Black Stone Minerals LPBSM

13F holders, Q2 2024 (June 30)
186holders +2
20new positions
17sold out
1famous investor
$15.68avg. 13F price*

At the end of Q2 2024, 186 institutions reported holding Black Stone Minerals LP (BSM) in their 13F filings, up 2 from Q1 2024. 20 opened new positions and 17 sold out. The largest holders were William Marsh Rice University ($88.7M), Morgan Stanley ($68.6M) and Bank of America Corp. ($37.3M). 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 → Q2 2024

InstitutionsTotal Value
New Positions20$7.8M
Exits17$6.6M

All 13F filers, Q1 2024 → Q2 2024: 3,409,220 shares bought and 1,500,564 shares sold, net +1,908,656 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 186 holders

William Marsh Rice University 99.34% No change 5,663,476 $88.7M
Morgan Stanley 0.01% Reduce -6.3% 4,377,332 $68.6M
Bank of America Corp. 0.00% Add +331.5% 2,377,675 $37.3M
Natixis 0.18% No change 1,864,500 $29.2M
Penn Davis McFarland Inc. 3.29% No change 1,356,321 $21.3M
Investment Management Associates Inc. 6.64% Reduce -0.6% 1,231,446 $19.3M
Brown Advisory Inc. 0.02% Add +0.2% 964,745 $15.1M
Mudita Advisors LLP 6.11% No change 760,877 $11.9M
ING Groep NV 0.06% Reduce -6.0% 616,600 $9.7M
Nomura Holdings Inc. 0.06% Add +57.2% 555,000 $8.7M
Epacria Capital Partners, LLC 6.35% No change 548,698 $8.6M
Kempner Capital Management Inc. 4.14% No change 498,616 $7.8M
Fayez Sarofim & Co 0.02% No change 490,740 $7.7M
Citigroup Inc. 0.01% Add +3737.1% 460,450 $7.2M
HighTower Advisors, LLC 0.01% Add +15.0% 397,930 $6.2M
Cambridge Investment Research Advisors, Inc. 0.02% Reduce -1.1% 391,070 $6.1M
Concorde Financial Corp 3.98% Add +1.6% 386,418 $6.1M
Spirit of America Management Corp. 1.21% Reduce -11.0% 380,499 $6.0M
Clarus Group, Inc. 2.32% No change 334,996 $5.2M
Raymond James & Associates 0.00% Reduce -27.4% 327,723 $5.1M
First Trust Advisors LP 0.01% Reduce -0.7% 318,450 $5.0M
CIBC Private Wealth Group LLC 0.01% Reduce -45.2% 223,990 $3.5M
UBS Group AG 0.00% Add +14.1% 222,430 $3.5M
Prevail Innovative Wealth Advisors, LLC 1.12% Add +25.7% 201,336 $3.2M
Clark Estates Inc. 0.57% Reduce -2.9% 194,225 $3.0M
Orchard Capital Management, LLC 0.90% Reduce -2.2% 191,156 $3.0M
Royal Bank of Canada 0.00% Add +0.7% 186,196 $2.9M
Hill Investment Group Partners, LLC 0.37% No change 177,487 $2.7M
Horizon Kinetics Asset Management LLC 0.05% Reduce -1.0% 166,138 $2.6M
LPL Financial LLC 0.00% Reduce -1.6% 164,694 $2.6M
Stifel Financial Corp. 0.00% Add +3.9% 158,539 $2.5M
Board of Trustees of The Leland Stanford Junior University 0.16% No change 147,852 $2.3M
Jane Street Group, LLC 0.00% New 142,530 $2.2M
Rwa Wealth Partners, LLC 0.03% No change 139,011 $2.2M
HRT Financial LP 0.01% New 131,179 $2.1M
McDaniel Terry & Co. 0.17% No change 126,762 $2.0M
Mraz, Amerine & Associates, Inc. 0.41% Reduce -3.8% 125,845 $2.0M
GraniteShares Advisors LLC 0.64% Add +14.3% 121,795 $1.9M
LB Partners LLC 1.55% Reduce -20.0% 119,000 $1.9M
Anthracite Investment Company, Inc. 0.90% No change 108,104 $1.7M
Gratus Capital, LLC 0.07% New 105,480 $1.7M
O'Brien Greene & Co. Inc 0.50% No change 100,000 $1.6M
Cresset Asset Management, LLC 0.01% Reduce -17.9% 99,396 $1.6M
