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, Q1 2024
Institutional positions in Black Stone Minerals, L.P. as of Mar 31, 2024. 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
- 184
- −10 vs. Q4 2023
- Shares held
- 29.6M
- −887.9K (−2.9%) vs. Q4 2023
- Total value
- $472.7M
- −$13.6M (−2.8%) vs. Q4 2023
- New holders
- 20
- 51 more added
- Sold out
- 30
- 53 more reduced
2 institutions that held it in Q4 2023 haven't filed for Q1 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2024
Shares, value and share of portfolio for each institution holding Black Stone Minerals, L.P.; share changes are against Q4 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| William Marsh Rice University | 5,663,476 | $90.5M | 100.00% | 00.0% | Unchanged |
| Morgan Stanley | 4,674,028 | $74.7M | 0.01% | +487,923+11.7% | Added |
| Natixis | 1,864,500 | $29.8M | 0.17% | 00.0% | Unchanged |
| Penn Davis McFarland Inc | 1,356,321 | $21.7M | 3.36% | −119,236−8.1% | Reduced |
| Investment Management Associates Inc | 1,239,299 | $19.8M | 6.84% | +17,910+1.5% | Added |
| Brown Advisory Inc | 962,545 | $15.4M | 0.02% | −26,577−2.7% | Reduced |
| Mudita Advisors LLP | 760,877 | $12.2M | 7.24% | 00.0% | Unchanged |
| ING Groep NV | 655,900 | $10.5M | 0.07% | +125,400+23.6% | Added |
| Bank of America Corp | 551,026 | $8.81M | 0.00% | +218,511+65.7% | Added |
| Epacria Capital Partners, LLC | 548,698 | $8.77M | 6.36% | 00.0% | Unchanged |
| Kempner Capital Management Inc. | 498,616 | $7.97M | 4.32% | 00.0% | Unchanged |
| Fayez Sarofim & Co | 490,740 | $7.84M | 0.02% | 00.0% | Unchanged |
| Raymond James & Associates | 451,443 | $7.21M | 0.00% | −11,514−2.5% | Reduced |
| Spirit of America Management Corp | 427,499 | $6.83M | 1.38% | −30,750−6.7% | Reduced |
| CIBC Private Wealth Group, LLC | 408,687 | $6.58M | 0.01% | −78,913−16.2% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 395,296 | $6.32M | 0.02% | −379−0.1% | Reduced |
| Concorde Financial Corp | 380,256 | $6.08M | 5.53% | +19,941+5.5% | Added |
| Nomura Holdings Inc | 353,100 | $5.64M | 0.05% | 00.0% | Unchanged |
| HighTower Advisors, LLC | 346,099 | $5.53M | 0.01% | −16,642−4.6% | Reduced |
| Clarus Group, Inc. | 334,996 | $5.35M | 3.75% | 00.0% | Unchanged |
| First Trust Advisors LP | 320,595 | $5.12M | 0.01% | −83,761−20.7% | Reduced |
| Clark Estates Inc | 200,000 | $3.20M | 0.53% | 00.0% | Unchanged |
| Orchard Capital Managment, LLC | 195,381 | $3.12M | 0.92% | +4,225+2.2% | Added |
| UBS Group AG | 194,975 | $3.12M | 0.00% | +74,981+62.5% | Added |
| Royal Bank of Canada | 184,879 | $2.95M | 0.00% | +533+0.3% | Added |
| Hill Investment Group Partners, LLC | 177,487 | $2.84M | 0.40% | 00.0% | Unchanged |
| Horizon Kinetics Asset Management LLC | 167,838 | $2.68M | 0.05% | 00.0% | Unchanged |
| LPL Financial LLC | 167,366 | $2.67M | 0.00% | −37,417−18.3% | Reduced |
