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.
| 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, Q4 2023
Shares, value and share of portfolio for each institution holding Black Stone Minerals, L.P.; share changes are against Q3 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| FMR LLC | 2 | $32 | 0.00% | +2 | New |
| Tower Research Capital LLC (TRC) | 32 | $511 | 0.00% | −1,883−98.3% | Reduced |
| Stone House Investment Management, LLC | 75 | $1.20K | 0.00% | +2+2.7% | Added |
| Abich Financial Wealth Management LLC | 100 | $1.60K | 0.00% | +100 | New |
| Impact Partnership Wealth, LLC | 117 | $1.87K | 0.00% | −100−46.1% | Reduced |
| Farther Finance Advisors, LLC | 125 | $2.00K | 0.00% | 00.0% | Unchanged |
| Perritt Capital Management Inc | 134 | $2.14K | 0.00% | +134 | New |
| Coppell Advisory Solutions LLC | 250 | $3.99K | 0.00% | 00.0% | Unchanged |
| Stephens Consulting, LLC | 300 | $4.79K | 0.00% | −4,586−93.9% | Reduced |
| First Manhattan Co | 300 | $4.79K | 0.00% | 00.0% | Unchanged |
| NewSquare Capital LLC | 300 | $4.79K | 0.00% | +300 | New |
| Spire Wealth Management | 302 | $4.90K | 0.00% | +2+0.7% | Added |
| Parallel Advisors, LLC | 327 | $5.21K | 0.00% | +10+3.2% | Added |
| Macroview Investment Management LLC | 328 | $5.23K | 0.01% | +9+2.8% | Added |
| Signaturefd, LLC | 400 | $6.38K | 0.00% | 00.0% | Unchanged |
| Pathway Financial Advisers, LLC | 487 | $7.78K | 0.00% | +13+2.7% | Added |
| Private Trust Co NA | 500 | $7.98K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 500 | $7.98K | 0.00% | 00.0% | Unchanged |
| Annis Gardner Whiting Capital Advisors, LLC | 500 | $7.98K | 0.00% | 00.0% | Unchanged |
| Community Bank, N.A. | 500 | $7.98K | 0.00% | +500 | New |
| Cypress Capital Management LLC (WY) | 600 | $9.58K | 0.01% | 00.0% | Unchanged |
| Cutler Group LP | 642 | $10.0K | 0.00% | −100−13.5% | Reduced |
| Aspire Private Capital, LLC | 741 | $11.8K | 0.00% | +31+4.4% | Added |
| Grove Bank & Trust | 1,000 | $16.0K | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 1,000 | $16.0K | 0.02% | 00.0% | Unchanged |
| ICA Group Wealth Management, LLC | 1,277 | $20.4K | 0.00% | +1,277 | New |
| Federation des caisses Desjardins du Quebec | 1,500 | $23.9K | 0.00% | +1,000+200.0% | Added |
| NBC Securities, Inc. | 1,900 | $30.0K | 0.00% | +162+9.3% | Added |
| HBC Financial Services, PLLC | 2,000 | $31.0K | 0.02% | +2,000 | New |
| Venturi Wealth Management, LLC | 2,000 | $31.9K | 0.00% | +200+11.1% | Added |
| CWM, LLC | 2,100 | $34.0K | 0.00% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 3,036 | $48.5K | 0.02% | +2,236+279.5% | Added |
| Clearstead Advisors, LLC | 3,337 | $53.3K | 0.00% | +3+0.1% | Added |
| Vaughan Nelson Investment Management, L.P. | 5,600 | $89.0K | 0.00% | 00.0% | Unchanged |
| JPMorgan Chase & Co | 6,001 | $95.8K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 6,080 | $97.0K | 0.00% | 00.0% | Unchanged |
| Arlington Trust Co LLC | 6,250 | $99.8K | 0.03% | +6,250 | New |
| First Eagle Investment Management, LLC | 6,407 | $102.3K | 0.00% | −1,037−13.9% | Reduced |
| TCTC Holdings, LLC | 6,666 | $106.4K | 0.00% | +6,666 | New |
| Lee Financial Co | 7,050 | $112.5K | 0.02% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 8,361 | $134.9K | 0.01% | +8,361 | New |
| Ronald Blue Trust, Inc. | 8,468 | $146.0K | 0.00% | −18,160−68.2% | Reduced |
| Clear Street Markets LLC | 10,000 | $160.0K | 0.06% | +7,700+334.8% | Added |
| Harbour Investments, Inc. | 10,467 | $167.1K | 0.01% | +1,861+21.6% | Added |
| Arete Wealth Advisors, LLC | 10,650 | $170.0K | 0.01% | −800−7.0% | Reduced |
| Linscomb & Williams, Inc. | 11,000 | $175.6K | 0.01% | 00.0% | Unchanged |
| Franklin Resources Inc | 11,094 | $177.1K | 0.00% | 00.0% | Unchanged |
| U.S. Capital Wealth Advisors, LLC | 11,139 | $177.8K | 0.01% | +144+1.3% | Added |
| Halpern Financial, Inc. | 11,500 | $185.5K | 0.06% | 00.0% | Unchanged |
