BSM · Black Stone Minerals, L.P.

$14.82 +0.23 (+1.58%)

Market Cap

$3.32B

227.42M

Institutional ownership from SEC Form 13F filings. Investment managers with more than $100 million in U.S. equities must disclose their positions every quarter, within 45 days of quarter-end, so the holdings shown can lag the market by up to a quarter.

Quarter:

Holders: 199

Total Value: $635,430,780

Total Shares: 45,485,388

Institutional Ownership Trend

26 quarters

Superinvestors Holding BSM

All superinvestors →

Tweedy Browne $1,166,914

Holder Concentration

Across 199 13F filers · Δ vs Mar 31, 2026

Top Holder

19.6%

+1.0 pts

Top 5

50.8%

+0.3 pts

Top 10

64.8%

+0.1 pts

HHI

744

Broadly held+22

Quarterly Activity

vs Mar 31, 2026

New

Increased

Decreased

Sold Out

Unchanged

Holder count: +4

Institutional value: -5.7%

Shares held: +2.1%

Top Buyers

vs Mar 31, 2026

Institution	Added	Now Holds
Mega MORGAN STANLEY	+627,645	8,899,403
Mega CITADEL ADVISORS LLC	+108,425	211,125
Small Long Corridor Asset Management Ltd	+108,000	880,000
Mega GOLDMAN SACHS GROUP INC	+82,658	189,440
Mega WELLS FARGO & COMPANY/MN	+78,223	491,892

Top Sellers

vs Mar 31, 2026

Institution	Sold	Now Holds
Mega SUSQUEHANNA INTERNATIONAL GROUP, LLP	−240,225	120,575
Mega CITIGROUP INC	−196,813	349,820
Large PEAK6 LLC	−187,370	342,830
Mid Jump Financial, LLC	−146,092	29,600
Small INVESTMENT MANAGEMENT ASSOCIATES INC /ADV	−52,818	1,848,184

Top New Positions

vs Mar 31, 2026

Institution	Acquired	Value (USD)
Mega BlackRock, Inc.	451,042	$6,301,056
Mid Freestone Capital Holdings, LLC	200,000	$2,794,000
Mid Argent Trust Co	123,596	$1,726,636
Mid GSA CAPITAL PARTNERS LLP	73,515	$1,027,004
Large Caption Management, LLC	50,000	$698,500

Top Sold-Out Positions

vs Mar 31, 2026

Institution	Previously Held	Last Value (USD)
Large BAHL & GAYNOR INC	131,500	$1,988,280
Mega Invesco Ltd.	74,014	$1,119,091
Mid SIMPLEX TRADING, LLC	59,237	$895,663
Micro Advocate Investing Services LLC	43,948	$664,493
Mid Ancora Advisors LLC	29,680	$448,761

Filter: New 20 Increased 59 Reduced 48 Sold out 16 Unchanged 72

Showing 100 of 206

All Common Calls Puts

Compact Export CSV

Holder

Value (USD)

% of 13F

MORGAN STANLEY

$124,324,657

19.57%

8,899,403

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
MORGAN STANLEY & CO. LLC	2,175,035	$30,385,238	24.4%	Defined
MORGAN STANLEY CAPITAL SERVICES, LLC	458	$6,398	0.0%	Defined
MORGAN STANLEY SMITH BARNEY LLC	265,484	$3,708,810	3.0%	Defined
Morgan Stanley Strategic Investments, Inc	6,458,326	$90,222,814	72.6%	Defined
Held directly	100	$1,397	0.0%	Defined

William Marsh Rice University

$79,118,759

12.45%

5,663,476

FMR LLC

$63,117,451

9.93%

4,518,071

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Fidelity Management & Research Co LLC	4,518,071	$63,117,451	100.0%	Defined

BANK OF AMERICA CORP /DE/

$29,058,409

4.57%

2,080,058

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
BANK OF AMERICA NA	464,492	$6,488,953	22.3%	Defined
MERRILL LYNCH, PIERCE, FENNER & SMITH INC.	23,575	$329,342	1.1%	Defined
BOFA SECURITIES, INC.	1,591,991	$22,240,114	76.5%	Defined

