Black Stone Minerals, L.P. - Common Units (BSM)
CUSIP: 09225M101
Q2 2023 13F Holders as of 30 Jun 2023
- Type / Class
- Equity / Common Units
- Total 13F shares
- 29,504,568
- Share change
- -694,493
- Total reported value
- $470,584,620
- Put/Call ratio
- 38%
- Price per share
- $15.95
- Number of holders
- 170
- Value change
- -$10,975,856
- Number of buys
- 72
- Number of sells
- 61
Quarterly Holders Quick Answers
What is CUSIP 09225M101?
CUSIP 09225M101 identifies BSM - Black Stone Minerals, L.P. - Common Units in SEC institutional holdings data.
Need full ownership history?
Open the full security ownership history page.
Related Filing Research
- Latest 13F filings for newly reported positions.
- Latest Schedule 13D/13G reports for ownership changes outside 13F cadence.
- Latest 10-Q/10-K reports for financial context tied to this issuer.
- Recent insider transactions for executive and insider activity.
- SEC investors directory and top value investors for manager drilldown.
- Back to full security ownership history.
Explore More Reporting Periods
Jump to adjacent filing periods for faster comparison and easier crawl discovery.
Recent filing periods for CUSIP 09225M101:
Top shareholders of BSM - Black Stone Minerals, L.P. - Common Units (13F + 13D/G + 3/4/5)
Grouped by holder across the latest SEC ownership disclosures. Ownership % is shown only when it is directly reported or safely comparable across share classes.
Methodology: rows are grouped by holder and ranked by the holder's primary source value. — indicates unavailable or non-comparable values; "mixed-class rows" means the latest filing spans non-comparable classes.
| Holder | Source | Role / Reporting | Ownership % | Shares | Holdings Value | 12M Net Δ | As of | Details |
|---|---|---|---|---|---|---|---|---|
| William Marsh Rice University |
13F
|
Company |
—
class O/S missing
|
5,663,476
|
$88,859,938 | — | 31 Mar 2023 | |
| MORGAN STANLEY |
13F
|
Company |
—
class O/S missing
|
4,600,270
|
$72,178,237 | — | 31 Mar 2023 | |
| CIBC Private Wealth Group LLC |
13F
|
Company |
—
class O/S missing
|
1,585,570
|
$24,877,593 | — | 31 Mar 2023 | |
| PENN DAVIS MCFARLAND INC |
13F
|
Company |
—
class O/S missing
|
1,553,088
|
$24,367,951 | — | 31 Mar 2023 | |
| INVESTMENT MANAGEMENT ASSOCIATES INC /ADV |
13F
|
Company |
—
class O/S missing
|
1,026,248
|
$16,101,836 | — | 31 Mar 2023 | |
| BROWN ADVISORY INC |
13F
|
Company |
—
class O/S missing
|
982,922
|
$15,422,046 | — | 31 Mar 2023 | |
| Mudita Advisors LLP |
13F
|
Company |
—
class O/S missing
|
801,573
|
$12,576,680 | — | 31 Mar 2023 | |
| EPACRIA CAPITAL PARTNERS, LLC |
13F
|
Company |
—
class O/S missing
|
720,176
|
$11,299,561 | — | 31 Mar 2023 | |
| NATIXIS |
13F
|
Company |
—
class O/S missing
|
704,800
|
$11,058,312 | — | 31 Mar 2023 | |
| BANK OF AMERICA CORP /DE/ |
13F
|
Company |
—
class O/S missing
|
687,529
|
