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 |
|---|---|---|---|---|---|
| FMR LLC | 1 | $16 | 0.00% | −1−50.0% | Reduced |
| Mather Group, LLC. | 90 | $1.44K | 0.00% | +90 | New |
| Clearstead Advisors, LLC | 92 | $1.45K | 0.00% | −3,245−97.2% | Reduced |
| Impact Partnership Wealth, LLC | 118 | $1.88K | 0.00% | +1+0.9% | Added |
| Farther Finance Advisors, LLC | 125 | $2.01K | 0.00% | 00.0% | Unchanged |
| Perritt Capital Management Inc | 138 | $2.21K | 0.00% | +4+3.0% | Added |
| Stone House Investment Management, LLC | 142 | $2.27K | 0.00% | +67+89.3% | Added |
| BNP Paribas Arbitrage, SA | 175 | $2.80K | 0.00% | +175 | New |
| Tower Research Capital LLC (TRC) | 193 | $3.08K | 0.00% | +161+503.1% | Added |
| First Manhattan Co | 300 | $4.79K | 0.00% | 00.0% | Unchanged |
| Stephens Consulting, LLC | 300 | $4.79K | 0.00% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 300 | $4.79K | 0.00% | +300 | New |
| Spire Wealth Management | 304 | $4.86K | 0.00% | +2+0.7% | Added |
| Parallel Advisors, LLC | 337 | $5.38K | 0.00% | +10+3.1% | Added |
| Cutler Group LP | 399 | $6.00K | 0.00% | −243−37.9% | Reduced |
| Signaturefd, LLC | 400 | $6.39K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 500 | $7.99K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 500 | $7.99K | 0.00% | 00.0% | Unchanged |
| Annis Gardner Whiting Capital Advisors, LLC | 500 | $7.99K | 0.00% | 00.0% | Unchanged |
| Caitlin John, LLC | 503 | $8.04K | 0.01% | +503 | New |
| Cypress Capital Management LLC (WY) | 600 | $9.59K | 0.01% | 00.0% | Unchanged |
| Aspire Private Capital, LLC | 782 | $12.5K | 0.00% | +41+5.5% | Added |
| Simplex Trading, LLC | 935 | $14.0K | 0.00% | −20,932−95.7% | Reduced |
| CoreCap Advisors, LLC | 909 | $14.5K | 0.00% | +909 | New |
| Grove Bank & Trust | 1,000 | $16.0K | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 1,000 | $16.0K | 0.01% | 00.0% | Unchanged |
| ICA Group Wealth Management, LLC | 1,277 | $20.4K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 1,413 | $22.6K | 0.00% | +1,413 | New |
| Bogart Wealth, LLC | 1,623 | $25.9K | 0.00% | +1,623 | New |
| HBC Financial Services, PLLC | 2,000 | $31.0K | 0.02% | 00.0% | Unchanged |
| NBC Securities, Inc. | 1,928 | $31.0K | 0.00% | +28+1.5% | Added |
| Newbridge Financial Services Group, Inc. | 2,036 | $32.5K | 0.01% | −1,000−32.9% | Reduced |
| Lummis Asset Management, LP | 2,415 | $38.6K | 0.05% | −335,103−99.3% | Reduced |
| CWM, LLC | 2,592 | $41.0K | 0.00% | +492+23.4% | Added |
| Venturi Wealth Management, LLC | 2,600 | $41.5K | 0.00% | +600+30.0% | Added |
| State of Wyoming | 5,104 | $81.6K | 0.01% | −7,615−59.9% | Reduced |
| First Eagle Investment Management, LLC | 5,360 | $85.7K | 0.00% | −1,047−16.3% | Reduced |
| Vaughan Nelson Investment Management, L.P. | 5,600 | $89.0K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 6,080 | $97.2K | 0.00% | 00.0% | Unchanged |
| Arlington Trust Co LLC | 6,250 | $99.9K | 0.03% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 6,366 | $101.7K | 0.00% | −1,995−23.9% | Reduced |
| SG Americas Securities, LLC | 6,387 | $102.0K | 0.00% | +6,387 | New |
| TCTC Holdings, LLC | 6,666 | $106.5K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 6,800 | $108.7K | 0.00% | +6,800 | New |
| Ieq Capital, LLC | 10,000 | $159.8K | 0.00% | +10,000 | New |
| Harbour Investments, Inc. | 10,240 | $163.6K | 0.01% | −227−2.2% | Reduced |
| Goldman Sachs Group Inc | 10,268 | $164.1K | 0.00% | −5,947−36.7% | Reduced |
| Virtus ETF Advisers LLC | 10,727 | $171.4K | 0.09% | +10,727 | New |
| Linscomb & Williams, Inc. | 11,000 | $175.8K | 0.01% | 00.0% | Unchanged |
| Hilltop National Bank | 11,100 | $177.4K | 0.06% | +11,100 | New |
| U.S. Capital Wealth Advisors, LLC | 11,308 | $180.7K | 0.01% | +169+1.5% | Added |
