% | +7,517+5.7% | Added |
| Board of Trustees of The Leland Stanford Junior University | 147,852 | $1.78M | 0.13% | 00.0% | Unchanged |
| McDaniel Terry & Co | 150,357 | $1.81M | 0.21% | 00.0% | Unchanged |
| Adviser Investments LLC | 156,447 | $1.89M | 0.14% | 00.0% | Unchanged |
| Invesco Ltd. | 171,899 | $2.07M | 0.00% | −5,742−3.2% | Reduced |
| Hill Investment Group Partners, LLC | 177,487 | $2.14M | 1.38% | 00.0% | Unchanged |
| Horizon Kinetics Asset Management LLC | 206,347 | $2.49M | 0.06% | −4,350−2.1% | Reduced |
| Sumitomo Mitsui Trust Holdings, Inc. | 217,000 | $2.62M | 0.00% | 00.0% | Unchanged |
| Raymond James & Associates | 231,050 | $2.78M | 0.00% | −54,419−19.1% | Reduced |
| Wells Fargo & Company | 237,487 | $2.86M | 0.00% | −50,730−17.6% | Reduced |
| HighTower Trust Services, LTA | 254,536 | $3.07M | 0.38% | 00.0% | Unchanged |
| Citigroup Inc | 300,000 | $3.62M | 0.00% | −670−0.2% | Reduced |
| Zions Bancorporation, N.A. | 307,578 | $3.71M | 0.38% | −83,856−21.4% | Reduced |
| First Trust Advisors LP | 315,085 | $3.80M | 0.00% | −122,261−28.0% | Reduced |