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

CUSIP: 09225M101

Q4 2023 13F Holders as of 31 Dec 2023

Share change
+264,750
Put/Call ratio
76%
SEC-reported price per share
$15.96
Number of holders
194
Value change
+$3,183,040
Number of buys
83
Open additional details 1 more signal available
Number of sells
60

Security key

09225M101

Report period

Q4 2023

Institutions

194

Top holders

10

Ownership snapshot

Top reported holders of BSM - Black Stone Minerals, L.P. - Common Units (13F + 13D/G + 3/4/5)

Grouped by holder across the latest SEC ownership disclosures. Start with comparable ownership when available, then verify the linked 13F, 13D/G, or 3/4/5 evidence.

Comparable stake leader
William Marsh Rice Univer...
Disclosed value leader
William Marsh Rice Univer...
Comparable rows
0/15
Latest evidence
30 Sep 2023
13F 3/4/5 Highest disclosed value: $97,581,691 15 rows are not safely comparable across share classes. Showing 1-6 of 15 holder rows.

Quick read

William Marsh Rice University has the largest disclosed position value at $97.58M.

0 of 15 rows have a safely comparable ownership percentage. Use this as a filing-backed starting point, then open the detailed table for source links, reporting role, position value, share count, and filing date.

Open SEC evidence Opens William Marsh Rice University's linked filing trail.
Disclosed position value Top 5
William Marsh Rice University $97.58M
MORGAN STANLEY $73.28M
NATIXIS $28.66M
PENN DAVIS MCFARLAND INC $25.77M
CIBC Private Wealth Group LLC $18.55M

Value bars compare disclosed positions; verify each figure against the linked filing evidence.

Detailed SEC evidence table Showing 1-6 of 15 holder rows
Holder Evidence Ownership % Position 12M Net Δ As of
William Marsh Rice University
13F
Company
13F
class O/S missing
$97,581,691
5,663,476 shares
30 Sep 2023
MORGAN STANLEY
13F
Company
13F
class O/S missing
$73,280,534
4,253,078 shares
30 Sep 2023
NATIXIS
13F
Company
13F
class O/S missing
$28,663,828
1,663,600 shares
30 Sep 2023
PENN DAVIS MCFARLAND INC
13F
Company
13F
class O/S missing
$25,767,344
1,495,493 shares
30 Sep 2023
CIBC Private Wealth Group LLC
13F
Company
13F
class O/S missing
$18,547,750
1,076,480 shares
30 Sep 2023
INVESTMENT MANAGEMENT ASSOCIATES INC /ADV
13F
Company
13F
class O/S missing
$17,788,485
1,032,414 shares
30 Sep 2023
How to read this table

Rows are grouped by holder and ranked first by SEC-reported ownership % when it is safely comparable, then by disclosed holdings value. indicates unavailable or non-comparable values; "mixed-class rows" means the latest filing spans non-comparable classes.

13F holder rows

Institutional holders as of Q4 2023

Investor-level positions for this CUSIP, loaded as an interactive table.

Institutions
194
Shares
30,485,146
Rows available
194
Investor Option Weight % Change % SEC-reported value * Price Shares Share Change Activity Report Period

* SEC-reported price is the security price as of the portfolio date and can indicate the last known price at which the security was still held. The marker flags a reported price that did not pass the local price check.

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 change Value Chg %

Trend: ostatnie 8 kwartałów (+ wybrane okresy porównania).

Quarterly Holders Trend
Quarterly Value Trend
Quarterly Shares Trend
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