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, Q2 2024
Institutional positions in Black Stone Minerals, L.P. as of Jun 30, 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
- 187
- +5 vs. Q1 2024
- Shares held
- 31.5M
- +1.91M (+6.5%) vs. Q1 2024
- Total value
- $493.3M
- +$20.6M (+4.4%) vs. Q1 2024
- New holders
- 22
- 63 more added
- Sold out
- 17
- 40 more reduced
2 institutions that held it in Q1 2024 haven't filed for Q2 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2024: 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, Q2 2024
Shares, value and share of portfolio for each institution holding Black Stone Minerals, L.P.; share changes are against Q1 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Bristlecone Advisors, LLC | 32,410 | $507.9K | 0.04% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 32,746 | $513.1K | 0.01% | 00.0% | Unchanged |
| Commonwealth Equity Services, LLC | 33,915 | $531.0K | 0.00% | +6,069+21.8% | Added |
| Perigon Wealth Management, LLC | 38,312 | $600.3K | 0.02% | +50.0% | Added |
| Chase Investment Counsel Corp | 39,788 | $623.0K | 0.22% | 00.0% | Unchanged |
| Family Management Corp | 39,767 | $623.1K | 0.11% | 00.0% | Unchanged |
| AlphaCore Capital LLC | 43,550 | $682.4K | 0.16% | +13,750+46.1% | Added |
| Autumn Glory Partners, LLC | 46,600 | $730.2K | 0.37% | 00.0% | Unchanged |
| Beacon Pointe Advisors, LLC | 46,734 | $732.3K | 0.01% | −11,935−20.3% | Reduced |
| Truist Financial Corp | 49,468 | $775.2K | 0.00% | −1,000−2.0% | Reduced |
| Advisor Group Holdings, Inc. | 51,045 | $799.8K | 0.00% | −33,737−39.8% | Reduced |
| Mariner, LLC | 52,037 | $815.4K | 0.00% | +1,825+3.6% | Added |
| Wells Fargo & Company | 53,608 | $840.0K | 0.00% | +21,700+68.0% | Added |
| Ancora Advisors, LLC | 53,996 | $846.1K | 0.02% | −491−0.9% | Reduced |
| Evergreen Capital Management LLC | 54,156 | $848.6K | 0.03% | +20,545+61.1% | Added |
| Clear Harbor Asset Management, LLC | 54,957 | $861.2K | 0.07% | 00.0% | Unchanged |
| Sowell Financial Services LLC | 55,375 | $868.0K | 0.04% | +330+0.6% | Added |
| CI Private Wealth, LLC | 57,017 | $893.5K | 0.00% | +240.0% | Added |
| Fort Sheridan Advisors LLC | 57,471 | $900.6K | 0.15% | +24,140+72.4% | Added |
| Welch & Forbes LLC | 58,966 | $917.5K | 0.01% | 00.0% | Unchanged |
| Gruss & Co., LLC | 60,611 | $949.8K | 5.15% | 00.0% | Unchanged |
| Jefferies Financial Group Inc. | 62,400 | $977.8K | 0.02% | −260−0.4% | Reduced |
| Envestnet Asset Management Inc | 64,771 | $1.01M | 0.00% | −26,553−29.1% | Reduced |
| Cullen/Frost Bankers, Inc. | 67,427 | $1.06M | 0.02% | 00.0% | Unchanged |
| Bramshill Investments, LLC | 67,644 | $1.06M | 0.12% | −1,215−1.8% | Reduced |
| Sumitomo Mitsui Trust Holdings, Inc. | 68,000 | $1.07M | 0.00% | 00.0% | Unchanged |
| Invesco Ltd. | 68,692 | $1.08M | 0.00% | −21,520−23.9% | Reduced |
