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.
| 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, Q3 2023
Shares, value and share of portfolio for each institution holding Black Stone Minerals, L.P.; share changes are against Q2 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Citigroup Inc | 39,218 | $675.7K | 0.00% | +38,821+9,778.6% | Added |
| Family Management Corp | 39,767 | $685.2K | 0.16% | 00.0% | Unchanged |
| Aristides Capital LLC | 41,735 | $719.1K | 0.48% | 00.0% | Unchanged |
| Beacon Pointe Advisors, LLC | 43,100 | $742.6K | 0.01% | +43,100 | New |
| D.A. Davidson & Co. | 43,200 | $744.3K | 0.01% | −21,700−33.4% | Reduced |
| The PNC Financial Services Group, Inc. | 47,345 | $815.8K | 0.00% | +300+0.6% | Added |
| HRT Financial LP | 49,108 | $846.0K | 0.01% | −35,678−42.1% | Reduced |
| U S Global Investors Inc | 50,000 | $861.5K | 0.07% | 00.0% | Unchanged |
| Mariner, LLC | 50,514 | $870.4K | 0.00% | +35,702+241.0% | Added |
| Captrust Financial Advisors | 51,190 | $882.0K | 0.00% | −258−0.5% | Reduced |
| Jump Financial, LLC | 53,284 | $918.1K | 0.03% | +3,105+6.2% | Added |
| Navellier & Associates Inc | 54,713 | $942.7K | 0.16% | −1,041−1.9% | Reduced |
| CI Private Wealth, LLC | 55,193 | $951.0K | 0.00% | +2,900+5.5% | Added |
| Clear Harbor Asset Management, LLC | 55,532 | $956.8K | 0.10% | −100−0.2% | Reduced |
| Veracity Capital LLC | 57,872 | $997.1K | 0.46% | −17,333−23.0% | Reduced |
| Welch & Forbes LLC | 58,966 | $1.02M | 0.02% | 00.0% | Unchanged |
| Invesco Ltd. | 59,009 | $1.02M | 0.00% | +251+0.4% | Added |
| Gruss & Co., LLC | 60,611 | $1.04M | 8.84% | 00.0% | Unchanged |
| Jefferies Financial Group Inc. | 62,400 | $1.08M | 0.03% | 00.0% | Unchanged |
| Chase Investment Counsel Corp | 63,832 | $1.10M | 0.55% | 00.0% | Unchanged |
| Sowell Financial Services LLC | 66,642 | $1.15M | 0.07% | +11,989+21.9% | Added |
| Sumitomo Mitsui Trust Holdings, Inc. | 68,000 | $1.17M | 0.00% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 68,901 | $1.19M | 0.03% | −38,264−35.7% | Reduced |
| Independent Advisor Alliance | 74,437 | $1.28M | 0.06% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 76,192 | $1.31M | 0.02% | 00.0% | Unchanged |
| Toroso Investments, LLC | 78,752 | $1.36M | 0.04% | +63,601+419.8% | Added |
| Moors & Cabot, Inc. | 81,150 | $1.40M | 0.09% | −4,800−5.6% | Reduced |
| Zions Bancorporation, N.A. | 82,533 | $1.42M | 0.12% | −3,500−4.1% | Reduced |
| Cresset Asset Management, LLC | 82,637 | $1.42M | 0.01% | −2,408−2.8% | Reduced |
| GraniteShares Advisors LLC | 83,979 | $1.45M | 1.35% | +1,777+2.2% | Added |
| Truist Financial Corp | 88,343 | $1.52M | 0.00% | −494−0.6% | Reduced |
| Eagle Global Advisors LLC | 89,122 | $1.54M | 0.10% | 00.0% | Unchanged |
| Mercer Global Advisors Inc | 90,095 | $1.55M | 0.01% | −71−0.1% | Reduced |
| Savant Capital, LLC | 90,742 | $1.56M | 0.02% | 00.0% | Unchanged |
| Howard Financial Services, Ltd. | 97,263 | $1.68M | 0.38% | +109+0.1% | Added |
| O'Brien Greene & Co. Inc | 100,000 | $1.72M | 0.63% | −10,000−9.1% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 100,179 | $1.73M | 0.00% | +6,171+6.6% | Added |
| CoreCommodity Management, LLC | 100,213 | $1.73M | 0.58% | +154+0.2% | Added |
| Schechter Investment Advisors, LLC | 100,922 | $1.74M | 0.17% | +100,922 | New |
| Caldwell Sutter Capital, Inc. | 105,700 | $1.82M | 1.01% | 00.0% | Unchanged |
| Envestnet Asset Management Inc | 110,906 | $1.91M | 0.00% | −22,882−17.1% | Reduced |
| Jane Street Group, LLC | 114,977 | $1.98M | 0.00% | +103,416+894.5% | Added |
| Citadel Advisors LLC | 130,313 | $2.25M | 0.00% | +130,313 | New |
| McDaniel Terry & Co | 132,962 | $2.29M | 0.24% | 00.0% | Unchanged |
| Mraz, Amerine & Associates, Inc. | 133,264 | $2.30M | 0.52% | −955−0.7% | Reduced |
| Macquarie Group Ltd | 133,431 | $2.30M | 0.00% | −11,218−7.8% | Reduced |
| Adviser Investments LLC | 139,598 | $2.41M | 0.05% | +82,276+143.5% | Added |
