Black Stone Minerals LPBSM

13F holders, Q1 2024 (March 31)
184holders
1famous investor
$15.99avg. 13F price*

At the end of Q1 2024, 184 institutions reported holding Black Stone Minerals LP (BSM) in their 13F filings. The largest holders were William Marsh Rice University ($90.5M), Morgan Stanley ($74.7M) and Natixis ($29.8M). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).

Company
Black Stone Minerals LP
CUSIP
09225M101
Latest filing quarter
Q2 2026

History

Number of 13F holders

050100150200 Q1 2024: 184Q1 2024Q2 2024: 186Q2 2024Q3 2024: 178Q3 2024Q4 2024: 181Q4 2024Q1 2025: 177Q1 2025Q2 2025: 184Q2 2025Q3 2025: 193Q3 2025Q4 2025: 193Q4 2025Q1 2026: 193Q1 2026Q2 2026: 200Q2 2026

Total Exit/New Position Q1 2024

InstitutionsTotal Value
New Positions19$5.7M
Exits29$17.6M

Ownership 184 holders

William Marsh Rice University 100.00% No change 5,663,476 $90.5M
Morgan Stanley 0.01% Add +11.7% 4,674,028 $74.7M
Natixis 0.17% No change 1,864,500 $29.8M
Penn Davis McFarland Inc. 3.37% Reduce -8.1% 1,356,321 $21.7M
Investment Management Associates Inc. 6.84% Add +1.5% 1,239,299 $19.8M
Brown Advisory Inc. 0.02% Reduce -2.7% 962,545 $15.4M
Mudita Advisors LLP 7.24% No change 760,877 $12.2M
ING Groep NV 0.07% Add +23.6% 655,900 $10.5M
Bank of America Corp. 0.00% Add +65.7% 551,026 $8.8M
Epacria Capital Partners, LLC 6.40% No change 548,698 $8.8M
Kempner Capital Management Inc. 4.32% No change 498,616 $8.0M
Fayez Sarofim & Co 0.02% No change 490,740 $7.8M
Raymond James & Associates 0.00% Reduce -2.5% 451,443 $7.2M
Spirit of America Management Corp. 1.38% Reduce -6.7% 427,499 $6.8M
CIBC Private Wealth Group LLC 0.01% Reduce -16.2% 408,687 $6.6M
Cambridge Investment Research Advisors, Inc. 0.02% Reduce -0.1% 395,296 $6.3M
Concorde Financial Corp 5.53% Add +5.5% 380,256 $6.1M
Nomura Holdings Inc. 0.05% No change 353,100 $5.6M
HighTower Advisors, LLC 0.01% Reduce -4.6% 346,099 $5.5M
Clarus Group, Inc. 3.75% No change 334,996 $5.4M
First Trust Advisors LP 0.01% Reduce -20.7% 320,595 $5.1M
Clark Estates Inc. 0.53% No change 200,000 $3.2M
Orchard Capital Management, LLC 0.92% Add +2.2% 195,381 $3.1M
UBS Group AG 0.00% Add +62.5% 194,975 $3.1M
Royal Bank of Canada 0.00% Add +0.3% 184,879 $3.0M
Hill Investment Group Partners, LLC 0.40% No change 177,487 $2.8M
Horizon Kinetics Asset Management LLC 0.05% No change 167,838 $2.7M
LPL Financial LLC 0.00% Reduce -18.3% 167,366 $2.7M
Prevail Innovative Wealth Advisors, LLC 0.95% New 160,200 $2.6M
Citadel Advisors 0.00% Reduce -59.8% 154,853 $2.5M
Stifel Financial Corp. 0.00% Reduce -3.6% 152,588 $2.4M
LB Partners LLC 2.45% Reduce -13.4% 148,800 $2.4M
Board of Trustees of The Leland Stanford Junior University 0.21% No change 147,852 $2.4M
Rwa Wealth Partners, LLC 0.03% Add +0.2% 139,011 $2.2M
