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 |
|---|---|---|---|---|---|
| MAS Advisors LLC | 19,533 | $336.6K | 0.48% | −39−0.2% | Reduced |
| Wealth Alliance Advisory Group, LLC | 19,352 | $333.4K | 0.10% | 00.0% | Unchanged |
| Alps Advisors Inc | 19,251 | $331.7K | 0.00% | −2,775−12.6% | Reduced |
| Icon Wealth Partners, LLC | 18,409 | $317.2K | 0.04% | +1,542+9.1% | Added |
| F&V Capital Management, LLC | 18,300 | $315.0K | 0.11% | +3,300+22.0% | Added |
| Pekin Hardy Strauss, Inc. | 18,000 | $310.1K | 0.05% | 00.0% | Unchanged |
| Eagle Harbor Asset Management Inc | 17,912 | $308.6K | 0.40% | +2,422+15.6% | Added |
| Kovack Advisors, Inc. | 17,260 | $297.4K | 0.04% | −3,625−17.4% | Reduced |
| Granite Bay Wealth Management, LLC | 17,347 | $296.0K | 0.00% | +17,347 | New |
| Diversified Trust Co | 16,787 | $289.2K | 0.01% | 00.0% | Unchanged |
| Wealth Enhancement Advisory Services, LLC | 16,765 | $288.9K | 0.00% | +16,765 | New |
| Flagship Harbor Advisors, LLC | 16,498 | $284.3K | 0.02% | +3,331+25.3% | Added |
| International Assets Investment Management, LLC | 16,013 | $278.9K | 0.04% | +300+1.9% | Added |
| UBS Group AG | 15,990 | $275.5K | 0.00% | −449−2.7% | Reduced |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 15,000 | $274.5K | 0.00% | 00.0% | Unchanged |
| Apollon Wealth Management, LLC | 15,668 | $270.0K | 0.01% | +1,389+9.7% | Added |
| True North Advisors, LLC | 15,545 | $267.8K | 0.08% | +15,545 | New |
| Edge Capital Group, LLC | 14,310 | $246.6K | 0.02% | +14,310 | New |
| Baker Ellis Asset Management LLC | 14,000 | $241.2K | 0.04% | 00.0% | Unchanged |
| ORG Partners LLC | 13,900 | $239.5K | 0.07% | 00.0% | Unchanged |
| Bahl & Gaynor Inc | 13,500 | $232.6K | 0.00% | 00.0% | Unchanged |
| Wolverine Trading, LLC | 12,983 | $223.7K | 0.00% | +12,983 | New |
| Aft, Forsyth & Company, Inc. | 12,867 | $221.7K | 0.16% | +344+2.7% | Added |
| Annandale Capital, LLC | 12,624 | $218.0K | 0.07% | 00.0% | Unchanged |
| Rockefeller Capital Management L.P. | 12,593 | $217.0K | 0.00% | +12,593 | New |
| Guardian Wealth Management, Inc. | 12,373 | $213.2K | 0.20% | +469+3.9% | Added |
| Axxcess Wealth Management, LLC | 12,300 | $211.9K | 0.01% | +12,300 | New |
| Creative Planning | 12,258 | $211.2K | 0.00% | −4,810−28.2% | Reduced |
| Hilltop Holdings Inc. | 11,900 | $205.0K | 0.03% | 00.0% | Unchanged |
| Halpern Financial, Inc. | 11,500 | $198.1K | 0.07% | 00.0% | Unchanged |
| Arete Wealth Advisors, LLC | 11,450 | $197.3K | 0.03% | +300+2.7% | Added |
| Vident Advisory, LLC | 11,326 | $195.1K | 0.01% | +11,326 | New |
| Franklin Resources Inc | 11,094 | $191.2K | 0.00% | −325−2.8% | Reduced |
| Ulland Investment Advisors, LLC | 11,000 | $190.0K | 0.21% | +2,500+29.4% | Added |
| Linscomb & Williams, Inc. | 11,000 | $189.5K | 0.01% | 00.0% | Unchanged |
| U.S. Capital Wealth Advisors, LLC | 10,995 | $189.4K | 0.01% | +10,995 | New |
| BCS Wealth Management | 10,851 | $187.0K | 0.08% | +290+2.7% | Added |
| Boston Private Wealth LLC | 10,370 | $178.7K | 0.00% | −1,035−9.1% | Reduced |
