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Livermore
Livermore
ZHEN

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
Sound Income Strategies, LLC61$1.05K0.00%00.0%Unchanged
Stone House Investment Management, LLC73$1.26K0.00%+2+2.8%Added
Toth Financial Advisory Corp100$1.72K0.00%00.0%Unchanged
Farther Finance Advisors, LLC125$2.15K0.00%00.0%Unchanged
Impact Partnership Wealth, LLC217$3.74K0.00%−4,896−95.8%Reduced
Coppell Advisory Solutions LLC250$4.22K0.00%00.0%Unchanged
First Manhattan Co300$5.17K0.00%00.0%Unchanged
Spire Wealth Management300$5.17K0.00%+2+0.7%Added
Parallel Advisors, LLC317$5.48K0.00%+8+2.6%Added
Macroview Investment Management LLC319$5.50K0.01%+8+2.6%Added
Signaturefd, LLC400$6.89K0.00%00.0%Unchanged
Northwestern Mutual Wealth Management Co460$7.93K0.00%00.0%Unchanged
Pathway Financial Advisers, LLC474$8.18K0.00%+474New
Private Trust Co NA500$8.62K0.00%00.0%Unchanged
AdvisorNet Financial, Inc500$8.62K0.00%+500New
Annis Gardner Whiting Capital Advisors, LLC500$8.62K0.00%+500New
Federation des caisses Desjardins du Quebec500$8.62K0.00%+500New
Cypress Capital Management LLC (WY)600$10.3K0.01%+600New
Cutler Group LP742$12.0K0.00%+100+15.6%Added
Aspire Private Capital, LLC710$12.2K0.00%+710New
Newbridge Financial Services Group, Inc.800$13.8K0.01%−1,200−60.0%Reduced
Grove Bank & Trust1,000$17.2K0.00%−1,000−50.0%Reduced
Wolff Wiese Magana LLC1,000$17.2K0.01%00.0%Unchanged
Group One Trading, L.P.1,206$20.8K0.00%+1,206New
NBC Securities, Inc.1,738$29.0K0.00%+1,738New
Venturi Wealth Management, LLC1,800$31.0K0.00%+1,800New
Tower Research Capital LLC (TRC)1,915$33.0K0.00%−5,634−74.6%Reduced
CWM, LLC2,100$36.0K0.00%00.0%Unchanged
State of Wyoming2,221$38.3K0.01%+2,221New
Clear Street Markets LLC2,300$40.0K0.03%+2,300New
Clearstead Advisors, LLC3,334$57.5K0.00%+2+0.1%Added
Steward Financial Group LLC3,794$65.0K0.02%+102+2.8%Added
Stephens Consulting, LLC4,886$84.2K0.03%+4,586+1,528.7%Added
Vaughan Nelson Investment Management, L.P.5,600$96.0K0.00%00.0%Unchanged
JPMorgan Chase & Co6,001$103.4K0.00%00.0%Unchanged
Geneos Wealth Management Inc.6,080$104.8K0.01%00.0%Unchanged
Counterpoint Mutual Funds LLC6,672$115.0K0.10%+6,672New
Lee Financial Co7,050$121.5K0.02%00.0%Unchanged
First Eagle Investment Management, LLC7,444$128.3K0.00%+319+4.5%Added
Harbour Investments, Inc.8,606$148.3K0.01%+4,234+96.8%Added
Arrow Investment Advisors, LLC10,293$177.3K0.14%+10,293New
Boston Private Wealth LLC10,370$178.7K0.00%−1,035−9.1%Reduced
BCS Wealth Management10,851$187.0K0.08%+290+2.7%Added
U.S. Capital Wealth Advisors, LLC10,995$189.4K0.01%+10,995New
Linscomb & Williams, Inc.11,000$189.5K0.01%00.0%Unchanged
Ulland Investment Advisors, LLC11,000$190.0K0.21%+2,500+29.4%Added
Franklin Resources Inc11,094$191.2K0.00%−325−2.8%Reduced
Vident Advisory, LLC11,326$195.1K0.01%+11,326New
Arete Wealth Advisors, LLC11,450$197.3K0.03%+300+2.7%Added
Halpern Financial, Inc.11,500$198.1K0.07%00.0%Unchanged
