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 |
|---|---|---|---|---|---|
| Truist Financial Corp | 36,163 | $546.1K | 0.00% | −13,305−26.9% | Reduced |
| HRT Financial LP | 38,942 | $588.0K | 0.00% | −92,237−70.3% | Reduced |
| Family Management Corp | 39,767 | $600.5K | 0.10% | 00.0% | Unchanged |
| Barclays PLC | 39,925 | $602.9K | 0.00% | −36,361−47.7% | Reduced |
| Simplex Trading, LLC | 46,813 | $706.0K | 0.02% | +23,107+97.5% | Added |
| Advisor Group Holdings, Inc. | 49,646 | $749.6K | 0.00% | −1,399−2.7% | Reduced |
| Ancora Advisors, LLC | 51,707 | $780.8K | 0.02% | −2,289−4.2% | Reduced |
| Clear Harbor Asset Management, LLC | 52,032 | $785.7K | 0.06% | −2,925−5.3% | Reduced |
| Mariner, LLC | 53,438 | $806.8K | 0.00% | +1,401+2.7% | Added |
| Bahl & Gaynor Inc | 55,500 | $838.0K | 0.00% | +38,000+217.1% | Added |
| Fort Sheridan Advisors LLC | 57,471 | $867.8K | 0.13% | 00.0% | Unchanged |
| AlphaCore Capital LLC | 58,550 | $884.1K | 0.20% | +15,000+34.4% | Added |
| Welch & Forbes LLC | 58,966 | $890.4K | 0.01% | 00.0% | Unchanged |
| Gruss & Co., LLC | 60,611 | $915.2K | 7.22% | 00.0% | Unchanged |
| Jefferies Financial Group Inc. | 62,400 | $942.2K | 0.02% | 00.0% | Unchanged |
| Beacon Pointe Advisors, LLC | 62,654 | $946.1K | 0.01% | +15,920+34.1% | Added |
| Envestnet Asset Management Inc | 64,013 | $966.6K | 0.00% | −758−1.2% | Reduced |
| Bramshill Investments, LLC | 67,667 | $1.02M | 0.11% | +230.0% | Added |
| Sumitomo Mitsui Trust Holdings, Inc. | 68,000 | $1.03M | 0.00% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 71,121 | $1.07M | 0.01% | +3,694+5.5% | Added |
| Independent Advisor Alliance | 73,077 | $1.10M | 0.04% | 00.0% | Unchanged |
| Custom Index Systems, LLC | 73,879 | $1.12M | 0.60% | −13,908−15.8% | Reduced |
| Avenir Corp | 73,900 | $1.12M | 0.11% | 00.0% | Unchanged |
| Franklin Resources Inc | 75,050 | $1.13M | 0.00% | 00.0% | Unchanged |
| Wells Fargo & Company | 75,826 | $1.14M | 0.00% | +22,218+41.4% | Added |
| Raymond James Financial Services Advisors, Inc. | 77,543 | $1.17M | 0.00% | −3,924−4.8% | Reduced |
| Adviser Investments LLC | 78,304 | $1.18M | 0.01% | −60,707−43.7% | Reduced |
| Icon Wealth Advisors, LLC | 81,540 | $1.23M | 0.10% | −1,424−1.7% | Reduced |
| Zions Bancorporation, N.A. | 82,533 | $1.25M | 0.09% | 00.0% | Unchanged |
| Anthracite Investment Company, Inc. | 88,104 | $1.33M | 0.63% | −20,000−18.5% | Reduced |
| Invesco Ltd. | 88,333 | $1.33M | 0.00% | +19,641+28.6% | Added |
| Savant Capital, LLC | 90,742 | $1.37M | 0.01% | 00.0% | Unchanged |
| Howard Financial Services, Ltd. | 91,545 | $1.38M | 0.20% | +109+0.1% | Added |
| Caldwell Sutter Capital, Inc. | 91,890 | $1.39M | 0.65% | +1,190+1.3% | Added |
| Eagle Global Advisors LLC | 92,622 | $1.40M | 0.07% | 00.0% | Unchanged |
| Moors & Cabot, Inc. | 93,450 | $1.41M | 0.07% | +3,000+3.3% | Added |
| Mercer Global Advisors Inc | 97,981 | $1.48M | 0.00% | −154−0.2% | Reduced |
| Cresset Asset Management, LLC | 99,396 | $1.50M | 0.01% | 00.0% | Unchanged |
| CI Private Wealth, LLC | 99,742 | $1.51M | 0.00% | +42,725+74.9% | Added |
| O'Brien Greene & Co. Inc | 100,000 | $1.51M | 0.47% | 00.0% | Unchanged |
| Citadel Advisors LLC | 100,629 | $1.52M | 0.00% | +87,046+640.8% | Added |
| Royal Bank of Canada | 114,836 | $1.73M | 0.00% | −71,360−38.3% | Reduced |
| LPL Financial LLC | 119,902 | $1.81M | 0.00% | −44,792−27.2% | Reduced |
| Mraz, Amerine & Associates, Inc. | 125,287 | $1.89M | 0.34% | −558−0.4% | Reduced |
| McDaniel Terry & Co | 126,762 | $1.91M | 0.16% | 00.0% | Unchanged |
| GraniteShares Advisors LLC | 145,417 | $2.20M | 1.49% | +23,622+19.4% | Added |
| Board of Trustees of The Leland Stanford Junior University | 147,852 | $2.23M | 0.19% | 00.0% | Unchanged |
| Stifel Financial Corp | 173,775 | $2.62M | 0.00% | +15,236+9.6% | Added |
| Clark Estates Inc | 179,800 | $2.71M | 0.51% | −14,425−7.4% | Reduced |
