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 |
|---|---|---|---|---|---|
| IHT Wealth Management, LLC | 20,435 | $320.6K | 0.02% | +212+1.0% | Added |
| Commonwealth Equity Services, LLC | 20,352 | $319.0K | 0.00% | −1,395−6.4% | Reduced |
| Franklin Street Advisors Inc | 20,000 | $314.0K | 0.03% | 00.0% | Unchanged |
| Bokf, NA | 20,000 | $313.8K | 0.01% | 00.0% | Unchanged |
| Pekin Hardy Strauss, Inc. | 19,500 | $306.0K | 0.05% | 00.0% | Unchanged |
| Goldman Sachs Group Inc | 18,276 | $286.8K | 0.00% | −119,949−86.8% | Reduced |
| Perigon Wealth Management, LLC | 17,750 | $278.5K | 0.02% | +17,750 | New |
| Mariner, LLC | 17,600 | $276.0K | 0.00% | +2,402+15.8% | Added |
| Icon Wealth Partners, LLC | 16,867 | $264.6K | 0.03% | +16,867 | New |
| Diversified Trust Co | 16,787 | $263.4K | 0.01% | 00.0% | Unchanged |
| Jane Street Group, LLC | 16,722 | $262.4K | 0.00% | −30,117−64.3% | Reduced |
| Eagle Harbor Asset Management Inc | 16,303 | $255.8K | 0.35% | 00.0% | Unchanged |
| Kovack Advisors, Inc. | 15,720 | $246.6K | 0.03% | +15,720 | New |
| Group One Trading, L.P. | 15,063 | $236.3K | 0.01% | −42,508−73.8% | Reduced |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 15,000 | $235.3K | 0.00% | 00.0% | Unchanged |
| F&V Capital Management, LLC | 15,000 | $235.0K | 0.08% | 00.0% | Unchanged |
| ORG Partners LLC | 13,900 | $224.2K | 0.05% | +13,900 | New |
| Baker Ellis Asset Management LLC | 14,000 | $219.7K | 0.04% | −4,000−22.2% | Reduced |
| Bahl & Gaynor Inc | 13,500 | $211.8K | 0.00% | +13,500 | New |
| Creative Planning | 13,470 | $211.3K | 0.00% | −2,000−12.9% | Reduced |
| Apollon Wealth Management, LLC | 13,295 | $208.6K | 0.01% | −2,808−17.4% | Reduced |
| Avidian Wealth Solutions, LLC | 13,029 | $204.4K | 0.01% | +198+1.5% | Added |
| Saxon Interests, Inc. | 12,945 | $203.1K | 0.11% | +733+6.0% | Added |
| Boston Private Wealth LLC | 12,776 | $200.5K | 0.00% | −441−3.3% | Reduced |
| Annandale Capital, LLC | 12,624 | $198.0K | 0.06% | 00.0% | Unchanged |
| Ascension Capital Advisors, Inc. | 12,186 | $191.2K | 0.15% | 00.0% | Unchanged |
| Hilltop Holdings Inc. | 11,900 | $186.7K | 0.03% | +1,000+9.2% | Added |
| Arrow Investment Advisors, LLC | 11,896 | $186.6K | 0.14% | +260+2.2% | Added |
| International Assets Investment Management, LLC | 11,713 | $183.8K | 0.03% | +11,713 | New |
| Guardian Wealth Management, Inc. | 11,680 | $183.3K | 0.18% | +248+2.2% | Added |
| Halpern Financial, Inc. | 11,500 | $180.4K | 0.06% | 00.0% | Unchanged |
| Franklin Resources Inc | 11,419 | $179.2K | 0.00% | 00.0% | Unchanged |
| Linscomb & Williams, Inc. | 11,000 | $172.6K | 0.01% | −3,010−21.5% | Reduced |
| Autumn Glory Partners, LLC | 11,000 | $172.6K | 0.15% | +11,000 | New |
| BCS Wealth Management | 10,264 | $161.0K | 0.07% | +10,264 | New |
| BNP Paribas Arbitrage, SA | 8,083 | $126.8K | 0.00% | −182,768−95.8% | Reduced |
| Lee Financial Co | 7,050 | $110.6K | 0.02% | −15,300−68.5% | Reduced |
| State of Wyoming | 6,838 | $107.3K | 0.03% | −4,527−39.8% | Reduced |
| Geneos Wealth Management Inc. | 6,080 | $95.4K | 0.01% | +1,680+38.2% | Added |
| Belpointe Asset Management LLC | 5,960 | $93.5K | 0.01% | +5,797+3,556.4% | Added |
| Vaughan Nelson Investment Management, L.P. | 5,600 | $88.0K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 4,174 | $65.0K | 0.00% | −12,721−75.3% | Reduced |
| Harbour Investments, Inc. | 3,600 | $56.5K | 0.00% | +3,600 | New |
| Steward Financial Group LLC | 3,589 | $56.0K | 0.02% | +107+3.1% | Added |
| Clearstead Advisors, LLC | 3,329 | $52.2K | 0.00% | +82+2.5% | Added |
| Optimum Investment Advisors | 3,000 | $47.1K | 0.02% | 00.0% | Unchanged |
| Tucker Asset Management LLC | 2,851 | $44.7K | 0.01% | +2,851 | New |
| CWM, LLC | 2,100 | $33.0K | 0.00% | +2,100 | New |
| Acadian Asset Management LLC | 1,664 | $26.0K | 0.00% | −17,603−91.4% | Reduced |
| Newbridge Financial Services Group, Inc. | 1,300 | $20.4K | 0.01% | +500+62.5% | Added |
| Clearview Wealth Advisors LLC | 1,098 | $17.2K | 0.02% | +32+3.0% | Added |
| Clear Street Markets LLC | 1,100 | $17.0K | 0.00% | −20,019−94.8% | Reduced |
| Grove Bank & Trust | 1,000 | $15.7K | 0.00% | 00.0% | Unchanged |
| PSI Advisors, LLC | 1,000 | $15.7K | 0.01% | +1,000 | New |
| Wolff Wiese Magana LLC | 1,000 | $15.7K | 0.01% | +1,000 | New |
| National Bank of Canada | 1,000 | $15.7K | 0.00% | +1,000 | New |
| Umb Bank N A | 700 | $11.0K | 0.00% | 00.0% | Unchanged |
| Pathway Financial Advisers, LLC | 448 | $7.03K | 0.00% | +13+3.0% | Added |
| Advisory Services Network, LLC | 400 | $6.28K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 300 | $4.72K | 0.00% | +9+3.1% | Added |
| First Manhattan Co | 300 | $4.71K | 0.00% | +300 | New |
| Spire Wealth Management | 226 | $3.55K | 0.00% | +226 | New |
| Ahrens Investment Partners LLC | 188 | $2.95K | 0.00% | +188 | New |
| Allworth Financial LP | 134 | $2.10K | 0.00% | +99+282.9% | Added |
| Cutler Group LP | 149 | $2.00K | 0.00% | +149 | New |
| Coston, McIsaac & Partners | 150 | $2.00K | 0.00% | +150 | New |
| Farther Finance Advisors, LLC | 125 | $1.96K | 0.00% | 00.0% | Unchanged |
| Stone House Investment Management, LLC | 69 | $1.08K | 0.00% | +69 | New |
| FMR LLC | 1 | $16 | 0.00% | +1 | New |
| 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 |