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, Q1 2023
Institutional positions in Black Stone Minerals, L.P. as of Mar 31, 2023. 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
- 170
- +4 vs. Q4 2022
- Shares held
- 30.5M
- −5.95M (−16.3%) vs. Q4 2022
- Total value
- $478.1M
- −$134.7M (−22.0%) vs. Q4 2022
- New holders
- 29
- 53 more added
- Sold out
- 25
- 47 more reduced
6 institutions that held it in Q4 2022 haven't filed for Q1 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2023
Shares, value and share of portfolio for each institution holding Black Stone Minerals, L.P.; share changes are against Q4 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| William Marsh Rice University | 5,663,476 | $88.9M | 59.09% | −1,602,867−22.1% | Reduced |
| Morgan Stanley | 4,600,270 | $72.2M | 0.01% | +595,569+14.9% | Added |
| CIBC Private Wealth Group, LLC | 1,585,570 | $24.9M | 0.07% | +215,565+15.7% | Added |
| Penn Davis McFarland Inc | 1,553,088 | $24.4M | 4.47% | −6,539−0.4% | Reduced |
| Investment Management Associates Inc | 1,026,248 | $16.1M | 6.64% | +41,672+4.2% | Added |
| Brown Advisory Inc | 982,922 | $15.4M | 0.03% | 00.0% | Unchanged |
| Mudita Advisors LLP | 801,573 | $12.6M | 11.26% | −480,388−37.5% | Reduced |
| Epacria Capital Partners, LLC | 720,176 | $11.3M | 8.86% | 00.0% | Unchanged |
| Natixis | 704,800 | $11.1M | 0.10% | −704,800−50.0% | Reduced |
| Bank of America Corp | 687,529 | $10.8M | 0.00% | +640,241+1,353.9% | Added |
| Mayo Clinic | 643,617 | $10.1M | 8.29% | 00.0% | Unchanged |
| Pine Valley Investments Ltd Liability Co | 551,386 | $8.80M | 1.35% | +551,386 | New |
| Ion Asset Management Ltd. | 509,615 | $8.00M | 0.84% | −164,620−24.4% | Reduced |
| Kempner Capital Management Inc. | 498,616 | $7.82M | 4.57% | 00.0% | Unchanged |
| Fayez Sarofim & Co | 490,740 | $7.70M | 0.03% | +30,000+6.5% | Added |
| Spirit of America Management Corp | 480,249 | $7.54M | 1.68% | +1,500+0.3% | Added |
| Cambridge Investment Research Advisors, Inc. | 401,073 | $6.29M | 0.03% | −1,620−0.4% | Reduced |
| Clarus Group, Inc. | 334,596 | $5.25M | 4.93% | +600+0.2% | Added |
| Concorde Financial Corp | 315,511 | $4.95M | 3.61% | +246,843+359.5% | Added |
| Raymond James & Associates | 314,276 | $4.93M | 0.00% | −34,862−10.0% | Reduced |
| First Trust Advisors LP | 300,857 | $4.72M | 0.01% | +88,841+41.9% | Added |
| ING Groep NV | 255,200 | $4.00M | 0.04% | −48,000−15.8% | Reduced |
| HighTower Advisors, LLC | 251,035 | $3.94M | 0.01% | +6,687+2.7% | Added |
| HighTower Trust Services, LTA | 254,536 | $3.67M | 0.36% | 00.0% | Unchanged |
| Difesa Capital Management, LP | 221,250 | $3.47M | 3.28% | −550−0.2% | Reduced |
| Clark Estates Inc | 200,000 | $3.14M | 0.62% | +200,000 | New |
| HRT Financial LP | 191,331 | $3.00M | 0.04% | +74,657+64.0% | Added |
