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, Q4 2021
Institutional positions in Black Stone Minerals, L.P. as of Dec 31, 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
- 137
- +15 vs. Q3 2021
- Shares held
- 33.7M
- +863.9K (+2.6%) vs. Q3 2021
- Total value
- $348.2M
- −$47.1M (−11.9%) vs. Q3 2021
- New holders
- 27
- 33 more added
- Sold out
- 12
- 28 more reduced
1 institution that held it in Q3 2021 haven't filed for Q4 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2021
Shares, value and share of portfolio for each institution holding Black Stone Minerals, L.P.; share changes are against Q3 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| William Marsh Rice University | 7,266,343 | $75.1M | 37.57% | 00.0% | Unchanged |
| EdgePoint Investment Group Inc. | 3,618,261 | $37.4M | 0.29% | 00.0% | Unchanged |
| Morgan Stanley | 3,115,945 | $32.2M | 0.00% | −18,335−0.6% | Reduced |
| Brown Advisory Inc | 1,262,905 | $13.0M | 0.02% | +206,335+19.5% | Added |
| Penn Davis McFarland Inc | 1,198,608 | $12.4M | 2.10% | +8,400+0.7% | Added |
| CIBC Private Wealth Group, LLC | 1,163,983 | $12.0M | 0.02% | 00.0% | Unchanged |
| Natixis | 1,092,900 | $11.3M | 0.04% | +90,000+9.0% | Added |
| Mudita Advisors LLP | 1,003,418 | $10.4M | 9.35% | +1,003,418 | New |
| Magnolia Group, LLC | 810,767 | $8.38M | 1.20% | −144,660−15.1% | Reduced |
| Ancora Advisors, LLC | 673,206 | $6.96M | 0.17% | −199,989−22.9% | Reduced |
| Bank of Montreal | 650,800 | $6.83M | 0.00% | +265,800+69.0% | Added |
| Macquarie Group Ltd | 612,545 | $6.33M | 0.01% | +474,043+342.3% | Added |
| Investment Management Associates Inc | 577,033 | $5.96M | 2.96% | +242,475+72.5% | Added |
| BBR Partners, LLC | 521,080 | $5.38M | 0.63% | 00.0% | Unchanged |
| SoftVest Advisors, LLC | 504,517 | $5.21M | 2.55% | −847,359−62.7% | Reduced |
| Tocqueville Asset Management L.P. | 500,000 | $5.17M | 0.07% | 00.0% | Unchanged |
| Kempner Capital Management Inc. | 498,616 | $5.15M | 3.04% | +26,595+5.6% | Added |
| Fayez Sarofim & Co | 467,748 | $4.83M | 0.01% | +6,000+1.3% | Added |
| JPMorgan Chase & Co | 441,267 | $4.56M | 0.00% | +22,046+5.3% | Added |
| Spirit of America Management Corp | 421,749 | $4.36M | 0.87% | +33,500+8.6% | Added |
| Cambridge Investment Research Advisors, Inc. | 374,434 | $3.87M | 0.02% | 00.0% | Unchanged |
| Tri-Star Advisors Inc. | 309,409 | $3.61M | 1.51% | 00.0% | Unchanged |
| Raymond James & Associates | 311,125 | $3.21M | 0.00% | +80,075+34.7% | Added |
| Citadel Advisors LLC | 284,527 | $2.94M | 0.00% | +150,688+112.6% | Added |
| Wells Fargo & Company | 260,447 | $2.69M | 0.00% | +22,960+9.7% | Added |
| HighTower Trust Services, LTA | 254,536 | $2.63M | 0.26% | 00.0% | Unchanged |
| HighTower Advisors, LLC | 250,915 | $2.59M | 0.01% | −98,594−28.2% | Reduced |
