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 |
|---|---|---|---|---|---|
| LongView Wealth Management | 33,005 | $527.4K | 0.21% | −730−2.2% | Reduced |
| Fort Sheridan Advisors LLC | 33,331 | $532.6K | 0.10% | +16,195+94.5% | Added |
| Evergreen Capital Management LLC | 33,611 | $537.1K | 0.02% | 00.0% | Unchanged |
| Veracity Capital LLC | 36,670 | $586.0K | 0.23% | −12,606−25.6% | Reduced |
| Barclays PLC | 36,986 | $591.0K | 0.00% | +36,986 | New |
| Perigon Wealth Management, LLC | 38,307 | $612.1K | 0.02% | +100+0.3% | Added |
| Chase Investment Counsel Corp | 39,788 | $635.0K | 0.24% | 00.0% | Unchanged |
| Family Management Corp | 39,767 | $635.5K | 0.12% | 00.0% | Unchanged |
| Jump Financial, LLC | 44,117 | $705.0K | 0.02% | +12,717+40.5% | Added |
| Autumn Glory Partners, LLC | 46,600 | $744.7K | 0.36% | +2,000+4.5% | Added |
| Mariner, LLC | 50,212 | $802.4K | 0.00% | +120.0% | Added |
| Truist Financial Corp | 50,468 | $806.5K | 0.00% | −33,875−40.2% | Reduced |
| Ancora Advisors, LLC | 54,487 | $870.7K | 0.02% | −488−0.9% | Reduced |
| Clear Harbor Asset Management, LLC | 54,957 | $878.2K | 0.08% | −575−1.0% | Reduced |
| Sowell Financial Services LLC | 55,045 | $880.0K | 0.04% | −10,972−16.6% | Reduced |
| CI Private Wealth, LLC | 56,993 | $910.7K | 0.00% | +1,600+2.9% | Added |
| Beacon Pointe Advisors, LLC | 58,669 | $937.5K | 0.01% | 00.0% | Unchanged |
| Welch & Forbes LLC | 58,966 | $942.3K | 0.01% | 00.0% | Unchanged |
| Texas Capital Bank Wealth Management Services Inc | 60,000 | $958.8K | 0.11% | +40,000+200.0% | Added |
| Gruss & Co., LLC | 60,611 | $968.6K | 5.35% | 00.0% | Unchanged |
| Jefferies Financial Group Inc. | 62,660 | $1.00M | 0.02% | +70+0.1% | Added |
| Franklin Resources Inc | 63,214 | $1.01M | 0.00% | +52,120+469.8% | Added |
| Cullen/Frost Bankers, Inc. | 67,427 | $1.08M | 0.02% | 00.0% | Unchanged |
| Sumitomo Mitsui Trust Holdings, Inc. | 68,000 | $1.09M | 0.00% | 00.0% | Unchanged |
| Bramshill Investments, LLC | 68,859 | $1.10M | 0.13% | −6,872−9.1% | Reduced |
| Independent Advisor Alliance | 73,077 | $1.17M | 0.04% | −1,360−1.8% | Reduced |
| Avenir Corp | 73,900 | $1.18M | 0.10% | 00.0% | Unchanged |
| Raymond James Financial Services Advisors, Inc. | 81,552 | $1.30M | 0.00% | +3,165+4.0% | Added |
| CoreCommodity Management, LLC | 82,525 | $1.32M | 0.47% | −17,785−17.7% | Reduced |
| Zions Bancorporation, N.A. | 82,533 | $1.32M | 0.10% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 84,782 | $1.35M | 0.00% | −68,766−44.8% | Reduced |
| Custom Index Systems, LLC | 87,460 | $1.40M | 0.79% | −1,637−1.8% | Reduced |
| Eagle Global Advisors LLC | 89,122 | $1.42M | 0.08% | 00.0% | Unchanged |
| Moors & Cabot, Inc. | 89,950 | $1.44M | 0.08% | +8,800+10.8% | Added |
| Invesco Ltd. | 90,212 | $1.44M | 0.00% | +29,612+48.9% | Added |
| Toroso Investments, LLC | 90,566 | $1.45M | 0.02% | +7,006+8.4% | Added |
| Savant Capital, LLC | 90,742 | $1.45M | 0.02% | 00.0% | Unchanged |
| Envestnet Asset Management Inc | 91,324 | $1.46M | 0.00% | −12,684−12.2% | Reduced |
| Howard Financial Services, Ltd. | 91,340 | $1.46M | 0.25% | −5,877−6.0% | Reduced |
| Mercer Global Advisors Inc | 97,463 | $1.56M | 0.00% | +1,566+1.6% | Added |
| O'Brien Greene & Co. Inc | 100,000 | $1.60M | 0.53% | 00.0% | Unchanged |
| Schechter Investment Advisors, LLC | 100,922 | $1.61M | 0.12% | 00.0% | Unchanged |
| GraniteShares Advisors LLC | 106,607 | $1.70M | 0.90% | +13,566+14.6% | Added |
| Caldwell Sutter Capital, Inc. | 107,300 | $1.71M | 0.83% | +1,600+1.5% | Added |
| Anthracite Investment Company, Inc. | 108,104 | $1.73M | 0.87% | 00.0% | Unchanged |
| Cresset Asset Management, LLC | 121,046 | $1.93M | 0.01% | +60,348+99.4% | Added |
| Macquarie Group Ltd | 124,827 | $2.00M | 0.00% | −5,733−4.4% | Reduced |
| McDaniel Terry & Co | 126,762 | $2.03M | 0.18% | −6,200−4.7% | Reduced |
| Mraz, Amerine & Associates, Inc. | 130,818 | $2.09M | 0.40% | −2,325−1.7% | Reduced |
