Black Stone Minerals LPBSM

13F holders, Q1 2025 (March 31)
177holders −4
17new positions
22sold out
1famous investor
$15.26avg. 13F price*

At the end of Q1 2025, 177 institutions reported holding Black Stone Minerals LP (BSM) in their 13F filings, down 4 from Q4 2024. 17 opened new positions and 22 sold out. The largest holders were William Marsh Rice University ($86.5M), Morgan Stanley ($62.7M) and Bank of America Corp. ($38.6M). 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 Q4 2024 → Q1 2025

InstitutionsTotal Value
New Positions17$4.0M
Exits22$13.3M

All 13F filers, Q4 2024 → Q1 2025: 3,651,103 shares bought and 3,239,395 shares sold, net +411,708 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 177 holders

William Marsh Rice University 36.51% No change 5,663,476 $86.5M
Morgan Stanley 0.00% Reduce -25.8% 4,107,867 $62.7M
Bank of America Corp. 0.00% Add +29.7% 2,526,258 $38.6M
Penn Davis McFarland Inc. 3.37% Add +16.3% 1,861,741 $28.4M
Investment Management Associates Inc. 9.59% Reduce -0.6% 1,535,334 $23.4M
Natixis 0.13% No change 1,477,700 $22.5M
UBS Group AG 0.00% Add +47.9% 970,505 $14.8M
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.03% Add +3141.2% 913,495 $13.9M
Brown Advisory Inc. 0.02% Reduce -0.1% 896,934 $13.7M
Mudita Advisors LLP 5.87% No change 760,877 $11.6M
Fiducient Advisors LLC 1.42% Reduce -8.1% 745,423 $11.4M
Concorde Financial Corp 5.08% Add +24.9% 603,374 $9.2M
Cresset Asset Management, LLC 0.05% No change 596,853 $9.1M
Epacria Capital Partners, LLC 7.23% No change 578,422 $8.8M
Kempner Capital Management Inc. 4.29% No change 498,616 $7.6M
Fayez Sarofim & Co 0.02% No change 490,740 $7.5M
HighTower Advisors, LLC 0.01% Reduce -1.5% 402,901 $6.2M
Cambridge Investment Research Advisors, Inc. 0.02% Add +1.7% 395,880 $6.0M
Regions Financial Corp. 0.04% Add +3100.8% 390,499 $6.0M
First Trust Advisors LP 0.01% Add +5.5% 376,503 $5.7M
Clarus Group, Inc. 1.98% No change 333,996 $5.1M
Lummis Asset Management, LP 3.34% Add +11269.4% 340,513 $4.8M
Northern Trust Corp. 0.00% Reduce -0.1% 303,164 $4.6M
Horizon Kinetics Asset Management LLC 0.05% Reduce -2.5% 268,638 $4.1M
Evergreen Capital Management LLC 0.13% Reduce -18.1% 263,100 $4.0M
Raymond James Financial Inc. 0.00% Reduce -14.3% 247,070 $3.8M
Spirit of America Management Corp. 0.68% Reduce -10.6% 218,999 $3.3M
GraniteShares Advisors LLC 1.75% Add +6.5% 179,927 $2.7M
Hill Investment Group Partners, LLC 0.37% No change 177,487 $2.7M
Stifel Financial Corp. 0.00% Reduce -0.2% 171,925 $2.6M
Citigroup Inc. 0.00% Reduce -71.3% 165,986 $2.5M
LMG Wealth Partners, LLC 0.51% No change 150,245 $2.3M
Board of Trustees of The Leland Stanford Junior University 0.19% No change 147,852 $2.3M
LPL Financial LLC 0.00% Add +8.4% 147,506 $2.3M
Citadel Advisors 0.00% Add +3425.7% 137,151 $2.1M
CIBC Private Wealth Group LLC 0.00% Add +4.4% 156,070 $2.0M
Mraz, Amerine & Associates, Inc. 0.32% Reduce -0.1% 123,260 $1.9M
McDaniel Terry & Co. 0.16% Reduce -5.3% 119,987 $1.8M
Royal Bank of Canada 0.00% Add +7.0% 119,894 $1.8M
JPMorgan Chase & Co. 0.00% Add +490.2% 116,354 $1.8M
Corient Private Wealth LP 0.00% Add +9.4% 116,199 $1.8M
Tidal Investments LLC 0.01% New 107,120 $1.6M
O'Brien Greene & Co. Inc 0.51% No change 100,000 $1.5M
Beacon Pointe Advisors, LLC 0.02% Add +7.0% 99,778 $1.5M
Mercer Global Advisors Inc. 0.00% Reduce -0.2% 94,864 $1.4M
Howard Financial Services, LTD. 0.19% Add +0.2% 91,662 $1.4M
Savant Capital, LLC 0.01% No change 90,742 $1.4M
Wells Fargo & Company 0.00% Add +4.4% 89,526 $1.4M