| Independent Advisor Alliance | 73,077 | $1.15M | 0.04% | 00.0% | Unchanged |
| Avenir Corp | 73,900 | $1.16M | 0.11% | 00.0% | Unchanged |
| Franklin Resources Inc | 75,050 | $1.18M | 0.00% | +11,836+18.7% | Added |
| Barclays PLC | 76,286 | $1.20M | 0.00% | +39,300+106.3% | Added |
| Icon Wealth Advisors, LLC | 82,964 | $1.25M | 0.11% | +62,510+305.6% | Added |
| Raymond James Financial Services Advisors, Inc. | 81,467 | $1.28M | 0.00% | −85−0.1% | Reduced |
| Zions Bancorporation, N.A. | 82,533 | $1.29M | 0.10% | 00.0% | Unchanged |
| CoreCommodity Management, LLC | 82,704 | $1.30M | 0.50% | +179+0.2% | Added |
| Custom Index Systems, LLC | 87,787 | $1.38M | 0.79% | +327+0.4% | Added |
| Moors & Cabot, Inc. | 90,450 | $1.42M | 0.08% | +500+0.6% | Added |
| Caldwell Sutter Capital, Inc. | 90,700 | $1.42M | 0.70% | −16,600−15.5% | Reduced |
| Savant Capital, LLC | 90,742 | $1.42M | 0.01% | 00.0% | Unchanged |
| Howard Financial Services, Ltd. | 91,436 | $1.43M | 0.23% | +96+0.1% | Added |
| Eagle Global Advisors LLC | 92,622 | $1.45M | 0.08% | +3,500+3.9% | Added |
| Mercer Global Advisors Inc | 98,135 | $1.54M | 0.00% | +672+0.7% | Added |
| Toroso Investments, LLC | 98,570 | $1.54M | 0.02% | +8,004+8.8% | Added |
| Cresset Asset Management, LLC | 99,396 | $1.56M | 0.01% | −21,650−17.9% | Reduced |
| O'Brien Greene & Co. Inc | 100,000 | $1.57M | 0.50% | 00.0% | Unchanged |
| Gratus Capital LLC | 105,480 | $1.65M | 0.07% | +105,480 | New |
| Anthracite Investment Company, Inc. | 108,104 | $1.69M | 0.90% | 00.0% | Unchanged |
| LB Partners LLC | 119,000 | $1.86M | 1.55% | −29,800−20.0% | Reduced |
| GraniteShares Advisors LLC | 121,795 | $1.91M | 0.64% | +15,188+14.2% | Added |
| Mraz, Amerine & Associates, Inc. | 125,845 | $1.97M | 0.41% | −4,973−3.8% | Reduced |
| McDaniel Terry & Co | 126,762 | $1.99M | 0.17% | 00.0% | Unchanged |
| HRT Financial LP | 131,179 | $2.06M | 0.01% | +131,179 | New |
| Adviser Investments LLC | 139,011 | $2.18M | 0.03% | 00.0% | Unchanged |
| Jane Street Group, LLC | 142,530 | $2.23M | 0.00% | +142,530 | New |
| Board of Trustees of The Leland Stanford Junior University | 147,852 | $2.32M | 0.16% | 00.0% | Unchanged |
| Stifel Financial Corp | 158,539 | $2.48M | 0.00% | +5,951+3.9% | Added |
| LPL Financial LLC | 164,694 | $2.58M | 0.00% | −2,672−1.6% | Reduced |
| Horizon Kinetics Asset Management LLC | 166,138 | $2.60M | 0.05% | −1,700−1.0% | Reduced |
| Hill Investment Group Partners, LLC | 177,487 | $2.75M | 0.37% | 00.0% | Unchanged |
| Royal Bank of Canada | 186,196 | $2.92M | 0.00% | +1,317+0.7% | Added |
| Orchard Capital Managment, LLC | 191,156 | $3.00M | 0.90% | −4,225−2.2% | Reduced |
| Clark Estates Inc | 194,225 | $3.04M | 0.57% | −5,775−2.9% | Reduced |
| Prevail Innovative Wealth Advisors, LLC | 201,336 | $3.15M | 1.12% | +41,136+25.7% | Added |
