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Black Stone Minerals LP (BSM)

CUSIP: 09225M101 | US | Energy · Oil & Gas E&P | Mid Cap | 549 institutional holders

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
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Beneficial Ownership — 13D / 13G

Full history →

5%+ stakes reported outside the quarterly cycle. A 13D is due within five business days of the event below, so these figures lead the holders table until the filer's next 13F catches up to them.

HolderShares% of ClassChangeEvent Datevs 13F
13GMorgan Stanley11,022,5045.2%New 5%+ stakeAug 6, 202637d ahead of 13F (8,899,403 sh) · +2,123,101
13GMorgan Stanley11,022,504
5.2% of class · Aug 6, 2026New 5%+ stake
37d ahead of 13F (8,899,403 sh) · +2,123,101

Institutional Holders — Q3 2026

William Marsh Rice University5,663,476
38.6% of portfolio›$81.1M
Penn Davis Mcfarland Inc1,946,007
2.4% of portfolio›$27.9M
Investment Management Associates Inc1,229,326
3.6% of portfolio›$17.6M
Cambridge Investment Research Advisors, Inc.407,147
0.0% of portfolio›$5.8M
Forum Financial Management, LP300,000
0.1% of portfolio›$4.3M
Citigroup Inc288,755
0.0% of portfolio›$4.1M
GraniteShares Advisors LLC209,494
2.0% of portfolio›$3.0M
Evergreen Capital Management LLC190,208
0.0% of portfolio›$2.7M
AlphaCore Capital LLC138,860
0.0% of portfolio›$2.0M
Mraz, Amerine & Associates, Inc.130,976
0.3% of portfolio›$1.9M
Ashton Thomas Private Wealth, LLC122,777
0.0% of portfolio›$1.8M
Bahl & Gaynor LLC122,500
0.0% of portfolio›$1.8M
Rahlfs Capital, LLC121,562
1.2% of portfolio›$1.7M
Rare Wolf Capital LLC117,169
1.0% of portfolio›$1.7M
LMG Wealth Partners, LLC99,817
0.2% of portfolio›$1.4M
Americana Partners, LLC98,547
0.0% of portfolio›$1.4M
Bokf, NA98,000
0.0% of portfolio›$1.4M
Exchange Traded Concepts, LLC97,175
0.0% of portfolio›$1.4M
Tweedy, Browne Co LLC97,175
0.1% of portfolio›$1.4M
Howard Financial Services, Ltd.92,615
0.1% of portfolio›$1.3M
Gruss & Co., LLC62,611
0.7% of portfolio›$896.6K
Doliver Advisors, LP59,127
0.2% of portfolio›$846.7K
Cullen T Bankers, Inc.49,649
0.0% of portfolio›$711.0K
Clear Harbor Asset Management, LLC49,307
0.0% of portfolio›$706.1K
Redhawk Wealth Advisors, Inc.41,228
0.1% of portfolio›$590.4K
Pekin Hardy Strauss, Inc.39,463
0.0% of portfolio›$565.1K
JFS Wealth Advisors, LLC32,747
0.0% of portfolio›$468.9K
MGO One Seven LLC31,193
0.0% of portfolio›$446.7K
Grandfield & Dodd, LLC30,382
0.0% of portfolio›$435.1K
Ulland Investment Advisors, LLC30,000
0.9% of portfolio›$430.0K
Spirit of America Management Corp29,999
0.1% of portfolio›$429.6K
Commonwealth Equity Services, LLC26,903
0.0% of portfolio›$385.3K
Truist Financial Corp26,676
0.0% of portfolio›$382.0K
