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 |
|---|---|---|---|---|---|
| Icon Wealth Advisors, LLC | 20,454 | $326.9K | 0.03% | +2,003+10.9% | Added |
| F&V Capital Management, LLC | 20,200 | $323.0K | 0.10% | +1,900+10.4% | Added |
| Bokf, NA | 20,000 | $321.8K | 0.01% | 00.0% | Unchanged |
| Franklin Street Advisors Inc | 20,000 | $320.0K | 0.02% | 00.0% | Unchanged |
| Apollon Wealth Management, LLC | 19,230 | $307.3K | 0.01% | +357+1.9% | Added |
| Colonial River Wealth Management, LLC | 18,410 | $294.2K | 0.17% | +1,525+9.0% | Added |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 18,150 | $290.0K | 0.01% | +18,150 | New |
| Pekin Hardy Strauss, Inc. | 18,000 | $287.6K | 0.04% | 00.0% | Unchanged |
| Vident Advisory, LLC | 17,894 | $285.9K | 0.01% | +5,633+45.9% | Added |
| Flagship Harbor Advisors, LLC | 17,690 | $282.7K | 0.02% | +899+5.4% | Added |
| Diversified Trust Co | 16,787 | $268.3K | 0.01% | 00.0% | Unchanged |
| Cetera Investment Advisers | 16,268 | $260.0K | 0.00% | +16,268 | New |
| The PNC Financial Services Group, Inc. | 15,545 | $248.4K | 0.00% | −31,800−67.2% | Reduced |
| Ulland Investment Advisors, LLC | 14,700 | $235.0K | 0.19% | 00.0% | Unchanged |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 15,000 | $234.4K | 0.00% | 00.0% | Unchanged |
| Edge Capital Group, LLC | 14,310 | $228.7K | 0.01% | 00.0% | Unchanged |
| Cullen Investment Group, Ltd. | 13,839 | $228.2K | 0.04% | +415+3.1% | Added |
| ORG Partners LLC | 13,900 | $223.7K | 0.43% | +13,900 | New |
| Requisite Capital Management, LLC | 13,985 | $223.5K | 0.05% | −50−0.4% | Reduced |
| Annandale Capital, LLC | 13,635 | $218.0K | 0.05% | +1,011+8.0% | Added |
| Aft, Forsyth & Company, Inc. | 13,619 | $217.6K | 0.12% | +406+3.1% | Added |
| Bahl & Gaynor Inc | 13,500 | $215.7K | 0.00% | 00.0% | Unchanged |
| Holderness Investments Co | 13,450 | $214.9K | 0.05% | 00.0% | Unchanged |
| Hilltop Holdings Inc. | 13,100 | $209.3K | 0.02% | 00.0% | Unchanged |
| Guardian Wealth Management, Inc. | 12,568 | $200.8K | 0.15% | +52+0.4% | Added |
| Eagle Harbor Asset Management Inc | 12,215 | $195.2K | 0.21% | −2,137−14.9% | Reduced |
| BCS Wealth Management | 12,000 | $192.0K | 0.06% | +357+3.1% | Added |
| Creative Planning | 12,001 | $191.8K | 0.00% | −1,178−8.9% | Reduced |
| 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 |
| Halpern Financial, Inc. | 11,500 | $191.1K | 0.06% | 00.0% | Unchanged |
| Kovack Advisors, Inc. | 11,525 | $184.2K | 0.02% | −1,500−11.5% | Reduced |
| U.S. Capital Wealth Advisors, LLC | 11,308 | $180.7K | 0.01% | +169+1.5% | Added |
| Hilltop National Bank | 11,100 | $177.4K | 0.06% | +11,100 | New |
| Linscomb & Williams, Inc. | 11,000 | $175.8K | 0.01% | 00.0% | Unchanged |
| Virtus ETF Advisers LLC | 10,727 | $171.4K | 0.09% | +10,727 | New |
| Goldman Sachs Group Inc | 10,268 | $164.1K | 0.00% | −5,947−36.7% | Reduced |
