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, Q3 2024
Institutional positions in Black Stone Minerals, L.P. as of Sep 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
- 178
- −8 vs. Q2 2024
- Shares held
- 31.0M
- −344.4K (−1.1%) vs. Q2 2024
- Total value
- $466.7M
- −$24.9M (−5.1%) vs. Q2 2024
- New holders
- 18
- 54 more added
- Sold out
- 26
- 44 more reduced
1 institution that held it in Q2 2024 haven't filed for Q3 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2024
Shares, value and share of portfolio for each institution holding Black Stone Minerals, L.P.; share changes are against Q2 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| William Marsh Rice University | 5,663,476 | $85.5M | 99.71% | 00.0% | Unchanged |
| Morgan Stanley | 4,396,368 | $66.4M | 0.00% | +19,036+0.4% | Added |
| Bank of America Corp | 2,249,902 | $34.0M | 0.00% | −127,773−5.4% | Reduced |
| Natixis | 1,477,700 | $22.3M | 0.14% | −386,800−20.7% | Reduced |
| Penn Davis McFarland Inc | 1,356,173 | $20.5M | 2.30% | −1480.0% | Reduced |
| Investment Management Associates Inc | 1,180,220 | $17.8M | 7.03% | −51,226−4.2% | Reduced |
| Brown Advisory Inc | 944,722 | $14.3M | 0.02% | −20,023−2.1% | Reduced |
| Fiducient Advisors LLC | 811,467 | $12.3M | 1.42% | +811,467 | New |
| Mudita Advisors LLP | 760,877 | $11.5M | 6.29% | 00.0% | Unchanged |
| ING Groep NV | 652,900 | $9.86M | 0.06% | +36,300+5.9% | Added |
| Epacria Capital Partners, LLC | 548,698 | $8.29M | 5.65% | 00.0% | Unchanged |
| Kempner Capital Management Inc. | 498,616 | $7.53M | 3.85% | 00.0% | Unchanged |
| Fayez Sarofim & Co | 490,740 | $7.41M | 0.02% | 00.0% | Unchanged |
| Concorde Financial Corp | 481,007 | $7.26M | 4.28% | +94,589+24.5% | Added |
| Citigroup Inc | 470,915 | $7.11M | 0.01% | +10,465+2.3% | Added |
| HighTower Advisors, LLC | 404,828 | $6.11M | 0.01% | +6,898+1.7% | Added |
| Cambridge Investment Research Advisors, Inc. | 390,914 | $5.90M | 0.02% | −1560.0% | Reduced |
| First Trust Advisors LP | 363,820 | $5.49M | 0.01% | +45,370+14.2% | Added |
| Clarus Group, Inc. | 334,996 | $5.06M | 2.14% | 00.0% | Unchanged |
| Evergreen Capital Management LLC | 330,581 | $4.99M | 0.17% | +276,425+510.4% | Added |
| Spirit of America Management Corp | 317,999 | $4.80M | 0.96% | −62,500−16.4% | Reduced |
| Prevail Innovative Wealth Advisors, LLC | 292,934 | $4.42M | 1.35% | +91,598+45.5% | Added |
| Horizon Kinetics Asset Management LLC | 275,638 | $4.16M | 0.06% | +109,500+65.9% | Added |
| UBS Group AG | 235,379 | $3.55M | 0.00% | +12,949+5.8% | Added |
| CIBC Private Wealth Group, LLC | 223,990 | $3.38M | 0.01% | 00.0% | Unchanged |
| Raymond James & Associates | 218,770 | $3.30M | 0.00% | −108,953−33.2% | Reduced |
| Hill Investment Group Partners, LLC | 177,487 | $2.80M | 0.39% | 00.0% | Unchanged |