| Kovack Advisors, Inc. | 11,525 | $184.2K | 0.02% | −1,500−11.5% | Reduced |
| Halpern Financial, Inc. | 11,500 | $191.1K | 0.06% | 00.0% | Unchanged |
| Baker Ellis Asset Management LLC | 12,000 | $191.8K | 0.03% | −1,000−7.7% | Reduced |
| Citigroup Inc | 12,000 | $191.8K | 0.00% | +12,000 | New |
| Creative Planning | 12,001 | $191.8K | 0.00% | −1,178−8.9% | Reduced |
| BCS Wealth Management | 12,000 | $192.0K | 0.06% | +357+3.1% | Added |
| Eagle Harbor Asset Management Inc | 12,215 | $195.2K | 0.21% | −2,137−14.9% | Reduced |
| Guardian Wealth Management, Inc. | 12,568 | $200.8K | 0.15% | +52+0.4% | Added |
| Hilltop Holdings Inc. | 13,100 | $209.3K | 0.02% | 00.0% | Unchanged |
| Holderness Investments Co | 13,450 | $214.9K | 0.05% | 00.0% | Unchanged |
| Bahl & Gaynor Inc | 13,500 | $215.7K | 0.00% | 00.0% | Unchanged |
| Aft, Forsyth & Company, Inc. | 13,619 | $217.6K | 0.12% | +406+3.1% | Added |
| Annandale Capital, LLC | 13,635 | $218.0K | 0.05% | +1,011+8.0% | Added |
| Requisite Capital Management, LLC | 13,985 | $223.5K | 0.05% | −50−0.4% | Reduced |
| ORG Partners LLC | 13,900 | $223.7K | 0.43% | +13,900 | New |
| Cullen Investment Group, Ltd. | 13,839 | $228.2K | 0.04% | +415+3.1% | Added |
| Edge Capital Group, LLC | 14,310 | $228.7K | 0.01% | 00.0% | Unchanged |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 15,000 | $234.4K | 0.00% | 00.0% | Unchanged |
| Ulland Investment Advisors, LLC | 14,700 | $235.0K | 0.19% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 15,545 | $248.4K | 0.00% | −31,800−67.2% | Reduced |
| Cetera Investment Advisers | 16,268 | $260.0K | 0.00% | +16,268 | New |
| Diversified Trust Co | 16,787 | $268.3K | 0.01% | 00.0% | Unchanged |
| Flagship Harbor Advisors, LLC | 17,690 | $282.7K | 0.02% | +899+5.4% | Added |
| Vident Advisory, LLC | 17,894 | $285.9K | 0.01% | +5,633+45.9% | Added |
| Pekin Hardy Strauss, Inc. | 18,000 | $287.6K | 0.04% | 00.0% | Unchanged |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 18,150 | $290.0K | 0.01% | +18,150 | New |
| Colonial River Wealth Management, LLC | 18,410 | $294.2K | 0.17% | +1,525+9.0% | Added |
| Apollon Wealth Management, LLC | 19,230 | $307.3K | 0.01% | +357+1.9% | Added |
| Franklin Street Advisors Inc | 20,000 | $320.0K | 0.02% | 00.0% | Unchanged |
| Bokf, NA | 20,000 | $321.8K | 0.01% | 00.0% | Unchanged |
| F&V Capital Management, LLC | 20,200 | $323.0K | 0.10% | +1,900+10.4% | Added |
| Icon Wealth Advisors, LLC | 20,454 | $326.9K | 0.03% | +2,003+10.9% | Added |
| Wealth Enhancement Advisory Services, LLC | 20,665 | $330.2K | 0.00% | −100−0.5% | Reduced |
| Waterloo Capital, L.P. | 21,000 | $335.6K | 0.04% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 21,090 | $337.0K | 0.04% | +81+0.4% | Added |
| IHT Wealth Management, LLC | 21,283 | $340.1K | 0.01% | −452−2.1% | Reduced |
| US Bancorp | 22,450 | $358.8K | 0.00% | 00.0% | Unchanged |
| BancorpSouth Bank | 26,350 | $421.1K | 0.03% | +784+3.1% | Added |
| Doliver Advisors, LP | 27,319 | $436.6K | 0.12% | −160−0.6% | Reduced |
| Avidian Wealth Solutions, LLC | 27,500 | $439.4K | 0.02% | +27,500 | New |
| MAS Advisors LLC | 27,673 | $442.2K | 0.51% | +10,014+56.7% | Added |
| Commonwealth Equity Services, LLC | 27,846 | $445.0K | 0.00% | −2,114−7.1% | Reduced |
| AlphaCore Capital LLC | 29,800 | $476.2K | 0.13% | 00.0% | Unchanged |
| Triumph Capital Management | 29,636 | $476.8K | 0.19% | +29,636 | New |
| Susquehanna International Group, LLP | 30,984 | $495.1K | 0.00% | −64,960−67.7% | Reduced |
| Aristides Capital LLC | 31,735 | $507.1K | 0.21% | −10,000−24.0% | Reduced |
| Wells Fargo & Company | 31,908 | $509.9K | 0.00% | −3,052−8.7% | Reduced |
| Bristlecone Advisors, LLC | 32,410 | $517.9K | 0.05% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 32,746 | $523.3K | 0.01% | 00.0% | Unchanged |