| Harbour Investments, Inc. | 10,240 | $163.6K | 0.01% | −227−2.2% | Reduced |
| Ieq Capital, LLC | 10,000 | $159.8K | 0.00% | +10,000 | New |
| Steward Partners Investment Advisory, LLC | 6,800 | $108.7K | 0.00% | +6,800 | New |
| TCTC Holdings, LLC | 6,666 | $106.5K | 0.00% | 00.0% | Unchanged |
| SG Americas Securities, LLC | 6,387 | $102.0K | 0.00% | +6,387 | New |
| Global Retirement Partners, LLC | 6,366 | $101.7K | 0.00% | −1,995−23.9% | Reduced |
| Arlington Trust Co LLC | 6,250 | $99.9K | 0.03% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 6,080 | $97.2K | 0.00% | 00.0% | Unchanged |
| Vaughan Nelson Investment Management, L.P. | 5,600 | $89.0K | 0.00% | 00.0% | Unchanged |
| First Eagle Investment Management, LLC | 5,360 | $85.7K | 0.00% | −1,047−16.3% | Reduced |
| State of Wyoming | 5,104 | $81.6K | 0.01% | −7,615−59.9% | Reduced |
| Venturi Wealth Management, LLC | 2,600 | $41.5K | 0.00% | +600+30.0% | Added |
| CWM, LLC | 2,592 | $41.0K | 0.00% | +492+23.4% | Added |
| Lummis Asset Management, LP | 2,415 | $38.6K | 0.05% | −335,103−99.3% | Reduced |
| Newbridge Financial Services Group, Inc. | 2,036 | $32.5K | 0.01% | −1,000−32.9% | Reduced |
| 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 |
| Bogart Wealth, LLC | 1,623 | $25.9K | 0.00% | +1,623 | New |
| Northwestern Mutual Wealth Management Co | 1,413 | $22.6K | 0.00% | +1,413 | New |
| ICA Group Wealth Management, LLC | 1,277 | $20.4K | 0.00% | 00.0% | Unchanged |
| 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 |
| CoreCap Advisors, LLC | 909 | $14.5K | 0.00% | +909 | New |
| Simplex Trading, LLC | 935 | $14.0K | 0.00% | −20,932−95.7% | Reduced |
| Aspire Private Capital, LLC | 782 | $12.5K | 0.00% | +41+5.5% | Added |
| Cypress Capital Management LLC (WY) | 600 | $9.59K | 0.01% | 00.0% | Unchanged |
| Caitlin John, LLC | 503 | $8.04K | 0.01% | +503 | New |
| 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 |
| Signaturefd, LLC | 400 | $6.39K | 0.00% | 00.0% | Unchanged |
| Cutler Group LP | 399 | $6.00K | 0.00% | −243−37.9% | Reduced |
| Parallel Advisors, LLC | 337 | $5.38K | 0.00% | +10+3.1% | Added |
| Spire Wealth Management | 304 | $4.86K | 0.00% | +2+0.7% | 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 |
| Tower Research Capital LLC (TRC) | 193 | $3.08K | 0.00% | +161+503.1% | Added |
| BNP Paribas Arbitrage, SA | 175 | $2.80K | 0.00% | +175 | New |
| Stone House Investment Management, LLC | 142 | $2.27K | 0.00% | +67+89.3% | Added |
| Perritt Capital Management Inc | 138 | $2.21K | 0.00% | +4+3.0% | Added |
| Farther Finance Advisors, LLC | 125 | $2.01K | 0.00% | 00.0% | Unchanged |
| Impact Partnership Wealth, LLC | 118 | $1.88K | 0.00% | +1+0.9% | Added |
| Clearstead Advisors, LLC | 92 | $1.45K | 0.00% | −3,245−97.2% | Reduced |
| Mather Group, LLC. | 90 | $1.44K | 0.00% | +90 | New |
| FMR LLC | 1 | $16 | 0.00% | −1−50.0% | Reduced |
| 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 |