Mraz, Amerine & Associates, Inc. 0.40% Reduce -1.8% 130,818 $2.1M
McDaniel Terry & Co. 0.18% Reduce -4.7% 126,762 $2.0M
Macquarie Group Ltd. 0.00% Reduce -4.4% 124,827 $2.0M
Cresset Asset Management, LLC 0.01% Add +99.4% 121,046 $1.9M
Anthracite Investment Company, Inc. 0.87% No change 108,104 $1.7M
Caldwell Sutter Capital, Inc. 0.83% Add +1.5% 107,300 $1.7M
GraniteShares Advisors LLC 0.90% Add +14.6% 106,607 $1.7M
Schechter Investment Advisors, LLC 0.12% No change 100,922 $1.6M
O'Brien Greene & Co. Inc 0.53% No change 100,000 $1.6M
Mercer Global Advisors Inc. 0.00% Add +1.6% 97,463 $1.6M
Howard Financial Services, LTD. 0.25% Reduce -6.0% 91,340 $1.5M
Envestnet Asset Management Inc. 0.00% Reduce -12.2% 91,324 $1.5M
Savant Capital, LLC 0.02% No change 90,742 $1.5M
Tidal Investments LLC 0.02% Add +8.4% 90,566 $1.4M
Invesco Ltd. 0.00% Add +48.9% 90,212 $1.4M
Moors & Cabot, Inc. 0.08% Add +10.8% 89,950 $1.4M
Eagle Global Advisors LLC 0.08% No change 89,122 $1.4M
Quantum Portfolio Management LLC 0.79% Reduce -1.8% 87,460 $1.4M
Osaic Holdings, Inc. 0.00% Reduce -44.8% 84,782 $1.4M
Zions Bancorporation, N.A. 0.10% No change 82,533 $1.3M
CoreCommodity Management, LLC 0.47% Reduce -17.7% 82,525 $1.3M
Raymond James Financial Services Advisors, Inc. 0.00% Add +4.0% 81,552 $1.3M
Avenir Corp. 0.10% No change 73,900 $1.2M
Independent Advisor Alliance 0.04% Reduce -1.8% 73,077 $1.2M
Bramshill Investments, LLC 0.13% Reduce -9.1% 68,859 $1.1M
Sumitomo Mitsui Trust Group, Inc. 0.00% No change 68,000 $1.1M
Cullen/Frost Bankers, Inc. 0.02% No change 67,427 $1.1M
Franklin Resources Inc. 0.00% Add +469.8% 63,214 $1.0M
Jefferies Financial Group Inc. 0.02% Add +0.1% 62,660 $1.0M
Gruss & Co., LLC 5.35% No change 60,611 $969K
Texas Capital Bank Wealth Management Services Inc 0.11% Add +200.0% 60,000 $959K
Welch & Forbes LLC 0.01% No change 58,966 $942K
Beacon Pointe Advisors, LLC 0.01% No change 58,669 $938K
Corient Private Wealth LP 0.00% Add +2.9% 56,993 $911K
Sowell Financial Services LLC 0.04% Reduce -16.6% 55,045 $880K
Clear Harbor Asset Management, LLC 0.08% Reduce -1.0% 54,957 $878K
Ancora Advisors LLC 0.02% Reduce -0.9% 54,487 $871K
Truist Financial Corp. 0.00% Reduce -40.2% 50,468 $806K
Mariner, LLC 0.00% Add +0.0% 50,212 $802K
Autumn Glory Partners, LLC 0.36% Add +4.5% 46,600 $745K
Jump Financial, LLC 0.02% Add +40.5% 44,117 $705K
Family Manage LLC 0.12% No change 39,767 $635K
Chase Investment Counsel Corp. 0.24% No change 39,788 $635K
Perigon Wealth Management, LLC 0.02% Add +0.3% 38,307 $612K
Barclays PLC 0.00% New 36,986 $591K
Veracity Capital LLC 0.23% Reduce -25.6% 36,670 $586K
Evergreen Capital Management LLC 0.02% No change 33,611 $537K
Fort Sheridan Advisors LLC 0.10% Add +94.5% 33,331 $533K
LongView Wealth Management 0.21% Reduce -2.2% 33,005 $527K
