Black Stone Minerals LPBSM

13F holders, Q4 2024 (December 31)
181holders +3
16new positions
16sold out
1famous investor
$14.62avg. 13F price*

At the end of Q4 2024, 181 institutions reported holding Black Stone Minerals LP (BSM) in their 13F filings, up 3 from Q3 2024. 16 opened new positions and 16 sold out. The largest holders were William Marsh Rice University ($82.7M), Morgan Stanley ($80.8M) and Bank of America Corp. ($28.4M). 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 Q3 2024 → Q4 2024

InstitutionsTotal Value
New Positions16$13.3M
Exits16$15.6M

All 13F filers, Q3 2024 → Q4 2024: 4,067,007 shares bought and 1,884,637 shares sold, net +2,182,370 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 181 holders

William Marsh Rice University 38.43% No change 5,663,476 $82.7M
Morgan Stanley 0.01% Add +25.9% 5,532,978 $80.8M
Bank of America Corp. 0.00% Reduce -13.4% 1,947,202 $28.4M
Penn Davis McFarland Inc. 2.55% Add +18.1% 1,601,182 $23.4M
Investment Management Associates Inc. 9.84% Add +30.8% 1,544,182 $22.5M
Natixis 0.15% No change 1,477,700 $21.6M
Brown Advisory Inc. 0.02% Reduce -5.0% 897,934 $13.1M
Fiducient Advisors LLC 1.46% No change 811,467 $11.8M
Mudita Advisors LLP 6.24% No change 760,877 $11.1M
UBS Group AG 0.00% Add +178.8% 656,278 $9.6M
Cresset Asset Management, LLC 0.04% Add +500.5% 596,853 $8.7M
Epacria Capital Partners, LLC 7.19% Add +5.4% 578,422 $8.4M
Citigroup Inc. 0.01% Add +22.8% 578,306 $8.4M
Kempner Capital Management Inc. 4.00% No change 498,616 $7.3M
Fayez Sarofim & Co 0.02% No change 490,740 $7.2M
Concorde Financial Corp 4.20% Add +0.5% 483,209 $7.1M
HighTower Advisors, LLC 0.01% Add +1.0% 408,918 $6.0M
Cambridge Investment Research Advisors, Inc. 0.02% Reduce -0.4% 389,253 $5.7M
First Trust Advisors LP 0.00% Reduce -1.9% 356,782 $5.2M
Clarus Group, Inc. 1.73% Reduce -0.3% 333,996 $4.9M
Aptus Capital Advisors, LLC 0.06% New 333,996 $4.9M
Evergreen Capital Management LLC 0.15% Reduce -2.8% 321,220 $4.7M
Northern Trust Corp. 0.00% New 303,314 $4.4M
Raymond James Financial Inc. 0.00% — 288,412 $4.2M
Horizon Kinetics Asset Management LLC 0.05% No change 275,638 $4.0M
Spirit of America Management Corp. 0.72% Reduce -23.0% 244,999 $3.6M
Hill Investment Group Partners, LLC 0.35% No change 177,487 $2.6M
Stifel Financial Corp. 0.00% Reduce -0.9% 172,225 $2.5M
GraniteShares Advisors LLC 1.56% Add +16.2% 169,027 $2.5M
Clark Estates Inc. 0.45% Reduce -10.8% 160,368 $2.3M
LMG Wealth Partners, LLC 0.48% New 150,245 $2.2M
Eagle Global Advisors LLC 0.09% Add +61.9% 149,940 $2.2M
CIBC Private Wealth Group LLC 0.00% Reduce -33.3% 149,470 $2.2M
Board of Trustees of The Leland Stanford Junior University 0.18% No change 147,852 $2.2M
LPL Financial LLC 0.00% Add +13.5% 136,076 $2.0M
McDaniel Terry & Co. 0.15% No change 126,762 $1.9M
Mraz, Amerine & Associates, Inc. 0.32% Reduce -1.5% 123,405 $1.8M
Royal Bank of Canada 0.00% Reduce -2.4% 112,076 $1.6M
Corient Private Wealth LP 0.00% Add +6.5% 106,242 $1.6M
O'Brien Greene & Co. Inc 0.47% No change 100,000 $1.5M
Moors & Cabot, Inc. 0.07% Add +4.8% 97,950 $1.4M
Mercer Global Advisors Inc. 0.00% Reduce -3.0% 95,050 $1.4M
Beacon Pointe Advisors, LLC 0.02% Add +48.9% 93,293 $1.4M