| Arrow Investment Advisors, LLC | 10,293 | $177.3K | 0.14% | +10,293 | New |
| Harbour Investments, Inc. | 8,606 | $148.3K | 0.01% | +4,234+96.8% | Added |
| First Eagle Investment Management, LLC | 7,444 | $128.3K | 0.00% | +319+4.5% | Added |
| Lee Financial Co | 7,050 | $121.5K | 0.02% | 00.0% | Unchanged |
| Counterpoint Mutual Funds LLC | 6,672 | $115.0K | 0.10% | +6,672 | New |
| Geneos Wealth Management Inc. | 6,080 | $104.8K | 0.01% | 00.0% | Unchanged |
| JPMorgan Chase & Co | 6,001 | $103.4K | 0.00% | 00.0% | Unchanged |
| Vaughan Nelson Investment Management, L.P. | 5,600 | $96.0K | 0.00% | 00.0% | Unchanged |
| Stephens Consulting, LLC | 4,886 | $84.2K | 0.03% | +4,586+1,528.7% | Added |
| Steward Financial Group LLC | 3,794 | $65.0K | 0.02% | +102+2.8% | Added |
| Clearstead Advisors, LLC | 3,334 | $57.5K | 0.00% | +2+0.1% | Added |
| Clear Street Markets LLC | 2,300 | $40.0K | 0.03% | +2,300 | New |
| State of Wyoming | 2,221 | $38.3K | 0.01% | +2,221 | New |
| CWM, LLC | 2,100 | $36.0K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 1,915 | $33.0K | 0.00% | −5,634−74.6% | Reduced |
| Venturi Wealth Management, LLC | 1,800 | $31.0K | 0.00% | +1,800 | New |
| NBC Securities, Inc. | 1,738 | $29.0K | 0.00% | +1,738 | New |
| Group One Trading, L.P. | 1,206 | $20.8K | 0.00% | +1,206 | New |
| Grove Bank & Trust | 1,000 | $17.2K | 0.00% | −1,000−50.0% | Reduced |
| Wolff Wiese Magana LLC | 1,000 | $17.2K | 0.01% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 800 | $13.8K | 0.01% | −1,200−60.0% | Reduced |
| Aspire Private Capital, LLC | 710 | $12.2K | 0.00% | +710 | New |
| Cutler Group LP | 742 | $12.0K | 0.00% | +100+15.6% | Added |
| Cypress Capital Management LLC (WY) | 600 | $10.3K | 0.01% | +600 | New |
| Private Trust Co NA | 500 | $8.62K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 500 | $8.62K | 0.00% | +500 | New |
| Annis Gardner Whiting Capital Advisors, LLC | 500 | $8.62K | 0.00% | +500 | New |
| Federation des caisses Desjardins du Quebec | 500 | $8.62K | 0.00% | +500 | New |
| Pathway Financial Advisers, LLC | 474 | $8.18K | 0.00% | +474 | New |
| Northwestern Mutual Wealth Management Co | 460 | $7.93K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 400 | $6.89K | 0.00% | 00.0% | Unchanged |
| Macroview Investment Management LLC | 319 | $5.50K | 0.01% | +8+2.6% | Added |
| Parallel Advisors, LLC | 317 | $5.48K | 0.00% | +8+2.6% | Added |
| First Manhattan Co | 300 | $5.17K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 300 | $5.17K | 0.00% | +2+0.7% | Added |
| Coppell Advisory Solutions LLC | 250 | $4.22K | 0.00% | 00.0% | Unchanged |
| Impact Partnership Wealth, LLC | 217 | $3.74K | 0.00% | −4,896−95.8% | Reduced |
| Farther Finance Advisors, LLC | 125 | $2.15K | 0.00% | 00.0% | Unchanged |
| Toth Financial Advisory Corp | 100 | $1.72K | 0.00% | 00.0% | Unchanged |
| Stone House Investment Management, LLC | 73 | $1.26K | 0.00% | +2+2.8% | Added |
| Sound Income Strategies, LLC | 61 | $1.05K | 0.00% | 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 |