$10,787,330 | — | 31 Mar 2023 | |
| Mayo Clinic |
13F
|
Company |
—
class O/S missing
|
643,617
|
$10,098,351 | — | 31 Mar 2023 | |
| Jeffrey P. Wood |
3/4/5
|
President, CFO |
—
class O/S missing
|
589,109
|
$9,455,199 | — | 22 Feb 2023 | |
| Pine Valley Investments Ltd Liability Co |
13F
|
Company |
—
class O/S missing
|
551,386
|
$8,800,121 | — | 31 Mar 2023 | |
| Ion Asset Management Ltd. |
13F
|
Company |
—
class O/S missing
|
509,615
|
$7,996,000 | — | 31 Mar 2023 | |
| KEMPNER CAPITAL MANAGEMENT INC. |
13F
|
Company |
—
class O/S missing
|
498,616
|
$7,823,000 | — | 31 Mar 2023 | |
| FAYEZ SAROFIM & CO |
13F
|
Company |
—
class O/S missing
|
490,740
|
$7,699,711 | — | 31 Mar 2023 | |
| SPIRIT OF AMERICA MANAGEMENT CORP/NY |
13F
|
Company |
—
class O/S missing
|
480,249
|
$7,535,107 | — | 31 Mar 2023 | |
| Cambridge Investment Research Advisors, Inc. |
13F
|
Company |
—
class O/S missing
|
401,073
|
$6,293,000 | — | 31 Mar 2023 | |
| Clarus Group, Inc. |
13F
|
Company |
—
class O/S missing
|
334,596
|
$5,249,811 | — | 31 Mar 2023 | |
| Concorde Financial Corp |
13F
|
Company |
—
class O/S missing
|
315,511
|
$4,950,365 | — | 31 Mar 2023 | |
| RAYMOND JAMES & ASSOCIATES |
13F
|
Company |
—
class O/S missing
|
314,276
|
$4,930,987 | — | 31 Mar 2023 | |
| FIRST TRUST ADVISORS LP |
13F
|
Company |
—
class O/S missing
|
300,857
|
$4,720,446 | — | 31 Mar 2023 | |
| ING GROEP NV |
13F
|
Company |
—
class O/S missing
|
255,200
|
$4,004,088 | — | 31 Mar 2023 | |
| HighTower Advisors, LLC |
13F
|
Company |
—
class O/S missing
|
251,035
|
$3,944,000 | — | 31 Mar 2023 | |
| HighTower Trust Company, N.A. |
13F
|
Company |
—
class O/S missing
|
254,536
|
$3,670,410 | — | 31 Mar 2023 | |
| DIFESA CAPITAL MANAGEMENT, LP |
13F
|
Company |
—
class O/S missing
|
221,250
|
$3,471,413 | — | 31 Mar 2023 | |
| CLARK ESTATES INC/NY |
13F
|
Company |
—
class O/S missing
|
200,000
|
$3,138,000 | — | 31 Mar 2023 | |
| HRT FINANCIAL LP |
13F
|
Company |
—
class O/S missing
|
191,331
|
$3,001,000 | — | 31 Mar 2023 | |
| Orchard Capital Management, LLC |
13F
|
Company |
—
class O/S missing
|
191,156
|
$2,999,238 | — | 31 Mar 2023 | |
| Hill Investment Group Partners, LLC |
13F
|
Company |
—
class O/S missing
|
177,487
|
$2,784,771 | — | 31 Mar 2023 | |
| ROYAL BANK OF CANADA |
13F
|
Company |
—
class O/S missing
|
172,653
|
$2,709,000 | — | 31 Mar 2023 | |
| HORIZON KINETICS ASSET MANAGEMENT LLC |
13F
|
Company |
—
class O/S missing
|
162,938
|
$2,556,497 | — | 31 Mar 2023 | |
| MACQUARIE GROUP LTD |
13F
|
Company |
—
class O/S missing
|
162,651
|
$2,552,000 | — | 31 Mar 2023 | |
| Raymond James Financial Services Advisors, Inc. |
13F
|
Company |
—
class O/S missing
|
151,841
|
$2,382,378 | — | 31 Mar 2023 | |
| Allison K. Thacker |
3/4/5
|
Director |
—
class O/S missing
|
147,656
|
$2,369,879 | — | 11 Jan 2023 | |
| Board of Trustees of The Leland Stanford Junior University |