Caldwell Sutter Capital, Inc. 0.63% Add +0.7% 92,490 $1.4M
Howard Financial Services, LTD. 0.18% Reduce -0.1% 91,465 $1.3M
Savant Capital, LLC 0.01% No change 90,742 $1.3M
Anthracite Investment Company, Inc. 0.65% No change 88,104 $1.3M
Wells Fargo & Company 0.00% Add +13.1% 85,726 $1.3M
Rahlfs Capital, LLC 1.22% — 84,267 $1.2M
Zions Bancorporation, N.A. 0.08% No change 82,533 $1.2M
Icon Wealth Advisors, LLC 0.10% Add +0.3% 81,783 $1.2M
Invesco Ltd. 0.00% Reduce -7.7% 81,554 $1.2M
Rwa Wealth Partners, LLC 0.01% No change 78,304 $1.1M
Avenir Corp. 0.11% No change 73,900 $1.1M
Independent Advisor Alliance 0.01% Add +0.6% 73,477 $1.1M
Franklin Resources Inc. 0.00% Reduce -3.6% 72,357 $1.1M
Gruss & Co., LLC 4.43% Add +17.2% 71,016 $1.0M
Cullen/Frost Bankers, Inc. 0.01% Reduce -0.4% 70,859 $1.0M
Sumitomo Mitsui Trust Group, Inc. 0.00% No change 68,000 $993K
Bramshill Investments, LLC 0.15% Reduce -4.4% 64,687 $944K
Quantum Portfolio Management LLC 0.50% Reduce -13.3% 64,013 $935K
Envestnet Asset Management Inc. 0.00% Reduce -1.5% 63,042 $920K
Jefferies Financial Group Inc. 0.01% No change 62,400 $911K
Bahl & Gaynor LLC 0.00% Add +10.8% 61,500 $898K
Welch & Forbes LLC 0.01% No change 58,966 $861K
AlphaCore Capital LLC 0.18% No change 58,550 $855K
Steward Partners Investment Advisory, LLC 0.01% Add +341.5% 57,790 $844K
Fort Sheridan Advisors LLC 0.12% No change 57,471 $839K
Clear Harbor Asset Management, LLC 0.06% No change 52,032 $760K
Ancora Advisors LLC 0.02% Add +0.3% 51,877 $757K
Goldman Sachs Group Inc. 0.00% Add +90.2% 50,799 $742K
Mariner, LLC 0.00% Reduce -5.1% 50,721 $741K
Bristlecone Advisors, LLC 0.05% Add +40.5% 45,551 $665K
Simplex Trading, LLC 0.02% Reduce -7.9% 43,124 $629K
Group One Trading LLC 0.02% Add +25.1% 41,528 $606K
Family Manage LLC 0.09% No change 39,767 $581K
Cadence Bank 0.04% Add +38.6% 38,325 $560K
Barclays PLC 0.00% Reduce -6.3% 37,395 $546K
Osaic Holdings, Inc. 0.00% Reduce -26.9% 36,271 $530K
Chase Investment Counsel Corp. 0.16% No change 34,914 $509K
Wealthedge Investment Advisors, LLC 0.23% — 34,586 $505K
Aristides Capital LLC 0.16% Add +8.4% 34,396 $502K
Virtu Financial LLC 0.03% New 34,374 $502K
Jane Street Group, LLC 0.00% Add +218.7% 34,362 $502K
JFS Wealth Advisors, LLC 0.03% No change 32,747 $478K
Bartlett & Co. Wealth Management LLC 0.01% No change 32,746 $478K
Vident Advisory, LLC 0.01% Add +2.7% 31,738 $463K
Autumn Glory Partners, LLC 0.23% No change 31,600 $461K
Doliver Advisors, LP 0.13% No change 30,943 $452K
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.00% New 28,184 $411K
HRT Financial LP 0.00% Reduce -28.0% 28,031 $409K
Avidian Wealth Enterprises, LLC 0.02% No change 27,500 $402K
Cetera Investment Advisers 0.00% Add +70.3% 26,021 $380K
Cerity Partners OCIO LLC 0.02% Reduce -2.4% 166 $374K
MAS Advisors LLC 0.63% Reduce -12.4% 25,568 $373K
EP Wealth Advisors, LLC 0.00% Reduce -10.9% 24,591 $359K
Alpha Wealth Funds, LLC 0.38% — 25,000 $359K
Flagship Harbor Advisors, LLC 0.02% Add +7.8% 24,378 $356K
Wealth Enhancement Advisory Services, LLC 0.00% Add +16.9% 23,994 $350K
IHT Wealth Management, LLC 0.01% Add +8.8% 23,251 $339K

"% 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 181 holders