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 2022
Institutional positions in Black Stone Minerals, L.P. as of Dec 31, 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
- 172
- +25 vs. Q3 2022
- Shares held
- 36.5M
- +1.78M (+5.1%) vs. Q3 2022
- Total value
- $614.5M
- +$70.1M (+12.9%) vs. Q3 2022
- New holders
- 40
- 56 more added
- Sold out
- 15
- 38 more reduced
3 institutions that held it in Q3 2022 haven't filed for Q4 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2022
Shares, value and share of portfolio for each institution holding Black Stone Minerals, L.P.; share changes are against Q3 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Allworth Financial LP | 35 | $590 | 0.00% | 00.0% | Unchanged |
| Capital Analysts, LLC | 50 | $1.00K | 0.00% | 00.0% | Unchanged |
| Cresset Asset Management, LLC | 79,114 | $1.24K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 125 | $2.11K | 0.00% | +125 | New |
| Belpointe Asset Management LLC | 163 | $2.75K | 0.00% | +163 | New |
| Oliver Lagore Vanvalin Investment Group | 200 | $3.37K | 0.00% | +200 | New |
| Coppell Advisory Solutions LLC | 250 | $4.22K | 0.00% | +250 | New |
| Coppell Advisory Solutions Corp. | 250 | $4.22K | 0.00% | +250 | New |
| Parallel Advisors, LLC | 291 | $4.92K | 0.00% | +6+2.1% | Added |
| Advisory Services Network, LLC | 400 | $6.75K | 0.00% | +400 | New |
| Covestor Ltd | 440 | $7.00K | 0.01% | −10,461−96.0% | Reduced |
| Pin Oak Investment Advisors Inc | 400 | $7.00K | 0.01% | +400 | New |
| Pathway Financial Advisers, LLC | 435 | $7.34K | 0.00% | +435 | New |
| Align Wealth Management, LLC | 500 | $7.83K | 0.01% | +500 | New |
| Trustcore Financial Services, LLC | 500 | $8.44K | 0.00% | +400+400.0% | Added |
| Romano Brothers and Company | 500 | $8.44K | 0.00% | +500 | New |
| WJ Interests, LLC | 510 | $8.60K | 0.01% | +510 | New |
| Umb Bank N A | 700 | $12.0K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 700 | $13.0K | 0.00% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 800 | $13.5K | 0.01% | +800 | New |
| Grove Bank & Trust | 1,000 | $17.0K | 0.00% | +1,000 | New |
| Clearview Wealth Advisors LLC | 1,066 | $18.0K | 0.01% | +1,066 | New |
| Activest Wealth Management | 1,350 | $22.8K | 0.01% | 00.0% | Unchanged |
| Money Concepts Capital Corp | 1,790 | $30.2K | 0.00% | +1,790 | New |
| TD Waterhouse Canada Inc. | 1,531 | $32.9K | 0.00% | −14,843−90.6% | Reduced |
| Barclays PLC | 2,033 | $34.3K | 0.00% | −44,455−95.6% | Reduced |
| Optimum Investment Advisors | 3,000 | $50.6K | 0.03% | +3,000 | New |
| Clearstead Advisors, LLC | 3,247 | $54.8K | 0.00% | 00.0% | Unchanged |
| Steward Financial Group LLC | 3,482 | $58.0K | 0.03% | +3,482 | New |
| Geneos Wealth Management Inc. | 4,400 | $74.2K | 0.00% | +2,300+109.5% | Added |
| U.S. Capital Wealth Advisors, LLC | 4,841 | $81.7K | 0.00% | +4,841 | New |
| Vaughan Nelson Investment Management, L.P. | 5,600 | $94.0K | 0.00% | +5,600 | New |
| Capital Directions Investment Advisors, LLC | 5,984 | $101.0K | 0.04% | +5,984 | Added |
| CoreCap Advisors, LLC | 9,144 | $154.3K | 0.01% | +9,144 | New |
| Hilltop Holdings Inc. | 10,900 | $183.9K | 0.02% | +10,900 | New |
| State of Wyoming | 11,365 | $191.7K | 0.06% | −4,435−28.1% | Reduced |
| Franklin Resources Inc | 11,419 | $192.6K | 0.00% | 00.0% | Unchanged |
| Guardian Wealth Management, Inc. | 11,432 | $192.9K | 0.19% | +1,028+9.9% | Added |
| Halpern Financial, Inc. | 11,500 | $194.0K | 0.07% | 00.0% | Unchanged |
| Arrow Investment Advisors, LLC | 11,636 | $196.3K | 0.14% | −3,484−23.0% | Reduced |
| Saxon Interests, Inc. | 12,212 | $196.6K | 0.11% | +12,212 | New |
| Ascension Capital Advisors, Inc. | 12,186 | $205.6K | 0.20% | 00.0% | Unchanged |
| Annandale Capital, LLC | 12,624 | $213.0K | 0.07% | −100−0.8% | Reduced |
| Avidian Wealth Solutions, LLC | 12,831 | $216.5K | 0.01% | +151+1.2% | Added |
| Virtu Financial LLC | 12,893 | $217.0K | 0.03% | +1,693+15.1% | Added |
| Boston Private Wealth LLC | 13,217 | $223.0K | 0.00% | +13,217 | New |
| Linscomb & Williams, Inc. | 14,010 | $236.3K | 0.01% | +3,010+27.4% | Added |
