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 |
|---|---|---|---|---|---|
| Commonwealth Equity Services, LLC | 29,960 | $478.0K | 0.00% | +2,149+7.7% | Added |
| Jump Financial, LLC | 31,400 | $501.1K | 0.02% | −21,884−41.1% | Reduced |
| Cetera Advisor Networks LLC | 31,412 | $501.3K | 0.00% | +2,753+9.6% | Added |
| Bristlecone Advisors, LLC | 32,410 | $517.3K | 0.05% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 32,746 | $518.7K | 0.01% | 00.0% | Unchanged |
| Bartlett & Co. LLC | 32,746 | $519.0K | 0.01% | 00.0% | Unchanged |
| Evergreen Capital Management LLC | 33,611 | $536.4K | 0.02% | −2,039−5.7% | Reduced |
| LongView Wealth Management | 33,735 | $548.2K | 0.24% | +33,735 | New |
| Wells Fargo & Company | 34,960 | $558.0K | 0.00% | −3,092−8.1% | Reduced |
| Navellier & Associates Inc | 37,920 | $605.2K | 0.09% | −16,793−30.7% | Reduced |
| Perigon Wealth Management, LLC | 38,207 | $609.8K | 0.02% | +2,200+6.1% | Added |
| Family Management Corp | 39,767 | $634.7K | 0.13% | 00.0% | Unchanged |
| Chase Investment Counsel Corp | 39,788 | $635.0K | 0.28% | −24,044−37.7% | Reduced |
| Aristides Capital LLC | 41,735 | $666.1K | 0.34% | 00.0% | Unchanged |
| Autumn Glory Partners, LLC | 44,600 | $711.8K | 0.41% | +20,000+81.3% | Added |
| The PNC Financial Services Group, Inc. | 47,345 | $755.6K | 0.00% | 00.0% | Unchanged |
| Veracity Capital LLC | 49,276 | $786.4K | 0.32% | −8,596−14.9% | Reduced |
| U S Global Investors Inc | 50,000 | $798.0K | 0.05% | 00.0% | Unchanged |
| Mariner, LLC | 50,200 | $801.2K | 0.00% | −314−0.6% | Reduced |
| Captrust Financial Advisors | 50,948 | $813.1K | 0.00% | −242−0.5% | Reduced |
| Ancora Advisors, LLC | 54,975 | $877.4K | 0.02% | −13,926−20.2% | Reduced |
| CI Private Wealth, LLC | 55,393 | $884.1K | 0.00% | +200+0.4% | Added |
| Clear Harbor Asset Management, LLC | 55,532 | $886.3K | 0.08% | 00.0% | Unchanged |
| HRT Financial LP | 56,610 | $903.0K | 0.01% | +7,502+15.3% | Added |
| Beacon Pointe Advisors, LLC | 58,669 | $936.4K | 0.01% | +15,569+36.1% | Added |
| Welch & Forbes LLC | 58,966 | $941.1K | 0.01% | 00.0% | Unchanged |
| Invesco Ltd. | 60,600 | $967.2K | 0.00% | +1,591+2.7% | Added |
| Gruss & Co., LLC | 60,611 | $967.4K | 7.49% | 00.0% | Unchanged |
| Cresset Asset Management, LLC | 60,698 | $968.7K | 0.01% | −21,939−26.5% | Reduced |
| Jefferies Financial Group Inc. | 62,590 | $998.9K | 0.02% | +190+0.3% | Added |
| Sowell Financial Services LLC | 66,017 | $1.05M | 0.06% | −625−0.9% | Reduced |
| Cullen/Frost Bankers, Inc. | 67,427 | $1.08M | 0.02% | −8,765−11.5% | Reduced |
| Sumitomo Mitsui Trust Holdings, Inc. | 68,000 | $1.09M | 0.00% | 00.0% | Unchanged |
| Avenir Corp | 73,900 | $1.18M | 0.10% | +73,900 | New |
| Independent Advisor Alliance | 74,437 | $1.19M | 0.04% | 00.0% | Unchanged |
| Bramshill Investments, LLC | 75,731 | $1.21M | 0.12% | +75,731 | New |
| Raymond James Financial Services Advisors, Inc. | 78,387 | $1.25M | 0.00% | −21,792−21.8% | Reduced |
| Moors & Cabot, Inc. | 81,150 | $1.30M | 0.08% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 82,533 | $1.32M | 0.09% | 00.0% | Unchanged |
| Toroso Investments, LLC | 83,560 | $1.33M | 0.03% | +4,808+6.1% | Added |
| Truist Financial Corp | 84,343 | $1.35M | 0.00% | −4,000−4.5% | Reduced |
| Custom Index Systems, LLC | 89,097 | $1.42M | 0.90% | +89,097 | New |
| Eagle Global Advisors LLC | 89,122 | $1.42M | 0.09% | 00.0% | Unchanged |
| Savant Capital, LLC | 90,742 | $1.45M | 0.02% | 00.0% | Unchanged |
| GraniteShares Advisors LLC | 93,041 | $1.48M | 1.34% | +9,062+10.8% | Added |
| Mercer Global Advisors Inc | 95,897 | $1.53M | 0.00% | +5,802+6.4% | Added |
| Susquehanna International Group, LLP | 95,944 | $1.53M | 0.00% | +95,944 | New |
| Howard Financial Services, Ltd. | 97,217 | $1.55M | 0.30% | −460.0% | Reduced |
| O'Brien Greene & Co. Inc | 100,000 | $1.60M | 0.56% | 00.0% | Unchanged |
| CoreCommodity Management, LLC | 100,310 | $1.60M | 0.48% | +97+0.1% | Added |
