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, Q2 2023
Institutional positions in Black Stone Minerals, L.P. as of Jun 30, 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
- 172
- +6 vs. Q1 2023
- Shares held
- 29.5M
- −658.9K (−2.2%) vs. Q1 2023
- Total value
- $470.8M
- −$2.86M (−0.6%) vs. Q1 2023
- New holders
- 27
- 50 more added
- Sold out
- 21
- 41 more reduced
4 institutions that held it in Q1 2023 haven't filed for Q2 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2023: 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, Q2 2023
Shares, value and share of portfolio for each institution holding Black Stone Minerals, L.P.; share changes are against Q1 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| William Marsh Rice University | 5,663,476 | $90.3M | 61.49% | 00.0% | Unchanged |
| Morgan Stanley | 4,508,442 | $71.9M | 0.01% | −91,828−2.0% | Reduced |
| Penn Davis McFarland Inc | 1,502,696 | $24.0M | 4.27% | −50,392−3.2% | Reduced |
| CIBC Private Wealth Group, LLC | 1,331,021 | $21.2M | 0.05% | −254,549−16.1% | Reduced |
| Investment Management Associates Inc | 1,029,312 | $16.4M | 5.97% | +3,064+0.3% | Added |
| Brown Advisory Inc | 972,922 | $15.5M | 0.02% | −10,000−1.0% | Reduced |
| Mudita Advisors LLP | 787,077 | $12.6M | 9.61% | −14,496−1.8% | Reduced |
| Natixis | 766,900 | $12.2M | 0.10% | +62,100+8.8% | Added |
| Mayo Clinic | 643,617 | $10.3M | 10.54% | 00.0% | Unchanged |
| Epacria Capital Partners, LLC | 578,149 | $9.22M | 7.55% | −142,027−19.7% | Reduced |
| Pine Valley Investments Ltd Liability Co | 550,886 | $8.79M | 0.86% | −500−0.1% | Reduced |
| Kempner Capital Management Inc. | 498,616 | $7.95M | 5.09% | 00.0% | Unchanged |
| Fayez Sarofim & Co | 490,740 | $7.83M | 0.03% | 00.0% | Unchanged |
| Bank of America Corp | 482,500 | $7.70M | 0.00% | −205,029−29.8% | Reduced |
| Ion Asset Management Ltd. | 480,000 | $7.66M | 0.89% | −29,615−5.8% | Reduced |
| Spirit of America Management Corp | 473,249 | $7.55M | 1.70% | −7,000−1.5% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 395,672 | $6.31M | 0.03% | −5,401−1.3% | Reduced |
| Concorde Financial Corp | 370,935 | $5.92M | 3.87% | +55,424+17.6% | Added |
| Raymond James & Associates | 349,586 | $5.58M | 0.00% | +35,310+11.2% | Added |
| Clarus Group, Inc. | 334,596 | $5.34M | 3.89% | 00.0% | Unchanged |
| HighTower Advisors, LLC | 305,436 | $4.87M | 0.01% | +54,401+21.7% | Added |
| ING Groep NV | 255,200 | $4.07M | 0.03% | 00.0% | Unchanged |
| First Trust Advisors LP | 255,149 | $4.07M | 0.00% | −45,708−15.2% | Reduced |
| Difesa Capital Management, LP | 219,550 | $3.50M | 9.20% | −1,700−0.8% | Reduced |
| Clark Estates Inc | 200,000 | $3.19M | 0.54% | 00.0% | Unchanged |
| Royal Bank of Canada | 195,247 | $3.11M | 0.00% | +22,594+13.1% | Added |
| Orchard Capital Managment, LLC | 191,156 | $3.05M | 1.03% | 00.0% | Unchanged |