| HAP Trading, LLC | 14,364 | $242.0K | 0.04% | −18,435−56.2% | Reduced |
| F&V Capital Management, LLC | 15,000 | $253.0K | 0.08% | +3,800+33.9% | Added |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 15,000 | $253.1K | 0.00% | 00.0% | Unchanged |
| Mariner, LLC | 15,198 | $256.0K | 0.00% | −93−0.6% | Reduced |
| Creative Planning | 15,470 | $261.0K | 0.00% | +3,420+28.4% | Added |
| Truist Financial Corp | 15,748 | $265.7K | 0.00% | −1,935−10.9% | Reduced |
| Apollon Wealth Management, LLC | 16,103 | $271.7K | 0.02% | −2,222−12.1% | Reduced |
| Eagle Harbor Asset Management Inc | 16,303 | $275.0K | 0.40% | −7,520−31.6% | Reduced |
| US Bancorp | 16,450 | $277.5K | 0.00% | +3,500+27.0% | Added |
| Diversified Trust Co | 16,787 | $283.0K | 0.01% | 00.0% | Unchanged |
| Icon Wealth Advisors, LLC | 16,867 | $284.6K | 0.03% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 16,895 | $285.0K | 0.01% | +10,376+159.2% | Added |
| SEI Investments Co | 17,603 | $297.0K | 0.00% | +17,603 | New |
| Baker Ellis Asset Management LLC | 18,000 | $303.7K | 0.06% | 00.0% | Unchanged |
| Acadian Asset Management LLC | 19,267 | $324.0K | 0.00% | −4,109−17.6% | Reduced |
| Victory Capital Management Inc | 19,250 | $324.7K | 0.00% | −10−0.1% | Reduced |
| Pekin Hardy Strauss, Inc. | 19,500 | $329.0K | 0.05% | −2,200−10.1% | Reduced |
| Alps Advisors Inc | 19,572 | $330.2K | 0.00% | −100−0.5% | Reduced |
| Franklin Street Advisors Inc | 20,000 | $337.0K | 0.03% | −1,000−4.8% | Reduced |
| Bokf, NA | 20,000 | $337.4K | 0.01% | +20,000 | New |
| IHT Wealth Management, LLC | 20,223 | $341.2K | 0.02% | +20,223 | New |
| Cetera Advisor Networks LLC | 20,439 | $344.8K | 0.00% | +2,272+12.5% | Added |
| Clear Street Markets LLC | 21,119 | $356.0K | 0.07% | −1,481−6.6% | Reduced |
| SFMG, LLC | 21,621 | $364.7K | 0.04% | 00.0% | Unchanged |
| Commonwealth Equity Services, LLC | 21,747 | $366.0K | 0.00% | +3,413+18.6% | Added |
| Lee Financial Co | 22,350 | $377.0K | 0.06% | +7,050+46.1% | Added |
| Ronald Blue Trust, Inc. | 24,506 | $384.0K | 0.01% | +2,317+10.4% | Added |
| BancorpSouth Bank | 22,851 | $385.5K | 0.04% | +554+2.5% | Added |
| Requisite Capital Management, LLC | 23,750 | $400.7K | 0.13% | +5,167+27.8% | Added |
| Cavalier Investments, LLC | 23,947 | $404.0K | 0.15% | +23,947 | New |
| First Republic Investment Management, Inc. | 25,000 | $421.8K | 0.00% | +25,000 | New |
| MAS Advisors LLC | 26,647 | $449.4K | 0.42% | +26,647 | New |
| Doliver Advisors, LP | 27,824 | $469.4K | 0.15% | +1,400+5.3% | Added |
| Simplex Trading, LLC | 31,445 | $530.0K | 0.03% | +26,630+553.1% | Added |
| The PNC Financial Services Group, Inc. | 31,800 | $536.5K | 0.00% | +31,800 | New |
| Bristlecone Advisors, LLC | 32,410 | $546.8K | 0.07% | +461+1.4% | Added |
| Bartlett & Co. LLC | 32,746 | $552.0K | 0.01% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 32,746 | $552.4K | 0.01% | 00.0% | Unchanged |
| Evergreen Capital Management LLC | 35,650 | $601.4K | 0.03% | 00.0% | Unchanged |
| Wells Fargo & Company | 37,745 | $636.8K | 0.00% | −92,459−71.0% | Reduced |
| GraniteShares Advisors LLC | 37,749 | $636.8K | 0.53% | +37,749 | New |
| Capital Wealth Alliance, LLC | 38,247 | $645.2K | 0.54% | +26,732+232.1% | Added |
| SG Americas Securities, LLC | 40,062 | $676.0K | 0.01% | +3,507+9.6% | Added |
| Aristides Capital LLC | 41,735 | $704.1K | 0.43% | 00.0% | Unchanged |
| Captrust Financial Advisors | 45,448 | $766.7K | 0.00% | 00.0% | Unchanged |
| Americana Partners, LLC | 45,893 | $774.2K | 0.13% | 00.0% | Unchanged |
| Jane Street Group, LLC | 46,839 | $790.2K | 0.00% | +30,246+182.3% | Added |
| Bank of America Corp | 47,288 | $797.7K | 0.00% | −9,637−16.9% | Reduced |
| Avalon Investment & Advisory | 48,293 | $815.0K | 0.02% | 00.0% | Unchanged |
| Tocqueville Asset Management L.P. | 49,104 | $828.4K | 0.02% | −750,000−93.9% | Reduced |
| D.A. Davidson & Co. | 51,200 | $863.7K | 0.01% | +9,100+21.6% | Added |
| Navellier & Associates Inc | 51,425 | $867.5K | 0.18% | +7,281+16.5% | Added |
| LPL Financial LLC | 53,680 | $905.6K | 0.00% | +317+0.6% | Added |