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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, Q3 2023

Institutional positions in Black Stone Minerals, L.P. as of Sep 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
180
+8 vs. Q2 2023
Shares held
29.5M
−459 (0.0%) vs. Q2 2023
Total value
$508.6M
+$37.8M (+8.0%) vs. Q2 2023
New holders
26
56 more added
Sold out
18
39 more reduced

Compare with Q2 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.

Institutional holdersQ3 2023: 180 institutions
Q1 2021: 103 institutionsQ2 2021: 107 institutionsQ3 2021: 123 institutionsQ4 2021: 137 institutionsQ1 2022: 126 institutionsQ2 2022: 140 institutionsQ3 2022: 150 institutionsQ4 2022: 172 institutionsQ1 2023: 170 institutionsQ2 2023: 172 institutionsQ3 2023: 180 institutionsQ4 2023: 196 institutionsQ1 2024: 184 institutionsQ2 2024: 187 institutionsQ3 2024: 178 institutionsQ4 2024: 181 institutionsQ1 2025: 177 institutionsQ2 2025: 184 institutionsQ3 2025: 194 institutionsQ4 2025: 193 institutionsQ1 2026: 193 institutionsQ2 2026: 200 institutions
Value heldQ3 2023: $508.6M
Q1 2021: $317.5MQ2 2021: $394.4MQ3 2021: $396.8MQ4 2021: $348.2MQ1 2022: $444.4MQ2 2022: $463.0MQ3 2022: $544.8MQ4 2022: $614.5MQ1 2023: $478.1MQ2 2023: $470.8MQ3 2023: $508.6MQ4 2023: $486.8MQ1 2024: $472.7MQ2 2024: $493.3MQ3 2024: $466.7MQ4 2024: $486.5MQ1 2025: $514.3MQ2 2025: $448.5MQ3 2025: $449.2MQ4 2025: $525.6MQ1 2026: $658.1MQ2 2026: $628.2M
Institutions holding BSM and their total value by quarter
QuarterHoldersValue
Q2 2026200$628.2M
Q1 2026193$658.1M
Q4 2025193$525.6M
Q3 2025194$449.2M
Q2 2025184$448.5M
Q1 2025177$514.3M
Q4 2024181$486.5M
Q3 2024178$466.7M
Q2 2024187$493.3M
Q1 2024184$472.7M
Q4 2023196$486.8M
Q3 2023180$508.6M
Q2 2023172$470.8M
Q1 2023170$478.1M
Q4 2022172$614.5M
Q3 2022150$544.8M
Q2 2022140$463.0M
Q1 2022126$444.4M
Q4 2021137$348.2M
Q3 2021123$396.8M
Q2 2021107$394.4M
Q1 2021103$317.5M

Institutions, Q3 2023

Shares, value and share of portfolio for each institution holding Black Stone Minerals, L.P.; share changes are against Q2 2023.