| Zions Bancorporation, N.A. | 223,722 | $2.31M | 0.20% | −83,856−27.3% | Reduced |
| First Trust Advisors LP | 219,180 | $2.26M | 0.00% | −95,905−30.4% | Reduced |
| Horizon Kinetics Asset Management LLC | 195,310 | $2.02M | 0.04% | −11,037−5.3% | Reduced |
| Hill Investment Group Partners, LLC | 177,487 | $1.83M | 1.07% | 00.0% | Unchanged |
| Invesco Ltd. | 169,496 | $1.75M | 0.00% | −2,403−1.4% | Reduced |
| Adviser Investments LLC | 156,447 | $1.62M | 0.11% | 00.0% | Unchanged |
| McDaniel Terry & Co | 150,357 | $1.55M | 0.16% | 00.0% | Unchanged |
| Board of Trustees of The Leland Stanford Junior University | 147,852 | $1.53M | 0.10% | 00.0% | Unchanged |
| Difesa Capital Management, LP | 146,900 | $1.52M | 1.10% | +146,900 | New |
| Susquehanna International Group, LLP | 141,149 | $1.46M | 0.00% | +141,149 | New |
| Sumitomo Mitsui Trust Holdings, Inc. | 136,000 | $1.41M | 0.00% | −81,000−37.3% | Reduced |
| Mraz, Amerine & Associates, Inc. | 125,915 | $1.30M | 0.33% | +24,024+23.6% | Added |
| Gruss & Co., LLC | 120,963 | $1.25M | 3.35% | +15,352+14.5% | Added |
| Raymond James Financial Services Advisors, Inc. | 119,288 | $1.23M | 0.00% | +16,680+16.3% | Added |
| BNP Paribas Arbitrage, SA | 118,190 | $1.22M | 0.00% | +118,190 | New |
| Meristem Family Wealth, LLC | 106,114 | $1.10M | 0.09% | 00.0% | Unchanged |
| Gsa Capital Partners LLP | 104,399 | $1.08M | 0.14% | −7,890−7.0% | Reduced |
| Family Management Corp | 93,831 | $969.0K | 0.25% | 00.0% | Unchanged |
| Mercer Global Advisors Inc | 90,790 | $947.0K | 0.01% | 00.0% | Unchanged |
| Stifel Financial Corp | 90,127 | $931.0K | 0.00% | +1,000+1.1% | Added |
| Eagle Global Advisors LLC | 89,122 | $921.0K | 0.06% | 00.0% | Unchanged |
| Goldman Sachs Group Inc | 87,962 | $909.0K | 0.00% | +52,454+147.7% | Added |
| Requisite Capital Management, LLC | 85,491 | $883.0K | 0.28% | 00.0% | Unchanged |
| O'Brien Greene & Co. Inc | 80,000 | $826.0K | 0.27% | +22,000+37.9% | Added |
| Howard Financial Services, Ltd. | 79,027 | $816.0K | 0.25% | +1,665+2.2% | Added |
| Royal Bank of Canada | 76,229 | $788.0K | 0.00% | +42,375+125.2% | Added |
| U S Global Investors Inc | 70,000 | $723.0K | 0.03% | 00.0% | Unchanged |
| Freestone Capital Holdings, LLC | 69,750 | $721.0K | 0.03% | −50,000−41.8% | Reduced |
| Cullen/Frost Bankers, Inc. | 68,954 | $712.0K | 0.01% | +2,595+3.9% | Added |
| Moors & Cabot, Inc. | 68,350 | $706.0K | 0.04% | +2,600+4.0% | Added |
| Capital Directions Investment Advisors, LLC | 67,304 | $695.0K | 0.20% | 00.0% | Unchanged |
| Welch & Forbes LLC | 58,966 | $610.0K | 0.01% | 00.0% | Unchanged |
| Envestnet Asset Management Inc | 57,066 | $589.0K | 0.00% | −706−1.2% | Reduced |
| Clear Harbor Asset Management, LLC | 56,257 | $581.0K | 0.06% | −1,568−2.7% | Reduced |
| Citigroup Inc | 50,095 | $517.0K | 0.00% | −249,905−83.3% | Reduced |
| Avalon Investment & Advisory | 48,293 | $499.0K | 0.01% | 00.0% | Unchanged |