13F
|
Company |
—
class O/S missing
|
147,852
|
$2,319,798 | — | 31 Mar 2023 | |
| RWA WEALTH PARTNERS, LLC |
13F
|
Company |
—
class O/S missing
|
144,058
|
$2,260,274 | — | 31 Mar 2023 | |
| MCDANIEL TERRY & CO |
13F
|
Company |
—
class O/S missing
|
136,162
|
$2,136,000 | — | 31 Mar 2023 | |
| Mraz, Amerine & Associates, Inc. |
13F
|
Company |
—
class O/S missing
|
134,647
|
$2,112,607 | — | 31 Mar 2023 | |
| Prospera Financial Services Inc |
13F
|
Company |
—
class O/S missing
|
132,777
|
$2,083,184 | — | 31 Mar 2023 | |
| JPMORGAN CHASE & CO |
13F
|
Company |
—
class O/S missing
|
126,731
|
$1,989,140 | — | 31 Mar 2023 | |
| Ancora Advisors LLC |
13F
|
Company |
—
class O/S missing
|
124,134
|
$1,947,662 | — | 31 Mar 2023 | |
| TRUIST FINANCIAL CORP |
13F
|
Company |
—
class O/S missing
|
114,733
|
$1,800,162 | — | 31 Mar 2023 | |
| O'Brien Greene & Co. Inc |
13F
|
Company |
—
class O/S missing
|
110,000
|
$1,726,000 | — | 31 Mar 2023 | |
| CALDWELL SUTTER CAPITAL, INC. |
13F
|
Company |
—
class O/S missing
|
105,700
|
$1,658,433 | — | 31 Mar 2023 | |
| STIFEL FINANCIAL CORP |
13F
|
Company |
—
class O/S missing
|
105,485
|
$1,655,059 | — | 31 Mar 2023 | |
| Bramshill Investments, LLC |
13F
|
Company |
—
class O/S missing
|
103,698
|
$1,627,022 | — | 31 Mar 2023 | |
| Family Manage LLC |
13F
|
Company |
—
class O/S missing
|
93,831
|
$1,472,208 | — | 31 Mar 2023 | |
| HOWARD FINANCIAL SERVICES, LTD. |
13F
|
Company |
—
class O/S missing
|
93,443
|
$1,466,116 | — | 31 Mar 2023 | |
| Savant Capital, LLC |
13F
|
Company |
—
class O/S missing
|
90,742
|
$1,423,742 | — | 31 Mar 2023 |
Institutional Holders of Black Stone Minerals, L.P. - Common Units (BSM) as of Q2 2023
As of 30 Jun 2023,
Black Stone Minerals, L.P. - Common Units (BSM) was held by
170 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
29,504,568 shares.
The largest 10 holders included
William Marsh Rice University, MORGAN STANLEY, PENN DAVIS MCFARLAND INC, CIBC Private Wealth Group, LLC, INVESTMENT MANAGEMENT ASSOCIATES INC /ADV, BROWN ADVISORY INC, Mudita Advisors LLP, NATIXIS, Mayo Clinic, and EPACRIA CAPITAL PARTNERS, LLC.
This page lists
170
institutional shareholders reporting positions in this security
for the Q2 2023 filing period.
| Investor | Option | Weight % | Change % | Value $ | * Price | Shares | Share Change | Activity | Report Period |
|---|
Compare Q2 2023 vs Q1 2023 Across Filers
Q1 2023 holders
168
Q2 2023 holders
170
Holder diff
2
| Investor | Q1 2023 Shares | Q2 2023 Shares | Share Diff | Share Chg % | Q1 2023 Value $ | Q2 2023 Value $ | Value Diff $ | Value Chg % |
|---|
Trend: ostatnie 8 kwartałów (+ wybrane okresy porównania).
Quarterly Holders Trend
Quarterly Value Trend
Quarterly Shares Trend
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.
An asterisk sign (*) next to the price indicates that the price is likely invalid.