| BCS Wealth Management | 11,643 | $186.0K | 0.07% | +792+7.3% | Added |
| Vident Advisory, LLC | 12,261 | $195.7K | 0.00% | +935+8.3% | Added |
| Guardian Wealth Management, Inc. | 12,516 | $199.8K | 0.17% | +143+1.2% | Added |
| Annandale Capital, LLC | 12,624 | $201.0K | 0.05% | 00.0% | Unchanged |
| State of Wyoming | 12,719 | $203.0K | 0.04% | +10,498+472.7% | Added |
| Baker Ellis Asset Management LLC | 13,000 | $207.5K | 0.03% | −1,000−7.1% | Reduced |
| Kovack Advisors, Inc. | 13,025 | $207.9K | 0.02% | −4,235−24.5% | Reduced |
| Hilltop Holdings Inc. | 13,100 | $209.1K | 0.02% | +1,200+10.1% | Added |
| Creative Planning | 13,179 | $210.3K | 0.00% | +921+7.5% | Added |
| Aft, Forsyth & Company, Inc. | 13,213 | $210.9K | 0.13% | +346+2.7% | Added |
| Cullen Investment Group, Ltd. | 13,424 | $214.3K | 0.04% | +13,424 | New |
| Holderness Investments Co | 13,450 | $214.7K | 0.06% | +13,450 | New |
| Bahl & Gaynor Inc | 13,500 | $215.5K | 0.00% | 00.0% | Unchanged |
| International Assets Investment Management, LLC | 14,013 | $223.6K | 0.03% | −2,000−12.5% | Reduced |
| Requisite Capital Management, LLC | 14,035 | $224.0K | 0.06% | −16,879−54.6% | Reduced |
| D.A. Davidson & Co. | 14,100 | $225.0K | 0.00% | −29,100−67.4% | Reduced |
| Edge Capital Group, LLC | 14,310 | $228.4K | 0.01% | 00.0% | Unchanged |
| Eagle Harbor Asset Management Inc | 14,352 | $229.1K | 0.26% | −3,560−19.9% | Reduced |
| Ulland Investment Advisors, LLC | 14,700 | $235.0K | 0.24% | +3,700+33.6% | Added |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 15,000 | $246.0K | 0.00% | 00.0% | Unchanged |
| AE Wealth Management LLC | 15,083 | $250.1K | 0.00% | +15,083 | New |
| Goldman Sachs Group Inc | 16,215 | $258.8K | 0.00% | +16,215 | New |
| Advisory Services Network, LLC | 16,635 | $265.5K | 0.01% | +16,635 | New |
| Diversified Trust Co | 16,787 | $267.9K | 0.01% | 00.0% | Unchanged |
| Flagship Harbor Advisors, LLC | 16,791 | $268.0K | 0.02% | +293+1.8% | Added |
| Colonial River Wealth Management, LLC | 16,885 | $269.5K | 0.16% | +16,885 | New |
| Fort Sheridan Advisors LLC | 17,136 | $273.5K | 0.05% | +17,136 | New |
| Virtu Financial LLC | 17,620 | $281.0K | 0.02% | +17,620 | New |
| MAS Advisors LLC | 17,659 | $281.8K | 0.36% | −1,874−9.6% | Reduced |
| XTX Topco Ltd | 17,795 | $284.0K | 0.06% | +17,795 | New |
| Pekin Hardy Strauss, Inc. | 18,000 | $287.3K | 0.04% | 00.0% | Unchanged |
| Alps Advisors Inc | 18,212 | $290.7K | 0.00% | −1,039−5.4% | Reduced |
| F&V Capital Management, LLC | 18,300 | $292.0K | 0.09% | 00.0% | Unchanged |
| Icon Wealth Advisors, LLC | 18,451 | $294.5K | 0.03% | +18,451 | New |
| Apollon Wealth Management, LLC | 18,873 | $301.2K | 0.01% | +3,205+20.5% | Added |
| Granite Bay Wealth Management, LLC | 17,818 | $307.0K | 0.00% | +471+2.7% | Added |
| Wealth Alliance Advisory Group, LLC | 19,352 | $308.9K | 0.08% | 00.0% | Unchanged |
| Franklin Street Advisors Inc | 20,000 | $319.0K | 0.03% | 00.0% | Unchanged |
| Bokf, NA | 20,000 | $319.2K | 0.01% | 00.0% | Unchanged |
| Texas Capital Bank Wealth Management Services Inc | 20,000 | $319.2K | 0.04% | +20,000 | New |
| Wealth Enhancement Advisory Services, LLC | 20,765 | $331.4K | 0.00% | +4,000+23.9% | Added |
| Gsa Capital Partners LLP | 20,783 | $332.0K | 0.03% | +20,783 | New |
| Waterloo Capital, L.P. | 21,000 | $335.2K | 0.05% | +21,000 | New |
| Sunbelt Securities, Inc. | 21,009 | $335.3K | 0.04% | +69+0.3% | Added |
| IHT Wealth Management, LLC | 21,735 | $346.9K | 0.02% | +40+0.2% | Added |
| Simplex Trading, LLC | 21,867 | $348.0K | 0.01% | +21,867 | New |
| US Bancorp | 22,450 | $358.3K | 0.00% | +1,000+4.7% | Added |
| Verdad Advisers, LP | 23,400 | $373.5K | 0.76% | 00.0% | Unchanged |
| BancorpSouth Bank | 25,566 | $408.0K | 0.03% | +670+2.7% | Added |
| Doliver Advisors, LP | 27,479 | $438.6K | 0.13% | −3,171−10.3% | Reduced |
| AlphaCore Capital LLC | 29,800 | $475.6K | 0.07% | +29,800 | New |