| Schechter Investment Advisors, LLC | 100,922 | $1.61M | 0.14% | 00.0% | Unchanged |
| Envestnet Asset Management Inc | 104,008 | $1.66M | 0.00% | −6,898−6.2% | Reduced |
| Caldwell Sutter Capital, Inc. | 105,700 | $1.69M | 0.86% | 00.0% | Unchanged |
| Anthracite Investment Company, Inc. | 108,104 | $1.73M | 1.11% | +108,104 | New |
| UBS Group AG | 119,994 | $1.92M | 0.00% | +104,004+650.4% | Added |
| Jane Street Group, LLC | 122,047 | $1.95M | 0.00% | +7,070+6.1% | Added |
| Macquarie Group Ltd | 130,560 | $2.08M | 0.00% | −2,871−2.2% | Reduced |
| McDaniel Terry & Co | 132,962 | $2.12M | 0.20% | 00.0% | Unchanged |
| Mraz, Amerine & Associates, Inc. | 133,143 | $2.12M | 0.45% | −121−0.1% | Reduced |
| Adviser Investments LLC | 138,762 | $2.21M | 0.03% | −836−0.6% | Reduced |
| Board of Trustees of The Leland Stanford Junior University | 147,852 | $2.36M | 0.15% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 153,548 | $2.45M | 0.00% | −50,047−24.6% | Reduced |
| Stifel Financial Corp | 158,219 | $2.53M | 0.00% | +9,927+6.7% | Added |
| Horizon Kinetics Asset Management LLC | 167,838 | $2.68M | 0.06% | 00.0% | Unchanged |
| LB Partners LLC | 171,818 | $2.74M | 3.01% | +171,818 | New |
| Pine Valley Investments Ltd Liability Co | 173,956 | $2.78M | 0.23% | −154,728−47.1% | Reduced |
| Hill Investment Group Partners, LLC | 177,487 | $2.83M | 0.42% | 00.0% | Unchanged |
| Royal Bank of Canada | 184,346 | $2.94M | 0.00% | −43,372−19.0% | Reduced |
| Orchard Capital Managment, LLC | 191,156 | $3.05M | 0.96% | 00.0% | Unchanged |
| Clark Estates Inc | 200,000 | $3.19M | 0.54% | 00.0% | Unchanged |
| LPL Financial LLC | 204,783 | $3.27M | 0.00% | +42,957+26.5% | Added |
| Bank of America Corp | 332,515 | $5.31M | 0.00% | −165,774−33.3% | Reduced |
| Clarus Group, Inc. | 334,996 | $5.35M | 4.05% | +400+0.1% | Added |
| Lummis Asset Management, LP | 337,518 | $5.39M | 4.12% | +337,518 | New |
| Nomura Holdings Inc | 353,100 | $5.64M | 0.05% | +353,100 | New |
| Concorde Financial Corp | 360,315 | $5.75M | 3.94% | −10,628−2.9% | Reduced |
| HighTower Advisors, LLC | 362,741 | $5.79M | 0.01% | +837+0.2% | Added |
| Mirae Asset Global Investments Co., Ltd. | 367,741 | $5.87M | 0.01% | +367,741 | New |
| Citadel Advisors LLC | 385,610 | $6.15M | 0.01% | +255,297+195.9% | Added |
| Cambridge Investment Research Advisors, Inc. | 395,675 | $6.32M | 0.03% | +5,127+1.3% | Added |
| First Trust Advisors LP | 404,356 | $6.45M | 0.01% | +142,287+54.3% | Added |
| Spirit of America Management Corp | 458,249 | $7.31M | 1.60% | −15,000−3.2% | Reduced |
| Raymond James & Associates | 462,957 | $7.39M | 0.01% | −8,044−1.7% | Reduced |
| CIBC Private Wealth Group, LLC | 487,600 | $7.78M | 0.02% | −588,880−54.7% | Reduced |
| Fayez Sarofim & Co | 490,740 | $7.84M | 0.02% | 00.0% | Unchanged |
| Kempner Capital Management Inc. | 498,616 | $7.96M | 4.45% | 00.0% | Unchanged |
| ING Groep NV | 530,500 | $8.47M | 0.07% | +145,700+37.9% | Added |
| Epacria Capital Partners, LLC | 548,698 | $8.76M | 7.01% | 00.0% | Unchanged |
| Mudita Advisors LLP | 760,877 | $12.1M | 8.43% | −26,200−3.3% | Reduced |
| Brown Advisory Inc | 989,122 | $15.8M | 0.02% | +16,200+1.7% | Added |
| Investment Management Associates Inc | 1,221,389 | $19.5M | 7.54% | +188,975+18.3% | Added |
| Penn Davis McFarland Inc | 1,475,557 | $23.5M | 4.01% | −19,936−1.3% | Reduced |
| Natixis | 1,864,500 | $29.8M | 0.23% | +200,900+12.1% | Added |
| Morgan Stanley | 4,186,105 | $66.8M | 0.01% | −66,973−1.6% | Reduced |
| William Marsh Rice University | 5,663,476 | $90.4M | 82.66% | 00.0% | Unchanged |
| Perella Weinberg Partners Capital Management LP | 184 | – | – | −5−2.6% | Reduced |
| Ion Asset Management Ltd. | 0 | $0 | 0.00% | −480,000−100.0% | Sold out |
| Mayo Clinic | 0 | $0 | 0.00% | −166,147−100.0% | Sold out |
| Citigroup Inc | 0 | $0 | 0.00% | −39,218−100.0% | Sold out |
| SG Americas Securities, LLC | 0 | $0 | 0.00% | −28,568−100.0% | Sold out |