Black Stone Minerals LPBSM

13F holders, Q3 2024 (September 30)
178holders −8
17new positions
26sold out
1famous investor
$15.07avg. 13F price*

At the end of Q3 2024, 178 institutions reported holding Black Stone Minerals LP (BSM) in their 13F filings, down 8 from Q2 2024. 17 opened new positions and 26 sold out. The largest holders were William Marsh Rice University ($85.5M), Morgan Stanley ($66.4M) and Bank of America Corp. ($34.0M). 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 Q2 2024 → Q3 2024

InstitutionsTotal Value
New Positions17$14.7M
Exits26$16.6M

All 13F filers, Q2 2024 → Q3 2024: 2,139,065 shares bought and 2,547,699 shares sold, net −408,634 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 178 holders

William Marsh Rice University 99.71% No change 5,663,476 $85.5M
Morgan Stanley 0.00% Add +0.4% 4,396,368 $66.4M
Bank of America Corp. 0.00% Reduce -5.4% 2,249,902 $34.0M
Natixis 0.14% Reduce -20.8% 1,477,700 $22.3M
Penn Davis McFarland Inc. 2.31% Reduce -0.0% 1,356,173 $20.5M
Investment Management Associates Inc. 7.03% Reduce -4.2% 1,180,220 $17.8M
Brown Advisory Inc. 0.02% Reduce -2.1% 944,722 $14.3M
Fiducient Advisors LLC 1.42% New 811,467 $12.3M
Mudita Advisors LLP 6.29% No change 760,877 $11.5M
ING Groep NV 0.06% Add +5.9% 652,900 $9.9M
Epacria Capital Partners, LLC 5.68% No change 548,698 $8.3M
Kempner Capital Management Inc. 3.85% No change 498,616 $7.5M
Fayez Sarofim & Co 0.02% No change 490,740 $7.4M
Concorde Financial Corp 4.28% Add +24.5% 481,007 $7.3M
Citigroup Inc. 0.01% Add +2.3% 470,915 $7.1M
HighTower Advisors, LLC 0.01% Add +1.7% 404,828 $6.1M
Cambridge Investment Research Advisors, Inc. 0.02% Reduce -0.0% 390,914 $5.9M
First Trust Advisors LP 0.01% Add +14.3% 363,820 $5.5M
Clarus Group, Inc. 2.14% No change 334,996 $5.1M
Evergreen Capital Management LLC 0.17% Add +510.4% 330,581 $5.0M
Spirit of America Management Corp. 0.96% Reduce -16.4% 317,999 $4.8M
Prevail Innovative Wealth Advisors, LLC 1.35% Add +45.5% 292,934 $4.4M
Horizon Kinetics Asset Management LLC 0.06% Add +65.9% 275,638 $4.2M
UBS Group AG 0.00% Add +5.8% 235,379 $3.6M
CIBC Private Wealth Group LLC 0.01% No change 223,990 $3.4M
Raymond James & Associates 0.00% Reduce -33.3% 218,770 $3.3M
Hill Investment Group Partners, LLC 0.39% No change 177,487 $2.8M
Clark Estates Inc. 0.51% Reduce -7.4% 179,800 $2.7M
Stifel Financial Corp. 0.00% Add +9.6% 173,775 $2.6M
Board of Trustees of The Leland Stanford Junior University 0.19% No change 147,852 $2.2M
GraniteShares Advisors LLC 1.49% Add +19.4% 145,417 $2.2M
McDaniel Terry & Co. 0.16% No change 126,762 $1.9M
Mraz, Amerine & Associates, Inc. 0.34% Reduce -0.4% 125,287 $1.9M
LPL Financial LLC 0.00% Reduce -27.2% 119,902 $1.8M
Royal Bank of Canada 0.00% Reduce -38.3% 114,836 $1.7M
Citadel Advisors 0.00% Add +640.9% 100,629 $1.5M
O'Brien Greene & Co. Inc 0.47% No change 100,000 $1.5M
Corient Private Wealth LP 0.00% Add +74.9% 99,742 $1.5M
Cresset Asset Management, LLC 0.01% No change 99,396 $1.5M
Mercer Global Advisors Inc. 0.00% Reduce -0.2% 97,981 $1.5M
Moors & Cabot, Inc. 0.07% Add +3.3% 93,450 $1.4M
Eagle Global Advisors LLC 0.07% No change 92,622 $1.4M
Caldwell Sutter Capital, Inc. 0.65% Add +1.3% 91,890 $1.4M