Avidian Wealth Enterprises, LLC25,071
0.0% of portfolio›$359.0K
Moody National Bank Trust Division20,737
0.0% of portfolio›$297.0K
Franklin Street Advisors Inc20,000
0.0% of portfolio›$286.4K
Cypress Wealth Services, LLC19,662
0.0% of portfolio›$288.6K
Eagle Global Advisors LLC18,304
0.0% of portfolio›$262.1K
Concurrent Investment Advisors, LLC17,927
0.0% of portfolio›$256.7K
Colonial River Investments, LLC17,685
0.1% of portfolio›$253.2K
Cullen Investment Group, Ltd.17,464
0.0% of portfolio›$259.2K
Arrow Investment Advisors, LLC17,184
0.2% of portfolio›$246.1K
HUB Investment Partners, LLC16,389
0.0% of portfolio›$234.7K
Wealth Enhancement Advisory Services, LLC15,891
0.0% of portfolio›$234.4K
Flagship Harbor Advisors, LLC15,466
0.0% of portfolio›$221.5K
Welch & Forbes LLC14,700
0.0% of portfolio›$210.5K
Ascentis Wealth Management, LLC14,238
0.0% of portfolio›$203.9K
Oppenheimer & Co Inc13,992
0.0% of portfolio›$200.4K
Choreo, LLC13,450
0.0% of portfolio›$192.6K
Creative Planning13,153
0.0% of portfolio›$188.4K
Beverly Hills Private Wealth, LLC13,100
0.0% of portfolio›$187.6K
Kestra Advisory Services, LLC12,987
0.0% of portfolio›$186.0K
Azzad Asset Management Inc12,676
0.0% of portfolio›$181.5K
Murphy, Middleton, Hinkle & Parker, Inc.11,337
0.1% of portfolio›$162.3K
Guardian Wealth Management, Inc.11,333
0.1% of portfolio›$162.3K
WMG Financial Advisors, LLC10,250
0.1% of portfolio›$143.2K
Turtle Creek Wealth Advisors, LLC10,000
0.0% of portfolio›$143.2K
Abel Hall, LLC10,000
0.0% of portfolio›$143.2K
Nfsg Corp3,698
0.0% of portfolio›$53.0K
Farther Finance Advisors, LLC2,325
0.0% of portfolio›$33.3K
Kelleher Financial Advisors1,873
0.0% of portfolio›$26.8K
Next Level Wealth Planning, LLC1,718
0.0% of portfolio›$24.6K
Financial Management Professionals, Inc.1,580
0.0% of portfolio›$22.6K
Lanark Financial, Inc.1,533
0.0% of portfolio›$22.0K
First Bancorp, Inc1,000
0.0% of portfolio›$14.3K
Wolff Wiese Magana LLC1,000
0.0% of portfolio›$14.3K
Hilltop National Bank1,000
0.0% of portfolio›$14.3K
Signaturefd, LLC942
0.0% of portfolio›$13.5K
Private Trust Co NA500
0.0% of portfolio›$7.2K
Assetmark, Inc464
0.0% of portfolio›$6.6K
Parallel Advisors, LLC381
0.0% of portfolio›$5.5K
Ascentis Independent Advisors345
0.0% of portfolio›$4.9K
Chilton Capital Management LLC209
0.0% of portfolio›$3.0K
Triumph Capital Management100
0.0% of portfolio›$1.4K
Mather Group, Llc.90
0.0% of portfolio›$1.3K
CoreCap Advisors, LLC60
0.0% of portfolio›$859
StyleTurnoverLocationFiled
William Marsh Rice University
5,663,476$81.1M38.6%ETFVery LowHouston, TX2026-10-22
Penn Davis Mcfarland Inc
1,946,007$27.9M2.4%ValueLowDallas, TX2026-10-23
Investment Management Associates Inc
1,229,326$17.6M3.6%Deep ValueMediumGreenwood Village, CO2026-10-29