PENN DAVIS MCFARLAND INC

$27,355,173

4.30%

1,958,137

INVESTMENT MANAGEMENT ASSOCIATES INC /ADV

$25,819,130

4.06%

1,848,184

NATIXIS

$22,071,203

3.47%

1,579,900

AMERIPRISE FINANCIAL INC

$16,504,144

2.60%

1,181,399

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Ameriprise Financial Services, LLC	1,181,399	$16,504,144	100.0%	Defined

Long Corridor Asset Management Ltd

$12,293,600

1.93%

880,000

BROWN ADVISORY INC

$12,163,203

1.91%

870,666

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
BROWN INVESTMENT ADVISORY & TRUST CO	82,512	$1,152,692	9.5%	Defined
Brown Advisory LLC	788,154	$11,010,511	90.5%	Defined

Mudita Advisors LLP

$10,629,451

1.67%

760,877

ING GROEP NV

$10,178,542

1.60%

728,600

Fayez Sarofim & Co

$8,848,095

1.39%

633,364

HighTower Advisors, LLC

$8,806,576

1.39%

630,392

Saber Capital Managment, LLC

$8,618,386

1.36%

616,921

Cresset Asset Management, LLC

$8,413,879

1.32%

602,282

EPACRIA CAPITAL PARTNERS, LLC

$8,112,602

1.28%

580,716

WELLS FARGO & COMPANY/MN

$6,871,730

1.08%

491,892

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC	3,073	$42,929	0.6%	Defined
WELLS FARGO CLEARING SERVICES, LLC	488,819	$6,828,801	99.4%	Defined

BlackRock, Inc.

$6,301,056

0.99%

451,042

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
BLACKROCK FINANCIAL MANAGEMENT INC/DE	451,042	$6,301,056	100.0%	Sole

Cambridge Investment Research Advisors, Inc.

$5,701,576

0.90%

408,130

CITIGROUP INC

$4,886,985

0.77%

349,820

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Citigroup Financial Products Inc. joint	349,820	$4,886,985	100.0%	Defined

Lummis Asset Management, LP

$4,803,486

0.76%

343,843

CHILTON CAPITAL MANAGEMENT LLC

$4,711,564

0.74%

337,263

FIRST TRUST ADVISORS LP

$4,217,570

0.66%

301,902

Forum Financial Management, LP

$4,191,000

0.66%

300,000

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Henry Bragg & Co., LLC	300,000	$4,191,000	100.0%	Other

NORTHERN TRUST CORP

$4,165,351

0.66%

298,164

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
NORTHERN TRUST CO	298,164	$4,165,351	100.0%	Other

PEAK6 LLC

$3,512,058

0.55%

251,400

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
PEAK6 Investments LLC joint	251,400	$3,512,058	100.0%	Defined

GraniteShares Advisors LLC

$2,881,368

0.45%

206,254

UBS Group AG

$2,826,241

0.44%

202,308

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
UBS Financial Services Inc	8,438	$117,878	4.2%	Defined
UBS AG	190,653	$2,663,422	94.2%	Defined
UBS Securities LLC	3,217	$44,941	1.6%	Defined

Freestone Capital Holdings, LLC

$2,794,000

0.44%

200,000

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
FREESTONE CAPITAL MANAGEMENT LLC	200,000	$2,794,000	100.0%	Defined

HRT FINANCIAL LP

$2,745,272

0.43%

196,512

REGIONS FINANCIAL CORP

$2,742,995

0.43%

196,349

EVERGREEN CAPITAL MANAGEMENT LLC

$2,716,745

0.43%

194,470

GOLDMAN SACHS GROUP INC

$2,646,476

0.42%

189,440

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
GOLDMAN SACHS & CO. LLC	189,440	$2,646,476	100.0%	Defined

Hill Investment Group Partners, LLC

$2,479,493

0.39%

177,487

LPL Financial LLC

$2,330,880

0.37%

166,849

RAYMOND JAMES FINANCIAL INC

$2,274,092

0.36%

162,784

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
RAYMOND JAMES & ASSOCIATES	97,194	$1,357,800	59.7%	Defined
Raymond James Financial Services Advisors, Inc.	65,590	$916,292	40.3%	Defined

STIFEL FINANCIAL CORP

$2,204,493

0.35%

157,802

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
STIFEL NICOLAUS & CO INC \MO\	157,802	$2,204,493	100.0%	Defined

HORIZON KINETICS ASSET MANAGEMENT LLC

$2,112,794

0.33%

151,238

Board of Trustees of The Leland Stanford Junior University

$2,065,492

0.33%

147,852

FIDUCIENT ADVISORS LLC

$1,987,050

0.31%

142,237

AlphaCore Capital LLC

$1,939,874

0.31%

138,860

Mraz, Amerine & Associates, Inc.