Howard Financial Services, LTD. 0.20% Add +0.1% 91,545 $1.4M
Savant Capital, LLC 0.01% No change 90,742 $1.4M
Invesco Ltd. 0.00% Add +28.6% 88,333 $1.3M
Anthracite Investment Company, Inc. 0.63% Reduce -18.5% 88,104 $1.3M
Zions Bancorporation, N.A. 0.09% No change 82,533 $1.2M
Icon Wealth Advisors, LLC 0.10% Reduce -1.7% 81,540 $1.2M
Rwa Wealth Partners, LLC 0.01% Reduce -43.7% 78,304 $1.2M
Raymond James Financial Services Advisors, Inc. 0.00% Reduce -4.8% 77,543 $1.2M
Wells Fargo & Company 0.00% Add +41.5% 75,826 $1.1M
Franklin Resources Inc. 0.00% No change 75,050 $1.1M
Avenir Corp. 0.11% No change 73,900 $1.1M
Quantum Portfolio Management LLC 0.60% Reduce -15.8% 73,879 $1.1M
Independent Advisor Alliance 0.04% No change 73,077 $1.1M
Cullen/Frost Bankers, Inc. 0.01% Add +5.5% 71,121 $1.1M
Sumitomo Mitsui Trust Group, Inc. 0.00% No change 68,000 $1.0M
Bramshill Investments, LLC 0.11% Add +0.0% 67,667 $1.0M
Envestnet Asset Management Inc. 0.00% Reduce -1.2% 64,013 $967K
Beacon Pointe Advisors, LLC 0.01% Add +34.1% 62,654 $946K
Jefferies Financial Group Inc. 0.02% No change 62,400 $942K
Gruss & Co., LLC 7.22% No change 60,611 $915K
Welch & Forbes LLC 0.01% No change 58,966 $890K
AlphaCore Capital LLC 0.20% Add +34.4% 58,550 $884K
Fort Sheridan Advisors LLC 0.13% No change 57,471 $868K
Bahl & Gaynor LLC 0.00% Add +217.1% 55,500 $838K
Mariner, LLC 0.00% Add +2.7% 53,438 $807K
Clear Harbor Asset Management, LLC 0.06% Reduce -5.3% 52,032 $786K
Ancora Advisors LLC 0.02% Reduce -4.2% 51,707 $781K
Osaic Holdings, Inc. 0.00% Reduce -2.7% 49,646 $750K
Simplex Trading, LLC 0.02% Add +97.5% 46,813 $706K
Barclays PLC 0.00% Reduce -47.7% 39,925 $603K
Family Manage LLC 0.10% No change 39,767 $600K
HRT Financial LP 0.00% Reduce -70.3% 38,942 $588K
Truist Financial Corp. 0.00% Reduce -26.9% 36,163 $546K
Chase Investment Counsel Corp. 0.18% Reduce -12.3% 34,914 $527K
Group One Trading LLC 0.02% Add +970.4% 33,193 $501K
JFS Wealth Advisors, LLC 0.03% New 32,747 $494K
Bartlett & Co. Wealth Management LLC 0.01% No change 32,746 $494K
Bristlecone Advisors, LLC 0.04% No change 32,410 $489K
Aristides Capital LLC 0.20% No change 31,735 $479K
Autumn Glory Partners, LLC 0.18% Reduce -32.2% 31,600 $477K
Doliver Advisors, LP 0.13% Add +14.2% 30,943 $467K
Vident Advisory, LLC 0.01% Add +5.1% 30,892 $466K
MAS Advisors LLC 0.94% No change 29,179 $441K
LongView Wealth Management 0.14% Reduce -11.1% 28,658 $433K
Cadence Bank 0.03% Add +2.6% 27,650 $418K
EP Wealth Advisors, LLC 0.00% New 27,591 $417K
Avidian Wealth Enterprises, LLC 0.02% No change 27,500 $415K
Goldman Sachs Group Inc. 0.00% Add +80.7% 26,707 $403K
Commonwealth Equity Services, LLC 0.00% Reduce -23.9% 25,794 $389K
Cerity Partners OCIO LLC 0.03% Reduce -2.9% 170 $364K
Flagship Harbor Advisors, LLC 0.02% Add +9.3% 22,604 $341K
Lee Financial Co 0.05% New 22,350 $337K
Cypress Wealth Services, LLC 0.07% New 21,437 $324K
IHT Wealth Management, LLC 0.01% Add +0.2% 21,361 $323K
Sunbelt Securities, Inc. 0.03% Add +0.3% 21,225 $320K
Waterloo Capital, L.P. 0.03% No change 21,000 $317K
Wealth Enhancement Advisory Services, LLC 0.00% Add +1.1% 20,534 $310K

"% 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 178 holders