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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.

Q4 2022 vs. Q3 2022

How the institutions holding Black Stone Minerals, L.P. changed between Q3 2022 and Q4 2022.

All holders in Q4 2022All holders in Q3 2022

13F holders of BSM: Q3 2022 compared with Q4 2022
MeasureQ3 2022Of which not filed for Q4 2022Q4 2022Change
Holders1503172+25
Shares34.8M28.0K36.5M+1.78M (+5.1%)
Value$544.8M$437.8K$614.5M+$70.1M (+12.9%)

3 institutions that held it in Q3 2022 haven't filed for Q4 2022 yet. Not filing isn't selling, so the changes leave them out.

New holders (40)

Institutions that held Black Stone Minerals, L.P. at the end of Q4 2022 but not at the end of Q3 2022.

Institutions new to BSM in Q4 2022
InstitutionSharesValue% of portfolio
Epacria Capital Partners, LLC720,176$12.1M9.80%
Mayo Clinic643,617$10.9M5.75%
Orchard Capital Managment, LLC189,163$3.19M1.07%
LMG Wealth Partners, LLC144,245$2.45M0.81%
Caldwell Sutter Capital, Inc.105,700$1.78M1.57%
Bramshill Investments, LLC101,860$1.72M0.20%
Jefferies Financial Group Inc.62,400$1.05M0.02%
Jenkins Wealth62,371$1.05M0.42%
Group One Trading, L.P.57,571$971.2K0.03%
GraniteShares Advisors LLC37,749$636.8K0.53%
The PNC Financial Services Group, Inc.31,800$536.5K0.00%
MAS Advisors LLC26,647$449.4K0.42%
First Republic Investment Management, Inc.25,000$421.8K0.00%
Cavalier Investments, LLC23,947$404.0K0.15%
IHT Wealth Management, LLC20,223$341.2K0.02%
Bokf, NA20,000$337.4K0.01%
SEI Investments Co17,603$297.0K0.00%
Boston Private Wealth LLC13,217$223.0K0.00%
Saxon Interests, Inc.12,212$196.6K0.11%
Hilltop Holdings Inc.10,900$183.9K0.02%
CoreCap Advisors, LLC9,144$154.3K0.01%
Vaughan Nelson Investment Management, L.P.5,600$94.0K0.00%
U.S. Capital Wealth Advisors, LLC4,841$81.7K0.00%
Steward Financial Group LLC3,482$58.0K0.03%
Optimum Investment Advisors3,000$50.6K0.03%
Money Concepts Capital Corp1,790$30.2K0.00%
Clearview Wealth Advisors LLC1,066$18.0K0.01%
Grove Bank & Trust1,000$17.0K0.00%
Newbridge Financial Services Group, Inc.800$13.5K0.01%
WJ Interests, LLC510$8.60K0.01%
Romano Brothers and Company500$8.44K0.00%
Align Wealth Management, LLC500$7.83K0.01%
Pathway Financial Advisers, LLC435$7.34K0.00%
Pin Oak Investment Advisors Inc400$7.00K0.01%
Advisory Services Network, LLC400$6.75K0.00%
Coppell Advisory Solutions LLC250$4.22K0.00%
Coppell Advisory Solutions Corp.250$4.22K0.00%
Oliver Lagore Vanvalin Investment Group200$3.37K0.00%
Belpointe Asset Management LLC163$2.75K0.00%
Farther Finance Advisors, LLC125$2.11K0.00%

Sold out (15)

Institutions that held Black Stone Minerals, L.P. at the end of Q3 2022 and filed for Q4 2022 without it.

Institutions that sold out of BSM in Q4 2022
InstitutionShares, Q3 2022Value, Q3 2022
EdgePoint Investment Group Inc.3,618,261$56.6M
Bank of Montreal77,300$1.24M
Russell Investments Group, Ltd.–$373.0K
CIBC World Markets Inc.15,260$239.0K
Federation des caisses Desjardins du Quebec15,155$237.2K
Spire Wealth Management14,164$222.0K
Abacus Planning Group, Inc.10,000$157.0K
Financial Synergies Wealth Advisors, Inc.9,784$153.1K
Credit Suisse AG5,937$93.0K
Cutler Group LP5,808$90.0K
Beaird Harris Wealth Management, LLC4,091$64.0K
National Bank of Canada694$11.0K
Axiom Investment Management LLC500$8.00K
Macroview Investment Management LLC315$5.00K
Bellwether Advisors, LLC16$0

Not filed for Q4 2022 yet (3)

Institutions that held Black Stone Minerals, L.P. at the end of Q3 2022 and haven't filed a 13F for Q4 2022. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding BSM in Q3 2022 that haven't filed for Q4 2022
InstitutionShares, Q3 2022Value, Q3 2022
Cadence Bank NA22,298$349.0K
American Portfolios Advisors5,484$85.8K
Wipfli Financial Advisors LLC,200$3.00K