Tidal Investments LLC 0.02% Add +8.8% 98,570 $1.5M
Mercer Global Advisors Inc. 0.00% Add +0.7% 98,135 $1.5M
Eagle Global Advisors LLC 0.08% Add +3.9% 92,622 $1.5M
Howard Financial Services, LTD. 0.23% Add +0.1% 91,436 $1.4M
Savant Capital, LLC 0.01% No change 90,742 $1.4M
Caldwell Sutter Capital, Inc. 0.70% Reduce -15.5% 90,700 $1.4M
Moors & Cabot, Inc. 0.08% Add +0.6% 90,450 $1.4M
Quantum Portfolio Management LLC 0.79% Add +0.4% 87,787 $1.4M
CoreCommodity Management, LLC 0.50% Add +0.2% 82,704 $1.3M
Zions Bancorporation, N.A. 0.10% No change 82,533 $1.3M
Raymond James Financial Services Advisors, Inc. 0.00% Reduce -0.1% 81,467 $1.3M
Icon Wealth Advisors, LLC 0.11% Add +305.6% 82,964 $1.2M
Barclays PLC 0.00% Add +106.3% 76,286 $1.2M
Franklin Resources Inc. 0.00% Add +18.7% 75,050 $1.2M
Avenir Corp. 0.11% No change 73,900 $1.2M
Independent Advisor Alliance 0.04% No change 73,077 $1.1M
Invesco Ltd. 0.00% Reduce -23.9% 68,692 $1.1M
Sumitomo Mitsui Trust Group, Inc. 0.00% No change 68,000 $1.1M
Bramshill Investments, LLC 0.12% Reduce -1.8% 67,644 $1.1M
Cullen/Frost Bankers, Inc. 0.02% No change 67,427 $1.1M
Envestnet Asset Management Inc. 0.00% Reduce -29.1% 64,771 $1.0M
Jefferies Financial Group Inc. 0.02% Reduce -0.4% 62,400 $978K
Gruss & Co., LLC 5.15% No change 60,611 $950K
Welch & Forbes LLC 0.01% No change 58,966 $917K
Fort Sheridan Advisors LLC 0.15% Add +72.4% 57,471 $901K
Corient Private Wealth LP 0.00% Add +0.0% 57,017 $893K
Sowell Financial Services LLC 0.04% Add +0.6% 55,375 $868K
Clear Harbor Asset Management, LLC 0.08% No change 54,957 $861K
Evergreen Capital Management LLC 0.03% Add +61.1% 54,156 $849K
Ancora Advisors LLC 0.02% Reduce -0.9% 53,996 $846K
Wells Fargo & Company 0.00% Add +68.0% 53,608 $840K
Mariner, LLC 0.00% Add +3.6% 52,037 $815K
Osaic Holdings, Inc. 0.00% Reduce -39.8% 51,045 $800K
Truist Financial Corp. 0.00% Reduce -2.0% 49,468 $775K
Beacon Pointe Advisors, LLC 0.01% Reduce -20.3% 46,734 $732K
Autumn Glory Partners, LLC 0.37% No change 46,600 $730K
AlphaCore Capital LLC 0.17% Add +46.1% 43,550 $682K
Family Manage LLC 0.11% No change 39,767 $623K
Chase Investment Counsel Corp. 0.22% No change 39,788 $623K
Perigon Wealth Management, LLC 0.02% Add +0.0% 38,312 $600K
Commonwealth Equity Services, LLC 0.00% Add +21.8% 33,915 $531K
Bartlett & Co. Wealth Management LLC 0.01% No change 32,746 $513K
Bristlecone Advisors, LLC 0.04% No change 32,410 $508K
LongView Wealth Management 0.19% Reduce -2.3% 32,250 $505K
Aristides Capital LLC 0.21% No change 31,735 $497K
Vident Advisory, LLC 0.01% Add +64.3% 29,394 $461K
MAS Advisors LLC 1.09% Add +5.4% 29,179 $457K
Avidian Wealth Enterprises, LLC 0.02% No change 27,500 $431K
Doliver Advisors, LP 0.12% Reduce -0.8% 27,087 $424K
Cadence Bank 0.03% Add +2.3% 26,961 $422K
Cerity Partners OCIO LLC 0.03% — 175 $378K
Simplex Trading, LLC 0.01% Add +2435.4% 23,706 $371K
US Bancorp \de 0.00% No change 22,450 $352K
IHT Wealth Management, LLC 0.01% Add +0.2% 21,319 $334K
Sunbelt Securities, Inc. 0.03% Add +0.3% 21,154 $331K
Waterloo Capital, L.P. 0.04% No change 21,000 $329K
Flagship Harbor Advisors, LLC 0.02% Add +16.9% 20,686 $324K

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

Show all 186 holders