| Adviser Investments LLC | 139,011 | $2.22M | 0.03% | +249+0.2% | Added |
| Board of Trustees of The Leland Stanford Junior University | 147,852 | $2.36M | 0.21% | 00.0% | Unchanged |
| LB Partners LLC | 148,800 | $2.38M | 2.45% | −23,018−13.4% | Reduced |
| Stifel Financial Corp | 152,588 | $2.44M | 0.00% | −5,631−3.6% | Reduced |
| Citadel Advisors LLC | 154,853 | $2.47M | 0.00% | −230,757−59.8% | Reduced |
| Prevail Innovative Wealth Advisors, LLC | 160,200 | $2.56M | 0.95% | +160,200 | New |
| LPL Financial LLC | 167,366 | $2.67M | 0.00% | −37,417−18.3% | Reduced |
| Horizon Kinetics Asset Management LLC | 167,838 | $2.68M | 0.05% | 00.0% | Unchanged |
| Hill Investment Group Partners, LLC | 177,487 | $2.84M | 0.40% | 00.0% | Unchanged |
| Royal Bank of Canada | 184,879 | $2.95M | 0.00% | +533+0.3% | Added |
| UBS Group AG | 194,975 | $3.12M | 0.00% | +74,981+62.5% | Added |
| Orchard Capital Managment, LLC | 195,381 | $3.12M | 0.92% | +4,225+2.2% | Added |
| Clark Estates Inc | 200,000 | $3.20M | 0.53% | 00.0% | Unchanged |
| First Trust Advisors LP | 320,595 | $5.12M | 0.01% | −83,761−20.7% | Reduced |
| Clarus Group, Inc. | 334,996 | $5.35M | 3.75% | 00.0% | Unchanged |
| HighTower Advisors, LLC | 346,099 | $5.53M | 0.01% | −16,642−4.6% | Reduced |
| Nomura Holdings Inc | 353,100 | $5.64M | 0.05% | 00.0% | Unchanged |
| Concorde Financial Corp | 380,256 | $6.08M | 5.53% | +19,941+5.5% | Added |
| Cambridge Investment Research Advisors, Inc. | 395,296 | $6.32M | 0.02% | −379−0.1% | Reduced |
| CIBC Private Wealth Group, LLC | 408,687 | $6.58M | 0.01% | −78,913−16.2% | Reduced |
| Spirit of America Management Corp | 427,499 | $6.83M | 1.38% | −30,750−6.7% | Reduced |
| Raymond James & Associates | 451,443 | $7.21M | 0.00% | −11,514−2.5% | Reduced |
| Fayez Sarofim & Co | 490,740 | $7.84M | 0.02% | 00.0% | Unchanged |
| Kempner Capital Management Inc. | 498,616 | $7.97M | 4.32% | 00.0% | Unchanged |
| Epacria Capital Partners, LLC | 548,698 | $8.77M | 6.36% | 00.0% | Unchanged |
| Bank of America Corp | 551,026 | $8.81M | 0.00% | +218,511+65.7% | Added |
| ING Groep NV | 655,900 | $10.5M | 0.07% | +125,400+23.6% | Added |
| Mudita Advisors LLP | 760,877 | $12.2M | 7.24% | 00.0% | Unchanged |
| Brown Advisory Inc | 962,545 | $15.4M | 0.02% | −26,577−2.7% | Reduced |
| Investment Management Associates Inc | 1,239,299 | $19.8M | 6.84% | +17,910+1.5% | Added |
| Penn Davis McFarland Inc | 1,356,321 | $21.7M | 3.36% | −119,236−8.1% | Reduced |
| Natixis | 1,864,500 | $29.8M | 0.17% | 00.0% | Unchanged |
| Morgan Stanley | 4,674,028 | $74.7M | 0.01% | +487,923+11.7% | Added |
| William Marsh Rice University | 5,663,476 | $90.5M | 100.00% | 00.0% | Unchanged |
| Perella Weinberg Partners Capital Management LP | 179 | – | – | −5−2.7% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 0 | $0 | 0.00% | −367,741−100.0% | Sold out |
| Pine Valley Investments Ltd Liability Co | 0 | $0 | 0.00% | −173,956−100.0% | Sold out |
| Jane Street Group, LLC | 0 | $0 | 0.00% | −122,047−100.0% | Sold out |
| HRT Financial LP | 0 | $0 | 0.00% | −56,610−100.0% | Sold out |
| Captrust Financial Advisors | 0 | $0 | 0.00% | −50,948−100.0% | Sold out |
| U S Global Investors Inc | 0 | $0 | 0.00% | −50,000−100.0% | Sold out |
| Navellier & Associates Inc | 0 | $0 | 0.00% | −37,920−100.0% | Sold out |
| Cetera Advisor Networks LLC | 0 | $0 | 0.00% | −31,412−100.0% | Sold out |
| Verdad Advisers, LP | 0 | $0 | 0.00% | −23,400−100.0% | Sold out |
| Gsa Capital Partners LLP | 0 | $0 | 0.00% | −20,783−100.0% | Sold out |
| Wealth Alliance Advisory Group, LLC | 0 | $0 | 0.00% | −19,352−100.0% | Sold out |
| Granite Bay Wealth Management, LLC | 0 | $0 | 0.00% | −17,818−100.0% | Sold out |
| Alps Advisors Inc | 0 | $0 | 0.00% | −18,212−100.0% | Sold out |
| XTX Topco Ltd | 0 | $0 | 0.00% | −17,795−100.0% | Sold out |
| Virtu Financial LLC | 0 | $0 | 0.00% | −17,620−100.0% | Sold out |
| Advisory Services Network, LLC | 0 | $0 | 0.00% | −16,635−100.0% | Sold out |