Black Stone Minerals, L.P. - Common Units (BSM)

CUSIP: 09225M101

Q4 2023 13F Holders as of 31 Dec 2023

Type / Class
Equity / Common Units
Total 13F shares
30,485,146
Share change
+264,750
Total reported value
$486,604,044
Put/Call ratio
76%
Price per share
$15.96
Number of holders
194
Value change
+$3,183,040
Number of buys
83
Number of sells
60

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?
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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
$97,581,691 30 Sep 2023
13F
MORGAN STANLEY
13F
Company
class O/S missing
4,253,078
$73,280,534 30 Sep 2023
13F
NATIXIS
13F
Company
class O/S missing
1,663,600
$28,663,828 30 Sep 2023
13F
PENN DAVIS MCFARLAND INC
13F
Company
class O/S missing
1,495,493
$25,767,344 30 Sep 2023
13F
CIBC Private Wealth Group LLC
13F
Company
class O/S missing
1,076,480
$18,547,750 30 Sep 2023
13F
INVESTMENT MANAGEMENT ASSOCIATES INC /ADV
13F
Company
class O/S missing
1,032,414
$17,788,485 30 Sep 2023
13F
BROWN ADVISORY INC
13F
Company
class O/S missing
972,922
$16,763,446 30 Sep 2023
13F
Mudita Advisors LLP
13F
Company
class O/S missing
787,077
$13,561,337 30 Sep 2023
13F
Jeffrey P. Wood
3/4/5
President, CFO
class O/S missing
589,109
$9,455,199 22 Feb 2023
EPACRIA CAPITAL PARTNERS, LLC
13F
Company
class O/S missing
548,698
$9,454,067 30 Sep 2023
13F
KEMPNER CAPITAL MANAGEMENT INC.
13F
Company
class O/S missing
498,616
$8,591,000 30 Sep 2023
13F
BANK OF AMERICA CORP /DE/
13F
Company
class O/S missing
498,289
$8,585,519 30 Sep 2023
13F
FAYEZ SAROFIM & CO
13F
Company
class O/S missing
490,740
$8,455,450 30 Sep 2023
13F
Ion Asset Management Ltd.
13F
Company
class O/S missing
480,000
$8,270,400 30 Sep 2023
13F
SPIRIT OF AMERICA MANAGEMENT CORP/NY
13F
Company
class O/S missing
473,249
$8,154,080 30 Sep 2023
13F
RAYMOND JAMES & ASSOCIATES
13F
Company
class O/S missing
471,001
$8,115,348 30 Sep 2023
13F
Cambridge Investment Research Advisors, Inc.
13F
Company
class O/S missing
390,548
$6,729,000 30 Sep 2023
13F
ING GROEP NV
13F
Company
class O/S missing
384,800
$6,630,104 30 Sep 2023
13F
Concorde Financial Corp
13F
Company
class O/S missing
370,943
$6,391,345 30 Sep 2023
13F
HighTower Advisors, LLC
13F
Company
class O/S missing
361,904
$6,239,000 30 Sep 2023
13F
Clarus Group, Inc.
13F
Company
class O/S missing
334,596
$5,765,089 30 Sep 2023
13F
Pine Valley Investments Ltd Liability Co
13F
Company
class O/S missing
328,684
$5,663,227 30 Sep 2023
13F
FIRST TRUST ADVISORS LP
13F
Company
class O/S missing
262,069
$4,515,448 30 Sep 2023
13F
ROYAL BANK OF CANADA
13F
Company
class O/S missing
227,718
$3,923,000 30 Sep 2023
13F
OSAIC HOLDINGS, INC.
13F
Company
class O/S missing
203,595
$3,508,180 30 Sep 2023
13F
CLARK ESTATES INC/NY
13F
Company
class O/S missing
200,000
$3,446,000 30 Sep 2023
13F
Orchard Capital Management, LLC
13F
Company
class O/S missing
191,156
$3,293,618 30 Sep 2023
13F
Hill Investment Group Partners, LLC
13F
Company
class O/S missing
177,487
$3,058,101 30 Sep 2023
13F
HORIZON KINETICS ASSET MANAGEMENT LLC
13F
Company