Hilltop Holdings Inc.11,900$205.0K0.03%00.0%Unchanged
Creative Planning12,258$211.2K0.00%−4,810−28.2%Reduced
Axxcess Wealth Management, LLC12,300$211.9K0.01%+12,300New
Guardian Wealth Management, Inc.12,373$213.2K0.20%+469+3.9%Added
Rockefeller Capital Management L.P.12,593$217.0K0.00%+12,593New
Annandale Capital, LLC12,624$218.0K0.07%00.0%Unchanged
Aft, Forsyth & Company, Inc.12,867$221.7K0.16%+344+2.7%Added
Wolverine Trading, LLC12,983$223.7K0.00%+12,983New
Bahl & Gaynor Inc13,500$232.6K0.00%00.0%Unchanged
ORG Partners LLC13,900$239.5K0.07%00.0%Unchanged
Baker Ellis Asset Management LLC14,000$241.2K0.04%00.0%Unchanged
Edge Capital Group, LLC14,310$246.6K0.02%+14,310New
True North Advisors, LLC15,545$267.8K0.08%+15,545New
Apollon Wealth Management, LLC15,668$270.0K0.01%+1,389+9.7%Added
Loring Wolcott & Coolidge Fiduciary Advisors LLP15,000$274.5K0.00%00.0%Unchanged
UBS Group AG15,990$275.5K0.00%−449−2.7%Reduced
International Assets Investment Management, LLC16,013$278.9K0.04%+300+1.9%Added
Flagship Harbor Advisors, LLC16,498$284.3K0.02%+3,331+25.3%Added
Wealth Enhancement Advisory Services, LLC16,765$288.9K0.00%+16,765New
Diversified Trust Co16,787$289.2K0.01%00.0%Unchanged
Granite Bay Wealth Management, LLC17,347$296.0K0.00%+17,347New
Kovack Advisors, Inc.17,260$297.4K0.04%−3,625−17.4%Reduced
Eagle Harbor Asset Management Inc17,912$308.6K0.40%+2,422+15.6%Added
Pekin Hardy Strauss, Inc.18,000$310.1K0.05%00.0%Unchanged
F&V Capital Management, LLC18,300$315.0K0.11%+3,300+22.0%Added
Icon Wealth Partners, LLC18,409$317.2K0.04%+1,542+9.1%Added
Alps Advisors Inc19,251$331.7K0.00%−2,775−12.6%Reduced
Wealth Alliance Advisory Group, LLC19,352$333.4K0.10%00.0%Unchanged
MAS Advisors LLC19,533$336.6K0.48%−39−0.2%Reduced
Franklin Street Advisors Inc20,000$345.0K0.03%00.0%Unchanged
Bokf, NA20,000$360.0K0.01%00.0%Unchanged
Sunbelt Securities, Inc.20,940$360.8K0.05%+69+0.3%Added
US Bancorp21,450$369.6K0.00%00.0%Unchanged
IHT Wealth Management, LLC21,695$373.8K0.02%+30+0.1%Added
Verdad Advisers, LP23,400$403.2K0.62%−40,542−63.4%Reduced
Autumn Glory Partners, LLC24,600$423.9K0.26%+24,600New
Ronald Blue Trust, Inc.26,628$425.0K0.01%+767+3.0%Added
BancorpSouth Bank24,896$429.0K0.04%+670+2.8%Added
Commonwealth Equity Services, LLC27,811$479.0K0.00%+3,523+14.5%Added
SG Americas Securities, LLC28,568$492.0K0.01%−19−0.1%Reduced
Cetera Advisor Networks LLC28,659$493.8K0.00%−35,981−55.7%Reduced
Doliver Advisors, LP30,650$528.1K0.16%−274−0.9%Reduced
Requisite Capital Management, LLC30,914$532.6K0.14%00.0%Unchanged
Saber Capital Managment, LLC31,241$538.3K0.95%+3,733+13.6%Added
Bristlecone Advisors, LLC32,410$558.4K0.06%00.0%Unchanged
Bartlett & Co. LLC32,746$564.0K0.01%00.0%Unchanged
Bartlett & Co. Wealth Management LLC32,746$564.2K0.01%00.0%Unchanged
Evergreen Capital Management LLC35,650$614.3K0.03%00.0%Unchanged
Perigon Wealth Management, LLC36,007$620.4K0.03%+9,607+36.4%Added
Wells Fargo & Company38,052$655.6K0.00%+286+0.8%Added