Bartlett & Co. Wealth Management LLC 0.01% No change 32,746 $523K
Bristlecone Advisors, LLC 0.05% No change 32,410 $518K
Wells Fargo & Company 0.00% Reduce -8.7% 31,908 $510K
Aristides Capital LLC 0.22% Reduce -24.0% 31,735 $507K
Susquehanna International Group, LLP 0.00% Reduce -67.7% 30,984 $495K
Triumph Capital Management 0.19% New 29,636 $477K
AlphaCore Capital LLC 0.13% No change 29,800 $476K
Commonwealth Equity Services, LLC 0.00% Reduce -7.1% 27,846 $445K
MAS Advisors LLC 0.51% Add +56.7% 27,673 $442K
Avidian Wealth Enterprises, LLC 0.02% New 27,500 $439K
Doliver Advisors, LP 0.12% Reduce -0.6% 27,319 $437K
Cadence Bank 0.03% Add +3.1% 26,350 $421K
Perella Weinberg Partners Capital Management LP 0.04% Reduce -2.7% 179 $385K
US Bancorp \de 0.00% No change 22,450 $359K
IHT Wealth Management, LLC 0.01% Reduce -2.1% 21,283 $340K
Sunbelt Securities, Inc. 0.04% Add +0.4% 21,090 $337K
Waterloo Capital, L.P. 0.04% No change 21,000 $336K
Wealth Enhancement Advisory Services, LLC 0.00% Reduce -0.5% 20,665 $330K
Icon Wealth Advisors, LLC 0.03% Add +10.9% 20,454 $327K
F&V Capital Management, LLC 0.10% Add +10.4% 20,200 $323K
Bokf, NA 0.01% No change 20,000 $322K
Franklin Street Advisors Inc. 0.02% No change 20,000 $320K
Apollon Wealth Management, LLC 0.01% Add +1.9% 19,230 $307K
Colonial River Investments, LLC 0.17% Add +9.0% 18,410 $294K
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0.01% New 18,150 $290K
Pekin Hardy Strauss, Inc. 0.04% No change 18,000 $288K
Vident Advisory, LLC 0.01% Add +45.9% 17,894 $286K
Flagship Harbor Advisors, LLC 0.02% Add +5.3% 17,690 $283K
Diversified Trust Co. 0.01% No change 16,787 $268K
Cetera Investment Advisers 0.00% New 16,268 $260K
PNC Financial Services Group, Inc. 0.00% Reduce -67.2% 15,545 $248K
Ulland Investment Advisors, LLC 0.19% No change 14,700 $235K
Loring Wolcott & Coolidge Fiduciary Advisors LLP 0.00% No change 15,000 $234K
Edge Capital Group, LLC 0.01% No change 14,310 $229K
Cullen Investment Group, LTD. 0.04% Add +3.1% 13,839 $228K
ORG Partners LLC 0.43% New 13,900 $224K
Requisite Capital Management, LLC 0.05% Reduce -0.4% 13,985 $223K
Annandale Capital, LLC 0.05% Add +8.0% 13,635 $218K
Aft, Forsyth & Company, Inc. 0.12% Add +3.1% 13,619 $218K
Bahl & Gaynor LLC 0.00% No change 13,500 $216K
Holderness Investments Co. 0.05% No change 13,450 $215K
Hilltop Holdings Inc. 0.02% No change 13,100 $209K
Guardian Wealth Management, Inc. 0.15% Add +0.4% 12,568 $201K
Eagle Harbor Asset Management Inc. 0.21% Reduce -14.9% 12,215 $195K
BCS Wealth Management 0.06% Add +3.1% 12,000 $192K
Creative Planning 0.00% Reduce -8.9% 12,001 $192K
Baker Ellis Asset Management LLC 0.03% Reduce -7.7% 12,000 $192K
Citigroup Inc. 0.00% New 12,000 $192K
Halpern Financial, Inc. 0.06% No change 11,500 $191K