| Prevail Innovative Wealth Advisors, LLC | 160,200 | $2.56M | 0.95% | +160,200 | New |
| Citadel Advisors LLC | 154,853 | $2.47M | 0.00% | −230,757−59.8% | Reduced |
| Stifel Financial Corp | 152,588 | $2.44M | 0.00% | −5,631−3.6% | Reduced |
| LB Partners LLC | 148,800 | $2.38M | 2.45% | −23,018−13.4% | Reduced |
| Board of Trustees of The Leland Stanford Junior University | 147,852 | $2.36M | 0.21% | 00.0% | Unchanged |
| Adviser Investments LLC | 139,011 | $2.22M | 0.03% | +249+0.2% | Added |
| Mraz, Amerine & Associates, Inc. | 130,818 | $2.09M | 0.40% | −2,325−1.7% | Reduced |
| McDaniel Terry & Co | 126,762 | $2.03M | 0.18% | −6,200−4.7% | Reduced |
| Macquarie Group Ltd | 124,827 | $2.00M | 0.00% | −5,733−4.4% | Reduced |
| Cresset Asset Management, LLC | 121,046 | $1.93M | 0.01% | +60,348+99.4% | Added |
| Anthracite Investment Company, Inc. | 108,104 | $1.73M | 0.87% | 00.0% | Unchanged |
| Caldwell Sutter Capital, Inc. | 107,300 | $1.71M | 0.83% | +1,600+1.5% | Added |
| GraniteShares Advisors LLC | 106,607 | $1.70M | 0.90% | +13,566+14.6% | Added |
| Schechter Investment Advisors, LLC | 100,922 | $1.61M | 0.12% | 00.0% | Unchanged |
| O'Brien Greene & Co. Inc | 100,000 | $1.60M | 0.53% | 00.0% | Unchanged |
| Mercer Global Advisors Inc | 97,463 | $1.56M | 0.00% | +1,566+1.6% | Added |
| Howard Financial Services, Ltd. | 91,340 | $1.46M | 0.25% | −5,877−6.0% | Reduced |
| Envestnet Asset Management Inc | 91,324 | $1.46M | 0.00% | −12,684−12.2% | Reduced |
| Savant Capital, LLC | 90,742 | $1.45M | 0.02% | 00.0% | Unchanged |
| Toroso Investments, LLC | 90,566 | $1.45M | 0.02% | +7,006+8.4% | Added |
| Invesco Ltd. | 90,212 | $1.44M | 0.00% | +29,612+48.9% | Added |
| Moors & Cabot, Inc. | 89,950 | $1.44M | 0.08% | +8,800+10.8% | Added |
| Eagle Global Advisors LLC | 89,122 | $1.42M | 0.08% | 00.0% | Unchanged |
| Custom Index Systems, LLC | 87,460 | $1.40M | 0.79% | −1,637−1.8% | Reduced |
| Advisor Group Holdings, Inc. | 84,782 | $1.35M | 0.00% | −68,766−44.8% | Reduced |
| Zions Bancorporation, N.A. | 82,533 | $1.32M | 0.10% | 00.0% | Unchanged |
| CoreCommodity Management, LLC | 82,525 | $1.32M | 0.47% | −17,785−17.7% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 81,552 | $1.30M | 0.00% | +3,165+4.0% | Added |
| Avenir Corp | 73,900 | $1.18M | 0.10% | 00.0% | Unchanged |
| Independent Advisor Alliance | 73,077 | $1.17M | 0.04% | −1,360−1.8% | Reduced |
| Bramshill Investments, LLC | 68,859 | $1.10M | 0.13% | −6,872−9.1% | Reduced |
| Sumitomo Mitsui Trust Holdings, Inc. | 68,000 | $1.09M | 0.00% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 67,427 | $1.08M | 0.02% | 00.0% | Unchanged |
| Franklin Resources Inc | 63,214 | $1.01M | 0.00% | +52,120+469.8% | Added |
| Jefferies Financial Group Inc. | 62,660 | $1.00M | 0.02% | +70+0.1% | Added |