$1,829,734

0.29%

130,976

Argent Trust Co

$1,726,636

0.27%

123,596

ROYAL BANK OF CANADA

$1,711,100

0.27%

122,484

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
RBC Capital Markets, LLC	109,006	$1,522,813	89.0%	Defined
RBC Dominion Securities Inc.	800	$11,176	0.7%	Defined
RBC Rochdale, LLC	12,678	$177,111	10.4%	Defined

MCDANIEL TERRY & CO

$1,676,218

0.26%

119,987

Rare Wolf Capital LLC

$1,632,995

0.26%

116,893

Americana Partners, LLC

$1,579,266

0.25%

113,047

Beacon Pointe Advisors, LLC

$1,517,323

0.24%

108,613

Ashton Thomas Private Wealth, LLC

$1,469,839

0.23%

105,214

LMG Wealth Partners, LLC

$1,422,481

0.22%

101,824

RAHLFS CAPITAL, LLC

$1,397,866

0.22%

100,062

BOKF, NA

$1,369,060

0.22%

98,000

MERCER GLOBAL ADVISORS INC /ADV

$1,332,304

0.21%

95,369

Corient Private Wealth LLC

$1,311,028

0.21%

93,846

HOWARD FINANCIAL SERVICES, LTD.

$1,291,079

0.20%

92,418

CITADEL ADVISORS LLC

$1,246,473

0.20%

89,225

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Citadel Securities GP LLC	89,225	$1,246,473	100.0%	Defined

Savant Capital, LLC

$1,219,175

0.19%

87,271

PEAK6 LLC

$1,195,832

0.19%

85,600

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
PEAK6 Investments LLC joint	85,600	$1,195,832	100.0%	Defined

Gem Investment Advisors, LLC

$1,182,309

0.19%

84,632

Tweedy, Browne Co LLC

$1,166,914

0.18%

83,530

EXCHANGE TRADED CONCEPTS, LLC

$1,166,914

0.18%

83,530

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Tweedy, Browne Co LLC	83,530	$1,166,914	100.0%	Other

ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/

$1,152,986

0.18%

82,533

Cullen/Frost Bankers, Inc.

$1,069,096

0.17%

76,528

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Frost Bank - FWA	76,528	$1,069,096	100.0%	Defined

CHASE INVESTMENT COUNSEL CORP

$1,055,810

0.17%

75,577

Independent Advisor Alliance

$1,050,124

0.17%

75,170

AVENIR CORP

$1,032,383

0.16%

73,900

GSA CAPITAL PARTNERS LLP

$1,027,004

0.16%

73,515

O'Brien Greene & Co. Inc

$977,900

0.15%

70,000

Gruss & Co., LLC

$957,168

0.15%

68,516

Bramshill Investments, LLC

$956,260

0.15%

68,451

SUSQUEHANNA INTERNATIONAL GROUP, LLP

$909,447

0.14%

65,100

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
SUSQUEHANNA SECURITIES, LLC	65,100	$909,447	100.0%	Other

CITADEL ADVISORS LLC

$881,507

0.14%

63,100

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Citadel Securities GP LLC	63,100	$881,507	100.0%	Defined

Moors & Cabot, Inc.

$854,964

0.13%

61,200

DOLIVER ADVISORS, LP

$835,783

0.13%

59,827

CITADEL ADVISORS LLC

$821,436

0.13%

58,800

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Citadel Securities GP LLC	58,800	$821,436	100.0%	Defined

CALDWELL SUTTER CAPITAL, INC.

$775,195

0.12%

55,490

Icon Wealth Advisors, LLC

$748,289

0.12%

53,564

RWA WEALTH PARTNERS, LLC

$743,245

0.12%

53,203

FRANKLIN RESOURCES INC

$739,320

0.12%

52,922

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
FIDUCIARY TRUST CO INTERNATIONAL	52,922	$739,320	100.0%	Defined

Caption Management, LLC

$698,500

0.11%

50,000

Sumitomo Mitsui Trust Group, Inc.