| UBS Group AG | 222,430 | $3.49M | 0.00% | +27,455+14.1% | Added |
| CIBC Private Wealth Group, LLC | 223,990 | $3.49M | 0.01% | −184,697−45.2% | Reduced |
| First Trust Advisors LP | 318,450 | $4.99M | 0.01% | −2,145−0.7% | Reduced |
| Raymond James & Associates | 327,723 | $5.14M | 0.00% | −123,720−27.4% | Reduced |
| Clarus Group, Inc. | 334,996 | $5.25M | 2.32% | 00.0% | Unchanged |
| Spirit of America Management Corp | 380,499 | $5.96M | 1.21% | −47,000−11.0% | Reduced |
| Concorde Financial Corp | 386,418 | $6.06M | 3.98% | +6,162+1.6% | Added |
| Cambridge Investment Research Advisors, Inc. | 391,070 | $6.13M | 0.02% | −4,226−1.1% | Reduced |
| HighTower Advisors, LLC | 397,930 | $6.24M | 0.01% | +51,831+15.0% | Added |
| Citigroup Inc | 460,450 | $7.22M | 0.01% | +448,450+3,737.1% | Added |
| Fayez Sarofim & Co | 490,740 | $7.69M | 0.02% | 00.0% | Unchanged |
| Kempner Capital Management Inc. | 498,616 | $7.81M | 4.14% | 00.0% | Unchanged |
| Epacria Capital Partners, LLC | 548,698 | $8.60M | 6.30% | 00.0% | Unchanged |
| Nomura Holdings Inc | 555,000 | $8.70M | 0.06% | +201,900+57.2% | Added |
| ING Groep NV | 616,600 | $9.66M | 0.06% | −39,300−6.0% | Reduced |
| Mudita Advisors LLP | 760,877 | $11.9M | 6.10% | 00.0% | Unchanged |
| Brown Advisory Inc | 964,745 | $15.1M | 0.02% | +2,200+0.2% | Added |
| Investment Management Associates Inc | 1,231,446 | $19.3M | 6.64% | −7,853−0.6% | Reduced |
| Penn Davis McFarland Inc | 1,356,321 | $21.3M | 3.28% | 00.0% | Unchanged |
| Natixis | 1,864,500 | $29.2M | 0.18% | 00.0% | Unchanged |
| Bank of America Corp | 2,377,675 | $37.3M | 0.00% | +1,826,649+331.5% | Added |
| Morgan Stanley | 4,377,332 | $68.6M | 0.01% | −296,696−6.3% | Reduced |
| William Marsh Rice University | 5,663,476 | $88.7M | 99.34% | 00.0% | Unchanged |
| ARGI Investment Services, LLC | 175 | – | – | +175 | New |
| Macquarie Group Ltd | 0 | $0 | 0.00% | −124,827−100.0% | Sold out |
| Schechter Investment Advisors, LLC | 0 | $0 | 0.00% | −100,922−100.0% | Sold out |
| Jump Financial, LLC | 0 | $0 | 0.00% | −44,117−100.0% | Sold out |
| Veracity Capital LLC | 0 | $0 | 0.00% | −36,670−100.0% | Sold out |
| Susquehanna International Group, LLP | 0 | $0 | 0.00% | −30,984−100.0% | Sold out |
| Triumph Capital Management | 0 | $0 | 0.00% | −29,636−100.0% | Sold out |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 0 | $0 | 0.00% | −15,000−100.0% | Sold out |
| Kovack Advisors, Inc. | 0 | $0 | 0.00% | −11,525−100.0% | Sold out |
| SG Americas Securities, LLC | 0 | $0 | 0.00% | −6,387−100.0% | Sold out |
| State of Wyoming | 0 | $0 | 0.00% | −5,104−100.0% | Sold out |
| HBC Financial Services, PLLC | 0 | $0 | 0.00% | −2,000−100.0% | Sold out |
| Northwestern Mutual Wealth Management Co | 0 | $0 | 0.00% | −1,413−100.0% | Sold out |
| ICA Group Wealth Management, LLC | 0 | $0 | 0.00% | −1,277−100.0% | Sold out |