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
Total Exit/New Position Q1 2024 → Q2 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 20 | $7.8M |
| Exits | 17 | $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 |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Reduce -1.8% | 20,304 | $318K |
| F&V Capital Management, LLC | 0.09% | No change | 20,200 | $317K |
| Bokf, NA | 0.01% | No change | 20,000 | $313K |
| Franklin Street Advisors Inc. | 0.02% | No change | 20,000 | $313K |
| Apollon Wealth Management, LLC | 0.01% | Add +3.8% | 19,966 | $313K |
| Pekin Hardy Strauss, Inc. | 0.04% | No change | 18,000 | $282K |
| Colonial River Investments, LLC | 0.15% | Reduce -3.0% | 17,865 | $280K |
| Axxcess Wealth Management, LLC | 0.01% | New | 17,865 | $280K |
| Bahl & Gaynor LLC | 0.00% | Add +29.6% | 17,500 | $274K |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.01% | Reduce -6.3% | 17,000 | $266K |
| Cetera Investment Advisers | 0.00% | Add +4.1% | 16,934 | $265K |
| Diversified Trust Co. | 0.01% | No change | 16,787 | $263K |
| Creative Planning | 0.00% | Add +33.0% | 15,957 | $250K |
| PNC Financial Services Group, Inc. | 0.00% | Add +1.0% | 15,695 | $246K |
| Goldman Sachs Group Inc. | 0.00% | Add +44.0% | 14,782 | $232K |
| Ulland Investment Advisors, LLC | 0.18% | No change | 14,700 | $230K |
| Redhawk Wealth Advisors, Inc. | 0.03% | New | 14,540 | $228K |
| Edge Capital Group, LLC | 0.01% | No change | 14,310 | $224K |
| Cullen Investment Group, LTD. | 0.04% | Add +2.3% | 14,161 | $222K |
| ORG Partners LLC | 0.03% | No change | 13,900 | $220K |
| Requisite Capital Management, LLC | 0.05% | No change | 13,985 | $219K |
| Aft, Forsyth & Company, Inc. | 0.11% | Add +2.3% | 13,934 | $218K |
| Annandale Capital, LLC | 0.04% | No change | 13,635 | $214K |
| Citadel Advisors | 0.00% | Reduce -91.2% | 13,583 | $213K |
| Holderness Investments Co. | 0.05% | Reduce -2.2% | 13,150 | $206K |
| Hilltop Holdings Inc. | 0.02% | No change | 13,100 | $205K |
| Choreo, LLC | 0.00% | New | 12,975 | $205K |
| Guardian Wealth Management, Inc. | 0.15% | Add +1.7% | 12,778 | $200K |
| BCS Wealth Management | 0.09% | Add +2.3% | 12,278 | $192K |
| Regions Financial Corp. | 0.00% | New | 12,200 | $191K |
| Baker Ellis Asset Management LLC | 0.03% | No change | 12,000 | $188K |
| Virtus Advisers, LLC | 0.09% | Add +7.6% | 11,538 | $181K |
| Halpern Financial, Inc. | 0.05% | No change | 11,500 | $180K |
| U.S. Capital Wealth Advisors, LLC | 0.01% | Add +1.2% | 11,440 | $179K |
| Steward Partners Investment Advisory, LLC | 0.00% | Add +66.2% | 11,300 | $177K |
| Hilltop National Bank | 0.06% | No change | 11,100 | $174K |
| Linscomb Wealth, Inc. | 0.01% | No change | 11,000 | $172K |
| Kestra Advisory Services, LLC | 0.00% | New | 10,610 | $166K |
| Eagle Harbor Asset Management Inc. | 0.17% | Reduce -14.7% | 10,422 | $163K |
