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
Total Exit/New Position Q2 2024 → Q3 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 17 | $14.7M |
| Exits | 26 | $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 |
| F&V Capital Management, LLC | 0.08% | No change | 20,200 | $305K |
| Bokf, NA | 0.01% | No change | 20,000 | $304K |
| Franklin Street Advisors Inc. | 0.02% | No change | 20,000 | $302K |
| Hilltop Holdings Inc. | 0.02% | Add +47.3% | 19,300 | $291K |
| Pekin Hardy Strauss, Inc. | 0.03% | No change | 18,000 | $272K |
| US Bancorp \de | 0.00% | Reduce -20.0% | 17,950 | $271K |
| Colonial River Investments, LLC | 0.13% | Reduce -1.3% | 17,625 | $266K |
| Axxcess Wealth Management, LLC | 0.01% | Reduce -1.3% | 17,625 | $266K |
| CoreCommodity Management, LLC | 0.05% | Reduce -78.8% | 17,556 | $265K |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.01% | No change | 17,000 | $257K |
| Fiduciary Group, LLC | 0.03% | New | 16,967 | $256K |
| Diversified Trust Co. | 0.01% | No change | 16,787 | $253K |
| Redhawk Wealth Advisors, Inc. | 0.03% | Add +10.1% | 16,005 | $242K |
| Indie Asset Partners, LLC | 0.18% | New | 15,500 | $234K |
| Cetera Investment Advisers | 0.00% | Reduce -9.7% | 15,284 | $231K |
| Ulland Investment Advisors, LLC | 0.17% | No change | 14,700 | $222K |
| Cullen Investment Group, LTD. | 0.03% | Add +2.6% | 14,525 | $219K |
| Edge Capital Group, LLC | 0.01% | No change | 14,310 | $216K |
| Aft, Forsyth & Company, Inc. | 0.11% | Add +2.5% | 14,290 | $216K |
| BCS Wealth Management | 0.09% | Add +15.1% | 14,130 | $213K |
| Moody National Bank Trust Division | 0.02% | New | 13,989 | $211K |
| ORG Partners LLC | 0.03% | No change | 13,900 | $210K |
| Annandale Capital, LLC | 0.04% | No change | 13,635 | $206K |
| Sterling Capital Management LLC | 0.00% | — | 13,305 | $201K |
| Holderness Investments Co. | 0.04% | No change | 13,150 | $199K |
| Steward Partners Investment Advisory, LLC | 0.00% | Add +15.8% | 13,090 | $198K |
| Choreo, LLC | 0.00% | Add +0.4% | 13,030 | $197K |
| Guardian Wealth Management, Inc. | 0.14% | Add +1.9% | 13,014 | $197K |
| Regions Financial Corp. | 0.00% | No change | 12,200 | $184K |
| Baker Ellis Asset Management LLC | 0.03% | No change | 12,000 | $181K |
| Creative Planning | 0.00% | Reduce -25.7% | 11,857 | $179K |
| U.S. Capital Wealth Advisors, LLC | 0.01% | Add +1.9% | 11,662 | $176K |
| Halpern Financial, Inc. | 0.04% | No change | 11,500 | $174K |
| Hilltop National Bank | 0.05% | Add +1.8% | 11,300 | $171K |
| Linscomb Wealth, Inc. | 0.01% | No change | 11,000 | $166K |
| Jane Street Group, LLC | 0.00% | Reduce -92.4% | 10,783 | $163K |
| Virtus Advisers, LLC | 0.07% | Reduce -10.1% | 10,375 | $157K |
| Financial Advocates Investment Management | 0.01% | No change | 10,140 | $153K |
| Magnolia Capital Advisors LLC | 0.08% | No change | 10,100 | $153K |
| LB Partners LLC | 0.13% | Reduce -91.6% | 10,000 | $151K |
| Ieq Capital, LLC | 0.00% | No change | 10,000 | $151K |
| Harbour Investments, Inc. | 0.00% | Reduce -6.9% | 6,889 | $104K |
| TCTC Holdings, LLC | 0.00% | No change | 6,666 | $101K |
| Arlington Trust Co LLC | 0.02% | No change | 6,250 | $94K |
| Vaughan Nelson Investment Management, L.P. | 0.00% | No change | 5,600 | $85K |
| First Eagle Investment Management, LLC | 0.00% | Add +1.3% | 5,534 | $84K |
| Geneos Wealth Management Inc. | 0.00% | Reduce -13.4% | 5,180 | $78K |
| JPMorgan Chase & Co. | 0.00% | New | 5,000 | $76K |
| International Assets Investment Management, LLC | 0.00% | New | 3,613 | $55K |
| Larson Financial Group LLC | 0.00% | New | 3,589 | $54K |
| Summit Securities Group LLC | 0.03% | Reduce -23.4% | 3,600 | $54K |
| Venturi Wealth Management, LLC | 0.00% | Add +10.7% | 3,100 | $47K |
| Lummis Asset Management, LP | 0.05% | Add +24.0% | 2,995 | $45K |
| Lanark Financial, Inc. | 0.00% | Add +1.2% | 1,974 | $29K |
| NFSG Corp | 0.01% | No change | 1,736 | $26K |
| Bogart Wealth, LLC | 0.00% | Reduce -5.8% | 1,623 | $25K |
| Financial Management Professionals, Inc. | 0.00% | Add +2.6% | 1,315 | $20K |
| Wolff Wiese Magana LLC | 0.01% | No change | 1,000 | $15K |
| Perkins Coie Trust Co | 0.00% | No change | 1,000 | $15K |
| Jones Financial Companies LLLP | 0.00% | No change | 1,000 | $15K |
| CoreCap Advisors, LLC | 0.00% | Add +2.4% | 951 | $14K |
| Cypress Capital Management LLC (WY) | 0.01% | No change | 600 | $9K |
| Earned Wealth Advisors, LLC | 0.00% | New | 500 | $8K |
| Annis Gardner Whiting Capital Advisors, LLC | 0.00% | No change | 500 | $8K |
| Ashton Thomas Securities, LLC | 0.00% | New | 500 | $8K |
| Private Trust Co. NA | 0.00% | No change | 500 | $8K |
| AdvisorNet Financial, Inc | 0.00% | No change | 500 | $8K |
| Parallel Advisors, LLC | 0.00% | Add +2.6% | 353 | $5K |
| FWL Investment Management, LLC | 0.00% | New | 285 | $4K |
| Coppell Advisory Solutions LLC | 0.00% | No change | 250 | $4K |
| Chilton Capital Management LLC | 0.00% | No change | 209 | $3K |
| Jaffetilchin Investment Partners, LLC | 0.00% | New | 200 | $3K |
| Farther Finance Advisors, LLC | 0.00% | No change | 125 | $2K |
| Nvwm, LLC | 0.00% | New | 113 | $2K |
| Clearstead Advisors, LLC | 0.00% | Add +2.1% | 97 | $1K |
| Mather Group, Llc. | 0.00% | Reduce -89.3% | 90 | $1K |
| FMR LLC | 0.00% | Add +1600.0% | 51 | $770 |
| Tejara Capital Ltd | 0.00% | New | 84,005 | $0 |
"% of holder's portfolio" is BSM's weight in each manager's 13F, not the share of Black Stone Minerals LP the manager owns.