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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, Q4 2023

Institutional positions in Black Stone Minerals, L.P. as of Dec 31, 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
196
+19 vs. Q3 2023
Shares held
30.5M
+1.03M (+3.5%) vs. Q3 2023
Total value
$486.8M
−$20.9M (−4.1%) vs. Q3 2023
New holders
35
56 more added
Sold out
16
47 more reduced

3 institutions that held it in Q3 2023 haven't filed for Q4 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q3 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 holdersQ4 2023: 196 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 heldQ4 2023: $486.8M
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, Q4 2023

Shares, value and share of portfolio for each institution holding Black Stone Minerals, L.P.; share changes are against Q3 2023.

Institutions holding BSM in Q4 2023
InstitutionSharesValue% of portfolioChange in sharesAction
William Marsh Rice University5,663,476$90.4M82.66%00.0%Unchanged
Morgan Stanley4,186,105$66.8M0.01%−66,973−1.6%Reduced
Natixis1,864,500$29.8M0.23%+200,900+12.1%Added
Penn Davis McFarland Inc1,475,557$23.5M4.01%−19,936−1.3%Reduced
Investment Management Associates Inc1,221,389$19.5M7.54%+188,975+18.3%Added
Brown Advisory Inc989,122$15.8M0.02%+16,200+1.7%Added
Mudita Advisors LLP760,877$12.1M8.43%−26,200−3.3%Reduced
Epacria Capital Partners, LLC548,698$8.76M7.01%00.0%Unchanged
ING Groep NV530,500$8.47M0.07%+145,700+37.9%Added
Kempner Capital Management Inc.498,616$7.96M4.45%00.0%Unchanged
Fayez Sarofim & Co490,740$7.84M0.02%00.0%Unchanged
CIBC Private Wealth Group, LLC487,600$7.78M0.02%−588,880−54.7%Reduced
Raymond James & Associates462,957$7.39M0.01%−8,044−1.7%Reduced
Spirit of America Management Corp458,249$7.31M1.60%−15,000−3.2%Reduced
First Trust Advisors LP404,356$6.45M0.01%+142,287+54.3%Added
Cambridge Investment Research Advisors, Inc.395,675$6.32M0.03%+5,127+1.3%Added
Citadel Advisors LLC385,610$6.15M0.01%+255,297+195.9%Added
Mirae Asset Global Investments Co., Ltd.367,741$5.87M0.01%+367,741New
HighTower Advisors, LLC362,741$5.79M0.01%+837+0.2%Added
Concorde Financial Corp360,315$5.75M3.94%−10,628−2.9%Reduced
Nomura Holdings Inc353,100$5.64M0.05%+353,100New
Lummis Asset Management, LP337,518$5.39M4.12%+337,518New
Clarus Group, Inc.334,996$5.35M4.05%+400+0.1%Added
Bank of America Corp332,515$5.31M0.00%−165,774−33.3%Reduced
LPL Financial LLC204,783$3.27M0.00%+42,957+26.5%Added
Clark Estates Inc200,000$3.19M0.54%00.0%Unchanged
Orchard Capital Managment, LLC191,156$3.05M0.96%00.0%Unchanged
Royal Bank of Canada184,346$2.94M0.00%−43,372−19.0%Reduced
Hill Investment Group Partners, LLC177,487$2.83M0.42%00.0%Unchanged
Pine Valley Investments Ltd Liability Co173,956$2.78M0.23%−154,728−47.1%Reduced
LB Partners LLC171,818$2.74M3.01%+171,818New
Horizon Kinetics Asset Management LLC167,838$2.68M0.06%00.0%Unchanged
Stifel Financial Corp158,219$2.53M0.00%+9,927+6.7%Added
Advisor Group Holdings, Inc.153,548$2.45M0.00%−50,047−24.6%Reduced
Board of Trustees of The Leland Stanford Junior University147,852$2.36M0.15%00.0%Unchanged
Adviser Investments LLC138,762$2.21M0.03%−836−0.6%Reduced
Mraz, Amerine & Associates, Inc.133,143$2.12M0.45%−121−0.1%Reduced
McDaniel Terry & Co132,962$2.12M0.20%00.0%Unchanged
Macquarie Group Ltd130,560$2.08M0.00%−2,871−2.2%Reduced
Jane Street Group, LLC122,047$1.95M0.00%+7,070+6.1%Added
UBS Group AG119,994$1.92M0.00%+104,004+650.4%Added