Institutions holding BSM in Q3 2023
InstitutionSharesValue% of portfolioChange in sharesAction
William Marsh Rice University5,663,476$97.6M77.09%00.0%Unchanged
Morgan Stanley4,253,078$73.3M0.01%−255,364−5.7%Reduced
Natixis1,663,600$28.7M0.23%+896,700+116.9%Added
Penn Davis McFarland Inc1,495,493$25.8M4.51%−7,203−0.5%Reduced
CIBC Private Wealth Group, LLC1,076,480$18.5M0.04%−254,541−19.1%Reduced
Investment Management Associates Inc1,032,414$17.8M7.42%+3,102+0.3%Added
Brown Advisory Inc972,922$16.8M0.03%00.0%Unchanged
Mudita Advisors LLP787,077$13.6M9.90%00.0%Unchanged
Epacria Capital Partners, LLC548,698$9.45M7.83%−29,451−5.1%Reduced
Kempner Capital Management Inc.498,616$8.59M5.17%00.0%Unchanged
Bank of America Corp498,289$8.59M0.00%+15,789+3.3%Added
Fayez Sarofim & Co490,740$8.46M0.03%00.0%Unchanged
Ion Asset Management Ltd.480,000$8.27M0.86%00.0%Unchanged
Spirit of America Management Corp473,249$8.15M1.84%00.0%Unchanged
Raymond James & Associates471,001$8.12M0.01%+121,415+34.7%Added
Cambridge Investment Research Advisors, Inc.390,548$6.73M0.03%−5,124−1.3%Reduced
ING Groep NV384,800$6.63M0.06%+129,600+50.8%Added
Concorde Financial Corp370,943$6.39M10.90%+80.0%Added
HighTower Advisors, LLC361,904$6.24M0.01%+56,468+18.5%Added
Clarus Group, Inc.334,596$5.77M4.18%00.0%Unchanged
Pine Valley Investments Ltd Liability Co328,684$5.66M0.54%−222,202−40.3%Reduced
First Trust Advisors LP262,069$4.52M0.01%+6,920+2.7%Added
Royal Bank of Canada227,718$3.92M0.00%+32,471+16.6%Added
Advisor Group Holdings, Inc.203,595$3.51M0.01%+81,339+66.5%Added
Clark Estates Inc200,000$3.45M0.63%00.0%Unchanged
Orchard Capital Managment, LLC191,156$3.29M1.22%00.0%Unchanged
Hill Investment Group Partners, LLC177,487$3.06M0.51%00.0%Unchanged
Horizon Kinetics Asset Management LLC167,838$2.89M0.06%+5,100+3.1%Added
Mayo Clinic166,147$2.86M5.52%−477,470−74.2%Reduced
LPL Financial LLC161,826$2.79M0.00%+46,216+40.0%Added
Stifel Financial Corp148,292$2.56M0.00%+2,405+1.6%Added
Board of Trustees of The Leland Stanford Junior University147,852$2.55M0.20%00.0%Unchanged
Adviser Investments LLC139,598$2.41M0.05%+82,276+143.5%Added
Macquarie Group Ltd133,431$2.30M0.00%−11,218−7.8%Reduced
Mraz, Amerine & Associates, Inc.133,264$2.30M0.52%−955−0.7%Reduced
McDaniel Terry & Co132,962$2.29M0.24%00.0%Unchanged
Citadel Advisors LLC130,313$2.25M0.00%+130,313New
Jane Street Group, LLC114,977$1.98M0.00%+103,416+894.5%Added
Envestnet Asset Management Inc110,906$1.91M0.00%−22,882−17.1%Reduced
Caldwell Sutter Capital, Inc.105,700$1.82M1.01%00.0%Unchanged
Schechter Investment Advisors, LLC100,922$1.74M0.17%+100,922New
CoreCommodity Management, LLC100,213$1.73M0.58%+154+0.2%Added
Raymond James Financial Services Advisors, Inc.100,179$1.73M0.00%+6,171+6.6%Added
O'Brien Greene & Co. Inc100,000$1.72M0.63%−10,000−9.1%Reduced
Howard Financial Services, Ltd.97,263$1.68M0.38%+109+0.1%Added
Savant Capital, LLC90,742$1.56M0.02%00.0%Unchanged
Mercer Global Advisors Inc90,095$1.55M0.01%−71−0.1%Reduced
Eagle Global Advisors LLC89,122$1.54M0.10%00.0%Unchanged