| Captrust Financial Advisors | 46,448 | $480.0K | 0.00% | 00.0% | Unchanged |
| Jane Street Group, LLC | 42,510 | $439.0K | 0.00% | +4,707+12.5% | Added |
| Bank of America Corp | 41,820 | $432.0K | 0.00% | −1,010−2.4% | Reduced |
| Aristides Capital LLC | 41,735 | $431.0K | 0.25% | 00.0% | Unchanged |
| Jump Financial, LLC | 41,627 | $430.0K | 0.03% | −6,673−13.8% | Reduced |
| Regency Capital Management Inc. | 37,000 | $382.0K | 0.24% | +4,000+12.1% | Added |
| Virtu Financial LLC | 35,964 | $372.0K | 0.04% | +35,964 | New |
| Evergreen Capital Management LLC | 35,650 | $368.0K | 0.01% | 00.0% | Unchanged |
| Intersect Capital LLC | 33,816 | $349.0K | 0.06% | −6,184−15.5% | Reduced |
| Bartlett & Co. Wealth Management LLC | 32,746 | $338.3K | 0.01% | 00.0% | Unchanged |
| O'Shaughnessy Asset Management, LLC | 32,716 | $338.0K | 0.01% | −7,284−18.2% | Reduced |
| Bartlett & Co. LLC | 32,746 | $338.0K | 0.01% | 00.0% | Unchanged |
| Simplex Trading, LLC | 32,716 | $337.0K | 0.01% | +32,716 | New |
| PEAK6 Investments LLC | 32,482 | $336.0K | 0.01% | −41,269−56.0% | Reduced |
| CIBC World Markets Inc. | 30,520 | $315.0K | 0.00% | 00.0% | Unchanged |
| Acadian Asset Management LLC | 28,994 | $298.0K | 0.00% | +18,053+165.0% | Added |
| Barclays PLC | 28,736 | $297.0K | 0.00% | −1,092−3.7% | Reduced |
| Franklin Street Advisors Inc | 28,000 | $289.0K | 0.02% | 00.0% | Unchanged |
| LPL Financial LLC | 22,340 | $231.0K | 0.00% | +1,464+7.0% | Added |
| Doliver Advisors, LP | 18,924 | $228.0K | 0.07% | +841+4.7% | Added |
| Baker Ellis Asset Management LLC | 22,000 | $227.0K | 0.04% | 00.0% | Unchanged |
| Eagle Harbor Asset Management Inc | 21,926 | $226.5K | 0.30% | +21,926 | New |
| Blair William & Co | 21,133 | $218.0K | 0.00% | +2,500+13.4% | Added |
| Bristlecone Advisors, LLC | 20,993 | $217.0K | 0.03% | +20,993 | New |
| Americana Partners, LLC | 20,850 | $215.0K | 0.04% | 00.0% | Unchanged |
| Cadence Bank NA | 20,671 | $214.0K | 0.06% | 00.0% | Unchanged |
| Credit Suisse AG | 20,606 | $213.0K | 0.00% | −270−1.3% | Reduced |
| Abacus Planning Group, Inc. | 20,000 | $207.0K | 0.06% | −10,000−33.3% | Reduced |
| Bokf, NA | 20,000 | $207.0K | 0.00% | +20,000 | New |
| Titleist Asset Management, Ltd. | 20,000 | $207.0K | 0.04% | +20,000 | New |
| Tower Research Capital LLC (TRC) | 19,985 | $206.0K | 0.00% | +16,403+457.9% | Added |
| Truist Financial Corp | 17,851 | $184.0K | 0.00% | 00.0% | Unchanged |
| HRT Financial LP | 17,388 | $179.0K | 0.00% | +17,388 | New |
| Icon Wealth Partners, LLC | 16,867 | $174.0K | 0.02% | 00.0% | Unchanged |
| Diversified Trust Co | 16,787 | $173.0K | 0.01% | 00.0% | Unchanged |
| SFMG, LLC | 16,621 | $172.0K | 0.02% | 00.0% | Unchanged |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 15,000 | $155.0K | 0.00% | 00.0% | Unchanged |