| Clark Estates Inc | 179,800 | $2.71M | 0.51% | −14,425−7.4% | Reduced |
| Stifel Financial Corp | 173,775 | $2.62M | 0.00% | +15,236+9.6% | Added |
| Board of Trustees of The Leland Stanford Junior University | 147,852 | $2.23M | 0.19% | 00.0% | Unchanged |
| GraniteShares Advisors LLC | 145,417 | $2.20M | 1.49% | +23,622+19.4% | Added |
| McDaniel Terry & Co | 126,762 | $1.91M | 0.16% | 00.0% | Unchanged |
| Mraz, Amerine & Associates, Inc. | 125,287 | $1.89M | 0.34% | −558−0.4% | Reduced |
| LPL Financial LLC | 119,902 | $1.81M | 0.00% | −44,792−27.2% | Reduced |
| Royal Bank of Canada | 114,836 | $1.73M | 0.00% | −71,360−38.3% | Reduced |
| Citadel Advisors LLC | 100,629 | $1.52M | 0.00% | +87,046+640.8% | Added |
| O'Brien Greene & Co. Inc | 100,000 | $1.51M | 0.47% | 00.0% | Unchanged |
| CI Private Wealth, LLC | 99,742 | $1.51M | 0.00% | +42,725+74.9% | Added |
| Cresset Asset Management, LLC | 99,396 | $1.50M | 0.01% | 00.0% | Unchanged |
| Mercer Global Advisors Inc | 97,981 | $1.48M | 0.00% | −154−0.2% | Reduced |
| Moors & Cabot, Inc. | 93,450 | $1.41M | 0.07% | +3,000+3.3% | Added |
| Eagle Global Advisors LLC | 92,622 | $1.40M | 0.07% | 00.0% | Unchanged |
| Caldwell Sutter Capital, Inc. | 91,890 | $1.39M | 0.65% | +1,190+1.3% | Added |
| Howard Financial Services, Ltd. | 91,545 | $1.38M | 0.20% | +109+0.1% | Added |
| Savant Capital, LLC | 90,742 | $1.37M | 0.01% | 00.0% | Unchanged |
| Invesco Ltd. | 88,333 | $1.33M | 0.00% | +19,641+28.6% | Added |
| Anthracite Investment Company, Inc. | 88,104 | $1.33M | 0.63% | −20,000−18.5% | Reduced |
| Zions Bancorporation, N.A. | 82,533 | $1.25M | 0.09% | 00.0% | Unchanged |
| Icon Wealth Advisors, LLC | 81,540 | $1.23M | 0.10% | −1,424−1.7% | Reduced |
| Adviser Investments LLC | 78,304 | $1.18M | 0.01% | −60,707−43.7% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 77,543 | $1.17M | 0.00% | −3,924−4.8% | Reduced |
| Wells Fargo & Company | 75,826 | $1.14M | 0.00% | +22,218+41.4% | Added |
| Franklin Resources Inc | 75,050 | $1.13M | 0.00% | 00.0% | Unchanged |
| Avenir Corp | 73,900 | $1.12M | 0.11% | 00.0% | Unchanged |
| Custom Index Systems, LLC | 73,879 | $1.12M | 0.60% | −13,908−15.8% | Reduced |
| Independent Advisor Alliance | 73,077 | $1.10M | 0.04% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 71,121 | $1.07M | 0.01% | +3,694+5.5% | Added |
| Sumitomo Mitsui Trust Holdings, Inc. | 68,000 | $1.03M | 0.00% | 00.0% | Unchanged |
| Bramshill Investments, LLC | 67,667 | $1.02M | 0.11% | +230.0% | Added |
| Envestnet Asset Management Inc | 64,013 | $966.6K | 0.00% | −758−1.2% | Reduced |
| Beacon Pointe Advisors, LLC | 62,654 | $946.1K | 0.01% | +15,920+34.1% | Added |
| Jefferies Financial Group Inc. | 62,400 | $942.2K | 0.02% | 00.0% | Unchanged |
| Gruss & Co., LLC | 60,611 | $915.2K | 7.22% | 00.0% | Unchanged |