| Orchard Capital Managment, LLC | 191,156 | $3.00M | 1.00% | +1,993+1.1% | Added |
| Hill Investment Group Partners, LLC | 177,487 | $2.78M | 0.55% | 00.0% | Unchanged |
| Royal Bank of Canada | 172,653 | $2.71M | 0.00% | +25,051+17.0% | Added |
| Horizon Kinetics Asset Management LLC | 162,938 | $2.56M | 0.05% | −1,950−1.2% | Reduced |
| Macquarie Group Ltd | 162,651 | $2.55M | 0.00% | −19,638−10.8% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 151,841 | $2.38M | 0.00% | −13,182−8.0% | Reduced |
| Board of Trustees of The Leland Stanford Junior University | 147,852 | $2.32M | 0.22% | 00.0% | Unchanged |
| Adviser Investments LLC | 144,058 | $2.26M | 0.05% | 00.0% | Unchanged |
| McDaniel Terry & Co | 136,162 | $2.14M | 0.23% | −6,350−4.5% | Reduced |
| Mraz, Amerine & Associates, Inc. | 134,647 | $2.11M | 0.52% | +1,892+1.4% | Added |
| Prospera Financial Services Inc | 132,777 | $2.08M | 0.09% | −80,322−37.7% | Reduced |
| JPMorgan Chase & Co | 126,731 | $1.99M | 0.00% | −1,025,930−89.0% | Reduced |
| Ancora Advisors, LLC | 124,134 | $1.95M | 0.06% | −11,546−8.5% | Reduced |
| Truist Financial Corp | 114,733 | $1.80M | 0.00% | +98,985+628.6% | Added |
| O'Brien Greene & Co. Inc | 110,000 | $1.73M | 0.65% | 00.0% | Unchanged |
| Caldwell Sutter Capital, Inc. | 105,700 | $1.66M | 1.21% | 00.0% | Unchanged |
| Stifel Financial Corp | 105,485 | $1.66M | 0.00% | +4,894+4.9% | Added |
| Bramshill Investments, LLC | 103,698 | $1.63M | 0.19% | +1,838+1.8% | Added |
| Family Management Corp | 93,831 | $1.47M | 0.34% | 00.0% | Unchanged |
| Howard Financial Services, Ltd. | 93,443 | $1.47M | 0.36% | +116+0.1% | Added |
| Savant Capital, LLC | 90,742 | $1.42M | 0.03% | +90,742 | New |
| Advisor Group Holdings, Inc. | 90,531 | $1.42M | 0.00% | +18,566+25.8% | Added |
| Eagle Global Advisors LLC | 90,122 | $1.41M | 0.10% | 00.0% | Unchanged |
| Mercer Global Advisors Inc | 90,031 | $1.41M | 0.01% | −1,200−1.3% | Reduced |
| Zions Bancorporation, N.A. | 86,033 | $1.35M | 0.12% | −25,881−23.1% | Reduced |
| Moors & Cabot, Inc. | 84,650 | $1.33M | 0.09% | +3,050+3.7% | Added |
| Citadel Advisors LLC | 83,730 | $1.31M | 0.00% | −186,255−69.0% | Reduced |
| GraniteShares Advisors LLC | 83,076 | $1.30M | 1.15% | +45,327+120.1% | Added |
| Cullen/Frost Bankers, Inc. | 76,192 | $1.20M | 0.02% | +2,000+2.7% | Added |
| Invesco Ltd. | 76,165 | $1.20M | 0.00% | −32,327−29.8% | Reduced |
| Cresset Asset Management, LLC | 76,147 | $1.19M | 0.02% | −2,967−3.8% | Reduced |
| Independent Advisor Alliance | 74,437 | $1.17M | 0.06% | +74,437 | New |
| Sumitomo Mitsui Trust Holdings, Inc. | 68,000 | $1.07M | 0.00% | 00.0% | Unchanged |
| LPL Financial LLC | 65,423 | $1.03M | 0.00% | +11,743+21.9% | Added |
| Chase Investment Counsel Corp | 63,832 | $1.00M | 0.55% | 00.0% | Unchanged |
| AE Wealth Management LLC | 62,489 | $980.4K | 0.01% | +6,734+12.1% | Added |