Anthracite Investment Company, Inc.108,104$1.73M1.11%+108,104New
Caldwell Sutter Capital, Inc.105,700$1.69M0.86%00.0%Unchanged
Envestnet Asset Management Inc104,008$1.66M0.00%−6,898−6.2%Reduced
Schechter Investment Advisors, LLC100,922$1.61M0.14%00.0%Unchanged
CoreCommodity Management, LLC100,310$1.60M0.48%+97+0.1%Added
O'Brien Greene & Co. Inc100,000$1.60M0.56%00.0%Unchanged
Howard Financial Services, Ltd.97,217$1.55M0.30%−460.0%Reduced
Susquehanna International Group, LLP95,944$1.53M0.00%+95,944New
Mercer Global Advisors Inc95,897$1.53M0.00%+5,802+6.4%Added
GraniteShares Advisors LLC93,041$1.48M1.34%+9,062+10.8%Added
Savant Capital, LLC90,742$1.45M0.02%00.0%Unchanged
Eagle Global Advisors LLC89,122$1.42M0.09%00.0%Unchanged
Custom Index Systems, LLC89,097$1.42M0.90%+89,097New
Truist Financial Corp84,343$1.35M0.00%−4,000−4.5%Reduced
Toroso Investments, LLC83,560$1.33M0.03%+4,808+6.1%Added
Zions Bancorporation, N.A.82,533$1.32M0.09%00.0%Unchanged
Moors & Cabot, Inc.81,150$1.30M0.08%00.0%Unchanged
Raymond James Financial Services Advisors, Inc.78,387$1.25M0.00%−21,792−21.8%Reduced
Bramshill Investments, LLC75,731$1.21M0.12%+75,731New
Independent Advisor Alliance74,437$1.19M0.04%00.0%Unchanged
Avenir Corp73,900$1.18M0.10%+73,900New
Sumitomo Mitsui Trust Holdings, Inc.68,000$1.09M0.00%00.0%Unchanged
Cullen/Frost Bankers, Inc.67,427$1.08M0.02%−8,765−11.5%Reduced
Sowell Financial Services LLC66,017$1.05M0.06%−625−0.9%Reduced
Jefferies Financial Group Inc.62,590$998.9K0.02%+190+0.3%Added
Cresset Asset Management, LLC60,698$968.7K0.01%−21,939−26.5%Reduced
Gruss & Co., LLC60,611$967.4K7.49%00.0%Unchanged
Invesco Ltd.60,600$967.2K0.00%+1,591+2.7%Added
Welch & Forbes LLC58,966$941.1K0.01%00.0%Unchanged
Beacon Pointe Advisors, LLC58,669$936.4K0.01%+15,569+36.1%Added
HRT Financial LP56,610$903.0K0.01%+7,502+15.3%Added
Clear Harbor Asset Management, LLC55,532$886.3K0.08%00.0%Unchanged
CI Private Wealth, LLC55,393$884.1K0.00%+200+0.4%Added
Ancora Advisors, LLC54,975$877.4K0.02%−13,926−20.2%Reduced
Captrust Financial Advisors50,948$813.1K0.00%−242−0.5%Reduced
Mariner, LLC50,200$801.2K0.00%−314−0.6%Reduced
U S Global Investors Inc50,000$798.0K0.05%00.0%Unchanged
Veracity Capital LLC49,276$786.4K0.32%−8,596−14.9%Reduced
The PNC Financial Services Group, Inc.47,345$755.6K0.00%00.0%Unchanged
Autumn Glory Partners, LLC44,600$711.8K0.41%+20,000+81.3%Added
Aristides Capital LLC41,735$666.1K0.34%00.0%Unchanged
Chase Investment Counsel Corp39,788$635.0K0.28%−24,044−37.7%Reduced
Family Management Corp39,767$634.7K0.13%00.0%Unchanged
Perigon Wealth Management, LLC38,207$609.8K0.02%+2,200+6.1%Added
Navellier & Associates Inc37,920$605.2K0.09%−16,793−30.7%Reduced
Wells Fargo & Company34,960$558.0K0.00%−3,092−8.1%Reduced
LongView Wealth Management33,735$548.2K0.24%+33,735New
Evergreen Capital Management LLC33,611$536.4K0.02%−2,039−5.7%Reduced
Bartlett & Co. LLC32,746$519.0K0.01%00.0%Unchanged
Bartlett & Co. Wealth Management LLC32,746$518.7K0.01%00.0%Unchanged
Bristlecone Advisors, LLC32,410$517.3K0.05%00.0%Unchanged
Cetera Advisor Networks LLC31,412$501.3K0.00%+2,753+9.6%Added
Jump Financial, LLC31,400$501.1K0.02%−21,884−41.1%Reduced
Commonwealth Equity Services, LLC29,960$478.0K0.00%+2,149+7.7%Added
AlphaCore Capital LLC29,800$475.6K0.07%+29,800New
Doliver Advisors, LP27,479$438.6K0.13%−3,171−10.3%Reduced
BancorpSouth Bank25,566$408.0K0.03%+670+2.7%Added
Verdad Advisers, LP23,400$373.5K0.76%00.0%Unchanged
US Bancorp22,450$358.3K0.00%+1,000+4.7%Added