| Gruss & Co., LLC | 60,611 | $968.6K | 5.35% | 00.0% | Unchanged |
| Texas Capital Bank Wealth Management Services Inc | 60,000 | $958.8K | 0.11% | +40,000+200.0% | Added |
| Welch & Forbes LLC | 58,966 | $942.3K | 0.01% | 00.0% | Unchanged |
| Beacon Pointe Advisors, LLC | 58,669 | $937.5K | 0.01% | 00.0% | Unchanged |
| CI Private Wealth, LLC | 56,993 | $910.7K | 0.00% | +1,600+2.9% | Added |
| Sowell Financial Services LLC | 55,045 | $880.0K | 0.04% | −10,972−16.6% | Reduced |
| Clear Harbor Asset Management, LLC | 54,957 | $878.2K | 0.08% | −575−1.0% | Reduced |
| Ancora Advisors, LLC | 54,487 | $870.7K | 0.02% | −488−0.9% | Reduced |
| Truist Financial Corp | 50,468 | $806.5K | 0.00% | −33,875−40.2% | Reduced |
| Mariner, LLC | 50,212 | $802.4K | 0.00% | +120.0% | Added |
| Autumn Glory Partners, LLC | 46,600 | $744.7K | 0.36% | +2,000+4.5% | Added |
| Jump Financial, LLC | 44,117 | $705.0K | 0.02% | +12,717+40.5% | Added |
| Family Management Corp | 39,767 | $635.5K | 0.12% | 00.0% | Unchanged |
| Chase Investment Counsel Corp | 39,788 | $635.0K | 0.24% | 00.0% | Unchanged |
| Perigon Wealth Management, LLC | 38,307 | $612.1K | 0.02% | +100+0.3% | Added |
| Barclays PLC | 36,986 | $591.0K | 0.00% | +36,986 | New |
| Veracity Capital LLC | 36,670 | $586.0K | 0.23% | −12,606−25.6% | Reduced |
| Evergreen Capital Management LLC | 33,611 | $537.1K | 0.02% | 00.0% | Unchanged |
| Fort Sheridan Advisors LLC | 33,331 | $532.6K | 0.10% | +16,195+94.5% | Added |
| LongView Wealth Management | 33,005 | $527.4K | 0.21% | −730−2.2% | Reduced |
| Bartlett & Co. Wealth Management LLC | 32,746 | $523.3K | 0.01% | 00.0% | Unchanged |
| Bristlecone Advisors, LLC | 32,410 | $517.9K | 0.05% | 00.0% | Unchanged |
| Wells Fargo & Company | 31,908 | $509.9K | 0.00% | −3,052−8.7% | Reduced |
| Aristides Capital LLC | 31,735 | $507.1K | 0.21% | −10,000−24.0% | Reduced |
| Susquehanna International Group, LLP | 30,984 | $495.1K | 0.00% | −64,960−67.7% | Reduced |
| Triumph Capital Management | 29,636 | $476.8K | 0.19% | +29,636 | New |
| AlphaCore Capital LLC | 29,800 | $476.2K | 0.13% | 00.0% | Unchanged |
| Commonwealth Equity Services, LLC | 27,846 | $445.0K | 0.00% | −2,114−7.1% | Reduced |
| MAS Advisors LLC | 27,673 | $442.2K | 0.51% | +10,014+56.7% | Added |
| Avidian Wealth Solutions, LLC | 27,500 | $439.4K | 0.02% | +27,500 | New |
| Doliver Advisors, LP | 27,319 | $436.6K | 0.12% | −160−0.6% | Reduced |
| BancorpSouth Bank | 26,350 | $421.1K | 0.03% | +784+3.1% | Added |
| US Bancorp | 22,450 | $358.8K | 0.00% | 00.0% | Unchanged |
| IHT Wealth Management, LLC | 21,283 | $340.1K | 0.01% | −452−2.1% | Reduced |
| Sunbelt Securities, Inc. | 21,090 | $337.0K | 0.04% | +81+0.4% | Added |
| Waterloo Capital, L.P. | 21,000 | $335.6K | 0.04% | 00.0% | Unchanged |
| Wealth Enhancement Advisory Services, LLC | 20,665 | $330.2K | 0.00% | −100−0.5% | Reduced |