| Board of Trustees of The Leland Stanford Junior University | 147,852 | $2.55M | 0.20% | 00.0% | Unchanged |
| Stifel Financial Corp | 148,292 | $2.56M | 0.00% | +2,405+1.6% | Added |
| LPL Financial LLC | 161,826 | $2.79M | 0.00% | +46,216+40.0% | Added |
| Mayo Clinic | 166,147 | $2.86M | 5.52% | −477,470−74.2% | Reduced |
| Horizon Kinetics Asset Management LLC | 167,838 | $2.89M | 0.06% | +5,100+3.1% | Added |
| Hill Investment Group Partners, LLC | 177,487 | $3.06M | 0.51% | 00.0% | Unchanged |
| Orchard Capital Managment, LLC | 191,156 | $3.29M | 1.22% | 00.0% | Unchanged |
| Clark Estates Inc | 200,000 | $3.45M | 0.63% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 203,595 | $3.51M | 0.01% | +81,339+66.5% | Added |
| Royal Bank of Canada | 227,718 | $3.92M | 0.00% | +32,471+16.6% | Added |
| First Trust Advisors LP | 262,069 | $4.52M | 0.01% | +6,920+2.7% | Added |
| Pine Valley Investments Ltd Liability Co | 328,684 | $5.66M | 0.54% | −222,202−40.3% | Reduced |
| Clarus Group, Inc. | 334,596 | $5.77M | 4.18% | 00.0% | Unchanged |
| HighTower Advisors, LLC | 361,904 | $6.24M | 0.01% | +56,468+18.5% | Added |
| Concorde Financial Corp | 370,943 | $6.39M | 10.90% | +80.0% | Added |
| ING Groep NV | 384,800 | $6.63M | 0.06% | +129,600+50.8% | Added |
| Cambridge Investment Research Advisors, Inc. | 390,548 | $6.73M | 0.03% | −5,124−1.3% | Reduced |
| Raymond James & Associates | 471,001 | $8.12M | 0.01% | +121,415+34.7% | Added |
| Spirit of America Management Corp | 473,249 | $8.15M | 1.84% | 00.0% | Unchanged |
| Ion Asset Management Ltd. | 480,000 | $8.27M | 0.86% | 00.0% | Unchanged |
| Fayez Sarofim & Co | 490,740 | $8.46M | 0.03% | 00.0% | Unchanged |
| Bank of America Corp | 498,289 | $8.59M | 0.00% | +15,789+3.3% | Added |
| Kempner Capital Management Inc. | 498,616 | $8.59M | 5.17% | 00.0% | Unchanged |
| Epacria Capital Partners, LLC | 548,698 | $9.45M | 7.83% | −29,451−5.1% | Reduced |
| Mudita Advisors LLP | 787,077 | $13.6M | 9.90% | 00.0% | Unchanged |
| Brown Advisory Inc | 972,922 | $16.8M | 0.03% | 00.0% | Unchanged |
| Investment Management Associates Inc | 1,032,414 | $17.8M | 7.42% | +3,102+0.3% | Added |
| CIBC Private Wealth Group, LLC | 1,076,480 | $18.5M | 0.04% | −254,541−19.1% | Reduced |
| Penn Davis McFarland Inc | 1,495,493 | $25.8M | 4.51% | −7,203−0.5% | Reduced |
| Natixis | 1,663,600 | $28.7M | 0.23% | +896,700+116.9% | Added |
| Morgan Stanley | 4,253,078 | $73.3M | 0.01% | −255,364−5.7% | Reduced |
| William Marsh Rice University | 5,663,476 | $97.6M | 77.09% | 00.0% | Unchanged |
| Perella Weinberg Partners Capital Management LP | 189 | – | – | −6−3.1% | Reduced |
| Difesa Capital Management, LP | 0 | $0 | 0.00% | −219,550−100.0% | Sold out |
| Susquehanna International Group, LLP | 0 | $0 | 0.00% | −152,741−100.0% | Sold out |
| Prospera Financial Services Inc | 0 | $0 | 0.00% | −130,647−100.0% | Sold out |
| Bramshill Investments, LLC | 0 | $0 | 0.00% | −102,100−100.0% | Sold out |
| Prevail Innovative Wealth Advisors, LLC | 0 | $0 | 0.00% | −20,386−100.0% | Sold out |
| PEAK6 Investments LLC | 0 | $0 | 0.00% | −18,845−100.0% | Sold out |
| Goldman Sachs Group Inc | 0 | $0 | 0.00% | −17,871−100.0% | Sold out |
| Saxon Interests, Inc. | 0 | $0 | 0.00% | −12,945−100.0% | Sold out |
| SFMG, LLC | 0 | $0 | 0.00% | −12,205−100.0% | Sold out |
| Ascension Capital Advisors, Inc. | 0 | $0 | 0.00% | −12,186−100.0% | Sold out |
| BNP Paribas Arbitrage, SA | 0 | $0 | 0.00% | −8,286−100.0% | Sold out |
| Simplex Trading, LLC | 0 | $0 | 0.00% | −5,912−100.0% | Sold out |
| Optimum Investment Advisors | 0 | $0 | 0.00% | −3,000−100.0% | Sold out |
| ICA Group Wealth Management, LLC | 0 | $0 | 0.00% | −1,277−100.0% | Sold out |
| IFP Advisors, Inc | 0 | $0 | 0.00% | −1,062−100.0% | Sold out |
| Clearview Wealth Advisors LLC | 0 | $0 | 0.00% | −1,130−100.0% | Sold out |
| Coston, McIsaac & Partners | 0 | $0 | 0.00% | −600−100.0% | Sold out |
| FMR LLC | 0 | $0 | 0.00% | −2−100.0% | Sold out |