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 |
|---|---|---|---|---|---|
| Clear Harbor Asset Management, LLC | 55,632 | $872.9K | 0.09% | −625−1.1% | Reduced |
| Envestnet Asset Management Inc | 58,426 | $916.7K | 0.00% | +642+1.1% | Added |
| Welch & Forbes LLC | 58,966 | $925.2K | 0.02% | 00.0% | Unchanged |
| Gruss & Co., LLC | 60,611 | $951.0K | 6.02% | −23,852−28.2% | Reduced |
| Jefferies Financial Group Inc. | 62,400 | $979.1K | 0.02% | 00.0% | Unchanged |
| D.A. Davidson & Co. | 62,414 | $979.3K | 0.01% | +11,214+21.9% | Added |
| AE Wealth Management LLC | 62,489 | $980.4K | 0.01% | +6,734+12.1% | Added |
| Chase Investment Counsel Corp | 63,832 | $1.00M | 0.55% | 00.0% | Unchanged |
| LPL Financial LLC | 65,423 | $1.03M | 0.00% | +11,743+21.9% | Added |
| Sumitomo Mitsui Trust Holdings, Inc. | 68,000 | $1.07M | 0.00% | 00.0% | Unchanged |
| Independent Advisor Alliance | 74,437 | $1.17M | 0.06% | +74,437 | New |
| Cresset Asset Management, LLC | 76,147 | $1.19M | 0.02% | −2,967−3.8% | Reduced |
| Invesco Ltd. | 76,165 | $1.20M | 0.00% | −32,327−29.8% | Reduced |
| Cullen/Frost Bankers, Inc. | 76,192 | $1.20M | 0.02% | +2,000+2.7% | Added |
| GraniteShares Advisors LLC | 83,076 | $1.30M | 1.15% | +45,327+120.1% | Added |
| Citadel Advisors LLC | 83,730 | $1.31M | 0.00% | −186,255−69.0% | Reduced |
| Moors & Cabot, Inc. | 84,650 | $1.33M | 0.09% | +3,050+3.7% | Added |
| Zions Bancorporation, N.A. | 86,033 | $1.35M | 0.12% | −25,881−23.1% | Reduced |
| Mercer Global Advisors Inc | 90,031 | $1.41M | 0.01% | −1,200−1.3% | Reduced |
| Eagle Global Advisors LLC | 90,122 | $1.41M | 0.10% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 90,531 | $1.42M | 0.00% | +18,566+25.8% | Added |
| Savant Capital, LLC | 90,742 | $1.42M | 0.03% | +90,742 | New |
| Howard Financial Services, Ltd. | 93,443 | $1.47M | 0.36% | +116+0.1% | Added |
| Family Management Corp | 93,831 | $1.47M | 0.34% | 00.0% | Unchanged |
| Bramshill Investments, LLC | 103,698 | $1.63M | 0.19% | +1,838+1.8% | Added |
| Stifel Financial Corp | 105,485 | $1.66M | 0.00% | +4,894+4.9% | Added |
| Caldwell Sutter Capital, Inc. | 105,700 | $1.66M | 1.21% | 00.0% | Unchanged |
| O'Brien Greene & Co. Inc | 110,000 | $1.73M | 0.65% | 00.0% | Unchanged |
| Truist Financial Corp | 114,733 | $1.80M | 0.00% | +98,985+628.6% | Added |
| Ancora Advisors, LLC | 124,134 | $1.95M | 0.06% | −11,546−8.5% | Reduced |
| JPMorgan Chase & Co | 126,731 | $1.99M | 0.00% | −1,025,930−89.0% | Reduced |
| Prospera Financial Services Inc | 132,777 | $2.08M | 0.09% | −80,322−37.7% | Reduced |
| Mraz, Amerine & Associates, Inc. | 134,647 | $2.11M | 0.52% | +1,892+1.4% | Added |
| McDaniel Terry & Co | 136,162 | $2.14M | 0.23% | −6,350−4.5% | Reduced |
| Adviser Investments LLC | 144,058 | $2.26M | 0.05% | 00.0% | Unchanged |
| Board of Trustees of The Leland Stanford Junior University | 147,852 | $2.32M | 0.22% | 00.0% | Unchanged |
| Raymond James Financial Services Advisors, Inc. | 151,841 | $2.38M | 0.00% | −13,182−8.0% | Reduced |
| Macquarie Group Ltd | 162,651 | $2.55M | 0.00% | −19,638−10.8% | Reduced |
| Horizon Kinetics Asset Management LLC | 162,938 | $2.56M | 0.05% | −1,950−1.2% | Reduced |
| Royal Bank of Canada | 172,653 | $2.71M | 0.00% | +25,051+17.0% | Added |
| Hill Investment Group Partners, LLC | 177,487 | $2.78M | 0.55% | 00.0% | Unchanged |
| Orchard Capital Managment, LLC | 191,156 | $3.00M | 1.00% | +1,993+1.1% | Added |
| HRT Financial LP | 191,331 | $3.00M | 0.04% | +74,657+64.0% | Added |
| Clark Estates Inc | 200,000 | $3.14M | 0.62% | +200,000 | New |
| Difesa Capital Management, LP | 221,250 | $3.47M | 3.28% | −550−0.2% | Reduced |
| HighTower Trust Services, LTA | 254,536 | $3.67M | 0.36% | 00.0% | Unchanged |
| HighTower Advisors, LLC | 251,035 | $3.94M | 0.01% | +6,687+2.7% | Added |
| ING Groep NV | 255,200 | $4.00M | 0.04% | −48,000−15.8% | Reduced |
