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