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 |
|---|---|---|---|---|---|
| SFMG, LLC | 21,621 | $364.7K | 0.04% | 00.0% | Unchanged |
| Clear Street Markets LLC | 21,119 | $356.0K | 0.07% | −1,481−6.6% | Reduced |
| Cetera Advisor Networks LLC | 20,439 | $344.8K | 0.00% | +2,272+12.5% | Added |
| IHT Wealth Management, LLC | 20,223 | $341.2K | 0.02% | +20,223 | New |
| Bokf, NA | 20,000 | $337.4K | 0.01% | +20,000 | New |
| Franklin Street Advisors Inc | 20,000 | $337.0K | 0.03% | −1,000−4.8% | Reduced |
| Alps Advisors Inc | 19,572 | $330.2K | 0.00% | −100−0.5% | Reduced |
| Pekin Hardy Strauss, Inc. | 19,500 | $329.0K | 0.05% | −2,200−10.1% | Reduced |
| Victory Capital Management Inc | 19,250 | $324.7K | 0.00% | −10−0.1% | Reduced |
| Acadian Asset Management LLC | 19,267 | $324.0K | 0.00% | −4,109−17.6% | Reduced |
| Baker Ellis Asset Management LLC | 18,000 | $303.7K | 0.06% | 00.0% | Unchanged |
| SEI Investments Co | 17,603 | $297.0K | 0.00% | +17,603 | New |
| Tower Research Capital LLC (TRC) | 16,895 | $285.0K | 0.01% | +10,376+159.2% | Added |
| Icon Wealth Advisors, LLC | 16,867 | $284.6K | 0.03% | 00.0% | Unchanged |
| Diversified Trust Co | 16,787 | $283.0K | 0.01% | 00.0% | Unchanged |
| US Bancorp | 16,450 | $277.5K | 0.00% | +3,500+27.0% | Added |
| Eagle Harbor Asset Management Inc | 16,303 | $275.0K | 0.40% | −7,520−31.6% | Reduced |
| Apollon Wealth Management, LLC | 16,103 | $271.7K | 0.02% | −2,222−12.1% | Reduced |
| Truist Financial Corp | 15,748 | $265.7K | 0.00% | −1,935−10.9% | Reduced |
| Creative Planning | 15,470 | $261.0K | 0.00% | +3,420+28.4% | Added |
| Mariner, LLC | 15,198 | $256.0K | 0.00% | −93−0.6% | Reduced |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 15,000 | $253.1K | 0.00% | 00.0% | Unchanged |
| F&V Capital Management, LLC | 15,000 | $253.0K | 0.08% | +3,800+33.9% | Added |
| HAP Trading, LLC | 14,364 | $242.0K | 0.04% | −18,435−56.2% | Reduced |
| Linscomb & Williams, Inc. | 14,010 | $236.3K | 0.01% | +3,010+27.4% | Added |
| Boston Private Wealth LLC | 13,217 | $223.0K | 0.00% | +13,217 | New |
| Virtu Financial LLC | 12,893 | $217.0K | 0.03% | +1,693+15.1% | Added |
| Avidian Wealth Solutions, LLC | 12,831 | $216.5K | 0.01% | +151+1.2% | Added |
| Annandale Capital, LLC | 12,624 | $213.0K | 0.07% | −100−0.8% | Reduced |
| Ascension Capital Advisors, Inc. | 12,186 | $205.6K | 0.20% | 00.0% | Unchanged |
| Saxon Interests, Inc. | 12,212 | $196.6K | 0.11% | +12,212 | New |
| Arrow Investment Advisors, LLC | 11,636 | $196.3K | 0.14% | −3,484−23.0% | Reduced |
| Halpern Financial, Inc. | 11,500 | $194.0K | 0.07% | 00.0% | Unchanged |
| Guardian Wealth Management, Inc. | 11,432 | $192.9K | 0.19% | +1,028+9.9% | Added |
| Franklin Resources Inc | 11,419 | $192.6K | 0.00% | 00.0% | Unchanged |
| State of Wyoming | 11,365 | $191.7K | 0.06% | −4,435−28.1% | Reduced |
| Hilltop Holdings Inc. | 10,900 | $183.9K | 0.02% | +10,900 | New |
| CoreCap Advisors, LLC | 9,144 | $154.3K | 0.01% | +9,144 | New |
| Capital Directions Investment Advisors, LLC | 5,984 | $101.0K | 0.04% | +5,984 | Added |
| Vaughan Nelson Investment Management, L.P. | 5,600 | $94.0K | 0.00% | +5,600 | New |
| U.S. Capital Wealth Advisors, LLC | 4,841 | $81.7K | 0.00% | +4,841 | New |
| Geneos Wealth Management Inc. | 4,400 | $74.2K | 0.00% | +2,300+109.5% | Added |
| Steward Financial Group LLC | 3,482 | $58.0K | 0.03% | +3,482 | New |
| Clearstead Advisors, LLC | 3,247 | $54.8K | 0.00% | 00.0% | Unchanged |
| Optimum Investment Advisors | 3,000 | $50.6K | 0.03% | +3,000 | New |
| Barclays PLC | 2,033 | $34.3K | 0.00% | −44,455−95.6% | Reduced |
| TD Waterhouse Canada Inc. | 1,531 | $32.9K | 0.00% | −14,843−90.6% | Reduced |
| Money Concepts Capital Corp | 1,790 | $30.2K | 0.00% | +1,790 | New |
| Activest Wealth Management | 1,350 | $22.8K | 0.01% | 00.0% | Unchanged |
| Clearview Wealth Advisors LLC | 1,066 | $18.0K | 0.01% | +1,066 | New |
| Grove Bank & Trust | 1,000 | $17.0K | 0.00% | +1,000 | New |
| Newbridge Financial Services Group, Inc. | 800 | $13.5K | 0.01% | +800 | New |
| IFP Advisors, Inc | 700 | $13.0K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 700 | $12.0K | 0.00% | 00.0% | Unchanged |
| WJ Interests, LLC | 510 | $8.60K | 0.01% | +510 | 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 |
| Align Wealth Management, LLC | 500 | $7.83K | 0.01% | +500 | New |
| Pathway Financial Advisers, LLC | 435 | $7.34K | 0.00% | +435 | 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 |
| Advisory Services Network, LLC | 400 | $6.75K | 0.00% | +400 | New |
| Parallel Advisors, LLC | 291 | $4.92K | 0.00% | +6+2.1% | Added |
| Coppell Advisory Solutions LLC | 250 | $4.22K | 0.00% | +250 | New |
| Coppell Advisory Solutions Corp. | 250 | $4.22K | 0.00% | +250 | New |
| Oliver Lagore Vanvalin Investment Group | 200 | $3.37K | 0.00% | +200 | New |
| Belpointe Asset Management LLC | 163 | $2.75K | 0.00% | +163 | New |
| Farther Finance Advisors, LLC | 125 | $2.11K | 0.00% | +125 | New |
| Cresset Asset Management, LLC | 79,114 | $1.24K | 0.00% | 00.0% | Unchanged |
| Capital Analysts, LLC | 50 | $1.00K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 35 | $590 | 0.00% | 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 |