| First Trust Advisors LP | 300,857 | $4.72M | 0.01% | +88,841+41.9% | Added |
| Raymond James & Associates | 314,276 | $4.93M | 0.00% | −34,862−10.0% | Reduced |
| Concorde Financial Corp | 315,511 | $4.95M | 3.61% | +246,843+359.5% | Added |
| Clarus Group, Inc. | 334,596 | $5.25M | 4.93% | +600+0.2% | Added |
| Cambridge Investment Research Advisors, Inc. | 401,073 | $6.29M | 0.03% | −1,620−0.4% | Reduced |
| Spirit of America Management Corp | 480,249 | $7.54M | 1.68% | +1,500+0.3% | Added |
| Fayez Sarofim & Co | 490,740 | $7.70M | 0.03% | +30,000+6.5% | Added |
| Kempner Capital Management Inc. | 498,616 | $7.82M | 4.57% | 00.0% | Unchanged |
| Ion Asset Management Ltd. | 509,615 | $8.00M | 0.84% | −164,620−24.4% | Reduced |
| Pine Valley Investments Ltd Liability Co | 551,386 | $8.80M | 1.35% | +551,386 | New |
| Mayo Clinic | 643,617 | $10.1M | 8.29% | 00.0% | Unchanged |
| Bank of America Corp | 687,529 | $10.8M | 0.00% | +640,241+1,353.9% | Added |
| Natixis | 704,800 | $11.1M | 0.10% | −704,800−50.0% | Reduced |
| Epacria Capital Partners, LLC | 720,176 | $11.3M | 8.86% | 00.0% | Unchanged |
| Mudita Advisors LLP | 801,573 | $12.6M | 11.26% | −480,388−37.5% | Reduced |
| Brown Advisory Inc | 982,922 | $15.4M | 0.03% | 00.0% | Unchanged |
| Investment Management Associates Inc | 1,026,248 | $16.1M | 6.64% | +41,672+4.2% | Added |
| Penn Davis McFarland Inc | 1,553,088 | $24.4M | 4.47% | −6,539−0.4% | Reduced |
| CIBC Private Wealth Group, LLC | 1,585,570 | $24.9M | 0.07% | +215,565+15.7% | Added |
| Morgan Stanley | 4,600,270 | $72.2M | 0.01% | +595,569+14.9% | Added |
| William Marsh Rice University | 5,663,476 | $88.9M | 59.09% | −1,602,867−22.1% | Reduced |
| Perella Weinberg Partners Capital Management LP | 200 | – | – | −6−2.9% | Reduced |
| Immersion Capital LLP | 0 | $0 | 0.00% | −611,496−100.0% | Sold out |
| LMG Wealth Partners, LLC | 0 | $0 | 0.00% | −144,245−100.0% | Sold out |
| Jump Financial, LLC | 0 | $0 | 0.00% | −136,200−100.0% | Sold out |
| Deutsche Bank AG | 0 | $0 | 0.00% | −62,654−100.0% | Sold out |
| Capital Wealth Alliance, LLC | 0 | $0 | 0.00% | −38,247−100.0% | Sold out |
| Simplex Trading, LLC | 0 | $0 | 0.00% | −31,445−100.0% | Sold out |
| First Republic Investment Management, Inc. | 0 | $0 | 0.00% | −25,000−100.0% | Sold out |
| Victory Capital Management Inc | 0 | $0 | 0.00% | −19,250−100.0% | Sold out |
| SEI Investments Co | 0 | $0 | 0.00% | −17,603−100.0% | Sold out |
| HAP Trading, LLC | 0 | $0 | 0.00% | −14,364−100.0% | Sold out |
| Virtu Financial LLC | 0 | $0 | 0.00% | −12,893−100.0% | Sold out |
| U.S. Capital Wealth Advisors, LLC | 0 | $0 | 0.00% | −4,841−100.0% | Sold out |
| Barclays PLC | 0 | $0 | 0.00% | −2,033−100.0% | Sold out |
| TD Waterhouse Canada Inc. | 0 | $0 | 0.00% | −1,531−100.0% | Sold out |
| Money Concepts Capital Corp | 0 | $0 | 0.00% | −1,790−100.0% | Sold out |
| Activest Wealth Management | 0 | $0 | 0.00% | −1,350−100.0% | Sold out |
| IFP Advisors, Inc | 0 | $0 | 0.00% | −700−100.0% | Sold out |
| WJ Interests, LLC | 0 | $0 | 0.00% | −510−100.0% | Sold out |
| Romano Brothers and Company | 0 | $0 | 0.00% | −500−100.0% | Sold out |
| Pin Oak Investment Advisors Inc | 0 | $0 | 0.00% | −400−100.0% | Sold out |
| Covestor Ltd | 0 | $0 | 0.00% | −440−100.0% | Sold out |
| Coppell Advisory Solutions LLC | 0 | $0 | 0.00% | −250−100.0% | Sold out |
| Coppell Advisory Solutions Corp. | 0 | $0 | 0.00% | −250−100.0% | Sold out |
| Oliver Lagore Vanvalin Investment Group | 0 | $0 | 0.00% | −200−100.0% | Sold out |
| Capital Analysts, LLC | 0 | $0 | 0.00% | −50−100.0% | Sold out |
| Jenkins Wealth | – | – | – | – | Not filed |
| Icon Wealth Advisors, LLC | – | – | – | – | Not filed |
| CoreCap Advisors, LLC | – | – | – | – | Not filed |
| Capital Directions Investment Advisors, LLC | – | – | – | – | Not filed |
| Trustcore Financial Services, LLC | – | – | – | – | Not filed |