| D.A. Davidson & Co. | 62,414 | $979.3K | 0.01% | +11,214+21.9% | Added |
| Jefferies Financial Group Inc. | 62,400 | $979.1K | 0.02% | 00.0% | Unchanged |
| Gruss & Co., LLC | 60,611 | $951.0K | 6.02% | −23,852−28.2% | Reduced |
| Welch & Forbes LLC | 58,966 | $925.2K | 0.02% | 00.0% | Unchanged |
| Envestnet Asset Management Inc | 58,426 | $916.7K | 0.00% | +642+1.1% | Added |
| Clear Harbor Asset Management, LLC | 55,632 | $872.9K | 0.09% | −625−1.1% | Reduced |
| Navellier & Associates Inc | 50,644 | $794.6K | 0.17% | −781−1.5% | Reduced |
| U S Global Investors Inc | 50,000 | $784.5K | 0.05% | −35,000−41.2% | Reduced |
| Avalon Investment & Advisory | 48,293 | $757.7K | 0.02% | 00.0% | Unchanged |
| Captrust Financial Advisors | 47,948 | $752.3K | 0.00% | +2,500+5.5% | Added |
| Americana Partners, LLC | 45,893 | $720.1K | 0.11% | 00.0% | Unchanged |
| Cetera Advisors LLC | 45,055 | $706.9K | 0.01% | +45,055 | New |
| Tocqueville Asset Management L.P. | 44,104 | $692.0K | 0.01% | −5,000−10.2% | Reduced |
| Aristides Capital LLC | 41,735 | $654.8K | 0.41% | 00.0% | Unchanged |
| Gsa Capital Partners LLP | 39,042 | $613.0K | 0.06% | −87,550−69.2% | Reduced |
| Evergreen Capital Management LLC | 35,650 | $559.3K | 0.03% | 00.0% | Unchanged |
| UBS Group AG | 35,143 | $551.4K | 0.00% | −3,103,128−98.9% | Reduced |
| Wells Fargo & Company | 34,847 | $546.8K | 0.00% | −2,898−7.7% | Reduced |
| Susquehanna International Group, LLP | 34,777 | $545.7K | 0.00% | +34,777 | New |
| Bartlett & Co. LLC | 32,746 | $514.0K | 0.01% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 32,746 | $513.8K | 0.01% | 00.0% | Unchanged |
| Bristlecone Advisors, LLC | 32,410 | $508.5K | 0.06% | 00.0% | Unchanged |
| MAS Advisors LLC | 32,170 | $504.7K | 0.49% | +5,523+20.7% | Added |
| The PNC Financial Services Group, Inc. | 31,800 | $498.9K | 0.00% | 00.0% | Unchanged |
| Doliver Advisors, LP | 30,924 | $485.2K | 0.15% | +3,100+11.1% | Added |
| Saber Capital Managment, LLC | 27,782 | $435.9K | 0.87% | +27,782 | New |
| Cavalier Investments, LLC | 27,571 | $432.6K | 0.19% | +3,624+15.1% | Added |
| Ronald Blue Trust, Inc. | 25,092 | $423.0K | 0.01% | +586+2.4% | Added |
| Requisite Capital Management, LLC | 26,799 | $420.5K | 0.13% | +3,049+12.8% | Added |
| Cetera Advisor Networks LLC | 25,996 | $407.9K | 0.00% | +5,557+27.2% | Added |
| SG Americas Securities, LLC | 25,701 | $403.0K | 0.01% | −14,361−35.8% | Reduced |
| PEAK6 Investments LLC | 25,626 | $402.1K | 0.03% | −30,958−54.7% | Reduced |
| BancorpSouth Bank | 23,552 | $369.5K | 0.03% | +701+3.1% | Added |
| SFMG, LLC | 22,622 | $354.9K | 0.04% | +1,001+4.6% | Added |
| Alps Advisors Inc | 21,866 | $343.1K | 0.00% | +2,294+11.7% | Added |
| US Bancorp | 21,450 | $336.6K | 0.00% | +5,000+30.4% | Added |
| Sunbelt Securities, Inc. | 20,800 | $321.4K | 0.05% | +20,800 | New |