Eagle Global Advisors LLC 0.06% Reduce -40.6% 89,122 $1.4M
Anthracite Investment Company, Inc. 0.84% No change 88,104 $1.3M
Invesco Ltd. 0.00% Add +4.8% 85,450 $1.3M
Rahlfs Capital, LLC 1.29% No change 84,267 $1.3M
Zions Bancorporation, National Association 0.08% — 82,533 $1.3M
Icon Wealth Advisors, LLC 0.10% Add +0.3% 82,036 $1.3M
AlphaCore Capital LLC 0.10% Add +34.9% 78,980 $1.2M
Avenir Corp. 0.12% No change 73,900 $1.1M
Independent Advisor Alliance 0.04% Add +0.0% 73,487 $1.1M
Cetera Investment Advisers 0.00% Add +179.8% 72,803 $1.1M
Franklin Resources Inc. 0.00% No change 72,357 $1.1M
Gruss & Co., LLC 4.73% No change 71,016 $1.1M
Sumitomo Mitsui Trust Group, Inc. 0.00% No change 68,000 $1.0M
Cullen/Frost Bankers, Inc. 0.01% Reduce -4.9% 67,359 $1.0M
Bramshill Investments, LLC 0.10% Add +0.1% 64,734 $988K
Jefferies Financial Group Inc. 0.02% No change 62,400 $953K
Moors & Cabot, Inc. 0.05% Reduce -36.6% 62,100 $948K
Bahl & Gaynor LLC 0.00% No change 61,500 $939K
Welch & Forbes LLC 0.01% No change 58,966 $900K
Rwa Wealth Partners, LLC 0.01% Reduce -24.8% 58,873 $899K
Envestnet Asset Management Inc. 0.00% Reduce -7.9% 58,036 $886K
Caldwell Sutter Capital, Inc. 0.41% Reduce -39.7% 55,790 $852K
Fort Sheridan Advisors LLC 0.13% Reduce -3.1% 55,671 $850K
Clear Harbor Asset Management, LLC 0.06% No change 52,032 $795K
CoreCommodity Management, LLC 0.13% Add +159.7% 51,381 $785K
Mariner, LLC 0.00% Reduce -2.6% 49,380 $754K
Bristlecone Advisors, LLC 0.06% Add +8.3% 49,347 $754K
Ancora Advisors LLC 0.02% Reduce -11.1% 46,138 $705K
Osaic Holdings, Inc. 0.00% Add +15.7% 41,965 $641K
Family Manage LLC 0.10% No change 39,767 $607K
Cadence Bank 0.04% Add +1.9% 39,034 $596K
Jane Street Group, LLC 0.00% Add +9.0% 37,458 $572K
Chase Investment Counsel Corp. 0.20% No change 34,914 $533K
State of Wyoming 0.07% Add +370.4% 34,491 $527K
Aristides Capital LLC 0.20% No change 34,396 $525K
Commonwealth Equity Services, LLC 0.00% Add +77.4% 33,616 $513K
JFS Wealth Advisors, LLC 0.03% No change 32,747 $500K
Bartlett & Co. Wealth Management LLC 0.01% No change 32,746 $500K
Doliver Advisors, LP 0.14% Add +2.6% 31,734 $485K
Autumn Glory Partners, LLC 0.24% No change 31,600 $483K
Vident Advisory, LLC 0.01% Reduce -4.0% 30,452 $465K
Krane Funds Advisors LLC 0.01% New 29,230 $446K
Avidian Wealth Enterprises, LLC 0.02% Add +5.5% 29,000 $443K
Steward Partners Investment Advisory, LLC 0.00% Reduce -52.7% 27,340 $417K
Flagship Harbor Advisors, LLC 0.02% Add +6.6% 25,980 $397K
MAS Advisors LLC 0.59% Reduce -1.7% 25,135 $384K
Susquehanna International Group, LLP 0.00% New 24,181 $369K
Cerity Partners OCIO LLC 0.02% Reduce -2.4% 162 $368K
Truist Financial Corp. 0.00% No change 22,288 $340K
U.S. Capital Wealth Advisors, LLC 0.01% Add +83.3% 21,769 $332K
IHT Wealth Management, LLC 0.01% Reduce -7.6% 21,494 $328K
Cypress Wealth Services, LLC 0.07% No change 21,437 $327K
Sunbelt Securities, Inc. 0.03% Add +0.3% 21,366 $326K
Fiduciary Group, LLC 0.03% Add +7.1% 21,218 $324K
Waterloo Capital, L.P. 0.03% No change 21,000 $321K
F&V Capital Management, LLC 0.08% No change 20,200 $308K
Bokf, NA 0.01% No change 20,000 $305K
Franklin Street Advisors Inc. 0.02% No change 20,000 $305K
Colonial River Investments, LLC 0.17% Add +1.2% 19,650 $300K
Axxcess Wealth Management, LLC 0.01% Add +1.2% 19,650 $300K
Moody National Bank Trust Division 0.03% No change 18,913 $289K
Pekin Hardy Strauss, Inc. 0.03% No change 18,000 $275K
US Bancorp \de 0.00% No change 17,950 $274K
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0.01% No change 17,000 $260K