| Arete Wealth Advisors, LLC | 0.01% | New | 10,400 | $163K |
| NewEdge Advisors, LLC | 0.00% | New | 10,234 | $160K |
| Financial Advocates Investment Management | 0.01% | New | 10,140 | $159K |
| Magnolia Capital Advisors LLC | 0.09% | New | 10,100 | $158K |
| Texas Capital Bank Wealth Management Services Inc | 0.02% | Reduce -83.3% | 10,000 | $157K |
| Ieq Capital, LLC | 0.00% | No change | 10,000 | $157K |
| Harbour Investments, Inc. | 0.00% | Reduce -27.7% | 7,399 | $116K |
| TCTC Holdings, LLC | 0.00% | No change | 6,666 | $104K |
| Global Retirement Partners, LLC | 0.00% | Add +2.3% | 6,515 | $102K |
| Arlington Trust Co LLC | 0.02% | No change | 6,250 | $98K |
| Geneos Wealth Management Inc. | 0.00% | Reduce -1.6% | 5,980 | $94K |
| Vaughan Nelson Investment Management, L.P. | 0.00% | No change | 5,600 | $88K |
| First Eagle Investment Management, LLC | 0.00% | Add +1.9% | 5,463 | $86K |
| Summit Securities Group LLC | 0.03% | New | 4,700 | $74K |
| Group One Trading LLC | 0.00% | New | 3,101 | $49K |
| Tower Research Capital LLC (TRC) | 0.00% | Add +1497.4% | 3,083 | $48K |
| Venturi Wealth Management, LLC | 0.00% | Add +7.7% | 2,800 | $44K |
| Cwm, LLC | 0.00% | Reduce -5.0% | 2,462 | $39K |
| Lummis Asset Management, LP | 0.05% | No change | 2,415 | $38K |
| Lanark Financial, Inc. | 0.00% | Add +1.1% | 1,950 | $30K |
| NFSG Corp | 0.01% | Reduce -14.7% | 1,736 | $27K |
| Bogart Wealth, LLC | 0.00% | Add +6.2% | 1,723 | $27K |
| Financial Management Professionals, Inc. | 0.00% | New | 1,282 | $20K |
| Caitlin John, LLC | 0.01% | Add +99.0% | 1,001 | $16K |
| Wolff Wiese Magana LLC | 0.01% | No change | 1,000 | $16K |
| Redwood Wealth Management Group, LLC | 0.01% | New | 1,000 | $16K |
| Perkins Coie Trust Co | 0.00% | New | 1,000 | $16K |
| Grove Bank & Trust | 0.00% | No change | 1,000 | $16K |
| Jones Financial Companies LLLP | 0.00% | New | 1,000 | $16K |
| CoreCap Advisors, LLC | 0.00% | Add +2.2% | 929 | $15K |
| Mather Group, Llc. | 0.00% | Add +838.9% | 845 | $14K |
| Aspire Private Capital, LLC | 0.00% | Add +3.3% | 808 | $13K |
| Cypress Capital Management LLC (WY) | 0.01% | No change | 600 | $9K |
| 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 |
| Parallel Advisors, LLC | 0.00% | Add +2.1% | 344 | $5K |
| Stephens Consulting, LLC | 0.00% | No change | 300 | $5K |
| Anchor Investment Management, LLC | 0.00% | No change | 300 | $5K |
| Triad Wealth Partners, LLC | 0.00% | New | 275 | $4K |
| Coppell Advisory Solutions LLC | 0.00% | — | 250 | $4K |
| Chilton Capital Management LLC | 0.00% | New | 209 | $3K |
| Farther Finance Advisors, LLC | 0.00% | No change | 125 | $2K |
| Clearstead Advisors, LLC | 0.00% | Add +3.3% | 95 | $1K |
| Spire Wealth Management | 0.00% | Reduce -73.7% | 80 | $1K |
| FMR LLC | 0.00% | Add +200.0% | 3 | $47 |
"% of holder's portfolio" is BSM's weight in each manager's 13F, not the share of Black Stone Minerals LP the manager owns.