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 |
|---|---|---|---|---|---|
| AE Wealth Management LLC | 55,755 | $940.6K | 0.01% | +20,611+58.6% | Added |
| Clear Harbor Asset Management, LLC | 56,257 | $949.1K | 0.12% | 00.0% | Unchanged |
| PEAK6 Investments LLC | 56,584 | $954.6K | 0.05% | +32,326+133.3% | Added |
| Group One Trading, L.P. | 57,571 | $971.2K | 0.03% | +57,571 | New |
| Envestnet Asset Management Inc | 57,784 | $974.8K | 0.00% | +718+1.3% | Added |
| Welch & Forbes LLC | 58,966 | $994.8K | 0.02% | 00.0% | Unchanged |
| Jenkins Wealth | 62,371 | $1.05M | 0.42% | +62,371 | New |
| Jefferies Financial Group Inc. | 62,400 | $1.05M | 0.02% | +62,400 | New |
| Deutsche Bank AG | 62,654 | $1.06M | 0.00% | 00.0% | Unchanged |
| Concorde Financial Corp | 68,668 | $1.07M | 0.72% | 00.0% | Unchanged |
| Chase Investment Counsel Corp | 63,832 | $1.08M | 0.66% | 00.0% | Unchanged |
| Sumitomo Mitsui Trust Holdings, Inc. | 68,000 | $1.15M | 0.00% | −44,000−39.3% | Reduced |
| Advisor Group Holdings, Inc. | 71,965 | $1.21M | 0.00% | +55,243+330.4% | Added |
| Cullen/Frost Bankers, Inc. | 74,192 | $1.25M | 0.02% | 00.0% | Unchanged |
| Moors & Cabot, Inc. | 81,600 | $1.38M | 0.10% | +2,000+2.5% | Added |
| Gruss & Co., LLC | 84,463 | $1.42M | 8.80% | −12,400−12.8% | Reduced |
| U S Global Investors Inc | 85,000 | $1.43M | 0.09% | +15,000+21.4% | Added |
| Eagle Global Advisors LLC | 90,122 | $1.52M | 0.10% | 00.0% | Unchanged |
| Mercer Global Advisors Inc | 91,231 | $1.54M | 0.01% | +411+0.5% | Added |
| Howard Financial Services, Ltd. | 93,327 | $1.57M | 0.41% | +2,131+2.3% | Added |
| Family Management Corp | 93,831 | $1.58M | 0.39% | 00.0% | Unchanged |
| Stifel Financial Corp | 100,591 | $1.70M | 0.00% | +9,864+10.9% | Added |
| Bramshill Investments, LLC | 101,860 | $1.72M | 0.20% | +101,860 | New |
| Caldwell Sutter Capital, Inc. | 105,700 | $1.78M | 1.57% | +105,700 | New |
| Invesco Ltd. | 108,492 | $1.83M | 0.00% | −1,354−1.2% | Reduced |
| O'Brien Greene & Co. Inc | 110,000 | $1.86M | 0.70% | −220,000−66.7% | Reduced |
| Zions Bancorporation, N.A. | 111,914 | $1.89M | 0.15% | 00.0% | Unchanged |
| HRT Financial LP | 116,674 | $1.97M | 0.03% | +67,428+136.9% | Added |
| Gsa Capital Partners LLP | 126,592 | $2.14M | 0.27% | +29,165+29.9% | Added |
| Mraz, Amerine & Associates, Inc. | 132,755 | $2.24M | 0.53% | −966−0.7% | Reduced |
| Adviser Investments LLC | 144,058 | $2.26M | 0.06% | −594−0.4% | Reduced |
| Ancora Advisors, LLC | 135,680 | $2.29M | 0.07% | +224+0.2% | Added |
| Jump Financial, LLC | 136,200 | $2.30M | 0.12% | +53,809+65.3% | Added |
| Goldman Sachs Group Inc | 138,225 | $2.33M | 0.00% | −137,083−49.8% | Reduced |
| McDaniel Terry & Co | 142,512 | $2.40M | 0.28% | 00.0% | Unchanged |
| LMG Wealth Partners, LLC | 144,245 | $2.45M | 0.81% | +144,245 | New |
| Royal Bank of Canada | 147,602 | $2.49M | 0.00% | +21,541+17.1% | Added |
| Board of Trustees of The Leland Stanford Junior University | 147,852 | $2.49M | 0.25% | 00.0% | Unchanged |
| Horizon Kinetics Asset Management LLC | 164,888 | $2.78M | 0.05% | −814−0.5% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 165,023 | $2.78M | 0.01% | +864+0.5% | Added |
| Hill Investment Group Partners, LLC | 177,487 | $2.99M | 0.72% | 00.0% | Unchanged |
| Macquarie Group Ltd | 182,289 | $3.08M | 0.00% | +59,165+48.1% | Added |
| Orchard Capital Managment, LLC | 189,163 | $3.19M | 1.07% | +189,163 | New |
| BNP Paribas Arbitrage, SA | 190,851 | $3.22M | 0.01% | +184,263+2,796.9% | Added |