| Hill Investment Group Partners, LLC | 177,487 | $2.80M | 0.39% | 00.0% | Unchanged |
| Raymond James & Associates | 218,770 | $3.30M | 0.00% | −108,953−33.2% | Reduced |
| CIBC Private Wealth Group, LLC | 223,990 | $3.38M | 0.01% | 00.0% | Unchanged |
| UBS Group AG | 235,379 | $3.55M | 0.00% | +12,949+5.8% | Added |
| Horizon Kinetics Asset Management LLC | 275,638 | $4.16M | 0.06% | +109,500+65.9% | Added |
| Prevail Innovative Wealth Advisors, LLC | 292,934 | $4.42M | 1.35% | +91,598+45.5% | Added |
| Spirit of America Management Corp | 317,999 | $4.80M | 0.96% | −62,500−16.4% | Reduced |
| Evergreen Capital Management LLC | 330,581 | $4.99M | 0.17% | +276,425+510.4% | Added |
| Clarus Group, Inc. | 334,996 | $5.06M | 2.14% | 00.0% | Unchanged |
| First Trust Advisors LP | 363,820 | $5.49M | 0.01% | +45,370+14.2% | Added |
| Cambridge Investment Research Advisors, Inc. | 390,914 | $5.90M | 0.02% | −1560.0% | Reduced |
| HighTower Advisors, LLC | 404,828 | $6.11M | 0.01% | +6,898+1.7% | Added |
| Citigroup Inc | 470,915 | $7.11M | 0.01% | +10,465+2.3% | Added |
| Concorde Financial Corp | 481,007 | $7.26M | 4.28% | +94,589+24.5% | Added |
| Fayez Sarofim & Co | 490,740 | $7.41M | 0.02% | 00.0% | Unchanged |
| Kempner Capital Management Inc. | 498,616 | $7.53M | 3.85% | 00.0% | Unchanged |
| Epacria Capital Partners, LLC | 548,698 | $8.29M | 5.65% | 00.0% | Unchanged |
| ING Groep NV | 652,900 | $9.86M | 0.06% | +36,300+5.9% | Added |
| Mudita Advisors LLP | 760,877 | $11.5M | 6.29% | 00.0% | Unchanged |
| Fiducient Advisors LLC | 811,467 | $12.3M | 1.42% | +811,467 | New |
| Brown Advisory Inc | 944,722 | $14.3M | 0.02% | −20,023−2.1% | Reduced |
| Investment Management Associates Inc | 1,180,220 | $17.8M | 7.03% | −51,226−4.2% | Reduced |
| Penn Davis McFarland Inc | 1,356,173 | $20.5M | 2.30% | −1480.0% | Reduced |
| Natixis | 1,477,700 | $22.3M | 0.14% | −386,800−20.7% | Reduced |
| Bank of America Corp | 2,249,902 | $34.0M | 0.00% | −127,773−5.4% | Reduced |
| Morgan Stanley | 4,396,368 | $66.4M | 0.00% | +19,036+0.4% | Added |
| William Marsh Rice University | 5,663,476 | $85.5M | 99.71% | 00.0% | Unchanged |
| ARGI Investment Services, LLC | 170 | – | – | −5−2.9% | Reduced |
| International Assets Investment Management, LLC | 54,556 | – | – | +54,556 | New |
| Nomura Holdings Inc | 0 | $0 | 0.00% | −555,000−100.0% | Sold out |
| Orchard Capital Managment, LLC | 0 | $0 | 0.00% | −191,156−100.0% | Sold out |
| Toroso Investments, LLC | 0 | $0 | 0.00% | −98,570−100.0% | Sold out |
| Sowell Financial Services LLC | 0 | $0 | 0.00% | −55,375−100.0% | Sold out |
| Perigon Wealth Management, LLC | 0 | $0 | 0.00% | −38,312−100.0% | Sold out |
| Apollon Wealth Management, LLC | 0 | $0 | 0.00% | −19,966−100.0% | Sold out |
| The PNC Financial Services Group, Inc. | 0 | $0 | 0.00% | −15,695−100.0% | Sold out |
| Requisite Capital Management, LLC | 0 | $0 | 0.00% | −13,985−100.0% | Sold out |
| Kestra Advisory Services, LLC | 0 | $0 | 0.00% | −10,610−100.0% | Sold out |
| Eagle Harbor Asset Management Inc | 0 | $0 | 0.00% | −10,422−100.0% | Sold out |
| Arete Wealth Advisors, LLC | 0 | $0 | 0.00% | −10,400−100.0% | Sold out |
| GWM Advisors LLC | 0 | $0 | 0.00% | −10,234−100.0% | Sold out |
| Texas Capital Bank Wealth Management Services Inc | 0 | $0 | 0.00% | −10,000−100.0% | Sold out |
| Global Retirement Partners, LLC | 0 | $0 | 0.00% | −6,515−100.0% | Sold out |
| Tower Research Capital LLC (TRC) | 0 | $0 | 0.00% | −3,083−100.0% | Sold out |
| CWM, LLC | 0 | $0 | 0.00% | −2,462−100.0% | Sold out |
| Caitlin John, LLC | 0 | $0 | 0.00% | −1,001−100.0% | Sold out |
| Grove Bank & Trust | 0 | $0 | 0.00% | −1,000−100.0% | Sold out |
| Redwood Wealth Management Group, LLC | 0 | $0 | 0.00% | −1,000−100.0% | Sold out |
| Aspire Private Capital, LLC | 0 | $0 | 0.00% | −808−100.0% | Sold out |
| Signaturefd, LLC | 0 | $0 | 0.00% | −400−100.0% | Sold out |
| Anchor Investment Management, LLC | 0 | $0 | 0.00% | −300−100.0% | Sold out |