| Welch & Forbes LLC | 58,966 | $890.4K | 0.01% | 00.0% | Unchanged |
| AlphaCore Capital LLC | 58,550 | $884.1K | 0.20% | +15,000+34.4% | Added |
| Fort Sheridan Advisors LLC | 57,471 | $867.8K | 0.13% | 00.0% | Unchanged |
| Bahl & Gaynor Inc | 55,500 | $838.0K | 0.00% | +38,000+217.1% | Added |
| Mariner, LLC | 53,438 | $806.8K | 0.00% | +1,401+2.7% | Added |
| Clear Harbor Asset Management, LLC | 52,032 | $785.7K | 0.06% | −2,925−5.3% | Reduced |
| Ancora Advisors, LLC | 51,707 | $780.8K | 0.02% | −2,289−4.2% | Reduced |
| Advisor Group Holdings, Inc. | 49,646 | $749.6K | 0.00% | −1,399−2.7% | Reduced |
| Simplex Trading, LLC | 46,813 | $706.0K | 0.02% | +23,107+97.5% | Added |
| Barclays PLC | 39,925 | $602.9K | 0.00% | −36,361−47.7% | Reduced |
| Family Management Corp | 39,767 | $600.5K | 0.10% | 00.0% | Unchanged |
| HRT Financial LP | 38,942 | $588.0K | 0.00% | −92,237−70.3% | Reduced |
| Truist Financial Corp | 36,163 | $546.1K | 0.00% | −13,305−26.9% | Reduced |
| Chase Investment Counsel Corp | 34,914 | $527.0K | 0.18% | −4,874−12.2% | Reduced |
| Group One Trading, L.P. | 33,193 | $501.2K | 0.02% | +30,092+970.4% | Added |
| JFS Wealth Advisors, LLC | 32,747 | $494.5K | 0.03% | +32,747 | New |
| Bartlett & Co. Wealth Management LLC | 32,746 | $494.5K | 0.01% | 00.0% | Unchanged |
| Bristlecone Advisors, LLC | 32,410 | $489.4K | 0.04% | 00.0% | Unchanged |
| Aristides Capital LLC | 31,735 | $479.2K | 0.20% | 00.0% | Unchanged |
| Autumn Glory Partners, LLC | 31,600 | $477.2K | 0.18% | −15,000−32.2% | Reduced |
| Doliver Advisors, LP | 30,943 | $467.2K | 0.13% | +3,856+14.2% | Added |
| Vident Advisory, LLC | 30,892 | $466.5K | 0.01% | +1,498+5.1% | Added |
| MAS Advisors LLC | 29,179 | $440.6K | 0.94% | 00.0% | Unchanged |
| LongView Wealth Management | 28,658 | $432.7K | 0.14% | −3,592−11.1% | Reduced |
| BancorpSouth Bank | 27,650 | $417.5K | 0.03% | +689+2.6% | Added |
| EP Wealth Advisors, LLC | 27,591 | $416.6K | 0.00% | +27,591 | New |
| Avidian Wealth Solutions, LLC | 27,500 | $415.3K | 0.02% | 00.0% | Unchanged |
| Goldman Sachs Group Inc | 26,707 | $403.3K | 0.00% | +11,925+80.7% | Added |
| Commonwealth Equity Services, LLC | 25,794 | $389.0K | 0.00% | −8,121−23.9% | Reduced |
| Flagship Harbor Advisors, LLC | 22,604 | $341.3K | 0.02% | +1,918+9.3% | Added |
| Lee Financial Co | 22,350 | $337.5K | 0.05% | +22,350 | New |
| Cypress Wealth Services, LLC | 21,437 | $323.7K | 0.07% | +21,437 | New |
| IHT Wealth Management, LLC | 21,361 | $322.5K | 0.01% | +42+0.2% | Added |
| Sunbelt Securities, Inc. | 21,225 | $320.5K | 0.03% | +71+0.3% | Added |
| Waterloo Capital, L.P. | 21,000 | $317.1K | 0.03% | 00.0% | Unchanged |
| Wealth Enhancement Advisory Services, LLC | 20,534 | $310.1K | 0.00% | +230+1.1% | Added |
| F&V Capital Management, LLC | 20,200 | $305.0K | 0.08% | 00.0% | Unchanged |