Diversified Trust Co. 0.01% No change 16,787 $256K
Advisory Services Network, LLC 0.00% New 15,725 $240K
Indie Asset Partners, LLC 0.21% No change 15,700 $240K
Virtus Advisers, LLC 0.15% Add +29.1% 15,285 $233K
Cullen Investment Group, LTD. 0.04% Add +2.5% 15,254 $233K
Van Hulzen Asset Management, LLC 0.02% New 15,000 $229K
MAI Capital Management 0.00% Reduce -6.5% 14,985 $229K
BCS Wealth Management 0.06% Add +2.3% 14,785 $226K
Nicholson Meyer Capital Management, Inc. 0.21% — 14,687 $224K
LongView Wealth Management 0.07% Reduce -8.1% 14,568 $222K
First Eagle Investment Management, LLC 0.00% Add +154.8% 14,564 $222K
Annandale Capital, LLC 0.04% No change 14,382 $220K
SCS Capital Management LLC 0.00% New 14,310 $219K
Ascentis Wealth Management, LLC 0.07% New 14,238 $218K
Alpha Wealth Funds, LLC 0.23% Reduce -44.0% 14,000 $214K
Belpointe Asset Management LLC 0.01% New 13,863 $212K
Creative Planning 0.00% Add +12.9% 13,415 $205K
Sterling Capital Management LLC 0.00% No change 13,305 $203K
Choreo, LLC 0.00% Add +0.3% 13,065 $200K
Hilltop Holdings Inc. 0.01% Reduce -1.5% 12,900 $197K
Guardian Wealth Management, Inc. 0.12% Add +14.8% 12,010 $183K
Baker Ellis Asset Management LLC 0.03% No change 12,000 $183K
EP Wealth Advisors, LLC 0.00% Reduce -53.5% 11,437 $175K
Kestra Advisory Services, LLC 0.00% Add +2.4% 11,325 $173K
Kiker Wealth Management, LLC 0.11% New 10,750 $164K
Virtus Investment Advisers, LLC 0.05% New 10,707 $163K
LB Partners LLC 0.11% No change 10,000 $153K
Magnolia Capital Advisors LLC 0.04% No change 10,000 $153K
Exchange Traded Concepts, LLC 0.00% Add +1258.8% 7,623 $116K
TCTC Holdings, LLC 0.00% No change 6,666 $102K
Arlington Trust Co LLC 0.02% No change 6,250 $95K
Vaughan Nelson Investment Management, L.P. 0.00% No change 5,600 $86K
Geneos Wealth Management Inc. 0.00% No change 5,180 $79K
Jones Financial Companies LLLP 0.00% Add +52.0% 3,040 $46K
North Capital, Inc. 0.04% — 3,000 $46K
Arax Advisory Partners 0.00% New 2,242 $34K
Barclays PLC 0.00% Reduce -94.2% 2,183 $33K
Lanark Financial, Inc. 0.00% — 2,025 $30K
PNC Financial Services Group, Inc. 0.00% New 1,900 $29K
NFSG Corp 0.01% No change 1,736 $27K
SVB Wealth LLC 0.00% New 1,658 $25K
Bogart Wealth, LLC 0.00% No change 1,623 $25K
Wealth Preservation Advisors, LLC 0.02% — 1,492 $23K
Farther Finance Advisors, LLC 0.00% Add +1080.0% 1,475 $23K
Financial Management Professionals, Inc. 0.00% Add +2.5% 1,381 $21K
IFP Advisors, Inc 0.00% Add +2.5% 1,025 $16K
Wolff Wiese Magana LLC 0.01% No change 1,000 $15K
Aventura Private Wealth, LLC 0.01% No change 1,000 $15K
CoreCap Advisors, LLC 0.00% Add +2.4% 996 $15K
Cypress Capital Management LLC (WY) 0.01% No change 600 $9K
BlackRock, Inc. 0.00% New 600 $9K
Cwm, LLC 0.00% Add +228.1% 538 $8K
Golden State Wealth Management, LLC 0.00% New 515 $8K
Summit Securities Group LLC 0.01% Reduce -89.8% 500 $8K
Annis Gardner Whiting Capital Advisors, LLC 0.00% No change 500 $8K
Private Trust Co. NA 0.00% No change 500 $8K
Parallel Advisors, LLC 0.00% Add +2.8% 371 $6K
Thurston, Springer, Miller, Herd & Titak, Inc. 0.00% New 300 $5K
FWL Investment Management, LLC 0.00% No change 285 $4K
Chilton Capital Management LLC 0.00% No change 209 $3K
Clearstead Advisors, LLC 0.00% Add +3.0% 102 $2K
Tower Research Capital LLC (TRC) 0.00% Reduce -44.9% 92 $1K
Mather Group, Llc. 0.00% No change 90 $1K
Brooklyn Investment Group 0.00% Reduce -15.0% 51 $779
Hazlett, Burt & Watson, Inc. 0.00% New 14 $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.