class O/S missing
167,838
$2,891,849 30 Sep 2023
13F
Mayo Clinic
13F
Company
class O/S missing
166,147
$2,862,713 30 Sep 2023
13F
LPL Financial LLC
13F
Company
class O/S missing
161,826
$2,788,269 30 Sep 2023
13F
STIFEL FINANCIAL CORP
13F
Company
class O/S missing
148,292
$2,555,076 30 Sep 2023
13F
Board of Trustees of The Leland Stanford Junior University
13F
Company
class O/S missing
147,852
$2,547,490 30 Sep 2023
13F
RWA WEALTH PARTNERS, LLC
13F
Company
class O/S missing
139,598
$2,405,278 30 Sep 2023
13F
Allison K. Thacker
3/4/5
Director
class O/S missing
147,656
$2,369,879 11 Jan 2023
MACQUARIE GROUP LTD
13F
Company
class O/S missing
133,431
$2,299,000 30 Sep 2023
13F
Mraz, Amerine & Associates, Inc.
13F
Company
class O/S missing
133,264
$2,296,134 30 Sep 2023
13F
MCDANIEL TERRY & CO
13F
Company
class O/S missing
132,962
$2,291,000 30 Sep 2023
13F
CITADEL ADVISORS LLC
13F
Company
class O/S missing
130,313
$2,245,293 30 Sep 2023
13F
JANE STREET GROUP, LLC
13F
Company
class O/S missing
114,977
$1,981,054 30 Sep 2023
13F
ENVESTNET ASSET MANAGEMENT INC
13F
Company
class O/S missing
110,906
$1,910,909 30 Sep 2023
13F
CALDWELL SUTTER CAPITAL, INC.
13F
Company
class O/S missing
105,700
$1,821,211 30 Sep 2023
13F
Schechter Investment Advisors, LLC
13F
Company
class O/S missing
100,922
$1,738,886 30 Sep 2023
13F
CoreCommodity Management, LLC
13F
Company
class O/S missing
100,213
$1,726,670 30 Sep 2023
13F
Raymond James Financial Services Advisors, Inc.
13F
Company
class O/S missing
100,179
$1,726,078 30 Sep 2023
13F
O'Brien Greene & Co. Inc
13F
Company
class O/S missing
100,000
$1,723,000 30 Sep 2023
13F
HOWARD FINANCIAL SERVICES, LTD.
13F
Company
class O/S missing
97,263
$1,675,838 30 Sep 2023
13F
Savant Capital, LLC
13F
Company
class O/S missing
90,742
$1,563,485 30 Sep 2023
13F
MERCER GLOBAL ADVISORS INC /ADV
13F
Company
class O/S missing
90,095
$1,552,000 30 Sep 2023
13F
EAGLE GLOBAL ADVISORS LLC
13F
Company
class O/S missing
89,122
$1,535,572 30 Sep 2023
13F

Institutional Holders of Black Stone Minerals, L.P. - Common Units (BSM) as of Q4 2023

As of 31 Dec 2023, Black Stone Minerals, L.P. - Common Units (BSM) was held by 194 institutional shareholders that filed Form 13F with the SEC. Together, they reported ownership of 30,485,146 shares. The largest 10 holders included William Marsh Rice University, MORGAN STANLEY, NATIXIS, PENN DAVIS MCFARLAND INC, INVESTMENT MANAGEMENT ASSOCIATES INC /ADV, BROWN ADVISORY INC, Mudita Advisors LLP, EPACRIA CAPITAL PARTNERS, LLC, ING GROEP NV, and KEMPNER CAPITAL MANAGEMENT INC.. This page lists 194 institutional shareholders reporting positions in this security for the Q4 2023 filing period.
Investor Option Weight % Change % Value $ * Price Shares Share Change Activity Report Period

Compare Q4 2023 vs Q3 2023 Across Filers

Q3 2023 holders
178
Q4 2023 holders
194
Holder diff
16
Investor Q3 2023 Shares Q4 2023 Shares Share Diff Share Chg % Q3 2023 Value $ Q4 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.
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