Cambridge Investment Research Advisors, Inc.
407,147$5.8M0.0%ETFLowFairfield, IA2026-11-02
Forum Financial Management, LP
300,000$4.3M0.1%ETFLowLombard, IL2026-10-16
Citigroup Inc
288,755$4.1M0.0%CoreMediumNew York, NY2026-11-04
GraniteShares Advisors LLC
209,494$3.0M2.0%YieldMediumNew York, NY2026-10-29
Evergreen Capital Management LLC
190,208$2.7M0.0%GARPMediumBellevue, WA2026-10-23
AlphaCore Capital LLC
138,860$2.0M0.0%ETFLowLa Jolla, CA2026-11-04
Mraz, Amerine & Associates, Inc.
130,976$1.9M0.3%Deep ValueLowModesto, CA2026-10-30
Ashton Thomas Private Wealth, LLC
122,777$1.8M0.0%CoreMediumScottsdale, AZ2026-11-03
Bahl & Gaynor LLC
122,500$1.8M0.0%CoreLowCincinnati, OH2026-11-05
Rahlfs Capital, LLC
121,562$1.7M1.2%CoreLowLake Kiowa, TX2026-10-23
Rare Wolf Capital LLC
117,169$1.7M1.0%CoreMediumBellevue, WA2026-10-20
LMG Wealth Partners, LLC
99,817$1.4M0.2%ValueVery LowShreveport, LA2026-11-05
Americana Partners, LLC
98,547$1.4M0.0%CoreMediumHouston, TX2026-10-28
Bokf, NA
98,000$1.4M0.0%CoreLowTulsa, OK2026-10-27
Exchange Traded Concepts, LLC
97,175$1.4M0.0%GrowthMediumOklahoma City, OK2026-10-28
Tweedy, Browne Co LLC
97,175$1.4M0.1%Deep ValueLowStamford, CT2026-11-04
Howard Financial Services, Ltd.
92,615$1.3M0.1%ETFLowDallas, TX2026-10-15
Gruss & Co., LLC
62,611$896.6K0.7%GrowthMediumWest Palm Beach, FL2026-11-02
Doliver Advisors, LP
59,127$846.7K0.2%GARPLowHouston, TX2026-10-01
Cullen T Bankers, Inc.
49,649$711.0K0.0%GrowthLowSan Antonio, TX2026-10-28
Clear Harbor Asset Management, LLC
49,307$706.1K0.0%CoreLowStamford, CT2026-11-05
Redhawk Wealth Advisors, Inc.
41,228$590.4K0.1%ETFHighMinneapolis, MN2026-10-14
Pekin Hardy Strauss, Inc.
39,463$565.1K0.0%ValueMediumChicago, IL2026-11-02
JFS Wealth Advisors, LLC
32,747$468.9K0.0%ETFVery LowHermitage, PA2026-11-03
MGO One Seven LLC
31,193$446.7K0.0%GrowthLowBeachwood, OH2026-10-28
Grandfield & Dodd, LLC
30,382$435.1K0.0%CoreVery LowNew York, NY2026-10-29
Ulland Investment Advisors, LLC
30,000$430.0K0.9%GrowthVery LowMinneapolis, MN2026-10-13
Spirit of America Management Corp
29,999$429.6K0.1%GARPLowSyosset, NY2026-10-14
Commonwealth Equity Services, LLC
26,903$385.3K0.0%ETFLowWaltham, MA2026-11-02
Truist Financial Corp
26,676$382.0K0.0%CoreLowCharlotte, NC2026-10-30
Avidian Wealth Enterprises, LLC
25,071$359.0K0.0%ETFLowHouston, TX2026-10-08
Moody National Bank Trust Division
20,737$297.0K0.0%CoreMediumGalveston, TX2026-10-06
Franklin Street Advisors Inc
20,000$286.4K0.0%GrowthMediumChapel Hill, NC2026-10-13
Cypress Wealth Services, LLC
19,662$288.6K0.0%ETFLowPalm Desert, CA2026-10-21
Eagle Global Advisors LLC
18,304$262.1K0.0%CoreLowHouston, TX2026-11-02
Concurrent Investment Advisors, LLC
17,927$256.7K0.0%GrowthMediumTampa, FL2026-10-16