Truist Financial Corp88,343$1.52M0.00%−494−0.6%Reduced
GraniteShares Advisors LLC83,979$1.45M1.35%+1,777+2.2%Added
Cresset Asset Management, LLC82,637$1.42M0.01%−2,408−2.8%Reduced
Zions Bancorporation, N.A.82,533$1.42M0.12%−3,500−4.1%Reduced
Moors & Cabot, Inc.81,150$1.40M0.09%−4,800−5.6%Reduced
Toroso Investments, LLC78,752$1.36M0.04%+63,601+419.8%Added
Cullen/Frost Bankers, Inc.76,192$1.31M0.02%00.0%Unchanged
Independent Advisor Alliance74,437$1.28M0.06%00.0%Unchanged
Ancora Advisors, LLC68,901$1.19M0.03%−38,264−35.7%Reduced
Sumitomo Mitsui Trust Holdings, Inc.68,000$1.17M0.00%00.0%Unchanged
Sowell Financial Services LLC66,642$1.15M0.07%+11,989+21.9%Added
Chase Investment Counsel Corp63,832$1.10M0.55%00.0%Unchanged
Jefferies Financial Group Inc.62,400$1.08M0.03%00.0%Unchanged
Gruss & Co., LLC60,611$1.04M8.84%00.0%Unchanged
Invesco Ltd.59,009$1.02M0.00%+251+0.4%Added
Welch & Forbes LLC58,966$1.02M0.02%00.0%Unchanged
Veracity Capital LLC57,872$997.1K0.46%−17,333−23.0%Reduced
Clear Harbor Asset Management, LLC55,532$956.8K0.10%−100−0.2%Reduced
CI Private Wealth, LLC55,193$951.0K0.00%+2,900+5.5%Added
Navellier & Associates Inc54,713$942.7K0.16%−1,041−1.9%Reduced
Jump Financial, LLC53,284$918.1K0.03%+3,105+6.2%Added
Captrust Financial Advisors51,190$882.0K0.00%−258−0.5%Reduced
Mariner, LLC50,514$870.4K0.00%+35,702+241.0%Added
U S Global Investors Inc50,000$861.5K0.07%00.0%Unchanged
HRT Financial LP49,108$846.0K0.01%−35,678−42.1%Reduced
The PNC Financial Services Group, Inc.47,345$815.8K0.00%+300+0.6%Added
D.A. Davidson & Co.43,200$744.3K0.01%−21,700−33.4%Reduced
Beacon Pointe Advisors, LLC43,100$742.6K0.01%+43,100New
Aristides Capital LLC41,735$719.1K0.48%00.0%Unchanged
Family Management Corp39,767$685.2K0.16%00.0%Unchanged
Citigroup Inc39,218$675.7K0.00%+38,821+9,778.6%Added
Wells Fargo & Company38,052$655.6K0.00%+286+0.8%Added
Perigon Wealth Management, LLC36,007$620.4K0.03%+9,607+36.4%Added
Evergreen Capital Management LLC35,650$614.3K0.03%00.0%Unchanged
Bartlett & Co. Wealth Management LLC32,746$564.2K0.01%00.0%Unchanged
Bartlett & Co. LLC32,746$564.0K0.01%00.0%Unchanged
Bristlecone Advisors, LLC32,410$558.4K0.06%00.0%Unchanged
Saber Capital Managment, LLC31,241$538.3K0.95%+3,733+13.6%Added
Requisite Capital Management, LLC30,914$532.6K0.14%00.0%Unchanged
Doliver Advisors, LP30,650$528.1K0.16%−274−0.9%Reduced
Cetera Advisor Networks LLC28,659$493.8K0.00%−35,981−55.7%Reduced
SG Americas Securities, LLC28,568$492.0K0.01%−19−0.1%Reduced
Commonwealth Equity Services, LLC27,811$479.0K0.00%+3,523+14.5%Added
BancorpSouth Bank24,896$429.0K0.04%+670+2.8%Added
Ronald Blue Trust, Inc.26,628$425.0K0.01%+767+3.0%Added
Autumn Glory Partners, LLC24,600$423.9K0.26%+24,600New
Verdad Advisers, LP23,400$403.2K0.62%−40,542−63.4%Reduced
IHT Wealth Management, LLC21,695$373.8K0.02%+30+0.1%Added
US Bancorp21,450$369.6K0.00%00.0%Unchanged
Sunbelt Securities, Inc.20,940$360.8K0.05%+69+0.3%Added
Bokf, NA20,000$360.0K0.01%00.0%Unchanged
Franklin Street Advisors Inc20,000$345.0K0.03%00.0%Unchanged