$698,500

0.11%

50,000

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Amova Asset Management Co., Ltd.	50,000	$698,500	100.0%	Defined

Clear Harbor Asset Management, LLC

$688,818

0.11%

49,307

Aristides Capital LLC

$638,987

0.10%

45,740

Advisory Services Network, LLC

$638,107

0.10%

45,677

JANE STREET GROUP, LLC

$628,650

0.10%

45,000

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Jane Street Capital, LLC	45,000	$628,650	100.0%	Defined

JONES FINANCIAL COMPANIES LLLP

$609,846

0.10%

43,654

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Edward D. Jones & Co., L.P.	43,654	$609,846	100.0%	Sole

Family Manage LLC

$555,544

0.09%

39,767

Cetera Investment Advisers

$553,239

0.09%

39,602

Quantinno Capital Management LP

$547,456

0.09%

39,188

MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.

$546,422

0.09%

39,114

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Global X Management CO LLC joint	39,114	$546,422	100.0%	Defined

Fort Sheridan Advisors LLC

$501,061

0.08%

35,867

Rockefeller Capital Management L.P.

$485,960

0.08%

34,786

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
ROCKEFELLER FINANCIAL LLC	34,786	$485,960	100.0%	Defined

US BANCORP \DE\

$485,806

0.08%

34,775

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
US BANK NATIONAL ASSOCIATION	34,775	$485,806	100.0%	Other

Redhawk Wealth Advisors, Inc.

$478,877

0.08%

34,279

SUSQUEHANNA INTERNATIONAL GROUP, LLP

$477,424

0.08%

34,175

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
SUSQUEHANNA SECURITIES, LLC	34,175	$477,424	100.0%	Other

Mariner, LLC

$471,263

0.07%

33,734

Arax Advisory Partners

$462,770

0.07%

33,126

SPIRIT OF AMERICA MANAGEMENT CORP/NY

$460,996

0.07%

32,999

JFS WEALTH ADVISORS, LLC

$457,475

0.07%

32,747

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
DRW Investments joint	29,949	$418,387	100.0%	Other

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Leap GP LLC joint	29,600	$413,512	100.0%	Defined

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
TRUIST BANK /NC/	20,000	$279,400	75.0%	Defined
Truist Advisory Services, Inc.	6,676	$93,263	25.0%	Defined

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Amplify Investments, LLC	24,605	$343,731	100.0%	Defined

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Jane Street Capital, LLC	21,600	$301,752	100.0%	Defined

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
SUSQUEHANNA SECURITIES, LLC	21,300	$297,561	100.0%	Other

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
MOODY BANCSHARES INC	5,830	$81,445	28.1%	Defined
Held directly	14,907	$208,250	71.9%	Sole

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
PNC Bank, National Association	19,770	$276,186	100.0%	Defined

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
OSAIC WEALTH, INC.	7,038	$98,320	43.6%	Defined
Osaic Advisory Services, LLC	9,100	$127,127	56.4%	Defined

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Avise Financial Cooperative, Inc.	0	$0	0.0%	Other
Held directly	13,100	$183,007	100.0%	Sole

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Virtu Americas LLC	11,598	$162,024	100.0%	Defined

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Hilltop Securities Holdings LLC joint	10,100	$141,097	100.0%	Defined

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
PEAK6 Investments LLC joint	5,830	$81,445	100.0%	Defined

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Natixis Investment Managers, LLC (also a manager on 2 through 13)	4,000	$55,880	100.0%	Defined

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Desjardins Securities inc.	2,132	$29,784	100.0%	Defined

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
BARCLAYS BANK PLC	1,489	$20,801	100.0%	Defined

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
J.P. Morgan Securities LLC	756	$10,561	100.0%	Defined

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Tower Research Capital Investments LLC	145	$2,025	19.7%	Other
Latour Trading LLC (Latour)	592	$8,270	80.3%	Defined

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Russell Investment Management, LLC	15	$209	100.0%	Defined

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Invesco Capital Management LLC	74,014	$1,119,091	100.0%	Defined

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
ANCORA PRIVATE WEALTH ADVISORS, LLC	29,680	$448,761	100.0%	Sole

Key facts CIK 1621434 CUSIP 09225M101 13F (30d) 187 filings 177 filers Visit website Investor relations