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 2022
Institutional positions in Black Stone Minerals, L.P. as of Sep 30, 2022. 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
- 150
- +13 vs. Q2 2022
- Shares held
- 34.8M
- +1.13M (+3.3%) vs. Q2 2022
- Total value
- $544.8M
- +$82.0M (+17.7%) vs. Q2 2022
- New holders
- 27
- 41 more added
- Sold out
- 14
- 40 more reduced
3 institutions that held it in Q2 2022 haven't filed for Q3 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 2022: 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 2022
Shares, value and share of portfolio for each institution holding Black Stone Minerals, L.P.; share changes are against Q2 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Bellwether Advisors, LLC | 16 | $0 | 0.00% | −8−33.3% | Reduced |
| Capital Analysts, LLC | 50 | $1.00K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 35 | $1.00K | 0.00% | +35 | New |
| Trustcore Financial Services, LLC | 100 | $2.00K | 0.00% | +100 | New |
| Wipfli Financial Advisors LLC, | 200 | $3.00K | 0.00% | +200 | New |
| Parallel Advisors, LLC | 285 | $4.00K | 0.00% | +8+2.9% | Added |
| Macroview Investment Management LLC | 315 | $5.00K | 0.01% | +315 | New |
| Axiom Investment Management LLC | 500 | $8.00K | 0.02% | +500 | New |
| Umb Bank N A | 700 | $11.0K | 0.00% | 00.0% | Unchanged |
| National Bank of Canada | 694 | $11.0K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 700 | $13.0K | 0.00% | +700 | New |
| Activest Wealth Management | 1,350 | $21.0K | 0.01% | +1,350 | New |
| Geneos Wealth Management Inc. | 2,100 | $32.0K | 0.00% | −1,800−46.2% | Reduced |
| Clearstead Advisors, LLC | 3,247 | $51.0K | 0.00% | +3,247 | New |
| Beaird Harris Wealth Management, LLC | 4,091 | $64.0K | 0.01% | +107+2.7% | Added |
| Simplex Trading, LLC | 4,815 | $75.0K | 0.00% | +4,815 | New |
| American Portfolios Advisors | 5,484 | $85.8K | 0.00% | +1,084+24.6% | Added |
| Cutler Group LP | 5,808 | $90.0K | 0.01% | +4,564+366.9% | Added |
| Credit Suisse AG | 5,937 | $93.0K | 0.00% | −12,343−67.5% | Reduced |
| Capital Directions Investment Advisors, LLC | 0 | $94.0K | 0.04% | −5,984−100.0% | Reduced |
| Tower Research Capital LLC (TRC) | 6,519 | $102.0K | 0.00% | +4,097+169.2% | Added |
| BNP Paribas Arbitrage, SA | 6,588 | $103.1K | 0.00% | −151,142−95.8% | Reduced |
| Financial Synergies Wealth Advisors, Inc. | 9,784 | $153.1K | 0.03% | 00.0% | Unchanged |
| Abacus Planning Group, Inc. | 10,000 | $157.0K | 0.05% | 00.0% | Unchanged |
| Guardian Wealth Management, Inc. | 10,404 | $163.0K | 0.18% | +52+0.5% | Added |
| Covestor Ltd | 10,901 | $171.0K | 0.15% | +3,690+51.2% | Added |
| Linscomb & Williams, Inc. | 11,000 | $172.0K | 0.01% | −548−4.7% | Reduced |
| Virtu Financial LLC | 11,200 | $175.0K | 0.02% | +11,200 | New |
| F&V Capital Management, LLC | 11,200 | $175.0K | 0.07% | +11,200 | New |
| Franklin Resources Inc | 11,419 | $179.0K | 0.00% | 00.0% | Unchanged |
| Halpern Financial, Inc. | 11,500 | $180.0K | 0.07% | 00.0% | Unchanged |
| Capital Wealth Alliance, LLC | 11,515 | $180.0K | 0.15% | +11,515 | New |
| Creative Planning | 12,050 | $189.0K | 0.00% | −91−0.7% | Reduced |
| Ascension Capital Advisors, Inc. | 12,186 | $191.0K | 0.21% | −100−0.8% | Reduced |
| Avidian Wealth Solutions, LLC | 12,680 | $198.0K | 0.01% | +170+1.4% | Added |
| Annandale Capital, LLC | 12,724 | $199.0K | 0.07% | 00.0% | Unchanged |
| US Bancorp | 12,950 | $203.0K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 14,164 | $222.0K | 0.01% | −2,108−13.0% | Reduced |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 15,000 | $235.0K | 0.00% | 00.0% | Unchanged |
| Arrow Investment Advisors, LLC | 15,120 | $237.0K | 0.18% | −2,953−16.3% | Reduced |
| Federation des caisses Desjardins du Quebec | 15,155 | $237.2K | 0.00% | +3,855+34.1% | Added |
| Lee Financial Co | 15,300 | $239.0K | 0.04% | 00.0% | Unchanged |
| CIBC World Markets Inc. | 15,260 | $239.0K | 0.00% | 00.0% | Unchanged |
| Mariner, LLC | 15,291 | $239.0K | 0.00% | +15,291 | New |
| State of Wyoming | 15,800 | $247.0K | 0.12% | +2,572+19.4% | Added |