Kovack Advisors, Inc. 0.02% Reduce -11.5% 11,525 $184K
U.S. Capital Wealth Advisors, LLC 0.01% Add +1.5% 11,308 $181K
Hilltop National Bank 0.06% — 11,100 $177K
Linscomb Wealth, Inc. 0.01% No change 11,000 $176K
Virtus Advisers, LLC 0.09% New 10,727 $171K
Goldman Sachs Group Inc. 0.00% Reduce -36.7% 10,268 $164K
Harbour Investments, Inc. 0.01% Reduce -2.2% 10,240 $164K
Ieq Capital, LLC 0.00% New 10,000 $160K
Steward Partners Investment Advisory, LLC 0.00% New 6,800 $109K
TCTC Holdings, LLC 0.00% No change 6,666 $107K
SG Americas Securities, LLC 0.00% New 6,387 $102K
Global Retirement Partners, LLC 0.00% Reduce -23.9% 6,366 $102K
Arlington Trust Co LLC 0.03% No change 6,250 $100K
Geneos Wealth Management Inc. 0.00% No change 6,080 $97K
Vaughan Nelson Investment Management, L.P. 0.00% No change 5,600 $89K
First Eagle Investment Management, LLC 0.00% Reduce -16.3% 5,360 $86K
State of Wyoming 0.01% Reduce -59.9% 5,104 $82K
Venturi Wealth Management, LLC 0.00% Add +30.0% 2,600 $42K
Cwm, LLC 0.00% Add +23.4% 2,592 $41K
Lummis Asset Management, LP 0.05% Reduce -99.3% 2,415 $39K
NFSG Corp 0.01% Reduce -32.9% 2,036 $33K
HBC Financial Services, PLLC 0.02% No change 2,000 $31K
Lanark Financial, Inc. 0.00% Add +1.5% 1,928 $31K
Bogart Wealth, LLC 0.00% New 1,623 $26K
Northwestern Mutual Wealth Management Co. 0.00% New 1,413 $23K
ICA Group Wealth Management, LLC 0.00% No change 1,277 $20K
Wolff Wiese Magana LLC 0.01% No change 1,000 $16K
Grove Bank & Trust 0.00% No change 1,000 $16K
CoreCap Advisors, LLC 0.00% New 909 $15K
Simplex Trading, LLC 0.00% Reduce -95.7% 935 $14K
Aspire Private Capital, LLC 0.00% Add +5.5% 782 $13K
Cypress Capital Management LLC (WY) 0.01% No change 600 $10K
Caitlin John, LLC 0.01% New 503 $8K
Annis Gardner Whiting Capital Advisors, LLC 0.00% No change 500 $8K
Private Trust Co. NA 0.00% No change 500 $8K
AdvisorNet Financial, Inc 0.00% No change 500 $8K
Signaturefd, LLC 0.00% No change 400 $6K
Cutler Group LLC / CA 0.00% Reduce -37.9% 399 $6K
Parallel Advisors, LLC 0.00% Add +3.1% 337 $5K
Spire Wealth Management 0.00% Add +0.7% 304 $5K
Stephens Consulting, LLC 0.00% No change 300 $5K
Anchor Investment Management, LLC 0.00% New 300 $5K
First Manhattan Co. Llc. 0.00% No change 300 $5K
Tower Research Capital LLC (TRC) 0.00% Add +503.1% 193 $3K
BNP Paribas Financial Markets 0.00% New 175 $3K
Stone House Investment Management, LLC 0.00% Add +89.3% 142 $2K
Perritt Capital Management Inc 0.00% Add +3.0% 138 $2K
Farther Finance Advisors, LLC 0.00% No change 125 $2K
Impact Partnership Wealth, LLC 0.00% Add +0.8% 118 $2K
Clearstead Advisors, LLC 0.00% Reduce -97.2% 92 $1K
Mather Group, Llc. 0.00% New 90 $1K
FMR LLC 0.00% Reduce -50.0% 1 $16

"% of holder's portfolio" is BSM's weight in each manager's 13F, not the share of Black Stone Minerals LP the manager owns.