Colonial River Investments, LLC
17,685$253.2K0.1%GrowthMediumMidlothian, VA2026-10-19
Cullen Investment Group, Ltd.
17,464$259.2K0.0%CoreLowLafayette, LA2026-10-13
Arrow Investment Advisors, LLC
17,184$246.1K0.2%Agg GrowthMediumLaurel, MD2026-11-02
HUB Investment Partners, LLC
16,389$234.7K0.0%GrowthLowAustin, TX2026-11-03
Wealth Enhancement Advisory Services, LLC
15,891$234.4K0.0%CoreLowPlymouth, MN2026-10-13
Flagship Harbor Advisors, LLC
15,466$221.5K0.0%ETFMediumBoston, MA2026-10-26
Welch & Forbes LLC
14,700$210.5K0.0%CoreVery LowBoston, MA2026-11-04
Ascentis Wealth Management, LLC
14,238$203.9K0.0%Agg GrowthLowDallas, TX2026-11-03
Oppenheimer & Co Inc
13,992$200.4K0.0%CoreLowNew York, NY2026-10-26
Choreo, LLC
13,450$192.6K0.0%IndexLowRockford, IL2026-10-28
Creative Planning
13,153$188.4K0.0%IndexVery LowOverland Park, KS2026-11-02
Beverly Hills Private Wealth, LLC
13,100$187.6K0.0%ValueMediumBeverly Hills, CA2026-11-04
Kestra Advisory Services, LLC
12,987$186.0K0.0%CoreLowAustin, TX2026-11-02
Azzad Asset Management Inc
12,676$181.5K0.0%GrowthMediumFalls Church, VA2026-11-04
Murphy, Middleton, Hinkle & Parker, Inc.
11,337$162.3K0.1%CoreVery HighThomasville, GA2026-10-15
Guardian Wealth Management, Inc.
11,333$162.3K0.1%GARPMediumPeoria, IL2026-10-30
WMG Financial Advisors, LLC
10,250$143.2K0.1%ETFLowKnoxville, TN2026-10-28
Turtle Creek Wealth Advisors, LLC
10,000$143.2K0.0%GrowthLowDallas, TX2026-10-15
Abel Hall, LLC
10,000$143.2K0.0%CoreMediumBaton Rouge, LA2026-10-19
Nfsg Corp
3,698$53.0K0.0%Agg GrowthMediumBoca Raton, FL2026-10-15
Farther Finance Advisors, LLC
2,325$33.3K0.0%IndexLowSan Francisco, CA2026-10-08
Kelleher Financial Advisors
1,873$26.8K0.0%CoreMediumNew York, NY2026-10-30
Next Level Wealth Planning, LLC
1,718$24.6K0.0%ETFVery LowMeridian, ID2026-10-29
Financial Management Professionals, Inc.
1,580$22.6K0.0%ETFMediumAustin, TX2026-10-23
Lanark Financial, Inc.
1,533$22.0K0.0%CoreMediumBirmingham, AL2026-10-26
First Bancorp, Inc
1,000$14.3K0.0%ValueVery LowDamariscotta, ME2026-10-26
Wolff Wiese Magana LLC
1,000$14.3K0.0%GrowthLowCarslbad, CA2026-10-15
Hilltop National Bank
1,000$14.3K0.0%CoreLowCasper, WY2026-10-14
Signaturefd, LLC
942$13.5K0.0%IndexLowAtlanta, GA2026-10-23
Private Trust Co NA
500$7.2K0.0%CoreLowCleveland, OH2026-10-20
Assetmark, Inc
464$6.6K0.0%ETFLowConcord, CA2026-10-21
Parallel Advisors, LLC
381$5.5K0.0%IndexLowSan Francisco, CA2026-11-03
Ascentis Independent Advisors
345$4.9K0.0%ETFLowDallas, TX2026-11-03
Chilton Capital Management LLC
209$3.0K0.0%GrowthMediumHouston, TX2026-10-28
Triumph Capital Management
100$1.4K0.0%ETFMediumDenver, CO2026-10-14
Mather Group, Llc.
90$1.3K0.0%ETFMediumChicago, IL2026-10-14
CoreCap Advisors, LLC
60$8590.0%ETFMediumSouthfield, MI2026-10-08