| First Trust Advisors LP | 212,016 | $3.58M | 0.00% | −39,352−15.7% | Reduced |
| Prospera Financial Services Inc | 213,099 | $3.59M | 0.18% | +43,713+25.8% | Added |
| Difesa Capital Management, LP | 221,800 | $3.74M | 2.91% | +15,000+7.3% | Added |
| HighTower Trust Services, LTA | 254,536 | $4.09M | 0.39% | 00.0% | Unchanged |
| HighTower Advisors, LLC | 244,348 | $4.12M | 0.01% | −1,143−0.5% | Reduced |
| Citadel Advisors LLC | 269,985 | $4.55M | 0.01% | +214,368+385.4% | Added |
| ING Groep NV | 303,200 | $5.11M | 0.05% | −79,100−20.7% | Reduced |
| Clarus Group, Inc. | 333,996 | $5.63M | 4.95% | 00.0% | Unchanged |
| Raymond James & Associates | 349,138 | $5.89M | 0.01% | +41,066+13.3% | Added |
| Cambridge Investment Research Advisors, Inc. | 402,693 | $6.79M | 0.04% | +10,125+2.6% | Added |
| Fayez Sarofim & Co | 460,740 | $7.77M | 0.03% | −7,008−1.5% | Reduced |
| Spirit of America Management Corp | 478,749 | $8.08M | 1.81% | +3,500+0.7% | Added |
| Kempner Capital Management Inc. | 498,616 | $8.41M | 5.10% | 00.0% | Unchanged |
| Immersion Capital LLP | 611,496 | $10.3M | 3.19% | +198,996+48.2% | Added |
| Mayo Clinic | 643,617 | $10.9M | 5.75% | +643,617 | New |
| Ion Asset Management Ltd. | 674,235 | $11.4M | 1.54% | −30,765−4.4% | Reduced |
| Epacria Capital Partners, LLC | 720,176 | $12.1M | 9.80% | +720,176 | New |
| Brown Advisory Inc | 982,922 | $16.6M | 0.03% | −1,800−0.2% | Reduced |
| Investment Management Associates Inc | 984,576 | $16.6M | 6.95% | +276,786+39.1% | Added |
| JPMorgan Chase & Co | 1,152,661 | $19.4M | 0.00% | +812,840+239.2% | Added |
| Mudita Advisors LLP | 1,281,961 | $21.6M | 18.88% | −172,561−11.9% | Reduced |
| CIBC Private Wealth Group, LLC | 1,370,005 | $23.1M | 0.08% | +1620.0% | Added |
| Natixis | 1,409,600 | $23.8M | 0.14% | +697,400+97.9% | Added |
| Penn Davis McFarland Inc | 1,559,627 | $26.3M | 5.16% | −15,645−1.0% | Reduced |
| UBS Group AG | 3,138,271 | $52.9M | 0.03% | −469,937−13.0% | Reduced |
| Morgan Stanley | 4,004,701 | $67.6M | 0.01% | +2,369,656+144.9% | Added |
| William Marsh Rice University | 7,266,343 | $122.6M | 64.36% | 00.0% | Unchanged |
| Perella Weinberg Partners Capital Management LP | 206 | – | – | −230−52.8% | Reduced |
| EdgePoint Investment Group Inc. | 0 | $0 | 0.00% | −3,618,261−100.0% | Sold out |
| Bank of Montreal | 0 | $0 | 0.00% | −77,300−100.0% | Sold out |
| Russell Investments Group, Ltd. | 0 | $0 | 0.00% | – | Sold out |
| CIBC World Markets Inc. | 0 | $0 | 0.00% | −15,260−100.0% | Sold out |
| Federation des caisses Desjardins du Quebec | 0 | $0 | 0.00% | −15,155−100.0% | Sold out |
| Spire Wealth Management | 0 | $0 | 0.00% | −14,164−100.0% | Sold out |
| Abacus Planning Group, Inc. | 0 | $0 | 0.00% | −10,000−100.0% | Sold out |
| Financial Synergies Wealth Advisors, Inc. | 0 | $0 | 0.00% | −9,784−100.0% | Sold out |
| Credit Suisse AG | 0 | $0 | 0.00% | −5,937−100.0% | Sold out |
| Cutler Group LP | 0 | $0 | 0.00% | −5,808−100.0% | Sold out |
| Beaird Harris Wealth Management, LLC | 0 | $0 | 0.00% | −4,091−100.0% | Sold out |
| National Bank of Canada | 0 | $0 | 0.00% | −694−100.0% | Sold out |
| Axiom Investment Management LLC | 0 | $0 | 0.00% | −500−100.0% | Sold out |
| Macroview Investment Management LLC | 0 | $0 | 0.00% | −315−100.0% | Sold out |
| Bellwether Advisors, LLC | 0 | $0 | 0.00% | −16−100.0% | Sold out |
| Cadence Bank NA | – | – | – | – | Not filed |
| American Portfolios Advisors | – | – | – | – | Not filed |
| Wipfli Financial Advisors LLC, | – | – | – | – | Not filed |