| Hill Investment Group Partners, LLC | 177,487 | $2.83M | 0.51% | 00.0% | Unchanged |
| Horizon Kinetics Asset Management LLC | 162,738 | $2.60M | 0.06% | −200−0.1% | Reduced |
| Susquehanna International Group, LLP | 152,741 | $2.44M | 0.00% | +117,964+339.2% | Added |
| Board of Trustees of The Leland Stanford Junior University | 147,852 | $2.36M | 0.24% | 00.0% | Unchanged |
| Stifel Financial Corp | 145,887 | $2.33M | 0.00% | +40,402+38.3% | Added |
| Macquarie Group Ltd | 144,649 | $2.31M | 0.00% | −18,002−11.1% | Reduced |
| Mraz, Amerine & Associates, Inc. | 134,219 | $2.14M | 0.50% | −428−0.3% | Reduced |
| Envestnet Asset Management Inc | 133,788 | $2.13M | 0.00% | +75,362+129.0% | Added |
| McDaniel Terry & Co | 132,962 | $2.12M | 0.22% | −3,200−2.4% | Reduced |
| Prospera Financial Services Inc | 130,647 | $2.08M | 0.08% | −2,130−1.6% | Reduced |
| Advisor Group Holdings, Inc. | 122,256 | $1.95M | 0.00% | +31,725+35.0% | Added |
| LPL Financial LLC | 115,610 | $1.84M | 0.00% | +50,187+76.7% | Added |
| O'Brien Greene & Co. Inc | 110,000 | $1.75M | 0.61% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 107,165 | $1.71M | 0.05% | −16,969−13.7% | Reduced |
| Caldwell Sutter Capital, Inc. | 105,700 | $1.69M | 0.88% | 00.0% | Unchanged |
| Bramshill Investments, LLC | 102,100 | $1.63M | 0.15% | −1,598−1.5% | Reduced |
| CoreCommodity Management, LLC | 100,059 | $1.60M | 0.47% | +100,059 | New |
| Howard Financial Services, Ltd. | 97,154 | $1.55M | 0.37% | +3,711+4.0% | Added |
| Raymond James Financial Services Advisors, Inc. | 94,008 | $1.50M | 0.00% | −57,833−38.1% | Reduced |
| Savant Capital, LLC | 90,742 | $1.45M | 0.02% | 00.0% | Unchanged |
| Mercer Global Advisors Inc | 90,166 | $1.44M | 0.01% | +135+0.1% | Added |
| Eagle Global Advisors LLC | 89,122 | $1.42M | 0.09% | −1,000−1.1% | Reduced |
| Truist Financial Corp | 88,837 | $1.42M | 0.00% | −25,896−22.6% | Reduced |
| Zions Bancorporation, N.A. | 86,033 | $1.37M | 0.12% | 00.0% | Unchanged |
| Moors & Cabot, Inc. | 85,950 | $1.37M | 0.09% | +1,300+1.5% | Added |
| Cresset Asset Management, LLC | 85,045 | $1.36M | 0.01% | +8,898+11.7% | Added |
| HRT Financial LP | 84,786 | $1.35M | 0.01% | −106,545−55.7% | Reduced |
| GraniteShares Advisors LLC | 82,202 | $1.31M | 1.18% | −874−1.1% | Reduced |
| Cullen/Frost Bankers, Inc. | 76,192 | $1.22M | 0.02% | 00.0% | Unchanged |
| Veracity Capital LLC | 75,205 | $1.20M | 0.51% | +75,205 | New |
| Independent Advisor Alliance | 74,437 | $1.19M | 0.05% | 00.0% | Unchanged |
| Sumitomo Mitsui Trust Holdings, Inc. | 68,000 | $1.08M | 0.00% | 00.0% | Unchanged |
| D.A. Davidson & Co. | 64,900 | $1.04M | 0.01% | +2,486+4.0% | Added |
| Cetera Advisor Networks LLC | 64,640 | $1.03M | 0.01% | +38,644+148.7% | Added |
| Verdad Advisers, LP | 63,942 | $1.02M | 1.60% | +63,942 | New |