| Jane Street Group, LLC | 16,593 | $259.0K | 0.00% | −17,095−50.7% | Reduced |
| Advisor Group Holdings, Inc. | 16,722 | $262.0K | 0.00% | +5,174+44.8% | Added |
| Diversified Trust Co | 16,787 | $263.0K | 0.01% | 00.0% | Unchanged |
| Icon Wealth Advisors, LLC | 16,867 | $264.0K | 0.03% | +16,867 | New |
| Truist Financial Corp | 17,683 | $277.0K | 0.00% | −421−2.3% | Reduced |
| Baker Ellis Asset Management LLC | 18,000 | $282.0K | 0.06% | −1,000−5.3% | Reduced |
| Cetera Advisor Networks LLC | 18,167 | $284.0K | 0.00% | +942+5.5% | Added |
| Commonwealth Equity Services, LLC | 18,334 | $286.0K | 0.00% | +3,120+20.5% | Added |
| Apollon Wealth Management, LLC | 18,325 | $287.0K | 0.02% | +18,325 | New |
| Requisite Capital Management, LLC | 18,583 | $291.0K | 0.10% | +6,966+60.0% | Added |
| Victory Capital Management Inc | 19,260 | $301.0K | 0.00% | +19,260 | New |
| TD Waterhouse Canada Inc. | 16,374 | $303.3K | 0.00% | +7,305+80.5% | Added |
| Ronald Blue Trust, Inc. | 22,189 | $304.0K | 0.01% | +5,225+30.8% | Added |
| Alps Advisors Inc | 19,672 | $308.0K | 0.00% | +19,672 | New |
| Franklin Street Advisors Inc | 21,000 | $329.0K | 0.03% | −2,500−10.6% | Reduced |
| Pekin Hardy Strauss, Inc. | 21,700 | $340.0K | 0.06% | +7,500+52.8% | Added |
| Cadence Bank NA | 22,298 | $349.0K | 2.17% | +583+2.7% | Added |
| BancorpSouth Bank | 22,297 | $349.0K | 0.04% | +22,297 | New |
| Clear Street Markets LLC | 22,600 | $354.0K | 0.07% | −800−3.4% | Reduced |
| Acadian Asset Management LLC | 23,376 | $365.0K | 0.00% | 00.0% | Unchanged |
| SFMG, LLC | 21,621 | $370.0K | 0.04% | 00.0% | Unchanged |
| Eagle Harbor Asset Management Inc | 23,823 | $372.8K | 0.64% | 00.0% | Unchanged |
| Russell Investments Group, Ltd. | – | $373.0K | 0.00% | – | – |
| PEAK6 Investments LLC | 24,258 | $380.0K | 0.01% | −1,710−6.6% | Reduced |
| Doliver Advisors, LP | 26,424 | $414.0K | 0.15% | 00.0% | Unchanged |
| Bristlecone Advisors, LLC | 31,949 | $500.0K | 0.07% | −964−2.9% | Reduced |
| Bartlett & Co. LLC | 32,746 | $512.0K | 0.01% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 32,746 | $512.5K | 0.01% | 00.0% | Unchanged |
| HAP Trading, LLC | 32,799 | $513.0K | 0.07% | +32,799 | New |
| AE Wealth Management LLC | 35,144 | $550.0K | 0.00% | +4,329+14.0% | Added |
| Evergreen Capital Management LLC | 35,650 | $558.0K | 0.03% | 00.0% | Unchanged |
| SG Americas Securities, LLC | 36,555 | $572.0K | 0.01% | +10,022+37.8% | Added |
| Aristides Capital LLC | 41,735 | $653.0K | 0.56% | 00.0% | Unchanged |
| D.A. Davidson & Co. | 42,100 | $659.0K | 0.01% | +42,100 | New |
| Navellier & Associates Inc | 44,144 | $691.0K | 0.15% | −329−0.7% | Reduced |
| Captrust Financial Advisors | 45,448 | $711.0K | 0.00% | −4,681−9.3% | Reduced |
| Americana Partners, LLC | 45,893 | $718.0K | 0.13% | 00.0% | Unchanged |
| Barclays PLC | 46,488 | $727.0K | 0.00% | −4,291−8.5% | Reduced |
| Avalon Investment & Advisory | 48,293 | $756.0K | 0.02% | 00.0% | Unchanged |
| HRT Financial LP | 49,246 | $770.0K | 0.01% | +49,246 | New |
| LPL Financial LLC | 53,363 | $835.0K | 0.00% | +9,517+21.7% | Added |
| Citadel Advisors LLC | 55,617 | $870.0K | 0.00% | −8,374−13.1% | Reduced |
| Clear Harbor Asset Management, LLC | 56,257 | $880.0K | 0.12% | 00.0% | Unchanged |
| Bank of America Corp | 56,925 | $890.0K | 0.00% | +974+1.7% | Added |
| Envestnet Asset Management Inc | 57,066 | $893.0K | 0.00% | 00.0% | Unchanged |
| Welch & Forbes LLC | 58,966 | $923.0K | 0.02% | 00.0% | Unchanged |
| Deutsche Bank AG | 62,654 | $981.0K | 0.00% | +62,654 | New |
| Chase Investment Counsel Corp | 63,832 | $998.0K | 0.63% | +63,832 | New |
| Concorde Financial Corp | 68,668 | $1.07M | 0.72% | −132,810−65.9% | Reduced |
| U S Global Investors Inc | 70,000 | $1.10M | 0.07% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 74,192 | $1.16M | 0.03% | 00.0% | Unchanged |
| Cresset Asset Management, LLC | 79,114 | $1.24M | 0.02% | −6,700−7.8% | Reduced |
| Bank of Montreal | 77,300 | $1.24M | 0.00% | −381,800−83.2% | Reduced |
| Moors & Cabot, Inc. | 79,600 | $1.25M | 0.09% | +7,900+11.0% | Added |
| Jump Financial, LLC | 82,391 | $1.29M | 0.05% | −12,709−13.4% | Reduced |