| Chase Investment Counsel Corp | 63,832 | $1.02M | 0.51% | 00.0% | Unchanged |
| Jefferies Financial Group Inc. | 62,400 | $995.3K | 0.02% | 00.0% | Unchanged |
| Gruss & Co., LLC | 60,611 | $966.7K | 5.86% | 00.0% | Unchanged |
| Welch & Forbes LLC | 58,966 | $940.5K | 0.01% | 00.0% | Unchanged |
| Invesco Ltd. | 58,758 | $937.2K | 0.00% | −17,407−22.9% | Reduced |
| Adviser Investments LLC | 57,322 | $914.3K | 0.02% | −86,736−60.2% | Reduced |
| Navellier & Associates Inc | 55,754 | $889.3K | 0.17% | +5,110+10.1% | Added |
| Clear Harbor Asset Management, LLC | 55,632 | $887.3K | 0.09% | 00.0% | Unchanged |
| Sowell Financial Services LLC | 54,653 | $872.0K | 0.05% | +54,653 | New |
| CI Private Wealth, LLC | 52,293 | $834.1K | 0.00% | +52,293 | New |
| Captrust Financial Advisors | 51,448 | $820.6K | 0.00% | +3,500+7.3% | Added |
| Jump Financial, LLC | 50,179 | $800.4K | 0.03% | +50,179 | New |
| U S Global Investors Inc | 50,000 | $797.5K | 0.05% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 47,045 | $750.4K | 0.00% | +15,245+47.9% | Added |
| Aristides Capital LLC | 41,735 | $665.7K | 0.39% | 00.0% | Unchanged |
| Family Management Corp | 39,767 | $634.3K | 0.14% | −54,064−57.6% | Reduced |
| Wells Fargo & Company | 37,766 | $602.4K | 0.00% | +2,919+8.4% | Added |
| Evergreen Capital Management LLC | 35,650 | $568.6K | 0.02% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 32,746 | $522.3K | 0.01% | 00.0% | Unchanged |
| Bartlett & Co. LLC | 32,746 | $522.0K | 0.01% | 00.0% | Unchanged |
| Bristlecone Advisors, LLC | 32,410 | $516.9K | 0.05% | 00.0% | Unchanged |
| Doliver Advisors, LP | 30,924 | $493.2K | 0.15% | 00.0% | Unchanged |
| Requisite Capital Management, LLC | 30,914 | $493.1K | 0.13% | +4,115+15.4% | Added |
| SG Americas Securities, LLC | 28,587 | $456.0K | 0.00% | +2,886+11.2% | Added |
| Saber Capital Managment, LLC | 27,508 | $438.8K | 0.72% | −274−1.0% | Reduced |
| Perigon Wealth Management, LLC | 26,400 | $421.1K | 0.02% | +8,650+48.7% | Added |
| Ronald Blue Trust, Inc. | 25,861 | $406.0K | 0.01% | +769+3.1% | Added |
| Commonwealth Equity Services, LLC | 24,288 | $387.0K | 0.00% | +3,936+19.3% | Added |
| BancorpSouth Bank | 24,226 | $386.4K | 0.03% | +674+2.9% | Added |
| Alps Advisors Inc | 22,026 | $351.3K | 0.00% | +160+0.7% | Added |
| IHT Wealth Management, LLC | 21,665 | $345.6K | 0.02% | +1,230+6.0% | Added |
| US Bancorp | 21,450 | $342.1K | 0.00% | 00.0% | Unchanged |
| Kovack Advisors, Inc. | 20,885 | $333.1K | 0.04% | +5,165+32.9% | Added |
| Sunbelt Securities, Inc. | 20,871 | $332.9K | 0.05% | +71+0.3% | Added |
| Prevail Innovative Wealth Advisors, LLC | 20,386 | $325.2K | 0.18% | +20,386 | New |
| Franklin Street Advisors Inc | 20,000 | $319.0K | 0.03% | 00.0% | Unchanged |
| Bokf, NA | 20,000 | $319.0K | 0.01% | 00.0% | Unchanged |
| MAS Advisors LLC | 19,572 | $312.2K | 0.44% | −12,598−39.2% | Reduced |